David Levy
General partner at Porch Capital and former AWS business development executive who analyzes chip and memory trends affecting AI inference.
Best podcasts with David Levy
Ranked by the Snipd community
44 snips
Mar 23, 2026 • 59min
OpenAI’s Shopping U-Turn Complications, Nvidia’s Groq Chip, Synthesia’s AI Video for Enterprise
Cory Weinberg, deputy bureau chief covering Anduril’s Ohio factory and manufacturing strategy. Jackson Ader, KeyBanc MD tracking stock-based compensation trends at software firms. David Levy, Porch Capital partner and ex-AWS bizdev analyzing chip and memory shifts. They dig into OpenAI’s retreat from in-chat shopping, SRAM vs HBM memory choices for AI inference, and Anduril’s big manufacturing push in Ohio.
40 snips
Jan 27, 2026 • 35min
Silicon Valley ICE Debate, Anthropic CEO’s AI Essay, Social Media Addiction Trials | Jan 27, 2026
Jessica Lessin, veteran tech journalist, Josephine Woo, social media litigation reporter Erin Woo, and David Levy, cloud and AI infrastructure investor, join the conversation. They tackle Silicon Valley’s political fallout and internal company impacts. Dario Amodei’s AI essay and Anthropic’s ideas are debated. NVIDIA’s tie-up with CoreWeave and the rise and limits of edge inference are explained. Major trials over social platform addiction and Pinterest’s AI-driven shift are discussed.
