Podcasts about Anthropic

AI companies want all the data, everywhere, to make their models bigger and better. That means a lot of questions about piracy and copyright, and at least in one case it means Anthropic systematically destroying countless books just to feed them to the model. The Washington Post's Will Oremus joins the show to explain how that worked, why Anthropic, Meta, OpenAI and others are doing it, and what the law has to say. Then, Puck's Julia Alexander helps David figure out whether Netflix is serious about showing movies in theaters, and what theaters need to do to survive in the entertainment business going forward. Further reading: From The Washington Post: Anthropic ‘destructively' scanned millions of books to build Claude Anthropic wins a major fair use victory for AI — but it's still in trouble for stealing books Meta's AI copyright win comes with a warning about fair use Did AI companies win a fight with authors? Technically From Puck: Why Netflix Needs Warner Bros. Welcome to the big leagues, Netflix Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The episode opens with a sweeping look at the biggest retail stories shaping January. Amazon dominates the headlines again, this time with the closure of all Amazon Fresh grocery and Go stores and a renewed reliance on Whole Foods and online grocery. At the same time, Amazon is laying off tens of thousands of employees, part of a broader wave of cuts across retail and adjacent industries, including UPS, Home Depot, and Nike. The hosts explore whether this is a post-pandemic correction, an AI-driven efficiency shift, or an early signal of bigger structural change.The news turns to Saks Global's bankruptcy, in which most Saks off-price stores will be shut down. This is expected to benefit rivals like Nordstrom Rack and Bloomingdale's Outlet. Earnings signals offer a mixed outlook: LVMH posts weaker results, reinforcing concerns that luxury's recovery will be uneven, while Starbucks shows early signs of traction with traffic growth and the return of tiered loyalty rewards.The second half features an energetic, insight-rich discussion with fellow NRF Top Voices Billy May, Brooklinen's CEO, and David J Katz, EVP and CMO, Randa Apparel, recorded live in the Narvar podcasting studio on the NRF Big Show show floor in New York. Together, they explore how consumer behavior is changing, why value is now deeply contextual, and how trust has become the most fragile currency in retail. They discuss pricing strategy in an era of tariffs, geopolitical risk, and algorithmic pricing, warning that transparency and clarity matter more than ever.The group dives into AI reality—what's working, what's hype, and why AI should be treated as a power tool, not a decision-maker. They examine leadership in the post-COVID era, arguing that execution, speed, and disciplined focus now define winning organizations. Don't miss these rapid-fire takes on rising retailers and the future of the department store—listen now and join the conversation to stay ahead in retail's next chapter.The conversation then shifts to the week's remarkable stories. highlighting the staggering scale of AI investment, including Anthropic's rumored $350 billion valuation and Amazon's possible $50 billion stake in OpenAI. Michael reflects on growing wealth concentration in the U.S. and many developed countries, noting the economic and social implications. Looking around the corner, Steve unpacks TikTok's shifting algorithms, political influence concerns, and TikTok Shop's move to force sellers into its proprietary logistics network—changes that could reshape social commerce. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

Jonathan Siddharth is the founder and CEO of Turing, a $2.2 billion AI company that provides coding and reasoning data to train frontier models for OpenAI, Google, Meta, Anthropic and more. Turing's mission is to accelerate superintelligence to drive economic growth. In this episode of World of DaaS, Jonathan and Auren discuss:How Turing creates expert data for frontier modelsWhy SaaS is dying in the age of AI agentsDisrupting the $30 trillion market for digital knowledge workBuilding a stage five company cultureYou can find Auren Hoffman on X at @auren and Jonathan Siddharth on X at @jonsidd.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

What happens when AI bots get their own social network, Silicon Valley execs cozy up to power, and Apple takes a cut from creators? This week's panel calls out the bold, bizarre, and often problematic ways tech's biggest players are reshaping everything from AI assistants to your everyday privacy. There's a social network for AI agents, and it's getting weird Moltbook is the most interesting place on the internet right now Exposed Moltbook Database Let Anyone Take Control of Any AI Agent on the Site Pentagon clashes with Anthropic over military AI use, sources say Salesforce signs $5.6B deal to inject agentic AI into the US Army Angry Norfolk residents lose lawsuit to stop Flock license plate scanners SpaceX wants to put 1 million solar-powered data centers into orbit Elon Musk reportedly wants a June SpaceX IPO to align with his birthday, the planets Tesla hits a grim milestone: its second straight year of decline Tesla says production-ready Optimus robot is coming soon Microsoft reports strong cloud earnings in Q2 as gaming declines What We Learned From Meta, Microsoft and Tesla Apple tells Patreon to move creators to in-app purchase for subscriptions by November Apple CEO Tim Cook 'heartbroken' after repeated ICE killings in Minneapolis A rival smart glasses company is suing Meta over its Ray-Ban products TikTok, YouTube, and Meta are headed to court for a landmark trial over social media addiction The 'Social Media Addiction' Narrative May Be More Harmful Than Social Media Itself TikTok users freak out over app's 'immigration status' collection — here's what it means A Waymo hit a child near an elementary school in Santa Monica Autonomous cars, drones cheerfully obey prompt injection by road sign Samsung's TriFold phone will cost $2,899 in the US Groundhogs are bad at predicting weather, but they're valuable animal engineers Satellites encased in wood are in the works Belkin reminds users that its Wemo smart home products are shutting down this week Host: Leo Laporte Guests: Gary Rivlin, Devindra Hardawar, and Victoria Song Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: monarch.com with code TWIT Melissa.com/twit helixsleep.com/twit canary.tools/twit - use code: TWIT expressvpn.com/twit

More than 1 million AI agents joined a no-humans-allowed social network. Fun? Or Dangerous?

M.G. Siegler of Spyglass is back for our monthly tech news discussion. M.G. joins us to discuss Moltbook, the new Reddit-style social network where 150,000 AI agents are chatting, upvoting, and even proposing their own private language to keep humans out. Tune in to hear whether this is a preview of the singularity or just elaborate role-play—and why the security vulnerabilities are genuinely concerning. We also cover NVIDIA quietly backing away from its $100 billion OpenAI deal, Apple's record quarter that Wall Street shrugged off, and OpenAI's race to IPO before Anthropic (with Elon potentially beating them both). Hit play for a conversation about where AI is heading and what it means when the bots start talking to each other. Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when AI bots get their own social network, Silicon Valley execs cozy up to power, and Apple takes a cut from creators? This week's panel calls out the bold, bizarre, and often problematic ways tech's biggest players are reshaping everything from AI assistants to your everyday privacy. There's a social network for AI agents, and it's getting weird Moltbook is the most interesting place on the internet right now Exposed Moltbook Database Let Anyone Take Control of Any AI Agent on the Site Pentagon clashes with Anthropic over military AI use, sources say Salesforce signs $5.6B deal to inject agentic AI into the US Army Angry Norfolk residents lose lawsuit to stop Flock license plate scanners SpaceX wants to put 1 million solar-powered data centers into orbit Elon Musk reportedly wants a June SpaceX IPO to align with his birthday, the planets Tesla hits a grim milestone: its second straight year of decline Tesla says production-ready Optimus robot is coming soon Microsoft reports strong cloud earnings in Q2 as gaming declines What We Learned From Meta, Microsoft and Tesla Apple tells Patreon to move creators to in-app purchase for subscriptions by November Apple CEO Tim Cook 'heartbroken' after repeated ICE killings in Minneapolis A rival smart glasses company is suing Meta over its Ray-Ban products TikTok, YouTube, and Meta are headed to court for a landmark trial over social media addiction The 'Social Media Addiction' Narrative May Be More Harmful Than Social Media Itself TikTok users freak out over app's 'immigration status' collection — here's what it means A Waymo hit a child near an elementary school in Santa Monica Autonomous cars, drones cheerfully obey prompt injection by road sign Samsung's TriFold phone will cost $2,899 in the US Groundhogs are bad at predicting weather, but they're valuable animal engineers Satellites encased in wood are in the works Belkin reminds users that its Wemo smart home products are shutting down this week Host: Leo Laporte Guests: Gary Rivlin, Devindra Hardawar, and Victoria Song Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: monarch.com with code TWIT Melissa.com/twit helixsleep.com/twit canary.tools/twit - use code: TWIT expressvpn.com/twit

What happens when AI bots get their own social network, Silicon Valley execs cozy up to power, and Apple takes a cut from creators? This week's panel calls out the bold, bizarre, and often problematic ways tech's biggest players are reshaping everything from AI assistants to your everyday privacy. There's a social network for AI agents, and it's getting weird Moltbook is the most interesting place on the internet right now Exposed Moltbook Database Let Anyone Take Control of Any AI Agent on the Site Pentagon clashes with Anthropic over military AI use, sources say Salesforce signs $5.6B deal to inject agentic AI into the US Army Angry Norfolk residents lose lawsuit to stop Flock license plate scanners SpaceX wants to put 1 million solar-powered data centers into orbit Elon Musk reportedly wants a June SpaceX IPO to align with his birthday, the planets Tesla hits a grim milestone: its second straight year of decline Tesla says production-ready Optimus robot is coming soon Microsoft reports strong cloud earnings in Q2 as gaming declines What We Learned From Meta, Microsoft and Tesla Apple tells Patreon to move creators to in-app purchase for subscriptions by November Apple CEO Tim Cook 'heartbroken' after repeated ICE killings in Minneapolis A rival smart glasses company is suing Meta over its Ray-Ban products TikTok, YouTube, and Meta are headed to court for a landmark trial over social media addiction The 'Social Media Addiction' Narrative May Be More Harmful Than Social Media Itself TikTok users freak out over app's 'immigration status' collection — here's what it means A Waymo hit a child near an elementary school in Santa Monica Autonomous cars, drones cheerfully obey prompt injection by road sign Samsung's TriFold phone will cost $2,899 in the US Groundhogs are bad at predicting weather, but they're valuable animal engineers Satellites encased in wood are in the works Belkin reminds users that its Wemo smart home products are shutting down this week Host: Leo Laporte Guests: Gary Rivlin, Devindra Hardawar, and Victoria Song Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: monarch.com with code TWIT Melissa.com/twit helixsleep.com/twit canary.tools/twit - use code: TWIT expressvpn.com/twit

