Secondpod

Babak Hodjat has been building AI agents since 1998. He said that in front of a room in San Francisco last week, sitting next to his brother Siamak for the first time in 25 years. His argument is narrower than the bubble talk, and more useful. Enterprises are not buying AI because a need has been identified. They are buying because the business side expects productivity in return.
The engineering that would actually deliver that productivity has not been done yet. Until it is, the revenue is running ahead of the value. He also thinks most of the layoffs attributed to AI were cuts companies could already afford. Babak co-founded Dejima in 1998. The patent behind it, "Adaptive interaction using an adaptive agent-oriented software architecture," carries a June 15 1998 priority date and became foundational to Apple's Siri. Sybase acquired the company in 2004. He went on to co-found Sentient Technologies, applying evolutionary algorithms to trading, and now leads AI at Cognizant.
Siamak Hodjat was at Dejima from the start and stayed in the assistant world through Siri, Viv Labs and Gameplanner alongside Adam Cheyer.
Recorded live in San Francisco on July 25, 2026, in front of a room of founders and researchers.
Our Partner : www.humanagency.com
News letter : https://secondnewsletter.substack.com
Babak Hodjat : https://www.linkedin.com/in/babakhodjat/
Siamak Hodjat: https://www.linkedin.com/in/siamak-hodjat-98669/
Caroline Hoogland: https://www.linkedin.com/in/caroline-hoogland-a092b25a/
Ardalan Javadi: https://www.linkedin.com/in/ardalanjam1369/
Farzam Hejazi: https://www.linkedin.com/in/farzam-hejazi-5b608081/
About Us : Linkedin : / secondpodcast
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Ramin Hasani is the co-founder and CEO of Liquid AI, and he has done what almost no one in AI has: built a real alternative to the transformer, the architecture behind ChatGPT and nearly every model you touch. Liquid AI raised a $250M Series A led by AMD, and by his own account now sits around $4.5 billion. The core idea did not come from a bigger data center. It came from the 302-neuron brain of a 2mm worm. We also get into the part most founders never put on a slide. While the whole field was stripping complexity out of neural networks to make them scale, Ramin spent seven years adding it back in, chasing an equation about how two neurons talk that had sat unsolved since 1907. He cracked it on a chalkboard at MIT, one now headed to the MIT history museum.
Ramin was born in Iran and left for Politecnico di Milano, then a PhD at TU Wien in Vienna, where modeling the brain of a worm became Liquid Neural Networks. From there: MIT, CSAIL, a 2022 Nature paper, and in March 2023 spinning the research into Liquid AI alongside Daniela Rus, Mathias Lechner, and Alexander Amini.
Our News Letter : https://substack.com/@seondnewsletter
Ramin Hassani Linkedin : https://www.linkedin.com/in/alikashani
Ardalan Javadi : https://www.linkedin.com/in/ardalanjam1369/
Farzam Hejazi: https://www.linkedin.com/in/farzam-hejazi-5b608081/
00:00:00 Introduction 
00:03::24 Why Noise Is Actually a Resource for Computation 
00:06:01 Where the Whole Worm Idea Came From 
00:6:56 Why Ramin Chose the C. elegans Worm as the Basis of His Research 
00:10:19 How Ramin Found His First Co Founder 
00:18:08 The Equation Ramin and His Team Solved That Had Been Unsolved Since 1907
