In this episode of the re:Start Podcast, Lakshya, Shashi, and Damon unpack a whirlwind week in tech and investing.💥 Michael Burry’s Big Short 2.0 — Burry bets against NVIDIA and Palantir with nearly $1B in puts, while Shashi doubles down on his NVIDIA-to-$10T conviction. Is this an AI bubble or just a healthy correction?🤖 Apple waves the white flag — Apple is reportedly paying Google $1B/year to use Gemini for Siri. Has Apple quietly given up on building its own AI future?🧠 The Cluey Kid chaos — The Gen Z founder of “cheat-on-anything” fame goes from viral rebel to awkward TechCrunch interviews. Is distribution really king, or does product still matter?🚀 Elon’s $1 Trillion Mars Shot — Tesla’s new pay package could make Elon the world’s first trillionaire if Tesla hits $8.5T by 2035. Is this visionary incentive—or billionaire excess?🎙️ Also in this episode:OpenAI’s shaky path to profit and whether Sam Altman is the next SBFThe coming wave of personal robots and voice-first devicesWhy Apple’s hardware moat might still outlast everyone elseIf you like deep dives on AI, tech founders, and markets that actually make sense of the chaos—this one’s for you.#ai #nvidia #tesla #openai #elonmusk #restartpod #samaltman
In this episode of the new re:Start Pod, 3 AI founders take on the question everyone’s whispering: is there an AI bubble—or are we just getting started? From Nvidia’s trillion-dollar rise to OpenAI’s trillion-dollar spend, they dissect where real value lives in the AI stack—and where the hype’s already cracking.Is “circular finance” just chips funding chips? Can OpenAI win every vertical without alienating its users? And are background agents the future of coding—or just context rot at scale?They debate whether Anthropic’s infrastructure play beats OpenAI’s everything strategy, and whether humanoid robots like Neo are real products or just Silicon Valley performance art. Plus: the $1B-a-week prediction market boom, Robinhood’s quiet pivot, and whether we’re witnessing the birth of a new asset class—or the next meme-stock hangover.Chapters(Coming soon)Follow the Founders: https://x.com/reShashihttps://x.com/Lakshya__Bakshihttps://x.com/DamonBurrow#openai #anthropic #nvidia #llms #agi #stargate #grok #deepseek #cursor #claudecode #sora #neo #robotics #kalshi #polymarket #vc #aibubble #predictionmarkets #compute #founder #bubble
In this episode of the ScholarAI Founders Pod, the founders go head-to-head on YC’s latest Request for Startups—ranking each of the six bets as bullish or bearish. From “retraining workers for the AI economy” to “using LLMs instead of government consulting,” no idea is safe from scrutiny.Why are AI credentials a broken business model? Is video generation just a hype trap? Could multi-agent infra actually be a VC graveyard? And are the most boring enterprise startups also the most likely to survive?They debate whether you can build a 10-person, $100B company—and if YC is still the right place to do it. Plus: founder memes, creative economy bets, and why most "agentic frameworks" might just be Python wrappers in disguise.Also: how Palantir beat Silicon Valley at the government sales game, and the truth about startups that lift more than just capital.(0:00) Intro – Welcome to YC's RFS(2:25) Scanning the List(7:42) AI Workforce Training(18:04) Video Generation as a Primitive(24:43) 10 People, $100B Companies(29:51) Multiagent Systems(34:10) Enterprise SaaS....still...(36:11) Govt ContractingFollow the Founders: https://x.com/reShashihttps://x.com/Lakshya__Bakshihttps://x.com/DamonBurrowFollow ScholarAI: Twitter/X: https://x.com/ScholarAIInstagram: https://instagram.com/scholarai_/TikTok: https://tiktok.com/@founders.podLinkedIn: https://linkedin.com/company/scholar-aiTry our new app: https://notilo.ai#AI #Startups #YCombinator #FoundersPod #LLM #Agents #GovernmentTech #Cursor #EnterpriseSaaS #YCRequestForStartups #Claude #OpenAI #Infra #FounderMemes #CreativeTech #VentureCapital #MemeStartups #ScholarAI
In this episode of the ScholarAI Founders Pod, the founders dive into one of the most controversial collapses in recent SF startup history: the failed $3B acquisition of Windsurf by OpenAI. What went wrong? Who got left behind? And why are top engineers calling it “morally bankrupt”?
