Podcasts about MongoDB

If you've ever been to PyCon, you know one of the best parts of the expo hall is Startup Row, a stretch of booths where early-stage companies built on Python show off what they're creating. But only attendees get to walk that lane, so let's bring it to everyone. In this episode, we stroll down Startup Row together. We kick things off with the organizers, Jason and Shay, who share the program's origin story going back to Paul Graham and the PSF, plus some surprising stats, including two unicorns among the alumni. Then we meet five startups: Tetrix, bringing AI to institutional investing in private markets. Arcjet, security that lives inside your app as an SDK. Phemeral.dev, serverless hosting built for Python web apps. CapiscIO, an identity and authority layer for AI agents. And Pixeltable, a multimodal database from Marcel Kornacker, co-creator of Apache Parquet. See if you can spot the theme running through them all. Let's go for a walk. Episode sponsors AgentField AI Talk Python Courses Links from the show Guests Naunidh Bhalla: linkedin.com Grant Gittes: linkedin.com Marcel Kornacker: linkedin.com Beon de Nood: linkedin.com Chinmaya Joshi: linkedin.com David Mytton: linkedin.com Shea Tate-Di Donna: linkedin.com Jason Rowley: linkedin.com Azul Garza: github.com Renée Rosillo: linkedin.com Tetrix: tetrix.co Tetrix Jobs: tetrix.co Arcjet: arcjet.com Pixeltable: pixeltable.com Phemeral.dev: phemeral.dev CapiscIO: capisc.io Episode #551 deep-dive: talkpython.fm/551 Episode transcripts: talkpython.fm Theme Song: Developer Rap

Consumption pricing and AI adoption are forcing revenue teams to prove value faster, with less room to hide behind contracts, pilots, or broad technical promises. Seong Park, Senior Vice President of Customer Support and Services at Cursor, joins John Kaplan and John McMahon to examine how customer success has become a consultative, technical, and commercial function in modern go-to-market. The conversation explores why post-sale execution is now central to retention, how teams need to embed into customer workflows, what finance scrutiny means for consumption models, and why the fundamentals of pain, champions, outcomes, and evidence still matter in a market moving at unusual speed. Seong Park is the Senior Vice President of Customer Support and Services at Cursor. His background spans pre-sales, customer success, and go-to-market leadership across companies including MongoDB, ThoughtSpot, and now Cursor. Connect with Seong: LinkedIn Key takeaways from this episode:  00:00 – Seong Park's perspective on how pre-sales, open source SaaS, and customer success shaped his view of enterprise go-to-market. 02:26 – Why consumption models force revenue teams to re-earn the customer's business through usage and realized value. 08:00 – The value realization test every revenue leader should care about: what happens if the solution gets unplugged. 11:04 – Why workflow depth quietly becomes a moat in enterprise accounts. 18:04 – Why the real selling often starts after the customer signs. 23:50 – A look inside where Cursor is finding technical go-to-market talent, and what it takes to build that talent into customer-facing operators. 34:38 – Why finance scrutiny quietly changes the standard of proof for AI investments. 52:00 – The three things post-sale teams need to understand before value delivery can begin. Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

You wake up, brew the coffee, open GitHub, and there it is. Another pull request on your open source project. Thirteen thousand lines added. No issue filed first. No discussion. Just "here, please review this for me." Over the past year, GitHub activity has spiked roughly twelve times in a few short months, and a huge chunk of that signal is landing on the same small group of maintainers who were already stretched thin. The curl bug bounty got buried under AI-generated noise. Jazzband, the home of Django classics like pip-tools and the Django debug toolbar, hit what its maintainer called an "apocalypse" and started sunsetting. Even CPython just shipped fresh guidelines on AI-assisted contributions this week. So what does all of this actually look like from the receiving end of the pull request? On this episode, Paolo Melchiorre joins us to tell that story from inside the maintainer's chair. Paolo is a director of the Django Software Foundation, an organizer of PyCon Italy, a Django Girls coach, and he has spent the past year carefully collecting examples of how AI is reshaping open source contributions. The good, the bad, and the extra fingers. We dig into his PyCon US talk on AI-assisted contributions and maintainer load, why AI is best understood as an amplifier rather than a new kind of contributor, the wildly different policies across 86 open source foundations, whether projects banning AI today are reacting to last year's models. Episode sponsors AgentField AI Talk Python Courses Links from the show Guest Paolo Melchiorre: github.com DSF: www.djangoproject.com djangonaut-space: djangonaut.space PyCon Italia: 2026.pycon.it uDjango: github.com My PyCon US 2026 post: www.paulox.net AI-Assisted Contributions and Maintainer Load: www.paulox.net Senior Engineer Tries Vibe Coding: www.youtube.com Code Rabbit AI PR Reviews: www.coderabbit.ai GitHub Usage Graphs: github.blog Update on CPython's AI Policies: fosstodon.org High-Quality Chaos from Curl: daniel.haxx.se The Generative AI Policy Landscape in Open Source: redmonk.com Watch this episode on YouTube: youtube.com Episode #550 deep-dive: talkpython.fm/550 Episode transcripts: talkpython.fm Theme Song: Developer Rap

Dell shares surge, driven by demand for its Nvidia powered servers, plus a new government contract. It comes after the President said to “Go out and buy a Dell” last month. Then the latest test for software, the CEO of MongoDB after reporting results. And Altimeter Capital Partner Pauline Yang, leading the latest Anthropic funding round, now valued at nearly a trillion dollars. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets are still red-hot with the AI trade taking investors by storm, says Kevin Green. He points to Dell Technologies (DELL) and its monstrous earnings beat as the latest sign that tech's here to stay, as shares rally over 30% in overnight trading. KG then touches on the software space with Okta Inc.'s (OKTA) earnings beat and MongoDB's (MDB) "flash crash" followed by a reversal rally. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über die Rüstungs-Rallye, die Anthropic-Ansage und eine perfekte Transformations-Wette. Außerdem geht es um Alphabet, Amazon, Super Micro Computer, MongoDB, Okta, NetApp, Autodesk, Elastic, SentinelOne, Rheinmetall, Hensoldt, Renk, TKMS, Leonardo, Thales, Eli Lilly, CVS Health, Dollar Tree, Best Buy, Nvidia, Nebius, Meta Platforms, CoreWeave, Bloom Energy, SanDisk, Broadcom, AMD, Oracle, Micron, VanEck Semiconductor UCITS ETF (WKN: A2QC5J), Schaeffler, Spire, Hexagon, Vanguard FTSE All-World ETF (WKN: A2PKXG). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Hier geht's zum Kreditangebot von Scalable Capital. Dollar Tree, Best Buy und Kohl's überraschen Analysten. Ferrari verteidigt E-Auto. US-Drohnen-Hype treibt Unusual Machines 60% hoch. Rheinmetall top im DAX. Google-Mitarbeiter betrügt bei Polymarket. Dell boomt. MongoDB auch. Zoom (WKN: A2PGJ2) hält 1,3 Mrd. $ an Anthropic. Bald könnte der Anteil 3 Mrd. $ wert sein. Ohne Cash und Beteiligung wird das operative Geschäft nur mit dem 15-fachem vom operativen Gewinn bewertet. Ein aktivistischer Investor fordert Verdopplung. AWS-Margen steigen auf 38%. Der Grund: Amazon Bedrock. 125.000 Kunden nutzen das KI-Tool. Operative Marge der Sparte laut SemiAnalysis bei fast 60%. Amazon (WKN: 906866) profitiert doppelt von Anthropic. Diesen Podcast vom 29.05.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Enterprise sales breaks down when teams confuse activity with progress, champions with coaches, or product interest with business urgency. Stuart Gwynn, a top-performing enterprise seller at MongoDB, joins John Kaplan and John McMahon to unpack what separates disciplined enterprise execution from deal chasing. Drawing from his path from SDR at Pure Storage to closing the largest deal in MongoDB history, Stuart explains why discovery is the foundation of value-based selling, how to test whether a champion will actually sell internally, and why large deals require multiple stakeholders, rigorous qualification, and a team operating around a shared account vision. He also shares how elite individual contributors lead without formal management titles, where AI is already changing buyer expectations, and why process only works when it is paired with judgment. Stuart Gwynn is an enterprise sales leader at MongoDB who has exceeded goal every year since joining the company in 2019. Before MongoDB, he spent seven years at Pure Storage, rising from SDR to named account rep and finishing as one of the company's top performers before moving into strategic enterprise selling. Connect with Stuart: LinkedIn Episodes mentioned: The Discipline Behind Scaling from PLG to Enterprise with Sahir Azam Why Sales Execution Wins in an AI-First World with Brian McCarthy, President of Global Revenue and Field Operations at Cursor Key takeaways from this episode: 00:00 – What it really takes to combine a rigorous value framework with the human judgment required to scale enterprise selling. 02:42 – Why discovery becomes the moment where real pain, executive relevance, and budget-worthy outcomes either surface or disappear. 07:59 – What leaders often overlook about the trust required before customers will quantify the true cost of a problem. 11:28 – Why champion identification quietly determines whether a deal has internal momentum or only surface-level support. 21:35 – The mistake many sellers make when pipeline pressure pushes them toward activity instead of disciplined qualification. 18:50 – A look inside the preparation habits that help enterprise teams align before high-stakes customer conversations. 56:25 – Why many leaders get top-talent management wrong by applying the same operating rhythm to every rep. Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über die Snowflake-Wende, Metas Abo-Plan und neue deutsche Space-Fantasie. Außerdem geht es um Zscaler, Cloudflare, Snowflake, Amazon, Salesforce, Meta, Alphabet, Schaeffler, Spire Global, Manchester United, PDD, Alibaba, JD.com, Uber, Delivery Hero, Prosus, Just Eat Takeaway, Costco, UiPath, SentinelOne, Dell, Okta, MongoDB, Asana, Autodesk, Gap, Dollar Tree, Deutsche Bank, UBS, Zurich Insurance, AIA Group, BOC Hong Kong Holdings, DBS, Oversea-Chinese Banking, United Overseas Bank, Samsung, SK Hynix, Nvidia, Microsoft, TSMC, JPMorgan Chase, Micron, Amundi DJ Switzerland Titans 30 (WKN: ETF198), UBS MSCI Hong Kong (WKN: A14MGG), Xtrackers MSCI Singapore (WKN: DBX0KG). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Your documentation has two audiences now - humans reading the rendered HTML, and AI agents trying to make sense of your library. Rich Iannone and Michael Chow from Posit are back on Talk Python with a brand new Python documentation tool called Great Docs that takes both seriously. Rich is the creator of Great Tables, and before that the R package GT, the man has a serious eye for design, and he's pointed that energy at the Python docs ecosystem. We'll talk about how Great Docs spins up a polished site in three commands, why every page ships as Markdown for your favorite LLM, how it leans on Quarto for executable code blocks and tabbed install sections, and where it lands against Sphinx, MkDocs, and Zensical. Plus, you'll meet Tablin. Here we go. Episode sponsors Sentry Error Monitoring, Code talkpython26 Temporal Talk Python Courses Links from the show Guests Michael Chow: github.com Rich lannone: github.com Python Web Security with OWASP Top 10 and Agentic AI Course: talkpython.fm Great Docs: posit-dev.github.io/great-docs Great Tables: posit-dev.github.io GT Episode: talkpython.fm Sphinx: www.sphinx-doc.org mkdocs: www.mkdocs.org Zensical: zensical.org Hugo: gohugo.io Ghost: ghost.org Rs pkgdown: pkgdown.r-lib.org Quarto: quarto.org quickstart: posit-dev.github.io llms.txt file: llmstxt.org llms.txt: talkpython.fm mcp: talkpython.fm cli: talkpython.fm Watch this episode on YouTube: youtube.com Episode #549 deep-dive: talkpython.fm/549 Episode transcripts: talkpython.fm Theme Song: Developer Rap

Today's episode features Sahir Azam, Partner at Index Ventures and former Chief Product Officer at MongoDB, where he helped scale Atlas into a multi-billion-dollar platform. This conversation breaks down what actually separates top enterprise sellers, from intellectual curiosity to resource orchestration, and why those traits alone aren't enough without leadership building the right operating model around them. Sahir also explains how sales leaders create scale through enablement, accountability, and structured engagement, not just hiring more talent. For leaders trying to build repeatability in complex sales, this is a clear look at what it takes. Sahir Azam is a Partner at Index Ventures investing in AI infrastructure, and former Chief Product Officer at MongoDB where he led the Atlas transformation into a multi-billion-dollar platform. He brings a rare operator's perspective on building go-to-market discipline, scaling sales culture, and navigating the product-distribution balance that separates winners from founders who fail. Connect with Sahir: Index Ventures LinkedIn Get the Force Management framework for navigating product-go-to-market fit and building the sales discipline that separates scaling companies from those that fail: The Predictable Revenue Framework: Guide for Leaders Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

In the latest episode of Executive Function, Brett sits down with Graham Moreno, Head of GTM at Parallel Web Systems. Before Parallel, Graham scaled Windsurf's GTM organization from three sellers to seventy-five in under a year, served as President through the Cognition acquisition, and earlier built and led enterprise sales teams at Grafana Labs and MongoDB. In this conversation, he unpacks why the AI-era backlash against structured enterprise sales misreads the data, how to design a process that raises the floor for ordinary reps without capping the ceiling for stars, and why selling to AI-native customers compresses an eight-week cycle into five business days. In today's episode, we discuss: Why in-person enterprise rollouts still beat product-led motions Building a robust sales process that still leaves room for unscripted moments Why the three highest-leverage early sales hires aren't sellers at all The case for outsized commission accelerators for star sellers — and the kind of person they attract Why most AI companies are skipping the in-person sales work that enterprise customers actually want References: Ahead: https://www.ahead.com Amazon: https://www.amazon.com Anthropic: https://www.anthropic.com Attio: https://www.attio.com Augment Code: https://www.augmentcode.com/ Cognition: https://cognition.ai Cursor: https://cursor.com Dani McCabe: https://www.linkedin.com/in/danielle-mccabe/ Datadog: https://www.datadoghq.com GitHub Copilot: https://github.com/features/copilot HubSpot: https://www.hubspot.com Jeremy Powers: https://www.linkedin.com/in/jeremypowers/ JPMorgan: https://www.jpmorgan.com Matt McClernan: https://www.linkedin.com/in/mattmcclernan/ MongoDB: https://www.mongodb.com Nicole Rettinger: https://www.linkedin.com/in/nicole-rettinger-23b20465/ Notion: https://www.notion.com OpenAI: https://openai.com Parag Agrawal: https://www.linkedin.com/in/paragagr/ Parallel: https://parallel.ai Snowflake: https://www.snowflake.com University of Chicago: https://www.uchicago.edu Windsurf: https://windsurf.com Where to find Graham: LinkedIn: https://www.linkedin.com/in/grahammoreno/ Where to find Brett: LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ Twitter/X: https://twitter.com/brettberson Where to find First Round Capital: Website: https://firstround.com/ First Round Review: https://review.firstround.com/ Twitter/X: https://twitter.com/firstround YouTube: https://www.youtube.com/@FirstRoundCapital This podcast on all platforms: https://review.firstround.com/podcast Timestamps: 00:00 Introduction 00:32 Has the sales playbook changed in the AI era? 02:13 Why "showing up" beats letting the marketplace decide 06:50 Why great salespeople sell to engineers and executives in one motion 11:37 Selling to AI-native buyers who grew up on ChatGPT 13:49 Same seller, different tempo: 8 weeks vs. 8 business days 15:57 How AI-native buyers handle build vs. buy decisions 17:48 The rep who taught a champion's son guitar over Zoom 19:03 Raising the floor without capping the ceiling 22:09 Why too much process narrows the kind of seller you attract 25:46 The three pillars of GTM excellence 31:00 Building peers who are 80% aligned, not 100% 38:03 Whether AI is changing what good enablement looks like 41:35 Selling against direct and implied competitors at once 42:45 Instrumenting the funnel from stage zero to close 45:57 Why post-sales should always roll up to the revenue leader 48:19 The case for outsized commissions 52:02 The 96 hours of panic before Cognition acquired Windsurf 53:04 How far out should a GTM leader be planning? 57:53 What a normal week looks like in hypergrowth

