Shows
Age of InformationOur Spiciest Takes of 2021Vasanth and Faraz share spicy takes on a wide range of topics.Faraz’s Twitter: @fzfromcupertinoVasanth’s Twitter: @nextvasanthVasanth’s Substack: nextbite.substack.comTime Stamps:01:04 - Lessons learnt over the course of the podcast04:01 - What is the most interesting technology trend or theme that played out in 2021?20:01 - What was the worst technology theme that played out in 2021?23:15 - What did you learn in 2021 that you think is a hidden gem?39:23 - What is your f...2022-01-0650 minAge of InformationYellowbull - Nuclear Power, Research Methodology, Uranium ETFs, the EUMart is the analyst known as Yellowbull (@Yellowbull11) on Twitter. He writes a biweekly newsletter covering relevant news in the uranium sector, coverage of uranium companies, sample portfolios and much more. Mart’s Twitter: @Yellowbull11Mart’s Newsletter: https://www.patreon.com/contrariancodexVasanth’s Twitter: @NextVasanthVasanth’s Newsletter: https://nextbite.substack.com/Time stamps:00:34 - Approach to researching companies04:45 -Jurisdictional impact on investing 07:15 - Getting exposure to the Chinese market10:24 - Seasonalit...2021-12-1637 minAge of InformationA Nuclear Future with Uranium InsiderJustin Huhn is the analyst and writer behind Uranium Insider, which is the leading authority in uranium market news, analysis, & identifying the best companies in the space. Justin’s Newsletter: https://www.uraniuminsider.com/ Justin’s Twitter: @uraniuminsiderVasanth’s Newsletter: https://nextbite.substack.com/Vasanth’s Twitter: @NextVasanthTime stamps:00:42 - What got Justin into Uranium.02:51 - Are we in the middle of another squeeze?04:48 - How transparent is supply?08:18 - Sprott Physical Uranium Trust (SPUT) and their...2021-11-2339 minAge of InformationSpace 2.0: Printing Hearts In MicrogravityYork Zhang, a propulsion engineer at Blue Origin, joins us again for a deep cut on Space. We discuss some of the future innovations we can expect and other topics of relevance currently affecting the space industry. Time Stamps:00:54 - How many space companies can the market accommodate?03:00 - Future market segmentation in space04:31 - The disconnect between marketing and reality08:09 - Varda15:31 - Varda deep cut16:08 - Will SpaceX derive significant revenue from delivering payloads for external parties?17:28 - Minimum f...2021-08-3157 minAge of InformationAWS Could Become A $1 Trillion BusinessDurable Investments tells us about the current/future state of the cloud business and AWS’s interesting positioning over the next 10 years. Show Notes:01:12 - What is AWS?03:40 - What did people do before AWS?06:52 - How is AWS different compared to Microsoft/Google?12:18 - How are Microsoft and Google competing with AWS considering AWS has a significant head-start?16:23 - Google and Microsoft’s strategy for acquiring customers20:36 - Market capitalization of the total cloud market26:08 - How will the cloud business look in 20...2021-08-1547 minAge of InformationSemiconductors Are A Human RightDr. Naveed Sherwani is a serial entrepreneur and technical leader in the world of semiconductors. As a professor at Western Michigan University, he wrote several books and hundreds of articles about chip design and manufacturing. He was the founder of Open Silicon, PeerNova, and was the CEO of SiFive. Currently he’s the Chairman of the Silicon Federation, which aims to democratize chip design.Dr. Sherwani’s Linkedin - https://www.linkedin.com/in/naveed-sherwani-2a789/Timestamps:2:11 - An explanation of the semiconductor shortage2021-07-2857 minAge of InformationInformation AsymmetryJeff Moore is a real estate and stock market investor. We discuss information asymmetry in the capital markets and how to leverage them, the ongoing technological disruption and how it can dramatically improve small and medium sized businesses around the country, and the intangible things that prevent business owners from changing their operating behavior. Twitter: @ragnarisapirateBlog: Ragnarisapirate.blogspot.comTimestamps01:03 - Thrive ($THRY)05:55 - Risk/benefits of investing in small cap stocks08:45 - Information asymmetry and a...2021-07-1655 minAge of InformationInformation AsymmetryJeff Moore is a real estate and stock market investor. We discuss information asymmetry in the capital markets and have to leverage them, the ongoing technological disruption and how it can dramatically improve small and medium sized businesses around the country, and the intangible things that prevent business owners from changing their operating behavior. Twitter: @ragnarisapirateBlog: Ragnarisapirate.blogspot.comTimestamps01:03 - Thrive ($THRY)05:55 - Risk/benefits of investing in small cap stocks08:45 - Information asymmetry and arbitrage14:18 - Zero fee trading and liquidity in s...2021-07-1655 min
