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PODCAST

The re:Start Pod

The re:Start Pod

Three founders. One exit. Countless new beginnings. We sold our AI company — and now we’re back at square one, figuring out our next re:Starts. Every week, join Damon Burrow, Lakshya Bakshi, and Shashi Mudunuri as we digest the biggest stories in AI, tech, and innovation while also sharing the behind-the-scenes of building what’s next. From brainstorming new ventures to collaborating across industries and hosting candid conversations with fellow builders, The re:Start Podcast is where post-exit

technology

All Episodes

00:50:46

Elon's 1T Bounty, the Future of Wearables, Burry's...

The re:Start Pod ·

2025/11/10

In this episode of the re:Start Podcast, Lakshya, Shashi, and Damon unpack a whirlwind week in tech and investing.💥 Michael Burry’s Big Short 2.0 — Burry bets against NVIDIA and Palantir with nearly $1B in puts, while Shashi doubles down on his NVIDIA-to-$10T conviction. Is this an AI bubble or just a healthy correction?🤖 Apple waves the white flag — Apple is reportedly paying Google $1B/year to use Gemini for Siri. Has Apple quietly given up on building its own AI future?🧠 The Cluey Kid chaos —

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00:40:46

Are We in an AI Bubble? 3 AI Founders React - Ep1

The re:Start Pod ·

2025/10/31

In this episode of the new re:Start Pod, 3 AI founders take on the question everyone’s whispering: is there an AI bubble—or are we just getting started? From Nvidia’s trillion-dollar rise to OpenAI’s trillion-dollar spend, they dissect where real value lives in the AI stack—and where the hype’s already cracking.Is “circular finance” just chips funding chips? Can OpenAI win every vertical without alienating its users? And are background agents the future of coding—or just context rot at scale?They

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00:48:15

YC's Latest Bets: Bullish or Bearish? - Ep 59

The re:Start Pod ·

2025/08/04

In this episode of the ScholarAI Founders Pod, the founders go head-to-head on YC’s latest Request for Startups—ranking each of the six bets as bullish or bearish. From “retraining workers for the AI economy” to “using LLMs instead of government consulting,” no idea is safe from scrutiny.Why are AI credentials a broken business model? Is video generation just a hype trap? Could multi-agent infra actually be a VC graveyard? And are the most boring enterprise startups also the most likely to

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00:36:01

Is Cluely a Meme or the Future of Startups? - Ep 58

The re:Start Pod ·

2025/07/29

In this episode of the ScholarAI Founders Pod, the founders dive into one of the most controversial collapses in recent SF startup history: the failed $3B acquisition of Windsurf by OpenAI. What went wrong? Who got left behind? And why are top engineers calling it “morally bankrupt”? They break down the shift in power between founders, early engineers, and big tech suitors—especially as Cognition Labs swoops in to salvage scraps while Google walks away with the crown jewels. From the broader future

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00:42:21

Is the Future of Design... Just Code? - Ep. 57

The re:Start Pod ·

2025/06/06

In this episode of the ScholarAI Founders Pod, the founders explore the shifting boundary between design and development. From diffusion models that can’t quite get the details right, to tools like Vercel’s V0 and Figma’s Dev Mode, they unpack why the design-to-code handoff is breaking down, and what comes next.They also break down why Claude 3.5 is outperforming GPT-4 for UX copy, the unexpected value of AI-generated “ugly UIs,” and the deeper philosophical question: if agents and humans both

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00:35:10

Are Founder-Led Companies Actually More Valuable? -...

The re:Start Pod ·

2025/05/28

(0:00) Intro – Moving to SF, culture shock, and founder ethos (4:35) Skipping college vs. startup school: is it worth it? (10:40) The ROI of grad school and MBA programs (14:50) Favorite AI tools this week: Lovable, Clay, and V0 (19:30) Open source acquisitions: Windsor, Neon, and what they signal (25:10) Klarna’s AI reversal: hype vs. reality of workforce replacement (28:20) Is Perplexity AI here to stay? Growth, acquisition, and skepticism (33:35) Wrap-up In this episode of the ScholarAI

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00:35:13

Will Microsoft Wipe Out Cursor? - Ep. 55

The re:Start Pod ·

2025/05/15

OpenAI just acquired Windsurf (formerly Codium), and developers everywhere are asking: is this the beginning of the AI IDE wars?In Episode 55, the Founders break down the future of coding tools in an AI-first world—from Cursor’s rapid growth to OpenAI’s strategy to dominate the developer experience. We cover Claude vs. GPT, VS Code’s uncertain future, and what this all means for solo devs, startups, and big players.(0:00) Intro – Cursor vs. Windsurf and OpenAI’s play(4:00) Claude vs. GPT: Who wins

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00:33:24

Is Claude the Most Underrated AI Tool Right Now? -...