00:19:06 The First Mathematical Attempt in 1953 to Show Neuron Relationships 00:19:41 What Is the Problem With Differential Equation Based Machine Learning? 00:21:29 The Aha Moment Behind Liquid AI 
00:22:16 The Birth of Liquid AI 
00:22:46 How Sergey Levine Inspired the Name 
00:24:09 How Liquid AI's Architecture Differs From Transformers 
00:25:09 The Relationship Between Bias and Algorithm Scalability 
00:28:05 Why Liquid Neural Networks Have an Efficiency Advantage at Scale 
00:29:41 Do Scaling Laws Apply to Liquid Models? 
00:31:26 Attention Is Not the Only Thing You Can Scale 
00:34:08 How the Liquid Search System Works 
00:34:53 Why Liquid AI Has the Lowest Memory Usage and Latency and Why It Is Hybrid 
00:35:00 The Best Foundation Model for CPUs 
00: 37:30 How to Close Enterprise Customers in the AI Era 
00:38:29 What Vanguard Taught Ramin About Financial Strategy 
00:41:58 125 Enterprises Are Now Using the Liquid AI Model 
00:42:56 How to Design a Revenue Model for Enterprise in the AI Era00:43:19 How Shopify Uses Liquid AI
00:44:00 How Mercedes Uses Liquid AI With a 600 MB Model 
00:45:51 The Quality of $1 of Liquid AI Revenue Compared to $1 of Anthropic 
00:47:13 Why Liquid Is Going After Arm's Business Model 
00:52:53 The Story Behind Another Iranian Founded AI DNA Startup That Raised $200M in Seed 
00:55:47 The Story Behind Liquid AI's $290M Fundraise 
00:59:30 How to Close a Seed Round 
00:1:00:17 The Mastermind Behind the Fundraising 
00:1:02:57 The Story Behind AMD Leading the Round 
1:04:56 Why Revenue Matters So Much for Fundraising 
1:05:22 Liquid AI Is Now at a $4.5 Billion Valuation 
1:05:51 Ramin's Insight on Building a World Class Network 
1:07:32 Ramin's Takeaways From Meeting Jamie Dimon 
1:08:31 Jamie Dimon's Pitch for Liquid AI 
1:08:51 How to Build an Effective Short Narrative for Your Pitch 
1:10:31 Leading by Example 
1:11:07 What Is the Best Definition of Intelligence? 
1:14:32 Silicon Valley Is a Gossip Town 
1:16:22 Why an Exponential View Matters and How Sam Altman Does It
References: Check our News Letter : https://substack.com/@seondnewsletter?r=2v0lej&utm_campaign=profile&utm_medium=profile-page
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Ali Behrouz is an AI researcher and the author of two of the most talked about papers in machine learning right now, Titans and Nested Learning. He is a PhD student at Cornell University and a researcher at Google, and his work takes direct aim at one of the field's biggest questions: what comes after the transformer.
His paper Nested Learning, which Google's Jeff Dean called a possible paradigm shift, rethinks the whole deep learning stack. In this conversation we get into the back story behind Titans and Nested Learning, how Ali thinks about transformers and where they fall short, the idea that all of deep learning is really associative memory, and his newer work on giving models a kind of "sleep" phase to consolidate what they learn. One of the most insightful conversations we have had on where AI is heading.
Ali was named as the best AI researcher in 2025 by Second Group: Second Prize Awards 2025, Celebrating the Best Iranian AI Scientists, Roboticist, CEOs & Startups
Ali Behrouz : Ali BehrouzGitHubhttps://abehrouz.github.io
Ardalan Javadi: https://www.linkedin.com/in/ardalanjam1369/
Farzam Hejazi: https://www.linkedin.com/in/farzam-hejazi-5b608081/
Subscribe to our Newsletter : https://substack.com/@seondnewsletter
 
