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Latest Highlights

Mark Bertolini
Former CEO of Aetna, CEO of Oscar Health
Oscar Health's digital-first, AI-powered approach
We currently cover about 2 million lives, all Affordable Care Act (ACA) members. These are individuals who require subsidized healthcare they otherwise couldn't afford. We're expanding into more markets, aiming to provide them with useful tools. For instance, we're launching a chatbot that helps people deeply understand their conditions through interactive conversations. On the backend, we've implemented nearly two dozen large language models, significantly reducing our operating costs. This has allowed us to lower prices. Our platform is digital-forward and cloud-native, the first new health insurance platform built since 1972.
Dr. Sue Johnson
Expert on lasting love and relationships
Emotional responsiveness as relationship foundation
Emotional responsiveness is an abstract concept encompassing much. It's the ability and willingness to emotionally tune into another person, allowing them to perceive your nonverbals or words. This enables them to feel what you're feeling and respond in a way that makes you feel valued. This may sound elaborate, but consider that humans are social bonding mammals. If you're paying attention, you pick up cues from someone's face in 100 milliseconds. Your facial muscles automatically imitate what you see on another person's face, and the mirror neurons in your brain fire. If you're attentive, you physically feel what you observe on their face.
Dylan Patel
Founder and CEO of SemiAnalysis
Advice for Jensen: Invest in AI Infrastructure
Jensen has a massive balance sheet and incredible cash flow. The new Trump tax bill allows companies to depreciate the entire cost of GPU clusters in year one. This has huge tax implications for companies like Meta, saving them billions annually. Nvidia could leverage this by investing in infrastructure. While this might seem like competing with their own customers, they are already doing so, as customers are developing their own chips. Nvidia should accelerate the data center ecosystem through strategic investments.

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Podcast Highlights

Here are this week's carefully curated podcast highlights just for you.


AI Consolidation, Biotech Opportunities, and World Models with Sarah and Elad

No Priors: Artificial Intelligence | Technology | Startups

No Priors: Artificial Intelligence | Technology | Startups
Elad Gil · serial entrepreneur and startup investor · Startup consolidation strategy to combat incumbents
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"My view is that the market's going to see two types of consolidation. There's going to be product consolidation and there'll be actual buys. And the Codium windsurf acquisition by OpenAI is the first step in that. But if I was a number one or number two in a market and I was a startup, I'd consider merging with the other party. If there were the two main startup players because the real threat will be fighting the incumbents. And so I would kind of get ahead of it and say, okay, let's stop the startup to startup war and let's just focus on winning against the three or four incumbents."

#226 Garry Tan: Billion-Dollar Misfits — Inside Y Combinator's Startup Formula

The Knowledge Project with Shane Parrish

The Knowledge Project with Shane Parrish
Garry Tan · President of Y Combinator · The importance of earnestness in successful founders
Listen
"The number one thing that I want that comes to mind for me is earnest. So what does earnest mean? Incredibly sincere. I think basically what you see is what you get. Like you're not trying to be something else. It's like authentic, but even humble in that respect."

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