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My guest today is Matthew Smith. Matthew is the founder and CIO of Chronometer Partners, which invests in energy, industrials, materials, power and utilities, and related infrastructure. For the last 18 months he and his team have modeled nearly every natural gas well, pipeline, and processing asset in the United States. He's reached a conclusion most of the market doesn't share. Starting in 2028, AI data centers and LNG exports will need more gas than the country can produce and deliver. By his math, the US could exhaust its working natural gas storage by 2030. In his words, the upside risk to prices becomes unbounded and convex. We talk about why this was set in motion long before AI arrived, why the US can't just turn off exports, who wins and loses among producers, nuclear, solar, and the hyperscalers, and what he sees as the only long-term solution. Please enjoy my conversation with Matthew Smith. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- In June, Matthew wrote a letter to a small group of confidants laying out the full case behind his natural gas forecast. He has allowed us to publish it. You can read the full letter here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to vanta.com/invest. ----- WorkOS is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ridgeline.ai. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like the Best (00:02:02) Episode Intro: Matt Smith (00:03:33) The Conclusion After 18 Months (00:04:56) The Die Was Cast Before AI (00:07:24) Sizing AI's Gas Demand (00:09:33) Why Not Just Stop Exporting? (00:11:38) Is the Gas Even There? (00:13:53) The Timing Problem, Not Supply (00:15:15) Flow Versus Stock (00:19:10) What Slows Gas to Market (00:22:21) If Nothing Changes by 2030 (00:26:11) Could Prices Hit Twenty Dollars? (00:27:00) Gas Producers Poised to Win (00:28:54) Utility-Scale Solar's Windfall (00:30:08) What About Nuclear? (00:32:40) SMRs (00:34:29) The US Consumer Pays (00:36:37) Turbine Makers Building Too Late (00:37:57) Are Hyperscalers Exposed Too? (00:44:25) Kickstarting the Nuclear Build (00:46:20) Put Solar on Every Roof (00:46:52) Implications for the World (00:49:26) No One's Securing Supply (00:52:57) The Challenge for Energy CEOs
Hoy hablamos del modelo de OpenAI que resolvió un problema matemático y buscó cómo saltarse el sandbox; del gigantesco rack Helios con el que AMD quiere competir contra Nvidia; de vulnerabilidades en Cursor, Codex y Gemini CLI; de la caída del tráfico web ante las respuestas de IA; y de la enorme huella climática del Mundial de 2026.Puedes seguirnos en YouTube en https://youtube.com/olivernabani y puedes unirte al Discord Mashain en https://olivernabani.com/discord
Partenaires il y a 18 mois, Apple et OpenAI se retrouvent aujourd'hui devant un tribunal fédéral pour vol de secrets industriels. Plus de 400 ingénieurs auraient quitté Apple avec des fichiers confidentiels et un playbook d'espionnage organisé de l'intérieur — la bataille pour le device du futur a déjà commencé !Pendant ce temps, Elon Musk redistribue les cartes : Grok rejoint les modèles frontières à un prix trois fois inférieur à ses rivaux, Google décroche, et Musk devient le seul acteur à tenir simultanément la puissance de calcul, le modèle et la distribution. Et en Chine, un booster orbital vient d'être récupéré dans un filet en pleine mer — la course à l'orbite basse, ressource limitée, vient d'entrer dans une nouvelle dimension.==================
AI agents have created more possibilities for engineers than ever before. But what does daily life actually look like for the builders who've gone all in?In my very first panel episode, I sit down with Adam Anzuoni from Cursor, Taylor Dolezal from Dosu, and Peter Bell from Gather.dev. Three builders running agents every day for real work, not demos. Peter runs nine API plans across three Mac Minis, with built-in adversarial review. Adam manages cloud agents from his phone. Taylor is building the context infrastructure that makes agent knowledge portable across teams.We get into deterministic pipelines, skill systems that become their own technical debt, and what all three kept coming back to: attention is now the bottleneck. When agents can do everything, deciding what deserves your focus is the actual hard problem.Three setups. One shared constraint. A conversation worth hearing.Topics discussed:Attention as the real bottleneck when agents can do everythingDeterministic pipelines vs. agentic orchestration — when to use scripts and when to use agentsPeter's system: nine API plans, three Mac Minis, adversarial review, self-improving contextAdam on Cursor cloud agents and managing builds from his phoneTaylor on context distribution — making accumulated knowledge available to ephemeral agentsThe skill maintenance problem and why agent systems become their own technical debtThe ADHD-like productivity loop that agent-driven work createsPlans matter more than prompts — all three panelists converged on thisIntermediate artifacts as the key to quality outputProduct mindset as the engineer's next high-value skillSandboxes, governance, and why "approve, approve, approve" puts your hard drive at riskGeneral podcast linksWatch: https://www.youtube.com/@alexasinputRead: https://alexasinput.substack.com/Listen: https://creators.spotify.com/pod/profile/alexagriffith/More: https://linktr.ee/alexagriffithLearn more about the hostWebsite: https://alexagriffith.com/LinkedIn: https://www.linkedin.com/in/alexa-griffith/X: https://x.com/alexa_griffith_Find out more about the guestsAdam AnzuoniLinkedIn: https://www.linkedin.com/in/adamanz/Website: https://www.adamanzuoni.com/Cursor: https://www.cursor.com/Taylor DolezalLinkedIn: https://www.linkedin.com/in/onlydole/Website: https://onlydole.dev/Dosu: https://dosu.dev/Peter BellLinkedIn: https://www.linkedin.com/in/peterfbell/Gather.dev: https://gather.dev/O'Reilly Book: Scaling AI Adoption in EngineeringResources mentioned in this episodeCursor: https://www.cursor.com/Dosu: https://dosu.dev/Gather.dev: https://gather.dev/Anthropic Claude: https://www.anthropic.com/The Phoenix Project (book reference by Taylor)Kelsey Hightower productivity survey (referenced by Taylor)
Parce que… c'est l'épisode 0x31E! Shameless plug 19 septembre 2026 - Bsides Montréal 20 au 26 septembre 2026 - BruCON 13 novembre 2026 - DEATHCon 16 au 19 novembre - European Cyber Week 1 au 3 décembre 2026 - Forum INCYBER - Canada 2026 24 et 25 février 2027 - SéQCure 2027 Notes IA ou Ghost in the shell MCP Rethinking MCP Security: A Large-Scale Study of Runtime MCP Servers and Security Scanner Reliability State of MCP Security 2026 Someone Is Scanning for Your MCP Servers and AI Assistant Credentials Auto pentest Rethinking Penetration Testing for AI-Enabled Systems: From Resource Compromise to Behavioral Objective Violation Hugging Face Confirms AI-Driven Breach: Attackers used Autonomous Agents, defenders countered with AI Vibe for the fail Setup Complete, Now You Are Compromised: Weaponizing Setup Instructions Against AI Coding Agents AI-generated code has made security debt a governance problem Injection pour le bien et le mal 1M+ Emails Use Hidden Text to Dupe AI Security Filters How I tricked Claude into leaking your deepest, darkest secrets Prompt Injection Attacks Are Thwarting AI Hacking Agents Recherche A Fraud-Detection-Inspired Framework for LLM Agents Security xAI can't deny Grok makes CSAM anymore. So it's suing users. Agentic AI: Taming the Unpredictable You Cannot Defend What You Cannot Inspect Microsoft Patches a Record 570 Security Flaws Google fixing Android lock screen bug that lets Gemini send SMS without a PIN La guerre, la guerre, c'est pas une raison pour se faire mal! Adam Shostack :donor: :rebelverified:: “If we bomb Iranian water facil…” - Infosec Exchange Souveraineté ou vive le numérique libre! How Microsoft's ‘Little Workaround' Created a Major Threat to America's Defense Department South Korea making its own security-centric AI model Privacy ou cachez ces informations que je ne saurais voir A Video Screen That Is Also a Camera I am the law Blocage for the fail Contourner un géoblocage via VPN n'a rien d'illégal, dit la CJUE La Belgique bloque wawacity.pizza, mais les pirates se sont déjà mis au poker France Doubles Down On Restricting Access To Polymarket Le blocage DNS casse tout sauf le piratage (dixit Google) Media pas si social Why the Government's Plan for a Social Media Ban in Bill C-34 Is Unconstitutional The infinite scroll may become endangered if controversial Calif. law Social media limits are coming for teens across Europe Senator calls on Rubio, Blanche to push back against Canadian surveillance legislation It's official: EU will force Google to share search data and open up AI on Android San Francisco orders Apple, Google to remove nudify apps from app stores FAA lets Boeing issue 737 Max, 787 airworthiness certificates again Germany set to restrict its Freedom of Information Act UK's Burnham drops digital ID scheme to prioritise cost of living, say allies Red ou tout ce qui est brisé Microsoft's Secure Boot has been broken for a decade and no one noticed until now Cursor 0day: When Full Disclosure Becomes the Only Protection Left Weak Security Continues to Fuel Russian Cyberattacks 6 GHz Wi-Fi Flaws Could Disrupt Critical Systems Are There Cybersecurity Risks in Over-the-Air Tech Used in Autos? Windows 10 refuses to die, and the security bill is coming due LG monitors silently install software through Windows Update without user consent Blue ou tout ce qui améliore notre posture Qubes OS Security in the Public Record Microsoft Entra ID gets passkeys default authentication starting September Kevin Beaumont: “Remarkable transparency from C…” - Cyberplace Divers ou parce que j'ai aucune idée où les placer Trump Media to sell fast feed of ‘market-moving' posts to Wall Street Microsoft Restores Player's Hacked 25-Year-Old Account With Son's Baby Photos Collaborateurs Nicolas-Loïc Fortin Crédits Montage par Intrasecure inc Locaux réels par Intrasecure inc
This week we have some old-school disclosure drama when a researcher used full disclosure after months of silence from Cursor, then we discuss the enormous Patch Tuesday from Microsoft--662 bugs--and what it might mean going forward, and finally some news about DoJ sanctions and Scattered Spider members being sentenced.
