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August 2, 2026Episode 461 hr 22 min
Is AI Revenue Inflated? | The Dejima Mafia
Babak Hodjat has been building AI agents since 1998. He said that in front of a room in San Francisco last week, sitting next to his brother Siamak for the first time in 25 years. His argument is narrower than the bubble talk, and more useful. Enterprises are not buying AI because a need has been identified. They are buying because the business side expects productivity in return. The engineering that would actually deliver that productivity has not been done yet. Until it is, the revenue is running ahead of the value. He also thinks most of the layoffs attributed to AI were cuts companies could already afford. Babak co-founded Dejima in 1998. The patent behind it, "Adaptive interaction using an adaptive agent-oriented software architecture," carries a June 15 1998 priority date and became foundational to Apple's Siri. Sybase acquired the company in 2004. He went on to co-found Sentient Technologies, applying evolutionary algorithms to trading, and now leads AI at Cognizant. Siamak Hodjat was at Dejima from the start and stayed in the assistant world through Siri, Viv Labs and Gameplanner alongside Adam Cheyer. Recorded live in San Francisco on July 25, 2026, in front of a room of founders and researchers. Our Partner : www.humanagency.com News letter : https://secondnewsletter.substack.com Babak Hodjat : https://www.linkedin.com/in/babakhodjat/ Siamak Hodjat: https://www.linkedin.com/in/siamak-hodjat-98669/ Caroline Hoogland: https://www.linkedin.com/in/caroline-hoogland-a092b25a/ Ardalan Javadi: https://www.linkedin.com/in/ardalanjam1369/ Farzam Hejazi: https://www.linkedin.com/in/farzam-hejazi-5b608081/ About Us : Linkedin : / secondpodcast Twitter : /thesecondpod Instagram : / thesecondpod #Secondpod #Second_Pod #پادکست ـ دوم #secondpod #پادکست
July 7, 2026Episode 451 hr 27 min
Ramin Hassani I Co-Founder & CEO of Liquid AI
Ramin Hasani is the co-founder and CEO of Liquid AI, and he has done what almost no one in AI has: built a real alternative to the transformer, the architecture behind ChatGPT and nearly every model you touch. Liquid AI raised a $250M Series A led by AMD, and by his own account now sits around $4.5 billion. The core idea did not come from a bigger data center. It came from the 302-neuron brain of a 2mm worm. We also get into the part most founders never put on a slide. While the whole field was stripping complexity out of neural networks to make them scale, Ramin spent seven years adding it back in, chasing an equation about how two neurons talk that had sat unsolved since 1907. He cracked it on a chalkboard at MIT, one now headed to the MIT history museum. Ramin was born in Iran and left for Politecnico di Milano, then a PhD at TU Wien in Vienna, where modeling the brain of a worm became Liquid Neural Networks. From there: MIT, CSAIL, a 2022 Nature paper, and in March 2023 spinning the research into Liquid AI alongside Daniela Rus, Mathias Lechner, and Alexander Amini. Our News Letter : https://substack.com/@seondnewsletter Ramin Hassani Linkedin : https://www.linkedin.com/in/alikashani Ardalan Javadi : https://www.linkedin.com/in/ardalanjam1369/ Farzam Hejazi: https://www.linkedin.com/in/farzam-hejazi-5b608081/ 00:00:00 Introduction 00:03::24 Why Noise Is Actually a Resource for Computation 00:06:01 Where the Whole Worm Idea Came From 00:6:56 Why Ramin Chose the C. elegans Worm as the Basis of His Research 00:10:19 How Ramin Found His First Co Founder 00:18:08 The Equation Ramin and His Team Solved That Had Been Unsolved Since 1907 00:19:06 The First Mathematical Attempt in 1953 to Show Neuron Relationships 00:19:41 What Is the Problem With Differential Equation Based Machine Learning? 