Age of Information"Biology's Image Detective" - Fraud In ScienceElisabeth Bik, PhD, is a science integrity consultant who specializes in finding image duplications in scientific papers. After receiving her PhD in Microbiology at Utrecht University in The Netherlands, she worked 15 years at the Stanford University School of Medicine on the microbiomes of humans and marine mammals. From 2016-2019, she worked at two microbiome startup companies. In March 2019, she left her job to become a science integrity volunteer and occasional consultant. She can often be found discussing science papers on Twitter at @MicrobiomDigest, writing for her blog ScienceIntegrityDigest or searching the biomedical literature for inappropriately duplicated or manipulated photographic...2021-07-0842 minAge of Information"Biology's Image Detective" - Fraud In ScienceElisabeth Bik, PhD, is a science integrity consultant who specializes in finding image duplications in scientific papers. After receiving her PhD in Microbiology at Utrecht University in The Netherlands, she worked 15 years at the Stanford University School of Medicine on the microbiomes of humans and marine mammals. From 2016-2019, she worked at two microbiome startup companies. In March 2019, she left her job to become a science integrity volunteer and occasional consultant. She can often be found discussing science papers on Twitter at @MicrobiomDigest, writing for her blog ScienceIntegrityDigest or searching the biomedical literature for inappropriately duplicated or manipulated photographic...2021-07-0842 minAge of InformationCrypto For CreatorsJenil Thakker is the founder of Coinvise - an open platform that enables creators to mint social tokens and build economic incentives around it. Coinvise - https://coinvise.coTwitter - @0xjenilTimestamps:00:59 - Coinvise02:03 - The significance of DAO’s9:11 - Importance of decentralization 12:19 - Level of crypto awareness in India15:10 - Level of support from the Indian government19:30 - How does Coinvise make money?20:20 - NFT’s24:31 - Turning fans into superfans28:24 - First...2021-07-0238 minAge of InformationBuilding In E-Sports, Community And PartnershipsNikhil Vimal is an AI Consultant, Startup/Product Advisor + Angel, and the Co-Owner of Team Meteor. He's been in the technology/startup space for over 8 years and has been focused on different projects + ventures in the world of open source, conversational ai, customer experience, and more. He is also a frequent speaker at different tech/startup-focused events around the United States, and has been featured on VentureBeat, LinkedIn, and Business Insider. He is also currently an Independent Innovation Consultant for the National Football League.Twitter: https://twitter.com/nikvimalLinkedIn: https://www.linkedin.com/in...2021-06-2549 minAge of InformationThe Future of Digital HealthSeemi Kazmi is currently an executive director and global lead for Digital Health Solutions at Novartis. In this role she is responsible for developing technology solutions that help patients and physicians diagnose, treat and manage disease. Seemi started her career as a nuclear physicist and in her pursuit of the cool and innovative, has explored everything from telecommunications to augmented reality at leading companies like Nokia, Qualcomm, and Amgen.Timestamps:1:37 - Sleep technology5:11 - User experience's role in changing human behavior6:45 - How do you change human behavior?11:17 - How do you...2021-06-2145 minAge of InformationThe Future of Digital HealthSeemi Kazmi is currently an executive director and global lead for Digital Health Solutions at Novartis. In this role she is responsible for developing technology solutions that help patients and physicians diagnose, treat and