

$1B GLP-1 Lessons, New AI Careers, China's 2030 Master Plan | Sam Broner, Jonathan Slotkin, Liz Hoffman, Bret Taylor, Ariyan Kabir, Atif Siddiqi
About this episode
From the show’s notes(02:28) - $1B GLP-1 Lessons
(26:57) - China's Pork Problem
Read the show’s notes in full
(30:39) - America's Best New Weapon
(38:59) - Inside OpenAI & Anthropic's Finances
(44:48) - The New AI Careers
(52:53) - China in the AI Talent Race
(56:33) - China's 2030 Master Plan
(01:06:13) - 𝕏 Timeline Reactions
(01:15:41) - Sam Broner, co-founder of The Better Money Company, discusses raising $10 million to build a stablecoin clearinghouse aimed at facilitating seamless payments between different stablecoins. He explains that, similar to traditional clearinghouses connecting financial institutions, their platform will enable payments companies to handle stablecoin transactions more efficiently. Broner also highlights the impact of the GENIUS Act, which has spurred increased interest from large companies in adopting stablecoins for payments, leading to a surge in requests for stablecoin projects.
(01:32:57) - Jonathan Slotkin, MD, is a practicing neurosurgeon and co-founder of Scrub Capital, a venture capital firm focused on early-stage healthcare investments. In the conversation, he critiques the portrayal of a health tech company in a recent article, emphasizing the need for deeper scrutiny of medical claims and regulatory compliance. He highlights the importance of distinguishing between genuine innovation and unsubstantiated marketing, particularly in the context of telemedicine and peptide therapies.
(01:47:20) - Liz Hoffman, a seasoned journalist and business and finance editor at Semafor, discusses the launch of her new weekly interview show, "Compound Interest," which delves into the inner workings of significant economic sectors through conversations with industry leaders. She highlights recent episodes featuring David Ulevitch from Andreessen Horowitz on defense technology and the CEO of Oura discussing advancements in wearable health devices. Additionally, Hoffman shares insights on the U.S. labor market, emphasizing demographic shifts and the evolving impact of AI on employment trends.
(02:00:44) - Bret Taylor is an American computer programmer and entrepreneur, known for co-creating Google Maps, serving as CTO of Facebook, and co-founding the AI startup Sierra. In the conversation, Taylor discusses Sierra's rapid growth to $100 million in annual recurring revenue within seven quarters, highlighting successful deployments with companies like Nordstrom, which implemented Sierra's AI solutions in just four weeks. He emphasizes the company's focus on accelerating customer success through AI-driven solutions, including the development of Ghostwriter, a product that reimagines the platform around AI to enhance user experience.