00:00 Introduction 
03:26 What is Intelligence? 
05:51 Academic Journey
11:57 From Blockchain to Brain Networks
17:21 The Allure of Computational Social Science
21:02 The Genesis of TITAN
24:39 Human Memory Systems vs. AI Caching
32:36 The Disconnect: Solving Anterograde Amnesia in LLMs
41:40 Mechanics of TITAN
47:37 The Viral Aftermath: Dealing with Hype and Haters
52:09 Why Transformers Dominate & The Rebranding Epidemic
57:24 Scaling Laws and the Limitations of Pure Compression
64:05 Anthropic vs. OpenAI
66:06 Architectural Frontiers: Loop Transformers & Mixture of Depths
69:01 Moving Beyond TITAN
77:51 Nested Learning: Emulating Brain Frequencies
81:44 Memory Distillation and AI Sleep Cycles
83:24 Career Advice: Scientific Progress as "Old Ideas + New Noise"
 
References
https://www.seltzer.com/margo/
https://en.wikipedia.org/wiki/Large-scale_brain_network
https://www.geeksforgeeks.org/machine-learning/introduction-to-recurrent-neural-network/
https://en.wikipedia.org/wiki/Mamba_(deep_learning_architecture)
 
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Ali Kashani is the co-founder and CEO of Serve Robotics, and he has done what almost no one in Robotics  has: put robots on real streets in dozens of cities and made people love them. He is the youngest Iranian-born CEO on the Nasdaq, the youngest CEO of any robotics company on the exchange, growing revenue around 600 percent year over year and scaling from 100 robots to thousands in a single year.
We also get into the part most founders never put on a slide. Between spinning out of Uber and ringing the Nasdaq bell, Serve hit its last payroll ten times. Two of those times Ali made payroll out of his own mortgage. 
Ali was born in Iran and left at 17. He did his robotics PhD at the University of British Columbia on fusing LiDAR and cameras, started an energy hardware company that nearly died and then sold 
I co-hosted this one with a friend of the pod Brendan, Managing Director of AI and Partner at Human Agency.
 
Our News Letter : https://substack.com/@seondnewsletter
Ali Kashani Linkedin : https://www.linkedin.com/in/alikashani
Ardalan Javadi : https://www.linkedin.com/in/ardalanjam1369/
 
00:00:00 The youngest Iranian-born CEO on the Nasdaq
 
 00:01:19 Why a public company beats a private one 
00:02:47 The path to Serve: a robotics PhD and LiDAR
00:04:14 Fired, broke, and one step at a time 
00:07:20 The dead company that came back 
00:08:31 DARPA 2005 and the contrarian bet on LiDAR 
00:12:45 Designing a robot people would forgive 
00:16:04 Principle before perception 
00:18:45 Building the ecosystem: NVIDIA, Magna, Uber 
00:23:56 Dots versus lines, and "Exit Path" 
00:26:24 Turning customer concentration into a feature 
00:29:38 The real unit economics of a delivery 
00:31:48  Picking cities and rolling out robots 
00:33:17  The case for optimism on AI and jobs 
00:37:49  Sidewalks versus streets 
00:41:18  The IPO and the numbers 
‘00:42:23  Ten last payrolls and the Kashani loan 
00:46:10  Two days before Christmas: the call to Jensen 
00:48:50  From bankruptcy lawyers to the bell in three months 
00:49:11  The coming valley and the humanoid hype 
00:50:50 Where the value is in physical AI 
00:53:24 Why narrow robots beat humanoids, for now 
00:55:00 Don't follow trends 
00:57:44 Uncertainty is the job 
01:00:59  Startups as entropy reduction engines 
01:02:31 Touraj, Noosheen & Pejman
01:04:39  His hope for Iran
References : 
 
https://investors.generac.com/news-releases/news-release-details/generac-announces-acquisition-neurio-technology-inc
https://en.wikipedia.org/wiki/DARPA_Grand_Challenge
https://bothsidesofthetable.com/invest-in-lines-not-dots-611f36491d73
https://www.therobotreport.com/four-ways-to-make-ai-products-that-people-will-love/
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Martin Basiri built ApplyBoard into a $3.2B company in 10 years, helping over 2 million students study abroad. He is among the very few Iranian immigrants to build a multibillion dollar company in North America, and ApplyBoard alone now contributes 0.6% of Canada's GDP. In this first time Martin shares his full playbook, before his first $3M raise, his vision for the future of immigration, and what he is building next with Passage, a new financial aid platform reimagining how students fund their education.
Martin Basiri Linkedin : https://www.linkedin.com/in/martinbasiri/
More about Passage : https://www.linkedin.com/posts/martinbasiri_passage-is-3-years-old-we-started-the-share-7445530978036658176-fnn4?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAABcWhnUBc4VY_Jeg2Zkx0n3jQpTTTh3xu30
Our Newsletter : https://secondnewsletter.substack.com/
Ardalan Javadi : https://www.linkedin.com/in/ardalanjam1369/
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 
0:00 0.6% of Canada's GDP 
0:39 Martin's Introduction 
2:02 The system design idea behind ApplyBoard 
7:37 Did your short experience as an employee in Ohio make it clear you couldn't work for others? 
9:09 Martin's philosophy on taking action 1
1:09 Martin's impact on Canada's economy 
13:01 ApplyBoard is the largest study abroad company globally 
13:44 The global problem in higher education 
14:51 ApplyBoard as the greatest impact entrepreneurship 
17:00 Passage's financial aid system 
18:22 How did Martin discover the higher education problem?
 28:22 Contrarian and right 
29:20 Martin's insight on growth stage capital 
33:41 ApplyBoard's revenue growth stats 
34:52 300 no's for the first $3M 
35:18 Plug and Play
 39:25 Martin is the only Iranian in the past 
20 years to build a $3.2 billion company as an immigrant
 40:37 Martin's take on AI's long term impact on higher education 
48:39 Martin's take on the future of immigration 
50:00 Fertility rate 
57:07 Martin's prediction on the future of study abroad and why Passage matters 
1:02:00 Martin's unique insight on immigration 
1:04:00 Canada's population decline this year 
1:05:22 Canada's productivity decline
1:07:08 The median income of immigrants from Canada to the US is $142,000
1:08:14 The rising cost of tuition in higher education
1:09:10 What is Passage?
1:14:16 Which country has had the best immigration policy in recent years?
1:18:19 Martin Basiri's 5 toolkits for entrepreneurs