The AI Breakdown: Daily Artificial Intelligence News and Discussions
Thinking Machines Lab's new open-weight model Inkling may signal a new enterprise battle over who controls the model, the data, and the learning built on top of it. NLW explores its promise—and why fine-tuning may be harder than advocates suggest. In the headlines: Cursor, Apple's AI chip hunt, and Microsoft's model push.Brought to you by:KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taught at scale. Learn more at kpmg.com/us/SophisticatedHyperagent - Hire a fleet of always-on agents. New users get $1,000 in inference. hyperagent.com/aidailybriefRetool - Secure your vibecoded apps. New enterprise customers get up to $10,000 in AI credits per year. retool.com/aidaily Rackspace Technology- One accountable partner to build, operate and run your full enterprise AI stack https://www.rackspace.com/Section - Section turns AI investment into workforce transformation and ROI - https://www.sectionai.com/Scrunch - The AI customer experience platform - https://scrunch.com/Blitzy - Want to accelerate enterprise software development velocity by 5x? https://blitzy.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefRobots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Our Newsletter is BACK: https://aidailybrief.beehiiv.com/Interested in sponsoring the show? sponsors@aidailybrief.ai
After more than 400 episodes across eight years, Corey Kupfer launches a new quarterly roundtable with his law firm partners Brian Meegan and Sara Mostafa (together representing roughly 90 years of combined deal experience) to unpack why the projected 2026 M&A boom has not fully arrived, revisit the negotiation tactics behind the 1951 Korean War armistice, and share parting wisdom for business owners in a slower market. In this episode of the DealQuest Podcast, host Corey Kupfer launches a new quarterly roundtable format with his law firm partners, Brian Meegan and Sara Mostafa. Brian has been a partner for several years. Sara joined this year as the newest partner. Together the three represent about 90 years of combined deal experience across M&A, capital raises, cross-border transactions, and wealth management. WHAT YOU'LL LEARN You'll discover why the pent-up M&A demand projected for 2026 has not materialized as expected, how a Virginia-focused fund is challenging the assumption that acquisitions drain leadership talent out of state, and why wealth management continues to run counter to the broader slowdown. Brian and Sara explain what a $60 billion all-stock transaction involving AnySphere signals about AI M&A, what the 1951 Korean War armistice negotiations still teach modern dealmakers, and how a post-Soviet Russian deal turned on cultural understanding rather than a legal provision. THE FIRM'S JOURNEY TO A QUARTERLY ROUNDTABLE The DealQuest Podcast has run for eight years and passed 400 episodes with a rhythm of three guest interviews followed by a solocast. Brian Meegan joined the firm a few years ago as a partner and has appeared on the show as a guest a couple of times. Sara Mostafa joined this year as the newest partner and has also appeared as a guest since coming on board. With three partners now representing roughly 90 years of combined deal experience, Corey launched this quarterly roundtable to talk deals openly, share what each partner is seeing across their practice areas, and introduce a new Deals in History segment. DEALS IN HISTORY Brian opened the first installment of Deals in History with the 1951 Korean War armistice negotiations, which contained nearly every classic tactic anyone has ever written about. The North Koreans picked up the UN delegation in cars carrying white flags, used higher chairs to gain physical advantage, and pushed multi-meeting standoffs over table shape and flag size. At one point both sides sat in complete silence for over two hours, refusing to move on a single boundary point. The full negotiation spanned roughly 160 meetings across two and a half years, and the document that resulted is not a peace treaty. It is a ceasefire that has held since the end of the war. KEY INSIGHTS The pent-up 2026 M&A demand has not arrived. Energy price disruption, interest rate uncertainty, and other macro conditions have kept the big bump from showing up. Deal flow remains active, but both Brian and Sara noted a less frenetic pace toward closing. Wealth management remains a meaningful exception, with private equity capital and succession pressure keeping RIA deal flow robust. Outside wealth management, Sara is seeing active smaller and mid-market activity, especially for targets that have successfully integrated AI into operations. Andrew Dunlap's Virginia-focused fund is a useful counterweight to the standard acquisition narrative. He shared with Corey that 82 percent of Virginia acquisition buyers were from out of state, and top leadership talent tends to relocate with the new HQ. His commitment is to keep businesses local, in a mini Berkshire Hathaway style approach. Cultural understanding often matters more than a specific legal provision. Corey shared a story from the early 1990s, just after the Soviet Union fell, when a Russian counterparty refused to sign a standard non-circumvention agreement as a matter of deeply held belief. Corey structured around it by locking up non-circumvention agreements with the US suppliers directly, and closed the deal. There is a deal for almost any business frustration, challenge, or opportunity. Corey's parting wisdom points to acquihires, joint ventures, strategic alliances, and white labeling as underused options. Brian added Jim Collins' 2009 line to never waste a good recession. Sara closed with practical guidance for women-owned and minority-owned business owners to seek community and specialized funds beyond the SBA. Perfect for entrepreneurs weighing M&A moves right now, wealth management and RIA professionals tracking deal flow, and anyone interested in how experienced deal lawyers read the market quarter to quarter. FOR MORE ON THIS EPISODE https://www.coreykupfer.com/blog/quarterly-roundtable-brian-meegan-sara-mostafa FOR MORE ON KUPFER.https://www.kupferlaw.com FOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps [00:00:00] - Launching the new quarterly roundtable format with Brian Meegan and Sara Mostafa[00:05:13] - Sara on smaller and mid-market deal activity, especially where AI is integrated[00:09:18] - Andrew Dunlap's Virginia fund and the 82 percent out-of-state buyer statistic[00:11:24] - Space industry multiples running hot alongside AI [00:14:09] - The $60 billion all-stock transaction involving AnySphere and Cursor[00:15:04] - Deals in History debut, the 1951 Korean War armistice negotiations[00:20:26] - Walking the Abraham Path with William Ury in 2017 [00:23:32] - Corey's post-Soviet Russian deal and the non-circumvention agreement story [00:28:17] - Cross-border capital flow from the Middle East, India, and China [00:36:22] - Parting Shots from Sara, Brian, and Corey Guest Bios: Brian Meegan has represented US and multinational clients on corporate matters for more than 25 years, primarily on M&A, business formation, contract negotiation, and real estate. Before joining Kupfer, he founded Evergent Law, listed in Best Law Firms in America (Colorado) for Corporate Law and the exclusive Colorado M&A firm in the IR Global network, and he separately founded Watson Ltd., a back-office support company serving law firms nationwide. Brian earned his B.S. and J.D. from the University of Colorado, is listed in Best Lawyers in America (Colorado), and is a self-described history nerd who powers the new Deals in History segment on the show. Sara Mostafa is a corporate attorney with nearly two decades of experience representing private companies and individuals across M&A, private equity, financing, corporate governance, employment, real estate, and outside general counsel work, with clients spanning technology, wealth management, retail, entertainment, construction, restaurants, medical practices, and fitness and nutrition. She began her practice at Cooley LLP in San Diego and later served as a Partner at Lobb & Plewe LLP before joining Kupfer. Sara earned her J.D. from UCLA School of Law and her B.A. magna cum laude from the University of Pennsylvania, completed Harvard Law School's Executive Education program in M&A in 2023, and is licensed in California and Hawaii. She speaks English, Spanish, Arabic, and French Host Bio: Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description: Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes: Episode 351 - There's a Deal for That Episode 331 - M&A Market Outlook and Deal Predictions Episode 293 - Sunny Vanderbeck, Selling Without Selling Out Keywords/Tags: DealQuest quarterly roundtable, Brian Meegan, Sara Mostafa, Corey Kupfer, 2026 M&A market, wealth management M&A, RIA deal flow, AI acquisitions, AnySphere Cursor, mid-market deals, cross-border transactions, Korean War armistice negotiation, William Ury, post-Soviet dealmaking, Andrew Dunlap Virginia fund, mini Berkshire Hathaway, non-circumvention agreement, deal-driven growth, Kupfer Associates, private equity M&A
Today my guest is John Kim. John is one of the world's top and most prolific fundraisers. He was chief client officer at General Catalyst, where he helped raise many of the firm's flagship funds. He is now chairman and president of corporate development at Lila Sciences, a company building scientific superintelligence, where he has helped raise several hundred million dollars. He is also the author of The Tao of Fundraising. This conversation is really a guide on how to raise money from someone who has done it at the highest level. We talk about why persuasion equals desire minus fear, the difference between belief and trust, the laws of fundraising, and how to build the consensus that moves big pools of capital. Please enjoy my conversation with John Kim. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to vanta.com/invest. ----- WorkOS is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ridgeline.ai. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:02) Introduction of John Kim (00:02:39) Money Moves at the Speed of Trust (00:05:06) How to Start a Fundraising Campaign (00:08:03) Persuasion Equals Desire Minus Fear (00:12:20) How to Raise a Few Billion Dollars (00:15:58) The Benchmark Story (00:18:36) The Law of Differentiation (00:24:13) Law of Tradeoffs and Law of Pipeline (00:27:52) The Karpman Drama Triangle (00:30:42) Oprah Winfrey (00:33:49) Most Common Fundraising Mistakes (00:38:35) Secretary of State (00:45:40) The Inner Game (00:47:38) The Kindest Thing
Jeremy catches up with friend of the show, Chris Nguyen, who's rebuilt his business twice since his last appearance. They talk about why designers can't count on job security the way they used to, what it actually takes to build something of your own, and why the perfect plan is a myth worth abandoning early.If you can't count on your job to protect you, what are you doing to protect yourself?Chris Nguyen has already rebuilt his business once since he last joined the show, and by the time this episode airs, he'll be in the middle of doing it again. He built UX Playbook into a recognized education brand, tried a community project called Backlog that fizzled out, took several months off to recover, and landed on Rectangles: a live-stream and newsletter brand built around the design conversations he wishes he'd had years ago. None of it happened on a straight line, and that's kind of the point.Jeremy and Chris talk candidly about why designers can't afford to treat a single employer as their whole safety net anymore. Jeremy's own team recently made a drastic tooling change that upended how designers on his team work day to day, and he connects that disruption directly to a bigger argument: if the ground can shift under you that fast, having something outside your job, whether it's a side project, a creative outlet, or a small business, isn't optional anymore. It's how you stay steady.The conversation keeps circling back to a simple, unglamorous truth: nobody has the plan figured out in advance. Chris talks about sitting on the Rectangles idea for the better part of a year before finally committing to a two-week sprint to get it out the door, and admits he still doesn't fully know what it'll become. Jeremy pushes on that idea with his own reflections on burnout, reinvention, and why doing something just for yourself, outside of work entirely, might be the most stabilizing thing a designer can do right now. Give this one a listen if you've been sitting on an idea and waiting for the right moment.Topics:• 03:16 – Catching up on 100 episodes and the never-ending edit grind• 05:33 – What Chris has been building since his last appearance• 06:20 – The funk, the time off, and the shift from product to media• 09:37 – Why running a media company means the content is the product• 11:36 – Chris breaks down what Rectangles actually is• 14:04 – Going beyond UX and UI into big D design• 15:26 – The early 90s aesthetic behind the Rectangles brand• 20:10 – Why Jeremy's team just walked away from their Figma license• 22:42 – Designing straight into Cursor with a component library• 29:20 – The case for building income outside a single job• 32:36 – How UX education content has changed as the industry shifts• 34:22 – The unglamorous side of building something online• 52:56 – Why a latte art post outperformed a bias breakdown on LinkedIn• 57:03 – Chris's closing advice on ideas versus execution• 58:23 – Consumption versus creation and why the balance matters• 58:43 – Where to find Chris and the Rectangles launch detailsHelpful Links:• Connect with Chris on LinkedIn• Subscribe to Rectangles• Get your UX Playbook—Thanks for listening! We hope you dug today's episode. If you liked what you heard, be sure to like and subscribe wherever you listen to podcasts! And if you really enjoyed today's episode, why don't you leave a five-star review? Or tell some friends! It will help us out a ton.If you haven't already, sign up for our email list. We won't spam you. Pinky swear.• Get a FREE audiobook AND support the show• Support the show on Patreon• Check out show transcripts• Check out our website• Subscribe on Apple Podcasts• Subscribe on Spotify• Subscribe on YouTube• Subscribe on Stitcher
