最新：Travis Kalanick 教给 Bradley Tusk 的事，以及他为何关闭自己的 VC 基金 Uber 的首位监管顾问 Bradley Tusk 做客《Sourcery》节目，分享他在 Uber 早期监管战役及高速扩张过程中，与 Travis Kalanick 密切合作所获得的经验与洞察。 节目也深入讨论了运营一家风险投资基金的真实经济结构……以及 Bradley 最终为何选择关闭自己的基金，回归以“服务换股权”的商业模式。 这是一场非常有趣的对话——带点哲学意味、非常坦诚，我们本可以继续聊上好几个小时。 亮点摘要： (00:00) Bradley Tusk (01:25) AI 基础设施支出如何被市场叙事推动 (03:10) DeepSeek、推理模型与算力效率 (03:55) 2 万亿美元的 AI 数据中心与能源资本正在流向何处 (07:10) 核能与 AI 用电需求的更广泛影响 (16:30) 科技与政治中的零和思维 vs 丰盈思维 (17:35) 人们如何在高压工作中寻找意义、使命与平衡 (27:00) Bradley 为何重金投资团队并移除非关键任务 (32:00) 与 Travis Kalanick 共事如何塑造他对创业者的看法 (32:35) “Travis 法则”与将用户转化为政治支持者 (37:05) Bradley 为何决定停止募资传统 VC 基金 (44:30) 中型基金的经济模型及其为何难以运营 (49:20) AI 估值与非 AI 估值的差异 (54:40) 外界对硅谷与华盛顿 DC 的普遍误解 (59:40) AI、失业风险与 Bradley 认为 UBI（基本收入）势在必行的原因 (01:05:50) Bradley 从 Travis Kalanick 那里学到的最大教训 NEW: What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund Bradley Tusk, Uber's first regulatory advisor, joins Sourcery to discuss what he learned working closely w/ Travis Kalanick, from Uber’s early regulatory battles throughout their massive scaling. We also cover the real economics of running a VC fund.. and Bradley's decision to ultimately shut down his fund & return to an equity-for-services model. This was a really fun conversation, a bit philosophical, very candid, & I'm sure we could've kept talking for hours. Highlights: (00:00) Bradley Tusk (01:25) How AI infrastructure spending is being driven by market narratives (03:10) DeepSeek, inference models, & compute efficiency (03:55) Where the $2T in AI data-center & energy capital is flowing (07:10) Nuclear energy & the broader implications of AI’s power demand (16:30) Zero-sum vs abundance thinking in tech & politics (17:35) How people find meaning, purpose, & balance in high-pressure work (27:00) Why Bradley invests heavily in his team & removes non-essential tasks (32:00) How Bradley’s experience with Travis Kalanick shaped his view of founders (32:35) “Travis’s Law” & turning users into political advocates (37:05) Why Bradley decided to stop raising traditional VC funds (44:30) The economics of mid-sized funds & why they’re so difficult to run (49:20) How AI valuations differ from non-AI valuations (54:40) What people misunderstand about Silicon Valley & DC (59:40) AI, unemployment risk, & why Bradley believes UBI will be necessary (01:05:50) The biggest lessons Bradley learned from Travis Kalanick