What happens when AI bots get their own social network, Silicon Valley execs cozy up to power, and Apple takes a cut from creators? This week's panel calls out the bold, bizarre, and often problematic ways tech's biggest players are reshaping everything from AI assistants to your everyday privacy. There's a social network for AI agents, and it's getting weird Moltbook is the most interesting place on the internet right now Exposed Moltbook Database Let Anyone Take Control of Any AI Agent on the Site Pentagon clashes with Anthropic over military AI use, sources say Salesforce signs $5.6B deal to inject agentic AI into the US Army Angry Norfolk residents lose lawsuit to stop Flock license plate scanners SpaceX wants to put 1 million solar-powered data centers into orbit Elon Musk reportedly wants a June SpaceX IPO to align with his birthday, the planets Tesla hits a grim milestone: its second straight year of decline Tesla says production-ready Optimus robot is coming soon Microsoft reports strong cloud earnings in Q2 as gaming declines What We Learned From Meta, Microsoft and Tesla Apple tells Patreon to move creators to in-app purchase for subscriptions by November Apple CEO Tim Cook 'heartbroken' after repeated ICE killings in Minneapolis A rival smart glasses company is suing Meta over its Ray-Ban products TikTok, YouTube, and Meta are headed to court for a landmark trial over social media addiction The 'Social Media Addiction' Narrative May Be More Harmful Than Social Media Itself TikTok users freak out over app's 'immigration status' collection — here's what it means A Waymo hit a child near an elementary school in Santa Monica Autonomous cars, drones cheerfully obey prompt injection by road sign Samsung's TriFold phone will cost $2,899 in the US Groundhogs are bad at predicting weather, but they're valuable animal engineers Satellites encased in wood are in the works Belkin reminds users that its Wemo smart home products are shutting down this week Host: Leo Laporte Guests: Gary Rivlin, Devindra Hardawar, and Victoria Song Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: monarch.com with code TWIT Melissa.com/twit helixsleep.com/twit canary.tools/twit - use code: TWIT expressvpn.com/twit

Nathan Lambert and Sebastian Raschka are machine learning researchers, engineers, and educators. Nathan is the post-training lead at the Allen Institute for AI (Ai2) and the author of The RLHF Book. Sebastian Raschka is the author of Build a Large Language Model (From Scratch) and Build a Reasoning Model (From Scratch). Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep490-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/ai-sota-2026-transcript CONTACT LEX: Feedback – give feedback to Lex: https://lexfridman.com/survey AMA – submit questions, videos or call-in: https://lexfridman.com/ama Hiring – join our team: https://lexfridman.com/hiring Other – other ways to get in touch: https://lexfridman.com/contact SPONSORS: To support this podcast, check out our sponsors & get discounts: Box: Intelligent content management platform. Go to https://box.com/ai Quo: Phone system (calls, texts, contacts) for businesses. Go to https://quo.com/lex UPLIFT Desk: Standing desks and office ergonomics. Go to https://upliftdesk.com/lex Fin: AI agent for customer service. Go to https://fin.ai/lex Shopify: Sell stuff online. Go to https://shopify.com/lex CodeRabbit: AI-powered code reviews. Go to https://coderabbit.ai/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ OUTLINE: (00:00) – Introduction (01:39) – Sponsors, Comments, and Reflections (16:29) – China vs US: Who wins the AI race? (25:11) – ChatGPT vs Claude vs Gemini vs Grok: Who is winning? (36:11) – Best AI for coding (43:02) – Open Source vs Closed Source LLMs (54:41) – Transformers: Evolution of LLMs since 2019 (1:02:38) – AI Scaling Laws: Are they dead or still holding? (1:18:45) – How AI is trained: Pre-training, Mid-training, and Post-training (1:51:51) – Post-training explained: Exciting new research directions in LLMs (2:12:43) – Advice for beginners on how to get into AI development & research (2:35:36) – Work culture in AI (72+ hour weeks) (2:39:22) – Silicon Valley bubble (2:43:19) – Text diffusion models and other new research directions (2:49:01) – Tool use (2:53:17) – Continual learning (2:58:39) – Long context (3:04:54) – Robotics (3:14:04) – Timeline to AGI (3:21:20) – Will AI replace programmers? (3:39:51) – Is the dream of AGI dying? (3:46:40) – How AI will make money? (3:51:02) – Big acquisitions in 2026 (3:55:34) – Future of OpenAI, Anthropic, Google DeepMind, xAI, Meta (4:08:08) – Manhattan Project for AI (4:14:42) – Future of NVIDIA, GPUs, and AI compute clusters (4:22:48) – Future of human civilization

A wave of late-January moves sharpens the picture of the AI race: OpenAI quietly accelerates IPO plans under competitive pressure, Amazon weighs a massive OpenAI investment, Apple places a $2B hardware-first AI bet, and Elon Musk explores consolidating xAI with SpaceX and Tesla. Together, the stories point to a market now driven as much by capital strategy and control as by model capability. In the headlines: Google opens Genie 3 world models, OpenAI's Sora app shows heavy churn, Perplexity signs a major Microsoft cloud deal, and Anthropic clashes with the Pentagon over military AI limits. Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rackspace AI Launchpad - Build, test and scale intelligent workloads faster - ⁠⁠http://rackspace.com/ailaunchpad⁠⁠Zencoder - From vibe coding to AI-first engineering - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://zencoder.ai/zenflow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Optimizely Opal - The agent orchestration platform build for marketers - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.optimizely.com/theaidailybrief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Section - Build an AI workforce at scale - ⁠⁠⁠⁠⁠⁠⁠⁠https://www.sectionai.com/⁠⁠⁠⁠⁠⁠⁠⁠LandfallIP - AI to Navigate the Patent Process - https://landfallip.com/Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? sponsors@aidailybrief.ai

Financial Times San Francisco Bureau Chief Stephen Morris joins for our weekly discussion of the latest tech news. We cover: 1) Anthropic's $20 billion fundraising round 2) OpenAI is looking at $100 billion in funding 3) Amazon alone might put $50 billion in OpenAI 4) When does the money run out? 5) The rise of Clawdbot/Moltbot 6) Meta and Microsoft beat on earnings but go in separate directions 7) The market has no idea what to do with the AI trade 8) Apple's historic quarter 9) Amazon lays off 16,000 10) SpaceX IPO in June? 11) Why a SpaceX and xAI merger could make sense --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

As Meta and Microsoft report earnings, markets are sending a mixed but revealing signal about AI: this doesn't look like a classic bubble fear so much as a judgment about who's winning the AI narrative. Meta is rewarded for aggressive spending paired with visible revenue impact, while Microsoft is punished for caution and slowing cloud growth despite massive backlog demand. The takeaway isn't that investors are fleeing AI—it's that they're increasingly selective about which AI stories they believe will convert spending into growth. In the headlines: SoftBank eyes another $30B into OpenAI, ServiceNow deepens its Anthropic partnership, Microsoft scrambles to respond to Claude Cowork, Google upgrades Chrome with agentic browsing, and Tesla invests $2B into xAI.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Zencoder - From vibe coding to AI-first engineering - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://zencoder.ai/zenflow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Optimizely Opal - The agent orchestration platform build for marketers - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.optimizely.com/theaidailybrief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Section - Build an AI workforce at scale - ⁠⁠⁠⁠⁠⁠https://www.sectionai.com/⁠⁠⁠⁠⁠⁠LandfallIP - AI to Navigate the Patent Process - https://landfallip.com/Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? sponsors@aidailybrief.ai

Plus: OpenAI plans a fourth-quarter IPO in the race to beat Anthropic to market. And investor concerns over future component costs overshadow Apple's blowout iPhone sales. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Friday Deploy, Andrew and Ben dive into the viral Moltbot (now OpenClaw) phenomenon and Steve Yegge's Software Survival 3.0 essay, debating how SaaS companies can build moats in an era of token-constrained engineering. They also explore the concept of "Dark Flow" - a deceptive state where vibe coding feels productive but hides accumulated tech debt - and break down Anthropic's newly released constitution for Claude. Finally, the team discusses a Reddit user's claim to have ported CUDA to AMD in 30 minutes and shares a fascinating breakdown of podcast listening data.LinearB: The AI productivity platform for engineering leadersFollow the show:Subscribe to our Substack Follow us on LinkedInSubscribe to our YouTube ChannelLeave us a ReviewFollow the hosts:Follow AndrewFollow BenFollow DanFollow today's stories:OpenClawSoftware Survival 3.0Breaking the Spell of Vibe CodingClaude's new constitutionClaude Code Has Managed to Port NVIDIA's CUDA Backend to ROCmMy Top 25 Podcast Episodes & Interviews from 2025 by IPM (Insights Per Minute)OFFERS Start Free Trial: Get started with LinearB's AI productivity platform for free. Book a Demo: Learn how you can ship faster, improve DevEx, and lead with confidence in the AI era. LEARN ABOUT LINEARB AI Code Reviews: Automate reviews to catch bugs, security risks, and performance issues before they hit production. AI & Productivity Insights: Go beyond DORA with AI-powered recommendations and dashboards to measure and improve performance. AI-Powered Workflow Automations: Use AI-generated PR descriptions, smart routing, and other automations to reduce developer toil. MCP Server: Interact with your engineering data using natural language to build custom reports and get answers on the fly.

Danny and Ritu dive deep into Anthropic's new Cowork feature in Claude Desktop - the good, the bad, and the ugly. Ritu shares a cautionary tale about file deletion gone wrong, while Danny demonstrates his custom skills pack that protects users from common pitfalls. What You'll Learn: What Cowork is and how it differs from Claude Code and Claude Desktop Why the rm -rf command can permanently delete your files (and how to prevent it) How to set up deny lists in your Claude settings to protect critical files The power of skills and bootstrap files for consistent, reliable outputs Decision panels: letting Claude guide you through complex choices Cascade skills: research to article to slides in one automated flow Key Timestamps: 00:00 - Introduction to Cowork 02:13 - Ritu's file deletion disaster story 08:37 - Understanding rm vs rm -rf commands 10:01 - Setting up deny lists for protection 16:00 - Evolution from Claude Desktop to Claude Code to Cowork 25:55 - Skills deep dive: orchestrator, quality gate, flow state 39:48 - Research cascade skill demonstration 43:18 - Decision panels walkthrough 48:58 - 2026 predictions: Ambient AI and pixel-free interfaces Resources Mentioned: Danny's Skills Pack (available to listeners) Typora - Markdown editor ($14 lifetime) Time Machine backup for Mac users Git for version control Connect with Ritu Java: LinkedIn Connect with Danny McMillan: LinkedIn | Seller Sessions

In this episode, we talk about Anthropic's new Co-Work plugins for enterprise users, designed to automate specialized tasks and streamline workflows. We also discuss the major $3 billion lawsuit filed against Anthropic by music publishers, alleging copyright infringement of 20,000 musical works.             　　　　　Links　　　　　　　　　　• Get the top 40+ AI Models for $20 at AI Box: https://aibox.ai 　　　　　     • AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer 　　　　　     • Join my AI Hustle Community: https://www.skool.com/aihustle

In this episode of Cybersecurity Today, host Jim Love explores the burgeoning world of actionable AI agents, examining key developments from companies like Google and Anthropic. The episode delves into the rapid rise of MoltBot, an open-source AI agent tool that has taken the developer community by storm. Jim also highlights the significant security concerns associated with these advanced AI systems, including delegated control, exposable credentials, and the potential for real-world consequences due to misuse. The podcast wraps up with a discussion on the future implications of these technologies and a preview of upcoming research by David Shipley from Beauceron Security on phishing. Brought to you with the support of Meter, delivering integrated networking solutions for optimized performance and scale. Cybersecurity Today would like to thank Meter for their support in bringing you this podcast. Meter delivers a complete networking stack, wired, wireless and cellular in one integrated solution that's built for performance and scale. You can find them at Meter.com/cst 00:00 Introduction and Sponsor Message 00:24 Emerging AI Agents: Google and Anthropic 01:59 The Rise of Molt Bot 07:51 Security Concerns with AI Agents 11:09 Looking Ahead: The Future of AI Agents 13:47 Conclusion and Upcoming Episodes

In this episode, we break down the latest volatility across digital asset markets, unpacking the potential drivers behind Bitcoin's recent sell-off and what it may signal for market structure and risk appetite. We also review the evolving landscape for crypto related IPOs, Anthropic's recent capital raise, and Gartner's warning on rising AI platform fragmentation driven by national sovereignty, regulation, and geopolitics. Further, we unpack the hyperscalers' battle for first party silicon, infrastructure, and software integration.  To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com  Legal Disclaimer  This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

Chuck Zodda and Mike Armstrong discuss Trump picking Kevin Warsh as Fed Chair. What do we know about Warsh's past with the Fed? Is he the right pick? Senator Tillis will oppose Trump Fed Chair pick Warsh until Powell probe resolved. Why does this matter? Apple posts blowout iPhone sales, but investors focus on higher costs. OpenAI plans fourth-quarter IPO in race to beat Anthropic to market.

