Max Levchin
speaker
2,264 appearances
5 recordings
3 series
first heard Feb 2025
last heard 13 May
Max Levchin’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Feb 2026 with 2.
Appearances
Yeah, and I'm pretty sure he's a solo founder who owns probably majority control, at least majority voting control, if not majority economic control.
And that's wildly different than Anthropic, where Dario had like,
15 co-founders, tons of dilution from different funding rounds.
And we had talked about the SPV thing yesterday.
There are lots of people on the cap table.
Anthropic is going the way of a typical American company where there are lots of different stakeholders.
They might be a public company soon, which means the government has more oversight as the SEC controls a lot of what they will do.
And so you're in this
odd scenario where you could have a similar level of technology deployed in China from a very closely held private company that is up against a much more aggressive government.
If you can't do e-commerce without disappearing for a week or something, do you think you can do mythos level AI cybersecurity bug finding at the same time while having full control and not being a public company?
It feels like the stakes are much higher.
for when deep seek, if deep seek is able to catch up, you know, there's some evidence that like China's on a slightly shallower growth trajectory, but still, you know, if you take Dario's claim of six months, even if you extend that to a year, like something is going to happen there where China is going to have their own mythos moment and what that looks like and what we learn about it, I think is going to be
dramatic and interesting and also it's just odd that this moment, there's this backdrop of all this stuff that's happening in AI in America and then there's going to be talks over, you guys want to buy more apples, basically.
I mean, obviously there's gonna be more high stakes discussion around geopolitical conflicts and rare earths, but we are talking about tariff rates at a time when, just a couple months ago in America, we were talking about is AI going to be able to take over the government?
And what does that mean?
And how does the government control the AI technology as it diffuses?
So very, very interesting things coming at some point.
A lot of this will probably be pre-negotiated behind the scenes since the mythos moment happened in America.
And Xi Jinping obviously saw it and can get ahead of it.
But you do see this consolidation of control at DeepSeek.
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