Phil Mercer

speaker

6,555 appearances 112 recordings 5 series first heard Feb 2025 last heard 11 Sep

Phil Mercer’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 — 110 in all, peaking in Aug 2026 with 38.

Appearances

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Bloomberg Tech · Oracle’s Cloud Growth; Debate Around AI Risks · 11 Sep 2026 podcast

Yeah, exactly. matched

What is the equivalent here? matched

The reporting um you're not directly invested in the frontier labs, right? matched

But obviously like in the portfolio there's exposure to them because you work with them. matched

The proposal that that was reported overnight from Sam Altman is that well, we could pull back at the frontier, but it would only work if the other frontier labs agreed to do the same. matched

physical AI, um that could be robotics, it could be other forms of of physical AI, is probably where you are most concentrated, would would you say? matched

Wh where's the opportunity with that right now? matched

If uh the Frontier Labs go down the route of pulling back development at the absolute cutting edge, um how would that impact your portfolio of companies that are working on physical AI? matched

They might rely on the underlying model or or uh as an example. matched

You uh published some metrics around how some of your funds have performed. matched

Um you did uh DPI, which basically, you know, doesn't include the paper gains. matched

Um when we report on the performance of different funds we go with T V P I um just explain w which vintages those funds are and where you've seen some some performance and then w I guess we could talk about valuation. matched

Um there is an astonishingly well read story on Bloomberg this morning. matched

I shared it with you, but it's about the idea of sudden wealth syndrome. matched

Yeah. matched

So if you're a founder and you do a seed round and within months you're raising so much more capital, um and your own personal net worth rockets. matched

How does that feel? matched

How does that go for for the founders that you back? matched

And how like active are you in sort of counselling them on this? matched

Team, let's let's bring that that article back, just show it on the screen for the audience. matched

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