Podcasts about moats

This week's podcast is about my visit to Tencent AI Cloud in Beijing.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.My are my 3 take-aways:Take-Away 1: Tencent Cloud is Doing “Fast-Follower with Advantages” in AI.WeChat and Tencent Cloud Are Going International Leading with Tech Services.I Expect Tencent Cloud to Be One of the World's Top 5 AI Cloud Companies. ---------I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

On this episode we talk family, faith and business.

During this episode, Santosh is joined by Jake Wieseneck, Principal at Maniv, a venture capital firm focused on mobility and transportation technologies. Jake shares insights into Maniv's investment strategy, emphasizing their focus on decarbonization and the digitization of transportation. The conversation also explores emerging trends in AI, particularly its application in verticalized industries like maintenance, freight, and manufacturing. Key discussions include the evolving Series A fundraising landscape, the importance of domain expertise in AI applications, and the potential transformation of automotive OEMs. Jake highlights the firm's approach to investing in companies with clear cost imperatives and multiple business model pathways, while also providing a bold prediction that automotive companies will become broader technology providers by the end of the decade. Don't miss this conversation! Highlights from their conversation include:Jake's Background and Path to Mobility Investing (1:09)Maniv's Investment Strategy and Industry Partnerships (3:34)Bidirectional Value with Strategic Partners (6:02)Current Market Dynamics and Exciting Trends (8:08)AI and Mobility: Investment Focus Areas (9:45)Series A Market Expectations and Guidance (11:27)Optionality and Transparency for Founders (13:23)Investor-Founder Alignment and Board Dynamics (18:22)Defensibility and Moats in AI-Driven Businesses (20:23)Distribution, Data, and Domain as Competitive Advantages (22:19)Decarbonization and Electrification Investment Approach (27:28)Bold Predictions for the Automotive Industry (30:22)Rapid Fire Segment to Closs (31:31)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/

Jeremy Barnett offers investors insight into how A.I. will affect the future workspace. He says A.I. is setting the floor for how businesses operate, from boosting efficiency to training workers on using the tech for everyday purposes. Jeremy has an optimistic outlook on A.I., arguing that automation offers new opportunities for workers and employers.======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Mushrooms, coffee, and diapers. It's not the start of weird joke, but the the innovation arc of Tero Isokauppila, one of the most uniquely disruptive founders at the convergence of bio and consumer goods. From building the $2B mushroom coffee category at Four Sigmatic to launching HIRO, the world's first fungi-based diaper, Tero's work reflects something deeper; how Austin's convergence of culture, capital, and cross-sector energy is creating the next innovation frontier.02:18 – From Farm Kid to Mushroom Category King05:45 – The Biology of Fungi as Platform Tech09:03 – Why America Is Mushroom-Illiterate10:38 – Product Before Mission: Lessons from Tesla and HIRO16:35 – CPG vs Biotech: Funding, Moats, and Returns25:57 – Why Austin Became a CPG Powerhouse31:39 – Tech and CPG: Still Separate Worlds in Austin35:41 – Frontier Cities Need Cultural + Sector Convergence1:01:15 – Manufacturing's Real Bottlenecks (and Myths)1:05:06 – “What's Next Austin?”: Ego Death, Rebirth, and Maturity Tero Isokauppila: LinkedIn, YouTubeFour SigmaticHIRO -------------------Austin Next Links: Website, X/Twitter, YouTube, LinkedInEcosystem Metacognition Substack

This week's podcast is about how Alibaba.com restructured its business and re-ignited growth in 2017-2018.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.My summary of the Alibaba Management Playbook:Diagnose the problem:What is the chief complaint?Stagnant growth? Low NPS?What is the differential diagnosis?1-Re-clarify and re-focus customer value. This includes:Customer segmentation. Who are you targeting? What are you after (revenue)? Traffic? Data?What do they most care about? Map out the process.Is what customers want changing? Tech change? PC to mobile changed what maps could do.What is the competitor offering and how you are going to take their customers?2-Launch 2-3 key strategic initiatives to increase refocused customer value.3-Improve production. Fix the big pain points of customers, staff, suppliers, etc. Requires data-driven decision making and iteration.4-Change the org structure, talent and culture. Improve production relations.Increased communication and coordination.5-Have early wins (small phased victories). Important to test the strategy and get data. And to re-enforce culture and org changes.6-Agile tactics and speed are key.You win chess with 2x the moves.Tactical brilliance and guerrilla execution.7-Build a powerful biz model or operating flywheel. Maybe access multi-growth curves.Measure OutcomesFinancial and operationalStrategic——-- I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

Amber speaks on inviting others to the great banquet table prepared for those in the kingdom as well as an update on Young Life ministry.

Retired Steelers Linebacker, Arthur Moats, talks about the Steelers trading for Jonnu Smith and the impact he could have! Moats is then joined by Steelers alumni and current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the Steelers blockbuster trade more in-depth! Afterwards, Moats finishes the show answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, talks about the Steelers trading Minkah Fitzpatrick to the Dolphins for Jalen Ramsey and Jonnu Smith! Moats is then joined by Steelers alumni and current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the Steelers blockbuster trade and the impact of it! Afterwards, Moats finishes the show answering questions from Steelers Nation!