They break down the shift in power between founders, early engineers, and big tech suitors—especially as Cognition Labs swoops in to salvage scraps while Google walks away with the crown jewels. From the broader future of AI dev tools (Cursor, Claude Code, Codex) to what Cluey’s “cheat on everything” ethos says about the next generation of tech, this episode is part exposé, part forecast.
Also: toothpaste thefts in SF, why building with Claude Code feels like vibe coding, and the new playbook where startups win with storytelling—not just software.
(0:00) Intro - Welcome to San Francisco
(3:36) Windsurf Acquisition Collapse
(10:52) Shakeups in the IDE meta
(17:41) Labor v Capital: Silicon Valley Power Dynamics
(19:45) Claude Code on the Come-up
(26:10) Cluely's New Playbook
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#AI #Design #Code #Claude #UX #ProductDesign #Windsurf #DevTools #Startup #FoundersPod #Google #Vercel #Startups #TechNews #Cluely #buildinpublic
In this episode of the ScholarAI Founders Pod, the founders explore the shifting boundary between design and development. From diffusion models that can’t quite get the details right, to tools like Vercel’s V0 and Figma’s Dev Mode, they unpack why the design-to-code handoff is breaking down, and what comes next.
They also break down why Claude 3.5 is outperforming GPT-4 for UX copy, the unexpected value of AI-generated “ugly UIs,” and the deeper philosophical question: if agents and humans both communicate in code, is that the future of everything?
⏱ Timestamps
(0:00) Intro – The founders reunite in SF
(2:10) Claude 3.5 is shockingly good at UX writing
(7:20) Why “ugly UIs” sometimes convert better
(12:40) AI tools that generate full websites are breaking down
(18:15) What V0 is doing right—and wrong
(24:50) Figma, Dev Mode, and the design-to-code handoff
(29:00) Why current AI design tools still frustrate users
(30:34) Will code become the common language of agents and designers?
(33:15) Wrapping up: what design will look like in 2030
Follow the Founders:
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#AI #Design #Code #Claude #UX #ProductDesign #Figma #DevTools #Startup #FoundersPod #V0 #Vercel #Startups #TechNews
(0:00) Intro – Moving to SF, culture shock, and founder ethos
(4:35) Skipping college vs. startup school: is it worth it?
(10:40) The ROI of grad school and MBA programs
(14:50) Favorite AI tools this week: Lovable, Clay, and V0
(19:30) Open source acquisitions: Windsor, Neon, and what they signal
(25:10) Klarna’s AI reversal: hype vs. reality of workforce replacement
(28:20) Is Perplexity AI here to stay? Growth, acquisition, and skepticism
(33:35) Wrap-up
In this episode of the ScholarAI Founders Pod, Shashi and Lakshya debate whether founder-led teams outperform, what Klarna’s AI reversal means for the future of work, and why Perplexity might have more staying power than most people think.
They also unpack:
– The value of skipping college in 2025
– Open source wins like Windsor and Neon
– Lovable vs. V0: why some AI tools actually resonate
– The hard truths about startup investing during a downturn
Follow the Founders:
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#AI #Founders #Startups #OpenSource #Klarna #Perplexity #College #VC #Product #TechNews #Clay #Lovable #Neon #Windsor
OpenAI just acquired Windsurf (formerly Codium), and developers everywhere are asking: is this the beginning of the AI IDE wars?
In Episode 55, the Founders break down the future of coding tools in an AI-first world—from Cursor’s rapid growth to OpenAI’s strategy to dominate the developer experience. We cover Claude vs. GPT, VS Code’s uncertain future, and what this all means for solo devs, startups, and big players.
(0:00) Intro – Cursor vs. Windsurf and OpenAI’s play
(4:00) Claude vs. GPT: Who wins the dev experience?
(9:50) Will VS Code survive the AI IDE takeover?
(15:00) Cursor’s growth + Cursor vs. Windsurf
(22:40) OpenAI’s developer strategy + Softbank speculation
(28:30) What happens if Cursor wins?
