Dave Blundin

Cathie Wood, ARK Invest founder and innovator in disruptive research. Dr. Alexander Wissner-Gross, computer scientist and founder of Reified offering technical AI perspective. Dave Blundin, venture investor and Link Ventures founder tracking deep tech deals. They tackle AI’s collapsing inference costs and surging demand. They debate 7% GDP growth from tech convergence, US vs China investment dynamics, robotaxis and autonomous delivery, and Bitcoin’s evolving role.

This week, venture investor Dave Blundin, renowned physicist Dr. Alexander Wissner-Gross, and entrepreneur Salim Ismail dive deep into the rapid advancements in AI and technology. They discuss NVIDIA's monumental $57 billion quarter and its implications for the future of AI compute. The guests unpack Elon Musk's ambitious vision for orbiting data centers and the challenges of cooling technology in space. They also explore the rising AI ambitions of Saudi Arabia and the intense competition in the U.S. for AI infrastructure, highlighting innovations in robotics and energy solutions.

In this insightful discussion, Alexander Wissner-Gross, a computer scientist and AI expert, explores the rapid advancements in GPT-5.2 and its implications for knowledge work automation, predicting a tipping point for 44 occupations. Venture investor Dave Blundin highlights the urgent need for companies to partner with AI-native firms or risk collapse by 2026. Exponential organizations expert Salim Ismail emphasizes the importance of reskilling and cultural transformation within organizations to adapt to the AI landscape.

Salim Ismail, OpenExO founder and exponential org thinker, joins Alexander Wissner-Gross, Reified founder and computer scientist, and Dave Blundin, Link Ventures GP and deep-tech investor. They dig into Elon’s terawatt chip-factory bet, robotaxis and eVTOLs reshaping cities, AI compressing market moats, orbital compute, hidden frontier models, and even cryonics and panspermia.

Dave Blundin, a venture investor focused on AI business models, joins Salim Ismail, founder of OpenExO and expert on societal impact, along with Dr. Alexander Wissner-Gross, a computer scientist analyzing AI architectures. They delve into Anthropics' rise in enterprise APIs and discuss high-margin strategies versus growth-first models. The conversation also explores AI's role in addressing global economic issues, the importance of regulatory changes, and innovations in continual learning. Together, they envision the future of AI's impact on society and potential breakthroughs in science.

Joining the discussion are Alexander Wissner-Gross, a pioneering computer scientist and founder focused on AI, and Dave Blundin, an investor with a knack for AI infrastructure. They delve into the fascinating launch of OpenAI's ChatGPT Atlas, exploring its chat, memory, and agent features while weighing its implications for privacy and competition with Google. The conversation also touches on the automation of landfill sorting, the rise of robots in everyday life, and how AI advancements are shaping the future across various sectors.

Eric Schmidt, former Google CEO and tech investor, joins Dave Blundin, Link Ventures founder and startup builder, for a fast-moving conversation on AI reasoning, superintelligence timelines, and why power may matter more than talent. They also dig into orbital data centers, China’s robotics edge, fast learning loops, and the race to shape ASI around democratic values.

Dave Blundin, founder and GP at Link Ventures reporting from Davos with investment perspective. Dr. Alexander Wissner-Gross, computer scientist and founder of Reified offering technical analysis. Salim Ismail, founder of OpenExO and exponentials strategist on organizational change. They discuss autonomous code agents and the fate of SaaS. They unpack Gemini powering Siri and universal commerce. They explore AI solving hard math and its scientific ripple effects.

In this insightful discussion, guests Salim Ismail, Alexander Wissner-Gross, and Dave Blundin delve into the impactful launch of Gemini 3. Salim, a visionary entrepreneur, emphasizes the societal implications of AI, while Alex, a computer scientist, illustrates Gemini's impressive multimodal features and coding abilities. Dave, a venture capitalist, offers insights on the commercialization of AI, especially in creating zero-employee businesses. The trio also explores the future of AGI, economic transformation through AI, and exciting advancements in automated shopping and gaming.

In this engaging discussion, AI experts Emad Mostaque, founder of Intelligent Internet, and Alexander Wissner-Gross, a computer scientist from Reified, explore the competitive dynamics between the U.S. and China in AI technology. They delve into the anticipated capabilities of GPT-5.2 and the factors influencing Anthropic's potential IPO. Salim Ismail shares insights on how trust will dictate AI adoption, while Dave Blundin highlights the booming demand for AI education and related job opportunities in sectors like data center construction.