問：高收入與低收入國家在 AI 使用習慣上有何不同？ 答：高收入地區的使用者傾向直接將 AI 應用於工作流程，以提高生產力並避免被淘汰；而低發展國家的使用者則較多將其視為學習與自我增值的工具，在職場上的直接使用壓力相對較小。問：何謂「鏡像效應」(Mirror Effect)？ 答：這是一種互動現象，指 AI 給出的答案水準取決於使用者提問的水平。若以博士級別的角度提問，AI 會提供博士級的內容；若以小學生程度提問，得到的反應亦會停留在該層次。問：在 AGI 可能於 2026 年出現的背景下，人類應具備什麼關鍵能力？ 答：關鍵在於「表達能力」(Articulation)，即能否以精確且具備層次的語言描述需求。人類的角色將轉變為「監督者」(Supervisor)，負責宏觀指揮與風險監管，而不僅僅是執行任務。問：人類的記憶與 AI 的大型語言模型有何本質區別？ 答：人類擁有強大的「壓縮」(Compression) 與「結晶」(Crystallization) 能力，能將數十年的經驗濃縮成可隨時提取的智慧。AI 雖然擅長短期硬記憶，但人類能建立獨特的「知識之樹」，將不同範疇的資訊產生深刻連結。問：面對 AI 自動化的趨勢，職場人士應如何調整自我增值策略？ 答：應專注於核心基本功，並主動跨足不同範疇以建立連結。當 AI 取代低層次的重複性工作（如校對或初步剪輯）時，人類應提升至編輯、策劃或發掘故事等更高價值的工作層面，讓學習成為高增值的經濟活動。 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit leesimon.substack.com/subscribe

This week, Scott sat down with his Lawfare colleagues Alan Rozenshtein, Eric Columbus, and Molly Roberts for a deep dive into two of the week's big national security news stories:“Slipping Down the Slope.” Last week's killing of 37-year-old ICU nurse Alex Pretti by Border Patrol agents in Minneapolis, Minnesota, has triggered what increasingly appears to be a national backlash against the Trump administration's immigration policies and ICE's violent tactics. Republicans and Democrats alike have been increasingly public in their criticism of the administration's actions—and, in particular, DHS Secretary Kristi Noem—while state officials have begun exploring more legal avenues for pushing back against federal officials. The Trump administration, meanwhile, may be shifting tack, as it has replaced Border Patrol commander-at-large Greg Bovino with immigration czar Tom Homan on the ground in Minneapolis and adopted a more conciliatory tone. Is this a real turning point for the Trump administration's flagship policy? Or more of a feint?“Now We're Just Waiting on Artificial Strength, Dexterity, Wisdom, and Charisma.” Last week, the artificial intelligence company Anthropic released what it's calling a “constitution” for its premier AI model, Claude. The constitution seeks to instill a moral framework, value system, and even a personality in the AI model, taking an unprecedented step in both private AI governance and AI personhood. How does Claude's constitution factor into broader discussions about AI development and regulating how models should interact with users?In object lessons, Eric sticks to classic Rational Security orthodoxy by recommending an actual, physical object: his wife's beloved migraine-slaying device, The Tingler. Alan flagrantly violates the show's informal norms with a repeat recommendation—season 2 of The Night Manager (plus some unsolicited fawning over Tom Hiddleston). Scott, desperate for warmth, throws the rulebook into the fire with a double object lesson: 1) Metro's Fire Snake to satisfy your basic human need for fire, and 2) long underwear to satisfy your base-layer needs. And Molly restores order with a hat that truly captures how we're all feeling: America is in trouble, and we're tired.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.

In early 2024, executives at artificial intelligence start-up Anthropic ramped up an ambitious project they sought to keep quiet. It was code-named Project Panama, and internal documents filed in court described it as an “effort to destructively scan all the books in the world.”According to the filings, the company had spent tens of millions of dollars to acquire and slice the spines off potentially millions of books, before scanning their pages to feed knowledge into the AI models behind products such as Claude, its popular chatbot. A judge ruled this fair use.Details of Project Panama emerged in more than 4,000 pages of documents in a copyright lawsuit brought by book authors against Anthropic. The company agreed to pay $1.5 billion to settle the case in August – but a district judge's decision last week to unseal a slew of documents in the case more fully revealed Anthropic's zealous pursuit of books.Today on “Post Reports,” technology reporter Will Oremus explains the lengths to which AI firms such as Anthropic, Meta, Google and OpenAI went to obtain colossal troves of data with which to “train” their software – a frantic and sometimes clandestine race to acquire the collected works of humanity. He and host Martine Powers discuss how AI companies' efforts sometimes might have crossed over into the illegal, and how authors and artists might fare in an AI-centered future. Today's show was produced by Rennie Svirnovskiy. It was edited by Dennis Funk and mixed by Sam Bair.Subscribe to The Washington Post here.

This week, Scott sat down with his Lawfare colleagues Alan Rozenshtein, Eric Columbus, and Molly Roberts for a deep dive into two of the week's big national security news stories:“Slipping Down the Slope.” Last week's killing of 37-year-old ICU nurse Alex Pretti by Border Patrol agents in Minneapolis, Minnesota, has triggered what increasingly appears to be a national backlash against the Trump administration's immigration policies and ICE's violent tactics. Republicans and Democrats alike have been increasingly public in their criticism of the administration's actions—and, in particular, DHS Secretary Kristi Noem—while state officials have begun exploring more legal avenues for pushing back against federal officials. The Trump administration, meanwhile, may be shifting tack, as it has replaced Border Patrol commander-at-large Greg Bovino with immigration czar Tom Homan on the ground in Minneapolis and adopted a more conciliatory tone. Is this a real turning point for the Trump administration's flagship policy? Or more of a feint?“Now We're Just Waiting on Artificial Strength, Dexterity, Wisdom, and Charisma.” Last week, the artificial intelligence company Anthropic released what it's calling a “constitution” for its premier AI model, Claude. The constitution seeks to instill a moral framework, value system, and even a personality in the AI model, taking an unprecedented step in both private AI governance and AI personhood. How does Claude's constitution factor into broader discussions about AI development and regulating how models should interact with users?In object lessons, Eric sticks to classic Rational Security orthodoxy by recommending an actual, physical object: his wife's beloved migraine-slaying device, The Tingler. Alan flagrantly violates the show's informal norms with a repeat recommendation—season 2 of The Night Manager (plus some unsolicited fawning over Tom Hiddleston). Scott, desperate for warmth, throws the rulebook into the fire with a double object lesson: 1) Metro's Fire Snake to satisfy your basic human need for fire, and 2) long underwear to satisfy your base-layer needs. And Molly restores order with a hat that truly captures how we're all feeling: America is in trouble, and we're tired.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. Hosted on Acast. See acast.com/privacy for more information.

The crew breaks down Superstate's massive $82M Series B for tokenization, the explosive rise of TradeXYZ's commodities trading hitting $1B+ volume, different tokenization models from "bootleg" to "back office," the ClawdBot AI phenomenon taking over coding, and how agent-based development is revolutionizing crypto software engineering. Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, Robert drops news about Superstate's massive $82 million Series B raise led by Bain Capital to bring Wall Street on-chain through tokenization. The crew dives deep into the explosive growth of Hip3 markets, particularly TradeXYZ's commodities trading that's hitting over $1 billion in daily volume as precious metals rip to all-time highs. They break down the different tokenization models emerging - from "bootleg" third-party approaches to "back office" settlement tools to issuer-led official tokenization. Then the conversation shifts to the ClawdBot phenomenon taking the internet by storm, exploring how AI agents are revolutionizing coding and what this means for the future of software engineering in crypto. From vibe coding to the complete transformation of how startups will be built, the hosts examine whether we're witnessing a fundamental shift in how technical work gets done. Show highlights

