Podcasts about incumbents

Ben Lorica is joined by Evangelos Simoudis for a wide-ranging check-in on how AI is reshaping mobility, enterprise software, and corporate strategy.Subscribe to the Gradient Flow Newsletter

How do you invest in what's cool before the rest of the world catches on? This week on The Data Minute, Peter sits down with Amber Atherton, Partner at Patron, to explore the rapidly shifting landscape of consumer venture capital.Amber reveals the tactical strategies she uses to keep her pulse on the cultural vanguard, including running multiple TikTok burner accounts and hunting for early micro-trends inside gamer communities and niche digital spaces. They dive deep into her recent thesis on "computational taste," analyzing whether AI models can possess or dictate authentic taste, and why design-native founders are uniquely positioned to win the next wave of tech adoption.The conversation also covers the massive grey-market-to-mainstream pipeline powering the "American Peptide Boom," the business model shift behind ChatGPT's inevitable advertising play, and a transparent breakdown of the psychology of liquidity, including exactly when a founder should (and shouldn't) leverage secondary markets.Subscribe to Carta's weekly Data Minute newsletter: https://carta.com/subscribe/data-newsletter-sign-up/Explore interactive startup and VC data, with Carta's Data Desk: https://carta.com/data-desk/Chapters:00:18 – Intro: Consumer VC and Amber Atherton01:09 – The Truth About Demo Day and Fundraising Reality03:22 – Defining Consumer Investing: Trend Hunting vs. Fundamentals05:09 – TikTok Burner Accounts and Tracking Gen Z Culture09:02 – Computational Taste: Building the Taste Layer of AI09:52 – Can an AI Model Have Genuine, Ephemeral Taste?17:31 – The Squeeze: Where Consumer VC Stands Today19:20 – Gray Market to Mainstream: The American Peptide Boom22:51 – Formats and Vibe Coding: Amber's Writing Process26:51 – "In My Bones": Why Amber Chose Venture Capital Over Being a Founder30:10 – The Repeat Founder Conundrum: Motivation vs. Experience31:09 – The Psychology of Liquidity: When to Take Secondary33:36 – Honesty in the Idea Maze: Knowing When to Pivot or Return Capital34:53 – ChatGPT Launching Ads: The Economics of Attention36:04 – Spicy Question: Do Accelerators Work for Consumer Founders?37:51 – "Peptide Summer": Net-New Brands vs. Incumbents in Wellness39:58 – Outro: Headed to the Skate ParkThis presentation contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services, and is for informational purposes only.  This presentation is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. © 2026 eShares, Inc., dba Carta, Inc. All rights reserved.

In this week's news roundup, Ed, Simon Baker and Harvey Hancock unpack CoStar's $800M all-cash swoop for new-homes data specialist Zonda, and share their first-hand impressions of Realtor.com's new Google-powered RealAssist AI search tool.Chapters:00:00 Intro00:52 CoStar Buys Zonda for ~$800M09:40 Realtor.com's New RealAssist AI (with Google)18:59 Can AI-Native Challengers Beat the Incumbents?30:06 Are Portals Building Search or a Decision Engine?CoStar Pays ~$800M for ZondaCoStar Group is acquiring new-home construction data specialist Zonda in an all-cash deal worth roughly $800 million — its first major acquisition since Domain in Australia and its first US deal since Matterport. The team digs into why "more data wins" fits Andy Florence's playbook, the flat market reaction, and the hard road from owning great data to delivering a stronger EBITDA margin. Unlike Matterport, Zonda is a profitable B2B business, so the question becomes which costs CoStar can strip out and which products it can layer on top.Testing Realtor.com's RealAssist AIEd and Harvey got a behind-the-scenes demo of Realtor.com's new conversational search tool, RealAssist AI — co-developed with Google and currently a whitelist-only beta. They cover what stood out: searching by affordability rather than price, "Google grounding" that pulls in third-party data, and a commute/lifestyle mapping feature. That opens a wider debate on the API costs of grounding every search in Google, whether AI-native challengers gain an edge by pricing those costs in from day one, and whether portals are really building search — or trying to own the comparison and decision phase before Claude or ChatGPT does.Presented by:• Edmund Keith — https://www.linkedin.com/in/edmund-keith/• Harvey Hancock — https://www.linkedin.com/in/harvey-hancock/• Simon Baker — https://www.linkedin.com/in/stbaker/

Back again! The votes are in, the dust is settling, and South Dakota politics just delivered one of the biggest surprises in recent memory. Jake is joined by Lieutenant Governor Tony Venhuizen, Nathan Sanderson, and SD News Watch's Alexander Rifaat to break down Toby Doeden's unexpected first place finish, Dusty Johnson's exit, and the July 28 gubernatorial runoff that now pits Doeden against Governor Larry Rhoden. We get into what happened on election night, where the polls got it right, where they missed, and why turnout may decide everything from here.Plus, we dive deep into the legislative shakeups that could reshape Pierre for years to come. Incumbents fell, familiar names made comebacks, and several of the state's most closely watched races delivered surprises right down to the final precincts. From District 29's political earthquake to the changing balance of power in both chambers, the 2026 primary may be over, but the battle for South Dakota's future is just getting started.@DakotaTownHall@Jakeshoenbeck@MurdocJ Hosted on Acast. See acast.com/privacy for more information.

The news of Texas covered today includes:Our Lone Star story of the day: It is post-primary runoff election day and I'll review all the big races that matter from around the state. Incumbents lost, in both parties, fresh matchups are set for November, and the Hearst newspapers editorial boards beg Cornyn to become a full out Democrat in the rest of his term in order to salvage his political reputation and get revenge on Trump. Here are two of those editorials: John Cornyn was humiliated by Ken Paxton. He still can leave a legacy. Dear Sen. Cornyn: Your defeat could be your redemption Our Lone Star story of the day is sponsored by Allied Compliance Services providing the best service in DOT, business and personal drug and alcohol testing since 1995.Dallas Fed: Texas service sector expanding at the same rate it did in April.Governor Abbott: Texas college tuition remains frozen for 2026–2027.Listen on the radio, or station stream, at 5pm Central. Click for our radio and streaming affiliates.www.PrattonTexas.com

Former State Senators Jeff Hayden and Amy Frederiksen join Vineeta on Fridays to talk politics on a little segment called, "The Capitol Clash!"

Former State Senators Jeff Hayden and Amy Frederiksen join Vineeta on Fridays to talk politics on a little segment called, "The Capitol Clash!"

On the May 20th edition: On the May 20th edition: After yesterday's primaries, it looks like we're headed into run-offs for several high-profile races, although former Atlanta mayor Keisha Lance Bottoms did win the Democratic vote for governor and voters reelected two incumbents to the Georgia Supreme Court.

