▶ 107:30 · $OASIS-DEVICES · Oasis Devices launches smart ring for private dictation and screen editing, integrating with Wispr Flow

episode briefing

Etched Founder Joins, AI Creates Jobs, It's OVER for Peptides, Tristan Thompson in the Ultradome

2026-06-30 · 10 company · 9 thematic

sentiment

10 bull0 bear0 neu

speakers

gavin baker

Managing partner and CIO of Atreides Management, a technology-focused hedge fund. He previously ran the Fidelity OTC fund for years and is one of the most-followed voices on semiconductors, AI infrastructure and growth tech.

aaron

Aaron hosts the Y Combinator Design Review podcast, where he reviews startup websites with design experts. He appears to be a YC team member facilitating the design critique sessions.

ian

Covers semiconductors and technology from San Francisco, focusing on memory market dynamics, capacity cycles, and US-China tech competition.

zach

Founder of Persona, an AI wearable wristband with proactive agent interface. Previously founded Cali, a calorie-tracking app sold to a larger company (now #9 in fitness). Known for growth expertise and rapid product iteration.

ricky

andrew

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

quote

“And what we landed is private dictation because what rings are really useful for is uh bringing them very close to your mouth and whispering. And it just so happens that we also have a track binary ring that allows you to edit. Uh we spent…”

—ricky

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