Join Dan Vega and DaShaun Carter for the latest updates from the Spring Ecosystem. In this episode, Dan and DaShaun break down the recently announced shift of the May release train from May 11-22 to June 1-5, and what that means for your upgrade planning across the Spring portfolio. They also dig into what is shaping up in Spring Boot 4.1, including Spring gRPC support, Log4j file rotation strategies, OpenTelemetry enhancements, OAuth2 resource server improvements, MongoDB support for Spring Batch, and AMQP 1.0. You can participate in our live stream to ask questions or catch the replay on your preferred podcast platform.Show NotesMay Release Train Shift Blog PostSpring Boot 4.1 Release Notes

What are the limitations of using a file-based agent workflow? Why do massive context windows tend to collapse? This week on the show, Mikiko Bazeley from MongoDB joins us to discuss agentic architecture and context engineering.

In this episode of the Shift AI Podcast, Pete Johnson, Field CTO of AI at MongoDB, joins host Boaz Ashkenazy for a wide-ranging conversation on where AI agents are actually delivering ROI — and what still needs to happen before enterprises can trust them with customers.Pete shares his origin story as a self-taught programmer who got his start on a TRS-80 in 1981, traces how MongoDB was born into a world of cloud, mobile, and internet that relational databases were never designed for, and explains why vector search sits at the intersection of MongoDB's document model and modern AI use cases.The conversation digs into Pete's "Customer Agent AI World Tour," where he has met with enterprises in over a dozen cities and heard a consistent message: production-grade agents are real, ROI is measurable, but the deployments are employee-facing and human in the loop. Pete explains the three things blocking the jump to customer-facing agents at scale, governance, observability, and evaluations, and why that challenge mirrors the early days of HTTPS standards for e-commerce.Boaz and Pete also explore the growing conversation around sovereign AI and on-prem inference, why Apple's edge device ecosystem may be the quiet wildcard in the infrastructure debate, and how MongoDB's Atlas platform lets organizations deploy data across 125-plus hyperscaler data centers worldwide.The episode closes with a forward-looking discussion on the future of software engineering, Werner Vogels' five skills for tomorrow's engineer, and why Pete's two-word forecast for the future of work is "not doomsday" — backed by a compelling contrast between the bank teller and the tollbooth worker as a framework for thinking about automation and job transformation.This episode is essential listening for enterprise leaders, developers, and anyone thinking seriously about where agentic AI is today versus where it is headed.Chapters[00:00] From Intellivision to TRS-80: Pete's Tech Origin Story[03:13] What MongoDB Is and Why the Document Model Matters[06:23] Joining MongoDB and the Vector Search Opportunity[07:50] What Pete Is Hearing on His AI World Tour[09:06] Why Fortune 500s Start with Employee-Facing Agents[11:11] Security, Governance, and the Three Big Blockers to Customer-Facing AI[14:29] How Software Engineering Is the Canary in the Coal Mine[16:56] Sovereign AI, On-Prem Inference, and the Cost of Tokens[20:14] The Apple Edge Device Wildcard[21:19] How MongoDB's Atlas Platform Fits a Hybrid Cloud World[23:21] Using AI Agents Is Programming in English[25:50] Werner Vogels on the Five Skills Every Engineer Will Need[27:17] The Future in Two Words: Not Doomsday[28:08] Bank Tellers vs. Tollbooth Workers: Why Most Jobs Will Level UpConnect with Pete JohnsonLinkedIn: https://www.linkedin.com/in/petecj2/Connect with Boaz AshkenazyLinkedIn: https://www.linkedin.com/in/boazashkenazy/Email: info@shiftai.fm

25. That's the number of consecutive Presidents Clubs Lucy Williams-Jones has qualified for. Across some of the greatest companies in our industry, BMC, MongoDB, Datadog and now Astronomer, Lucy has built one of the most consistent and decorated careers in enterprise sales. In this episode, Andy Whyte sits down with Lucy to unpack what separates a lucky career from a legendary one. From the impact of AI on modern selling to the growing complexity of buying committees, Economic Buyer engagement and what it really takes to build a champion, this is a masterclass in consistency. You'll learn: ✅ Why AI is making salespeople lazy and what the best sellers do differently ✅ How buying committees have grown from 1-2 people to 10-15 and what that means for how you sell ✅ Why your Economic Buyer should be your champion and how to get there early ✅ The traits that separate A Players from the rest ✅ How to use MEDDPICC as a personal framework, even when job hunting ✅ Why you can't build a champion on WhatsApp 

What if your database worked more like Git? Every change captured as an immutable event you can replay, instead of a single mutating row that quietly forgets its own history. That's event sourcing, and Chris May is back on Talk Python, fresh off our Datastar panel, to walk us through what it actually looks like in Python. We'll cover the core patterns, the libraries to reach for, when not to use it, and why event sourcing turns out to be a surprisingly good fit for AI-assisted coding. Episode sponsors Sentry Error Monitoring, Code talkpython26 Temporal Talk Python Courses Links from the show Guest Chris May: everydaysuperpowers.dev Intro to event sourcing e-book: everydaysuperpowers.gumroad.com Domain-Driven Design: The Power of CQRS and Event Sourcing: How CQRS/ES Redefine Building Scalable System: ricofritzsche.me DDD: www.amazon.com Understanding Eventsourcing (Martin Dilger): www.amazon.com Event Sourcing Explained using Football Video: www.youtube.com Why I finally embraced event sourcing and why you should too article: everydaysuperpowers.dev valkey: valkey.io diskcache: talkpython.fm eventsourcing package: github.com eventsourcing docs: eventsourcing.readthedocs.io John Bywater: github.com Datastar: data-star.dev Microconf: microconf.com Event Modeling & Event Sourcing Podcast: podcast.eventmodeling.org Python Package Guides for AI Agents: github.com Iodine tablets AI joke: x.com KurrentDb: www.kurrent.io Watch this episode on YouTube: youtube.com Episode #548 deep-dive: talkpython.fm/548 Episode transcripts: talkpython.fm Theme Song: Developer Rap

When OpenAI trained GPT-3, they didn't roll their own orchestration layer. They used Ray, an open source Python framework born out of the same Berkeley research lab lineage that gave us Apache Spark. And here's the twist: Ray was originally built for reinforcement learning research, then quietly faded as RL hit a wall. Until ChatGPT showed up. Suddenly reinforcement learning was back, as the post-training step that turns a raw language model into something genuinely useful. Edward Oakes and Richard Liaw, two founding engineers behind Ray and Anyscale, join me on Talk Python to tell that story. We'll trace Ray from its RISE Lab origins at UC Berkeley to powering some of the largest training runs in the world. We'll talk about what Ray actually is, a distributed execution engine for AI workloads, and how a few lines of Python become work running across hundreds of GPUs. We'll cover Ray Data for multimodal pipelines, the dashboard, the VS Code remote debugger, KubRay for Kubernetes, and where Ray fits alongside Dask, multiprocessing, and asyncio. If you've ever stared at a single-machine Python script and thought, "there has to be a better way to scale this", this one's for you Episode sponsors Sentry Error Monitoring, Code talkpython26 AgentField AI Talk Python Courses Links from the show Guests Richard Liaw: github.com Edward Oakes: github.com Ray: www.ray.io Example code (we used for walk-through): docs.ray.io Getting Started with Ray: docs.ray.io Ray Libraries: docs.ray.io kuberay: github.com Watch this episode on YouTube: youtube.com Episode #547 deep-dive: talkpython.fm/547 Episode transcripts: talkpython.fm Theme Song: Developer Rap

If you have any sort of connection to former congressman Barney Frank, please reach out to Graham!Graham Neray is CEO of Oso. Oso provides authorization, governance, and security for AI agents to help customers confidently control their agent footprint. The company was founded in 2019 for authorization-as-a-service more generally, and they have since found traction using their technology to secure AI adoption. The team has raised from some of the top investors in the world including Sequoia, Felicis, and Harpoon. Before Oso, Graham was at MongoDB where he started in product marketing before taking over as Chief of Staff in 2016. Over 7 years he helped the company grow revenue 250x and headcount 30x. In the episode we discuss the transformation of MongoDB over his tenure, the lessons that transferred (and the ones that didn't), the evolution of Oso, controversial takes on building in stealth and creating an open-core company, and a lot more.  https://www.osohq.com/

AI is shifting from model development to real-world usage, exposing a new bottleneck that most sales teams are not prepared to understand or sell against. As inference speed, memory bandwidth, and infrastructure become the true differentiators, traditional software playbooks begin to break down. Alex Varel joins John Kaplan and John McMahon to unpack what it takes to sell in this new environment, where technical depth, curiosity, and adaptability are no longer optional. The conversation explores how AI is reshaping productivity, why ICPs must evolve weekly, and how elite sellers distinguish themselves by orchestrating value across increasingly complex buying groups. Alex Varel is EVP of Worldwide Sales at Cerebras Systems, where he leads global go-to-market efforts at the forefront of AI infrastructure. He has built and scaled high-performing teams across MongoDB, Zscaler, and Multiverse, driving growth through IPO, hyper-scale expansion, and emerging technology shifts. Connect with Alex: LinkedIn Resources mentioned: "The Power of Myth" by Joseph Campbell "AI Superpowers" by Kai-Fu Lee “Leonardo da Vinci” by Walter Isaacson "No Country for Old Men" by Cormac McCarthy "The Road" by Cormac McCarthy “The Founders: The Story of Paypal and the Entrepreneurs Who Shaped Silicon Valley” by Jimmy Soni Key takeaways from this episode: 00:00 – A look inside what it really takes to rethink computing architecture when speed, not scale, becomes the constraint 13:09 – Why many leaders underestimate how the shift from training to inference is redefining where competitive advantage actually lives 25:27 – The mistake many CROs make when applying legacy software playbooks to markets that require constant recalibration 21:33 – What it really takes to turn AI from a concept into a daily productivity multiplier inside a revenue organization 31:34 – Why most sales organizations quietly accept a broken productivity model and what changes when that assumption is challenged 34:26 – A look inside the evolving role of the AE as a multi-dimensional operator across technical, business, and interpersonal domains 49:41 – Why treating ICP as a static exercise leads to missed growth opportunities in markets that are shifting in real time Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

The cloud is convenient until it isn't. You upload your photos, sync your contacts, click through the cookie banners. Then prices go up again or you read about a family that lost their entire Google account over a medical photo sent to a doctor. At some point, the question shifts from "why would I run this myself?" to "why aren't I?" My guest this week is Alex Kretzschmar, head of DevRel at Tailscale, longtime host of the Self-Hosted podcast, and co-founder of Linuxserver.io. We cover what self-hosting really means in 2026, the apps worth running yourself like Immich and Home Assistant, why Docker Compose ties it all together, and how Tailscale lets you reach any of it from anywhere, without opening a single port. If you've been thinking about pulling your digital life back behind your own walls, this is your roadmap. Episode sponsors Temporal Talk Python Courses Links from the show Guest Alex Kretzschmar: alex.ktz.me Bitflip podcast: bitflip.show Self-Hosted podcast (Alex's previous show): selfhosted.show Perfect Media Server: perfectmediaserver.com KTZ Systems on YouTube: youtube.com/@ktzsystems Linuxserver.io (co-founded by Alex): linuxserver.io "How Tailscale Works" blog post: tailscale.com/blog/how-tailscale-works https://tailscale.com/: tailscale.com Self-hosted apps discussed Awesome Self-Hosted (GitHub list): github.com Immich (Google Photos alternative): immich.app Home Assistant: home-assistant.io Open Home Foundation: openhomefoundation.org Plausible Analytics: plausible.io Umami Analytics: umami.is Python integration for umami: pypi.org Pi-hole: pi-hole.net AdGuard Home: adguard.com NextDNS: nextdns.io Coolify: coolify.io Docker + ufw: docs.docker.com Storage, backup & filesystem OpenZFS: openzfs.org ZFS.rent (offsite ZFS replication): zfs.rent Backblaze: backblaze.com Hetzner Storage Box: hetzner.com DigitalOcean: digitalocean.com Secrets management mentioned OpenBao (open-source Vault fork): openbao.org HashiCorp Vault: hashicorp.com Bitwarden: bitwarden.com 1Password: 1password.com Hardware mentioned Proxmox VE: proxmox.com Minisforum MS01: minisforum.com Zima Board / Zima OS: zimaspace.com Other references Cory Doctorow on "enshittification" (Cory's blog where he coined the term): pluralistic.net Linus Tech Tips' WAN Show (Linus mentioned NAS-building going mainstream): linustechtips.com Watch this episode on YouTube: youtube.com Episode #546 deep-dive: talkpython.fm/546 Episode transcripts: talkpython.fm Theme Song: Developer Rap