Inductive Automation cofounders Colby Clegg and Carl Gould go deep on the origins of Ignition, the road to 8.3, and what AI means for industrial automation.Vlad and Dave host Colby Clegg, CEO, and Carl Gould, CTO, of Inductive Automation together for the first time to trace the full arc of the company. The story begins in 2003, when Sacramento systems integrator Steve Heckman brought Colby and Carl in to build the missing glue layer between OT data and modern IT tooling. What began as logging values into SQL databases became Factory PMI and eventually Ignition.A key thread is why Ignition broke through when larger automation vendors had superior distribution. Colby points to Clayton Christensen's Innovator's Dilemma. Incumbents could not match Inductive's unlimited per gateway pricing or partner with integrators because their own services groups competed with them. Carl adds the culture piece. Inductive refused to gate downloads, kept the module SDK open, made education free, and ran a public forum when competitors called it reckless, a posture they once called innovation without permission.Ignition 8.3 takes center stage, arriving after a deliberate five year gap from 8.1. Carl frames it as the completion of work that began with 8.0 in 2018. Gateway configuration is now stored in open, readable formats on disk, the gateway web interface was rewritten, and the platform supports orchestration, environmental separation, and infrastructure as code workflows Carl expects to become table stakes. The release also adds event streams, a revamped historian, and perspective drawing tools. For integrators still on 8.1, 8.3 is the version built for distributed deployments across many gateways.On AI, Carl is candid that the new MCP server module is intentionally a minimum viable product. It ships as a raw toolkit for integrators to author MCP primitives that expose Ignition data to agentic systems like Claude Code. First party MCP tools are coming, but Inductive wants to define the guardrails before shipping an API surface they will support for years. Carl frames AI as a new axis of software possibility, comparable to the shift from DOS to Windows. Colby ties it back to legacy SCADA conversion, framing the security and reliability gains as a national security issue. The episode closes with notes on the Inductive ecosystem, including a new collaboration with Tiger Data behind TimescaleDB, plus career advice on soft skills, context, and agentic coding tools.About Colby Clegg and Carl GouldColby Clegg is the CEO and cofounder of Inductive Automation, the California based company behind Ignition, the cross platform SCADA, MES, and IIoT software used by manufacturers and integrators worldwide. Carl Gould is the CTO and cofounder, leading product and engineering direction across Ignition. Both joined founder Steve Heckman in 2003 and have shaped the platform's open, integrator first philosophy ever since.Inductive Automation: https://www.inductiveautomation.comTimestamps0:00 Introduction1:00 Meet Colby Clegg and Carl Gould2:00 The origins of Inductive Automation in 20038:00 Going to market and the Innovator's Dilemma10:30 Innovation without permission as company culture18:50 Ignition 8.0 and the leap to Perspective26:00 The five year journey to 8.338:00 The MCP server module and AI in Ignition45:30 AI in the control plane and guardrails52:30 Tiger Data and the technology ecosystem1:02:30 Career advice for the next generation1:06:40 What is ripe for innovationReferencesIgnition Community Conference: https://icc.inductiveautomation.comAbout Your HostsVladimir Romanov is a cohost of The Manufacturing Hub Podcast and the founder of Joltek, an independent manufacturing and industrial automation consulting firm specializing in modernization strategy, digital transformation, and workforce development. Joltek works with manufacturers and investors to reduce the risk of modernization and build the internal capability to sustain results.Connect with Vlad: https://www.linkedin.com/in/vladromanov/Want to go deeper? Vlad and the team at Joltek have covered related topics here:Colby Clegg on Ignition 8.3 and Industrial Automation: https://www.joltek.com/blog/industrial-automation-colby-clegg-ignition-8-3Connecting Allen Bradley PLCs to Ignition: https://www.joltek.com/blog/connecting-allen-bradley-plc-ignitionDave Griffith is a cohost of The Manufacturing Hub Podcast and founder of Capelin Solutions, an industrial automation firm helping manufacturers adopt smart manufacturing technology. He brings 15 years of experience in industrial automation and digital transformation.Connect with Dave: https://www.linkedin.com/in/davegriffith23/Subscribe to Manufacturing Hub: https://www.manufacturinghub.liveLinkedIn: https://www.linkedin.com/company/manufacturing-hub-networkYouTube: https://www.youtube.com/@ManufacturingHub

When nonprofits speak out on issues in the public square, the line between education and electioneering can get blurry – especially during election season. On this episode of Rules of the Game, we break down what the law allows when organizations comment on statements made by candidates and campaigns, and how those rules shift when addressing the actions of incumbents who may also be on the ballot. From issue advocacy to the risk of impermissible political intervention, we walk through practical scenarios and key guardrails to help your nonprofit stay compliant while engaging in advocacy to advance your mission. Shownotes Basic rule: 501(c)(3) organizations are prohibited from supporting or opposing candidates for public office, which means that their advocacy and actions have to remain nonpartisan. ·      Black and White: 501(c)(3)s can't endorse candidates, and they can't explicitly tell people who not to vote for. On the other hand, nonprofits can emphasize the importance of voting in a nonpartisan way, and they can continue to educate voters about issues core to their missions without suggesting who people should vote for in an upcoming candidate election. ·      Shades of Gray: IRS utilizes a facts and circumstances analysis to determine whether a nonprofit's communication is permissible or a violation of the tax code's electioneering prohibition for 501(c)(3)s. While not an exhaustive list, some facts and circumstances the IRS might consider include… o   Timing of the communication o   Targeted audience o   How the message relates to what candidates and political parties are saying, and more! ·      The IRS has also indicated that messaging that includes distorted facts, disparaging language, or statements not aimed at developing the audience's understanding of a mission-related issue can indicate a violation of the law.   Commenting on Candidates and Campaigns ·      No clear guidance from IRS on how to do this safely, but based on the required facts and circumstances analysis, best practices could include: o   Focusing on what was said (the issue), not who said it (the candidate) o   Avoiding discussions about candidate qualifications or whether someone is a good or bad candidate o   Scripting responses before talking to reporters or the public (since you may very well get a question related to the election and who people should vote for) o   Avoiding comments about a candidate's record or personal characteristics o   Avoiding references to voters and the upcoming election o   Not comparing your position on an issue to where the candidates stand on that issue ·      Remember: It is permissible to monitor what candidates say and do so that you can prepare for the future. o   The risk arises for 501(c)(3)s when they communicate in a way that could be perceived as attempting to influence the outcome of a candidate election. ·      Examples[NRO1] : o   "What if Candidate X states during a candidate debate that "our community's water quality meets all safety standards." Can a local environmental justice 501(c)(3) correct the record if that statement is false? §  Yes. The organization could clarify that the claim is inconsistent with recent state water quality reports. It could then point to publicly available testing data. §  The key is to avoid discussing the particular candidate who made the statement and instead to focus on the issue itself. Use this as an opportunity to educate the public on issues core to your mission. §  To minimize risk, avoid mentioning the candidate by name, issue disclaimers (reminders that you are a 501(c)(3) and that you do not support / oppose candidates for public office), and focus on issues in alignment with the organization's mission.   Commenting on the Actions & Statements of Incumbents ·      501(c)(3) public charities can criticize or praise the votes and official statements of current government officials. Best practices include: o   Focus on official actions only (without mentioning if an incumbent is up for reelection) o   Time communications to coincide with policy actions (as opposed to increasing praise or criticism in the days leading up to the election). o   Have a track-record of working on the issue, and make sure it's central to your mission. o   Include commentary on legislators and other government officials who are NOT up for reelection. If you focus solely on the actions of incumbents running for office, that can raise a red flag. o   Use nonpartisan criteria when deciding on which official actions and statements to call out and respond to. o   Exercise particular caution when commenting on an issue position that clearly distinguishes candidates in an upcoming election. ·      Example: o   What if a mayor in a 501(c)(3)'s jurisdiction decides to support funding cuts to programs that provide housing to the unhoused and services for housing-insecure community members? Can the 501(c)(3) public charity chime in? §  Yes. A 501(c)(3) could issue a press release criticizing the mayor's statement in support of funding cuts and urge the city to restore services where needed. §  The charity would want to have a history of working on related issues to ensure the statement is in alignment with its mission and history of advocacy. §  It would also want to avoid mentioning any upcoming elections or noting that the mayor is up for re-election. §  In addition, it's important for the organization to comment on the official statement and action immediately, as opposed to waiting until just before candidate elections occur. Resources ·      Rules of the Game: Guide to Election-Related Activities for 501(c)(3)s ·      Sample 501(c)(3) Organizational Policy for Election Season ·      Praising and Criticizing Incumbents (Factsheet) ·      Commenting on Candidates and Campaigns (Factsheet)

With voting turnout of 26%, Nebraska people support mostly incumbents in primary election.

1/16: Jeff Bliss discusses the Los Angeles mayor's race, highlighting actor Spencer Pratt's surprising success in a recent debate. Pratt earned 83% viewer support by using AI-generated campaign videos to critique incumbents Karen Bass and Nithia Ramen. Critics question if an actor can successfully navigate the city council.1900 MEXICO

Trump-backed candidates defeat most redistricting-opposed incumbents in GOP primaries. Eli Lilly unveils a further $4.5 billion investment in the LEAP District, bringing total investments in the state to over $20 billion since 2020. Governor Braun extends the gas sales tax pause for another 30 days, and includes a new pause to the state gas tax to save Hoosiers around $0.59 per gallon.

Several fixtures in Delaware state politics have announced they won't seek reelection this year, some after decades in their seat. Their decisions to step aside leave room for new faces and the possibility a seat could flip to the other party.Incumbents opting to leave has become a bit of a trend in the First State. In both 2022 and 2024, multiple incumbents didn't pursue their seats in the General Assembly again.This week, Delaware Public Media political reporter Bente Bouthier dove into this trend and implications of this round of retirements with University of Delaware professor Paul Brewer - who specializes in political communication and public opinion.

