Urban Pulse

[Garry Tan @garrytan]

You can basically work with agents to write markdown skills and put it on a cron job and do almost every useful type of knowledge work now

[Jack Altman @jaltma]

Loved the conversation on Uncapped with @DavidGeorge83, head of growth investing at a16z. He's an incredible investor and can go deep on a huge range of topics.

We talked all about investing at this point in the AI cycle and we covered a lot of ground -- frontier vs. open source, what could make it all keep running vs. slow down, application vs. infra, robotics and autonomy, narrative and vibes, and lots more.

Hope you enjoy!

Timestamps:
(0:00) Intro
(0:23) The answer to every AI question is "and"
(1:27) Where we are in the AI buildout
(4:55) What would stop the train
(7:16) Sellers vs. buyers of tokens
(10:39) Frontier labs vs. open source
(13:18) App investing and the coding blast radius
(14:01) Legal as a category
(20:46) Consumer AI
(22:14) From reactive to proactive
(25:52) AI, autonomy, robotics, bio health
(27:49) Autonomous driving and why it's underappreciated
(30:46) Robotics and what comes next
(33:25) Benchmark's new growth fund
(34:11) Why growth investing is compelling now
(34:53) Half of private market returns happen at growth
(37:57) Product cycle vs. capital cycle
(41:54) The importance of narrative
(43:14) Why vibes really matter
(46:20) Never short a messianic founder
(49:39) How big can Andreessen Horowitz get

[Urban Pulse @UPulse78436]

@SqSehrish 121 in the room! leave from where and arrive where?

[Urban Pulse @UPulse78436]

@utdmax0 Edison Cavani

[Urban Pulse @UPulse78436]

@utdmax0 Sporting

[Elon Musk @elonmusk]

Wow, the situation in Spain looks crazy!

[Urban Pulse @UPulse78436]

@uttdkola Ricardo Carvalho, and now Bernardo Silva

[Urban Pulse @UPulse78436]

@uttdkola Figo

[Urban Pulse @UPulse78436]

@Qwinky_com @annapolinaxxxx Hey, i still can't buy the subscription!

[Urban Pulse @UPulse78436]

@Qwinky_com @annapolinaxxxx i just bought their subscritpion, got billed twice, but did not receive any account info.
Can you help me?