Get the Check

pod on companies in tech + life in SF hosted by @anikamirzaa @priya_kamdar @mayamshahh // Top 50 Technology Pod on @spotify

[Get the Check @Getthecheckpod]

This week we are getting to the bottom of why everyone has started a robotics data labeling company

also covering ai job layoffs (yes, again) and @cognition getting the hype they deserve

03:05 Why does everyone have a robotics data labeling startup
15:34 China is doing robotics data differently
20:15 If Shift offering free home cleaning will work
21:51 Egocentric data vs other types of robotics data
25:31 @sama and @DarioAmodei no longer believe in the job apocalypse, sus or not
40:57 @cognition is so back (they never left)
43:59 What is a coding harness explained for dummies aka our non-technical co-host @anikamirzaa

[Bercan @bercankilic]

Today, we are launching shift. Starting in NYC, we are bridging the economy of today into the AI economy where all services, goods, and leisure will be affordable, and humanity will progress towards abundance. Please enjoy your free home cleaning and join shift for a lot more!

[Get the Check @Getthecheckpod]

@luisocampox @AnthropicAI congrats!! we love building in claude. so far mostly skills for repetitive items (like episode description first passes), we update our crm through claude, and are super excited to see what we can do with the new descript mcp 🕺🏽

[Michael Silver @michael_silver]

Somebody dared to give me a mic and a spotlight

A year after YC, @aquariusacquah and I sat down with @Getthecheckpod to share some hot takes, what drives us as a founders, and our progress at @joinkaizen

Kaizen now works with the nation's largest healthcare providers to eliminate the $1,000,000,000,000 admin overhead.

[Get the Check @Getthecheckpod]

every ai agent startup right now is hiring FDE

@aquariusacquah and @michael_silver think that's the wrong call

@joinkaizen is helping automate the hardest healthcare workflows without FDE

tune in to find out how

00:15 @johncoogan's stage presence
02:03 Meeting at @MIT
08:35 Starting @joinkaizen
13:01 Why you shouldn't drop out
14:02 Why pivoting during @ycombinator led to 2x MRR growth MoM
15:32 How Kaizen changes healthcare ops
19:46 Customers choosing Kaizen over Claude
23:46 What "whisper networks" really mean for GTM
24:24 Hot take: you don't need FDEs
27:40 Why pain tolerance matters
32:43 Do founders get to have hobbies?

[Get the Check @Getthecheckpod]

@sakshid90 @fdotinc So sick

[Get the Check @Getthecheckpod]

They started as a hearing aid non-profit

Now their launch video has 11M views

We sat down with @arishs24 to talk about:
- Why no one thought about this before
- His first 3 weeks in SF
- How he met @aaronyu06 and Ramin Syed

@amano_labs is proof that breakthrough technology only matters if people can actually use it

00:00 @priya_kamdar goes on a @dateknown date
05:35 @garrytan v @AOC @BernieSanders on data centers
30:14 Trump's trip to China
40:16 @arishs24 co-founder of @amano_labs on building a hearing aid that costs $1

[Founders Inc @fdotinc]

They reinvented the hearing aid by studying the human ear

Normal hearing aid: $4700

Theirs: $20

[Get the Check @Getthecheckpod]

This is still on Everlane’s website right now

[Lauren Sherman @lapresmidi]

SCOOP: Everlane sold to Shein for $100 million https://t.co/t20DvYqvcr @PuckNews

[Get the Check @Getthecheckpod]

@gigiialc @miakrishh @CRV @mayamshahh @priya_kamdar @_vidushisomani_ @ravinapatellll @anikamirzaa let us know when you’re in sf!!

[Get the Check @Getthecheckpod]

We co-hosted a women’s wine night this week with @miakrishh from @CRV at the coolest venue in SF that almost no one can get into

@mayamshahh's apartment

A year into hosting a top 50 tech podcast that started fully online, the biggest ROI has come from in person events

One hack to hosting a good event is picking a venue where people feel at home (literally!)

DM us if you’re building or investing in AI and want to come to the next event that has builders from @mercor_ai, @EvidenceOpen, @SierraPlatform, @agentmail, @greptile, @ICONIQCapital, & more!