00:21:29 The Aha Moment Behind Liquid AI 00:22:16 The Birth of Liquid AI 00:22:46 How Sergey Levine Inspired the Name 00:24:09 How Liquid AI's Architecture Differs From Transformers 00:25:09 The Relationship Between Bias and Algorithm Scalability 00:28:05 Why Liquid Neural Networks Have an Efficiency Advantage at Scale 00:29:41 Do Scaling Laws Apply to Liquid Models? 00:31:26 Attention Is Not the Only Thing You Can Scale 00:34:08 How the Liquid Search System Works 00:34:53 Why Liquid AI Has the Lowest Memory Usage and Latency and Why It Is Hybrid 00:35:00 The Best Foundation Model for CPUs 00: 37:30 How to Close Enterprise Customers in the AI Era 00:38:29 What Vanguard Taught Ramin About Financial Strategy 00:41:58 125 Enterprises Are Now Using the Liquid AI Model 00:42:56 How to Design a Revenue Model for Enterprise in the AI Era00:43:19 How Shopify Uses Liquid AI 00:44:00 How Mercedes Uses Liquid AI With a 600 MB Model 00:45:51 The Quality of $1 of Liquid AI Revenue Compared to $1 of Anthropic 00:47:13 Why Liquid Is Going After Arm's Business Model 00:52:53 The Story Behind Another Iranian Founded AI DNA Startup That Raised $200M in Seed 00:55:47 The Story Behind Liquid AI's $290M Fundraise 00:59:30 How to Close a Seed Round 00:1:00:17 The Mastermind Behind the Fundraising 00:1:02:57 The Story Behind AMD Leading the Round 1:04:56 Why Revenue Matters So Much for Fundraising 1:05:22 Liquid AI Is Now at a $4.5 Billion Valuation 1:05:51 Ramin's Insight on Building a World Class Network 1:07:32 Ramin's Takeaways From Meeting Jamie Dimon 1:08:31 Jamie Dimon's Pitch for Liquid AI 1:08:51 How to Build an Effective Short Narrative for Your Pitch 1:10:31 Leading by Example 1:11:07 What Is the Best Definition of Intelligence? 1:14:32 Silicon Valley Is a Gossip Town 1:16:22 Why an Exponential View Matters and How Sam Altman Does It References: Check our News Letter : https://substack.com/@seondnewsletter?r=2v0lej&utm_campaign=profile&utm_medium=profile-page About Us : Linkedin : https://www.linkedin.com/company/secondpodcast/ Twitter : /thesecondpod Instagram : https://www.instagram.com/thesecondpod/ #Secondpod #Second_Pod #پادکست ـ دوم #secondpod #پادکست
June 28, 2026Episode 441 hr 29 min
Young AI Researcher Disrupting the Entire Industry - Ali Behrouz
Ali Behrouz is an AI researcher and the author of two of the most talked about papers in machine learning right now, Titans and Nested Learning. He is a PhD student at Cornell University and a researcher at Google, and his work takes direct aim at one of the field's biggest questions: what comes after the transformer. His paper Nested Learning, which Google's Jeff Dean called a possible paradigm shift, rethinks the whole deep learning stack. In this conversation we get into the back story behind Titans and Nested Learning, how Ali thinks about transformers and where they fall short, the idea that all of deep learning is really associative memory, and his newer work on giving models a kind of "sleep" phase to consolidate what they