Today, we check in a year after the first Unsupervised Learning x Latent Space Crossover special to discuss everything that has changed (there is a lot) in the world of AI. This episode was recorded just after AIE Europe, but before the Cursor-xAI deal.Unsupervised Learning is a podcast that interviews the sharpest minds in AI about what's real today, what will be real in the future and what it means for businesses and the world - helping builders, researchers and founders deconstruct and understand the biggest breakthroughs.Thanks to Jacob and the UL production team for hosting and editing this!Jacob Effron* LinkedIn: https://www.linkedin.com/in/jacobeffron/* X: https://x.com/jacobeffronFull Episode on Their YouTubeWe discuss:* swyx's view from the center of the AI engineering zeitgeist: OpenClaw, harness engineering, context engineering, evals, observability, GPUs, multimodality, and why conference tracks now reveal what matters most in AI* Whether AI infrastructure has finally stabilized: why “skills” may be the minimal viable packaging format for agents, why infra companies have had to reinvent themselves every year, and why application companies have had an easier time surviving model volatility* The vertical vs. horizontal AI startup debate: why application companies can act as the outsourced AI team for enterprises, why some horizontal companies still matter, and why sandboxes may be the clearest reinvention of classic cloud infrastructure for the AI era* The “agent lab” playbook: starting with frontier models, specializing for your domain, then training your own models once you have enough data, workload, and user behavior to justify the cost and latency savings* Why domain-specific model training is real, not just marketing: how companies like Cursor and Cognition can get users to choose their in-house models, and why search, domain specialization, and distillation are becoming more important* Open models, custom chips, and alternative inference infrastructure: why swyx has turned more bullish on open source, why non-NVIDIA hardware is suddenly getting real attention, and why every 10x speedup can unlock new product experiences* What it means to sell to agents instead of humans: why agent experience may mostly just be good developer experience by another name, why APIs and docs matter more than ever, and how pretraining-data incumbents are compounding advantages in an agent-first world* Why memory and personalization may become the next big wedge: today's models mostly reward frequency of mentions, but in the future, swyx expects product choice to be shaped much more by personalized memory systems* The state of the AI coding wars: why coding has become one of the largest and fastest-growing categories in AI, how Anthropic, OpenAI, Cursor, and Cognition have all ridden the wave, and why the category may still have more room to run* Capability exploration vs. efficiency: why the industry is still in a token-maxing, experiment-heavy phase where people are rewarded for spending more rather than less* Claude Code vs. Codex and the strange stickiness of coding products: why first magical product experiences may matter more than expected, and why the bigger mystery may be why only a few names have emerged as real winners so far* What the end state of the coding market might look like: two major players, a longer tail of niche products, and possible disruption if Microsoft, Mistral, xAI, or the Chinese labs push harder into coding* Where application companies still have room against the labs: why frontier labs are trying to expand into verticals like finance and healthcare, but still leave space for focused companies that own the workflow and the last mile* Why coding may be a preview of every other AI market: the first category to truly go parabolic, the clearest example of foundation model companies colliding with application companies, and a template for how future vertical AI markets may develop* Why AI valuations now feel unbounded: from billion-dollar ARR products built in a year to trillion-dollar market caps, swyx and Jacob unpack how the AI market has broken traditional startup intuitions about scale and durability* Consumer AI vs. coding AI: why ChatGPT's consumer category may have plateaued on frequency and product design, while coding continues to feel like a daily-use category with real momentum* The next product frontier beyond coding: consumer agents, computer use, and “coding agents breaking containment,” with swyx's thesis that 2025 was the year of coding agents and 2026 may be the year they begin to do everything else* Whether foundation models are really killing startup categories: why swyx is less worried for early founders, more worried for mid-size startups and traditional SaaS, and why building something ambitious may now be the best job interview for a frontier lab* AI vs. SaaS and the internal culture war around adoption: the tension between AI-native employees who want to rip out expensive software and skeptics who think quick AI-built replacements create fragile systems* Why traditional SaaS may be under real pressure: swyx's own experience spending six figures on event and sponsor management software, the temptation to rebuild it cheaply with AI, and the broader question of whether teams will trust custom AI-native replacements* Biosafety, security, and frontier model access: why swyx raised biosafety at a dinner with Anthropic's Mike Krieger, why Krieger argued security is the bigger issue, and what restricted model releases reveal about Anthropic vs. OpenAI* The era of giant models: why 10T+ parameter systems may only be a temporary rationing phase before bigger clusters arrive, why labs may increasingly keep their most powerful models private for distillation, and why scale alone no longer feels like a complete answer* Memory as the slowest scaling factor in AI: why context windows have improved far more slowly than people hoped, why million-token context still has not changed most real workflows, and why memory may be the key bottleneck for the next generation of systems* What swyx changed his mind on in the past year: becoming more bullish on open models, more convinced that the top tier of agent startups behaves very differently from the median AI company, and more optimistic about fine-tuning and specialized model adaptation* “Dark factories” and zero-human-review coding: the next frontier after zero human-written code, where models not only write the code but ship it without human review, forcing companies to rethink testing and verification from first principles* Why RL and post-training may matter more than people assumed: even if the resulting models get thrown out every few months, the data, workflows, and domain-specific improvements persist* Synthetic rubrics, Doctor GRPO, and multi-turn RL: why reinforcement learning is becoming much more domain-specific and multi-step than many people realize, opening the door to much deeper customization* The next frontier after coding: memory, personalization, and world models, including why swyx thinks world models matter not just for robotics or gaming, but for giving AI something closer to lived understanding* Fei-Fei Li, spatial intelligence, and the Good Will Hunting analogy: the idea that today's LLMs may know everything by reading it all, but still lack the lived experience that turns knowledge into a deeper kind of intelligenceTimestamps* 00:00:00 Intro preview: AI coding wars, startup pressure, and market structure* 00:00:28 Welcome to the Latent Space × Unsupervised Learning crossover* 00:01:17 What AI builders are focused on now: OpenClaw, harnesses, and infra* 00:04:33 Why AI infra is harder than apps, and where startups can still win* 00:06:39 Should companies train their own models?* 00:09:28 Open models, custom chips, and the new inference race* 00:11:25 Designing products for agents, not just humans* 00:16:49 The state of the AI coding wars in 2026* 00:19:27 Capability exploration, token-maxing, and why coding is going parabolic* 00:21:41 What the end state of the coding market could look like* 00:23:50 Where app companies still have room against the labs* 00:27:02 Why AI valuations and market swings feel unprecedented* 00:28:56 Consumer AI vs. coding AI, and why sticky products still matter* 00:32:28 What the next breakthrough product experience might be* 00:32:53 2026 thesis: coding agents break containment and eat the world* 00:35:27 Are foundation models wiping out startup categories?* 00:37:33 AI vs. SaaS, vibe coding, and internal team tensions* 00:40:01 Biosafety, security, and the politics of restricted model releases* 00:42:19 Giant models, compute constraints, and the limits of scale* 00:44:30 Memory as the real bottleneck in AI* 00:44:57 Why swyx changed his mind on open models* 00:47:44 Dark factories and the future of zero-human-review coding* 00:49:36 Why post-training and RL may matter more than people think* 00:51:50 Memory, world models, and the next frontier of intelligence* 00:53:54 The Good Will Hunting analogy for LLMs* 00:54:21 OutroTranscript[00:00:00] swyx: Isn't that crazy? That number is just mind boggling.[00:00:03] Jacob Effron: What is the state of the AI coding wars today?[00:00:05] swyx: We're in a phase of sort of like capability exploration. The general thesis that I have been pursuing now is that the same way that 2025 was a year coding agents 2026 is coding agents breaking containments to do everything else.[00:00:16] Jacob Effron: Do you worry about the foundation models just getting into a bunch of these startup categories?[00:00:21] swyx: Mid-size startups. Yes.[00:00:23] Jacob Effron: What do you think the end state of this market is[00:00:25] swyx: for the market structure to, to significantly change? There would be[00:00:28] Jacob Effron: today on unsupervised learning. We had a, a fun episode and what's really become an annual tradition, a crossover episode with our friends at Latent space.Swix and I sat down and we talked about everything happening in the AI ecosystem today. What we thought of the various changes at the model layer, what's happening in the infra world, the coding wars, and a bunch of other things. It's a ton of fun to do this with someone I really respect and another great podcaster in the game.Without further ado, here's our episode. Well switch. This is, uh, super fun to be back with another unsupervised learning, uh, latent space crossover episode.[00:01:02] swyx: Yeah,[00:01:02] Jacob Effron: I feel like a lot of places we could start, but you know, one thing I always find fascinating, uh, about the way you spend your time is you obviously are like at the epicenter of this engineering movement and community, and you run these events and conferences and put on these.Awesome talks and, and I think just have a great pulse on the zeitgeist of what's going on.[00:01:16] swyx: Yeah.[00:01:17] Jacob Effron: Maybe to, to start just what are the biggest topics people are thinking about right now?[00:01:21] swyx: Yeah, so I just came back from London, uh, where we did a IE Europe and we're doing roughly one per quarter now, which Yeah, you've[00:01:27] Jacob Effron: really up[00:01:27] swyx: the, hopefully[00:01:28] Jacob Effron: up the, up the pace.[00:01:29] swyx: It's trying. We're trying to match AI speed, youknow?[00:01:30] Jacob Effron: Yeah, exactly. The tops would be completely different, I imagine. Uh,[00:01:33] swyx: yeah. You know, I definitely curate the tracks, like you can see what I think. When you see the track list and the, the speakers that I invite, obviously Open Claw is like the story of the last four or five months, and then be, be just below that.I would consider harness engineering, context engineering to be two related topics in agents and rag. And then there's a long tail of Evergreen stuff like evals, observability, GPUs, uh, and uh, LM infra and just general, just in general. We also have other updates on like multimodality and, uh, generative media, let's call it.Um, but I definitely, the, the first three that I mentioned are top of mind people. Yeah.[00:02:13] Jacob Effron: I think harness is particular like, so interesting. Um, you know, there was this tweet from Harrison Chase, the, the lane chain, CEO, that, that caught my eye recently where he said, you know, it finally feels like we have stability, uh, around the infrastructure for, uh, you know, around ai.And I think what. He basically was implying his like, look over the past two, three years as a company at the epicenter of AI infrastructure, it was a bit like playing whack-a-mole, right? You were constantly moving around with, however, the building patterns were evolving[00:02:36] swyx: for Harrison for sure. Right? Like he's basically had to reinvent the company every year since he started Lang Chain.Right? It was Lang chain, Ang graph and LP agents and like, uh, I think he's like one of the most nimble, adept sharp people about this. Yeah. Yeah.[00:02:49] Jacob Effron: Saying now, now is finally the time stability[00:02:51] swyx: this. Yeah.[00:02:52] Jacob Effron: Yeah. Um, do you buy that or what have you kind of make of that take?[00:02:56] swyx: I think that. It, it's very expensive to say this Time is different sometimes, but when you're just writing code, like it's actually okay to just like try to make a call and I think it may not even matter if this call is right or not.Like I just don't even care that much because you can be right on a thesis, but if you don't, you don't figure out how to monetize the thesis, then who cares if you said something first that said, um, it does feel like, for example. Uh, we went through a lot of different ways of passion packaging integrations up with, uh, with agents.And it feels like we've landed at skills, which is like the minimal viable format. Yeah. Which is just a markdown file, uh, with some scripts attached to it, and I don't see how it can be more simple than that. And so there is some justification for. The stability around harnesses. I feel like there may be more adaptation with regards to maybe like the real time elements or subagents or memory or any of those like agent disciplines, let's call it in, in agent engineering.Uh, but if, if the thesis is that, okay, you just want agents are LMS with tools in the loop with a file system, what they can do. Retrieval with, with skills and all these like standard tooling that now seems to be relatively consensus then probably. That makes sense. Um, I just think like there's no point trying to stake your reputation on this thesis that we're there because if it changes again, just change with it.It's fine.[00:04:33] Jacob Effron: Yeah. It's always, you know, I've always been struck by how that is. Much more challenging for infrastructure companies and application companies. Like obviously I think, yeah. You know, on the application side you've seen, you know, Brett Taylor from Sierra Max, from Lara. Like, they're like, look, we build, you know, what's ahead of the models and we're willing to throw everything out every three months, you know, as the models get better and better.Exactly. Yeah. But the thing you at least have there is you have. Uh, you have an end customer, right? That's like decently sticky. Um, you know, they will mostly stick, you know, they'll, they'll give you a shot at least of, of building these things. What I've always found more challenging, uh, at, at the kind of like, you know, reinvent yourself every three months of the infrastructure layer, it's like, you know, developers are definitely a, a pickier audience maybe than an accounting firm or, uh, you know, a bank.Yeah. And so it's definitely a, a, a more challenging position to be in to, to have to constantly reinvent yourself.[00:05:17] swyx: Yeah. Yeah. Yeah. And, and like when they turn, it's like. Very complete. Like, they'll leave to like the, the hot new thing, uh, because there's like no defensibility, I guess. Like e even, even if you are a database, like, uh, people can migrate workloads off databases.Like it's, it's a, it's a known thing. Uh, so I think like basically what we're talking about is the vertical versus horizontal, uh, debate in, in AI startups. And uh, the way I think about it also is just that like when you are. Um, Lara, when you are a bridge, like you are the outsource AI team, right? You, you are, your job is to apply whatever state ofthe art AI methods.[00:05:55] Jacob Effron: Yeah. Like this translation layer between model capabilities and your[00:05:57] swyx: own customers. Yeah. To, to the end customers and like, well, if they didn't have you, they would've to hire in house and they're not gonna hire in house so they have you. And like, I think that's like a reasonable, like very robust to any whatever trends and, and discoveries that people make in, in the engineering layer.I do think like there is, um. It like sort of useful horizontal companies being built, but they're all. Very much like, sort of like the reinventions of classic cloud in the AI era and the, the primary one being sandboxes. Yeah. Um, which like, it's another form of compute guys, like, let's not get too excited about it.But I mean, like the, the workloads are enormous.[00:06:38] Jacob Effron: Right.[00:06:38] swyx: Yeah.[00:06:39] Jacob Effron: It's interesting, and I feel like as, as part of this, you know, the questions that folks are asking around infrastructure, there's a lot around, you know, the extent to which companies should have their own AI teams and what they should be doing in-house.And, you know, uh, I think there's questions around should people be training their own models? Should people be doing, you know, rl, uh, in-house based on the data they have? I feel like, you know, one has to evolve their takes on this every, every three months with paces. But where, where are you at on this today?[00:07:00] swyx: I think, well, I mean actually all models have gone up. Um, and obviously I'm involved in cognition and also cursors doing, doing, uh, a lot of own model training. And I think that that is some part of the, what I've been calling the agent lab playbook, where you start off with the state of the art models from, uh, from the big labs and you, uh, specialize for your domain.But once you have enough workload and enough high quality data from your users, then you can obviously train your own models and like save a lot on cost and latency and all that, all that good stuff. Um, you also get like a marketing bonus of like calling it some fancy name and putting out some research[00:07:38] Jacob Effron: from my seat.I can't tell how much of it is like actual, you know, value that's provided to the end user. And how much of it is that marketing bonus? Right. It seems some combination of the[00:07:45] swyx: I think it's both.[00:07:46] Jacob Effron: Yeah.[00:07:46] swyx: Um, no, no. There, there actually is real value. Um, and you, you know that for a number of reasons. Like one, even when it's not subsidized, people do choose it as like one of the top four or five.This is both composer two and, uh, suite 1.6 I one of the top five models. Like in a, in a fair market? In a free market, yeah. In a, in a, in a model switch. Or people do choose it and like, it's not subsidized. Like, so that's as good as it gets. Uh, but beyond that, like domain specific models, for example. For search with, with both, which both companies have absolutely makes, makes a ton of sense.Everyone says like, yeah, we should always, always do this. And honestly like, I think the infrastructure for that is becoming easier with, um, like thinking machines tinker thing as well as primary like, uh, lab stuff. Yeah, I mean like, this is one of those like reversal of the, the bitter lesson where you first bootstrap on the large models and the general purpose models to get big.And as you get very well-defined workloads that are just high quantity but not high variance, um, then you just distill down to a smaller model and run that on your own. Right. Which like totally makes sense.[00:08:50] Jacob Effron: What I'm less clear on is the kind of DIY RL use case, which I think is really mostly around, you know, improved, uh, quality for, for different things.Obviously there's probably like more efficient ways to, you know, get a smaller model that's that's faster and cheaper. And it'll be interesting to see whether. You know, obviously you had, you know, uh, two, three years ago this whole case of companies that were, you know, pre-training and claiming better outcomes in, in their domains than getting kind of cooked as each model iteration improved.You know, I wonder whether that's a, a similar story plays out in the, uh, in, in the, our all space. Yeah, for the focus on, on on pure outcomes and quality, not the cost side, which clearly your own models for cost at scale makes a ton of sense.[00:09:28] swyx: I think there are this, there are two sides of the same coin.Like you basically always want to hold, uh, quality constant or trade off a little bit of quality for a drastic decreasing cost. And that's true for everyone. Uh, one element I wanted to bring out, which is very much in favor of open models, is custom chips. So this would be cereus, but also talu. And then there's a huge range of stuff in between.This has been a huge story this past year on just like everything non Nvidia is getting bid up, including like freaking MatX is working for, which is very, which is very rewarding for me, but I think one of those things where like, oh, like the suddenly, because the number of alternative. Hard, uh, hardware is increasing and the inference that you can get is insanely high.Like, um, we're talking thousands of tokens per second instead of less than a hundred. So the trade off for qua quality doesn't hold as much anymore because the speed is so high.[00:10:24] Jacob Effron: Have you seen a lot of companies go all in on the alternative chip?[00:10:26] swyx: So cognition has Yeah. On Cerebras, uh, and, and so has OpenAIUm, uh, and so no, I don't think so beyond that, uh, and that, do you think that's like a, that's mostly, that's foreshadowing of, that's, yeah. I used to be kind of a skeptic in terms of like, okay, so what if I get my inference at a hundred to a hundred tokens per second sped up to 200 tokens per second. It's only two X faster.It's not that big a deal. Um, but when you, uh, I think every 10 x does unlock a different usage pattern. Um, and you, we have proof in Talas and, and some of the others. That you can actually, um, drastically imp improve inference speed and what happens from there? I don't even really know, like it's, it's so hard to predict when entire applications just appear at once.Yeah. Uh, and it also isn't that expensive, right? So like, um, this is one of those things where like, I, I think the, the investment cycle is gonna be multi-year. Um, and I. Would caution people to not dismiss it too, too quickly.[00:11:25] Jacob Effron: Yeah. I mean, one other like infra question I was curious to get your thoughts on is obviously it seems increasingly a lot of the cutting edge infra companies are building for agents as the buyers of their product or users of their product, right?[00:11:35] swyx: Ooh,[00:11:36] Jacob Effron: and[00:11:37] swyx: another huge theme. Yeah. Yeah.[00:11:38] Jacob Effron: And I'm trying to figure out like what. What, what do you have to do differently about selling into agents? Um, are they just the ultimate rational developers? Uh, or is there, you know,[00:11:46] swyx: no, absolutely not. Um, I think they are easily prompt, injected and, uh, very tuned towards like, basically com compounding existing winners.[00:11:57] Jacob Effron: Yeah,[00:11:57] swyx: so like if, like, congrats if you won the lottery for getting into the training data right before 2023, because now you're like installed in there for the foreseeable future. But yeah. Uh, you know, one stat that Versal, uh, CTO Malta dropped at my conference was that there are now, uh, 60% of traffic to Elle's, um, like app arch, like admin app architecture for like configuring versal applications, uh, is bought.It's not, it's not human. Uh, so like your primary customer is agents now. Um, and it's mostly co like mostly coding agents, mostly people using CLI on CP or whatever. But yeah, I mean, I think. More. I, I think step one, if it doesn't exist as an API that agents can use, it doesn't exist. Right, right. Which I think is like, uh, it's a good hygiene thing anyway, to, to make everything API available, but not as like an extra, um.Push on like products, people to not only work on the ui, um, you should probably work on the on SCLI stuff. Beyond that, I think honestly there is like, so I, I come from the sensibility of, I think everything that you are trying to do for agents experience now, which is the term that Matt Bowman and Nullify is trying to coin, is the same thing that you should have been doing for developer experience.That you should have had good docs, you should have had a consistent API, uh, that is. Mostly stateless. Um, you should have, I guess, discoverable or progressive disclosure or like search or like whatever. And so now that people have energy in like finding these customers to do that, that's great. Um, do I believe in.Extending beyond that into something like a EO, um, for gaming The chatbots? Not necessarily, but obviously there's gonna be huge advantages when people who figure out the short term wins. Yeah. And short term wins can compound.[00:13:43] Jacob Effron: Do you think these compounding advantages to like the, the pre-training data cutoff companies, like, you know, obviously over some period of time, I imagine that doesn't persist.And so as you think about like. I dunno, three, four years from now what the, you know, selection criteria end up being. Do you think it still mirrors exactly what you were saying before? Like it's exactly what you should have been doing all along to sell a good product to developers?[00:14:01] swyx: It could be, except that I think in three, four years we'll probably have much better memory and personalization.So then general a EO or GEO doesn't really matter as much. So I think whatever memory or personalization system we end up with will probably d determine what you end up choosing much more. Than, than what is currently the case, which is just frequency of mentions, let's call it. Yeah,[00:14:26] Jacob Effron: yeah.[00:14:26] swyx: Uh, so you just spa quantity and I think that's, I mean, that's something I'm looking forward to.I do think, like, like, you know, I, I think that the fundamental exercise to work through for yourself is if you start a new, um, sort of. Uh, disruptor company. Now there's a, there's a big incumbent that everyone knows, like, like superb base. Super base is like, kind of like the Postgres, like database, uh, incumbent.If you wanna start like new superb base, how would you compete with them? And I don't necessarily have the answer, but I, I, I do think like people, like resend like relatively new. I think they would start like 20, 23 and still there was, there was a recent survey where like, people. Checked what Claude recommends by default.If you just don't prompt it with anything, just say, gimme an email provider and says, resent as in like 70, 70% of each cases. Like the fact that you can get in there with like such a relatively short existence, I think is, is encouraging.[00:15:14] Jacob Effron: Yeah.[00:15:14] swyx: I do think like. Um, you do want to do whatever it is to, to like to, to get in that Very short mentions this because, um, it's not gonna be 20 of them, it's gonna be like three.[00:15:26] Jacob Effron: No, definitely. It feels like, uh, you know, probably more, more consolidation than ever. Uh, or, or kind of like, you know, uh, a winner take most market than maybe the, the, the physics of go-to market in the past. Yeah. Might have, uh, enabled.[00:15:38] swyx: The other thing also is like, semantic association is gonna be very important, uh, in the sense that like, you want to do like the combo articles where you're like, use my thing with for sale, with blah, blah.And like that all gets picked up in a, in a corpus. And so that's. Probably one thing that you, you wanna do? Well, I don't know what else. Uh, it's, it's, it's, it's one of those things where like, I think I feel, I feel I'm behind, uh, I don't know how you feel about this, but like,[00:16:04] Jacob Effron: I think AI is just everyone constantly feeling like they're behind some, uh,[00:16:08] swyx: yeah.With,[00:16:09] Jacob Effron: I wanna meet the person that doesn't feel behind,[00:16:11] swyx: but like with, with ax, right? Like, so, so like, my, my stance was that exactly what I said before, like everything that you, that you should do for agents is something that you should have done for humans anyway. Yeah. And so. To the extent that you're just getting it more energy to, to do things for agents, great.But like, uh, it's hard to articulate what new thing apart from just like more spam, um, that you should be doing. Anyway, that would be my take right now. Um, I I, I do think like there, there will be more turns at this. I think the personalization turn that is coming, um, will be big. And I don't know what that looks like because like basically we're kind of, we feel kind of tapped out on the memory side of things.[00:16:49] Jacob Effron: Yeah. I, I guess since we last chatted, you know, you, you took this role over at cognition, um, and you've obviously have a, have a front row seat to the AI coding space today. You know, I feel like coding in many ways. You know, people view it as this, like, I mean, besides being like the, the mother of all markets and this massive opportunity, I think it's kinda a preview of like, what's to come for many other spaces.Both. Yeah. You know, I feel like agents are most advanced in coding. I also feel like the, you know, competition between foundation models and application companies, you know, and, uh, mirrors what we may see in other spaces. And so maybe for our listeners, can you just lay out like what is the state of the AI coding wars today?[00:17:25] swyx: Um, it is massive, right? Like, uh, and I don't think necessarily, last time we talked about this, we appreciated the size of what[00:17:32] Jacob Effron: No, I wish we did.[00:17:33] swyx: I state of AI coding wars today, um, both opening eye philanthropic have made it their p serials to competing coding. Um, and. Tropic is like 2.5 billion in a RR just from Cloud Code.The way they recognize a RR is. Opt for debate, uh, open ai. I don't think the, a public number is known, but let's call it 2 billion as well. And then cursor is like, rumored to be 2 billion, you know? And, and those, those are like the public numbers that are known? Yeah. Um, so like huge markets that have just been created in the past one year.Like, like anthropic, just like Claude Code just recently celebrated their one year anniversary, which is, yeah, pretty nice. Um, so, and then I think, like the other thing that I see is there's, there's some other people who are like, oh, here's like the, the sort of relative penetration of, uh, Claude use cases, right?Like, and it's like coding 50% and then legal, whatever. Health, uh, it's like the, the remaining ones. And there was a very popular tweet that was like, okay, I'll look at the, the empty space and all these other use cases. If you are a new founder today, you should be betting on the other stuff because on, on a sort of catch up Yeah.Theory and my. Consider my, my pushback is the same pushback that, uh, I had on app over Google, which is like, well, well why is this time different? Like, why, if it went from let's say 10 to 50% in the past year, why can't I keep going? Uh, and like getting that wrong is actually a very painful one because you could have just did, did the momentum bet.Instead of the mean reversion bed. So I, I, I think that that is the, the state of things now that people are very, very much into psychosis. Um, they're are getting rewarded for spending more rather than spending less. And I think we're not in that phase of efficiency. We're in a phase of sort of like capability exploration.So I think people who are more crazy, who are more. Uh, creative, um, get rewarded comparatively. Yeah.[00:19:27] Jacob Effron: Well, it's interesting. I mean, it feels like behind these like token maxing, leaderboards and whatnot is this, it's like the first phase of this transition from a workforce perspective is you just gotta show your employer like, Hey, I, I use these tools.[00:19:37] swyx: Here's my nu number of tokens I cost, and that's it. They don't care about the quality. Right. It is, uh, maybe distasteful to someone who cares about the craft and, and all that. Um, but directionally everyone just wants you to go up regardless. And so, um, there it is not very discerning. It's, and it's probably very sloppy, but I think it's net fine because we're still probably underusing ai just in generally.Yeah. Um, and so I think that's like very interesting. Like we had on the podcast, uh, Ryan La Poplar from OBI, who spends a billion tokens a day. Yeah. Um, and that's for those county home, it's like something like 10,000 worth, $10,000 worth a day of API tokens. If they, they did market rates, um, and like most of us can't afford that.Yeah. But like. And, and, and probably a lot of what he does is slop.[00:20:25] Jacob Effron: Right.[00:20:25] swyx: But like, he's going to dis, he's like, if there were a new capability, he would discover it first before you because he was, he was trying and you were not trying. Right. And like, you only do things that work like, well, good for you.But like the, the people who are going to discover the next hot thing are living at the edge.[00:20:42] Jacob Effron: Right and increase in living at the edge of just having the compute budget to like run these experiments. I mean, kind of similar to what living at the edge on the research side has always been. You know, it was constrained in many ways by the amount of compute you had to run these experiments.It feels similarly on the, almost on the builder or like actualizing these tools now.[00:20:56] swyx: Yeah. The other thing that's, I mean, very obvious is philanthropic is kind of like the high price premium player. Um, that where, you know. Restricting limits or restricting model releases even is like the name of the game.Whereas Codex is like, come on in guys, use our SDK, use our login and we don't care. We're gonna reset limits. Whatever you do want to try to exploit the subsidies where you can get it. And definitely Codex is super subsidized right now. Gemini also very subsidized. Um, and. Comparatively, like, I think you should make, Hey, I guess while, while that's going on, it's not that bad to be a capabilities explorer on just the $200 a month plan from Cloud Code or from OpenAI.Um, and, uh, I I, I, my sense is that people aren't even there yet.[00:21:41] Jacob Effron: How do you think this, like, market ultimately plays? I mean, it's obviously such a big market that, you know, any slice of that market is interesting for, for anyone going after it. But I think what, what makes people so interesting in the coding market particularly is it feels like it's kind of this.Foreshadowing of what will happen in other, you know, any other kind of application market that the foundation models eventually turn to and are all their models against and gather data around. And so how do you think, you know, like does there end up being room for lots of different kinds of players or like, what do you think the end state of this market is and is that, do you think that's applicable to other markets?[00:22:10] swyx: I feel like there will be, I mean. Status quo is probably the most likely outcome, which is there are two big players and there's a small range of longer tail people that, um, fit other use cases that the, the two big players don't. That feels right to me. I think that, um, for it to, for the market structure to, to significantly change there would be, there needs to be significant change in like the economics or like the, the brand building or like the, the, the, the value propositions of the, of the companies involved and I.Haven't seen any in the last six months that, that have really changed the stories materially. So I feel like they would just keep going until something, something else happens. Something else happens, meaning like Microsoft wakes up and like goes like. Guys, we have GitHub, we have, uh, you know, we, we, we'll, we'll do something much bigger here than other, other than just copilot.Um, and, uh, that would be a big change. Um, MSL has put out a model now, and I was in a breakfast with, uh, Alex Wang, where they were like, yeah, like, we, we really, really want to go after the coding use case. We haven't done anything yet, but like, don't underestimate them. Right. Um, and, and similarly for the Chinese labs.Um, I think they're trying to go after it. Like ZAI is doing stuff. GLM uh, ZI and GLM is same thing. Um, uh, and, and so it's, so like everyone's trying to get a piece of that pie. I, I feel like the, the status quo has been pretty stable for the past, like almost a year I'll say.[00:23:39] Jacob Effron: Yeah. And is the room for the, not like, you know, for, for the application companies more on like the enterprise side or like where do the, where do the, like what surface area do the model companies leave for application companies?[00:23:50] swyx: Yeah, that's a good one. Um. It's very much evolving. Um, it, I, I, I will say because opening I did not have this, the, this level of attention on coding. Yeah. Uh, a year ago. We just don't have that much history. Right. Um, and it seems like, for example, so the big push at Open I now is the Super app. Um, is that a consumer thing?Is that like a products like. Portfolio rationalization thing, how much is that gonna take away attention from coding at the time when they actually do want to put more coding? I think it's, it's very unclear. So I do think like there's, there's all these, like in both big labs, there's. Uh, sorry. Both of the, and, and drop and, and deep minus and XAI are are separate cases.Um, they are trying to see the other time expansion areas. So cloud code for finance. Yeah. Um, uh, cloud cowork, all those, all those things. Whereas I think cursor and cognition are like comparatively just focused on coding and so I, I do think they leave space and I do think for the other verticals that also means the same thing.Right. That, uh, that they're not gonna be that. Um, intensely focused on, on, on that domain. Except for, I, I think I would mark out finance and healthcare as like the next ones, um, that they're clearly going after. Uh, I, I would say comparatively, healthcare seems more thorny. There, there, there've been some announcements about it, but like, I would respect the, the finance work a lot more just because like the, the path to money is a lot clearer.[00:25:12] Jacob Effron: Yeah, no, I mean, obviously like, I, I think, you know, maybe similar to, to the space that's being left in these other domains, you know, there's obviously. Uh, a lot that's required to actually implement these tools in enterprises, uh, versus, you know, maybe just giving them, uh, giving model access to, to folks outta the box.[00:25:27] swyx: Yeah, yeah. Yeah. So the, the agent lab thing is like, we'll do the last mile for you. Whereas I think the model labs tend to just trust the model and, and be minimalist about it. Both of them work.[00:25:38] Jacob Effron: Yeah.[00:25:38] swyx: I, I don't, I don't necessarily think one, uh, beats the other, uh, for every, for every use case. Um, all I, all I do know is that it does seem like.Uh, the large enterprises do want a dedicated partner that isn't just the model labs, which is kind of interesting.[00:25:55] Jacob Effron: We, we've been in this phase of, of pure capability exploration. And so I think nothing has been, you know, better for the large labs, right? I mean, they're always gonna be, uh, uh, the frontier of, of capability exploration.And so I think have a very good relationship with a lot of these enterprises. But ultimately over time, like. The, uh, the incentive structure of these labs is always gonna be maximal, you know, token consumption for, uh, for the end customers they work with. And there's just, I think, so few companies that have actually gotten to massive scale.Maybe coding again is the most interesting. So it's the first space that really is just completely gone, you know? Yeah. You must love it every day. Like absolutely insane. And. I think it[00:26:32] swyx: gets even. Okay. I mean, like, I think we, we say good things about crystal cognition, but the sheer liftoff of like both end UPIC and open ai.‘cause they, they, they have independent valuations. I mean, let's throw an XEI in there because it's now I ping at 1.2 trillion. That number is just mind boggling. Like I, I feel like in normal investing or normal startups, there's kind of like a ceiling market cap or valuation. Totally. That, that like you, you reach and you go like, all right, let's, it's gonna be chiller from now on.And these guys are not slow down. No.[00:27:02] Jacob Effron: Well, I also think the dynamic is fascinating about some of these later stage companies is, is, you know, in the past, I feel like in, in venture world, if you got to a certain level of scale, the question around you was really more a valuation question. And this is like why there was different phase, like, you know, types of venture people did and like the late stage growth people were just incredible at like, you know, a little bit of what's the ultimate market opportunity of this company, but also what's the right way to, to value it.Like we know it's, it's in some bands of an outcome that is like. Sure there's some variance to it, but it's like relatively understood what that bands is and then maybe you get over time surprised to the upside. Whereas any kind of like later, even the labs themselves, any later stage company, the bands of which that company might be worth right now, even in a year or two years are so massive because of how fast the ecosystem changes that it's like.Even for later stage companies, every three months could be an existential level event to the upside to the downside. Yeah. Um, and I think that, like, you are obviously seeing it in the, in the positive with code, which, you know, if you think about a company like philanthropic, you know, that. For a while, it was like unclear if they were going to have access to enough capital, um, to really stay in the, in the race, right?And then coding hit at the exact right time. They had the perfect model for it. They executed brilliantly. Um, and you know, now are, are, you know, uh, you know, one of the most valuable companies in the world.[00:28:13] swyx: Uh, at the same time, I, I don't find, I, I have zero sympathy for opening eye because they're crushing it and they're all rich.You know, this is like a high class champagne problem to have to, uh, to be number two at coding or whatever. Like, who cares? Like, you're, you're doing great.[00:28:27] Jacob Effron: Yeah. It's funny though. I can't even, I mean, you would be closer to this, uh, you know, even that you're in the AI coding space, but it's like a lot of people I talk to think Codex is just as good, if not better than Claude Code.Right. I think one thing that I've been really surprised by, and maybe, maybe Cloud Code is a better product in some ways, I'm curious your thoughts is just in consumer AI with chat GBT. You saw this big first mover advantage, right? Where admittedly today, like, I don't know, Claude Gemini. Great products.Not sure, not abundantly clear chat GBTs any better, but like. People stick with chat, GBT, it's the first thing to introduce them.[00:28:56] swyx: They stay, but they're not growing anymore. I don't know if you've seen[00:28:59] Jacob Effron: Right. But that to me is more of like a, a, a product problem than it is. They're not like, it's not like they've like lost share to someone else.My understanding is the overall problem with consumer AI today is much more of a how do you take this tool and, you know, for, for folks like us, like knowledge workers, it's like this incredible magic tool, but it's not necessarily a daily active use tool for a lot of people around the world today. And what are the like products?It's, it's kind of a category wide problem. Like in coding, for example, like. The entire space has gone parabolic. There may be some relative growth in, uh, in other consumer AI players, but it's not like consumer AI as a category is like going parabolic and they're not capturing most of that thing. I think it's actually the larger problem is much more, hey, the category has kind of hit a bit of a plateau of people haven't figured out how to bring, you know, tons more users on board.Yeah, yeah. Or increase the frequency of those users. And so it seems more of a category wide problem than it is, you know, a massive market share of change. I was gonna draw the comparison to, to the coding space where Claude Co is the first product, obviously, to introduce people to this magical experience.You know, by all accounts, codex is, is pretty damn close to as good, if not better. Um, but like still that first product, you, you would've thought that would not be a super sticky, uh, you know, product surface area. And it actually has, it turns out, I, it feels like the first lab to introduce you and experience really does, uh, keep a lot of, uh, a lot of the focus.[00:30:12] swyx: I, I think. M maybe it's like still, still early days. You know, Chad, BT is like three plus years old and Yeah. Cloud code is only one. Just turned a year. Yeah. So give it time, you know? Yeah. Like, yeah. I mean, definitely sometimes a lot of people have switched from to Codex. Maybe that will keep going. I, it's like really hard to tell.Uh, yeah. I, I, I do, I do think that. Because we are in this like, high volatility, high temperature phase. Um, the loyalty and stickiness to first movers and category creators, I don't think is as high as it might be in some other, uh, areas in our careers that we've looked at.[00:30:47] Jacob Effron: Yeah. Though, I mean, I've been surprised by the cloud code thing.I, I would've thought that, like, in many ways I always worried about the[00:30:52] swyx: enterprise. You think you would've been gone by now?[00:30:53] Jacob Effron: Not gone. But I would've, I I always worried that the, that the consumer business of these companies would be quite sticky. And then the enterprise API business. Uh, was actually like, you know, in some ways like your least loyal buyers, like they would, they would move to,[00:31:05] swyx: right, right.But, but they worked out that it wasn't the enterprise API it was enterprise product.[00:31:09] Jacob Effron: Totally. And maybe that was the, that was the secret that like, but the amount of lock-in or just default behavior that has happened in that space, uh, is, is more than I might've imagined with two products that by all accounts are pretty damn similar.Yeah.[00:31:22] swyx: No fight there. Uh, I will say I do think that Codex is still in like a catch up. Like in terms of personal experience. Um, the only thing I like out of, out of Codex is the, is like Spark and like yeah. Uh, the, I, I feel like the skills integration is a little bit better. I feel like, uh, the, the speed is a bit better.Maybe ‘cause it's in, is written in rust or whatever. Um, very minor things that you like. Almost like telling yourself rather than like objectively assessing between two, two of them. I, I, I do think, like vibes wise, I think that's going on. Um, the, the, you know, I, I feel like the, the missing questions, uh, in, in this whole debate is like, why is this so concentrated in only two names, right?Yeah. Like, um, how, where, like, where is the Gemini? You know, presence, where's the Xai presence? Um, and like they are trying, it's just they haven't made that much progress yet.[00:32:12] Jacob Effron: But what the, what the Claude Co moment does show, and it actually in some ways makes you a little more bullish on the potential for someone else to catch up because it does feel like if you're the first person to introduce some magical net new product experience, that that actually might be stickier than one might have imagined.[00:32:27] swyx: Right, right, right. Okay. Yeah.[00:32:28] Jacob Effron: And so it's, everyone can believe they have shot[00:32:29] swyx: that. What do you think that new product experience might be like? I, I, it's, it's like, and this is a failure of imagination on my part. Like, I always wonder, like, people always say this like, well, the, the thing that will save us is like being first to the next new thing.Like what is it?[00:32:41] Jacob Effron: Yeah.[00:32:42] swyx: It's like,[00:32:45] Jacob Effron: I dunno, something around like, uh, consumer agent, computer use, like hybrid. I think, obviously, I think we're like scratching the surface on the consumer side.[00:32:53] swyx: So my, my current theory is like the. Open claw is like a vision of things to come.[00:32:58] Jacob Effron: Totally.[00:32:58] swyx: Um, and uh, it's good that O open I has like the association with open claw, but by no means do they have the rights to win it.The general thesis that I have been pursuing now is that the year the same way that 2025 was the year of coding agents, 2026 is coding agents breaking containment to do everything else. Um, and so coding agents continue to still win, but because they generate software and software eats the world, so like, it's kind of like the trans.Associated property of like software, eat the world, coding agents, eat software, therefore coding agents eat the world. Um, which is like an interesting,[00:33:30] Jacob Effron: yeah, and breaking containment always an easier phase phrase in the consumer context than the enterprise one. You've seen people run these really cool, uh, experiments in their own personal lives.I think like,[00:33:37] swyx: yes.[00:33:38] Jacob Effron: Figuring out, you know, how you, obviously everyone's focused, you know, on the enterprise side now around how you create these experiences. I feel like the vibes, you know, people love to have these narratives of like, everything is completely shifted. It's like I actually, you know, open AI.Organizationally, uh, you know, volatility aside is, you know, great products, great team, great models like everyone else in the world is incentivized for there to be. Two, three more. Everyone would love more like great model companies. And so I feel like the, the natural forces of the world revolt when any one company, you know, is too much the star of the show, right?There's so many people in the ecosystem that are incentivized for that not to happen. And so I think I'd be shocked if we don't have. Uh, uh, reversion of vibes, not maybe completely the other way, but at least a little bit more equal at some point over the next six, 12 months.[00:34:24] swyx: I, I think there's just a kind of different stages when, when you talk about the world, one wanting more model companies, I talked think about like the neo labs.[00:34:30] Jacob Effron: Yeah.[00:34:31] swyx: And I mean, I don't know, is it fair to say none of them have really broken through in the past year?[00:34:35] Jacob Effron: I think that's totally fair,[00:34:37] swyx: which is rough. Um, and well, how are we gonna, how are we gonna grow that diversity in, in, in choice, like. Um, that's, this is it.[00:34:46] Jacob Effron: Yeah. It'll be really interesting to see what, what, what ends up happening with that.And you've seen, you know, folks like Nvidia, you know, very incentivized to make sure there's, there's a broader platform of, of other model providers.[00:34:57] swyx: I think, uh, I don't know people say this, but I, I, I don't think they try it hard. Nvidia tries harder to build neo clouds[00:35:05] Jacob Effron: Yeah.[00:35:06] swyx: Than neo labs.[00:35:07] Jacob Effron: Well, they try pretty damn hard to build neo Cloud, so[00:35:09] swyx: that's,[00:35:09] Jacob Effron: yeah.[00:35:10] swyx: But like, you know, let's call it like the, the core weaves of the world, much happier place in the, you know, than any neo lab built on top of them.[00:35:18] Jacob Effron: Yeah. That one might argue it's, it's easier to, to enable a neo cloud to be successful than it is. Uh, you can't will a neo lab into existence the same way you, soNvidia[00:35:25] swyx: has more direct control over it.Uh, for sure.[00:35:27] Jacob Effron: What else is kind of catching your eye today on the startup side? I mean, you worry, there's obviously this whole narrative of like, you know, the foundation models, you know, they announced a product and every stock goes down 15%. Like[00:35:36] swyx: Yeah.[00:35:37] Jacob Effron: Do you, do you worry about the foundation models just kind of eating into to a bunch of these startup categories?[00:35:43] swyx: Not really. I, I think actually like. As, uh, there's, there's, okay, there's, there's, there's the, there's the point of view of like being an investor in startups, and there's a point of view of like, do you wanna start something? And I think honestly, like the, the downside for all these is so. Minimal in, in a sense of like, the worst you do is you just get hired into one of these labs anyway.So I, I think the, the market for people who just do things and try things and try to execute in like a competent way, even if like it doesn't work out commercially, even if it just wasn't that great anyway. Like, but like that's your job interview to go into, into one of these things anyway, so, um, I don't feel that.From a, from a very, very small startup perspective, mid-size startups. Yes. Uh, I will say there's been a lot of dead, um, LM Infra, a lot of LM infra consolidation like the, the, uh, lang fuses of the world getting absorbed into, into click house. And I, I think. Like people have maybe worked out the domain specific playbook, uh, and like, I think that's okay.Um, and, and yeah, I'm not that, not that worried about, uh, okay. So, um, I, I would say I'd be more worried about traditional SaaS, like low NPSS. This is the whole AI versus SaaS debate that has, that's been going on. Uh, and, and like literally I'm going through that exact thing in my company where, so I like kind of.Thinking through this on a very visceral, visceral level, right? On one hand you have the people who say you vibe coders don't appreciate the amount of work that goes into A-A-C-R-M and like, yeah, you think you can rip out Salesforce? So did the 30 entrepreneurs before you, right? Like, like, you know, you classically underestimate the things that you don't.Deeply, no. And, and, and target audience is not you. Uh, at the same time, like we have never been able to build software so easily and customize software so easily and like Yeah, you're not gonna use 90% of the things in Salesforce. So like, yeah. What's the typical, so what have you, what[00:37:33] Jacob Effron: have you done internally?[00:37:34] swyx: So we have there the main SaaS that we do for event management and sponsor management. That's, and we paid 200 KA year for that. Not, not huge, but like chunky for, for, for my, my scale. Um, and like, yeah, I could probably spend 2000 and, and build like a custom version of that. Um, the, the, the trick has been dealing with my, the rest of my team and getting them on board.Yeah. ‘cause I'm the most ethical person on my team, but like, I can't make that decision myself. And I think in the same way I've been telling with other CEOs team leaders as well, it's like, well you can be super cloud pilled. You can be super LM psychosis and that you think that's okay, but you like you have to bring your team with you.And I think like there, the sort of widening disparity in LM psychosis in companies is causing real s real riffs because. And on one hand, on one hand, the people who are less AI native are not getting with the picture. They're not, they're actually like behind, they're actually not waking up to the fact that like you, everything you think is necessary is not actually that necessary.And in fact, exactly would be better of you if you just like held your nose and went in and when came out the other side. Yeah, only talking to agents in natural language and like your life would actually be better and you just, you're just like close-minded. There's that perspective. The other perspective is, oh, you vibe coder.You, you did this in a weekend and you got the 80% solution and now the rest of your employees. Have to pick up the rest of your s**t, right, that you, that you thought you were, you were such hot, amazing, uh, uh, at, but like, actually you didn't figure it out. And like, actually LMS are still useless at this and blah, blah, blah.So like, I think there's this huge debate going on in every company right now. Um, and like, um, you know, I have a small microcosm of it, but like, yeah, it, it's making me hesitate to, to pull the trigger. But like I will at some point, it's like maybe I've put it off for one year, but not like five. Yeah, but like, so, so like SaaS is definitely getting squeezed.Um, it does make me wonder, like, I, I do think that there's an opportunity for a more AI native, um, system of record thing that is not just Postgres. Um, or not just MongoDB, although both are very good. Maybe it's like a convex or like people Yeah. Bring up convex a lot. I don't know, like, like, I, I just feel like the sort of quote unquote firebase of, of AI apps isn't really a thing yet.Um, beyond what we have. Uh, which, which is fine. It's, it's, it's just. We could probably start in a more sort of rapid iteration cycle first before scaling up to like a Postgres or MongoDB, which are more sort of old tech. I was at a dinner with, uh, Mike Krieger, the CPO of en philanthropic, and, and he, we were just kind of going around the room going like, what are people most worried about?Yeah. And, uh, for me, uh, I, instead of security, I brought up biosafety. Yeah,[00:40:21] Jacob Effron: classic.[00:40:22] swyx: Um, actually, like I said, it was. Cliche and classic, and the rest of the table were, were like, what do you mean? Someone sitting at home can manufacture a virus that wipes out half of humanity,[00:40:32] Jacob Effron: almost like the OG Jeffrey Hinton.Like, this is why you should be scared.[00:40:35] swyx: I'm like, yeah, like the read the, you know, risk reports. Like this is like the thing. Um, I think, and Mike was just sitting there knowing he was sitting on Mythos and going like, actually it's security. Um, and I think like, um, I think the, there's, there's, part of it is.A very good marketing. Like too good. Yeah, like I would actually advise and topic to tune down the marketing because also it's, it is just a very good model and you don't have to make so many marketing claims around it. At the same time, it is not really a private model. If you give it to 40 companies.Each of whom have like 10,000 employees or whatever. Right. It's not, it's not private, it's, it's like there's bad actors in there.[00:41:18] Jacob Effron: Yeah. Hopefully, hopefully not as, uh, as bad as releasing it widely, but, uh, no, I mean, it's an interesting. You know, it's an interesting case study for how all, I mean, many model releases might, I mean, you know, this might be the first model release that looks like the rest of ‘em from from now on, right?[00:41:31] swyx: It, it, so it's, it's the, there's an overall product strategy, uh, for anthropic of like bundle, uh, you know, restrict access bundle, uh, product with model maybe.Whereas, uh, OpenAI has definitely been a lot more sort of. Philosophically aligned on like, we will just enable access everywhere and we don't know what you, what will come out of it. Right.[00:41:51] Jacob Effron: Right. Though, I mean, this current moment, uh, obviously the cynical take is also just ties to the amount of compute that both companies[00:41:56] swyx: Yeah.Right, right, right. Yeah, I think, I think that's true. I I do think like the, the, this is the, the, the scale, the dawn of like larger than 10 trillion parameter models is very interesting. I don't think it, I think it's a temporary phenomenon because we have much larger compute clusters coming online for everyone over the next like three, five years.It's, and this is like already written in, in the cards.[00:42:18] Jacob Effron: Yeah.[00:42:19] swyx: So to the extent that like, you know, will we have rationing of models, uh, above 10 trillion, uh, in like two years? I don't think so. I think everyone will have no, we'll just[00:42:29] Jacob Effron: have rationing of the next phase.[00:42:30] swyx: Right. Right. But like, that's as it should be almost like, um.My, my classic example, which I, this is just me theorizing, not anything confirmed by Google. When Google announced Gemini, they actually announced three sizes, which was Flash Pro Ultra. They never released Ultra. They only have Pro and Flash. Um, so my theory is they have ultra sitting in a basement and they just could distilling from it for, for flashing pro.Um, which like, yeah, I mean, I, I actually think that's. As it should be for any lab that they, that they do that.[00:43:02] Jacob Effron: Yeah. Just because those are the models that people actually wanna end up using. And it's just like cost prohibit.[00:43:06] swyx: It is more, yeah, it's cost. Yeah. It's, it's not the want, it's just, just, just the cost.Um, I do think, like, uh, it is interesting that, uh, for a while I was, I was considering the theory that models capped out at two, 2 trillion, and I think that's proving to be wrong. And well then if I'm wrong, how wrong? How wrong am I? Do we do 200 trillion? Do we do two quarter trillion, whatever? Um, and I don't think we have the straight answer to that, but like, uh, it's interesting that we are continuing to scale number of pers when everyone kind of assu like can see that we're not going to get like the next thousand or 1 million x from this paradigm.So like the others, like the alias of the world are working on other. Um, model architecture improvements. We need a different scaling law, I guess, because like, we're, I, I feel like people already already feel like we're tapped out on this. Like the, the end, the end state of this is we turn most of the world into data centers and like, I don't know.I don't know if we want that.[00:44:08] Jacob Effron: Yeah, I mean, uh, if the, if, if, if the return of intelligence are there, maybe, uh, maybe not so bad.[00:44:13] swyx: I, I, I think there, there's just a sheer amount of like, like un scalability that like is wrangling people's sensibilities right now. Um, especially in terms of like context lengths.Um, my classic quote is that context length is like the slowest scaling factor in, in lms.[00:44:30] Jacob Effron: Yeah.[00:44:30] swyx: Um, we, like, we took maybe. Three years to go from like 4,000 context length to a million and that's about it. Yeah. Like Gemini has had a million token context length for two years now. Um, and no one's using it.Like, so like yeah, it's memory. Memory is probably gonna be the, the biggest limiting constraint on all these things.[00:44:50] Jacob Effron: Yeah. Certainly seems that way. I guess I'm curious over the last year since you recorded last, like what's one thing you've changed your mind on?[00:44:57] swyx: I feel like I was kind of bearish on open models like last year.Um, in a sense of, like, I, I had just done the podcast with an Al[00:45:07] Jacob Effron: Yeah.[00:45:08] swyx: Of Braintrust where he, and he, I mean, you know, he has a good cross section of all the top AI companies and he says market share of open source is 5% and going down. Um, I think that's changed. I think it's going up. Um, and even if,[00:45:22] Jacob Effron: even though the capability gap does seem to be increasing.Spending on the[00:45:26] swyx: time. It's hard to tell. Yeah, it's, it's really hard to tell. ‘cause like, okay, for, for listeners, capability gap increasing is like on public benchmarks. And let's say you're comparing mythos versus like, I don't know, G-T-O-S-S or like GLM 5.1. And, um, it's, it is really hard to tell. ‘cause even if they were closing, you will also not believe that they were closing that much because it's very easy to gain the benchmarks.Yeah. So you just don't really, really know. Um, all you know is like. Uh, there's somewhat objective open router stats on like what people choose in a free market. And people do choose some of these open models in significant volume, except that a lot of them are heavily discounted. So you need to kind of like price adjust, uh, these things.So even if, even if that were true, which I, I'm not sure, like I, I, I feel like the numbers just up now instead of down. Uh, I think the. Separation between what the top tier agent labs