151: What an honor to speak with Dr. Louisa Moats about the English language! She explains why it's so important to teach spelling, why English isn't as irregular as some think, the usefulness and limitation of syllable types, and how to help students who struggle with spelling. Dr. Moats is a treasure!Click here for the show notes from this episode.Get my book, Reach All Readers! Looking for printable resources that align with the science of reading? Click here to learn more about our popular and affordable membership for PreK through 3rd grade educators.Connect with Anna here! Blog Instagram Facebook Twitter (X)

This week's podcast is about how Alibaba's Amap quickly dethroned market leader Baidu Maps.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the Amap case study.My summary of the Alibaba Management Playbook:Diagnose the problem: Stagnant growth? Negative NPS? Low engagement?1-Unwavering focus on customer value. Re-clarify customer value. This includes:Customer segmentation. Who are you targeting? What are you after (revenue)? Traffic? Data (Amap)?What do they most care about? Map out the process.Is what customers want changing? Tech change? PC to mobile changed what maps could do.What is the competitor offering and how you are going to take their customers?2-Fix the Big Pain Points. Requires Data-Driven Decision Making and Iteration.3-Do cultural change and increased communication and coordination.4-Agile teams and tactics are key. Tactical brilliance and guerrilla execution.5-Have early wins.6-Build a powerful biz model or operating flywheel.--------- I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

Yvonne Bajela is Partner at LocalGlobe and Latitude. Tune in to hear her thoughts on: What value can a board bring to startups? (1:28) What is a North Star metric for startup boards, and should  they be looking for one? (5:28) How do you effectively challenge a founder as a NED? (8:58) How do boards  navigate hypergrowth, with the associated challenges? (10:47) What have been the three most challenging situations you've faced as a board member? (12:02) What have you learnt about dealing with founder breakups as a board member?? (12:54) How should boards navigate a rapid change in market dynamics, such as a pandemic or the introduction of AI? (18:26) What approach should organisations take with regard to AI? (25:20) What heuristics can you use to determine whether an AI business has a moat? (28:13) At what stage should founders build a board? (30:32) What are the moments where you've seen independent directors add transformational value? (32:42) How can founder-CEOs ensure their board is giving them a high return on investment? (36:12) What makes a good investor director? (41:05) And the ⚡ The Lightning Round ⚡ (42:54)Host: Oliver Cummings Producer: Will Felton Editor: Alex Fish Music: Kate Mac Audio: Nick Kolt Email: podcast@nurole.com Web: https://www.nurole.com/nurole-podcast-enter-the-boardroom

Retired Steelers Linebacker, Arthur Moats, talks about DeShon Elliott signing a contract extension with the Steelers and Terry Bradshaw making headlines! Afterwards, Moats finishes the show answering questions from Steelers Nation!

This week's podcast is about scale advantages. Which are different than economies of scale.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.5 Things People Get Wrong about Scale Advantages, Economies of Scale and MoatsThere are lots of absolute (not relative) scale advantage. Growth is the default business strategy.Scale advantages are bigger (and more vague) than economies of scaleScale advantages can cascadeScale disadvantages (diseconomies of scale, big company disease) are under-rated and under-measuredYou need to separate barriers from competitive advantages. And measure each specifically.I want to know 3 things:Barriers to entry against new entrants.What specific CRAS to reproduce?What is the cost, difficulty and timing to enter?Competitive advantage against rivalsWhich CAs specifically? With measurements.The incumbent or rival response---------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

Retired Steelers Linebacker, Arthur Moats, is joined in-studio by Steelers alumni & current Norfolk State University Defensive Coordinator, Terence Garvin, to discuss Aaron Rodgers impact on the Steelers , TJ Watt's contract situation, the UFL plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, is joined in-studio by Steelers alumni & current Norfolk State University Defensive Coordinator, Terence Garvin, to discuss Aaron Rodgers impact on the Steelers, TJ Watt's contract situation, the UFL plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

In this explosive episode, George Galloway dive into the global fallout surrounding Israel's actions in Gaza, with sharp insights from Prof. Seyed Marandi, Garland Nixon, and Gayatri. From Tel Aviv under fire to the collapse of the Iron Dome, we explore why critics are calling this a turning point. Topics include Trump's MAGA ties, the BRICS challenge to Western power, Germany's controversial stance, and Jordan's monarchy under scrutiny. Is the Israeli regime facing its Amalek moment? It features a hard-hitting analysis of Netanyahu, Musk, Qatar, and the regional shifts from Beirut to Yemen and North Korea.Featuring:Professor Seyed Mohammad Marandi: Professor of English Literature and Orientalism at the University of Tehran Garland Nixon: Radio Talk Show Host and Political Analyst

Join us as Pastor Josh shares God's movement as seen through Acts 11.  The gentiles now have access to Holy Spirit but bridges still need built!

Retired Steelers Linebacker, Arthur Moats, starts the show talking about Aaron Rodgers officially signing with the Steelers and practicing at Minicamp! Afterwards, Moats finishes the show talking about TJ Watt holding out and skipping all of Steelers Minicamp!

