EPISODE · Aug 18, 2026 · 31 MIN
Gradient Ventures Darian Shirazi on AI, Moats and China
from Sand Hill Road · host Scott McGrew, Darian Shirazi
Gradient Ventures' Darian Shirazi says the real winners of the AI era won't be the companies with the best models - it'll be whoever owns the data centers, the chips, and the compute underneath them. Fresh off spinning out of Google, Shirazi explains why Gradient has steered away from funding foundation models, and why China's lead in open source could reshape the whole s Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Gradient Ventures Darian Shirazi on AI, Moats and China
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