Podcasts about Figma

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Best podcasts about Figma

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Latest podcast episodes about Figma

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
20VC: 70% of Neolabs Will Die | There Will be a $100BN US Open-Source Model | Data is a Trillion $ Market | Governments Cannot Regulate Models: It is Too Late | The Cyber Attacks to Come Will be Insane with Anastasios Angelopoulos @ Arena

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

Play Episode Listen Later Aug 3, 2026 64:20


Anastasios Angelopoulos is the co-founder and CEO of Arena, the real-world evaluation platform that has become a leading referee of the global AI model race. Arena has raised $250 million, with the latest round valuing the company at $1.7BN. Arena recently surpassed $100M ARR just eight months after launching its enterprise offering, powered by more than 30 million monthly users. AGENDA: 00:00 – Intro: "Kimi beat every American model": What Nobody Wants to Admit… 05:20 – Is this the true commoditization of models? Are they just a utility layer now? 07:30 – Do Chinese open source models cannibalize the closed frontier labs? 10:30 – Why has America's open source community lagged so badly behind China? 17:20 – Will Chinese models be banned in the US — and does hosting locally really kill the backdoor risk? 23:20 – Are enterprises really terrified of working with the frontier labs? 27:20 – Why hasn't inference got cheaper — and what happens when Anthropic's "disgustingly high" margins go public? 30:20 – Who should decide if a model is safe to release: the government, a neutral body, or nobody? 33:10 – Are we about to see cyberattacks like we've never seen before? (The fake candidate who passed every interview) 37:00 – 75 Neo labs: what separates the winners from the two-thirds worth nothing? 40:45 – Is data actually a commodity — and can data providers be $100BN companies? 48:00 – Can you be the referee when the players are paying you? (And Arena's real revenue) 50:45 – Will the model providers eat the application layer? Are Harvey, Lagora and Figma in trouble? 54:10 – Quickfire: Why hasn't NVIDIA bounced on the rise of open source, who hits $10 trillion first, and does the compute debt cycle end in insolvency?    

Supra Insider
#121: Why your side project should start with distribution | Colin Matthews (Head of Education @ Lenny's Newsletter)

Supra Insider

Play Episode Listen Later Aug 3, 2026 41:01


As building gets easier and almost anyone can ship an app in an afternoon, what actually separates a product leader who creates leverage from one who doesn't?In this special live episode of Supra Insider, recorded on stage at the Toronto Product Conference, Marc Baselga sits down with Colin Matthews, Head of Education for Lenny's Newsletter and a former founder, PM, and longtime hobbyist builder. Marc lays out a thesis that the best way to prepare for the AI era is to build a real side project, one with actual users and ideally revenue, and Colin pressure-tests it with the framework he uses himself: start with distribution, then work backward to the customers and problems you can reach.They explore the blurring lines between product, engineering, and design, why the code review bar stays the same no matter who writes the code, when to ship a PR versus a prototype versus a spec, why Colin uses AI for comprehension rather than raw velocity, and the two distribution paths he has actually seen work for solo builders.If you're a PM wondering which skills matter most next, a product leader trying to get your team building, or anyone who keeps starting side projects that never find users, this episode is for you.Huge thanks to Balaji Gopalan, Andrew Williams, and the team at The Toronto Product Conference for hosting us.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

.NET in pillole
355 - L'AI può davvero trasformare un mockup in codice?

.NET in pillole

Play Episode Listen Later Aug 3, 2026 14:24


In questa puntata parlo di come usare AI, Figma e MCP per trasformare un mockup in una vera interfaccia funzionante. Partiamo dal design, passiamo alla generazione del codice con Copilot o Claude Code e arriviamo fino alla verifica nel browser con Playwright e Chrome DevTools. L'obiettivo non è solo generare una UI, ma creare un vero ciclo di implementazione, controllo e correzione.#dotnet #blazor #githubcopilot #claudecode #figma #mcp #playwright #chromedevtools #ai #artificialintelligence #codingagent #frontend #webdevelopment #aspnetcore #developer #podcast #dotnetinpillole

Pixel Paranoia the UX Podcast
S06E09 - 100ste aflevering! Figma, CSS, browsers, LP's en gametafels.

Pixel Paranoia the UX Podcast

Play Episode Listen Later Aug 3, 2026 144:58


In deze 100ste aflevering kijken we samen met gast Erik terug op de ontwikkelingen van Figma, browsers, CSS, apps en de verandering van de rol als UX Designer in de afgelopen 6 jaar. Daarnaast nemen we deze aflevering op in hartje Groningen in het Forum. Uiteraard geven we jullie nog weer praktische, leuke en handige tips! 01:52 - Terugblik op Figma 15:12 - Terugblik op browserontwikkeling 25:45 - Terugblik Technieken, tools en apps die het niet hebben gered 33:24 - Terugblik op Cloud gaming 43:26 - Terugblik op AI 48:00 - AI in games 53:25 - Terug op toegankelikheid 01:06:29 - Erik heeft een eigen LP laten maken 01:18:50 - Terugblik op home automation 01:30:59 - Terugblik op de rol van de UX designer 01:44:50 - Terugblik op alle footers 01:49:35 - Million Dollar Secret Seizoen 2 - https://www.netflix.com/nl-en/title/81731670 01:51:00 - AEG Vx8.2 stofzuiger 01:55:49 - TV Serie: Unit 13 - https://youtube.com/playlist?list=PLoNJZg83zwjF8CI_VmY2D5BBMg607OF48 01:59:22 - Barcado interactieve gametafel - https://www.barcado.nl/ 02:04:12 - Virtuele thuisaccu voor Homeassistant - https://github.com/hif2k1/battery_sim 02:09:41 - Obsidian notes

Everyday AI Podcast – An AI and ChatGPT Podcast
Ep 831: Chrome adds Some Gemini Spark, Replit Design makes impact, Buzz brings AI Agent Teamwork and 7 more AI Features you Should use Today

Everyday AI Podcast – An AI and ChatGPT Podcast

Play Episode Listen Later Jul 31, 2026 34:43 Transcription Available


Google didn't ship its big model, but they shipped a TON of new useful AI you can use today. And Google wasn't the only company updating their features behind the scenes. Replit is bringin vibe designing, ChatGPT got a lot more useful on the web, and Meta is changing from chatbot to agent. We'll get you caught up quickly. Chrome adds Some Gemini Spark, Replit Design makes impact, Buzz brings AI Agent Teamwork and 7 more AI Features you Should use Today -- an Everyday AI Chat with Jordan WilsonNewsletter: 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:Replit Design Suite Launches With Free MobbinChatGPT Chrome Extension Adds YouTube SummarizationChatGPT Side Chat Integrates Tabs and Highlighted TextMeta AI Rolls Out Recurring Agent TasksGoogle Gemini Generates Images in Google DocsGemini AI Summarizes Comments, Edits in DocsGoogle Gemini Spark Agent Arrives in ChromeChrome Agent Uses Saved Accounts and PasswordsGoogle Lyria 3.5 Music Model ReleasedBuzz by Block Unites Team and Agent CollaborationTimestamps:00:00 Recent AI updates and developments05:01 Creating with Replit and AI models09:42 Real-time research tracking benefits10:34 Meta AI new recurring features13:35 New features of Meta AI17:53 Google Spark integrates with Chrome22:09 Google DeepMind's new music model25:25 Buzz from Block messaging tool29:42 Building a collaborative platform31:23 AI feature updates recapKeywords: Gemini Spark, Google Chrome AI integration, Google Docs AI features, AI image generation, Gemini in Docs, ChatGPT Chrome extension, YouTube video summarization, OpenAI ChatGPT update, Codex, Vibe design, Replit design suite, Mobbin integration, AI reference library, Design export automation, Project management AI, Figma competitor, Replit creative tools, Meta AI, Muse Spark 1.1, Agentic model, Recurring AI tasks, AI scheduling, Daily briefings, AI productivity tools, Google Lyria 3.5, AI music model, Flow Music, Suno, Yudio, AI generated lyrics, Vocal delivery in AI music, Licensing in AI music, Buzz collaboration platform, Block, Square, AI agent teamwork, Slack-like AI platform, Open source collaboration, Agent governance, Cryptographic identity, Agentic browser, Automated web errands, Chrome passwords integration, Google Drive data access, Multi-agent collaboration, Research automation, Enterprise AI workflow, AI productivity boost.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 

La ContraCrónica
Todos contra Anthropic

La ContraCrónica

Play Episode Listen Later Jul 29, 2026 51:06


Anthropic ha pasado en unos pocos años de ser el gran reformador de la inteligencia artificial a ser el gran sospechoso. Fundada en 2021 por Dario Amodei y otros ex empleados de OpenAI, Anthropic se presentaba como la conciencia moral de la inteligencia artificial, el laboratorio que anteponía la prudencia a la ambición. Hoy buena parte de Silicon Valley la mira con recelo y constatan que es como cualquier otra, una empresa que compite con las mismas armas que las demás, solo que envueltas en el celofán de las buenas intenciones. El primer aldabonazo llegó en abril con Claude Design, un competidor directo de Figma cuyo consejero delegado, Dylan Field, reprochó en público la falta de sinceridad de un socio con el que habían estado trabajando mano a mano. En junio se sumó Fable 5, la versión restringida del modelo Mythos, que degrada en silencio ciertas respuestas, no admite retención cero de datos y guarda las conversaciones con los usuarios durante 30 días. Al mismo tiempo Amodei se ha puesto en contra de los modelos de pesos abiertos, más baratos y difíciles de controlar. Lo que muchos sospechan es que está creando un pánico para después ofrecerse a resolverlo. El calendario tampoco ayuda, la compañía planea salir a bolsa en otoño y esos modelos abiertos amenazan sus elevados márgenes. Nvidia, Microsoft, Meta, OpenAI, Google y más de 70 empresas han hecho pública una carta abierta en la que defienden los modelos abiertos. Eso ha dejado a Anthropic prácticamente sola. Amodei no ha tardado en responder arguyendo que su oposición se debe a que quiere evitar que gobiernos autoritarios amenacen la seguridad nacional. El otro campo de batalla es China. Hace dos meses, en una carta dirigida a dos senadores, Anthropic acusaba a Alibaba del mayor ataque de destilación del que se tiene noticia. Al parecer Alibaba creo unas 25.000 cuentas falsas que hicieron 29 millones de preguntas a Claude para extraerle información sobre sus mejores capacidades. Lo curioso aquí es que la propia Anthropic ha destilado todo internet sin pagar derechos de autor y ahora exige a los chinos un respeto por la propiedad intelectual que ellos no tuvieron con nadie. Detrás de esta guerra de los pesos abiertos, a las grandes de la inteligencia artificial se les mueve el suelo bajo los pies, pero por otra cosa bien distinta. Están perdiendo mercado. Como veíamos en el programa del lunes, sus clientes han descubierto que no necesitan gastar una fortuna en tokens de un mismo proveedor y están empezando a repartir su consumo entre modelos más caros y capaces y otros más baratos para tareas rutinarias. Así se entiende mejor la doble cruzada que ha emprendido Anthropic contra la destilación china y contra los modelos abiertos. Ambas apuntan al mismo blanco, la competencia barata que machaca sus márgenes, envuelta, eso sí, en el noble lenguaje de la seguridad nacional. En La ContraRéplica: 0:00 Introducción 3:21 Todos contra Anthropic 31:28 El responsable del incendio de Ávila 37:55 La despoblación rural 43:27 Medios e IA · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #anthropic #ia Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

Deep Dives 🤿
Charlie Deets - Designing the internet computer

Deep Dives 🤿

Play Episode Listen Later Jul 29, 2026 54:32


Charlie Deets (https://x.com/charliedeets) has designed Safari, Arc, and now Dia…Needless to say he knows a thing or two about designing browsers

Coffee Power: Tecnología, Desarrollo de Software y Liderazgo
#167 - El Diseñador Que Construye: Product Design en la Era de la IA