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#Cursor #Windsurf #OpenAI #Claude #GPT4 #DevTools #IDE #SaaS #AI #Startups #VC #Innovation #FoundersPod #Anthropic #Microsoft #VSCode #AItools #Coding
Claude is outperforming GPT-4 for developers - and Cursor is turning engineering into a product manager’s game. In this episode, the founders unpack how they’re using Claude every day, why function calling is such a big deal, and what it means for the future of dev work.
They also explore the decline of protected research time in medicine, the rise of hedge fund PhDs, and what happens when traditional career paths start to break down.
(1:12) Why Claude models are still top among developers
(5:45) OpenAI’s push with O3, O4, and developer market share
(9:30) Will any model “win”? Or will there be long-term rotation?
(13:00) Claude vs GPT-4 vs LLaMA – productivity insights
(16:12) The Meta argument: “Facebook never really left”
(18:56) Meta’s dominance in social and future with AR/VR
(22:40) The AI “dumbbell theory” – value at the top and bottom
(26:15) Are we in a new recession or just reallocation?
(29:20) Protected time for researchers in economic downturns
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#Claude #Cursor #GPT4 #DevTools #Coding #AI #Engineering #PhD #Research #Academia #FoundersPod #TechTrends #Startups
(0:00) Welcome & Google’s Surprise Earnings(3:25) Why AI Overviews Aren’t Hurting Google (Yet)(8:10) Is YouTube Search Powering Google’s Growth?(12:40) AI's Role in Google’s Global Dominance(16:45) Meta’s Massive Growth & Why It's Still Winning(20:50) The Secret Behind Meta’s Ad Revenue Model(24:00) Netflix’s Retention Strategy & Studio Power(28:30) Why Netflix Isn’t Losing the Streaming War(32:15) Tesla's Sales Decline & Elon’s Effect on the Stock(36:40) Will Tesla’s Autonomy Bet Actually Pay Off?(42:10) The Ugly Future of Robot Taxis?(44:35) Minecraft, Mufasa & Movie Economics(48:00) Are Derivative Movies Profitable for Disney?(51:30) Our Picks: What We’ve Been Watching Lately
Big Tech is booming, again. In this episode, the ScholarAI founders break down Google’s earnings surprise, Meta’s pricing power, and how Netflix refuses to churn. Meanwhile, Tesla’s in trouble. Sales are down, and Elon’s distractions may be catching up.
Plus:
We wrap with what we’re watching and what it means for tech, business, and the box office.
Watch the full episode now & subscribe for more AI and tech insights.
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Trump’s 90% tariffs. Market drops. Bitcoin stalls. Are we heading for a recession—or something bigger?
In Episode 52 of the ScholarAI Founders Pod, Damon, Shashi, and Lakshya unpack the global market chaos unfolding in real time. From inflation and rate pressures to Bitcoin’s failure as a safe haven, the founders dive into what this moment really signals: a temporary correction, a fundamental realignment, or a full reset of how global systems operate.
They discuss:
- Why the current pullback feels engineered
- Where capital is flowing—and fleeing
- Why safe havens aren’t safe anymore
- How founders should navigate the next 6–12 months
Whether you're building a company, holding assets, or just watching closely, this episode is about the stakes behind the headlines.
(0:00) Trump’s Tariff Bombshell
(3:45) Founder Fallout: Why This Matters for Tech
(7:50) Market Panic vs. Realignment
(11:40) Bitcoin Is Failing Its Stress Test
(15:20) Where Shashi & Lakshya Are Moving Capital
(18:40) What the VIX Says About Market Fear
(22:30) Are We Entering a Controlled Recession?
(27:00) What Happens After ZIRP Ends?
(32:00) Is the U.S. Losing Global Trust?
(36:15) Recession, Realignment… or Reset?
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Three founders. One unfiltered take on AI’s future.
In this episode of the ScholarAI Founders Pod, Damon, Shashi, and Lakshya return for a packed discussion on:
- The real implications of open-source AI vs. closed models
- Whether Anthropic, OpenAI, and Mistral are over- or under-valued
- NVIDIA’s dominance and how founders should think about compute
- Why the next great AI company might not be a chatbot
- Whether GPT-4.5 is quietly disrupting everything
- And the honest debate: are we running out of GPUs?
