Chantelle Karl Darby

Founder at to 3 kids and 3 dogs.

[Chantelle Karl Darby @cdarby]

@tarahz9 @relentless @ti_morse 👀

[Chantelle Karl Darby @cdarby]

Some recent observations on the evolution of new media (pod/live-stream edition)

-It's been really cool to watch more creators come online, especially in live streaming. Competition is fun! And so is seeing different visions for what a show can be and look like.
-I don't think @johncoogan and @jordihays get enough credit for how good they are at context shifting. They can seamlessly go from Jay Leno to AI agents to defense—and they do it intelligently, with charisma, and all while live! That's seriously hard to pull off.
-Not a live show, but @MollySOShea falls into this camp, too. She goes incredibly deep on a far-reaching range of subjects while making her guests feel at ease. That's a rare skill.
-Sets are often underrated (and maybe under-thought-about?). I couldn't put my finger on why until @CristinCulver pointed out that because @tbpn is set up like an actual talk show, viewers are let in on more of the action. It's more expansive, fun to watch, and more interactive for the guest (@quintendf strong case in point here 🤣)
-On the flip side, @LubaYudasina has done away with a set or studio completely. This is disarming (in a good way!) for both the guest and the viewer. Constant action keeps everyone engaged.
-Molly's factory and office tours are another great example of this: talking to guests in an environment they're comfortable in calms nerves almost immediately, making for more natural conversation, which also benefits the viewer.

Overall, it's a super fun time to watch (and work with) new media. I'm excited to see who/what emerges next!

[Chantelle Karl Darby @cdarby]

@LubaYudasina @Jennywang @ForerunnerVC Very cool! I want to try it!

[Chantelle Karl Darby @cdarby]

@chenzhangreal It's the new network wars. Move over CBS vs. NBC!

[Chantelle Karl Darby @cdarby]

@DylanAbruscato back at you!

[Chantelle Karl Darby @cdarby]

@dinabass @ashleymayer @ashleevance 🤣🤣

[Chantelle Karl Darby @cdarby]

@quintendf @libbybrittain @tolanworld The Tolans can go witchy! Just not you 🤣

[Courtney Klein @courtklein]

There are so many assumptions about who uses AI and why. The reality is so much more interesting and nuanced.

I loved getting to help tell Steve’s story.

[Chantelle Karl Darby @cdarby]

@jgreze Diners, drive-ins, and AI with JDG! [Working title 😅]

[Chantelle Karl Darby @cdarby]

@LubaYudasina @quintendf Gotta link the toaster post! https://t.co/PEOEmnJbVx

[luba yudasina @LubaYudasina]

Personal AI assistants are stuck in their BlackBerry era.

I asked Quinten Farmer (@quintendf), co-founder of Tolan, why Silicon Valley is so obsessed with them.

His first answer:

“The idea of an assistant is very legible to the average investor.”

His second: nerds got excited about new capabilities like browsing and making phone calls, and “assembled that into a package that’s like, oh yeah, that’s kind of personal assistant shaped.”

The BlackBerry had a camera. It took the iPhone and Instagram to turn photos into a cultural touchstone.

“I think we’re just working our way through the same cycle.”

[Chantelle Karl Darby @cdarby]

@quintendf @tbpn @benhylak @TheStalwart @jayleno That's a good looking crew!!

[Quinten Farmer @quintendf]

Went deep on AI memory and model intelligence with @jordihays and @johncoogan earlier this week

We've invested deeply in memory at Tolan, starting with our early work in partnership with @OpenAI: https://t.co/9W7nWcmIZc

(if you want to work on realtime AI memory alongside @evangoldschmidt: we're hiring! [email protected])

[Chantelle Karl Darby @cdarby]

@coryweinberg @nytimes @theinformation Congrats, friend! Can’t wait to see you soon!

[M. V. Cunha @mvcinvesting]

“People have been forecasting that supply will eventually catch up with demand. That’s just not happening.

We’re hearing from customers about what they’ll need in late 2027 and early 2028. We don’t have enough capacity to support them.”

— Marc Boroditsky, CRO of $NBIS

[Fireside Alpha @firesidealpha]

Gavin Baker asks Nebius CEO Arkady Volozh for a real-time view on AI compute prices, and Volozh says prices are still there because demand is still there

BAKER: “Arkady, you shared some pretty amazing statistics about price per watt that customers are willing to pay and how much they’re willing to prepay on your last earnings call. GPU financing this build out has been a big topic of conversation in public markets."

"We got some statements last night from SpaceX about how I think a lot of people thought prices were going to go down after some of those $50 watt deals and SpaceX said they’ve gone up. Can you just give us a real-time view?”

VOLOZH: “Yes, the prices are still there, demand is still there. Actually, it’s the main thing which is happening on the market, demand is out there. There is a lot of problems we see. How to finance, how to build, how to finance the thing, where to get the chips."

"But the main thing is if we have the demand. If the demand is out there, all the rest is not problems, it’s tasks. We divide our life into problems and tasks."

"Problems is something which is permanent, and you can just know about it and do something about it. You can change it. All the rest is tasks."

"Demand, if there was no demand, that would be a problem. Demand is out there. We don’t have problems on our market. All the rest are tasks, and we know how to deal with tasks.”

[MTS @MTSlive]

Tolan CEO @quintendf explains why ChatGPT's explosive adoption hides a massive gap:

Hundreds of millions still use it as a smarter Google.

“By all accounts, ChatGPT was maybe the fastest-growing consumer software success in all of history. And yet hundreds of millions of monthly active users effectively use it as a smarter Google."

"It’s maybe not as simple as is AI being adopted, but it’s AI as we understand it at the frontier being adopted."

"Muse and what they’re doing at Meta is bringing a lot of people to realize, okay, this is more than just write my emails for me or smarter Google. But there’s still an enormous capabilities understanding gap between the 7 by 7 square miles around us and the rest of the world."

[Chantelle Karl Darby @cdarby]

@JOBrienSF @AvraCap 11/10 😎

[Chantelle Karl Darby @cdarby]

Immaculate vibes at @AvraCap last night for our robotics dinner. Photos don’t do their office justice.

And thank you Chef Gizella Ho for the incredible meal (and for letting me take home the extra cookies! 🤤)