Coffee Power: Tecnología, Desarrollo de Software y Liderazgo

Play Episode Listen Later Jul 28, 2026 47:56


En este episodio, Oz conversa con Antonio Díaz Cueto —diseñador de producto y fundador de DesignShapers, la mayor comunidad hispanohablante de diseño en la era de la IA— sobre el "gran reset" del mercado de diseño. Hablan de por qué el diseñador promedio ya no tiene lugar, cómo la IA dejó de ser mala diseñando, el diseñador que ahora construye con código (Cursor, Claude Code, Figma Make), el harness engineering aplicado al diseño y qué perfil de diseñador va a desaparecer. Un mapa honesto para reposicionarte en un oficio donde las reglas se están reescribiendo.00:00 Intro y bienvenida03:14 La burbuja del diseño y el "gran reset"07:40 La IA ya diseña bien: qué cambió09:03 No apuestes contra el próximo modelo de IA11:14 ¿Muta el rol del Product Designer?14:02 ¿Sigue siendo Figma el rey?16:27 Harness Engineering para diseño20:45 El stack de Antonio: Claude, Cursor, Codex22:44 "Si no termina en Git, no existe"29:04 La fuente de la verdad se dispersa32:47 El programa de mentoría en la era IA36:12 De colaborar a dominar: producto y código39:33 ¿Qué diseñador va a desaparecer?42:24 Dar valor: pensar como founder46:47 Cierre✩ CURSOS DISPONIBLES

XY Mag
Comment l'IA façonne l'interface "liquide" et l'UX de demain

XY Mag

Play Episode Listen Later Jul 28, 2026 6:25


Par Régis BAUDOUIN Il y a encore peu de temps, l’expérience utilisateur (UX) reposait sur un dogme immuable. Concevoir des structures rigides, créer des arborescences de menus complexes et aligner des boutons cliquables restait la norme. L'utilisateur devait s'adapter à la logique de la machine, ce qui affectait l'interface. Dans un précédent article, nous expliquions comment l’intelligence artificielle nous faisait passer de la transaction (exécuter une commande) à l’intention (comprendre un besoin). Aujourd'hui, cette révolution intellectuelle trouve son prolongement visuel et pragmatique. L'interface graphique (GUI) abandonne son statut de maquette figée pour devenir vivante, adaptative et contextuelle. Bienvenue dans l'ère de l'UX liquide et de la générative UI. La fin du design figé Pendant des décennies, le processus de création numérique suivait un schéma linéaire : un designer dessinait une interface sur Figma, un développeur la codait, et 100 % des utilisateurs voyaient exactement le même écran. Principalement des zones de texte à lire ou à remplir et des zones de choix pour transactionner avec la machine. Avec la générative UI, ce modèle vol en éclats. L'interface n'est plus dessinée à l'avance : elle est compilée en temps réel par l'IA en fonction du besoin immédiat de l'utilisateur. En permanence l’IA analyse et réagit aux actions et habitudes de l’utilisateur. Le design de l’écran s’adapte en temps réel. [ Intention de l'utilisateur ] │ ▼ ( L'IA analyse le contexte ) │ ▼ [ Assemblage dynamique des composants UI ] (Carte 3D + Slider de budget + Carrousel) │ ▼ [ Interface éphémère dissoute après usage ] Pour offrir ce type de services, nous disposons de plusieurs solutions de design d’interface. Le concept de l’interface éphémère (Ephemeral UI) Imaginez une application de gestion financière. Au lieu de vous forcer à naviguer dans cinq sous-menus avant de trouver la fonction recherchée. Vous tapez ou énoncez votre projet directement par un prompt. Ainsi, L’IA génère instantanément un composant visuel sur mesure. De plus, ceci inclut un calculateur dynamique avec des jauges interactives, un graphique de projection et un bouton de simulation. Ainsi, une fois la décision prise, cet écran sur-mesure disparaît. L’interface ne surcharge plus l’esprit : elle apparaît, rend service, et s’efface. #Exemple Le “Zero UI” et le design prédictif La meilleure interface est parfois celle qu’on ne voit pas. Si le “Chat” (la simple boîte de texte) a été la première porte d’entrée de l’IA générative, il montre aujourd'hui ses limites d’ergonomie. Personne n’a envie de taper des kilomètres de texte pour régler une alarme ou filtrer une liste. C’est ici le domaine des agents intelligents. L'émergence du Zero UI ne signifie pas la disparition des écrans, mais leur invisibilité proactive. L’anticipation contextuelle : Grâce à l’analyse des données de votre smartphone ou de votre navigateur (géolocalisation, heure, habitudes, niveau de batterie), l’interface prédit l’action suivante. L’adaptation cognitive : Si vous utilisez une application de navigation en marchant rapidement dans la rue, l’IA agrandit automatiquement les zones de frappe et simplifie la densité d’information pour éviter les erreurs d’inattention. En fin de journée, elle ajuste les contrastes et réduit la charge visuelle pour limiter la fatigue oculaire. Le pilotage des agents : Le logiciels active les agents que vous avez défini en fonction de vos besoins du moment et de vos actions pour vous présenter directement les résultats sans passer par l’interface. Du simple Chat à l’espace conversationnel spatial Nous assistons à la métamorphose de la fenêtre de discussion. Les boîtes de dialogue linéaires cèdent la place à des cartes intelligentes manipulables. Carte mentale Lorsque vous interagissez avec un assistant moderne, celui-ci ne répond plus par un bloc de texte indigeste. Il génère des micro-widgets réactifs dans le fil de conversation : Vous cherchez un vol ? Un composant interactif vous permet de modifier les dates via un calendrier visuel sans quitter le fil. Vous comparez des lignes de code ou des données ? L’IA déploie un tableau dynamique filtrable avec des glisser-déposer. L'UI devient un dialogue hybride où la voix et le texte pilotent des objets graphiques vivants. Comment les développeurs construisent l’UX de demain Pour les équipes produit, l’intégration de l’IA dans l’UX ne relève plus du gadget, mais d’une transformation profonde des méthodes de développement. La prise en compte des habitudes de consommation est majeure. Les applications issues des la vie quotidienne avec un smartphone à la main ont modifié notre rapport à l’interface. Moins d’information, plus pertinentes, des notifications et surtout de la simplicité. Le “Code-to-UI” à la volée Les grands modèles de langage ne se contentent plus de sortir du texte brut ou du JSON. Ils génèrent désormais directement des structures de composants UI (React, Web Components, styles Tailwind) interprétées instantanément par le moteur de rendu du navigateur. C’est bien plus dynamique et bien plus agréable à l'œil. Le respect strict du Design System Une peur légitime des designers était de voir l’IA générer une interface chaotiques et hors-charte. Aujourd’hui, les architectures GenUI s’appuient sur les Design Tokens de l’entreprise. L’IA n’invente pas un bouton : elle pioche dans la bibliothèque de composants officiels de la marque (couleurs, typographies, arrondis) et les assemble de manière cohérente. Pour conserver une cohérence visuelle, c’est très important que le design système soit maintenu et utilisé systématiquement. +-----------------------------------------------------------------------+ | ARCHITECTURE GENUI EN COULISSES | | | | [ LLM ] ──> Analyse l'intention | | │ | | ├──> Pioche dans [ Design System Token (Boutons, Cartes, Grilles) ] | | │ | | └──> Compile [ Composant React / Tailwind éphémère ] ──> Écran | +-----------------------------------------------------------------------+ Ce que cela change pour vous Pour les utilisateurs, cette mutation annonce la fin de la courbe d’apprentissage des logiciels. Nous n’aurons plus à apprendre à utiliser un outil complexe, comme un logiciel de paie ou un CRM. Ainsi, c’est l’outil qui générera une interface adaptée à notre niveau d’utilisation. L’expérience utilisateur passe d’une logique d’apprentissage à une logique d’adaptation mutuelle. Et vous, qu’en pensez-vous ? Préférerez-vous demain une application unique “liquide” qui transforme son interface selon vos besoins à la volée, ou restez-vous attaché aux applications traditionnelles aux menus fixes et familiers ? Exprimez-vous en commentaire et n’oubliez pas de vous abonner à XY Magazine pour ne rien manquer des révolutions technologiques qui façonnent notre quotidien ! The post Comment l'IA façonne l'interface “liquide” et l'UX de demain first appeared on XY Magazine.

Supra Insider
#120: How to stop taking rejection personally | Ben Erez & Marc Baselga

Supra Insider

Play Episode Listen Later Jul 27, 2026 97:57


What separates the people who get stronger after a rejection from the people who stay stuck on it?In this episode of Supra Insider, Marc Baselga and Ben Erez drop the guest format for a one-on-one conversation, with Marc interviewing Ben about a piece he started writing on vacation. The trigger was an email from someone who prepared hard, didn't get the role, and said it was impossible not to take it personally. Ben explains why that reaction revealed the real subject was resilience, what he notices when debriefing candidates who bounce back versus those who don't, and why he tells people to transcribe their interviews rather than trust their memories.They explore the four ingredients Ben believes actually cultivate resilience, the one situation where sending a hiring manager more than a thank-you note can swing a decision, and the step-by-step protocol he runs when something falls apart, drawn from three layoffs, a long run of rejections before his Facebook offer, and a torn ACL.If you're coming off a rejection and trying to make sense of it, preparing for interviews and looking for a better way to debrief yourself, or just curious how two operators think about setbacks, 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

Midjourney : Fast Hours
How to Make AI Images That Don't Scream “I Used AI”

Midjourney : Fast Hours

Play Episode Listen Later Jul 26, 2026 99:13


AI images stop looking generic when creators steer models with real expertise, original references, hand-built assets, and selective craft.Finn McKenty joins Drew Brucker and Rory Flynn to explain why the fastest route to better AI work may involve drawing by hand, reading the manual, and making fewer things. The three alleged efficiency experts also wander into AI burnout, fake UGC, Higgsfield trust problems, Midjourney's long game, and the deeply inconvenient possibility that one great image may beat the 1,000 they can generate before lunch.Topics and tools covered:Midjourney, Weavy, ComfyUI, Claude, Gemini 2.5, GPT Image, Nano Banana, Flux, Krea, Figma, Adobe Photoshop, and Higgsfield anchor the practical discussion. Sketch references, image references, style references, out-of-distribution inputs, material-specific prompting, systems thinking, AI adoption, fake UGC, creator trust, and durable AI-assisted SEO define the core concepts.---⏱️ Fast Hour00:00Who is Finn McKenty?03:13 Why did Finn quit YouTube?05:30 Do creators need a large audience?12:05 Which existing skills create an AI edge?14:26 Does expertise accelerate AI mastery?16:27 Are creatives too attached to process?18:17 Why do companies fail to adopt AI?20:17 Why does advanced AI work cause burnout?27:33 Where should creators invest brainpower?29:31 How do creators steer probabilistic AI?31:27 What made Midjourney click for Finn?34:00 How did AI produce 10x SEO traffic?37:44 Why reject polished AI perfection?38:41 Why does handmade design feel better?41:06 How should AI and manual craft combine?46:24 Why does making more have zero value?50:57 How does material knowledge improve prompts?55:03 Why choose Weavy over ComfyUI?55:44 How do sketches improve AI images?58:33 How should creators divide work with AI?01:02:12 What does out-of-distribution mean?01:05:56 How do original references beat AI slop?01:07:03 Why does fake AI UGC destroy trust?01:11:31 What went wrong with Higgsfield?01:22:33 Why did Midjourney acquire Co-Star?01:24:09 Has Midjourney had the right vision?01:27:30 Why are creators returning to Midjourney?01:29:10 Why does bootstrapping protect creativity?01:34:01 Why does AI creative work need fun again?01:35:04 Does direct attribution kill creativity?#Midjourney #AICreativity #AIDesign #GenerativeAI #FastHours

Finding Our Way
75: The Steady State of Unsteadiness

Finding Our Way

Play Episode Listen Later Jul 24, 2026 43:22


Peter and Jesse compare notes from Config, Figma's AI study, Lenny's newsletter survey, and countless conversations to read the current state of design leadership. The signals: existential AI panic has cooled into exhaustion, organizational chaos and leadership churn are the new normal, and design still stumbles on business acumen. Their case for thriving—lead, don't just design, and reclaim design's unfinished mandate.

