Keep pulling the thread on Philip.
The United States' share of global semiconductor manufacturing has decreased from approximately 40% in the 1990s to about 10% today.
Neuralink's future roadmap includes Blindsight, a project aimed at restoring sight to the blind.
Within 18 months, AI coding assistant Cursor grew from tens of thousands of users and low single-digit million ARR to many millions of users and a run rate revenue in the hundreds of millions of dollars.
Wiz was able to close six-figure deals in a matter of weeks or months, an unprecedentedly fast sales cycle for that deal size.
Anduril, SpaceX, and Tesla are among the only companies that have accelerated their revenue growth rate at a multi-billion dollar scale.
Anduril secured a program of record contract within two years of its founding, the fastest timeline for such a defense contract since the Korean War.
SpaceX's Starlink business now drives the vast majority of the company's overall free cash flow and revenue.
Nudge is developing a non-invasive ultrasound technology to stimulate brain activity to treat neurological illnesses like depression, pain, and addiction.
Thrive Capital reportedly led funding rounds for OpenAI that valued the company at $29 billion in January 2023, $86 billion in February 2024, $157 billion in October 2024, and $500 billion in October 2025.
When Thrive Capital invested in OpenAI at a ~$29 billion valuation, only one other firm provided a term sheet, making it a conviction-based rather than a competitive investment.
ChatGPT has acquired more than one billion users.
Philip asserts that every major successful paradigm in large language models, at a macro level, has been originated at OpenAI.