Podcasts about Anthropic

*Are we finally reaching Peak eVTOL? Jason and Alex on Joby's big Abu Dhabi moves and Archer's purchase of LA's Hawthorne Airport.On a PACKED Monday TWiST, Jason is BACK from MENA and Tokyo. Hear tales from his whirlwind trips launching new Founder University satellite programs… and find out why construction and fintech are BOOMING across the Middle East.PLUS Ramp raised $300M… here's why Alex calls the round “pretty baller.” We question why AI companies are growing SO MUCH FOUNDER than their SaaS counterparts. We're digging into the Problem with Dropbox.AND we're saying goodbye to KitKat, the beloved SF bodega cat who was reportedly run over by a Waymo. Here's why Jason's not too broken up about it (but he's JUST JOKING!)

Correspondent Scott Pelley reports on President Trump's pardon of Changpeng Zhao, founder of Binance, the world's largest cryptocurrency exchange. The pardon came shortly after Binance helped catapult the Trump family's cryptocurrency firm, World Liberty Financial, into international recognition. The firm is a major source of the Trump family's fortune. Correspondent Anderson Cooper goes inside Anthropic, a $183 billion artificial intelligence company that's centered its brand around AI safety and transparency. At its well-guarded San Francisco headquarters, CEO Dario Amodei warns about the potential dangers of AI, and Cooper takes a look at how Anthropic is building and testing its AI models while openly acknowledging the risks. Brains meet brawn in the world of chess boxing, a sport in which competitors face off on the chess board and also in the boxing ring. Chess boxers win by checkmate or knockout – whichever comes first. Correspondent Bill Whitaker reports from the World Chess Boxing Championships in Serbia and meets Team USA as they go for gold. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Buckle up AI world. OpenAI released a new model, and apparently they're not done. Google is reportedly dropping Gemini 3 in hours. Jeff Bezos is going back hands-on building a new AI company. And that's just the tip of the AI iceberg this week. Don't get drowned out in the noise. On Monday, we cut it straight with the AI news that matters. Gemini 3 close to release, OpenAI drops GPT-5.1, Bezos to lead new AI startup and more AI News That MattersNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Thoughts on this? Join the convo and connect with other AI leaders on LinkedIn.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:OpenAI GPT-5.1 Release & FeaturesGPT-5.1 Personality Controls ExplainedGPT-5.1 Thinking vs. Instant ModelsGoogle NotebookLM Deep Research UpdateNotebookLM Image & File Type SupportAnthropic $50B AI Data Center ExpansionAnthropic Claude Cyberattack IncidentOpenAI ChatGPT Group Chat Pilot LaunchJeff Bezos Project Prometheus AI StartupMeta AI Chief Yann LeCun Exit RumorsMicrosoft Fairwater AI Data Center LaunchGoogle Gemini 3 Anticipated Release UpdateNano Banana Pro Image Generator LeaksMulti-Agent Systems in Gemini EnterpriseOpenAI GPT-5.1 Prompt Cookbook ReleaseTimestamps:00:00 OpenAI Launches GPT 5.107:06 "GPT 5.1: Better, Yet Wordy"09:08 "AI Updates and Insights"11:19 NotebookLM Updates with Spreadsheet Support16:38 "ChatGPT Group Chat Collaboration"21:00 Bezos Co-CEO of AI Startup25:29 Meta's AI Overhaul Sparks Chaos28:13 "AI Exploited for Cyberattacks"30:53 "Microsoft Expands AI Data Centers"35:37 "Nano Banana Pro & Gemini 3"40:12 AI Updates: GPT-5.1 Features40:58 "AI News & Insights Weekly"Keywords:Gemini 3, Google AI, AI model release, GPT 5.1, OpenAI, AI conversational model, reasoning behavior, personality controls, compliance improvements, auto routing feature, thinking vs instant models, data center investment, Anthropic,Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Head to AI.studio/build to create your first app.  Head to AI.studio/build to create your first app.  Head to AI.studio/build to create your first app. 

Carl Quintanilla, David Faber and Sara Eisen covered market volatility and the AI trade ahead of this week's Nvidia earnings report. Alphabet shares jumped after Berkshire Hathaway disclosed a $5 billion stake in the company. The anchors reacted to a Financial Times report which states Apple is ramping up its succession plan for CEO Tim Cook. Also in focus: Morgan Stanley's S&P 500 price target of 7800, Dell downgraded, retail earnings preview and the consumer, what Anthropic's CEO told CBS' "60 Minutes" about AI and jobs, Netflix's 10-for-1 stock split goes into effect, Fed Vice Chair Philip Jefferson's comments on risks, Fmr. Federal Reserve Governor Kevin Warsh slams the central bank in a WSJ op-ed. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sam Bankman-Fried, FTX scandal, TESCERAL, Effective Altruism (EA), Utilitarianism, AGI, AI as a scam, Will MacAskill, Machine Intelligence Research Institute (MIRI), the Center for Applied Rationality (CFAR), Leverage Research, Peter Thiel, Eliezer Yudkowsky, Longtermism, Barbara Fried, Sanford, Lewis Terman, gifted kids, Fred Terman, eugenics, Anthropic, Rationalism, human potential movement. Landmark/est, MK-ULTRA, Zizians, cultsDavid's bookMusic by: Keith Allen Dennishttps://keithallendennis.bandcamp.com/ Hosted on Acast. See acast.com/privacy for more information.

In this episode of Run the Numbers, CJ Gustafson sits down with Vanna Krantz, former CFO of Disney+ and Grindr, to explore what it takes to lead finance through massive inflection points. Vanna reflects on building Disney+'s subscription model from scratch under Bob Iger's leadership and the pressure of launching a global product with no precedent. She discusses forecasting as both science and art, and the importance of appreciating high-stakes moments amid chaos. Shifting to Grindr, Vanna breaks down how the company went public with remarkable efficiency—boasting 40% EBITDA margins and under 200 employees—and how she modeled for a user base that consistently churns and returns. She also opens up about career longevity, work-life balance, and helping women find sustainability and acceleration in leadership.—LINKS:Vanna on LinkedIn: https://www.linkedin.com/in/vannakrantz/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Monetizing Community Engagement: The Business of Fitness with Strava CFO Lily Yanghttps://youtu.be/zlLb5yZDKQE“Let's Just See What Breaks” — Intuit's CFO on Being a Disruptor When You're Already the Incumbenthttps://youtu.be/Le1D9HXHvGI—TIMESTAMPS:00:00:00 Preview and Intro00:03:02 Sponsors – Aleph, Fidelity Private Shares, and Metronome00:06:09 Meeting at A16z and Disney Plus Discussion00:07:13 Interviewing with Bob Iger and Joining Bamtech Media00:10:43 Forecasting the Unknown at Disney Plus00:13:01 Launch Strategy – Mandalorian and Retention00:15:15 Sponsors – Mercury, RightRev, and Tipalti00:19:23 Forecasting, Retention Curves, and the Art vs. Science Balance00:22:20 Lessons in Art and Science of Finance at Disney00:25:08 Launch Day Chaos and the Disney Plus CDN Outage00:26:24 Celebrating the 10 Million Subscriber Milestone00:27:21 Grindr IPO and Financial Discovery00:32:42 Active User Metrics and Reactivation Trends00:34:29 Seasonality and Human Behavior in App Usage00:36:02 Free vs. Paid Users and Revenue Optimization00:38:21 Pricing Strategy and Global Monetization00:40:23 Women in Leadership and Staying in the Game00:43:30 Work–Life Balance and Career Seasons00:46:12 Wisdom, Experience, and Staying in the Game00:50:08 Finance Stack, Craziest Expense, and Closing Remarks—SPONSORS:Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Metronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comMercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.—#RunTheNumbersPodcast #CFOInsights #DisneyPlus #GrindrIPO #Leadership This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

The U.S. launches Operation Southern Spear against Western Hemisphere “narco-terrorists,” Anthropic claims that PRC-sponsored hackers used Claude AI in recent cyberattacks, The BBC apologizes to President Trump over its Jan. 6 documentary edit, South Sudan's president fires the country's vice president, Bol Mel,The U.S. designates four European groups as terrorist organizations, A report claims that the CIA dropped modified poppy seeds to sabotage the Afghan opium trade, The Trump Admin. will reportedly send federal border agents to Charlotte, North Carolina, The U.S. Justice Department sues to block California's new Congressional maps, Several people are killed in a Stockholm, Sweden bus crash, and a new study suggests that dog breeds first emerged 11,000 years ago.  

