Podcasts about Google Cloud

In today's Cloud Wars Minute, I call out AWS's slowdown in both innovation and momentum, as the rest of the hyperscalers redefine the future of cloud.Highlights00:15 — Now it's been interesting here as we watch the four hyperscalers recently, Microsoft, AWS, Google Cloud, and Oracle. We hear that cliche about a rising tide lifts all boats. And I would say that AWS is definitely the one of the four hyperscalers that is rising less slowly, less quickly, and to not as great a height.01:08 — AWS is the company that created the cloud infrastructure business, and for most of those 19 years, AWS deserved to be called the King of the Cloud. But a few years ago, Microsoft's cloud, Azure, became, you know, quite prominent. Google Cloud started to innovate wildly. Oracle has been on fire. AWS lost the role, the opportunity, the swagger of being the leader02:16 — It is now the follower. AWS is not the innovator, either in technology or in go-to-market ways, and these financial results prove that they certainly had a very nice Q3. You can't just bring metrics or comparative performance from other industries and apply it to the Cloud Wars. Those numbers that AWS put up were just not anywhere close to as good as those of its competitors.03:36 — So, in either of those cases, AWS is being dramatically outgrown by the other three hyperscalers. There's just no way around it, and in a detailed article that I'll have on cloudwars.com later today, I lay that out both for the quarterly numbers and the latest RPO and backlog figures.04:23 — And in the AI Revolution, these four companies are in large part helping the entire global economy to establish, "How am I going to move forward? What am I going to need to do?" The other three have all stolen the jump on AWS and become much more dynamic, and that's revealed in the customer demand, expressed as quarterly revenue and also going forward as RPO or backlog.05:28 — What we're seeing here is the fact that this, this notion of innovation, of, you know, relentless performance, relentless excellence, relentless progress. It can be brutal at times. And while AWS is a big, successful company, is going to be around for a long time, the numbers are showing it is no longer anywhere close to the leader. Visit Cloud Wars for more.

Stephen Grootes speaks to Emile Stipp, Global Chief Actuary and Managing Director of Vitality AI, about how Discovery Group’s new partnership with Google Cloud is transforming health management. Through the launch of Vitality AI, the insurer is using artificial intelligence to deliver hyper-personalised, proactive health recommendations to millions of users worldwide, marking a major step forward in digital wellness innovation. In other interviews, multi award-winning chef Coco Reinarhz, chats about the embodiment of African epicurean elegance, the state of luxury dining and fine cuisine in South Africa. He explores how local high-end restaurants measure up against global standards, the artistry behind their offerings, and how evolving tastes and expectations from South African diners are shaping the country’s fine dining scene. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

En este episodio de Insights, analizamos el desempeño reciente de Google (Alphabet) y cómo sus estrategias en inteligencia artificial, Google Cloud y nuevos desarrollos tecnológicos impactan el mercado. Hablamos de los resultados financieros de la empresa, su diversificación frente a competidores como Amazon, Microsoft y Meta, y los movimientos legales que podrían afectar su futuro.Descubre por qué Google sigue siendo una de las compañías más innovadoras y cómo sus iniciativas en IA, chips propios y negocios en la nube podrían influir en tus inversiones. Además, te contamos detalles sobre su crecimiento en los últimos seis meses y el “momento Google” que está generando interés entre los inversionistas.

Stephen Grootes speaks to Emile Stipp, Global Chief Actuary and Managing Director of Vitality AI, about how Discovery Group’s new partnership with Google Cloud is transforming health management. Through the launch of Vitality AI, the insurer is using artificial intelligence to deliver hyper-personalised, proactive health recommendations to millions of users worldwide, marking a major step forward in digital wellness innovation. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Show NotesIn this episode, Johan and Jonas open the AI toolbox and reveal how next-gen marketing teams are building custom GPTs, Gemini-powered copilots, and using Veo for video automation.It's not about experimenting anymore,it's about implementing AI at scale. Learn how the most forward-thinking ecommerce teams use foundation models to optimize creative, analytics, and media execution.What You'll Learn:How to use OpenAI's GPT and Google's Gemini to build custom marketing agentsThe role of Vertex AI and Google Cloud in scalable agent deploymentsReal-world use cases: from feed optimization to automated insightsWhat Veo, Google's generative video AI, means for future content creationWhy marketing teams are moving from ChatGPT prompts to full AI workflowsShow LinksConnect with us: Jonas LinkedinJohan's LinkedinEmail us: Jonas@keywordio.comJohanlidner@keywordio.comGet a quote from Keywordio 

India is the 2nd largest startup ecosystem now. But, can it be at par with Silicon Valley?With 37 years of experience in the valley, Avanish sahai believes it can. But what made Silicon Valley the ultimate startup ecosystem? It was investors, universities and an environment where people dreamed to come live and work. And, in the last 25 years India has been going through the same transformation. And the changes are nothing short of  admirable.Avanish started his career from a Mckinsey office in 1999 which ideated India's software dream,  with policy changes the country needed to lead in Technology. Since then, he's held senior roles at Oracle, Salesforce, ServiceNow, and Google Cloud, and served on HubSpot's board through its journey from $500M to $2B.Avanish talks with great passion about startups that are disrupting the world today, taking lessons from small companies that took over legends who were believed to be indestructible. Even with all the hype around AI, Avanish reminds us that ultimately it's all about people. 0:00 – Trailer1:13 – 37 years in Silicon Valley2:33 – McKinsey's “Vision 2020” for India (in 1980)7:30 – When only $8 was allowed for migrants to the U.S.?9:48 – “India is the ultimate definition of a startup ecosystem”11:30 – How openness to the world has changed India13:08 – India's tech stack should go global14:09 – Why “India is hot” right now17:41 – Global disruptors building for the world19:48 – Think big and fail often24:09 – HubSpot: Single product → multi-product → platform27:11 – How today's startups can compete with legends30:45 – Salesforce had APIs from day one (in 1999)35:51 – How AI is redefining Legends vs. startups41:51 – Life as a Stanford DCI fellow42:53 – How should the world adapt for 20–25 extra years?45:29 – How to spot the right wave and players in Career45:16 – Get mentors, stay curious, and take risks48:00 – Why it's still all about PEOPLE51:53 – How AI could disrupt vertical SaaS industries-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text

(0:00) Introducing Ari Emanuel (1:03) Ari's background in the content business and Hollywood (4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products (9:21) AI's impact: anticipating the 3-day workweek (12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP ownership (18:20) How he got a fighter's reputation, relationship with Michael Ovitz, how he built on Ovitz's vision (22:12) Future of sports entertainment: adapting to attention spans, clip culture, going global (24:21) Ari's relationship with his brothers and Elon Musk Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Ari: https://x.com/AriEmanuel Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

In today's Cloud Wars Live, Mahesh Thiagarajan, EVP, Oracle Cloud Infrastructure, speaks with Bob Evans about Oracle's bold strategy to lead in the AI infrastructure race. He details how Oracle is scaling zeta-level compute, launching a 1.5 gigawatt GPU campus, and engineering full-stack solutions that combine bare-metal hardware, custom networking, and advanced software. With OCI's rapid innovation and massive scale, Oracle is positioning itself as a serious challenger to cloud incumbents like AWS, Microsoft, and Google Cloud.Scaling AI at OracleThe Big Themes:Enterprise Data Continuity and Cloud Strategy: Enterprises rely on mission-critical data, such as databases, and migrating that data to the cloud remains a major strategic priority. The challenge isn't simply moving data: It's building a cloud platform that delivers real value to customers. As Thiagarajan and his team began developing Oracle Cloud Infrastructure to support these needs, they focused on core fundamentals: performance, cost efficiency, and security. This illustrates that for today's cloud providers, success isn't just about innovative features, but about engineering deep, resilient infrastructure.Customer‑First Execution: Thiagarajan repeatedly states there is no perfect playbook. The approach: wake up every day, talk to partners, figure out what customers need and execute. This mindset emphasises responsiveness and pragmatism. Given the rapid pace of change in cloud and AI, large providers cannot wait for general frameworks to emerge. They must iterate, partner, and build in real time.“Late” As An Advantage: Thiagarajan observes that arriving in cloud later gave Oracle the ability to learn from first movers' mistakes and benefit from newer hardware generations without legacy baggage. While first movers often carry large legacy systems, later entrants can design for new architectures (bare‑metal, custom networking) from the ground up. That doesn't guarantee success but presents an advantage if leveraged.The Big Quote: “You earn trust with [partners] by getting their products out to market fast into the hands of the customers, because that really translates to them, the end customer, being happy."More from Mahesh Thiagarajan and Oracle:Connect with Mahesh Thiagarajan on LinkedIn or take a look at his Oracle blog posts. Visit Cloud Wars for more.

