Podcasts about Cortex

Performance levels enabling next-gen applications. The STM32V8 is the first Cortex-M85 microcontroller with 4 MB of embedded phase-change memory built on the most advanced 18-nm process technology.

In this episode of Run the Numbers, CJ breaks down the 5,000-year history of marketplaces—from Mesopotamia to Amazon—and the economics behind take rates, trust layers, and vertical unbundling. We unpack Airbnb's fee backlash, Facebook Marketplace's hidden value, why inventory kills platforms, and how AI will reshape discovery—without eliminating the middleman.—SPONSORS:Rillet 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.aiBrex 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.com—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNCJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.comSlacker Stuff: https://www.slackerstuff.com/Ben: https://www.linkedin.com/in/slackerstuff/—RELATED EPISODES:The Mindshare Advantage Marketplace Success With Boris Wertz of Version One Ventureshttps://youtu.be/kN61sAxw_ykThe Marketplace Plus Model Explained | Colin Gardiner of Yonder VChttps://youtu.be/VIWFVwCfyLEA CFO Explains the History of EBITDAhttps://youtu.be/JySZv_fSNqs—TIMESTAMPS:0:00 Preview1:34 Marketplace Origins2:48 The Digital Shift5:55 Unbundling of Craigslist9:56 Sponsors — Rillet | Tabs | Abacum13:21 Smart Phone Revolution17:33 Take Rate Calculations21:08 When the Marketplace Crosses the Line24:49 Sponsors — Brex | Metronome | RightRev28:09 When Fees Become Friction30:37 The Marketplace Plus Model33:26 The $100B Flea Market36:14 The Inventory Trap40:07 The Disintermediation Problem42:35 Convenience Beats Inspection45:09 AI Compresses the Marketplace47:56 You Can't Cut Out the Middleman50:03 Credits#RunTheNumbersPodcast #Marketplaces #PlatformEconomy #Middleman #TechStrategy

