Podcasts about Datadog

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen Absturz bei Nvidia, einen Rebound bei Software und eine Wende im Warner Brothers Drama. Außerdem geht es um Atlassian, Zscaler, Datadog, Applovin, Crowdstrike, Workday, Salesforce, Opendoor, Intuitive Machines, Carvana, IonQ, Rigetti, Netflix, Paramount Skydance, Allianz, Deutsche Telekom, Münchener Rück (Munich Re), Scout24, Heidelberg Materials, Deutsche Börse, Kion, Hensoldt, Puma, Block (Square), WiseTech, Amazon, Nike, Verizon, Papa Johns, Pinterest, Autodesk, Ebay, UPS, Hypoport, Xtrackers MSCI World Industrials ETF (WKN: A113FN), Amundi S&P World Industrials Screened ETF (WKN: A3DSTE), iShares MSCI Europe Industrials Sector ETF (WKN: A2QBZ6), iShares S&P 500 Industrials Sector ETF (WKN: A142N0). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Today we sit down with Doug May, SVP of Productivity at Harness, to discuss one of the most critical yet overlooked aspects of a healthy organization: Sales Productivity. Doug has had an illustrious career at elite organizations including Datadog and Databricks, and he brings that expertise to Harness, where he has cut ramp time in half and increased per-rep contribution by 43%. We explore the "F1 engineering team" analogy of GTM support, why productivity metrics are the ultimate indicator of a company's health, and the specific questions every candidate should ask to de-risk their next career move.

Le Recruiting Operations (ou RecOps pour les intimes), ça peut vite sembler un peu obscur. Que fait-il exactement ?Process ? Outils ? Data ? Compliance ? Sécurité ? Onboarding ? Spoiler : c'est tout ça à la fois. Et même bien plus encore.Alors pour y voir un peu plus clair, j'ai décidé de dédier une série d'épisode à ce sujet. Et on commence avec Chloé Morisson, Program Manager Recruiting Operations chez Datadog. Recruteuse repentie devenue architecte de l'écosystème recrutement, Chloé est ultra-pragmatique, et surtout très lucide sur ce qui fait (vraiment) tourner une équipe recrutement dans la durée.Alors au programme de cet échange :

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos Spotify freut sich über mehr Nutzer als gedacht. Coca-Cola freut sich über mehr Absatz. Datadog mag KI. Alibaba macht neue KI. Cintas will UniFirst kaufen. Ferraris kosten über 470.000 €. Hasbro setzt auf Harry Potter. Prediction-Market Kalshi hat Super-Bowl-Rekord. Gucci-Mutter Kering (WKN: 851223) ist im wichtigen Weihnachtsquartal geschrumpft. Trotzdem war die Aktie gestern um die 10% im Plus. Erstens: Die Zahlen waren nicht so schlecht wie befürchtet. Zweitens: Alle hoffen auf den neuen CEO Luca de Meo. Canon (WKN: 853055) war 2025 auf dem Online-Marktplatz StockX beliebt ohne Ende, gerade bei der Gen Z. Kann die Aktie davon profitieren? Diesen Podcast vom 11.02.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

In today's episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Toby Bordelon to break down earnings from three of the most volatile Rule-Breaking stocks out there. They discuss: - How Spotify continues to convert free to paid users, and how monetization efforts are evolving in a more cost-conscious environment - Whether or not DataDog's usage-based business model is under threat as software companies see pullbacks across the board - Ferrari's attempt to reassure investors that it has growth left in it, even as its EV ambitions evolve Companies discussed: SPOT, DDOG, RACE Host: Emily Flippen, Jason Hall, Toby Bordelon Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

A busy morning of when it comes to earnings:Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with two of them - Coca-Cola & Marriott... The CEOs of both companies joined the team with their read on the consumer, the numbers, and more. Plus: why Evercore still sees a higher S&P ahead - despite growing AI debt concerns - with the firm's Head of Equity Strategy. Also in focus: all the earnings names you should be watching here, from Astrazeneca to Datadog to Spotify - and David's new reporting on Paramount's enhanced offer to buy Warner Brothers Discovery.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

European bourses are mostly firmer, US equity futures are flat/incrementally higher.DXY is flat awaiting Retail Sales/ECI, JPY bid alongside JGB stabilisation whilst NOK gains post-inflation.Fixed rebounds from Monday's pressure into data & supply; Gilts outperform as PM Starmer pushed back on calls to resign.WTI and Brent mildly lower, XAU remains above USD 5k/oz; Copper muted heading into Chinese festive period.Looking ahead, highlights include US NFIB (Jan), Weekly ADP, ECI (Q4), Retail Sales (Dec) & EIA STEO. Speakers include Fed's Hammack & Logan, Supply from the US. Earnings from Coca-Cola, S&P, Gilead, Robinhood, Welltower, Datadog, Ford, AIG, Xylem.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were mostly higher as the region took impetus from the gains on Wall Street, where the S&P 500 approached closer towards its record levels, and the Nasdaq outperformed as the tech rebound persisted.US President Trump and Chinese President Xi's summit is reportedly set for the first week of April, POLITICO reported, but the White House later clarified that the Trump-Xi meeting has not been finalised.The EU is reportedly readying options to give Ukraine gradual membership rights and is preparing a series of options to embed Ukraine's membership in a future peace deal.UK PM Starmer told Labour MPs that he is "not prepared to walk away" from power or "plunge us into chaos" as previous prime ministers have done.European equity futures indicate a slightly lower cash market open with Euro Stoxx 50 futures down 0.1% after the cash market closed with gains of 1.0% on Monday.Looking ahead, highlights include Norwegian CPI (Jan), US NFIB (Jan), Weekly ADP, ECI (Q4), Retail Sales (Dec) & EIA STEO. Speakers include Fed's Hammack & Logan, Supply from the Netherlands, UK, Germany & US. Earnings from Coca-Cola, S&P, Gilead, Robinhood, Welltower, Duke Energy, Datadog, Ford, AIG, Xylem, Spotify, AstraZeneca, BP, Barclays, Ferrari and Mediobanca.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

MrBeast Industries kauft die Gen-Z-Banking-App Step Mobile – ist das die Zukunft der Influencer-Monetarisierung? Amazon baut einen KI-Content-Marketplace, um Publisher am Leben zu halten. Die EU warnt Meta: WhatsApp darf keine Chatbot-Konkurrenten mehr blockieren. OpenAI feiert 10% Wachstum im Januar. Der Software-Ausverkauf trennt Spreu vom Weizen: Monday.com verliert 20%, Datadog gewinnt 15%. Spotify überrascht mit starken Zahlen. Frank Thelen behauptet in einem Podcast, er hätte "oft 1000x" mit Investments gemacht. Die USA wollen MAGA-nahe Think Tanks und NGOs in Europa finanzieren. Die Trump-Familie hat bereits 1,4 Milliarden Dollar aus World Liberty Financial gezogen. Und Taiwan-Chips werden von US-Zöllen ausgenommen. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:03:06) MrBeast kauft Step Mobile Banking App (00:06:04) Influencer-Monetarisierung: Infrastruktur statt Merch (00:11:56) Amazon baut KI-Content-Marketplace (00:14:49) EU warnt Meta: WhatsApp blockiert Chatbots (00:18:02) OpenAI feiert 10% Januar-Wachstum (00:21:06) Monday.com Earnings (00:38:13) Datadog Earnings (00:39:14) Spotify Earnings (00:42:06) Frank Thelen: Die 1000x-Lüge im Faktencheck (00:54:11) USA finanzieren MAGA-NGOs in Europa (01:00:42) Eric Schmidt datet Söder-Tochter (01:05:20) Krypto: Tether & World Liberty Financial (01:16:30) Taiwan-Chips von US-Zöllen ausgenommen Shownotes MrBeast's Beast Industries to Buy Gen Z–Focused Banking App - theinformation.com Amazon Discusses AI Content Marketplace With Publishers - theinformation.com Update: ChatGPT & Google dropped Grokipedia. - linkedin.com Sam Altman lobt ChatGPTs Wachstum bei OpenAI's $100 Milliarden Finanzierung. - cnbc.com Meta von EU aufgefordert, WhatsApp für Rivalen zu öffnen. - bloomberg.com Monday.com drops 21% as AI disruption fears mount in software - cnbc.com Datadog ist heute Spitzenreiter im S&P 500. - barrons.com Spotify pops 16% on strong user growth, earnings beat - cnbc.com {ungeskriptet} Frank Thelen Podcast - open.spotify.com US government to fund Maga-aligned think-tanks and charities in Europe - ft.com Krypto-Riese Tether half Türkei bei Milliardenschlag gegen Betrug. - bloomberg.com Eine Generation regiert, die nächste profitiert von Krypto. - wsj.com US Tarifs chips Ausnahme - ft.com