This week's podcast is about fragmented industries. And other industry structures that are overly competitive. It summarizes a lot of Michael Porter's writing on this subject.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours. -------------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

In this episode, George Galloway is live from Moscow as he unpacks Tulsi Gabbard's nuclear war warning, the UK's NATO stance on Finland, and Israel's attack on the Gaza aid flotilla. Featuring sharp insights from Pepe Escobar and Donald Courter (from Moscow) on geopolitics, Ukraine, Russia, Iran, and North Korea.We also spotlight Rima Hassan's Gaza activism, Macron's struggles in France, and Brian Wilson's Pet Sounds as a haunting cultural echo in turbulent timesPlus, George speaks with Errol Musk, father of Elon, on the back of President Trump and his sons' very public and messy breakup.Featuring:Pepe Escobar - Independent Journalist and Geopolitical AnalystDonald Courter - Award-winning Journalist, Director of 8 years before and Host of The Revolution ReportErrol Musk - South African businessman, politician, and the father of Elon Musk

The AI Wild West just got wilder — and we're riding straight into the melee.In this episode, Brian Balfour, Fareed Mosavat, and special guest Aaron White crack open the three questions every builder is secretly sweating right now: Can you actually differentiate when every launch feels like a land-grab? Is “move fast” still an edge — or just table-stakes? What happens when OpenAI, Google, and Anthropic hoover up all the context you thought was your moat? Expect hot takes on speed-as-a-moat, why Apple's “slow and perfect” playbook suddenly looks brittle, and how vertical-niche founders can still carve out 10-to-100× markets hiding in plain sight. You'll hear: The Great Land Grab – Why OpenAI's next platform move could dwarf Facebook's 2007 dev-platform blitz. Speed vs. Strategy – If “move fast” is merely table stakes, what actually sets winning teams apart? Moats in 2025 – From data loops to brand trust, which defenses still work—and which are illusions? Niche Power Plays – How vertical micro-SaaS and “taste-driven” products can survive the AI tidal wave. The Dark & Bright Futures – Privacy nightmares, device wars, and the unexpected upside for founders who master context. If you're building, investing, or just trying to keep your head above the AI tidal wave, hit play. This convo will arm you with the mindset (and the memes) you need to survive the quicksand and still grab the crown. Strap in—let's ride.

Tadhg Hickey stands in for George Galloway to unpack the brutal realities hidden behind political posturing—from Gaza to Lebanon. Leila Hatoum exposes Israel's daily violations of Lebanese sovereignty, while brave activists set sail to break the Gaza siege. Plus, a sharp look at Trump and Musk's ego clash, Greta Thunberg's bold stand, and what comes next in a post-genocide world.Featuring:Leila Hatoum - War Reporter and Editor-in-Chief at Mena UncensoredAbubaker Abed - Palestinian Journalist and Commentator

