Two VCs, No Filter: The Naked Truth about Elon Musk and Sam Altman
They certainly are an odd couple. Silicon Valley veterans Dave McClure and Aman Verjee have been friends and business partners for 25 years — first at PayPal, then at 500 Startups, and now at Practical Venture Capital. Yet they have quite different styles, personalities and, above all, politics. What they share, however, is an unvarnished take on the world — especially on the much mythologized Silicon Valley. In this refreshingly unfiltered conversation, they assess tech’s two most dominant titans: Sam Altman and Elon Musk. McClure describes Altman as someone he’d never want to face across a poker table — “there’s probably three layers of chess going on in his head.” Verjee breaks down the competitive psychology driving Musk as OpenAI’s valuation leapfrogs SpaceX. Plus Verjee makes sense of Google’s Gemini challenge to ChatGPT domination and McClure leaves us with one of his trademark blunt takes on Trump’s crypto conflicts.
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe
Episode 2491: Richard Kreitner 0n 6 Jews, 7 Opinions and the American Civil War
Episode 2490: Stephen Witt explains the rise of NVIDIA and its relentless CEO Jensen Huang
Episode 2489: Gianna Toboni on whether Death Row Prisoners have the Right to Die With Dignity
Episode 2488: Diane Coyle on Measuring the Good Life
Episode 2487: Keach Hagey on Sam Altman's Superpower
Episode 2486: Bethanne Patrick on how our Facebook generation has gotten the Gatsby we deserve
Episode 2485: Paul Rice on why Tariffs are dumb
Episode 2484: David Masciotra on how every day has become April Fools Day in Trumpian America
Episode 2483: Peter Wehner on the ethical darkness that has fallen upon America
Episode 2482: Is AI really about to change the publishing industry?
Episode 2481: Jonathan Rauch on The Resistance to Trump 2.0
Episode 2480: Dr Andy Lazris on how Big Pharma controls the American healthcare system
Episode 2479: Brian Goldstone on the 4 million invisible homeless workers in America today