Adaora Okeleke, Principal Analyst at Analysys Mason, speaks with Matt Anderson, Head of Cloud IT Telecom Solutions at Google Cloud, and Tunc Yorulmaz, Senior Managing Director and Global Lead for Cloud First Networks at Accenture. They share insights from Analysys Mason's perspective, GenAI in the network: CSP progress in adopting GenAI for network operations. They discuss how telecoms operators are using generative AI (GenAI) for network operations. Topics include: early learnings from GenAI deployments in telecoms networks key challenges that operators face when applying AI to network operations and automation how agentic AI could support the future evolution towards autonomous networks. This episode offers clear, practical guidance for telecoms executives and network leaders that are looking to scale GenAI, cloud and automation in their networks and understand the emerging role of agentic AI in network transformation.

(0:00) Introducing Tareq Amin (0:39) Saudi Arabia's evolution, Humain's business (8:11) How Humain works with foundational model providers (13:14) Saudi's energy and talent advantages, the AI race in the Middle East (18:11) Working in the era of MBS, Vision 2030 (21:40) How Saudi manages their relationships with the US and China (23:51) Sacks on the US-Saudi AI alliance Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Tareq: https://x.com/TareqAmin_ Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

Apple brings the App Store to the web. When the cyber white hats turn black hat. Jensen didn't get what he really wants from Trump. Coca-Cola says nobody cares if the commercials are AI. Is Common Crawl the secret AI infrastructure? And why Google Cloud is the thing sending Google stock to new all-time highs. Apple brings its App Store to the web (The Verge) Prosecutors allege incident response pros used ALPHV/BlackCat to commit string of ransomware attacks (Cyberscoop) Waymo's robotaxis are coming to three new cities (The Verge) Trump Officials Torpedoed Nvidia's Push to Export AI Chips to China (WSJ) Coca-Cola Injects ‘Holidays Are Coming' Ads With an Upgraded Dose of AI (WSJ) The Nonprofit Doing the AI Industry's Dirty Work (The Atlantic) AI turned Google Cloud from also-ran into Alphabet's growth driver (Reuters) Steven Bartlett's Steve Jobs Cartoon Video Learn more about your ad choices. Visit megaphone.fm/adchoices

Glen boils down the prevailing themes from this year's Money 20/20 conference, upping the ante via interviews with a pair of compelling startups (Eloquent AI and RentFlow) and Paze's update on securing identity through the digital wallet. Also- Fiserv shakes investors to the core, and open banking continues to ruffle feathers.    Links related to this episode:   Eloquent AI: https://www.eloquentai.co/    RentFlow: https://www.therentflow.com/    Paze: https://www.paze.com/    A credit union-specific take on Fiserv's stock meltdown: https://chipfilson.com/2025/10/a-surprise-for-1254-credit-unions-heads-up-for-everyone-else/    Western Union's stablecoin play: https://ir.westernunion.com/news/archived-press-releases/press-release-details/2025/Western-Union-Announces-USDPT-Stablecoin-on-Solana-and-Digital-Asset-Network/default.aspx    PayPal and Google Cloud's agentic AI gambit:  https://cloud.google.com/blog/topics/financial-services/introducing-an-agentic-commerce-solution-for-merchants-from-paypal-and-google-cloud      Join us for our next CU Town Hall- Wednesday November 19 at 3pm ET/Noon PT- for a live and lively interactive conversation tackling the major issues facing credit unions today. The Town Hall is free to attend, but advance registration is required:  https://www.cutownhall.com/     Follow us on LinkedIn:  https://www.linkedin.com/company/best-innovation-group/   https://www.linkedin.com/in/jbfintech/  https://www.linkedin.com/in/glensarvady/

In today's Cloud Wars Minute, I take a look at how Oracle and Google Cloud are surging past Microsoft and AWS in RPO and backlog growthHighlights00:13 — There's no question that 10, 12, 15 years ago, it was AWS and Microsoft that set the rules for cloud infrastructure. Google Cloud and Oracle, both of them, while much smaller in revenue than AWS and Microsoft, are growing much faster. My conclusion here is that Oracle and Google Cloud are roaring past Microsoft and AWS in RPO and backlog growth. Let me show you what I mean.01:14 — Oracle, Google Cloud, Microsoft, AWS. I've got two sets of growth rates here. This first one looks sequentially — Q3 RPO growth versus total Q2 revenue — and what the growth rate is. Oracle: $455 billion RPO. It grew sequentially from their last quarter to this quarter — its RPO went up 43%. Google Cloud: $155 billion. From last quarter's number to this quarter, its RPO growth rate was up 46%.02:17 — Microsoft: $392 billion, huge number, but its RPO grew just 6.5%. Looks weak compared to the others, but then there's AWS — $200 billion RPO for the quarter ended September 30. That's an RPO growth of only 2.5%. So, we have these two high-flyers in the hyper-growth category, mid-40s, and the two big traditional cloud infrastructure vendors growing in single digits.03:15 — RPO growth rates on an annual basis, year over year. Oracle's up 359%. Google Cloud: huge jump here, 82% growth in their backlog year over year. Microsoft: very nice, 51% year over year. But if you look at the most recent number, it's 6.5%. AWS — I can't give you an annual growth number because a year ago AWS was not releasing its backlog numbers. In Q2, it was $195 billion.04:03 — So, they went up $5 billion to $200 billion, and that's why they had that small growth number. Now we all know those lines about “there are three kinds of lies — lies, damned lies, and statistics.” So, somebody might think I'm spinning a tale and fibbing or lying about these numbers, but the numbers themselves do not lie, and what they're clearly showing is that Google Cloud and Oracle are doing new sorts of things.04:46 — They're appealing to the new needs, demands, and requirements customers have, and it's being reflected in the growth — not only their higher revenue growth rates, which reflect the past, but also their RPO or backlog growth rates, which reflect and look into the future. Visit Cloud Wars for more.

La inteligencia artificial y las grandes compañías tecnológicas continúan siendo el motor principal detrás del crecimiento de Wall Street. Las colaboraciones estratégicas entre los gigantes del sector de la IA están impulsando los índices bursátiles y generando rentabilidades destacadas. La alianza más reciente que ha captado la atención del mercado es la de OpenAI y Amazon, ya que la empresa dirigida por Sam Altman empezará a utilizar la infraestructura de Amazon Web Services (AWS). Este anuncio provocó que las acciones de Amazon subieran un 4% en la última jornada y acumulen un incremento del 14% en solo dos días, alcanzando así niveles récord. Al mismo tiempo, se intensifican los rumores sobre una posible salida a Bolsa de OpenAI, impulsada por la necesidad de financiación derivada de sus costosos acuerdos. La operación entre ambas compañías, valorada en 38.000 millones de dólares, se desarrollará en dos etapas. En la primera, OpenAI aprovechará la infraestructura actual de AWS, mientras que en la segunda fase, Amazon construirá instalaciones adicionales específicamente diseñadas para la empresa de Altman. Además, OpenAI podrá acceder a los potentes procesadores gráficos de Nvidia, reforzando su capacidad de cómputo y consolidando la confianza en la nube de Amazon, que el pasado viernes experimentó un notable repunte bursátil. Este movimiento permite a Amazon reducir la brecha con sus competidores directos, Microsoft Azure y Google Cloud, en la batalla por el liderazgo del sector. Sin embargo, el volumen de inversión y los altos niveles de deuda en las tecnológicas han despertado temores sobre una posible burbuja financiera. Solo Amazon, Microsoft, Apple, Meta y Alphabet acumulan alrededor de 457.000 millones de dólares en deuda, mientras que OpenAI mantiene compromisos valorados en 1,4 billones. A pesar de las advertencias, varios analistas sostienen que el negocio de estas empresas sigue mostrando una gran fortaleza. Este nuevo acuerdo, además, marca una creciente distancia entre OpenAI y Microsoft. Aunque la firma de Redmond anunció recientemente una inversión adicional de 250.000 millones en Azure, su exclusividad con OpenAI terminó en enero, permitiendo a la desarrolladora de ChatGPT negociar libremente con otros proveedores de nube.

