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 2300: Sandra Matz makes the Case for a Data-Driven Science of Predicting and Changing Human Behavior
Episode 2299: Jill Kastner explains why everything old is new again in international politics
Episode 2298: Adam Chandler on the fatal contradiction at the heart of American capitalism
Episode 2297: Louis Ferrante on why the Mafia Killed JFK
Episode 2296: Adi Jaffe on how to free yourself from addiction forever
Episode 2295: Paula Whyman on how to save the American environment - one wild mountaintop at a time
Episode 2294: Larry Downes' non-MAGA plan to shrink the Federal bureaucracy
Episode 2293: David Masciotra on why Kamala Harris should have gone on the Joe Rogan show
Episode 2292: Chris Schroeder on how America now swims in an ocean of black swans
Episode 2291: Michael Scott-Baumann on the hopelessness of the Palestinian situation
Episode 2290: Marshall Poe on why 2024 was a bad year for most podcasters
Episode 2289: Gary Marcus on how Artificial General Intelligence (AGI) is, in the long run, inevitable
Episode 2288: Simon Kuper on the chilling parallels between MAGA America and Apartheid South Africa