Tim Berglund talks to Richie Artoul (WarpStream/Confluent) about his career in data infrastructure. Richie's first job: working at Howie's Game Shack, a walk‑in LAN gaming cafe. His challenge: working at Datadog on a new log storage system.SEASON 2 Hosted by Tim Berglund, Adi Polak and Viktor Gamov Produced and Edited by Noelle Gallagher, Peter Furia and Nurie Mohamed Music by Coastal Kites Artwork by Phil Vo

#335: Observability tools have exploded in recent years, but most come with a familiar tradeoff: either pay steep cloud vendor markups or spend weeks building custom dashboards from scratch. Coroot takes a different path as a self-hosted, open source observability platform that prioritizes simplicity over flexibility. Using eBPF technology, Coroot automatically instruments applications without requiring code changes or complex configuration, delivering what co-founder Peter Zaitsev calls opinionated observability—a philosophy of less is more that aims to reduce cognitive overload rather than drowning users in endless metrics and dashboards. The conversation explores how Coroot differentiates itself in a crowded market with over a hundred observability vendors. Rather than competing head-to-head with cloud giants like Datadog and Dynatrace, Coroot focuses on developers who need answers fast without building elaborate monitoring systems. The platform combines systematic root cause analysis with AI-powered recommendations, using deterministic methods to trace how errors propagate through microservices before handing off to LLMs for actionable fix suggestions. Darin and Viktor dig into Coroot's business model with Peter, examining why the company chose Apache 2.0 licensing instead of more restrictive options, and how staying bootstrapped with minimal angel funding allows them to play the long game without pressure to chase every hype cycle.   Peter's contact information: X: https://x.com/PeterZaitsev Bluesky: https://bsky.app/profile/peterzaitsev.bsky.social LinkedIn: https://www.linkedin.com/in/peterzaitsev/   YouTube channel: https://youtube.com/devopsparadox   Review the podcast on Apple Podcasts: https://www.devopsparadox.com/review-podcast/   Slack: https://www.devopsparadox.com/slack/   Connect with us at: https://www.devopsparadox.com/contact/

The future of reliability is not one tool. It is a team of agents working together. At AWS re:Invent, I had a chat with Francois Martel, Field CTO at NeuBird.ai, to talk about how AI is changing the way developers and SREs handle reliability in the real world.Here are the key takeaways from our conversation-- Coding agents are becoming the front door to AITools like GitHub Copilot and Cursor are getting massive adoption. When paired with NeuBird's Hawkeye agentic SRE server, these agents can jump straight into root cause analysis and even take action to remediate issues-- SREs are a natural fit for agentsSREs already live in the command line and think in scripts. Coding agents are an easy and practical entry point for bringing AI into day to day SRE workflows-- Agent adoption is speeding upWe are past experimentation. Customers are seeing value from early use cases, which is pushing broader and faster adoption of agent based systems-- Enterprise security still mattersFor larger organizations, NeuBird can deploy the agent inside the customer's VPC. The data stays in their environment and the full data path remains under their control-- AWS partnership momentumNeuBird is launching a pay as you go offering on the AWS Marketplace. This makes it one of the first agentic SRE servers you can try without long term commitment and connect to tools like AWS, Datadog, Dynatrace, and GrafanaIf you want to see how agentic SRE works in practice, you can start with the pay as you go option or the two week free trial and pairing it with your favorite coding agent.It was great catching up with François again and seeing how NeuBird is pushing the agentic SRE space forward.#data #ai #awsreinvent #aws #agents #awspartners #copilot #agents #theravitshow

When your website stops working at 3 AM, you need to answer one question fast: Is it my code or is a big cloud provider having problems? Omri Sass from Datadog explains updog.ai, a tool that monitors whether major services like AWS, CloudFlare, and others are actually working. Instead of asking people to report problems like Down Detector does, updog uses real data from thousands of computers to detect when services go down. Omri shares why this took 6 years to build, how they process massive amounts of data with machine learning, and why cloud providers have been strangely upset about these tools existing.About Omri: Omri Sass is a Director of Product Management at Datadog, where he leads and supports a team of 25+ product managers driving initiatives across Bits AI SRE, Data Observability, Service Management, and most recently, the launch of updog.ai. Outside of work, Omri is an avid sci-fi reader, a dedicated yoga practitioner, and happily outmatched by his cat.Show Highlights:(02:12) What is Updog and How Does It Work(03:38) Why Knowing If It's a Global Problem Matters(04:01) The Problem With Testing Every Endpoint Yourself(05:52) How Datadog Discovered EC2 Outages From Their Own Systems(10:38) When AWS Regions Go Down and Cascade Failures(13:13) What Happens When Services Rebuild Completely(16:29) The Most Important Learning During a 3 AM Incident(20:11) Why This Took So Long to Build(23:40) When Datadog Going Down Isn't Critical Path(25:22) How They Picked Which AWS Services to Monitor(27:07) What Comes Next for Updog(30:11) Where to Find Omri and UpdogLinks: Datadog: datadoghq.comOmir's LinkedIn: https://www.linkedin.com/in/omri-sass-65632a14/Sponsored by: duckbillhq.com

Wall Street startet freundlich in den Tag: S&P, Nasdaq und Dow liegen vorbörslich im Plus, der VIX fällt – der Markt wirkt auffallend sorglos. Im Fokus stehen heute EZB-Protokoll, US-Erstanträge (200k erwartet) und später Einkommen & Ausgaben. Breaking: Spirit Airlines verhandelt mit Castlelake über eine mögliche Übernahme als Ausweg aus Chapter 11. Bei den Zahlen: PG und Abbott zeigen ein zähes Umsatzumfeld, GE Aerospace punktet mit Orders und Cashflow – aber Margen bleiben das Thema. Analysten treiben den Tape: Upgrades für Vertex und Datadog, höhere Kursziele u.a. für ASML und Lam Research – während Crocs abgestuft wird. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

In a market dominated by AI narratives and software-driven growth, it's easy to lump technology companies into a single bucket. But a closer look often reveals very different stories beneath the surface. Two companies that highlight this contrast particularly well are Datadog (DDOG) and CoreWeave (CRWV)—both high-quality software businesses, yet operating in entirely different domains and exhibiting sharply different market behavior.

In this finance-focused discussion, we examine three companies that often appear together in conversations about cloud computing and data—but operate in meaningfully different segments of the market: Oracle, Snowflake, and Datadog.

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Steve Koenig goes inside out on the software sector, highlighting growing job opportunities and picking some favorite stocks. He likes Autodesk (ADSK), Zscaler (ZS), and Datadog (DDOG), giving each of them Outperform ratings. George Tsilis brings an example options trade for Datadog. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

From Berkeley robotics and OpenAI's 2017 Dota-era internship to shipping RL breakthroughs on GPT-4o, o1, and o3, and now leading model development at Cursor, Ashvin Nair has done it all. We caught up with Ashvin at NeurIPS 2025 to dig into the inside story of OpenAI's reasoning team (spoiler: it went from a dozen people to 300+), why IOI Gold felt reachable in 2022 but somehow didn't change the world when o1 actually achieved it, how RL doesn't generalize beyond the training distribution (and why that means you need to bring economically useful tasks into distribution by co-designing products and models), the deeper lessons from the RL research era (2017–2022) and why most of it didn't pan out because the community overfitted to benchmarks, how Cursor is uniquely positioned to do continual learning at scale with policy updates every two hours and product-model co-design that keeps engineers in the loop instead of context-switching into ADHD hell, and his bet that the next paradigm shift is continual learning with infinite memory—where models experience something once (a bug, a mistake, a user pattern) and never forget it, storing millions of deployment tokens in weights without overloading capacity.We discuss:* Ashvin's path: Berkeley robotics PhD → OpenAI 2017 intern (Dota era) → o1/o3 reasoning team → Cursor ML lead in three months* Why robotics people are the most grounded at NeurIPS (they work with the real world) and simulation people are the most unhinged (Lex Fridman's take)* The IOI Gold paradox: “If you told me we'd achieve IOI Gold in 2022, I'd assume we could all go on vacation—AI solved, no point working anymore. But life is still the same.”* The RL research era (2017–2022) and why most of it didn't pan out: overfitting to benchmarks, too many implicit knobs to tune, and the community rewarding complex ideas over simple ones that generalize* Inside the o1 origin story: a dozen people, conviction from Ilya and Jakob Pachocki that RL would work, small-scale prototypes producing “surprisingly accurate reasoning traces” on math, and first-principles belief that scaled* The reasoning team grew from ~12 to 300+ people as o1 became a product and safety, tooling, and deployment scaled up* Why Cursor is uniquely positioned for continual learning: policy updates every two hours (online RL on tab), product and ML sitting next to each other, and the entire software engineering workflow (code, logs, debugging, DataDog) living in the product* Composer as the start of product-model co-design: smart enough to use, fast enough to stay in the loop, and built by a 20–25 person ML team with high-taste co-founders who code daily* The next paradigm shift: continual learning with infinite memory—models that experience something once (a bug, a user mistake) and store it in weights forever, learning from millions of deployment tokens without overloading capacity (trillions of pretraining tokens = plenty of room)* Why off-policy RL is unstable (Ashvin's favorite interview question) and why Cursor does two-day work trials instead of whiteboard interviews* The vision: automate software engineering as a process (not just answering prompts), co-design products so the entire workflow (write code, check logs, debug, iterate) is in-distribution for RL, and make models that never make the same mistake twice—Ashvin Nair* Cursor: https://cursor.com* X: https://x.com/ashvinnair_Full Video EpisodeTimestamps00:00:00 Introduction: From Robotics to Cursor via OpenAI00:01:58 The Robotics to LLM Agent Transition: Why Code Won00:09:11 RL Research Winter and Academic Overfitting00:11:45 The Scaling Era and Moving Goalposts: IOI Gold Doesn't Mean AGI00:21:30 OpenAI's Reasoning Journey: From Codex to O100:20:03 The Blip: Thanksgiving 2023 and OpenAI Governance00:22:39 RL for Reasoning: The O-Series Conviction and Scaling00:25:47 O1 to O3: Smooth Internal Progress vs External Hype Cycles00:33:07 Why Cursor: Co-Designing Products and Models for Real Work00:34:14 Composer and the Future: Online Learning Every Two Hours00:35:15 Continual Learning: The Missing Paradigm Shift00:44:00 Hiring at Cursor and Why Off-Policy RL is Unstable Get full access to Latent.Space at www.latent.space/subscribe