This week, we chat with Marlon Nichols!Marlon is the co-founder and managing general partner of MaC Venture Capital, a leading seed-stage firm backing visionary founders who are redefining industries and shaping the future. Under his leadership, MaC has grown into one of North America's largest seed-stage venture firms, with over $600 million in assets under management.He's backed an incredible portfolio of companies including MongoDB, Gimlet Media, Thrive Market, Blavity, and Pipe—consistently identifying cultural and technological shifts before they hit the mainstream. His ability to spot transformative opportunities has earned him recognition on Business Insider's Seed 100 and PitchBook's top VCs to watch.Before founding MaC Venture Capital, Marlon launched Cross Culture Ventures and served as an investment director at Intel Capital, developing a sharp lens on the intersection of culture, technology, and consumer behavior.A former professional athlete, Marlon brings a leadership style rooted in discipline and long-term vision, and is deeply committed to expanding access in venture capital through his work with Kauffman Fellows.✨ This episode is presented by Brex.Brex: brex.com/trailblazerspodThis episode is supported by RocketReach, Gusto, OpenPhone & Athena.RocketReach: rocketreach.co/trailblazersGusto: gusto.com/trailblazersQuo: Quo.com/trailblazersAthena: athenago.me/Erica-WengerFollow Us!Marlon Nichols @MarlonCNicholsMaC Ventures: MaCVentureCap@thetrailblazerspod: Instagram, YouTube, TikTokErica Wenger: @erica_wenger

