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Schmidt Out of Luck — EP 73 Ashlee Vance And Kylie Robison

We are back with another episode of Ashlee and Kylie gossiping about the latest in Silicon Valley.

First, a re-cap of our Alexandr Wang interview — his first real sit-down in eleven months — and what it actually revealed about Meta’s AI play. Wang seemed nervous hashing out the strategy in the studio, and we both keep circling the same puzzle: Meta has endless compute and top talent in Nat Friedman and Daniel Gross, so why does the model still feel underwhelming?

We get into Eric Schmidt getting booed off a commencement stage at the University of Arizona, which becomes a longer conversation…

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