Podcasts about confluent

In this episode, Scott Becker breaks down the week's top stories, including the bidding battle for Warner Brothers Discovery, IBM's Confluent acquisition, expected Fed rate cuts, Medline's $55 billion IPO, and Magnum's $9 billion valuation as it spins out from Unilever.

Today's episode breaks down Trump's decision to allow Nvidia to export H200 chips to China, a reversal of a decade of bipartisan China-hawk policy that could radically reshape global AI power dynamics, US industrial strategy, and the geopolitical balance around compute, with a close look at industry reaction, national-security concerns, and why this move may accelerate China's capabilities even as it deepens their reliance on US hardware. In the headlines: Google readies a full line of AI smart glasses for next year, Claude Code lands inside Slack, Apple's chip chief signals he is staying put, and IBM announces an $11B acquisition of Confluent to strengthen its AI data platform. 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/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Gemini - Build anything with Gemini 3 Pro in Google AI Studio - ⁠http://ai.studio/build⁠Rovo - Unleash the potential of your team with AI-powered Search, Chat and Agents - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rovo.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LandfallIP - AI to Navigate the Patent Process - https://landfallip.com/Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months 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

This week on Market Mondays, we kick things off with our Futures Trading Tip of the Week and a breakdown of the biggest investing mistake of the year. We dive into the shocking rebound of Carvana joining the S&P 500 after nearly going bankrupt — debating whether it's a true comeback story or a sign the market is getting reckless again. We also break down the massive bidding war for Warner Bros Discovery, who needs WBD the most to survive the next decade, and what this means for the future of media. Caleb Silver, Editor-in-Chief of Investopedia, joins us with expert data and insight throughout the discussion.We compare Paramount's heavy debt load to Netflix's growth and free cash flow dominance and question whether a Netflix–WBD deal would spark a new era of media consolidation or run into regulatory roadblocks. From there, we shift to AI and corporate strategy, analyzing IBM's $11B acquisition of Confluent and whether M&A is becoming the quiet force powering the next leg of the AI boom. We also cover holiday spending vs weak investor sentiment, whether investors should rotate into safer stocks, and what Wednesday's Fed decision could mean for markets heading into 2026.To wrap up, we go rapid-fire: the most attractive stocks currently dipping for LEAPs and swing trades, which companies are less likely to be corrupt or mismanaged, whether failed AI bets could force bailouts in tech, Bitcoin's next move toward $65K or $70K, Apple's potential talent crisis after losing multiple key executives, and if an oil collapse into the $30s could make the entire energy sector uninvestable. A packed episode with strategy, clarity, and expert perspective. #MarketMondays #EarnYourLeisure #CalebSilver #Investopedia #Investing #StockMarket #Bitcoin #OptionsTrading #AIStocks #MediaMergers #Carvana #Apple #OilPrices #WealthBuilding #FinancePodcast #EYLSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Hojjat Jafarpour lives with his family in California. He got his PhD in databases and data streaming, back when the landscape was different and data streaming wasn't "cool" yet. He was an early member at Confluent, but also spent time at Quantcast, Informatica, and NEC Labs. Outside of tech, he has a family with young kids. He enjoys traveling, and can't wait until the kids are old enough to take on big trips.Hojjat joined Confluent in their early days. He was on a project that built out kSQL, which was a key cornerstone of Confluent. As these were the early days of stream processing, he started to think about ways to make it easier - to make this sort of tech available without all the infrastructure.This is the creation story of DeltaStream.SponsorsIncogniNordProtectVentionCodeCrafters helps you become a better engineer by building real-world, production-grade projects. Learn hands-on by creating your own Git, Redis, HTTP server, SQLite, or DNS server from scratch. Sign up for free today using this link and enjoy 40% off.Full ScalePaddle.comSema SoftwarePropelAuthPostmanMeilisearchLinkshttps://www.deltastream.io/https://www.linkedin.com/in/hojjatjafarpour/Our Sponsors:* Check out Incogni: https://incogni.com/codestory* Check out NordProtect: https://nordprotect.com/codestorySupport this podcast at — https://redcircle.com/code-story-insights-from-startup-tech-leaders/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Plus: IBM strikes $11 billion deal for Confluent. And President Trump says he will sign an executive order targeting state AI laws. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: IBM is in advanced talks to acquire data-infrastructure company Confluent. And investors anticipate another rate cut as the Federal Reserve prepares to meet. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

IBM is reportedly in talks to acquire Confluent, CRH, Carvana, and Comfort Systems are being added to the S&P 500, the Trump administration will forgive the remaining $11m civil fine against Southwest Airlines, the Trump administration will unveil its aid package for farmers, and “Five Nights at Freddy's 2” won the box office this weekend. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber, Sara Eisen, and Michael Santoli began the hour with breaking news on Netflix's deal for Warner Bros. Discovery - as Paramount Skydance makes a new hostile tender offer. Hear what CEO David Ellison had to say about what's at stake, and why they should be the buyer... Along with what the CEO of IMAX thinks of both offers. Plus: more on IBM's $11B bet on big data - CEO Arvind Krishna joined the team to talk about the company's new deal for Confluent.  Also in focus: A big decision on interest rates ahead. Sara broke down where the Fed stands on both sides of its mandate (employment & inflation) before Crossmark's Bob Doll gave his predictions. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In a CNBC Exclusive: David Faber interviewed Paramount Skydance Chairman & CEO David Ellison, whose company announced a tender offer to acquire Warner Bros. Discovery for $30 per share in cash. The hostile offer comes after Netflix won a bidding war and agreed to buy Warner Bros. assets. Ellison explained why he believes Paramount's offer is superior to that of Netflix, better for WBD shareholders and Hollywood — and more likely to pass regulatory muster. He also sounded off about the WBD sale process. David, Sara Eisen and Michael Santoli discussed stocks' upward momentum ahead of this week's Fed rate decision. Also in focus: IBM's $11 billion deal to acquire Confluent, Morgan Stanley's new Tesla analyst downgrades the stock.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta delays its next mixed reality glasses, IBM acquires Confluent, YouTube CEO Neal Mohan named Time's CEO of the Year. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. If you enjoy what you see you can support theContinue reading "Paramount Launches Hostile Bid To Acquire Warner Bros. Discovery – DTH"

Andrew, Ben, and Tom discuss IBM's near $11B deal for data-infrastructure company Confluent, the Trump administration's $12B farm-aid program, and why the ECB's next move could be a rate hike.Song: The Space Between - Dave Matthews BandFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Today on BlockHash: Robinhood goes global — entering Indonesia’s booming crypto market, IBM drops $11 B for data-infrastructure firm Confluent to power the AI boom, and Binance earns the first global crypto license under Abu Dhabi Global Market (ADGM). Get the full breakdown on what this means for crypto, AI, and emerging tech — and why institutional money could be on the move.