Everyday AI Podcast – An AI and ChatGPT Podcast
Ep 824: Claude Design: What's New, How to Use it and 5 Best Practices

Everyday AI Podcast – An AI and ChatGPT Podcast

Play Episode Listen Later Jul 22, 2026 37:52 Transcription Available


TruthWorks
He 2x'd Instagram's valuation in 3 Days: Why Nothing About AI Is Settled Yet || John Lilly

TruthWorks

Play Episode Listen Later Jul 21, 2026 43:25


John Lilly has had a front row seat to almost every major shift in technology over the last thirty years, and he has sat in almost every chair while it happened.He was a Senior Scientist at Apple in 1997, when the market cap was two billion dollars and most people assumed the company was finished. He co-founded Reactivity, later acquired by Cisco. He became CEO of Mozilla and led Firefox past 450 million users, running an open source nonprofit at a time when nobody else in Silicon Valley was doing anything like it. Then he spent over a decade as a General Partner at Greylock, where he led investments in Instagram, Dropbox, Figma, Tumblr and Quip. He sits on the boards of Figma, Duolingo and Nuro, and recently joined Gigascale Capital as an Advising Partner, backing companies rebuilding the physical economy.In this conversation with Jessica Neal and co-host Jeff Markowitz, John walks through what he actually saw in the founders everyone else missed.He tells the story of chasing Kevin Systrom for six months, wiring the money on a Thursday, and getting the call three days later that Instagram was selling to Facebook. He explains the moment a friend showed him Instagram and what clicked was not the filters, it was the distribution. And he describes meeting a 19 year old Dylan Field at a Starbucks in Palo Alto, telling him his product did not matter, and then spending the next decade watching him prove it wrong.He is also honest about the parts that are harder to hear. Why some partners at Greylock wanted Dylan replaced. Why he thinks micromanaging the right things is a feature of good leadership, not a flaw. Why he does not tell CEOs anything, and what he does instead. And why, at a moment when OpenAI and Anthropic are pulling talent out of every company on earth, the answer is not matching the money.He closes with something a colleague at Mozilla told him years ago that he still carries: we had a chance to make the world we wanted, and we did it.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━WHAT WE COVER━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━THE FOUNDER QUESTION→ How John spotted Dylan Field at 19→ Why recruiting senior people is the strongest early signal→ The trait every great founder shares: relentless about getting help→ Why non-defensiveness beats raw intelligence→ The lunch where they told Dylan he had to build a go to marketTHE INVESTMENTS→ Chasing Kevin Systrom for six months→ The underwater photographer who explained Instagram to him→ Why the network mattered and the filters did not→ The four day flip to Facebook and what he told his LPs→ The Adobe Killers that came before Figma and why this one was differentLEADERSHIP AND SCALE→ Going from 12 people to a quarter of the internet at Mozilla→ Why he never learned the delegation lesson everyone teaches→ Larry and Sergey reviewing every resume and what that signals→ Learning to be simpler in your message as you grow→ Deciding you would rather be successful than comfortableTHE TALENT WAR→ Why every great person is now a free agent→ The spreadsheet exercise he gives every CEO→ Tour of duty and the bilateral deal between company and employee→ Never making an offer until you know it will be accepted→ Why money is rarely the only reason people leaveTHE CURRENT MOMENT→ Why leadership now means stability without pretending anything is stable→ The collision of faster scaling and total vulnerability→ Why org size no longer scales with impact→ Alpha nerds, Tim O'Reilly, and following the most technical people around→ Investing in transformers, copper recycling and rare earth supply chains→ Why none of the AI future is settled and it is all still to play for━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━CONNECT WITH JOHN LILLYLinkedIn: linkedin.com/in/johnlilly━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━Truth Works is hosted by Jessica Neal, former Chief Talent Officer at Netflix, with co-host Jeff Markowitz.

Design Systems WTF
Is Governance Just Theater?

Design Systems WTF

Play Episode Listen Later Jul 21, 2026 47:50


Live recording of the fortnightly podcast Design Systems WTF (back for season two!), where Luke Murphy and Michelle Chin attempt to combat all the amazing wtf in design systems. In each episode, they answer a single question around design system troubles with a Q&A from the live audience.Governance seems to be one of those fancy words that gets thrown around a lot by design system people - but what level of governance is actually worthwhile, and how much of it is theater? Michelle and Luke will dive into governance, what level is good enough, and what bits they think you should scrap.Show notesBrad Frost's governance flowchart — the component approval flow Michelle borrowed and adapted: A Design System Governance Process. Also available as a Figma community file, and his lighter-touch follow-up: Master design system governance with this one weird trickNathan Curtis on governance and contribution — his writing on contribution models referenced in the episode: Contributions to Design Systems and Team Models for Scaling a Design SystemManaging Chaos: Digital Governance by Design by Lisa Welchman — Michelle's book recommendation for adding process in a way that isn't "gross", with a historical look at how web governance emerged: Rosenfeld MediaOrg Design for Design Orgs by Peter Merholz & Kristin Skinner — Luke's companion-piece recommendation on ritual and process for design teams, transferable to design systems: petermerholz.com / O'ReillyBig Vape: The Rise and Fall of Juul — the Netflix documentary on Juul and "how not to do a startup": Netflix

Parlons Design
#423 What Design jobs will become ? - Figma Chief Design Officer, Loredana Crisan - Interview Product

Parlons Design

Play Episode Listen Later Jul 21, 2026 20:15


Loredana share her vision of the future of design in this insightful discussion! From what tools will become to what people will become, the Chief Design Officer of Figma give us actionable tips to move inside this new AI-driven space.

Supra Insider
#119: How I landed a director role in six weeks | Eric Posen (Director of Product @ Super.com, ex- ZeroClick, Honey)

Supra Insider

Play Episode Listen Later Jul 20, 2026 84:25


After an unexpected layoff, Eric Posen went from day-one outreach to three offers and a director role at Super.com in six weeks.In this episode, Eric breaks down the search in detail: how he mobilized his network, why he thinks cold applications are dead in this market, what made a referral effective, and the Claude tools he built to track roles and tailor his résumé.The biggest surprise came across seven interview processes: not one interviewer asked how he used AI. Eric, Marc, and Ben unpack why, along with take-home assignments, taste, negotiating scope and level, and choosing between three offers.This episode will be useful if you're searching for a role, preparing for interviews, or rebuilding your hiring process for the AI era.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

Topline
AI Marketing Master: The 'AI CMO' is a Beautiful Lie | Marc Ferrentino, CEO @ Quotient

Topline

Play Episode Listen Later Jul 19, 2026 73:57


Marc Ferrentino, Co-Founder and CEO of Quotient and former chief technical architect at Salesforce, joins Sam Jacobs and Asad Zaman to separate AI-marketing hype from what actually works today. Marc's core claim: the 'AI CMO' is marketing fiction, and the real near-term unlock is clearing the roughly 70% of a marketer's day lost to busywork, so smaller teams can finally operate like big ones. Topics include the collapse of specialized marketing roles into cross-functional generalists, why the apprenticeship model that trained classic marketers is most at risk, where the durable edge moves as performance marketing gets automated... and how taste separates real work from AI slop. Plus, a Quiz Pro Quo trivia round on famous tech emails, an honest look at ageism facing marketers in their 40s and 50s, and a Bulls and Bears debate on legacy martech, HubSpot, and Figma. Key Takeaways: - Marc's near-term promise to marketers is not an AI CMO but the removal of busywork. As he puts it: "companies that come out and claim to be your AI CMO… I think that is the most misleading marketing, but it's also just not true." Buckle up for a story or two about how he's seen the "AI CMO" blow up in people's faces. - The hiring bar is shifting from raw craft to AI fluency. In Marc's words: "we're all looking for the 10x developer, but the 10x developer who knows how to use AI is a 100x developer. And so it's the same thing with the marketer… the marketer who knows how to use AI is a 100x marketer… That's the person we want on the team." And he shares how his own developer interviews changed to match. - Marketing roles are not disappearing, but the specialist ladder that trained seasoned marketers is eroding. As Sam Jacobs, CEO of Pavilion, put it: "I see the collapse of specialization within a particular function. That doesn't diminish the need for the function, but does create an opportunity for those that are more fluent in all of these cross-functional tools." His deeper worry is the pipeline: "the apprenticeship model is the thing that's most at risk," raising the prospect of "a lack of classically trained marketers." - Ageism is real in marketing hiring, and it often hides inside neutral-sounding language. Asad Zaman, CEO of STA, observed, clients are saying things like: "I'm looking for somebody with high energy. High energy is like, I need somebody who is 30 to 33… high energy is like an age, basically." To what extent do the hosts agree with this perspective? Only one way to find out... Connect with the Hosts & Guests: Host: Sam Jacobs, CEO at Pavilion - https://www.linkedin.com/in/samfjacobs/ Host: Asad Zaman, CEO at STA - https://www.linkedin.com/in/azaman1/ Guest: Marc Ferrentino, Co-Founder & CEO at Quotient - https://www.linkedin.com/in/marcferrentino/ 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 Marc Ferrentino 02:09 Where AI Actually Works Today 04:05 The 'AI CMO' Is a Lie 07:10 AI Multiplies, Not Replaces 12:11 The Collapse of Specialization 15:10 The Apprenticeship Model at Risk 16:11 The Real Edge Is Brand 21:18 AI Slop and the Taste Problem 23:02 Marketing for the Rest of Business 35:15 Are the Models Asymptoting? 39:01 Quiz Pro Quo 44:44 Ageism in Marketing 49:18 Curiosity over Age 58:34 The 100x Marketer 1:03:54 Bulls VS Bears

Midjourney : Fast Hours
How AI Is Making Human Creativity More Valuable

Midjourney : Fast Hours

Play Episode Listen Later Jul 19, 2026 85:14


AI is making creative production faster while increasing the value of human craft, imperfection, and hands-on creative control.Drew and Rory start with Netflix's 300 AI-assisted programs and somehow end up defending Blockbuster, boxy cars, greasy roommates, and the radical act of making creative work harder on purpose. Between the usual intellectual potholes, they uncover why invisible AI succeeds, why perfect outputs are becoming exhausting, and why human-made work may become the premium signal.Covered in this episode:Netflix generative AI workflows span concept development, pre-visualization, visual effects, post-production, and release. Suno, Udio, Strudel, Foley artistry, AI music licensing, Runway visual storytelling, Claude, ChatGPT, Figma shaders, Photoshop retouching, creative consistency, nostalgic design, imperfect aesthetics, and hybrid human-AI production define the broader creative shift.---⏱️ Fast Hour00:00 Why are guests returning to Fast Hours?03:45 Why does summer trigger nostalgia?10:49 How is Netflix using generative AI?20:39 Could Blockbuster have become Netflix?24:04 What AI tools has Netflix open-sourced?28:36 What did the Suno breach reveal?32:21 Should AI be used to make music?43:31 Breaking down Runway's lamp film—hy does it work?51:43 How many movie story arcs exist?53:32 Does AI increase the value of human craft?57:53 Why are creators rejecting AI perfection?01:06:16 Why is nostalgic design returning?01:17:09 Why do simple stories feel better?01:23:09 How do AI projects maintain consistency?01:25:43 Who should Fast Hours interview next?#GenerativeAI #AIFilmmaking #AIMusic #CreativeProcess #FastHours

SaaS Connection
#195 Maxime Champoux, CEO et cofondateur de Well. Comment construire un SaaS à l'ère des agents IA.