(0:00) Introducing Paul "Triple H" Levesque (0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock (5:41) The rise of the antihero / heel persona, and why modern wrestling is more morally grey (8:43) WWE vs UFC: Why they are opposites, star building (11:21) Physicality of the WWE and how they support wrestlers (14:13) The business of the WWE: using streaming and social as a funnel for live events, the magic of live WWE (21:28) Helping America's youth via physical fitness (23:35) How the internet forced wrestlers to blend their in ring personas with real-life Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Triple H: https://x.com/TripleH Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

In today's Cloud Wars Minute, I look at the shift in enterprise preference from Microsoft to Google Cloud.Highlights00:15 — The three original hyperscalers all released numbers for Q3 last year. Each should be proud, but Google Cloud stood out in a significant way. Its Q3 revenue is up 34% to $15.2 billion. Its Q2 growth had been 32%, so, accelerating here. Mid-year, it said its CapEx would be $75 billion for all of 2025. A few months ago, it said, “Now we're going to have to make it $85 billion..."01:38 — Now it's saying it's going to be somewhere between $91 and $93 billion for this year. If you take the three hyperscalers in their Q3 performance here: $49.1 billion for Microsoft, up 26%, , terrific results. AWS, $33 billion; that was up 20%, so accelerating from Q2's 17.5% — very nice. And then Google Cloud, $15.2 billion, as I mentioned, up 34%.02:39 — AWS and Microsoft are much larger than Google Cloud. Regarding new business Microsoft added $2.4 billion, AWS $2.1 billion, and Google Cloud $1.6 billion. So how does that play out? Well, of the $6.1 billion in incremental new revenue, Q3 over Q2, Microsoft got 39.3%, AWS, 34.4%, and Google Cloud,26.2%. So, for Google Cloud, 15.6% overall, but 26.2% of the new business.03:47 — My point here is that some previous long-range contracts that these companies have been winning have positioned AWS and Microsoft as much larger than Google Cloud; they've earned that. But looking forward here, in the early days of the AI Revolution, Google Cloud is gaining a disproportionate share of new business based on its size relative to AWS and Microsoft.04:44 — But I think the interesting thing here is to say, of the new business and looking forward, who's winning this stuff — sort of right here, right now — forgetting the size disparities that have been up in the past. And Google Cloud, on that front, is looking very good. Visit Cloud Wars for more.

Juan Loaiza is the EVP of Database Technologies at Oracle. In today's special episode of Cloud Wars Live, Loaiza joins Bob Evans to discuss how AI is transforming the way businesses interact with data. He spotlights Oracle's new AI-native database, the importance of trust and security in enterprise AI, and why business users now play a bigger role in data strategy. It's a revealing look at how Oracle is shaping the future of intelligent data systems.The AI Data RevolutionThe Big Themes:Trust, Governance, and Privacy Must Be Built Into the AI‑Data Stack: One of the strongest points made by Loaiza is about the risk of AI in enterprises: hallucinations, mis‑use of data, privacy violations, regulatory consequences. When mission‑critical systems (hospitals, banks, telecoms) are involved, errors are unacceptable and can be illegal. Oracle's approach is to embed privacy and access controls down into the database engine: the system knows who the end user is, what they can see, and ensures AI cannot leak unauthorized data.Multi‑Cloud, On‑Premises, Hybrid — Customers Want Flexibility: Loaiza describes how Oracle is enabling customers to run their database and AI workloads wherever they need: on‑premises, in public clouds (AWS, Azure, Google Cloud), or via “cloud at your data center” options like Exadata Cloud@Customer. This speaks to regulatory, latency, data sovereignty and operational constraints. For enterprises, the takeaway is that deployment flexibility is essential. A one‑size‑fits‑all cloud model may not meet strategic needs.Business Users and Developers Now Have Voices in Database Strategy: Historically, databases were the domain of DBAs, IT operations, and infrastructure teams. Now business users and developers also have meaningful voices because of AI democratizing access. This shift means organizational structures, roles and processes must change. Data governance, training, tool‑selection and deployment pipelines need to reflect that the “consumer” of the database is broader.The Big Quote: “[AI] can translate English to this language of computers, the language of data, which is SQL. So, what that means is you don't have to learn this crazy language anymore. So pretty much anyone, business people, lay people, can now talk using their normal natural language to the database, and the database will understand what they're saying and give them answers, build applications to all these and this is something I honestly never thought I'd see in my entire life, and it's here today."More from Juan Loaiza and Oracle:Follow Juan on LinkedIn or learn more about Oracle's approach to security. Visit Cloud Wars for more.

In this episode of Hashtag Trending, Jim Love discusses Geoffrey Hinton's views on AI replacing human labor for big tech profits, Google Cloud's internal competition with YouTube, and the International Criminal Court's switch from Microsoft Office to an open-source alternative. The episode also covers YouTube's controversial removal of Windows 11 installation videos on unsupported systems. 00:00 Introduction and Sponsor Message 00:29 AI's Impact on Jobs and Economy 02:35 Google Cloud's Rise and Internal Competition 04:36 ICC's Shift from Microsoft to Open Source 06:10 YouTube's Controversial Content Removals 07:40 Conclusion and Sponsor Message