learn. One of the most insightful conversations we have had on where AI is heading. Ali was named as the best AI researcher in 2025 by Second Group: Second Prize Awards 2025, Celebrating the Best Iranian AI Scientists, Roboticist, CEOs & Startups Ali Behrouz : Ali BehrouzGitHubhttps://abehrouz.github.io Ardalan Javadi: https://www.linkedin.com/in/ardalanjam1369/ Farzam Hejazi: https://www.linkedin.com/in/farzam-hejazi-5b608081/ Subscribe to our Newsletter : https://substack.com/@seondnewsletter 00:00 Introduction 03:26 What is Intelligence? 05:51 Academic Journey 11:57 From Blockchain to Brain Networks 17:21 The Allure of Computational Social Science 21:02 The Genesis of TITAN 24:39 Human Memory Systems vs. AI Caching 32:36 The Disconnect: Solving Anterograde Amnesia in LLMs 41:40 Mechanics of TITAN 47:37 The Viral Aftermath: Dealing with Hype and Haters 52:09 Why Transformers Dominate & The Rebranding Epidemic 57:24 Scaling Laws and the Limitations of Pure Compression 64:05 Anthropic vs. OpenAI 66:06 Architectural Frontiers: Loop Transformers & Mixture of Depths 69:01 Moving Beyond TITAN 77:51 Nested Learning: Emulating Brain Frequencies 81:44 Memory Distillation and AI Sleep Cycles 83:24 Career Advice: Scientific Progress as "Old Ideas + New Noise" References https://www.seltzer.com/margo/ https://en.wikipedia.org/wiki/Large-scale_brain_network https://www.geeksforgeeks.org/machine-learning/introduction-to-recurrent-neural-network/ https://en.wikipedia.org/wiki/Mamba_(deep_learning_architecture) About Us : Linkedin : https://www.linkedin.com/company/secondpodcast/ Twitter : /thesecondpod Instagram : https://www.instagram.com/thesecondpod/ #Secondpod #Second_Pod #پادکست ـ دوم #secondpod #پادکست
June 4, 2026Episode 431 hr 7 min
Ali Kashani, Serve Robotics
Ali Kashani is the co-founder and CEO of Serve Robotics, and he has done what almost no one in Robotics has: put robots on real streets in dozens of cities and made people love them. He is the youngest Iranian-born CEO on the Nasdaq, the youngest CEO of any robotics company on the exchange, growing revenue around 600 percent year over year and scaling from 100 robots to thousands in a single year. We also get into the part most founders never put on a slide. Between spinning out of Uber and ringing the Nasdaq bell, Serve hit its last payroll ten times. Two of those times Ali made payroll out of his own mortgage. Ali was born in Iran and left at 17. He did his robotics PhD at the University of British Columbia on fusing LiDAR and cameras, started an energy hardware company that nearly died and then sold I co-hosted this one with a friend of the pod Brendan, Managing Director of AI and Partner at Human Agency . Our News Letter : https://substack.com/@seondnewsletter Ali Kashani Linkedin : https://www.linkedin.com/in/alikashani Ardalan Javadi : https://www.linkedin.com/in/ardalanjam1369/ 00:00:00 The youngest Iranian-born CEO on the Nasdaq 00:01:19 Why a public company beats a private one 00:02:47 The path to Serve: a robotics PhD and LiDAR 00:04:14 Fired, broke, and one step at a time 00:07:20 The dead company that came back 00:08:31 DARPA 2005 and the contrarian bet on LiDAR 00:12:45 Designing a robot people would forgive 00:16:04 Principle before perception 00:18:45 Building the ecosystem: NVIDIA, Magna, Uber 00:23:56 Dots versus lines, and "Exit Path" 00:26:24 Turning customer concentration into a