The OWASP Top 10 just got a fresh update, and there are some big changes: supply chain attacks, exceptional condition handling, and more. Tanya Janca is back on Talk Python to walk us through every single one of them. And we're not just talking theory, we're going to turn Claude Code loose on a real open source project and see what it finds. Let's do it. Episode sponsors Temporal Talk Python Courses Links from the show DevSec Station Podcast: www.devsecstation.com SheHacksPurple Newsletter: newsletter.shehackspurple.ca owasp.org: owasp.org owasp.org/Top10/2025: owasp.org from here: github.com Kinto: github.com A01:2025 - Broken Access Control: owasp.org A02:2025 - SecuA02 Security Misconfiguration: owasp.org ASP.NET: ASP.NET A03:2025 - Software Supply Chain Failures: owasp.org A04:2025 - Cryptographic Failures: owasp.org A05:2025 - Injection: owasp.org A06:2025 - Insecure Design: owasp.org A07:2025 - Authentication Failures: owasp.org A08:2025 - Software or Data Integrity Failures: owasp.org A09:2025 - Security Logging and Alerting Failures: owasp.org A10 Mishandling of Exceptional Conditions: owasp.org https://github.com/KeygraphHQ/shannon: github.com anthropic.com/news/mozilla-firefox-security: www.anthropic.com generalpurpose.com/the-distillation/claude-mythos-what-it-means-for-your-business: www.generalpurpose.com Python Example Concepts: blobs.talkpython.fm Watch this episode on YouTube: youtube.com Episode #545 deep-dive: talkpython.fm/545 Episode transcripts: talkpython.fm Theme Song: Developer Rap

