▶ 164:10 · Fintech · Cash-flow underwriting and ACH innovation disrupt consumer credit for millennials

episode briefing

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

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.

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