Cheeky Pint
Stripe
6 episodes
The company building America’s uranium supply from scratch
- General Matter aims to produce HALEU before 2030 and just filed its NRC license application.
- Only Russia sells HALEU commercially, and Congress's Russian uranium import ban starts Jan. 1, 2028, making General Matter's Paducah plant strategic.
3 Nov · 59 min
Why Sam Altman is against a single superintelligence
- Sam Altman expects AI models to uncover many more serious software vulnerabilities than people anticipated, now that they are scanning the vast amount of code online.
- Altman bets the industry will build systems and networks in a completely new way, assuming models keep getting smarter.
29 Oct · 53 min
The airline CEO putting Starlink on every plane
- United CEO Scott Kirby says Starlink is a short-term edge that will not last, since everyone will eventually get fast low-Earth-orbit internet.
- Kirby argues that United's COVID-era order for about 200 wide-body jets was a bet that consensus forecasts of a permanent 50% travel drop were wrong.
27 Oct · 1 h 20 min
How Toto Wolff built the most valuable team in F1
- Toto Wolff says the cost cap, about $200m a year, forced Mercedes to count every engineering resource and limited long-term lab work.
- Wolff says Mercedes' DAS steering wheel system was banned by the FIA after about a year, after a month-long rules dispute with rivals.
20 Oct · 1 h 11 min
The company building underwater drones for $50,000
- Ulysses sells its base underwater vehicle to navies for as little as $50,000, against about $5m for the common US Navy vehicle.
- Will O'Brien says robots will do a growing share of the world's work, so Ulysses started with seagrass restoration because seagrass holds 20% of ocean carbon while covering 2% of the seafloor.
15 Oct · 50 min
The world of voice AI, with Mati Staniszewski of ElevenLabs
- ElevenLabs CEO Mati Staniszewski says voice AI is technically ready in many cases, and the bottleneck is deployment by automotive firms and big enterprises.
- ElevenLabs reports $350m in ARR at the end of 2025 and added $100m of net new ARR in a single quarter, with over half its enterprise business now sales-led.
14 Apr · 1 h 0 min