Dave "CAC" Kellogg and Ray "Growth" break down one of the oldest productivity metrics in business and explain why, in the age of AI-native software, it has never mattered more. This episode covers the full arc from Frederick Taylor's factory floors to Cursor's $3.3M per employee, with the rigorous definitional discipline the Metrics Brothers are known for.What We Cover:The metric's 100-year history. Revenue per employee traces its roots to scientific management in the late 1800s, gained traction as a Wall Street efficiency screen in the 80s and 90s, and became a standard signal of business model quality in M&A diligence. The core math is simple: annual revenue divided by headcount. What is not simple is how you define the denominator.FTE vs. employee: why the definition matters more than the formula. The E in FTE stands for full-time equivalent, not full-time employee, and that distinction drives real measurement decisions. How do you count a part-time contractor? What about 200 offshore developers on a third-party vendor's payroll? Ray and Dave walk through the practical choices, including why offshore headcount is almost never counted on a 1:1 basis and why that decision can dramatically change your benchmark comparison.Public SaaS companies in 2025: the benchmark is $395K. Using the Benchmarkit SaaS 100 index (134 public SaaS companies), the median revenue per employee in 2025 is $395K, up from $327K in 2022, a 21% improvement in three years. ARR per FTE runs about 5-7% higher at $413K. The shift reflects the industry's move from growth-at-all-costs to efficient revenue growth.Private SaaS companies: size matters. ARR per employee scales materially with company size. At the $5-20M ARR stage, the median is $144K. By $100M+ ARR, the median reaches $300K. The recurring-revenue tailwind from a large renewal base is a significant driver as companies scale.AI-native companies have reset the benchmark entirely. Where the historical range for enterprise software was $200-400K per employee, AI-native companies operate at a fundamentally different level. Cursor reached $1.67M per employee at 60 people, and now runs at $3.3M per employee at 300 people. Midjourney is at $4.7M. Anthropic is in the $3-5M range on a run-rate basis. This is not a modest improvement over traditional SaaS. It is a 10x shift.One important caution on the AI numbers. Many of the figures being cited by AI-native companies are monthly run-rate revenue annualized (last month times 12), not trailing 12-month GAAP revenue. When growth is compounding fast, that distinction can dramatically inflate the productivity figure. The Metrics Brothers flag this as a meaningful source of confusion in how the benchmark is being discussed today.The AI tailwind may be temporary, at least in part. Current customer acquisition friction for AI software is unusually low, given experimentation budgets and departmental purchasing. As enterprise procurement tightens (74% of enterprise AI purchases now involve IT), GTM investment will likely increase, and revenue per employee for AI-native companies may stabilize or compress. Ray and Dave estimate that steady-state productivity is more likely to be in the 3-5x range over traditional SaaS, not 10x.Revenue will replace ARR as the standard numerator. The rise of usage-based and hybrid pricing is rendering ARR less meaningful for a growing share of companies. Snowflake, Datadog, and MongoDB do not report ARR. As AI-native pricing models proliferate, Ray and Dave expect the industry to converge on revenue as the standard numerator across productivity benchmarks.What about revenue per agent? Ray raises the forward-looking question: as AI agents take on SDR, sales, and other GTM functions, how do we measure agent productivity? Dave's take is that "revenue per agent" is likely a dead end, partly because agent instances are nearly impossible to count and partly because the right way to price and measure agents is to decompose their capabilities, not to anthropomorphize them as headcount equivalents.The Bottom Line:Revenue per employee is a deceptively simple metric with genuinely complex definitional choices underneath it. For B2B SaaS executives, the 2025 benchmarks are $395K (public) and $144-300K (private, depending on scale). For AI-native companies, the numbers are in a different category entirely, though some of that gap reflects accounting choices as much as true productivity gains. The metric is worth tracking closely, both as a board-level efficiency signal and as a leading indicator of business model quality.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

