Debargo "DD" Das (Principal at Menlo Ventures) compares AI technology with past local-first internet business models such as ride-sharing and hospitality.
“On the, on AI, I don't think there is any local advantage. So I think everyone is competing on the same playing field.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Debargo "DD" Das
AssertionNot checkable as stated
Das: AI developers have officially run out of public training data
“The second I would say is you know, we've run out of public data.”
Das: China builds near-frontier AI models without cutting-edge GPUs
“They don't have the latest cutting edge GPU resources, yet somehow they're able to come up with models that are not perhaps the best of the best, but they're quite good. They're frontier as you say.”
Das: AI Is Already Solving Longstanding Math Problems to Expand Human Knowledge
“And Alpha Evolve has made novel solutions on this problem that, you know, that haven't been improved upon in 2030 years. So, just to be clear, like, AI is very much pushing the frontiers of human knowledge just in bits and pieces today, and we're going to see …”
Das: San Francisco is the only place where talent rejects multi-million salaries
“People make economically absurd decisions. People will reject offers to make millions and millions of dollars a year because they believe. And like, that just doesn't happen anywhere else in the world.”
This entire site, over 60 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.