Bryan Cantrill is the co-founder and CTO of Oxide Computer Company. We discuss why the biggest cloud providers don't use off the shelf hardware, how scaling data centers at samsung's scale exposed problems with hard drive firmware, how the values of NodeJS are in conflict with robust systems, choosing Rust, and the benefits of Oxide Computer's rack scale approach. This is an extended version of an interview posted on Software Engineering Radio. Related links Oxide Computer Oxide and Friends Illumos Platform as a Reflection of Values RFD 26 bhyve CockroachDB Heterogeneous Computing with Raja Koduri Transcript You can help correct transcripts on GitHub. Intro [00:00:00] Jeremy: Today I am talking to Bryan Cantrill. He's the co-founder and CTO of Oxide computer company, and he was previously the CTO of Joyent and he also co-authored the DTrace Tracing framework while he was at Sun Microsystems. [00:00:14] Jeremy: Bryan, welcome to Software Engineering radio. [00:00:17] Bryan: Uh, awesome. Thanks for having me. It's great to be here. [00:00:20] Jeremy: You're the CTO of a company that makes computers. But I think before we get into that, a lot of people who built software, now that the actual computer is abstracted away, they're using AWS or they're using some kind of cloud service. So I thought we could start by talking about, data centers. [00:00:41] Jeremy: 'cause you were. Previously working at Joyent, and I believe you got bought by Samsung and you've previously talked about how you had to figure out, how do I run things at Samsung's scale. So how, how, how was your experience with that? What, what were the challenges there? Samsung scale and migrating off the cloud [00:01:01] Bryan: Yeah, I mean, so at Joyent, and so Joyent was a cloud computing pioneer. Uh, we competed with the likes of AWS and then later GCP and Azure. Uh, and we, I mean, we were operating at a scale, right? We had a bunch of machines, a bunch of dcs, but ultimately we know we were a VC backed company and, you know, a small company by the standards of, certainly by Samsung standards. [00:01:25] Bryan: And so when, when Samsung bought the company, I mean, the reason by the way that Samsung bought Joyent is Samsung's. Cloud Bill was, uh, let's just say it was extremely large. They were spending an enormous amount of money every year on, on the public cloud. And they realized that in order to secure their fate economically, they had to be running on their own infrastructure. [00:01:51] Bryan: It did not make sense. And there's not, was not really a product that Samsung could go buy that would give them that on-prem cloud. Uh, I mean in that, in that regard, like the state of the market was really no different. And so they went looking for a company, uh, and bought, bought Joyent. And when we were on the inside of Samsung. [00:02:11] Bryan: That we learned about Samsung scale. And Samsung loves to talk about Samsung scale. And I gotta tell you, it is more than just chest thumping. Like Samsung Scale really is, I mean, just the, the sheer, the number of devices, the number of customers, just this absolute size. they really wanted to take us out to, to levels of scale, certainly that we had not seen. [00:02:31] Bryan: The reason for buying Joyent was to be able to stand up on their own infrastructure so that we were gonna go buy, we did go buy a bunch of hardware. Problems with server hardware at scale [00:02:40] Bryan: And I remember just thinking, God, I hope Dell is somehow magically better. I hope the problems that we have seen in the small, we just. You know, I just remember hoping and hope is hope. It was of course, a terrible strategy and it was a terrible strategy here too. Uh, and the we that the problems that we saw at the large were, and when you scale out the problems that you see kind of once or twice, you now see all the time and they become absolutely debilitating. [00:03:12] Bryan: And we saw a whole series of really debilitating problems. I mean, many ways, like comically debilitating, uh, in terms of, of showing just how bad the state-of-the-art. Yes. And we had, I mean, it should be said, we had great software and great software expertise, um, and we were controlling our own system software. [00:03:35] Bryan: But even controlling your own system software, your own host OS, your own control plane, which is what we had at Joyent, ultimately, you're pretty limited. You go, I mean, you got the problems that you can obviously solve, the ones that are in your own software, but the problems that are beneath you, the, the problems that are in the hardware platform, the problems that are in the componentry beneath you become the problems that are in the firmware. IO latency due to hard drive firmware [00:04:00] Bryan: Those problems become unresolvable and they are deeply, deeply frustrating. Um, and we just saw a bunch of 'em again, they were. Comical in retrospect, and I'll give you like a, a couple of concrete examples just to give, give you an idea of what kinda what you're looking at. one of the, our data centers had really pathological IO latency. [00:04:23] Bryan: we had a very, uh, database heavy workload. And this was kind of right at the period where you were still deploying on rotating media on hard drives. So this is like, so. An all flash buy did not make economic sense when we did this in, in 2016. This probably, it'd be interesting to know like when was the, the kind of the last time that that actual hard drives made sense? [00:04:50] Bryan: 'cause I feel this was close to it. So we had a, a bunch of, of a pathological IO problems, but we had one data center in which the outliers were actually quite a bit worse and there was so much going on in that system. It took us a long time to figure out like why. And because when, when you, when you're io when you're seeing worse io I mean you're naturally, you wanna understand like what's the workload doing? [00:05:14] Bryan: You're trying to take a first principles approach. What's the workload doing? So this is a very intensive database workload to support the, the object storage system that we had built called Manta. And that the, the metadata tier was stored and uh, was we were using Postgres for that. And that was just getting absolutely slaughtered. [00:05:34] Bryan: Um, and ultimately very IO bound with these kind of pathological IO latencies. Uh, and as we, you know, trying to like peel away the layers to figure out what was going on. And I finally had this thing. So it's like, okay, we are seeing at the, at the device layer, at the at, at the disc layer, we are seeing pathological outliers in this data center that we're not seeing anywhere else. [00:06:00] Bryan: And that does not make any sense. And the thought occurred to me. I'm like, well, maybe we are. Do we have like different. Different rev of firmware on our HGST drives, HGST. Now part of WD Western Digital were the drives that we had everywhere. And, um, so maybe we had a different, maybe I had a firmware bug. [00:06:20] Bryan: I, this would not be the first time in my life at all that I would have a drive firmware issue. Uh, and I went to go pull the firmware, rev, and I'm like, Toshiba makes hard drives? So we had, I mean. I had no idea that Toshiba even made hard drives, let alone that they were our, they were in our data center. [00:06:38] Bryan: I'm like, what is this? And as it turns out, and this is, you know, part of the, the challenge when you don't have an integrated system, which not to pick on them, but Dell doesn't, and what Dell would routinely put just sub make substitutes, and they make substitutes that they, you know, it's kind of like you're going to like, I don't know, Instacart or whatever, and they're out of the thing that you want. [00:07:03] Bryan: So, you know, you're, someone makes a substitute and like sometimes that's okay, but it's really not okay in a data center. And you really want to develop and validate a, an end-to-end integrated system. And in this case, like Toshiba doesn't, I mean, Toshiba does make hard drives, but they are a, or the data they did, uh, they basically were, uh, not competitive and they were not competitive in part for the reasons that we were discovering. [00:07:29] Bryan: They had really serious firmware issues. So the, these were drives that would just simply stop a, a stop acknowledging any reads from the order of 2,700 milliseconds. Long time, 2.7 seconds. Um. And that was a, it was a drive firmware issue, but it was highlighted like a much deeper issue, which was the simple lack of control that we had over our own destiny. [00:07:53] Bryan: Um, and it's an, it's, it's an example among many where Dell is making a decision. That lowers the cost of what they are providing you marginally, but it is then giving you a system that they shouldn't have any confidence in because it's not one that they've actually designed and they leave it to the customer, the end user, to make these discoveries. [00:08:18] Bryan: And these things happen up and down the stack. And for every, for whether it's, and, and not just to pick on Dell because it's, it's true for HPE, it's true for super micro, uh, it's true for your switch vendors. It's, it's true for storage vendors where the, the, the, the one that is left actually integrating these things and trying to make the the whole thing work is the end user sitting in their data center. AWS / Google are not buying off the shelf hardware but you can't use it [00:08:42] Bryan: There's not a product that they can buy that gives them elastic infrastructure, a cloud in their own DC The, the product that you buy is the public cloud. Like when you go in the public cloud, you don't worry about the stuff because that it's, it's AWS's issue or it's GCP's issue. And they are the ones that get this to ground. [00:09:02] Bryan: And they, and this was kind of, you know, the eye-opening moment. Not a surprise. Uh, they are not Dell customers. They're not HPE customers. They're not super micro customers. They have designed their own machines. And to varying degrees, depending on which one you're looking at. But they've taken the clean sheet of paper and the frustration that we had kind of at Joyent and beginning to wonder and then Samsung and kind of wondering what was next, uh, is that, that what they built was not available for purchase in the data center. [00:09:35] Bryan: You could only rent it in the public cloud. And our big belief is that public cloud computing is a really important revolution in infrastructure. Doesn't feel like a different, a deep thought, but cloud computing is a really important revolution. It shouldn't only be available to rent. You should be able to actually buy it. [00:09:53] Bryan: And there are a bunch of reasons for doing that. Uh, one in the one we we saw at Samsung is economics, which I think is still the dominant reason where it just does not make sense to rent all of your compute in perpetuity. But there are other reasons too. There's security, there's risk management, there's latency. [00:10:07] Bryan: There are a bunch of reasons why one might wanna to own one's own infrastructure. But, uh, that was very much the, the, so the, the genesis for oxide was coming out of this very painful experience and a painful experience that, because, I mean, a long answer to your question about like what was it like to be at Samsung scale? [00:10:27] Bryan: Those are the kinds of things that we, I mean, in our other data centers, we didn't have Toshiba drives. We only had the HDSC drives, but it's only when you get to this larger scale that you begin to see some of these pathologies. But these pathologies then are really debilitating in terms of those who are trying to develop a service on top of them. [00:10:45] Bryan: So it was, it was very educational in, in that regard. And you're very grateful for the experience at Samsung in terms of opening our eyes to the challenge of running at that kind of scale. [00:10:57] Jeremy: Yeah, because I, I think as software engineers, a lot of times we, we treat the hardware as a, as a given where, [00:11:08] Bryan: Yeah. [00:11:08] Bryan: Yeah. There's software in chard drives [00:11:09] Jeremy: It sounds like in, in this case, I mean, maybe the issue is not so much that. Dell or HP as a company doesn't own every single piece that they're providing you, but rather the fact that they're swapping pieces in and out without advertising them, and then when it becomes a problem, they're not necessarily willing to, to deal with the, the consequences of that. [00:11:34] Bryan: They just don't know. I mean, I think they just genuinely don't know. I mean, I think that they, it's not like they're making a deliberate decision to kind of ship garbage. It's just that they are making, I mean, I think it's exactly what you said about like, not thinking about the hardware. It's like, what's a hard drive? [00:11:47] Bryan: Like what's it, I mean, it's a hard drive. It's got the same specs as this other hard drive and Intel. You know, it's a little bit cheaper, so why not? It's like, well, like there's some reasons why not, and one of the reasons why not is like, uh, even a hard drive, whether it's rotating media or, or flash, like that's not just hardware. [00:12:05] Bryan: There's software in there. And that the software's like not the same. I mean, there are components where it's like, there's actually, whether, you know, if, if you're looking at like a resistor or a capacitor or something like this Yeah. If you've got two, two parts that are within the same tolerance. Yeah. [00:12:19] Bryan: Like sure. Maybe, although even the EEs I think would be, would be, uh, objecting that a little bit. But the, the, the more complicated you get, and certainly once you get to the, the, the, the kind of the hardware that we think of like a, a, a microprocessor, a a network interface card, a a, a hard driver, an NVME drive. [00:12:38] Bryan: Those things are super complicated and there's a whole bunch of software inside of those things, the firmware, and that's the stuff that, that you can't, I mean, you say that software engineers don't think about that. It's like you, no one can really think about that because it's proprietary that's kinda welded shut and you've got this abstraction into it. [00:12:55] Bryan: But the, the way that thing operates is very core to how the thing in aggregate will behave. And I think that you, the, the kind of, the, the fundamental difference between Oxide's approach and the approach that you get at a Dell HP Supermicro, wherever, is really thinking holistically in terms of hardware and software together in a system that, that ultimately delivers cloud computing to a user. [00:13:22] Bryan: And there's a lot of software at many, many, many, many different layers. And it's very important to think about, about that software and that hardware holistically as a single system. [00:13:34] Jeremy: And during that time at Joyent, when you experienced some of these issues, was it more of a case of you didn't have enough servers experiencing this? So if it would happen, you might say like, well, this one's not working, so maybe we'll just replace the hardware. What, what was the thought process when you were working at that smaller scale and, and how did these issues affect you? UEFI / Baseboard Management Controller [00:13:58] Bryan: Yeah, at the smaller scale, you, uh, you see fewer of them, right? You just see it's like, okay, we, you know, what you might see is like, that's weird. We kinda saw this in one machine versus seeing it in a hundred or a thousand or 10,000. Um, so you just, you just see them, uh, less frequently as a result, they are less debilitating. [00:14:16] Bryan: Um, I, I think that it's, when you go to that larger scale, those things that become, that were unusual now become routine and they become debilitating. Um, so it, it really is in many regards a function of scale. Uh, and then I think it was also, you know, it was a little bit dispiriting that kind of the substrate we were building on really had not improved. [00:14:39] Bryan: Um, and if you look at, you know, the, if you buy a computer server, buy an x86 server. There is a very low layer of firmware, the BIOS, the basic input output system, the UEFI BIOS, and this is like an abstraction layer that has, has existed since the eighties and hasn't really meaningfully improved. Um, the, the kind of the transition to UEFI happened with, I mean, I, I ironically with Itanium, um, you know, two decades ago. [00:15:08] Bryan: but beyond that, like this low layer, this lowest layer of platform enablement software is really only impeding the operability of the system. Um, you look at the baseboard management controller, which is the kind of the computer within the computer, there is a, uh, there is an element in the machine that needs to handle environmentals, that needs to handle, uh, operate the fans and so on. [00:15:31] Bryan: Uh, and that traditionally has this, the space board management controller, and that architecturally just hasn't improved in the last two decades. And, you know, that's, it's a proprietary piece of silicon. Generally from a company that no one's ever heard of called a Speed, uh, which has to be, is written all on caps, so I guess it needs to be screamed. [00:15:50] Bryan: Um, a speed has a proprietary part that has a, there is a root password infamously there, is there, the root password is encoded effectively in silicon. So, uh, which is just, and for, um, anyone who kind of goes deep into these things, like, oh my God, are you kidding me? Um, when we first started oxide, the wifi password was a fraction of the a speed root password for the bmc. [00:16:16] Bryan: It's kinda like a little, little BMC humor. Um, but those things, it was just dispiriting that, that the, the state-of-the-art was still basically personal computers running in the data center. Um, and that's part of what, what was the motivation for doing something new? [00:16:32] Jeremy: And for the people using these systems, whether it's the baseboard management controller or it's the The BIOS or UF UEFI component, what are the actual problems that people are seeing seen? Security vulnerabilities and poor practices in the BMC [00:16:51] Bryan: Oh man, I, the, you are going to have like some fraction of your listeners, maybe a big fraction where like, yeah, like what are the problems? That's a good question. And then you're gonna have the people that actually deal with these things who are, did like their heads already hit the desk being like, what are the problems? [00:17:06] Bryan: Like what are the non problems? Like what, what works? Actually, that's like a shorter answer. Um, I mean, there are so many problems and a lot of it is just like, I mean, there are problems just architecturally these things are just so, I mean, and you could, they're the problems spread to the horizon, so you can kind of start wherever you want. [00:17:24] Bryan: But I mean, as like, as a really concrete example. Okay, so the, the BMCs that, that the computer within the computer that needs to be on its own network. So you now have like not one network, you got two networks that, and that network, by the way, it, that's the network that you're gonna log into to like reset the machine when it's otherwise unresponsive. [00:17:44] Bryan: So that going into the BMC, you can are, you're able to control the entire machine. Well it's like, alright, so now I've got a second net network that I need to manage. What is running on the BMC? Well, it's running some. Ancient, ancient version of Linux it that you got. It's like, well how do I, how do I patch that? [00:18:02] Bryan: How do I like manage the vulnerabilities with that? Because if someone is able to root your BMC, they control the system. So it's like, this is not you've, and now you've gotta go deal with all of the operational hair around that. How do you upgrade that system updating the BMC? I mean, it's like you've got this like second shadow bad infrastructure that you have to go manage. [00:18:23] Bryan: Generally not open source. There's something called open BMC, um, which, um, you people use to varying degrees, but you're generally stuck with the proprietary BMC, so you're generally stuck with, with iLO from HPE or iDRAC from Dell or, or, uh, the, uh, su super micros, BMC, that H-P-B-M-C, and you are, uh, it is just excruciating pain. [00:18:49] Bryan: Um, and that this is assuming that by the way, that everything is behaving correctly. The, the problem is that these things often don't behave correctly, and then the consequence of them not behaving correctly. It's really dire because it's at that lowest layer of the system. So, I mean, I'll give you a concrete example. [00:19:07] Bryan: a customer of theirs reported to me, so I won't disclose the vendor, but let's just say that a well-known vendor had an issue with their, their temperature sensors were broken. Um, and the thing would always read basically the wrong value. So it was the BMC that had to like, invent its own ki a different kind of thermal control loop. [00:19:28] Bryan: And it would index on the, on the, the, the, the actual inrush current. It would, they would look at that at the current that's going into the CPU to adjust the fan speed. That's a great example of something like that's a, that's an interesting idea. That doesn't work. 'cause that's actually not the temperature. [00:19:45] Bryan: So like that software would crank the fans whenever you had an inrush of current and this customer had a workload that would spike the current and by it, when it would spike the current, the, the, the fans would kick up and then they would slowly degrade over time. Well, this workload was spiking the current faster than the fans would degrade, but not fast enough to actually heat up the part. [00:20:08] Bryan: And ultimately over a very long time, in a very painful investigation, it's customer determined that like my fans are cranked in my data center for no reason. We're blowing cold air. And it's like that, this is on the order of like a hundred watts, a server of, of energy that you shouldn't be spending and like that ultimately what that go comes down to this kind of broken software hardware interface at the lowest layer that has real meaningful consequence, uh, in terms of hundreds of kilowatts, um, across a data center. So this stuff has, has very, very, very real consequence and it's such a shadowy world. Part of the reason that, that your listeners that have dealt with this, that our heads will hit the desk is because it is really aggravating to deal with problems with this layer. [00:21:01] Bryan: You, you feel powerless. You don't control or really see the software that's on them. It's generally proprietary. You are relying on your vendor. Your vendor is telling you that like, boy, I don't know. You're the only customer seeing this. I mean, the number of times I have heard that for, and I, I have pledged that we're, we're not gonna say that at oxide because it's such an unaskable thing to say like, you're the only customer saying this. [00:21:25] Bryan: It's like, it feels like, are you blaming me for my problem? Feels like you're blaming me for my problem? Um, and what you begin to realize is that to a degree, these folks are speaking their own truth because the, the folks that are running at real scale at Hyperscale, those folks aren't Dell, HP super micro customers. [00:21:46] Bryan: They're actually, they've done their own thing. So it's like, yeah, Dell's not seeing that problem, um, because they're not running at the same scale. Um, but when you do run, you only have to run at modest scale before these things just become. Overwhelming in terms of the, the headwind that they present to people that wanna deploy infrastructure. The problem is felt with just a few racks [00:22:05] Jeremy: Yeah, so maybe to help people get some perspective at, at what point do you think that people start noticing or start feeling these problems? Because I imagine that if you're just have a few racks or [00:22:22] Bryan: do you have a couple racks or the, or do you wonder or just wondering because No, no, no. I would think, I think anyone who deploys any number of servers, especially now, especially if your experience is only in the cloud, you're gonna be like, what the hell is this? I mean, just again, just to get this thing working at all. [00:22:39] Bryan: It is so it, it's so hairy and so congealed, right? It's not designed. Um, and it, it, it, it's accreted it and it's so obviously accreted that you are, I mean, nobody who is setting up a rack of servers is gonna think to themselves like, yes, this is the right way to go do it. This all makes sense because it's, it's just not, it, I, it feels like the kit, I mean, kit car's almost too generous because it implies that there's like a set of plans to work to in the end. [00:23:08] Bryan: Uh, I mean, it, it, it's a bag of bolts. It's a bunch of parts that you're putting together. And so even at the smallest scales, that stuff is painful. Just architecturally, it's painful at the small scale then, but at least you can get it working. I think the stuff that then becomes debilitating at larger scale are the things that are, are worse than just like, I can't, like this thing is a mess to get working. [00:23:31] Bryan: It's like the, the, the fan issue that, um, where you are now seeing this over, you know, hundreds of machines or thousands of machines. Um, so I, it is painful at more or less all levels of scale. There's, there is no level at which the, the, the pc, which is really what this is, this is a, the, the personal computer architecture from the 1980s and there is really no level of scale where that's the right unit. Running elastic infrastructure is the hardware but also, hypervisor, distributed database, api, etc [00:23:57] Bryan: I mean, where that's the right thing to go deploy, especially if what you are trying to run. Is elastic infrastructure, a cloud. Because the other thing is like we, we've kinda been talking a lot about that hardware layer. Like hardware is, is just the start. Like you actually gotta go put software on that and actually run that as elastic infrastructure. [00:24:16] Bryan: So you need a hypervisor. Yes. But you need a lot more than that. You, you need to actually, you, you need a distributed database, you need web endpoints. You need, you need a CLI, you need all the stuff that you need to actually go run an actual service of compute or networking or storage. I mean, and for, for compute, even for compute, there's a ton of work to be done. [00:24:39] Bryan: And compute is by far, I would say the simplest of the, of the three. When you look at like networks, network services, storage services, there's a whole bunch of stuff that you need to go build in terms of distributed systems to actually offer that as a cloud. So it, I mean, it is painful at more or less every LE level if you are trying to deploy cloud computing on. What's a control plane? [00:25:00] Jeremy: And for someone who doesn't have experience building or working with this type of infrastructure, when you talk about a control plane, what, what does that do in the context of this system? [00:25:16] Bryan: So control plane is the thing that is, that is everything between your API request and that infrastructure actually being acted upon. So you go say, Hey, I, I want a provision, a vm. Okay, great. We've got a whole bunch of things we're gonna provision with that. We're gonna provision a vm, we're gonna get some storage that's gonna go along with that, that's got a network storage service that's gonna come out of, uh, we've got a virtual network that we're gonna either create or attach to. [00:25:39] Bryan: We've got a, a whole bunch of things we need to go do for that. For all of these things, there are metadata components that need, we need to keep track of this thing that, beyond the actual infrastructure that we create. And then we need to go actually, like act on the actual compute elements, the hostos, what have you, the switches, what have you, and actually go. [00:25:56] Bryan: Create these underlying things and then connect them. And there's of course, the challenge of just getting that working is a big challenge. Um, but getting that working robustly, getting that working is, you know, when you go to provision of vm, um, the, all the, the, the steps that need to happen and what happens if one of those steps fails along the way? [00:26:17] Bryan: What happens if, you know, one thing we're very mindful of is these kind of, you get these long tails of like, why, you know, generally our VM provisioning happened within this time, but we get these long tails where it takes much longer. What's going on? What, where in this process are we, are we actually spending time? [00:26:33] Bryan: Uh, and there's a whole lot of complexity that you need to go deal with that. There's a lot of complexity that you need to go deal with this effectively, this workflow that's gonna go create these things and manage them. Um, we use a, a pattern that we call, that are called sagas, actually is a, is a database pattern from the eighties. [00:26:51] Bryan: Uh, Katie McCaffrey is a, is a database reCrcher who, who, uh, I, I think, uh, reintroduce the idea of, of sagas, um, in the last kind of decade. Um, and this is something that we picked up, um, and I've done a lot of really interesting things with, um, to allow for, to this kind of, these workflows to be, to be managed and done so robustly in a way that you can restart them and so on. [00:27:16] Bryan: Uh, and then you guys, you get this whole distributed system that can do all this. That whole distributed system, that itself needs to be reliable and available. So if you, you know, you need to be able to, what happens if you, if you pull a sled or if a sled fails, how does the system deal with that? [00:27:33] Bryan: How does the system deal with getting an another sled added to the system? Like how do you actually grow this distributed system? And then how do you update it? How do you actually go from one version to the next? And all of that has to happen across an air gap where this is gonna run as part of the computer. [00:27:49] Bryan: So there are, it, it is fractally complicated. There, there is a lot of complexity here in, in software, in the software system and all of that. We kind of, we call the control plane. Um, and it, this is the what exists at AWS at GCP, at Azure. When you are hitting an endpoint that's provisioning an EC2 instance for you. [00:28:10] Bryan: There is an AWS control plane that is, is doing all of this and has, uh, some of these similar aspects and certainly some of these similar challenges. Are vSphere / Proxmox / Hyper-V in the same category? [00:28:20] Jeremy: And for people who have run their own servers with something like say VMware or Hyper V or Proxmox, are those in the same category? [00:28:32] Bryan: Yeah, I mean a little bit. I mean, it kind of like vSphere Yes. Via VMware. No. So it's like you, uh, VMware ESX is, is kind of a key building block upon which you can build something that is a more meaningful distributed system. When it's just like a machine that you're provisioning VMs on, it's like, okay, well that's actually, you as the human might be the control plane. [00:28:52] Bryan: Like, that's, that, that's, that's a much easier problem. Um, but when you've got, you know, tens, hundreds, thousands of machines, you need to do it robustly. You need something to coordinate that activity and you know, you need to pick which sled you land on. You need to be able to move these things. You need to be able to update that whole system. [00:29:06] Bryan: That's when you're getting into a control plane. So, you know, some of these things have kind of edged into a control plane, certainly VMware. Um, now Broadcom, um, has delivered something that's kind of cloudish. Um, I think that for folks that are truly born on the cloud, it, it still feels somewhat, uh, like you're going backwards in time when you, when you look at these kind of on-prem offerings. [00:29:29] Bryan: Um, but, but it, it, it's got these aspects to it for sure. Um, and I think that we're, um, some of these other things when you're just looking at KVM or just looks looking at Proxmox you kind of need to, to connect it to other broader things to turn it into something that really looks like manageable infrastructure. [00:29:47] Bryan: And then many of those projects are really, they're