Dave "CAC" Kellogg and Ray "Growth" Rike dig into the Redpoint Ventures 2026 Software and AI Market Update - a 69-page report built on proprietary CIO survey data from 141 respondents, plus public market data from Qatalyst, Pitchbook, Goldman Sachs, RBC, and McKinsey. Big report with even bigger implications. Ray and Dave unpack the data that matter most for B2B SaaS and AI-native software operators.WHAT WE COVER IN THIS EPISODEThe AI Build-Out Is Real and It's Not the Dot-Com BubbleHyperscaler CapEx is projected to hit $765B in 2026, up nearly 50% year over year. More than 90% of new data center capacity is already pre-committed. Compare that to the dot-com era when fiber utilization was under 3%. The other critical difference: today's infrastructure spend is funded primarily by free cash flow, not debt. The more important signal is demand. AI has reached 1 billion monthly active users in four years. The internet took far longer to reach 70 million. The demand is real. The risk of speculative overbuild is also real.The Agent Maturity Curve and Why Most of the Value Is Still AheadPage 7 of the report maps the four phases of agent maturity by runtime: co-pilots (seconds), task agents (minutes), workflow agents (hours), autonomous agents (days). Co-pilots represent roughly $500B in software spend. Task agents, where coding tools live today, push that to $1.2T. Workflow agents expand the TAM to $2.8T. Autonomous agents take it to $6.1T. Coding has been the beachhead use case for good reasons: structured training data, instant verification, self-improving feedback loops. The real enterprise revenue opportunity is still in phases three and four.What the CIO Survey Actually Says This is the buried lead of the report. 54% of CIOs are actively consolidating vendors. 45% of AI budgets are coming from existing software budgets, not net-new spend. 58% say AI feature additions are the top driver of incremental software spend. 54% prefer to stay with incumbent vendors if they deliver on AI. Only 13% have a strong preference for AI-native software. The 33% who are neutral are the swing vote. Incumbents are winning the preference battle but losing the execution battle — the CIO feedback on Agentforce, Copilot, and ServiceNow AI in the survey is not flattering.Terminal Value Is the Real SaaS Valuation StoryThe public SaaS median NTM revenue multiple sits at 4.1x (Meritech says 3.1x), the lowest since the global financial crisis. In a SaaS DCF, 85 to 95% of enterprise value comes from terminal value, not the five-year forecast. The implied long-term growth rate embedded in current SaaS valuations has collapsed from 4.7% to 1.1%. Short-term beats like ServiceNow's recent quarter do almost nothing to move the stock because the market's concern is not next year. It's year ten and beyond. That is a terminal value story, not a growth story.ARR Per Employee - The Benchmark EvolvesCursor and Anthropic hit $100M ARR in roughly two years. Slack took three. Salesforce and Adobe took four to five. ServiceNow took seven to eight. AI-native companies have made $1M revenue per FTE the new floor. The P&L transformation model in slide 39 projects R&D costs down 15 to 20%, sales costs down 15 to 20%, COGS increasing due to inference spend but offset by reductions in customer support and customer success. Net result: potential EBITDA expansion of 100 to 250% on the same revenue base over three to five years.Private Markets Are in an AI Love FestAI-native deals represent nearly 100% of new VC activity in Q1 2026. Deal concentration is accelerating: the top 20 deals captured 44% of total funding in 2025, up from 31% in 2024 and 7% in 2022. At the model layer, dollars and valuations are concentrated while deal volume belongs to the application layer (61% of deals). The model competition is effectively over. The only question is rank order. The application layer is where the volume plays out, and AI-native vendors are winning that battle.Redpoint 2026 Software and AI Market Update: https://www.redpoint.com/reports/2026-market-updateABOUT THE METRICS BROTHERS Ray Rike is the Founder and CEO of Benchmarkit, the leading B2B SaaS and AI-native software benchmarking company. Dave Kellogg is an EIR at Balderton Capital, independent consultant, and author of Kellblog. Together they bring a CFO-meets-GTM lens to the metrics and benchmarks that drive efficient revenue growth and enterprise value.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Hoosier state hate for GOP incumbents!? Why did Trump back primary challengers who not only won, but in a landslide? Why is this reverberating throughout the party & DC? What does this mean for MAGA, Congress & the Mid-terms? Top VA Democrat’s office raided in massive corruption probe!:Arrests were made; What did she do and who was arrested? Is Ilhan Omar finally next? The heat is on as MINN house after her name was in court docs in a major fraud case! Taxpayer Cash for chat & “companionship”?; Ohio is ground zero for the biggest fraud scandal yet! Found out how many BILLIONS are being paid to foreigners to….chat with their families! Democrat debacle at the California gubernatorial debate; Dems are in full panic mode after their candidates crashed out in last night’s debate! How did Hilton & Bianco team up to avoid the attempts at division? Katie Porter accidentally drops a truth bomb. What did she say? With guest Dr. Jeff Barke, RXforLiberty.com.Support Our Mission: https://www.paypal.com/donate/?hosted_button_id=ZMGRBFGDJKRS8See omnystudio.com/listener for privacy information.

-A historic 5 of 7 Republican state senators lose their primaries after being targeted by Trump-backed challengers! -Luke Rosiak (Daily Wire investigative reporter) joins via the Newsmax hotline and details a sweeping investigation into a massive Medicaid fraud scheme centered in Columbus, Ohio. Today's podcast is sponsored by : CHAPTER - If you're turning 65 or already on Medicare, call Chapter at 27-MEDICARE for the plan that suits you best. RELIEF FACTOR - You don't need to live with aches & pains! Reduce muscle & joint inflammation and live a pain-free life by visiting http://ReliefFactor.com  GHOSTBED - I used to think a mattress was just furniture, until I got my GhostBed! GhostBed is offering my audience their lowest prices of the season, plus an extra 10% off. Go to http://GhostBed.com/CARSON and use promo code CARSON BOLL & BRANCH - Upgrade your sleep with Boll & Branch quality bedding. Get 15% off your first order plus free shipping at http://BollAndBranch.com/robcarson with code ROBCARSON. BIRCH GOLD - Protect and grow your retirement savings with gold. Text ROB to 98 98 98 for your FREE information kit! To call in and speak with Rob Carson live on the show, dial 1-800-922-6680 between the hours of 12 Noon and 3:00 pm Eastern Time Monday through Friday… Musical parodies provided by Jim Gossett (http://patreon.com/JimGossettComedy) You can now WATCH and chat with The Rob Carson Show LIVE on Newsmax's social media channels (Facebook, X/Twitter, YouTube, Rumble) Listen to Newsmax LIVE and see our entire podcast lineup at http://Newsmax.com/Listen Make the switch to NEWSMAX today! Get your 15 day free trial of NEWSMAX+ at http://NewsmaxPlus.com Looking for NEWSMAX caps, tees, mugs & more? Check out the Newsmax merchandise shop at : http://nws.mx/shop Follow NEWSMAX on Social Media:  -Facebook: http://nws.mx/FB  -X/Twitter: http://nws.mx/twitter -Instagram: http://nws.mx/IG -YouTube: https://youtube.com/NewsmaxTV -Rumble: https://rumble.com/c/NewsmaxTV -TRUTH Social: https://truthsocial.com/@NEWSMAX -GETTR: https://gettr.com/user/newsmax -Threads: http://threads.net/@NEWSMAX  -Telegram: http://t.me/newsmax  -BlueSky: https://bsky.app/profile/newsmax.com -Parler: http://app.parler.com/newsmax Learn more about your ad choices. Visit megaphone.fm/adchoices

In the first segment of The Charlie James Show on Wednesday, May 6, 2026, the discussion centered on the fallout of the previous day's Indiana primaries, where President Trump's preferred candidates won a significant victory over state Senate incumbents.

