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 2087: Alex Dang and Ilya Strebulaev on How to Think Like a Venture Capitalist
Episode 2086: Keith Teare on Silicon Valley's Trump-Biden dilemma
Episode 2085: KEEN ON America featuring Nick Bryant
Episode 2084: Terry H. Anderson on why the 1990's still matter so much
Episode 2083: Andrew Lipstein on the $15 Trillion 401(k) Doomsday that might trigger a global economic catastrophe
Episode 2082: James Kirchick explains why a chill has fallen over Jews in the American publishing industry
Episode 2081: Robert Wolcott on how just-In-time technology is about to radical transform business, society and daily life
Episode 2080: Keith Teare's defense of technological utopianism
Episode 2079: Jeremy S. Adams on Lessons in Liberty from ten extraordinary Americans
Episode 2078: Spencer Kornhaber on our carnally confused age in which sex is always in our heads but not in our beds
Episode 2077: Kathleen DuVal on a Thousand Year History of Native Nations in North America
Episode 2076: Sir Tim Lankester on the promise, failure and legacy of Margaret Thatcher's monetarist revolution
Episode 2075: Bethanne Patrick's six must-read new books for May