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EP2: Inside OpenAI's First Venture Round (Khosla), AI Leaderboards, and Regulatory Chess Games We're back -@rabois @loganbartlett @zachweinberg @kevinryan. This episode uncovers how Khosla became the first investor in OpenAI, runaway AI scaling costs, unique roadmaps to win the model race, and cross-industry regulatory capture. Full episode here on X, or subscribe to the podcast feeds below. Timestamps: (00:00) Intro (01:39) Show origins (02:39) OpenAI funding, Khosla’s initial investment (06:40) Talent shortage and power law engineers (11:47) Engineer tenure at startups (15:12) OpenAI metrics (19:26) AI CapEx (25:01) Zach’s Pixel vs iPhone (25:36) OpenAI vs Perplexity and Google (32:03) Safety concerns in AI (40:38) Misinformation regulation (46:38) Regulations in healthcare (48:44) Gambling regulations (58:49) Hidden downsides of regulations (1:03:59) Individual responsibilities (1:13:33) Closing
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