In this episode of Mostly Growth, CJ Gustafson and Kyle Poyar dig into what it means to be useful rather than just right at work, exploring how communication, empathy, and impact matter more than technical precision as careers mature. They share candid lessons from their own paths—CJ's focus on making others look good to earn promotions and Kyle's evolution into a domain expert through public writing—before unpacking what separates good from great VPs of Sales with insights from Pavilion founder Sam Jacobs. The conversation then shifts to OpenAI's “too big to fail” claims, the economic ripple effects of AI infrastructure spending, and how finance leaders can stay grounded in reality. Rounding out the episode, the hosts preview their latest research—CJ's “Agentic Finance” report on AI in the finance stack and Kyle's 2025 SaaS Benchmarks—and close with lighthearted banter about founder age stats, home maintenance mishaps, and the price of professional Christmas lights—LINKS:Mostly Metrics: https://www.mostlymetrics.comCJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Growth Unhinged: https://www.growthunhinged.com/Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/Slacker Stuff: https://www.slackerstuff.com/Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/https://sarahcharlton.substack.com/p/from-being-right-to-being-usefulhttps://www.highalpha.com/saas-benchmarkshttps://www.mostlymetrics.com/p/presenting-the-state-of-the-agentic-financial-stackhttps://www.mostlymetrics.com/p/finance-in-2030https://worksinprogress.co/issue/the-algorithm-will-see-you-now/https://www.theinformation.com/briefings/openai-ceo-sam-altman-forecasts-20-billion-annualized-revenue-yearhttps://www.growthunhinged.com/p/your-pricing-is-broken—RELATED EPISODES:When the marketing math doesn't math | with Emily Kramerhttps://youtu.be/sSuoV_YSrlwGetting fired 4 times made me a founder | Sam Jacobs of Pavilionhttps://youtu.be/8X-JVOF-1A0How To Win at Early Stage Sales With the Guy Who Helped Take Snyk From $0 to $100M+https://youtu.be/VKrZCte8fyM996 Culture, Exploding AI Bills & SaaS Chaoshttps://youtu.be/qhrxDL0gsRo—TIMESTAMPS:00:00:00 Preview and Intro00:02:18 Sponsors – Pulley and Metronome00:05:09 Flight Cancellation and Airport Chaos00:07:58 Being Right vs. Being Useful00:11:17 Getting Promoted Early by Making Others Look Good00:15:25 What Separates a Good VP of Sales from a Great One00:18:24 Sales Leaders as Capital Allocators00:21:14 The Organizational Tax of Sales Support00:22:33 Is OpenAI Too Big to Fail?00:25:31 AI Investments, Alternatives, and Market Impact00:27:50 Bailouts and Economic Reality00:28:20 Agentic Finance and the AI-Driven Finance Stack00:31:43 SaaS Benchmarks Report 2025 Overview00:33:59 Growth Rates by ARR Tier and Scale00:35:40 AI's Impact on Engineering Teams00:37:45 Age and Startup Success00:39:42 Building Durable Businesses Over Time00:41:25 Something You Tried This Week – HVAC Cleaning00:43:19 Outsourcing Holiday Cheer – Professional Light Installation00:47:08 Credits – Mostly Growth Closing Remarks—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—#MostlyGrowthPodcast #StartupFinance #AIPodcast #SaaSLeadership #GoToMarket This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

AI Weekly News Rundown November 09 to November 16 2025:Tune in at https://podcasts.apple.com/us/podcast/ai-business-weekly-news-rundown-vibe-revenue-ai-companies/id1684415169?i=1000736889012Welcome to AI Unraveled, Your daily briefing on the real world business impact of AIIn this week's edition:

Anton Korinek, a professor of economics at the University of Virginia and newly appointed economist to Anthropic's Economic Advisory Council; Nathan Goldschlag, Director of Research at the Economic Innovation Group; and Bharat Chander, Economist at Stanford Digital Economy Lab, join Kevin Frazier, the AI Innovation and Law Fellow at the University of Texas School of Law and a Senior Editor at Lawfare, to sort through the myths, truths, and ambiguities that shape the important debate around the effects of AI on jobs. They discuss what happens when machines begin to outperform humans in virtually every computer-based task, how that transition might unfold, and what policy interventions could ensure broadly shared prosperity.These three are prolific researchers. Give them a follow to find their latest works:Anton: @akorinek on XNathan: @ngoldschlag and @InnovateEconomy on XBharat: X: @BharatKChandar, LinkedIn: @bharatchandar, Substack: @bharatchandarFind Scaling Laws on the Lawfare website, and subscribe to never miss an episode.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

Anthropic reports China-linked hackers used Claude AI in an automated espionage campaign. Google reconsiders its upcoming “Developer Verification” policy for Android. AT&T customers affected by two data breaches in 2024 can now file claims. Nearly 10,000 Washington Post employees were affected by a data breach. ASUS and Imunify360 patch critical flaws. DoorDash discloses a data breach. Checkout.com donates the ransom to researchers. Kraken ransomware benchmarks systems before encryption. Mike Arrowsmith, Chief Trust Officer of NinjaOne, shares his thoughts on how cyber may be heading for its California fire insurance moment. AI ChatBot toys behave badly.  Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Mike Arrowsmith, Chief Trust Officer of NinjaOne, is sharing his thoughts on how cyber insurance is heading for its California fire insurance moment. Selected Reading Anthropic Says Chinese Hackers Used Its A.I. in Online Attack (The New York Times) Researchers question Anthropic claim that AI-assisted attack was 90% autonomous (Ars Technica) Google backpedals on new Android developer registration rules (Bleeping Computer) AT&T data breach settlement to pay thousands to claimants. Who is eligible, how to apply (El Paso Times) Washington Post Says Nearly 10,000 Employees Impacted by Oracle Hack (SecurityWeek) ASUS warns of critical auth bypass flaw in DSL series routers (Bleeping Computer) Imunify360 Vulnerability Could Expose Millions of Sites to Hacking (SecurityWeek) DoorDash hit by new data breach in October exposing user information (Bleeping Computer) Protecting our Merchants: Standing up to Extortion (Checkout.com) Kraken ransomware benchmarks systems for optimal encryption choice (Bleeping Computer) AI-Powered Toys Caught Telling 5-Year-Olds How to Find Knives and Start Fires With Matches (Futurism) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show.  Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Presented by Material Security: We protect your company's most valuable materials -- the emails, files, and accounts that live in your Google Workspace and Microsoft 365 cloud offices. Three Buddy Problem - Episode 72: We unpack Anthropic's conflicting self-promotion around the “first AI-orchestrated cyberattack” using Claude Code and the future of automated APT attacks. Plus, Chinese cyber vendor KnownSec falls victim to data breach, fresh accusations that the U.S. stole billions in Bitcoin, Amazon warning about Cisco/Citrix zero-days, Google's new Private AI Compute and Microsoft kernel zero-day marked as "actively exploited." Cast: Juan Andres Guerrero-Saade (https://twitter.com/juanandres_gs), Ryan Naraine (https://twitter.com/ryanaraine) and Costin Raiu (https://twitter.com/craiu).

Deedy Das, Partner at Menlo Ventures, returns to Latent Space to discuss his journey from Glean to venture capital, the explosive rise of Anthropic, and how AI is reshaping enterprise software and coding. From investing in Anthropic early on when they had no revenue to managing the $100M Ontology Fund, Das shares insider perspectives on the fastest-growing software company in history and what's next for AI infrastructure, research investing, and the future of engineering. We cover Glean's rise from “boring” enterprise search to a $7B AI-native company, Anthropic's meteoric rise, the strategic decisions behind products like Claude Code, and why market share in enterprise AI is shifting dramatically. Das explains his investment thesis on research companies like Goodfire, Prime Intellect, and OpenRouter and how the Anthology Fund is quietly seeding the next wave of AI infra, research, and devtools.

Chinese Intelligence is using Anthropic's AI for Hacking by Nick Espinosa, Chief Security Fanatic

On this episode of the Self-Publishing with ALLi podcast, Dan Holloway reports on Amazon's launch of Kindle Translate, an AI-powered tool that allows translations between English, Spanish, and German. He discusses how it could open new markets for authors while raising questions about accuracy and the role of human translators. Dan also covers Australia's decision to reject a text and data mining exception to copyright law, a win for authors and creatives concerned about AI training practices, and shares updates on the ongoing Anthropic settlement affecting writers worldwide. Sponsor Self-Publishing News is proudly sponsored by PublishMe—helping indie authors succeed globally with expert translation, tailored marketing, and publishing support. From first draft to international launch, PublishMe ensures your book reaches readers everywhere. Visit publishme.me. Find more author advice, tips, and tools at our Self-publishing Author Advice Center, with a huge archive of nearly 2,000 blog posts and a handy search box to find key info on the topic you need. And, if you haven't already, we invite you to join our organization and become a self-publishing ally. About the Host Dan Holloway is a novelist, poet, and spoken word artist. He is the MC of the performance arts show The New Libertines, He competed at the National Poetry Slam final at the Royal Albert Hall. His latest collection, The Transparency of Sutures, is available on Kindle.

