Shaun Maguire

Plus, SpaceX under some pressure this morning following a recent rally there after a report said the company was looking to raise tens of billions of dollars in debt to buy NVIDIA chips.

We'll talk about that and much more with Sequoia partner and SpaceX investor, Sean Maguire.

And we'll discuss a new report from McKinsey on AI's impact on the job market, which says millions of workers could be forced to look for new jobs in the coming decade.

We're gonna get into some specifics with him there.

Rebecca Patterson.

All right, here's our roadmap for the rest of the hour.

Still ahead, Sequoia partner, Shaun Maguire, with us to discuss new reports about this major debt raise from SpaceX, plus of course his firm's big bet on Israeli tech on this third anniversary of October 7th.

Also ahead, what Marvell's CEO just told us about his outlook for chip demand as the AI winner, at least one of those stocks that's certainly been winning.

So now some VCs are calling Factory the next Anthropic.

Sequoia's Shaun Maguire, also a Factory backer who came out on X in support of Grinberg last week, appears thrilled with Menlo's endorsement, saying the firm is on a tear.

Notably, Menlo is not an investor in competitor Cognition.

[tech music] That's all for now.

He wrote on X that simply interviewing with a rival while still sitting in on a company's board meetings is unethical in itself.

Shaun Maguire, a Sequoia partner who invests in Factory, called Cognition Infosys masquerading as Anthropic.

Degnan and Cognition tell a different story.

He says he was never fired.