manage disease. Seemi started her career as a nuclear physicist and in her pursuit of the cool and innovative, has explored everything from telecommunications to augmented reality at leading companies like Nokia, Qualcomm, and Amgen.Timestamps:1:37 - Sleep technology5:11 - User experience's role in changing human behavior6:45 - How do you change human behavior?11:17 - How do...2021-06-2046 minAge of InformationLeveraging Digital Media To Reach MillionsJosh Ogundu is currently a product operations lead at TikTok, previously worked in consumer product across media and communication tools. Outside of product he has an affinity for entertainment as well as college sports. Shoutout to The Big Ten & PAC 12.Twitter handle: https://twitter.com/JoshuaOgunduMost recent article feature: https://www.cnbc.com/2021/04/11/tech-comedians-poke-fun-at-employers.htmlTime Stamps:00:50 - Josh’s most non-consensus opinions3:06 - How to make engaging content on TikTok?5:32 - The value of 100 true fans7:50 - How important is distribution?10:06...2021-06-1138 minAge of InformationYork Tells Us About SpaceYork Zhang is a propulsion test engineer at Blue Origin. York thought propulsion was cooler than being a chemical engineer, but completed his degree anyways. He too believes humanity should be a multiplanetary species and the path to transhumanism is inevitable. He spends his time binging video essays and visiting universities.Time Stamps:00:15 - What does York do?1:05 - What does the future of space exploration look like for humans?3:05 - Anti-fragility 4:19 - Chaos monkeys2021-06-0449 minAge of InformationCourtney Tells Us About Diversity And Inclusion In TechCourtney Greer is a Program Manager at Microsoft on the Commercial Software Engineering team. She is also a Black LGBTQ woman in the tech industry with insights on diversity, inclusion and what more can be done within the tech industry to support people from all backgrounds. Timestamps:1:41 - Diversity in tech compared to other industries4:01 - Retaining people of color in tech6:33 - What topics should people be allowed to discuss at work?13:27 - How much innovation are we missing out on by excluding certain groups?16:00 - What is covering?21:25 - D...2021-05-2752 minAge of InformationSree Tells Us About Digital StrategySree Chadalavada is currently a product executive at Cisco. Before that, he was a managing partner at Gartner where he helped companies lead digital transformations. Prior to Gartner, Sree worked in various leadership roles in telecom, technology consulting and start-up related companies. Timestamps:3:48 - Software eats the world7:43 - Are we in a bubble today?10:31 - Are we in the early or late innings of software?15:31 - Shift in software education2021-05-141h 00Age of InformationNaveed Tells Us How Semiconductors Are A Human RightDr. Naveed Sherwani is a serial entrepreneur and technical leader in the world of semiconductors. As a professor at Western Michigan University, he wrote several books and hundreds of articles about chip design and manufacturing. He was the founder of Open Silicon, PeerNova, and was the CEO of SiFive. Currently he’s the Chairman of the Silicon Federation, which aims to democratize chip design.Dr. Sherwani’s Linkedin - https://www.linkedin.com/in/naveed-sherwani-2a789/Timestamps:2:11 - An explanation of the semiconductor shortage2021-05-0758 minAge of InformationAart Tells Us About Machine Learning Compilers (MLIR)Dr. Aart Bik is a Staff Software Engineer at Google where he works on MLIR, a compiler architecture project that uses extensible compiler infrastructure alongside LLVM to build better compilers for Machine Learning.Timestamps:1:10 - An explanation of MLIR and LLVM compilers2:30 - Compilers are more than just translating high level code to assembly6:00 - Progressive Lowering in LLVM and MLIR7:40 - MLIR is largely agnostic of hardware9:00 - TPUs9:40 - AlphaZero, the ML and TPU powered chess engine, explained13:00 - The ML behind language translation16:30 - Will the...2021-04-3033 min
Age of InformationThe Coinbase IPO ExplainedFaraz and Vasanth break down the technical and financial aspects of the Coinbase IPO.Faraz Abidi: @fzfromcupertinoVasanth Thiruvadi: @NextVasanth This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit nextbite.substack.com2021-04-1926 minAge of InformationThe Coinbase IPO ExplainedFaraz and Vasanth break down the technical and financial aspects of the Coinbase IPO.Faraz Abidi: @fzfromcupertinoVasanth Thiruvadi: @NextVasanth2021-04-1926 minAge of InformationHema Tells Us About Artificial Intelligence In HealthcareHema Chamraj is a director at Intel. She's an Artificial Intelligence (AI) solutions expert focused on working with the top leaders in Health and LifeSciences to enable AI adoption in an ethical manner. Akara (Virus-Killing Robot) - https://www.intel.com/content/www/us/en/customer-spotlight/stories/akara-customer-story.htmlSankara Eye Foundation - https://www.intel.com/content/www/us/en/newsroom/news/ai-solution-helps-reduce-diabetic-vision-loss.html#gs.ymsp2hSamsung Medison Nervetrack - https://www.intel.com/content/www/us/en/newsroom/news/samsung-medison-improve-anesthesia-delivery.html#gs.ymsrhn2021-04-1935 minAge of InformationVasanth Tells Us Why Amazon Pays So Little In TaxesVasanth Thiruvadi describes in detail why Amazon, and other tech companies, pay so little in taxes. Vasanth has degrees in finance and accounting and until most recently worked as an accountant for start-ups, venture capital firms and other entities located around the United States. Amazon's statement: https://www.aboutamazon.com/news/job-creation-and-investment/amazons-economic-impact-in-the-u-sVasanth's newsletter: https://nextbite.substack.com/Vasanth's twitter: @NextVasanth 2021-04-1430 minAge of InformationHiman Tells Us About The Algorithms Behind Dating Apps, Facebook, and Spotify (Recommender Systems)Himan Abdollahpouri is currently a postdoc at Northwestern University. Most recently, he received his PhD in the area of machine learning and recommender systems from the University of Colorado, Boulder. His particular area of focus is the multiple stakeholder recommendation paradigms. 2021-04-0147 minAge of InformationFaraz Tells Us How He Built A Bot To Buy And Sell NFTsFaraz Abidi built a bot, alongside Bryan Wang and Jon Wu, to make money on the NFT market by using High Frequency Trading techniques.Faraz's Twitter: @fzfromcupertino2021-03-2520 minAge of InformationCourtney Tells Us About Scrum And How To Manage A ProjectCourtney Greer is a Program Manager at Microsoft on the Commercial Software Engineering team. She is a certified Scrum Master and a Certified Product Owner.2021-03-2149 minAge of InformationArdavan Tells Us About Machine Learning For Drug Discovery And Combating Climate ChangeArdavan Farahvash is a PhD candidate at the Massachusetts Institute of Technology studying theoretical and computational chemistry. His research involves the fields of statistical mechanics and machine learning applied to chemistry. Linkedin: https://www.linkedin.com/in/ardavan-farahvash-512a85bb/2021-03-0549 minAge of InformationZaheer Tells Us How To Maximize Your CompensationZaheer Mohiuddin is the co-founder of Levels.fyi, a startup determined to empower professionals to make better career decisions. Zaheer speaks about compensation transparency, negotiating job offers, and his journey building a side hustle into a full-fledged, profitable business. Levels.fyi: https://www.levels.fyi/Linkedin: https://www.linkedin.com/in/zmohiuddin/2021-03-0347 minAge of InformationShane Tells Us About React Native And Silicon BeachShane Rosse is a senior software engineer at Emjay where he works on building the technological infrastructure for the cannabis startup. He also runs a consulting business where he helps clients build anything and everything software-related. Before Emjay, Shane helped build products at Griddy and TicketMaster. Shane graduated from the University of Southern California with a degree in computer engineering. Linkedin: https://www.linkedin.com/in/shanerosse/2021-02-2349 minAge of InformationAkshay Tells Us If Machine Learning Is OverhypedAkshay Agrawal is a PhD candidate at Stanford studying convex optimization. Before that, he was a software engineer at Google, working on the world’s most famous machine learning framework, TensorFlow. He also interned at a self-driving car company called Aurora. Personal Website: https://www.akshayagrawal.com/CVXPY: https://www.cvxpy.orgTensorFlow: tensorflow.orgTwitter: https://twitter.com/akshaykagrawal2021-02-231h 10