Data Center Siting and Off‑Grid Power Trends

• (00:23) - Trial Update
• (13:10) - AI SPVs
• (24:28) - Thinking Machines Interaction Models
• (29:16) - Doomberg is an anonymous team of former industry executives who write about energy markets, finance, and geopolitics, known for their green chicken avatar and a Substack newsletter with over 373,000 subscribers. In the conversation, Doomberg discusses their decision to maintain anonymity to preserve brand mystique, the strategic choice of their green chicken logo inspired by Bloomberg's keyboard color scheme, and the importance of standing out in a crowded media landscape.
• (01:05:12) - Sahir Jaggi, founder and CEO of Forus, discusses his company's mission to streamline access to high-cost, complex medications by automating the intricate processes involving insurance, pharmacies, and supply chains using AI. By offering this service for free to doctors' offices, Forus aims to alleviate administrative burdens, allowing healthcare providers to focus on patient care. Additionally, the company leverages its extensive network to collaborate with life science firms, accelerating the development and market introduction of new therapies.
• (01:14:06) - Sam Blond, co-founder and CEO of Monaco, an AI-native sales platform, discusses the company's rapid growth since its February launch, surpassing initial expectations in customer acquisition and revenue. He highlights Monaco's all-in-one approach, replacing traditional CRMs and integrating AI agents to automate sales tasks, thereby reducing the need for manual labor. Additionally, Blond emphasizes the unique advantage of pairing each customer with a forward-deployed account executive, ensuring successful implementation and support.
• (01:25:55) - Kevin Hartz, co-founder of Xoom and Eventbrite, is a prominent entrepreneur and investor. In the conversation, he discusses A* Capital's recent $450 million Fund III, emphasizing their generalist investment approach with a focus on AI applications, and highlights their strategy of supporting young founders, including teenagers.
• (01:38:52) - Alex Shan, CEO of Judgment Labs, discusses his company's focus on enhancing long-horizon autonomous agents through the analysis of production data, emphasizing the importance of such data in improving agent performance across various industries. He highlights their recent Series A funding co-led by Lightspeed Venture Partners and Green Oaks, and mentions partnerships with companies like Monaco to optimize agent development. Shan also notes that while coding agents are currently the most verifiable and thus easier to improve, progress is being made in less quantifiable domains such as finance, legal, and sales.
• (01:45:55) - Glen Wise, Co-Founder and CEO of Cinder, discusses the company's recent $41 million funding round led by Radical Ventures and its mission to help companies combat AI-powered abuse across the internet. He explains that Cinder's platform enables clients to set specific policies to detect and mitigate various threats, from cyberbullying to state-sponsored espionage, using AI-driven solutions. Wise also highlights the challenges of scaling their services to accommodate large clients like Spotify, emphasizing the importance of processing data quickly and making rapid decisions to effectively enforce content policies.
• (02:00:46) - eBay Rejects Gamestop
• (02:03:05) - BuzzFeed Sold
• (02:09:46) - Roger Lynch is the CEO of Condé Nast, where he oversees global brands including Vogue, The New Yorker, and GQ. He previously served as CEO of Pandora and Sling TV, and is known for leading digital transformation efforts across media, streaming, and publishing businesses.

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