Nick Grossman
speaker
350 appearances
1 recordings
1 series
first heard Jul 2026
last heard 20 Jul
Nick Grossman’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 — 1 in all, peaking in Jul 2026 with 1.
Appearances
That's really the core idea.
And the answers are going to come from everywhere at all layers.
And the big labs are hugely important because they're innovating in the models.
They have massive consumer reach.
And also they're going to be the first to land in the public markets.
And they're going to get valued on fundamentals before anybody else.
And so they matter a ton.
And when OpenAI and Anthropa go public, we'll start to get real analysis of their business models and their margins and their ambitions.
And that's going to ripple back through the whole venture ecosystem, which it always does.
As far as where it lets us play, I think it lets us play kind of everywhere.
I mentioned the model layer, the middleware layer, and the application layer.
We're looking at all three.
We're also investing at the energy layer because energy is an input across the board for all AI.
We've been investing in energy for the last six or seven years now as part of all this.
I think there's no shortage of areas for us to invest in.
The big labs and the big models make up a really important part of what I think of as the infrastructure of the next Internet, and then we're going to build everything next to them and around them.
Well, there's no question that it's as big as, bigger than we all think it's gonna be.
And so that makes it hard to reason about.
And I think the other thing that makes it hard to reason about is the rate of change is extremely fast.
And so humans are not good at reasoning about exponential change, myself included.
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