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SVIC Podcast

Podcast SVIC Podcast
Jordan Thibodeau
Tech veterans takes on the valley without the hype. The SVIC Podcast is two tech industry veterans dishing out real talk about tech, business and AI. We discus...

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  • We React To All-In Podcast The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Stripe
    We react to the All-In Podcast. In this conversation, the hosts discuss Elon Musk's data center, Grok 3, AI, Stable coins, the importance of constraints in fostering innovation, the pitfalls of overfunding startups, and the ongoing debate about the merits of going public versus remaining private. Don't miss today's bonus episode live stream on youtube for our paid members. Go to patreon.com/svic so you don't miss it!Svicpodcast.com: For Questions, Book recs, Videos, Newsletters, etc.patreon.com/svicFollow us:Threads: www.threads.net/@svicpodcastTwitter: https://x.com/svicpodcastLinkedIn: https://www.linkedin.com/company/svicpodcastTiktok: https://www.tiktok.com/@svicpodcastInstagram: https://www.instagram.com/svicpodcastSpotify: https://podcasters.spotify.com/pod/show/svicpodcastShow hosts Joe (Eng VP) and Jordan (M&A Deal Lead) worked at various companies from Google, Apple, Facebook, Microsoft, Salesforce, Slack, Carta, Splunk, Wealthfront, Adobe, and more.#ai #openai ChaptersChapters00:00 The Role of Constraints in Innovation06:13 The Dangers of Overfunding Startups12:21 The Debate on Going Public vs. Staying Private18:38 Elon Musk's Innovative Approach to AI24:28 The Power of Interconnected Companies30:38 The Impact of Stable Coins on Developing Economies33:22 The Future of Payment Systems38:35 The Impact of Economic Indicators39:43 The Challenges of Cryptocurrency45:10 Work from Home Dynamics53:27 Decision-Making in Organizations
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  • Googlers React To Dwarkesh Patel: Satya Nadella – Microsoft’s AGI Plan & Quantum Breakthrough
    We react to Dwarkesh Patel's interview with Satya Nadella about Microsoft's AGI plan & Quantum. Don't miss today's bonus episode live stream on youtube for our paid members. Go to patreon.com/svic so you don't miss it!Svicpodcast.com: For Questions, Book recs, Videos, Newsletters, etc.patreon.com/svicFollow us:Threads: www.threads.net/@svicpodcastTwitter: https://x.com/svicpodcastLinkedIn: https://www.linkedin.com/company/svicpodcastTiktok: https://www.tiktok.com/@svicpodcastInstagram: https://www.instagram.com/svicpodcastSpotify: https://podcasters.spotify.com/pod/show/svicpodcastShow hosts Joe (Eng VP) and Jordan (M&A Deal Lead) worked at various companies from Google, Apple, Facebook, Microsoft, Salesforce, Slack, Carta, Splunk, Wealthfront, Adobe, and more.#ai #openai Chapters00:00 - Introduction and Opening Remarks00:09 - Microsoft’s AI Revenue and Token Billing00:40 - Quantum Computing Hype vs. Reality01:10 - Welcome to the SVIC Podcast01:30 - Satya Nadella’s AI and Quantum Computing Discussion03:14 - The Impact of AI on Data Center Investments04:10 - Nvidia, GPUs, and the AI Chip Wars06:50 - Inference vs. Training: The Battle for AI Efficiency07:53 - Microsoft’s AI Revenue and the Rise of Cloud AI Services08:49 - Satya Nadella’s Strategic AI Bet on OpenAI10:08 - Comparing Satya’s OpenAI Bet to Zuckerberg’s WhatsApp Acquisition12:16 - Microsoft’s AI Business Model: A Multi-Billion Dollar Strategy13:29 - AI Agents and Future Business Models14:45 - Alive & Dead CEOs - Can You Speak At A Podcast w/o PR Help17:17 - The Rise of CEO Transparency in Media 19:21 - Microsoft’s Quantum Chip: A PR Move or Real Innovation?22:09 - The Gartner Hype Cycle and Tech Industry Trends25:30 - Why Big Companies Struggle to Innovate Like Startups27:55 - The Importance of Distributed Computing in AI30:42 - Quantum Computing and the Future of Encryption36:45 - The Commercial Viability of Quantum Computing39:21 - Why Venture Capital Struggles with Long-Term Science Bets43:39 - How Microsoft and Apple Capitalized on Xerox PARC’s Innovations46:08 - What If Steve Jobs Were Still Running Apple?47:10 - Microsoft’s AI Hardware Dilemma: GPUs vs. Custom Chips50:23 - Will AI Models Run in the Cloud or Locally?51:12 - Why Satya Nadella Avoids Monopoly Markets54:36 - Satya Nadella’s Take on AGI and Economic Growth56:35 - AI Regulation and the Role of Governments1:02:41 - How AI CEOs Balance Safety Concerns with PR Hype1:04:28 - Investor Frenzy Over AI Labs and Model Development1:05:03 - Closing Thoughts and Call to Action
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  • Google Director reacts to All In Podcast: DOGE vs USAID, Crypto Framework, Google's $75B AI Spend