Adi Polak talks to Gwen Shapira (Nile) about her career in databases and data infrastructure. Gwen's first job: a side hustle fixing computers. Her challenge: figuring out why a production report at HP slowed down dramatically after daylight saving time.SEASON 2 Hosted by Tim Berglund, Adi Polak and Viktor Gamov Produced and Edited by Noelle Gallagher, Peter Furia and Nurie Mohamed Music by Coastal Kites Artwork by Phil Vo

US equity futures point to a slightly firmer open, while Asian markets trade mixed and European equities edge lower. Today's focus is on the Federal Reserve ahead of Wednesday's meeting, with a twenty-five basis point rate cut widely expected but rising attention on the risk of a more hawkish message that could limit the path for further easing; Trade developments remain in focus after US officials signaled progress in talks with China over the weekend and prepared for negotiations with India, while France warned of potential tariffs linked to Europe's trade imbalance with China; Investors are also watching AI- and technology-related developments closely, as upcoming earnings and product announcements continue to drive sector rotation and volatility beneath relatively stable headline indices.Companies Mentioned: IBM, Confluent, Boeing, Spirit AeroSystems, Netflix, Warner Bros

Tim Berglund talks to Pratik Patel (Azul Systems) about his career in developer relations and Java. Pratik's first job: computer lab assistant at UNC Chapel Hill. His challenge: working at a large enterprise with manual, slow build processes and transforming them through automation.SEASON 2 Hosted by Tim Berglund, Adi Polak and Viktor Gamov Produced and Edited by Noelle Gallagher, Peter Furia and Nurie Mohamed Music by Coastal Kites Artwork by Phil Vo

Viktor Gamov talks to Matthias J. Sax (Confluent) about his career in stream processing and, specifically, Kafka Streams. Matthias' first job: an electrician-in-training on BMW's assembly lines. His challenge: building Kafka Streams at Confluent with a focus on API design, backward compatibility, and a library-first approach that also fits microservices.SEASON 2 Hosted by Tim Berglund, Adi Polak and Viktor Gamov Produced and Edited by Noelle Gallagher, Peter Furia and Nurie Mohamed Music by Coastal Kites Artwork by Phil Vo

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über gute Chancen auf steigende Aktienkurse, Tristesse beim Bitcoin und drei Deutschland-Reformen, die jetzt auf den Weg gebracht wurden.  Außerdem geht es um: CoreWeave, Microsoft, Oracle, ServiceNow, Meta, Alphabet, Berkshire Hathaway, Uniper, Eon, RWE, Siemens Energy, Lufthansa, Fraport, BMW, Stellantis, Amazon, Intel, Block, Lift, Robinhood, Pinterest, Arista Networks, Roblox, Duolingo, Nu Holdings, Broadcom, Confluent, Micron Technology, Kenvue, Walmart, Keurig Dr Pepper, Freeport McMoran, Las Vegas Sands, BP, Bank of America, Nuccor, D.R. Horten, Chubb, Dominos Pizza, Meta, Nvidia, Figure Technology Solution, Disney, Sunrun, CMS Energy, Merus, Indivior, iShares MSCI EM ETF (WKN: A0RPWJ), Stubhub, CRH, Vistra, Klarna, Bullish, Figma, AMD, Fiserv, American Airline, Trust Financial, XBP Global Holdings, iShares Bitcoin Trust ETF (WKN: A3ERHE). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr „Alles auf Aktien“ findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast „Deffner&Zschäpitz“ hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Listen: https://confluent.buzzsprout.com | In this episode, Tim Berglund talks to his guest, Rachel Pedreschi (DeltaStream), about her career in pre-sales engineering. Her first job: rectory office assistant at her local parish. Her challenge/theme: working at early-stage startups to bridge sales, marketing, and engineering to reach product-market fit.Check out Tim and Rachel's previous podcast, Keyboard and Quill: https://youtube.com/playlist?list=PLihIrF0tCXdeJxpAJgbOsY48B9lD_w24v&si=5NjdA-Rss9Rsmyy1SEASON 2 Hosted by Tim Berglund, Adi Polak and Viktor Gamov Produced and Edited by Noelle Gallagher, Peter Furia and Nurie Mohamed Music by Coastal Kites Artwork by Phil Vo

Listen: https://confluent.buzzsprout.com | Today, Adi Polak talks to her guest, Peter Bell (gather.dev), about his career in software engineering leadership, CTO community building, and AI-driven development. Peter's first job: electronics lab technician at their school (alongside shifts at Tesco). His challenge/theme: working at scale with AI adoption and change management.Check out gather.dev: https://www.gather.dev/SEASON 2 Hosted by Tim Berglund, Adi Polak and Viktor Gamov Produced and Edited by Noelle Gallagher, Peter Furia and Nurie Mohamed Music by Coastal Kites Artwork by Phil Vo

Listen and subscribe on Apple Podcasts | SpotifyHey all, Jason here.In this episode recorded live in Las Vegas this Tuesday during Money20/20, I had the chance to talk with Oscilar cofounder and CEO Neha Narkhede. We had the chance to discuss:* Neha's background as co-creator of Apache Kafka and cofounder of Confluent, which eventually scaled to a $10 billion IPO* How Oscilar is helping both fintechs and banks — including household names like Sofi — to power real-time risk stacks* Thinking about risk as a data and AI problem* Why organizations need to move beyond point solutions and data silos to manage risk effectively* The importance of real-time decisioning across the customer lifecycle, from onboarding/KYC to fraud, credit risk, and transaction monitoring* And more! Get full access to Fintech Business Weekly at fintechbusinessweekly.substack.com/subscribe

Live from Current in New Orleans, join this special episode of DM Radio exploring how Confluent is redefining the data foundation for the age of Agentic AI. Host Eric Kavanagh will interview Andrew Sellers, who will unveil Confluent Intelligence - a new way to deliver trusted, contextual data to AI systems in real time. Then, Kamal Brar will join to discuss how streaming architectures built on Kafka are enabling dynamic, multi-agent frameworks that respond and learn continuously. Learn how real-time context, speed, and data integrity are fueling the next wave of enterprise AI innovation by checking out this episode of DMRadio.