We sat down in March 2026 to break down the two most important companies in AI. This episode is a full deep dive into Anthropic and OpenAI, comparing everything from corporate structure and revenue models to business strategy, research philosophy, and the politics shaping both companies. We cover the founding stories, the safety vs scale debate, enterprise adoption, fundraising dynamics, the Pentagon ban, and where both companies are headed next. Whether you're a builder, investor, or just following the AI race closely, this is the episode.
 
ur Newsletter : https://secondnewsletter.substack.com/
Ardalan Javadi : https://www.linkedin.com/in/ardalanjam1369/
Farzam Hejazi: https://www.linkedin.com/in/farzam-hejazi-5b608081/
0:00 Introduction
49:03 Iran
3:16 Anthropic vs OpenAI summary 
4:29 Revenue Chart 
7:12 Story Behind OpenAI and Deepmind
12:27 Political Motivation Behind Anthropic, Effective Alterism
13:00 Why did Amodei leave OpenAI?
13:22 Anthropic Co-founders
14:25 When did the war begin?
16:00 Anthropic fundraising story 
17:00 Open Philanthropy in the story? 
18:22 Consumer vs Enterprise? 
20:32 google did favor? 
23:08 Why is Anthropic in love with regulations? 
23:53 Anthropic is the master of regulatory capture 
24:20 Bill Gurley about the Anthropic 
25:22 Anthropic Legal team is from the Government? 
25:58 How Anthropic when the government contracts?
31:18 Claude Code vs Codex?
31:56 Focus
37:50 Skill
39:44 Financial Analysis
43:39 OpenClaw
44:25 OpenClaw Stat
47:33 Codex App
51:43 Amodei Risk Strategy
59:29 Add for OpenAI
1:0:13 Department of War
1:04:00 Contract with Department of War 
1:08:58 OpenAI risks
1:15:18 OpenAI and Private Equity
1:17:38 Iranian Anthropic Board Member 
 
References : 
 
https://openai.com/index/introducing-openai/
https://www.acquired.fm/episodes/google-the-ai-company
https://issuu.com/pomfretschool/docs/spring_2023_magazine/s/21821582#:~:text=In%20July%202015%2C%20a%20handful,start%2Dup%20incubator%20Y%20Combinator.
https://www.acquired.fm/episodes/google-the-ai-company
https://mindmatters.ai/2024/09/silicon-valleys-trendy-ethic-effective-altruism/
https://fortune.com/2025/12/02/daniela-amodei-anthropic-cofounder-claude-openai/
https://www.anthropic.com/news/anthropic-raises-series-b-to-build-safe-reliable-ai
https://www.youtube.com/watch?v=O_AfZ6J0ToE
https://www.youtube.com/watch?v=W3YpC4Dvzso
https://www.linkedin.com/in/elizabeth-kelly-dc/
https://www.linkedin.com/in/holden-karnofsky-75970b7/
https://www.marketingaiinstitute.com/blog/dario-amodei-ai-entry-level-jobs
https://www.anthropic.com/news/model-context-protocol
https://www.linkedin.com/in/farzam-hejazi-5b608081/
https://www.cnbc.com/2025/10/06/anthropic-deloitte-enterprise-ai.html
https://myclaw.ai/?utm_source=ggzhuan&gad_source=1&gad_campaignid=23639453985&gbraid=0AAAABCxkYQOeGOrIKZhTFpHNFSyzzRfOj&gclid=CjwKCAjwspPOBhB9EiwATFbi5FOiQupWtKzL_0mzKzlnKUaEaKbKYrJ748p8hDKoqXCu_PE08pp5BRoCWsIQAvD_BwE
https://www.youtube.com/watch?v=n1E9IZfvGMA
https://www.youtube.com/watch?v=gzwRflcLPAAZZ
https://www.vccircle.com/openaijoins-anthropic-in-courting-private-equity-firms-for-enterprise-ai-venture
https://www.youtube.com/watch?v=9kLQXX76rEI&list=PLey29VA1L5hkYHI-J6R2emxTtiSLnsVmn
https://www.linkedin.com/in/yasminrazavi/
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Why will Google & NVIDIA struggle next year? We're celebrating the best Iranian AI scientists, roboticists, VCs & startups while revealing what's coming in 2026.
Newsletter : https://secondnewsletter.substack.com/
Ardalan Javadi : https://www.linkedin.com/in/ardalanjam1369/
Farzam Hejazi: https://www.linkedin.com/in/farzam-hejazi-5b608081/
0:00 Introduction
3:04 Best AI Scientist of the Year
10:03 Best Roboticist of the Year 
13:46 Best Robotic Startup of the year
16:25 Best Venture Capitalist of the year 
33:08 Best none AI Business
38:19 Best CEO of the Year 
42:06 Best AI Model or Product
48:49 Best Female in Tech or Investment 
50:19 Best Podcast Episode of the year 
52:01 Most Two Important Trends in 2026  
References: 
 