From Berkeley robotics and OpenAI's 2017 Dota-era internship to shipping RL breakthroughs on GPT-4o, o1, and o3, and now leading model development at Cursor, Ashvin Nair has done it all. We caught up with Ashvin at NeurIPS 2025 to dig into the inside story of OpenAI's reasoning team (spoiler: it went from a dozen people to 300+), why IOI Gold felt reachable in 2022 but somehow didn't change the world when o1 actually achieved it, how RL doesn't generalize beyond the training distribution (and why that means you need to bring economically useful tasks into distribution by co-designing products and models), the deeper lessons from the RL research era (2017–2022) and why most of it didn't pan out because the community overfitted to benchmarks, how Cursor is uniquely positioned to do continual learning at scale with policy updates every two hours and product-model co-design that keeps engineers in the loop instead of context-switching into ADHD hell, and his bet that the next paradigm shift is continual learning with infinite memory—where models experience something once (a bug, a mistake, a user pattern) and never forget it, storing millions of deployment tokens in weights without overloading capacity. We discuss: Ashvin's path: Berkeley robotics PhD → OpenAI 2017 intern (Dota era) → o1/o3 reasoning team → Cursor ML lead in three months Why robotics people are the most grounded at NeurIPS (they work with the real world) and simulation people are the most unhinged (Lex Fridman's take) The IOI Gold paradox: "If you told me we'd achieve IOI Gold in 2022, I'd assume we could all go on vacation—AI solved, no point working anymore. But life is still the same." The RL research era (2017–2022) and why most of it didn't pan out: overfitting to benchmarks, too many implicit knobs to tune, and the community rewarding complex ideas over simple ones that generalize Inside the o1 origin story: a dozen people, conviction from Ilya and Jakob Pachocki that RL would work, small-scale prototypes producing "surprisingly accurate reasoning traces" on math, and first-principles belief that scaled The reasoning team grew from ~12 to 300+ people as o1 became a product and safety, tooling, and deployment scaled up Why Cursor is uniquely positioned for continual learning: policy updates every two hours (online RL on tab), product and ML sitting next to each other, and the entire software engineering workflow (code, logs, debugging, DataDog) living in the product Composer as the start of product-model co-design: smart enough to use, fast enough to stay in the loop, and built by a 20–25 person ML team with high-taste co-founders who code daily The next paradigm shift: continual learning with infinite memory—models that experience something once (a bug, a user mistake) and store it in weights forever, learning from millions of deployment tokens without overloading capacity (trillions of pretraining tokens = plenty of room) Why off-policy RL is unstable (Ashvin's favorite interview question) and why Cursor does two-day work trials instead of whiteboard interviews The vision: automate software engineering as a process (not just answering prompts), co-design products so the entire workflow (write code, check logs, debug, iterate) is in-distribution for RL, and make models that never make the same mistake twice — Ashvin Nair Cursor: https://cursor.com X: https://x.com/ashvinnair_ Chapters 00:00:00 Introduction: From Robotics to Cursor via OpenAI 00:01:58 The Robotics to LLM Agent Transition: Why Code Won 00:09:11 RL Research Winter and Academic Overfitting 00:11:45 The Scaling Era and Moving Goalposts: IOI Gold Doesn't Mean AGI 00:21:30 OpenAI's Reasoning Journey: From Codex to O1 00:20:03 The Blip: Thanksgiving 2023 and OpenAI Governance 00:22:39 RL for Reasoning: The O-Series Conviction and Scaling 00:25:47 O1 to O3: Smooth Internal Progress vs External Hype Cycles 00:33:07 Why Cursor: Co-Designing Products and Models for Real Work 00:34:14 Composer and the Future: Online Learning Every Two Hours 00:35:15 Continual Learning: The Missing Paradigm Shift 00:44:00 Hiring at Cursor and Why Off-Policy RL is Unstable

All government agencies face the challenge of achieving ambitious IT modernization goals while juggling limited resources and seemingly endless needs.  This week on Feds At the Edge, experts explore practical strategies to make modernization both achievable and cost-effective.  Christine Maii Sakuda, State Chief Information Officer (CIO) and administrator of the Office of Enterprise Technology Services for Hawaii, shares how a dedicated change management advocate and early practitioner engagement can transform digital initiatives, emphasizing that investing in people upfront leads to smoother, more efficient transitions. And Abe Rosloff, Senior Sales Engineer at Datadog, adds that not every system needs to be included in a transition. Understanding priorities, cataloging applications, and involving the team early are key steps to achieving cost-effective modernization.   Tune in on your favorite podcast platform to hear actionable insights that can help your agency modernize IT without breaking the budget.               

Alexander Embiricos leads product on Codex, OpenAI's powerful coding agent, which has grown 20x since August and now serves trillions of tokens weekly. Before joining OpenAI, Alexander spent five years building a pair programming product for engineers. He now works at the frontier of AI-led software development, building what he describes as a software engineering teammate—an AI agent designed to participate across the entire development lifecycle.We discuss:1. Why Codex has grown 20x since launch and what product decisions unlocked this growth2. How OpenAI built the Sora Android app in just 18 days using Codex3. Why the real bottleneck to AGI-level productivity isn't model capability—it's human typing speed4. The vision of AI as a proactive teammate, not just a tool you prompt5. The bottleneck shifting from building to reviewing AI-generated work6. Why coding will be a core competency for every AI agent—because writing code is how agents use computers best—Brought to you by:WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUs: https://workos.com/lennyFin—The #1 AI agent for customer service: https://fin.ai/lennyJira Product Discovery—Confidence to build the right thing: https://atlassian.com/lenny/?utm_source=lennypodcast&utm_medium=paid-audio&utm_campaign=fy24q1-jpd-imc—Transcript: https://www.lennysnewsletter.com/p/why-humans-are-ais-biggest-bottleneck—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/180365355/my-biggest-takeaways-from-this-conversation—Where to find Alexander Embiricos:• X: https://x.com/embirico• LinkedIn: https://www.linkedin.com/in/embirico—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Alexander Embiricos (05:13) The speed and ambition at OpenAI(11:34) Codex: OpenAI's coding agent(15:43) Codex's explosive growth(24:59) The future of AI and coding agents(33:11) The impact of AI on engineering(44:08) How Codex has impacted the way PMs operate(45:40) Throwaway code and ubiquitous coding(47:10) Shipping the Sora Android app(49:01) Building the Atlas browser(53:34) Codex's impact on productivity(55:35) Measuring progress on Codex(58:09) Why they are building a web browser(01:01:58) Non-engineering use cases for Codex(01:02:53) Codex's capabilities(01:04:49) Tips for getting started with Codex(01:05:37) Skills to lean into in the AI age(01:10:36) How far are we from a human version of AI?(01:13:31) Hiring and team growth at Codex(01:15:47) Lightning round and final thoughts—Referenced:• OpenAI: https://openai.com• Codex: https://openai.com/codex• Inside ChatGPT: The fastest-growing product in history | Nick Turley (Head of ChatGPT at OpenAI): https://www.lennysnewsletter.com/p/inside-chatgpt-nick-turley• Dropbox: http://dropbox.com• Datadog: https://www.datadoghq.com• Andrej Karpathy on X: https://x.com/karpathy• The rise of Cursor: The $300M ARR AI tool that engineers can't stop using | Michael Truell (co-founder and CEO): https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell• Atlas: https://openai.com/index/introducing-chatgpt-atlas• How Block is becoming the most AI-native enterprise in the world | Dhanji R. Prasanna: https://www.lennysnewsletter.com/p/how-block-is-becoming-the-most-ai-native• Goose: https://block.xyz/inside/block-open-source-introduces-codename-goose• Lessons on building product sense, navigating AI, optimizing the first mile, and making it through the messy middle | Scott Belsky (Adobe, Behance): https://www.lennysnewsletter.com/p/lessons-on-building-product-sense• Sora Android app: https://play.google.com/store/apps/details?id=com.openai.sora&hl=en_US&pli=1• The OpenAI Podcast—ChatGPT Atlas and the next era of web browsing: https://www.youtube.com/watch?v=WdbgNC80PMw&list=PLOXw6I10VTv9GAOCZjUAAkSVyW2cDXs4u&index=2• How to measure AI developer productivity in 2025 | Nicole Forsgren: https://www.lennysnewsletter.com/p/how-to-measure-ai-developer-productivity• Compiling: https://3d.xkcd.com/303• Jujutsu Kaisen on Netflix: https://www.netflix.com/title/81278456• Tesla: https://www.tesla.com• Radical Candor: From theory to practice with author Kim Scott: https://www.lennysnewsletter.com/p/radical-candor-from-theory-to-practice• Andreas Embirikos: https://en.wikipedia.org/wiki/Andreas_Embirikos• George Embiricos: https://en.wikipedia.org/wiki/George_Embiricos: https://en.wikipedia.org/wiki/George_Embiricos—Recommended books:• Culture series: https://www.amazon.com/dp/B07WLZZ9WV• The Lord of the Rings: https://www.amazon.com/Lord-Rings-J-R-R-Tolkien/dp/0544003411• A Fire Upon the Deep (Zones of Thought series Book 1): https://www.amazon.com/Fire-Upon-Deep-Zones-Thought/dp/1250237750• Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity: https://www.amazon.com/Radical-Candor-Kick-Ass-Without-Humanity/dp/1250103509—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

