Deus Ex Machine, AI & Data with FirstMark's Matt Turck
About this episode
Dan Nathan interviews Matt Turck about the current state of AI investing and its implications.
Dan Nathan sits down with Matt Turck, Managing Director at First Mark Capital and creator of the annual MAD (Machine Learning, AI & Data) Landscape, for a wide-ranging look at where AI investing stands right now. They cover the power-law dynamics driving venture dollars to a handful of companies, why Nvidia is starting to look like "the bank" of the AI industry, Anthropic's surge past $65 billion in revenue and its first profitable quarter, and how OpenAI, Microsoft, Google, and Meta are each positioning for what comes next. The conversation turns philosophical with a discussion of AGI, superintelligence, and the idea that Altman, Musk, and Amodei are all, in their own ways, trying to build God — before closing with a deep dive into China's AI progress, open source, and the robotics race. Matt also talks about his own podcast, The MAD Podcast, and his Data Driven NYC event series. Links Referenced The MAD Podcast (Apple Podcasts) The MAD Landscape (Matt's Website) Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground (WSJ) Read "AI 2027" and "AI 2040" —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal…
More episodes of RiskReversal Pod
- Gene Munster: iPhone Duo Will Be A Category Killer & Meta Muse Will End The Algo
- Scott Bessent Is The House Now (Or So He Thinks) | MRKT Call
- The Fed, Oil, and a Trade War With Canada Investors Aren't Pricing In
- Paul Kedrosky: Nvidia Is Now the AI Bubble's Single Point of Failure
- Fixing Wall Street's AI Problem with Phill Rosen, CEO of Astraeus
- Wall Street Isn't Buying Kevin Warsh's Tough Talk
Explore listener stats, chart rankings, contacts and more on the RiskReversal Pod podcast page.