Amjad Masad is the Co-Founder and CEO of Replit, one of the leading "vibe-coding" platforms. Under his leadership, Replit has raised a total of $922 million in funding, recently raising at a whopping $9 billion valuation. Replit has over 50 million registered users and is used by employees at 85% of Fortune 500 companies. Replit's revenue jumped from $10 million to $100 million in nine months, and the company is on track to reach $1BN in ARR by the end of 2026. AGENDA:  00:00 — Why Coding Models are Hitting a Performance Plateau 07:21 — Is Most of the Value of Replit Not Anthropic Model Quality? 10:04 — Why Did Replit Decide to Not Build Their Own Model, Like Cursor Did? 11:58 — Why Product Quality Must Always Beat Cost Optimization 14:51 — How Do Replit Choose Which Model To Route To For Different Tasks? 24:43 — The SaaS Apocalypse: Why it is Fair and Just? 29:55 — What Will the Cost of Tokens Be in 5 Years? 31:09 — Is Cursor Dead? Debunking the Twitter Narrative 33:36 — Are IDEs Dead? 35:54 — Should Students Still Study Computer Science? 42:47 — Are US Companies Using CCP Subsidised Open-Source Chinese Models 56:59 — What Do No Founders Know About True Product-Market Fit  

This is a big election year in Alabama politics. All constitutional state offices and all legislative seats are on the ballot. All 35 State Senate seats and all 105 House seats will be decided. Alabama is one of the most Republican states in America and that is reflected in the State Senate and State House. Republicans hold supermajorities in both chambers. In the Senate, there are 27 Republicans and eight Democrats. That balance is expected to change little, if at all, in this election cycle. The membership is not likely to change much either. More than 80% of the Legislature... Article Link

Jake Saper of Emergence Capital joins Nick to discuss Mirage PMF, What LLMs Will Take On and What They Will Avoid, Why Outcomes Will Shift Models from Software to Services, and How Pricing Playbooks Are Being Rewritten. In this episode we cover: SaaS Market Sell-Off and Future of Software Impact of AI on Established Brands like Salesforce Mirage Product Market Fit and AI Native Services Business Models and Pricing in the AI Era Challenges for Incumbents and Innovator's Dilemma Laggard Industries and AI Adoption Role of LLMs and Future of Technology Vendors Guest Links: Jake's LinkedIn Emergence Capital's LinkedIn Emergence Capital's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Why do 80-95% of AI initiatives fail — and why is your organization's structure to blame? Most companies are treating AI like a software upgrade, when it actually demands a complete rewiring of how work gets done.In this episode, Melissa Reeve, author of Hyperadaptive and organizational change expert, shares a practical model for transforming legacy enterprises into AI-native organizations built to thrive — not just survive — in the age of AI. Drawing on her experience with the Toyota Production System, Scaled Agile, and deep research into leading AI adopters, Melissa argues that the real barriers to AI adoption are structural: Taylorist hierarchies, functional silos, and decision bottlenecks that organizations have never been forced to dismantle — until now. She introduces the Hyperadaptive model, a five-stage maturity path that gradually rewires how organizations operate, from establishing AI governance and identifying champions, to deploying agentic AI and organizing around customer value streams. Unlike past transformations, AI will compress both the strategy-to-execution and concept-to-delivery dimensions simultaneously — and the organizations that fail to adapt will be displaced by AI-native competitors rising far faster than Uber or Airbnb ever did.Timestamps:(00:00:00) Trailer & Intro(00:02:50) How Did Melissa's Background in Lean and Agile Lead to the Hyperadaptive Model?(00:05:57) How Is the AI Revolution Different From Past Digital Transformations?(00:07:39) Will AI-Native Companies Disrupt Incumbents the Way Airbnb and Uber Did?(00:09:08) How Did the DevOps Model Inspire the Concept of Automated Execution Pipelines?(00:12:41) What Is a Hyperadaptive Organization?(00:14:10) Why Has AI Adoption Failed to Deliver Results in Most Organizations?(00:17:05) What Are the Three Structural Barriers to AI Adoption?(00:19:39) Why Is Taylorism Considered a Major Barrier to Becoming Hyperadaptive?(00:22:48) What Are the Five Capabilities Required to Become Hyperadaptive?(00:26:45) Why Does AI Make Age-Old Principles Like Lean and Agile More Relevant Than Ever?(00:28:49) How Will the Human-in-the-Loop Role Evolve as Agentic AI Takes Over?(00:32:52) How Should Organizations Start Transitioning from Functional Silos to Value Streams?(00:35:07) How Is AI Enabling Adjacent Competencies and Expanding Professional Roles?(00:38:43) Will AI Replace Workers or Unlock More of What Organizations Can Achieve?(00:41:52) What Are the Five Stages of Maturity for Becoming Hyperadaptive?(00:48:21) Why Do Most AI Implementations Fail When Organizations Skip the Foundation?(00:50:55) What Does Dynamic AI Governance Look Like in Practice?(00:55:20) How Does Kahneman's Thinking Fast and Slow Explain the Human-AI Partnership?(00:58:07) How Can AI Help Organizations Optimize for People, Profit, and Planet?(01:00:24) 3 Tech Lead Wisdom_____Melissa Reeve's BioMelissa Reeve creator of the Hyperadaptive Model and author of Hyperdaptive: Re-wiring the Enterprise to Become AI-Native. Hyperadaptive brings together process excellence, systems thinking, and the human side of AI integration to help leaders reimagine how their organizations learn and adapt.Prior to leaning into AI, Melissa spent 25 years as an executive and Agile thought leader, which led to pioneering work in Agile marketing and her role as the first VP of Marketing at Scaled Agile and co-founding the Agile Marketing Alliance. She lives in Boulder, CO, with her husband, dogs, and chickens, where she enjoys hiking and gardening.Follow Melissa:LinkedIn – linkedin.com/in/melissamreeveWebsite – hyperadaptive.solutionsSubstack - https://intel.hyperadaptive.solutions/ Hyperadaptive - https://hyperadaptive.solutions/bookLike this episode?Show notes & transcript: techleadjournal.dev/episodes/254.Follow @techleadjournal on LinkedIn, Twitter, and Instagram.Buy me a coffee or become a patron.

Max and Donatienne discuss recent elections in Slovenia and Denmark, a referendum on judicial reforms in Italy, and Mark Rutte's recent statements on the war in Iran. Then, they turn to a conversation with Nathalie Tocci, Director of the Istituto Affari Internazionali (IAI), for a conversation on Europe's place in the world. (00:00) Intro (00:50) Slovenia election (04:40) Denmark election (10:20) Italy judicial reform referendum (15:58) Mark Rutte's Sunday show appearances (22:03) Nathalie Tocci   Learn more: Russian Roulette | CSIS Podcasts Europe Needs an ASAP Program for Air Defense

Chuck Todd opens by announcing the launch of "Dynastic," his new sports history podcast with J.A. Adande, before turning to what may be the most consequential inflection point of the Iran war: Trump is running out of patience and actively searching for an off-ramp, but every path forward carries serious risks and his definition of victory keeps shifting by the day. Chuck warns that the U.S. continues to send more troops for potential escalation even as the military acknowledges it has achieved its strategic objectives but can only do so much — the regime has plenty of loyalists and will not go away quietly, meaning the war has now become fundamentally about perception rather than territory. He flags General Mattis's warning that Iran will claim control over the Strait of Hormuz if the U.S. retreats, that Gulf states are already hedging their security partnerships and leaning toward China, and that standing with America has become politically toxic in allied countries — a direct consequence of Trump choosing to weaken alliances before launching a war that required them. At home, the picture is equally grim: support for Trump among independents has cratered into the low 20s, the MAGA brand has become more toxic with voters than the generic Republican brand, nobody in Trump's orbit wants to own this war, and Chuck warns that while Trump has always bounced back from political crises, this time may be different — the war could be the death knell for the MAGA movement itself, because Trump hollowed out the expertise around him, surrounded himself with sycophants, and now finds both sides stuck in a conflict where retreat looks like defeat and escalation looks like madness. Finally, Chuck gives his ToddCast Top 5 statewide incumbents most likely to lose reelection in 2026, and answers listeners’ questions in the “Ask Chuck” segment. Link in bio or go to https://getsoul.com & enter code TODDCAST for 30% off your first order. Take your personal data back with Incogni! Use code CHUCKTODDCAST at the link below and get 60% off an annual plan: https://incogni.com/chucktoddcast Thank you Wildgrain for sponsoring. Visit http://wildgrain.com/TODDCAST and use the code "TODDCAST" at checkout to receive $30 off your first box PLUS free Croissants for life! Timeline: 00:00 Chuck Todd’s introduction 00:45 Launching the "Dynastic" sports history podcast with J.A. Adande! 09:00 Trump is running out of patience, looking for off-ramp in Iran 10:15 Trump’s definition of victory keeps changing 11:00 Every path forward in Iran carries risks 11:30 We continue to send more troops for potential escalation 12:45 Iran will have a say over who can travel through the Strait of Hormuz 13:15 Gen. Mattis believes Iran will claim control over Strait if U.S. retreats 16:00 The military has had strategic victory, but can only do so much 16:45 Regime has plenty of loyalists and will not go away quietly 18:00 Both sides are stuck, so now the war becomes about perception 18:45 Gulf states could hedge their security partnerships, lean to China 19:30 Trump hollowed out expertise & surrounded himself with sycophants 20:30 Nobody in Trump’s orbit want to own this war 21:30 Standing with the U.S. is politically unpopular in allied countries 23:00 Trump chose to weaken America’s alliance prior to launching war 23:45 War is increasingly unpopular at home 25:00 Support for Trump among independents is in the low 20’s 26:30 The MAGA brand is now more toxic with voters than Republican brand 27:30 War could be the death knell for the MAGA brand 28:45 Trump has always bounced back, but he may not be able to this time 35:30 ToddCast Top 5 statewide incumbents most likely to lose in 2026 36:45 #1 John Cornyn 38:15 #2 Dan McKee 40:30 #3 Bill Cassidy 43:00 #4 Susan Collins 47:00 #5 Pete Ricketts 48:15 Ask Chuck 48:30 John Hickenlooper is out. Has another state had so many 1-term dropouts? 52:45 Would Hilary Clinton have won the presidency if the nominee in a different year? 56:30 Any pop culture quotes that you love that carry weight politically?See omnystudio.com/listener for privacy information.