This week, we discuss Apple reversioning macOS, the steady state of private cloud, and Snowflake's acquisition of CrunchyData. Plus, the eternal quest for a 5-star Uber rating. Watch the YouTube Live Recording of Episode (https://youtube.com/live/2_81_RK24u0?feature=share) 522 (https://youtube.com/live/2_81_RK24u0?feature=share) Runner-up Titles Saudi crypto money You know what humans like? Buses I think we need 10 stars Snow lion Maslow's hierarchy of enterprise needs The Alexandria datacenter for French Telecom Always be cobbling (https://www.youtube.com/watch?v=J_vSirIJEsY) 20-plus years of Internetting Rundown Apple is reportedly going to rename all of its operating systems (https://www.theverge.com/news/675945/apple-operating-systems-new-name-year-ios-macos) Private Cloud Still a lot - private cloud check-in, Spring 2025 (https://newsletter.cote.io/p/still-a-lot-private-cloud-check-in) Private cloud still matters—but it doesn't matter most (https://www.infoworld.com/article/3999740/private-cloud-still-matters-but-it-doesnt-matter-most.html) Re: Still a lot of private cloud, numbers of cloud repatriation (higher than I thought) (https://newsletter.cote.io/p/re-still-a-lot-of-private-cloud-numbers?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbc49b775-41bb-4e71-807b-e6a892885c7f_1920x1080.png&open=false) Cloud Repatriation is Getting Complicated (https://www.lastweekinaws.com/blog/cloud-repatriation-is-getting-complicated/?ck_subscriber_id=512840665&utm_source=convertkit&utm_medium=email&utm_campaign=[Last%20Week%20in%20AWS%20Extras]:%20Cloud%20Repatriation%20is%20Getting%20Complicated%20-%2017787123) Snowflake to Buy Crunchy Data for $250 Million (https://www.wsj.com/articles/snowflake-to-buy-crunchy-data-for-250-million-233543ab?mod=Searchresults_pos1&page=1) The AI browser wars are about to begin (https://www.platformer.news/ai-web-browsers-openai-perplexity-opera/?ref=platformer-newsletter&attribution_id=6838e4d00b5b820001b1eff6&attribution_type=post) An Interview with Cursor Co-Founder and CEO Michael Truell About Coding With AI (https://stratechery.com/2025/an-interview-with-cursor-co-founder-and-ceo-michael-truell-about-coding-with-ai/) After Klarna, Zoom's CEO also uses an AI avatar on quarterly call (https://techcrunch.com/2025/05/22/after-klarna-zooms-ceo-also-uses-an-ai-avatar-on-quarterly-call/) The OpenAI board drama is reportedly turning into a movie (https://techcrunch.com/2025/06/03/the-openai-board-drama-is-reportedly-turning-into-a-movie/) Lonny Ross (https://www.imdb.com/name/nm0743622/?ref_=tt_cst_t_14) from 30 Rock Relevant to your Interests Exclusive: Meta splits AI team to move faster (https://www.axios.com/2025/05/27/meta-ai-restructure-2025-agi-llama?utm_source=superhuman&utm_medium=newsletter&utm_campaign=claude-gets-voice-mode&_bhlid=03c16bf9c459c21bcde136b3b7ddcda9c76bf8da) The Monster-Slaying Game You Can Play Almost Anywhere (https://www.nytimes.com/2025/05/21/arts/play-doom-ports.html?unlocked_article_code=1.KU8.W3qp.3oxjIeBU4gMc) DOGE Days (https://sahillavingia.com/doge) Thanks to AI, Gen Z is replacing pitch decks with pitchforks (https://thehustle.co/news/thanks-to-ai-gen-z-is-replacing-pitch-decks-with-pitch-forks) Mark Zuckerberg says Meta AI has 1 billion monthly active users (https://www.cnbc.com/2025/05/28/zuckerberg-meta-ai-one-billion-monthly-users.html?utm_source=tldrai) The Future of Comments is Lies, I Guess (https://aphyr.com/posts/388-the-future-of-comments-is-lies-i-guess) Walmart Enters the Cloud Wars and Challenges Microsoft, Salesforce, Oracle, and SAP (https://cloudwars.com/cloud/walmart-enters-the-cloud-wars-and-challenges-microsoft-salesforce-oracle-and-sap/) It's Waymo's World. We're All Just Riding in It. (https://www.wsj.com/tech/waymo-cars-self-driving-robotaxi-tesla-uber-0777f570?st=uDVyF2&reflink=desktopwebshare_permalink) Exclusive | Meta Aims to Fully Automate Ad Creation Using AI (https://www.wsj.com/tech/ai/meta-aims-to-fully-automate-ad-creation-using-ai-7d82e249) Space Forge raises $30M Series A to make chip materials in space (https://techcrunch.com/2025/05/31/space-forge-raises-30m-series-a-to-make-chip-materials-in-space/) AI company files for bankruptcy after being exposed as 700 Indian engineers (https://www.dexerto.com/entertainment/ai-company-files-for-bankruptcy-after-being-exposed-as-700-human-engineers-3208136/) Clouded Judgement 5.30.25 - Moats in the Age of AI (https://cloudedjudgement.substack.com/p/clouded-judgement-53025-moats-in?utm_source=post-email-title&publication_id=56878&post_id=164602647&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email) Reddit Sues Anthropic, Alleges Unauthorized Use of Site's Data (https://www.wsj.com/tech/ai/reddit-lawsuit-anthropic-ai-3b9624dd?mod=tech_lead_pos1) Ciroos.AI Emerges From Stealth, Raises $21M To Scale Agentic AI Tool For Operations Teams (https://www.crn.com/news/networking/2025/ciroos-ai-emerges-from-stealth-raises-21m-to-scale-agentic-ai-tool-for-operations-teams) IBM Said to Have Pursued Informatica Ahead of Salesforce Deal (https://www.bloomberg.com/news/articles/2025-06-05/ibm-said-to-have-pursued-informatica-ahead-of-salesforce-deal?srnd=phx-deals) Gemini will now automatically summarize your long emails unless you opt out (https://techcrunch.com/2025/05/30/gemini-will-now-automatically-summarize-your-long-emails-unless-you-opt-out/) Nonsense WeatherStar 4000+ (https://weatherstar.netbymatt.com/?hazards-checkbox=true¤t-weather-checkbox=true&latest-observations-checkbox=true&hourly-checkbox=true&hourly-graph-checkbox=true&travel-checkbox=true®ional-forecast-checkbox=true&local-forecast-checkbox=true&extended-forecast-checkbox=true&almanac-checkbox=true&spc-outlook-checkbox=true&settings-wide-checkbox=false&settings-kiosk-checkbox=false&settings-scanLines-checkbox=true&settings-speed-select=1.00&settings-units-select=us&latLonQuery=78759%2C+Austin%2C+TX%2C+USA&latLon=%7B%22lat%22%3A30.4036%2C%22lon%22%3A-97.7519%7D) Conferences SREDay Cologne, June 12th, 2025 (https://sreday.com/2025-cologne-q2/#tickets) - Coté speaking, discount: CLG10, 10% off. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Snapware Pyrex 18-piece Glass Food Storage Set (https://www.costco.com/snapware-pyrex-18-piece-glass-food-storage-set.product.100358145.html) Matt: Rick Rubin: Vibe Coding is the Punk Rock of Software (https://a16z.simplecast.com/episodes/rick-rubin-vibe-coding-is-the-punk-rock-of-software-9QhxjZpI) (A16Z podcast) Photo Credits Header (https://unsplash.com/photos/man-driving-vehicle-with-gps-system-turned-on-kARZuSYMfrA)