feature 00:29:38 The real unit economics of a delivery 00:31:48 Picking cities and rolling out robots 00:33:17 The case for optimism on AI and jobs 00:37:49 Sidewalks versus streets 00:41:18 The IPO and the numbers ‘00:42:23 Ten last payrolls and the Kashani loan 00:46:10 Two days before Christmas: the call to Jensen 00:48:50 From bankruptcy lawyers to the bell in three months 00:49:11 The coming valley and the humanoid hype 00:50:50 Where the value is in physical AI 00:53:24 Why narrow robots beat humanoids, for now 00:55:00 Don't follow trends 00:57:44 Uncertainty is the job 01:00:59 Startups as entropy reduction engines 01:02:31 Touraj, Noosheen & Pejman 01:04:39 His hope for Iran References : https://investors.generac.com/news-releases/news-release-details/generac-announces-acquisition-neurio-technology-inc https://en.wikipedia.org/wiki/DARPA_Grand_Challenge https://bothsidesofthetable.com/invest-in-lines-not-dots-611f36491d73 https://www.therobotreport.com/four-ways-to-make-ai-products-that-people-will-love/ About Us : Linkedin : https://www.linkedin.com/company/secondpodcast/ Twitter : /thesecondpod Instagram : https://www.instagram.com/thesecondpod/ #Secondpod #Second_Pod #پادکست ـ دوم #secondpod #پادکست
April 27, 2026Episode 421 hr 31 min
$3.2B in 10 Years | Martin Basiri
Martin Basiri built ApplyBoard into a $3.2B company in 10 years, helping over 2 million students study abroad. He is among the very few Iranian immigrants to build a multibillion dollar company in North America, and ApplyBoard alone now contributes 0.6% of Canada's GDP. In this first time Martin shares his full playbook, before his first $3M raise, his vision for the future of immigration, and what he is building next with Passage, a new financial aid platform reimagining how students fund their education. Martin Basiri Linkedin : https://www.linkedin.com/in/martinbasiri/ More about Passage : https://www.linkedin.com/posts/martinbasiri_passage-is-3-years-old-we-started-the-share-7445530978036658176-fnn4?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAABcWhnUBc4VY_Jeg2Zkx0n3jQpTTTh3xu30 Our Newsletter : https://secondnewsletter.substack.com/ Ardalan Javadi : https://www.linkedin.com/in/ardalanjam1369/ 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 0:00 0.6% of Canada's GDP 0:39 Martin's Introduction 2:02 The system design idea behind ApplyBoard 7:37 Did your short experience as an employee in Ohio make it clear you couldn't work for others? 9:09 Martin's philosophy on taking action 1 1:09 Martin's impact on Canada's economy 13:01 ApplyBoard is the largest study abroad company globally 13:44 The global problem in higher education 14:51 ApplyBoard as the greatest impact entrepreneurship 17:00 Passage's financial aid system 18:22 How did Martin discover the higher education problem? 28:22 Contrarian and right 29:20 Martin's insight on growth stage capital 33:41 ApplyBoard's revenue growth stats 34:52 300 no's for the first $3M 35:18 Plug and Play 39:25 Martin is the only Iranian in the past 20 years to build a $3.2 billion company as an immigrant 40:37 Martin's take on AI's long term impact on higher education 48:39 Martin's take on the future of immigration 50:00 Fertility rate 57:07 Martin's prediction on the future of study abroad and why Passage matters 1:02:00 Martin's unique insight on immigration 1:04:00 Canada's population decline this year 1:05:22 Canada's productivity decline 1:07:08 The median income of immigrants from Canada to the US is $142,000 1:08:14 The rising cost of tuition in higher education 1:09:10 What is Passage? 1:14:16 Which country has had the best immigration policy in recent years? 1:18:19 Martin Basiri's 5 toolkits for entrepreneurs
