Secondpod

SecondGroup podcast is  for informational purposes only and does not provide stock or securities recommendations. The co-hosts may own stocks or assets discussed on the show   In this episode, we explore various scenario analyses for the next 12 months of AI reasoning models and examine different asset classes, with a specific focus on the private market.   This episode was recorded in the Bay Area. We missed having Shirin with us, as she was traveling Ardalan Javadi Linkedin : https://www.linkedin.com/in/ardalanjam1369/ [https://www.linkedin.com/in/ardalanjam1369/] Farzam Hejazi Linkedin : https://www.linkedin.com/in/farzam-hejazi-5b608081/ [https://www.linkedin.com/in/farzam-hejazi-5b608081/] Shirin Mojarad Linkedin : https://www.linkedin.com/in/shirinmojarad/ [https://www.linkedin.com/in/shirinmojarad/] 0:00 Summary 1:44 Subjects   2:18 Ardalan’s experience at the Acquire Live event in San Francisco 3:35 Zuck's Personal Rebranding 5:44 Fed Policy  7:52 What's Ahead in the Market Over the Next 12 Months 10:11 What Can We Learn from Japan? 13:48 Potential Black Swan Events in the Next 12 Months 24:44 Ardalan's Outlook on the Market for the Next 12 Months 25:36 Pitchbook Report on the Performance of Various Funds in the Private Market 26:10 LBO 30:31 Hilton Hotels LBO 32:40 Elon Musk's Position in the AI Market 39:31 Strawberries 44:19 reasoning model References :  https://www.wsj.com/economy/central-banking/sorry-the-fed-cant-save-us-from-a-bear-market-fad99617?mod=economy_lead_story [https://www.wsj.com/economy/central-banking/sorry-the-fed-cant-save-us-from-a-bear-market-fad99617?mod=economy_lead_story] https://files.pitchbook.com/website/files/pdf/Q2_2024_Global_Private_Market_Fundraising_Report.pdf [https://files.pitchbook.com/website/files/pdf/Q2_2024_Global_Private_Market_Fundraising_Report.pdf] https://files.pitchbook.com/website/files/pdf/Q4_2023_Global_Fund_Performance_Report_with_preliminary_Q1_2024_data.pdf [https://files.pitchbook.com/website/files/pdf/Q4_2023_Global_Fund_Performance_Report_with_preliminary_Q1_2024_data.pdf] https://pitchbook.com/news/articles/openais-strawberry-opens-new-ai-battlefield [https://pitchbook.com/news/articles/openais-strawberry-opens-new-ai-battlefield] https://www.youtube.com/watch?v=vIXfYFB7aBI [https://www.youtube.com/watch?v=vIXfYFB7aBI] About Us :    Linkedin : https://www.linkedin.com/company/thes...  Twitter : / thesecondpod  Instagram : https://www.instagram.com/thesecondpo...  #Secondpod #Second_Pod #پادکست ـ دوم #secondpod #پادکست

In this special episode, we have a fascinating conversation with Narges Baniasadi, a prominent figure in the biotech ecosystem and founder of Bina Technologies, which was successfully acquired by Roche in a deal worth over $100 million. Narges holds a bachelor's degree in computer science from the University of Tehran and a PhD in electrical engineering from Stanford. Following the acquisition, she embarked on what she calls her "second journey"—a shift towards meaningful entrepreneurship, or what she refers to as "impact entrepreneurship." She also launched the Emergence program at Stanford. We dive deep into her philosophy on entrepreneurship and discuss her insights into the key characteristics of impactful entrepreneurship Narges Baniasadi Linkedin : https://www.linkedin.com/in/narges-baniasadi-1a45b94/ [https://www.linkedin.com/in/narges-baniasadi-1a45b94/] Stanford Emergence Program : https://emergence.stanford.edu/ [https://emergence.stanford.edu/] Watch Video on Youtube : https://youtu.be/50_DF8Aw7S0?si=pQpX5T28tZ_jj96a [https://youtu.be/50_DF8Aw7S0?si=pQpX5T28tZ_jj96a] About Us : Linkedin : https://www.linkedin.com/company/thes... [https://www.linkedin.com/company/thes...] Twitter : / thesecondpod Instagram : https://www.instagram.com/thesecondpo... [https://www.instagram.com/thesecondpo...] #Secondpod #Second_Pod #پادکست ـ دوم #secondpod #پادکست