SQLite is embedded everywhere - phones, browsers, IoT devices. It's reliable, battle-tested, and feature-rich. But what if you want concurrent writes? Or CDC for streaming changes? Or vector indexes for AI workloads? The SQLite codebase isn't accepting new contributors, and the test suite that makes it so reliable is proprietary. So how do you evolve an embedded database that's effectively frozen?Glauber Costa spent a decade contributing to the Linux kernel at Red Hat, then helped build Scylla, a high-performance rewrite of Cassandra. Now he's applying those lessons to SQLite. After initially forking SQLite (which produced a working business but failed to attract contributors), his team is taking the bolder path: a complete rewrite in Rust called Turso. The project already has features SQLite lacks - vector search, CDC, browser-native async operation - and is using deterministic simulation testing (inspired by TigerBeetle) to match SQLite's legendary reliability without access to its test suite.The conversation covers why rewrites attract contributors where forks don't, how the Linux kernel maintains quality with thousands of contributors, why Pekka's "pet project" jumped from 32 to 64 contributors in a month, and what it takes to build concurrent writes into an embedded database from scratch.--Support Developer Voices on Patreon: https://patreon.com/DeveloperVoicesSupport Developer Voices on YouTube: https://www.youtube.com/@DeveloperVoices/joinTurso: https://turso.tech/Turso GitHub: https://github.com/tursodatabase/tursolibSQL (SQLite fork): https://github.com/tursodatabase/libsqlSQLite: https://www.sqlite.org/Rust: https://rust-lang.org/ScyllaDB (Cassandra rewrite): https://www.scylladb.com/Apache Cassandra: https://cassandra.apache.org/DuckDB (analytical embedded database): https://duckdb.org/MotherDuck (DuckDB cloud): https://motherduck.com/dqlite (Canonical distributed SQLite): https://canonical.com/dqliteTigerBeetle (deterministic simulation testing): https://tigerbeetle.com/Redpanda (Kafka alternative): https://www.redpanda.com/Linux Kernel: https://kernel.org/Datadog: https://www.datadoghq.com/Glauber Costa on X: https://x.com/glcstGlauber Costa on GitHub: https://github.com/glommerKris on Bluesky: https://bsky.app/profile/krisajenkins.bsky.socialKris on Mastodon: http://mastodon.social/@krisajenkinsKris on LinkedIn: https://www.linkedin.com/in/krisjenkins/--0:00 Intro3:16 Ten Years Contributing to the Linux Kernel15:17 From Linux to Startups: OSv and Scylla26:23 Lessons from Scylla: The Power of Ecosystem Compatibility33:00 Why SQLite Needs More37:41 Open Source But Not Open Contribution48:04 Why a Rewrite Attracted Contributors When a Fork Didn't57:22 How Deterministic Simulation Testing Works1:06:17 70% of SQLite in Six Months1:12:12 Features Beyond SQLite: Vector Search, CDC, and Browser Support1:19:15 The Challenge of Adding Concurrent Writes1:25:05 Building a Self-Sustaining Open Source Community1:30:09 Where Does Turso Fit Against DuckDB?1:41:00 Could Turso Compete with Postgres?1:46:21 How Do You Avoid a Toxic Community Culture?1:50:32 Outro

Is it time to look past the AI bubble and focus on the infrastructure actually securing it? Today, we're pivoting to a top secular growth trend: Cybersecurity.With the industry projected to grow 12% annually and hit $215 billion in spending by 2025, Palo Alto Networks (PANW) is making aggressive moves to dominate the landscape. We discuss their M&A strategy—including the purchase of Chronosphere and the pending CyberArk deal—and what this means for their entry into the cloud observability market against competitors like Datadog and Dynatrace.In this video, we cover:-- AI-Native Security: Why AI agents and cloud workloads are driving the next wave of IT spending.--The Financials: a breakdown of PANW's cash pile, revenue acceleration, and rising stock-based compensation.-- Valuation Check: With the stock trading around 30-33x Free Cash Flow, is Palo Alto Networks a buy, a hold, or just fair value?.We analyze whether this cybersecurity giant can execute on its "platformization" strategy and if the recent sell-off offers a prime entry point for investors.Tickers mentioned: PANW,CYBR,DT,DDOG#PaloAltoNetworks #Cybersecurity #StockMarket #Investing #PANW #CloudSecurity #AIStocksJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipCharts & Data provided by fiscal.ai. Get 25% off any paid plan (Nov 26 - Dec 1) using our link: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Nick and Kasey own shares of Palo Alto Networks

Jyoti Bansal is the co-founder and CEO of Harness, the software delivery platform used by thousands of engineering teams, and previously founded AppDynamics, which he led from inception to a multibillion-dollar acquisition by Cisco. In this episode, Jyoti unpacks what it really takes to move from mid-market to enterprise, why he thinks in terms of “product-market-sales fit,” and how he structures Harness as a collection of “startups within a startup” to launch multiple “best-of-breed” products. In today's episode, we discuss: Why companies get stuck in the mid-market and struggle to move up into enterprise Why Jyoti deliberately lost Netflix as their customer The difference between product-market-sales fit, and product-market-fit How to build a scalable, capacity-driven go-to-market machine (instead of chasing deals) Diagnosing whether you have a product problem or a distribution problem How to hire and evaluate your first head of sales and top sales leaders Why Jyoti sold AppDynamics three days before IPO The “binary differentiator” rule for launching new products into crowded markets Why Harness runs 16 product lines under one roof Where to find Jyoti: LinkedIn: https://www.linkedin.com/in/jyotibansal/ Twitter/X: https://x.com/jyotibansalsf Where to find Brett: LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ Twitter/X: https://twitter.com/brettberson Where to find First Round Capital: Website: https://firstround.com/ First Round Review: https://review.firstround.com/ Twitter/X: https://twitter.com/firstround YouTube: https://www.youtube.com/@FirstRoundCapital This podcast on all platforms: https://review.firstround.com/podcast References: Amazon: https://www.amazon.com/ AppDynamics: https://www.appdynamics.com/ Barclays: https://home.barclays/ BIG Labs: https://www.biglabs.com/ Carlos Delatorre: https://www.linkedin.com/in/cadelatorre/ Charles Schwab: https://www.schwab.com/ Cisco: https://www.cisco.com/ Citi: https://www.citi.com/ Cloudability: https://www.apptio.com/products/cloudability/ Datadog: https://www.datadoghq.com/ Dynatrace: https://www.dynatrace.com/ Harness: https://www.harness.io/ Jeff Bezos: https://x.com/JeffBezos Microsoft: https://www.microsoft.com/ Nasdaq: https://www.nasdaq.com/ Netflix: https://www.netflix.com/ New Relic: https://newrelic.com/ Salesforce: https://www.salesforce.com/ Splunk: https://www.splunk.com/ Traceable: https://www.traceable.ai/ Unusual Ventures: https://www.unusual.vc/ VMware: https://www.vmware.com/ Timestamps: (01:48) Why do companies get stuck in the mid-market? (05:09) Designing a product for enterprise and mid-market (07:19) Why Jyoti lost Netflix as a customer - on purpose (10:18) Becoming a scalable GTM organization (12:32) The real signs of product-market fit (14:04) Have you delivered the value? (15:46) How to hire your first sales team (19:59) The four signs of excellent sales leaders (23:16) How to interview a sales leader (27:51) Where Jyoti developed his commercial taste (29:37) Why early founders need to learn sales (32:02) How AppDynamics began (36:36) Why Jyoti sold three days pre-IPO (41:55) What does a healthy board look like? (44:23) How Jyoti perceives competition (46:18) Why you need a binary differentiator (49:53) How to launch multiple products (52:00) “We need to be best of breed” (57:38) Why PMs are like mini-entrepreneurs (1:00:20) The startup within a startup (1:02:45) A culture of continuous improvement