March 31, 2026Episode 411 hr 18 min
Two Kings, One Board | Anthropic vs OpenAI
We sat down in March 2026 to break down the two most important companies in AI. This episode is a full deep dive into Anthropic and OpenAI, comparing everything from corporate structure and revenue models to business strategy, research philosophy, and the politics shaping both companies. We cover the founding stories, the safety vs scale debate, enterprise adoption, fundraising dynamics, the Pentagon ban, and where both companies are headed next. Whether you're a builder, investor, or just following the AI race closely, this is the episode. ur Newsletter : https://secondnewsletter.substack.com/ Ardalan Javadi : https://www.linkedin.com/in/ardalanjam1369/ Farzam Hejazi: https://www.linkedin.com/in/farzam-hejazi-5b608081/ 0:00 Introduction 49:03 Iran 3:16 Anthropic vs OpenAI summary 4:29 Revenue Chart 7:12 Story Behind OpenAI and Deepmind 12:27 Political Motivation Behind Anthropic, Effective Alterism 13:00 Why did Amodei leave OpenAI? 13:22 Anthropic Co-founders 14:25 When did the war begin? 16:00 Anthropic fundraising story 17:00 Open Philanthropy in the story? 18:22 Consumer vs Enterprise? 20:32 google did favor? 23:08 Why is Anthropic in love with regulations? 23:53 Anthropic is the master of regulatory capture 24:20 Bill Gurley about the Anthropic 25:22 Anthropic Legal team is from the Government? 25:58 How Anthropic when the government contracts? 31:18 Claude Code vs Codex? 31:56 Focus 37:50 Skill 39:44 Financial Analysis 43:39 OpenClaw 44:25 OpenClaw Stat 47:33 Codex App 51:43 Amodei Risk Strategy 59:29 Add for OpenAI 1:0:13 Department of War 1:04:00 Contract with Department of War 1:08:58 OpenAI risks 1:15:18 OpenAI and Private Equity 1:17:38 Iranian Anthropic Board Member References : https://openai.com/index/introducing-openai/ https://www.acquired.fm/episodes/google-the-ai-company https://issuu.com/pomfretschool/docs/spring_2023_magazine/s/21821582#:~:text=In%20July%202015%2C%20a%20handful,start%2Dup%20incubator%20Y%20Combinator. https://www.acquired.fm/episodes/google-the-ai-company https://mindmatters.ai/2024/09/silicon-valleys-trendy-ethic-effective-altruism/ https://fortune.com/2025/12/02/daniela-amodei-anthropic-cofounder-claude-openai/ https://www.anthropic.com/news/anthropic-raises-series-b-to-build-safe-reliable-ai https://www.youtube.com/watch?v=O_AfZ6J0ToE https://www.youtube.com/watch?v=W3YpC4Dvzso https://www.linkedin.com/in/elizabeth-kelly-dc/ https://www.linkedin.com/in/holden-karnofsky-75970b7/ https://www.marketingaiinstitute.com/blog/dario-amodei-ai-entry-level-jobs https://www.anthropic.com/news/model-context-protocol https://www.linkedin.com/in/farzam-hejazi-5b608081/ https://www.cnbc.com/2025/10/06/anthropic-deloitte-enterprise-ai.html https://myclaw.ai/?utm_source=ggzhuan&gad_source=1&gad_campaignid=23639453985&gbraid=0AAAABCxkYQOeGOrIKZhTFpHNFSyzzRfOj&gclid=CjwKCAjwspPOBhB9EiwATFbi5FOiQupWtKzL_0mzKzlnKUaEaKbKYrJ748p8hDKoqXCu_PE08pp5BRoCWsIQAvD_BwE https://www.youtube.com/watch?v=n1E9IZfvGMA https://www.youtube.com/watch?v=gzwRflcLPAAZZ https://www.vccircle.com/openaijoins-anthropic-in-courting-private-equity-firms-for-enterprise-ai-venture https://www.youtube.com/watch?v=9kLQXX76rEI&list=PLey29VA1L5hkYHI-J6R2emxTtiSLnsVmn https://www.linkedin.com/in/yasminrazavi/ Linkedin: https://www.linkedin.com/company/secondpodcast/?viewAsMember=true X : https://x.com/thesecondpod Instagram : https://www.instagram.com/thesecondpod/ #ArdalanJavadi #هوش_مصنوعی #عامل_محور #ایجنت #سندباکس_ایجنت #کارآفرینی #استارتاپ #جذب_سرمایه #سرمایه_جسورانه #سیلیکون_ولی #SecondPod #Ardalan Javadi
January 6, 2026Episode 401 hr 2 min
Second Prize Awards 2025, Celebrating the Best Iranian AI Scientists
Why will Google & NVIDIA struggle next year? We're celebrating the best Iranian AI scientists, roboticists, VCs & startups while revealing what's coming in 2026. Newsletter : https://secondnewsletter.substack.com/ Ardalan Javadi : https://www.linkedin.com/in/ardalanjam1369/ Farzam Hejazi: https://www.linkedin.com/in/farzam-hejazi-5b608081/ 0:00 Introduction 3:04 Best AI Scientist of the Year 10:03 Best Roboticist of the Year 13:46 Best Robotic Startup of the year 16:25 Best Venture Capitalist of the year 33:08 Best none AI Business 38:19 Best CEO of the Year 42:06 Best AI Model or Product 48:49 Best Female in Tech or Investment 50:19 Best Podcast Episode of the year 52:01 Most Two Important Trends in 2026 References: https://arxiv.org/pdf/2501.00663 https://arxiv.org/pdf/2505.23735 https://www.youtube.com/watch?v=uX12aCdni9Q https://www.linkedin.com/in/vahab-mirrokni-49774112/ https://www.linkedin.com/in/alibehrouz/ https://www.youtube.com/watch?v=jux_L-Re5JA https://www.linkedin.com/in/vahdat/ https://www.linkedin.com/in/pouransari/ https://www.arxiv.org/pdf/2510.02375 https://www.linkedin.com/in/alikashani/ https://www.youtube.com/watch?v=xNsj3nfkTHQ&t=1s&pp=ygUXVG91cmFqIFBhcmFuZyBTZWNvbmRQb2Q%3D https://www.youtube.com/watch?v=IOC7X9lfb1k https://www.linkedin.com/in/brettadcock/ https://www.linkedin.com/in/dorsa-sadigh-6988581a/ https://x.com/dorsasadigh/status/1899981257427313037?s=46 https://en.wikipedia.org/wiki/Presidential_Early_Career_Award_for_Scientists_and_Engineers https://www.figure.ai https://www.linkedin.com/in/cbfinn/ https://www.worldlabs.ai https://joincolossus.com/article/ramtin-naimi-man-hot-hand/ https://www.youtube.com/watch?v=QEICTvGNKrY https://medium.com/@annayeleferenko1995/how-cursor-anysphere-became-a-29-3b-company-in-just-a-few-years-eaf693674ef7 https://neo.com/startups https://www.institutionalinvestor.com/article/2bsx50dfm3p7vduehik8w/culture/the-unusual-ambitions-of-chamath-palihapitiya Ramtin N. - San Francisco Bay Area | Professional Profile | LinkedInlinkedin.com https://finance.yahoo.com/news/nvidia-acquires-ai-chip-startup-150217099.html https://www.tiktok.com/@theallinpod/video/7335094802742054186 https://open.substack.com/pub/chamath/p/the-future-of-ai-compute-a-conversation?utm_campaign=post&utm_medium=email https://www.youtube.com/watch?v=UneoszmxRGg https://www.linkedin.com/in/mohsenmoazami/ https://www.linkedin.com/in/sundeepm/ https://en.wikipedia.org/wiki/Will_Ahmed https://www.forbes.com/profile/adam-foroughi/ https://en.wikipedia.org/wiki/Mike_Amiri https://code.claude.com/docs/en/overview https://youtu.be/38YCBtzWptU?si=UJPqZc3RWqgOe_pH https://www.liquid.ai/team/ramin-hasani Adam Foroughi - Los Angeles, California, United States | Professional Profile | LinkedInlinkedin.com