▶ 12:48 · $OPENAI · Foundation model companies will eat high-value SaaS applications like Google did with search verticals

episode briefing

Why AI is Bigger Than the Industrial Revolution

2026-07-09 · 7 company · 8 thematic

sentiment

5 bull2 bear0 neu

speakers

joe ben bevirt

JoeBen Bevirt founded Joby Aviation and has led it for over a decade through design, FAA certification, and into manufacturing scale-up. He previously founded Velocity11 and other robotics companies. He is driving the electric aviation transition with hydrogen propulsion, autonomy, and vertical integration.

joe lonsdale

Joe Lonsdale hosts American Optimists. He co-founded Palantir Technologies and founded venture firm 8VC. He previously hired Scott Wu at an early company and references his experience building Palantir's forward-deployed engineer model and government technology partnerships.

scott

Co-founder of Cognition, an AI coding agent company. Former founder hired by Joe Lonsdale in a previous venture. Leads a team of 20+ Olympiad gold medalists building autonomous software engineering agents.

jack

Partner at 8VC. Leads the public markets discussion, citing Micron's valuation metrics and historical industrial revolution capex comparisons to argue AI is not in a bubble.

quote

“anthropic openai Google they're all going to in the same way that you probably don't want to build an email company while Google's on its cuz they're going to come and eat that. Like every one of these companies is looking at where are our…”

—scott

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