https://arxiv.org/pdf/2501.00663
https://arxiv.org/pdf/2505.23735
https://www.youtube.com/watch?v=uX12aCdni9Q
https://www.linkedin.com/in/vahab-mirrokni-49774112/
https://www.linkedin.com/in/alibehrouz/
https://www.youtube.com/watch?v=jux_L-Re5JA 
https://www.linkedin.com/in/vahdat/
https://www.linkedin.com/in/pouransari/
https://www.arxiv.org/pdf/2510.02375
https://www.linkedin.com/in/alikashani/
https://www.youtube.com/watch?v=xNsj3nfkTHQ&t=1s&pp=ygUXVG91cmFqIFBhcmFuZyBTZWNvbmRQb2Q%3D
https://www.youtube.com/watch?v=IOC7X9lfb1k
https://www.linkedin.com/in/brettadcock/
https://www.linkedin.com/in/dorsa-sadigh-6988581a/
https://x.com/dorsasadigh/status/1899981257427313037?s=46
https://en.wikipedia.org/wiki/Presidential_Early_Career_Award_for_Scientists_and_Engineers
https://www.figure.ai
https://www.linkedin.com/in/cbfinn/
https://www.worldlabs.ai
https://joincolossus.com/article/ramtin-naimi-man-hot-hand/
https://www.youtube.com/watch?v=QEICTvGNKrY
https://medium.com/@annayeleferenko1995/how-cursor-anysphere-became-a-29-3b-company-in-just-a-few-years-eaf693674ef7
https://neo.com/startups
https://www.institutionalinvestor.com/article/2bsx50dfm3p7vduehik8w/culture/the-unusual-ambitions-of-chamath-palihapitiya
Ramtin N. - San Francisco Bay Area | Professional Profile | LinkedInlinkedin.com
https://finance.yahoo.com/news/nvidia-acquires-ai-chip-startup-150217099.html
https://www.tiktok.com/@theallinpod/video/7335094802742054186
https://open.substack.com/pub/chamath/p/the-future-of-ai-compute-a-conversation?utm_campaign=post&utm_medium=email
https://www.youtube.com/watch?v=UneoszmxRGg
https://www.linkedin.com/in/mohsenmoazami/
https://www.linkedin.com/in/sundeepm/
https://en.wikipedia.org/wiki/Will_Ahmed
https://www.forbes.com/profile/adam-foroughi/
https://en.wikipedia.org/wiki/Mike_Amiri
https://code.claude.com/docs/en/overview
https://youtu.be/38YCBtzWptU?si=UJPqZc3RWqgOe_pH
https://www.liquid.ai/team/ramin-hasani
Adam Foroughi - Los Angeles, California, United States | Professional Profile | LinkedInlinkedin.com
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.youtube.com/watch%3Fv%3D50_DF8Aw7S0&ved=2ahUKEwimkOaE_e2RAxV2FjQIHSHrDpIQtwJ6BAgYEAI&usg=AOvVaw2n5JBp3evO3dgwfdt0zOzT
https://www.sparkcapital.com/team-members/yasmin-razavi
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.youtube.com/watch%3Fv%3DtNZnLkRBYA8&ved=2ahUKEwie6-79_u2RAxVMFjQIHQlVHcAQtwJ6BAgaEAI&usg=AOvVaw3f3wVywqXIx5HWqTLdJg6-
https://youtu.be/21EYKqUsPfg?si=pSYY0LOgQ4O_C3-5
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#ArdalanJavadi
#هوش_مصنوعی #عامل_محور #ایجنت #سندباکس_ایجنت #کارآفرینی #استارتاپ #جذب_سرمایه #سرمایه_جسورانه #سیلیکون_ولی #SecondPod