https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.youtube.com/watch%3Fv%3D50_DF8Aw7S0&ved=2ahUKEwimkOaE_e2RAxV2FjQIHSHrDpIQtwJ6BAgYEAI&usg=AOvVaw2n5JBp3evO3dgwfdt0zOzT https://www.sparkcapital.com/team-members/yasmin-razavi https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.youtube.com/watch%3Fv%3DtNZnLkRBYA8&ved=2ahUKEwie6-79_u2RAxVMFjQIHQlVHcAQtwJ6BAgaEAI&usg=AOvVaw3f3wVywqXIx5HWqTLdJg6- https://youtu.be/21EYKqUsPfg?si=pSYY0LOgQ4O_C3-5 Linkedin: https://www.linkedin.com/company/secondpodcast/?viewAsMember=true X : https://x.com/thesecondpod Instagram : https://www.instagram.com/thesecondpod/ #ArdalanJavadi #هوش_مصنوعی #عامل_محور #ایجنت #سندباکس_ایجنت #کارآفرینی #استارتاپ #جذب_سرمایه #سرمایه_جسورانه #سیلیکون_ولی #SecondPod
August 27, 2025Episode 391 hr 30 min
$8.5M in 10 Days with VERIS AI Founders
در این قسمت میزبان دو همبنیانگذار Veris، اندی پرتوی و مهدی جامعی هستیم؛ یکی از سریعترین استارتاپهای روبهرشد در حوزه هوش مصنوعی. Veris در حال ساخت سندباکس ایجنتهاست: محیطهای ایمن و مقیاسپذیر که در آن ایجنتهای هوش مصنوعی میتوانند قبل از ورود به دنیای واقعی، آموزش ببینند، تست شوند و کارایی واقعی خود را ثابت کنند. در این گفتوگو، اندی و مهدی درباره محصول، داستان شکلگیری، کاربردهای واقعی، و اینکه چطور فقط در ۱۰ روز ۸.۵ میلیون دلار از سرمایهگذاران طراز اول جذب کردند صحبت میکنند—از تاکتیکها و اشتباهات تا نکاتی که واقعاً برای سرمایهگذاران جذاب بود. در این قسمت، امیرعلی مهاجر (بنیانگذار HostAI ) نیز همراه ماست. لینکها امیرعلی مهاجر: https://www.linkedin.com/in/amiralimohajer/ مهدی جامعی: https://www.linkedin.com/in/mehdijamei/ اندی پارتوی: https://www.linkedin.com/in/andi-partovi/ Deck : https://www.canva.com/design/DAGp5AphGww/WNFz1J6hRBUqyN4tUzEOsw/edit?utm_content=DAGp5AphGww&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton فصلها 0:00 خلاصه 1:11 معرفی 2:06 Veris چه میکنه؟ 2:56 گفتوگو با مهدی 5:06 الهام از خودروهای خودران برای مهدی و اندی 6:50 سوال امیرعلی درباره قابلیتهای اندازهگیری Veris برای ایجنتها 8:00 توضیح اندی درباره Veris AI 9:15 آیا هر ایجنت به محیط اختصاصی نیاز دارد یا سازوکار چگونه است؟ 12:05 راهکار شما فعلاً سازمانی است ,آیا در آینده به استارتاپها هم کمک میکند؟ 14:54 توصیهٔ اندی: چه استراتژیای ایجنت قابلاعتماد میسازد؟ 16:07 «توسعهٔ مبتنی بر شبیهسازی» برای ایجنتها یعنی چه؟ 16:30 تعریف «ایجنت» چیست؟ 19:00 پستولیدِ وظایف عاملمحور 20:00 مزیت رقابتی (Moat) شما چیست؟ 25:10 چگونه میخواهید برنده شوید؟ 26:11 آشنایی شما در برنامهٔ Pear VC چگونه شکل گرفت؟ 30:22 داستان شکلگیری Veris 30:54 چگونه مطمئن شدید تیم مناسبی هستید؟ 38:26 اشارهٔ امیرعلی: فنیتر بودن اغلب از صرفِ دانشِ Domain باکیفیتتر است 40:26 SecondPod فصل سوم 40:39 اسلاید ۱ 41:43 استراتژی فاندریزینگ 44:09 ۸.۵ میلیون دلار در ۱۰ روز,چطور؟ 48:11 سرمایهگذاران این روزها به کدام کنفرانسها میروند؟ 51:23 اسلاید ۲ 51:50 جایگاهگذاری شما کجاست؟ 55:03 اسلاید ۳ 57:22 لید اینوستور را چگونه پیدا کردید؟ 1:03:30 مسیر رسیدن به AGI یا ASI چیست؟ 1:08:31 نظریهٔ «انتخاب طبیعی» در آیندهٔ AI؟ 1:12:58 در استخدام به دنبال چه ویژگیهایی هستید؟ 1:16:27 برنامهٔ استخدامیِ غیرفنی؟ 1:19:39 استراتژی GTM چرا مؤسسات مالی؟ 1:28:46 «موفقیت» را چگونه تعریف میکنید؟ SecondPod لینکدین اردلان جوادی: https://www.linkedin.com/in/ardalanjam1369/ لینکدین SecondPod: https://www.linkedin.com/company/secondpodcast/?viewAsMember=true ایکس (X): https://x.com/thesecondpod اینستاگرام: https://www.instagram.com/thesecondpod/ خبرنامه/پادکست: https://secondnewsletter.substack.com/podcast
November 1, 2024Episode 3856 min
What's Next in the Next 12 Months?