(00:00) Intro (02:37) Una dura crisi colpisce Zelensky (24:32) Produzione industriale e CIG, la crisi continua (44:30) L'AI di Anthropic: controcorrente  Registrati su Young Platform, l'app per investire in Bitcoin in sicurezza, e ottieni 10€ di bonus: https://link.youngplatform.com/r/donchisciotte Learn more about your ad choices. Visit megaphone.fm/adchoices

Which model is better, GPT-5.1 or Kimi K2 Thinking? This week on Mixture of Experts, we have two new AI model releases: OpenAI's GPT-5.1 and Moonshot AI's new open-source reasoning model, Kimi K2 Thinking. We discuss user experience and personalization with AI tools and how open-source AI is changing the AI race. Finally, is Microsoft launching full “agentic users” for enterprise? Our experts discuss AI in enterprise—the risks and considerations for both technology and humans. Join host Tim Hwang and panelists Kaoutar El Maghraoui, Aaron Baughman and Mihai Criveti on this week's Mixture of Experts, to learn more. 00:00 – Introduction 1:12 – Anthropic's data center investment, Tesla's AI chips, Baidu's new chips and AI cat robots 1:59 – GPT-5.1 12:00 – Kimi K2 Thinking 21:35 – Microsoft agent users The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity. Subscribe for AI updates → https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120 Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts

Anthropic meldet chinesische Hacker-Angriffe via Claude auf 30+ Targets, zeigt Dual-Use-Problem von KI-Coding-Tools. Amazon Projekt Kuiper wird zu Amazon Leo, greift Starlink mit Satelliten-Internet an, Bullencase für Medienimperium vs. schrumpfender Markt. Anthropic veröffentlicht Even-handedness-Test: Gemini 2.5 Pro führt mit 97%, Grok überraschend balanced mit 96%. Cursor erreicht $29,3 Milliarden Bewertung nach nur 2,5 Jahren, verzwölffacht seit Januar, Google und Nvidia investieren. Yann LeCun verlässt Meta nach politischen Spannungen, gründet eigenes World-Models-Startup. Google Shopping baut Agentic Commerce Features, Skepsis bleibt wie bei Voice Commerce. Google muss €465 Millionen an Idealo zahlen im Shopping-Kartellfall, neues EU-Verfahren wegen Site Reputation Abuse. On Running liefert starke Zahlen mit 66% Rohmarge, Aktie dennoch -22% YTD. Beyond Meat kollabiert weiter. Christian Lindner wird Vorstand bei Autoland. Apple launcht iPhone-Socke für €150-250. Waymo darf erstmals auf Highways fahren in SF, Phoenix und LA. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:03:52) Window Dressing (00:10:35) Claude & Chinesische Hacker (00:18:51) Amazon Leo (Projekt Kuiper) (00:26:07) Anthropic Even-handedness Test (00:30:08) Cursor $29B Bewertung (00:38:15) Yann LeCun verlässt Meta (00:44:11) Google Shopping Features (00:53:21) Google Antitrust Updates (01:00:03) On Running Earnings (01:07:41) Beyond Meat (01:09:16) Christian Lindner (01:16:26) Apple iPhone Socke (01:18:07) Waymo Highways & Elon Time Shownotes Second Shot Merch gibts auf SecondShotGolf.de Project Kuiper wird Amazon Leo– theverge.com Chinesische Hacker nutzten Claude AI für Cyberangriffe – wsj.com Grok und Gemini als weniger voreingenommen angesehen als ChatGPT, Anthropic – axios.com KI-Coding-Startup Cursor jetzt $29,3 Milliarden wert – wsj.com Google AI Shopping – theverge.com Idealo-Verfahren: Schaden durch Google – heise.de Google von neuer EU-Untersuchung wegen Nachrichten-Suchmissbrauchs betroffen – bloomberg.com Christian Lindner wird Gebrauchtwagenhändler – spiegel.de Apple und Issey Miyake vereinen sich für iPhone-Tasche – vogue.com Waymo startet fahrerlose Robotaxis auf Autobahnen in den USA – bloomberg.com

Un gruppo di criminali informatici sponsorizzati dalla Cina ha usato sistemi di GenIA d Anthropic per automatizzare i propri attacchi. "Il primo caso, secondo la start up americana, di un agente di Intelligenza artificiale che ha anche raccolto informazioni sugli obiettivi con un input umano limitato" spiega Corrado Giustozzi, esperto di cybersecurity.Modelli di intelligenza artificiale basati sull'apprendimento per imitazione per realizzare mani robotiche da montare su braccia industriali già esistenti. Ce ne parla Elvis Nava, cofondatore della startup svizzera Mimic Robotics, che ha recentemente concluso un round di investimenti da 16 milioni di dollari.Parliamo di algoritmi con Simone Righini, esperto di search marketing. Fra segnali espliciti, impliciti e nascosti che noi utenti forniamo più o meno consapevolmente attraverso i nostri comportamenti online.Eolo lancia in 300 comuni non serviti dalla fibra l'accesso a Internet senza fili a 1 Gbps con tecnologia 5G basata su onde millimetriche. Ne parliamo con Guido Garrone, amministratore delegato di Eolo. E come sempre in Digital News le notizie di innovazione e tecnologia più importanti della settimana.

Das ist das KI-Update vom 14.11.2025 mit diesen Themen: Chat GPT-5.1 ist da Maschinen, die wie Menschen verstehen EU-Abgeordnete wollen definierten KI-Einsatz Anthropic investiert Links zu allen Themen der heutigen Folge findet Ihr hier: https://heise.de/-11078346 https://www.heise.de/thema/KI-Update https://pro.heise.de/ki/ https://www.heise.de/newsletter/anmeldung.html?id=ki-update https://www.heise.de/thema/Kuenstliche-Intelligenz https://the-decoder.de/ https://www.heiseplus.de/podcast https://www.ct.de/ki Eine neue Folge gibt es montags, mittwochs und freitags ab 15 Uhr.

AI Daily News Rundown November 15 2025:Tune in at https://podcasts.apple.com/us/podcast/ai-daily-news-rundown-anthropic-disrupts-ai-orchestrated/id1684415169?i=1000736811381Welcome to AI Unraveled, Your daily briefing on the real world business impact of AI

P.M. Edition for Nov. 13. AI startup Anthropic said China's state-sponsored hackers used its tools to automate cyberattacks against corporations and governments. WSJ's Sam Schechner reports on the inflection point for hackers' use of AI. Disney's shares fell after a quarterly earnings report that fell short of Wall Street's expectations. And California is eyeing a first-of-its-kind tax on billionaires. WSJ's Paul Kiernan unpacks the ballot initiative for a wealth tax that's already run into steep opposition. Sabrina Siddiqui hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Baidu unveils new AI chips. Disney's streaming services see subscriber growth. And Verizon plans to cut about 15,000 jobs. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Scott Becker reviews 4 key business stories, including market declines amid government shutdown concerns, major losses at OpenAI and Anthropic, Disney's earnings miss, and more.

Shoot us a Text.Episode #1195: Toyota doubles down on hybrids with a $14B battery bet. Waymo hits the freeway ahead of Tesla in the autonomy race. And OpenAI unveils a “warmer” GPT-5.1 with customizable personalities and smarter responses.We'll be at Automobility LA at the LA Auto Show next Thursday, November 20 hosting the LA Auto Show Sessions. Thanks to our friends at Cars Commerce and Curbee for making it possible. 25% off registration with code MoreThanCars. https://laautoshow.com/meShow Notes with links:As U.S. EV momentum slows, Toyota is increasing its already big bet that hybrids, not full electrics, are the future of American green driving, anchored by a massive new battery plant in North Carolina.Toyota's new $14B plant in Liberty, NC is its largest U.S. battery investment yet.The facility will power hybrid production in Kentucky and Alabama, with plans for EV and plug-in hybrid output.Roughly half of Toyota's U.S. sales are already hybrids or EVs, led by hybrid-only Camry and Sienna models.The RAV4 will become 100% hybrid in 2026, with plug-in sales expected to quadruple.“Regardless of where the regulation goes, we will have the capacity to support our compliance needs,” said David Christ, Toyota North America brand chief.Waymo has a commanding lead in the autonomous vehicle race now launching the first-ever robotaxi service on highways across three major U.S. cities. The move distances it even further from rivals like Tesla and Zoox.New highway service rolls out in San Francisco, Phoenix, and Los Angeles, initially for limited riders.This milestone extends Waymo's reach to San Jose and introduces airport pickups at San Jose International.The Waymo Driver has shown 91% fewer serious-injury crashes compared to human drivers.Waymo now operates over 2,500 vehicles and has logged more than 100 million driverless miles.“The Waymo Driver does not get tired, does not lose focus and does not make emotional decisions behind the wheel,” said project manager Jacopo Sannazzaro.OpenAI has rolled out GPT-5.1, calling it a smarter, more engaging upgrade to its August release of GPT-5—complete with expanded personality settings and model matching enhancements.GPT-5.1 includes “Instant” and “Thinking” variants, optimized for speed, clarity, and task persistence.New personality presets include Candid, Quirky, Nerdy, Cynical, and more, adding tone flexibility.Users will begin to see model auto-matching and personalization tools in settings.The upgrade follows user backlash to GPT-5 and competition from Anthropic powering Microsoft tools.“We're well past the point of one-size-fits-all,” said Fidji Simo, OpenAI's CEO of Applications.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

