Podcasts about ramp

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Latest podcast episodes about ramp

Invest Like the Best with Patrick O'Shaughnessy
Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later Jun 30, 2026 87:21


My guests today are Gavin Uberti and Rob Wachen, the founders of Etched.  A few years ago, when they set out to build a better AI chip than the largest companies in the world, almost everyone I called told me it could not be done. They have since done it, taping out a working chip on their first attempt and becoming the first hardware company founded after ChatGPT to do so. They already have more than a billion dollars of customer demand for their first product, and have raised eight hundred million dollars to build it.  Etched builds chips and systems designed to run AI models faster and at lower cost. They started the company in 2023, and that product is a complete rack for inference, the chip along with the boards, the power delivery, the interconnects, and the manufacturing to produce it all. We talk about the technical bets behind their architecture, how they hired industry legends and paired them with elite 22 year-olds, and why they believe inference will become one of the largest markets in the world. I think you will find the story of what they have built hard to forget. Please enjoy my conversation with Gavin and Rob. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:07) Gavin Uberti and Rob Wachen (00:03:54) Two 21-Year-Olds Taking on NVIDIA (00:07:52) The Two Technical Bets Behind Their Architecture (00:14:15) Why Inference Becomes the Biggest Market (00:20:23) Rob and Gavin's Origins Stories (00:28:38) How They Recruit Industry Legends (00:36:30) Moving a Dozen Engineers to Bangalore for Six Months (00:38:01) Speed Wins (00:43:58) Getting More Concurrency Out of Every Megawatt (00:52:44) Vertical Integration (00:57:43) Hardest Obstacles to Overcome (01:01:09) Raising The Largest AI Chip Series A Ever (01:06:29) TSMC (01:13:20) Designing Gen 2 for Gigawatt-Scale Production (01:16:42) Why Machines Don't Think Like People (01:20:03) A Year of Compute Compressed Into a Month (01:23:44) The Trillion-Dollar Data Center (01:26:19) The Kindest Thing

Founders
#423 Soichiro Honda

Founders

Play Episode Listen Later Jun 28, 2026 48:19


What I learned from reading Honda: The Man and His Machines by Sol Sanders. Made possible by: Ramp: ⁠https://ramp.com⁠  Applovin: ⁠https://www.applovin.com/⁠  Vanta: ⁠https://vanta.com/founders

ramp vanta applovin soichiro honda
The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E
Investor Stories 481: Lessons Learned from Centana Growth, a16z, and Emergence: Trusting Management, Spotting Original Thinkers, and Investing Before Revenue (Byunn, Ulevitch, Saper)

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

Play Episode Listen Later Jun 25, 2026 5:23


On this special segment of The Full Ratchet, the following Investors are featured: Eric Byunn of Centana Growth David Ulevitch of Andreessen Horowitz Jake Saper of Emergence Capital We asked guests to tell the most important lesson they've learned in their career. 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 Betcha Radio
The Most Stressful Place in America Is a Boat Ramp

You Betcha Radio

Play Episode Listen Later Jun 24, 2026 109:08


Save 20% on your first online Lucy order at lucy.co/youbetcha with promo code youbetchaWe kick things off by chatting about the viral firefighter video—check it out on our main page! Then, we dive into the ultimate debate: what is the difference between cabin boat owners and regular boat owners? We also discuss the high-stress nightmare that is launching a boat at a public access ramp.In segment two, we give you the best tips and tricks on how to be a good golf cart mate. Finally, we wrap up the episode with a doomsday bunker draft and a fun fact from Tyler.

Invest Like the Best with Patrick O'Shaughnessy
Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later Jun 23, 2026 69:37


My guest today is Vlad Barbalat, the Chief Investment Officer of Liberty Mutual Investments, the $120 billion investment platform that sits within one of the largest insurance companies in the world.  Vlad grew up in Soviet Moldova, came to America in 1990, and built a career that eventually led him to one of the most distinctive capital allocator seats anywhere in finance.  Today we talk about how the mutual insurance structure creates a unique investment platform, what Liberty looks for in a new deal or partner, and what it means to build a career and a life in a country that gave you opportunities you never would have had anywhere else.  Please enjoy my conversation with Vlad Barbalat. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Timestamps: (00:00:00) Welcome to Invest Like The Best (00:00:53) Vlad Barbalat (00:01:28) The Most Interesting Seat in the Market (00:05:53) Breaking Down the $120B (00:10:41) How the Portfolio Is Constructed (00:11:00) The House View (00:13:49) What Liberty Looks for in a GP (00:16:32) Why Not Just Buy Bonds (00:18:30) Benefits of the Mutual Structure (00:23:40) The Luxury of the American Citizen Through Immigrant Eyes (00:30:26) How Immigration Shaped His Worldview (00:32:45) Direct Deals vs. GP Allocations (00:35:23) Branded Capital (00:39:07) Geopolitics & Investing (00:43:48) AI's Impact on Investing (00:46:22) The Valuation Debate (00:50:47) Public vs. Private Markets (00:53:53) Lessons from Goldman (00:54:41) Why Excellence Matters (00:57:30) Managing Permanent Capital (01:03:54) The Kindest Thing 

Jason Daily
619 The NEW AI Agent Approach for Accounting Firms [An entirely new AI agent platform for firms]

Jason Daily

Play Episode Listen Later Jun 23, 2026 56:48


The Colin and Samir Show
CANNES DAY 1: Anthpo, Ramp, and The Best Ads of the Year