The Interview That Sparked This EssayJoe Corkery and I worked together at Google years ago, and he has since gone on to build a venture-backed company tackling a real and systemic problem in healthcare communication. This essay is my attempt to synthesize that conversation. It is written for early and mid career PMs in Silicon Valley who want to get sharper at product judgment, market discovery, customer validation, and knowing the difference between encouragement and signal. If you feel like you have ever shipped something, presented it to customers, and then heard polite nodding instead of movement and urgency, this is for you.Joe's Unusual Career ArcJoe's background is not typical for a founder. He is a software engineer. And a physician. And someone who has led business development in the pharmaceutical industry. That multidisciplinary profile allowed him to see something that many insiders miss: healthcare is full of problems that everyone acknowledges, yet very few organizations are structurally capable of solving.When Joe joined Google Cloud in 2014, he helped start the healthcare and life sciences product org. Yet the timing was difficult. As he put it:“The world wasn't ready or Google wasn't ready to do healthcare.” So instead of building healthcare products right away, he spent two years working on security, compliance, and privacy. That detour will matter later, because it set the foundation for everything he is now doing at Jaide.Years later, he left Google to build a healthcare company focused initially on guided healthcare search, particularly for women's health. The idea resonated emotionally. Every customer interview validated the need. Investors said it was important. Healthcare organizations nodded enthusiastically.And yet, there was no traction.This created a familiar and emotionally challenging founder dilemma:* When everyone is encouraging you* But no one will pay you or adopt early* How do you know if you are early, unlucky, or wrong?This is the question at the heart of product strategy.False Positives: Why Encouragement Is Not FeedbackIf you have worked as a PM or founder for more than a few weeks, you have encountered positive feedback that turned out to be meaningless. People love your idea. Executives praise your clarity. Customers tell you they would definitely use it. Friends offer supportive high-fives.But then nothing moves.As Joe put it:“Everyone wanted to be supportive. But that makes it hard to know whether you're actually on the right path.” This is not because people are dishonest. It is because people are kind, polite, and socially conditioned to encourage enthusiasm. In Silicon Valley especially, we celebrate ambition. We praise risk-taking. We cheer for the founder-in-the-garage mythology. If someone tells you that your idea is flawed, they fear they are crushing your passion.So even when we explicitly ask for brutal honesty, people soften their answers.This is the false positive trap.And if you misread encouragement as traction, you can waste months or even years.The Small Framing Change That Changes EverythingJoe eventually realized that the problem was not the idea itself. The problem was how he was asking for feedback.When you present your idea as the idea, people naturally react supportively:* “That's really interesting.”* “I could see that being useful.”* “This is definitely needed.”But when you instead present two competing ideas and ask someone to help you choose, you change the psychology of the conversation entirely.Joe explained it this way:“When we said, ‘We are building this. What do you think?' people wanted to be encouraging. But when we asked, ‘We are choosing between these two products. Which one should we build?' it gave them permission to actually critique.” This shift is subtle, but powerful. Suddenly:* People contrast.* Their reasoning surfaces.* Their hesitation becomes visible.* Their priorities emerge with clarity.By asking someone to choose between two ideas, you activate their decision-making brain instead of their supportive brain.It is no different from usability testing. If you show someone a screen and ask what they think, they are polite. If you give them a task and ask them to complete it, their actual friction appears immediately.In product discovery, friction is truth.How This Applies to PMs, Not Just FoundersYou may be thinking: this is interesting for entrepreneurs, but I work inside a company. I have stakeholders, OKRs, a roadmap, and a backlog that already feels too full.This technique is actually more relevant for PMs inside companies than for founders.Inside organizations, political encouragement is even more pervasive:* Leaders say they want innovation, but are risk averse.* Cross-functional partners smile in meetings, but quietly maintain objections.* Engineers nod when you present the roadmap, but may not believe in it.* Customers say they like your idea, but do not prioritize adoption.One of the most powerful tools you can use as a PM is explicitly framing your product decisions as explicit choices, rather than proposals seeking validation. For example:Instead of saying:“We are planning to build a new onboarding flow. Here is the design. Thoughts?”Say:“We are deciding between optimizing retention or acquisition next quarter. If we choose retention, the main lever is onboarding friction. Here are two possible approaches. Which outcome matters more to the business right now?”In the second framing:* The business goal is visible.* The tradeoff is unavoidable.* The decision owner is clear.* The conversation becomes real.This is how PMs build credibility and influence: not through slides or persuasion, but through framing decisions clearly.Jaide's Pivot: From Health Search to AI TranslationThe result of Joe's reframed feedback approach was unambiguous.Across dozens of conversations with healthcare executives and hospital leaders, one pattern emerged consistently:Translation was the urgent, budget-backed, economically meaningful problem.As Joe put it, after talking to more than 40 healthcare decision-makers:“Every single person told us to build the translation product. Not mostly. Not many. Every single one.” This kind of clarity is rare in product strategy. When you get it, you do not ignore it. You move.Jaide Health shifted its core focus to solving a very real, very measurable, and very painful problem in healthcare: the language gap affecting millions of patients.More than 25 million patients in the United States do not speak English well enough to communicate with clinicians. This leads to measurable harm:* Longer hospital stays* Increased readmission rates* Higher medical error rates* Lower comprehension of discharge instructionsThe status quo for translation relies on human interpreters who are expensive, limited, slow to schedule, and often unavailable after hours or in rare languages. Many clinicians, due to lack of resources, simply use Google Translate privately on their phones. They know this is not secure or compliant, but they feel like they have no better option.So Jaide built a platform that integrates compliance, healthcare-specific terminology, workflow embedding, custom glossaries, discharge summaries, and real-time accessibility.This is not simply “healthcare plus GPT”. It is targeted, workflow-integrated, risk-aware operational excellence.Product managers should study this pattern closely.The winning strategy was not inventing a new problem. It was solving a painful problem that everyone already agreed mattered.The Core PM Lesson: Focus on Problems With Urgent Budgets Behind ThemA question I often ask PMs I coach:Who loses sleep if this problem is not solved?If the answer is:* “Not sure”* “Eventually the business will feel it”* “It would improve the experience”* “It could move a KPI if adoption increases”Then you do not have a real problem yet.Real product opportunities have:* A user who is blocked from achieving something meaningful* A measurable cost or consequence of inaction* An internal champion with authority to push change* An adjacent workflow that your product can attach to immediately* A budget owner who is willing to pay now, not laterHealthcare translation checks every box. That is why Joe now has institutional adoption and a business with meaningful traction behind it.Why PMs Struggle With This in PracticeIf the lesson seems obvious, why do so many PMs fall into the encouragement trap?The reason is emotional more than analytical.It is uncomfortable to confront the possibility that your idea, feature, roadmap, strategy, or deck is not compelling enough yet. It is easier to seek validation than truth.In my first startup, we kept our product in closed beta for months longer than we should have. We told ourselves we were refining the UX, improving onboarding, solidifying architecture. The real reason, which I only admitted years later, was that I was afraid the product was not good enough. I delayed reality to protect my ego.In product work, speed of invalidation is as important as speed of iteration.If something is not working, you need to know as quickly as possible. The faster you learn, the more shots you get. The best PMs do not fall in love with their solutions. They fall in love with the moments of clarity that allow them to change direction quickly.Actionable Advice for Early and Mid Career PMsBelow are specific behaviors and habits you can put into practice immediately.1. Always test product concepts as choices, not presentationsInstead of asking:“What do you think of this idea?”Ask:“We are deciding between these two approaches. Which one is more important for you right now and why?”This forces prioritization, not politeness.2. Never ship a feature without observing real usage inside the workflowA feature that exists but is not used does not exist.Sit next to users. Watch screen behavior. Listen to their muttering. Ask where they hesitate. And most importantly, observe what they do after they close your product.That is where the real friction lives.3. Always ask: What is the cost of not solving this?If there is no real cost of inaction, the feature will not drive adoption.Impact must be felt, not imagined.4. Look for users with strong emotional urgency, not polite agreementWhen someone says:“This would be helpful.”That is death.When someone says:“I need this and I need it now.”That is life.Find urgency. Design around urgency. Ignore politeness.5. Know the business model of your customer better than they doThis is where many PMs plateau.If you want to be taken seriously by executives, you must understand:* How your customer makes money* What costs they must manage* Which levers influence financial outcomesWhen PMs learn to speak in revenue, cost, and risk instead of features, priorities, and backlog, their influence changes instantly.The Broader Strategic Question: What Happens When Foundational Models Improve?During our conversation, I asked Joe whether the rapid improvement of GPT-like translation will eventually make specialized healthcare translation unnecessary.His answer was pragmatic:“Our goal is to ride the wave. The best technology alone does not win. The integrated solution that solves the real problem wins.” This is another crucial product lesson:* Foundational models are table stakes.* Differentiation comes from workflow integration, specialization, compliance, and trust.* Adoption is driven by reducing operational friction.In other words:In AI-first product strategy, the model is the engine. The workflow is the vehicle. The customer problem is the road.The Future of Product Work: Judgment Over OutputThe world is changing. Tools are accelerating. Capabilities are compounding. But the core skill of product leadership remains the same:Can you tell the difference between signal and noise, urgency and politeness, truth and encouragement?That is judgment.Product management will increasingly become less about writing PRDs or pushing execution and more about identifying the real problem worth solving, framing tradeoffs clearly, and navigating ambiguity with confidence and clarity.The PMs who will thrive in the coming decade are those who learn how to ask better questions.ClosingThis conversation with Joe reminded me that most of the time, product failure is not the result of a bad idea. It is the result of insufficient clarity. The clarity does not come from thinking harder. It comes from testing real choices, with real users, in real workflows, and asking questions that force truth rather than encouragement.If this resonates and you want help sharpening your product judgment, improving your influence with executives, developing clarity in your roadmap, or navigating career transitions, I work 1:1 with a small number of PMs, founders, and product executives.You can learn more at tomleungcoaching.com.OK. Enough pontificating. Let's ship greatness. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit firesidepm.substack.com

