Dave Blundin

speaker

32,074 appearances 102 recordings 1 series first heard Apr 2025 last heard yesterday

Dave Blundin’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 — 76 in all, peaking in Sep 2026 with 9.

Appearances

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Moonshots with Peter Diamandis · Frontier Labs Want to Slow Down, OpenAI Delays Its 2026 IPO, Anthropic Flags 5 Bioweapon Cases | EP #291 · 17 Sep 2026 podcast

Uh 80% gross margin, but partnered with Amazon, partnered with uh the other data centers to host it. voice-verified

Um they are not uh currently competing with their underlying data center partners. voice-verified

Uh they're not trying to launch a consumer device. voice-verified

So they have they have a very straightforward uh business model and a very straightforward ramp. voice-verified

I think OpenAI has a lot of tangled investments and tangled, you know, irritations they've made. voice-verified

And then the Johnny Ive device is probably a better basis for an IPO if it works. voice-verified

And so, you know, where is that thing? voice-verified

You know, it was a six billion dollar investment. voice-verified

What what is the voice-verified

actual device. voice-verified

And so I I think that uh there's there's enough tangled moving parts in there, plus, you know, the financials aren't in order that, yep, stay private as long as you can. voice-verified

Yeah, there was a funny Sam Ultman quote actually in the innermost loop, I think, uh uh, Alex, that you had in there where it was something like, you know, uh when when other companies are scaling voice-verified

They go public, we sit tight. voice-verified

When things look difficult, that's when we go public. voice-verified

It was it was the most Oh voice-verified

that that was actually my quote. voice-verified

Okay. voice-verified

I was voice-verified

Yeah. voice-verified

It's funny if you if you wanted to script it as perfectly badly as you possibly could, you would develop AI right up to the point where it can help somebody develop a weapon, but it's not quite cured cancer yet. voice-verified

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