This one’s full of real founder talk — from infrastructure bets to application strategy and beyond. A must-listen if you’re building in AI or investing in it.
(0:00) Open vs. Closed-Source AI: What’s Actually at Stake?
(6:03) Mistral’s New Model & Product: How Does It Stack Up?
(10:56) Should Founders Build on Open-Source or Closed Models?
(17:35) GPU Bottlenecks & Infrastructure Tradeoffs
(22:45) Model Hosting Costs Are Wild—Who Can Keep Up?
(26:31) Infra vs. Product: What Really Drives Adoption?
(31:12) GPT-4.5 vs. GPT-5: What's the Real Leap?
(36:55) Building an AI Company in 2025: Advice for Founders
(42:47) When Will AI Agents Finally Deliver on the Hype?
(48:23) Founders Roundtable: Big Lessons from the Past Year
(52:11) What We’re Most Excited to Build Next
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In this episode, Lakshya and Shashi dive deep into how AI has completely changed what it means to “build” as a founder. From using tools like Cursor, Claude, and GPT to ship real products without engineers — to launching Notillo, a “Duolingo for college classes".
We reflect on what’s changed since the early days of ScholarAI, why distribution and user love now matter more than technical moats, and how tools like Cursor have quietly become the new default IDE for modern builders.
They also debate:
Do non-technical founders even need cofounders anymore?
Why “GPT wrapper” is a broken framework
Whether Perplexity will survive the search wars
Why Cursor’s rise might signal a new class of AI-native software companies
How they use Claude + Cursor to write, code, debug, and deploy — fast
Follow the Founders:https://x.com/DamonBurrowhttps://x.com/Lakshya__Bakshihttps://x.com/reShashiFollow the Pod on Socials:X: https://x.com/ScholarAIInstagram: https://instagram.com/scholarai_/TikTok: https://tiktok.com/@founders.podLinkedIn: https://linkedin.com/company/scholar-ai/
(0:00) AI’s role in research and experimentation
(3:15) AI tools accelerating research—where they work and fail
(7:40) Can AI actually plan and run experiments?
(12:10) AI as a no-code tool—can anyone build software now?
(16:45) The rise of AI-powered startups—why execution matters
(21:20) AI and the hiring shift—how companies are adapting
(26:50) Why SaaS is evolving—AI’s role in reshaping business models
(31:25) The challenges of selling AI-powered software
(35:40) Who will dominate AI—tech giants or startups?
This week, we explore how AI is revolutionizing research, empowering non-coders to build businesses, and disrupting traditional SaaS models.
Is AI making software a commodity, research faster, and hiring more selective? Let us know your thoughts in the comments.
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The PhD Funding Crisis & AI’s Role in Research(0:00) PhD programs are cutting funding and reducing student intake
(4:30) Universities like Cornell, UPenn, and Pitt scaling back PhD admissions
(9:10) Postdocs are disappearing as research budgets shrink
AI Upgrades & Industry Shifts(14:40) Sonnet 3.7 and GPT-4.5 release—what’s actually new?(
19:15) How AI model selection is changing user behavior
(23:50) AI replacing Google—how people are shifting their search habits
The Satoshi Nakamoto Conspiracy(28:20) The theory that Jack Dorsey is Satoshi Nakamoto
(33:45) Blockchain clues, hidden messages, and cryptographic connections
(38:10) Why the mystery of Bitcoin’s creator still matters
This week, we break down the crisis in academia, the latest AI model releases, and the mystery surrounding Bitcoin’s creator.
With universities cutting PhD funding, AI research tools evolving, and speculation around Satoshi Nakamoto, we explore the biggest disruptions happening now.
Are AI tools replacing human intelligence, or are they just another tool for productivity? Let us know your thoughts in the comments.
