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Sarah Wang
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APPEARANCES
5
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OCT 5
Sep 30, 2026
The $1 Trillion AI Buildout | State of Markets
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29:15Sarah WangGUEST
We, we've been talking mostly about usage inside of the enterprise, but important to talk about consumer, given obviously that's the place where we've had some of the largest outcomes and where we spend a lot of our times.
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29:26Sarah WangGUEST
There was a recent survey that showed that only just over two percent of US households actually have a paying subscription for AI.
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29:34Sarah WangGUEST
You know, maybe subscription is not gonna be the best place to monetize the majority of households, but it, it has been so far.
14 MINS LATER
Books That Matter: Sarah Wang on THE TOPEKA SCHOOL by Ben Lerner
16:45

Sara HildrethHOST
trying to say with that or what you get from that little detail? Because it comes back so
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16:52Sarah WangGUEST
And I feel like this is also one of the scenes and moments things I wanted to bring up in the novel.
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17:00Sarah WangGUEST
Because I think this is so much about like all the different things that language can do.
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17:04Sarah WangGUEST
And this is one of them, which is when language is used as a weapon against you, you know, calling her house on a landline, because this was you know, back when people had landlines and you would have to answer.
7 MINS LATER
Nose Jobs and Reality TV
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25:25Sarah WangGUEST
Well, to answer your first question about Fanny's face, I, of course, there was one early bit of research that I encountered.
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25:39Sarah WangGUEST
Um, it was maybe the first instance of a woman who had been disfigured because she had not only been botched but botched herself.
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25:56Sarah WangGUEST
Her early pictures of modeling really looked like late '80s or something like that, but I, I can't really exactly pinpoint an era.
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26:03Sarah WangGUEST
However, um, she was beautiful, and she started getting cosmetic procedures, and this is at a time when it's not ubiquitous like it is today.
5 MINS LATER
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31:36Medaya OcherHOST
And that's, that's part of why Fanny's, you know, she says some- I think at like a certain point like, "Well, if I was going to Beverly Hills, I wouldn't look like this." And I was thinking, I was curious about what you or how you think about like the intersection of economics and aesthetics.
'New Skin' and the botched quest for beauty
15:56
17:29

Brittany LuseHOST
What did you want your readers to consider when reading about these women taking these great risks to pursue a certain aesthetic?
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16:05Sarah WangGUEST
At the heart of this novel, it's always about the immigrant story and all the concerns of meritocracy, of reinvention in America so that you can prosper, so that you can have a new and better life.
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16:27Sarah WangGUEST
All of those kind of immigrant concerns are embedded within the plastic surgery and reality TV plots.
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16:48Sarah WangGUEST
And then for a character like Ami, who is a young undocumented immigrant who works at an illicit med spa in the book, I think she says something like, she wanted a high-class nose so that she could marry a high-class husband.

Brittany LuseHOST
It's like you put all this labor into your face, and then the face will unlock all of the doors for you.
Inside AI’s $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z
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12:33AlessioHOST
Yeah.
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12:33Sarah WangGUEST
Um, Anthropic, if they haven't started, you know, felt it, certainly given the success of their products, they may start to feel that soon.
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12:39Sarah WangGUEST
And they're real- I think there's real trade-offs, right? It's like how many...
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12:45Sarah WangGUEST
Where do you allocate the GPUs? Is it towards the product? Is it toward new re- research, right? Is it to- or long-term research? Is it toward, um, you know, near to mid-term research? And so, um, in a case where you're resource-constrained, um, of course, there's this fundraising game you can play, right? But the fun- the market was very different back in 2023, too.
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13:05Sarah WangGUEST
Um, I think the best researchers in the world have this dilemma of, "Okay, I want to go all in on AGI," but it's the product usage revenue flywheel that keeps the revenue in the house to power all the GPUs to get to AGI.
33 MINS LATER
Capital, Compute, and the Fight for AI Dominance
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14:01Sarah WangGUEST
Um, Anthropic, if they haven't start, you know, felt it, certainly given the success of their products, they may start to feel that soon.
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14:07Sarah WangGUEST
And they're real-- I think there's real trade-offs, right? It's like how many...
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14:13Sarah WangGUEST
Where do you allocate the GPUs? Is it toward the product? Is it toward new re-research, right? Is it to- or long-term research? Is it toward, um, n- you know, near to mid-term research? And so, um, in a case where you're resource constrained, um, of course, there's this fundraising game you can play, right? But the fun- the market was very different back in 2023 too.
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14:33Sarah WangGUEST
Um, I think the best researchers in the world have this dilemma of, "Okay, I wanna go all in on AGI," but it's the product usage revenue flywheel that keeps the revenue in the house to power all the GPUs to get to AGI.
33 MINS LATER
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47:42SwyxHOST
Yeah, yeah.