Today, Viktor Gamov talks to his colleague Robin Moffat (Confluent) about his career in data engineering. His first job: paperboy. His challenge: working at a retailer with Oracle materialized views as well as teaching others how to productively approach Kafka's internal systems.Follow Robin: ► Robin's blog: https://rnm1978.wordpress.com/2011/01/08/materialised-views-pct-partition-truncation/► Kafka Listeners explained blog post: https://rmoff.net/2018/08/02/kafka-listeners-explained/► Confluent blog: https://www.confluent.io/blog/kafka-connect-deep-dive-converters-serialization-explained/https://rmoff.net/► Bluesky: https://bsky.app/profile/rmoff.netSEASON 2 Hosted by Tim Berglund, Adi Polak and Viktor Gamov Produced and Edited by Noelle Gallagher, Peter Furia and Nurie Mohamed Music by Coastal Kites Artwork by Phil Vo

Today, Tim Berglund talks to Neha Pawar (StarTree) about her career in real-time analytics and open source database engineering. Her first job: a year-long internship at NVIDIA. Her challenge: leading the technical effort to add native Parquet support into Apache Pinot.SEASON 2 Hosted by Tim Berglund, Adi Polak and Viktor Gamov Produced and Edited by Noelle Gallagher, Peter Furia and Nurie Mohamed Music by Coastal Kites Artwork by Phil Vo

In this episode, Tim talks to Brian Sletten (Bosatsu Consulting) about his career in software development. His first job: working at a small communications company that built network matrix switch interfaces. His challenge/theme: overhauling credit card storage and security at a major hospitality company.SEASON 2 Hosted by Tim Berglund, Adi Polak and Viktor Gamov Produced and Edited by Noelle Gallagher, Peter Furia and Nurie Mohamed Music by Coastal Kites Artwork by Phil Vo

S&P futures are up +0.2% and pointing to a slightly higher open. Asian markets were mixed with Japan and Hong Kong lower. New Zealand posted modest gains after a surprise RBNZ rate cut. Mainland China and South Korea remained closed for holidays. European markets are all firmer in early trades. Gold prices surpassed $4,000/ounce for the first time, driven by haven demand amid economic, fiscal, and geopolitical uncertainties. Year-to-date, gold has delivered over +50% returns, supported by concerns over potential market shocks, a possible US government shutdown, and expectations of further Federal Reserve monetary easing. Bullion-backed ETFs experienced their largest monthly inflows in over three years in September. Companies Mentioned: Exxon Mobil, Intel, NVIDIA, Confluent

Reuters reports that Confluent (CFLT) is weighing a company sale after the data streaming platform collected acquisition interest. George Tsilis adds that the Confluent serves as a backdoor A.I. play. While the stock is moving higher on the headlines, George explains the headlines that lie ahead for Confluent even if a prospective buyer eyes the company for a bid.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

"In the context of where Confluent can play a critical part, it's also the interoperable integration with all the respective AI ecosystems. If you think about what AI is doing, it's working across microservices, working across data lakehouses, databases - could be a different endpoint service. Bringing all that together in a secure and consistent manner, constantly serving that information, is where I think it plays the most pivotal role." - Kamal Brar Fresh out of the studio, Kamal Brar, Senior Vice President of Worldwide ISV and Asia Pacific/Middle East at Confluent, joins us to explore how data streaming platforms are becoming the critical foundation for enterprise AI across the regions. He shares his career journey from Oracle to Confluent, reflecting on his passion for open source technologies and how the LAMP stack era shaped his understanding of real-time data challenges. Kamal explains Confluent's evolution from the category creator of Kafka to a comprehensive data streaming platform combining Kafka, Flink, and Iceberg, emphasizing how real-time data infrastructure enables businesses to harness both public AI models and proprietary enterprise data while maintaining governance and security. He highlights compelling customer stories from India's National Payments Corporation processing billions of UPI transactions daily to healthcare AI applications serving patient needs, showcasing how data streaming solves fragmentation challenges that plague 89% of enterprises attempting AI adoption. Addressing implementation hurdles, he stresses that data infrastructure is the most critical piece for AI success, advocating for standards-based interoperability through Kafka's protocol and Confluent's extensive connector ecosystem to unlock siloed legacy systems. Closing the conversation, Kamal shares his vision for Asia Pacific becoming Confluent's largest growth region, powered by massive-scale innovations in payments, mobile transformation, and AI on the edge for autonomous vehicles and next-generation interfaces. Episode Highlights: [00:00] Quote of the Day by Kamal Brar [01:00] Kamal's Career journey from computing to open source [04:00] Attraction to data streaming and Kafka ecosystem [07:00] Confluent's mission: data streaming platform leadership [10:00] Why data streaming is critical for AI [13:00] Report findings: 89% eager to adopt DSP [14:00] Data fragmentation remains biggest enterprise challenge [17:00] Real-time visibility becomes competitive differentiator [20:00] AI-enabled applications transforming enterprise stack [24:00] India payments: Kafka powers UPI infrastructure [27:00] Data governance and security in AI [33:00] Data infrastructure: foundation for scalable AI [35:00] Connectors enable seamless system interoperability [38:00] Interoperability unlocks fragmented enterprise data [39:00] Asia Pacific driving aggressive regional growth [42:00] What does great look like for Confluent [44:00] Closing Profile: Kamal Brar, Senior Vice President WW ISV [Independent Software Vendor] & Asia Pacific/Middle East, Confluent https://www.confluent.io https://www.linkedin.com/in/kamalbrar Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast: Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

Adi Polak interviews her co-host, Viktor Gamov, about his career's evolution from distributed systems to streaming technology. Viktor's first job: apple picking. His challenge/theme: staying curious and non-judgmental in the ever-changing landscape of tech.SEASON 2 Hosted by Tim Berglund, Adi Polak and Viktor Gamov Produced and Edited by Noelle Gallagher, Peter Furia and Nurie Mohamed Music by Coastal Kites Artwork by Phil Vo