SaaS Connection

Play Episode Listen Later Jul 17, 2026 65:46


Title: #195 Maxime Champoux, CEO et cofondateur de Well. Comment construire un SaaS à l'ère des agents IA.Pour l'épisode de cette semaine, je reçois Maxime Champoux, le CEO et cofondateur de Well.Well permet aux entrepreneurs et aux petites entreprises de connecter leurs différents outils pour centraliser leurs données business au sein d'une mémoire unique. Grâce à ce contexte, la plateforme peut ensuite automatiser des tâches comme la récupération de factures, la pré-comptabilité ou encore la génération d'analyses et de prévisions financières.Au cours de cet épisode, nous sommes revenus sur le parcours de Maxime dans la FinTech, de ses débuts chez iBanFirst à ses sept années chez Qonto, où il a accompagné l'entreprise de 50 à 1 600 collaborateurs et participé à la structuration d'une équipe produit de près de 150 personnes.Nous avons ensuite parlé de la création de Well et de la façon dont l'arrivée des agents IA a complètement transformé leur manière de construire le produit. En quelques mois, l'équipe est passée de 7 à plus de 100 fonctionnalités développées par mois, sans augmenter significativement ses effectifs.Maxime nous explique comment toute l'équipe s'est mise à coder, pourquoi le code est progressivement devenu la nouvelle source de vérité à la place de Figma, et comment ils ont structuré une flotte d'agents spécialisés pour préserver la qualité malgré l'accélération.Nous avons également parlé de documentation, de mémoire d'entreprise, de spécialisation des agents, d'amélioration continue, de l'évolution du rôle des Product Managers et des designers, ainsi que des nouvelles formes de défensibilité dans un monde où produire du logiciel devient beaucoup plus rapide.Vous pouvez suivre Maxime sur LinkedIn.Bonne écoute !Mentionnés pendant l'épisode :WellQontoiBanFirstMailjetClaude CodeOpenTelemetrySystème 1 / Système 2 de Daniel KahnemanPour soutenir SaaS Connection en 1 minute⏱ (et 2 secondes) :Abonnez-vous à SaaS Connection sur votre plateforme préférée pour ne rater aucun épisode

Beyond UX Design
What Reinventing Your Career (Twice) Actually Looks Like with Chris Nguyen

Beyond UX Design

Play Episode Listen Later Jul 14, 2026 61:37


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

Supra Insider
#118: What a money coach learned from 200 conversations about wealth | Vaibhav Goel (Money Coach, ex-Doordash, Google, LinkedIn, Microsoft, Lyft)

Supra Insider

Play Episode Listen Later Jul 13, 2026 80:31


Tech workers can be rigorous at work and surprisingly loose with their own money. After more than 200 coaching sessions, Vaibhav Goel keeps seeing the same patterns: too much wealth tied up in one company's stock, excess cash sitting idle, missed tax-advantaged accounts, and generic advice that does not fit high earners.In this episode, Marc Baselga and Ben Erez sit down with Vaibhav Goel, a former product leader at DoorDash, Google, Lyft, LinkedIn, and Microsoft who now coaches tech professionals on their finances. They unpack what changes at different net-worth levels, how to think about 529s and concentrated equity, why traditional advisor models can miss this group, and what a more practical financial plan can look like.They explore the most common money mistakes he sees, how priorities shift at different net-worth levels, plain-English breakdowns of things like 529 accounts and long-short investing, why traditional advisor incentives leave a lot of tech workers underserved, and how to think about diversifying a portfolio that has become dangerously concentrated in one stock.If you're a tech worker who optimizes everything at work but defaults on your own finances, someone sitting on concentrated company stock and unsure what to do next, or anyone curious how the newly wealthy actually handle sudden money, this episode is for you.This conversation is for education only and is not personal financial, investment, or tax advice.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

Lenny's Podcast: Product | Growth | Career
How tech workers actually feel about AI in 2026 | Annual AI sentiment survey (Noam Segal)

Lenny's Podcast: Product | Growth | Career

Play Episode Listen Later Jul 12, 2026 96:29


Noam Segal is a longtime research leader across Airbnb, Meta, Twitter, Zapier, Intercom, and Figma, a certified coach, AI builder, and my community research lead. Together, we run the annual Tech Worker Sentiment Survey, now in its second year and one of the largest of its kind: a quantitative study of how people in tech actually feel about their jobs, AI, burnout, and the future of their careers. This year's survey captured responses from thousands of workers across product, engineering, design, research, marketing, data, and sales, and the results are striking.In our in-depth conversation, we discuss:1. Why AI has split the tech workforce almost exactly in half—one half that's thriving, another that's shaken2. The four emotional archetypes defining tech workers right now (the Energized, the Conflicted, the Disoriented, and the Resentful)3. Why burnout has jumped an alarming 11 points in a single year4. Why nobody in tech would recommend their job to someone entering the industry today5. The #1 fear in tech right now (it's not job loss to AI)6. Why managers are the single biggest lever for employee well-being7. Concrete advice for what employees and leaders can do right now—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lennyMercury—Radically different banking, now with Command: https://mercury.com/command?utm_source=lennys&utm_medium=sponsored_newsletter&utm_campaign=26q3_brand_campaign—Episode transcript: https://www.lennysnewsletter.com/p/how-tech-workers-actually-feel-about—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Noam Segal:• X: https://x.com/noamseg• LinkedIn: https://www.linkedin.com/in/noamsegal—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 Noam Segal(02:34) About the survey: methodology and scope(06:04) The core finding: AI has split the tech workforce in half(13:03) The AI identity stance(14:40) The four archetypes: Energized, Conflicted, Disoriented, Resentful(19:35) Burnout is surging (and why shipping faster is making it worse)(22:53) A glimmer of hope(24:55) Layoff worries(29:15) The career recommendation NPS score(36:45) The ladder metaphor: rungs disappearing beneath our feet(45:14) AI is making us faster, not better(52:53) The #1 fear: being squeezed to do more for the same pay(55:55) The emotional landscape and “smiling exhaustion”(01:01:02) Designers and researchers: the most negative group two years running(01:06:27) Who's happiest(01:12:18) Managers: the single biggest lever on well-being(01:18:47) The industry is “chaotic”(01:24:53) What employees and leaders can do right now(01:31:32) AI guilt and closing thoughts—Referenced:• How tech workers are feeling in 2026: a workforce splitting in two: https://www.lennysnewsletter.com/p/how-tech-workers-are-feeling-in-2026• How tech's most resilient workers handle burnout: https://www.lennysnewsletter.com/p/how-techs-most-resilient-workers• Please stop the AI Confidence Theater: https://www.elenaverna.com/p/please-stop-the-ai-confidence-theater• Velocity over everything: How Ramp became the fastest-growing SaaS startup of all time | Geoff Charles (VP of Product): https://www.lennysnewsletter.com/p/velocity-over-everything-how-ramp• NPS Is The Worst: https://www.npsistheworst.com• The Terminator: https://www.imdb.com/title/tt0088247• Skynet: https://terminator.fandom.com/wiki/Skynet• Inside Devin: The world's first autonomous AI engineer that's set to write 50% of its company's code by end of year | Scott Wu (CEO and co-founder of Cognition): https://www.lennysnewsletter.com/p/inside-devin-scott-wu• Devin: https://devin.ai• An AI state of the union: We've passed the inflection point, dark factories are coming, and automation timelines | Simon Willison: https://www.lennysnewsletter.com/p/an-ai-state-of-the-union• Redeploying Fable 5: https://www.anthropic.com/news/redeploying-fable-5• Why half of product managers are in trouble | Nikhyl Singhal (Meta, Google): https://www.lennysnewsletter.com/p/why-half-of-product-managers-are-in-trouble• Inside Linear: Building with taste, craft, and focus | Karri Saarinen (co-founder, designer, CEO): https://www.lennysnewsletter.com/p/inside-linear-building-with-taste• Building beautiful products with Stripe's Head of Design | Katie Dill (Stripe, Airbnb, Lyft): https://www.lennysnewsletter.com/p/building-beautiful-products-with• The design process is dead. Here's what's replacing it. | Jenny Wen (head of design at Claude): https://www.lennysnewsletter.com/p/the-design-process-is-dead• OpenAI Codex lead on the new shape of product work | Andrew Ambrosino: https://www.lennysnewsletter.com/p/openai-codex-lead-on-the-new-shape• Elon Musk: ‘Chances are we're all living in a simulation': https://www.theguardian.com/technology/2016/jun/02/elon-musk-tesla-space-x-paypal-hyperloop-simulation—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

This Week in Startups
Danny Bernstein left Big Tech to fund farm-bots | E2310

This Week in Startups

Play Episode Listen Later Jul 10, 2026 60:54


This Week In Startups is made possible by: NetSuite https://NetSuite.ai/TWIST Squarespace https://squarespace.com/twist YSecurity https://YSecurity.io/TWIST Today's show: *America posted 400,000 farm jobs last year, and fewer than 1% got a single domestic applicant. Danny Bernstein of Reservoir believes it's time to start automating this backbreaking labor, like picking stone fruit in 110°F temperatures. So he built the world's first on-farm robotics incubator on 40 acres of California farmland. Here's why he argues that automating farms isn't just a new opportunity, it's a national security issue. PLUS Jason responded to Gal Shir's viral "AI beat me at design" tweet, got into a kerfuffle with Figma CEO Dylan Field, and wound up making a brand new J-Trade. AND we're talking about the Dept. of Education's new "do no harm" policy, the Brown University AI cheating chart that's blowing up social media, and Lon has fresh streaming recommendations in an all-new Off Duty. Guest: Danny Bernstein on X: https://x.com/bernsteind Reservoir Farms: https://reservoir.co/ Reservoir VC: https://reservoir.vc/ Relevant Links: Bonsai Robotics: https://bonsairobotics.ai/ Root AI acquired by AppHarvest: https://www.therobotreport.com/root-ai-acquired-by-appharvest-for-60m/ John Deere: https://www.deere.com/en-us/ Western Growers Association: https://www.wga.com/ Tanimura & Antle: https://www.taproduce.com/ Naturipe Berry Growers: https://www.naturipefarms.com/ Driscoll's: https://www.driscolls.com/ Taylor Farms: https://www.taylorfarms.com/ The Wonderful Company: https://www.wonderful.com/ Capital Factory: https://www.capitalfactory.com/ Gal Shir "quitting design" post: https://x.com/galshirart/status/2074854464729629060 Dylan Field response to Gal Shir: https://x.com/zoink/status/2075290218660298807 JCal response to Field and "J-Trade": https://x.com/Jason/status/2075481565115654305 Figma: https://www.figma.com/ Dept. of Education: "Do No Harm" policy announcement: https://www.ed.gov/about/news/press-release/us-department-of-education-issues-final-rule-hold-all-colleges-and-universities-accountable-low-earning-programs NPR coverage on Dept. of Education earnings test: https://www.npr.org/2026/06/30/nx-s1-5835631/turner-camhi-do-no-harm-college-loans Paul Graham "cheating chart" post: https://x.com/paulg/status/2075031014628311236 Off Duty Recommendations: "Lioness" on Paramount+: https://www.youtube.com/watch?v=jNRQ0PR4a8U "Mayor of Kingstown" on Paramount+: https://www.youtube.com/watch?v=VkQzvwxOp0s "Human Vapor" on Netflix: https://www.youtube.com/watch?v=7xe6dRKVAb8 "Sugar" on Apple TV+: https://www.youtube.com/watch?v=twvPGxuEOEA "Wind River" (now on Netflix): https://www.youtube.com/watch?v=CZgN0dpFoaE "Not Fade Away" by Peter Barton & Laurence Shames: https://www.amazon.com/Not-Fade-Away-Short-Lived/dp/1579546889 Timestamps: 0:00 Jason's ongoing World Tour 1:43 Danny Bernstein joins live from Reservoir Farms 3:38 What is "specialty crop agriculture" 5:15 Why strawberries are the "white whale" of AgTech 6:55 The labor crisis in farming 9:20 Why AgTech never scaled 9:51 NetSuite - For the first time, you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/TWIST 10:51 Inside Reservoir's business model 17:44 Agriculture as national security 20:09 Squarespace - Turn your idea into a beautiful website! Go to https://www.squarespace.com/twist for a free trial. When you're ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain. 22:15 Did AI beat a designer at design? 30:56 YSecurity - The on-demand security team for startups. Need enterprise-grade security without hiring a $400k CISO? YSecurity gives you 40+ expert engineers, matched to exactly what you need, by the hour, with your first six hours completely free. Go to https://YSecurity.io/TWIST 37:23 The "do no harm" college earnings test 43:27 Brown University students cheated on their midterms 52:22 Lon's streaming recommendations 59:46 Jason's new snake grabber   Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp   Follow Lon: X: https://x.com/lons   Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm   Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis   Check out all our partner offers: https://partners.launch.co/   Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland   Check out Jason's suite of newsletters: https://substack.com/@calacanis   Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

IFTTD - If This Then Dev
#335.exe - Figma: From tech debt to AI, all through collaboration. The real life of a VP of Engineering par Jeremy Cohen

IFTTD - If This Then Dev

Play Episode Listen Later Jul 10, 2026 16:11


Pour l'épisode #335 je recevais Marcel Weekes. On en débrief avec Jeremy.

