PERSON DIRECTORY
Dave Blundin
Dave Blundin appears in 113 indexed conversations across Moonshots. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Chamath: Bitcoin Goes to Zero, Robots vs. $40T Debt, Elon’s SpaceX Shares for 72M Kids | EP #304
Peter DiamandisSalim IsmailDave BlundinAlexander Wissner-GrossChamath Palihapitiya
Chamath says AGI has arrived, but power, permitting, cooling and skilled labor could constrain deployment and create a massive compute shortage over the next three or four years.His nearly 6 GW power position reflects the thesis, while Alexander Wissner-Gross flags distillation and weak willingness to pay as counterweights.
Elon's $60B Cursor Bet, Claude kills SaaS, and OpenAI's Mass Departures | EP #249
Peter DiamandisSalim IsmailDave BlundinDr. Alexander Wissner-Gross
Claude Design’s launch pushed Figma down 10% and Adobe about 2%, signaling that frontier labs can reprice SaaS by unhobbling capabilities already latent in base models.Defensibility is shifting toward proprietary data, customer ownership, regulation, physical-world integration, and distribution as code generation, private compute, and Hormuz-linked supply shocks reshape competitive advantage and capital allocation.