Alex Wilhelm

speaker

67,402 appearances 274 recordings 1 series first heard Sep 2024 last heard 19 Aug

Alex Wilhelm’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 108 in all, peaking in Oct 2025 with 15.

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This Week in Startups · Why does Gen Z hate AI? · 18 May 2026 podcast

It this actually has me worry, like legitimately concerned about startups in the app layer for now. matched

Like it it uh it's really two different matched

interesting. matched

So you think that their their gross margins on inference today are negative? matched

about this on the show. matched

Okay. matched

The anthropic uh space XII deal, I think, actually puts a good floor underneath the value of GPUs. 'Cause I think most of the processors in uh Colossus one from X AI are like H one hundreds, I think, which is now a pretty dated chip, frankly. matched

But uh Anthropic wants that they're gonna power up the whole data center using their stuff. matched

I mean, matched

bit less time than I thought, I guess. matched

You've talked a lot about how, you know, there's a risk to building on top of other people's models because you're at risk of training them with your own use about what they're um so I so when I look at this chart, Jason, I wonder if these major AI labs now have access to so much information from startups that use them, that actually application layer startups today that are building on top of these models are just gonna fall backwards down a slope. matched

Because look at how fast cowork is advancing. matched

Look at how fast codec. matched

is improving. matched

They're building OpenGLA into codex. matched

I mean it feels like if you're a startup, you're just hoping that your market is not big enough to warrant a new set of anthropic co-work plugins that could just rip the ground out from underneath you. matched

And it makes me bummed that startups seem to be at such a disadvantage to these companies. matched

What happened to Google's AI prowess? matched

Do you remember the end of last year when uh th uh Gemini three preview dropped and everyone was like, ah, they're on top, Google's run away with it, back from the dead, and then they just didn't say anything for like six months. matched

Yeah, actually that's fun. matched

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