In this episode of Run the Numbers, CJ sits down with Jeff Bernstein, managing partner at Riveron, to unpack what really happens when a company decides it might be time to go public. Jeff draws on his experience across banking, hedge funds, operating roles, and advisory work to break down IPOs, dual-track processes, and the surprising realities behind price discovery—including why a 20x-oversubscribed book isn't what it seems. He also dives into the re-emergence of SPACs, what's different this time, and the key considerations CFOs should weigh before choosing that route. From IPO-readiness must-haves to building the muscle memory needed for public-company life to the sketchiest EBITDA adjustment he's ever seen, Jeff brings stories, frameworks, and hard-won lessons for any finance leader thinking about the road to the public markets.—LINKS:Jeff Bernstein on LinkedIn: https://www.linkedin.com/in/jeff-bernstein-498a23158/Company: https://riveron.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:00:00:00 Preview and Intro00:02:59 Sponsors – Tipalti, Aleph, Fidelity Private Shares00:06:20 The Mechanics of Going Public at Riveron00:09:59 The State of Tech Capital Markets00:11:19 Comparing the Internet, Mobile, and AI Waves00:14:11 Understanding Dual Track Processes00:15:34 Sponsors – Metronome, Mercury, RightRev00:19:35 Why Companies Choose to Go Public or Sell00:23:02 Why Price Discovery Is Harder in Today's Market00:26:05 The Pros and Cons of Direct Listings00:29:16 Balancing Fairness Between Employees and Investors00:30:47 Inside the IPO Pricing Process00:34:26 How Banks and Investors Game Allocations00:41:22 The Return of SPACs and Why They're Back00:43:46 Key Considerations for CFOs Evaluating SPAC Mergers00:47:53 The Most Successful SPACs to Date00:49:00 Building Public Company Readiness00:52:03 Developing Muscle Memory for Quarterly Reporting00:55:31 The CFO's Role as Chief Communicator00:57:47 Long-Ass Lightning Round – Overhyped Metrics and Sketchy EBITDA—SPONSORS:Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Metronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comMercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.—#RunTheNumbersPodcast #IPOmistakes #CFOinsights #SPACs #FinanceLeadership This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

In this episode, Scott Becker reviews 4 key business stories, including market declines amid government shutdown concerns, major losses at OpenAI and Anthropic, Disney's earnings miss, and more.

In this episode of the AI in Education Podcast, Ray and Dan wrap up Series 14 with a packed news and research roundup. They start with the tricky world of AI governance in education, where Ray explains how schools and universities can simplify their policies instead of writing 26 new ones. The conversation then turns to a Washington Post piece on the rise of new AI-driven jobs - from conversation designers to human-AI collaboration leads - and what this means for the future of work and capability-building. They also unpack new insights from cechat about how teachers are creating and using AI agents, explore Microsoft's AI Diffusion report, and look at La Trobe University's staff chatbot, "Troby." They discuss Google's education research, Claude's pilot in Icelandic schools, and the latest update from OpenAI, before closing with a fascinating study on how students respond differently to teacher versus AI feedback. Listen in for practical insights, fresh data, and a few laughs along the way.   News   As AI reshapes the job market, here are 16 roles it has created - Washington Post https://www.washingtonpost.com/business/2025/10/29/ai-new-jobs/    CENet analyses teacher created AI agents https://www.linkedin.com/posts/cenet---catholic-education-network_aiwithheart-catholicschools-catholiceducation-activity-7393528419411668992-nQc1    Microsoft AI Diffusion research https://www.microsoft.com/en-us/research/group/aiei/ai-diffusion/    Mustafa Suleyman - Human super intelligence https://www.msn.com/en-us/health/other/microsoft-launches-superintelligence-team-targeting-medical-diagnosis-to-start/ar-AA1PWmIO    Microsoft will offer in-country data processing in Australia & UK for Microsoft 365 Copilot https://www.microsoft.com/en-us/microsoft-365/blog/2025/11/04/microsoft-offers-in-country-data-processing-to-15-countries-to-strengthen-sovereign-controls-for-microsoft-365-copilot/    Case Study "La Trobe University supercharges academic productivity with AI and Copilot Studio" https://learn.microsoft.com/en-us/power-platform/guidance/case-studies/latrobe-supercharges   New Google paper on AI and the future of learning https://blog.google/outreach-initiatives/education/ai-and-learning/    Iceland goes Anthropic https://www.anthropic.com/news/anthropic-and-iceland-announce-one-of-the-world-s-first-national-ai-education-pilots    Open AI - ChatGPT's new personalities https://www.msn.com/en-us/news/technology/openai-says-the-brand-new-gpt-51-is-warmer-and-has-more-personality-options/ar-AA1QjoBA    Competitions for students to get involved in:   CSIRO want you to predict pasture biomass from images - global https://www.kaggle.com/competitions/csiro-biomass   United States Artificial Intelligence Institute Hackathon - US only https://www.usaii.org/ai-insights/usaii-kicks-off-the-ai-nextgen-challenge-2026-americas-largest-scholarship-program    How confidential is your chat with AI? https://www.crikey.com.au/2025/11/12/australia-national-security-chief-ai-speech-writing/    Research   Teacher, peer, or AI? Comparing effects of feedback sources in higher education https://www.sciencedirect.com/science/article/pii/S266655732500059X       

Muy buenos días, pero qué nivel de confusión el que se dio con la supuesta inversión de Nvidia en Nuevo León. No se preocupen, lo vamos a explicar, con todo y aclaraciones de un directivo de la compañía desde antes que surgiera toda esta confusión. Se acabó el cierre de Gobierno más largo en la historia de Estados Unidos y respecto a la construcción de centros de datos, Meta y Anthropic tienen sus propios planes.[Patrocinado] Conoce las oportunidades que ofrece Deel aquí.

Plus - Radio streamer TuneIn acquired for $175M; Anthropic announces $50 billion data center plan Learn more about your ad choices. Visit podcastchoices.com/adchoices

00:00: ☀️ Bom dia Tech!00:24:

Windows 11 just got its most noticeable Start menu revamp in a while, but is it a productivity boost or just more Microsoft meddling? The team digs into Patch Tuesday's big surprises and whether generative tools are transformative essentials or just a passing fad. Windows 11 Patch Tuesday was yesterday, your new Start menu is right where Microsoft left it Copilot+ PCs: Improvements to Click to Do, File Explorer, Voice access, and Windows Search All PCs, eventually: Taskbar improvements, Administrator Protection (off by default), Quality updates Heading into Ignite next week, Microsoft cites recent security wins in Windows 11 and Surface First 26H1 build comes to Canary to prove that there will be nothing new in it, ever Qualcomm takes a one-time $5.7 billion hit thanks to Big Stupid Bill but still nails it in quarterly earnings Microsoft WSJ continues its Microsoft financial accountability criticisms Also reports that internal documents state OpenAI expects to lose $74 billion in 2028, the year Anthropic will break even If Paul starts a business and it loses money for three years in a row, it becomes a hobby. So WTF is OpenAI exactly? AI Microsoft AI creates a Superintelligence team as a sort-of alternative to AGI Microsoft launched .NET 10 at .NET Conf on Tuesday - Plus, Visual Studio 2026 with a new monthly release schedule and Insider versions going forward Double-digit performance improvements again, somehow Uno announced Uno Platform Studio 2.0 with a fun surprise for Paul: They upgraded the original WPF version of .NETpad into a cross platform app in 3 minutes! There will be a demo on Thursday .NETpad is transitioning to WinUIpad with the Windows App SDK rewrite. It is going poorly because Windows App SDK is terrible, cannot be open sourced quickly enough Xbox Steam announces a new videogame console, the Steam Machine! Backbone Pro Xbox Edition is now available Fallout 4 Anniversary Edition is here with with Xbox Play Anywhere support, Creations Halo: Campaign Evolved is coming, so Halo: Infinite becomes a lot more finite Call of Duty Black Ops 6 player on PC? Hope you enjoyed that 180 GB "update" you had to install before playing a year-old game (also got a 6.7 GB update Wednesday. For the love of God) GTA VI has been delayed yet again as it edges into Duke Nukem Forever territory Sony has now sold over 84 million PS5 consoles, meaning it has outsold every Xbox generation ever made Sony is selling a 27-inch gaming display in the U.S. and Japan Tips & picks Tip of the week: Solving the problem over identifying the problem App pick of the week: Tiny11 Builder RunAs Radio this week: Azure Resiliency with Chris Ayers Brown liquor pick of the week: Kyoto Whisky Kuro-Obi Black Belt Blended Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: bitwarden.com/twit outsystems.com/twit auraframes.com/ink zapier.com/windows