either proprietary projects, uh, proprietary products like vSphere, um, or you are really dealing with open source projects that are. Not necessarily aimed at the same level of scale. Um, you know, you look at a, again, Proxmox or, uh, um, you'll get an OpenStack. [00:30:05] Bryan: Um, and you know, OpenStack is just a lot of things, right? I mean, OpenStack has got so many, the OpenStack was kind of a, a free for all, for every infrastructure vendor. Um, and I, you know, there was a time people were like, don't you, aren't you worried about all these companies together that, you know, are coming together for OpenStack? [00:30:24] Bryan: I'm like, haven't you ever worked for like a company? Like, companies don't get along. By the way, it's like having multiple companies work together on a thing that's bad news, not good news. And I think, you know, one of the things that OpenStack has definitely struggled with, kind of with what, actually the, the, there's so many different kind of vendor elements in there that it's, it's very much not a product, it's a project that you're trying to run. [00:30:47] Bryan: But that's, but that very much is in, I mean, that's, that's similar certainly in spirit. [00:30:53] Jeremy: And so I think this is kind of like you're alluding to earlier, the piece that allows you to allocate, compute, storage, manage networking, gives you that experience of I can go to a web console or I can use an API and I can spin up machines, get them all connected. At the end of the day, the control plane. Is allowing you to do that in hopefully a user-friendly way. [00:31:21] Bryan: That's right. Yep. And in the, I mean, in order to do that in a modern way, it's not just like a user-friendly way. You really need to have a CLI and a web UI and an API. Those all need to be drawn from the same kind of single ground truth. Like you don't wanna have any of those be an afterthought for the other. [00:31:39] Bryan: You wanna have the same way of generating all of those different endpoints and, and entries into the system. Building a control plane now has better tools (Rust, CockroachDB) [00:31:46] Jeremy: And if you take your time at Joyent as an example. What kind of tools existed for that versus how much did you have to build in-house for as far as the hypervisor and managing the compute and all that? [00:32:02] Bryan: Yeah, so we built more or less everything in house. I mean, what you have is, um, and I think, you know, over time we've gotten slightly better tools. Um, I think, and, and maybe it's a little bit easier to talk about the, kind of the tools we started at Oxide because we kind of started with a, with a clean sheet of paper at oxide. [00:32:16] Bryan: We wanted to, knew we wanted to go build a control plane, but we were able to kind of go revisit some of the components. So actually, and maybe I'll, I'll talk about some of those changes. So when we, at, For example, at Joyent, when we were building a cloud at Joyent, there wasn't really a good distributed database. [00:32:34] Bryan: Um, so we were using Postgres as our database for metadata and there were a lot of challenges. And Postgres is not a distributed database. It's running. With a primary secondary architecture, and there's a bunch of issues there, many of which we discovered the hard way. Um, when we were coming to oxide, you have much better options to pick from in terms of distributed databases. [00:32:57] Bryan: You know, we, there was a period that now seems maybe potentially brief in hindsight, but of a really high quality open source distributed databases. So there were really some good ones to, to pick from. Um, we, we built on CockroachDB on CRDB. Um, so that was a really important component. That we had at oxide that we didn't have at Joyent. [00:33:19] Bryan: Um, so we were, I wouldn't say we were rolling our own distributed database, we were just using Postgres and uh, and, and dealing with an enormous amount of pain there in terms of the surround. Um, on top of that, and, and, you know, a, a control plane is much more than a database, obviously. Uh, and you've gotta deal with, uh, there's a whole bunch of software that you need to go, right. [00:33:40] Bryan: Um, to be able to, to transform these kind of API requests into something that is reliable infrastructure, right? And there, there's a lot to that. Uh, especially when networking gets in the mix, when storage gets in the mix, uh, there are a whole bunch of like complicated steps that need to be done, um, at Joyent. [00:33:59] Bryan: Um, we, in part because of the history of the company and like, look. This, this just is not gonna sound good, but it just is what it is and I'm just gonna own it. We did it all in Node, um, at Joyent, which I, I, I know it sounds really right now, just sounds like, well, you, you built it with Tinker Toys. You Okay. [00:34:18] Bryan: Uh, did, did you think it was, you built the skyscraper with Tinker Toys? Uh, it's like, well, okay. We actually, we had greater aspirations for the Tinker Toys once upon a time, and it was better than, you know, than Twisted Python and Event Machine from Ruby, and we weren't gonna do it in Java. All right. [00:34:32] Bryan: So, but let's just say that that experiment, uh, that experiment did ultimately end in a predictable fashion. Um, and, uh, we, we decided that maybe Node was not gonna be the best decision long term. Um, Joyent was the company behind node js. Uh, back in the day, Ryan Dahl worked for Joyent. Uh, and then, uh, then we, we, we. [00:34:53] Bryan: Uh, landed that in a foundation in about, uh, what, 2015, something like that. Um, and began to consider our world beyond, uh, beyond Node. Rust at Oxide [00:35:04] Bryan: A big tool that we had in the arsenal when we started Oxide is Rust. Um, and so indeed the name of the company is, is a tip of the hat to the language that we were pretty sure we were gonna be building a lot of stuff in. [00:35:16] Bryan: Namely Rust. And, uh, rust is, uh, has been huge for us, a very important revolution in programming languages. you know, there, there, there have been different people kind of coming in at different times and I kinda came to Rust in what I, I think is like this big kind of second expansion of rust in 2018 when a lot of technologists were think, uh, sick of Node and also sick of Go. [00:35:43] Bryan: And, uh, also sick of C++. And wondering is there gonna be something that gives me the, the, the performance, of that I get outta C. The, the robustness that I can get out of a C program but is is often difficult to achieve. but can I get that with kind of some, some of the velocity of development, although I hate that term, some of the speed of development that you get out of a more interpreted language. [00:36:08] Bryan: Um, and then by the way, can I actually have types, I think types would be a good idea? Uh, and rust obviously hits the sweet spot of all of that. Um, it has been absolutely huge for us. I mean, we knew when we started the company again, oxide, uh, we were gonna be using rust in, in quite a, quite a. Few places, but we weren't doing it by fiat. [00:36:27] Bryan: Um, we wanted to actually make sure we're making the right decision, um, at, at every different, at every layer. Uh, I think what has been surprising is the sheer number of layers at which we use rust in terms of, we've done our own embedded firmware in rust. We've done, um, in, in the host operating system, which is still largely in C, but very big components are in rust. [00:36:47] Bryan: The hypervisor Propolis is all in rust. Uh, and then of course the control plane, that distributed system on that is all in rust. So that was a very important thing that we very much did not need to build ourselves. We were able to really leverage, uh, a terrific community. Um. We were able to use, uh, and we've done this at Joyent as well, but at Oxide, we've used Illumos as a hostos component, which, uh, our variant is called Helios. [00:37:11] Bryan: Um, we've used, uh, bhyve um, as a, as as that kind of internal hypervisor component. we've made use of a bunch of different open source components to build this thing, um, which has been really, really important for us. Uh, and open source components that didn't exist even like five years prior. [00:37:28] Bryan: That's part of why we felt that 2019 was the right time to start the company. And so we started Oxide. The problems building a control plane in Node [00:37:34] Jeremy: You had mentioned that at Joyent, you had tried to build this in, in Node. What were the, what were the, the issues or the, the challenges that you had doing that? [00:37:46] Bryan: Oh boy. Yeah. again, we, I kind of had higher hopes in 2010, I would say. When we, we set on this, um, the, the, the problem that we had just writ large, um. JavaScript is really designed to allow as many people on earth to write a program as possible, which is good. I mean, I, I, that's a, that's a laudable goal. [00:38:09] Bryan: That is the goal ultimately of such as it is of JavaScript. It's actually hard to know what the goal of JavaScript is, unfortunately, because Brendan Ike never actually wrote a book. so that there is not a canonical, you've got kind of Doug Crockford and other people who've written things on JavaScript, but it's hard to know kind of what the original intent of JavaScript is. [00:38:27] Bryan: The name doesn't even express original intent, right? It was called Live Script, and it was kind of renamed to JavaScript during the Java Frenzy of the late nineties. A name that makes no sense. There is no Java in JavaScript. that is kind of, I think, revealing to kind of the, uh, the unprincipled mess that is JavaScript. [00:38:47] Bryan: It, it, it's very pragmatic at some level, um, and allows anyone to, it makes it very easy to write software. The problem is it's much more difficult to write really rigorous software. So, uh, and this is what I should differentiate JavaScript from TypeScript. This is really what TypeScript is trying to solve. [00:39:07] Bryan: TypeScript is like. How can, I think TypeScript is a, is a great step forward because TypeScript is like, how can we bring some rigor to this? Like, yes, it's great that it's easy to write JavaScript, but that's not, we, we don't wanna do that for Absolutely. I mean that, that's not the only problem we solve. [00:39:23] Bryan: We actually wanna be able to write rigorous software and it's actually okay if it's a little harder to write rigorous software that's actually okay if it gets leads to, to more rigorous artifacts. Um, but in JavaScript, I mean, just a concrete example. You know, there's nothing to prevent you from referencing a property that doesn't actually exist in JavaScript. [00:39:43] Bryan: So if you fat finger a property name, you are relying on something to tell you. By the way, I think you've misspelled this because there is no type definition for this thing. And I don't know that you've got one that's spelled correctly, one that's spelled incorrectly, that's often undefined. And then the, when you actually go, you say you've got this typo that is lurking in your what you want to be rigorous software. [00:40:07] Bryan: And if you don't execute that code, like you won't know that's there. And then you do execute that code. And now you've got a, you've got an undefined object. And now that's either gonna be an exception or it can, again, depends on how that's handled. It can be really difficult to determine the origin of that, of, of that error, of that programming. [00:40:26] Bryan: And that is a programmer error. And one of the big challenges that we had with Node is that programmer errors and operational errors, like, you know, I'm out of disk space as an operational error. Those get conflated and it becomes really hard. And in fact, I think the, the language wanted to make it easier to just kind of, uh, drive on in the event of all errors. [00:40:53] Bryan: And it's like, actually not what you wanna do if you're trying to build a reliable, robust system. So we had. No end of issues. [00:41:01] Bryan: We've got a lot of experience developing rigorous systems, um, again coming out of operating systems development and so on. And we want, we brought some of that rigor, if strangely, to JavaScript. So one of the things that we did is we brought a lot of postmortem, diagnos ability and observability to node. [00:41:18] Bryan: And so if, if one of our node processes. Died in production, we would actually get a core dump from that process, a core dump that we could actually meaningfully process. So we did a bunch of kind of wild stuff. I mean, actually wild stuff where we could actually make sense of the JavaScript objects in a binary core dump. JavaScript values ease of getting started over robustness [00:41:41] Bryan: Um, and things that we thought were really important, and this is the, the rest of the world just looks at this being like, what the hell is this? I mean, it's so out of step with it. The problem is that we were trying to bridge two disconnected cultures of one developing really. Rigorous software and really designing it for production, diagnosability and the other, really designing it to software to run in the browser and for anyone to be able to like, you know, kind of liven up a webpage, right? [00:42:10] Bryan: Is kinda the origin of, of live script and then JavaScript. And we were kind of the only ones sitting at the intersection of that. And you begin when you are the only ones sitting at that kind of intersection. You just are, you're, you're kind of fighting a community all the time. And we just realized that we are, there were so many things that the community wanted to do that we felt are like, no, no, this is gonna make software less diagnosable. It's gonna make it less robust. The NodeJS split and why people left [00:42:36] Bryan: And then you realize like, I'm, we're the only voice in the room because we have got, we have got desires for this language that it doesn't have for itself. And this is when you realize you're in a bad relationship with software. It's time to actually move on. And in fact, actually several years after, we'd already kind of broken up with node. [00:42:55] Bryan: Um, and it was like, it was a bit of an acrimonious breakup. there was a, uh, famous slash infamous fork of node called IoJS Um, and this was viewed because people, the community, thought that Joyent was being what was not being an appropriate steward of node js and was, uh, not allowing more things to come into to, to node. [00:43:19] Bryan: And of course, the reason that we of course, felt that we were being a careful steward and we were actively resisting those things that would cut against its fitness for a production system. But it's some way the community saw it and they, and forked, um, and, and I think the, we knew before the fork that's like, this is not working and we need to get this thing out of our hands. Platform is a reflection of values node summit talk [00:43:43] Bryan: And we're are the wrong hands for this? This needs to be in a foundation. Uh, and so we kind of gone through that breakup, uh, and maybe it was two years after that. That, uh, friend of mine who was um, was running the, uh, the node summit was actually, it's unfortunately now passed away. Charles er, um, but Charles' venture capitalist great guy, and Charles was running Node Summit and came to me in 2017. [00:44:07] Bryan: He is like, I really want you to keynote Node Summit. And I'm like, Charles, I'm not gonna do that. I've got nothing nice to say. Like, this is the, the, you don't want, I'm the last person you wanna keynote. He's like, oh, if you have nothing nice to say, you should definitely keynote. You're like, oh God, okay, here we go. [00:44:22] Bryan: He's like, no, I really want you to talk about, like, you should talk about the Joyent breakup with NodeJS. I'm like, oh man. [00:44:29] Bryan: And that led to a talk that I'm really happy that I gave, 'cause it was a very important talk for me personally. Uh, called Platform is a reflection of values and really looking at the values that we had for Node and the values that Node had for itself. And they didn't line up. [00:44:49] Bryan: And the problem is that the values that Node had for itself and the values that we had for Node are all kind of positives, right? Like there's nobody in the node community who's like, I don't want rigor, I hate rigor. It's just that if they had the choose between rigor and making the language approachable. [00:45:09] Bryan: They would choose approachability every single time. They would never choose rigor. And, you know, that was a, that was a big eye-opener. I do, I would say, if you watch this talk. [00:45:20] Bryan: because I knew that there's, like, the audience was gonna be filled with, with people who, had been a part of the fork in 2014, I think was the, the, the, the fork, the IOJS fork. And I knew that there, there were, there were some, you know, some people that were, um, had been there for the fork and. [00:45:41] Bryan: I said a little bit of a trap for the audience. But the, and the trap, I said, you know what, I, I kind of talked about the values that we had and the aspirations we had for Node, the aspirations that Node had for itself and how they were different. [00:45:53] Bryan: And, you know, and I'm like, look in, in, in hindsight, like a fracture was inevitable. And in 2014 there was finally a fracture. And do people know what happened in 2014? And if you, if you, you could listen to that talk, everyone almost says in unison, like IOJS. I'm like, oh right. IOJS. Right. That's actually not what I was thinking of. [00:46:19] Bryan: And I go to the next slide and is a tweet from a guy named TJ Holloway, Chuck, who was the most prolific contributor to Node. And it was his tweet also in 2014 before the fork, before the IOJS fork explaining that he was leaving Node and that he was going to go. And you, if you turn the volume all the way up, you can hear the audience gasp. [00:46:41] Bryan: And it's just delicious because the community had never really come, had never really confronted why TJ left. Um, there. And I went through a couple folks, Felix, bunch of other folks, early Node folks. That were there in 2010, were leaving in 2014, and they were going to go primarily, and they were going to go because they were sick of the same things that we were sick of. [00:47:09] Bryan: They, they, they had hit the same things that we had hit and they were frustrated. I I really do believe this, that platforms do reflect their own values. And when you are making a software decision, you are selecting value. [00:47:26] Bryan: You should select values that align with the values that you have for that software. That is, those are, that's way more important than other things that people look at. I think people look at, for example, quote unquote community size way too frequently, community size is like. Eh, maybe it can be fine. [00:47:44] Bryan: I've been in very large communities, node. I've been in super small open source communities like AUMs and RAs, a bunch of others. there are strengths and weaknesses to both approaches just as like there's a strength to being in a big city versus a small town. Me personally, I'll take the small community more or less every time because the small community is almost always self-selecting based on values and just for the same reason that I like working at small companies or small teams. [00:48:11] Bryan: There's a lot of value to be had in a small community. It's not to say that large communities are valueless, but again, long answer to your question of kind of where did things go south with Joyent and node. They went south because the, the values that we had and the values the community had didn't line up and that was a very educational experience, as you might imagine. [00:48:33] Jeremy: Yeah. And, and given that you mentioned how, because of those values, some people moved from Node to go, and in the end for much of what oxide is building. You ended up using rust. What, what would you say are the, the values of go and and rust, and how did you end up choosing Rust given that. Go's decisions regarding generics, versioning, compilation speed priority [00:48:56] Bryan: Yeah, I mean, well, so the value for, yeah. And so go, I mean, I understand why people move from Node to Go, go to me was kind of a lateral move. Um, there were a bunch of things that I, uh, go was still garbage collected, um, which I didn't like. Um, go also is very strange in terms of there are these kind of like. [00:49:17] Bryan: These autocratic kind of decisions that are very bizarre. Um, there, I mean, generics is kind of a famous one, right? Where go kind of as a point of principle didn't have generics, even though go itself actually the innards of go did have generics. It's just that you a go user weren't allowed to have them. [00:49:35] Bryan: And you know, it's kind of, there was, there was an old cartoon years and years ago about like when a, when a technologist is telling you that something is technically impossible, that actually means I don't feel like it. Uh, and there was a certain degree of like, generics are technically impossible and go, it's like, Hey, actually there are. [00:49:51] Bryan: And so there was, and I just think that the arguments against generics were kind of disingenuous. Um, and indeed, like they ended up adopting generics and then there's like some super weird stuff around like, they're very anti-assertion, which is like, what, how are you? Why are you, how is someone against assertions, it doesn't even make any sense, but it's like, oh, nope. [00:50:10] Bryan: Okay. There's a whole scree on it. Nope, we're against assertions and the, you know, against versioning. There was another thing like, you know, the Rob Pike has kind of famously been like, you should always just run on the way to commit. And you're like, does that, is that, does that make sense? I mean this, we actually built it. [00:50:26] Bryan: And so there are a bunch of things like that. You're just like, okay, this is just exhausting and. I mean, there's some things about Go that are great and, uh, plenty of other things that I just, I'm not a fan of. Um, I think that the, in the end, like Go cares a lot about like compile time. It's super important for Go Right? [00:50:44] Bryan: Is very quick, compile time. I'm like, okay. But that's like compile time is not like, it's not unimportant, it's doesn't have zero importance. But I've got other things that are like lots more important than that. Um, what I really care about is I want a high performing artifact. I wanted garbage collection outta my life. Don't think garbage collection has good trade offs [00:51:00] Bryan: I, I gotta tell you, I, I like garbage collection to me is an embodiment of this like, larger problem of where do you put cognitive load in the software development process. And what garbage collection is saying to me it is right for plenty of other people and the software that they wanna develop. [00:51:21] Bryan: But for me and the software that I wanna develop, infrastructure software, I don't want garbage collection because I can solve the memory allocation problem. I know when I'm like, done with something or not. I mean, it's like I, whether that's in, in C with, I mean it's actually like, it's really not that hard to not leak memory in, in a C base system. [00:51:44] Bryan: And you can. give yourself a lot of tooling that allows you to diagnose where memory leaks are coming from. So it's like that is a solvable problem. There are other challenges with that, but like, when you are developing a really sophisticated system that has garbage collection is using garbage collection. [00:51:59] Bryan: You spend as much time trying to dork with the garbage collector to convince it to collect the thing that you know is garbage. You are like, I've got this thing. I know it's garbage. Now I need to use these like tips and tricks to get the garbage collector. I mean, it's like, it feels like every Java performance issue goes to like minus xx call and use the other garbage collector, whatever one you're using, use a different one and using a different, a different approach. [00:52:23] Bryan: It's like, so you're, you're in this, to me, it's like you're in the worst of all worlds where. the reason that garbage collection is helpful is because the programmer doesn't have to think at all about this problem. But now you're actually dealing with these long pauses in production. [00:52:38] Bryan: You're dealing with all these other issues where actually you need to think a lot about it. And it's kind of, it, it it's witchcraft. It, it, it's this black box that you can't see into. So it's like, what problem have we solved exactly? And I mean, so the fact that go had garbage collection, it's like, eh, no, I, I do not want, like, and then you get all the other like weird fatwahs and you know, everything else. [00:52:57] Bryan: I'm like, no, thank you. Go is a no thank you for me, I, I get it why people like it or use it, but it's, it's just, that was not gonna be it. Choosing Rust [00:53:04] Bryan: I'm like, I want C. but I, there are things I didn't like about C too. I was looking for something that was gonna give me the deterministic kind of artifact that I got outta C. But I wanted library support and C is tough because there's, it's all convention. you know, there's just a bunch of other things that are just thorny. And I remember thinking vividly in 2018, I'm like, well, it's rust or bust. Ownership model, algebraic types, error handling [00:53:28] Bryan: I'm gonna go into rust. And, uh, I hope I like it because if it's not this, it's gonna like, I'm gonna go back to C I'm like literally trying to figure out what the language is for the back half of my career. Um, and when I, you know, did what a lot of people were doing at that time and people have been doing since of, you know, really getting into rust and really learning it, appreciating the difference in the, the model for sure, the ownership model people talk about. [00:53:54] Bryan: That's also obviously very important. It was the error handling that blew me away. And the idea of like algebraic types, I never really had algebraic types. Um, and the ability to, to have. And for error handling is one of these really, uh, you, you really appreciate these things where it's like, how do you deal with a, with a function that can either succeed and return something or it can fail, and the way c deals with that is bad with these kind of sentinels for errors. [00:54:27] Bryan: And, you know, does negative one mean success? Does negative one mean failure? Does zero mean failure? Some C functions, zero means failure. Traditionally in Unix, zero means success. And like, what if you wanna return a file descriptor, you know, it's like, oh. And then it's like, okay, then it'll be like zero through positive N will be a valid result. [00:54:44] Bryan: Negative numbers will be, and like, was it negative one and I said airo, or is it a negative number that did not, I mean, it's like, and that's all convention, right? People do all, all those different things and it's all convention and it's easy to get wrong, easy to have bugs, can't be statically checked and so on. Um, and then what Go says is like, well, you're gonna have like two return values and then you're gonna have to like, just like constantly check all of these all the time. Um, which is also kind of gross. Um, JavaScript is like, Hey, let's toss an exception. If, if we don't like something, if we see an error, we'll, we'll throw an exception. [00:55:15] Bryan: There are a bunch of reasons I don't like that. Um, and you look, you'll get what Rust does, where it's like, no, no, no. We're gonna have these algebra types, which is to say this thing can be a this thing or that thing, but it, but it has to be one of these. And by the way, you don't get to process this thing until you conditionally match on one of these things. [00:55:35] Bryan: You're gonna have to have a, a pattern match on this thing to determine if it's a this or a that, and if it in, in the result type that you, the result is a generic where it's like, it's gonna be either the thing that you wanna return. It's gonna be an okay that contains the thing you wanna return, or it's gonna be an error that contains your error and it forces your code to deal with that. [00:55:57] Bryan: And what that does is it shifts the cognitive load from the person that is operating this thing in production to the, the actual developer that is in development. And I think that that, that to me is like, I, I love that shift. Um, and that shift to me is really important. Um, and that's what I was missing, that that's what Rust gives you. [00:56:23] Bryan: Rust forces you to think about your code as you write it, but as a result, you have an artifact that is much more supportable, much more sustainable, and much faster. Prefer to frontload cognitive load during development instead of at runtime [00:56:34] Jeremy: Yeah, it sounds like you would rather take the time during the development to think about these issues because whether it's garbage collection or it's error handling at runtime when you're trying to solve a problem, then it's much more difficult than having dealt with it to start with. [00:56:57] Bryan: Yeah, absolutely. I, and I just think that like, why also, like if it's software, if it's, again, if it's infrastructure software, I mean the kinda the question that you, you should have when you're writing software is how long is this software gonna live? How many people are gonna use this software? Uh, and if you are writing an operating system, the answer for this thing that you're gonna write, it's gonna live for a long time. [00:57:18] Bryan: Like, if we just look at plenty of aspects of the system that have been around for a, for decades, it's gonna live for a long time and many, many, many people are gonna use it. Why would we not expect people writing that software to have more cognitive load when they're writing it to give us something that's gonna be a better artifact? [00:57:38] Bryan: Now conversely, you're like, Hey, I kind of don't care about this. And like, I don't know, I'm just like, I wanna see if this whole thing works. I've got, I like, I'm just stringing this together. I don't like, no, the software like will be lucky if it survives until tonight, but then like, who cares? Yeah. Yeah. [00:57:52] Bryan: Gar garbage clock. You know, if you're prototyping something, whatever. And this is why you really do get like, you know, different choices, different technology choices, depending on the way that you wanna solve the problem at hand. And for the software that I wanna write, I do like that cognitive load that is upfront. With LLMs maybe you can get the benefit of the robust artifact with less cognitive load [00:58:10] Bryan: Um, and although I think, I think the thing that is really wild that is the twist that I don't think anyone really saw coming is that in a, in an LLM age. That like the cognitive load upfront almost needs an asterisk on it because so much of that can be assisted by an LLM. And now, I mean, I would like to believe, and maybe this is me being optimistic, that the the, in the LLM age, we will see, I mean, rust is a great fit for the LLMH because the LLM itself can get a lot of feedback about whether the software that's written is correct or not. [00:58:44] Bryan: Much more so than you can for other environments. [00:58:48] Jeremy: Yeah, that is a interesting point in that I think when people first started trying out the LLMs to code, it was really good at these maybe looser languages like Python or JavaScript, and initially wasn't so good at something like Rust. But it sounds like as that improves, if. It can write it then because of the rigor or the memory management or the error handling that the language is forcing you to do, it might actually end up being a better choice for people using LLMs. [00:59:27] Bryan: absolutely. I, it, it gives you more certainty in the artifact that you've delivered. I mean, you know a lot about a Rust program that compiles correctly. I mean, th there are certain classes of errors that you don't have, um, that you actually don't know on a C program or a GO program or a, a JavaScript program. [00:59:46] Bryan: I think that's gonna be really important. I think we are on the cusp. Maybe we've already seen it, this kind of great bifurcation in the software that we writ