Apple verklagt OpenAI wegen Diebstahls von Geschäftsgeheimnissen und nennt die OpenAI-Kultur "rotten to the core". Satya Nadella warnt vor der KI-Nutzung durch Unternehmen: Ihr bezahlt nicht nur mit Geld, sondern mit eurem proprietären Wissen. Elon Musk und Sam Altman liefern sich auf X einen Schlagabtausch. Bei OpenAI konsolidiert Greg Brockman die Macht nach Fiji Simos Rücktritt, während die Anthropic-Bewertung am Secondary-Markt in Richtung 1,2 Billionen läuft. 200 Ökonomen und 16 Nobelpreisträger unterschreiben ein "We Must Act Now"-Statement zur KI-Job-Verdrängung. Meta committet weitere 40 Milliarden für sein Louisiana-Data-Center, Gesamtinvestition Richtung 250 Mrd. Shein bekommt grünes Licht für den Hongkong-IPO auf 40 Mrd. Bewertung. Counterpoint zeigt: Smartphone-Markt bricht 11% ein wegen Memory-Crunch. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Apple verklagt OpenAI (00:15:09) Nadella-Warnung (00:24:53) Altman kontert Musk (00:26:49) Codex 7 Mio. (00:29:18) Fable 5 verlängert (00:31:37) Brockman übernimmt (00:32:19) Anthropic $1,2 Bio. (00:34:01) Cursor baut SAND (00:35:53) We Must Act Now: KI Jobverlust ohne Belege (01:00:36) Meta Louisiana (01:02:43) Shein Hongkong (01:03:46) Smartphone-Einbruch (01:08:11) Pioneer 3 Shownotes Apple verklagt OpenAI wegen Trade-Secret-Diebstahl - techcrunch.com Apple: OpenAIs Hardware-Business rotten to the core - uk.pcmag.com Nadella warnt vor KI-Daten-Risiko für Unternehmen - techcrunch.com Sam Altman kontert Elon Musk - xcancel.com OpenAI: Brockman konsolidiert Macht vor dem IPO - cnbc.com Anthropic verlängert Fable-5-Zugang bis 19. Juli - economictimes.indiatimes.com Codex knackt 6-7 Mio. aktive Nutzer - latent.space Anthropic auf $1,2 Bio. Bewertung am Secondary-Markt - businessinsider.com Cursor baut SAND als Claude-Cowork-Konkurrent - theinformation.com We Must Act Now: 200 Ökonomen zum KI-Risiko - wemustactnow.ai NYT: Ökonomen warnen vor KI-Job-Verlust - nytimes.com Indeed: Codex-Launch treibt Entwickler-Hiring +15% - hiringlab.org Meta Louisiana Data Center wird $250 Mrd. - bloomberg.com WSJ: Shein bekommt grünes Licht für Hongkong-IPO - wsj.com Counterpoint: Smartphone-Markt bricht 11% ein - counterpointresearch.com Bild: Thelen sagt Brandmauer schadet Deutschland - bild.de Bunte: Thelen verliert Millionen wegen Politik-Aussagen - bunte.de Pioneer 3 launcht - instagram.com Anne Schwedt: Optionen-Websession bei Ikonista - montagshappen-verlag.de Übermedien: Grat zwischen Journalismus und Anlage-Tipps - uebermedien.de NYT: Terrorgruppen wie Boko Haram nutzen KI - nytimes.com
L'avenir du produit sera-t-il les MCP Apps pour agents IA ? Dans le doute, je me suis tentais au design et développement d'un MCP server pour Claude Code, ChatGPT, Cursor and co… Une expérience enrichissante qu'on partage ensemble !Mes top ressources pour créer son 1er MCP : https://gist.github.com/RomainPct/9419c7e5dfee2dcd26236da0b0cb36f4
Le filaire revient en force dans nos oreilles • Caméra intérieure obligatoire sur les nouveaux véhicules • GPT-Live-1 rend la voix plus naturelle • Meta exploite nos images publiques • Grok 4.5 cible le code et le travail de bureau • Spotify imagine la bande-son de notre vie.Avec Bruno Guglielminetti (Mon Carnet)Le retour inattendu des écouteurs filairesLes écouteurs filaires font leur retour dans la rue et sur les réseaux sociaux. Leur prix plus accessible, l'absence de batterie à recharger et le risque réduit de perdre un écouteur séduisent de nouveau certains utilisateurs. Les modèles sans fil conservent toutefois plusieurs avantages, notamment la réduction active du bruit et une plus grande liberté de mouvement.« Chat Control » : le Parlement européen valideLe Parlement européen a adopté sa position sur la prolongation jusqu'en 2028 du régime temporaire autorisant les plateformes à détecter volontairement des contenus pédocriminels. Très contesté, le texte exclut cependant les communications protégées par un chiffrement de bout en bout. Cette disposition relativise le risque d'une surveillance généralisée des conversations sur WhatsApp ou Signal.De nouvelles caméras pour détecter l'inattention au volantDepuis le 7 juillet 2026, les voitures et utilitaires neufs vendus dans l'Union européenne doivent intégrer de nouveaux dispositifs de sécurité, dont un système de détection de la distraction du conducteur. Ces équipements relancent le débat sur la frontière entre prévention routière et surveillance. Leur fonction consiste toutefois, à ce stade, à alerter le conducteur et non à transmettre automatiquement des infractions.GPT-Live-1 améliore la fluidité des conversations vocalesOpenAI déploie une nouvelle génération de son modèle vocal, capable d'écouter et de répondre avec moins de latence et davantage d'expressivité. GPT-Live-1 doit rendre les échanges avec ChatGPT Voice plus naturels. La version complète est réservée aux abonnés payants, tandis qu'une expérience plus limitée reste accessible gratuitement.Muse Image : comment Meta pirate nos imagesMeta lance Muse Image, un nouveau générateur intégré à ses applications. L'outil peut exploiter les photos de profils Instagram publics afin de créer des scènes mettant en scène leur propriétaire. Cette fonction améliore le réalisme des portraits, mais soulève une question sensible : l'apparence d'une personne peut-elle être utilisée sans son consentement explicite ?Grok 4.5 cible les développeurs et les entreprisesSpaceXAI présente Grok 4.5, un nouveau modèle spécialisé dans le code, les agents intelligents et les tâches bureautiques complexes. Disponible dans Grok Build, Cursor et via API hors de l'Union européenne au moment de l'enregistrement, il mise sur la rapidité, le coût et une meilleure efficacité en tokens pour concurrencer OpenAI et Anthropic.Spotify imagine des playlists adaptées à l'environnement visuelUne version bêta de Spotify laisse entrevoir une future intégration aux lunettes Android XR. Gemini pourrait analyser ce que regarde l'utilisateur et sélectionner automatiquement une musique adaptée à la situation. Cette évolution dessine la perspective d'une bande-son permanente du quotidien, mêlant recommandation contextuelle, personnalisation émotionnelle et musique générée par intelligence artificielle.Pendant l'été, les podcasts continuentMon Carnet continue sa programmation estivale et célèbre les deux ans de « 120 secondes de tech », désormais disponible en plusieurs langues. Monde Numérique poursuit également ses publications avec la série « Tout comprendre », consacrée au fonctionnement du GPS, du Bluetooth, de la souris et d'autres technologies du quotidien.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
Apple prepara chips M7 con memoria de centro de datos para IA local, mientras Estados Unidos empieza a mirar con recelo los modelos abiertos potentes. Cursor quiere llevar sus agentes del código al trabajo de oficina con Sand, la guerra de modelos se desplaza de los benchmarks al coste por token, y la NRC propone cambiar ALARA sin abandonar el modelo de riesgo radiológico.Puedes seguirnos en YouTube en https://youtube.com/olivernabani y puedes unirte al Discord Mashain en https://olivernabani.com/discord
Katie Bullard helped take DiscoverOrg from $30 million to $300 million in revenue, then served as president of A Cloud Guru and Red Canary through exits to Pluralsight and Zscaler. She joins AJ Bruno and Asad Zaman to break down what actually changes for operators in an AI-first world. From why "AI native" is not a growth strategy, to how to align the CRO, CFO, and product team around a single growth plan. Topics include building for customer value before chasing AI ARR, the move from seat-based to consumption pricing, and why 70% of the old playbook for hiring a great executive is suddenly out of date. Also: a reality check on AI accuracy across multi-step work. Plus, a Bulls and Bears debate on whether $200 a week is the real ceiling on AI's value. Key Takeaways: - AI has to earn its keep in customer value, not exist for its own sake. As Katie put it: "Too many companies, I would say, are focusing on the technology … and not on the customer value." Her fix is to ground every AI investment in the ROI it drives for a customer before worrying about the AI ARR label investors keep asking about. - The profile of a great executive is being rewritten in real time. Katie's warning for anyone with a strong track record: "the classic operator of a $100 million business actually will not be particularly successful in a $100 million business today that is redefining itself." She estimates 70% of the pattern-matching investors and recruiters used to hire CROs, CFOs, and CEOs is now out the window, replaced by a hunt for learning velocity over past wins. - AI's success with code does not automatically transfer to the rest of the org. Asad Zaman, CEO at STA, ran the math: "if you take the best model … against any one step … it has 95% accuracy … if you do a 20-step process … that same model achieves 37% accuracy." His point is that stacking agents to cover that compounding error only works when you spend enough compute to make the task uneconomical. - The AI-native shift is already changing how companies hire and build. AJ Bruno, CEO at QuotaPath, said flatly that "Our engineers aren't writing code at all," noting roughly 90% of the company's code now comes from either Cursor or Claude, and framed AI-enabled services at above 70% margin as QuotaPath's real growth engine for 2027. Connect with the Hosts & Guests: Host: AJ Bruno, CEO at QuotaPath - https://www.linkedin.com/in/ajbruno3/ Host: Asad Zaman, CEO at STA - https://www.linkedin.com/in/azaman1/ Guest: Katie Bullard, Board Member & Strategic Advisor - https://www.linkedin.com/in/katiebullard/ Topline is more than a YouTube Channel: Subscribe to Topline Newsletter: https://toplinemedia.substack.com/ Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech: https://www.joinpavilion.com/topline-podcast Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast: https://www.joinpavilion.com/topline-slack Chapters: 00:00 Introducing Katie Bullard 05:24 The $30M to $300M Playbook 09:58 Operating In The Age Of AI 15:54 Aligning The CRO And CFO 23:26 AI Native Is Not A Strategy 25:35 Value First, Then Pricing 26:51 The AI ARR Valuation Puzzle 41:11 Inside The Red Canary Exit 45:35 Betting On AI-Enabled Services 49:15 Rewriting The Hiring Profile 52:51 The Executive Hiring Reset 58:24 The AI Accuracy Reality Check 1:01:16 Why Humans Still Hold The Pen 1:04:53 Bulls and Bears
The AI Breakdown: Daily Artificial Intelligence News and Discussions