Marc Andreessen is a founder, investor, and co-founder of Netscape, as well as co-founder of the venture capital firm Andreessen Horowitz (a16z). In this conversation, we dig into why we're living through a unique and one of the most incredible times in history, and what comes next.We discuss:1. Why AI is arriving at the perfect moment to counter demographic collapse and declining productivity2. How Marc has raised his 10-year-old kid to thrive in an AI-driven world3. What's actually going to happen with AI and jobs (spoiler: he thinks the panic is “totally off base”)4. The “Mexican standoff” that's happening between product managers, designers, and engineers5. Why you should still learn to code (even with AI)6. How to develop an “E-shaped” career that combines multiple skills, with AI as a force multiplier7. The career advice he keeps coming back to (“Don't be fungible”)8. How AI can democratize one-on-one tutoring, potentially transforming education9. His media diet: X and old books, nothing in between—Brought to you by:DX—The developer intelligence platform designed by leading researchersBrex—The banking solution for startupsDatadog—Now home to Eppo, the leading experimentation and feature flagging platform—Episode transcript: https://www.lennysnewsletter.com/p/marc-andreessen-the-real-ai-boom—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Marc Andreessen:• X: https://x.com/pmarca• Substack: https://pmarca.substack.com• Andreessen Horowitz's website: https://a16z.com• Andreessen Horowitz's YouTube channel: https://www.youtube.com/@a16z—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) Introduction to Marc Andreessen(04:27) The historic moment we're living in(06:52) The impact of AI on society(11:14) AI's role in education and parenting(22:15) The future of jobs in an AI-driven world(30:15) Marc's past predictions(35:35) The Mexican standoff of tech roles(39:28) Adapting to changing job tasks(42:15) The shift to scripting languages(44:50) The importance of understanding code(51:37) The value of design in the AI era(53:30) The T-shaped skill strategy(01:02:05) AI's impact on founders and companies(01:05:58) The concept of one-person billion-dollar companies(01:08:33) Debating AI moats and market dynamics(01:14:39) The rapid evolution of AI models(01:18:05) Indeterminate optimism in venture capital(01:22:17) The concept of AGI and its implications(01:30:00) Marc's media diet(01:36:18) Favorite movies and AI voice technology(01:39:24) Marc's product diet(01:43:16) Closing thoughts and recommendations—Referenced:• Linus Torvalds on LinkedIn: https://www.linkedin.com/in/linustorvalds• The philosopher's stone: https://en.wikipedia.org/wiki/Philosopher%27s_stone• Alexander the Great: https://en.wikipedia.org/wiki/Alexander_the_Great• Aristotle: https://en.wikipedia.org/wiki/Aristotle• Bloom's 2 sigma problem: https://en.wikipedia.org/wiki/Bloom%27s_2_sigma_problem• Alpha School: https://alpha.school• In Tech We Trust? A Debate with Peter Thiel and Marc Andreessen: https://a16z.com/in-tech-we-trust-a-debate-with-peter-thiel-and-marc-andreessen• John Woo: https://en.wikipedia.org/wiki/John_Woo• Assembly: https://en.wikipedia.org/wiki/Assembly_language• C programming language: https://en.wikipedia.org/wiki/C_(programming_language)• Python: https://www.python.org• Netscape: https://en.wikipedia.org/wiki/Netscape• Perl: https://www.perl.org• Scott Adams: https://en.wikipedia.org/wiki/Scott_Adams• Larry Summers's website: https://larrysummers.com• Nano Banana: https://gemini.google/overview/image-generation• Bitcoin: https://bitcoin.org• Ethereum: https://ethereum.org• Satoshi Nakamoto: https://en.wikipedia.org/wiki/Satoshi_Nakamoto• Inside ChatGPT: The fastest-growing product in history | Nick Turley (Head of ChatGPT at OpenAI): https://www.lennysnewsletter.com/p/inside-chatgpt-nick-turley• Anthropic co-founder on quitting OpenAI, AGI predictions, $100M talent wars, 20% unemployment, and the nightmare scenarios keeping him up at night | Ben Mann: https://www.lennysnewsletter.com/p/anthropic-co-founder-benjamin-mann• Inside Google's AI turnaround: The rise of AI Mode, strategy behind AI Overviews, and their vision for AI-powered search | Robby Stein (VP of Product, Google Search): https://www.lennysnewsletter.com/p/how-google-built-ai-mode-in-under-a-year• DeepSeek: https://www.deepseek.com• Cowork: https://support.claude.com/en/articles/13345190-getting-started-with-cowork• Definite vs. indefinite thinking: Notes from Zero to One by Peter Thiel: https://boxkitemachine.net/posts/zero-to-one-peter-thiel-definite-vs-indefinite-thinking• Henry Ford: https://www.thehenryford.org/explore/stories-of-innovation/visionaries/henry-ford• Lex Fridman Podcast: https://lexfridman.com/podcast• $46B of hard truths from Ben Horowitz: Why founders fail and why you need to run toward fear (a16z co-founder): https://www.lennysnewsletter.com/p/46b-of-hard-truths-from-ben-horowitz• Eddington: https://www.imdb.com/title/tt31176520• Joaquin Phoenix: https://en.wikipedia.org/wiki/Joaquin_Phoenix• Pedro Pascal: https://en.wikipedia.org/wiki/Pedro_Pascal• George Floyd: https://en.wikipedia.org/wiki/George_Floyd• Replit: https://replit.com• Behind the product: Replit | Amjad Masad (co-founder and CEO): https://www.lennysnewsletter.com/p/behind-the-product-replit-amjad-masad• Grok Bad Rudi: https://grok.com/badrudi• Wispr Flow: https://wisprflow.ai• Star Trek: The Next Generation: https://www.imdb.com/title/tt0092455• Star Trek: Starfleet Academy: https://www.imdb.com/title/tt8622160• a16z: The Power Brokers: https://www.notboring.co/p/a16z-the-power-brokers—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

DOLLAR DOOMSDAY - 01.28.2026 - #911 BestPodcastintheMetaverse.com Canary Cry News Talk #911 - 01.28.2026 - Recorded Live to 1s and 0s Deconstructing World Events from a Biblical Worldview Declaring Jesus as Lord amidst the Fifth Generation War! CageRattlerCoffee.com SD/TC email Ike for discount https://CanaryCry.Support   Send address and shirt size updates to canarycrysupplydrop@gmail.com Join the Canary Cry Roundtable This Episode was Produced By:   Executive Producers Sir Jamey Not the Lanister*** Sir LX Protocol Baron of the Berrean Protocol*** Arnold W***   Producers of TREASURE (CanaryCry.Support) Malik, Cage Rattler Coffee, Mrs Tinfoilhatman, Veronica D, Sir Scott Knight of Truth, Sir Casey the Shield Knight   Producers of TIME Timestampers: Jade Bouncerson, Morgan E Clankoniphius Links: JAM   SHOW NOTES:   ARMAGEDDON 7:26 Clip: Doomsday Clock hits 85 seconds to midnight (CBS) →→ US/Russia nuclear treaty to expire next week, Trump "if it expires, it expires" (Reuters)   TRUMP 34:37 Clip: "I've made a lot of people rich" Trump says value of the dollar is 'great', currency hits 4-year low (Reuters)   MONEY/BLACKROCK 48:00 BlackRock says investors can no longer rely on bonds for portfolio safety (CNBC)   AI/BLOCKCHAIN/BIBLICAL 1:03:46 Clip: CEO of Citadel says we need an "AI Savior" (X) Claude reply causing concern for sentient AI and humanity (X)  Note: Essay from CEO Anthropic, says his focus on biology > cyber atm (Dario Modei) ERC-8004 to launch on Ethereum for AI Agents   ENCHANTED/NEW WORLD ORDER 1:27:38 Musk Considers Timing SpaceX IPO With Planetary Alignment, FT Reports (X)  Dev creates astrology-powered CPU scheduler for Linux, makes decisions based on planetary positions and zodiac signs (Tom's Hardware) Clip: Guy uses Numerology and made 8 figures on ZCash (X)   TRANSHUMAN  Clip: Yale prof., survive the next 10 years, we're going to revers aging (X)    ADS 1:45:04 Google agrees to fork over $68MN to settle claims that its Assistant was SECRETLY recording your convos WITHOUT 'Hey Google' & feeding them straight to targeted ads (BBC)     EXECUTIVE PRODUCERS 1:56:52 TALENT/TIME END 2:22:48

Microsoft's Patch Tuesday blunder triggers emergency fixes, surprise layoffs ripple through Amazon, and the crew debates whether rapid AI advances spell the end of traditional apps. Also, password managers do a lot more than manage passwords, so there's one thing everyone needs to get right. Windows 11 Dev splits from Beta, tests what will surely be 26H1 - After last week's show, Microsoft did issue that same Beta build in the Dev channel for some reason Dev and Beta get same fixes in different builds, but no new features 24H2 and 25H2 Release Preview update(s) are a peek at the next Patch Tuesday, lots of changes January Patch Tuesday update was so terrible it required two emergency fixes, the second of which went out late Sunday Earnings/industry Intel falls flat in Q4, full year 2025 despite U.S. "investment" Amazon lays off 16,000 employees Microsoft, Apple, earnings this week, Alphabet, Amazon are next week AI Microsoft announces Maia 200 AI datacenter processor Like Baldric in Black Adder, Apple has a cunning plan for an AI Siri With AI costs soaring, cheaper new AI plans appear somehow OpenAI was last week with big expansion of ChatGPT Go Google does the same this week with AI Plus plan OpenAI, Anthropic (this week), others are adding "apps" to their chatbots Microsoft is exposing app features as AI Actions in Windows 11 Paul opined that this semantic/programmatic capability was the end of apps But we can now essentially vibe-code our own custom apps - this is vaguely reminiscent of the home computer/DIY era, but without the technical knowledge requirements The age of native apps is over, at least on desktop. Will mobile fall next? Dev Microsoft introduces the Windows App Development (winapp) CLI. For some reason Xbox and gaming Microsoft refreshes the Xbox Cloud Gaming web experience — bigger changes coming? Fable is coming to Xbox, PC, PS5 in late 2026 Tips and picks Tip of the week: Choose a single password manager, make your life easier App pick of the week: Proton Pass RunAs Radio this week: Business Process Automation in 2026 with Ian Cooper Brown liquor pick of the week: Tullibardine 18 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 audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: trustedtech.team/windowsweeklyCSS joindeleteme.com/twit promo code TWIT bitwarden.com/twit

AGENDA: 03:36 Brex Acquisition by Capital One for $5.15BN 10:54 Does Brex's Acquisition Help or Hurt Ramp? 16:28 TikTok Deal Completed: Who Won & Who Lost: Analysis 19:30 Anthropic Inference Costs Higher Than Expected 37:50 Open Evidence Raises at $12BN from Thrive and DST 53:56 Wealthront IPO Disaster: Is $1.5BN IPO Too Small? 01:07:27 Salesforce Wins $5BN Army Contract: The Last Laugh for SaaS  

January 29, 2026: Today a series of stories made it impossible to ignore how fast work is changing. Meta says AI now allows one employee to do the work of entire teams. Engineers at Anthropic and OpenAI say AI writes nearly 100% of their code. Amazon and Dow announced thousands of job cuts as they restructure for efficiency. And at the same time, companies are hiring storytellers to help cut through the growing flood of AI-generated content. In this episode of Future Ready Today, I connect the dots across these developments and explain what they reveal about shrinking teams, disappearing roles, changing career paths, and the rising importance of human skills in an AI-driven world. These aren't isolated headlines — they're signals of a deeper shift in how companies are redesigning work right now. I break down what's actually happening inside organizations, share the data behind these changes, and offer a futurist lens on what this all means for leaders, employees, and anyone trying to stay future ready.