The CLAIR Model: A Synthesized Conceptual Framework for Mapping Critical Infrastructure Interdependencies [Guest Diary] https://isc.sans.edu/diary/The+CLAIR+Model+A+Synthesized+Conceptual+Framework+for+Mapping+Critical+Infrastructure+Interdependencies+Guest+Diary/32748 Cisco Catalyst SD-WAN Controller Authentication Bypass Vulnerability CVE-2026-20127 https://sec.cloudapps.cisco.com/security/center/content/CiscoSecurityAdvisory/cisco-sa-sdwan-rpa-EHchtZk https://blog.talosintelligence.com/uat-8616-sd-wan/ Abusing Cortex XDR Live https://labs.infoguard.ch/posts/abusing_cortex_xdr_live_response_as_c2/ OpenSSL Vulnerability CVE-2025-15467 https://seclists.org/oss-sec/2026/q1/220

CJ sits down with Mike Jung, Co-Founder and Managing Partner of Founders Circle Capital. They unpack the rise of structured liquidity, how secondaries went mainstream, and what CFOs should know before running a tender. Mike shares lessons from the dot-com era, AI's “super cycle,” and what separates durable growth companies from hype.—SPONSORS:RightRev 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.aiBrex 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.com—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNMike: https://www.linkedin.com/in/mikjunghttps://www.founderscircle.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/https://www.mostlymetrics.com—TIMESTAMPS:1:08 Founder Circle origin3:15 The founder liquidity insight5:16 Staying private longer problem6:04 Secondary market control vs chaos8:44 Secondaries over IPOs10:12 Liquidity keeps VC alive11:27 Ask Jeeves dot-com lesson12:26 $190 to $1 + AMT reality13:10 Sponsors — RightRev | Rillet | Tabs16:39 Private share opacity risk20:25 Founder + employee liquidity playbooks21:55 Early investors need liquidity too22:31 Cap table math actually matters24:17 SPV fee stacking insanity25:37 Sponsors — Abacum | Brex | Metronome28:54 Tender offer guardrails30:09 Minimum vs maximum liquidity balance33:01 Growth stage sweet spot + IPO bar rising34:17 AI Cambrian explosion34:58 Buying fear vs buying hype36:29 AI growth sustainability37:19 Founder-led advantage + product velocity38:47 TAM is created, not measured41:06 Anti-portfolio lessons43:01 What is a supercycle44:34 Do supercycles end in crashes?46:16 AI's unprecedented adoption curve48:31 Community as a moat52:50 Earning the right to be on the cap table

E se a maior agência de talentos de Hollywood tivesse sido, na verdade, uma startup raiz que virou ecossistema? Neste episódio, quebramos paradigmas para entender como a CAA (Creative Artists Agency) mudou o jogo do entretenimento global, transformando não só a estrutura da indústria mas também inspirando o modelo de inovação que aplicamos na ACE.Pedro Waengertner, CEO da ACE Ventures, e Bella Pugliesi, Head de Transformation na ACE Cortex, exploram a trajetória dessa agência que começou com 100 mil dólares e um jeito totalmente novo de trabalhar colaborativamente — e que acabou dominando o mercado ao criar “pacotes” integrados de talentos e projetos, além de se posicionar como sócia e orquestradora do valor, muito além do tradicional papel de agentes.No papo, eles discutem:Como a aposta estratégica na TV garantiu fluxo de caixa e permitiu escalarO poder de transformar clientes em sócios e o impacto disso na cadeia de valorA construção de uma cultura intensa de execução e colaboração em um mercado hierarquizadoA evolução da CAA em banco criativo, gerando influência cultural e intelectual globalOs paralelos entre o case e os desafios atuais de empreendedores na criação de ecossistemas e inovação contínuaSe você quer entender como empreender é também reinventar modelos mentais, ganhar poder no seu mercado e criar um negócio que transborda valor para o cliente e o ecossistema, este episódio é para você.Dá o play e vem com a gente!

In this episode of Run the Numbers, CJ sits down with Mateo Bryant, CFO of Minted. They break down Minted's life-event flywheel and decades-long LTV, managing extreme seasonality when half the year happens in one month, and balancing long-term CAC with short-term monetization. Mateo also shares lessons from scaling Uber and Amazon globally, localization missteps, and making marketplaces work in emerging markets.—SPONSORS:Abacum 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.aiBrex 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/run—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNMateo: https://www.linkedin.com/in/bryantmatt/Minted: https://www.minted.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Peter Oey, CFO of Grab:https://youtu.be/tdq0AZO0dLU—TIMESTAMPS:00:00 Intro03:16 Fixer to CFO05:32 Mexico City Startups09:00 Minted Flywheel10:24 LTV Expansion11:04 Entry Points12:18 CAC and Cohorts13:42 Sponsors: Metronome | RightRev | Rillet17:06 Wedding Lifecycle19:49 Holiday Forecasting22:23 Retail Calendar24:03 Cash Flow Swings25:05 Marketing Over Sales26:06 Email Limits27:41 Sponsors: Tabs | Abacum | Brex31:02 Retail Strategy35:08 Global Experience40:47 Uber Cash Economics46:04 Cost of Not Localizing50:19 Importer of Record53:17 No Google Lesson55:34 QBR Mistake56:48 High Leverage Hours59:03 Finance Stack59:50 Seven Day Cruise Expense#RunTheNumbersPodcast #MarketplaceStrategy #EcommerceFinance #GigEconomy #CFOInsights

Dr. Mario Senden is an assistant professor in the Department of Cognitive Neuroscience at Maastricht University in the Netherlands, where he has spent his entire academic career. He received his bachelor's in psychology in 2009 and his PhD in cognitive computational neuroscience in 2016, both from Maastricht. A pioneer in biophysics-aware deep learning, Mario is known for his work on how large-scale brain networks support communication, integration, and perception. His research spans mesoscale laminar microcircuits to the macro-scale connectome, and his functional whole-brain modeling framework combines large-scale anatomical structure with local dynamics and goal-driven computation — asking not just whether a dynamical regime is biologically plausible, but whether it actually supports perceptual and cognitive function.In this episode, Peter and Mario explore the cutting edge of computational neuroscience and whole-brain modeling. They discuss Mario's influential work on rich club networks, which showed how highly connected cortical hubs dynamically gate information flow during tasks, as well as the principles behind oscillatory behavior in neural systems. A central focus of the conversation is Mario's most recent paper, "The Evolving Landscape of Neuroscience," submitted to Aperture Neuro — a sweeping meta-scientific analysis of roughly half a million neuroscience articles published between 1999 and 2023. Using text embeddings, semantic clustering, and large language models, Mario mapped the structural organization of the field and identified emerging trends and future directions. The conversation also touches on the promise of interdisciplinary approaches, the growing role of AI tools in neuroscience research, and the broader challenge of integrating theories and data across scales and domains to truly understand the brain.We hope you enjoy this episode!Chapters:00:00 - Introduction to Dr. Mario Senden05:11 - Journey from Psychology to Computational Neuroscience10:01 - Understanding Cognitive Computational Neuroscience14:09 - Limits of Current Models in Cognitive Computational Neuroscience20:44 - Exploring the Rich Club Concept in Brain Networks29:22 - The Interplay of Cortex and Subcortex42:44 - Oscillatory Behavior and Network Coordination48:41 - Multi-Scale Modeling in Neuroscience57:49 - Exploring the Evolving Landscape of Neuroscience01:21:08 - Advice for Young ScientistsWorks mentioned:42:19 - Senden et al. (2017). Cortical rich club regions can organize state-dependent functional network formation by engaging in oscillatory behavior. https://doi.org/10.1016/j.neuroimage.2016.10.04448:27 - Pronold et al. (2024). Multi-scale spiking network model of human cerebral cortex. https://doi.org/10.1093/cercor/bhae40948:27 - Senden et al. (2024). Modular-integrative modeling: a new framework for building brain models that blend biological realism and functional performance. https://doi.org/10.1093/nsr/nwad31857:50 - Senden, M. (2025). The Evolving Landscape of Neuroscience. https://doi.org/10.1101/2025.02.13.638094Episode producers:Ömer Faruk Gülban, Xuqian Michelle Li

Hallo Freunde freue mich sehr euch heute eine neue Episode meiner Mix Reihe ÉCHOS NOCTURNES präsentieren zu können. Diesmal mit Cotex Power Dj & Producer, Founder von @neodisco_music aus Saint-Petersburg. Viel Spaß Kurt Kjergaard Hello friends, I'm very happy to present a new episode of my mix series ÉCHOS NOCTURNES. This time with Cotex Power, DJ & Producer, Founder of @neodisco_music from Saint Petersburg. Enjoy! Kurt Kjergaard BIO Cortex Power is a musician, DJ, and founder of Neo Disco. He produces dark, club-focused music across indie dance, melodic techno, and tech house. His tracks have been released on respected electronic labels including Sincopat, Warbeats, Slow Cycle, Mahool, Exx Underground, Harabe Black, Rezongar, and Neo Disco, with support from artists such as Solomun, Mark Knight, and Röyksopp. Neo Disco unites artists bridging retro aesthetics with the future of club music. LINK Instagram: https://www.instagram.com/cortex_power_ Spotify: https://open.spotify.com/artist/1cLfJVC76X62Vs39di5mCh?si=QIXtmCgpT9iMdvij0vyAkA Beatport: https://www.beatport.com/artist/cortex-power/858706 YouTube: https://www.youtube.com/@cortex_power_ SoundCloud: https://www.soundcloud.com/cortex_power BandCamp: https://cortexpower.bandcamp.com Apple Music: https://music.apple.com/ru/artist/cortex-power/1449902890 YouTube Music: https://music.youtube.com/channel/UClm60ifIEoDYS6EW3Ko-Fdw Artist links: https://cortexpower.komi.io Label links: https://neodisco.komi.io Tracklist 00:00 - Linska - Bad Boy (GENESI Extended Remix) 05:30 - Alexey Union & Kinky Sound - Psychedelic Journey 08:45 - Cortex Power - Don't Call Me 13:36 - RIKO & GUGGA - No Past, No Future 18:30 - Che Jose & Alexion - Whip It 22 22:20 - Mila Journée, Olivier Giacomotto, Kiko - It's Not Real 27:50 - The Crystal Method - Name Of The Game (Anthony Cole Edit) 31:09 - RIKO & GUGGA - Mother Lovers 35:43 - Cloz & Tomy Wahl - Like Tyrion 41:05 - Discroll, Cortex Power - Club Kids [Unreleased] 45:30 - Roddy Lima - Shadows 49:16 - KARPOVICH, TineWay - With My Worlds 54:17 - JOA - Everyday 58:40 - Hidden Empire - Feel Free Disclaimer: All material on this channel is posted with the explicit consent of the artist/labels and no copyrights are violated in any way. If you are a copyright owner and want your work to be removed from our channel please contact us with a personal message here and we will remove your material right away. Please note that we do not benefit from posting this material and have only the intention to help new and emerging artist to be heard by supporting & promoting podcasts. Thx a lot... Kurt Kjergaard

Au menu du Journal de la Tech cette semaine : une bonne nouvelle pour la French Tech qui bat des records de vitesse en transformant ses startups en licornes en seulement 7 ans, confirmant la maturité d'un écosystème désormais plus agile que ses voisins européens.À l'inverse, retour sur le malaise des patrons de la crypto, cibles de tentatives d'extorsion massives, poussant 40.000 d'entre eux à demander l'anonymisation de leurs données. On analyse aussi l'offensive stratégique de Mistral AI, qui s'offre Koyeb pour maîtriser son infrastructure cloud, le rayonnement de l'IA à la française qui pèse désormais 45.000 emplois, et l'arrivée imminente de la Cortex House, futur temple de l'IA au pied de Montmartre. Ecorama Tic Tech du 20 février 2026, présenté par David Jacquot et Julien Khaski, rédacteur en chef de Maddyness sur Boursorama.com. Hébergé par Audion. Visitez https://www.audion.fm/fr/privacy-policy pour plus d'informations.