Best Story Wins
The Small Team Advantage: Turning Size into a Superpower, with Maria Irie of Chili Piper

Best Story Wins

Play Episode Listen Later Jul 9, 2026 32:55


Every designer you know is quietly panicking about the same thing: their Figma hours dropped from 90% of the week to 30%, and nobody told them what to do with the other 60%. Is that a crisis or a promotion?Maria Irie runs brand at Chili Piper with a team of two — and she's spent the last year rebuilding her entire job around AI without losing what makes the brand feel human. She's mid-migration from Webflow to Claude, she's turned herself into a systems-builder instead of a one-pager machine, and she's got a theory about why the scrappiest, least "scalable" parts of marketing — the Ibiza offsites, the events, the stuff that doesn't show up in a report — are exactly what AI can't touch. This isn't a "prompt better" conversation. It's what happens when a whole discipline gets rewritten mid-career.We also cover:Why Maria cut her Figma time from 90% to 30% — and what she's building insteadThe "too many windows" problem: what it actually costs your brain to run five AI tools at onceWhy a two-person brand team deliberately protects the stuff that doesn't scale — and bets the whole brand on it

Design System Office Hours
Ep 103: Config 2026 Recap

Design System Office Hours

Play Episode Listen Later Jul 9, 2026 36:35


Davy returns from Config with a backpack full of new Figma features. Also our annual discussion of were these releases for us?

This Week in Startups
Why Data Is the Next $1 Trillion Market

This Week in Startups

Play Episode Listen Later Jul 8, 2026 66:01


This Week In Startups is made possible by: Digital Ocean - do.co/twist Agree.com - agree.com Every.io - every.io.   Today's show: How many startups matter in tech? Fewer than you think. That's why venture capitalists are tripping over themselves to get onto their cap tables, no matter the cost. Why? Footwork's Nikhil Basu Trivedi argues that the Valley has never been more "power-law-pilled" than it is today. Basu Trivedi joined Cendana Capital's Michael Kim and TWiST's Alex Wilhelm to go deep on secondary markets, the state of startup M&A, why the SaaSpocalypse may be temporary, and what could trigger a retrenchment of the AI trade. It's Wednesday, so it's time for our venture capital roundtable to go deep on how VCs are investing today, and where on the horizon they have their eyes fixed! Guest links: Nikhil Basu Trivedi https://x.com/nbt Footwork https://www.footwork.vc/ Michael Kim https://x.com/MKRocks Cendana Capital https://www.cendanacapital.com/ Show links: The USVC-Anduril blowup https://x.com/ankurnagpal/status/2072701195714531398 Kline Hill Cendana Partners https://www.secondariesinvestor.com/kline-hill-and-cendana-raise-400m-for-second-vc-secondaries-fund/ GPTZero's exit https://gptzero.me/news/preserving-whats-human/ Salesforce buys Fin https://www.salesforce.com/news/press-releases/2026/06/15/salesforce-signs-definitive-agreement-to-acquire-fin/ Vercel buys Better Auth https://vercel.com/blog/vercel-acquires-better-auth Figma buys Bud https://techcrunch.com/2026/07/07/figma-acquires-team-behind-a-vibe-coding-app/ Protoge https://withprotege.ai/ Windborne https://windbornesystems.com/ Etched https://www.etched.com/ Lovable's reported raise https://sifted.eu/articles/lovable-300m-13-2bn-valuation Josh Browder https://x.com/Joshuabrowder   Timestamps: 0:00 Introduction: Nikhil Basu Trivedi (Footwork) & Michael Kim (Cendana Capital) 1:59 The Anduril vs. USVC secondary market blowup 4:08 Why Silicon Valley is 'power-law-pilled' 8:23 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 9:37 Information asymmetry in the secondary markets 9:45 Every.io — For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io 15:02 Is SPV fraud smoke or fire? 16:32 Superhuman acquires GPTZero 19:54 Agree.com - Stop chasing invoices and automate your entire contract-to-cash stack. Go to https://agree.com and tell them Jason sent you to get 50% off for life! 21:10 The M&A wave 27:19 The SaaSpocalypse debate 29:59 DigitalOcean - Head to https://do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. 30:44 Data's moment in the energy → compute → data loop 35:01 Where will AI value accrue? 40:04 What could cause an AI correction? 42:17 Why some companies are "too big to miss" 46:23 China's possible open-weight model ban 53:28 Young founders: Etched, Thiel Fellows, Z Fellows, Neo 55:33 Portfolio spotlight: WindBorne's weather balloons and data moat 58:47 Michael's favorite fund manager: Josh Browder Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp   Follow Lon: X: https://x.com/lons   Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm   Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis   Check out all our partner offers: https://partners.launch.co/   Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland   Check out Jason's suite of newsletters: https://substack.com/@calacanis   Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

Ideas de Master Muñoz
Le Estamos Dando a Anthropic lo que ni Meta Pudo Comprar | Ep. 371

Ideas de Master Muñoz

Play Episode Listen Later Jul 8, 2026 39:53


Anthropic se está comiendo a sus propios clientes. Figma la acusa de robarse su tecnología después de meses de trabajar juntos. El gobierno de Estados Unidos ya no confía en tener sus modelos de IA en manos de terceros y contrata a Palantir para construir los suyos propios con hardware propio.Carlos Muñoz y Ricardo Moreno destapan el caso que tiene a Silicon Valley hablando: cómo una empresa de inteligencia artificial terminó compitiendo con quienes la contrataron, por qué esto es distinto a lo que hizo Meta o Google en su momento, y por qué el "Memory Trade" de Micron movió miles de millones en la bolsa el mismo día que nadie lo vio venir.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Future of UX
#161 700 Components in One Day: How Design Work Is Quietly Moving Into Code

Future of UX

Play Episode Listen Later Jul 8, 2026 22:22


A client of mine just rebuilt their entire Figma design system — roughly 700 components — as code components in Claude Code. It took one day. And now their designers prototype in code, while Figma has become the tool they open "when they occasionally need to design something."In this episode, I unpack what this story reveals about where our jobs are heading. The "should designers code?" debate is over — but we didn't end it. The job market did. And the way our roles are changing isn't arriving as a memo. It's arriving as convenience.In this episode:Why prototyping in the real system (instead of a Figma simulation) is a genuine qualitative leap — and why the design-to-dev handoff gap just disappearedThe four quiet problems nobody talks about: fast isn't faithful, two sources of truth, the illusion of production-ready, and the question of where invention lives nowWhy role creep in 2026 doesn't come from your boss — it comes from your toolsThe one question that matters more than "should designers code?": are you building the mental model, or just orchestrating outputs?Your homework: pick one workflow change that happened "by itself" and choose it on purposeAI for Designers: 5-week Bootcamp

The Inquisitive Analyst
Jira Hacks Every BA Should Know: with Karaleise Wurhmann

The Inquisitive Analyst

Play Episode Listen Later Jul 7, 2026 53:09


Karaleise Wurhmann, a seasoned Business Analyst and trainer, shares practical productivity Jira hacks that help BAs work more effectively.She demonstrates how to build custom, customizing workflows that replace vague default statuses, writing well-structured user stories using the Gherkin format, convert bug tickets into user stories, embedding live Figma designs into Jira, and clone existing stories to save time. These examples are all illustrated through real projects from her Back Office Club community.YouTube:https://youtu.be/9z4oGdG7o5w

This Week in Startups
$100T is managed by "human duct tape" | E2308

This Week in Startups

Play Episode Listen Later Jul 6, 2026 58:02


This Week In Startups is made possible by: Northwest Registered Agent https://northwestregisteredagent.com/twist Vanta https://www.vanta.com/twist Sentry https://sentry.io/twist Today's show: *There are $100 trillion in global assets sitting on top of what Hanover Park co-founder/CEO Chris Hladczuk calls "human duct tape": armies of accountants in offices patching together work from various legacy tools (QuickBooks, Excel) that are holding funds' own data hostage. Can all of this be replaced with AI? Find out how their startup went from overseeing $1B to $20B in assets in just 15 months. PLUS, we flash back to March 2020, when Jason and Figma co-founder/CEO Dylan Field broke down the design tool's initial go-to-market strategy, made some WILDLY inaccurate COVID predictions, and considered anxiety about "SaaS burnout" years before the category went full apocalyptic. Guests: Chris Hladczuk on X: https://x.com/chrishlad Hanover Park: https://www.hanoverpark.com/ Dylan Field: https://x.com/zoink Figma: https://www.figma.com/ Relevant Links: Turner Novak on X: https://x.com/TurnerNovak Banana Capital: https://www.bananacapital.vc/ Emergence Capital: https://www.emcap.com/ Lux Capital: https://www.luxcapital.com/ Susa Ventures: https://susaventures.com/ Bill.com: https://www.bill.com/ METR: https://metr.org/ Granola AI note taker: https://www.granola.ai/ Vanta: https://www.vanta.com/ Foo Camp on YouTube: https://www.youtube.com/c/foocamp TechCrunch Mahalo coverage: https://techcrunch.com/2014/01/27/inside-mobile-news-launch/ Timestamps: 0:00 Hanover Park & the fund admin problem 3:32 Why funds outsource instead of building 5:44 Why fund accounting is so complex 10:38 The "one-click migration" goal 10:48 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist 13:51 Context vs. intelligence gaps 16:11 No PMs, No Designers 20:46 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist 23:18 This is a $100T opportunity 25:36 Flashback w/ Dylan Field of Figma 29:15 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 31:22 Pre-AI enterprise security worries 36:30 SaaS overload and SaaS burnout 37:30 The evolution of Figma pricing 42:38 The rise and fall of Mahalo dot com 51:38 The work-from-home revolution begins Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Thank you to our partners: (0:00) PARTNER - AD BLURB (0:00) PARTNER - AD BLURB (0:00) PARTNER - AD BLURB Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

Joy Joya Jewelry Marketing Podcast
389 - I Tested Klaviyo's New AI Tool - Here's What You Actually Need to Know

Joy Joya Jewelry Marketing Podcast

Play Episode Listen Later Jul 6, 2026 14:09


Klaviyo has been rolling out something called Composer in beta - an AI agent that promises to build entire marketing campaigns from a single prompt. Audience, copy, design, segmentation, all of it. The promise is impressive. So I got access on a real client account and tested it myself. And my honest take is more nuanced than the hype - and more useful than the skeptics would have you believe. The short version: Composer is less an autonomous agent and more a really well-informed assistant. It knows your account data better than any outside AI tool could. It just still needs you. Where it genuinely surprised me was the data side - send time recommendations backed by actual account history, revenue per recipient, open rates by date, flagging which sends had enough volume to be statistically meaningful. That's marketing expert level analysis, and it's specific to your account in a way that ChatGPT or Claude simply can't replicate without a direct integration. Where it fell short was the creative side. The copy was functional but generic. The design pulled image slices from across the account that didn't really hang together. Getting it to feel on brand would have taken enough back and forth that I may as well have just written and designed it myself. In this episode I walk through exactly what happened when I tested it, what genuinely impressed me, where it still needs a human, and how to think about using it if you get access. ✨ In this episode, you'll learn: What Klaviyo Composer actually is and what it promises to do What happened when I tested it on a real client account with a real campaign prompt Why the creative output is a starting point, not a finished product The limitation that affects accounts where most emails are designed in Figma or Canva The one thing Composer did that genuinely surprised me - and why it matters Why the send time analysis is where this tool actually earns its place What to watch out for with the auto-populated segmentation suggestions How to think about the human vs. AI division of labor in your email program right now Let it handle the data. You handle the creative direction and strategy. That framing is really useful for anyone thinking about where AI fits into their email marketing going forward. Work with Joy Joya: https://joyjoya.com

Supra Insider
#117: How Gusto is turning every employee into an AI builder through hackathons | Alex Meyers (Principal Product Manager @ Gusto)

Supra Insider

Play Episode Listen Later Jul 6, 2026 61:40


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

The Contrarians with Adam and Adir
AI's $7 Trillion Bubble, Corporate Travel's Next Disaster, Work From Home Revolts, and The Man Shake Buy Back

The Contrarians with Adam and Adir

Play Episode Listen Later Jul 6, 2026 104:28


Adam and Adir discuss London’s heat wave, Victoria’s crime wave, Labor’s housing mess, the world’s most profitable companies, Nvidia and the AI bubble, remote work, Canva vs Figma, Koala, SkinKandy, The Man Shake and the latest Corporate Travel disaster. 00:00 - London's Heat Wave06:00 - Victoria's Crime Wave and the Housing Debate14:00 - The 30 Most Profitable Companies23:00 - The AI Bubble, Nvidia and the $7 Trillion Question44:00 - CGT, Capitalism and Labor's Budget Backlash54:00 - Remote Work, Gen Z and Canva's Office Crackdown1:05:01 - Koala, SkinKandy and the ASX IPO Problem1:10:00 - Man Shake1:20:00 - Corporate Travel's Latest Disaster Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/See omnystudio.com/listener for privacy information.

