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Peter Thiel Gets Apocalyptic, The Myth of AI Millions, 𝕏 Timeline Reactions | Joe Lonsdale, Bret Taylor, Riley Walz

37 snips
Sep 24, 2025
Join Bret Taylor, Chairman of OpenAI's board and co-founder of Sierra, as he explores how AI agents are revolutionizing customer service with outcome-based pricing models. Joe Lonsdale, a seasoned entrepreneur behind Palantir, shares insights on the rapid AI investment landscape and the importance of top talent in the industry. Meanwhile, software engineer Riley Walz showcases his creative projects that visualize public data, sparking discussions about innovation in technology. Together, they discuss the future of AI and its transformative potential across various sectors.
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INSIGHT

AGI Is An Infrastructure Game

  • AGI-scale work requires different capital models dominated by compute and infrastructure.
  • Foundation labs resemble cloud providers in capital intensity and partner dynamics.
INSIGHT

Business Models Outlast Technology

  • Transitioning pricing models is harder than changing tech, especially for public SaaS.
  • Leadership and narrative are decisive in surviving a business-model transition.
ADVICE

Acquire Talent, Not Just Products

  • Evaluate struggling AI startups for talent and complementary capabilities before writing them off.
  • Acquire teams that can add to your product if the fit makes strategic sense.
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