Videos
Long-form interviews and talks, summarized with key takeaways, detailed notes and notable quotes.
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Dylan Patel: Who Can Actually Deliver AI Compute, and Who Pays for It
SemiAnalysis CEO Dylan Patel explains why AI compute is so hard to buy, which clouds can actually deliver it, and how Nvidia now backstops the debt behind it.…
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Garry Tan: AI Agents, the Five Kings and the Case for More Billionaires
Y Combinator CEO Garry Tan tells Walter Isaacson why personal AI agents are the next operating system and why five AI “kings” could end the startup era. In…
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Bill Perkins on Die With Zero: Time Buckets, Future Bill and $15M Art
Bill Perkins, the natural gas trader and hedge fund manager who wrote Die With Zero, explains why your net worth should peak on a date, not at a…
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GPU vs TPU vs LPU: Julia Turc on the Von Neumann Bottleneck in AI Chips
Julia Turc explains how NVIDIA GPUs, Google TPUs and Groq LPUs each attack the von Neumann bottleneck, the 1945 gap between memory and processor. In a 30-minute video…
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Robert Greene on The Law of the Sublime: Slowness, Love and Awe
Robert Greene explains how to access the sublime in everyday life: through attention, slowness, love, the senses and a sense of something larger than yourself. He made the…
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Shardul Shah of Index Ventures: Wiz, AI Founders and Rising Valuations
Shardul Shah, a partner at Index Ventures and the investor behind Wiz, explains why startup valuations will keep rising and why the firm backs founders before they have…
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Paul Copplestone on Supabase: Building for Agents and a Billion Builders
Supabase CEO Paul Copplestone explains why AI agents now drive most new database activity, and what happens when everyone with access to AI can build their own software.…
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Hector Serrano on Paid UGC: How Wispr Flow Runs 500 Creator Ads a Month
Hector Serrano, head of content at Wispr Flow, explains how a 50-creator paid UGC program produces 500 to 600 ads a month for the AI dictation startup. Serrano…
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Robert Caro on Power: Robert Moses, Lyndon Johnson and the Will to Build
Robert Caro, who has spent 50 years writing about Robert Moses and Lyndon Johnson, tells Dwarkesh Patel what he learned about power, ruthlessness and getting big things built.…
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Eric Glyman: Why Ramp Is Worth $60 Billion and Software Became Money
Ramp co-founder and co-CEO Eric Glyman explains why investors valued the company at $60 billion, why AI tokens turned software into a financial product, and why Ramp is…
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Neal Stephenson on AI, the Atomic Race, and Why the Primer Is Hard
Neal Stephenson tells Ashlee Vance why the AI boom blindsided him, why he still thinks it is an S-curve, and why building the primer from The Diamond Age…
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Guillermo Rauch: Raising Kids Who Think, and Why Trust Is the AI Moat
Vercel CEO Guillermo Rauch tells Delphi why trust is the moat after AGI, why agents are now his customers, and how he is raising six kids to think…