Vlad Tenev

speaker

375 appearances 1 recordings 1 series first heard Jul 2026 last heard 6 Jul

Vlad Tenev’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

newest first · ▶ plays the moment

The Master Investor Podcast with Wilfred Frost · The New American Dream: Democratising Investing · 6 Jul 2026 podcast

They're chaotic in every sense.

But I think there's going to be some balance.

And what I have high confidence in is agentic trading, which we rolled out a couple of weeks ago along with agentic credit card, will start to take share from that software engineering prosumer and maybe eventually the institutional trading bucket over time.

Well, I mean, it's a yes, but also I guess I reject the premise that you need massive scale to to compete in AI.

I think that.

there's a lot of small startups that are building really amazing things.

And you also saw the whole deep seek moment last year where, and of course,

don't have the underlying training data and and there there are some rumors that maybe this was overstated but if they trained a frontier quality model for six million dollars then you extrapolate the curves of you know price to performance new chips coming out new training algorithms um i think

At the same time, companies are investing more and more, but also it's possible to get to frontier quality with lower and lower investment over time.

And it's not even clear that...

Robinhood has to do our own pre-training.

Pre-training is the part that's very expensive.

RL, relatively cheaper to some degree.

Doing post-training, doing reinforcement learning in-house, yeah, I think cuts down quite a bit of the cost and can lead to performance.

But do we have the resources to build awesome things?

Absolutely.

And I mean, you're already seeing them come to market.

I mean, I think I'm kind of in the Goldilocks period to some degree because I'm no longer the 25-year-old I was when I started Robin Hood.

You can see a couple of the gray hairs forming on my chin.

Yeah.

Showing 301–320 of 375 · page 16 of 19