Andrew Lock is a staff software engineer at Datadog and educator whose contributions to the .NET ecosystem have shaped how developers approach modern web applications.  Located in the UK, Andrew is a Microsoft MVP, Author of ASP.NET Core in Action, and has an active blog all about his experience working with .NET and ASP.NET Core.   Topics of Discussion: [2:56] Andrew talks about appreciating the joy of coding and the minutiae of figuring out the correct way to do things. [3:28] Andrew discusses the various testing frameworks available for .NET, including MS Test, NUnit, XUnit, and TUnit. He explains the history and evolution of these frameworks, noting that XUnit has become the de facto default version. [7:41] Andrew explains his interest in TUnit, a newer testing library that addresses some of the limitations of XUnit. [9:29] TUnit is designed to be fast, supporting parallel execution and native AOT for better performance. [12:16] Is there a way to radically speed up the execution of big test suites? [15:39] Andrew explains the importance of each type of test in providing confidence that the software works as intended. [21:26] Andrew notes that full system tests can provide strong confidence by exercising critical pathways in the application. [29:44] Andrew mentions that tools like Octopus Deploy can be used to automate smoke tests as part of the deployment process. [30:26] Advice to new developers regarding automated testing, and the importance of writing code that is easy to test, and thinking about testing when writing code.   Mentioned in this Episode: Clear Measure Way Architect Forum Software Engineer Forum Andrew Lock "Andrew Lock: Containers in .NET8 - Ep 281" "Andrew Lock: Web Applications in .NET6 - Ep 198" "Updates to Docker images in .NET8"   Want to Learn More? Visit AzureDevOps.Show for show notes and additional episodes.  

Head of Global ABM & Campaigns at Datadog, Kevin Driscoll leads a global team driving pipeline through integrated, data-led programs. With experience at IBM and Anaplan, he blends demand generation, growth marketing, and competitive strategy to unite sales and marketing around impact. His focus on scalable personalization, creative testing, and bridging PLG and SLG motions has made him a leading voice in account-based growth.Watch this episode and learn:How Datadog evolved from PLG to a focused, account-based growth model.Why a “two-hat” ABM structure strengthens GTM alignment.What B2C-style creativity can teach B2B marketers about engagement.How AI enhances research and personalization while keeping ABM human-led.

AGENDA: 04:22 Sequoia's Leadership Transition 09:46 Michael Burry's Big Short on Nvidia and Palantir 17:41 Gamma Raises $100M at a $2BN Valuation 32:34 Does Defensibility Exist Today When Copying is Easy 40:31 Should All Funds Be Way More Diversified 47:12 How to Run a Fundraising Process & What Not To Do 57:57 Datadog Surges 20% and Duolingo Crashes: What Happened    

For years, observability sat quietly in the background of enterprise technology, an operational tool for engineers, something to keep the lights on and costs down. As systems became more intelligent and automated, observability has stepped into a far more strategic role. It now acts as the connective tissue between business intent and technical execution, helping organizations understand not only what is happening inside their systems, but why it's happening and what it means.This shift forms the core of a recent Tech Transformed podcast episode between host Dana Gardner and Pejman Tabassomi, Field CTO for EMEA at Datadog. Together, they explore how observability has changed into what Tabassomi calls the “nervous system of AI”, a framework that allows enterprises to translate complexity into clarity and automation into measurable outcomes.Building AI LiteracyAI models make decisions that can affect everything from customer experiences to financial forecasting. It's important to understand that without observability, those decisions remain obscure.“Visibility into how models behave is crucial,” Tabassomi notes. True observability allows teams to see beyond outputs and into the reasoning of their systems, even if a model is drifting, automation is adapting effectively, and results align with strategic goals. This transparency builds trust. It also ensures accountability, giving organizations the confidence to scale AI responsibly without losing sight of the outcomes that matter most.Observability Observability is not merely about monitoring; it is about decision-making. It provides the insight required to manage complex systems, optimize outcomes, and act with agility. For organizations relying on AI and automation, observability becomes the differentiator between being merely efficient and achieving a sustainable competitive edge. In short, observability is no longer optional; it is central to translating technology into strategy and strategy into advantage.For more insights follow Datadog:X: @datadoghq Instagram: @datadoghq Facebook: facebook.com/datadoghq facebook.comLinkedIn: linkedin.com/company/datadogTakeawaysObservability has evolved from cost efficiency to a strategic role in...

In this segment, Dan Fougere breaks down how Product-Led Growth (PLG) fundamentally changes the traditional sales playbook. Drawing from his experience at Datadog and advising startups, he explains that PLG companies must rethink how they engage prospects—especially when users begin interacting with the product before any formal sales conversation.Dan emphasizes the importance of usage signals—such as downloading the product or reading documentation—as triggers for sales outreach. He also discusses the risk of force-fitting old playbooks into new environments and advocates for a first principles approach: understanding how users buy, how they use the product, and what commercial conversations are relevant at each stage.On this Veterans Day Week, check out one of the charities that's important to Dan.https://www.nplboutdoors.org/The No Person Left Behind Outdoors charity works with combat veterans to provide outdoor experiences to foster camaraderie, promote wellness, and celebrate resilience. They do everything from hiking trips to Kilimanjaro to turkey hunts. Support their important work.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Defender Fridays, LimaCharlie Founder Maxime Lamothe-Brassard talks to Julie Agnes Sparks, Security Engineer at Datadog, about how to maximize logging visibility for effective detection engineering.Julie has a passion for continuous learning, proactively detecting significant security events, and responding effectively. Interests include: diversity & inclusion, privacy, and making technology more accessible.Join the Defender Fridays community, live every Friday, to discuss the dynamic world of information security in a collaborative space with seasoned professionals.Support our show by sharing your favorite episodes with a friend, subscribe, give us a rating or leave a comment on your podcast platform. This podcast is brought to you by LimaCharlie, maker of the SecOps Cloud Platform, infrastructure for SecOps where everything is built API first. Scale with confidence as your business grows. Start today for free at limacharlie.io.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über Erschöpfungstendenzen bei Tech-Titeln, eine krasse Rallye bei DHL und eine nächtliche Warnung für die Autoindustrie. Außerdem geht es um JPMorgan, Goldman Sachs, Rocket Lab, Robinhood, Opendoor, Palantir, Qualcomm, Nvidia, Amazon, Meta, DoorDash, Apple, Alphabet, Take Two Interactive, Airbnb, Expedia, Monster Beverage, Datadog, Fastly, Heidelberg Materials, Commerzbank, Zalando, Deutsche Börse, Hochtief, Lanxess, Peloton, Tesla, Nexperia, Bosch, ZF, Nissan, Hyundai, Virtune Stablecoin Index ETP (WKN: A4AQH5). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Mehr Infos zum Kreditangebot von unserem Partner Scalable Capital findet ihr hier: https://de.scalable.capital/credit. Zalando und DHL liefern, Börse jubelt. Datadog überzeugt. Eli Lilly und Novo Nordisk haben Deal mit Trump. Duolingo will wachsen und nicht profitabel werden, Börse schimpft. Marvell wurde fast gekauft, HelloFresh hat Short-Attacke und Take-Two verschiebt GTA VI wieder. Lemonade (WKN: A2P7Z1) will das OpenAI der Versicherungswelt werden. Klappt das? Quantencomputing-Aktien waren an der Börse in den letzten Monaten Highflyer. Wie funktioniert die Technologie, wie funktioniert der Markt und wie erkennt man vertrauensvolle Firmen? Daniel Volz von Kipu Quantum klärt auf. Diesen Podcast vom 07.11.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

MRKT Matrix - Thursday, November 6th Dow slides 400 points as AI stocks resume their decline, Nasdaq falls 2% (CNBC) Stocks making the biggest moves midday: Brighthouse Financial, Duolingo, Datadog, Snap & more (CNBC) US Companies Announce Most October Job Cuts in Over 20 Years (Bloomberg) Homebuilders Bet on 1% Mortgage Rates to Wake Up US Buyers (Bloomberg) Builders Are Offering Mortgage-Rate Discounts. Home Buyers Aren't Biting. (WSJ) Flight-Cancellation Plans Prompt Scramble Across Travel Industry (WSJ) Why Thanksgiving turkey prices might give shoppers a shock this season (CNBC) Lilly, Novo to Lower Obesity Drug Prices in Deal With Trump (Bloomberg) Sam Altman says OpenAI will top $20 billion in annualized revenue this year, hundreds of billions by 2030 (CNBC) Ford Considers Scrapping Electric Version of F-150 Truck (WSJ) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

