Cyan Banister
speaker
346 appearances
3 recordings
2 series
first heard Jan 2025
last heard Apr 2025
Cyan Banister’s voice in public audio — every appearance, attributed to the second.
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Appearances
without getting shut down because of scaling issues. And I don't think those are artificially created based on the type of investing I'm doing. And so I'm very bullish on NVIDIA. It is interesting. It's an interesting thing to go consumer. And the thing that really hit me was the fact that he kind of declared Tesla one of the most valuable companies in the world in the long run.
It's interesting that he got behind Toyota. But at the same time, you know, I don't think there's one single car company out there that has the kind of data that Full Self Drive has and Tesla has. So if they enter the robo-taxi market, I actually think they should buy Uber.
Oh, yeah. I think they should buy Uber.
It's kind of hard to believe, but it's true.
And then you launch that robo-taxi service, and maybe there's some sort of secondary aftermarket solution, kind of like Comma AI or something like that, that you can do for people's cars, where you can actually get anybody's car into the fleet and start self-driving. But it is true. This is going to be the largest breakout in robotics we've ever seen, if Waymo's any indicator.
And, you know, I read somewhere, I think that Amazon or somebody was looking at it. I don't know what was going on with Waymo. But, oh, Lyft. Amazon was going to buy Lyft.
That makes no sense, right? It doesn't make a lot of sense to me. It doesn't really make a lot of sense.
I think maybe delivery or something like that. I can't figure out what their play is there.
originating now in 2024 2025 look into your crystal ball and how do you think they'll uh grow the footprint of them how is this going to accelerate the startup scene i actually think we're going to see a cambrian explosion of creativity and and development of different things and some of them are going to be stupid ideas and some of them are going to be great but i think it's going to make our job especially at the seed stage of investing harder and harder
There's just going to be a lot of people that have similar ideas at the same time that can execute quickly and do things at breakneck speeds that they've never been able to do before.
It's going to be harder and harder. Yeah. And it might be that, you know, I've been thinking about this, like, do you invest in competitors, which is something I never used to do? You know, do you take a bet and index an entire category that you're interested in? You know, what is the approach at seed and precede? Because I think of an idea and I'm like, wow, that's really neat.
And then I go and look out there and there's 30 people working on it. And that didn't used to be the case. And I think part of it is we've really unlocked a tool that allows people to do things that would have been cost prohibitive or gives them the ability to think, gosh, I could be an entrepreneur and I can try this and I could do this.
So I'm seeing people experiment and do all sorts of things. As far as the startups, some of the AI stuff is just a feature. You know, it's just table stakes at this point. It's like, you know, a chat or whatever. And that doesn't really matter. But then you're seeing people reimagine games and reimagine... you know, even things down to your kitchen appliance, et cetera.
So I just, I do think it's going to be very, very difficult. And, and I tend to sit out a lot of hype cycles. So I invested in power and compute lithography and, kind of all of the things that are going to be underneath all of this.
And so I'm not sure how much of it I'm going to participate in until it starts to get to a steady state and you kind of can understand what's next because the rate of acceleration is just so great. that it's just kind of unclear to me sometimes, especially when it comes to these consumer applications, consumer facing things, it's just really hard.
You wouldn't think it, but there's still a lot of spreadsheet companies out there. You think you'd run out of them, but they're still out there. You look at and I think this is where AI is really going to make a difference, like RFP proposals for governments, something that takes like 30 days and it's manual and you have to submit these horrible documents.
You can ingest your entire corpus of all of your previous bids and submit them at a breakneck speed now and win more contracts. That becomes like a national defense company at that point. And so I think we're going to see a lot of really interesting things where a lot of cruft is going to disappear. And that'll be a really interesting wave that I'm looking forward to.
It's very strategic. If you look at the Panama Canal, I believe either end is operated and controlled by China. We are at war with China, whether we like to admit it or not, in my opinion. And so this is very strategic. He has a very strange way of communicating, as you pointed out, but I think it's brilliant. And I actually think we should add to that.
I've always thought that we should open up and add more states to and extend that invitation, you know, to Taiwan. I might be too controversial to even say India. But I do think that that we there's a lot of countries out there and people who really, really resonate with what it means to be an American and the freedoms that come with our subscription fees of this country.
And so I do think that it would be great for us to expand. And I don't know what he's thinking or how he's got behind the scenes who motivated him to do it. But I really think it's a great idea.
Showing 321–340 of 346 · page 17 of 18
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