Microsoft's Patch Tuesday blunder triggers emergency fixes, surprise layoffs ripple through Amazon, and the crew debates whether rapid AI advances spell the end of traditional apps. Also, password managers do a lot more than manage passwords, so there's one thing everyone needs to get right. Windows 11 Dev splits from Beta, tests what will surely be 26H1 - After last week's show, Microsoft did issue that same Beta build in the Dev channel for some reason Dev and Beta get same fixes in different builds, but no new features 24H2 and 25H2 Release Preview update(s) are a peek at the next Patch Tuesday, lots of changes January Patch Tuesday update was so terrible it required two emergency fixes, the second of which went out late Sunday Earnings/industry Intel falls flat in Q4, full year 2025 despite U.S. "investment" Amazon lays off 16,000 employees Microsoft, Apple, earnings this week, Alphabet, Amazon are next week AI Microsoft announces Maia 200 AI datacenter processor Like Baldric in Black Adder, Apple has a cunning plan for an AI Siri With AI costs soaring, cheaper new AI plans appear somehow OpenAI was last week with big expansion of ChatGPT Go Google does the same this week with AI Plus plan OpenAI, Anthropic (this week), others are adding "apps" to their chatbots Microsoft is exposing app features as AI Actions in Windows 11 Paul opined that this semantic/programmatic capability was the end of apps But we can now essentially vibe-code our own custom apps - this is vaguely reminiscent of the home computer/DIY era, but without the technical knowledge requirements The age of native apps is over, at least on desktop. Will mobile fall next? Dev Microsoft introduces the Windows App Development (winapp) CLI. For some reason Xbox and gaming Microsoft refreshes the Xbox Cloud Gaming web experience — bigger changes coming? Fable is coming to Xbox, PC, PS5 in late 2026 Tips and picks Tip of the week: Choose a single password manager, make your life easier App pick of the week: Proton Pass RunAs Radio this week: Business Process Automation in 2026 with Ian Cooper Brown liquor pick of the week: Tullibardine 18 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 audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: trustedtech.team/windowsweeklyCSS joindeleteme.com/twit promo code TWIT bitwarden.com/twit

Microsoft's Patch Tuesday blunder triggers emergency fixes, surprise layoffs ripple through Amazon, and the crew debates whether rapid AI advances spell the end of traditional apps. Also, password managers do a lot more than manage passwords, so there's one thing everyone needs to get right. Windows 11 Dev splits from Beta, tests what will surely be 26H1 - After last week's show, Microsoft did issue that same Beta build in the Dev channel for some reason Dev and Beta get same fixes in different builds, but no new features 24H2 and 25H2 Release Preview update(s) are a peek at the next Patch Tuesday, lots of changes January Patch Tuesday update was so terrible it required two emergency fixes, the second of which went out late Sunday Earnings/industry Intel falls flat in Q4, full year 2025 despite U.S. "investment" Amazon lays off 16,000 employees Microsoft, Apple, earnings this week, Alphabet, Amazon are next week AI Microsoft announces Maia 200 AI datacenter processor Like Baldric in Black Adder, Apple has a cunning plan for an AI Siri With AI costs soaring, cheaper new AI plans appear somehow OpenAI was last week with big expansion of ChatGPT Go Google does the same this week with AI Plus plan OpenAI, Anthropic (this week), others are adding "apps" to their chatbots Microsoft is exposing app features as AI Actions in Windows 11 Paul opined that this semantic/programmatic capability was the end of apps But we can now essentially vibe-code our own custom apps - this is vaguely reminiscent of the home computer/DIY era, but without the technical knowledge requirements The age of native apps is over, at least on desktop. Will mobile fall next? Dev Microsoft introduces the Windows App Development (winapp) CLI. For some reason Xbox and gaming Microsoft refreshes the Xbox Cloud Gaming web experience — bigger changes coming? Fable is coming to Xbox, PC, PS5 in late 2026 Tips and picks Tip of the week: Choose a single password manager, make your life easier App pick of the week: Proton Pass RunAs Radio this week: Business Process Automation in 2026 with Ian Cooper Brown liquor pick of the week: Tullibardine 18 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 audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: trustedtech.team/windowsweeklyCSS joindeleteme.com/twit promo code TWIT bitwarden.com/twit

France's decision to discontinue American collaboration platforms such as Zoom and Microsoft Teams for government use—replacing them with the domestically developed Vizio platform—signals a shift toward digital sovereignty and data control within regulated jurisdictions. This move, formalized as part of France's Suite Numerique and to be implemented by 2027, highlights the increasing fragmentation of technology policy where national governments assert authority over platform selection and sensitive data handling. The development underscores operational risk for MSPs and IT service providers as assumptions of technology homogeneity across regions become unreliable.Supporting these shifts, South Korea enacted the world's first comprehensive AI legislation, requiring mandatory labeling of AI-generated content and risk assessments for high-impact systems, such as those in hiring and healthcare. According to the transcript, 98% of AI startups in South Korea report they are not prepared for compliance. Both developments reveal a pattern: early regulatory efforts tend to produce vague requirements, unclear enforcement, and real operational complexity. Providers operating in multiple jurisdictions must now anticipate compliance fragmentation and increased overhead as regulatory regimes diverge.Additional analysis focused on the continued evolution of the managed services stack, particularly through the lens of AI and workflow automation. Companies like Thrive are investing in enterprise platforms that embed AI-driven reasoning within workflow tools, shifting coordination away from traditional PSA ticketing systems. Meanwhile, integrations such as Quark Cyber with ScalePad's Lifecycle Manager X, and new partnerships between ServiceNow, TeamViewer, Anthropic, and OpenAI, illustrate a market splitting between providers focused on standardization and those managing more complex, enterprise-like environments. Microsoft's financial results further highlighted this trend, with record capital expenditure on AI infrastructure and increased reliance on proprietary chips to reduce dependency on external vendors like Nvidia and OpenAI.For MSPs, these developments raise practical governance and accountability questions. Shifts in regulatory authority and technology platforms create increased risk exposure for providers that do not proactively manage cross-jurisdictional compliance and secure defaults. Vendors are tightening control over platforms as AI becomes central to product architecture, often prioritizing internal risk management over shared upside with partners. Providers that fail to enforce robust data governance, understand cost drift, or plan for architectural lock-in are positioned less as strategic advisors and more as absorbers of client and vendor risk.Four things to know today00:00 France's Platform Ban and South Korea's AI Law Show Regulation Catching Up to Technology04:23 AI Is Reshaping the MSP Tool Stack as Thrive, ServiceNow, and ScalePad Take Different Paths07:37 Microsoft's SMTP AUTH Delay and CISA's AI Slip Show the Risk of Optional Security ControlsAND10:26 Earnings Show Microsoft Turning AI From Feature to Infrastructure as Partner Risk GrowsSponsored by: TimeZest 

Microsoft's Patch Tuesday blunder triggers emergency fixes, surprise layoffs ripple through Amazon, and the crew debates whether rapid AI advances spell the end of traditional apps. Also, password managers do a lot more than manage passwords, so there's one thing everyone needs to get right. Windows 11 Dev splits from Beta, tests what will surely be 26H1 - After last week's show, Microsoft did issue that same Beta build in the Dev channel for some reason Dev and Beta get same fixes in different builds, but no new features 24H2 and 25H2 Release Preview update(s) are a peek at the next Patch Tuesday, lots of changes January Patch Tuesday update was so terrible it required two emergency fixes, the second of which went out late Sunday Earnings/industry Intel falls flat in Q4, full year 2025 despite U.S. "investment" Amazon lays off 16,000 employees Microsoft, Apple, earnings this week, Alphabet, Amazon are next week AI Microsoft announces Maia 200 AI datacenter processor Like Baldric in Black Adder, Apple has a cunning plan for an AI Siri With AI costs soaring, cheaper new AI plans appear somehow OpenAI was last week with big expansion of ChatGPT Go Google does the same this week with AI Plus plan OpenAI, Anthropic (this week), others are adding "apps" to their chatbots Microsoft is exposing app features as AI Actions in Windows 11 Paul opined that this semantic/programmatic capability was the end of apps But we can now essentially vibe-code our own custom apps - this is vaguely reminiscent of the home computer/DIY era, but without the technical knowledge requirements The age of native apps is over, at least on desktop. Will mobile fall next? Dev Microsoft introduces the Windows App Development (winapp) CLI. For some reason Xbox and gaming Microsoft refreshes the Xbox Cloud Gaming web experience — bigger changes coming? Fable is coming to Xbox, PC, PS5 in late 2026 Tips and picks Tip of the week: Choose a single password manager, make your life easier App pick of the week: Proton Pass RunAs Radio this week: Business Process Automation in 2026 with Ian Cooper Brown liquor pick of the week: Tullibardine 18 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 audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: trustedtech.team/windowsweeklyCSS joindeleteme.com/twit promo code TWIT bitwarden.com/twit

In this episode of Run the Numbers, CJ sits down with Dan Griggs, CFO of Intercom, to break down how finance leaders should think about pricing, forecasting, and resource allocation in the AI era. Dan explains why “it's not zero” is his guiding forecasting principle, how Intercom landed on 99 cents per AI resolution for Fin, and what it means to build an AI product that could eventually cannibalize a successful SaaS core. A candid look at managing uncertainty while still making bold bets.—SPONSORS:Brex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome 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.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.ai—LINKS:Dan on LinkedIn: https://www.linkedin.com/in/dan-griggs-0970181/Intercom: https://www.intercom.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Inside Rocket Companies: M&A, Metrics, and Mortgage Moats | Brian Brownhttps://youtu.be/ttedn4AULt8—TIMESTAMPS:00:00:00 Cold Open00:01:03 Intro to Dan Griggs and Intercom's AI Pivot00:02:45 From Ice Cream to SaaS: Early Finance Lessons00:04:19 Learning the Business by Living the Operations00:06:26 Why Operational Reality Shapes Better Forecasts00:08:00 “It's Not Zero”: Forecasting the Unknowable00:10:09 Scenario Planning, Ambiguity, and Psychological Safety00:11:23 Sponsors — Brex | Metronome | RightRev00:14:43 Keeping a Mental Model of Key Business Metrics00:16:15 Using Mental Math to Sanity-Check Forecasts00:17:28 Core Ratios Every CFO Uses to Vet Decisions00:19:13 The Burn-the-Boats Moment for Intercom's AI Pivot00:20:53 Why AI Was an Existential, Not Incremental, Bet00:22:21 Which SaaS Categories AI Can Fully Replace Work00:23:04 Why Finance Hasn't Had Its AI Moment Yet00:23:39 Sponsors — Rillet | Tabs | Abacum00:27:05 Why Fin Needed Outcome-Based Pricing00:28:59 The Tradeoff Behind $0.99 Per Resolution00:30:46 Why Support Conversations Vary in Complexity00:32:01 What Drives the Unit Economics of AI Resolutions00:33:08 How Intercom Chooses Models as Costs Fall00:35:19 Replacing Generic LLMs With Domain-Specific Models00:36:08 Selling an AI Product That Could Cannibalize the Core00:38:50 Founder CEOs Versus Professional CEOs00:41:47 Hiring Mistakes and Acting on Instincts00:44:28 Intercom's Finance Software Stack00:45:49 The Craziest Expense Request#RunTheNumbersPodcast #Intercom #AICustomerSupport #OutcomeBasedPricing #CFOInsights 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

Anthropic, which makes the chatbot Claude; Lovable, which makes an AI tool that can create custom software; and xAI, Elon Musk's AI company which makes the chatbot Grok, are hiring in Boston.