Who's doing a Warren Buffett with a secret stock? Find out on this week's PlayingFTSE Show.Steve W has had a dreadful week in the stock market and it's not been better for Spurs on the football pitch. But Steve D's here to save the show and the week. Alphabet is hitting new highs after a strong earnings report. Investors are impressed by its Google Cloud results – and future spending – and the stock is going higher. Steve D owns this one and he's feeling good about the future. And that's before we get onto the strength of Gemini, YouTube and Waymo, amongst other things…Meta is spending on AI as well, but its share price is going the other way. The stock market doesn't like its spending on computing power in the hope it'll need it in the future.Steve W outlines the difference between Meta – on the one hand – and Alphabet, Amazon, and Microsoft on the other right now. There's clearly risk here, but also potential reward…It's been another good week for Adyen. The stock is up 11% and the latest earnings report looks strong with some solid growth across the board. There's a premium price tag, but the Dutch outfit is clearly the class of the field. Steve D's been on this train for a while, but can anything derail it going forward?Paypal stock continues to flatter to deceive. It trades at a free cash flow multiple of 13 and it's just signed a deal to provide checkout services for ChatGPT's e-commerce offering. Except, that multiple is misleading and the deal isn't what it sounds like. Steve W has the details, but what he can't work out is where $23bn in cash has gone in the last 10 years.Only on this week's PlayingFTSE Podcast!► Get a free fractional share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We'll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.https://playingftse.substack.com/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)► Timestamps:0:00 INTRO & OUR WEEKS5:49 GOOGLE23:28 META39:39 ADYEN55:56 PAYPAL► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

APROVEITE A BLACK FRIDAY EMPIRICUS: https://emprc.us/HGGywv As gigantes de tecnologia voltaram a dominar o noticiário financeiro. Alphabet (Google), Microsoft, Meta, Amazon e Apple divulgaram resultados trimestrais muito acima das expectativas, impulsionadas pelo boom da inteligência artificial (IA). O avanço do Google Cloud, Azure, AWS e da publicidade digital reforça que o ciclo da IA continua gerando crescimento acelerado, lucros recordes, novos investimentos em infraestrutura e oportunidades bilionárias para investidores em ações de tecnologia.Enquanto isso, o Federal Reserve (Fed) cortou os juros nos EUA em 25 pontos-base, mas surpreendeu ao afirmar que novos cortes não estão garantidos. A decisão veio em meio à falta de dados oficiais de inflação e emprego, às divisões internas no comitê e ao anúncio do fim do aperto quantitativo em dezembro. Jerome Powell comparou a situação a “dirigir na neblina”, alertando para um cenário de cautela econômica, mercado volátil e incerteza nos próximos meses.No quadro Compra ou Vende, nossos analistas discutem:- Nvidia (US$ 5 trilhões em valor de mercado) e as expectativas para seus resultados impulsionados pela IA;- Vale, com destaque para o balanço do 3º trimestre e o impacto das commodities globais;- ETF ARGT, influenciado pela vitória de Javier Milei na Argentina e os reflexos para o mercado latino-americano.Com Larissa Quaresma, Matheus Spiess e Enzo Pacheco, analistas da Empiricus Research, debatendo os principais temas de macroeconomia, política e investimentos da semana.Aproveite a Black Friday da Empiricus: acesso a todas as carteiras da casa pelo preço de uma única premium — uma chance única de diversificar seus investimentos com inteligência: https://emprc.us/HGGywv

No Start Eldorado desta semana, destaque para uma iniciativa inovadora que une tecnologia e preservação ambiental. O apresentador Daniel Gonzales conversa com Marcos Rosa coordenador técnico do MapBiomas, que em parceria com o Google Cloud e a Fundação Grupo Boticário, lança na COP30 a plataforma NaturezON, que usa dados e imagens de satélite monitorados por uma IA de alto desempenho, para mapear áreas vulneráveis a eventos climáticos e cenários de vulnerabilidade. O sistema tem o objetivo de antever desastres naturais e monitorar mudanças, desmatamento, pontos de risco, etc, fortalecendo a proteção de biomas e a proteção das comunidades vulneráveis, ajudando a detectar crimes ambientais e ocupações ilegais. Assim, a NaturezaON gera uma enorme quantidade de dados para apoiar o planejamento de projetos e a tomada de ações preventivas de governos e autoridades, causando impacto positivo na gestão de desastres naturais e impulsionando o futuro da sustentabilidade no País. O Start vai ao ar às 21h, todas as quartas-feiras, na Rádio Eldorado FM 107,3 (para toda Grande SP), site, apps, canais digitais e assistentes de voz.See omnystudio.com/listener for privacy information.

Dr. Anton Chuvakin, Security Advisor at Office of the CISO, Google Cloud and a recognized expert in SIEM, log management, and PCI DSS compliance, will help us cut through the buzzwords and discuss modern security operations.Join the Defender Fridays community, live every Friday, to discuss the dynamic world of information security in a collaborative space with seasoned professionals.Dr. Chuvakin is now involved with security solution strategy at Google Cloud, where he arrived via Chronicle Security (an Alphabet company) acquisition in July 2019. He is also a co-host of Cloud Security Podcast.Until June 2019, Dr. Anton Chuvakin was a Research VP and Distinguished Analyst at Gartner for Technical Professionals (GTP) Security and Risk Management Strategies (SRMS) team. At Gartner he covered a broad range of security operations and detection and response topics, and is credited with inventing the term "EDR." He is a recognized security expert in the field of SIEM, log management and PCI DSS compliance. He is an author of books "Security Warrior", "PCI Compliance", "Logging and Log Management" and a contributor to "Know Your Enemy II", "Information Security Management Handbook" and others. Anton has published dozens of papers on log management, SIEM, correlation, security data analysis, PCI DSS, honeypots, etc. His blog securitywarrior.org was one of the most popular in the industry.Support our show by sharing your favorite episodes with a friend, subscribe, give us a rating or leave a comment on your podcast platform. This podcast is brought to you by LimaCharlie, maker of the SecOps Cloud Platform, infrastructure for SecOps where everything is built API first. Scale with confidence as your business grows. Start today for free at limacharlie.io.

Morningstar's Malik Ahmed Khan talks about the very different earnings stories between Alphabet (GOOGL) and Meta Platforms (META). When it comes to Meta, Malik highlights the key disconnect between the social media giant's capex spend on A.I. compared to Mag 7 peers like Alphabet (GOOGL), Amazon (AMZN), and Microsoft (MSFT). Speaking on Alphabet, he was surprised by Google's search resilience and expects Google Cloud to continue robust revenue growth.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

It's spooky week in AI! This week on our Halloween -edition of Mixture of Experts, we chat about Anthropic's new billion-dollar TPU deal with Google Cloud. Plus, NVIDIA announces bringing data centers to outer space. Two different approaches to the future of AI compute that our experts discuss. Then, OpenAI released how they're strengthening ChatGPT's responses to sensitive conversations. We talk AI governance and AI safety. Finally, we discuss the new paper, Underwriting Superintelligence; would you insure your AGI? Join host Tim Hwang and panelists Chris Hay, Gabe GoodHart and Kate Soule on this week's Mixture of Experts. 00:00 – Intro 01:05 – OpenAI goes for profit, NVIDIA's worth USD 5 Trn, and Amazon smart glasses 02:16 – Anthropic TPU announcement 12:49 – Underwriting Superintelligence 27:54 – ChatGPT sensitive conversations 42:14 – NVIDIA Starcloud The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity. Subscribe for AI updates → https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120 Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts #Anthropic #AIchip #NVIDIA #AIinfrastructure #AGI

