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Podcast Episode

This AI startup raised $350M. Tony rebuilt it in one day

NGMI··10 September 2026·1h 9m

About this episode

Hosts:https://x.com/itstonyyuhttps://x.com/indexsyhttps://x.com/tomwang24 Spotify:https://open.spotify.com/show/1zRrEVA7zeP0CPQjMcWMq6Apple Podcast:https://podcasts.apple.com/us/podcast/ngmi/id1895066904 📚 Chapters0:00 - Instinct: The Free AI Assistant Running Tom's Life9:56 - Tony Distilled Its Source Code and Rebuilt It in a Day19:30 - Grokbot, 30 Parallel Agents and the Clicks-to-Value Rule27:56 - Turning Vessi Into an AI Company (The Tesla Model)43:56 - Nvidia's $3B/Day, Negative Token Prices and Bullish on China