In this episode, Alex Theuma and Mark Walker, CEO of Nue, discuss how AI is accelerating the pace of change in SaaS and the knock-on effect this is having on pricing and monetisation. Mark explains how Nue has become a critical part of the infrastructure powering many of the world's fastest-growing AI-native and scaled SaaS companies, including OpenAI, Anthropic, and Jasper. Drawing on learnings from these companies, he unpacks how usage-based models, committed spend contracts, and rapid product experimentation are replacing traditional SaaS playbooks. Alex and Mark also reflect on life as an entrepreneur, scaling teams, managing stress, and the need to embrace constant change. - Why AI has disrupted product development cycles and changed how SaaS companies create value. - How faster product iteration is forcing new pricing and monetisation models. - The rise of committed spend, consumption-based contracts and experimentation at scale. - Why you should build revenue systems for the company you want to become, not the one you are today. - How AI-native startups and scaled SaaS companies are converging on the same challenges. - Why speed across product, systems and execution is now the ultimate competitive advantage.       Check out the other ways SaaStock is helping SaaS founders move their business forward: 

Microsoft's Patch Tuesday blunder triggers emergency fixes, surprise layoffs ripple through Amazon, and the crew debates whether rapid AI advances spell the end of traditional apps. Also, password managers do a lot more than manage passwords, so there's one thing everyone needs to get right. Windows 11 Dev splits from Beta, tests what will surely be 26H1 - After last week's show, Microsoft did issue that same Beta build in the Dev channel for some reason Dev and Beta get same fixes in different builds, but no new features 24H2 and 25H2 Release Preview update(s) are a peek at the next Patch Tuesday, lots of changes January Patch Tuesday update was so terrible it required two emergency fixes, the second of which went out late Sunday Earnings/industry Intel falls flat in Q4, full year 2025 despite U.S. "investment" Amazon lays off 16,000 employees Microsoft, Apple, earnings this week, Alphabet, Amazon are next week AI Microsoft announces Maia 200 AI datacenter processor Like Baldric in Black Adder, Apple has a cunning plan for an AI Siri With AI costs soaring, cheaper new AI plans appear somehow OpenAI was last week with big expansion of ChatGPT Go Google does the same this week with AI Plus plan OpenAI, Anthropic (this week), others are adding "apps" to their chatbots Microsoft is exposing app features as AI Actions in Windows 11 Paul opined that this semantic/programmatic capability was the end of apps But we can now essentially vibe-code our own custom apps - this is vaguely reminiscent of the home computer/DIY era, but without the technical knowledge requirements The age of native apps is over, at least on desktop. Will mobile fall next? Dev Microsoft introduces the Windows App Development (winapp) CLI. For some reason Xbox and gaming Microsoft refreshes the Xbox Cloud Gaming web experience — bigger changes coming? Fable is coming to Xbox, PC, PS5 in late 2026 Tips and picks Tip of the week: Choose a single password manager, make your life easier App pick of the week: Proton Pass RunAs Radio this week: Business Process Automation in 2026 with Ian Cooper Brown liquor pick of the week: Tullibardine 18 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 audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: trustedtech.team/windowsweeklyCSS joindeleteme.com/twit promo code TWIT bitwarden.com/twit

The Amazon layoffs showed up on schedule. Is Tether behind the rise in the price of gold? A new type of privacy screen tech from Samsung. Elon wants to IPO on his birthday. Anthropic raises more ahead of its IPO. And AI is finding weird stuff in Space. Amazon says it is laying off 16,000 employees (TechCrunch) Tether Is Shaking Up the Gold Market With Massive Metal Hoard (Bloomberg) Samsung confirms Galaxy S26's insane 'pixel level' privacy feature (SamMobile) SpaceX weighs June IPO timed to planetary alignment and Elon Musk's birthday (FT) Anthropic doubles VC fundraising to $20bn on surging investor demand (FT) Anthropic Hikes 2026 Revenue Forecast 20% but Delays When It Will Go Cash Flow Positive (The Information) Astronomers used AI to find 1,400 ‘anomalous objects' from Hubble archives (The Verge) RideHomeFund News: CrowdStrike buys identity security startup SGNL for $740 million in latest deal push Learn more about your ad choices. Visit megaphone.fm/adchoices

Lil AI productivity secret: we've become the duct tape for AI.

Agent swarms are quickly moving from theory to practice, with early 2026 model releases making coordinated, multi-agent work feel like a real shift rather than a niche experiment. This episode focuses on Moonshot's Kimi K2.5, what its agent swarm design reveals about the future of AI work, and why this may mark a transition from single assistants to teams of AI operating in parallel. In the headlines: Anthropic's huge new funding round and revised revenue forecasts, Nvidia chip sales reopening in China, a UK-wide AI upskilling initiative, and new agentic features from Google and Chinese labs. Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Zencoder - From vibe coding to AI-first engineering - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://zencoder.ai/zenflow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Optimizely Opal - The agent orchestration platform build for marketers - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.optimizely.com/theaidailybrief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Section - Build an AI workforce at scale - ⁠⁠⁠⁠⁠https://www.sectionai.com/⁠⁠⁠⁠⁠LandfallIP - AI to Navigate the Patent Process - https://landfallip.com/Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? sponsors@aidailybrief.ai

Silver and Gold – Still Going. Big week for earnings. Fed decision on Wednesday. Nat Gas price exploding higher. US Dollar drops hard over past few days. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - What we learned from Davos - President Miyagi - tariffs on, tariffs off - January: stocks are trying to finish with gains - Small-caps flying - S&P  500: All-time highs going into earnings Markets - Silver and Gold - Still Going - Big week for earnings - Fed decision on Wednesday - Nat Gas price exploding - US Dollar drops hard over past few days Can't Keep Track Anymore -Trump has announced he is raising tariffs on South Korean imports to 25% after accusing Seoul of "not living up" to a trade deal reached last year. - In a post on social media, Trump said he would increase levies on South Korea from 15% across a range of products including automobiles, lumber, pharmaceuticals and "all other Reciprocal TARIFFS". - South Korea is planning on voting on the "agreement" with the US in February - KOSPI hits all-time high after being down 1% on the news - S. Korea President re-affirms their commitments Davos - 2026 - What we learned - Not much - Same bifurcated view of the world - Trump backed off the Greenland threats - Framework of a "deal" / "plan" - So, no tariffs - (Going to get a boy who cried wolf ....) Gold and Silver - Off to the races - Silver was up again in a big way Monday. Fell back down to earth (up 5% from up 15% earlier in the day - Hovering around $110 - that is impressive - parabolic move - GOLD! - Proving itself as a USD hedge and safety trade (Bitcoin in the dust) - Gold above $5,000 per ounce - - Plenty of reports that central banks are buying up| - USD weakness Economy - Still Strong - The US economy expanded in the third quarter by slightly more than initially reported, supported by stronger exports and a smaller drag from inventories. - Inflation-adjusted gross domestic product increased at a revised 4.4% annualized rate, the fastest in two years, according to Bureau of Economic Analysis data. - Consumer spending advanced at a 3.5% annualized pace last quarter, reflecting the fastest pace of outlays for services in three years, while spending on goods also accelerated from the previous quarter. Amazon - Trimming.... 30,000 jobs is plan - First half of that was in October and now trhery are laying off the remainder - CEO Jassey says that it is not financial of AI issues ---- Again - why so important to state that and make that a focal point? - Layoffs amount to 10% of the corporate workforce - Company still has 1.5 million employees Comeback? - Spirit Airlines is in talks with investment firm Castlelake for a potential takeover of the discount airline, CNBC has learned. - Remember, all started when Jetblue deal was blocked - Frontier tried - Spirit tried a few times to get head above water - nothing worked Booz Cancelled - Treasury Secretary Scott Bessent canceled department contracts with the consulting firm Booz Allen Hamilton, whose employee leaked President Donald Trump's tax records to The New York Times. - The department noted that between 2018 and 2020, Booz Allen employee Charles Edward Littlejohn “stole and leaked the confidential tax returns and return information of hundreds of thousands of taxpayers.” - Booz Allen Hamilton's stock price dropped by more than 10% on the heels of the Treasury Department's announcement. - Why does Booz have tax records in the first place? - Stock down 50% since end of 2024 Private Credit - BlackRock TCP Capital shares lower by 13% after it disclosed Friday night that net asset value declined approximately 19.0%; other private credit stocks falling in sympathy - The Company's net asset value per share as of December 31, 2025 to be between approximately $7.05 and $7.09, an anticipated decline of approximately 19.0% during the quarter ended December 31, 2025, compared to a net asset value per share of $8.71 as of September 30, 2025. - This decline is primarily driven by issuer-specific developments during the quarter. - The Company's net investment income per share to be between approximately $0.24 and $0.26 for the three months ended December 31, 2025. - Decliners: TCPC -13.40% OWL -3.07% ARES -3.30% KKR -2.08% BAM -0.41% CG -0.33% Zoom Communications - Valuation of Anthropic stake - The news is driving shares higher as analysts suggest ZM's $51 mln stake could now be worth between $2-$4 bln based on Anthropic's rumored $350 bln valuation, effectively acting as a "hidden gem" on its balance sheet. - From a fundamental perspective, the company's performance has also significantly improved, evidenced by its Q3 beat-and-raise report in late November where revenue rose 4.4% yr/yr to $1.23 bln. - This stronger financial performance is being driven by robust growth in the Enterprise segment, the rapid adoption of AI Companion features, and the scaling of adjacent growth businesses like Zoom Contact Center and Workvivo. - Consequently, the combination of high-margin operational rigor -- highlighted by a 41.2% non-GAAP operating margin -- and the massive unrealized gains from its AI investments has shifted investor sentiment firmly back toward growth. UNH and Health Stocks - DOWN 20% today - The administration's proposal (via the Centers for Medicare & Medicaid Services, or CMS) for Medicare Advantage reimbursement rates to rise by only 0.09% in 2027. This was far below Wall Street expectations of 4-6% (or higher), following a more generous ~5% increase for 2026. - The near-flat rate aims to improve payment accuracy, curb overbilling practices, and protect taxpayers, according to CMS statements, but it sparked widespread concerns about squeezed insurer margins, potential benefit cuts for seniors, reduced plan offerings, or market exits. - UnitedHealth has significant exposure to Medicare Advantage (roughly 30% of national enrollment), making it particularly vulnerable. The proposal, announced late Monday (January 26), led to a broader sell-off in health insurers: - - Humana (HUM) plunged over 20-21%. - - CVS Health (CVS) and Elevance Health (ELV) each dropped around 13-14%. Tech Earnings Microsoft (MSFT) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations:  Earnings per share (EPS): about $3.86 and Revenue: about $80 billion - Growth: high teens year over year revenue growth - Investors are focused on Azure and broader cloud growth, particularly how much of that growth is coming from AI related demand. Microsoft has built a reputation for consistent execution, which also means expectations are high. The critical issues will be cloud growth sustainability, margin stability, and how aggressively management plans to keep spending on AI infrastructure. Meta Platforms (META) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations:  EPS: about $8.15–$8.20 and Revenue: about $58–$59 billion - Growth: roughly 20–21% year over year revenue growth - Advertising remains the core driver, with AI driven ad targeting continuing to improve returns for advertisers. While topline growth expectations remain strong, investors are closely watching expense growth. The biggest question is whether rising AI and infrastructure spending can be managed without eroding margins or spooking investors, as Meta works through the next phase of its AI strategy. Tesla (TSLA) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations:  EPS (non GAAP): about $0.40–$0.45 and Revenue: about $24.5–$25 billion - Trend: earnings expected to be sharply lower than a year ago - Tesla enters earnings with the weakest expectations among the major tech names this week. Vehicle deliveries declined year over year, and automotive margins remain under pressure. While the energy and services segments continue to grow, they are not yet large enough to offset slowing EV demand. - Investors will be far more focused on forward guidance than on the quarter itself—particularly updates on Full Self Driving, robotaxis, and the broader AI roadmap. Apple (AAPL) Reports: Thursday, January 29 (After Market Close) Wall Street Expectations -  EPS: about $2.65–$2.67 and Revenue: about $138 billion Growth: approximately 11–12% year over year revenue growth - This is Apple's most important quarter of the year. Expectations call for record revenue driven by the iPhone 17 cycle and continued Services growth. The focus will be on margins, China demand, and forward guidance—particularly how higher costs (memory prices and tariffs) may impact profitability. Apple typically beats expectations, but the stock reaction will hinge on what management says about growth beyond this quarter. Company Ticker Report Date Est. EPS Key Focus Area Microsoft MSFT Wed, Jan 28 (AMC) $3.92 Azure AI revenue growth & CapEx spending Meta Platforms META Wed, Jan 28 (AMC) $8.17 Ad monetization of AI & 2026 CapEx guidance Tesla TSLA Wed, Jan 28 (AMC) $0.45 Full Self-Driving (FSD) & Robotaxi updates Apple AAPL Thu, Jan 29 (AMC) Varies iPhone 17 demand & Apple Intelligence rollout ServiceNow NOW Wed, Jan 28 (AMC) $0.88 Enterprise AI software adoption rates IBM IBM Wed, Jan 28 (AMC) $4.28 Hybrid cloud and watsonx performance *AMC = After Market Close; EPS = Earnings Per Share (Consensus Estimates) Boeing - The company's airplane deliveries last year were the highest since 2018, helping drive revenue. Boeing brought in $23.9 billion in the last three months of 2025, a 57% increase over the same period in 2024 and topping analysts' expectations. Cash flow of $400 million was roughly double what Wall Street was expecting. - Boeing brought in $23.9 billion in the last three months of 2025, a 57% increase over the same period in 2024. The airplane manufacturer delivered 600 airplanes last year, up from 348 a year earlier. Another MoonShot - U.S. natural gas prices surged over 17% on Monday morning, climbing above $6 for the first time since late 2022. - It comes as Winter Storm Fern leaves hundreds of thousands without power and forces mass flight cancellations. - The National Weather Service has forecast wind chills as low as -50 degrees Fahrenheit (-45.56 degrees Celsius) across the eastern two-thirds of the U.S. this week. -Up 68% YTD - Nat gas is used in a whole lot of things - electrical grid 43% is fueled by Nat Gas Government - Not Again! - Seems like Dems are threatening a shutdown again - A partial U.S. government shutdown is set to begin on Friday, January 30, 2026. - The Senate is expected to vote on a funding package to avert this shutdown, with delays from a winter storm pushing initial votes to at least January 27, 2026 - The issue is being exacerbated with the ICE / Minnesota issues This is precious - Ex-finance minister Noda currently co-heads largest opposition party - He says that Japan unlikely to get international consent for intervention - Yen, bond selloff requires Japan to be in crisis mode, he says - Government must vow to restore fiscal discipline to end yen fall, Noda says - Japan must create environment allowing for steady BOJ rate hikes, he says - THIS shows us all that the whole thing with these guys/gals is all political. - NEVER EVER if he was in the role would he say anything like this.       Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