در این قسمت میزبان دو هم‌بنیان‌گذار Veris، اندی پرتوی و مهدی جامعی هستیم؛ یکی از سریع‌ترین استارتاپ‌های رو‌به‌رشد در حوزه هوش مصنوعی. Veris در حال ساخت سندباکس ایجنت‌هاست: محیط‌های ایمن و مقیاس‌پذیر که در آن ایجنت‌های هوش مصنوعی می‌توانند قبل از ورود به دنیای واقعی، آموزش ببینند، تست شوند و کارایی واقعی خود را ثابت کنند.در این گفت‌وگو، اندی و مهدی درباره محصول، داستان شکل‌گیری، کاربردهای واقعی، و این‌که چطور فقط در ۱۰ روز ۸.۵ میلیون دلار از سرمایه‌گذاران طراز اول جذب کردند صحبت می‌کنند—از تاکتیک‌ها و اشتباهات تا نکاتی که واقعاً برای سرمایه‌گذاران جذاب بود.
در این قسمت، امیرعلی مهاجر (بنیان‌گذار HostAI ) نیز  همراه ماست.
لینک‌ها
امیرعلی مهاجر: https://www.linkedin.com/in/amiralimohajer/
مهدی جامعی: https://www.linkedin.com/in/mehdijamei/
اندی پارتوی: https://www.linkedin.com/in/andi-partovi/
Deck : https://www.canva.com/design/DAGp5AphGww/WNFz1J6hRBUqyN4tUzEOsw/edit?utm_content=DAGp5AphGww&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton
فصل‌ها 
0:00 خلاصه1:11 معرفی2:06 Veris چه می‌کنه؟2:56 گفت‌وگو با مهدی5:06 الهام از خودروهای خودران برای مهدی و اندی6:50 سوال امیرعلی درباره قابلیت‌های اندازه‌گیری Veris برای ایجنت‌ها8:00 توضیح اندی درباره Veris AI9:15 آیا هر ایجنت به محیط اختصاصی نیاز دارد یا سازوکار چگونه است؟12:05 راهکار شما فعلاً سازمانی است ,آیا در آینده به استارتاپ‌ها هم کمک می‌کند؟14:54 توصیهٔ اندی: چه استراتژی‌ای ایجنت قابل‌اعتماد می‌سازد؟16:07 «توسعهٔ مبتنی بر شبیه‌سازی» برای ایجنت‌ها یعنی چه؟16:30 تعریف «ایجنت» چیست؟19:00 پس‌تولیدِ وظایف عامل‌محور20:00 مزیت رقابتی (Moat) شما چیست؟25:10 چگونه می‌خواهید برنده شوید؟26:11 آشنایی شما در برنامهٔ Pear VC چگونه شکل گرفت؟30:22 داستان شکل‌گیری Veris30:54 چگونه مطمئن شدید  تیم مناسبی هستید؟38:26 اشارهٔ امیرعلی: فنی‌تر بودن اغلب از صرفِ دانشِ Domain باکیفیت‌تر است40:26  SecondPod فصل سوم40:39 اسلاید ۱ 41:43 استراتژی فاندریزینگ44:09 ۸.۵ میلیون دلار در ۱۰ روز,چطور؟48:11 سرمایه‌گذاران این روزها به کدام کنفرانس‌ها می‌روند؟51:23 اسلاید ۲51:50 جایگاه‌گذاری شما کجاست؟55:03 اسلاید ۳ 57:22 لید اینوستور را چگونه پیدا کردید؟1:03:30 مسیر رسیدن به AGI یا ASI چیست؟1:08:31 نظریهٔ «انتخاب طبیعی» در آیندهٔ AI؟1:12:58 در استخدام به دنبال چه ویژگی‌هایی هستید؟1:16:27 برنامهٔ استخدامیِ غیرفنی؟1:19:39 استراتژی GTM  چرا مؤسسات مالی؟1:28:46 «موفقیت» را چگونه تعریف می‌کنید؟
 SecondPod
لینکدین اردلان جوادی: https://www.linkedin.com/in/ardalanjam1369/
لینکدین SecondPod: https://www.linkedin.com/company/secondpodcast/?viewAsMember=true
ایکس (X): https://x.com/thesecondpod
اینستاگرام: https://www.instagram.com/thesecondpod/
خبرنامه/پادکست: https://secondnewsletter.substack.com/podcast
 