In this episode of Run the Numbers, CJ sits down with Varsha Udayabhanu of Invisible to unpack what enterprise AI adoption actually looks like beyond the hype. They cover forward deployed engineers, eight-week solution sprints, value-based pricing when outcomes are hard to meter, ARR vs. services revenue, and why “momentum” beats traditional SaaS metrics. A tactical look at trust, expansion, and building durable AI revenue.—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: Varsha: https://www.linkedin.com/in/varshaudayabhanu/Company: https://invisibletech.ai/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Marketing as a Form of Capital Allocation With Carta's Head of Growth Angela Winegarhttps://youtu.be/rG09ehsrWv8—TIMESTAMPS:00:00 Intro03:21 What Invisible Technologies Does05:34 Enterprise AI Adoption Gap07:38 Forward Deployed Engineers09:44 Evolving GTM in AI Services10:36 Solution Sprints12:37 Sponsor — Brex | Metronome | RightRev15:56 Upfront Investment vs. Upside18:38 Bespoke Deals20:37 Value-Based Pricing in Enterprise AI22:12 Value Sold vs. Value Delivered23:31 Enterprise Revenue as a Portfolio of Bets24:53 Time-Bound Solution Sprints27:06 Sponsor — Rillet | Tabs | Abacum30:32 Humans in the Loop & Expert Incentives33:38 Niche Human Expertise34:10 Rethinking KPIs Beyond ARR35:44 Momentum Metrics39:00 Evaluating GenAI Financial Profiles40:47 Expansion as the Atomic Unit42:19 AdTech Lessons on Distribution & Brand43:23 Why Brand Matters for Enterprise47:10 Commoditization Risk48:31 Long-Ass Lightning Round53:20 Credits

My forthcoming book Suicidal Empathy: Dying to Be Kind is now available for pre-order: https://www.harpercollins.com/products/suicidal-empathy-gad-saad?variant=44726319317026 _______________________________________ If you appreciate my work and would like to support it: https://subscribestar.com/the-saad-truth https://patreon.com/GadSaad https://paypal.me/GadSaad To subscribe to my exclusive content on X, please visit my bio at https://x.com/GadSaad _______________________________________ This clip was posted on February 17, 2026 on my YouTube channel as THE SAAD TRUTH_1994: https://youtu.be/Gw6b4YhS0mo _______________________________________ Please visit my website gadsaad.com, and sign up for alerts. If you appreciate my content, click on the "Support My Work" button. I count on my fans to support my efforts. You can donate via Patreon, PayPal, and/or SubscribeStar. _______________________________________ Dr. Gad Saad is a professor, evolutionary behavioral scientist, and author who pioneered the use of evolutionary psychology in marketing and consumer behavior. In addition to his scientific work, Dr. Saad is a leading public intellectual who often writes and speaks about idea pathogens that are destroying logic, science, reason, and common sense.  _______________________________________

Dans ce nouvel épisode de L'Empreinte, Alice Vachet reçoit Benjamin Laurent, fondateur de Cortex Média, une société de production audiovisuelle particulièrement engagée sur le sujet du handicap et l'inclusion. Cortex propose notamment une accessibilité aux films, émissions, pubs, mais aussi podcasts etc… pour les personnes handicapées : celles qui ont une déficience visuelle, auditive ou encore des troubles de l'attention. Un sujet croissant à l'heure du vieillissement de la population En effet, alors que 8,7 millions de Français sont en situation de handicap sensoriel, dont environ 6 millions de sourds ou malentendants, seuls 44 % des établissements équipés déclarent organiser au moins une fois par semaine des séances en Sous-Titres Sourds et Malentendants à l'écran.  Alors quelle autre solution pour rendre les contenus audiovisuels accessibles à tous et toutes ? La réponse dans ce nouvel épisode. Dans chaque épisode de L'Empreinte, nous tentons de comprendre comment les marques s'engagent et agissent concrètement, ou non, dans la transformation positive de notre société. Notre objectif est simple : tendre notre micro aux dirigeantes et dirigeants de grandes entreprises, de PME, de start-ups, pour leur donner la parole sur leurs engagements et, par la même occasion, tenter de répondre à des questions que nous nous posons toutes et tous. Alors, comment les marques d'aujourd'hui s'engagent ou non, pour notre planète ? La réponse chaque semaine dans L'Empreinte ! Bonne écoute ! Crédits : Production : Bababam Interview : Alice Vachet Avec la participation de Benjamin Laurent, fondateur de Cortex Media Learn more about your ad choices. Visit megaphone.fm/adchoices

Dans ce nouvel épisode de L'Empreinte, Alice Vachet reçoit Benjamin Laurent, fondateur de Cortex Média, une société de production audiovisuelle particulièrement engagée sur le sujet du handicap et l'inclusion. Cortex propose notamment une accessibilité aux films, émissions, pubs, mais aussi podcasts etc… pour les personnes handicapées : celles qui ont une déficience visuelle, auditive ou encore des troubles de l'attention. Un sujet croissant à l'heure du vieillissement de la population En effet, alors que 8,7 millions de Français sont en situation de handicap sensoriel, dont environ 6 millions de sourds ou malentendants, seuls 44 % des établissements équipés déclarent organiser au moins une fois par semaine des séances en Sous-Titres Sourds et Malentendants à l'écran.  Alors quelle autre solution pour rendre les contenus audiovisuels accessibles à tous et toutes ? La réponse dans ce nouvel épisode. Dans chaque épisode de L'Empreinte, nous tentons de comprendre comment les marques s'engagent et agissent concrètement, ou non, dans la transformation positive de notre société. Notre objectif est simple : tendre notre micro aux dirigeantes et dirigeants de grandes entreprises, de PME, de start-ups, pour leur donner la parole sur leurs engagements et, par la même occasion, tenter de répondre à des questions que nous nous posons toutes et tous. Alors, comment les marques d'aujourd'hui s'engagent ou non, pour notre planète ? La réponse chaque semaine dans L'Empreinte ! Bonne écoute ! Crédits : Production : Bababam Interview : Alice Vachet Avec la participation de Benjamin Laurent, fondateur de Cortex Media Learn more about your ad choices. Visit megaphone.fm/adchoices

Schulterschmerzen kommen selten nur von der Schulter.Wenn du immer wieder an Mobilisation, Kräftigung oder Dehnung arbeitest, aber der Schulterschmerz bleibt, dann lohnt sich ein Blick aufs Nervensystem.In dieser Folge beleuchten wir die Schulterprobleme aus neurozentrierter Perspektive: Welche Strukturen sind wirklich relevant? Welche neuronalen Systeme spielen mit rein? Und vor allem – wie kannst du konkret ansetzen?Du erfährst:Warum die Schulter das mobilste und gleichzeitig verletzlichste Gelenk im Körper istTypische Diagnosen wie Impingement, Rotatorenmanschetten-Probleme oder Frozen Shoulder – und was sie neuronale gemeinsam habenWelche Rolle periphere Nerven bei Schulterschmerzen spielenWarum Gleichgewicht, Atmung und das vestibuläre System Einfluss auf deine Schulterfunktion haben könnenWie das Kleinhirn und der motorische Cortex deine Schulterbewegung steuernEine konkrete Übungsidee mit „laser-geführter Bewegung“ zur kortikalen AnsteuerungWarum Test–Retest auch bei Schulterschmerzen der entscheidende Schlüssel istO-Töne aus der Folge:„Die Schulter ist extrem beweglich und genau das macht sie so anfällig.“„Schmerz ist immer ein Ausdruck von Unsicherheit im System.“„Wenn das Gehirn der Bewegung nicht vertraut, wird es sie limitieren.“„Du kannst die Schulter lokal behandeln – oder du kannst verstehen, warum sie überhaupt reagiert.“Welches Schmerzbild sollen wir als nächstes in einer Podcastfolge genauer erklären?Schreib uns gerne deine Wünsche in die Kommentare zu dieser Folge bei Spotify oder in eine Apple Bewertung.Für Trainer & Therapeuten, die tiefer in Schulterschmerzen & andere Schmerzbilder einsteigen möchten bieten wir unsern Neuro-Schmerz Trainer an.

Mon, 16 Feb 2026 16:00:00 GMT http://relay.fm/cortex/176 http://relay.fm/cortex/176 Going From a Newsroom to Being Independent, With Becca Farsace 176 Myke Hurley Myke talks to Becca Farsace about beginning her life as an independent creator—shaping a new workflow, making videos on her own terms, and carrying lessons from her years at The Verge into this next chapter. Myke talks to Becca Farsace about beginning her life as an independent creator—shaping a new workflow, making videos on her own terms, and carrying lessons from her years at The Verge into this next chapter. clean 3269 Subtitle: State of the WorkflowMyke talks to Becca Farsace about beginning her life as an independent creator—shaping a new workflow, making videos on her own terms, and carrying lessons from her years at The Verge into this next chapter. This episode of Cortex is sponsored by: Sentry: Mobile crash reporting and app monitoring. New users get $100 in Sentry credits with code cortex26. Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. Squarespace: Save 10% off your first purchase of a website or domain using code CORTEX. Guest Starring: Becca Farsace Links and Show Notes: Get Moretex – More Cortex, with no ads. Submit Feedback Becca Farsace - YouTube This is the best phone of 2025… (sorry, MKBHD) - Becca Farsace - YouTube Why I left The Verge - Becca Farsace - YouTube Becca's Merch Store I tried to replace my screens with an Apple Vision Pro… - Becca Farsace - YouTube I took 1,000 photos with the iPhone 17 Pro... - Becca Farsace - YouTube the smartwatch that changed my mind about smartwatches - Becca Farsace - YouTube I quit my job to become a YouTuber, here is how much $$$ I made - Becca Farsace - YouTube Becca's Home Screen

Mon, 16 Feb 2026 16:00:00 GMT http://relay.fm/cortex/176 http://relay.fm/cortex/176 Myke Hurley Myke talks to Becca Farsace about beginning her life as an independent creator—shaping a new workflow, making videos on her own terms, and carrying lessons from her years at The Verge into this next chapter. Myke talks to Becca Farsace about beginning her life as an independent creator—shaping a new workflow, making videos on her own terms, and carrying lessons from her years at The Verge into this next chapter. clean 3269 Subtitle: State of the WorkflowMyke talks to Becca Farsace about beginning her life as an independent creator—shaping a new workflow, making videos on her own terms, and carrying lessons from her years at The Verge into this next chapter. This episode of Cortex is sponsored by: Sentry: Mobile crash reporting and app monitoring. New users get $100 in Sentry credits with code cortex26. Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. Squarespace: Save 10% off your first purchase of a website or domain using code CORTEX. Guest Starring: Becca Farsace Links and Show Notes: Get Moretex – More Cortex, with no ads. Submit Feedback Becca Farsace - YouTube This is the best phone of 2025… (sorry, MKBHD) - Becca Farsace - YouTube Why I left The Verge - Becca Farsace - YouTube Becca's Merch Store I tried to replace my screens with an Apple Vision Pro… - Becca Farsace - YouTube I took 1,000 photos with the iPhone 17 Pro... - Becca Farsace - YouTube the smartwatch that changed my mind about smartwatches - Becca Farsace - YouTube I quit my job to become a YouTuber, here is how much $$$ I made - Becca Farsace - YouTube Becca's Home Screen

In this episode, CJ talks with Paul Stansik of ParkerGale Capital about what separates Simplifiers from Complicators. They unpack why most board meetings miss the point, how to answer the actual question, and why naming the real problem builds trust.—SPONSORS:Abacum 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.aiBrex 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/run—LINKS: Paul on LinkedIn: https://www.linkedin.com/in/paulstansik/ParkerGale Capital: https://www.parkergale.com/https://hellooperator.substack.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Fixing Broken Windows in Investing3:08 What an Operating Partner Actually Does5:35 Managing Nine Portfolio Companies6:07 Where PE Investors Spend Their Time9:02 Do Investors Think About You All Day?10:16 The Operator “Bermuda Triangle”12:35 Sponsors — Abacum | Brex | Metronome15:52 The CFO “Triangle of Doom”17:47 How to Become an Investor Favorite18:42 Templates Build Trust in Board Communication20:54 Using Trusted Data22:10 The Board Payback Record Scratch23:18 Building Your “Data Diet” With the Board25:19 Sponsors — RightRev | Rillet | Tabs28:47 Signs a Team Isn't in Command31:30 Board Meetings Aren't a Performance34:16 “20 Board Meetings—Don't Waste Them”35:15 Ask Permission to Reallocate the Agenda37:54 When to Send Board Materials40:28 Simplifiers vs. Complicators41:58 The Simplifier Finds the One Question That Matters42:16 Three Traits of a Simplifier: Answer, Find, Do43:15 Why Complicated Operators Take You on a Ride44:26 Selling vs. Substance46:23 “Get There, Bob”47:25 Why We Hedge49:36 You Can't Fix a Secret52:50 Credits

In this episode of Run the Numbers, CJ Gustafson talks with Rivian CFO Claire McDonough about financing one of the most capital-intensive businesses in the world. They cover long-term investment decisions, capacity planning, cash management as production scales, lessons from Rivian's nearly $14B IPO, the risks of over- and under-building, and why federal EV tax credits matter more than most people think.—SPONSORS:Tabs 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.aiBrex 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/cj—LINKS: Claire on LinkedIn: https://www.linkedin.com/in/claire-rauh-mcdonough-5291b946/Rivian: https://rivian.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Why Revenue Recognition Is the Next AI Battleground | Dan Miller of RightRevhttps://youtu.be/TxhTtwmOass—TIMESTAMPS:00:00:00 Craziest Expense Story at Rivian00:01:22 Intro to Claire McDonough00:03:09 Capital Intensity and Vertical Integration at Rivian00:06:44 Raising $14B: How Rivian Planned Its IPO Capital00:10:22 Capacity Planning and Scaling R2 Production00:12:13 Sponsors — Tabs, Abacum, Brex00:15:34 Sweating Existing Capacity vs Overbuilding00:18:22 Winning EV Adoption from ICE Buyers00:22:27 How Federal EV Tax Credits Shape EV Pricing00:26:03 Sponsors — Metronome, RightRev, Rillet00:29:27 R2 as a Driver of Long-Term Profitability00:33:14 Supply Chain as the Critical Path to Launch00:36:53 Product Roadmap as the Anchor for Capital and Headcount00:39:40 Peloton and Flipkart Lessons from Banking00:43:42 Biggest Career Mistake00:44:50 Advice to Younger Self00:47:19 Rivian's Finance Software Stack