Eric Vishria is a General Partner at Benchmark Capital.Our conversation goes inside the new class of startups going zero to $100 million ARR in 12 months, the ways AI is changing company building, and how Eric and Benchmark make new investments.We get into the risk rewards of Series As today, how Benchmark competes to work with founders, and and why the best storytellers win.We also talk about parallels between the 90's, 2000's, and today, and how the archetype of successful founders has changed in the age of AI.Thanks to Spenser Skates, Sajith Wickramasekara, Bobby DeSimone, and Semil Shah for help brainstorming topics for Eric!Special thanks to this episode's sponsors:Bolt: Help them break a world record for the largest hackathon - up to $1m in prizes. Sign-up here. Numeral: The end-to-end platform for sales tax and compliance. Try it here.Timestamps:(5:17) What gets Eric excited about a new investment(7:48) Backing learning machines(12:34) Backing Cerebras at inception(16:20) Why the best storytellers win(21:17) How Eric works with founders(26:38) Companies going zero to $100m in 12 months(31:09) Revenue quality of AI products(32:41) Moats and business models in AI(38:41) AI margins and runway(41:14) Parallels between winners of the 90's and today(44:54) Archetypes of the best AI founders(50:43) SaaS companies successfully pivoting to AI(53:43) LLMs are most comparable to transistors in the 1950s(56:19) Ways Eric uses AI personally(58:05) How VC has changed over the past decade(1:01:40) VC is a hustler's business(1:03:20) Backing extraordinary companies is all that matters(1:09:36) What makes Benchmark unique(1:17:03) How Benchmark makes investment decisions(1:18:38) Skipping senior year of high school(1:20:21) Working with Ben Horowitz and Marc Andreessen ‘00-'08(1:24:42) Starting RockMelt, selling to Yahoo(1:26:28) Joining Benchmark in 2014(1:28:08) Investing in Confluent one month later(1:28:50) Lessons from Spenser at Amplitude(1:29:36) Fireworks AI's hyper growth(1:30:49) Pricing in AI changing from tokens to outcomes(1:32:23) Ways Eric's perception of VCs changed after becoming one(1:34:07) How to build a management team(1:38:21 )The best CEOs make new mistakes(1:39:50) Why there should be more public companies(1:44:03) “Even great companies can be overvalued”ReferencedBenchmarkCerebrasBenchlingBen Thompson + Mark Zuckerberg InterviewConfluentAmplitudeFireworks AIAndy Price at Artisinal TalentFollow EricX / TwitterLinkedInFollow TurnerX/ TwitterLinkedInSubscribe to my newsletter to get every episode + the transcript in your inbox every week

The geopolitical chaos is unspooling across the globe—from D.C. to Gaza, from Westminster to The Hague. Did Donald Trump secretly greenlight a Biden-era U.S. satellite-guided strike on Russian forces? Why is Keir Starmer talking tough on Russia while UK streets are still run by gangs? Has Western support for Israel's war effort finally hit a breaking point?Frontline insight from Dr. Alsakka on the catastrophic conditions in Al-Shifa hospital, the toll on children, and the role of drone warfare in Gaza's humanitarian collapse.Ex-UN weapons inspector Scott Ritter joins the conversation on Trump, Gaza, Piers Morgan's media pivot, and whether NATO and CIA narratives are laying the groundwork for global sedition.Featuring:Dr Mo Alsakka - Accident and Emergency Consultant, Specialising in pre-hospital emergency care in Gaza.Scott Ritter - Former UN Weapons Inspector and Marine Corps Intelligence Officer, Author and Political Analyst.

Retired Steelers Linebacker, Arthur Moats, starts the show talking about the Steelers having trade interest in Dolphins TE Jonnu Smith & Saquon Barkley being named the Madden 26 cover athlete! Moats is then joined by Steelers alumni & current Norfolk State University Defensive Coordinator, Terence Garvin, to discuss the Steelers trade interest in Jonnu Smith, Aaron Rodgers, Madden 26 plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

Moats v. Natl Crdt Un Admin Bd

Varun Mohan is the CEO and Co-Founder of Windsurf, the leading AI-native IDE, which has over a million users and generates over 50% of all committed software across thousands of companies. Prior to Windsurf, Varun graduated with a Master's in Computer Science from MIT and led a team at Nuro focused on large-scale deep learning infrastructure for autonomous vehicles. Today's Agenda: [00:00] The $3B Startup That Only Happend on the Third Pivot [05:12] When to Give Up vs When To Stick at It [08:55] “Never Fall in Love With Your Idea” — Here's Why [10:38] What Founders Get Wrong About Being First [13:52] What Would Windsurf Do If They Had Unlimited Resources [16:45] Will Lovable and Bolt Ultimately Compete with Windsurf and Cursor [19:25] The Product Development Rule That Breaks All Startup Rules [21:20] The Cold Truth About Moats in the AI Era [24:30] The OpenAI Question You're Not Supposed to Ask [32:50] Who Actually Counts as an Engineer in 5 Years? [35:10] Will Product Managers Even Exist in 2030? [37:30] Async Agents Are Coming—But Most Will Fail.. Why? [41:00] The Truth About Agent-Only Workflows [44:20] The One Area of Engineering That AI Will Eat Next [46:12] What Cursor Got Right (That Windsurf Didn't) [47:55] Are LLM APIs Already Commoditized? [50:30] Why Anthropic Won't Win by Default [52:10] Should Model Companies Own the App Layer? [58:05] What Does Varun Want to be Remembered For?    

