David

“And he was part of taking Goldman from place number 17 to number two behind Morgan Stanley, and then he resigned.”

“And what he did was that he built his, he spent a year building his own LLM from CUDA level up to the chat interface.”

“The man who helped me like lead the investigation himself, David, he had all the paperwork from the Capitol. He had somebody from inside the Capitol leaking in the information. So there was my like fact check per se was he had a source from inside the Capitol.…”

“And then with David, he's raised eighty-five million dollars from Green Oaks, Peter Atiyah, Andrew Huberman, and in their first year alone, they're gonna do a hundred million dollars in revenue.”

“And in general, for processed foods and broadly, the value of a processed food should be measured by calories coming from protein.”

“RX bars were like really bad on, on plasticizers. So microplastics and RX bars predominantly an agricultural product. It's dates, almonds, eggs. David scores like is super clean. It doesn't have any plasticizers, heavy metals, and that's because of its process…”

“Yeah, it was investing through skin in the game.”

“Six 50, pre.”

“Yeah. So that would be like the underwriting for like worst case scenario, sort of like, if they don't really do what they're saying they're going to do, this would be a minimum 1,000,000,005, something like that.”

“So David's TAM, I think was one point, like one to 1.5 billion.”

“The difference is Mars has done it through M&A. We'll do it through creation.”

“Yeah, and this company went from like two million dollars in gross revenue the first year, the next year six and a half million in revenue, and is now on a trajectory towards a hundred.”

“And that's what we did at our accident. That's at David. We're doing it as well. Like we're sample, we sample like crazy. It's like trial is so important.”

“That's exactly what I was interviewing David, who founded sub magic.com. They went from like zero to one million in three months.”

“Peter Rahal. Founded RX Bar. Did not raise a lot of venture capital. I don't know if he raised any. He sold the business for hundreds of millions of dollars, became very wealthy, and then decided to run it all back and build another protein bar company”

“Like it'll clearly be somewhere, probably 500 to a billion dollar outcome again.”

“Over the last 18 months or so, the cost of a million tokens going into a GPT-IV equivalent model has basically dropped 240 X.”

“Like, literally, like, David had seven percent of the company at that point.”

“And of the 12, seven of them said, sure, we'll hire you. And from a dingy office on the east end of Toronto, David and I worked for seven different customer service teams remotely at the same time, living and breathing customer service for what would become th…”

“Like any investor that claims they knew image generation From text was a killer use case, like, a year or two ago, besides you, is just empirically wrong, given David's completely investor-free cap table and amazing business, right, so.”

“So the split between us is 35, 65.”

“David and I started trying to write about them eight years before billions ever happened, and almost did a project about them at HBO, and the last minute didn't happen because of the financial crash of”

“And there is no better training. There's no better Discipline. There's no better process that I've seen in my career than what David and Dean Takahashi put together at Yale.”