Dave Blundin
Founder and GP of Link Ventures
“inference time, power efficiency determines the winner of the entire thing”
“you've got 100 kilometers of space where you can get a good two year, three year orbit”
“all the money in the world wants to flow into this and it's the best investment in the history of humankind.”
“You can burn tokens to get more intelligence. And the Chinese have figured out how to do it.”
“This level of performance in an open weight model is absolutely shocking”
“the demand for AI way outstrips the underlying chip supply... Sonnet 5 is a kind of mediocre capability at a high price point, but people will still need to buy it”
“the humanoid robot does not need to literally create with a file and a piece of metal. The automation's already there. It just needs to do the part that the human is doing today, which is moving the part from machine to machine and doing the final assembly”
“Every single Magnum obstacle company is designing its own chips except for Anthropic. And so Nvidia's stranglehold on 80% gross margin is not forever.”
“If Nvidia can create an open source model and it gets distributed through Palantir and a few other people, that puts competitive pressure back on Anthropic because the way things are trending right now, every dollar in AI is flowing through Anthropic at massively increasing margins.”
“Opus 4.8 was over that line and people in China could use Opus 4.8 to create Kimik 3. And so that recursive self improvement line was actually crossed earlier than Fable 5.”
“there is a 1% cost version of creating effectively the same thing. Nobody knew until Kimike 3 whether that was going to work or not. Now it's really clear that it does work.”
“all businesses, all stocks other than the foundation AI labs are huge beneficiaries of this... silicon is going to be more in demand than ever before and completely sold out”
“he controls a massive amount of compute and he's making money on the compute, renting it to the other guys while he waits for this to catch up... whoever has the most compute, has the most intelligence.”
“the models are so insanely capable that they have to be controlled. Cybersecurity is just the first excuse, but all the other evil use cases are right behind that. This is the new normal.”
“China is nowhere near caught up to the us. They, they do an incredibly good job of distilling, copying and taking intellectual property. But in terms of pushing the frontier, there's, there's very little chance that China is going to threaten the market caps of these US companies anytime soon.”
“you can already take 5.5 or Opus 4.8 and put enough of a brilliant harness around it to make it better than Mythos or better than 5.6 GPT. 5.6. Therefore, you can take what's already out and turbocharge it above the level of what the government tried to stop this week. That means the cat's out of the bag.”
Dave Blundin
One-line summary: Founder/GP of Link Ventures; Moonshots co-host. AI-infrastructure investor; argues inference-time power efficiency decides orbital compute.
What they're known for
Brief factual context — fill in.
Why they matter to stock-market
Why this person's claims are tracked here — fill in.
Said
Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On orbital-inference-efficiency-to-tpu-advantage:
"inference time, power efficiency determines the winner of the entire thing" — 2026-06-26-podcast-moonshots-the-10b-satellite-empire-putting-ai-in-orbit-why (2026-06-26)
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On low-orbit-self-cleaning-and-gpu-depreciation:
"you've got 100 kilometers of space where you can get a good two year, three year orbit" — 2026-06-26-podcast-moonshots-the-10b-satellite-empire-putting-ai-in-orbit-why (2026-06-26)
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On token-price-inflation-favors-asset-heavy-compute:
"all the money in the world wants to flow into this and it's the best investment in the history of humankind." — 2026-06-26-podcast-moonshots-the-10b-satellite-empire-putting-ai-in-orbit-why (2026-06-26)
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On chinese-open-weight-frontier-parity:
"You can burn tokens to get more intelligence. And the Chinese have figured out how to do it." — 2026-06-26-podcast-moonshots-the-10b-satellite-empire-putting-ai-in-orbit-why (2026-06-26)
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On chinese-open-weight-frontier-parity:
"This level of performance in an open weight model is absolutely shocking" — 2026-06-26-podcast-moonshots-the-10b-satellite-empire-putting-ai-in-orbit-why (2026-06-26)
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On token-price-inflation-favors-asset-heavy-compute:
"the demand for AI way outstrips the underlying chip supply... Sonnet 5 is a kind of mediocre capability at a high price point, but people will still need to buy it" — 2026-07-01-podcast-moonshots-sonnet-5-drops-fable-5-will-return-fusion-s-first (2026-07-01)
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On unitree:
"the humanoid robot does not need to literally create with a file and a piece of metal. The automation's already there. It just needs to do the part that the human is doing today, which is moving the part from machine to machine and doing the final assembly" — 2026-07-01-podcast-moonshots-sonnet-5-drops-fable-5-will-return-fusion-s-first (2026-07-01)
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On cuda-moat-erosion-at-inference, frontier-lab-vertical-integration-to-sovereign-ai-stack:
"Every single Magnum obstacle company is designing its own chips except for Anthropic. And so Nvidia's stranglehold on 80% gross margin is not forever." — 2026-07-08-podcast-moonshots-fable-5-is-back-govt-leashed-altman-offers-5-of (2026-07-08)
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On frontier-lab-vertical-integration-to-sovereign-ai-stack, open-source-share-shift-bullish-for-compute:
"If Nvidia can create an open source model and it gets distributed through Palantir and a few other people, that puts competitive pressure back on Anthropic because the way things are trending right now, every dollar in AI is flowing through Anthropic at massively increasing margins." — 2026-07-08-podcast-moonshots-fable-5-is-back-govt-leashed-altman-offers-5-of (2026-07-08)
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On autoresearch-recursive-self-improvement:
"Opus 4.8 was over that line and people in China could use Opus 4.8 to create Kimik 3. And so that recursive self improvement line was actually crossed earlier than Fable 5." — 2026-07-19-podcast-moonshots-urgent-update-ai-sputnik-moment-kimi-k3-released (2026-07-19)
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On chinese-open-weight-frontier-parity:
"there is a 1% cost version of creating effectively the same thing. Nobody knew until Kimike 3 whether that was going to work or not. Now it's really clear that it does work." — 2026-07-19-podcast-moonshots-urgent-update-ai-sputnik-moment-kimi-k3-released (2026-07-19)
-
On open-source-share-shift-bullish-for-compute:
"all businesses, all stocks other than the foundation AI labs are huge beneficiaries of this... silicon is going to be more in demand than ever before and completely sold out" — 2026-07-19-podcast-moonshots-urgent-update-ai-sputnik-moment-kimi-k3-released (2026-07-19)
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On compute-as-financialized-commodity, open-weight-sputnik-to-frontier-lab-derate:
"he controls a massive amount of compute and he's making money on the compute, renting it to the other guys while he waits for this to catch up... whoever has the most compute, has the most intelligence." — 2026-07-24-podcast-moonshots-the-hugging-face-breach-moonshot-ai-valued-at-20b (2026-07-24)
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On government-gated-frontier-releases:
"the models are so insanely capable that they have to be controlled. Cybersecurity is just the first excuse, but all the other evil use cases are right behind that. This is the new normal." — 2026-06-29-podcast-moonshots-why-the-us-government-is-blocking-model-releases (2026-06-29)
-
On chinese-open-weight-frontier-parity:
"China is nowhere near caught up to the us. They, they do an incredibly good job of distilling, copying and taking intellectual property. But in terms of pushing the frontier, there's, there's very little chance that China is going to threaten the market caps of these US companies anytime soon." — 2026-06-29-podcast-moonshots-why-the-us-government-is-blocking-model-releases (2026-06-29)
-
On frontier-intelligence-perishable, government-gated-frontier-releases:
"you can already take 5.5 or Opus 4.8 and put enough of a brilliant harness around it to make it better than Mythos or better than 5.6 GPT. 5.6. Therefore, you can take what's already out and turbocharge it above the level of what the government tried to stop this week. That means the cat's out of the bag." — 2026-06-29-podcast-moonshots-why-the-us-government-is-blocking-model-releases (2026-06-29)
Sources
- 2026-06-26-podcast-moonshots-the-10b-satellite-empire-putting-ai-in-orbit-why
- 2026-07-01-podcast-moonshots-sonnet-5-drops-fable-5-will-return-fusion-s-first
- 2026-07-08-podcast-moonshots-fable-5-is-back-govt-leashed-altman-offers-5-of
- 2026-07-19-podcast-moonshots-urgent-update-ai-sputnik-moment-kimi-k3-released
- 2026-07-24-podcast-moonshots-the-hugging-face-breach-moonshot-ai-valued-at-20b
- 2026-06-29-podcast-moonshots-why-the-us-government-is-blocking-model-releases
Related
Cross-links — fill in.