In this episode, we dive deep into an inspiring conversation with Sam Kavusi, a leader in the field of hardware and imaging technology. Sam holds a bachelor's degree in electrical engineering from Sharif University and is currently the Head of Retina Imaging & Services at Verli, where he spearheads cutting-edge advancements in medical imaging solutions. With a background at Bosch and an education from Stanford, Sam has been at the forefront of impactful decision-making in the tech world. We explore his journey from hardware engineering to becoming an industry thought leader, his reflections on innovation, and his practical advice for entrepreneurs and startups navigating complex markets. Sam Kavusi Linkedin : https://www.linkedin.com/in/sam-kavusi/ [https://www.linkedin.com/in/sam-kavusi/]   Youtube: https://youtu.be/RQUhL6wDvtc?si=osDu60QDWge0yZ1T [https://youtu.be/RQUhL6wDvtc?si=osDu60QDWge0yZ1T]   About Us : Linkedin : https://www.linkedin.com/company/thes... [https://www.linkedin.com/company/thes...] Twitter : / thesecondpod Instagram : https://www.instagram.com/thesecondpo... [https://www.instagram.com/thesecondpo...] #Secondpod #Second_Pod #پادکست ـ دوم #secondpod #پادکست

In this mini-series, created in collaboration with the Pear Persian Founder Circle (PFC) from Pear VC, we engage with Persian entrepreneurs to gain insights into their domains and their experiences in Cohort 1 of the PFC. In Episode III, we had a conversation with Matineh Eybpoosh. Matineh completed her Ph.D. at Carnegie Mellon University and began her journey in the CleanTech/energy sector as the Director of Data Science at Kwantera in 2017. She co-founded her first startup, WattLearn, and later moved to the Bay Area. WattLearn was acquired in 2021. Matineeh is now the Co-Founder and CEO of Powerline, which provides AI solutions for battery management in the power market.We discussed her unique insights into the energy sector, particularly the growing demand for energy driven by increased computing needs, as well as her experiences as a founder working in both the Midwest and the Bay Area. Matineh Eybpoosh Linkedin : https://www.linkedin.com/in/matineheybpoosh/ Persian Founder Circle : https://pear.vc/communities/persian-founder-circles/

In this episode, we have an incredible conversation with Siamak Hodjat, a pioneer in the AI assistance ecosystem. Siamak graduated from Sharif University in computer science and earned a master’s from Amir Kabir University. He joined Dejima in 1999, co-founded by his brother Babak Hodjat, and was part of the team that created Siri with Adam Cheyer. Siri was later acquired by Apple during the Steve Jobs era. Siamak also contributed to Viv Labs, the AI assistant for Samsung, and co-founded Game Planner, which was acquired by Airbnb.  Now, he is the Director of AI Experience at Airbnb. We discuss his insights into AI and his experiences with these major acquisitions. Siamak Hodjat Linkedin : https://www.linkedin.com/in/siamak-hodjat-98669/ [https://www.linkedin.com/in/siamak-hodjat-98669/] Watch Video here : https://www.youtube.com/watch?v=ByUQJq-5pNc [https://www.youtube.com/watch?v=ByUQJq-5pNc] Second newsletter : https://open.substack.com/pub/secondnewsletter/p/the-sir-alex-ferguson-playbook-for?r=2v0lej&utm_campaign=post&utm_medium=web [https://open.substack.com/pub/secondnewsletter/p/the-sir-alex-ferguson-playbook-for?r=2v0lej&utm_campaign=post&utm_medium=web]   About US: Linkedin : https://www.linkedin.com/company/thes... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbHRkajBhaW84MXBZdXJROXcxWjBGZ282c3FLZ3xBQ3Jtc0trazRrMmRpbzE0eU53TWYzTGRvaTR6WU44cU5QbnpuQXJMc2lmNkFIcVlXNzAtNFlPd1VGSWpqX1FXS3hOU3JDSVg0SWhYSktxVnh2b2J0RzNwLUlLTjd1UFR4eVphQ0JFWU5CN1p6MVA1VXlLUWJKUQ&q=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fthesecondpod%2F%3FviewAsMember%3Dtrue&v=ByUQJq-5pNc] Twitter :   / thesecondpod   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazI4OHdUUm40cWVhNlMtZ19hMlNBNXd3akh5QXxBQ3Jtc0ttNVZ6TTU3SG1IcFF3QjJzaWlHVXR1SzU0QUIxQVlNYzlacXJadG1RM1puSXBmb1dHVm9TaG5aNEFsajM2NFJVQ0JCRzVRdllPcU00N3lRcTVqNTZORFI2dVExYWdwZUZvMjlLbXVPUm1mZjEwNmg4cw&q=https%3A%2F%2Ftwitter.com%2Fthesecondpod&v=ByUQJq-5pNc] Instagram :   / thesecondpod   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVNkUWpmQ09DMmhfYXVPSDZrTS13NjdWTkt2UXxBQ3Jtc0trT19fbDVES0hiZUE1V2huMjhmRnpWOXFYTUYzQ2RoeGY4dWdfWHpEOVR6TFptTkk0U2xULXZXMUIxMzk1NUNLQ1JodkVwdHJ1cW0xSzZLZkRKbEV0S2tLQktMb2wwS1FrNTd0ZUY4c1hkRktVUnJkVQ&q=https%3A%2F%2Fwww.instagram.com%2Fthesecondpod%2F&v=ByUQJq-5pNc].