Fresh news out of Washington: as a potential end to the shutdown looms - and Treasury Secretary Bessent makes new comments promising relief on prices... Carl Quintanilla and Sara Eisen broke down the latest, along with a slew of breaking news just crossing at 10 out of both the Federal Reserve and the AI complex. Jefferies Chief Market Strategist David Zervos gave his take on what it all means for stocks, while the team also got a read from the ground on the airlines - and any ongoing shutdown impacts - with the CEO of Delta.  Also in focus: AMD shares surging as investors get bullish on the name - hear one chip analyst's take on the double-digit move, and whether shares are still a buy here. Plus: details on Toyota's big new EV bet here in the U.S., announced just this hour.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Windows 11 just got its most noticeable Start menu revamp in a while, but is it a productivity boost or just more Microsoft meddling? The team digs into Patch Tuesday's big surprises and whether generative tools are transformative essentials or just a passing fad. Windows 11 Patch Tuesday was yesterday, your new Start menu is right where Microsoft left it Copilot+ PCs: Improvements to Click to Do, File Explorer, Voice access, and Windows Search All PCs, eventually: Taskbar improvements, Administrator Protection (off by default), Quality updates Heading into Ignite next week, Microsoft cites recent security wins in Windows 11 and Surface First 26H1 build comes to Canary to prove that there will be nothing new in it, ever Qualcomm takes a one-time $5.7 billion hit thanks to Big Stupid Bill but still nails it in quarterly earnings Microsoft WSJ continues its Microsoft financial accountability criticisms Also reports that internal documents state OpenAI expects to lose $74 billion in 2028, the year Anthropic will break even If Paul starts a business and it loses money for three years in a row, it becomes a hobby. So WTF is OpenAI exactly? AI Microsoft AI creates a Superintelligence team as a sort-of alternative to AGI Microsoft launched .NET 10 at .NET Conf on Tuesday - Plus, Visual Studio 2026 with a new monthly release schedule and Insider versions going forward Double-digit performance improvements again, somehow Uno announced Uno Platform Studio 2.0 with a fun surprise for Paul: They upgraded the original WPF version of .NETpad into a cross platform app in 3 minutes! There will be a demo on Thursday .NETpad is transitioning to WinUIpad with the Windows App SDK rewrite. It is going poorly because Windows App SDK is terrible, cannot be open sourced quickly enough Xbox Steam announces a new videogame console, the Steam Machine! Backbone Pro Xbox Edition is now available Fallout 4 Anniversary Edition is here with with Xbox Play Anywhere support, Creations Halo: Campaign Evolved is coming, so Halo: Infinite becomes a lot more finite Call of Duty Black Ops 6 player on PC? Hope you enjoyed that 180 GB "update" you had to install before playing a year-old game (also got a 6.7 GB update Wednesday. For the love of God) GTA VI has been delayed yet again as it edges into Duke Nukem Forever territory Sony has now sold over 84 million PS5 consoles, meaning it has outsold every Xbox generation ever made Sony is selling a 27-inch gaming display in the U.S. and Japan Tips & picks Tip of the week: Solving the problem over identifying the problem App pick of the week: Tiny11 Builder RunAs Radio this week: Azure Resiliency with Chris Ayers Brown liquor pick of the week: Kyoto Whisky Kuro-Obi Black Belt Blended Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: bitwarden.com/twit outsystems.com/twit auraframes.com/ink zapier.com/windows

Windows 11 just got its most noticeable Start menu revamp in a while, but is it a productivity boost or just more Microsoft meddling? The team digs into Patch Tuesday's big surprises and whether generative tools are transformative essentials or just a passing fad. Windows 11 Patch Tuesday was yesterday, your new Start menu is right where Microsoft left it Copilot+ PCs: Improvements to Click to Do, File Explorer, Voice access, and Windows Search All PCs, eventually: Taskbar improvements, Administrator Protection (off by default), Quality updates Heading into Ignite next week, Microsoft cites recent security wins in Windows 11 and Surface First 26H1 build comes to Canary to prove that there will be nothing new in it, ever Qualcomm takes a one-time $5.7 billion hit thanks to Big Stupid Bill but still nails it in quarterly earnings Microsoft WSJ continues its Microsoft financial accountability criticisms Also reports that internal documents state OpenAI expects to lose $74 billion in 2028, the year Anthropic will break even If Paul starts a business and it loses money for three years in a row, it becomes a hobby. So WTF is OpenAI exactly? AI Microsoft AI creates a Superintelligence team as a sort-of alternative to AGI Microsoft launched .NET 10 at .NET Conf on Tuesday - Plus, Visual Studio 2026 with a new monthly release schedule and Insider versions going forward Double-digit performance improvements again, somehow Uno announced Uno Platform Studio 2.0 with a fun surprise for Paul: They upgraded the original WPF version of .NETpad into a cross platform app in 3 minutes! There will be a demo on Thursday .NETpad is transitioning to WinUIpad with the Windows App SDK rewrite. It is going poorly because Windows App SDK is terrible, cannot be open sourced quickly enough Xbox Steam announces a new videogame console, the Steam Machine! Backbone Pro Xbox Edition is now available Fallout 4 Anniversary Edition is here with with Xbox Play Anywhere support, Creations Halo: Campaign Evolved is coming, so Halo: Infinite becomes a lot more finite Call of Duty Black Ops 6 player on PC? Hope you enjoyed that 180 GB "update" you had to install before playing a year-old game (also got a 6.7 GB update Wednesday. For the love of God) GTA VI has been delayed yet again as it edges into Duke Nukem Forever territory Sony has now sold over 84 million PS5 consoles, meaning it has outsold every Xbox generation ever made Sony is selling a 27-inch gaming display in the U.S. and Japan Tips & picks Tip of the week: Solving the problem over identifying the problem App pick of the week: Tiny11 Builder RunAs Radio this week: Azure Resiliency with Chris Ayers Brown liquor pick of the week: Kyoto Whisky Kuro-Obi Black Belt Blended Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: bitwarden.com/twit outsystems.com/twit auraframes.com/ink zapier.com/windows

The infrastructure behind AI is massive - learn to leverage it with our free guide to advanced prompt engineering: https://clickhubspot.com/fnw Episode 84: What's the real infrastructure powering every mind-blowing AI app and model you see today—and are we heading for a “compute bubble”? Nathan Lands (https://x.com/NathanLands) is joined by Evan Conrad (https://x.com/NathanLands), CEO of SF Compute and a leading expert in data centers and AI infrastructure. Evan, previously an AI audio model founder, now leads SF Compute—building a groundbreaking spot market for AI compute that transforms supercomputers into a tradable, financeable commodity. He's at the heart of the rapidly growing AI data center industry, shaping how AI is built, scaled, and funded. This episode pulls back the curtain on the biggest physical build-out in tech history—compute infrastructure. Nathan and Evan break down how AI companies actually get the raw power they need, the economics behind GPU clusters, credit risk bubbles, power constraints in the US vs. China, and why making compute tradable could make or break the future of AI. Whether you're an investor, founder, or just love tech, this is your crash course in the “invisible” industry driving the AI revolution. Check out The Next Wave YouTube Channel if you want to see Matt and Nathan on screen: https://lnk.to/thenextwavepd — Show Notes: (00:00) AI Cluster Economics Explained (05:59) Venture Capital Dependency Risks (09:34) GPU Cloud Requires Long-Term Contracts (10:23) GPU Contracts and Market Solution (13:57) US vs China: AI Competition (19:33) Crypto vs. Automation Ambitions (22:03) US Plutocracy and Environmental Barriers (26:03) GPU Cluster Investment Management (26:55) Compute as Real Estate Model (29:52) Future Skills for a 12-Year-Old (34:20) Automated In-Home Delivery System — Mentions: Evan Conrad: https://www.linkedin.com/in/evan-conrad SF Compute: https://sfcompute.com/ Pipedream: https://pipedream.com/ Udio: https://www.udio.com/ Suno: https://suno.com/ Anthropic: https://www.anthropic.com/ Waymo: https://waymo.com/ Get the guide to build your own Custom GPT: https://clickhubspot.com/tnw — Check Out Matt's Stuff: • Future Tools - https://futuretools.beehiiv.com/ • Blog - https://www.mattwolfe.com/ • YouTube- https://www.youtube.com/@mreflow — Check Out Nathan's Stuff: Newsletter: https://news.lore.com/ Blog - https://lore.com/ The Next Wave is a HubSpot Original Podcast // Brought to you by Hubspot Media // Production by Darren Clarke // Editing by Ezra Bakker Trupiano