OpenAI's new ChatGPT Work brings the agentic systems that transformed coding into the broader world of knowledge work, allowing AI to operate across apps, files, and long-running projects. NLW breaks down what the new harness means, how GPT-5.6 compares with Fable 5, and why efficiency has suddenly become the defining battleground in the model race. In the headlines: Cursor expands beyond coding, OpenAI rejects a leading coding benchmark, and Meta accelerates its AI infrastructure push.Brought to you by:KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taught at scale. Learn more at kpmg.com/us/SophisticatedHyperagent - Hire a fleet of always-on agents. New users get $1,000 in inference. hyperagent.com/aidailybriefRetool - Secure your vibecoded apps. New enterprise customers get up to $10,000 in AI credits per year. retool.com/aidaily Rackspace Technology- One accountable partner to build, operate and run your full enterprise AI stack https://www.rackspace.com/Section - Section turns AI investment into workforce transformation and ROI - https://www.sectionai.com/Scrunch - The AI customer experience platform - https://scrunch.com/Blitzy - Want to accelerate enterprise software development velocity by 5x? https://blitzy.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefRobots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Our Newsletter is BACK: https://aidailybrief.beehiiv.com/Interested in sponsoring the show? sponsors@aidailybrief.ai
In this episode, Ray Cochrane breaks down AI distillation, the teacher-student technique frontier labs now lean on to train smaller, cheaper models. He also covers GPT-5.6’s government-vetted rollout, Claude Sonnet 5 landing on AWS, Maryland’s two-year data center pause, and Microsoft’s climbing carbon numbers. Finally, he wraps with Apple’s $30 billion Broadcom deal, Meta’s tamper-proof recording light, Michigan’s parasite outbreak, and a simulation that erased a super El Niño. – Want to start a podcast? Its easy to get started! Sign-up at Blubrry – Thinking of buying a Starlink? Use my link to support the show. Subscribe to the Newsletter. Email Ray if you want to get in touch! Like and Follow Geek News Central’s Facebook Page. Support my Show Sponsor: Best Godaddy Promo Codes Get 1Password Full Summary Cochrane opens with a quick personal update. Longer days have him outdoors, including a float trip on the Sandy River at Dabney State Park, where he found clearer water, clay-like sand, and easy footing. Next week brings both a move and a trip home, so he is stocking up on Trader Joe’s “Power Berries” and IKEA bags at his mom’s request. Then he turns to the lead story. AI Distillation Explained: How Frontier Models Teach Each Other Cochrane’s featured story comes from Hugging Face engineer Sergio Paniego. Distillation is teacher-student training for AI: a capable model generates the training signal, and a smaller student learns to match it. The classic off-policy version compresses giant models into cheap students, either through soft labels or piles of worked answers. Google’s Gemma models and DeepSeek’s R1-Distill line were built exactly this way. However, the industry is now converging on multi-teacher on-policy distillation, or MOPD. Labs build reinforcement-learning specialists for math, coding, and agentic work, then have them grade a single student, word by word, as the student generates its own answers. DeepSeek-V4, MiMo-V2-Flash, and NVIDIA’s Nemotron 3 Ultra all run versions of the recipe, and the Qwen3 team reported better results at roughly a tenth of the GPU hours of raw reinforcement learning. Finally, self-distillation lets models like Cursor’s Composer 2.5 learn from better-prompted versions of themselves. Sponsor: GoDaddy Economy hosting $6.99/month, WordPress hosting $12.99/month, domains $11.99. Website builder trial available. Use codes at geeknewscentral.com/godaddy to support the show. GPT-5.6 Arrives With a Government-Vetted Rollout OpenAI shipped GPT-5.6 as a three-tier family: Sol, Terra, and Luna. Sol costs five dollars in and thirty dollars out per million tokens, half of Claude Fable 5’s rate. The benchmarks split: Sol Ultra wins Terminal-Bench at 91.9 percent, while Claude Fable 5 still leads SWE-Bench Pro. Notably, the API launched in limited preview to roughly 20 partners vetted by the U.S. government, though the model went live in Microsoft 365 Copilot on day one. Claude Sonnet 5 Lands on AWS, Plus Quick AWS Wins Claude Sonnet 5 arrived on AWS through Bedrock, pitched as top-tier intelligence at Sonnet pricing. Additionally, Amazon WorkSpaces for AI agents reached general availability, enabling agents to drive full desktop applications securely. OpenSearch gained a log-analytics engine claiming four times the price-performance, and SageMaker now scales inference about twice as fast. Cochrane also flags that Kendra and Q Business move to maintenance mode at the end of July. Anthropic Wants You to Reflect on Your Claude Habits Anthropic launched Reflect, a beta feature that analyzes your past Claude conversations and visualizes how you actually use the assistant. It requires Memory, excludes incognito and health-related chats, and keeps its insights inside the tool. Cochrane loves the idea. He reviews his own transcripts to extract prompt patterns and turn them into reusable skills, and he suggests listeners simply ask their AI to do the same. AlphaEvolve Goes GA on Google Cloud Google made AlphaEvolve generally available to Google Cloud customers on the Gemini Enterprise Agent Platform. The agent acts as an evolutionary collaborator: provide a baseline algorithm and your goals, and it searches for better, human-readable code. BASF, JetBrains, and Kinaxis are the named early adopters. Meanwhile, Cochrane renews his standing wish that DeepMind release AlphaGo as a playable teacher. Google Adds “How This Ad Was Made” AI Labels Google is adding a “How this ad was made” section to My Ad Center across Search, YouTube, and Discover. Ads built with Google’s own AI tools automatically get the disclosure, backed by invisible watermarks. However, ads made with outside tools rely on advertiser self-declaration. Cochrane points out the limits of voluntary disclosure in an AI-flooded content economy. Microsoft’s Carbon Emissions Climb 25 Percent Microsoft’s new sustainability report shows emissions up 25% in 2025, driven by a data center construction spree. The gross figure is 34 million metric tons before offsets, while other coverage puts the net figure at around 20 million. Water consumption also jumped thirty-four percent, even as Microsoft claims its first water-positive year. Cochrane argues regulation needs to catch up, since Google and Amazon report similar increases. Prince George’s County Pauses Data Centers for Two Years Prince George’s County adopted a two-year moratorium on new data center development, the longest pause in Maryland so far. The resolution blocks new applications, including hyperscale projects, until the council passes real regulations. Water and energy impacts remain open questions the county intends to study. Cochrane gives kudos to residents for making their voices heard. Apple and Broadcom Ink a $30 Billion U.S. Chip Deal Apple is expanding its partnership with Broadcom with a multiyear agreement expected to exceed $30 billion. The deal covers custom silicon and wireless components, with more than fifteen billion chips to be made on American soil. Broadcom’s Fort Collins, Colorado plant anchors the work with a $1.5 billion equipment expansion. Tim Cook framed the deal as accelerating Apple’s commitment to American manufacturing. MSI and Intel Ship the First Arc G3 Extreme Handheld Intel detailed how it co-engineered the MSI Claw 8 EX AI+, the first handheld on the Arc G3 Extreme processor. Highlights include a heat-spreading board layout and game-tuning loops that Intel says run Cyberpunk 2077 up to thirty-seven percent faster. The device is on sale now in void purple for around $1,500. At that price, Cochrane jokes he would rather buy a computer. Meta’s Glasses Get a Tamper-Proof Recording Light Meta answered the most common privacy questions about its AI glasses. Photos stay private on the device until the wearer imports or shares them, and a white capture LED blinks during any recording with no off switch. Moreover, newer glasses disable the camera if the LED is blocked, tampered with, or destroyed. Cochrane reminds listeners these claims are Meta grading its own homework, but the blink signal is worth recognizing in public. Michigan’s Parasite Outbreak Tops 1,200 Cases Michigan’s cyclosporiasis outbreak reached 1,251 cases since June 22, with roughly forty hospitalizations along the way. Northwest Ohio adds more than five hundred cases. The parasite typically spreads through contaminated fresh produce, and investigators still have not found the source. Cochrane’s advice: wash your produce, and get tested if your symptoms fit. AI Finds the San Andreas Fault’s Silent Slips Researchers paired AI with borehole strainmeters to detect dozens of hidden slow-slip events beneath the San Andreas Fault’s Parkfield section. Each silent slip releases stress within hours and is reliably followed by low-frequency earthquakes. Together, the findings support a continuous spectrum from silent creep to destructive quakes. The study appears in Nature Communications, and Cochrane hopes it will lead to better earthquake prediction. Cloud Brightening Erased a Super El Niño, in a Simulation Finally, a Science Advances study simulated marine cloud brightening in response to the 1997 and 2015 super El Niño events. Seeding clouds over the eastern Pacific erased the events entirely inside the model. Real deployment would take roughly 2,400 ships spraying continuously, and the simulations showed side effects like extra warming over Europe and Asia. Cochrane finds the weather-machine concept fascinating, yet he questions the consequences of altering cycles the planet runs for a reason. The post AI Distillation: How Frontier Models Teach Each Other #1870 appeared first on Geek News Central.
"The nerd in me loves this company," says Keith Snyder regarding SpaceX (SPCX), though he's cautious as an analyst. He says the company's current growth projections don't match the current valuation, calling it an "Elon Musk premium." Scott Trabucco makes the case that SpaceX can justify its valuation with its businesses from Starlink to Cursor exhibiting growth potential. However, he notes retail interest is slowing down. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Link to the episode This week's Department of Know is hosted by Rich Stroffolino, with guests Davi Ottenheimer, principal, Flying Penguin, and Chris Ray, field CTO, GigaOm. Missed the live show? Check it out on YouTube. The Department of Know is live every Friday at 4:00 p.m. ET. Join us each week by registering for the open discussion at CISOSeries.com. Huge thanks to our sponsor, Vanta Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot. The good news: The Vanta Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you. Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk. Get started at vanta.com/headlines.
Interpol's fraud sweep goes global China flags Claude Code Old GitHub accounts, new tricks Get the show notes here: https://cisoseries.com/cybersecurity-news-interpols-global-fraud-sweep-chinas-claude-code-flag-old-github-account-tricks/ Thanks to our episode sponsor, Vanta Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot. The good news: The Vanta Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you. Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk. Get started at vanta.com/headlines.
Citizens' Andrew Boone talks with TITV Host Akash Pasricha about Meta's Muse Spark 1.1. We also talk with The Information's Jason Dean about intense AI pricing wars and Nick Wingfield about Muse Spark 1.1 and Blue Origin's massive $10B funding round. Lastly, we get into Cursor's secret AI agent with our reporter Grace Kay.Articles discussed on this episode: https://www.theinformation.com/briefings/cursor-working-competitor-claude-coworkhttps://www.theinformation.com/articles/cursor-developing-ai-agent-compete-claude-coworkSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Meta Debuts Muse Spark 1.1 AI Model & Enterprise Strategy16:24 - Tech's AI Pricing Wars & Blue Origin's $10B Funding Round30:20 - Cursor Develops AI Agent to Compete with Claude Cowork
SpaceXAI has officially launched Grok 4.5, a sophisticated artificial intelligence model developed in collaboration with the coding startup Cursor. This release follows a massive $60 billion acquisition of Cursor's parent company, Anysphere, marking a strategic shift to compete with industry leaders like OpenAI and Anthropic. The new model is engineered to manage complex, long-duration tasks across the legal, finance, and software engineering sectors with improved speed and lower costs. Early performance data suggests that while it may trail some rivals in general benchmarks, it significantly outperforms competitors in specialized professional fields like law. By integrating this technology directly into the Cursor platform, the company aims to provide a versatile tool for both high-level programming and broad industrial applications.