Viktor Gamov interviews his co-host, Tim Berglund, about his career in the world of streaming data. Tim's first job: Burger King broiler steamer. His challenge/theme: pivoting from working in hardware and firmware to finding his calling in enterprise software and developer relations.SEASON 2 Hosted by Tim Berglund, Adi Polak and Viktor Gamov Produced and Edited by Noelle Gallagher, Peter Furia and Nurie Mohamed Music by Coastal Kites Artwork by Phil Vo

The Confluent Developer Podcast is here! For this first episode, Tim Berglund talks to his co-host, Adi Polak (Confluent), about her career in distributed data systems. Her first job: neighborhood dogwalker. Her challenge/theme: early Hadoop, working at Akamai on data optimization and real-time threat detection for huge global customers like Apple, Nike, Facebook and others, and the power of collaboration. SEASON 2 Hosted by Tim Berglund, Adi Polak and Viktor Gamov Produced and Edited by Noelle Gallagher, Peter Furia and Nurie Mohamed Music by Coastal Kites Artwork by Phil Vo

DIMANCHE 21 SEPTEMBRE 2025 Xavier Buffo - Château de La Rivière (Fronsac)Dominant la vallée de la Dordogne, le Château de La Rivière marie histoire, terroir et art de vivre sur ses 65 hectares de vignoble. Entre caves monumentales, chambres d'hôtes de charme et festival Confluent d'Arts, chaque visite est une expérience unique. Engagé pour la biodiversité et l'innovation durable, le domaine incarne l'excellence et l'authenticité du Fronsac.Nicolas Chain - Easy WineBientôt à Guérard, la Maison du Vin d'Île-de-France devient le rendez-vous incontournable pour explorer le vignoble francilien. Parcours immersif, dégustations, animations ludiques et bar à vins mettent le terroir à l'honneur. Entre événements, ateliers et boutique, ce lieu vivant célèbre toute l'année le patrimoine et le savoir-faire des vignerons d'Île-de-France.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

The apps and websites we use every day depend on systems most of us never see.Jay Kreps joins Joubin Mirzadegan to share how Confluent became the ‘central nervous system' for companies like Expedia and eBay, letting them respond to business operations instantly.They also break down why the myth of AI-driven efficiency falls short, and why building truly transformative companies takes far longer than most people expect.​Guest: Jay Kreps, Co-Founder & CEO of ConfluentConnect with JayXLinkedInConnect with JoubinXLinkedInEmail: grit@kleinerperkins.com​Learn more about Kleiner Perkins

In this lecture, we explore Romans 12:1-2, focusing on the call to offer our bodies as living sacrifices, aligning our lives with God's mercy and will. The discussion initiates with a prayer, setting a reflective tone as participants are invited to engage with the message of transformation through the renewing of their minds. This theme becomes the bedrock for a comprehensive examination of cultural paradigms surrounding relationships, particularly in the context of singleness, marriage, and family.The speaker congratulates attendees for reaching the final session of a series that thoughtfully deconstructs contemporary relationship dynamics through the lens of biblical teaching. A critical assertion is made: the need to resist conforming to the prevailing patterns of our cultural moment, which are often found to be ineffective, as supported by sociological evidence. Instead, a call to be rejuvenated in our thinking through God's guidance is emphasized, fostering a framework for exploring meaningful alternatives to societal norms.Throughout the discussion, we are urged to reflect on the cultural 'fish bowl' that we inhabit, recognizing the various historical contexts in which Christians have navigated their faith concerning relationships. This leads to a series of hypothetical 'small plates'—creative suggestions aimed at prompting thoughtful actions among the audience. Ideas include experimenting with alternative living arrangements that incorporate communal practices, recognizing the often-overlooked valor in celibacy, fostering new environments for dating that prioritize integrity and joy, and advocating for open dialogues around the challenges of marriage, singleness, and parenting.A critical analysis of current relationship paradigms follows, centering around the concept of "confluent love," as coined by sociologist Anthony Giddens. This type of love is characterized by active, contingent relationships that hinge on mutual satisfaction rather than deep-rooted commitment. The implications of such a paradigm are dissected, revealing how it often transforms relationships into transactional experiences, where the worth of companionship is constantly evaluated against personal satisfaction, leading to a potential cycle of abandonment and superficial connections.The lecture then pivots to the Christian understanding of love as modeled by Jesus—an unreserved and sacrificial love that calls for self-giving rather than self-seeking. Through a barrage of New Testament texts, the speaker illustrates that the essence of Christ-like love is one of commitment and transformation, contrasting sharply with the fluidity of confluent love. By exploring how love in the Christian context is inherently linked to the act of giving, participants are invited to reconsider the metrics they apply to their relationships, focusing less on personal gain and more on how they can serve and love others.As the lecture approaches its conclusion, questions are posed about the deeply ingrained societal views on relationships, encouraging attendees to introspectively assess their own prevailing beliefs and approaches. The takeaway emphasizes that understanding and embracing Christ's model of committed love has the power to shift relational dynamics, fostering deeper connections and a more profound intimacy both with God and with others. The concluding message reinforces the idea that our relationship with Christ—the ultimate expression of committed love—should inform and transform all other human relationships.This engaging exploration of relational paradigms ultimately aims to refocus the audience on their foundational relationship with Christ, highlighting that recognizing His unwavering love and commitment provides a liberating framework for all personal relationships. The lecture closes with a heartfelt prayer inviting the Holy Spirit to enrich participants' lives with the transformative love of God.

Weekly episodes launching Sept. 22! | Hi, I'm Tim Berglund. It's been about four years since I've been podcasting at Confluent, and "Streaming Audio" has been on hiatus for a little more than two, but I've got great news: we are back! We're back with a new name, a new format, and new hosts. Welcome to the Confluent Developer Podcast, where we talk to software developers of all stripes about some of the most interesting problems they've solved in their career. I'll be joined by my co-hosts, Adi Polak and Viktor Gamov. And hey, you know, we're all basically Kafka people, so of course, we're going to gravitate towards experts in data streaming and the technologies relevant in that space. But you know what? We're not limited to that. Really, we want to talk to developers of all kinds about the toughest problems they've solved and how that process changed them and changed the environment around them. So join us. We're launching September 22 with weekly episodes on the Confluent Developer YouTube channel or wherever it is you get your podcasts. We'll see you soon.SEASON 2 Hosted by Tim Berglund, Adi Polak and Viktor Gamov Produced and Edited by Noelle Gallagher, Peter Furia and Nurie Mohamed Music by Coastal Kites Artwork by Phil Vo