Getting your buyer's attention has never been harder. In this episode, Shahin sits down with Scott Albro, serial entrepreneur and GTM advisor to early-stage AI founders, to unpack what modern go-to-market actually looks like. Scott reframes the most common answer to "what's changed?" by showing how AI isn't just a trend; it's an accelerant for the three forces already making buyer attention scarce. From founder brand to manufactured moments, tight customer feedback loops to strategic narrative, Scott shares the GTM pillars he works through with his founder clients. He breaks down why the new breed of AI startups is out-marketing incumbents, what Lovable's live-streamed design competition can teach any B2B team, and why ServiceTitan's origin story is the best strategic narrative he's ever heard. Guest Introduction Scott Albro is a serial entrepreneur and go-to-market strategist who co-founded TOPO, a sales and marketing research and advisory firm acquired by Gartner, and advises early-stage AI founders on building their first go-to-market functions, drawing on 30 years of experience studying the GTM practices of the world's fastest-growing companies. Key Topics Why attention scarcity is the defining GTM challenge today, and how AI makes it worse across three fronts: information overload, professional busyness, and competitive noiseWhat incumbent vendors like Salesforce and Workday need to do to defend their position as AI-native startups grow more innovative in both product and go-to-marketFounder brand as a strategic GTM asset: why it goes far beyond LinkedIn posts, and how Nick Mehta made Gainsight synonymous with the customer success movementGrowth experiments and the "Mr. Beast for SaaS" mindset: how Lovable drove 40,000 live viewers and 3 million replays with a zero-budget design competitionBuilding tight customer feedback loops: why the company that iterates fastest wins, and how AI is finally making weekly feedback cycles achievableManufacturing moments: how Mark Benioff staged a fake protest at Siebel's user conference to launch the no-software movement and put Salesforce on the mapStrategic narrative done right: why ServiceTitan's "the trades stand frozen in time" story is the best B2B narrative Scott has ever encounteredThe danger of performative nihilism: why shock-value launches like Cluely's generate page views but destroy brand equity Resources & Links People Mentioned Nick Mehta, former CEO of GainsightMarc Benioff, Chair, CEO and Co-Founder of Salesforce Companies & Tools TOPO / GartnerGainsightServiceTitanLovableEvidenza - a synthetic customer research platformSalesforceG2 Contact & Credits Host: Shahin Hoda Guest: Scott Albro Produced by: Shahin Hoda and Alexander Hipwell Edited by: Alexander Hipwell Music by: Breakmaster Cylinder APAC's B2B Growth Podcast is Presented by xGrowth

Election day 2026 in Mississippi will bring little to no shocks.

Why is iterating hardware so difficult and what would we do if it came time to start a business.In Episode #515 of 'Meanderings', Juan & I discuss: Clayton Christensen's 'The Innovator's Dilemma' book, why incumbents like IBM and Blockbuster struggled with disruptive shifts, how spin-outs can help large firms explore new markets, whether today's tech giants (NVIDIA, Amazon, Alphabet) are genuinely pivoting faster than past eras, the trap of single‑thesis bets (e.g., x402 via Coinbase/Circle), the difference between wealth and money via Paul Graham's classic essay, my slow‑ship shift toward building something around livestreaming/value-for-value/OpenClaw-style agents, Juan's practical plan to buy and streamline existing local service businesses and the enduring challenge of measuring value in a world awash with AI-generated content. No boostagrams but we do appreciate the streaming!Stan Link: https://stan.store/meremortalsTimeline:(00:00:00) Intro(00:00:36) The Innovator's Dilemma book(00:05:20) From hardware to software: DiSASSter(00:10:58) CapEx arms race: Nvidia up, Apple lagging(00:15:04) Incumbents can't buy their way out every time(00:19:13) Is AI truly disruptive? Capital, energy, and hype checks(00:24:50) Business cycles repeat: pivots, exits, and getting left behind(00:29:34) Investing today: concentration, tech dominance, and copper(00:34:05) Investing is prediction: outcomes vs decisions(00:38:02) Finding exposure: beware tiny bets inside behemoths(00:41:01) Boostagram Lounge and supporter shout-outs(00:42:04) Micropayments, value, and streaming money(00:45:19) Why Lightning may not fit continuous payments(00:49:53) Two paths: analogue community vs full-tilt AI grind(00:53:41) A niche edge: 'human-made' as a selling point(01:03:31) A creator's plan: livestreaming with OpenClaw automation(01:08:02) Work futures: lifestyle businesses and human uniqueness(01:14:58) Zero-to-one vs sustainment: knowing your role(01:20:04) Juan's near-term play: buy, streamline, and bundle SMBs(01:23:40) Wrap-up and sign-off Connect with Mere Mortals:Website: https://www.meremortalspodcasts.com/Discord: https://discord.gg/jjfq9eGReUTwitter/X: https://twitter.com/meremortalspodsInstagram: https://www.instagram.com/meremortalspodcasts/TikTok: https://www.tiktok.com/@meremortalspodcastsValue 4 Value Support:Boostagram: https://www.meremortalspodcasts.com/supportPaypal: https://www.paypal.com/paypalme/meremortalspodcast

We're talking effecting opposing QB's on today's show as Travis takes you through the offseason landscape among the edge rushers for the 2026 Dolphins. Incumbents, free agents and draft prospects all go under the microscope.See omnystudio.com/listener for privacy information.

As election season picks up steam, this training will equip volunteers with a review of CCL's advice on engaging candidates and members of Congress effectively during campaign season and public events. Participants will learn how to ask concise, solution-oriented questions, connect climate solutions to local priorities, and build relationships that make climate action feel constructive and achievable. We'll also cover how to stay proudly nonpartisan while encouraging science-based climate ambition and documenting outreach to strengthen long-term advocacy. Whether you're new or experienced, this session will help you show up with confidence, curiosity, and a focus on building political will for climate solutions. CCL Training Event Page: https://community.citizensclimate.org/events/item/24/20292   Presentation Slides:  https://cclusa.org/campaign-season-candidate-activities  Skip ahead to the following section(s): (0:00) Intro & Agenda (2:50) In-District Activity Goals (9:21) Activity Options (15:31) Scheduling the Activity (22:41) After the Activity (25:22) Find Candidate Events (30:07) Learn About All Candidates (31:45) Develop Strategic Questions (37:34) Work with Incumbents (38:50) Stay Nonpartisan and Bipartisan