SecondGroup podcast is for informational purposes only and does not provide stock or securities recommendations. The co-hosts may own stocks or assets discussed on the show In this episode, we explore various scenario analyses for the next 12 months of AI reasoning models and examine different asset classes, with a specific focus on the private market. This episode was recorded in the Bay Area. We missed having Shirin with us, as she was traveling Ardalan Javadi Linkedin : https://www.linkedin.com/in/ardalanjam1369/ Farzam Hejazi Linkedin : https://www.linkedin.com/in/farzam-hejazi-5b608081/ Shirin Mojarad Linkedin : https://www.linkedin.com/in/shirinmojarad/ 0:00 Summary 1:44 Subjects 2:18 Ardalan’s experience at the Acquire Live event in San Francisco 3:35 Zuck's Personal Rebranding 5:44 Fed Policy 7:52 What's Ahead in the Market Over the Next 12 Months 10:11 What Can We Learn from Japan? 13:48 Potential Black Swan Events in the Next 12 Months 24:44 Ardalan's Outlook on the Market for the Next 12 Months 25:36 Pitchbook Report on the Performance of Various Funds in the Private Market 26:10 LBO 30:31 Hilton Hotels LBO 32:40 Elon Musk's Position in the AI Market 39:31 Strawberries 44:19 reasoning model References : https://www.wsj.com/economy/central-banking/sorry-the-fed-cant-save-us-from-a-bear-market-fad99617?mod=economy_lead_story https://files.pitchbook.com/website/files/pdf/Q2_2024_Global_Private_Market_Fundraising_Report.pdf https://files.pitchbook.com/website/files/pdf/Q4_2023_Global_Fund_Performance_Report_with_preliminary_Q1_2024_data.pdf https://pitchbook.com/news/articles/openais-strawberry-opens-new-ai-battlefield https://www.youtube.com/watch?v=vIXfYFB7aBI About Us : Linkedin : https://www.linkedin.com/company/thes... Twitter : / thesecondpod Instagram : https://www.instagram.com/thesecondpo... #Secondpod #Second_Pod #پادکست ـ دوم #secondpod #پادکست
October 8, 2024Episode 3758 min
Reframing Entrepreneurship With Narges Baniasadi
In this special episode, we have a fascinating conversation with Narges Baniasadi, a prominent figure in the biotech ecosystem and founder of Bina Technologies, which was successfully acquired by Roche in a deal worth over $100 million. Narges holds a bachelor's degree in computer science from the University of Tehran and a PhD in electrical engineering from Stanford. Following the acquisition, she embarked on what she calls her "second journey"—a shift towards meaningful entrepreneurship, or what she refers to as "impact entrepreneurship." She also launched the Emergence program at Stanford. We dive deep into her philosophy on entrepreneurship and discuss her insights into the key characteristics of impactful entrepreneurship Narges Baniasadi Linkedin : https://www.linkedin.com/in/narges-baniasadi-1a45b94/ Stanford Emergence Program : https://emergence.stanford.edu/ Watch Video on Youtube : https://youtu.be/50_DF8Aw7S0?si=pQpX5T28tZ_jj96a About Us : Linkedin : https://www.linkedin.com/company/thes... Twitter : / thesecondpod Instagram : https://www.instagram.com/thesecondpo... #Secondpod #Second_Pod #پادکست ـ دوم #secondpod #پادکست
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