[Get the Check @Getthecheckpod]

Elon Musk v. OpenAI, SpaceXAI and Anthropic deal, Cerebras IPO

00:00 Intro
03:03 @elonmusk v. @OpenAI
15:11 Elon wants Sam Altman to be hated by America
16:01 @SpaceX x @AnthropicAI Deal
17:47 SpaceX IPO
18:25 Grok is dead
21:30 Do we think Elon will win the case
21:58 @cerebras IPO
23:34 History of GPUs
24:47 Limitations of the Cerebras chip
31:59 Cerebras’s revenue concentration
35:11 Would Cerebras Get Our Check?

[Get the Check @Getthecheckpod]

figure is now able to get two humanoids to work together to make a bed

this is big. the two humanoids do not share any planning system. they are simply just reacting to each-other in real time. my observations from this:

1. figure can scale the number of humanoids working together efficiently
2. figure demonstrated that humanoids will stay OUT of a real human's way

#2 is super important: this means they can simulate human to humanoid interactions with just humanoids. this will allow them to conduct RL without any human in the loop which will let them scale faster and cheaper.

[anika @anikamirzaa]

Young people massively underestimate how their public social media can increase high paying job offers

I have personally seen someone get five offers because of their social media content. All were 300k+ total comp roles. Real cases

If you are aiming for 85k forever you are probably fine

If you’re aiming bigger follow @brookeleblanc (idk her, she seems cool though)

[Get the Check @Getthecheckpod]

this all feels like a marketing stunt as anthropic gears up to release the model, my thoughts:

- yes it will be good
- i think the security bug findings are overblown but i don't know until the release the key details, rumors say the bugs are not truly exploitable
- they have needed a way to publicly delay the release of the model until they could get enough compute capacity, which they got yesterday with the colussus announcement

[Alex Albert @alexalbert__]

With the help of Claude Mythos Preview, the Firefox team fixed more security bugs in April than in the past 15 months combined.

[Maya Shah @mayamshahh]

@dadiomov everyone in the comments is pointing out fees but he was specifically asking about ecommerce shopping where consumers (who run these agents) use credit cards because its credit and either 1. they legitimately don't have the money to buy the good or 2. they want rewards

[Get the Check @Getthecheckpod]

https://t.co/GdulE4fjlh

[Get the Check @Getthecheckpod]

more women need to building companies bc i rlly enjoy jokes like these

congrats to the kalshi team!

[Luana Lopes Lara @luanalopeslara]

IDK ABOUT YOU, BUT I’M FEELING 22

[Get the Check @Getthecheckpod]

Rumors suggest that xAI's entire combined fleet is sitting at 11% MFU - when industry standard is closer to 37 to 45%. That’s just cash getting burned. SpaceX/xAI’s efforts the last two weeks to announce partnerships with both Anthropic and Cursor show their resignation to winning the frontier model race with Grok alone. Their double bet of 1. providing Anthropic with compute capacity for inference and 2. training alleged Composer 3 shows them entertaining two different futures: becoming a hyperscaler themself or buying coding frontier model if the Cursor team can prove themselves. With a major IPO on the horizon, SpaceX needs investors to believe in at least one of these stories.

[xAI @xai]

SpaceXAI will provide @AnthropicAI with access to Colossus 1, one of the world’s largest and fastest-deployed AI supercomputers, to provide additional capacity for Claude → https://t.co/nfDR9S822L

[Get the Check @Getthecheckpod]

this week @tim_cook steps down, big tech’s earnings, @xai and @cursor_ai deal

00:00 Hot take on the JPM sexual harassment lawsuit
06:49 Did Tim Cook achieve GOAT status
09:10 Cook expanding into SaaS
12:00 RIP Intel
14:02 Where Tim Cook got cooked
14:05 Vision Pro fail
17:08 iPhone growth stalls
19:31 Apple un-intelligence
27:27 Why Ternus won’t be another Cook
29:35 What we think Apple will bet on next
30:40 Hyperscaler capex freakout
31:35 FCF explained
45:28 SpaceX Cursor deal
49:58 Coding tool consolidation
50:10 Maya rants about @github

[Francesca Gnuva @francescagnuva]

Hosted the second edition of wine night x ladies in tech x @AudaciousHQ at Verve on Fillmore last night. It was such a good time bringing together so many fun, accomplished women. The room was BUZZING! Already excited for the next one🍷