 

SecondGroup podcast is  for informational purposes only and does not provide stock or securities recommendations. The co-hosts may own stocks or assets discussed on the show
 
In this episode, we explore various scenario analyses for the next 12 months of AI reasoning models and examine different asset classes, with a specific focus on the private market.
 
This episode was recorded in the Bay Area. We missed having Shirin with us, as she was traveling
Ardalan Javadi Linkedin : https://www.linkedin.com/in/ardalanjam1369/
Farzam Hejazi Linkedin : https://www.linkedin.com/in/farzam-hejazi-5b608081/
Shirin Mojarad Linkedin : https://www.linkedin.com/in/shirinmojarad/
0:00 Summary
1:44 Subjects 
 2:18 Ardalan’s experience at the Acquire Live event in San Francisco
3:35 Zuck's Personal Rebranding
5:44 Fed Policy 
7:52 What's Ahead in the Market Over the Next 12 Months
10:11 What Can We Learn from Japan?
13:48 Potential Black Swan Events in the Next 12 Months
24:44 Ardalan's Outlook on the Market for the Next 12 Months
25:36 Pitchbook Report on the Performance of Various Funds in the Private Market
26:10 LBO
30:31 Hilton Hotels LBO
32:40 Elon Musk's Position in the AI Market
39:31 Strawberries
44:19 reasoning model
References : 
https://www.wsj.com/economy/central-banking/sorry-the-fed-cant-save-us-from-a-bear-market-fad99617?mod=economy_lead_story
https://files.pitchbook.com/website/files/pdf/Q2_2024_Global_Private_Market_Fundraising_Report.pdf
https://files.pitchbook.com/website/files/pdf/Q4_2023_Global_Fund_Performance_Report_with_preliminary_Q1_2024_data.pdf
https://pitchbook.com/news/articles/openais-strawberry-opens-new-ai-battlefield
https://www.youtube.com/watch?v=vIXfYFB7aBI
About Us : 
 
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Twitter : / thesecondpod 
Instagram : https://www.instagram.com/thesecondpo... 
#Secondpod #Second_Pod #پادکست ـ دوم #secondpod #پادکست

In this special episode, we have a fascinating conversation with Narges Baniasadi, a prominent figure in the biotech ecosystem and founder of Bina Technologies, which was successfully acquired by Roche in a deal worth over $100 million. Narges holds a bachelor's degree in computer science from the University of Tehran and a PhD in electrical engineering from Stanford. Following the acquisition, she embarked on what she calls her "second journey"—a shift towards meaningful entrepreneurship, or what she refers to as "impact entrepreneurship." She also launched the Emergence program at Stanford. We dive deep into her philosophy on entrepreneurship and discuss her insights into the key characteristics of impactful entrepreneurship
Narges Baniasadi Linkedin : https://www.linkedin.com/in/narges-baniasadi-1a45b94/
Stanford Emergence Program : https://emergence.stanford.edu/
Watch Video on Youtube : https://youtu.be/50_DF8Aw7S0?si=pQpX5T28tZ_jj96a
About Us :
Linkedin : https://www.linkedin.com/company/thes...
Twitter : / thesecondpod
Instagram : https://www.instagram.com/thesecondpo...
#Secondpod #Second_Pod #پادکست ـ دوم #secondpod #پادکست