Mustafa Nimuchwala
Partner at New Enterprise Associates and investor in semiconductor and AI infrastructure companies, who discussed NVIDIA's investments and trends in AI compute financing on the episode.
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Mar 31, 2026 • 39min
WHOOP CEO on $10B Valuation & AI, Apple Kicks Vibe Coding App Off App Store, SpaceX’s $75B Offer
Will Ahmed, WHOOP founder and CEO, on the company’s $10.1B valuation, global expansion, and shift from fitness to medical-grade health monitoring. Mustafa Nimuchwala, NEA partner, on NVIDIA’s strategic investments and AI infrastructure financing. Ken Brown, senior finance editor, on IPO dynamics and the pressure of relative returns for big listings. Aaron Tilley, Apple reporter, on Apple’s crackdown and control over vibe-coding apps.