Windows 11 just got its most noticeable Start menu revamp in a while, but is it a productivity boost or just more Microsoft meddling? The team digs into Patch Tuesday's big surprises and whether generative tools are transformative essentials or just a passing fad. Windows 11 Patch Tuesday was yesterday, your new Start menu is right where Microsoft left it Copilot+ PCs: Improvements to Click to Do, File Explorer, Voice access, and Windows Search All PCs, eventually: Taskbar improvements, Administrator Protection (off by default), Quality updates Heading into Ignite next week, Microsoft cites recent security wins in Windows 11 and Surface First 26H1 build comes to Canary to prove that there will be nothing new in it, ever Qualcomm takes a one-time $5.7 billion hit thanks to Big Stupid Bill but still nails it in quarterly earnings Microsoft WSJ continues its Microsoft financial accountability criticisms Also reports that internal documents state OpenAI expects to lose $74 billion in 2028, the year Anthropic will break even If Paul starts a business and it loses money for three years in a row, it becomes a hobby. So WTF is OpenAI exactly? AI Microsoft AI creates a Superintelligence team as a sort-of alternative to AGI Microsoft launched .NET 10 at .NET Conf on Tuesday - Plus, Visual Studio 2026 with a new monthly release schedule and Insider versions going forward Double-digit performance improvements again, somehow Uno announced Uno Platform Studio 2.0 with a fun surprise for Paul: They upgraded the original WPF version of .NETpad into a cross platform app in 3 minutes! There will be a demo on Thursday .NETpad is transitioning to WinUIpad with the Windows App SDK rewrite. It is going poorly because Windows App SDK is terrible, cannot be open sourced quickly enough Xbox Steam announces a new videogame console, the Steam Machine! Backbone Pro Xbox Edition is now available Fallout 4 Anniversary Edition is here with with Xbox Play Anywhere support, Creations Halo: Campaign Evolved is coming, so Halo: Infinite becomes a lot more finite Call of Duty Black Ops 6 player on PC? Hope you enjoyed that 180 GB "update" you had to install before playing a year-old game (also got a 6.7 GB update Wednesday. For the love of God) GTA VI has been delayed yet again as it edges into Duke Nukem Forever territory Sony has now sold over 84 million PS5 consoles, meaning it has outsold every Xbox generation ever made Sony is selling a 27-inch gaming display in the U.S. and Japan Tips & picks Tip of the week: Solving the problem over identifying the problem App pick of the week: Tiny11 Builder RunAs Radio this week: Azure Resiliency with Chris Ayers Brown liquor pick of the week: Kyoto Whisky Kuro-Obi Black Belt Blended Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: bitwarden.com/twit outsystems.com/twit auraframes.com/ink zapier.com/windows

Assembled is the AI customer support platform powering hundreds of modern enterprises including Stripe, Robinhood, Salesforce, and Ashley Furniture. The company's largest customer operates a 20,000-person contact center. With products spanning AI chat and voice agents that resolve 70-80% of tickets to sophisticated workforce management and forecasting systems, Assembled's core thesis challenges the industry narrative: the best support teams orchestrate humans and AI in perfect balance rather than replacing one with the other. In a recent episode of Category Visionaries, we sat down with Ryan Wang, CEO and Co-Founder of Assembled, to explore the company's journey from eight months to first customer to becoming the infrastructure behind customer experiences at scale. Topics Discussed: The reality gap between AI support demos and production deployment Why sophisticated buyers now demand quality benchmarks and latency metrics over feature lists The hidden complexity in contact center work: KYC compliance, fraud review, and multi-system workflows How the Klarna "fire everyone" approach failed and what it reveals about the market Patrick and John Collison's all-company support rotations at Stripe The product-market fit question that ended six months of wrong direction Enterprise destiny baked into early product decisions Converting LinkedIn discomfort into a systematic storytelling engine Path dependence from workforce management to AI automation products Why customer support problems rhyme with operations challenges across industries GTM Lessons For B2B Founders: Quality-first positioning wins when buyers move past demo amazement: Ryan observed a critical market shift. Sophisticated buyers now run rigorous bake-offs with training data variability and ask for latency metrics, quality benchmarks, and production performance data. The last three AI deals Assembled closed required detailed competitive evaluations. When messaging emphasizes cost reduction over quality improvement, you lose credibility with buyers who understand that turning off support entirely would be free—they're investing in lifetime value and loyalty creation. Position around the buyer's actual objective hierarchy: quality first, efficiency as validation. The product-market fit question that encodes your entire GTM strategy: Ryan's co-founder asked prospects "What is software that you must have or you hate your options?" This single question revealed multiple strategic insights simultaneously: you're targeting painkillers in established categories, pursuing replacement sales against weak incumbents, and entering markets with demonstrated willingness to pay. For Assembled, this naturally surfaced workforce management—a must-have category with Windows 95-era tools serving 20,000-person teams. The question's elegance is how it filters for product-market fit and GTM approach in one conversation. Access the best through respect signals, not connections: When hiring his first engineering executive at 15 people, Ryan got an introduction to a former VP of Engineering at Facebook, then explicitly signaled time respect: requested only 15 minutes, clarified he wasn't recruiting, offered availability "Saturday 8pm or anytime," and had specific questions prepared. The call happened at an odd Saturday time. The insight wasn't just learning about "Dual Lands" leadership (a Magic: The Gathering reference)—it was understanding how exceptional minds construct mental models. You can reach these people through investor networks or multi-hop introductions, but earning their time requires demonstrating you'll use it surgically. Recognize when you're not "the company" to avoid strategic errors: A top recruiting firm told Ryan "you're not Stripe, so you can't sell people like you're Stripe." At any moment, one Silicon Valley company occupies a unique position—Stripe then, OpenAI now—where normal rules don't apply. That company can eliminate product managers, remove all titles, or make unconventional demands. Understanding you're not in that position prevents catastrophic hiring missteps. Ryan had to recalibrate from Stripe-era patterns where his recruiter became Anthropic's president and his onboarding buddy became OpenAI's president. Your positioning must match your actual market gravity, not your aspirational tier. Systematize founder storytelling to compound credibility: Ryan solved founder marketing discomfort by reframing from self-promotion to being an intermediary—sharing customer stories from Armenia, banking conferences, and global contact centers rather than broadcasting opinions. The system: Friday morning sessions with prompts ("interesting things from this week," "near-death moments," "challenges from 1-10M to 10-20M ARR," "why London now?"), team filters for compelling angles, three drafts weekly, then editing. The Science of Storytelling principles apply: narratives demonstrating lived experience build more credibility than thought leadership. This creates a flywheel where audience members surface their own stories in comments and DMs, feeding future content. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role.  Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Circle CFO Jeremy Fox-Geen talks with TITV Host Akash Pasricha about USDC's 108% growth and the possibility of a native token for the ARC blockchain. We also talk with The Information's Stephanie Palazzolo about Neolabs, the new group of AI startups that have raised $2.5 billion to challenge OpenAI and Anthropic. Sam Lessin, General Partner at Slow Ventures, gives us an inside look at his Etiquette Finishing School for founders, and we get into the enterprise AI agent turf war with The Information's Aaron Holmes.Articles discussed on this episode:https://www.theinformation.com/articles/snowflake-sierra-every-enterprise-software-firm-selling-ai-agentshttps://www.theinformation.com/articles/investors-chase-neolabs-outflank-openai-anthropicTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Windows 11 just got its most noticeable Start menu revamp in a while, but is it a productivity boost or just more Microsoft meddling? The team digs into Patch Tuesday's big surprises and whether generative tools are transformative essentials or just a passing fad. Windows 11 Patch Tuesday was yesterday, your new Start menu is right where Microsoft left it Copilot+ PCs: Improvements to Click to Do, File Explorer, Voice access, and Windows Search All PCs, eventually: Taskbar improvements, Administrator Protection (off by default), Quality updates Heading into Ignite next week, Microsoft cites recent security wins in Windows 11 and Surface First 26H1 build comes to Canary to prove that there will be nothing new in it, ever Qualcomm takes a one-time $5.7 billion hit thanks to Big Stupid Bill but still nails it in quarterly earnings Microsoft WSJ continues its Microsoft financial accountability criticisms Also reports that internal documents state OpenAI expects to lose $74 billion in 2028, the year Anthropic will break even If Paul starts a business and it loses money for three years in a row, it becomes a hobby. So WTF is OpenAI exactly? AI Microsoft AI creates a Superintelligence team as a sort-of alternative to AGI Microsoft launched .NET 10 at .NET Conf on Tuesday - Plus, Visual Studio 2026 with a new monthly release schedule and Insider versions going forward Double-digit performance improvements again, somehow Uno announced Uno Platform Studio 2.0 with a fun surprise for Paul: They upgraded the original WPF version of .NETpad into a cross platform app in 3 minutes! There will be a demo on Thursday .NETpad is transitioning to WinUIpad with the Windows App SDK rewrite. It is going poorly because Windows App SDK is terrible, cannot be open sourced quickly enough Xbox Steam announces a new videogame console, the Steam Machine! Backbone Pro Xbox Edition is now available Fallout 4 Anniversary Edition is here with with Xbox Play Anywhere support, Creations Halo: Campaign Evolved is coming, so Halo: Infinite becomes a lot more finite Call of Duty Black Ops 6 player on PC? Hope you enjoyed that 180 GB "update" you had to install before playing a year-old game (also got a 6.7 GB update Wednesday. For the love of God) GTA VI has been delayed yet again as it edges into Duke Nukem Forever territory Sony has now sold over 84 million PS5 consoles, meaning it has outsold every Xbox generation ever made Sony is selling a 27-inch gaming display in the U.S. and Japan Tips & picks Tip of the week: Solving the problem over identifying the problem App pick of the week: Tiny11 Builder RunAs Radio this week: Azure Resiliency with Chris Ayers Brown liquor pick of the week: Kyoto Whisky Kuro-Obi Black Belt Blended Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: bitwarden.com/twit outsystems.com/twit auraframes.com/ink zapier.com/windows