    Engineers & tech lovers: Join our private discord to talk about the latest developments in AI and how others are deploying these systems, head to patreon.com/svic to join our discord.We live stream every Monday and Wednesday at 12pm PST.Follow us:Threads: www.threads.net/@svicpodcastTwitter: https://x.com/svicpodcastLinkedIn: https://www.linkedin.com/company/svicpodcastTiktok: https://www.tiktok.com/@svicpodcastInstagram: https://www.instagram.com/svicpodcastSpotify: https://podcasters.spotify.com/pod/show/svicpodcastShow hosts Joe (Eng VP) and Jordan (M&A Deal Lead) worked at various companies from Google, Apple, Facebook, Microsoft, Salesforce, Slack, Carta, Splunk, Wealthfront, Adobe, and more.⏰ Time Codes:00:00 - Introduction and Opening Discussion00:57 - Impact of Global Competition on Manufacturing Jobs02:51 - Wall Street Journal's Findings on Manufacturing Towns04:08 - Balancing Economic Growth and Worker Displacement05:11 - The Psychological and Social Impact of Job Loss06:26 - Economic Growth vs. Social Stability07:54 - The Speed of Technological Change and Its Challenges09:00 - The Role of Job Retraining in a Rapidly Changing Economy
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  • Why Elon Musk Owning OpenAI Will Be A Disaster!
    Svicpodcast.com: For Questions, Book recs, Videos, Newsletters, etc.patreon.com/svicFollow us:Threads: www.threads.net/@svicpodcastTwitter: https://x.com/svicpodcastLinkedIn: https://www.linkedin.com/company/svicpodcastTiktok: https://www.tiktok.com/@svicpodcastInstagram: https://www.instagram.com/svicpodcastSpotify: https://podcasters.spotify.com/pod/show/svicpodcastShow hosts Joe (Eng VP) and Jordan (M&A Deal Lead) worked at various companies from Google, Apple, Facebook, Microsoft, Salesforce, Slack, Carta, Splunk, Wealthfront, Adobe, and more.#ai #openai 00:00 - OpenAI Employees vs. Elon Musk00:46 - Welcome to the SVIC Podcast01:05 - Elon Musk's Unsolicited $97B Bid for OpenAI02:30 - OpenAI’s Legal and Financial Battle with Musk04:15 - The Valuation Complications and Nonprofit Structure06:00 - Musk’s Investors and Their Stakes in the Bid07:45 - Potential OpenAI and XAI Merger – Risks and Fallout09:10 - Microsoft’s Concerns Over Musk's Involvement10:30 - Legal Challenges and Government Oversight11:45 - Corporate Politics and AI Industry Power Struggles12:40 - Final Thoughts + Call to Subscribe
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  • Google Employee Reacts To JD Vance's speech on the future of AI - Full Speech
    ideos Mentioned:Googlers React To Google Gemini Going Woke: How Google's AI Ethicists Ruined Gemini's Reputation.https://www.youtube.com/watch?v=2CPN8gSxnDQ&ab_channel=SVICPodcastvGoogle Director reacts to All In Podcast: DOGE vs USAID, Crypto Framework, Google's $75B AI Spendhttps://www.youtube.com/watch?v=jdA190nl6TI&ab_channel=SVICPodcastGoogle Director reacts to Lex Fridman Episode on DeepSeek, China, OpenAI, NVIDIA, xAI, Stargate #459https://www.youtube.com/watch?v=kFVQj0fwslY&t=66s&ab_channel=SVICPodcastSvicpodcast.com: For Questions, Book recs, Videos, Newsletters, etc.patreon.com/svicFollow us:Threads: www.threads.net/@svicpodcastTwitter: https://x.com/svicpodcastLinkedIn: https://www.linkedin.com/company/svicpodcastTiktok: https://www.tiktok.com/@svicpodcastInstagram: https://www.instagram.com/svicpodcastSpotify: https://podcasters.spotify.com/pod/show/svicpodcastShow hosts Joe (Eng VP) and Jordan (M&A Deal Lead) worked at various companies from Google, Apple, Facebook, Microsoft, Salesforce, Slack, Carta, Splunk, Wealthfront, Adobe, and more.#ai #openaisora Chapters00:00 - Introduction and Opening Remarks00:08 - The Role of Immigrants in Tech Innovation00:35 - Welcome to the SVIC Podcast00:54 - JD Vance’s Speech on AI and Policy Discussion03:21 - Comparing Biden and Trump’s AI Strategies07:45 - AI Regulation: EU vs. US Approaches10:30 - Google Gemini Controversy and AI Ethics13:21 - Impact of AI Regulation on Global Competition16:15 - The Role of Venture Capital in AI Startups18:40 - Energy Demands of AI and Nuclear Power Debate22:05 - Human-in-the-Loop AI: Intuitive Surgical Example24:50 - Regulatory Capture and Innovation Trade-offs27:30 - AI’s Impact on Jobs and Workforce Adaptation30:15 - OpenAI’s Expansion into Universities33:10 - Final Thoughts on AI Policy and the Future35:40 - Upcoming Bonus Episode and Discord Meetup36:30 - Closing Remarks and Call to Action
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Über SVIC Podcast

Tech veterans takes on the valley without the hype. The SVIC Podcast is two tech industry veterans dishing out real talk about tech, business and AI. We discuss news, research and help you peak behind the scenes on how Silicon Valley actually works. Our hosts Joe Ternasky and Jordan Thibodeau have worked in high profile roles for Google, Facebook, Microsoft, Apple, Salesforce, Slack, Splunk, Adobe, Carta and Wealthfront.
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