When you pip install a package with compiled code, the wheel you get is built for CPU features from 2009. Want newer optimizations like AVX2? Your installer has no way to ask for them. GPU support? You're on your own configuring special index URLs. The result is fat binaries, nearly gigabyte-sized wheels, and install pages that read like puzzle books. A coalition from NVIDIA, Astral, and QuanSight has been working on Wheel Next: A set of PEPs that let packages declare what hardware they need and let installers like uv pick the right build automatically. Just uv pip install torch and it works. I sit down with Jonathan Dekhtiar from NVIDIA, Ralf Gommers from Quansight and the NumPy and SciPy teams, and Charlie Marsh, founder of Astral and creator of uv, to dig into all of it. Episode sponsors Sentry Error Monitoring, Code talkpython26 Temporal Talk Python Courses Links from the show Guests Charlie Marsh: github.com Ralf Gommers: github.com Jonathan Dekhtiar: github.com CPU dispatcher: numpy.org build options: numpy.org Red Hat RHEL: www.redhat.com Red Hat RHEL AI: www.redhat.com RedHats presentation: wheelnext.dev CUDA release: developer.nvidia.com requires a PEP: discuss.python.org WheelNext: wheelnext.dev Github repo: github.com PEP 817: peps.python.org PEP 825: discuss.python.org uv: docs.astral.sh A variant-enabled build of uv: astral.sh pyx: astral.sh pypackaging-native: pypackaging-native.github.io PEP 784: peps.python.org Watch this episode on YouTube: youtube.com Episode #544 deep-dive: talkpython.fm/544 Episode transcripts: talkpython.fm Theme Song: Developer Rap

High-growth companies demand constant reinvention, yet most leaders underestimate how deeply roles, go-to-market models, and buyer behavior evolve over time. This episode explores what it actually takes to adapt at that level, from navigating internal resistance to aligning product and sales with how customers truly buy. Sahir Azam brings a rare operator-to-investor perspective, unpacking the realities of PLG to enterprise transitions, the cultural discipline required to scale sales, and how AI is reshaping both software and the sales function itself. The conversation also challenges common assumptions around SaaS models, tooling, and where value will accrue as AI infrastructure matures. Sahir Azam is a Partner at Index Ventures investing in AI infrastructure, and former Chief Product Officer at MongoDB where he led the Atlas transformation into a multi-billion-dollar platform. He brings a rare operator's perspective on building go-to-market discipline, scaling sales culture, and navigating the product-distribution balance that separates winners from founders who fail. Connect with Sahir: Index Ventures LinkedIn Get the Force Management framework for navigating product-go-to-market fit and building the sales discipline that separates scaling companies from those that fail: The Predictable Revenue Framework: Guide for Leaders Key takeaways from this episode:  00:00 – How Sahir Azam went from building MongoDB Atlas into a multi-billion-dollar platform to investing in the infrastructure shaping AI's next wave 06:24 – The secret to driving change inside a company before trying to win in the market 10:10 – What PLG and enterprise sales actually have in common when you design around the buyer 12:18 – What it's really like to move upmarket and why most companies underestimate the cultural shift required 23:50 – Sahir Azam's unexpected perspective on technical founders who struggle to scale 41:12 – A peek into where real value in AI is being built and why infrastructure is the leverage point 01:02:00 – What you can do right now to stay relevant as AI reshapes how top sellers operate Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

When you type a question into ChatGPT, the model only has what you typed to work with. But tools like Claude Code can plan, iterate, test, and recover from mistakes. They work more like we do. The difference is the agent harness: Planning tools, file system access, sub-agents, and carefully crafted system prompts that turn a raw LLM into something genuinely capable. Sydney Runkle is back on Talk Python representing LangChain and their new open source library, Deep Agents: A framework for building your own deep agents with plain Python functions, middleware hooks, and MCP support. This is how the magic works under the hood. Episode sponsors Sentry Error Monitoring, Code talkpython26 Agentic AI Course Talk Python Courses Links from the show Guest Sydney Runkle: github.com Claude Code uses: x.com Deep Research: openai.com Manus: manus.im Blog post announcement: blog.langchain.com Claudes system prompt: github.com sub agents: docs.anthropic.com the quick start: docs.langchain.com CLIs: github.com Talk Python's CLI: talkpython.fm custom tools: docs.langchain.com DeepAgents Examples: github.com Custom Middleware: docs.langchain.com Built in middleware: docs.langchain.com Improving Deep Agents with harness engineering: blog.langchain.com Prebuilt middleware: docs.langchain.com Watch this episode on YouTube: youtube.com Episode #543 deep-dive: talkpython.fm/543 Episode transcripts: talkpython.fm Theme Song: Developer Rap

Are you still relying on OCR for your enterprise AI? You're losing critical context.In this episode, Anaiya Raisinghani (Sr. Tech. Evangelist, AI Startups & Ventures at MongoDB) sits down with Adityavardhan Agrawal, Co-Founder and CEO of Morphik. They dive deep into how Morphik is helping developers and enterprises understand complex, unstructured data and automate high-leverage workflows.Adi breaks down the limitations of standard RAG pipelines and reveals why they turned to Vision Language Models (VLMs) to process complex documents like architectural floorplans.What you'll learn in this episode:The OCR Trap: Why text extraction is inherently lossy for complex documents and how VLMs generate better embeddings.The RAG Misconception: Why getting high-quality context requires much more than just plain vector search.Database Architecture: Why Morphik hit the limits of Postgres/JSONB for dynamic datasets and how migrating to MongoDB Atlas simplified their multi-tenancy and querying.Massive ROI: How one manufacturing customer used Morphik to slash their quote generation time from 7 days to under 2 minutes.The Future of Knowledge: Building self-healing, self-updating data layers that leverage MQL.(Want to start building? You can use Morphik's API, Python/TypeScript SDKs, or grab the Docker image from GitHub today!)⏱️ Chapter Timestamps00:00 - Intro: Meet Adi and Morphik01:18 - APIs, SDKs, and Getting Started with Morphik02:28 - The Lightbulb Moment: Why Standard AI Fails on Unstructured Data04:44 - The Biggest Misconception About RAG06:24 - Vision Language Models (VLMs) vs. Traditional OCR08:35 - Reducing Entropy: Combining Embeddings with Knowledge Graphs10:13 - Architecture Deep-Dive: Hitting the Limits of Postgres & JSONB12:06 - Why Morphik Migrated to MongoDB Atlas13:24 - Simplifying Multi-Tenancy at Scale15:13 - Ensuring Data Security and Reliability16:33 - Accelerating Growth with MongoDB for Startups18:10 - Real-World Impact: Cutting Quote Generation from 7 Days to 2 Minutes20:15 - The Future: Self-Healing Data Layers and Native MQL

Viktor Gamov talks to Baruch Sudakurski (TuxCare) about his career in developer advocacy. Baruch's first job: fixing electric kettles. His challenge: figuring out how to map a non-relational database (MongoDB) into Spring Data's SQL-oriented model.SEASON 2 Hosted by Tim Berglund, Adi Polak and Viktor Gamov Produced and Edited by Noelle Gallagher, Peter Furia and Nurie Mohamed Music by Coastal Kites Artwork by Phil Vo  

If you've built documentation in the Python ecosystem, chances are you've used Martin Donath's work. His Material for MKDocs powers docs for FastAPI, uv, AWS, OpenAI, and tens of thousands of other projects. But when MKDocs 2.0 took a direction that would break Material and 300 ecosystem plugins, Martin went back to the drawing board. The result is Zensical: A new static site generator with a Rust core, differential builds in milliseconds instead of minutes, and a migration path designed to bring the whole community along. Episode sponsors Sentry Error Monitoring, Code talkpython26 Talk Python Courses Links from the show Guest Martin Donath: github.com Zensical: zensical.org Material for MkDocs: squidfunk.github.io Getting Started: zensical.org Github pages: docs.github.com Cloudflare pages: pages.cloudflare.com Michaels Example: gist.github.com Material for MkDocs: zensical.org gohugo.io/content-management/shortcodes: gohugo.io a sense of size of the project: blobs.talkpython.fm Zensical Spark: zensical.org Watch this episode on YouTube: youtube.com Episode #542 deep-dive: talkpython.fm/542 Episode transcripts: talkpython.fm Theme Song: Developer Rap

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über Stagflationssignale, crashende Softwareaktien und ein weiterer Großauftrag für Palantir. Außerdem geht es um CF Industries, Mosaic, Archer-Daniels-Midland, Hubspot, UiPath, Atlassian, Zscaler, Snowflake, Gitlab, MongoDB, Salesforce, Datadog, Servicenow, Intuit, Workday, Gartner, Amazon, SAP, Arm, Apple, Samsung, Microsoft, Ionos, Commonwealth Bank of Australia, National Australian Bank, BHP Group, Rio Tinto, Westpac Banking, ANZ Group, Wesfarmers, Xtrackers S&P ASX 200 (WKN: DBX1A2), iShares MSCI Australia (WKN: A0YJ80), Xtrackers II Australia Government Bond ETF (WKN: DBX0GG). Die Infos zum Buch “Project Maven – A Marine Colonel, His Team, and the Dawn of AI Warfare” von Katrina Manson findet ihr hier: https://wwnorton.com/books/9781324123316 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Michael Truell, CEO of Cursor, sits down with Patrick Collison, CEO of Stripe and an investor in Anysphere, to talk about Collison's history with Smalltalk and Lisp, the MongoDB and Ruby decisions Stripe still lives with 15 years later, why he'd spend even more time on API design if he could do it over, and whether AI is actually showing up in economic productivity data. This episode originally aired on Cursor's podcast. Follow Patrick Collison on X:   https://twitter.com/patrickc Follow Michael Truell on X: https://twitter.com/mntruell Follow Cursor: https://www.youtube.com/@cursor_ai Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. 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.

When LLMs write code to accomplish a task, that code has to actually run somewhere. And right now, the options aren't great. Spin up a sandboxed container and you're paying a full second of cold start overhead plus the complexity of another service. Let the LLM loose on your actual machine and... well, you'd better be watching. On this episode, I sit down with Samuel Colvin, creator of Pydantic, now at 10 billion downloads, to explore Monty, a Python interpreter written from scratch in Rust, purpose-built to run LLM-generated code. It starts in microseconds, is completely sandboxed by design, and can even serialize its entire state to a database and resume later. We dig into why this deliberately limited interpreter might be exactly what the AI agent era needs. Episode sponsors Talk Python Courses Python in Production Links from the show Guest Samuel Colvin: github.com CPython: github.com IronPython: ironpython.net Jython: www.jython.org Pyodide: pyodide.com monty: github.com Pydantic AI: pydantic.dev Python AI conference: pyai.events bashkit: github.com just-bash: github.com Narwhals: narwhals-dev.github.io Polars: pola.rs Strands Agents: aws.amazon.com Subscribe Running Pydantic's Monty Rust sandboxed Python subset in WebAssembly: simonwillison.net Rust Python: github.com Valgrind: valgrind.org Cod Speed: codspeed.io Watch this episode on YouTube: youtube.com Episode #541 deep-dive: talkpython.fm/541 Episode transcripts: talkpython.fm Theme Song: Developer Rap

Read more about Capgemini's Digital Cloud Platform → https://cloud.mongodb.com/ecosystem/c...In this episode of the MongoDB Podcast, Apoorva is joined by Vinay Makkaji from Capgemini and Farid Mohammad from MongoDB to discuss how enterprises are powering the next wave of Agentic AI applications. The conversation explores the shift from AI experimentation to real-world deployment, including AI agents, RAG architectures, and large-scale data modernization.They also unpack how the MongoDB–Capgemini partnership enables organizations to build scalable, production-ready AI solutions through unified data management and modern architectures. Tune in to hear practical use cases, industry examples, and where enterprise AI is headed next.Sign-up for a free cluster → https://www.mongodb.com/cloud/atlas/r...Subscribe to MongoDB YouTube→ https://mdb.link/subscribe00:00:00 Introduction to the MongoDB Podcast 00:00:58 Meet the Experts: Vinay Makaji & Fared Muhammad 00:03:09 The Three Phases of genAI Evolution 00:04:47 Shifting from Generative to Agentic AI 00:06:55 Why AI is a System, Not Just a Model 00:10:48 The Power of Technology Partnerships 00:17:11 Case Study: Predictive Maintenance in Oil & Gas 00:20:18 How Agentic Systems Prevent $250k/Hour Downtime 00:24:22 The Future: Mainframe Modernization & Industrial IoT 00:28:28 Key Takeaway: Partnerships Build Outcomes 00:30:22 Final Advice: Data Strategy is the Foundation

Episode 419 of The VentureFizz Podcast features Chip Hazard, General Partner at Flybridge. Before we get into the details of Chip's career, I have to call out a random fun fact: Chip is the only VC with his own action figure, yes – it's true. There's a DreamWorks animated movie called Small Soldiers. The lead character is named Chip Hazard, voiced by Tommy Lee Jones. As you'll hear in this episode, there's a great story suggesting that the character's name was actually inspired by Chip himself, which absolutely makes sense once you hear the story. But beyond the fun facts, as you'll hear, Chip has a major leg up on most investors because he's successfully navigated multiple platform shifts – from the internet and mobile to the cloud and now AI. What's impressive is that Chip and the team at Flybridge saw this latest AI shift coming long before the hype. For proof, you just have to look at his blog post titled “Applied AI: Beyond the Algorithms” which he published all the way back in 2019. Chip has backed some of the most impactful companies in tech, like MongoDB back when it was still called 10Gen. Today, it's a public company with a $20B+ dollar market cap, and Chip still serves on the board. His portfolio also includes Nasuni which was valued at $1.2 billion following a strategic investment led by Vista Equity Partners in 2024. If you aren't familiar with Flybridge, they are a seed-stage firm investing in ambitious founders leveraging the power of AI. Last September, they announced their latest fund, a $100M seventh fund. Chapters: 00:00 Introduction 04:15 A movie character named after Chip in Small Soldiers 05:39 The Current AI Platform Shift & Patterns he has seen 09:48 Decades of blogging experience and how they stayed ahead of the curve 11:23 Chip's background 12:49 Stanford and Athletics 14:00 How Chip got his career started 15:29 Discovering Venture Capital and Landing at Greylock 19:27 A Walk Through His Investments at Greylock 24:50 Starting Flybridge 28:18 The Details about Flybridge 29:46 What gets you to the point of saying YES to entrepreneurs 32:20 Company storytelling at the seed stage 34:11 Investing in MongoDB 36:46 Key Decisions for MongoDB 42:38 Investing in Nasuni 43:41 Other company investments 46:05 Why They Invested in VoiceRun 48:38 Details on xfactor ventures 51:12 Advice for Entrepreneurs on Conducting Due Diligence on Investors 53:01 How VCs Handle an Investment Post-IPO 55:12 Three apps Chip can't live without 57:08 Podcast Recommendations Podcast Sponsor: This podcast is brought to you by one of the strongest longtime supporters of the local startup ecosystem, Silicon Valley Bank, a division of First Citizens Bank. With more than 1,500 bankers and relationship advisors and $44B in loans as of Q4 2025 – SVB delivers expert guidance, specialized products and a team that knows the innovation economy inside and out. Learn more at SVB.com.