What happens when artificial intelligence starts accelerating cyberattacks faster than most organizations can test, fix, and respond? In this fast-tracked episode of Tech Talks Daily, I sat down with Sonali Shah, CEO of Cobalt, to unpack what real-world penetration testing data is revealing about the current state of enterprise security. With more than two decades in cybersecurity and a background that spans finance, engineering, product, and strategy, Sonali brings a grounded, operator-level view of where security teams are keeping up and where they are quietly falling behind. Our conversation centers on what happens when AI moves from an experiment to an attack surface. Sonali explains how threat actors are already using the same AI-enabled tools as defenders to automate reconnaissance, identify vulnerabilities, and speed up exploitation. We discuss why this is no longer theoretical, referencing findings from companies like Anthropic, including examples where models such as Claude have demonstrated both power and unpredictability. The takeaway is sobering but balanced. AI can automate a large share of the work, but human expertise still plays a defining role, both for attackers and defenders. We also dig into Cobalt's latest State of Pentesting data, including why median remediation times for serious vulnerabilities have improved while overall closure rates remain stubbornly low. Sonali breaks down why large enterprises struggle more than smaller organizations, how legacy systems slow progress, and why generative AI applications currently show some of the highest risk with some of the lowest fix rates. As more companies rush to deploy AI agents into production, this gap becomes harder to ignore. One of the strongest themes in this episode is the shift from point-in-time testing to continuous, programmatic risk reduction. Sonali explains what effective continuous pentesting looks like in practice, why automation alone creates noise and friction, and how human-led testing helps teams move from assumptions to evidence. We also address a persistent confidence gap, where leaders believe their security posture is strong, even when testing shows otherwise. We close by tackling one of the biggest myths in cybersecurity. Security is never finished. It is a constant process of preparation, testing, learning, and improvement. The organizations that perform best accept this reality and build security into daily operations rather than treating it as a one-off task. So as AI continues to accelerate both innovation and attacks, how confident are you that your security program is keeping pace, and what would continuous testing change inside your organization? I would love to hear your thoughts. Useful Links Connect with Sonali Shah Learn more about Cobalt Check out the Cobalt Learning Center State of Pentesting Report Thanks to our sponsors, Alcor, for supporting the show.