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Garza sits down in-person with Keyan Houshmand. Modern guitarist, producer & content creator from Adelaide, Australia. Best known for his informative YouTube guitar videos, covers, demos/reviews & music production. https://youtube.com/KeyanHoushmandLiveSPONSORS: Sweetwater - https://imp.i114863.net/rnrmVB00:00 - NAMM 202603:34 - Being Born & Raised in Adelaide06:55 - Seeing Metallica Live08:22 - First Guitar11:28 - Age & Wisdom12:35 - Getting a Computer Science Degree19:37 - Discovering Periphery30:25 - Riff: Arrest32:13 - Getting Into Gear, Plugins34:35 - Quad Cortex Mini37:14 - QC Patch/Tones Demo46:58 - Rhythm Players & AC/DC52:15 - Australian Bands57:27 - Plini58:26 - Professionalism & Not Drinking1:10:02 - Jackson Guitars1:14:12 - Chug Tones1:16:53 - What Makes a Good Tone1:24:03 - Pick Attack1:35:12 - Bareknuckle Pickups1:43:03 - Riff: Pirouette1:50:48 - Riff: Swell1:52:00 - Riff: Pulse1:54:19 - Top 3 Artists/Albums

In this episode of Run the Numbers, CJ Gustafson sits down with Dan Miller, CFO at RightRev. They unpack why leasing is underused in software, how RevTech emerged, and why revenue recognition may be the next AI battleground. Dan also shares how he evaluates durable growth vs. hypergrowth.—SPONSORS:Rillet 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.aiBrex 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.com—LINKS: Dan on LinkedIn: https://www.linkedin.com/in/danmillercpa/RightRev: https://www.rightrev.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:00:00:00 Preview and Intro00:02:41 Why Operating Experience Matters for CFOs00:04:08 Defining Durable Growth00:06:06 Snowflake and Consumption Revenue Complexity00:10:17 Forecasting in Consumption Models00:11:29 AI's Role in Revenue Forecasting00:12:14 Sponsors — Rillet | Tabs | Abacus AI00:15:39 Comping Sales in Usage-Based Models00:18:15 Leasing as a Software Monetization Tool00:20:47 The CFO's Role in Sales and GTM00:22:29 How CFOs Help Close Deals00:24:14 Rev Tech vs RevOps00:26:20 Sponsors — Brex | Metronome | RightRev00:29:40 Where AI Actually Helps Rev Rec00:31:55 Deterministic vs Probabilistic AI00:33:05 Why Enterprises Hesitate on AI Agents00:34:18 Startups vs Incumbents in the AI Race00:35:13 FOMO, Overfunding, and Market Distortions00:38:13 CFO Playbooks Without Hypergrowth00:39:38 Finding PMF as a CFO00:41:15 Career Advice: Growth vs Shiny Objects00:42:00 Building the CEO–CFO Relationship00:42:49 Learning Beyond the Back Office00:43:22 Lightning Round00:44:28 Advice to My Younger Self00:45:09 Finance Tech Stack00:46:36 Credits

Sun, 08 Feb 2026 11:45:00 GMT http://relay.fm/analogue/246 http://relay.fm/analogue/246 I Don't Like the Way That Numbers Work 246 Casey Liss and Myke Hurley Birthdays and a whole bunch of recommendations (but some for a tough reason). Birthdays and a whole bunch of recommendations (but some for a tough reason). clean 5430 Birthdays and a whole bunch of recommendations (but some for a tough reason). This episode of Analog(ue) is sponsored by: Surfshark: Use this link or use code ANALOGUE at checkout to get 4 extra months of Surfshark VPN! Incogni: Take your personal data back with Incogni! Use code ANALOGUE with this link and get 60% off an annual plan. Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. Squarespace: Save 10% off your first purchase of a website or domain using code ANALOGUE. Links and Show Notes: Support Analog(ue) with a Relay Membership Submit Feedback Thirty Eight My 2026 Yearly Theme Jeffrey Epstein arranged a meeting with Tim Cook for the former head of Windows Home Town The West Wing Sorkin' In It The West Wing Weekly Kinda Funny Games The Office The Rest Is History America in '68 on The Rest is History JFK on The Rest Is History Serenity The Hunt for Red October 30 Rock Brooklyn Nine-Nine Letterkenny Parks and Recreation Scrubs The End of an Era The Pitt Shrinking You are being misled about renewable energy technology.Stick with it. Particularly for the last 30 minutes. Cortex #175: Technology Connections – State of the Workflow Slow Horses Mom Confession Random Duet Christmas Spectacular

Sun, 08 Feb 2026 11:45:00 GMT http://relay.fm/analogue/246 http://relay.fm/analogue/246 Casey Liss and Myke Hurley Birthdays and a whole bunch of recommendations (but some for a tough reason). Birthdays and a whole bunch of recommendations (but some for a tough reason). clean 5430 Birthdays and a whole bunch of recommendations (but some for a tough reason). This episode of Analog(ue) is sponsored by: Surfshark: Use this link or use code ANALOGUE at checkout to get 4 extra months of Surfshark VPN! Incogni: Take your personal data back with Incogni! Use code ANALOGUE with this link and get 60% off an annual plan. Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. Squarespace: Save 10% off your first purchase of a website or domain using code ANALOGUE. Links and Show Notes: Support Analog(ue) with a Relay Membership Submit Feedback Thirty Eight My 2026 Yearly Theme Jeffrey Epstein arranged a meeting with Tim Cook for the former head of Windows Home Town The West Wing Sorkin' In It The West Wing Weekly Kinda Funny Games The Office The Rest Is History America in '68 on The Rest is History JFK on The Rest Is History Serenity The Hunt for Red October 30 Rock Brooklyn Nine-Nine Letterkenny Parks and Recreation Scrubs The End of an Era The Pitt Shrinking You are being misled about renewable energy technology.Stick with it. Particularly for the last 30 minutes. Cortex #175: Technology Connections – State of the Workflow Slow Horses Mom Confession Random Duet Christmas Spectacular

Cortex Thrill return to the hotseat on this weeks Bonzai Basic Beats, dishing out yet another sublime set filled with choice cuts to help you get into the groove for the weekend. A fine selection of tracks from the guys including artists such as Mateo, Bart Skils, Heerhorst, Kate Hex, Nelayan, Adam Beyer, Weska, Bonzai All Stars, Cosmic BOYS, Luis M and more. Mateo!, NoNameLeft – Hidden Worlds (Original Mix) Bart Skils, Heerhorst – YKSI (Extended Mix) THREAT AGENT – Mind Control (Original Mix) UMEK, Quench – Dreams (UMEK Version) Luis M – Pressure (Kate Hex Remix) Türen – Lunar Mirage (Extended Mix) Rad.Lez, RDLF – Enigma (Original Mix) Nelayan – The Plan (Original Mix) AKKI (DE) – Loneliness (Original Mix) Adam Beyer – Robotic Arms (Original Mix) Sunbeam – Outside World (Bart Skils & Weska Extended Remix) Cortex Thrill – Continuum (Lightning Mix) Metodi Hristov, Marie Vaunt – Lunae (Original Mix) HNGT, Fade. – Code Breaker (Original Mix) Cosmic Boys – Sonic (Original Mix) Cortex Thrill feat. Mario Più & Frankyeffe – Tesseract (Original Mix) Bonzai All Stars & Santini – Follow (Original Mix) This show is syndicated & distributed exclusively by Syndicast. If you are a radio station interested in airing the show or would like to distribute your podcast / radio show please register here: https://syndicast.co.uk/distribution/registration

In this episode of Run the Numbers, CJ sits down with Brett Queener, Managing Director at Bonfire Ventures, to trace the origins of ARR and examine how new revenue models are reshaping B2B software. Drawing on Brett's time at Salesforce and SmartRecruiters, they explore the shift from annual contracts to outcome-based pricing, what it means for forecasting and gtm strategy, and where the next major inflection points in SaaS are likely to emerge.—SPONSORS:RightRev 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.aiBrex 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.com—LINKS: Brett on LinkedIn: https://www.linkedin.com/in/brettqueener/Brett's Substack: https://queener.substack.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.comThe Staffing Ratios Salesforce Used, with Brett Queener of Bonfire VChttps://youtu.be/lJVgstAXjJs—TIMESTAMPS:00:02:54 Welcome Brett & episode setup00:03:51 On-prem software to SaaS00:05:54 Salesforce & recurring revenue00:07:15 On-prem costs & partner bloat00:09:58 Contracts, control & comp shifts00:14:15 Lock-in, renewals & SaaS drift00:16:20 Sponsors — RightRev | Rillet | Tabs00:19:48 From buying to hiring software00:21:59 Agents change pricing & planning00:25:59 Forecasting without ARR00:28:03 Talent models break00:29:45 Sponsors — Abacum | Brex | Metronome00:33:01 Rethinking sales & comp00:36:47 Selling by doing the job00:40:50 The future role of sales00:46:10 Zombie SaaS & category collapse00:51:07 Context as the moat00:56:07 Where AI hits next00:58:44 Vertical AI & hidden TAMs01:02:12 $1B startups vs mega rounds01:05:48 Dilution, fund math & pressure01:08:03 Choosing your founder path

In this special CFO Explains episode of Run the Numbers, CJ Gustafson sits down with executive producer Ben Hillman to unpack the real history of EBITDA. From John Malone and cable TV to private equity, SaaS, and today's AI boom, CJ explains how a metric invented out of desperation became the default language of valuation—and how adjusted EBITDA can both clarify and distort the truth about a business.—SPONSORS:Metronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.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.aiBrex 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/metrics—LINKS: CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.comSlacker Stuff: https://www.slackerstuff.com/Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/—RELATED EPISODES:How Much Revenue Do You Need to IPO in 2025?https://youtu.be/7ajWVCNVDmI—TIMESTAMPS:00:00:00 Intro00:01:17 The Origins of EBITDA00:06:48 Sponsors — Metronome | RightRev | Rillet00:10:12 The Mechanics of EBITDA00:13:46 Impact on Other Industries00:15:38 The Many Faces of EBITDA00:19:09 Sponsors  — Tabs | Abacum | Brex00:22:30 EBITDA's AI Encore00:24:56 Wrap Up00:28:19 Credits#RunTheNumbersPodcast #CFOExplains #EBITDA #FinancePodcast #BusinessMetrics

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

* Mailbag! We asked, you delivered!* Email from Elie: Alternative mechanics to play in Barsaive?* Cortex -- https://www.cortexrpg.com/* Earthdawn: Age of Legend -- https://www.drivethrurpg.com/en/product/176986/earthdawn-the-age-of-legend-english* Earthdawn: Savage Worlds -- https://www.drivethrurpg.com/en/product/100174/earthdawn-player-s-guide-savage-worlds-edition* Also discussed: Cypher, Genesys* Problems with Horror marks as a concept (from player perspective)* Other active Earthdawn podcasts?* Email from Maggie: Changes to the Mad Passions' temples or shrines when they went mad?* Symbols and iconography of the Mad Passions from before the Scourge?* Email from Scott: Follow up to Mailbag 268 about Beast Spirits* Another Email from Maggie: T'skrang and Obsidimen as trans metaphors* Email from Simon: Many questions about the Gate Hound magic drain power* Range of chakta birds' Mental Assault power?* Range of the crakbill's paralyzing breath?* Is there a maximum Circle (0-thread) spell that a manticore can learn?* Constrict and Grab & Bite maneuvers for the porcupine snake and troll snake?* Engulf power from an air elemental?* Descriptions of true element kernels?* Awareness vs Perception (and limits of Awareness)?* Spending Karma on secret tests (especially Awareness)?Find and Follow:Email: edsgpodcast@gmail.comYouTube: https://www.youtube.com/@EDSGPodcastFind and follow Josh: https://linktr.ee/LoreMerchantGet product information, developer blogs, and more at www.fasagames.comFASA Games on Facebook: https://www.facebook.com/fasagamesincOfficial Earthdawn Facebook Group: https://www.facebook.com/groups/officialearthdawnFASA Games Discord Channel: https://discord.gg/uuVwS9uEarthdawn West Marches: https://discord.gg/hhHDtXW

Dr. David Eagleman, PhD, is a neuroscientist, bestselling author and professor at Stanford University. We discuss how to leverage the science of neuroplasticity to learn new skills and information and how accurate and false memories form and are forgotten. We also discuss time perception and why it speeds up or slows down depending on our age and stress level. We cover dreaming and the meaning of visual and other dream content. And we discuss the neuroscience of cultural and political polarization and how to remedy it. This episode provides science-based knowledge and practical tools you can use to enhance learning and better understand your experience of life in the past, present and future. Read the episode show notes at hubermanlab.com. Thank you to our sponsors AG1: https://drinkag1.com/huberman Mateina: https://drinkmateina.com/offer Rorra: https://rorra.com/huberman Lingo: https://hellolingo.com/huberman Function: https://functionhealth.com/huberman Timestamps (00:00:00) David Eagleman (00:02:35) Neuroplasticity & Learning; Cortex, Flexibility & Repurposing, Savantism (00:11:07) Sponsors: Mateina & Rorra (00:13:27) Specialization vs Diversification, Practice; Internet & Curiosity (00:22:05) Building a Well-Rounded Brain, Tool: Critical Thinking & Creativity (00:28:18) Neuroplasticity & Adults, Tools: Novelty & Challenge (00:32:41) Neuromodulators & Plasticity, Psychedelics; Directed Plasticity (00:38:50) Sponsor: AG1 (00:39:41) Building a Better Future Self, Tool: Ulysses Contract to Avoid Bad Behaviors (00:50:13) Brain Chatter, Aphantasia & Practice (00:56:57) Specialization vs Diverse Experience, Childhood & Brain (01:00:50) Space & Time Perception, Tool: Space-Time Bridging Meditation (01:06:17) Are We Good at Estimating Time?; Fear, Time & Memory (01:11:23) Sponsor: Lingo (01:12:53) Fearful Situations & Time Perception; Joyful Events & Novelty, Tool: Do Things Differently (01:18:56) Staying in the Present, Mental Illness & Time Domains, Addiction (01:27:09) Social Media, Addiction, Curiosity (01:30:51) Vision & Auditory Deficits, Sensory Substitution, Neosensory Wristband (01:35:26) Sponsor: Function (01:37:13) Sensory Reliance, Echolocation, Potato Head Theory, Sensory Addition (01:41:36) Why We Dream, Vision & Neuroplasticity, REM Sleep, Blindness (01:49:55) Victims, Fear, Memory Drift & Recall, Eyewitness Testimony & Jury Education (01:56:10) Kids vs Adults, Memory Manipulation; Photos (01:59:27) Polarization, In vs Out Groups, Empathy; Fairness (02:06:31) Polarization, Reward vs Punishment; Propaganda, Language, Complexification (02:19:27) Current Projects; Acknowledgements (02:21:44) Zero-Cost Support, YouTube, Spotify & Apple Follow, Reviews & Feedback, Sponsors, Protocols Book, Social Media, Neural Network Newsletter Disclaimer & Disclosures Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Run the Numbers, CJ sits down with Maria Izurieta, CFO of Huntress, to unpack what it really means to lead finance as a connective tissue across the organization. Drawing on experience across VC-backed, PE-owned, and public companies, Maria shares how she balances impact versus perfection, builds trust through small wins, and helps teams move from transactional finance to insight-driven decision making. They dig into data transparency, centralized BI, partnering with sales and marketing on revenue, and why the best CFOs unblock friction instead of becoming the “no” department — all while bringing a deeply people-first lens to scale.—SPONSORS:Abacum 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.aiBrex 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/run—LINKS:Maria on LinkedIn: https://www.linkedin.com/in/maria-izurieta-909a3b/Company: https://www.huntress.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:How the Best CFOs Lead Without Being the CEO | Ken Stillwellhttps://youtu.be/O4cx9NBqQso—TIMESTAMPS:00:00:00 Preview and Intro00:01:01 Maria's Background00:03:09 People-First Team Building00:05:16 People, Process, Systems at Scale00:07:13 Removing Friction Outside Finance00:09:15 Data Transparency & Decision-Making00:11:06 Sponsors — Abacum | Brex | Metronome00:14:22 Forward-Deployed Data00:16:21 Centralized Data vs. Silos00:19:23 Finance as Data Steward00:21:08 Cost-to-Price Feedback Loop00:22:35 Curiosity Builds Credibility00:23:43 Sponsors — RightRev | Rillet | Tabs00:27:12 Trust First, Then Impact00:30:27 Celebrating Small Wins00:31:21 From Transactions to Insights00:33:00 CFO at the Revenue Table00:34:32 Educating the Org on Metrics00:36:21 Customer-Level Margin Reality00:37:13 Using Facts to Change Decisions00:38:27 Ownership Mindset in Growth Companies00:39:10 VC vs. PE vs. Public CFO Tradeoffs00:41:02 Operating Inside Constraints00:42:18 Finding Your Stage Fit00:44:17 Building a Personal Advisor Network00:46:43 Visibility and Women in Leadership00:47:44 Work–Life Integration, Not Balance00:48:45 Lightning Round: Biggest Mistake00:50:10 Advice to Younger Self00:51:36 Finance Tech Stack00:52:01 Craziest Expense Story00:52:44 Credits#RunTheNumbersPodcast #CFOLeadership #ScalingCompanies #DataDrivenDecisions #ExecutiveLeadership This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

