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I spoke with @nickgrossman about his "Rebel Alliance" thesis for AI. He believes the industry is too big for one or two companies to dominate. We also discuss USV's internal multi-agent platform, model routing economics, AI's growing role in venture capital and financial markets, data privacy risks, and what happens to jobs and society as agents get smarter. YouTube: https://t.co/fmbktv1Reb Spotify: https://t.co/oSqm2BgdJW Apple: https://t.co/th7RL5SEpG TIMESTAMPS: 0:00 - Intro 0:42 - The "Rebel Alliance" thesis: why one company won't dominate AI 7:15 - General-purpose vs. specialized models in USV's portfolio 8:40 - Compute costs & the rise of model routing 11:14 - Inside USV's internal multi-agent system 16:25 - AI's role in venture capital & autonomous investing 22:46 - How AI reshapes market signals & information edges 27:02 - Apps building models & the fight over your data 35:26 - Five-year outlook for the AI stack 37:53 - US vs. China: the "philosophy" of AI models 40:26 - Personalized AI & where the Rebel Alliance thesis plays 43:49 - The dark side: jobs, data centers & society 47:40 - AI as a personal superpower & neural implants