Max Levchin

speaker
2,409 appearances 6 recordings 3 series first heard Feb 2025 last heard 4d ago

Max Levchin’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
2 · Feb OctJan 26AprJulnow

Recordings per month over the last 12 months — 4 in all, peaking in Feb 2026 with 2.

Appearances

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you know, GPT-4 is great for scanning your receipts or something.
You might leave that capability, that functionality running forever, and you might never need to deploy a smarter model against that problem.
And I'm wondering, as we see, you know, skyrocketing frontier revenues, lots of, you know, debate over token maxing versus, you know, incredible results on the profitability side.
How are you, how are you,
trying to understand what's happening with those workloads that have been sort of baked into the economy already?
Like the AI diffusion story is done because that capability has been adopted fully.
As you look out over the next couple years or even a decade into the future, which sounds like an infinite amount of time, but on the near and midterm, how are you thinking about semiconductor bottlenecks versus energy bottlenecks?
We've been going back and forth on this.
Both are in short supply.
What's keeping you up at night?
No, he gets sung for all the customers.
Last question, can you talk about some of the recent acquisitions and talent moves at Nebius?
I'd love to know the philosophy and strategy there.
And it's going to show up in your margins and your earnings, obviously, which are important now.
If you don't, if you have unoptimized chips, you're not going to get the yields that you want, the results and the tokenomics are going to flip.
Yeah, that makes a ton of sense.
Well, thank you so much for taking the time to join us on a busy day.
Fantastic.
We'll talk to you soon.
Have a good one.
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