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