Speed Dial

Tech news from insiders.

Weekly show hosted by @atlasberry008

Available on YouTube & Spotify

[Speed Dial @speeddialtv]

Mark Suster (@msuster) doesn't think the US is losing the race to China.

His case: two oceans, no hostile neighbors, and money spent on rail and ports instead of defense.

Now it needs more energy, including nuclear.

Full episode on Speed Dial with @atlasberry008.

[Speed Dial @speeddialtv]

Timbaland (@Timbaland) thinks the door to get into AI might close in the next two to three years.

His advice: build something now, before it does.

Full episode on Speed Dial with @atlasberry008.

[Speed Dial @speeddialtv]

Mark Suster (@msuster) says the death of software is premature.
People have predicted it for more than 20 years.
His take: AI agents change the interface, and behind the scenes it's still software.
Full episode on Speed Dial with @atlasberry008.

[Speed Dial @speeddialtv]

Speed Dial, Episode 1 is live.

@msuster on why software still has value in a world of AI agents.

@Timbaland on building AI tools for his studio, and why now is the time to get in.

Also this week: micro1's $1B bet on company data, Coatue on AI outgrowing the railroads, Starlink's push to become a phone carrier, and the flying Tesla Roadster.

Hosted by @atlasberry008.

0:00 Intro and this week's rundown
1:16 Chamath: Is software IP dead?
1:47 Headless software, MCP and selling to AI agents
3:36 micro1's $1B plan to buy company data
5:26 Coatue: AI is bigger than the railroads
6:46 The 10x gap in AI spending
7:31 Starlink becomes a phone carrier
9:08 The flying Tesla Roadster
11:38 Calling Mark Suster
12:25 Mark Suster: Software isn't dead
13:22 Building software for AI agents
14:26 Should you sell your data to Micro1?
15:31 Mark on Starlink becoming a carrier
16:16 Where Mark is investing five years out
18:23 AI infrastructure and the US vs China
20:09 Mark's book picks: Chip War and Freedom's Forge
22:15 Calling Timbaland: AI tools for making music
24:40 Timbaland: The door might close in 2 years
25:32 Timbaland: Flying cars with Elon
26:47 Timbaland on building Verzuz
27:46 What we learned

[Speed Dial @speeddialtv]

Tech doesn't wait for the news cycle anymore.

Speed Dial is the tech show at the speed of now with @atlasberry008. Every week: the biggest stories in AI, venture and markets, then calls with the people closest to them.

Episode 1 drops next week.