Follow the Founders:https://x.com/DamonBurrowhttps://x.com/Lakshya__Bakshihttps://x.com/reShashi
Follow the Pod on Socials:X: https://x.com/ScholarAIInstagram: https://instagram.com/scholarai_/TikTok: https://tiktok.com/@founders.podLinkedIn: https://linkedin.com/company/scholar-ai/Try our new app: https://notilo.ai
🚀 AI Disruption & Job Market(4:00) "Deep Research just changed the game—AI can now write full reports."(10:10) "These jobs are at risk first—analysts, paralegals, and data entry."(15:20) "Most people have no idea how powerful AI is right now."📉 The Market Shakeup(20:10) "AI models like this will replace jobs—it’s just a matter of when."(26:30) "Palantir’s stock is up 65%—but is it a smart bet?"(33:00) "Why companies are struggling to make money with AI despite the hype."🧠 AI Model Wars & Tech Upgrades(38:30) "Google’s Gemini Flash just made AI even more powerful."(44:20) "RAG models are becoming obsolete—what happens next?"(48:40) "AI-native companies will outcompete traditional businesses—here’s why."This week, we explore how AI tools are getting smarter—fast. But is the world ready for what’s coming?From OpenAI’s Deep Research generating full reports to Google’s Gemini Flash 2.0 making AI even more powerful, we break down the biggest shifts in AI right now.Are we entering an AI revolution, or is this another hype cycle? Let us know what you think in the comments.Watch the full episode now & subscribe for more AI and tech insights.Follow the Founders:https://x.com/DamonBurrowhttps://x.com/Lakshya__Bakshihttps://x.com/reShashiFollow the Pod on Socials:X: https://x.com/ScholarAIInstagram: https://instagram.com/scholarai_/TikTok: https://tiktok.com/@founders.podLinkedIn: https://linkedin.com/company/scholar-ai/Try our new app: https://notilo.ai
(0:00) The AI Model That’s Shifting Everything(4:20) Tesla’s FSD: Game-Changer or Overhyped?(10:30) The Cybertruck Debate: Too Much Attention?(16:40) A New AI Model Just Disrupted the Entire Industry(22:00) The Market Reaction: Billions Lost in One Day(27:30) Do We Still Need More GPUs, or Is AI Moving Beyond That?(32:00) The Future of AI Computing: Edge vs. Cloud(38:50) Will Open-Source AI Make Paid Models Obsolete?(45:10) A Major Tech Giant Just Tried to Buy This AI Model—Here’s What Happened(50:00) Are We in an AI Bubble, or Just Getting Started?(55:30) Final Thoughts & What’s Next in AIThis week, we dive into an AI breakthrough that’s changing everything overnight.A new AI model has emerged that is faster, cheaper, and just as powerful as the best models out there. Billions were wiped from the market as companies scrambled to react.Is open-source AI finally outpacing paid models? What does this mean for the future of AI computing—are we moving past GPUs?We also reveal how a major tech company secretly tried to buy this AI model—and why the deal didn’t happen.Is this the beginning of an AI revolution or just a market correction? Tune in now to find out.Follow the Founders:https://x.com/DamonBurrowhttps://x.com/Lakshya__Bakshihttps://x.com/reShashiFollow the Pod on Socials:X: https://x.com/ScholarAIInstagram: https://instagram.com/scholarai_/TikTok: https://tiktok.com/@founders.podLinkedIn: https://linkedin.com/company/scholar-ai/
(0:00) Intro – What is Project Stargate? (1:30) AI Compute Wars & Why OpenAI is Running Out of Resources (4:20) Microsoft, NVIDIA, and SoftBank’s Role in AI Infrastructure (10:00) Is OpenAI a Financial Bubble? (16:40) Who’s Actually Funding This $500B AI Project? (22:20) Do We Really Need More Data Centers? (25:30) Will AI Become a Monopoly or an Oligarchy? (30:30) Who Owns the Future of AI? (35:20) Google’s AI Advantage & Why YouTube Might Be the Key (39:40) OpenAI’s AGI Definition is Just About Profit (42:30) Project Stargate vs. The Manhattan Project—A False Comparison? This week, we break down Project Stargate, a massive new AI initiative with $500 billion in projected investment. With OpenAI, SoftBank, Oracle, and NVIDIA leading the charge, this project aims to secure AI infrastructure for the future—but is it a real innovation or just a