Monorepos -- you've heard the talks, you've read the blog posts, maybe you've seen a few tantalizing glimpses into how Google or Meta organize their massive codebases. But it's often in the abstract and behind closed doors. What if you could crack open a real, production monorepo, one with over a million lines of Python and over 100 of sub-packages, and actually see how it's built, step by step, using modern tools and standards? That's exactly what Apache Airflow gives us. On this episode, I sit down with Jarek Potiuk and Amogh Desai, two of Airflow's top contributors, to go inside one of the largest open-source Python monorepos in the world and learn how they manage it with uv, pyproject.toml, and the latest packaging standards, so you can apply those same patterns to your own projects. Episode sponsors Agentic AI Course Python in Production Talk Python Courses Links from the show Guests Amogh Desai: github.com Jarek's GitHub: github.com definition of a monorepo: monorepo.tools airflow: airflow.apache.org Activity: github.com OpenAI: airflowsummit.org Part 1. Pains of big modular Python projects: medium.com Part 2. Modern Python packaging standards and tools for monorepos: medium.com Part 3. Monorepo on steroids - modular prek hooks: medium.com Part 4. Shared “static” libraries in Airflow monorepo: medium.com PEP-440: peps.python.org PEP-517: peps.python.org PEP-518: peps.python.org PEP-566: peps.python.org PEP-561: peps.python.org PEP-660: peps.python.org PEP-621: peps.python.org PEP-685: peps.python.org PEP-723: peps.python.org PEP-735: peps.python.org uv: docs.astral.sh uv workspaces: blobs.talkpython.fm prek.j178.dev: prek.j178.dev your presentation at FOSDEM26: fosdem.org Tallyman: github.com Watch this episode on YouTube: youtube.com Episode #540 deep-dive: talkpython.fm/540 Episode transcripts: talkpython.fm Theme Song: Developer Rap

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

You're adding type hints to your Python code, your editor is happy, autocomplete is working great. But then you switch tools and suddenly there are red squiggles everywhere. Who decides what a float annotation actually means? Or whether passing None where an int is expected should be an error? It turns out there's a five-person council dedicated to exactly these questions -- and two brand-new Rust-based type checkers are raising the bar. On this episode, I sit down with three members of the Python Typing Council -- Jelle Zijlstra, Rebecca Chen, and Carl Meyer -- to learn how the type system is governed, where the spec and the type checkers agree and disagree, and get the council's official advice on how much typing is just enough. Episode sponsors Sentry Error Monitoring, Code talkpython26 Agentic AI Course Talk Python Courses Links from the show Guests Carl Meyer: github.com Jelle Zijlstra: jellezijlstra.github.io Rebecca Chen: github.com Typing Council: github.com typing.python.org: typing.python.org details here: github.com ty: docs.astral.sh pyrefly: pyrefly.org conformance test suite project: github.com typeshed: github.com Stub files: mypy.readthedocs.io Pydantic: pydantic.dev Beartype: github.com TOAD AI: github.com PEP 747 – Annotating Type Forms: peps.python.org PEP 724 – Stricter Type Guards: peps.python.org Python Typing Repo (PRs and Issues): github.com Watch this episode on YouTube: youtube.com Episode #539 deep-dive: talkpython.fm/539 Episode transcripts: talkpython.fm Theme Song: Developer Rap

Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of stock markets tumbling worldwide — and oil prices extending Monday's big rally -- on fears of a prolonged Middle East conflict, with the Iran war now in its fourth day. Private credit concerns also in the mix: Shares of alternative asset managers under pressure after Blackstone said its flagship private credit fund was hit by a surge in redemptions. Also in focus: More woes for software as MongoDB plunges, what JPMorgan Chase CEO Jamie Dimon told CNBC about the Iran conflict and inflation, travel stocks extend losses, the deal that sent one particular stock soaring by 60%, Best Buy and Target rise on earnings.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tensions grow in the Middle East with Iran retaliating against the U.S. strikes that killed Iran's leader. Kevin Green points to crude oil's surge Tuesday morning and a spike in the VIX as key components to the start of a sharp downside market move. KG adds that similar commodities like natural gas and heating oil rallying as well, which will trickle into higher energy prices in the U.S. On the earnings front, KG touches on MongoDB's (MDB) stock plunge after beating but disappointing in guidance. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this minisode, Cedric Pech, President of Field Operations at MongoDB and former CRO, shares a formative leadership moment from early in his career at PTC that shaped how he thinks about building revenue organizations. He tells the story of a manager who invested in him personally before he had proven himself professionally. It is a lesson in what real leadership looks like under pressure. For CROs and frontline leaders alike, this clip is a reminder that culture is built in moments like these, not in mission statements. Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

Digital humanities sounds niche, until you realize it can mean a searchable archive of U.S. amendment proposals, Irish folklore, or pigment science in ancient art. Today I'm talking with David Flood from Harvard's DARTH team about an unglamorous problem: What happens when the grant ends but the website can't. His answer, static sites, client-side search, and sneaky Python. Let's dive in. Episode sponsors Sentry Error Monitoring, Code talkpython26 Command Book Talk Python Courses Links from the show Guest David Flood: davidaflood.com DARTH: digitalhumanities.fas.harvard.edu Amendments Project: digitalhumanities.fas.harvard.edu Fionn Folklore Database: fionnfolklore.org Mapping Color in History: iiif.harvard.edu Apatosaurus: apatosaurus.io Criticus: github.com github.com/palewire/django-bakery: github.com sigsim.acm.org/conf/pads/2026/blog/artifact-evaluation: sigsim.acm.org Hugo: gohugo.io Water Stories: waterstories.fas.harvard.edu Tsumeb Mine Notebook: tmn.fas.harvard.edu Dharma and Punya: dharmapunya2019.org Pagefind library: pagefind.app django_webassembly: github.com Astro Static Site Generator: astro.build PageFind Python Lib: pypi.org Frozen-Flask: frozen-flask.readthedocs.io Watch this episode on YouTube: youtube.com Episode #538 deep-dive: talkpython.fm/538 Episode transcripts: talkpython.fm Theme Song: Developer Rap

Scaling from regional VP to global CRO is not a promotion. It is a shift from managing execution to defining meaning at scale. In this replay conversation, Cedric Pech reflects on leading a 2,000-person global sales organization at MongoDB, integrating complex routes to market, and building culture that withstands market volatility. He breaks down the difference between compensation-driven leadership and purpose-driven leadership, why execution alone creates burnout, and how resilient organizations are built long before downturns arrive. For CROs and revenue leaders navigating scale, volatility, or retention pressure, this episode offers a grounded perspective on building durable teams without burning them out. Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

This week on JavaScript Jabber, we're joined (again!) by Val Karpov — the maintainer of Mongoose — to talk about what's new in Mongoose 9, how async stack traces are changing the debugging game, and why AI is quietly reshaping the way we build developer tools.We dig into stricter TypeScript support, the removal of callback-based middleware, and what it really takes to modernize a massive codebase. Then we shift gears into Mongoose Studio, a schema-aware, AI-enhanced MongoDB GUI that brings streaming query results, map visualizations, and even LLM-powered document generation into your workflow. If you've ever wrestled with debugging database issues or squinting at raw JSON, this episode will get your wheels turning.We also explore Cassandra integration, vector search, Bun vs. Deno, and what AI means for the future of software engineering. There's a lot here — especially if you're working in Node.js, MongoDB, or building backend-heavy JavaScript apps.

In this episode, Michael Lynn (MongoDB) and Yang Li (Google Cloud) break down the architectural blueprint for building intelligent, production-grade applications. Move beyond simple RAG (Retrieval-Augmented Generation) and explore the world of AI Agents.What you'll learn:The Google Cloud AI stack: Vertex AI, Agent Space, and Model Garden.Deep-dive integration: Connecting MongoDB Atlas with BigQuery and Dataflow.Real-world Demo: Building a grocery store AI assistant using Gemini and Vector Search.Startup Perks: How to access up to $350k in Google Cloud credits and $10k in MongoDB credits.

You love building web apps with Python, and HTMX got you excited about the hypermedia approach -- let the server drive the HTML, skip the JavaScript build step, keep things simple. But then you hit that last 10%: You need Alpine.js for interactivity, your state gets out of sync, and suddenly you're juggling two unrelated libraries that weren't designed to work together. What if there was a single 11-kilobyte framework that gave you everything HTMX and Alpine do, and more, with real-time updates, multiplayer collaboration out of the box, and performance so fast you're actually bottlenecked by the monitor's refresh rate? That's Datastar. On this episode, I sit down with its creator Delaney Gillilan, core maintainer Ben Croker, and Datastar convert Chris May to explore how this backend-driven, server-sent-events-first framework is changing the way full-stack developers think about the modern web. Episode sponsors Sentry Error Monitoring, Code talkpython26 Command Book Talk Python Courses Links from the show Guests Delaney Gillilan: linkedin.com Ben Croker: x.com Chris May: everydaysuperpowers.dev Datastar: data-star.dev HTMX: htmx.org AlpineJS: alpinejs.dev Core Attribute Tour: data-star.dev data-star.dev/examples: data-star.dev github.com/starfederation/datastar-python: github.com VSCode: marketplace.visualstudio.com OpenVSX: open-vsx.org PyCharm/Intellij plugin: plugins.jetbrains.com data-star.dev/datastar_pro: data-star.dev gg: discord.gg HTML-ivating your Django web app's experience with HTMX, AlpineJS, and streaming HTML - Chris May: www.youtube.com Senior Engineer tries Vibe Coding: www.youtube.com 1 Billion Checkboxes: checkboxes.andersmurphy.com Game of life example: example.andersmurphy.com Watch this episode on YouTube: youtube.com Episode #537 deep-dive: talkpython.fm/537 Episode transcripts: talkpython.fm Theme Song: Developer Rap

Michael Truell, CEO of Cursor, sits down with Patrick Collison, CEO of Stripe and an investor in Anysphere, to talk about Collison's history with Smalltalk and Lisp, the MongoDB and Ruby decisions Stripe still lives with 15 years later, why he'd spend even more time on API design if he could do it over, and whether AI is actually showing up in economic productivity data. This episode originally aired on Cursor's podcast.   Resources:  Follow Patrick Collison on X:   https://twitter.com/patrickc Follow Michael Truell on X: https://twitter.com/mntruell Follow Cursor: https://www.youtube.com/@cursor_ai Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show 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.

You've built your FastAPI app, it's running great locally, and now you want to share it with the world. But then reality hits -- containers, load balancers, HTTPS certificates, cloud consoles with 200 options. What if deploying was just one command? That's exactly what Sebastian Ramirez and the FastAPI Cloud team are building. On this episode, I sit down with Sebastian, Patrick Arminio, Savannah Ostrowski, and Jonathan Ehwald to go inside FastAPI Cloud, explore what it means to build a "Pythonic" cloud, and dig into how this commercial venture is actually making FastAPI the open-source project stronger than ever. Episode sponsors Command Book Python in Production Talk Python Courses Links from the show Guests Sebastián Ramírez: github.com Savannah Ostrowski: github.com Patrick Arminio: github.com Jonathan Ehwald: github.com FastAPI labs: fastapilabs.com quickstart: fastapicloud.com an episode on diskcache: talkpython.fm Fastar: github.com FastAPI: The Documentary: www.youtube.com Tailwind CSS Situation: adams-morning-walk.transistor.fm FastAPI Job Meme: fastapi.meme Migrate an Existing Project: fastapicloud.com Join the waitlist: fastapicloud.com Talk Python CLI Talk Python CLI Announcement: talkpython.fm Talk Python CLI GitHub: github.com Command Book Download Command Book: commandbookapp.com Announcement post: mkennedy.codes Watch this episode on YouTube: youtube.com Episode #536 deep-dive: talkpython.fm/536 Episode transcripts: talkpython.fm Theme Song: Developer Rap

When a popular antivirus and even Notepad++ turn into infection vectors after supply chain breaches, it's clear no software is safe from attack—or from its own update system. Steve and Leo unpack the risks hiding right inside your next auto-update. An anti-virus system infects its own users. Apple's next iOS release "fuzzes" cellular locations. cURL discontinues bug bounties under bogus AI flood. AI discovers and fixes 15 CVE-worthy 0-days in OpenSSL. Ireland did NOT already pass their spying legislation. AI irreversibly deletes all project files. Says it's sorry. Windows has a serious global clipboard security problem. ISPs have the ability to monetize their subscriber's identities. MongoDB has lowered the hacking skill level bar to the floor Show Notes - https://www.grc.com/sn/SN-1063-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit meter.com/securitynow bitwarden.com/twit material.security guardsquare.com