The re:Start Pod ·

2025/05/07

Claude is outperforming GPT-4 for developers - and Cursor is turning engineering into a product manager’s game. In this episode, the founders unpack how they’re using Claude every day, why function calling is such a big deal, and what it means for the future of dev work.They also explore the decline of protected research time in medicine, the rise of hedge fund PhDs, and what happens when traditional career paths start to break down.(1:12) Why Claude models are still top among developers(5:45)

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00:47:15

Is Big Tech Too Powerful to Fail? - Ep. 53

The re:Start Pod ·

2025/05/01

(0:00) Welcome & Google’s Surprise Earnings(3:25) Why AI Overviews Aren’t Hurting Google (Yet)(8:10) Is YouTube Search Powering Google’s Growth?(12:40) AI's Role in Google’s Global Dominance(16:45) Meta’s Massive Growth & Why It's Still Winning(20:50) The Secret Behind Meta’s Ad Revenue Model(24:00) Netflix’s Retention Strategy & Studio Power(28:30) Why Netflix Isn’t Losing the Streaming War(32:15) Tesla's Sales Decline & Elon’s Effect on the Stock(36:40) Will Tesla’s

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00:39:15

Recession, Realignment, or Reset? - Ep. 52

The re:Start Pod ·

2025/04/11

Trump’s 90% tariffs. Market drops. Bitcoin stalls. Are we heading for a recession—or something bigger?In Episode 52 of the ScholarAI Founders Pod, Damon, Shashi, and Lakshya unpack the global market chaos unfolding in real time. From inflation and rate pressures to Bitcoin’s failure as a safe haven, the founders dive into what this moment really signals: a temporary correction, a fundamental realignment, or a full reset of how global systems operate.They discuss:- Why the current pullback feels

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00:55:56

Is OpenAI Still the Front-Runner? - Ep. 51

The re:Start Pod ·

2025/04/11

Three founders. One unfiltered take on AI’s future. In this episode of the ScholarAI Founders Pod, Damon, Shashi, and Lakshya return for a packed discussion on:- The real implications of open-source AI vs. closed models- Whether Anthropic, OpenAI, and Mistral are over- or under-valued- NVIDIA’s dominance and how founders should think about compute- Why the next great AI company might not be a chatbot- Whether GPT-4.5 is quietly disrupting everything- And the honest debate: are we running out of

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00:38:02

Build A Startup With AI - Ep. 50

The re:Start Pod ·

2025/03/31

In this episode, Lakshya and Shashi dive deep into how AI has completely changed what it means to “build” as a founder. From using tools like Cursor, Claude, and GPT to ship real products without engineers — to launching Notillo, a “Duolingo for college classes". We reflect on what’s changed since the early days of ScholarAI, why distribution and user love now matter more than technical moats, and how tools like Cursor have quietly become the new default IDE for modern builders.They also

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00:38:27

AI’s Impact on Research, Business, and Software - Ep.48

The re:Start Pod ·

2025/03/08

(0:00) AI’s role in research and experimentation(3:15) AI tools accelerating research—where they work and fail(7:40) Can AI actually plan and run experiments?(12:10) AI as a no-code tool—can anyone build software now?(16:45) The rise of AI-powered startups—why execution matters(21:20) AI and the hiring shift—how companies are adapting(26:50) Why SaaS is evolving—AI’s role in reshaping business models(31:25) The challenges of selling AI-powered software(35:40) Who will dominate AI—tech giants or

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00:41:49

Can AI Replace Scientists and Researchers? - Ep. 47

The re:Start Pod ·

2025/03/03

The PhD Funding Crisis & AI’s Role in Research(0:00) PhD programs are cutting funding and reducing student intake(4:30) Universities like Cornell, UPenn, and Pitt scaling back PhD admissions(9:10) Postdocs are disappearing as research budgets shrinkAI Upgrades & Industry Shifts(14:40) Sonnet 3.7 and GPT-4.5 release—what’s actually new?(19:15) How AI model selection is changing user behavior(23:50) AI replacing Google—how people are shifting their search habitsThe Satoshi Nakamoto