Anish Acharya is a General Partner at Andreessen Horowitz (a16z), where he leads consumer and fintech investing at Series A. He serves on the boards of standout portfolio companies including Deel, Mosaic, Clutch, Titan, and HappyRobot and has led early bets in companies like Runway and Carbonated. Before a16z, he founded and exited two startups—Snowball (acquired by Credit Karma) and SocialDeck (acquired by Google) and scaled Credit Karma's U.S. Card business to over 100 million members. AGENDA: 00:03 - Why building an AI company today requires being in San Francisco 06:58 - The "SaaS Apocalypse" myth: Why "vibe coding" everything is a lie 09:11 - How AI agents are finally breaking the lock-in of legacy software providers 10:13 - Incumbents vs. Startups: Who actually wins the AI distribution war? 14:39 - Why the developer tool market looks more like Cloud than Uber and Lyft 22:43 - The death of the Chatbox? Why browse-based interfaces are still preferable 27:14 - Why power users are 10x more valuable in the age of AI consumption 28:36 - Do margins matter in a world of AI? 34:46 - Why we are definitively not in an AI bubble right now 38:58 - Why the Legal and Customer Support industries will have dozens of winners 39:44 - Lessons from Marc Andreessen: Why the "quality of being right" supersedes process 44:51 - Is "Triple, Triple, Double, Double" dead? The new physics of growth 01:10:41 - The a16z Playbook: How to win 100% of the deals you chase    

In this episode of Run the Numbers, CJ Gustafson sits down with Dan Miller, CFO at RightRev. They unpack why leasing is underused in software, how RevTech emerged, and why revenue recognition may be the next AI battleground. Dan also shares how he evaluates durable growth vs. hypergrowth.—SPONSORS:Rillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.com—LINKS: Dan on LinkedIn: https://www.linkedin.com/in/danmillercpa/RightRev: https://www.rightrev.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:00:00:00 Preview and Intro00:02:41 Why Operating Experience Matters for CFOs00:04:08 Defining Durable Growth00:06:06 Snowflake and Consumption Revenue Complexity00:10:17 Forecasting in Consumption Models00:11:29 AI's Role in Revenue Forecasting00:12:14 Sponsors — Rillet | Tabs | Abacus AI00:15:39 Comping Sales in Usage-Based Models00:18:15 Leasing as a Software Monetization Tool00:20:47 The CFO's Role in Sales and GTM00:22:29 How CFOs Help Close Deals00:24:14 Rev Tech vs RevOps00:26:20 Sponsors — Brex | Metronome | RightRev00:29:40 Where AI Actually Helps Rev Rec00:31:55 Deterministic vs Probabilistic AI00:33:05 Why Enterprises Hesitate on AI Agents00:34:18 Startups vs Incumbents in the AI Race00:35:13 FOMO, Overfunding, and Market Distortions00:38:13 CFO Playbooks Without Hypergrowth00:39:38 Finding PMF as a CFO00:41:15 Career Advice: Growth vs Shiny Objects00:42:00 Building the CEO–CFO Relationship00:42:49 Learning Beyond the Back Office00:43:22 Lightning Round00:44:28 Advice to My Younger Self00:45:09 Finance Tech Stack00:46:36 Credits

Oren Zeev is one of the most prominent solo capitalists in venture. He is one of the most no BS investors of our time. Oren manages over $1BN in AUM and is known for his "radical alignment" approach, often taking $0 in management fees. His track record includes massive successes like Navan, Audible, and Houzz. AGENDA: 03:11 – Why the Best Investments Always Look "Wrong" at the Start 05:58 – The AI Tsunami: How to Spot Beneficiaries vs. Victims 10:43 – The Death of Incumbents? Why Most AI Predictions Are Wrong 14:12 – Why Chasing Hyper-Growth is a "Disaster Waiting to Happen" 19:41 – The Biggest Mistakes From 2021 and Investing Lessons From It? 25:52 – Is the Future of Venture Boutique or Mega Fund: Does the Middle Die? 32:00 – The Great VC Shakeout: Why 50% of Funds Will Slowly Die 38:52 – Why Oren Zeev Takes $0 in Management Fees 50:48 – Why VCs Should Never Tell Their LPs What They Are Doing? 59:11 – How I Missed Investing in Facebook and Lessons Learned      

Incumbent traditional organisations are doomed to failure.That's a misleading view that permeates the world of digital transformation. In fact, they can thrive if they develop the right mindsets and capabilities. Julian Birkinshaw joins me to explore more of the myths and misconceptions surrounding digital transformation, the discipline of balancing today's pressures with tomorrow's opportunities, and the art of thoughtful experimentation. Julian draws on his research and his role as Dean of Ivey Business School to show how leaders can navigate profound change without rushing into costly mistakes.We also examine the leadership qualities needed to inspire innovation across large organisations, the realities of tenure in academia, and his personal habits that fuel sustained strategic performance.If you lead a team or organisation wrestling with disruption, this discussion offers practical insights for staying relevant and resilient.“Incumbents have strengths that start-ups can only dream of.” – Julian BirkinshawYou'll hear aboutMyths that distort the digital disruption narrativeData revealing incumbent companies' hidden resilienceBuilding a digital mindset across established organisationsBalancing present performance with future opportunityWhy “fast-second” often beats first-mover advantageInspiring innovation with symbolic leadership actionsLow-cost experiments that signal serious intentManaging change without rushing major decisionsGenerative AI's real impact on business schoolsAbout Julian:Julian is a world-leading scholar and dynamic academic leader. Appointed Dean of Ivey Business School at Western University in August 2024, he brings a 25-year legacy at London Business School where he was Vice Dean, Deputy Dean Programmes and Deputy Dean Executive Education.An internationally renowned authority on innovation, digital transformation, and the strategic agility of large firms, Birkinshaw has authored 16 books - including Resurgent, Fast/Forward, and Becoming a Better Boss.He has won best paper awards in leading academic journals, and practice-oriented journals. His is a Fellow of the British Academy, Strategic Management Society, American Academy of Management, and Academy of International Business, and holds honorary doctorates from Copenhagen and Stockholm universities.Profile: https://shorturl.at/yMlO9Book: https://shorturl.at/AD7n2My resources:Try my High-stakes meetings toolkit (https://bit.ly/43cnhnQ) Take my Becoming a Strategic Leader course (https://bit.ly/3KJYDTj)Sign up to my Every Day is a Strategy Day newsletter (http://bit.ly/36WRpri) for modern mindsets and practices to help you get ahead.Subscribe to my YouTube channel (http://bit.ly/3cFGk1k) where you can watch the conversation.For more details about me:●      Services (https://rb.gy/ahlcuy) to CEOs, entrepreneurs and professionals.●      About me (https://rb.gy/dvmg9n) - my background, experience and philosophy.●      Examples of my writing https://rb.gy/jlbdds)●      Follow me and engage with me on LinkedIn (https://bit.ly/2Z2PexP)●      Follow me and engage with me on Twitter (https://bit.ly/36XavNI)

Navin Chaddha of Mayfield joins Nick to discuss A 17 Time Midas Lister on Greatness, the $6T AI Teammate Market, Why AI Sovereignty Is Critical, and Who Wins the Battle Between Incumbents and Startups. In this episode we cover: Challenges in Early Internet Video Lessons from Interacting with Tech Luminaries Investment Philosophy and Evaluation Process The Role of Psychology in Venture Capital The AI Collaboration Era Geopolitical Implications of AI Investment Strategy in a Competitive Market Guest Links: Navin's LinkedIn Navin's X Mayfield's LinkedIn Mayfield's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

After losing all 3 branches of power in 2024, progressive Democrats are hungry for the opportunity to reshape the party along ideological, generational and other factional lines in 2026. Fueled by an increasing anger among Democratic voters and a splintered Republican base, the possibility of a Democratic-controlled house looks increasingly likely for 2027. How might that thwart the success of President Donald Trump's second half agenda? USA TODAY Chief Political Correspondent Phillip M. Bailey joins The Excerpt to talk about the new political calculus in Washington.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Virginia House of Delegates will be losing 13 Republican incumbents when the next General Assembly gavels into session. Michael Pope has this look at the delegates who will be saying goodbye.

There’s a new slate of politicians entering Seattle city government. Axios reporter Melissa Santos will tell us why things went so badly for the incumbents and what to watch with our new city leaders. We can only make Seattle Now because listeners support us. Tap here to make a gift and keep Seattle Now in your feed. Got questions about local news or story ideas to share? We want to hear from you! Email us at seattlenow@kuow.org, leave us a voicemail at (206) 616-6746 or leave us feedback online.See omnystudio.com/listener for privacy information.