At the beginning of December 2026: ICE announced an enforcement surge in the Twin Cities.January 6, 2026: DHS announced what it called the largest immigration enforcement operation ever carried out, sending 2,000 agents to the Minneapolis–Saint Paul metropolitan area. January 7, 2026: ICE agent Jonathan Ross fatally shoots Renée Nicole GoodJanuary 8–14, 2026: Protests, vigils, and marches continue in Minneapolis against ICE and Operation Metro SurgeJanuary 13, 2026: ‘Madness': two US citizens violently detained by ICE in Minnesota, officials say. Two Target employees forced to the ground, then into SUV, then dumped in different parking lotJanuary 14, 2026: A different ICE agent shoots and injures a man in north Minneapolis; the man survives after being shot in the leg. This second shooting further intensifies public anger and calls for an end to the federal surgeJanuary 17, 2026: National Anger Spills Into Target Stores, AgainJanuary 22, 2026: Target Store Staff Are Skipping Work Over ICE's Crackdown in MinnesotaJanuary 23, 2026: A statewide Day of Truth & Freedom / Minnesota general strike is held, described as the first U.S. general strike in about 80 years, explicitly targeting ICE operations and Operation Metro Surge. On that day, many workers, businesses, schools, and institutions in Minneapolis and across Minnesota participate in work stoppages, marches, and large rallies against federal immigration enforcement.January 24, 2026: Federal Border Patrol agents assigned to the metro surge shoot and kill Alex Jeffrey PrettiJanuary 25, 2026: The Minnesota Chamber of Commerce released this letter on behalf of more than 60 CEOs of Minnesota-based companies today.Eight people have died in dealings with ICE so far in 2026. Keith Porter, Parady La, Heber Sanchaz Domínguez, Victor Manuel Diaz, Luis Beltran Yanez-Cruz, Luis Gustavo Nunez Caceres, and Geraldo Lunas Campos. The high-profile fatal shootings follow the deaths of at least 32 people in ICE custody in 2025 – the highest number since 2004.Minnesota CEOs Seek De-Escalation After Border Police Shooting“The business community in Minnesota prides itself in providing leadership and solving problems to ensure a strong and vibrant state. The recent challenges facing our state have created widespread disruption and tragic loss of life. For the past several weeks, representatives of Minnesota's business community have been working every day behind the scenes with federal, state and local officials to advance real solutions. These efforts have included close communication with the Governor, the White House, the Vice President and local mayors. There are ways for us to come together to foster progress. With yesterday's tragic news, we are calling for an immediate deescalation of tensions and for state, local and federal officials to work together to find real solutions. We have been working for generations to build a strong and vibrant state here in Minnesota and will do so in the months and years ahead with equal and even greater commitment. In this difficult moment for our community, we call for peace and focused cooperation among local, state and federal leaders to achieve a swift and durable solution that enables families, businesses, our employees, and communities across Minnesota to resume our work to build a bright and prosperous future. “3M – William Brown, Chairman and CEOAmeriprise Financial – James Cracchiolo, Chairman and CEOAPi Group – Russell Becker, CEOBest Buy – Corie Barry, CEO C.H. Robinson – Dave Bozeman, President and CEODeluxe Corporation – Barry McCarthy, President and CEODonaldson Company, Inc. – Tod Carpenter, Chairman and CEOEcolab – Christophe Beck, Chairman and CEOGeneral Mills – Jeff Harmening, Chairman and CEOH.B. Fuller – On behalf of our entire organization [CEO Celeste Mastin]Hormel – Jeff Ettinger, Interim CEOMedtronic – Geoff Martha, CEO and ChairmannVent – Beth Wozniak, Chair and CEO Patterson Companies – Robert Rajalingam, CEOPentair – John L. Stauch, President and CEOPiper Sandler – Chad Abraham, Chairman and CEOSleep Number – Linda Findley, CEO (4/2025)Solventum – Bryan Hanson, CEOSPS Commerce – Chad Collins, CEO SunOpta – Brian Kocher, CEOTarget – Michael Fiddelke, Incoming CEO Tennant Company – Dave Huml, CEOThe Toro Company – Rick Olson, Chairman and CEOU.S. Bancorp – Gunjan Kedia, CEOWinnebago Industries – Michael Happe, CEOXcel Energy – Bob Frenzel, Chairman and CEO Keith Rabois, Managing director of Khosla Ventures: “no law enforcement has shot an innocent person. illegals are committing violent crimes everyday.”Khosla Ventures: “We prefer brutal honesty to hypocritical politeness.”“Technology and innovation have reshaped our world and disrupted the way we all live and work. The future may not be knowable, but it is inventable—and it belongs to those who dare to imagine what's possible.”Managing Directors: 5 dudes (3 stanford; 3 harvard)Founder Vinod Khosla: “I agree with @EthanChoi7. Macho ICE vigilantes running amuck empowered by a conscious-less administration. The video was sickening to watch and the storytelling without facts or with invented fictitious facts by authorities almost unimaginable in a civilized society. ICE personnel must have ice water running thru their veins to treat other human beings this way. There is politics but humanity should transcend that”Target's incoming CEO Michael Fiddelke in a video message sent to employees (January 26, 2026): “Right now, as someone who is raising a family here in the Twin Cities and as a leader of this hometown company I want to acknowledge where we are. The violence and loss of life in our community is incredibly painful. I know it's weighing heavily on many of you across the country, as it is with me. What's happening affects us not just as a company but as people, as neighbors, friends and family members.”A company spokesman declined to comment. Still nothing official on website.Lloyd Vogel, CEO Garage Grown Gear: said he felt compelled to condemn the shootings in a LinkedIn post because he lives and works in the Twin Cities. "My primary rationale was to show solidarity with my community," he told Business Insider. "It's also just bad for business when people are afraid to leave their homes.""There's so much fear in Minnesota right now," he said. "It would just be cowardice to not have a perspective on this."JPMorgan Chase CEO and Chair Jamie Dimon 1/22/26 Davos): ″I don't like what I'm seeing, five grown men beating up a little old lady. So I think we should calm down a little bit on the internal anger about immigration… We need these people. They work in our hospitals and hotels and restaurants and agriculture, and they're good people.… They should be treated that way.”On Saturday evening (1/24/2026), top technology executives gathered in Washington to attend a screening of “Melania,” a documentary produced by Amazon about the first lady, Melania Trump. Black-tie event: guests were handed monogrammed buckets of popcorn, framed screening tickets for their trophy shelves, and a limited-edition copy of Trump's 2024 book of the same title as her documentary, “Melania.“Among them was Andy Jassy, the chief executive of Amazon; Tim Cook, the chief executive of Apple; and Lisa Su, the chief executive of chip maker AMD.Also: Eric Yuan – CEO, Zoom; Lynn Martin – President, New York Stock Exchange; General Electric CEO Larry CulpApple CEO Tim Cook says it's 'time for de-escalation' in MinneapolisCook came under fire for appearing at The White House just hours after federal immigration authorities killed Alex Pretti, a veterans' nurse, in Minnesota“This is a time for de-escalation,” Cook wrote to Apple staff. “I believe America is strongest when we live up to our highest ideals, when we treat everyone with dignity and respect no matter who they are or where they're from, and when we embrace our shared humanity.”Cook said he “had a good conversation with the president this week where I shared my views, and I appreciate his openness to engaging on issues that matter to us all." Apple's Cook says he's ‘heartbroken' by Minneapolis events and has spoken with TrumpOpen AI CEO Sam Altman (1/27/26): I love the US and its values of democracy and freedom and will be supportive of the country however I can; OpenAI will too. But part of loving the country is the American duty to push back against overreach. What's happening with ICE is going too far. There is a big difference between deporting violent criminals and what's happening now, and we need to get the distinction right. President Trump is a very strong leader, and I hope he will rise to this moment and unite the country. I am encouraged by the last few hours of response and hope to see trust rebuilt with transparent investigations. As a company, we aim to stick to our convictions and not get blown around by changing fashions too much. We didn't become super woke when that was popular, we didn't start talking about masculine corporate energy when that was popular, and we are not going to make a lot of performative statements now about safety or politics or anything else. But we are going to continue to try to figure out how to actually do the right thing as best as we can, engage with leaders and push for our values, and speak up clearly about it as needed.James Dyett, Global Business at OpenAI: “There is far more outrage from tech leaders over a wealth tax than masked ICE agents terrorizing communities and executing civilians in the streets. Tells you what you need to know about the values of our industry.”Angel Investor Jason Calacanis: Once again, I will remind everyone that our leaders are failing us. True leadership would be to calm this situation down by telling these non-peaceful protestors to stay home while recalling these inadequately-trained agents.”Jeff Dean, Chief Scientist, Google DeepMind & Google Research. Gemini Lead: “This is absolutely shameful. Agents of a federal agency unnecessarily escalating, and then executing a defenseless citizen whose offense appears to be using his cell phone camera. Every person regardless of political affiliation should be denouncing this.”Jeffrey Sonnenfeld, senior associate dean for leadership studies at the Yale School of Management: "CEOs are feeling the community pressure." He said that reactions that convey sorrow and don't mention Trump or ICE are likely to be perceived as an unwelcome challenge to the White House's immigration agenda. "That is not what the Trump administration wanted," he said.Business Roundtable CEO Joshua Bolten asked to comment on the chaos in Minneapolis: replied with a statement endorsing the Minnesota Chamber's call for "cooperation between state, local, and federal authorities to immediately de-escalate the situation in Minneapolis."Robert Pasin, CEO of toy company Radio Flyer: recently shared an email on LinkedIn that he sent to his employees that was critical of the shootings in Minneapolis: "I am deeply concerned about the current state of our democracy, and the continued actions we are seeing from President Trump and his administration that are intended to undermine democratic institutions, the rule of law, and the norms that hold our country together."Dario Amodei, CEO Anthropic: called the events in Minnesota a “horror” on Monday. An Anthropic spokeswoman said the company did not have contracts with ICE.ICEout.tech statement from January 24, 2026: "We condemn the Border Patrol's killing of Alex Pretti and the violent surge of federal agents across our cities. The wanton brutality we've seen from ICE and CBP has removed any credibility that these actions are about immigration enforcement. Their goal is terror, cruelty, and suppression of dissent. This must end. Tech professionals are speaking up against this brutality, and we call on all our colleagues who share our values to use their voice. We know our industry leaders have leverage: in October, they persuaded Trump to call off a planned ICE surge in San Francisco, and big tech CEOs are in the White House tonight. Now they need to go further, and join us in demanding ICE out of all of our cities." 811: 508 names; 19 one name with title, 284 role onlyReid Hoffman says business leaders are wrong to stay silent about the Trump administrationThe LinkedIn cofounder and tech investor said in an episode of the "Rapid Response" podcast published Tuesday that he rejects the idea that executives can simply wait out political turbulence: "The theory that if you just keep your mouth shut, the storm will blow over and it won't be a problem — you should be disabused of that theory now," Hoffman said.Palantir Defends Work With ICE to Staff Following Killing of Alex Pretti: Leadership defended its work as in part improving “ICE's operational effectiveness.”

Links: Claude's new constitution 'Wake up to the risks of AI, they are almost here,' Anthropic boss warns   Be sure to follow us on our social media accounts on: LinkedIn: https://www.linkedin.com/company/the-audit-podcast Instagram: https://www.instagram.com/theauditpodcast TikTok: https://www.tiktok.com/@theauditpodcast?lang=en   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.  * This podcast is brought to you by Greenskies Analytics. the services firm that helps auditors leapfrog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.   Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.  

Use code coolworldspodcast at https://incogni.com/coolworldspodcast to get an exclusive 60% off. In this week's episode, David is joined by Nick Bostrom, Professor of Philosophy at Oxford University and author of several books including "Deep Utopia", "Superintelligence" and "Anthropic Reasoning".   To support this podcast and our research lab, head to https://coolworldslab.com/support   Cool Worlds Podcast Theme by Hill [https://open.spotify.com/artist/1hdkvBtRdOW4SPsnxCXOjK]

This Week In Startups is made possible by:Quo - http://quo.com/TWiSTLemon IO - https://lemon.io/twistNorthwest Registered Agent - https://www.northwestregisteredagent.com/twistToday's show: Jason is back from Davos and Tokyo! We are jumping right back in with a group of Clawdbot power users: Alex Finn, Matt Von Horn, and Dan Penguine.Clawdbot is a hot open source AI project that lets users automate… everything! Dan helped his automate his aging parent's tea shop, Matt built news sourcing bots, and Alex runs his one-man SAAS startup with Clawdbot as an AI employee!But with all of that power comes the responsibility of making sure you are not giving your AI too many authorizations that could come under fire! Whether fisching emails, “injections”, or bad decision making from incorrect information online.Check out how these 3 experts, Jason and Alex are thinking about the bleeding edge of AI!Timestamps:(00:00) Introducing today's Clawdbot experts!(04:09) How Matt Von Horn makes “Skills” with Clawdbot(10:53) Quo (formerly OpenPhone) gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at http://quo.com/TWiST.(13:25) Dan Penguine's “Normy” use case: automating his parent's tea shop(19:50) Lemon.io - Get 15% off your first 4 weeks of developer time at https://lemon.io/twist(22:23) Alex Finn breaks down how Clawdbot lets him run a one man startup(24:28) Alex Finn on Clawdbot autonomously building apps within his business(28:33) Security concerns with Clawdbot, can your AI get hacked?(32:46) Northwest Registered Agent. Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity —  Learn more at https://www.northwestregisteredagent.com/twist(35:07) Why is everyone buying Mac Minis?(37:39) How to think about LLM Token usage(46:02) Clawdbot will build CRMs, project management software, etc without being asked. Is this the end of SAAS?(46:58) Matt live uploads his new Clawdbot skill on aire!(48:22) Why was Clawdbot able to move so much quicker than Anthropic and OpenAI?(50:17) What is Clawdbot's business model as an open source AI?(53:27) Matt's recursive AI prompt loop and how AI prompts layer*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/Check out the TWIST500: https://twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelm/*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis/*Thank you to our partners:(10:53) Quo (formerly OpenPhone) gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at http://quo.com/TWiST(19:50) Lemon.io - Get 15% off your first 4 weeks of developer time at https://lemon.io/twist(32:46) Northwest Registered Agent. Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity —  Learn more at www.northwestregisteredagent.com/twistCheck out all our partner offers: https://partners.launch.co/

Microsoft quietly hands over BitLocker keys to the government, TikTok's new privacy terms spark a user panic, and Europe's secret tech backups reveal anxious prep for digital fallout. Plus, how gambling platforms are changing the future of news and sports. You can bet on how much snow will fall in New York City this weekend Europe Prepares for a Nightmare Scenario: The U.S. Blocking Access to Tech China, US sign off on TikTok US spinoff TikTok users freak out over app's 'immigration status' collection -- here's what it means Elon Musk's Grok A.I. Chatbot Made Millions of Sexualized Images, New Estimates Show Microsoft Gave FBI Keys To Unlock Encrypted Data, Exposing Major Privacy Flaw - Forbes House of Lords votes to ban social media for Brits under 16 Overrun with AI slop, cURL scraps bug bounties to ensure "intact mental health" Route leak incident on January 22, 2026 149 Million Usernames and Passwords Exposed by Unsecured Database Millions of people imperiled through sign-in links sent by SMS Anthropic revises Claude's 'Constitution,' and hints at chatbot consciousness The new Siri chatbot may run on Google servers, not Apple's A Wikipedia Group Made a Guide to Detect AI Writing. Now a Plug-In Uses It to 'Humanize' Chatbots GitHub - anthropics/original_performance_takehome: Anthropic's original performance take-home, now open for you to try! Telly's "free" ad-based TVs make notable revenue—when they're actually delivered - Ars Technica Toilet Maker Toto's Shares Get Unlikely Boost From AI Rush - Slashdot Dr. Gladys West, whose mathematical models inspired GPS, dies at 95 Host: Leo Laporte Guests: Alex Stamos, Doc Rock, and Patrick Beja Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit meter.com/twit redis.io expressvpn.com/twit shopify.com/twit