financial bubble? We dive into the hidden bottlenecks of AI compute, Microsoft’s shifting role, and whether AI monopolies are inevitable. Is OpenAI on the verge of collapse, or is this its most strategic play yet? And who will dominate AI in the next decade—Google, OpenAI, or Elon Musk’s XAI? Join us for a deep dive into the biggest AI power struggle yet. Have a topic you’d like us to cover? Drop a comment or message us on socials! Follow the Founders: https://x.com/DamonBurrow https://x.com/Lakshya__Bakshi https://x.com/reShashi Follow the Pod on Socials: X: https://x.com/ScholarAI Instagram: https://instagram.com/scholarai_/ TikTok: https://tiktok.com/@founders.pod LinkedIn: https://linkedin.com/company/scholar-ai/
(0:00) NVIDIA at CES (2:20) NVIDIA and self-driving cars (14:37) Legacy car manufacturers: Can they keep up? (18:06) What is the dead internet? (21:50) Meta’s AI personas and their implications (29:30) The positives of the dead internet (31:27) Ethics of AI-generated content (38:39) Opportunities for solopreneurs Follow the Founders: https://x.com/DamonBurrow https://x.com/Lakshya__Bakshi https://x.com/reShashi Follow the Pod on Socials: X: https://x.com/ScholarAI Instagram: @scholarai_ TikTok: @founders.pod LinkedIn: Scholar AI This week, we dive into NVIDIA's latest innovations from CES and their impact on self-driving cars, sparking a broader discussion about legacy automakers like Toyota (14:39). We also tackle the fascinating and eerie concept of the “dead internet” (19:48), the rise of AI personas by Meta, and the ethics of AI-generated content, including its implications for influencers and brand trust (28:50). Finally, we end on an optimistic note with Shashi’s advice for solopreneurs navigating this rapidly evolving tech landscape (40:20). Have a topic you’d like us to cover? Let us know in the comments or message us on socials! Thanks for listening!
(4:45) Personal goals for 2025 (7:40) AI products in 2024 and 2025 (12:30) Wearables in 2024 and 2025 (18:30) Providers in 2025: Anthropic, NVIDIA (29:50) Apple Intelligence and On-Prem (35:30) Are agents going to work? (41:00) Blockchain in 2025 (45:38) What are we most excited about in tech/business in 2025?
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As we close out 2024, we take a moment to reflect on the year and share our personal goals for 2025. Dive into a dynamic discussion on the winners and losers of 2024—covering AI wearables, big tech moves, crypto’s ongoing rollercoaster, and the rise of providers like Anthropic and NVIDIA.
Looking ahead, we unpack predictions for 2025: Will AI agents finally live up to the hype? How will blockchain and hardware innovation shape the future? And, what’s next for Apple Intelligence? Join us as we share what excites us most about the upcoming year in tech and business.
Have any questions for us or topics you'd like us to cover? Drop them in the comments below or send us a message on socials.
Thanks for listening!
(0:00) intros (2:45) The drone debate (8:30) Tesla and Figure’s humanoid robots (15:10) The physics problem in robotics (22:20) Google’s AI strategy (28:45) Predictions for AI and robotics in 2025 Follow the Founders: https://x.com/DamonBurrow https://x.com/Lakshya__Bakshi https://x.com/reShashi Follow the Pod on Socials: - X (formerly Twitter): https://x.com/ScholarAI - Instagram: https://instagram.com/scholarai_ - TikTok: https://tiktok.com/@founders.pod - LinkedIn: https://linkedin.com/company/scholar-ai/ Referenced in the Episode: - Drone Regulation News: https://www.wsj.com/politics/national-security/drones-security-threat-regulations-048c2123?utm_source=chatgpt.com - Tesla Humanoid Robots: https://techcrunch.com/2024/07/23/elon-musk-sets-2026-optimus-sale-date-heres-where-other-humanoid-robots-stand/?utm_source=chatgpt.com - Google’s Gemini AI Release: https://blog.google/technology/google-deepmind/google-gemini-ai-update-december-2024/?utm_source=chatgpt.com - Robotics in 2025 Predictions: https://www.forbes.com/sites/robtoews/2024/12/22/10-ai-predictions-for-2025/?utm_source=chatgpt.com