Who owns the future of the Democratic Party? That's the question on everyone's mind since last Tuesday night—when the richest city in America elected 34-year-old democratic socialist Zohran Mamdani as its mayor. You can see Mamdani's win as a one-off—a charismatic contender facing a rival mired in controversy. But the other way to see it is as emblematic of something larger: a sign about the state—and future—of the left.  Here was a candidate promising to solve the affordability crisis with free childcare, free buses, rent freezes, and even government-run grocery stores. And despite the socialist bent, most establishment Democrats fell in line to support him—from Kathy Hochul and Hakeem Jeffries to Barack Obama, who reportedly called Mamdani to offer himself as a sounding board. If that's true—if Mamdani is the new standard-bearer for Democrats in the way Obama once was—then where does that leave someone like Senator John Fetterman? The Pennsylvania senator didn't just withhold his endorsement—he went so far as to say that socialism is not the future of the Democratic Party. It's an interesting stance, given that just a few years ago, Fetterman ran a progressive Senate campaign focused on reforming criminal justice,  legalizing marijuana, and raising the minimum wage. He was backed by AOC and Bernie Sanders. The right even called him a “silver-spoon socialist.” Then came his near-fatal stroke on the day of his Democratic primary—followed by calls from both sides to drop out. Instead, he stayed in the race and won, flipping a GOP Senate seat. Since coming to Congress, Fetterman has stood out—and not just because he's six-foot-eight. He's shown strong support for Israel, a departure from many in his party. He's said Democrats mishandled border security under Biden. He praised the president for his peace deal in Gaza—and even met with him in Mar-a-Lago. He's also publicly blamed Democrats for the government shutdown, saying: “I follow country, then party.” He refused to “play chicken with the food security of 42 million Americans,” and voted 15 times with Republicans to reopen Washington. On Sunday night, the Senate finally voted to reopen the governement—but only after 40 days of missed paychecks, travel chaos, and millions at risk of losing SNAP benefits. It was just the latest litmus test for Democrats, highlighting the divide between the centrists and the progressives—between, for lack of better words, the Fetterman wing and the Mamdani wing. And now, Democrats may have to decide which impulse to run on—in 2026, and in 2028.Today, Bari asks John Fetterman about his decision to speak out against his own party; his recent dinner with Donald Trump—and the backlash that followed; the shutdown and whether he believes the Democratic Party is heading in the right direction; and finally, his new book Unfettered, which chronicles his journey to the Senate, his stroke, his battle with depression, and his time in office. The Free Press earns a commission from any purchases made through all book links in this article. Learn more about Anthropic's AI assistant Claude at: claude.ai/honestly Learn more about your ad choices. Visit megaphone.fm/adchoices

A.M. Edition for Nov. 11. Anthropic's business-first strategy means the AI start-up is likely to turn a profit years before its consumer-focused rival, OpenAI. WSJ tech reporter Sam Schechner explains what this says about the path to success in the AI race. Plus, Congress has voted to end the longest government shutdown in history, with Democrats descending into infighting. And WSJ editor Bertrand Benoit details how Europe is facing a frightening new reality of hybrid attacks, putting the continent somewhere between war and peace. Caitlin McCabe hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple is paying Google $1 billion because it failed at AI.

Plus, we look at why Anthropic is on track to beat OpenAI to a profit. And SoftBank sells its Nvidia stake for $5.8 billion. Caitlin McCabe hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Tom Furness—esteemed as the “Grandfather of VR”—brings seven decades of breakthrough invention, untold stories, and rare wisdom to the AI XR Podcast. In this episode, Tom traces the thread from making rocket fuel as a kid in North Carolina to pioneering the “Super Cockpit” for the Air Force, founding the HIT Lab, and launching 27+ spatial computing startups. His journey reminds us that big shifts in XR and AI are really about one thing: boosting the bandwidth between the brain and information.Listen as Charlie and Ted tease out practical lessons from Tom's career—how head-mounted displays and real-time simulation grew from a Pentagon skunkworks project to tools for pilots, surgeons, first responders, and kids who learn differently. Tom reveals how the “cockpit problem” was never about adding more gadgets, but about human-centered design—and why the next revolution in XR depends on soft skills, not just hardware. He shares how XR can teach memory, empathy, and “open the aperture” of the mind.Guest HighlightsInvented the Super Cockpit: the first immersive, wearable pilot interface, inspiring modern VR/AR.Founded the University of Washington HIT Lab; mentored a generation of XR founders and researchers.Championed headsets, tracking, spatial sound, and haptics in military, medical, education, humanitarian, and entertainment fields.Built VR tools for everything from the F-35 to “light schools” that boost learning and emotional intelligence.Advocates for XR's potential to unlock new forms of human growth and creativity—beyond the screen.News HighlightsStability AI and Anthropic win landmark copyright cases—courts rule AI model training as legal “fair use,” with distinctions for retaining source material.AI data centers drive up public power bills—the debate over who pays for tech's massive energy appetite heats up.Magic Leap alumni debut no-code AR platform—pushing toward mainstream AR creation, but will intent and timing finally align?Google adds Gemini to Maps—AI-powered natural language search changes real-world navigation and travel.Subscribe for weekly insider perspectives from veterans who aren't afraid to challenge Big Tech. New episodes every Tuesday. Watch full episodes on YouTube. Hosted on Acast. See acast.com/privacy for more information.

Anton Korinek, a professor of economics at the University of Virginia and newly appointed economist to Anthropic's Economic Advisory Council, Nathan Goldschlag, Director of Research at the Economic Innovation Group, and Bharat Chander, Economist at Stanford Digital Economy Lab, join Kevin Frazier, the AI Innovation and Law Fellow at the University of Texas School of Law and a Senior Editor at Lawfare, to sort through the myths, truths, and ambiguities that shape the important debate around the effects of AI on jobs. We discuss what happens when machines begin to outperform humans in virtually every computer-based task, how that transition might unfold, and what policy interventions could ensure broadly shared prosperity.These three are prolific researchers. Give them a follow to find their latest works.Anton: @akorinek on XNathan: @ngoldschlag and @InnovateEconomy on XBharat: X: @BharatKChandar, LinkedIn: @bharatchandar, Substack: @bharatchandar Hosted on Acast. See acast.com/privacy for more information.