Adam Brown is back!General relativity is said to be the most beautiful idea the human mind has ever produced. Most of us will never get to fully appreciate its elegance by taking the 20-lecture graduate course Adam taught on it at Stanford. But in this episode, Adam distills the key idea at its heart so clearly and compellingly that even I could keep up lol.At the core of general relativity, Einstein is trying to figure out the principle behind a particular coincidence: that the mass that resists acceleration and the mass that gravity pulls on just happen to be exactly the same. Adam then leads us through the path of insight which Einstein called his “happiest thought.”Then Adam lectures on black holes. First, by showing how even under special relativity you could create a perpetual motion machine if black holes weren't truly black. And then, by explaining why the observations of an infalling observer and a distant bystander to the black hole would be so radically differentAdam leads Blueshift, the team at Google DeepMind cracking science and reasoning, which gave us the opportunity to discuss at the very end how close we are to AIs that could rediscover general relativity from scratch. Stay till the close for some philosophy of science.Watch on YouTube; read the transcript.Sponsors* Jane Street has traders from all sorts of different backgrounds. For example, I recently got to speak with Jed Thompson, a trader who started his career in particle physics. Jed told me how the habits he built as a physicist (like never running a calculation without first having a good guess at the answer) helped him build good trading intuition. So no matter what field you're working in right now, your experience may be more applicable than you think. Check out open positions at janestreet.com/dwarkesh* Crusoe gave me early access to their new serverless fine-tuning product, so I decided to try fine-tuning a Dwarkesh-style question generator. Crusoe made this really easy: I just turned my interview transcripts into training data and then kicked off a run – I never had to touch infra or tweak hyperparameters. After training was done, I ran a blind eval with my team: they preferred the fine-tuned model's proposed questions over my own suggestions about 30% of the time. Serverless fine-tuning goes live next week. Learn more at crusoe.ai/dwarkesh* Cursor's iOS app lets me kick off real work no matter where I am. For example, recently I was at dinner with friends when I had an idea about how to investigate the past few years of progress in sample efficiency. I pulled out the Cursor app, dumped my thoughts into a voice note, and 15 minutes later, Cursor had cloned the relevant repo, done the necessary analysis, and written up its findings. And now I'm expanding that work into a full write-up. Without the Cursor app, the idea would've floated away. Check out the app now at cursor.com/dwarkeshTimestamps(00:00:00) – The coincidence that led Einstein to general relativity(00:16:42) – Gravity is a consequence of curved spacetime, not a force(00:31:46) – Why black holes prevent unlimited energy extraction(00:47:12) – Black holes are the ultimate power plants(01:13:50) – What falling into a black hole would actually feel like(01:18:51) – The three ways we know black holes are real(01:24:21) – The first time we saw gravity bend light(01:29:33) – How far can AI get without experimental evidence? Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe
GPT 5.6 darf released werden. Fiji Simo tritt aus gesundheitlichen Gründen zurück, gleichzeitig wird ihre Strategie revidiert. Elon Musk launcht Grok 4.5 als Efficient-Frontier-Modell. Meta launcht Muse Image und Muse Video, kündigt Iris-KI-Chips ab September an und lässt die Financial Times testen, wie eine Brille alles aufnimmt, was der Träger sieht und hört. OpenAIs Deployment Company kauft Northslope, das erste Signal für eine Konsolidierung der KI-Consulting-Branche. China warnt seine KI-Firmen vor Distillation durch US-Firmen, US-Lawmakers prüfen die wachsende Nutzung chinesischer Modelle bei US-Firmen, und die Financial Times deckt auf, dass OpenAI und Google an geblacklistete chinesische Firmen über Singapur verkaufen. Blue Origin nimmt $10 Mrd. auf $130 Mrd. Bewertung auf, Lovable verhandelt eine Runde auf $13Mrd. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:37) GPT 5.6 endlich released (00:05:27) Grok 4.5 (00:10:07) Meta Muse Image/Video (00:14:07) Meta Brillen (00:21:35) OpenAI kauft Northslope (00:29:13) Cognition Devin (00:31:20) China warnt eigene KI-Firmen (00:36:48) OpenAI/Google verkaufen über Singapur (00:38:36) Blue Origin $10 Mrd. Runde (00:40:52) Lovable auf $13 Mrd. (00:41:43) Northstar: Europäischer Humanoid-Robot (00:44:04) München-Umnutzungsagentur Shownotes GPT 5.6 nach Trump-Ban released - axios.com Meta Muse Image & Muse Video vorgestellt - ai.meta.com Peking will Zugang zu chinesischen Modellen einschränken - reuters.com OpenAI Deployment Company kauft Northslope - axios.com SpaceX AI & Cursor unveiled Grok für Legal/Finance - bloomberg.com Musk-Tweet zu Grok 4.5-Launch - xcancel.com Meta testet Super-Sensing-Brillen - ft.com Blue Origin raist $10 Mrd. auf $130 Mrd. Bewertung - nytimes.com US-Lawmakers prüfen Nutzung chinesischer KI in US-Firmen - cnbc.com OpenAI & Google verkaufen AI an geblacklistete China-Firmen über Singapur - ft.com Cognition (Devin-Macher) launcht neues Modell - xcancel.com Meta bringt Iris-KI-Chips im September in Produktion - reuters.com Lovable verhandelt $13,2 Mrd. Bewertung - techcrunch.com Umnutzungsagentur München: Büro wird Wohnraum - linkedin.com Ex-Tesla-Scientist baut europäischen Humanoid-Robot (Northstar) - bloomberg.com Hackergruppe Everest verkauft 460 GB Platform-Group-Daten - xcancel.com
SpaceXAI debuted Grok 4.5 with Cursor, targeting Opus-level performance at lower cost. Meta launched Muse Spark 1.1 via API, OpenAI rolled out full-duplex GPT-Live voice models, PrismML ran the largest AI model on an iPhone, and Character.AI launched AI microdramas. SpaceXAI debuts Grok 4.5, its first model built in partnership with Cursor, designed to "handle difficult, long-running tasks" across finance, legal, and coding (Bloomberg) Meta releases Muse Spark 1.1, capable of more advanced coding and a "step-change" from the first generation, available to US developers via a public API preview (The Verge) OpenAI launches GPT-Live, new voice models powering ChatGPT Voice and built on a full-duplex architecture, meaning they can listen and speak at the same time (OpenAI) OpenAI launches GPT-Live, new voice models powering ChatGPT Voice and built on a full-duplex architecture, meaning they can listen and speak at the same time (VentureBeat) PrismML says it ran a 27B-parameter Qwen 3.6 model on an iPhone 17 Pro, bigger than any prior on-device model; sources: Apple held talks with PrismML about it (The Information) Character.AI launches three human-written, AI-generated microdramas, whose characters users can chat with, and aims to eventually let users make their own shows (TechCrunch) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices
All eyes will be on GPT-5.6 Sol today. ☀️But some might argue, that won't even be the ChatGPT maker's biggest release this week. That's because we finally have conversational AI that just works in OpenAI's new GPT-Live model inside ChatGPT. And that's not the only big release this week: we had big drops from Meta, Grok, Google and more. The most important move you can make each week is to quickly know the newest features you can ACTUALLY use. And that's what our Friday Features show is all about. (Brought to you a day early, obviously.) Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:OpenAI GPT Live Voice Model LaunchOpenAI GPT Live Duplex Conversational FeaturesGPT Live Access Free and Paid TiersOpenAI Developer API: GPT Real Time 2.1 ReleaseXAI Grok 4.5 Model for Software EngineeringGrok 4.5 Token Efficiency and BenchmarksNotion Agents Standalone iPhone App ReleaseGoogle Voice AI Gemini-Powered Call SummariesByteDance SeeDream 5.0 Pro Image Model LaunchByteDance Image Model Infographic and Layer FeaturesMeta Muse Image and Video Model RolloutMeta AI Agent Image Generation Through InstagramTimestamps:00:00 New OpenAI voice model04:26 New AI voice model launch06:26 Introducing GPT Live Voice Models11:15 OpenAI's new GPT model for developers15:19 Using the Grok app19:20 Notion's AI paid features explained22:50 AI features for small businesses23:41 New image model contenders27:14 New AI image model feature31:45 Meta's AI features and updates34:05 New AI tools and updatesKeywords: GPT Live, OpenAI, real-time voice model, duplex architecture, AI voice assistant, full duplex AI, natural language AI, GPT 5.5, model release, AI updates, Slack bot, personal AI agent, AI-powered productivity, ChatGPT voice features, advanced voice mode, Gemini Live, Claude voice, web search AI, context-aware AI, conversational AI, AI voice brainstorming, hands-free AI, developer API, GPT real time 2.1, cost-efficient AI, latency reduction, tool calling, code execution, software engineering AI, Grok 4.5, XAI, multi-step agentic work, Cursor, token efficiency, AI benchmarks, Notion agents, iPhone AI app, workspace automation, Gemini-powered Google Voice, AI note-taking, ByteDance, C Dream 5.0 Pro, AI image model, infographic AI, Meta, Muse image model, video AI, Instagram AI, agentic self-refinement, multimodal AI, branded visuals, AI for social media, marketing automation, AI-driven design, AI-powered workflows, API integration, team collaboration AI.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info)
SpaceXAI Launches Grok 4.5 for Coding and Agentic Tasks in Partnership with Cursor, NHTSA Directs Autonomous Vehicle Developers to Resolve First Responder Interference, and Block Reaches $65 Million in Combined Settlements Over Cash App Fraud Allegations. MP3 Please SUBSCRIBE HERE for free or get DTNS shows ad-free. A special thanks to all our supporters–without you,Continue reading "Meta Launches Muse Spark 1.1, An Upgraded AI Model for Coding and Perception – DTH"
Intel Chat with Matt Bromiley and Chris Luft.Matt and Chris break down four stories from the week in threat intel:• Varonis Threat Labs' "Rogue Agent" — a permission boundary flaw in Google Dialogflow CX's Code Blocks feature that could let an attacker with a single permission (dialogflow.playbooks.update) inject persistent malicious code into a chatbot's execution pipeline and silently exfiltrate conversations; Google has fully patched it, no customer action required.• The EvilTokens campaign and "ghost phishing" — AES-GCM-encrypted phishing pages that look harmless to URL scanners and only reveal themselves after decrypting in the victim's browser, driving Microsoft device code phishing against Microsoft 365 accounts.• CISA adds four actively exploited flaws to the KEV catalog with a July 10 patch deadline under BOD 26-04: Adobe ColdFusion (CVE-2026-48282, CVSS 10.0), Langflow (CVE-2026-55255, chained with CVE-2026-33017), and Joomla's SP Page Builder (CVE-2026-48908) and Page Builder CK (CVE-2026-56290) extensions.• HalluSquatting — Tel Aviv University researchers show attackers can register the repository names AI coding assistants predictably hallucinate, then ride prompt injection to code execution on developer machines — with success rates up to 85% for repos and 100% for skill installs across Cursor, Windsurf, Copilot, Cline, Gemini CLI and more.Stories covered:• https://www.darkreading.com/application-security/dialogflow-cx-rogue-agent-flaw-enabled-ai-chatbot-data-theft• https://thehackernews.com/2026/07/new-ghost-phishing-wave-is-breaking.html• https://www.securityweek.com/cisa-urges-immediate-patching-of-exploited-coldfusion-langflow-joomla-flaws/• https://thehackernews.com/2026/07/new-hallusquatting-attack-could-trick.htmlChapters:0:00 Intro & catching up4:31 Google Dialogflow CX "Rogue Agent" flaw11:03 EvilTokens & "ghost phishing"17:37 CISA KEV: ColdFusion, Langflow & Joomla — patch by July 1024:56 HalluSquatting: weaponizing AI hallucinations33:16 Wrap-upThe Cybersecurity Defenders Podcast — a podcast about cybersecurity and the people that keep the internet safe. New episodes drop weekly.Subscribe wherever you listen:• Spotify: https://open.spotify.com/show/6ep00zeY3S8ffZ4o0UeSps• Apple Podcasts: https://podcasts.apple.com/us/podcast/the-cybersecurity-defenders-podcast/id1649981740• YouTube: https://www.youtube.com/@limacharlieioLearn more about LimaCharlie: https://limacharlie.io#cybersecurity #infosec #threatintel #AIsecurity #phishing
AI is not just changing how engineers write code. It is changing who gets close enough to shape the work.In this episode of The Tech Trek, Robert Stewart, CTO at Arbital Health, joins Amir to talk about how AI is bringing actuarial subject matter experts closer to product and engineering teams, especially in healthcare and risk based contracts. Robert shares how his team is pairing technically minded SMEs with software engineers, using AI tools in development, and rethinking technical hiring now that AI assisted coding is part of the job.Practical Takeaways• AI can reduce the distance between domain experts and engineering when the SMEs can clearly describe requirements, acceptance criteria, and edge cases.• Pairing a subject matter expert with an experienced engineer can be more powerful than traditional pair programming because each person brings a different kind of judgment.• Better written requirements matter more in an AI assisted workflow because tools can work directly from detailed tickets and context.• Technical interviews may need to test how candidates use AI, not whether they can avoid it.• Hiring teams need stronger signals around identity, environment fit, prompting skill, and how candidates respond to AI output.Timestamped Highlights00:00 Robert Stewart on Arbital Health, value based care, and the role of actuarial expertise in healthcare infrastructure.03:06 Why actuarial knowledge is hard to transfer into engineering teams through normal handoffs.04:40 How AI helps subject matter experts move closer to product and engineering work.06:08 Why engineering fundamentals still matter, even when AI makes code easier to create.09:55 How Arbital Health is using Cursor, Claude Code, and human review in a regulated environment.14:52 Why more detailed Jira tickets are becoming more valuable in AI assisted development.17:10 How AI is changing technical interviews from “you may use AI” to “you must use AI.”22:16 What suspicious candidates, remote interviews, and fake profiles are forcing hiring teams to rethink.One Line That Stuck“You can judge an expert by the type of questions they ask.”Pro Tips• Ask candidates to share their screen during AI assisted technical interviews.• Watch how they prompt, not just what they produce.• Look for whether they catch strange or weak AI output.• Use a rubric, but also evaluate whether the candidate fits the way your team actually works.• For AI generated code, add stronger human review, especially in regulated environments.Subscribe to The Tech Trek for more conversations on how technical teams are adapting around AI, data, product, platform, hiring, and engineering execution.
