Person
14 episodes · 9 quoted claims
Sarah Guo says OpenAI's Greg Brockman told the No Priors podcast he expects spending on tokens for security to match engineering spend in 2027.
“he said that he thought in 2027, people were gonna spend as much money on tokens for security as engineering.”
Sequence Holdings and the Dell family office announced a $7.7 billion take-private of Baldwin.
“They just announced the largest AI take private to date with the Dell family office of Baldwin for $7.7 billion.”
Sarah Guo says Onyx co-founder Gil previously built synthetic data and worked at Nvidia.
“Your co founder Gil came out of building synthetic data and working at Nvidia.”
Sarah Guo asked about the phased rollouts called Glasswing and Daybreak, from Anthropic and OpenAI respectively.
“Do you have a point of view on the phased rollout or controlled rollout with glasswing and Daybreak from from Ant and OpenAI in this area?”
Sarah Guo described ServiceNow as growing about 20 percent a year with more than 13 billion dollars in trailing revenue.
“ServiceNow is growing about 20 a year, 13 plus billion in revenue, trailing, it's a massive business growing at scale.”
Nikesh Arora joined Palo Alto Networks in 2018, when it was known as a next-generation firewall company, and the host says it has since grown six to seven times in size.
“He joined Palo Alto in 2018, when it was the next gen firewall player and has since grown it to six to seven times the size.”
Nikesh Arora was a senior vice president and chief business officer at Google from 2004 to 2014.
“previously, he was the SVP and CBO of Google during its massive growth phase from 2004 to 2014.”
Cohere was described by the host as valued at more than $5 billion in 2024 and as providing AI language models and solutions for businesses.
“a company valued at more than 5 billion in 2024, which provides AI powered language models and solutions for businesses”
Aidan Gomez founded Cohere in 2019 and, as a Google Brain intern, co-authored the 2017 paper 'Attention Is All You Need'.
“Aidan founded Cohere in 2019, but before that, during his time as an intern at Google Brain, he was a co-author on the landmark 2017 paper.”