Midjourney : Fast Hours
Taste Isn't the AI Moat You Think It Is

Midjourney : Fast Hours

Play Episode Listen Later Jul 4, 2026 88:35


The boys are back with episode 72, where Rory Flynn and Drew Brucker attempt to discuss AI like serious adults. Yeah, that didn't work. They immediately detour into Figma Config, Waymo trust issues, Invisalign lisp watch, and the quiet horror of paying for AI models that may or may not be getting nerfed behind the curtain.This one gets into the big question creative teams keep circling: is taste still a moat in the AI era? Drew and Rory break down why “taste as a moat” is getting shakier, what types of taste are actually durable, and why timing, novelty, cultural awareness, editorial judgment, brand systems, and compounding context may matter more than ever.They also dig into Claude Fable, government access to stronger AI models, the widening gap between public and private model capability, Figma's new AI workflows, Weavy integration, Adobe Firefly Foundry, Disney's custom AI model deal, and Midjourney's V8.2 preview, texture upgrades, editing roadmap, and secret search tricks.---⏱️ Fast Hour00:00 The boys are back00:11 Rory recaps Figma Config03:13 Rory tries Waymo for the first time08:52 The algorithm ding09:59 Invisalign enters the chat10:41 Claude Fable returns nerfed13:32 AI regulation gets messy18:44 AI tools and IP risk22:33 Taste as a moat gets challenged25:02 Breaking down types of taste27:40 Timing, novelty, and AI trends29:53 Trend cycles hit warp speed31:12 AI slop can damage brands34:45 Vintage aesthetics and timing38:37 Taste needs systems now40:14 Evolving visual taste43:19 South Park and imperfect taste45:55 Figma updates and custom tools52:39 Shaders, motion, and Weavy56:01 Retention beats acquisition01:00:59 Adobe Firefly Foundry01:02:25 Disney enters custom AI models01:03:34 The custom model problem01:07:09 Midjourney preview mode01:08:18 Midjourney V8.2 texture and skin detail01:16:13 Midjourney V9 training and web redesign01:16:43 Midjourney editing roadmap01:21:34 Secret search tip01:23:03 Broken toes and podcast lore01:25:14 Listener shoutouts01:27:13 Subscribe, hype, tell a mechanic#FastHours #ArtificialIntelligence #AI #AICreative #GenerativeAI #AIArt #Midjourney #ClaudeAI #AdobeFirefly #Figma #Weavy #AITools #BrandStrategy #CreativeAI #AIWorkflow

Stop The Scroll w/ Brianna Doe
We All Thought Authenticity Was The Whole Game. Turns Out It's Just Confidence.

Stop The Scroll w/ Brianna Doe

Play Episode Listen Later Jul 2, 2026 37:08 Transcription Available


Most creator marketing advice is about going viral, but real impact comes from how brands and creators actually work together.In this episode of Stop the Scroll, Roo Yeshpaul Johnson, Head of Creator Marketing at Figma, and I are talking about what's shaping the creator economy right now — from the myth of unlimited brand budgets to why “great creator partnerships” often come down to something much less glamorous: reliability, negotiation, and whether the math still works.We also get into the tension no one wants to say out loud: creators are getting more expensive, brands are getting more selective, and long-term partnerships are not as guaranteed as the internet makes them sound.And underneath all of it is a bigger question — if everyone is a creator now, what actually makes someone worth paying attention to?Highlights:(00:00) Introduction(01:18) Meet Roo Yeshpaul Johnson(03:41) Why Marketers Still Need a Seat in the Room(07:14) What Creator Activations Look Like Without Marketers(08:48) The Myth of Unlimited Creator Budgets(15:30) What Makes a Creator Easy to Work With(19:45) The Coming Tiered Creator Economy(25:17) What Will Feel Weird About Creator Culture Soon(27:42) Rise of the Practitioner Creator(30:10) Why Creator-Brand Relationships Break or Scale(32:23) What Every Marketer Should KnowResources:Hear more from me in the Stop the Scroll Newsletter: https://briannadoe.substack.com/Connect on LinkedIn: https://www.linkedin.com/in/brianna-doe/ Roo's LinkedIn: https://www.linkedin.com/in/rooyj Figma LinkedIn: https://www.linkedin.com/company/figma Figma Website: https://www.figma.com/ 

What Bubbles Up
S7E8: What Bubbles Up in...Config 2026!

What Bubbles Up

Play Episode Listen Later Jun 29, 2026 43:40


In this quick one, Phil returns from San Francisco to join Barry and discuss all the latest and greatest features announced at Config 2026, Figma's annual product conference. We discuss how Figma is enabling global teams to better collaborate and enhance their work with AI, and how they are incorporating more and more of the entire design workflow in their canvas with releases like Motion, Figma Weave, and Code Layers. We also discuss how these features impact token usage and licensing costs for teams, and for clients, who have invested heavily in the platform. We wrap by discussing how Figma is investing in the community, specifically the international community, how they need to continue meeting teams where they are. Enjoy!Drinks: Devil's Purse Brewing Co. Sichuan Wit, Zero Gravity Craft Brewery Green State LagerLinks: www.figma.com

Supra Insider
#116: Lessons learned from hiring 4 AI PMs in seven months | Chris Gomes (VP of Product @ Conveyor)

Supra Insider

Play Episode Listen Later Jun 29, 2026 79:52


Chris Gomes set out to hire four AI product managers. Seven months later, his biggest lesson was not about AI at all.In this episode of Supra Insider, Marc Baselga and Ben Erez sit down with Chris Gomes, VP of Product at Conveyor, the Series B startup that automates responses to security questionnaires and RFPs. Chris walks through the seven months he spent hiring four AI PMs, why he spent so long defining what an “AI product manager” even means, and the realization that culture fit, not AI skill, was the thing that actually predicted success.They explore how he rebuilt a stalled interview process by pulling the most important screens to the front, the MOC framework he uses to map each interview step to specific competencies, his case for work trials and customer role-plays, how he treats references and back-channels, and why the gut-level question of whether you'd enjoy working with someone deserves more weight than most rubrics give it.If you're a hiring manager trying to run a tighter, higher-signal process, a founder thinking about your first product hires, or a PM preparing for interviews and wondering what teams are really evaluating, 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

Hunters and Unicorns
Scaled MongoDB From $35M to $2B — Why He HATES the Word Playbook

Hunters and Unicorns

Play Episode Listen Later Jun 24, 2026 56:10


What does it really take to scale a software company from $35M to $2B ARR? In this episode of Hunters & Unicorns, Simon Kouttis and Ollie Kuehne sit down with Dan Barrett, SVP International at Figma and former MongoDB leader, to unpack the lessons behind one of SaaS's most remarkable growth stories. Dan shares why he hates the word "playbook," how MongoDB evolved through multiple sales transformations, and why the best leaders focus on developing people—not following a rigid process. The conversation explores authenticity in leadership, building high-performance teams, scaling PLG and enterprise sales motions, customer success, AI's impact on software sales, and the leadership lessons that helped Dan grow from a first-time manager into one of the industry's most respected sales leaders. In this episode: • Scaling MongoDB from $35M to $2B ARR • Why Dan hates the term "playbook" • The leadership epiphany that changed his career • Building trust without fear or intimidation • PLG vs enterprise sales models • What great sales organizations do differently • How to develop future sales leaders • Why authenticity is a leadership superpower • AI, SaaS, and the future of enterprise sales Subscribe for more conversations with the leaders building the next generation of SaaS companies. #HuntersAndUnicorns #DanBarrett #Figma #MongoDB #SalesLeadership #SaaS #EnterpriseSales #PLG #CustomerSuccess #b2bsales Timestamps: 0:00 — Trailer 1:02 — Introduction & Sponsor 1:56 — Welcome Dan Barrett 2:35 — Dan's Career & the Epiphany Moment 9:00 — Pressure Before the Epiphany 10:02 — QBRs With John McMahon 11:50 — Fighting for Space to Change 13:37 — From MongoDB to Figma 17:21 — Where PLG Goes Wrong 19:00 — Rethinking the Playbook 23:55 — Learning What Works at Figma 31:46 — Playbook vs Authenticity 33:32 — Moving Into Customer Success 38:06 — Knowing When to Leave MongoDB 41:00 — Sustaining Energy for Nearly a Decade 43:31 — Hunters & Unicorns Origin Story 48:21 — Will Salespeople Survive AI 51:20 — The Future of Figma 54:03 — Closing

Deep Dives 🤿
Loredana Crisan - Figma's big bets for the future of AI design

Deep Dives 🤿

Play Episode Listen Later Jun 24, 2026 50:13


This week we are going behind the scenes of Config 2026 with Loredana Crisan (Figma's Chief Design Officer) https://www.linkedin.com/in/loredanacrisan/We talk about Figma's vision for AI, why design is having “an identity crisis and a renaissance at the same time,” and what it means to use AI to express what's already in your head (not outsource creativity to it).It's a clarifying conversation about taste, tools, and the future of design

Supra Insider
#115: This product leader built an AI brain that runs on every computer at his company | Kyler Ross (Head of Product @ Cloaked)

Supra Insider

Play Episode Listen Later Jun 22, 2026 64:44


This episode contains some screen sharing so it's best watched on YouTubeWhat happens when one product leader decides to stop copy-pasting between chat windows and instead build an operating layer that puts coding agents in the hands of an entire company?In this episode of Supra Insider, Marc Baselga and Ben Erez sit down with Kyler Ross, Head of Product at Cloaked, to walk through the internal “harness” he started building last Thanksgiving: an agent-friendly system of context files and scripts that lets agents read from and write to the team's real tools. Kyler explains how it gets installed on every company machine, why he treats each new agent session like onboarding an employee, and how a self-improving loop of skills and automated reviews keeps it getting better.They explore his day-to-day setup for running many agents at once, why worktrees and Claude Code hooks exist to make failure nearly impossible, a one-on-one prep skill that pulls context from every corner of the company, and the layered guardrails, including a nightly “librarian” agent, that keep confidential information from leaking.If you're a product or engineering leader trying to make your team more AI-native, someone wiring agents into real workflows, or anyone wrestling with how to run agents safely at scale, 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

Design Gold
The Craft Behind Tools

Design Gold

Play Episode Listen Later Jun 19, 2026 32:53


Season 3 is here with new co-host Lily. This episode tackles a question every designer should sit with: are you mastering your craft, or just mastering your tools?They dig into why "Figma" isn't a skill, designers vibe coding their own tools, and what a pro photographer with a Barbie camera teaches about fundamentals. Plus: why cross-platform handoffs are still broken, what AI agent demos conveniently skip, and the Ferrari Luce debate, where brand legacy meets bold new design.00:00 Intro: Welcome to Season 300:14 Craft vs. Tooling: The Core Debate01:18 Building Your Own Tools03:40 Analog vs. Hyper-Future05:22 Tooling That Incentivizes Better Design06:49 Designing for Context, Not Just Platform08:22 Cross-Platform Continuity & The AI Demo Problem18:24 Bringing It Back: What Is Craft, Really?20:09 How Tool Companies Captured Design Culture22:45 The Ferrari Luce: When Brand Meets New Craft27:00 Digital vs. Tactile in Car Interiors32:37 Wrap-Up: Own the Vertical