En la edición de hoy de nuestro Radar Empresarial, destaca el notable repunte de Amazon en las operaciones posteriores al cierre del mercado. La compañía tecnológica sorprendió al publicar unos resultados financieros superiores a las previsiones, lo que generó una respuesta muy positiva entre los inversores. Sus acciones se dispararon un 13 % en el mercado after hours, impulsadas por un sólido desempeño en el tercer trimestre, especialmente gracias a los avances en su negocio de inteligencia artificial. Amazon logró aumentar su beneficio neto un 38 %, alcanzando más de 21.000 millones de dólares. Este incremento se apoya en unos ingresos totales de 180.000 millones de dólares, tres mil millones más que en el mismo periodo de 2024. Uno de los aspectos más destacados para los analistas ha sido la evolución de Amazon Web Services (AWS), la división de servicios en la nube de la empresa. Los ingresos de esta unidad crecieron un 20 %, superando el 18 % esperado por el mercado y alcanzando niveles que no se veían desde finales de 2022. Este desempeño acerca a AWS al ritmo de crecimiento de sus principales competidores, Microsoft Azure y Google Cloud, reforzando su posición en el sector tecnológico. A pesar del protagonismo de la nube, el negocio de distribución y comercio sigue siendo un pilar fundamental para Amazon. Las ventas de productos físicos aumentaron un 9,6 %, superando los 74.000 millones de dólares, mientras que los ingresos por servicios crecieron un 16 %, alcanzando más de 106.000 millones. En Estados Unidos, la compañía creció un 11 %, y en los mercados internacionales, un 14 %. Según Andy Jassy, el CEO, las mejoras impulsadas por inteligencia artificial han optimizado tanto las entregas como la experiencia de compra. Su asistente virtual Rufus ya ha sido utilizado por 250 millones de clientes, con un aumento del 140 % en usuarios activos mensuales, y se espera que genere más de 10.000 millones de dólares en ventas adicionales. No obstante, Amazon también enfrenta retos internos. En medio de un contexto económico marcado por la inflación, la compañía busca mantener precios competitivos mediante iniciativas como “Amazon Day”. Sin embargo, esta semana fue noticia por anunciar el despido de 14.000 empleados administrativos. En su comunicado, la empresa explicó que la medida busca reducir la burocracia y redirigir recursos hacia proyectos estratégicos. Aunque el plan de reestructuración tiene un enfoque organizativo, muchos expertos apuntan que la automatización y el uso creciente de inteligencia artificial son factores clave detrás de esta decisión.

In an AI push, Amazon has already axed 14,000 jobs and that total is reportedly going to hit 30,000.

In This Episode This episode of Breaking Banks features host Jason Henrichs sharing thoughts and key take-aways fresh from Money 20/20 USA. Stablecoins, Agentic AI and especially Agentic Commerce dominated many conversations at this year's Money 20/20 event. Cross Border Payments another big topic not to mention AI, how it's changing the game and being used by financial institutions. Jason had the opportunity to speak with Harriet Rees, CIO of Starling Bank (UK), who discussed the exciting announcement made at Money 20/20 regarding Starling Bank's collaboration with Google on fraud detection. Through this AI-powered partnership, Starling Bank can now help customers identify warning signs of purchase scams. Their new tool, Scam Intelligence, allows customers to upload images of items and ads from online marketplaces. It then analyzes them for signs of fraud and provides personalized guidance within seconds. This tool, built with Google Gemini in collaboration with Google Cloud, is available today for personal, joint, and business account customers. This UK-first initiative by Starling and Google has the potential to save billions of pounds annually. Listen now, and enjoy the episode!

Google Q3 2025 Post-Mortem: AI Execution Over AI HypePost MortemIn this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down why investors are rewarding Google's spending while punishing others, and how its strategy from TPUs to Gemini shows real ROI in the new compute era.We cover:• Revenue acceleration across Search, YouTube, and Cloud (+15% to +34%)• Gemini's rapid growth to 650M users, 300M paid• Why CAPEX to $93B is seen as productive, not reckless• Anthropic's commitment to TPUs and the growing Cloud backlog (+46%)• How AI integration is lifting engagement and monetization• Why Google's AI flywheel looks more efficient than peersDisclaimer Avory is an investor in AlphabetAvory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place.Listeners and viewers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.Please reach out to Houston Hess our head of Compliance and Operations for any further details. 

Stocks are poised for a choppy session as investors weigh mixed signals on trade and interest rates. Kevin Green breaks down the overnight reaction to overseas meetings, the Fed and Mag 7 earnings. The U.S. and China reached a partial trade truce following Pres. Trump and Pres. Xi's meeting, with both sides making concessions, but no major breakthroughs announced. Meanwhile, the latest FOMC meeting and Fed Chair Jerome Powell's commentary showed a divided outlook, fueling uncertainty about a December rate cut. In earnings news, Alphabet (GOOGL) reported a strong quarter, driven by its Google Cloud and YouTube businesses, while Meta Platforms (META) shares fell due to concerns over its guidance and spending plans.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In this episode of AI Answers, Paul Roetzer and Cathy McPhillips answer the complex, and often uncomfortable questions shaping the future of AI. From the moral framing of “good” versus “evil,” to the technical risks of viruses, misinformation, and intellectual property, the discussion unpacks what it really means to use AI responsibly in a world moving faster than regulation or understanding. Along the way, Paul and Cathy discuss fact-checking AI, the emerging need to authenticate synthetic content, and keeping a human-centered role in creation and communication.   Show Notes: Access the show notes and show links here Timestamps: 00:00:00 — Intro 00:04:31 — Is AI good or evil? 00:08:51 — Is AI a vector for viruses or trojans? 00:11:13 — If we're using AI information, can we be sued if AI is pulling intellectual property? 00:13:10 — Is there one AI company that's more ethical than others? 00:16:10 — Someone told me to add a prompt to ‘exclude hallucinations' to avoid problems. Is that accurate? 00:18:03 — Is it helpful to use one AI tool to fact-check another?  00:20:08 — Will there ever be a way to definitively identify AI-created videos?  00:23:39 — Where do you decide where the human stays front-facing, like the podcast or webinars?  00:29:18 — What books do you recommend reading to learn more about Gen AI?  00:30:52 — My organization is focused on what not to do with AI. But I think we should also communicate what to do. What do you think about that balance? 00:34:18 — As a Director of Learning and Development, who's doing AI in L&D right? 00:36:47 — Is there an AI concept for retirees that can help manage issues like healthcare decisions or transfer of wealth? 00:41:51 — It's estimated Spotify has 100 million songs, and 75 million are AI-generated. Should Spotify and other streaming platforms flag this content as AI? 00:46:47 —  Do you have any moments from 2025 that you want to, that you've been thinking about over the past few weeks?   This episode is brought to you by Google Cloud:  Google Cloud is the new way to the cloud, providing AI, infrastructure, developer, data, security, and collaboration tools built for today and tomorrow. Google Cloud offers a powerful, fully integrated and optimized AI stack with its own planet-scale infrastructure, custom-built chips, generative AI models and development platform, as well as AI-powered applications, to help organizations transform. Customers in more than 200 countries and territories turn to Google Cloud as their trusted technology partner. Learn more about Google Cloud here: https://cloud.google.com/   Visit our website Receive our weekly newsletter Join our community: Slack LinkedIn Twitter Instagram Facebook Looking for content and resources? Register for a free webinar Come to our next Marketing AI Conference Enroll in our AI Academy 