Ev Randle is a General Partner @ Benchmark, one of the best funds in venture capital. In their latest fund, they have Mercor ($10BN valuation), Sierra ($10BN valuation), Firework ($4BN valuation), Legora ($2Bn valuation) and Langchain ($1.4Bn valuation). To put this in multiples on invested capital, that is a 60x, two 30x and two 20x. Before Benchmark, Ev was a Partner @ Kleiner Perkins and before Kleiner, Ev was an investor at Founders Fund and Bond.  AGENDA: 05:25 Biggest Investing Lessons from Peter Thiel, Mary Meeker and Mamoon Hamid 14:36 OpenAI Will Be a $TRN Company & OpenAI or Anthropic: Who Wins Coding? 22:27 Why We Should Not Focus on Margin But Gross Dollar Per Customer 30:25 Why AI Labs are the Biggest Threat to AI App Companies 44:26 Do Benchmark Fire Founders? If so… Truly the Best Partner? 54:38 People, Product, Market: Rank 1-3 and Why? 57:36 Why the Mega Funds Have Just Replaced Tiger 01:04:08 GC, Lightspeed and a16z Cannot Do 5x on Their Funds…  01:14:09 Single Biggest Threat to Benchmark  

Is it time to redefine the consulting playbook with AI as your new operating partner? From Cognizant's bold move with Anthropic to the shifting role of human consultants, the team looks at how embedded intelligence is reshaping strategy execution and value creation in professional services. This week, Pete Buer breaks down why Cognizant's enterprise-scale rollout of Claude AI to each of its 350,00 team members AND co-selling it is more than just a tech headline. It's a blueprint for AI as a transformational tool for how services are delivered.  Pete and Courtney also dig into what Digg founder and VC investor Kevin Rose's blunt take on which AI wearables he'll consider investing in signals acrosss the broader AI ecosystem.  And in our weekly roundtable segment, David and Mohan join Courtney to explore how an AI Operating Partner for professional services companies might not replace consultants, but rather elevate them, shifting their focus from analysis to storytelling, judgment, and client empathy. The real challenge? Avoiding the trap of AI-enabled mediocrity. What happens when analysts live in the cloud and consultants lead with wisdom? Tune in to this week's show to find out.  Download the Meeting Cadence Playbook: www.knownwell.com/meeting-cadence  Watch this episode on YouTube: https://youtu.be/iyL9G2bHZ0U 

In this episode of Run the Numbers, CJ Gustafson sits down with Colin Gardiner, General Partner at Yonder VC and former Chief Revenue and Product Officer at Outdoorsy, to unpack what really drives successful marketplace businesses. Colin shares lessons from scaling a peer-to-peer RV platform, where the biggest unlock came not from casual users but from power hosts optimizing utilization and yield through the SaaS tools they built. He introduces his “Marketplace Plus” investing framework—showing how layering SaaS and professional tools can transform a platform into an operating system—and where founders risk overreaching by taking on inventory or managing supply too tightly. The conversation dives deep into monetization, pricing psychology, take rates, and the fine balance between product-market fit and margin obsession, before zooming out to explore how AI and the decline of SEO are reshaping marketplace discovery.—LINKS:Colin on LinkedIn: https://www.linkedin.com/in/colingardiner/Company: https://www.yonder.vc/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:996 Culture, Exploding AI Bills & SaaS Chaoshttps://youtu.be/qhrxDL0gsRo“Keep the Take Rate Low” - Turo's Chuck Fisher on Scaling a Successful Peer-to-peerhttps://youtu.be/LKH8o1MjnZoThe Art of Stacking S-Curves: Olo's Winning Vertical SaaS Strategy with CFO Peter Benevideshttps://youtu.be/1X2VoYogj44—TIMESTAMPS:00:00:00 Intro and Guest Overview00:02:57 Sponsors – RightRev, Tipalti, and Aleph00:07:13 Outdoorsy and the RV Market00:10:33 Balancing Supply and Demand00:13:05 Marketplace Plus Model00:16:59 Sponsors – Fidelity Private Shares, Metronome, and Mercury00:21:45 Professionalizing Marketplaces00:24:10 Building Software, Insurance, and Financing Layers00:28:07 Avoiding Fully Managed Models00:32:34 Take Rates and Pricing Strategy00:35:00 Monetizing Both Sides00:37:06 Advertising and Marketplace Scale00:39:48 Marketplaces Meet Social Platforms00:42:36 AI and Marketplace Distribution00:45:54 AI Agents and Matchmaking00:47:03 When AI Becomes the Supply00:49:09 Negative Gross Margins and Scale00:53:04 Picking a Side – Supply or Demand00:54:35 Branding, Utilization, and Growth00:55:42 Closing and Credits—SPONSORS:RightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Metronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comMercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.com—#RunTheNumbersPodcast #MarketplaceStrategy #AIPoweredBusiness #SaaSModel #StartupFinance This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

Jen Abel is GM of Enterprise at State Affairs and co-founded Jellyfish, a consultancy that helps founders learn zero-to-one enterprise sales. She's one of the smartest people I've ever met on learning enterprise sales, and in this follow-up to our first chat two years ago (covering the zero to $1 million ARR founder-led sales phase), we focus on the skills founders need to learn to go from $1M to $10M ARR.We discuss:1. Why the “mid-market” doesn't exist2. Why tier-one logos like Stripe and Tesla counterintuitively make the best early customers3. The dangers of pricing your product at $10K-$20K4. Why you need to vision-cast instead of problem-solve to win enterprise deals5. Why services are the fastest way to get your foot in the door with enterprises6. How to find and work with design partners7. When to hire your first salesperson and what profile to look for—Brought to you by:WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUsLovable—Build apps by simply chatting with AICoda—The all-in-one collaborative workspace—Where to find Jen Abel:• X: https://x.com/jjen_abel• LinkedIn: https://www.linkedin.com/in/earlystagesales• Website: https://www.jjellyfish.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Welcome back, Jen!(04:38) The myth of the mid-market(08:08) Targeting tier-one logos(10:50) Vision-casting vs. problem-selling(15:35) The importance of high ACVs(20:45)  Don't play the small business game with an enterprise company(25:09) Design partners: the double-edged sword(28:11) Finding the right company(36:55) Enterprise sales: the art of the deal(43:21) The problem with channel partnerships(44:41) Quick summary(50:24) Hiring the right enterprise salespeople(56:49) Structuring sales compensation(01:01:01) Building relationships in enterprise sales(01:02:07) The art of cold outreach(01:07:31) Outbound tooling and AI(01:14:08) Lightning round and final thoughts—Referenced:• The ultimate guide to founder-led sales | Jen Abel (co-founder of JJELLYFISH): https://www.lennysnewsletter.com/p/master-founder-led-sales-jen-abel• Mario meme: https://www.linkedin.com/pulse/missing-meme-led-me-woman-johann-van-tonder-im6df• Kathy Sierra: https://en.wikipedia.org/wiki/Kathy_Sierra• Cursor: https://cursor.com• The rise of Cursor: The $300M ARR AI tool that engineers can't stop using | Michael Truell (co-founder and CEO): https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell• Justin Lawson on X: https://x.com/jjustin_lawson• Stripe: https://stripe.com• Building product at Stripe: craft, metrics, and customer obsession | Jeff Weinstein (Product lead): https://www.lennysnewsletter.com/p/building-product-at-stripe-jeff-weinstein• He saved OpenAI, invented the “Like” button, and built Google Maps: Bret Taylor on the future of careers, coding, agents, and more: https://www.lennysnewsletter.com/p/he-saved-openai-bret-taylor• OpenAI's CPO on how AI changes must-have skills, moats, coding, startup playbooks, more | Kevin Weil (CPO at OpenAI, ex-Instagram, Twitter): https://www.lennysnewsletter.com/p/kevin-weil-open-ai• Anthropic's CPO on what comes next | Mike Krieger (co-founder of Instagram): https://www.lennysnewsletter.com/p/anthropics-cpo-heres-what-comes-next• Linear: https://linear.app• Linear's secret to building beloved B2B products | Nan Yu (Head of Product): https://www.lennysnewsletter.com/p/linears-secret-to-building-beloved-b2b-products-nan-yu• Gemini: https://gemini.google.com• Microsoft Copilot: https://copilot.microsoft.com• How Palantir built the ultimate founder factory | Nabeel S. Qureshi (founder, writer, ex-Palantir): https://www.lennysnewsletter.com/p/inside-palantir-nabeel-qureshi• McKinsey & Company: https://www.mckinsey.com• Deloitte: https://www.deloitte.com• Accenture: https://www.accenture.com• Building a world-class sales org | Jason Lemkin (SaaStr): https://www.lennysnewsletter.com/p/building-a-world-class-sales-org• Peter Dedene on X: https://x.com/peterdedene• Hang Huang on X: https://x.com/HH_HangHuang• Hugo Alves on X: https://x.com/Ugo_alves• A step-by-step guide to crafting a sales pitch that wins | April Dunford (author of Obviously Awesome and Sales Pitch): https://www.lennysnewsletter.com/p/a-step-by-step-guide-to-crafting• Clay: https://www.clay.com• Apollo: https://www.apollo.io• Jason Lemkin on X: https://x.com/jasonlk• Gavin Baker on X: https://x.com/GavinSBaker• Jason Cohen on X: https://x.com/asmartbear• Baywatch on Prime Video: https://www.primevideo.com/detail/Baywatch/0NU9YS8WWRNQO1NZD5DOQ3I8W6• Playground: https://www.tryplayground.com• ClassDojo: https://www.classdojo.com• Jason Lemkin's post about Replit: https://x.com/jasonlk/status/1946069562723897802—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com