Episodes: 163
Frequency: Weekly
Rating: 4.5/5.0
Estimated listeners: 1k-10k
Gender skew: Male
Location: USA
YouTube: 81.5k subscribers
30s Ad: 85 - 105, 60s Ad: 102 - 122
Elad Gil - Serial entrepreneur and startup investor. Co-founder of Color Health and Mixer Labs (acquired by Twitter). Has invested in 40+ companies valued at $1B+ and is author of the High Growth Handbook.
Sarah Guo - Startup investor and founder of Conviction, an investment firm built to serve intelligent software (“Software 3.0”) companies. Former incubator/investor at Greylock Partners with nearly a decade of...
Jacob Helberg - Economic Security Coalition For The AI Supply Chain; Rare Earths/industrial Policy; Durability Of AI Policy; Entrepreneurship Implications
Alexander Taubman - Ai-driven Acquisition/roll-ups; AI Take-private; Nexus Horizontal AI Platform; Scaling Services With Automation
Tuhin Srivastava - AI Inference Demand And Capacity Constraints; Custom Models And Inference Cloud; Multi-cloud/operational Scaling; Supply And Hiring Leadership
The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
May 21, 2026
Companies in Silicon Valley from Nvidia to AMD are racing to fuel the AI revolution with postage stamp-sized AI chips. Meanwhile, a chip the size of a dinner plate just fueled a $63 billion IPO for Cerebras. Elad Gil and Sarah Guo sit down with Cerebras founder and CEO Andrew Feldman to discuss the company’s journey to making one of the largest tech go-publics in history. Andrew details the multi-year journey of pioneering wafer-scale AI computing, including surviving a brutal period of being...
Pax Silica: Inside the Trump Administration’s Tech Strategy with US Under Secretary of State for Economic Affairs Jacob Helberg
May 14, 2026
Securing AI dominance requires more than just semiconductors; it demands a complete overhaul of how the West manages everything that goes into them, from rare earth minerals to actuators. Enter: Pax Silica. Sarah Guo and Elad Gil sit down with US Under Secretary of State for Economic Affairs Jacob Helberg to discuss the launch and expansion of Pax Silica, a 14-country economic security coalition designed to secure the entire AI supply chain. Jacob talks about the creation of a forward-deploye...
Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman
May 11, 2026
The world’s first AI-take-private just proved that AI can revolutionize the real economy. Long Lake Management co-founder and CEO Alexander Taubman joins Elad Gil to discuss his firm’s agreement to acquire the legacy platform American Express Global Business Travel (Amex GBT) in a deal valued at $6.3 billion. Alexander explains the mechanics of AI-driven roll-ups, and why Long Lake chooses to acquire and transform businesses rather than simply selling them software. He also talks about how Lo...
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