Alphabet (GOOGL) reports earnings after Wednesday's closing bell, and LikeFolio's Landon Swan expects the company to show promising numbers when it comes to its software suite. He calls Amazon's (AMZN) AWS "by and far" the biggest cloud player, though his data shows Google Cloud interest increasing where AWS and Microsoft (MSFT) Azure's fell. Streaming is another strength Landon sees in YouTube, though he waves a yellow flag when it comes to Google search.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TeraWulf (WULF) tapped highs it hasn't seen since early 2022 after Alphabet (GOOGL) tapped the company for a joint data center venture for Google Cloud. As George Tsilis notes, it's the latest Bitcoin mining company to get tapped for data center buildout and offers TeraWulf a huge boost for its balance sheet. He explains why smaller companies are being tapped by tech giants like Alphabet and how this deal compares to rising small and mid-cap players like CoreWeave (CRWV).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Sheraz Mian turns to the slate of Mag 7 earnings on the docket this week, noting four of the five serving as leaders in the A.I. race. The one he doesn't see leading: Apple (AAPL). He believes the company has made notable traction recently but still faces headwinds in A.I. spending and product offerings. He sees Alphabet (GOOGL) gaining more bullish optimism as Google Cloud grows and Wall Street dismisses fears of A.I. eating into search revenue. Sheraz also makes the case that Amazon (AMZN) doesn't care too much on what the Street thinks, something he believes will make its earnings interesting.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this week's episode we're taking a closer look at infrastructure's use of data – how emerging digital technologies and AI tools are shaping and transforming the way we manage our built and natural environment.To help me I am joined by James Lee, the new Chief Operating Officer at global infrastructure giant Bentley Systems in a quiet corner of the annual Year in Infrastructure tech gathering and celebration in Amsterdam.  It is clearly a moment when global infrastructure delivery faces unprecedented pressures — from net zero targets and climate resilience; to skills shortages and digital transformation.And as we have been hearing at the event, Bentley stands at the intersection of engineering and innovation with a mission “to close the gap between what the world demands and what we are able to deliver – as chief executive Nicolas Cumins puts it.So a lot to chat through with James today. He joins Bentley after a two-decade career spanning Google Cloud and SAP and so, I think, brings a unique perspective on operational challenges, AI integration, and the power of partnerships to drive transformation at scale.Let's explore how James plans to align these innovations with the realities of infrastructure delivery.ResourcesBentley Systems Year in InfrastructureBentley Systems websiteInfrastructure Policy Advancement - TIPLive summitsGoogle Cloud

Plus: Anthropic expands Google Cloud partnership to access 1 million chips. And U.K. car manufacturing falls in wake of Jaguar Land Rover cyberattack. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textIn this episode of What's New in Cloud FinOps, Stephen Old and Frank discuss the latest updates in cloud computing, including AWS Outposts' integration with third-party storage, new Amazon EC2 Mac instances, Azure's managed services, and Google Cloud VM Engine updates. They also explore pricing changes in Azure, the deprecation of Azure Machine Learning data labeling, and the introduction of new metrics in software development. The conversation highlights the importance of sustainability in cloud services and concludes with reflections on the podcast's five-year anniversary.TakeawaysAWS Outposts now supports third-party storage integration with Dell and HPE.Amazon EC2 introduces new Mac instances for developers.Azure managed services now include Grafana dashboards at no extra cost.Google Cloud VM Engine V1 SKUs are now end of sale.Azure UltraDisk pricing has been reduced significantly in specific regions.Azure Machine Learning data labeling will be deprecated by 2026.AWS Transform Assessment helps visualize storage migration benefits.New cost to serve software metric introduced by AWS.Cortex Framework now deploys sustainability modules for SAP.AWS Lambda cold start billing changes will take effect in 2025.

In today's Cloud Wars Minute, I discuss the recent AWS outage, identifying five reasons that this outage will significantly impact the company's reputation.Highlights00:30 — AWS experienced a big outage this week, impacting multiple companies and services at a time when AWS, relative to its hyperscaler competitors, is in a decline. I think there are five core reasons that its reputation will suffer from this outage.01:15 — The magnitude of the outage will greatly impact the company's reputation. There is an enormous range of business customers directly affected by this, reaching millions of people across multiple industries.01:50 — There's never a "good" time for events like this to occur, but this outage happened at the beginning of the holiday season. In the minds of many business leaders, this season is where they get a large percentage of their annual revenue through online services. With this disaster, can AWS be fully trusted?02:30 — AWS is the slowest-growing hyperscaler. In a vacuum, it reached nearly $31 billion in revenue with a 17.5% growth rate in Q2. However, AWS is growing at a much slower rate compared to its hyperscaler competitors — Microsoft, Google Cloud, and Oracle.03:37 — AWS also has the slowest-growing RPO or backlog. AWS reported its backlog up to 25% to almost $200 billion. Again, in the world of the vacuum, that's terrific. But relative to the others, this wasn't very good at all.04:38 — This outage came at a time when the other hyperscalers are distinguishing themselves with powerful AI strategies and services. AWS has had some AI properties but not at the scale of Microsoft with Copilot and ChatGPT, Google Cloud with the launch of Gemini Enterprise, and Oracle with its Oracle Cloud Infrastructure (OCI). Visit Cloud Wars for more.

Fresh from MAICON, where we spent time both teaching and learning, we also recorded a special edition of AI Answers just for you. In this episode, Mike Kaput joins Paul Roetzer live from the conference to tackle questions submitted by MAICON attendees. From hands-on use cases to the future of AI in marketing and business, our hosts dive into the biggest themes shaping AI adoption today. Show Notes: Access the show notes and show links here Timestamps: 00:00:00 — Intro 00:05:19 — Question #1: Is “AI-first” in marketing really just about efficiency and content or can it actually create new, unique customer experiences? 00:07:49 — Question #2: How should B2B companies rethink their GTM playbooks? 00:11:12 — Question #3: What are the consequences of the “progress at all costs” mindset the AI labs have?  00:16:42 — Question #4: How far away are we from “autonomous” marketing? 00:20:31 — Question #5: Which AI-powered marketing tactic has surprised you by under-delivering, and what lessons did you learn? 00:21:46 — Question #6: What's the most compelling early AI use case you've seen that helped leadership finally “get it,” i.e. enough to greenlight investment? 00:23:37 — Question #7: What's your best guess about the impact of the ability to purchase, checkout, and pay for goods right within ChatGPT on Direct-to-Consumer brands?  00:25:13 — Question #8: What's the one change that has shocked you the most about AI and what impact does it have for marketers today and tomorrow? 00:27:31 — Question #9: Are companies overinvesting in “secure” in-house AI builds when frontier models already have strong privacy and safety standards? 00:30:24 — Question #10: How do you see AI being used in the non-profit sector? 00:33:36 — Question #11:What is it going to take for education institutions to actually start integrating AI? 00:36:47 — Question #12: How does the average (or above average) marketer stay on top of everything happening in AI? 00:38:04 — Question #13: What signs tell you an organization is ready to move from isolated AI pilots to scaled adoption?   This episode is brought to you by Google Cloud:  Google Cloud is the new way to the cloud, providing AI, infrastructure, developer, data, security, and collaboration tools built for today and tomorrow. Google Cloud offers a powerful, fully integrated and optimized AI stack with its own planet-scale infrastructure, custom-built chips, generative AI models and development platform, as well as AI-powered applications, to help organizations transform. Customers in more than 200 countries and territories turn to Google Cloud as their trusted technology partner. Learn more about Google Cloud here: https://cloud.google.com/   Visit our website Receive our weekly newsletter Join our community: Slack LinkedIn Twitter Instagram Facebook Looking for content and resources? Register for a free webinar Come to our next Marketing AI Conference Enroll in our AI Academy 

(0:00) Introducing Jan Sramek (0:51) How California Forever is building America's next great city Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Jan: https://x.com/jansramek Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

The enthusiasm for AI has been impressive and it's leading to the inevitable questions about whether or not all of it is warranted. Melissa Otto CFA, head of S&P Global's Visible Alpha research team, returns to discuss concerns about an AI bubble with host Eric Hanselman. Defining what actually indicates a bubble might be the trickiest aspect of the question. Is it outsized levels of debt? Unrealistic valuations? Both debt and valuations are high, but are they unreasonably so? So much depends on seeing what AI capabilities can deliver and we're still in the early days of understanding what ROI really is. There are still challenges in getting the domain approaches right. Doing real analytical work is more challenging and there is still more work to do in integrating with business processes.  And it's not just the technical aspects that are in play. It's possible that macroeconomic restraints are holding back even more enthusiastic spending that could create a bubble. Current interest rates create caution in taking on additional debt. It's also possible that rate cuts could unleash more risk taking and overextension through debt. That might be an indicator of a looming bubble. Or maybe not… More S&P Global Content: Datacenter & Energy Innovation Summit 2025 Otto: Markets are grappling with how to price AI-related stocks   Netflix earnings preview: Q3 2025 Next in Tech podcast, Episode 239: AI Infrastructure Next in Tech podcast, Episode 221: Datacenter slowdown? For S&P Global Subscribers: Shifting AI exits Venture capital outlook: Investments surge as exits lag Hyperscaler earnings quarterly: AWS, Azure and Google Cloud capex projections trend still higher Tech Trend in Focus: GPUaaS market momentum Credits: Host/Author: Eric Hanselman Guest: Melissa Otto, CFA Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith

AODocs manages business-critical documents for enterprises where downtime has real consequences—production lines stopping, construction projects delayed, containers sitting at ports. Founded in 2012 and bootstrapped to profitability by 2022, the company serves Google's data center builds, aerospace manufacturers' FAA certifications, and Veolia's water treatment operations. In this episode of Category Visionaries, we sat down with Stéphan Donzé, Founder of AODocs, to unpack his 14-year journey from Google ecosystem specialist to Microsoft-compatible platform. Stéphan shares unfiltered lessons from the brutal 2014-15 years when cloud platform limitations broke customer deployments, why they've reconsidered fundraising every two years but remained independent, and how AI agents finally created the urgency factor their category always lacked. Topics Discussed: Surviving 2014-15 when Google Cloud platform performance limits broke at scale Bootstrapping via services company profits until standalone profitability in 2022 Why long-term document lifecycle management (10-30 year retention) resists VC timelines Expanding from Google workspace early adopters to Microsoft enterprise accounts The failed experiment with cloud reseller partners who couldn't deploy DMS Why marketing hire ramp time equals technical hire ramp for platform products Medium-sized industry conferences outperforming 30K-attendee mega-events on cost-per-lead Positioning as document foundation for reliable AI agent information access GTM Lessons For B2B Founders: Transparent post-mortem communication converts crises into trust: When AODocs hit unexpected Google Cloud platform limitations in 2014-15—breaking deployments for customers running mission-critical workflows—they published detailed explanations of root causes outside their control and remediation plans. Stéphan explained: "We've always been extremely transparent...Yes, we screwed up here. Here is the thing we put in place so that it doesn't happen again." This approach consistently strengthened customer relationships during their worst incidents. For founders in business-critical infrastructure: your crisis response protocols matter more than preventing every outage. Bootstrap via complementary services revenue until product-market fit: AODocs funded development by merging with a Google Cloud consulting firm that deployed early Gmail enterprise implementations. Services profits subsidized product R&D while providing direct customer access. Stéphan described the deal structure: "I have a software company that has no revenue, but I can suck the profit of the service company until I make revenue." The model worked until 2022 when AODocs became independently profitable. For technical founders: identify services businesses with your target customer base as bootstrap partners, not just revenue sources. Partner technical capability trumps partner pipeline size: AODocs initially partnered with Google Cloud resellers (SATA, Onix) who had enterprise access but couldn't scope or deploy document management implementations. The inflection point came shifting to system integrators with actual DMS practices. Stéphan noted: "These guys don't really understand document management...they could not really help us deploy our product because they don't understand what we're doing." For complex B2B products: vet partners on technical delivery capacity, not just lead generation promises. Platform products require 12-month marketing onboarding: AODocs learned marketing hires need equivalent ramp time as engineering roles—not two one-pagers and go-to-market. Stéphan's realization: "It takes a year before someone is able to write the right things and to sense the essence of the product." This applies specifically to platforms with multiple use cases, not point solutions. For founders with horizontal platforms: budget full-year onboarding before expecting marketing productivity, or hire people who've sold similar complexity before. Founder must own category positioning until $10M ARR: Stéphan argues technical founders can't delegate core messaging early: "My personal take is that in the tech company the CMO cannot be anybody else than the founder itself at least for the first $10 million." This comes from watching marketing experts produce "beautiful words and lots of fluff but still not get the essence of what we're doing." For technical founders uncomfortable with marketing: you're avoiding your most important job in the early years. Regional 2K-5K conferences deliver better unit economics than flagship 30K events: While AODocs attends Google Next (30,000) and Gartner conferences, smaller regional IT decision-maker events generated superior cost-per-qualified-lead. Stéphan's finding: "If you look at the number of dollars you spend per lead that you get, the small events are surprisingly effective." This contradicts conventional wisdom about flagship event ROI. For enterprise B2B: test regional and vertical conferences before scaling spend on mega-events. Technology paradigm shifts create replacement urgency: AODocs positioned as "modern cloud-based document management" for years without forcing function to rip out legacy systems. AI agents changed the calculus entirely. Stéphan's repositioning: "If you don't upgrade your document foundation, you won't be able to benefit from the AI productivity acceleration." The urgency comes from AI agents requiring clean, validated document repositories—impossible with SharePoint chaos. For founders in infrastructure categories: look for adjacent technology waves that make your solution prerequisite, not optional upgrade. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role.   Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Anton Chuvakin is the Security Advisor at Office of the CISO, Google Cloud. In this episode, he joins host Amanda Glassner and Brandon Daniels, CEO at Exiger, to discuss how AI is reshaping software supply chain defense. Exiger is revolutionizing the way corporations, government agencies and banks navigate risk and compliance in their third-parties, supply chains and customers through its software and tech-enabled solutions. To learn more about our sponsor, visit https://exiger.com.

Heiko Hotz and Sokratis Kartakis of Google Cloud discuss the Agent-to-Agent (A2A) protocol, a new standard for enabling collaboration between AI agents built on different frameworks.Subscribe to the Gradient Flow Newsletter

(0:00) Introducing Orlando Bravo (1:53) Orlando's history, Puerto Rico origins, how he got into private equity (7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising (9:01) Role of PE in the American economy, public perception, underwriting AI risks (15:23) Deal pricing philosophy, acquiring Boeing's avionics business (19:24) Thoma Bravo's operating playbook after acquiring a company (26:16) Thoughts on taking Thoma Bravo public Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Orlando Bravo: https://x.com/orlandobravotb Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

(0:00) Introducing Bryan Johnson (0:46) Bryan takes the audience through a quick biological age test (5:53) The single best longevity hack from all of his research Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Bryan Johnson: https://x.com/bryan_johnson Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

(0:00) Introducing Cathie Wood (0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more (9:23) Cathie's bull case for Bitcoin $1M (11:38) Opening up access to innovation for retail (14:32) Cathie explains Ark's strategies for bull and bear markets (16:01) Thoughts on Elon's trillion-dollar pay package Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Cathie Wood: https://x.com/cathiedwood Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

(0:00) Introducing Roelof Botha (1:08) Sequoia's Scout program and its best-performing funds ever (3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies (9:01) Why Sequoia separated from its China business, how they adapt to changing macro landscapes (13:05) Sequoia's culture, picking partners, investment decision-making, The Sequoia Capital Fund and holding winners (20:18) What makes a great founder, what Roelof learned from Doug Leone and Michael Moritz (26:06) Investing in biotech, importance of expertise in VC Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Roelof: https://x.com/roelofbotha Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

(0:00) Introducing YouTube CEO Neal Mohan (1:08) YouTube's revenue split with creators (7:30) How Neal thinks about enabling monoculture and connective threads at YouTube (11:23) Censorship on YouTube, demonetization decisions, dealing with different regimes and laws globally (19:58) YouTube TV, YouTube Premium, and channel subscriptions (24:00) Generative AI on YouTube: labeling AI, likeness concerns, possibilities Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - https://www.polymarket.com/ Follow Neal: https://x.com/nealmohan Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

(0:00) Introducing Joe Tsai (0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing? (6:07) Alibaba origins, China's pullback on capitalism (10:10) US vs China rivalry: the AI race, are we destined for conflict, and what can the US learn from China? (19:46) AI application in large businesses (21:52) Managing corporate culture at Alibaba's scale, Nets predictions (23:17) AI adoption, job anxiety, and AGI views in China Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - https://www.polymarket.com/ Follow Joe Tsai: https://x.com/joetsai1999 Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg