Kai Wu
8
MENTIONS
2
EPISODES
2
PODCASTS
Search complete. 8 mentions across 2 episodes found for "Kai Wu".
Sep 8, 2026
John BowmanHOST
So if there is still return on capital to be had, what layer on this tech stack is most attractive? Is it the infrastructure, the hyperscalers, the frontier models, the picks and shovels, the applications? Well, we had a motley crew of guests from all facets of the industry and AI investing to help us answer this question.
John BowmanHOST
David Haber of A16Z, Kai Wu of Sparkline Capital, and former VC and author Jerry Newman.
John BowmanHOST
So enjoy number two, The Prisoner's Dilemma.
John BowmanHOST
The Prisoner's Dilemma Welcome to Capital Decanted.
11 MINS LATER
John BowmanHOST
in these players and the associated governmental, physical, and energy constraints, which is perhaps very unique in this Cycle 2 AI.
John BowmanHOST
And throughout the story arc, as always, we'll be weaving in portions of our conversations with some brilliant guests that have informed and sharpened our thinking on the subject.
John BowmanHOST
And today, those guests are Kai Wu, founder and CIO of Sparkline Capital, Jerry Newman, who is a former venture capitalist and now writer on Substack and Colossus, And last but not least, David Haber, who is a general partner at A16Z on the AI and tech team.
John BowmanHOST
So we've got a great lineup of experts to kind of help us complement our story.
Ignacio RamirezHOST
Hello, everyone, and welcome to a new episode of The Blunt Dollar.
Ignacio RamirezHOST
Today's guest is Kai Wu, the founder of Sparkline Capital, an investment firm that sits right at the intersection of markets.
Ignacio RamirezHOST
Today, we're gonna be talking about Kai's SPAS, of course, what it really takes to build an investment process that uses AI without fooling yourself, and why he thinks these models are already useful-
Kai WuGUEST
Sit down, write down all the things you do on a day-to-day basis, and then say, "What could AI do better than me? Like, why am I even doing this?" At one point, we were all farmers, like subsistence farmers.
Ignacio RamirezHOST
And now, let's get started with the episode.
Ignacio RamirezHOST
Hello, everyone, and welcome to a new episode of The Blunt Dollar.
Ignacio RamirezHOST
Today's guest is Kai Wu, the founder of Sparkline Capital, an investment firm that sits right at the intersection of markets, quant investing, and the AI wave that everyone has an opinion on.
Ignacio RamirezHOST
Kai started out at GMO as a quant, then went through a hedge fund spinout, and eventually launched Sparkline in 2018.