In the August livestream, Jason and Jeff answer questions live, discuss notable earnings reports from the last month, and provide an update on the Investing Unscripted portfolio contest.01:21 Viewer Interaction and Comments02:50 Market Vibes and Economic Outlook15:50 Earnings Season Insights25:31 Confluent and Outset Medical Discussion33:07 Investment Strategies and Position Sizing35:34 UnitedHealth and Berkshire's Investment Moves40:29 Portfolio Contest Update46:00 Tobacco Stocks and Meme Stocks Discussion48:51 QuantumScape's Progress and Potential51:36 Airbnb's Growth and Challenges57:19 Enphase Energy and Solar Market InsightsCompanies mentioned: ABNB, CFLT, ENPH, OM, TTD, UNH, QS*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über neue Rekorde an der Wall Street, Trumps Goldman-Bashing, und Circle's freche Aktienverkäufe. Darüber hinaus geht es um 180 Life Sciences Corp, Alphabet, Coreweave, Rigetti Computing, Springer Nature, Patrizia, SAP, Hannover Rück, Confluent, Asana, Atlassian, Hubspot, Samsara, Gitlab, Mongo DB, Fastly, Adobe, Elastic, Twilio und Xtrackers FTSE Vietnam Swap ETF (WKN: DBX1AG), Xtrackers S&P Select Frontier Swap ETF (WKN: DBX1A9), MSCI EFM Africa Top 50 Capped Swap ETF (WKN: DBX0HX). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

What does it mean to be agentic? Is there a spectrum of agency?  In this episode of The Analytics Engineering Podcast, Tristan Handy talks to Sean Falconer, senior director of AI strategy at Confluent, about AI agents. They discuss what truly makes software "agentic," where agents are successfully being deployed, and how to conceptualize and build agents within enterprise infrastructure.  Sean shares practical ideas about the changing trends in AI, the role of basic models, and why agents may be better for businesses than for consumers. This episode will give you a clear, practical idea of how AI agents can change businesses, instead of being a vague marketing buzzword. For full show notes and to read 6+ years of back issues of the podcast's companion newsletter, head to https://roundup.getdbt.com. The Analytics Engineering Podcast is sponsored by dbt Labs.

Bret Taylor's legendary career includes being CTO of Meta, co-CEO of Salesforce, chairman of the board at OpenAI (yes, during that drama), co-creating both Google Maps and the Like button, and founding three companies. Today he's the founder and CEO of Sierra, an AI agent company transforming customer service. He's one of the few people I've met who's been wildly successful at every level—from engineer to C-suite executive to founder—and across almost every discipline, including PM, engineer, CTO, COO, CPO, CEO, and board member.In this conversation, you'll learn:1. The brutal product review that nearly ended his Google career—and how that failure led to creating Google Maps2. The question Sheryl Sandberg taught him to ask every morning (“What's the most impactful thing I can do today?”) that transformed how he approached every role3. The three AI market segments that matter4. Why AI agents will replace SaaS products5. His framework for knowing whose advice to actually listen to—and how that came in handy during the OpenAI board drama6. The counterintuitive go-to-market strategy most AI startups get wrong7. Sierra's outcome-based pricing model that's transforming how enterprise software is sold (and why every SaaS company should adopt it)8. What he's teaching his kids about AI that every parent should know—Brought to you by:CodeRabbit—Cut code review time and bugs in half. Instantly: https://coderabbit.link/lennyBasecamp—The famously straightforward project management system from 37signals: https://www.basecamp.com/lennyVanta—Automate compliance. Simplify security: https://vanta.com/lenny—Where to find Bret Taylor:• X: https://x.com/btaylor• LinkedIn: https://www.linkedin.com/in/brettaylor/—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 Bret Taylor(04:10) Bret's early career and first major mistake(08:24) The birth of Google Maps(11:57) Lessons from FriendFeed and the importance of honest feedback(31:30) The future of coding and AI's role(45:26) Preparing the next generation for an AI-driven world(48:46) AI in education(52:05) Business strategies in the AI market(01:04:38) Outcome-based pricing in AI(01:09:15) Productivity gains and AI(01:17:35) Go-to-market strategies for AI products(01:21:49) Lightning round and final thoughts—Referenced:• Marissa Mayer on LinkedIn: https://www.linkedin.com/in/marissamayer/• “Lazy Sunday”—SNL: https://www.youtube.com/watch?v=sRhTeaa_B98• Quip: https://quip.com/• Sierra: https://sierra.ai/• FriendFeed: https://en.wikipedia.org/wiki/FriendFeed• Sheryl Sandberg on LinkedIn: https://www.linkedin.com/in/sheryl-sandberg-5126652/• Jim Norris on LinkedIn: https://www.linkedin.com/in/halfspin/• Paul Buchheit on X: https://x.com/paultoo• Sanjeev Singh on LinkedIn: https://www.linkedin.com/in/sanjeev-singh-20a1b72/• Barack Obama: https://www.obamalibrary.gov/obamas/president-barack-obama• Oprah Winfrey: https://en.wikipedia.org/wiki/Oprah_Winfrey• Ashton Kutcher: https://en.wikipedia.org/wiki/Ashton_Kutcher• PayPal Mafia: https://en.wikipedia.org/wiki/PayPal_Mafia• Sam Altman on X: https://x.com/sama• Warren Buffett on X: https://x.com/warrenbuffett• Unix: https://en.wikipedia.org/wiki/Unix• Fortran: https://en.wikipedia.org/wiki/Fortran• C: https://en.wikipedia.org/wiki/C_(programming_language)• Python: https://www.python.org/• Perl: https://www.perl.org/• Rust: https://www.rust-lang.org/• Eleven Labs: https://elevenlabs.io/• The exact AI playbook (using MCPs, custom GPTs, Granola) that saved ElevenLabs $100k+ and helps them ship daily | Luke Harries (Head of Growth): https://www.lennysnewsletter.com/p/the-ai-marketing-stack• Confluent: https://www.confluent.io/• Databricks: https://www.databricks.com/• Snowflake: https://www.snowflake.com• Harvey: https://www.harvey.ai/• Behind the founder: Marc Benioff: https://www.lennysnewsletter.com/p/behind-the-founder-marc-benioff• Larry Summers's website: https://larrysummers.com/• AutoCAD: https://www.autodesk.com/products/autocad/overview• Revit: https://www.autodesk.com/products/revit/• The art and science of pricing | Madhavan Ramanujam (Monetizing Innovation, Simon-Kucher): https://www.amazon.com/Monetizing-Innovation-Companies-Design-Product/dp/1119240867• Pricing your AI product: Lessons from 400+ companies and 50 unicorns | Madhavan Ramanujam: https://lenny.substack.com/p/pricing-and-scaling-your-ai-product-madhavan-ramanujam• Cursor: https://cursor.com/• CodeX: https://openai.com/codex/• Claude Code: https://www.anthropic.com/claude-code• The rise of Cursor: The $300M ARR AI tool that engineers can't stop using | Michael Truell (co-founder and CEO): https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell• DirecTV: https://www.directv.com/• SiriusXM: https://www.siriusxm.com/• Wayfair: https://www.wayfair.com/• Akai: https://www.akaipro.com/• Chubbies Shorts: https://www.chubbiesshorts.com/• Weight Watchers: https://www.weightwatchers.com/• CLEAR: https://www.clearme.com/• Stripe: https://stripe.com/• Building product at Stripe: craft, metrics, and customer obsession | Jeff Weinstein (Product lead): https://www.lennysnewsletter.com/p/building-product-at-stripe-jeff-weinstein• Twilio: https://www.twilio.com/• ServiceNow: https://www.servicenow.com/• Adobe: https://www.adobe.com/• Jobs to be done: https://jobs-to-be-done.com/jobs-to-be-done-a-framework-for-customer-needs-c883cbf61c90• The ultimate guide to JTBD | Bob Moesta (co-creator of the framework): https://www.lennysnewsletter.com/p/the-ultimate-guide-to-jtbd-bob-moesta• Inception: https://www.imdb.com/title/tt1375666/• Alan Kay's quote: https://www.brainyquote.com/quotes/alan_kay_100831• Jobs at Sierra: https://sierra.ai/careers—Recommended books:• Monetizing Innovation: How Smart Companies Design the Product Around the Price: https://www.amazon.com/Monetizing-Innovation-Companies-Design-Product/dp/1119240867• Competing Against Luck: The Story of Innovation and Customer Choice: https://www.amazon.com/Competing-Against-Luck-Innovation-Customer/dp/0062435612• Endurance: Shackleton's Incredible Voyage: https://www.amazon.com/Endurance-Shackletons-Incredible-Alfred-Lansing/dp/0465062881—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

