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▶ 155:50 · $FOREST · Forest raises $150M Series C at $3B to build AI network for medicine
episode briefing
TBPN

GG Navier Stokes, Math Wars, Greg Brockman Joins, Scott Wu Joins, The Seufenator Joins

2026-09-08 · 6 company · 10 thematic
sentiment
6 bull0 bear0 neu
speakers
dan wright

Founder/CEO of Armada, building modular AI data centers for edge compute; raised $230M at $2B valuation; previously discussed on TBPN.

scott wu

Scott Wu is a three-time International Olympiad in Informatics (IOI) gold medalist and world champion at 17. He co-founded Cognition after working at Adapar, building Devin, the first autonomous AI programming agent. He leads a team of 450 engineers focused on enterprise and government AI agent deployments.

greg brockman

Greg Brockman is the co-founder and president of OpenAI, previously employee #4 and CTO at Stripe. He describes himself as 'chief builder' at OpenAI, leading compute strategy, research, and product development including Codex and Chronicle.

sah

Founder/CEO of Forest (AI network for medicine); raised $150M Series C at $3B valuation (4 months after $1B); platform covers 85% US zip codes, works with 9 of top 15 biopharma.

andrew

Member of SemiAnalysis's STEEL teardown lab team specializing in semiconductor physical analysis, die extraction, and process node characterization.

harry

Harry Stebbings hosts the 20VC podcast, interviewing venture capitalists and founders. He facilitates the discussion and asks probing questions about AI investments, IPOs, and market dynamics.

quote
“We're now supporting millions of people across all 50 states... working with nine of the top 15 global biopharma companies... a new drug that came out earlier this year back in March for an autoimmune disease, 40% of all people who have ev…”
—sah
now playing · $FOREST
$ARMADAbullish· highdan wright
Armada raises $230M at $2B to build modular edge AI data centers
Armada is building the hyperscaler for the 70% of the world lacking big data centers by manufacturing modular AI factories (gallions) that deploy in weeks at stranded power sites,…
$COGNITIONbullish· highscott wu
Cognition's Devin agent moves from prototype to production with orchestration focus
Devin has progressed from viral prototype to production-grade agent used by enterprises, with orchestration (tooling, context, model routing) as the durable moat; cybersecurity is…
$OPENAIbullish· highgreg brockman
OpenAI solves Navier-Stokes millennium problem; Astra computer-use agent hits new threshold
OpenAI's model solved the Navier-Stokes millennium prize problem, demonstrating ability to generate new mathematical knowledge; Astra represents a threshold in computer-use agents…
$FORESTbullish· highsah
Forest raises $150M Series C at $3B to build AI network for medicine
Forest's platform provides unprecedented visibility into drug performance nationwide (40% of patients for a new autoimmune drug flowed through them), helping biopharma accelerate…
$SPLIT-PAYbullish· highandrew
Split Pay scales to $80M run rate with proprietary cash-flow underwriting beating FICO
Split Pay built a proprietary cash-flow underwriting model trained on in-house data that outperforms FICO for millennials, enabling a 'creditback' debit card that dynamically stre…
$ANTIOCHbullish· mediumharry
Antioch partners with Amazon Ring on hybrid sim-to-real robotics platform
Antioch's hybrid simulation (classical physics + learned gap models) closes the sim-to-real gap for physical AI, enabling recursive self-improvement flywheels; announced partnersh…