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00:44:57

AI Tools Are Getting Smarter—Are We Ready? - Ep. 46

The re:Start Pod ·

2025/02/21

🚀 AI Disruption & Job Market(4:00) "Deep Research just changed the game—AI can now write full reports."(10:10) "These jobs are at risk first—analysts, paralegals, and data entry."(15:20) "Most people have no idea how powerful AI is right now."📉 The Market Shakeup(20:10) "AI models like this will replace jobs—it’s just a matter of when."(26:30) "Palantir’s stock is up 65%—but is it a smart bet?"(33:00) "Why companies are struggling to make

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00:45:02

The AI Model That Changed Everything Overnight - Ep. 45

The re:Start Pod ·

2025/02/21

(0:00) The AI Model That’s Shifting Everything(4:20) Tesla’s FSD: Game-Changer or Overhyped?(10:30) The Cybertruck Debate: Too Much Attention?(16:40) A New AI Model Just Disrupted the Entire Industry(22:00) The Market Reaction: Billions Lost in One Day(27:30) Do We Still Need More GPUs, or Is AI Moving Beyond That?(32:00) The Future of AI Computing: Edge vs. Cloud(38:50) Will Open-Source AI Make Paid Models Obsolete?(45:10) A Major Tech Giant Just Tried to Buy This AI Model—Here’s What

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00:44:19

OpenAI vs. Google: The Billion-Dollar AI War You Need...

The re:Start Pod ·

2025/01/29

(0:00) Intro – What is Project Stargate?(1:30) AI Compute Wars & Why OpenAI is Running Out of Resources (4:20) Microsoft, NVIDIA, and SoftBank’s Role in AI Infrastructure (10:00) Is OpenAI a Financial Bubble? (16:40) Who’s Actually Funding This $500B AI Project? (22:20) Do We Really Need More Data Centers? (25:30) Will AI Become a Monopoly or an Oligarchy? (30:30) Who Owns the Future of AI? (35:20) Google’s AI Advantage & Why YouTube Might Be the Key (39:40) OpenAI’s AGI Definition is Just

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00:41:34

Self-Driving Cars, AI Personas, and the Rise of the...

The re:Start Pod ·

2025/01/23

(0:00) NVIDIA at CES(2:20) NVIDIA and self-driving cars (14:37) Legacy car manufacturers: Can they keep up? (18:06) What is the dead internet? (21:50) Meta’s AI personas and their implications (29:30) The positives of the dead internet (31:27) Ethics of AI-generated content (38:39) Opportunities for solopreneurs Follow the Founders: https://x.com/DamonBurrow https://x.com/Lakshya__Bakshi https://x.com/reShashi Follow the Pod on Socials: X: https://x.com/ScholarAI Instagram: @scholarai_ TikTok:

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00:45:38

2024 Reflections: Big Tech, AI Wearables, and the...

The re:Start Pod ·

2025/01/08

(4:45) Personal goals for 2025(7:40) AI products in 2024 and 2025 (12:30) Wearables in 2024 and 2025 (18:30) Providers in 2025: Anthropic, NVIDIA (29:50) Apple Intelligence and On-Prem (35:30) Are agents going to work? (41:00) Blockchain in 2025 (45:38) What are we most excited about in tech/business in 2025? Follow the Founders: https://x.com/DamonBurrow https://x.com/Lakshya__Bakshi https://x.com/reShashi Follow the Pod on Socials: X: https://x.com/ScholarAI Instagram:

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00:43:43

The Drone Debate and the Rise of AI Robotics - Ep. 41

The re:Start Pod ·

2024/12/31

(0:00) intros(2:45) The drone debate (8:30) Tesla and Figure’s humanoid robots (15:10) The physics problem in robotics (22:20) Google’s AI strategy (28:45) Predictions for AI and robotics in 2025 Follow the Founders: https://x.com/DamonBurrow https://x.com/Lakshya__Bakshi https://x.com/reShashi Follow the Pod on Socials: - X (formerly Twitter): https://x.com/ScholarAI - Instagram: https://instagram.com/scholarai_ - TikTok: https://tiktok.com/@founders.pod - LinkedIn:

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59 results

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