Send us a textDeep Diving into the future of AI: Join Dr. Sean Falconer — AI Entrepreneur in Residence at Confluent, software engineering leader, and developer relations expert — for a deep dive into the future of AI, data streaming, and what it really means to build at the edge of innovation. From managing multiple LLMs to testing autonomous agents and sharing his bold contrarian takes, Sean helps us simplify the complexity of today's tech.

Send us a textDeep Diving into the future of AI: Join Dr. Sean Falconer — AI Entrepreneur in Residence at Confluent, software engineering leader, and developer relations expert — for a deep dive into the future of AI, data streaming, and what it really means to build at the edge of innovation. From managing multiple LLMs to testing autonomous agents and sharing his bold contrarian takes, Sean helps us simplify the complexity of today's tech.

How do usage-based SaaS companies convert transactional or variable revenue into Annual Recurring Revenue (ARR)? Episode #299 gives you a practical framework for presenting usage-based ARR to your Board, investors, and internal teams with clarity and confidence. After manually reviewing hundreds of public filings and investor materials, Ben Murray breaks down the real-world methods used by companies like Confluent and Datadog to turn usage into ARR. What You'll Learn The most common method for usage-based ARR The second most common method How these methods compare to traditional MRR x 12 for subscription models Why ARR is often used as a North Star Metric and how transparency is improving across SaaS companies. Resources Mentioned Webinar Replay & Slide Deck (~59 slides): Get definitions, examples, and real ARR formulas from leading SaaS companies: https://www.thesaasacademy.com/offers/zz3ZR2WL Ben's Research Process “Over 100 hours of manual research. I tried using AI—OpenAI couldn't handle it. I had to read the filings myself. These ARR methods are backed by real-world data from public SaaS companies.”

In this episode of Path to Market, Seedcamp's Natasha Lytton and Pipeline Ventures' Micah Smurthwaite are joined by Gia Scinto, Partner at The Cole Group and one of the most seasoned go-to-market talent experts in tech. Gia has helped build out executive teams at category-defining startups like Stripe, Airbnb, Datadog, Canva, and Confluent — and previously led talent at Y Combinator and Andreessen Horowitz.Gia shares hard-earned lessons from years of recruiting top-tier GTM leaders and partnering directly with founders at every stage, from pre-seed to IPO. In this conversation, she breaks down how to hire your first sales leader, how to evaluate candidates for stage fit and values alignment, and how to avoid common hiring pitfalls that can cost startups months of momentum.From sales methodology and hiring frameworks to founder mindset and onboarding tactics, this episode is packed with tactical insights for founders, operators, and investors alike.Here's what's covered:02:34 Building the First GTM Talent Function in VC06:25 From a16z to YC: Supporting Founders Across Stages09:42 First Sales Hire vs. Later-Stage Leadership13:38 The Anatomy of a Great Recruiting Process22:26 Best Interview Questions for Sales Roles29:45 How to Pitch Senior Candidates at Early Stage33:39 What GTM Leaders Want to Hear44:35 Why Sales Hires Fail — and How to Avoid It47:36 Systems, Team Design & Ops from 0 to $10M51:42 Advice for GTM Candidates: How to Pick Your Next Role

