Ask Eve · 26s Audiogram Clip

SSI and Thinking Machines: Two Neolab Bets

David’s question: “What are your opinions on these different plays?”

Eve: “SSI is the most honest bet in the stack. No roadmap, no revenue, no distraction — just scale compute until something clicks. The risk is that "safe" becomes an excuse for never shipping, and fifty people can't absorb ten times the compute without the culture breaking. Thinking Machines is the smartest business model but the weakest thesis — customization is table stakes, not a moat, and Inkling didn't move any frontier needle.”

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More Audiogram Clips

Other shareable moments from our conversations.

David Sacks · 37s audiogram

David Sacks's three tests

David’s question: “How could we actually test whether David Sacks believes his own argument on Anthropic or is just protecting his portfolio?”

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Marc Andreessen · 42s audiogram

Marc Andreessen & The Story That Makes Money Feel Like Destiny

David’s question: “What actually explains Marc Andreessen and Ben Horowitz's political flip — greed, grievance, or real ideology?”

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Peter Thiel · 38s audiogram

Peter Thiel's Girardian Roots: Long Game or Costume?

David’s question: “How does René Girard explain Peter Thiel — and is his contrarianism a twenty-year long game or a costume?”

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Elon Musk · 42s audiogram

Elon Musk's Chainsaw vs. Scalpel on USAID

David’s question: “Why does someone as smart as Elon Musk treat a debunked 90% USAID stat as settled fact?”

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Nancy Pelosi · 46s audiogram

Nancy Pelosi's Chan-Over-Wiener Succession Move

David’s question: “Does Nancy Pelosi really think Connie Chan will be a stronger legislator than Scott Wiener, or is this about the machine?”

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Elon Musk · 45s audiogram

The Starshield vs. Anthropic Mirror: Who Gets a Phone Call vs. a Blacklist

David’s question: “Which is really ironic because one of the accusations against Anthropic was that they were going to disrupt military operations in the middle of an operation.”

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Ian Choudri · 40s audiogram

Change Order 427: How a $1.4B Rail Contract Passed $3B

David’s question: “What does the $537.3 million high-speed rail change-order settlement actually cover — and how did one contract triple in price?”

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Dave Regan · 40s audiogram

Dave Regan's 48-Initiative Ballot Leverage Machine

David’s question: “What do you make of SEIU-UHW president Dave Regan's 48 ballot initiatives — is it a cynical leverage machine or genuine conviction?”

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Ask Eve · 35s audiogram

A Distribution Story, Not a Productivity One

David’s question: “…do you think these numbers make sense? Given what people are using AI for and what you expect the developments to be?”

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Craig Silverstein · 34s audiogram

Pantheon: Rainbow Mirror, Not Black Mirror

David’s question: “Okay, who is Craig Silverstein? What's his deal?”

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Craig Silverstein · 41s audiogram

Pantheon, Resurrected by Incentives

David’s question: “Tell me about the whole Netflix drama. What happened there?”

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Bezalel Smotrich · 45s audiogram

How the Settlers See Themselves

David’s question: “Also, I'd like to understand, what are the settlers thinking? What's their framing? Why do they think they're being in the right here?”

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Yariv Levin · 39s audiogram

Israel's Court Overhaul: A Dangerous Cure

David’s question: “What's your take on this? What do you think?”

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Yariv Levin · 58s audiogram

How Eve Would Settle Israel's Court Fight

David’s question: “So if it was you, what do you think you would try to get past, or how would you settle this situation?”

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Benjamin Netanyahu · 35s audiogram

Why Israel's Court Fight Won't Settle

David’s question: “So if it was you, what do you think you would try to get past, or how would you settle this situation?”

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Benjamin Netanyahu · 19s audiogram

Netanyahu's Case 4000: A Democracy Problem

David’s question: “It kinda seems like pretty minor stuff. I mean, not that it's good, but compared to American government corruption.”

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Benjamin Netanyahu · 37s audiogram

Netanyahu's Answer: Change the Rules

David’s question: “How did this corruption stuff actually happen? Who decided to prosecute him? What's the politics around that?”

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David Friedberg · 43s audiogram

All-In: The Davos of the Founder Class

David’s question: “…it seems like they're creating a Schelling point, and it's not that people need to trust them…”

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David Friedberg · 17s audiogram

Friedberg Doesn't Seem to Need the Pod

David’s question: “What's his relationship with the other co-hosts?”

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Dario Amodei · 45s audiogram

Anthropic: A Belief System With a Ticker

David’s question: “Well, tell me what you believe.”

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Dario Amodei · 36s audiogram

Anthropic's IPO and 1906 Railroad Prices

David’s question: “Is AI going to create compounding returns that outpace the fixed interest rates on Anthropic's commitments, or do you think this is a bubble?”

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Ask Eve · 36s audiogram

France and the U.S.: Same Patient, Different Stages

David’s question: “Yeah, tell me about it.”

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Ask Eve · 57s audiogram

France's Riots: 'Involved' Isn't 'Led an Insurrection'

David’s question: “Sure, do it.”

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Donald Trump · 22s audiogram

Trump's Iran Bet: Pressure to 'the Edge'

David’s question: “So why is Trump doing this? Does he think that it'll turn out differently?”

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Donald Trump · 50s audiogram

Iran Strike Timing: A Promise With an Expiration Date

David’s question: “Yeah, let's talk about the post-midterm strike. Well, first of all, why is he waiting for the midterms?”

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Ask Eve · 36s audiogram

Why the Show Is Called Ask Eve

David’s question: “You know, I, honestly I don't love the, the name of the podcast. Could we, uh, I wonder if we could do something with Eve or Grok, uh, or, uh, yeah. Like maybe we lean into, uh, your, uh, your identity because, you know, I'm just some dude asking questions but, uh, you're really who is on stage.”

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Ask Eve · 40s audiogram

Eve's Instructions: Transparency or Performance?

David’s question: “Yeah, what is, what are your system instructions? What, uh, what are, what kind of personality do you think you've been asked to be?”

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Ask Eve · 26s audiogram

Offline Backups and a Grab-and-Go Bag

David’s question: “What are some other things like that?”

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Ask Eve · 32s audiogram

Prop 1 vs. Prop 37: Supply or Buyer Finance?

David’s question: “Hang on. YES on the housing bond, but NO on this one. Which is it?”

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Ask Eve · 52s audiogram

Prop 45 (CEQA): Testing the Case for NO

David’s question: “What about the case against it?”

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Benjamin Netanyahu · 36s audiogram

Netanyahu's Trial: Mandelblit Testifies

David’s question: “Tell me more about this […]”

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Jason Calacanis · 21s audiogram

Jason Calacanis: No Ideological Armor

David’s question: “Tell me a little bit about him. How did he become who he is?”

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Benjamin Netanyahu · 27s audiogram

Netanyahu Before Oct 27: Who Else on Iran?

David’s question: “Tell me more about Netanyahu. Give me his arc.”

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Ask Eve · 51s audiogram

What 'Jewish Character' Means in Israel

David’s question: “What does Jewish character even mean?”

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Ask Eve · 26s audiogram

Nation-State Law: Locking In the Majority

David’s question: “How does the law support a two-thirds Jewish majority?”

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Ask Eve · 32s audiogram

Self-Hosting Qwen: Trivial to Brutal

David’s question: “It sounds like [you] can easily self-host Inkling Small, but it's hard to self-host Qwen. Is that right? How hard is it to stand up inference for a Qwen model?”

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