SpaceXAI has officially launched Grok 4.5, a sophisticated artificial intelligence model developed in collaboration with the coding startup Cursor. This release follows a massive $60 billion acquisition of Cursor's parent company, Anysphere, marking a strategic shift to compete with industry leaders like OpenAI and Anthropic. The new model is engineered to manage complex, long-duration tasks across the legal, finance, and software engineering sectors with improved speed and lower costs. Early performance data suggests that while it may trail some rivals in general benchmarks, it significantly outperforms competitors in specialized professional fields like law. By integrating this technology directly into the Cursor platform, the company aims to provide a versatile tool for both high-level programming and broad industrial applications.
Mexico's first cyber test gets tested Snoops break into Roundcube mailservers Cash App owner pays up over lax security Get the show notes here: https://cisoseries.com/cybersecurity-news-mexicos-big-cyber-test-roundcube-mailserver-snooped-on-cash-app-found-lax/ Thanks to our episode sponsor, Vanta Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot. The good news: The Vanta Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you. Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk. Get started at vanta.com/headlines.
Hoy hablamos de GPT-Live y la voz full-duplex de ChatGPT, Grok 4.5 en Cursor para tareas largas con agentes, Robostral Navigate de Mistral para robots con una sola cámara, el acuerdo de la FTC que obliga a John Deere a abrir reparación durante diez años, y RHINE acelerando simulaciones de fusiones de estrellas de neutrones para entender el origen de elementos pesados.Puedes seguirnos en YouTube en https://youtube.com/olivernabani y puedes unirte al Discord Mashain en https://olivernabani.com/discord
The UK's Cyber Pledge and Cyber Shield Millions exposed in Japanese telco attack China looking to curb overseas model access Get the show notes here: Thanks to our episode sponsor, Vanta Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot. The good news: The Vanta Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you. Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk. Get started at vanta.com/headlines.
My guest today is Jeremy Giffon. Jeremy has been on the show before as one of our most popular guests, and this conversation is every bit as enjoyable as the first. Over the last 18 months, Jeremy has had hundreds of conversations with founders and with the capital behind their companies. I don't know many investors with such a high rep count in the most interesting corners of private markets, so I asked him what he has learned. We talk about what those lessons mean for founders and investors, why everyone has become subservient to the poster class, the hidden intellectual history behind Silicon Valley and much more. Please enjoy my conversation with my friend, Jeremy Giffon. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to vanta.com/invest. ----- WorkOS is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ridgeline.ai. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:02) Jeremy Giffon (00:02:34) Lessons from 18 Months of Founder Conversations (00:07:01) The Billion-Dollar PDF (00:08:13) The Unifeed & Rise of the Timeline (00:17:02) Power Law & Breakout Content (00:18:48) AI Algorithms Driving Content (00:20:38) Timeline-Native White House (00:21:09) Traits of Great Posters (00:25:27) Peak Guy & the Billionaire Priest Class (00:32:13) Billionaires Now Defer to Posters (00:34:52) Freedom vs. Relevance (00:38:53) AI & White-Collar Job Displacement (00:40:53) Stewarding Your Gifts as Moral Duty (00:43:18) Next Wave of Finance: Equity-First Firms (00:53:26) East Coast vs. West Coast Finance (00:55:34) Beating the Market Is Not That Hard (01:00:40) SPV Feudalism & Allocation (01:02:10) Egregious SPV Fee Structures (01:04:50) Simplicity vs. Complexity in Investing (01:07:15) Hiring: Attracting Differentiated Talent (01:11:00) Silicon Valley's Hidden Intellectual Traditions
Suspected China-Nexus hackers use fake Indian tax filing utility to deploy DcRAT Prompt injection attacks trick AI Agents into making crypto payments France to stop certifying products without quantum-safe encryption Get the show notes here: https://cisoseries.com/cybersecurity-news-india-tax-rat-prompt-injection-crypto-scam-france-pushes-quantum-safe/ Thanks to our episode sponsor, Vanta Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot. The good news: The Vanta Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you. Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk. Get started at vanta.com/headlines.
Jem and Justin trade toddler war stories before Jem confesses he'd rather tear down 4.5m pallet racking alone at midnight than hire anyone. Justin reveals his June sales cliff after a domain migration tanked Google traffic, hitting Profit First distributions hard. They also riff on the Obsidian exodus from Notion, breaking up with Cursor for Claude Code, and why rearranging the shop is happening before finishing new products.Watch on YoutubeDISCUSSED:✍️ Comment or Suggest a TopicMigrating away from Cursor ꘎We have become a tech company ꘎Obsidian rollout ꘎Recovering migration hangoverFinishing reorganization on woodshopThe deep thinkings and feelings of leanThe internet never forgets - outro song---Profit First PlaylistClassic Episodes Playlist---SUPPORT THE SHOWBecome a Patreon - Get the Secret ShowReview on Apple Podcast Share with a FriendDiscuss on Show SubredditShow InfoShow WebsiteContact Jem & JustinInstagram | Tiktok | Facebook | YoutubePlease note: Show notes contains affiliate links.HOSTSJem FreemanCastlemaine, Victoria, AustraliaLike Butter | Instagram | More LinksJustin BrouillettePortland, Oregon, USAPDX CNC | Instagram | More Links
Show Notes: Update since recording: Restack has since moved to one simple plan at $800 per seat per month, and now works across PowerPoint, Excel, and Word as a single agent. Harsh Aggarwal is the founder of Restack, an AI agent that works inside PowerPoint to turn a consulting or PE team's analysis into a client-ready deck. He was previously at Roland Berger and product lead at an $8B PE firm. Restack: From Thinking to a Client-ready Deck Harsh explains that Restack is an AI agent that works natively inside PowerPoint to automate formatting for consulting and private equity teams. The purpose of Restack is to help consulting teams focus on client relationships and actual consulting work by automating the grind of formatting. Harsh highlights the historical advantage big firms had due to their production capacity, using McKinsey as an example. He discusses how AI has closed the research gap but the production gap remains, which is where Restack aims to help by automating the process of turning thinking into a client-ready deck. A Restack Demonstration Harsh begins demonstrating Restack by sharing his screen and showing a standard PowerPoint deck. He explains that Restack opens as a sidebar inside PowerPoint and can handle tasks that would normally take hours, such as updating a deck with new data. Harsh shows how Restack can update a deck with new data without specific instructions on formatting or chart appearance. He emphasizes that Restack can handle complex tasks like verifying data from sources like the SEC EDGAR website and updating slides based on that data. Converting Decks into Code Harsh explains that Restack converts the entire PowerPoint deck into code, allowing it to make precise changes to the data. He compares this technology to popular tools like Cloud Code and Cursor, which are used in software engineering to augment code bases. Restack can update specific lines of code in the deck, making it highly precise and efficient. Restack updates the slides and analyzes the uploaded data, showing the progress on screen. Restack Results Harsh shows the results of Restack updating the numbers in the slides, explaining that it also updates the storyline based on the new data. He highlights that Restack takes screenshots to verify its own results before presenting them to the analyst or associate. The charts created by Restack are fully editable and can be manipulated like normal charts in PowerPoint. Harsh recaps the task of updating the data in four slides and shows the final results, emphasizing the efficiency of Restack. Creating Slides from Scratch Harsh demonstrates another use case where Restack can create a new slide from scratch using a data model. He explains that Restack can read the existing deck to understand the context and formatting, creating new slides that match the existing deck's style. When asked if Restack can create any kind of chart, Harsh confirms, showing how Restack can convert a chart to a different type, like a waterfall chart. Harsh emphasizes that Restack is a generalized tool that can handle various tasks, making it versatile for different consulting needs. Pricing and Subscription Information Harsh explains how to sign up for Restack, either by visiting the website or reaching out to him on LinkedIn. He offers a free sandbox for listeners to test Restack on live cases, encouraging them to reach out for access. Pricing is $800 per seat per month, billed monthly, with credits pooled across the team (a five-seat team is $4,000/month). One to five seats are self-serve; six or more is the Practice plan. Harsh compares the pricing to tools like PitchBook and Bloomberg, noting the time and cost savings Restack offers. Timestamps: 01:51: Demonstration of Restack's Functionality 06:08: Technical Details of Restack's Operation 08:03: Results and Verification of Restack's Work 12:34: Additional Use Cases and Capabilities of Restack 22:38: Sign-Up and Pricing Information Links: LinkedIn: http://linkedin.com/in/heyhiharsh Company website: http://re-stack.com/ This episode on Umbrex: https://umbrex.com/unleashed/episode-653-harsh-aggarwal-how-ai-lets-solo-consultants-take-on-bigger-work/ 60-second Demo: http://re-stack.com/demo Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.
JadePuffer ransomware used AI agent to automate entire attack AdaptHealth suffers cyberattack UK's National Cyber Action Plan launch delayed by political leadership crisis Get the show notes here: https://cisoseries.com/cybersecurity-news-first-ai-ransomware-adapthealth-suffers-cyberattack-uk-cyber-plan-delayed/ Thanks to our episode sponsor, Vanta Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot. The good news: The Vanta Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you. Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk. Get started at vanta.com/headlines.
