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Sarah Ittleston

๐Ÿ‘ค Speaker
57 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

The talent is highly sought after.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

You know, I think this is absolutely a long-term bet.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

That is always our focus when we do our investing.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

And I think that this is a team that's really uniquely qualified to go that distance.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

So this is technical leaders from companies like Databricks, from Google DeepMind, from FAIR.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

These are folks who have built large, durable companies and confronted these

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

security problems at an incredible scale, but marrying that cyber experience with the AI experience.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Very few people have had sort of the experience of building at a place like Google DeepMind and can now apply that to this context.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

So it's a really interdisciplinary team, a highly technical team that we believe is very unique in their ability to tackle this problem.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Yeah, I think it's all of the above.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

And then we hope to spend a lot of time with folks during the early days when they're really considering starting a company or the early definition of the company.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Our goal is to be along the journey for growth.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

for decades, right?

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

The generational companies that are gonna solve these security problems will last that long.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

And so we do, we try and find them early and it can be through a lot of things, but certainly one of the greatest signals is when we see incredibly talented people that we know to be excellent aggregating around an opportunity.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

And I think what really emerged about this team is that they're incredibly motivated by this mission.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

If you look around, all of our critical systems in society are powered by software.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

Software that people can write increasingly quickly with AI.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

And the other dimension that's changing is increasingly we're giving this software more autonomy.

Bloomberg Tech
US Eases Path for Nvidia to Sell H200s to China

We're giving it more access.