Cybersecurity

Context, Compute, Capital, Culture: 13 Lectures From Stanford's CS153

Context, Compute, Capital, Culture: 13 Lectures From Stanford's CS153

Enrichment is the bottleneck to nuclear. Nuclear is the bottleneck to electricity. Electricity is the bottleneck to AI. That slide came from the 7th of 13 sessions in Stanford's CS153: Frontier Systems. A course about frontier AI spent its midpoint on uranium. I worked through all 13 in September 2026, from Anjney Midha's opening map of the stack to guests from ElevenLabs, NVIDIA, OpenAI and Microsoft. This recap walks the course in order and reads it through the four lenses Midha gave the class: context, compute, capital and culture. It ends on the number I'll carry forward: Google depreciates its compute hardware over six years, and NVIDIA ships a new architecture every year.

Datacast Episode 124: The Open-Source Cloud Playbook, The Modular Future of Data and AI Infrastructure, and Meta-Learning as a VC with Casber Wang

Datacast Episode 124: The Open-Source Cloud Playbook, The Modular Future of Data and AI Infrastructure, and Meta-Learning as a VC with Casber Wang

Casber Wang is Partner at Sapphire Ventures. He focuses primarily on security, enterprise infrastructure, and data analytics.

He is on the boards of Huntress, JumpCloud, StarTree, Tetrate, Upytcs, and Zesty. For his work, Insider listed Casber as an Enterprise VC Rising Star Investor and as an emerging investor charting the industry’s future on the 2022 EVC List.

Prior to Sapphire, he was part of the technology investment banking group at Bank of America Merrill Lynch, where he worked on a number of high-profile IPO and M&A transactions. He also spent time at Wish, a leading mobile commerce platform in North America and Europe.

Datacast Episode 102: Early-Stage Investing, Modern Venture Capital, and Trends in Enterprise Infrastructure with Astasia Myers

Datacast Episode 102: Early-Stage Investing, Modern Venture Capital, and Trends in Enterprise Infrastructure with Astasia Myers

Astasia Myers is a Partner on Quiet Capital's enterprise team leading investments in ML, data infrastructure, open-source, developer tools, and security. She focuses on pre-seed, seed, and Series A.

Prior to joining Quiet, Astasia was an investor in Redpoint's early-stage enterprise team, where she partnered with Dremio, LaunchDarkly, Solo.io, Preset, Hex, Cyral, among others. Before that, she worked at Cisco Investments, where she focused on cloud-infrastructure M&A and investments, including Cohesity, Datos IO, Elastifile, Guardicore, Springpath, and the funding of internal stealth projects.