In this episode of the Revenue Builders Podcast, our hosts John Kaplan and John McMahon are joined by Dan Fougere, a venture partner at Index Ventures and former CRO of Datadog. Dan shares insights from his extensive sales career, emphasizing the importance of developing adaptive and context-specific sales playbooks. He discusses the evolution of PLG (Product-Led Growth) strategies, the integration of AI in sales processes, and the critical need for continuous learning and adaptability. The episode also touches on Dan's philanthropic efforts, including his involvement with Homes for Our Troops and other charitable initiatives.ADDITIONAL RESOURCESConnect and learn more from Dan Fougere.Connect with Dan on LinkedIn: https://www.linkedin.com/in/danfougere/Support Homes For Our Troops: https://www.hfotusa.orgSupport Imagine Reading: https://imaginereading.com/Support No Person Left Behind Outdoors: https://www.nplboutdoors.orgRead the Guide on Six Critical Priorities for Revenue Leadership in 2026: https://hubs.li/Q03JN74V0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:02:24] Advice for New Sales Leaders[00:02:52] Adapting Sales Playbooks[00:03:27] The Importance of Flexibility in Sales Strategies[00:03:54] Understanding Product-Led Growth (PLG)[00:06:44] Case Study: Datadog's Sales Evolution[00:07:57] Challenges in Scaling Sales Strategies[00:08:51] Building a Sales Organization for the Future[00:12:14] The Role of a CRO in Modern Sales[00:14:48] Adapting to Market Changes[00:26:23] Traits of Effective Sales Leaders[00:34:03] The Tip of the Spear: Leading from the Front[00:34:16] Medallia: Building a Sales Process from Scratch[00:36:58] Profile of a Successful Sales Leader[00:37:47] Recruiting and Building a High-Performance Team[00:39:25] The Importance of High Standards in Hiring[00:52:41] AI's Impact on Sales and Forecasting[01:02:07] Giving Back: Charitable EndeavorsHIGHLIGHT QUOTES[00:03:21] “A big mistake is trying to force fit a playbook from a previous company into a new company.”[00:06:01] “Approach it with a beginner's mind… it's actually an advantage you only get once.”[00:10:55] “Build your outbound before you need it, because at some point you're going to need it.”[00:13:33] “98.5% of companies realize, ‘I wish I had a great sales organization to go with this great PLG motion.'”[00:19:07] “The thing that tops people out is the inability to adapt and collaborate—they become too rigid.”[00:22:25] “If you know in your heart your team is mediocre, you're never going to be great. Raise those standards.”[00:31:36] “Don't just assume you can get rid of BDRs and have AI do it. I don't see anybody telling me that's working yet." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Spending on AI infrastructure continues at a breakneck pace. Will this growth continue? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Planning Aces, host Jack Sweeney and resident thought leader Brett Knowles explore how finance leaders are approaching AI's early returns—balancing efficiency, experimentation, and human judgment. CFO Craig Foster of Pax8 discusses how AI enablement is driving measurable productivity gains. CFO David Obstler of Datadog reflects on finding ROI amid rapid innovation and market demand. And CFO Ben Gammell of Brex shares why forecasting still requires human intuition despite data-driven progress. Together, their insights reveal a spectrum of FP&A strategies defining the modern CFO's mindset toward AI adoption and business transformation.Brett Knowles' Key TakeawaysBrett Knowles observes that finance leaders are positioning themselves along a broad continuum—from bold experimentation to cautious skepticism—when it comes to AI in planning. He notes a shift in tone: CFOs are now openly discussing productivity gains and cost efficiency rather than avoiding them. Knowles cautions against overreliance on ROI metrics, emphasizing instead disciplined cost management, pragmatic experimentation, and the evolving role of finance in navigating technology-driven transformation.

In this episode of Planning Aces, host Jack Sweeney and resident thought leader Brett Knowles explore how finance leaders are approaching AI's early returns—balancing efficiency, experimentation, and human judgment. CFO Craig Foster of Pax8 discusses how AI enablement is driving measurable productivity gains. CFO David Obstler of Datadog reflects on finding ROI amid rapid innovation and market demand. And CFO Ben Gammell of Brex shares why forecasting still requires human intuition despite data-driven progress. Together, their insights reveal a spectrum of FP&A strategies defining the modern CFO's mindset toward AI adoption and business transformation. Brett Knowles' Key Takeaways Brett Knowles observes that finance leaders are positioning themselves along a broad continuum—from bold experimentation to cautious skepticism—when it comes to AI in planning. He notes a shift in tone: CFOs are now openly discussing productivity gains and cost efficiency rather than avoiding them. Knowles cautions against overreliance on ROI metrics, emphasizing instead disciplined cost management, pragmatic experimentation, and the evolving role of finance in navigating technology-driven transformation.

AI-powered cyberattacks are rapidly evolving, prompting a significant shift in cybersecurity strategies. According to a recent Gartner report, IT leaders are expected to allocate over half of their cybersecurity budgets to preemptive defense measures by 2030. This change is driven by the inadequacy of traditional detection and response tools in the face of sophisticated cyber threats, particularly those enhanced by artificial intelligence. Experts warn that while preemptive measures can mitigate risks, organizations may encounter challenges in integrating these new systems and overcoming cultural inertia.Datadog's 2025 State of Cloud Security Report highlights a growing trend among organizations adopting data perimeters to combat credential theft, with 40% of organizations implementing this advanced security practice. Additionally, 86% of organizations are utilizing multi-account setups within AWS, which allows for better enforcement of security protocols. Meanwhile, OpenAI's report reveals that cybercriminals are increasingly leveraging AI for malicious activities, including phishing and surveillance, showcasing the urgent need for enhanced cybersecurity measures.In response to market pressures, Synology has reversed its policy on drive restrictions for its network-attached storage models, allowing the use of non-validated third-party drives. This decision comes after user feedback indicated dissatisfaction with the previous requirement for proprietary drives, which were often more expensive. For managed service providers (MSPs), this change offers greater flexibility and cost-effectiveness, making Synology's products more appealing once again.Pax8 has launched the Pax8 Agent Store, a platform designed to help MSPs adopt and offer AI-driven tools to small and medium-sized businesses. This marketplace aims to facilitate the integration and monetization of intelligent automation solutions, with early access set for December 2025. Additionally, SolarWinds has introduced an AI agent to enhance operational resilience for IT teams, while Barracuda Networks has launched Barracuda Research, a centralized resource for threat intelligence. Both initiatives aim to empower organizations in managing cybersecurity threats more effectively. Four things to know today00:00 Gartner, OpenAI, Datadog, and DHS Paint a Stark Cyber Future: AI Attacks Surge, Budgets Shift, and Defenses Fracture06:01 New Pax8 Platform Targets Repeatable AI Services, Sets Early Access for December08:03 Synology Reverses Course on Pricey Drives — Because You Stopped Buying09:53 SolarWinds and Barracuda Push AI to Ease IT Burdens—But Can They Deliver Real Value? This is the Business of Tech.     Supported by:  Comet, Scalepad Webinar:  https://bit.ly/msprmail

Our featured guest this week is Greg Foss, Manager - Threat Detection @ Datadog, interviewed by Frank Victory. News from Echostar, Space Command, DenAI Summit, CU Boulder, Webroot, Red Canary, Zvelo, Optiv, Ping Identity, and a lot more! You can find Greg and Frank at the following events if you'd like to see them in purpose:Greg: Lunch keynote at the CSA Fall Summit 2025 October 29th Frank: BSides Colorado Springs - "Pyramid of Pain - Defenders Edition" October 25th SnowFROC 2026 - March 26 and 27 University of Michigan CyberSecurity Symposium - Challenges of Training the Next Generation of Cybersecurity Professionals - October 30th Come join us on the Colorado = Security Slack channel to meet old and new friends. Sign up for our mailing list on the main site to receive weekly updates - https://www.colorado-security.com/. If you have any questions or comments, or any organizations or events we should highlight, contact Alex and Robb at info@colorado-security.com This week's news: EchoStar unloads wireless spectrum to Musk's SpaceX for $17 billion Will Colorado lose 30,000 jobs when Space Command moves to Alabama? CU Boulder ranked No. 1 for launching startups based on university discoveries Guarding your family against the latest online threats Node problem: Tracking recent npm package compromises SaaS Risk Management for Vendors in the Age of AI Cybersecurity Capabilities for Maturing Your TPRM Programs Complying with NIST SP 800-63-4 Standards: Identity as the Roadmap Redefining incident response in the age of AI Upcoming Events: Check out the full calendar ISSA Denver - Denver ISSA Chapter Meeting at Secure World: How I Got Caught: A Deep Dive Into a 800K Fraud - 10/9 ISACA Denver - October Chapter Meeting - 10/16 ASIS Denver - ASIS ROCKY MOUNTAIN TRADE SHOW and NETWORKING - 10/21 ISSA Pikes Peak - Chapter Meeting - 10/22 CSA - CSA Fall Summit - 10/29 View our events page for a full list of upcoming events * Thanks to CJ Adams for our intro and exit! If you need any voiceover work, you can contact him here at carrrladams@gmail.com. Check out his other voice work here. * Intro and exit song: "The Language of Blame" by The Agrarians is licensed under CC BY 2.0