In this episode of Run the Numbers, CJ sits down with Ken Stillwell, CFO and COO of Pegasystems, to explore the realities of leading from the second seat. Ken shares hard-earned lessons from guiding Pega through the shift from term licenses to ARR and ACV, including how to rework sales compensation without losing trust or momentum. They discuss the limits of KPI obsession, the importance of directional clarity over false precision, and why private equity often drives sharper execution than public markets—and how to apply that discipline while still playing the long game.—SPONSORS:Tabs 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.aiBrex 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/cj—LINKS:Ken on LinkedIn: https://www.linkedin.com/in/ken-stillwell-83a499a/Pegasystems: https://www.pega.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:How Finance Becomes a GTM Partner, Not a Bottleneck | Chris Brubakerhttps://youtu.be/T2YjdoiJtFA—TIMESTAMPS:00:00:00 Preview and Intro00:02:57 Sponsors — Tabs | Abacum | Brex00:07:26 The Strategic Value of Being Number Two00:08:46 Earnings Calls, Messaging, and Real-Time Judgment00:10:41 Using Feedback to Sharpen Executive Communication00:11:38 CFOs as Storytellers & Message Repetition00:12:31 Managing Up: Reading the Room00:13:59 Learning the Hard Way: Misreading Dynamics00:15:18 Confidence, Aggression, and Early CFO Mistakes00:15:58 Sponsors — Metronome | RightRev | Rillet00:19:45 When to Email vs Pick Up the Phone00:22:48 Tailoring Communication to Different Functions00:23:23 Audience-Specific Messaging: “Why Me?”00:25:24 Values vs Behaviors in Leadership00:28:13 Why Big Changes Need Anchoring00:31:14 Moving Pega to the Cloud00:32:43 Rewiring Sales Comp for ARR & ACV00:34:56 Sales Credibility Breakdowns with Customers00:36:20 Economics vs Trust in Sales Teams00:37:48 Balancing Field Feedback with Company Goals00:39:17 De-Emphasizing New Logos to Fix the Sales Model00:41:12 The Danger of Over-Obsessing on KPIs00:42:51 Public vs Private: Incentives and Operating Discipline00:45:57 Why Companies Go Private: Motivation Over Patience00:47:29 The Shrinking Public Markets00:47:57 Private vs Public CFO Mindsets00:49:39 Meeting Investors Where They Are00:50:16 A Risky Decision That Paid Off: Going All-In on the Cloud00:51:29 Long-Ass Lightning Round00:53:24 Ken's Finance Tech Stack & Craziest Expense00:54:39 Credits#RunTheNumbersPodcast #CFOLeadership #ExecutiveCommunication #SalesStrategy #PublicVsPrivate This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

In this episode of the Jack Westin MCAT Podcast, Mike and Molly continue their MCAT brain anatomy series by tackling one of the most underrated topics on the exam: how the brain actually makes you move.If you've ever thought “why are there so many brain parts just for movement?” this episode is your roadmap.You'll learn:

In this episode of Run the Numbers, CJ sits down with Chris Brubaker, SVP of Finance at Postscript, who's helped build the finance function from the ground up. Chris shares how he partners with sales through deal desks, sets pricing guardrails, and makes sure finance helps close deals instead of slowing them down. They dig into his hands-on approach to automation using AI with limited engineering resources, how Postscript's metrics evolved as the company scaled, when to trust internal data over benchmarks, and where teams get tripped up. Plus, a private jet accounting story—because of course.—SPONSORS:Rillet 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.aiBrex 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.com—LINKS:Chris on LinkedIn: https://www.linkedin.com/in/wchrisbrubaker/Postscript: https://postscript.io/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:So You're Looking for a “Strategic” CFO? Bloomerang's Steve Isom on What That Really Meanshttps://youtu.be/cgHOtvG1CesThe IPO Playbook: Expert Advice from Lee Kirkpatrick, Twilio's Former CFOhttps://youtu.be/PTKAUD7PSWUThe CFO Case for Probabilistic Forecasting With AI | Bruno Annicqhttps://youtu.be/Dl8nDZPJMpE—TIMESTAMPS:00:00:00 Preview and Intro00:02:22 Sponsors — Rillet | Tabs | Abacum00:06:55 Interview Begins00:07:36 First Finance Hire and Early Scale at Postscript00:09:02 Usage-Based Margins, COGS, and the Twilio Parallel00:10:31 Partnering With Sales and Building Deal Desk00:13:16 Pricing Guardrails, Payback, and Deal Economics00:15:35 How Deal Desk Evolves Over Time00:16:01 Sponsors — Brex | Metronome | RightRev00:19:44 Making Finance a Deal-Closing Partner00:20:44 Automating Deal Desk With a Slack Bot00:23:48 How Technical Finance Leaders Need to Be00:25:17 Automating Without Engineering Help00:27:12 Why Human Touch Still Matters in SaaS00:27:53 Postscript's Finance Tech Stack00:28:30 ERP Migration and Month-End Efficiency00:29:42 The Reality of Continuous Close00:30:34 First Real AI Wins in Accounting00:31:18 Experimenting With AI Forecasting00:33:32 Metrics That Matter: Usage as a Leading Indicator00:35:49 How Metrics Evolve as the Company Scales00:37:41 Understanding the Product in a Usage-Based Model00:39:27 Micro-Seasonality and Forecasting Volatility00:42:21 How to Use Benchmarks Without Misusing Them00:43:50 Long-Ass Lightning Round: A Costly Modeling Mistake00:45:45 Advice to a Younger Finance Leader00:47:05 The Private Jet Accounting Story00:49:11 Credits#RunTheNumbersPodcast #FinanceLeadership #DealDesk #UsageBasedSaaS #AIinFinance 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

Thu, 15 Jan 2026 13:00:00 GMT http://relay.fm/cortex/175 http://relay.fm/cortex/175 Technology Connections – State of the Workflow 175 Myke Hurley Myke talks to Alec from Technology Connections about how he turns everyday tech into compelling videos, from topic selection and deep research to scripting, hands-on experimentation, filming, and editing entirely on his own. Myke talks to Alec from Technology Connections about how he turns everyday tech into compelling videos, from topic selection and deep research to scripting, hands-on experimentation, filming, and editing entirely on his own. clean 3843 Myke talks to Alec from Technology Connections about how he turns everyday tech into compelling videos, from topic selection and deep research to scripting, hands-on experimentation, filming, and editing entirely on his own. This episode of Cortex is sponsored by: Sentry: Mobile crash reporting and app monitoring. New users get $100 in Sentry credits with code cortex26. Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. Squarespace: Save 10% off your first purchase of a website or domain using code CORTEX. Guest Starring: Technology Connections Links and Show Notes: Get Moretex – More Cortex, with no ads. Submit Feedback Myke's 2026 Yearly Theme - Cortex - YouTube My 2026 Yearly Theme – The Enthusiast Technology Connections - YouTube Technology Connections | Patreon Teleprompters are clever, simple, and also pretty neat - Technology Connections - YouTube This goofy fridge has a really clever design. It's also kinda terrible. - Technology Connections - YouTube Video projectors used to be ridiculously cool - Technology Connections - YouTube Catalytic converters are simple, but getting them to work is not - Technology Connections - YouTube My car charger can boil water really fast - Technology Connections - YouTube Brown; color is weird - Technology Connections - YouTube Alec's Home Screen Tusky Pocket Casts Good Store - EcoGeek - Dishwasher Powder

Chad and Will start the new year off right by discussing their aspirations for 2026. Chad discusses this year's theme for the company of being bold and how having a clear vision keeps thoughtbot on track, the pair discuss how they plan to rise up to the challenge of being bold in their work, and Will seeks some advice on a project he's been looking to pursue. — Once you're done with this week's episode why not check out Chad's podcast recommendation of Cortex (https://www.relay.fm/cortex), a show that explores how creative people think about their work. You can find Chad all over social media as @cpytel. You can also connect with the duo via their LinkedIn pages - Chad (https://www.linkedin.com/in/cpytel/) - Will (https://www.linkedin.com/in/william-larry/) If you would like to support the show, head over to our GitHub page (https://github.com/sponsors/thoughtbot), or check out our website (https://podcast.thoughtbot.com). Got a question or comment about the show? Why not write to our hosts: hosts@giantrobots.fm This has been a thoughtbot (https://thoughtbot.com/) podcast. Stay up to date by following us on social media - LinkedIn (https://www.linkedin.com/company/150727/) - Mastodon (https://thoughtbot.social/@thoughtbot) - YouTube (https://www.youtube.com/thoughtbotvideo) - Bluesky (https://bsky.app/profile/thoughtbot.com) © 2026 thoughtbot, inc.

Thu, 15 Jan 2026 13:00:00 GMT http://relay.fm/cortex/175 http://relay.fm/cortex/175 Myke Hurley Myke talks to Alec from Technology Connections about how he turns everyday tech into compelling videos, from topic selection and deep research to scripting, hands-on experimentation, filming, and editing entirely on his own. Myke talks to Alec from Technology Connections about how he turns everyday tech into compelling videos, from topic selection and deep research to scripting, hands-on experimentation, filming, and editing entirely on his own. clean 3843 Myke talks to Alec from Technology Connections about how he turns everyday tech into compelling videos, from topic selection and deep research to scripting, hands-on experimentation, filming, and editing entirely on his own. This episode of Cortex is sponsored by: Sentry: Mobile crash reporting and app monitoring. New users get $100 in Sentry credits with code cortex26. Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. Squarespace: Save 10% off your first purchase of a website or domain using code CORTEX. Guest Starring: Technology Connections Links and Show Notes: Get Moretex – More Cortex, with no ads. Submit Feedback Myke's 2026 Yearly Theme - Cortex - YouTube My 2026 Yearly Theme – The Enthusiast Technology Connections - YouTube Technology Connections | Patreon Teleprompters are clever, simple, and also pretty neat - Technology Connections - YouTube This goofy fridge has a really clever design. It's also kinda terrible. - Technology Connections - YouTube Video projectors used to be ridiculously cool - Technology Connections - YouTube Catalytic converters are simple, but getting them to work is not - Technology Connections - YouTube My car charger can boil water really fast - Technology Connections - YouTube Brown; color is weird - Technology Connections - YouTube Alec's Home Screen Tusky Pocket Casts Good Store - EcoGeek - Dishwasher Powder

In this episode of Run the Numbers, CJ sits down with Bruno Annicq, CFO of Wellhub (formerly Gympass), to unpack a practical finance playbook built around cash discipline, sustainable growth, and simplicity. Bruno explains how he rebuilt forecasting using an AI-driven, probabilistic ensemble model, moving teams beyond single-scenario planning. They also dig into his EMPOWER planning framework, usable OKRs, and why tighter alignment between finance, HR, and wellbeing is becoming a durable lever for long-term performance.—SPONSORS:RightRev 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.aiBrex 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.com—LINKS:Bruno on LinkedIn: https://www.linkedin.com/in/bannicq/Wellhub: https://wellhub.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:“Run Toward a Tough Market” — Developing the Hard and Soft Skills To Be a Great Finance Leaderhttps://youtu.be/iNHbkcG7YEo—TIMESTAMPS:00:00:00 Preview and Intro00:02:19 Sponsors — RightRev, Rillet, Tabs00:06:43 Accidental CFO Origin Story00:07:34 Consulting to Operations Pivot00:08:12 Why Finance Clicked for Bruno00:09:28 McKinsey Prioritization in Real World00:10:02 Eisenhower Matrix and Prioritization00:11:08 Investing in Non-Urgent Work00:13:30 Lessons From AOL Reinvention00:16:10 Sponsors — Abacum, Brex, Metronome00:20:01 Career Growth Through Hard Problems00:20:52 Broadening Skills Through Change00:23:12 Five Core Finance Principles00:24:02 Cash Is King00:25:14 Driving Sustainable Growth00:26:01 No Surprises and Forecasting00:26:07 Finance as Business Enabler00:27:22 Less Is More Philosophy00:28:47 Hardest Principle: Less Is More00:29:46 Deterministic vs Probabilistic Forecasting00:31:11 Marketplace Volatility and Forecast Error00:32:10 Ensemble Models Explained00:33:37 Forecast Accuracy Gains00:34:53 Building Models In-House00:36:46 Why Explainability Matters00:37:48 Empower Framework Introduction00:47:47 Urgency, Compounding, Long-Term Thinking00:48:10 Advice to Younger Self00:50:06 Finance Stack and Expense Stories00:52:51 Credits#RunTheNumbersPodcast #CFO #FinanceLeadership #Forecasting #AIinFinance This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

In this episode of Run the Numbers, CJ sits down with Jason Kong, General Partner at Base10 Ventures, to unpack the firm's focus on “automation for the real economy” — software built for industries most tech investors overlook, but the world depends on. Jason breaks down what makes Series B investing uniquely hard, how he evaluates back-office and vertical SaaS opportunities, and where markets tip from niche to overcrowded. They also discuss Base10's decision to donate 50% of profits to fund scholarships, plus a lightning round spanning fantasy football, shorting SaaS in 2022, and a venture take that might spark debate.—SPONSORS:Metronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.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.aiBrex 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/metrics—LINKS:Jason on LinkedIn: https://www.linkedin.com/in/jasonykong/Base10 Partners: https://base10.vc/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Scaling to $1B+ Revenue: From ServiceNow to Samsara | Dominic Phillipshttps://youtu.be/vBY6WZBMljw—TIMESTAMPS:00:00:00 Preview and Intro00:02:20 Sponsors — Metronome, RightRev, Rillet00:06:02 Base10 Background00:06:41 Automation for the Real Economy00:09:27 Vertical vs. Horizontal Software00:10:38 Cash Flow and Durability00:11:19 Product-Market Fit and ROI00:12:56 Growth Limits Selling to Tech00:13:19 The Size of the Real Economy00:14:16 Sponsors — Tabs, Abacum, Brex00:18:50 Base10's Giving Model00:20:30 Access, Education, and Tech00:21:53 Purpose and Founder Alignment00:22:51 Radical Transparency00:23:56 Portfolio Focus and Strategy00:24:05 Investing Ahead of Consensus00:26:29 ERP Adjacency as Alpha00:28:58 Lessons From Hedge Funds00:32:29 Public Markets Reality00:34:05 Public vs. Private Investing00:34:48 The Series B Sweet Spot00:36:49 A Bifurcated Series B Market00:38:56 Fast Series Bs and 2021 Vibes00:42:16 What Series B Looks Like Now00:44:36 Back Office Automation00:46:02 ERP-Centric Workflows00:48:33 Long-Ass Lightning Round00:49:36 Shorting SaaS in 202200:50:16 Fantasy Football and Investing00:52:57 Career Advice That Surprises00:55:03 A Contrarian Venture Take00:56:22 Credits#RunTheNumbersPodcast #SeriesB #RealEconomy #VerticalSaaS #BackOfficeAutomation This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

