Leonis Pod

Compute has been brought to the spotlight as generative AI surges in popularity. As the demand for more sophisticated and powerful AI models grows, so does the need for enhanced compute infrastructure. What does the end of Moore's Law mean for AI development? Is Nvidia the ultimate winner in the AI "arms race"? Join us as we unravel the intricacies of the dynamic field of AI and compute and engage in a thought-provoking conversation Jeff Tseng, a leading expert and former AI lead at Nvidia. Jeff will also talk to us about his entrepreneurial journey and how it brought him to the world of AI, robotics, and compute. (0:00) From entrepreneurship to Nvidia (6:50) Opportunities in the AI space (9:02) The importance of compute for generative AI (14:46) Nvidia in the LLM boom (20:32) Predictive AI vs. generative AI (23:23) Beyond the generative AI hype? (26:51) Predictions for the long-term future

Welcome to another exciting episode of the Leonis Pod! Today, we have a special guest who is a friend of the fund and a visionary in the fields of AI and fintech. He's none other than Paul Gu, co-founder of the AI-powered fintech unicorn Upstart (NASDAQ: UPST). In this episode, Paul will walk us through his journey of growing up as an Asian immigrant in Arizona and dropping out of Yale for the Theil Fellowship and founding Upstart. Note that this episode was recorded a year and a half ago, so some of the descriptions of AI might be outdated. Nevertheless, we believe you will really enjoy Paul Gu's incredible enterpreneurial story and his insights on the future of fintech. ‍ (0:00) Paul's childhood in Arizona (4:53) Dropping out of Yale, the Theil Fellowship, and starting a company (12:52) Finding product market fit (PMF) (27:02) Lessons learned from scaling up a company (28:55) Advice for investors

About a year and a half ago, Jay had an in-depth conversation with Lime founder Brad Bao, where they talked about Brad's experience as an immigrant founder from China. They also talked about Brad's views on what makes a great founder, a great board member, and more. (0:00) Brad talks about his childhood and early entrepreneurial experience (9:18) On starting Lime and finding the right team (16:14) Building company culture (18:56) Top qualities in founders (33:30) The role of a board member (37:26) Book recommendations‍ Referenced in the show: Book recommendations: https://www.amazon.com/Hard-Thing-About-Things-Building/dp/0062273205 https://www.amazon.com/Selfish-Gene-Popular-Science/dp/0192860925

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