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.SoFi stock just crashed hard, dropping over 10% in a single session, and the big question is: what do you do if you're holding shares? In this video we break down the warning signs that could have saved traders from heavy losses, the technical red flags flashing across the chart, and why sticking to proven signals with OVTLYR helps you avoid getting caught in a free fall.We start by analyzing SoFi's chart and the sell signals that fired off before the collapse. Order blocks showed clear resistance overhead while no support was in sight. On top of that, the 10 EMA and 20 EMA weren't just broken, they were crushed, confirming that the short-term and intermediate trends had flipped bearish. Add in the 50/80 rule—where 50% of the time a stock like this can fall 80%—and the risk was obvious to anyone following the data.➡️ Learn how order blocks reveal resistance zones and why lack of support signals danger➡️ See why SoFi's moving average breakdown was a massive red flag➡️ Understand how the 50/80 rule plays out in real-world trades➡️ Discover why buying dips in crashing stocks is a losing strategy➡️ Get the simple trend template OVTLYR traders use to confirm entries and exitsThis episode also dives into trading psychology. Many investors convince themselves that “the market is wrong” when a stock like SoFi drops. But the market is never wrong. Price is truth, and your job is to follow the wave, not fight it. That's why patience and discipline matter—waiting for stocks that are crashing up instead of catching falling knives that destroy your account.We also compare SoFi to names like AMD, Tesla, and others that show what happens when you ignore exit signals. These examples prove that even the strongest rallies can evaporate quickly, and the only way to protect your gains is by having a plan. Averaging down might feel like a strategy, but it ties up your money for months with no guarantee of recovery. Averaging up when the trend is confirmed is where the real profits are made.Beyond SoFi, we look at opportunities across the market using OVTLYR's plans: Plan M, Plan A, and Plan ETF. With the S&P and Nasdaq showing mixed signals, sometimes the smartest move is simply sitting in cash. Other times, ETF strategies shine by capturing broader uptrends with lower stress. And when the signals line up, individual names like Intel, Zscaler, and Datadog show traders exactly how to time their moves with confidence.If you've been burned holding stocks through massive drops, this video is for you. You'll see why trusting signals, following the trend template, and using OVTLYR to confirm setups is the smarter way to trade. Stop guessing, stop hoping, and start trading with rules that protect your capital.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

When David Obstler joined Datadog in 2018, the company's co-founders had already built momentum with a product that observed modern cloud workloads. What struck Obstler was the alignment with a powerful long-term trend—the shift from legacy, on-premise systems to modern cloud applications. “It was a product that had a lot of product market fit in a really strong growing market,” he tells us.From that foundation, Datadog scaled rapidly. Today, the platform serves more than 3,100 customers worldwide, including Samsung, Nasdaq, Shell, Autodesk, and Toyota. The company recently entered the S&P 500 after reporting more than $820 million in second-quarter revenue—a 28% year-over-year increase—alongside $200 million in free cash flow, Obstler tells us.The CFO attributes the growth to Datadog's unwavering commitment to product-led innovation. The company began in infrastructure monitoring and quickly expanded into logs, application monitoring, and security. “The company invests R&D at very high and consistent levels to continue to maintain and grow the platform,” Obstler tells us.His own role centers on scaling the infrastructure needed to support expansion. That includes building global go-to-market operations and strengthening his team across financial planning, predictability, and business operations. “We've been investing behind this growth opportunity and doing it in a strong, prioritized way,” he tells us.With new investments in AI, Datadog is preparing for its next chapter. For Obstler, disciplined prioritization and product-driven growth remain at the heart of how finance can fuel scale.

Today I'm joined by Olivier Pomel, cofounder/CEO of Datadog. We trace his path from French open-source tinkerer to NYC founder, the dev-vs-ops friction that sparked Datadog, finding product-market fit through integrations, and the choice to stay independent en route to a 2019 IPO and S&P 500. Olivier shares scaling war stories, culture and GTM lessons, and what observability means in an AI era. If you build software—or companies—this one's packed with playbooks, from hiring to pricing to platform bets that work. Learn more about your ad choices. Visit megaphone.fm/adchoices

LA County is joining the fight against the feds over personal data of SNAP recipients. Orange County Republicans want to make sure there are no more DOGS casting votes. A housing project moves forward at Big Bear Lake despite concerns from bald eagle watchers. Plus, more.Support The L.A. Report by donating at LAist.com/join and by visiting https://laist.comVisit www.preppi.com/LAist to receive a FREE Preppi Emergency Kit (with any purchase over $100) and be prepared for the next wildfire, earthquake or emergency! Support the show: https://laist.com

AGENDA: 00:04 – Was GPT-5 the Biggest AI Letdown Yet? 00:17 – Is OpenAI's Real Target Anthropic's $6B Revenue? 00:22 – Why Anthropic Might Secretly Be Worried 00:28 – The Hidden Business Strategy Behind OpenAI's “Underwhelming” Launch 00:32 – Should Perplexity Really Try to Buy Chrome for $34.5B? 00:35 – The $3B N8N Deal: Genius Bet or Bubble FOMO? 00:38 – Why Datadog's Best Quarter Ever Still Tanked the Stock 00:44 – Palantir's 50% Growth at Scale – Can It Last? Is Palantir Overpriced? 00:53 – Shopify's Ruthless Path to 91% Revenue Growth With 30% Fewer Staff 01:01 – Are Seed and Series A Valuations Now at Dangerous Highs? 01:06 – What Does The Highest Levels of Capital Concentration Mean For Early Stage Founders? 01:15 – Could Palantir Hit a $2 Trillion Market Cap by 2030?    

Martin Mignot is a Partner at Index Ventures, the best-performing fund in the world right now. In the last three months, they have sold Wiz for $ 32 billion, sold Scale for $14.9 billion, and IPO'd Figma as the largest investor. In addition to this, they are the largest or second-largest shareholders in Roblox, Revolut, Adyen and Datadog.  Agenda for Today: 00:00 – Why Gross Margin is the Biggest Sin in the Early Days 04:50 – Why Most People Shouldn't Become VCs 07:40 – Why it is BS to Suggest the Future of VC is Boutique vs Mega Fund 09:10 – Do Multi-Stage Funds Really Give a S*** About Seed 13:50 – The Founder Trait That Trumps Market Size Every Time 18:45 – How Spotify Still Haunts Index Ventures & What They Learn From It? 28:50 – The Brutal Truth About European vs. U.S. Founders 34:20 – The Case for a European AI Giant (and Who Might Build It) 40:50 – The Return of the 7-Day Founder Work Week 52:10 – Biggest Lessons from Leading Revolut's Series A 56:40 – Betting Against Nick Storonsky? Don't. 1:03:10 – The One Competitor Index Ventures Admires    

Jon's gone fishing, Shay's gone camping, so the community took the time to optimize all the things :)https://cupogo.dev/ for all the links and details! This show is supported by you, and there are many ways to support the show (directly and indirectly). Thanks for listening!Meetup roundupJamie Tanna - Hands on dependency workshop @ FatsomaFyne Conf 2025 exclusive CFPGo South AfricaGopherCon UKGopherConGopherCon IndiaGolab (Florence, Italy)GoWest, as previously mentioned on the showGophercon AfricaProposal moved to Active: http3Datadog's blogpost: How Go 1.24's Swiss Tables saved us hundreds of gigabytesTurso's blogpost: We rewrote large parts of our API in Go using AI: we are now ready to handle one billion databasesDaniel Harp's ^ throw operatorAhmet Alp Balkan's blogpost: Kubernetes List API performance and reliability ★ Support this podcast on Patreon ★