In this episode of Run the Numbers, CJ sits down with Dominic Phillips, CFO of Samsara, to unpack what it takes to scale a capital-intensive SaaS business from startup to public company in under a decade. Dominic reflects on his six-plus years at Samsara through hypergrowth, COVID disruption, supply chain constraints, a down-round survival raise, and an IPO at the very end of the 2021 tech window. Drawing on his earlier career at ServiceNow under Mike Scarpelli, he shares how experience across FP&A, IR, corp dev, and treasury shaped his approach to capital allocation, investor education, and analyst management. The conversation dives into asset-based pricing, selling into non-discretionary operations budgets, balancing hardware and software economics, and building credibility with a broad analyst base while scaling past $1B in ARR.—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:Dominic on LinkedIn: https://www.linkedin.com/in/dominicphillips/Company: https://www.samsara.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:“Steal Your Boss's Job”: Calendly CFO John McCauley on Leadership, Ownership & Growthhttps://youtu.be/VRpTNDIfzPYFrom SMB to Enterprise: The CFO Scaling Playbook With Andrew Casey | Mostly Classicshttps://youtu.be/kMuJ6gAuEpgDriving revenue without selling | Greg Henry of 1Passwordhttps://youtu.be/f5FsNoG8A3E—TIMESTAMPS:00:00:00 Preview & Intro00:02:40 Sponsors — Brex | Metronome | RightRev00:06:18 Interview Begins00:06:46 Dominic's Early Career00:08:47 From ServiceNow to CFO00:09:47 Joining Samsara00:10:54 COVID, Burn, and a Down Round00:12:40 IPO Messaging and Investor Education00:15:50 Sponsors — Rillet | Tabs | Abacum00:20:27 Hardware + Software Story00:21:29 What Samsara Does00:22:30 Data, AI, and ROI00:23:23 Horizontal Platform and Verticals00:24:27 Growth Drivers at Scale00:26:09 Selling Into Operations00:28:19 Change Management in Legacy Orgs00:29:46 Non-Discretionary Budgets00:33:02 Storytelling Lessons from Scarpelli00:36:14 Managing Analysts00:39:23 Earnings Timing Strategy00:41:06 Metrics and Investor Trust00:42:38 Investor Communication Channels00:44:22 Investor Days and Long-Term Vision00:45:37 Annual Planning Maturity00:48:24 Forecast Accuracy and Cadence00:49:28 The 1000-Day Strategy00:50:40 Top-Line and Margin Targets00:51:59 Capital Allocation by Function00:54:46 Becoming a CFO00:58:21 Lightning Round and a CFO Mistake01:02:41 End Credits#RunTheNumbersPodcast #CFO #ScalingCompanies #B2BSaaS #PublicMarkets This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

In this episode of Run the Numbers, CJ Gustafson sits down with Gordon Coyle, a 40-year commercial insurance veteran, to demystify one of the most anxiety-inducing topics for founders and CFOs: business insurance. Drawing on decades of experience with startups, scaleups, and regulated industries, Gordon breaks down what leaders need to know about D&O, E&O, cyber, and general liability, why investor pressure is rising, and where “cheap and easy” online policies fail when real risk hits. Through real-world examples, they explore how claims arise, how defense costs erode limits, why cyber insurance is as much about response as reimbursement, and how to balance budget, risk tolerance, and peer benchmarks—treating insurance as a critical layer of protection, not a box-checking exercise.—SPONSORS:Abacum 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.aiBrex 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/run—LINKS:Gordon on LinkedIn: https://www.linkedin.com/in/gordoncoyle/The Coyle Group: https://thecoylegroup.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:The Coyle Group - Business Insurancehttps://www.youtube.com/@TheCoyleGroupNY—TIMESTAMPS:00:00:00 Preview and Intro00:01:53 Sponsors — Abacum | Brex | Metronome00:05:39 Interview Begins with Gordon Coyle00:06:23 Gordon Coyle & The Coyle Group00:07:21 Explaining Insurance on YouTube00:08:40 Turning Education into Inbound Leads00:09:40 Content as a Pull Strategy00:10:53 Insurance Complexity for Tech Founders00:13:28 Why Investors Require D&O Insurance00:14:09 What D&O Covers and Why It Matters00:15:50 Sponsors — RightRev | Rillet | Tabs00:20:19 Who D&O Covers and Rising Investor Pressure00:22:37 D&O Limits and Cost Tradeoffs00:23:21 Panic Calls and Late D&O Purchases00:24:39 How Defense Costs Erode Coverage00:25:31 Common D&O Claims and Employment Risk00:27:08 D&O vs E&O Explained00:29:12 Cyber Insurance and Social Engineering00:31:59 AI's Impact on Cyber Risk00:33:50 Real-World Ransomware Stories00:34:17 Cyber Insurance as Money and Response00:35:29 Business Email Compromise Scams00:39:43 Why Tech Still Needs General Liability00:41:16 What a BOP Covers00:42:32 Convenience vs Proper Coverage00:44:29 Surprising General Liability Claims00:46:45 Insurance Costs for Startups00:47:36 Higher Costs in High-Risk Industries00:48:26 Balancing Budget, Risk, and Coverage00:50:39 PEOs, Workers' Comp, and EPLI00:54:39 Choosing the Right Insurance Partner00:56:42 End Credits#RunTheNumbersPodcast #StartupFinance #BusinessInsurance #RiskManagement #CyberRisk 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

Historically, the analysis of neural recordings focused on responses of single neurons recorded by single-contact electrodes. Modern electrodes with multiple electrode contacts can instead record spikes (action potentials) from hundreds of neurons simultaneously. Manifold analysis of the overall population activity of these neurons has become a critical tool for interpretation of such data. The podcast guest is a pioneer in the development and use of such analysis.  

Dan Nathan and Guy Adami host Steph Guild, Chief Investment Officer at Robinhood. Steph discusses her 2026 market outlook, reflecting on tech sector growth, AI developments, and S&P 500 predictions. She emphasizes her cautious approach for the coming year, focusing on diversification and value investing. After the break, Steve Quirk, Chief Brokerage Officer at Robinhood joins the pod. Steve talks about Robinhood's latest offerings, including prediction markets and event contracts, highlighting their rapid growth and retail investor interest. The episode also explores new AI tools like Cortex for customer portfolio management and Robinhood's new social platform aimed at fostering community and idea sharing among investors. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Apple and Google issue emergency updates to patch zero-days.  Google links five additional Chinese state-backed hacking groups to “React2Shell.” France's Ministry of the Interior was hit by a cyberattack. Atlassian patches roughly 30 third-party vulnerabilities. Microsoft says its December 2025 Patch Tuesday updates are breaking Message Queuing. Researchers uncovered a massive exposed database with nearly 4.3 billion professional records openly accessible online. Britain's new MI6 chief warns of an “aggressive, expansionist, and revisionist” Russia. Monday Business Brief. On today's Threat Vector, ⁠Michael Heller⁠ from Unit 42 chats with security leaders ⁠Greg Conti⁠ and ⁠Tom Cross⁠ to unpack the hacker mindset and the idea of “dark capabilities”. A cyber holiday gift guide for the rest of us.  Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. Threat Vector Segment In this segment of Threat Vector, host ⁠Michael Heller⁠, Managing Editor for Cortex and Unit 42 and Executive Producer of the podcast, sits down with long-time security leaders ⁠Greg Conti⁠ and ⁠Tom Cross⁠ to unpack the hacker mindset and the idea of “dark capabilities” inside modern technology companies. You can listen to their full discussion here. Be sure to catch new episodes of Threat Vector by Palo Alto Networks every Thursday on your favorite podcast app. Selected Reading Apple, Google forced to issue emergency 0-day patches (The Register) Google links more Chinese hacking groups to React2Shell attacks (Bleeping Computer) French Interior Ministry confirms cyberattack on email servers (Bleeping Computer) Atlassian Patches Critical Apache Tika Flaw (SecurityWeek) Microsoft: December security updates cause Message Queuing failures (Bleeping Computer) 16TB of MongoDB Database Exposes 4.3 Billion Lead Gen Records (Hackread) MI6 chief warns 'front line is everywhere' and signals intent to pressure Putin (The Record) Saviynt raises $700 million in Series B growth equity financing. (The CyberWire Business Brief) Last-minute cybersecurity and privacy gifts your friends and family won't hate (This Week In Security) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show.  Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Snowflake VP of Product Management Chris Child joins Tristan Handy to unpack Snowflake's AI roadmap and what it means for data teams. They discuss the evolution from Snowpark to Cortex and Snowflake Intelligence, how to govern agents with row- and column-level controls, and why Snowflake is investing in Apache Iceberg and the Open Semantic Interchange initiative (dbt Labs recently open sourced MetricsFlow, the technology that powers the dbt Semantic Layer, to align with the goals of OSI). Chris also shares a vision for the next five years of data engineering: fewer bespoke pipelines, more standardization and semantics, and a bigger focus on business context and data products. 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.

Fri, 12 Dec 2025 17:00:00 GMT http://relay.fm/cortex/174 http://relay.fm/cortex/174 Marques Brownlee (MKBHD) – State of the Workflow 174 Myke Hurley Myke talks to Marques Brownlee about how he builds his reviews, from shaping a product narrative and writing scripts to collaborating with his team, deciding what becomes a video, and managing the pressure of creating at massive scale. Myke talks to Marques Brownlee about how he builds his reviews, from shaping a product narrative and writing scripts to collaborating with his team, deciding what becomes a video, and managing the pressure of creating at massive scale. clean 4875 Myke talks to Marques Brownlee about how he builds his reviews, from shaping a product narrative and writing scripts to collaborating with his team, deciding what becomes a video, and managing the pressure of creating at massive scale. This episode of Cortex is sponsored by: Sentry: Mobile crash reporting and app monitoring. Get 6 months of the Team plan free with code cortex. Squarespace: Save 10% off your first purchase of a website or domain using code CORTEX. Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. Guest Starring: Marques Brownlee Links and Show Notes: Get Moretex – More Cortex, with no ads. Submit Feedback MKBHD.com MKBHD - Marques Brownlee - YouTube The Studio - YouTube WVFRM Podcast - YouTube Auto Focus - YouTube TickTick OnePlus 15 Review: This is Not Normal! - MKBHD - YouTube Do Bad Reviews Kill Companies? - MKBHD - YouTube Wait... Smart Glasses are Suddenly Good? - MKBHD - YouTube Marques' Home Screen Superhuman Arc Dia MKBHD Store

Fri, 12 Dec 2025 17:00:00 GMT http://relay.fm/cortex/174 http://relay.fm/cortex/174 Myke Hurley Myke talks to Marques Brownlee about how he builds his reviews, from shaping a product narrative and writing scripts to collaborating with his team, deciding what becomes a video, and managing the pressure of creating at massive scale. Myke talks to Marques Brownlee about how he builds his reviews, from shaping a product narrative and writing scripts to collaborating with his team, deciding what becomes a video, and managing the pressure of creating at massive scale. clean 4875 Myke talks to Marques Brownlee about how he builds his reviews, from shaping a product narrative and writing scripts to collaborating with his team, deciding what becomes a video, and managing the pressure of creating at massive scale. This episode of Cortex is sponsored by: Sentry: Mobile crash reporting and app monitoring. Get 6 months of the Team plan free with code cortex. Squarespace: Save 10% off your first purchase of a website or domain using code CORTEX. Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. Guest Starring: Marques Brownlee Links and Show Notes: Get Moretex – More Cortex, with no ads. Submit Feedback MKBHD.com MKBHD - Marques Brownlee - YouTube The Studio - YouTube WVFRM Podcast - YouTube Auto Focus - YouTube TickTick OnePlus 15 Review: This is Not Normal! - MKBHD - YouTube Do Bad Reviews Kill Companies? - MKBHD - YouTube Wait... Smart Glasses are Suddenly Good? - MKBHD - YouTube Marques' Home Screen Superhuman Arc Dia MKBHD Store

Day 2 of F3: Future of Freight Festival brings the energy, the insights, and the triple-threat lineup. Host Malcolm Harris goes live from downtown Chattanooga to dive into the evolving world of freight tech, AI, payments, and innovation—straight from the leaders building the future. Guest #1 — Garrett Wolfe, EVP of Market Strategy, TriumphGarrett breaks down Triumph's purpose-built, verified freight transaction network, how their data and payments ecosystem powers trust, fraud prevention, and smarter decision-making, and why AI is a tool—not a buzzword—to be deployed when it improves customer outcomes.Guest #2 - Daniel Lucas, VP of Innovation & Business Strategy, UFSDaniel brings a decade-plus of logistics and tech experience to talk about AI as a freight copilot—and why companies must standardize their processes before plugging AI into their workflow. Guest #3 — Danielle Villegas, Chief Product Officer, PCSPCS flips the script by putting midsize carriers first. Danielle shares how their embedded AI engine, Cortex, is driving efficiency, accuracy, and profitability—plus, her team wins Best in Show live on the air. ⁠Watch on YouTube⁠ ⁠Visit our sponsor⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

Tue, 11 Nov 2025 13:15:00 GMT http://relay.fm/cortex/173 http://relay.fm/cortex/173 Hank Green – State of the Workflow 173 Myke Hurley Myke talks to Hank Green about how he manages an impossibly full creative life — from YouTube and Crash Course to books, businesses, and Good.Store — using simple tools, structured weeks, selective meetings, delegation, and a constant flow of new ideas. Myke talks to Hank Green about how he manages an impossibly full creative life — from YouTube and Crash Course to books, businesses, and Good.Store — using simple tools, structured weeks, selective meetings, delegation, and a constant flow of new ideas. clean 4839 Myke talks to Hank Green about how he manages an impossibly full creative life — from YouTube and Crash Course to books, businesses, and Good.Store — using simple tools, structured weeks, selective meetings, delegation, and a constant flow of new ideas. This episode of Cortex is sponsored by: Squarespace: Save 10% off your first purchase of a website or domain using code CORTEX. Stuff: Organize your life and achieve your goals. Get 50% off your first year of Extra Stuff with code STUFF. Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. Guest Starring: Hank Green Links and Show Notes: Submit Feedback

Tue, 21 Oct 2025 11:15:00 GMT http://relay.fm/cortex/172 http://relay.fm/cortex/172 David Pierce – State of the Workflow 172 Myke Hurley Myke talks to The Verge's David Pierce about the workflow behind his Humane AI Pin review, how he collaborates to make podcasts like The Vergecast, and how his Installer newsletter helps him highlight the positive side of the internet each week. Myke talks to The Verge's David Pierce about the workflow behind his Humane AI Pin review, how he collaborates to make podcasts like The Vergecast, and how his Installer newsletter helps him highlight the positive side of the internet each week. clean 5352 Myke talks to The Verge's David Pierce about the workflow behind his Humane AI Pin review, how he collaborates to make podcasts like The Vergecast, and how his Installer newsletter helps him highlight the positive side of the internet each week. This episode of Cortex is sponsored by: Squarespace: Save 10% off your first purchase of a website or domain using code CORTEX. Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. Incogni: Take your personal data back with Incogni! Use code CORTEX with this link and get 60% off an annual plan. Guest Starring: David Pierce Links and Show Notes: Get Moretex – More Cortex, with no ads. Submit Feedback