# Stripe x PayPal, Codex Micro, Saagar Enjeti Joins | George Kailas, Mukund Jha, Russ Tedrake, Glenn Youngkin

Page: https://stenobird.com/podcast/tbpn-7037852/stripe-x-paypal-codex-micro-saagar-enjeti-joins-george-kailas-mukund-jha-russ-tedrake-glenn-youngkin
Text version: https://stenobird.com/podcast/tbpn-7037852/stripe-x-paypal-codex-micro-saagar-enjeti-joins-george-kailas-mukund-jha-russ-tedrake-glenn-youngkin.md
Podcast: [TBPN](https://stenobird.com/podcast/tbpn-7037852)
Published: 2026-07-15T20:22:45+00:00
Episode link: https://share.transistor.fm/s/b2f8d76d
Audio file: https://media.transistor.fm/b2f8d76d/fc0821ce.mp3
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JSON: https://stenobird.com/v1/public/podcasts/tbpn-7037852/episodes/stripe-x-paypal-codex-micro-saagar-enjeti-joins-george-kailas-mukund-jha-russ-tedrake-glenn-youngkin
Duration seconds: 6810

## Resource

(00:23) - Stripe x PayPal (11:40) - OpenAI's First Device (15:44) - John's Business Ideas (23:15) - Chip: The Robot Car (30:27) - Saagar Enjeti is an American journalist and political commentator, best known as the co-host of the political news series "Breaking Points" alongside Krystal Ball. In the conversation, Enjeti discusses the potential consequences of prediction markets on flight delays, expressing concerns about possible manipulation and ethical issues. He also addresses the growing public opposition to data centers, highlighting the need for tangible benefits to local communities to mitigate backlash. Additionally, Enjeti emphasizes the importance of national permitting reform to address the housing crisis, advocating for streamlined approvals to facilitate the construction of affordable housing. (01:02:35) - George Kailas, founder and CEO of Aon Fund, has a background in value investing and AI, having previously led Prospero AI, a hedge fund-level AI research desk. He discusses launching an AI-powered hedge fund that leverages signal libraries from Prospero, creating thousands of strategies to work across various markets, with plans to launch in August or September. Kailas also highlights the importance of data compression and containerization in managing alternative data sets, aiming to minimize training costs while broadening data exploration. (01:08:28) - Mukund Jha, CEO of Emergent, discusses the company's AI platform that enables non-technical business owners to build and deploy production-grade applications, recently securing a $130 million Series C funding at a $1.5 billion valuation. He highlights that 80% of their users are non-technical, spanning industries from healthcare to manufacturing, and emphasizes the platform's role in helping small and me…

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## Transcript

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