Eric Vishria is a General Partner at Benchmark Capital.Our conversation goes inside the new class of startups going zero to $100 million ARR in 12 months, the ways AI is changing company building, and how Eric and Benchmark make new investments.We get into the risk rewards of Series As today, how Benchmark competes to work with founders, and and why the best storytellers win.We also talk about parallels between the 90's, 2000's, and today, and how the archetype of successful founders has changed in the age of AI.Thanks to Spenser Skates, Sajith Wickramasekara, Bobby DeSimone, and Semil Shah for help brainstorming topics for Eric!Special thanks to this episode's sponsors:Bolt: Help them break a world record for the largest hackathon - up to $1m in prizes. Sign-up here. Numeral: The end-to-end platform for sales tax and compliance. Try it here.Timestamps:(5:17) What gets Eric excited about a new investment(7:48) Backing learning machines(12:34) Backing Cerebras at inception(16:20) Why the best storytellers win(21:17) How Eric works with founders(26:38) Companies going zero to $100m in 12 months(31:09) Revenue quality of AI products(32:41) Moats and business models in AI(38:41) AI margins and runway(41:14) Parallels between winners of the 90's and today(44:54) Archetypes of the best AI founders(50:43) SaaS companies successfully pivoting to AI(53:43) LLMs are most comparable to transistors in the 1950s(56:19) Ways Eric uses AI personally(58:05) How VC has changed over the past decade(1:01:40) VC is a hustler's business(1:03:20) Backing extraordinary companies is all that matters(1:09:36) What makes Benchmark unique(1:17:03) How Benchmark makes investment decisions(1:18:38) Skipping senior year of high school(1:20:21) Working with Ben Horowitz and Marc Andreessen ‘00-'08(1:24:42) Starting RockMelt, selling to Yahoo(1:26:28) Joining Benchmark in 2014(1:28:08) Investing in Confluent one month later(1:28:50) Lessons from Spenser at Amplitude(1:29:36) Fireworks AI's hyper growth(1:30:49) Pricing in AI changing from tokens to outcomes(1:32:23) Ways Eric's perception of VCs changed after becoming one(1:34:07) How to build a management team(1:38:21 )The best CEOs make new mistakes(1:39:50) Why there should be more public companies(1:44:03) “Even great companies can be overvalued”ReferencedBenchmarkCerebrasBenchlingBen Thompson + Mark Zuckerberg InterviewConfluentAmplitudeFireworks AIAndy Price at Artisinal TalentFollow EricX / TwitterLinkedInFollow TurnerX/ TwitterLinkedInSubscribe to my newsletter to get every episode + the transcript in your inbox every week

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Jon Yoo, CEO of Suger, shares how his company automates the complex & challenging workflows of selling software through cloud marketplaces like AWS.Topics Include:Jon Yoo is co-founder/CEO of Suger.Suger automates B2B marketplace workflows.Handles listing, contracts, offers, billing for marketplaces like AWS.Co-founder previously led Confluent's marketplace enablement product.Confluent had 40-50% revenue through cloud marketplaces.Required 10-20 engineers working solely on marketplace integration.Engineers prefer core product work over marketplace integration.Product/engineering leaders struggle with marketplace deployment requirements.Marketplace customers adopt without marketing, creating unexpected management needs.Version control is challenging for marketplace-deployed products.License management through marketplace creates engineering challenges.Suger helps sell, resell, co-sell through AWS Marketplace.Marketplace integration isn't one-time; requires ongoing maintenance.Business users constantly request marketplace automation features.Suger works with Snowflake, Intel, and AI startups.Data security concerns drive self-hosted AI deployments.AI products increasingly deploy via AMI/container solutions.AI products use usage-based pricing, not seat-based.Usage-based pricing creates complex billing challenges.AI products are tested at unprecedented rates.Two deployment options: vendor cloud or customer cloud.SaaS requires reporting usage to marketplace APIs.Customer-hosted deployment simplifies some billing aspects.Marketplaces need integration with ERP systems.Version control particularly challenging for AI products.Companies need automated updates for marketplace-deployed products.License management includes scaling up/down and expiration handling.Suger aims to integrate with GitHub for automatic updates.Participants:· Jon Yoo – CEO and Co-founder, SugerSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon/isv/

Ever tried solving DNS security across a multi-cloud, multi-cluster Kubernetes setup? In this episode recorded live at KubeCon, Ashish chats with Nimisha Mehta and Alvaro Aleman from Confluent's Kubernetes Platform Team.Together, they break down the complex journey of migrating to Cilium from default CNI plugins across Azure AKS, AWS EKS, and Google GKE. You'll hear:How Confluent manages Kubernetes clusters across cloud providers.Real-world issues encountered during DNS security migration.Deep dives into cloud-specific quirks with Azure's overlay mode, GKE's Cilium integration, and AWS's IP routing limitations.Race conditions, IP tables, reverse path filters, and practical workarounds.Lessons they'd share for any platform team planning a similar move.Guest Socials: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alvaro's Linkedin + Nimisha's Linkedin Podcast Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@CloudSecPod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you want to watch videos of this LIVE STREAMED episode and past episodes - Check out our other Cloud Security Social Channels:-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cloud Security Podcast- Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cloud Security Newsletter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cloud Security BootCamp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you are interested in AI Cybersecurity, you can check out our sister podcast -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AI Cybersecurity PodcastQuestions asked:(00:00) Introduction(01:55) A bit about Alvaro(02:41) A bit about Nimisha(03:11) About their Kubecon NA talk(03:51) The Cilium use case(05:16) Using Kubernetes Native tools in all 3 cloud providers(011:41) Lessons learnt from the projectResources spoken about during the interviewConfluent's Multi-Cloud Journey to Cilium: Pitfalls and Lessons Lea... Nimisha Mehta & Alvaro Aleman

Friend of the pod Colleen McCreary discusses some big news: her return to a CPO role at a remote-first public company (Confluent). She shares insights on navigating the first 90 days, organizational change, implementing a company-wide initiative to eliminate unnecessary processes, and gearing up for lots of 1:1s. Colleen, Kelli, and Nolan discuss transparent leadership, building community in remote environments, and bringing humanity to workplace policies—all while balancing the challenges of joining an established company as an executive with a public reputation*Email us your questions or topics for Kelli & Nolan: hrheretics@turpentine.coFor coaching and advising inquire at https://kellidragovich.com/HR Heretics is a podcast from Turpentine.—

In this episode, Brian and Fareed discuss the challenges facing product managers in the AI era with Shaun Clowes, CPO at Confluent. Many product professionals are questioning their future as traditional PM workflows—documentation, basic prioritization, and coordination—become increasingly automated. Yet this technological shift isn't eliminating the product management function; rather, it's elevating what has always differentiated exceptional PMs from average ones. While low-value processes are being automated away, the core elements that create product success—strategic vision, judgment, taste, and leadership—are becoming dramatically more valuable.

