The Generalist

Vincent Weisser, CEO and co-founder of Prime Intellect and builder of open AI infrastructure, argues for decentralized access to powerful models. He discusses why many superintelligences are safer than one, lessons from decentralized science and Zuzalu, building open training and RL tooling, and how aesthetics, community and Europe’s culture shape AI’s future.

Karol Hausman, co-founder and CEO of Physical Intelligence who previously researched robot learning at Google Brain and Stanford, talks about building a general AI brain for robots. He discusses combining LLM priors with motion models, why real-world data beats simulation for manipulation, the return of reinforcement learning, and the challenge of achieving near-perfect reliability for physical agents.

Zach Dell, co-founder and CEO of Base who built a solar-plus-storage company after stints in investing, tells how early solar experiments and global projects pulled him into power. He explains why batteries are time‑shifters that boost grid utilization. He describes Base’s vertically integrated make-move-store-sell strategy, talent and manufacturing lessons, and how AI speeds product and operations.

Eve Bodnia, founder and CEO of Logical Intelligence and former theoretical physicist, builds energy-based reasoning models like Kona. She discusses why LLMs may only pattern-match, how EBMs reason in latent space, a $4 vs $15,000 cost comparison, surprising extrapolation at 16M parameters, and why mission-critical systems need rule-based reasoning rather than probabilistic guessing.

Markus Villig, founder and CEO of Bolt — scaled a €5,000 start into a multi-billion euro mobility and delivery company. He recounts the 85% COVID revenue crash and the lightning pivot to food delivery. Markus discusses expanding through underserved cities, Bolt’s European ethos and frugality, bets on autonomous vehicles, and building defense tech and startup ambition across Eastern Europe.

Scott Nolan, founder and CEO of General Matter and ex‑SpaceX engineer turned investor, is rebuilding U.S. uranium enrichment capacity. He explains why enrichment is the upstream bottleneck for nuclear power. He recounts how the U.S. lost its edge, why Paducah matters, the 2028 Russian supply cliff, and how a SpaceX‑style playbook and a $900M DOE award are accelerating domestic revival.

Ben Nowack, Founder and CEO of Reflect Orbital, shares his visionary journey in harnessing sunlight from space. He discusses creating satellites that will redirect and program sunlight for various applications, highlighting a surprising pivot to lighting that turned the company's fortunes around. Nowack recounts his early days, including significant risks like going $50,000 into credit card debt. He reveals insights on orbital mechanics and the evolution of technology that now makes sunlight manipulation possible, promising transformative impacts in agriculture and energy.

Carl Pei, founder of the innovative consumer electronics company Nothing, discusses his journey from co-founding OnePlus to launching a brand with a unique transparent design. He shares insights on his brief retirement that left him craving creativity, the challenges of high product defect rates, and the strategic importance of the Indian market. Carl emphasizes the integration of AI without overhyping it and reflects on the influence of early experiences, community involvement, and the balance of design and functionality in technology.

Aydin Senkut, the founder and managing partner of Felicis Ventures, shares invaluable insights from his two-decade journey in venture capital. Growing up in Turkey, his entrepreneurial upbringing shaped his risk-taking perspective. He emphasizes the benefits of a generalist approach, advocating for broad portfolio diversification with 50-70 companies per fund. Aydin discusses Felicis's aggressive investments in AI, the importance of timing and market factors, and lessons learned from both successes and misses, like Airbnb. His unique strategies reveal a compelling vision for the future of technology.

Joey Krug, a cryptocurrency investor and partner at Founders Fund, shares his insights on the evolution of prediction markets, having co-founded Augur a decade ago. He discusses how these markets are reshaping finance and breaking critical information barriers. Joey explains the struggles Augur faced and his transition to backing Polymarket, which emerged as a leader in the space. He also covers the rise of crypto treasury companies, the implications of regulatory shifts, and how savvy investors can navigate market dynamics.