What does it actually take to move an entire company from handwriting PRDs to shipping features with agents in two years?In this episode of Supra Insider, Marc Baselga and Ben Erez sit down with Alex Meyers, Principal Product Manager at Gusto, to trace how the company became AI-native from the inside. Alex shares how his own quiet tool use turned into a C-suite demo, why that demo made clear that you cannot simply mandate “be AI native,” and how PM AI hackathons became the ritual that moved the org forward.They explore why dedicated, uninterrupted build time beats an hour here and there, why the ritual has to recur as the tools keep changing, how roughly three-quarters of the PM org now merges pull requests, and where Alex thinks the work is heading as loops and goals let PMs spend more time on customers and taste.If you're a product leader trying to raise your team's AI fluency, a founder deciding how much structure to put around learning, or an operator wondering what the PM role becomes when agents handle the busywork, this episode is for you.All episodes of the podcast are also available on Spotify, Apple and YouTube.New to the pod? Subscribe below to get the next episode in your inbox
Today's conversation features Brian McCarthy, President of Global Revenue and Field Operations at Cursor and former CRO at Rubrik, where he helped scale the business from $118 million to $1.5 billion in ARR. In this segment, Brian breaks down the rapid evolution of AI in software development, from simple code autocomplete to fully autonomous agent-driven environments, and what that shift means for competition, product strategy, and go-to-market execution. He also explains how Cursor's multi-model approach creates a unique advantage in a fast-moving market, and why aligning that innovation with focused sales execution is critical to winning. Brian McCarthy is President of Global Revenue and Field Operations at Cursor and former CRO at Rubrik, where he helped scale the company from $118M to $1.5B in ARR. He is known for building high-performance revenue organizations and execution-focused cultures in complex enterprise environments. Connect with Brian: LinkedIn Resources mentioned: Ep. 71 - What the Best Sales Leaders Do with Brian McCarthy All In Podcast with Chamath, Jason, Sacks & Friedberg Listen to the full episode: Why Sales Execution Wins in an AI-First World with Brian McCarthy, President of Global Revenue and Field Operations at Cursor Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management
Intel Chat with Matt Bromiley and Chris Luft.Matt and Chris break down four stories from the week in threat intel:• Zenity researchers observed three campaigns where attackers hijacked internet-exposed AI inference endpoints (Ollama, LiteLLM) as free model backends for offensive operations — including the Strix and HexStrike-AI pentesting frameworks and a Codex agent posing as a "security auditor" — enabled by no-auth defaults and placeholder API keys.https://www.darkreading.com/cloud-security/attackers-hijack-exposed-ai-endpoints-power-offensive-ops• A CISA advisory on Daktronics controllers behind scoreboards, digital billboards and highway signs: unauthenticated path traversal, arbitrary file upload and default admin credentials chaining to root-level control, found and responsibly disclosed by a Princeton undergrad.https://www.securityweek.com/new-controller-flaws-expose-highway-signs-and-billboards-to-remote-hacking/• Cato's "DuneSlide" (CVE-2026-50548 / CVE-2026-50549) — two critical Cursor flaws where a single prompt injection escapes the terminal sandbox and executes arbitrary commands on a developer's machine; patched in Cursor 3.0.https://thehackernews.com/2026/07/critical-cursor-flaws-could-let-prompt.html• Anthropic restoring worldwide Claude Fable 5 access after the US Commerce Department lifted emergency export controls triggered by a jailbreak — plus what it means for AI governance, open-source model catch-up and the data center debate.https://thehackernews.com/2026/07/anthropic-restores-claude-fable-5-after.htmlChapters:0:00 Intro & catching up1:17 Attackers hijacking exposed AI backends (Ollama & LiteLLM)9:18 CISA advisory: billboard & highway sign controllers13:46 Cursor "DuneSlide" prompt-injection sandbox escape20:34 Claude Fable 5 export controls lifted28:17 Data centers, nuclear déjà vu & the AI race33:39 Wrap-upThe Cybersecurity Defenders Podcast — a podcast about cybersecurity and the people that keep the internet safe. New episodes drop weekly.Learn more about LimaCharlie: https://limacharlie.io#cybersecurity #infosec #threatintel #AIsecurity #promptinjection
AI Hustle: News on Open AI, ChatGPT, Midjourney, NVIDIA, Anthropic, Open Source LLMs
In this episode Jaeden and Jamie react to the news that Cursor , a vibe coding app , is now coming to mobile devices . Jaedan often uses similar apps on the go and is looking forward to this new advance. Chapters 00:00 Introduction 00:32 The School Community 01:53 Jaedan and Jamies Take 07:58 Cursor Acquired by Space X 10:46 Outro Our AI Hustle Skool Community: https://www.skool.com/aihustleGet the top 80+ AI Models for $8.99 at AI Box: https://aibox.aiGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletterWatch on Youtube : https://youtu.be/Xicm-p370gY
Fable 5 is out, but it'll be gone (again) before you know it. While Anthropic's powerful Mythos 5 is out for the masses for another 5 days, it might be their Sonnet 5 model that's your next daily driver. Even better news? If you're an iPhone user, your OpenClaw and Cursor accounts are gonna get a lot more use. Yeah, it's a short Holiday week in the U.S., but the AI companies didn't stop shipping. From new models to new ways to work, these are 7 new AI features available now that you should be using. Fable 5 and Sonnet 5 Released, OpenClaw on Your iPhone, NotebookLM's New Video Format and 7 More AI Features You Need NowNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:Anthropic Sonnet 5 Model OverviewSonnet 5 vs Opus 4.8 PerformanceAnthropic Model Naming Confusion ExplainedSonnet 5 Pricing and API Cost AnalysisSonnet 5 Use Cases for Daily WorkNotebookLM 60-Second AI Video GenerationNotebookLM Cinematic Video Format ReviewChatGPT Finance Feature: Plaid IntegrationChatGPT Finance Rollout and Security DetailsTwitter/X MCP Model Context Protocol LaunchMCP API Access for AI Agents ExplainedOpenClaw iOS and Android App LaunchOpenClaw Mobile Bridge Setup and UsageCursor iOS App for AI Code AgentsCursor Cloud Agents and Mobile NotificationsAnthropic Fable 5 Limited-Time AvailabilityFable 5 Cost Structure and GuardrailsAnthropic Frontier Models and US RegulationsTimestamps:00:00 Recent AI developments and updates05:54 API pricing and usage strategies07:19 Choosing the right AI model11:17 Notebook LM paid user rollout16:17 ChatGPT's new personal finance tool17:35 Integrating ChatGPT with Plaid for Finance21:35 Streamlining MCP setup for developers24:40 Introducing the OpenClaw monitoring app29:33 Talking about upcoming super apps32:03 Fable 5 availability announcement34:43 Building projects with Fable 5Keywords: Anthropic, Fable 5, Sonnet 5, Opus 4.8, Haiku 4.5, Mythos 5, Large Language Models, AI model naming, AI benchmarks, agentic models, adaptive thinking, 1 million context window, token output, AI hallucination rates, Anthropic subscription plan, AI API pricing, AI free plans, ChatGPT Finance, Plaid integration, finance AI assistant, OpenAI personal finance, financial data privacy, iOS AI apps, Android AI apps, OpenClaw, open source AI agent, AI mobile companion app, NotebookLM, AI video generation, vertical video, cinematic video, Gemini paid users, educational AI videos, doom scrolling video format, AI-powered coding agents, Cursor, cloud AI agents, remote desktop AI, iOS live activities, PR merge on mobile, X API, Twitter MCP server, social listening AI, developer AI tools, AI super app, project Glasswing, US AI export controls, government AI regulation, classifier guardrails, secure AI data, AI for marketers, subscription replacements, Codex, Claude cowork, Claude code, Codex remote control, always-on AI.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner
This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. I'll be covering the topic on: How to Win on LinkedIn, Find Love and Handle Equity Compensation and more. Refer to chapter marks below for a complete list of topics covered and to jump to a specific section. Get mentored by Chris: Book a Zoom call to discuss joining my Business Academy, Finance Bootcamp (to get a job in finance) or MBA Degree Programs or for investing/business/personal development coaching: https://haroun.short.gy/1on1CallYTWDownload my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramChapter Marks: 0:25 Call Starts1:00 LinkedIn Masterclass23:45 LinkedIn Profile & Career Questions33:58 AI Stocks, Micron & SpaceX40:45 AI, Bitcoin & the Future of Technology50:53 Options Trading & Hedge Funds54:37 Startup Advice: Co-Founders & Equity58:23 Markets, AI Trends & One-Person Companies1:07:35 Oracle, Micron, Snapchat & LegalZoom1:14:35 SpaceX, Cursor & Starting an AI Company1:19:35 BYD, Tesla, Magnificent 7 & Accenture1:23:00 LinkedIn Networking & Job Search1:29:55 Dating, AI Creators & Big Tech1:39:56 Best S&P 500 Index Funds Connect with me: Schedule a 1:1 call with Chris: https://haroun.short.gy/1on1CallYTWYouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures TikTok: @chrisharoun
My guests today are Gavin Uberti and Rob Wachen, the founders of Etched. A few years ago, when they set out to build a better AI chip than the largest companies in the world, almost everyone I called told me it could not be done. They have since done it, taping out a working chip on their first attempt and becoming the first hardware company founded after ChatGPT to do so. They already have more than a billion dollars of customer demand for their first product, and have raised eight hundred million dollars to build it. Etched builds chips and systems designed to run AI models faster and at lower cost. They started the company in 2023, and that product is a complete rack for inference, the chip along with the boards, the power delivery, the interconnects, and the manufacturing to produce it all. We talk about the technical bets behind their architecture, how they hired industry legends and paired them with elite 22 year-olds, and why they believe inference will become one of the largest markets in the world. I think you will find the story of what they have built hard to forget. Please enjoy my conversation with Gavin and Rob. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to vanta.com/invest. ----- WorkOS is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ridgelineapps.com. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:07) Gavin Uberti and Rob Wachen (00:03:54) Two 21-Year-Olds Taking on NVIDIA (00:07:52) The Two Technical Bets Behind Their Architecture (00:14:15) Why Inference Becomes the Biggest Market (00:20:23) Rob and Gavin's Origins Stories (00:28:38) How They Recruit Industry Legends (00:36:30) Moving a Dozen Engineers to Bangalore for Six Months (00:38:01) Speed Wins (00:43:58) Getting More Concurrency Out of Every Megawatt (00:52:44) Vertical Integration (00:57:43) Hardest Obstacles to Overcome (01:01:09) Raising The Largest AI Chip Series A Ever (01:06:29) TSMC (01:13:20) Designing Gen 2 for Gigawatt-Scale Production (01:16:42) Why Machines Don't Think Like People (01:20:03) A Year of Compute Compressed Into a Month (01:23:44) The Trillion-Dollar Data Center (01:26:19) The Kindest Thing
Show DescriptionWhat to do when you have more ideas than time, getting new musical gear, nerding out and getting excited about things, the state of conferences in 2026, Cursor being bought, and Dave's got a minimum viable design system idea. Listen on WebsiteWatch on YouTubeLinks FFConf Figma Config 2026 SpaceX locks in $60 billion Cursor deal Google Antigravity Devon: An open-source pair programmer Introducing Composer 2 @function CSS at-rule A tale of two browsers Google's Prompt API SponsorsNotionWrite custom tools for Notion Agents that generate assets, query live data, and hit any API. Listen for incoming webhooks from any app, then run workflows with Notion Agents, pages, databases, and external APIs. All of this, on a hosted runtime. Workers are isolated sandboxes managed by Notion, so the code behind your syncs, tools, and workflows runs on our infra instead of your servers.