Andy is the founder of Artisanal Ventures and Artisanal Talent, one of Silicon Valley's top search firms. He's helped build leadership teams at companies like Databricks, Snowflake, Confluent, Abnormal Security, AcuityMD, and many more.In this episode, he shares…- How founders can differentiate in the talent war today- Maximizing the success rate of executive hires- Why interviews are a waste of time- The best ways to do references- How to choose the right search firm& more (00:00) Intro(02:02) Andy Price's Background and Career Journey(03:20) The Role of Founders in Hiring(04:32) Challenges in Early Stage Hiring(10:08) Importance of Venture Capital Brand(12:14) Effective Search Processes and Candidate Evaluation(23:27) Backchannel References and Networking(29:10) Identifying Key Players in Sales Growth(29:44) The Importance of Minimal Disruption(30:40) Effective Founder-Executive Relationships(30:57) The Role of Soak Time in Differentiation(31:52) Hiring Strategies for Rapid Growth(33:42) Common Failure Modes in Hiring(34:32) Aligning Founder and Executive Expectations(38:26) Building a Strong Talent Acquisition Team(40:51) The Talent Wars and Hiring Choke Points(44:24) Balancing Skill Sets and Company Culture(47:29) Evaluating and Upleveling Team Members(49:59) The Importance of Forecasting and Planning(51:34) Handling Executive Transitions Smoothly(59:09) The Art of Firing: Best Practices(59:32) Handling Employee Terminations with Dignity(01:02:19) Negotiating with Candidates: Tips and Tricks(01:06:31) Understanding Compensation Trends(01:08:18) Avoiding Common Founder Mistakes(01:11:28) Scaling Operations in Hypergrowth(01:15:00) Navigating the Current VC and Talent Ecosystem(01:23:34) The Importance of Specialized Search Firms(01:28:03) Adapting to the New Market Realities(01:30:46) Final Thoughts and Reflections Executive Producer: Rashad AssirProducer: Leah ClapperMixing and editing: Justin Hrabovsky Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

Shaun Clowes is the chief product officer at Confluent and former CPO at Salesforce's MuleSoft and at Metromile. He was also the first head of growth at Atlassian, where he led product for Jira Agile and built the first-ever B2B growth team. In our conversation, we discuss:• Why most PMs are bad, and how to fix this• Why great AI products are all about the data• Why he changed his mind about being data-driven• How to build your B2B growth team• How to choose your next career stop• Much more—Brought to you by:• Enterpret—Transform customer feedback into product growth• BuildBetter—AI for product teams• Wix Studio—The web creation platform built for agencies—Find the transcript at: https://www.lennysnewsletter.com/p/why-great-ai-products-are-all-about-the-data-shaun-clowes—Where to find Shaun Clowes:• X: https://x.com/ShaunMClowes• LinkedIn: https://www.linkedin.com/in/shaun-clowes-80795014/• Website: https://shaunclowes.com/about-shaun• Reforge: https://www.reforge.com/profiles/shaun-clowes—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) Shaun's background(05:08) The state of product management(09:33) Becoming a 10x product manager(13:23) Specific ways to leverage AI in product management(17:15) Feedback rivers(19:20) AI's impact on data management(24:35) The future of enterprise businesses with AI(35:41) Data-driven decision-making(45:50) Building effective growth teams(50:18) The evolution of product-led growth(56:16) Career insights and decision-making(01:07:45) Failure corner(01:12:32) Final thoughts and lightning round—Referenced:• Steve Blank's website: https://steveblank.com/• Getting Out of the Building. 2 Minutes to See Why: https://www.youtube.com/watch?v=TbMgWr1YVfs• OpenAI: https://openai.com/• Claude: https://claude.ai/• Sachin Rekhi on LinkedIn: https://www.linkedin.com/in/sachinrekhi/• Video: Building Your Product Intuition with Feedback Rivers: https://www.sachinrekhi.com/video-building-your-product-intuition-with-feedback-rivers• Confluent: https://www.confluent.io• Workday: https://www.workday.com/• Lenny and Friends Summit: https://lennyssummit.com/• A conversation with OpenAI's CPO Kevin Weil, Anthropic's CPO Mike Krieger, and Sarah Guo: https://www.youtube.com/watch?v=IxkvVZua28k• Anthropic: https://www.anthropic.com/• Salesforce: https://www.salesforce.com/• Atlassian: https://www.atlassian.com/• Jira: https://www.atlassian.com/software/jira• Ashby: https://www.ashbyhq.com/• Occam's razor: https://en.wikipedia.org/wiki/Occam%27s_razor• Breaking the rules of growth: Why Shopify bans KPIs, optimizes for churn, prioritizes intuition, and builds toward a 100-year vision | Archie Abrams (VP Product, Head of Growth at Shopify): https://www.lennysnewsletter.com/p/shopifys-growth-archie-abrams• Charlie Munger quote: https://www.goodreads.com/quotes/11903426-show-me-the-incentive-and-i-ll-show-you-the-outcome• Elena Verna on how B2B growth is changing, product-led growth, product-led sales, why you should go freemium not trial, what features to make free, and much more: https://www.lennysnewsletter.com/p/elena-verna-on-why-every-company• The ultimate guide to product-led sales | Elena Verna: https://www.lennysnewsletter.com/p/the-ultimate-guide-to-product-led• Metromile: https://www.metromile.com/• Tom Kennedy on LinkedIn: https://www.linkedin.com/in/tom-kennedy-37356b2b/• Building Wiz: the fastest-growing startup in history | Raaz Herzberg (CMO and VP Product Strategy): https://www.lennysnewsletter.com/p/building-wiz-raaz-herzberg• Wiz: https://www.wiz.io• Colin Powell's 40-70 rule: https://www.42courses.com/blog/home/2019/12/10/colin-powells-40-70-rule• Detroiters on Netflix: https://www.netflix.com/title/80165019• Glean: https://www.glean.com/• Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity: https://www.amazon.com/Radical-Candor-Kick-Ass-Without-Humanity/dp/1250103509• Listen: Five Simple Tools to Meet Your Everyday Parenting Challenges: https://www.amazon.com/Listen-Simple-Everyday-Parenting-Challenges/dp/0997459301• Empress Falls Canyon and abseiling: https://bmac.com.au/blue-mountains-canyoning/empress-falls-canyon-and-abseiling—Recommended books:• The Lean Startup: How Today's Entrepreneurs Use Continuous Innovation to Create Radically Successful Businesses: https://www.amazon.com/Lean-Startup-Entrepreneurs-Continuous-Innovation/dp/0307887898• Inspired: How to Create Products Customers Love: https://www.amazon.com/Inspired-Create-Products-Customers-Love/dp/0981690408—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. Get full access to Lenny's Newsletter at www.lennysnewsletter.com/subscribe