When many law‑ and consulting‑firms ask "Which AI tool do we buy?" they're missing the bigger shift: the very business model is changing. In this episode, Mary sits down with David Duncan and Tyler Anderson—two long‑time service‑firm innovators—to explore how AI is not just a new tool, but a structural force reshaping professional services: staffing models, pricing, talent, and even the nature of expertise. In this episode: The pyramid unravels: We revisit the traditional "analyst → manager → partner" model and why AI is eroding the base layers. From pyramid to obelisk: David and Tyler explain why the future staffing architecture looks more like a narrow obelisk than a wide pyramid. AI‑native vs. retrofit: Are you building your firm around AI or simply bolting AI on? The difference is profound. Pricing and incentives under pressure: If AI reduces hours and increases speed, how do firms preserve value and avoid racing toward the billable‑hour death spiral? Talent, apprenticeship & judgement: With junior work being automated, how will younger professionals develop deep judgment? What happens to the craft of the profession? Incumbents vs. attackers: Why nimble AI‑first boutiques may have the attacker's advantage, and what legacy firms must do to remain relevant. Opportunity vs. risk mindset: David closes with a powerful framing—see AI not as a threat to be managed but as an opportunity to be seized. If you're in legal or professional services and wrestling with how AI fits into your firm's model—not just your tech stack—this is a must‑listen. Explore Goodwin's Strategies for Winning Deals series to gain a competitive edge in closing  your next deal: https://bit.ly/4oCDVGn Follow Mary on LinkedIn Rate and review on Apple Podcasts  

On this episode, host Sagi Eliyahu speaks with Gabriel Buigas, Executive Vice President of Contracts, Compliance and Commercial Services at Integreon. Gabriel shares his unique perspective on legal transformation, drawing on senior leadership roles at Hewlett-Packard, UnitedLex and now Integreon.The discussion explores how generative AI is reshaping the legal function, why disruption rarely comes from incumbents and how forward-looking in-house leaders can self-fund transformation while preparing their teams for the future. Gabriel also highlights the importance of embracing change, investing in young, tech-native talent and learning the business to be an effective legal partner.Key Takeaways:00:00 Introduction.03:53 Incumbents rarely drive industry disruption. Change often comes externally.07:16 GenAI is transforming legal with rapid, widespread adoption.10:29 Legal departments should create safe spaces for responsible AI experimentation.16:10 Forward-thinking legal teams can self-fund transformation through cost savings.22:06 Start automating routine workloads now before the major changes coming within five years.25:03 Hiring lawyers who embrace technology accelerates organizational growth and readiness.28:31 Embracing change and business context makes stronger, future-ready legal professionals.Resources Mentioned:Gabriel Buigashttps://www.linkedin.com/in/gabriel-buigas-902953/Integreon | LinkedInhttps://www.linkedin.com/company/integreon/Integreon | Websitehttp://www.integreon.comThis episode is brought to you by Tonkean.Tonkean is the operating system for business operations and is the enterprise standard for process orchestration. It provides businesses with the building blocks to orchestrate any process, with no code or change management required. Contact us at tonkean.com to learn how you can build complex business processes. Fast.#Operations #BusinessOperations

Take a Network Break! Companies spying on…I mean, monitoring…their employees via software called WorkExaminer should be aware of a login bypass that needs to be locked down. On the news front, we opine on whether it’s worth trying to design your way around AWS outages, and speculate on the prospects of a new Ethernet switch... Read more »

If this episode is appearing twice, it's because the Spotify feed was acting up. Apologies and hey... you get to hear Brian Sims, twice! - Yo Aunteas!   Yo Aunteas are joined once again by Brian Sims — activist, former Pennsylvania State Representative, and CEO of Agenda PAC. Brian breaks down how Agenda PAC is using AI to identify and defeat the most dangerous bigots in America, why local elections matter more than ever, and how queer communities can reignite political hope amid burnout and misinformation. The group gets real about why the Democratic party refuses to "play dirty", and Brian delivers a sharp call to action for allies—especially white gay men—who have been conspicuously silent while our rights are under attack. Of course, the Aunteas also serve the cultural tea, breaking down the drama behind Brandy walking off stage during the long-awaited Brandy & Monica tour. Finally, Brian returns for "Curiositea Part Two" , sharing his hobbies, his Drag Race Mount Rushmore , and the sweet story behind the last song he played . (Dawon is out this week, but sends his love from London! ) So, get them cups readyyyy!!   Tea Stamps: 00:00 Pop Culture Moments 01:26 Agena PAC's Brian Sims 09:52 Communitea Bulletin Board: Sam Smith 11:23 The Importance and Urgency of Voting 14:43 Identifying and Challenging Bigotry 21:46 The Role of Allies in Advocacy 25:00 Finding Hope Amidst Fatigue 29:10 Engaging White Gays in Activism 34:51 Holding Elected Officials Accountable 39:35 Changing the Narrative: Engaging Elected Officials 41:01 Better Teamwork 42:25 The Need for Aggressive Political Strategy 43:22 Fighting Back: The Role of Incumbents and Challengers 44:47 The Importance of Differentiation in Political Messaging 47:59 The Role of Social Media in Political Discourse 50:54 Social Media's Role 53:29 Interpersonal Communication: The Antidote to Misinformation 54:31 Masculinity and Identity: Backed Potato & Gollum 01:00:18 The Call to Action: Voting and Community Engagement 01:02:50 Brandy...where you going girl? 01:08:13 Curiositea: Brian Sims Part 2 01:28:30 Agenda PAC 01:30:18 Benediction 01:31:33 Personal Reflections and Future Plans  

Yo Aunteas are joined once again by Brian Sims — activist, former Pennsylvania State Representative, and CEO of Agenda PAC. Brian breaks down how Agenda PAC is using AI to identify and defeat the most dangerous bigots in America, why local elections matter more than ever, and how queer communities can reignite political hope amid burnout and misinformation. The group gets real about why the Democratic party refuses to "play dirty", and Brian delivers a sharp call to action for allies—especially white gay men—who have been conspicuously silent while our rights are under attack. Of course, the Aunteas also serve the cultural tea, breaking down the drama behind Brandy walking off stage during the long-awaited Brandy & Monica tour. Finally, Brian returns for "Curiositea Part Two" , sharing his hobbies, his Drag Race Mount Rushmore , and the sweet story behind the last song he played . (Dawon is out this week, but sends his love from London! ) So, get them cups readyyyy!!   Tea Stamps: 00:00 Pop Culture Moments 01:26 Agena PAC's Brian Sims 09:52 Communitea Bulletin Board: Sam Smith 11:23 The Importance and Urgency of Voting 14:43 Identifying and Challenging Bigotry 21:46 The Role of Allies in Advocacy 25:00 Finding Hope Amidst Fatigue 29:10 Engaging White Gays in Activism 34:51 Holding Elected Officials Accountable 39:35 Changing the Narrative: Engaging Elected Officials 41:01 Better Teamwork 42:25 The Need for Aggressive Political Strategy 43:22 Fighting Back: The Role of Incumbents and Challengers 44:47 The Importance of Differentiation in Political Messaging 47:59 The Role of Social Media in Political Discourse 50:54 Social Media's Role 53:29 Interpersonal Communication: The Antidote to Misinformation 54:31 Masculinity and Identity: Backed Potato & Gollum 01:00:18 The Call to Action: Voting and Community Engagement 01:02:50 Brandy...where you going girl? 01:08:13 Curiositea: Brian Sims Part 2 01:28:30 Agenda PAC 01:30:18 Benediction 01:31:33 Personal Reflections and Future Plans  

Take a Network Break! Companies spying on…I mean, monitoring…their employees via software called WorkExaminer should be aware of a login bypass that needs to be locked down. On the news front, we opine on whether it’s worth trying to design your way around AWS outages, and speculate on the prospects of a new Ethernet switch... Read more »

Take a Network Break! Companies spying on…I mean, monitoring…their employees via software called WorkExaminer should be aware of a login bypass that needs to be locked down. On the news front, we opine on whether it’s worth trying to design your way around AWS outages, and speculate on the prospects of a new Ethernet switch... Read more »