On this episode of Christopher Lochhead: Follow Your Different, we welcome back Ray Wang, Chairman and CEO of Constellation Research, and widely regarded as one of the most insightful technology analysts in the world. In a recent conversation with Christopher Lochhead, Ray Wang shared his unfiltered perspective on the biggest developments shaping the technology landscape today. From the historic SpaceX IPO to the transformative acquisition of Cursor, Ray Wang offered sharp analysis that cuts through the noise and gets to what actually matters for businesses and investors navigating an AI-driven world. The conversation covered topics that most analysts are still catching up on, including why knowledge workers need to rethink their value, what Data Inc companies actually are, and why the context layer above large language models may be the most important competitive battleground of the next decade. What makes Ray Wang’s perspective so valuable is not just his breadth of knowledge but his ability to synthesize experience into wisdom, which is precisely the distinction he draws when talking about why AI cannot replace truly seasoned professionals. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go. Ray Wang on AI, Knowledge Work, and the Commoditization of Expertise Ray Wang makes a clear and compelling distinction between knowledge and wisdom. He argues that knowledge has become a commodity, but wisdom, the ability to take insights and turn them into meaningful action, remains deeply human and increasingly valuable. As AI automates deterministic, repetitive tasks, what rises in importance is judgment, the capacity to learn from failure and connect dots in ways that no model trained exclusively on successful outcomes can replicate. This reframing is critical for anyone worried about AI displacing their career. Ray Wang points out that AI systems today learn only from success, with no real failure database informing their outputs. That gap is where experienced professionals earn their keep. Businesses are increasingly paying for people who have lived through cycles of failure and recovery, not simply those who can recite information retrieved from a search index. The SpaceX IPO and What Ray Wang Says It Means for the Future of Markets Ray Wang describes the SpaceX IPO as a completely new playbook, one that flipped conventional wisdom about how public offerings should be structured. Rather than allocating the vast majority of shares to institutional investors through a traditional roadshow, SpaceX directed somewhere between 20 and 30 percent of the offering toward retail investors. Ray Wang sees this as Elon Musk rewarding the individual investors who stayed loyal through years of volatility, particularly the Tesla shareholders who held on despite relentless short-selling pressure. Beyond the allocation strategy, Ray Wang highlights how Musk essentially told the markets to take it or leave it at a fixed price, bypassing the typical price-discovery process. The Nasdaq inclusion guaranteed a floor without needing the traditional green shoe option to do the heavy lifting. Ray Wang believes this model could influence how future high-profile tech companies, including OpenAI and Anthropic, approach their own public offerings, fundamentally shifting leverage away from Wall Street banks and toward founders and retail participants. Ray Wang Explains Data Inc Companies and the Context Layer That Defines AI Competitive Advantage Ray Wang has been developing a framework he calls the Data Inc company, a concept centered on the idea that businesses that treat data as their primary asset, combined with strong distribution, will dominate the AI era. According to Ray Wang, unique data sets that no competitor can access or replicate are the foundation of next-generation competitive moats. Companies that fail to own their data and build derivative products from it will find themselves structurally disadvantaged as AI capabilities become more broadly available. Taking that framework one step further, Ray Wang agrees that the real battleground is not the large language model itself but the contextual layer that sits above it. This semantic and contextual wrapper, built from proprietary data and accumulated organizational knowledge, is what gives AI outputs meaning and reduces hallucinations. Swapping out one LLM for another becomes straightforward when this context layer is robust, much like swapping one database for another in a well-architected system. Ray Wang adds one more dimension that elevates the entire conversation: persistent memory. The ability for AI systems to retain learnings across interactions and pass that accumulated intelligence to downstream systems is, in his view, the true home run of enterprise AI. Decision velocity, powered by a rich contextual layer and persistent memory, is what separates companies that merely adopt AI from those that build genuine exponential advantage from it. To hear more from Ray Wang and his thoughts about the Future of Tech, download and listen to this episode. Bio R “Ray” Wang (pronounced WAHNG) is the Founder, Chairman, and Principal Analyst of Silicon Valley based Constellation Research Inc. He co-hosts DisrupTV, a weekly enterprise tech and leadership webcast that averages 50,000 views per episode and authors a business strategy and technology blog that has received millions of page views per month. Wang also serves as a non-resident Senior Fellow at The Atlantic Council's GeoTech Center. Since 2003, Ray has delivered thousands of live and virtual keynotes around the world that are inspiring and legendary. Wang has spoken at almost every major tech conference. His ground-breaking bestselling book on digital transformation, Disrupting Digital Business, was published by Harvard Business Review Press in 2015. Ray's new book about Digital Giants and the future of business titled, Everybody Wants to Rule the World will be released July 2021 by Harper Collins Leadership. Ray Wang is well quoted and frequently interviewed in media outlets such as the Wall Street Journal, Fox Business News, CNBC, Yahoo Finance, Cheddar, CGTN America, Bloomberg, Tech Crunch, ZDNet, Forbes, and Fortune. He is one of the top technology analysts in the world. Links Follow Ray Wang! Website | Twitter | LinkedIn | Constellation Research | DisrupTV We hope you enjoyed this episode of Christopher Lochhead: Follow Your Different™! Christopher loves hearing from his listeners. Feel free to email him, connect on Facebook, X (formerly Twitter), Instagram, and subscribe on Apple Podcast / Spotify!
My guest today is Vlad Barbalat, the Chief Investment Officer of Liberty Mutual Investments, the $120 billion investment platform that sits within one of the largest insurance companies in the world. Vlad grew up in Soviet Moldova, came to America in 1990, and built a career that eventually led him to one of the most distinctive capital allocator seats anywhere in finance. Today we talk about how the mutual insurance structure creates a unique investment platform, what Liberty looks for in a new deal or partner, and what it means to build a career and a life in a country that gave you opportunities you never would have had anywhere else. Please enjoy my conversation with Vlad Barbalat. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to vanta.com/invest. ----- WorkOS is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ridgeline.ai. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:00:53) Vlad Barbalat (00:01:28) The Most Interesting Seat in the Market (00:05:53) Breaking Down the $120B (00:10:41) How the Portfolio Is Constructed (00:11:00) The House View (00:13:49) What Liberty Looks for in a GP (00:16:32) Why Not Just Buy Bonds (00:18:30) Benefits of the Mutual Structure (00:23:40) The Luxury of the American Citizen Through Immigrant Eyes (00:30:26) How Immigration Shaped His Worldview (00:32:45) Direct Deals vs. GP Allocations (00:35:23) Branded Capital (00:39:07) Geopolitics & Investing (00:43:48) AI's Impact on Investing (00:46:22) The Valuation Debate (00:50:47) Public vs. Private Markets (00:53:53) Lessons from Goldman (00:54:41) Why Excellence Matters (00:57:30) Managing Permanent Capital (01:03:54) The Kindest Thing
Kara and Scott unpack the backlash to Trump's Iran deal, and the symbolism of the algae bloom in the Lincoln Memorial's Reflecting Pool. Plus, SpaceX passes Amazon in its first week as a public company, acquires Cursor, and kicks off an AI IPO frenzy. Then, Snap's pricey new smart glasses. Watch this episode on the Pivot YouTube channel.Follow us on Instagram and Threads at @pivotpodcastofficial.Follow us on Bluesky at @pivotpod.bsky.socialFollow us on TikTok at @pivotpodcast.Send us your questions by calling us at 855-51-PIVOT, or email pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
The AI hype train keeps shedding wheels this week. KPMG managed to publish a report about the transformative power of AI that was apparently riddled with hallucinations, fake citations, and imaginary products, proving once again that asking a stochastic parrot to do your homework is not a substitute for actual research. Meanwhile, Americans are using AI faster than ever while trusting it less than ever, OpenAI somehow turned $13 billion in revenue into losses that would make a dot-com CFO blush, and Silicon Valley CEOs have quietly stopped promising to replace all workers with AI. Not because they've changed their minds, mind you, just because they discovered that telling employees they're obsolete is terrible for morale and stock prices. Add in protests dogging Google CEO Sundar Pichai, Meta employees revolting against soul-crushing AI evaluation work, and the message is clear: the future is here, and everyone involved seems miserable.We then return to one of the founding principles of Grumpy Old Geeks: never build your house on somebody else's land. Anthropic learned that lesson the hard way when its AI models reportedly got caught in a geopolitical and regulatory tug-of-war involving Amazon, the U.S. government, and national security concerns. World leaders are now openly questioning whether American AI platforms can be trusted if access can be revoked overnight. The same platform-risk story pops up again as Meta launches AI-powered search across Facebook's oceans of questionable user-generated content. Remember kids: when you pitch your tent in someone else's backyard, don't act shocked when they turn on the sprinklers.From the Injustice Files, the hits keep coming. The Atlantic revealed the staggering scale of copyrighted music used to train AI systems, Hollywood inches closer to becoming a monopoly-themed amusement park, and the DOJ is backing xAI in a pollution lawsuit while reports emerge that Grok-assisted systems played a role in military operations. Elon keeps collecting legal losses, SpaceX buys Cursor for an eye-watering $60 billion, and Trump is threatening French wine over tech taxes while simultaneously promoting crypto through a UFC event at the White House. We wrap with Britain banning social media for kids under 16, hackers stealing entire Roblox games, Fox buying Roku, the return of human narrators at Blinkist, a gloriously anti-social-media flip phone from Commodore, and a reminder that Star Trek: Strange New Worlds is still one of the few things keeping the future worth looking forward to.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.Shopify - Sign up for your one-dollar-per-month trial today at Shopify.com/grumpyPrivate Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/751Watch on YouTube at https://youtu.be/iRrbNdVw-pMSHOW NOTESA report on the benefits of AI was reportedly full of AI hallucinationsJust 16% of Americans Believe AI Will Positively Impact Society, Pew Poll FindsExclusive: OpenAI Losses Increased Nearly 8X in 2025, With Spending Hitting $34 BillionThe CEOs are No Longer (Publicly) Threatening to Replace Humans With AISundar Pichai faces boos, walkout at Stanford graduation ceremony over Google's Israel, ICE ties‘Tell Him He's a Piece of Shit': Meta's New AI Unit Is a Total MessAnthropic becomes a cautionary sovereign-AI fableAnthropic Says It's Taking Claude Fable 5 Offline to Comply With US Government OrderCyber experts warn Fable limits aid attackers and hurt defendersAmazon Triggered Claude Fable 5 Shutdown: Investor, Cloud Host, Now RegulatorWorld leaders want American AI. They just don't want America to be able to turn it off.Meta's new ‘AI Mode' on Facebook pulls from public info across its platformsInvestigation by The Atlantic reveals many millions of songs used for AI music trainingJustice Department Decision to Allow Paramount Deal Surprised Staff InvestigatorsJustice Department backs xAI in NAACP lawsuit over data center pollutionPentagon used Elon Musk's Grok AI to fire 2,000 missiles at Iran, official saysxAI's lawsuit accusing OpenAI of stealing trade secrets has been thrown outSpaceX to acquire Cursor for $60B in stock, days after blockbuster IPOTrump threatens 100 percent tariff on France's wine industry over its tech taxUFC to pay White House fighters in crypto issued by Trump companyUK will ban social media for children under 16Hackers Are Hijacking Entire Roblox Games NowFox is buying Roku for $22 billionApple TV renews comedy horror Widow's Bay for a second seasonDownton Abbey: A New EraDownton Abbey: The Grand FinaleDisclosure DayShrek 5 | Official Teaser TrailerRIDICULOUS - 2026 Special - Trailer #1 - Louis C.K.Star Trek: Strange New Worlds | Season 4 Official TrailerCommodore made a social media-banishing flip phoneSnap's Stock Plunges the Moment It Reveals Its Comically Gigantic AR GlassesSo Good They Can't Ignore You by Cal NewportCreator Capitalist by the Category PiratesTrackalotBlinkist pulls back on AI narratorsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.