Silicon Valley
6 statements across 5 episodes · 1 bullish · 4 bearish · 5 people on the record · first statement Feb 7, 2024 by David Hsu · said 81 times in 44 episodes since 2023 · across every show →
Mentions by year
brought up most by Shawn Wang (13), David Hsu (7), William Beauchamp (4), Varun Mohan (4), Aaron Levie (4), Eiso Kant (3), Andy Konwinski (3), Yaroslav Azhnyuk (2)
tap a year for its mentions
2026 21 mentions in 11 episodes 2 per episode
- Why Every Agent Needs a Box — Aaron Levie, Box
- The AI Frontier: from open weights to open research — Eiso Kant, Poolside AI
- 🔬They Thought the Model Was Broken — Matt McPartlon & Neil Patil, Chai Discovery
- Why AI Labs With Unlimited GPUs Still Fail — Anjney Midha, AMP
- FPV Drones -The Next War Is Already Here — Yaroslav Azhnyuk, The Fourth Law & Noah Smith, Noahpinion
- Anthropic’s Felix Rieseberg on AI Coworkers, Local-First Agents, and the Future of Knowledge Work
- Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten
- The AI Memory Problem: Why Long Context Isn’t Enough — Dan Biderman, Engram Co-founder & CEO
- 3 more episodes that year, every mention in 2026 →
2025 36 mentions in 20 episodes 2 per episode
- The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information
- 🕰️ The Oral History of Windsurf (ft. Varun Mohan, Scott Wu, Jeff Wang, Kevin Hou, Anshul R)
- Outlasting Noam Shazeer, Crowdsourcing Chai AI w/ 1.4m DAU — with William Beauchamp, Chai Research
- [State of Research Funding] Beyond NSF, Slingshots, Open Frontiers — Andy Konwinski, Laude Institute
- Long Live Context Engineering - with Jeff Huber of Chroma
- Anthropic, Glean & OpenRouter: How AI Moats Are Built with Deedy Das of Menlo Ventures
- Browserbase: Browser Infrastructure For Your AI Agents
- Beating Google at Search with Neural PageRank and $5M of H200s — with Will Bryk of Exa.ai
- 12 more episodes that year, every mention in 2025 →
2024 22 mentions in 11 episodes 2 per episode
- The State of AI in production — with David Hsu of Retool
- Windsurf: The Enterprise AI IDE
- The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
- Open Source AI is AI we can Trust — with Soumith Chintala of Meta AI
- Agents @ Work: Dust.tt — with Stanislas Polu
- Singapore: the AI Engineer Nation — with Minister Josephine Teo
- Building the Silicon Brain - Drew Houston of Dropbox
- Production AI Engineering starts with Evals
- 3 more episodes that year, every mention in 2024 →
Everything said about Silicon Valley, oldest first
Feb 7, 2024 bearish
Silicon Valley is still largely searching for real AI use cases
“Especially in Silicon Valley, where a lot of the innovation is happening, I think there's actually not that many AI use cases, to be honest, and, ah, AI, to me, even as of what, like January, 19, yeah, 19 to 24, still feels like, ah, in search of truly good us…”
Feb 7, 2024 bullish
Dec 13, 2024 neutral
Mohan: Codeium's office housed Ghost Autonomy and 'Silicon Valley' exterior shoots
“It previously was being leased by, I think, Facebook slash WhatsApp. And then immediately after that Ghost Autonomy, and then now here we are, and we also, you know, I guess one of the things that the landlord told us was this was the place that they shot all …”
Jan 26, 2025 negative
Beauchamp: AI content should be created and trained by users, not Silicon Valley
“The number one problem for users in AI is this. All the AI is being generated by middle-aged men in Silicon Valley, right? That's all the content. You're interacting with this AI. You're speaking to it for 90 minutes on average. It's being trained by a middle-…”
Aug 19, 2025 negative
Huber: Silicon Valley treats AGI as a secular religion
“I think AGI is also a religion. It has a problem of evil. We don't have enough intelligence. It has a solution, a deus ex machina. It has the second coming of Christ that AGI, the singularity is going to come. It's going to save humanity because we will now ha…”