History’s Largest Oil Disruption, Oil & AI, Sundar's New Pay Deal | Alex Epstein, Dr. Alex Wissner-Gross, Charles Lamanna, Julien Bek, Eoghan McCabe, Michelle Volz
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PAX check sizes and founder alignment
Michelle describes PAX's typical $1–2M pre-seed/seed checks and hands-on partnership model with founders.
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- (02:43) - Ships in Gulf Declare Themselves Chinese to Dodge Attack
- (04:32) - Largest Oil Disruption in History Reactions
- (16:18) - Oil & AI
- (41:22) - Sundar's New Pay Deal
- (50:12) - Four Loko For Sale
- (01:02:01) - Dr. Alex Wissner-Gross, co-founder of Eon Systems, discusses the company's recent achievement in creating the first multi-behavior upload of a fruit fly brain, marking a significant advancement in whole-brain emulation. He explains how Eon integrated existing research, including the FlyWire connectome and NeuroMechFly simulation, to emulate the fruit fly's neural activity and motor functions, resulting in naturalistic behaviors like walking and grooming in a virtual environment. Dr. Alex emphasizes the potential of this work to pave the way for future emulations of more complex brains, such as those of mice and humans, aiming to enable human and non-human minds to operate in the cloud.
- (01:21:47) - Charles Lamanna, President of Business & Industry Copilot at Microsoft, leads the development of intelligent business applications and low-code platforms with generative AI. In his recent discussion, he introduced Copilot Cowork, an AI assistant that automates tasks across Microsoft 365 apps, integrating Anthropic's Claude model to enhance functionality. He also highlighted the upcoming Microsoft 365 E7 suite, which combines Copilot, Agent 365, and advanced security features to provide a comprehensive AI-powered productivity solution.
- (01:36:33) - 𝕏 Timeline Reactions
- (01:40:59) - Julien Bek, a partner at Sequoia Capital based in London, began his entrepreneurial journey in high school, building hardware companies before transitioning to software investments. In the conversation, he discusses the impact of AI on software businesses, emphasizing the shift from selling tools to delivering outcomes, and highlights the importance of combining AI's intelligence with human judgment to create defensible, service-oriented companies. He also shares insights on leveraging AI to enhance venture capital workflows, such as automating meeting analyses to improve decision-making and prioritization.
- (02:01:12) - Eoghan McCabe, co-founder and CEO of Intercom, discusses the company's recent $250 million funding round aimed at expanding their AI-driven customer service platform, FIN, which has achieved nearly $100 million in annual recurring revenue with 8,000 paying customers. He highlights the evolution of FIN from handling basic customer queries to addressing complex problems, emphasizing its ability to provide faster, more accurate, and cost-effective responses compared to human agents. McCabe outlines plans to extend FIN's capabilities across the entire customer lifecycle, transforming it into a comprehensive customer agent that enhances interactions from initial inquiries to post-purchase support.
- (02:14:34) - Alex Epstein, author of *Fossil Future*, discusses the critical importance of keeping the Strait of Hormuz open, as it facilitates the passage of approximately 20% of the world's oil supply. He emphasizes that any disruption could lead to significantly higher oil prices and global economic instability. Epstein also explores potential strategies to ensure the strait remains accessible, including military action, international alliances, and addressing threats like mines and drones.
- (02:44:45) - Michelle Volz, founder and managing partner of PAX, a $50 million early-stage venture fund, discusses her transition from Andreessen Horowitz's American Dynamism team to launching her own fund focused on foundational categories. She emphasizes the importance of founders being magnets for capital and talent, especially in sectors requiring significant early investment without immediate proof points. Volz also highlights the need for storytelling in hard tech industries, where traditional software metrics don't apply, and underscores the significance of progress in people, product, and traction to attract investors.
- (02:58:00) - 𝕏 Timeline Reactions
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