Sway
‘Hard Fork' Live Part 2: Dylan Field on Standing Out in the A.I. Era

Sway

Play Episode Listen Later Jun 17, 2026 31:14


We're back with more from our live event at the Yerba Buena Center for the Arts in San Francisco. In this episode, we sit down with Dylan Field, a founder and the chief executive of the design company Figma, for what he describes as a “roller coaster” of a conversation. We cover everything from the company's “Design Is Dead” campaign to the sudden resignation of the Anthropic executive Mike Krieger from Figma's board. Then, we close things out with a special musical performance by eight wooden robotic dolls that make up the Teenage Engineering Choir. One quick correction to note: In our interview with Field, he makes reference to the SpaceX S-1 filing and misstates what the company says their addressable market for A.I. enterprise applications is. Field says “$22.9 trillion,” but the correct number from the SpaceX filing is $22.7 trillion. The decimal point makes it look small, but it's a difference of $200 billion. We'll be back on Friday with our final installment of “Hard Fork” Live.   Guests: Dylan Field, chief executive and co-founder of Figma. Dan Powell, robot conductor, New York Times music composer and “Hard Fork” theme-song creator. Teenage Engineering Choir   Additional Reading: This Start-Up's $20 Billion Sale Died. It Came Fighting Back.   We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Millennial Investing - The Investor’s Podcast Network
TIVP075 (Video): WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O'Malley

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Jun 7, 2026 75:53


Daniel Mahncke and Shawn O'Malley take a deep dive into Wix.com — the Israeli website-building platform whose investment case now turns on two of the most debated questions in the stock today: whether the generative-AI wave that lets anyone spin up a site from a text prompt is the end of Wix or whether Wix is too sticky, and whether the Base 44 acquisition — Wix's bet on AI-powered app generation — is the next leg of the story or a distraction from the SMB infrastructure business the company already dominates. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:00:48) How Wix Was Founded (00:23:46) Why Clients Keep Using Wix (00:26:19) How Much of Wix Is Actually Vulnerable to AI (00:35:32) Why Wix Is More Sticky Than It Seems (00:37:01) Whether Vibecoding Is Likely to Disrupt Drag-and-Drop Website Building (00:45:34) Why Base44 Could Change the Entire Investment Case (01:01:25) How Wix Could Survive and Turn Into a Multibagger (01:04:29) Valuation Discussion of Wix (01:09:21) Whether Shawn and Daniel Add Wix to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠. Portfolio Review ⁠Submit Tool⁠. Value Investor Club ⁠Article⁠. Chit Chat Stocks w/ ⁠Manuel Cunha⁠. Future Investing ⁠Interview w/ Manuel Cunha⁠. Rene Sellman ⁠Substack Article⁠. Manuel Cunha ⁠Substack Article⁠. Previous Intrinsic Value breakdowns: ⁠Figma⁠, ⁠Microsoft⁠, ⁠Salesforce⁠, ⁠Adobe⁠. Follow Shawn on ⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠. Follow Daniel on ⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠sponsors⁠⁠⁠⁠: ⁠Fiscal.AI⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

We Study Billionaires - The Investor’s Podcast Network
TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O'Malley

We Study Billionaires - The Investor’s Podcast Network

Play Episode Listen Later Jun 4, 2026 73:34


Daniel Mahncke and Shawn O'Malley take a deep dive into Wix.com — the Israeli website-building platform whose investment case now turns on two of the most debated questions in the stock today: whether the generative-AI wave that lets anyone spin up a site from a text prompt is the end of Wix or whether Wix is too sticky, and whether the Base 44 acquisition — Wix's bet on AI-powered app generation — is the next leg of the story or a distraction from the SMB infrastructure business the company already dominates. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:32) How Wix was founded (00:21:35) Why clients keep using Wix (00:28:05) How much of WIX is actually vulnerable to AI (00:37:07) Why Wix is more sticky than it seems (00:38:24) Whether vibecoding is likely to disrupt drag-and-drop website building (00:46:54) Why Base44 could change the entire investment case (01:06:24) How Wix could survive and turn into a multibagger (01:09:21) Valuation discussion of Wix (01:13:26) Whether Shawn and Daniel add Wix to the Intrinsic Value Portfolio BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠. Portfolio Review Submit Tool. Value Investor Club Article. Chit Chat Stocks w/ Manuel Cunha. Future Investing Interview w/ Manuel Cunha. Rene Sellman Substack Article. Manuel Cunha Substack Article. Previous Intrinsic Value breakdowns: Figma, Microsoft, Salesforce, Adobe. Follow Shawn on ⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠. Follow Daniel on ⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In Depth
How to build a beloved tech brand | Sheila Joglekar Vashee (CMO, Figma)

In Depth

Play Episode Listen Later Jun 4, 2026 60:48


In today's conversation, Brett sits down with CMO of Figma, Sheila Joglekar Vashee. Previously the second marketing hire at Dropbox, where she helped scale the company past $1 billion in revenue, she now leads marketing at Figma fresh off its IPO. In an industry that has spent a decade trying to turn marketing into something closer to hedge fund trading, Sheila argues the art was always the point — we just stopped talking about it. She unpacks how to run marketing as a portfolio of moonshots, why giving teams different goals breeds dysfunction, how to scale taste across an organization, and why old playbooks are obsolete, even as the fundamentals hold. In today's episode, we discuss: How to run marketing like a portfolio of moonshots The value of disruptive energy for senior marketers Why "Ubiquity is the opposite of cool" How to actually scale taste across an organization What great marketing looks like in the AI era Referenced: Apple: https://www.apple.com/ Dennis Woodside: https://www.linkedin.com/in/dennis-woodside-341302/ Dropbox: https://www.dropbox.com/ Dylan Field: https://www.linkedin.com/in/dylanfield/ Figma: https://www.figma.com Francoise Brougher: https://www.linkedin.com/in/francoise-brougher-341a72/ Gap: https://www.gap.com/ Google Chrome: https://www.google.com/chrome/ Harley-Davidson: https://www.harley-davidson.com/ HubSpot: https://www.hubspot.com/ Notion: https://www.notion.com/ Opendoor: https://www.opendoor.com/ Pinterest: https://www.pinterest.com/ Square: https://squareup.com/ The Web Is What You Make of It (Dear Sophie): https://www.youtube.com/watch?v=pzOBOuyr-EU Urban Outfitters: https://www.urbanoutfitters.com/ Yamini Rangan: https://www.linkedin.com/in/yaminirangan/ Where to find Sheila: LinkedIn: https://www.linkedin.com/in/sheilavashee/ X: https://x.com/sheilavashee Where to find Brett: LinkedIn: https://www.linkedin.com/in/brett-berson-9986644/ X: https://x.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 Timestamps: 00:00 Introduction 00:07 What excellent marketing actually is in 2026 01:36 Why giving teams different goals creates dysfunction 02:36 The most important decision Sheila made as CMO last year 04:26 The real difference between an SVP and a CMO 06:05 Marketing is one engine - not separate pieces 07:15 The tension between brand and growth 09:25 The decisions a CMO should never be making 09:55 Running marketing like a portfolio of moonshots 12:46 "Ubiquity is the opposite of cool" 15:11 Why a few companies get a flywheel of momentum 16:44 The Silicon Valley clock and irrational perception cycles 19:25 How to actually scale taste across an org 21:09 What changes for a CMO in a post-LLM world 23:15 Why the artistic side of marketing never really left 26:05 Whether taste can ever be encoded in software 27:15 Telling an optimistic, yet realistic story about AI 30:50 You need to make people care 32:11 What surprised Sheila about being a public-company CMO 33:46 Why Figma won enterprise where Dropbox couldn't 35:25 Sheila's favorite campaign ever 37:10 Why announcement videos full of humans, lack humanity 38:55 Playbooks are obselete, but the fundamentals are not 40:25 Why marketing in 2026 demands disruptive energy 41:54 How Sheila architects her week 48:55 Where corporate politics actually come from 53:55 "Sheila, are you going to change the world in this job?" 58:09 What's unique about the CMO and CEO relationship

Business Pants
BLAME: Carnival data breach, Danone methane reduction, GM loses a director