This week, we discuss the return of command line tools, Kubernetes embracing VMs, and the steady march of Windows. Plus, thoughts on TSA, boots, and the “old country." Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/W0_6hPybAsQ?si=QfWLvts-ueyATxtz) 528 (https://www.youtube.com/live/W0_6hPybAsQ?si=QfWLvts-ueyATxtz) Runner-up Titles Pool Problems Stockholm Pool Syndrome The Old Country VMs aren't going anywhere Vaya con Dios This is why we have milk Why's he talking about forks? Commander Claude The Columbia Music House business plan Beat this horse into glue Reinvent Command Line “Man falls in love with CLI” Windows is always giving you the middle button CBT - Claude Behavioral Therapy. Rundown TSA tests security lines allowing passengers to keep their shoes on (https://www.washingtonpost.com/travel/2025/07/08/tsa-shoe-policy-airport-security/) KubeCon Is Starting To Sound a Lot Like VMCon (https://thenewstack.io/kubecon-is-starting-to-sound-a-lot-like-vmcon/?link_source=ta_bluesky_link&taid=6866ce8d6b59ab0001f28d23&utm_campaign=trueanthem&utm_medium=social&utm_source=bluesky) Claude Code and the CLI Gemini CLI: your open-source AI agent (https://blog.google/technology/developers/introducing-gemini-cli-open-source-ai-agent/) Cursor launches a web app to manage AI coding agents (https://techcrunch.com/2025/06/30/cursor-launches-a-web-app-to-manage-ai-coding-agents/) AI Tooling, Evolution and The Promiscuity of Modern Developers (https://redmonk.com/sogrady/2025/07/09/promiscuity-of-modern-developers/) Introducing OpenCLI (https://patriksvensson.se/posts/2025/07/introducing-open-cli) Windows Windows 11 has finally overtaken Windows 10 as the most used desktop OS (https://www.theverge.com/news/699161/microsoft-windows-11-usage-milestone-windows-10) Microsoft quietly implies Windows has LOST millions of users since Windows 11 debut — are people really abandoning ship? [UPDATE] (https://www.windowscentral.com/software-apps/windows-11/windows-11-10-lost-400-million-users-3-years) Relevant to your Interests Public cloud becomes a commodity (https://www.infoworld.com/article/4011196/public-cloud-becomes-a-commodity.html?utm_date=20250625131623&utm_campaign=InfoWorld%20US%20%20All%20Things%20Cloud&utm_content=slotno-1-title-Public%20cloud%20becomes%20a%20commodity&utm_term=Infoworld%20US%20Editorial%20Newsletters&utm_medium=email&utm_source=Adestra&aid=29276237&huid=) Nvidia Ruffles Tech Giants With Move Into Cloud Computing (https://www.wsj.com/tech/ai/nvidia-dgx-cloud-computing-28c49748?mod=hp_lead_pos11) Which Coding Assistants Retain Their Customers and Which Ones Don't (https://www.theinformation.com/articles/coding-assistants-retain-customers-ones?utm_source=ti_app&rc=giqjaz) Anthropic destroyed millions of print books to build its AI models (https://arstechnica.com/ai/2025/06/anthropic-destroyed-millions-of-print-books-to-build-its-ai-models/) Sam Altman upstages the critics (https://www.platformer.news/sam-altman-hard-fork-live/?ref=platformer-newsletter) The Ultimate Cloud Security Championship | 12 Months × 12 Challenges (https://cloudsecuritychampionship.com/) Denmark to tackle deepfakes by giving people copyright to their own features (https://www.theguardian.com/technology/2025/jun/27/deepfakes-denmark-copyright-law-artificial-intelligence) Why Automattic CEO Matt Mullenweg went to war over WordPress (https://overcast.fm/+AAQLdsK48uM) How Nintendo locked down the Switch 2's USB-C port and broke third-party docking (https://www.theverge.com/report/695915/switch-2-usb-c-third-party-docks-dont-work-authentication-encryption) CoreWeave to acquire Core Scientific in $9 billion all-stock deal (https://www.cnbc.com/2025/07/07/coreweave-core-scientific-stock-acquisition.html) Valve conquered PC gaming. What comes next? (https://www.ft.com/content/f4a13716-838a-43da-853b-7c31ac17192c) Datadog stock jumps 10% on tech company's inclusion in S&P 500 index (https://www.cnbc.com/2025/07/02/datadog-stock-jumps-sp-500-index-inclusion.html) Jack Dorsey just released a Bluetooth messaging app that doesn't need the internet (https://www.engadget.com/apps/jack-dorsey-just-released-a-bluetooth-messaging-app-that-doesnt-need-the-internet-191023870.html) Unlock the Full Chainguard Containers Catalog – Now with a Catalog Pricing Option (https://www.chainguard.dev/unchained/unlock-the-full-chainguard-containers-catalog-now-with-a-catalog-pricing-option) Oracle stock jumps after $30 billion annual cloud deal revealed in filing (https://www.cnbc.com/2025/06/30/oracle-orcl-stock-cloud-deal.html) Docker State of App Dev: AI (https://www.docker.com/blog/docker-state-of-app-dev-ai/) X Chief Says She Is Leaving the Social Media Platform (https://www.nytimes.com/2025/07/09/technology/linda-yaccarino-x-steps-down.html) Meta's recruiting blitz claims three OpenAI researchers (https://techcrunch.com/2025/06/25/metas-recruiting-blitz-claims-three-openai-researchers/) OpenAI Reportedly Shuts Down for a Week as Zuck Poaches Its Top Talent (https://gizmodo.com/openai-reportedly-shuts-down-for-a-week-as-zuck-poaches-its-top-talent-2000622145?utm_source=tldrnewsletter) OpenAI Leadership Responds to Meta Offers: ‘Someone Has Broken Into Our Home' (https://www.wired.com/story/openai-meta-leadership-talent-rivalry/) Sam Altman Slams Meta's AI Talent-Poaching Spree: ‘Missionaries Will Beat Mercenaries' (https://www.wired.com/story/sam-altman-meta-ai-talent-poaching-spree-leaked-messages/) Report: Apple looked into building its own AWS competitor (https://9to5mac.com/2025/07/03/report-apple-looked-into-building-its-own-aws-competitor/) Cloudflare launches a marketplace that lets websites charge AI bots for scraping (https://techcrunch.com/2025/07/01/cloudflare-launches-a-marketplace-that-lets-websites-charge-ai-bots-for-scraping/) The Open-Source Software Saving the Internet From AI Bot Scrapers (https://www.404media.co/the-open-source-software-saving-the-internet-from-ai-bot-scrapers/) Nonsense After 8 years of playing D&D nonstop, I've finally tried its biggest alternative (https://www.polygon.com/tabletop-games/610875/dnd-alternative-dungeon-crawl-classics-old-school) TSA tests security lines allowing passengers to keep their shoes on (https://www.washingtonpost.com/travel/2025/07/08/tsa-shoe-policy-airport-security/) Conferences Sydney Wizdom Meet-Up (https://www.wiz.io/events/sydney-wizdom-meet-up-aug-2025), Sydney, August 7. Matt will be there. SpringOne (https://www.vmware.com/explore/us/springone?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/watch?v=f_xOudsmUmk). Explore 2025 US (https://www.vmware.com/explore/us?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/shorts/-COoeIJcFN4). SREDay London (https://sreday.com/2025-london-q3/), Coté speaking, September 18th and 19th. Civo Navigate London (https://www.civo.com/navigate/london/2025), Coté speaking, September 30th. Texas Linux Fest (https://2025.texaslinuxfest.org), Austin, October 3rd to 4th. CFP closes August 3rd (https://www.papercall.io/txlf2025). CF Day EU (https://events.linuxfoundation.org/cloud-foundry-day-europe/), Frankfurt, October 7th, 2025. AI for the Rest of Us (https://aifortherestofus.live/london-2025), Coté speaking, October 15th to 16th, London. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Park ATX Free Parking Codes (https://www.austintexas.gov/page/park-atx): FREE15ATX1 and FREE15ATX2 Matt: Careless People (https://en.wikipedia.org/wiki/Careless_People) Coté: Wizard Zines bundle (https://wizardzines.com/zines/all-the-zines/), Julia Evans. 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Austan Goolsbee is one of Tyler Cowen's favorite economists—not because they always agree, but because Goolsbee embodies what it means to think like an economist. Whether he's analyzing productivity slowdowns in the construction sector, exploring the impact of taxes on digital commerce, or poking holes in overconfident macro narratives, Goolsbee is consistently sharp, skeptical, and curious. A longtime professor at the University of Chicago's Booth School and former chair of the Council of Economic Advisers under President Obama, Goolsbee now brings that intellectual discipline—and a healthy dose of humor—to his role as president of the Federal Reserve Bank of Chicago. Tyler and Austan explore what theoretical frameworks Goolsbee uses for understanding inflation, why he's skeptical of monetary policy rules, whether post-pandemic inflation was mostly from the demand or supply side, the proliferation of stablecoins and shadow banking, housing prices and construction productivity, how microeconomic principles apply to managing a regional Fed bank, whether the structure of the Federal Reserve system should change, AI's role in banking supervision and economic forecasting, stablecoins and CBDCs, AI's productivity potential over the coming decades, his secret to beating Ted Cruz in college debates, and more. Read a full transcript enhanced with helpful links, or watch the full video on the new dedicated Conversations with Tyler channel. Recorded March 3rd, 2025. Help keep the show ad free by donating today! Other ways to connect Follow us on X and Instagram Follow Tyler on X Follow Austan on X Sign up for our newsletter Join our Discord Email us: cowenconvos@mercatus.gmu.edu Learn more about Conversations with Tyler and other Mercatus Center podcasts here.