Welcome to episode #1006 of Thinking With Mitch Joel (formerly Six Pixels of Separation). Disruption isn't always loud. It's often quiet, slow and deeply human. That's one of the lessons Scott Anthony has spent his career unpacking. As a leading voice on innovation and the managing partner emeritus at Innosight (the consultancy founded by the late Clayton Christensen), Scott has helped global companies navigate the uncertainty that comes with change. He si currently a Clinical Professor of Strategy at Dartmouth's Tuck School of Business. His latest book, Epic Disruptions – 11 Innovations That Shaped Our Modern World, reframes how we think about progress through stories that stretch from gunpowder to generative AI, showing that real innovation rarely arrives overnight (he's also written eight other books). It compounds through persistence, vision and luck. In this conversation, we explore what disruption really looks like inside organizations: the emotional toll of change, why mergers and acquisitions often fail, and how the next generation of intrapreneurs can learn from past innovators rather than repeat their mistakes. We also talk about the future of business education and how AI is rewriting the way we learn, teach, and measure knowledge (and why the classic case study model still has a role to play if it evolves with the times). Scott's perspective is grounded in humility and curiosity, shaped by years of studying leaders who dared to think differently and systems that resisted transformation. Whether you're navigating the next big pivot, building within a legacy organization, or simply trying to understand how the forces of innovation ripple through industries, this conversation offers a rare mix of strategy and soul. It's not about predicting the next big thing, it's about learning to see the patterns in change itself. Enjoy the conversation… Running time: 54:55. Hello from beautiful Montreal. Listen and subscribe over at Apple Podcasts. Listen and subscribe over at Spotify. Please visit and leave comments on the blog - Thinking With Mitch Joel. Feel free to connect to me directly on LinkedIn. Check out ThinkersOne. Here is my conversation with Scott Anthony. Disruptions – 11 Innovations That Shaped Our Modern World. Scott's other books on innovation and strategy. Dartmouth's Tuck School of Business. Follow Scott on LinkedIn. Chapters: (00:00) - Introduction to Disruptive Change. (05:03) - Navigating the Use of AI in Learning. (09:32) - The Language of Collaboration with Technology. (10:32) - Reflections on Clayton Christensen's Influence. (14:19) - The Role of Case Studies in Business Education. (18:21) - Understanding Failure in Business Contexts. (20:44) - The Complexities of Mergers and Acquisitions. (23:02) - The Challenges of Change Management. (25:21) - The Future of Work and Collaboration. (27:16) - Defining Disruption and Collaboration. (28:04) - Epic Disruptions: The Selection Process. (29:24) - The Stories Behind Disruptions. (31:01) - Lessons from Julia Child and Disruption. (34:05) - Understanding Stasis in Business. (38:37) - Why Great Companies Fail. (41:20) - The Role of Incumbents in Innovation. (43:18) - The Emergence of Intrapreneurs. (45:12) - Navigating the Great Unfreezing. (47:36) - The Long Game of Technology Adoption. (49:04) - The Four Questions of Disruption.

An all-star cast of CSM Reps running for reelection, featuring: Join us as we discuss the track record of CSM19, their relationship to CCP and to the CSM as a role, as well as get some lively discussion around game … Continue reading →

Today Eoghan McCabe and Fergal Reid of Intercom join The Cognitive Revolution to discuss building their AI customer service agent Fin, exploring how they achieved a 65% resolution rate through rigorous optimization and custom model training rather than relying on base model improvements, while pioneering outcome-based pricing at $0.99 per resolution. Shownotes brought to you by Notion AI Meeting Notes - try one month for free at: https://notion.com/lp/nathan Sponsors: Linear: Linear is the system for modern product development. Nearly every AI company you've heard of is using Linear to build products. Get 6 months of Linear Business for free at: https://linear.app/tcr AGNTCY: AGNTCY is dropping code, specs, and services. Visit AGNTCY.org. Visit Outshift Internet of Agents Claude: Claude is the AI collaborator that understands your entire workflow and thinks with you to tackle complex problems like coding and business strategy. Sign up and get 50% off your first 3 months of Claude Pro at https://claude.ai/tcr Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive PRODUCED BY: https://aipodcast.ing CHAPTERS: (00:00) About the Episode (03:43) Keeping Up With AI (09:56) Evaluating Models and Evals (13:04) Incumbents vs. Startups (18:54) Product Risk and Judgment (Part 1) (19:00) Sponsors: Linear | AGNTCY (21:34) Product Risk and Judgment (Part 2) (23:42) The Klarna Layoff Story (Part 1) (32:11) Sponsors: Claude | Shopify (36:13) The Klarna Layoff Story (Part 2) (36:14) Driving Resolution Rate (45:00) Intelligence Isn't the Bottleneck (50:10) Closing the Automation Gap (56:20) Human vs. AI Accuracy (01:01:03) The Nuance of Speed (01:04:48) Considering Paradigm Changes (01:09:31) Outcome-Based Pricing Model (01:19:12) Casual Hacking and Insights (01:26:05) AI Adoption and Ambition (01:36:00) Outro

Should the US put a price on H-1B visas, or would that block the flow of new talent? Are AI coding agents actually making teams way more productive, or is it just hype? And in the AI platform shift, will the big winners be incumbents or new AI-native startups?Erik Torenberg is joined by Box co-founder and CEO Aaron Levie, a16z board partner Steven Sinofsky, and a16z general partner Martin Casado to debate the biggest questions in tech. They unpack pricing vs lottery for H-1Bs and what we're actually optimizing for, why Box now ships a third of its code from AI, the shift from writing to reviewing code, and why bottom-up personal AI tools succeed where top-down “AI pilots” struggle. Timecodes: 0:00 Introduction1:07  Latest immigration policy and who benefits1:39  Debating the Price on H-1B Visas2:11  Startups vs. Big Tech: Who Benefits from Policy?2:31  Market Dynamics and Wage Impacts3:44  The Lottery System and Startup Challenges12:25  Labor Markets to Labor Productivity with AIs14:47  Startups Achieving 10x Productivity with AI16:43  Early Adopters, Hype, and Measuring Productivity33:50  AI's Impact on Professional and Creative Work37:56  The Rise of AI-Native Startups40:58  Platform Shifts: Startups vs. Incumbents42:12  Disruption, Incumbents, and New Opportunities53:00  The Future of Work and AI Adoption54:38  Brand Effects and Early Leaders in AI55:22  Will Incumbents or Newcomers Win the AI Race?Resources:Find Aaron on X: https://x.com/levieFind Steven on X: https://x.com/stevesiFind Martin on X: https://x.com/martin_casadoFind Erik on X: https://x.com/eriktorenberg Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What happens when a startup becomes a giant—and then has to reinvent itself all over again?In this episode, Martin Casado sits down with Raghu Raghuram (former CEO of VMware) and Jeetu Patel (President and CPO at Cisco) for a deep, tactical conversation on scaling, disruption, and navigating transformation from the inside. They share hard-won lessons from leading two of the most iconic infrastructure companies in tech—through waves like virtualization, cloud, containers, and now AI.They cover:How to keep innovation alive inside large companiesWhy the best companies operate with a founder's mindset, even without foundersThe difference between selling to buyers vs. practitionersWhy the story is the strategy, and how to tell it at scaleHow Cisco is rebuilding its startup DNA in the age of AIIf you're building or leading through a major tech wave, this episode is a playbook. Timecodes:0:00 Introduction 2:02 Weapons of Mass Disruption: Abstractions, Business Models, and Cloud  5:57 Cisco's Missed Cloud Wave & Resetting for Innovation  6:39 Operating Like a Startup: Speed, Scale, and Leadership  10:00 Go-to-Market Challenges: Fencing Off Innovation  11:04 Organic vs. Inorganic Growth: Lessons from VMware  12:04 The 10x Rule and Competing with Incumbents  14:39 Structuring for Disruption: Two-Pizza Teams and Ideal Customer Profiles  18:43 Storytelling as Strategy: Galvanizing Large Organizations  19:42 The AI Wave: Consumerization and Infrastructure Demands  25:34 Founders vs. Operators: Leading Transformations  31:47 Product-Led Organizations: From Sales to Product Focus  34:35 The Future of Infrastructure: AI, Market Size, and Vertical Integration  39:34 Timing, Market, Team, Product, Brand, and Scale  41:19 Authenticity, Opportunity, and Final Thoughts   Resources:Find Martin on X: https://x.com/martin_casadoFind Raghu on X: https://x.com/raghuraghuramFind Jeetu on X: https://x.com/jpatel41 Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.