This week's podcast is about my visits to Tencent. Which is becoming much more about AI.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.My 3 take-aways:WeChat Has Way More Functions That I Knew. They Have 26 Years of Experience Messengers.Tencent Is “All In” on Yuanbao, Hunyuan LLM and AI Cloud.Merchant and Enterprise Services Are Expanding and Upgrading. Think Microsoft meets OpenAI.--------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

All the way to Armageddon. The rising global tensions that could change everything. Ukraine has launched a massive drone assault and destroyed key bridges, hitting Russian nuclear bombers in a move that's reportedly backed by Trump-aligned figures. We ask the uncomfortable question: What would the U.S. do if the roles were reversed?Meanwhile, France is reeling from a series of mysterious letter bomb attacks, raising questions about growing instability under Macron's leadership. In the UK, chaos erupts in Liverpool, and we unpack what happened beyond the headlines.Ukraine blows bridges and launches a massive drone attack. Joining us live from the heart of the action, investigative journalist Chay Bowes charts Russia's response to the Ukrainian strikes. His warning is clear: it's about to get ugly—ready the jets. Also in this episode, Jim Ferguson examines the political fault lines running through Europe, from Farage and Starmer to Le Pen and the WEF.Featuring:Chey Boews: Irish Businessperson, Journalist, and Internet personalityJim Ferguson: Businessman and Founder of Freedom Train International

So you wanna hike the Moats!  Mike and Nick go over all the details of this awesome 52 with a view hike.  Routes: Moat Mountain Traverse South Moat Out and Back North Moat  

Retired Steelers Linebacker, Arthur Moats, starts the show talking about the Steelers starting phase 2 of OTAs and Steelers Super Bowl Champion QB, Terry Bradshaw's, comments on Aaron Rodgers! Afterwards, Moats finishes the show answering questions from Steelers Nation!

Macron's catching more than just criticism—he's getting clocked, metaphorically and literally. Meanwhile, Germany's looking like it might make history again… for all the wrong reasons. And if Ukraine's borders are feeling shaky, it's because they are.We break down Trump's warning to Netanyahu, the latest missile drama, and Macron's ongoing battle—not just with global politics, but with his own domestic reality (and maybe even his wife).Piers Morgan makes a splash of his own as he ditches the narrative and swims for safety—are those media water wings or just good PR? Plus, a no-holds-barred look at the crumbling attempt to rehab Zionism in the public eye.Featuring:Nima Tavallaey Roodsari: Football Journalist and Pundit & Co-host of the Italian Football PodcastNiko House: Political Commentator and Founder of MCSC Network

MI5 claims three male models were Russian agents — sweetie, espionage just got hotter. Keir Starmer faces mounting pressure in #ArsonGate as his position becomes increasingly untenable. Iran warns that any Israeli attack will be met with a decisive response, signaling a regional flashpoint with devastating consequences.We break down Piers Morgan's astonishing 180° turn, expose the rise of #Shills4Netanyahu, and explore why Bono—yes, that Bono—calls for Netanyahu's resignation. From the digital trauma of Gaza's suffering, described as a "holocaust on your phone", to the geopolitical chessboard where Iran emerges as a missile superpower, we're covering it all.Featuring:Professor Seyed Marandi - Professor of English Literature and Orientalism, University of TehranTadhg Hickey - Irish Polemicist, Comedian, Writer, and Filmmaker

This week's podcast is about learning and adaptation as a core capability. Which is becoming much more important with AI.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.6 Levels of Rate of Learning and Adaptation.Tactics: Such as marketing, inventory and assortment, store layout, pricing, churnCustomer retention, customer segmentation and other more complicated questions.Adapting current products and services. Such as personalization. New products and services. And technologies.Internal processes.Business models.4 Rate of Learning and Adaptation Capabilities:Signal CapabilityExperimentation CapabilityOrganization CapabilitySystem Capability--------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show

Retired Steelers Linebacker, Arthur Moats, starts the show talking about the NFL approving players to play Flag Football in the 2028 Olympics along with the "Tush Push" ban proposal! Moats is then joined by Steelers alumni & current Norfolk State University Defensive Coordinator, Terence Garvin, to discuss the NFL players being approved to play in the Olympics, potential changes to the Onside Kick, Raiders Rookie RB Ashton Jeanty plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

What does it mean to be a “day one partner” for founders—and how does that change in an era of AI-driven acceleration?On this episode of The Data Minute, Peter sits down with Ed Sim, founding partner of Boldstart Ventures and the voice behind “What's Hot

What if the “AI revolution” is actually… stuck in the messy middle? In this episode, Benedict Evans returns to tackle the big question we left hanging a year ago: Is AI a true paradigm shift, or just another tech platform shift like mobile or cloud? One year later, the answer is more complicated — and more revealing — than anyone expected.Benedict pulls back the curtain on why, despite all the hype and model upgrades, the core LLMs are starting to look like commodities. We dig into the real battlegrounds: distribution, brand, and the race to build sticky applications. Why is ChatGPT still topping the App Store charts while Perplexity and Claude barely register outside Silicon Valley? Why did OpenAI just hire a CEO of Applications, and what does that signal about the future of AI products?We go deep on the “probabilistic” nature of LLMs, why error rates are still the elephant in the room, the future of consumer AI (is there a killer app beyond chatbots and image generators?), the impact of generative content on e-commerce and advertising, and whether “AI agents” are the next big thing — or just another overhyped demo.And, we ask: What happened to AI doomerism? Why did the existential risk debate suddenly vanish, and what risks should we actually care about?Benedict EvansLinkedIn - https://www.linkedin.com/in/benedictevansThreads - https://www.threads.net/@benedictevansFIRSTMARKWebsite - https://firstmark.comX/Twitter - https://twitter.com/FirstMarkCapMatt Turck (Managing Director)LinkedIn - https://www.linkedin.com/in/turck/X/Twitter - https://twitter.com/mattturck(00:00) Intro (01:47) Is AI a Platform Shift or a Paradigm Shift? (07:21) Error Rates and Trust in AI (15:07) Adapting to AI's Capabilities (19:18) Generational Shifts in AI Usage (22:10) The Commoditization of AI Models (27:02) Are Brand and Distribution the Real Moats in AI? (29:38) OpenAI: Research Lab or Application Company? (33:26) Big Tech's AI Strategies: Apple, Google, Meta, AWS (39:00) AI and Search: Is ChatGPT a Search Engine? (42:41) Consumer AI Apps: Where's the Breakout? (45:51) The Need for a GUI for AI (48:38) Generative AI in Social and Content (51:02) The Business Model of AI: Ads, Memory, and Moats (55:26) Enterprise AI: SaaS, Pilots, and Adoption (01:00:08) The Future of AI in Business (01:05:11) Infinite Content, Infinite SKUs: AI and E-commerce (01:09:42) Doomerism, Risks, and the Future of AI

Send us a textThe world has gone bunking mad. The bespoke security industry is burying bunkers stocked with arsenals of automatic rifles and surrounded by flaming moats. Is there a better way to prepare for the polycrisis, the zombie apocalypse, or whatever hard times are on the horizon? Jason, Rob, and Asher have some fun at the expense of the bunker builders before examining the positive aspects of peasanthood and stressing the need to build community.Originally recorded on 5/5/25.Warning: This podcast occasionally uses spicy language.Sources/Links/Notes:Coralie Kraft, "The 'Panic Industry' Boom," New York Times Magazine, April 10, 2025.The SAFE company offers "bespoke, fortified residences" and other silly signs of our times. Aaron Gell, "'All of his guns will do nothing for him': lefty preppers are taking a different approach to doomsday," The Guardian, April 17, 2025.Will Petersen, "Nuggets star Nikola Jokic is again living a good life back in Serbia," Denver Sports, June 20, 2023.Related Episodes of Crazy Town:Episode 73. How Longtermism Became the Most Dangerous Philosophy You've Never Heard ofEpisode 34. Fear of Death and Climate Denial, or… the Story of Wolverine and the Screaming Mole of DoomEpisode 100. A Temporary Techno Stunt: Tom Murphy on Falling out of Love with ModernitySupport the show

In this explosive episode of MOATS, George Galloway delivers in-depth analysis and unfiltered commentary on the biggest global news stories, political controversies, and media narratives dominating headlines."You wait for years, then three Ukrainian male models stroll along! Another male model tripped on the Starmer catwalk"George Galloway dives into the heart of Middle East tensions — from the Israel-Gaza war and Israeli military operations in Jenin, to Farage's incendiary rhetoric and David Lammy's foreign policy stance. We explore the UK's military role via the RAF, rising threats of conflict with Iran, and the growing diplomatic divisions within the EU.Piers Morgan, Israel's useful, sponsored idiot.Activist and artist Lowkey joins us for a powerful segment dissecting Western media bias on Palestine. We expose the influence of Rupert Murdoch, the BBC's institutional framing, and the roles of pro-Israel lobbying groups like UK Lawyers for Israel (UKLFI) and intelligence units like Unit 8200. Expect sharp insights into how narratives around Gaza, Palestine, and resistance movements are strategically shaped.Former U.S. Army Colonel Douglas Macgregor breaks down the shifting geopolitics of the Middle East and Eastern Europe — analyzing the Israel-Iran conflict, Syria and Turkey's evolving positions under Erdoğan, and contrasting Biden's foreign policy with Donald Trump's America First doctrine. He also provides a candid assessment of Ukraine's battlefield realities and the future of NATO-Russia relations.If you're tired of corporate news spin and looking for hard-hitting, independent analysis on the most important global issues, this episode is for you.Featuring:

Retired Steelers Linebacker, Arthur Moats, starts the show talking about the Steelers having interest in Saints WR Chris Olave and an update on Aaron Rodgers timeline! Moats is then joined by Steelers alumni & current Norfolk State University Defensive Coordinator, Terence Garvin, to discuss the Steelers interest in Chris Olave, Aaron Rodgers, the UFL plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

News; the iconic Říp Hill was once a lava lake, researchers have revealed; the future Via Silva Nortica: the cycle route from Vysočina through southern Bohemia and on to Melk in Austria; will bears disappear entirely from Czech castles?; former Slovak President Kiska speaks out on Fico, Orbán, Babiš and the EU.

Retired Steelers Linebacker, Arthur Moats, starts the show talking about the Steelers schedule release! Moats is then joined by Steelers alumni & current Norfolk State University Defensive Coordinator, Terence Garvin, to discuss the Steelers upcoming schedule, the headlines surrounding the NFL plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!

This week's podcast is about Huawei's AI strategy. Specifically it's "Cloud for AI" approach to hardware and infrastructure.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.—–I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show

Retired Steelers Linebacker, Arthur Moats, talks about the Steelers Rookie Minicamp and who stoodout! Moats then talks about Aaron Rodgers following Derek Carr retiring from the NFL and the confidence level the Steelers have in Calvin Austin III & Roman Wilson in 2025! Afterwards, Moats finishes the show talking about a potential UFL rule that the NFL could adopt and answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, starts the show talking about the Steelers trading George Pickens to the Dallas Cowboys! Arthur then calls Tyler Candelaria to get his thoughts on the GP trade! Next, Moats is then joined by Steelers alumni & current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the major GP trade! Afterwards, Moats finishes the show answering questions from Steelers Nation!

