David Baszucki

speaker

410 appearances 2 recordings 1 series first heard Nov 2025 last heard 16 Jul

David Baszucki’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 — 2 in all, peaking in Jul 2026 with 1.

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TBPN · OpenAI's "Backstop," The Benefits of Bubbles, Elon's New Comp Package | Bret Taylor, Dave Baszucki, Vlad Tenev, Uri Marchand, Alex Israel, Paul Erlanger, Nilam Ganenthiran · 6 Nov 2025 podcast

We need to support infra and support scale.

But if we did walk away, I I think there may be some native growth.

What we think about when we're running the company, though, is the exact opposite of that.

We think about are we constantly layering in systems?

Are we building a machine that can keep growing?

And are we building a machine that as we hit 10% of the gaming space, we're we're growing right by that?

And and the gaming, you know, the gaming market's pretty interesting.

It's about 180 to 200 billion.

It's arguably really um sitting right there for technical innovation, for new ways of distributing, for games that run really well on low-end Android phones and on high-end PCs, for games that incorporate AI within the experience.

So we just think there's enormous headroom in this market.

I think there's several buckets.

Behind the scenes over the last four to five years, we've built out a real substantial offering of models we've built ourselves.

We have over 400 models, uh, teams that are building everything from cutting edge voice and text safety models, teams that are building models that auto-translate, teams that are powering our search and discovery models.

starting and and very shortly we're gonna offer what we call inexperience 40 generation which is it literally the ability to make a game that you or I are playing in and we can prompt and ask for some type of vehicle for example or some kind type of dwelling and literally build it as we're playing so it's a it's a little bit um of a wide open field here

As far as what types of games are people going to build when they have unlimited AI, not just for the creators, but for everyone who's playing in that game.

And I do think the future spec, which we think about, which is an enormous technical spec, is can we host one to a hundred thousand people together?

Can they be either focused?

to realistic or cartoony, whatever the developer wants?

Can they all be talking, listening, interacting with each other?

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