Ed Ludlow

It's really cool to have you both here in person.

Deal flow hasn't slowed down at all.

I wondered what the talent story is right now.

Sarah was talking about the three kind of core roles, hottest jobs.

I'm assuming that a chunk of that 300 million reflects the capital intensity of talent right now as well.

Sarah, I also know you as kind of Sarah the operator, not necessarily just writing checks.

We've been talking about is circular financing a bad word, for example, with NVIDIA and CoreWeave, but is there an opportunity here for you to look at the rest of your portfolio and your historic investments and say to some of these companies, you guys should work together?

What's the reality of that?

Well, I'd say Base 10 does have a lot of customers they've won within the portfolio.

And one of the things that we do at small scale that's very related to this NVIDIA move of enabling its ecosystem and its customers is have an incubator.

Base 10 is a contributor to that.

They give credits to startups.

They're offering their expertise to these companies.

We give people compute upfront as well.

And it's to reduce the barrier to entry for the next generation of application companies.

This program is called Embed, and it's

I think our entire investment is we want to see more of these AI native application companies win, which Base 10 does and NVIDIA does too.

Tuhin Srivastava, Base 10 CEO, Conviction founder, Seregwa.

It's great to have you both here in San Francisco.

Thank you very much.