White House AI Accord, Model Welfare, Ken Griffindor School of Market Wizardry | Ali Golshan, Mike Intrator, Vlad Tenev, Pari Singh, Minna Song, Dev Ittycheria, Daragh Murphy, Noah Friedman
2 hour 59 minutes Posted Sep 30, 2026 at 9:27 pm.
) Supper Intelligence
) White House Accord Signature Tier List
) đ Timeline Reactions
) Power, GD, and the AI Boom
) A Warning about Model Welfare
) Ken Griffindor School of Market Wizardry
) Ali Golshan, Nvidiaâs senior director of AI software and a former Gretel founder, discusses his work on AI security, safety, and infrastructure. He explains how the open-source OpenShell project, formal verification, and hardware-level controls can provide a trusted, full-stack environment for monitoring and containing autonomous AI agents.
) Mike Intrator, co-founder and CEO of AI cloud provider CoreWeave, discusses the companyâs evolution beyond GPU infrastructure into a comprehensive AI cloud platform. He highlights CoreWeaveâs new Forge product, the long-term utility of GPUs, potential industry consolidation, and the economics of compute capacity and data-center planning.
) Vlad Tenev discusses Robinhoodâs expansion into AI-powered trading, including autonomous agents, third-party financial data, and safeguards designed to give everyday investors âa hedge fund in their pocket.â The Robinhood co-founder and CEO also covers social investing, prediction markets, new trading products, and AIâs broader impact on financial markets.
) Pari Singh discusses Flow Engineeringâs $50 million fundraise at a $750 million valuation and its plans to invest heavily in AI-powered hardware engineering. He explains how Flow uses AI to continuously verify complex designs, manage regulatory requirements, and accelerate collaboration across engineering teams and suppliers.
) Minna Song discusses EliseAIâs rapid growth, including raising $350 million, surpassing $200 million in annual recurring revenue, and serving 20% of the U.S. apartment market. The co-founder and CEO explains how the company drives AI adoption and develops shared technology for the large housing and healthcare sectors.
) Dev Ittycheria discusses returning as MongoDBâs interim president and CEO, the companyâs strong outlook, and his journey as a founder, investor, and technology executive. He also shares insights on AI talent wars, open-source business models, corporate governance, and the importance of clear strategy, strong teams, and a candid culture.
) Daragh Murphy discusses Imprint, the fintech company he co-founded and leads as CEO, which provides co-branded credit cards and payment infrastructure for major brands such as Kroger and Shell. He explains Imprintâs partnership model, credit-card economics, and how AI agents and bank-account payments could challenge traditional card networks and interchange fees.
) Noah Friedman discusses OuterSignal, his customer-intelligence and personalization platform, following its $22 million Series A. He explains how richer, real-time customer profiles help brands personalize marketing, improve retail and product strategies, and create more relevant consumer experiences.
Supper Intelligence
White House Accord Signature Tier List
đ Timeline Reactions
Power, GD, and the AI Boom
A Warning about Model Welfare
Ken Griffindor School of Market Wizardry
Ali Golshan, Nvidiaâs senior director of AI software and a former Gretel founder, discusses his work on AI security, safety, and infrastructure. He explains how the open-source OpenShell project, formal verification, and hardware-level controls can provide a trusted, full-stack environment for monitoring and containing autonomous AI agents.
Mike Intrator, co-founder and CEO of AI cloud provider CoreWeave, discusses the companyâs evolution beyond GPU infrastructure into a comprehensive AI cloud platform. He highlights CoreWeaveâs new Forge product, the long-term utility of GPUs, potential industry consolidation, and the economics of compute capacity and data-center planning.
Vlad Tenev discusses Robinhoodâs expansion into AI-powered trading, including autonomous agents, third-party financial data, and safeguards designed to give everyday investors âa hedge fund in their pocket.â The Robinhood co-founder and CEO also covers social investing, prediction markets, new trading products, and AIâs broader impact on financial markets.
Pari Singh discusses Flow Engineeringâs $50 million fundraise at a $750 million valuation and its plans to invest heavily in AI-powered hardware engineering. He explains how Flow uses AI to continuously verify complex designs, manage regulatory requirements, and accelerate collaboration across engineering teams and suppliers.
Minna Song discusses EliseAIâs rapid growth, including raising $350 million, surpassing $200 million in annual recurring revenue, and serving 20% of the U.S. apartment market. The co-founder and CEO explains how the company drives AI adoption and develops shared technology for the large housing and healthcare sectors.
Dev Ittycheria discusses returning as MongoDBâs interim president and CEO, the companyâs strong outlook, and his journey as a founder, investor, and technology executive. He also shares insights on AI talent wars, open-source business models, corporate governance, and the importance of clear strategy, strong teams, and a candid culture.
Daragh Murphy discusses Imprint, the fintech company he co-founded and leads as CEO, which provides co-branded credit cards and payment infrastructure for major brands such as Kroger and Shell. He explains Imprintâs partnership model, credit-card economics, and how AI agents and bank-account payments could challenge traditional card networks and interchange fees.
Noah Friedman discusses OuterSignal, his customer-intelligence and personalization platform, following its $22 million Series A. He explains how richer, real-time customer profiles help brands personalize marketing, improve retail and product strategies, and create more relevant consumer experiences.
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Show notes
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