People in AI

Nat Friedman

Investor

Former CEO at GitHub

Backed Fluidstack's funding round as an AI investor and entrepreneur alongside other prominent tech figures.

Mentioned as the founder of Blue Origin, which also aspires to support NASA's Mars ambitions with its own MTO design

Former Google CEO who was an angel investor in Vercept.

Michael Burry

Investor

Independent Fund Manager

Famous for predicting the 2008 housing crisis, drew parallels between current AI spending and dot-com mania in a Substack essay.

Former OpenAI researcher who founded Situational Awareness, an AGI-focused fund that led Fluidstack's funding round.

Described Eclipse's investment strategy focused on physical AI and the convergence of intelligence with the physical world.

Invested in ElevenLabs and partnered with the AI audio company to create virtual replications of his voice for his newsletter in Spanish.

Listed as an investor in The Browser Company.

Listed as an investor in The Browser Company.

Listed as an investor in The Browser Company.

Listed as an investor in The Browser Company.

Listed as an investor in The Browser Company.

Wrote about the pattern of AI application companies becoming full-stack by vertically integrating either into the model layer or the human service layer.

Investor quoted as saying AI has made uninvestable industries investable

CEO quoted describing Meta's hiring freeze as a natural resting point after nine-figure acquisitions.

Coined the term 'SaaSpocalypse' to describe the $285B software stock selloff driven by AI agent capabilities.

Board member at Vercept and lead investor who helped raise the $50M total funding.

Goldman Sachs equity analyst noting technology sector underperformance compared to broader market.

Co-judge for the Forge AI Prize competition in Pittsburgh

Recently argued about ChatGPT's impact on business models

Tech analyst quoted dismissing AI bubble notion and characterizing Meta's pause as normal consolidation.

Raised similar warnings about overexcited AI investment as part of growing expert concern.

Commented that Disney's investment is a great endorsement for OpenAI and emphasized the importance of understanding user-generated and AI-generated content.

Individual investor in humans& seed round

Individual investor in humans& seed round

OpenAI's former sales leader joins Acrew Capital as general partner and shares insights on AI startup moats and enterprise adoption.

Founding partner at Acrew Capital who recruited Rosenthal to the venture firm.

Analyst noting that capex budget reflects infrastructure needs for Tesla's new AI and robotics ambitions.

VC firm founder joining Synthesia's Series E as a new investor

Foundation Capital authored a viral piece defining Context Graphs that inspired the Agent Trace concept.

Analyst claiming Apple is one to two years behind competitors in AI

Analyst noted incomplete AI strategy as biggest overhang on Apple shares

Analyst set expectations for lackluster WWDC performance

Venture capitalist whose social media activity amplified MOLT cryptocurrency token surge

Discussed on All-In podcast an example of an AI producer built with OpenClaw that autonomously created a CRM.

Sequoia partner joining ElevenLabs' board as part of the $500M funding round

Chief investment strategist commenting on Musk's leadership in AI and space technology and the long-term vision of the merger

Reddit cofounder who circulated the debunked Super Bowl ad rumor on social media

Principal at Serena VC firm that led Koyeb's seed round, quoted on sovereign AI infrastructure in Europe.

Chief market strategist arguing software stocks are massively oversold and AI disruption timeline is years away.

Cruise founder who participated in Vercept's angel funding round.

Dropbox co-founder who participated in Vercept's angel funding round.

Founder of Thrive Capital, co-leading the funding round and personal friend of Ghodsi

Managing director providing perspective on Databricks' ARR growth and portfolio adoption

Analyst quoted assessing that data-sharing requirements pose competitive risk to Google but will take time to impact

Founder of venture capital firm commenting on renewed investor interest in Chinese AI companies following DeepSeek's rise.

His fund is a major backer of FieldAI's $405M funding round at $2B valuation.

Listed as backer of DeepSeek

Legendary venture capitalist who started blogging in 2003 and credits his writing with helping him win deals and hone investment judgment.

Called Tesla's transition from automotive to physical AI a 'symbolic baton pass' and noted the sharp spike in capital expenditures.

Stated that big goals require big cash and noted increased uncertainty for investors due to Tesla's strategy shift to AI.

Stated that today's tech giants stand on solid financial ground with fundamentals-driven valuations.

Commented on software companies partnering with Anthropic as a positive development following the software sector selloff.

Described Tesla's fourth-quarter performance as 'fuzzy' and noted focus on the company's capital expenditure plan.