Retired Steelers Linebacker, Arthur Moats, continues to talk about the Steelers newest additions following the draft! Arthur then is joined by Dominic Ferro to talk the Steelers Draft class plus more! After that, Moats is then joined by Steelers alumni and current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss his thoughts on the Steelers undrafted free agent signings, Robert Woods signing plus more! Moats then finishes the show answering questions from Steelers Nation!

Scott Wu is the co-founder and CEO of Cognition, the company behind Devin—the world's first autonomous AI software engineer. Unlike other AI coding tools, Devin works like an autonomous engineer that you can interact with through Slack, Linear, and GitHub, just like with a remote engineer. With Scott's background in competitive programming and a previous AI-powered startup, Lunchclub, teaching AI to code has become his ultimate passion.What you'll learn:1. How a team of “Devins” are already producing 25% of Cognition's pull requests, and they are on track to hit 50% by year's end2. How each engineer on Cognition's 15-person engineering team works with about five Devins each3. How Devin has evolved from a “high school CS student” to a “junior engineer” over the past year4. Why engineering will shift from “bricklayers” to “architects”5. Why AI tools will lead to more engineering jobs rather than fewer6. How Devin creates its own wiki to understand and document complex codebases7. The eight pivots Cognition went through before landing on their current approach8. The cultural shifts required to successfully adopt AI engineers—Brought to you by:Enterpret—Transform customer feedback into product growthParagon—Ship every SaaS integration your customers wantAttio—The powerful, flexible CRM for fast-growing startups—Where to find Scott Wu:• X: https://x.com/scottwu46• LinkedIn: https://www.linkedin.com/in/scott-wu-8b94ab96/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Scott Wu and Devin(09:13) Scaling and future prospects(10:23) Devin's origin story(17:26) The idea of Devin as a person(22:19) How a team of “Devins” are already producing 25% of Cognition's pull requests(25:17) Important skills in the AI era(30:21) How Cognition's engineering team works with Devin's(34:37) Live demo(42:20) Devin's codebase integration(44:50) Automation with Linear(46:53) What Devin does best(52:56) The future of AI in software engineering(57:13) Moats and stickiness in AI(01:01:57) The tech that enables Devin(01:04:14) AI will be the biggest technology shift of our lives(01:07:25) Adopting Devin in your company(01:15:13) Startup wisdom and hiring practices(01:22:32) Lightning round and final thoughts—Referenced:• Devin: https://devin.ai/• GitHub: https://github.com/• Linear: https://linear.app/• Waymo: https://waymo.com/• GitHub Copilot: https://github.com/features/copilot• Cursor: https://www.cursor.com/• Anysphere: https://anysphere.inc/• Bolt: https://bolt.new/• StackBlitz: https://stackblitz.com/• Cognition: https://cognition.ai/• v0: https://v0.dev/• Vercel: https://vercel.com/• Everyone's an engineer now: Inside v0's mission to create a hundred million builders | Guillermo Rauch (founder and CEO of Vercel, creators of v0 and Next.js): https://www.lennysnewsletter.com/p/everyones-an-engineer-now-guillermo-rauch• Inside Bolt: From near-death to ~$40m ARR in 5 months—one of the fastest-growing products in history | Eric Simons (founder and CEO of StackBlitz): https://www.lennysnewsletter.com/p/inside-bolt-eric-simons• Assembly: https://en.wikipedia.org/wiki/Assembly_language• Pascal: https://en.wikipedia.org/wiki/Pascal_(programming_language)• Python: https://www.python.org/• Jevons paradox: https://en.wikipedia.org/wiki/Jevons_paradox• Datadog: https://www.datadoghq.com/• Bending the universe in your favor | Claire Vo (LaunchDarkly, Color, Optimizely, ChatPRD): https://www.lennysnewsletter.com/p/bending-the-universe-in-your-favor• OpenAI's CPO on how AI changes must-have skills, moats, coding, startup playbooks, more | Kevin Weil (CPO at OpenAI, ex-Instagram, Twitter): https://www.lennysnewsletter.com/p/kevin-weil-open-ai• Behind the product: Replit | Amjad Masad (co-founder and CEO): https://www.lennysnewsletter.com/p/behind-the-product-replit-amjad-masad• Windsurf: https://windsurf.com/• COBOL: https://en.wikipedia.org/wiki/COBOL• Fortran: https://en.wikipedia.org/wiki/Fortran• Magic the Gathering: https://magic.wizards.com/en• Aura frames: https://auraframes.com/• AirPods: https://www.apple.com/airpods/• Steven Hao on LinkedIn: https://www.linkedin.com/in/steven-hao-160b9638/• Walden Yan on LinkedIn: https://www.linkedin.com/in/waldenyan/—Recommended books:• How to Win Friends & Influence People: https://www.amazon.com/How-Win-Friends-Influence-People/dp/0671027034• The Power Law: Venture Capital and the Making of the New Future: https://www.amazon.com/Power-Law-Venture-Capital-Making/dp/052555999X• The Great Gatsby: https://www.amazon.com/Great-Gatsby-F-Scott-Fitzgerald/dp/0743273567—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. Get full access to Lenny's Newsletter at www.lennysnewsletter.com/subscribe

Retired Steelers Linebacker, Arthur Moats, starts the show recapping the Steelers Draft! Moats is then joined by Steelers alumni & current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the Steelers Draft, some of the headlines surrounding the NFL Draft, Aaron Rodgers plus more! Afterwards, Moats finishes the show answering questions from Steelers Nation!