Business Pants

Play Episode Listen Later Jun 2, 2026 44:02


DAMIONCarnival Corporation's data breach exposed personal data of nearly 6 million customers: An April social engineering attack on an employee account compromised names, dates of birth, and government-issued ID numbers. WHO DO YOU BLAMESkills: Technology & Cybersecurity: Experience with information technology and cybersecurity matters is increasingly important to mitigate the risks our business faces, promote innovation and maintain a competitive edge in a rapidly evolving technological ageLeast represented 5/11CEO Josh WeinsteinNO: at Carnival since 2002, started as General CounselSir Johathon BandNO: First Sea Lord and Chief of Naval Staff, the most senior officer position in the British Navy (2006 to 2009, when he retired); Admiral and Commander-in-Chief Fleet (2002 to 2006); Served as a naval officer in increasing positions of authority (1967 to 2002)Jason CahillyNO: CEO Dragon Group LLC, provides capital and business management consulting and advisory services worldwide; The NBA: CFO & Chief Strategic Officer; Goldman Sachs: Partner; Global Co-Head of Media and Telecommunications; Head of Principal Investing for Technology, Media & TelecommunicationsNelda ConnorsNO: CEO/Chair Pine Grove Holdings, a privately held investment company; CEO Atkore International, manufacturer of electrical, safety and infrastructure solutions; VP Eaton Corporation, electrical and automotive supplierLaura WeilNO: Founder Village Lane Advisory LLC, specializes in providing executive and strategic consulting services to retailers COO New York & Company, women's apparel and accessories retailer; CEO Ashley Stewart, women's apparel retailer; CEO Urban Brands, apparel retailer; COO AnnTaylor Stores, women's apparel retailer; CFO American Eagle Outfitters, apparel retailerAudit Committee: Oversee management's risk assessment processes to identify principal and emerging risks, including financial, IT, cybersecurity and non-HESS operational risksLaura Weil*: NOJason Cahilly: NOJeffrey Gearhart: NOWalmart Corporate Secretary and lawyerStuart Subotnick: NOCEO at Metromedia Company, wireless/communications, until 2010; Carnival director since 1987 Health, Environmental, Safety and Security Committee: Oversee management's processes to identify principal and emerging health, environmental, safety, security and sustainability-related risks, including those related to ship operations and cybersecurity, RAAS health, environmental, safety, security audits, IAG and external investigations into significant ship incidents, and health, environmental, safety, security-related hotline complaints, and assess the steps management has taken to minimize such risks.Sir Johathon Band*: NONelda Connors: NOHelen Deeble: NOFormer CEO P&O Ferries Division Holdings, shipping and logistics businessKatie Lahey: NOExecutive Chair Korn Ferry Australasia, leadership and talent firmMicky Arison (75%): Exec Chair and former CEO and 7% stockholderThe CEO Pay Ratio1,063:124 retail CEOs made as much in a day as their typical employee earned in a year — and a big one didn't. WHO DO YOU BLAMEThe separation of CEO and Chair: Hamilton E. James Chair/Ron Vachris MMNot uniqueOnly 50% of the board is men. WTF?uniqueOne share = one voteNot uniqueState of HQ = WashingtonAlso StarbucksState of Inc = WashingtonAlso StarbucksPledge of allegiance to stakeholdersCostco generally has: Higher wages; Better benefits; Lower turnover; Higher sales per employee.Industry-leading employee compensation AND Self-imposed low-margin pricing philosophyWalmart only low-margin pricingOther comps:Todd Vasos of Dollar General, Shane O'Kelly of AutoZone, Gerald Morgan of Texas Roadhouse, Jack Sinclair of Sprouts Farmers Market, William Stengel of Genuine Parts Company, Michael Creedon of Dollar Tree, Ronald Sargent of Kroger, Lauren Hobart of Dick's Sporting Goods, Joshua Kobza of Restaurant Brands Inc., Kecia Steelman of Ulta Beauty, Scott Boatwright of Chipotle, Ted Decker of Home Depot, Bob Eddy of BJ's Wholesale Club, Corie Barry of Best Buy, James Conroy of Ross Stores, Chris Turner and David Gibbs of Yum Brands, Chris Kempczinski of McDonald's, Marvin Ellison of Lowe's, Brian Cornell of Target, Ernie Herrman of TJX Companies, Doug McMillon of Walmart, Brian Niccol of Starbucks, Hal Lawton of Tractor Supply Co, Laura Alber of Williams-SonomaFigma Gets an Activist Investor. Exhibit A on Why Companies Don't Want to Go Public. Figma's first year as a public company hasn't gone well. Findell Capital Management said it needs to take steps to shed its unwarranted reputation as an artificial-intelligence “loser.” WHO DO YOU BLAME?Figma founder and CEO Dylan Field: Owns 10% of shares but 72% of voting power: Class B shares worth 15 votes per shareDylan owns 158 Class A Shares (or 0.00003556% of 444,278,887)And Chair$5B net worth$865M total summary compensation in 2025; $91M in 2024Nominating Agreement:Figma must nominate Dylan Field to be a director and include him in the proxy statementThe company must use its resources to back him up and actively convince other shareholders to vote for him In response to a question about how he was going to change the world, Dylan said he was going to build better software for drones.Bro fest sausage party2 of 9 directors are womenTop 5 NEOs all dudesPeter ThielForced Dylan to drop out of Brown for a dumb fellowshipVC Blowhardiness on the BoardVC dude John Lilly (Greylock): Lead Independent Director2nd longest tenure (2014)Member of the Audit Committee; Member of the Nominating Committee (only Lilly and Rimer)VC dude Andrew Reed (Sequoia)Director at debt-maker Klarna Group (also way down since IPO): down roughly 54% from its initial $40.00 IPO price, and down nearly 68% from its all-time highMember of the Compensation Committee (which modeled Dylan's pay package after Elon Musk)VC dude Danny Rimer (Index Ventures)Director since 2014B.A. in History and Literature from HarvardMember of the Compensation Committee (which modeled Dylan's pay package after Elon Musk)Member of the Nominating Committee (only Lilly and Rimer)Luis von AhnDuolingo co-founder and CEO2025: shared an internal email outlining Duolingo's new "AI-first" strategy where Duolingo would “gradually stop using contractors to do work that AI can handle”Stated that "AI is a better teacher than humans" and that the future role of teachers would be reduced to providing "childcare."Blamed the controversy on a "lack of context" in his original statements"AI-First" memo goes viral: $389; today $118MATTDanone, Starbucks shine in methane-reduction rankingDanone is the only company in the group aligned with the Global Methane Pledge, an initiative backed by 150 countries that targets a 30 percent reduction in global levels of the gas by 2030. The French multinational also leads the pack in progress toward its target, having come close to hitting it five years ahead of schedule.WHO DO YOU CREDIT?Chair of the CSR committee Lise Kingo (9% influence), one of three directors tagged as merit directorsmaster's degree in Responsibility & Business from the University of Bathbachelor degrees in Religions and Ancient Greek Artbachelor's degree in Marketing and Economicscertificate as International Director from INSEADEx Novo Nordisk environmental affairs, internal audit, compliance, human resources, communication, branding and sustainabilityHelped create the UN SDGs and the UN Global CompactSomehow only bats 559 on carbon intensity (career) and 415 for scope 1/2 (career)Also, using deference metrics, the ONLY DIRECTOR tagged as fully independentEmployee rep member of the CSR committee Bettina Theissig (5% influence) and the employees of DanoneThe committee charter mandates employees get a say: At least two thirds of the CSR Committee must be independent, as defined by the AFEP-MEDEF Code. At least one Director representing employees must be a member of the Committee.In France (Danone's domicile), the European Investment Bank found that French employees were the most aware of environmental issues - 82% of French employees said they were highly concerned about environmental issues, highest in EuropeLead Independent Director and chair of the Nom/comp committee who put together the comp plan, Valerie Chapoulaud-Floquet15% influence, second to the 18% influence CEO (democracy!!), got 99.16% shareholder approval in April (even as CEO got 89.73% approval and pay got 93.19% approval)20% of short-term pay and 30% of long-term pay is based on hitting sustainability targetsWhen you pay a CEO to do a thing, they are more likely to do a thingEx-CEO Emmanuel FaberOusted in 2021 by the board of directors and activist investors, he transformed Danone into an “enterprise a mission” (a French version of a B corp)Investors voted 99% in favor of the move and a year later ousted Faber, the board resigned, and the new board and CEO are basically moving back towards being environmental leaders because it paid offShort term share price laggedHe said in 2024 that nature is “at the core” of Danone, It took the stock 3 years from Faber's ousting to return to Faber levels - and in the meantime, they were sued for plastics and emissionsIsn't this HIS win?Current CEO Antoine de Saint-AffriqueBecause CEOGM Board Director Jonathan McNeill Stepping DownCEO of DVx Ventures. Ex COO at Lyft Inc. and ex president, Global Sales, Delivery and Service at Tesla, current director at Lululemon, GM director since 2022, on the Governance and Corporate Responsibility committee and Risk and Cybersecurity committee.We know that half of boards on average think someone on the board should be replaced - did the GM board not like McNeill?WHO/WHAT WOULD WE BLAME FOR PUSHING MCNEILL OUT?Outsider dude bro DRLet's be honest, McNeill worked at much more… modern?... companies than GMThe board is OLD SCHOOL - ex Northrop Grumman, ex Visa, ex Lazard, ex HP, ex eBay, ex Novartis, ex Walmart, other directorships at Goldman, Huntsman, P&G… these are professional, insular boardsMeanwhile, he's investing as a VC in AI, other auto/mobility startups, comes from boards that are bro founder lead (Tesla, Lyft) He's invested in AI, crypto, heavy tech, intertwined with VCs all overNot deferential enoughBarra is connected to 94% - THE ENTIRE - boardMcNeill has the highest network power on the board at $9tn, higher than even Mary Barra (who is super connected), but is NOT a power player in the board community of GM - the dominant board communities for GM are massive blue chip US companies, where McNeill has deeper connections in smaller IT/tech focused companiesHe doesn't need the pay, he gets nothing for the connections really, he has connection to Barra but his network is different - was he too independent?Pissed he doesn't have enough influence McNeill has the LOWEST influence on the GM board at 4%He's relatively new, younger, working as a VC where you have a lot of power of capital allocation“I don't need this shit” effect?Too many womenMcNeill's dvX ventures portfolio team is 6 dudes and 1 womendvX entire operations staff is two woman - guess what they do“Chief of Staff” (ie, HR)Executive Assistant (yes, listed on the team)Board is 2 women, 3 men (McNeill not on board)This one seems unlikely I guess?Too busy, meh, move onOne of dvX portfolio companies is curbee, with GM Ventures' Kurt Baumgarten on the board (and the dvX co-founder is founder of Curbee)McNeill on at least 3 of his portfolio boards or advisory committees, plus LULU and GM…

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E
Investor Stories 477: Why VCs Passed on Figma, ClickUp, Uber, Pinterest, Okta, DoorDash, and Anthropic: Lessons from Investor Anti Portfolios (Ulevitch, Saper, Patnam)

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E

Play Episode Listen Later May 28, 2026 7:00


n this special segment of The Full Ratchet, the following Investors are featured: David Ulevitch of Andreessen Horowitz Jake Saper of Emergence Capital Sandesh Patnam of Premji Invest Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

The Tim Ferriss Show
#863: Elad Gil, Consigliere to Empire Builders — How to Spot Billion-Dollar Companies Before Everyone Else, The Misty AI Frontier, How Coke Beat Pepsi, When Consensus Pays, and Much More

The Tim Ferriss Show

Play Episode Listen Later Apr 29, 2026 111:58


Elad Gil (@eladgil) is CEO of Gil & Co, a multi-stage investment firm, holding company, and operating company working on the world's most advanced technologies. Elad is a serial entrepreneur, operating executive, and investor or advisor to private companies, including AirBnB, Anduril, Coinbase, Figma, Instacart, OpenAI, SpaceX, and Stripe. He was previously VP of Corporate Strategy at Twitter and started mobile at Google. He was the founder and CEO of Mixerlabs and Color. Elad is the author of the bestseller High Growth Handbook: Scaling Startups from 10 to 10,000 People.This episode is brought to you by:Matic the intelligent robot vacuum and mop that navigates obstacles and needs no babysitting: MaticRobots.com/TimAG1 all-in-one nutritional supplement: DrinkAG1.com/TimEight Sleep Pod Cover 5 sleeping solution for dynamic cooling and heating: EightSleep.com/Tim Helix Sleep premium mattresses: HelixSleep.com/TimTimestamps[00:00:00] Start.[00:02:21] What's the “AI personal IPO” that just quietly happened across Silicon Valley?[00:05:28] Tens to hundreds of millions per researcher: What top AI pay packages actually look like.[00:06:44] The compute ceiling: Why Korean memory fabs are the unlikely bottleneck throttling every AI lab on earth.[00:11:11] From zero to $30B run rate: The fastest revenue ramps in the history of capitalism.[00:17:24] The dot-com survival rate was one in 100. Buckle up, AI founders.[00:20:35] Your value-maximizing window: Why the next 12–18 months may be as good as it gets.[00:21:32] Durable advantage — and why the AI market is an oligopoly (for now).[00:24:12] Exit options for AI founders: labs, hyperscalers, vertical players, and the underrated merger of equals.[00:28:11] Math, biology, and intuitive leaps: Elad's pre-investing background.[00:29:42] Elad's revisionist genesis story.[00:30:50] Go where the cluster is: 91% of global AI private market cap lives in a 10×10 mile square.[00:33:20] The accidental investor: Patrick Collison walks, Airbnb intros, and deals that just happened.[00:34:37] Want money? Ask for advice. Want advice? Ask for money.[00:35:00] The High Growth Handbook: Tactical guide, not bedtime reading.[00:35:41] Market first, team second — with a Perplexity-and-Anduril asterisk.[00:37:43] Smoke in the distance: AlexNet and the transformative GPT-3 moment.[00:45:15] AI cold-reading: Feeding photos to the model and getting eerily accurate personality reads.[00:48:56] Has Elad ever done a retrospective on his own investing?[00:52:13] Power laws are terrifying: 10 companies, 80% of returns, two decades.[00:55:53] Avoiding science projects, and how SPACs accidentally saved hard tech investing.[00:59:20] The one-belief framework: Coinbase = crypto index. Stripe = e-commerce index. That's the whole memo.[01:00:54] Due diligence theater vs. the one question that actually matters.[01:02:13] The four-year vest is a relic: How venture capital ate growth investing.[01:07:16] Boards as in-laws: You can't fire them, so choose wisely.[01:09:47] “Valuation is temporary. Control is forever.” — Naval Ravikant, as quoted by Elad, as relayed to you.[01:11:30] How great companies actually grew: toolbars, name-targeted ads, and billions in distribution spend.[01:15:36] Selling software vs. selling labor hours: The real shift generative AI made.[01:18:40] Spotting a great market: regulatory shifts, technology shifts, and Hashi getting bought by IBM.[01:21:28] Fake TAM, real TAM, and the Coke CEO who realized he wasn't in the soda business.[01:22:47] Right now, consensus is just correct. Save the contrarianism for later.[01:25:15] Market entry vs. market disruption: SpaceX launched rockets, then disrupted the internet.[01:26:16] How Elad learns: X, papers, 20-minute calls with the right people — and four AI models running in parallel.[01:27:15] Deep dive: ADHD, autism, and why diagnostic rates soared without more people actually having it.[01:33:40] Longevity for realists: sleep, creatine, and maybe rapamycin when the real drugs arrive.[01:40:30] Ibogaine, anesthesia, and the next frontier of bioelectric medicine.[01:45:15] Elad's first-ever 10-year plan — and why making one changes everything.[01:46:53] Parting thoughts.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.