The Colin and Samir Show

Play Episode Listen Later Jun 22, 2026 60:31


Live from the LinkedIn Lounge at Cannes Lions, we break down why traditional advertising is broken and what's actually working today. Spending millions on a single, polished TV commercial doesn't work anymore—it just gets lost in the noise. We sit down with creator Anthpo, Ramp's Kendall Hope Tucker, and Adobe's Lara Balazs to look at how real brands are catching people's attention by being entertaining and acting like creators themselves. What we cover: The Power of Stunts: Why Ramp puts Kevin from The Office in a glass box, and how they pull it off without a corporate committee ruining the idea. The New Brand Deal: Why creators are moving past basic shoutouts and actually helping big companies build their entire strategy. Moving Fast with AI: How Adobe uses new tools to handle the boring parts of making videos and images so teams can focus on the big ideas. The End of Google Search: Why people are looking for things inside AI chatbots instead of search engines, and what that means for brands. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Bar Exam Toolbox Podcast: Pass the Bar Exam with Less Stress
352: Listen and Learn -- MBE vs. NextGen Multiple Choice: Civil Procedure

The Bar Exam Toolbox Podcast: Pass the Bar Exam with Less Stress

Play Episode Listen Later Jun 22, 2026 28:57


Welcome back to the Bar Exam Toolbox podcast! This episode is part of the series in which we demystify the shift from MBE to NextGen multiple-choice questions. Today Lee walks through four questions on civil procedure -- two in classic MBE style and two in the NextGen format. Wondering how to keep straight two doctrines that sound alike: personal jurisdiction and subject matter jurisdiction? Find out in this episode!  In this episode, we discuss: Question 1: Personal jurisdiction (MBE) Question 2: Subject matter jurisdiction (MBE) Question 3: Subject matter jurisdiction (NextGen) Question 4: Issue-spotting (NextGen) Study tips for multiple-choice questions RAMP study tool Resources: https://barexamtoolbox.com/ramp (https://barexamtoolbox.com/ramp) Podcast Episode 92: Listen and Learn – Subject Matter Jurisdiction (https://barexamtoolbox.com/podcast-episode-92-listen-and-learn-subject-matter-jurisdiction/) Podcast Episode 169: Listen and Learn – Personal Jurisdiction (Civ Pro) (https://barexamtoolbox.com/podcast-episode-169-listen-and-learn-personal-jurisdiction-civ-pro/) Podcast Episode 148: Listen and Learn – Claim and Issue Preclusion (Civil Procedure) (https://barexamtoolbox.com/podcast-episode-148-listen-and-learn-claim-and-issue-preclusion-civil-procedure/) Download the Transcript (https://barexamtoolbox.com/episode-352-listen-and-learn-mbe-vs-nextgen-multiple-choice-civil-procedure/) If you enjoy the podcast, we'd love a nice review and/or rating on Apple Podcasts (https://itunes.apple.com/us/podcast/bar-exam-toolbox-podcast-pass-bar-exam-less-stress/id1370651486) or your favorite listening app. And feel free to reach out to us directly. You can always reach us via the contact form on the Bar Exam Toolbox website (https://barexamtoolbox.com/contact-us/). Finally, if you don't want to miss anything, you can sign up for podcast updates (https://barexamtoolbox.com/get-bar-exam-toolbox-podcast-updates/)! Thanks for listening! Alison & Lee

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E
511. The Future of Military Planning: Defense Tech Beyond the Bubble, AI Software as Combat Power, and the Rise of AI Wargaming (Grant Demaree)

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

Play Episode Listen Later Jun 22, 2026 48:13


Grant Demaree of Onebrief joins Nick to discuss The Future of Military Planning: Defense Tech Beyond the Bubble, AI Software as Combat Power, and the Rise of AI Wargaming. In this episode we cover: West Point and Army Background's Impact on Founding One Brief Challenges and Insights in Military Planning Co-Founder Relationships and Founder Mode Future of One Brief and Defense Tech Defense Tech and American Hegemony Military Staff of the Future Guest Links: Grant's LinkedIn Grant's X Onebrief's LinkedIn Onebrief's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Founders
#422 Joseph Pulitzer

Founders

Play Episode Listen Later Jun 20, 2026 52:38


What I learned from reading Pulitzer: A Life in Politics, Print, and Power by James McGrath Morris. Made possible by: Ramp: ⁠https://ramp.com⁠ Applovin: ⁠https://www.applovin.com/⁠ Vanta: ⁠https://vanta.com/founders

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E
Investor Stories 480: The Traits of Visionary Founders: Customer Obsession, Self Disruption, and Why Love Can Be a Competitive Advantage (Dillon, Patnam, Ries)

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

Play Episode Listen Later Jun 18, 2026 7:25


On this special segment of The Full Ratchet, the following Investors are featured: Natalie Dillon of Maveron Sandesh Patnam of Premji Invest Eric Ries Author of The Lean Startup We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

The Daily Crunch – Spoken Edition
Sixty percent of U.S. consumers say ‘AI' in brand messaging is a turnoff; plus, Anthropic's latest feud with the Trump admin may actually help it

The Daily Crunch – Spoken Edition

Play Episode Listen Later Jun 18, 2026 8:23


WordPress VIP's latest survey suggests consumers are wary of AI-generated answers even as companies increasingly view AI search as an important referral channel. Also, Anthropic's popularity with business users is growing so well that the latest beef with the government might actually boost it, data from Ramp suggests. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Big Technology Podcast
AI Fact or Fiction: The Fable Ban, Tokenmaxxing, Saaspocolypse — With Ara Kharazian

Big Technology Podcast

Play Episode Listen Later Jun 17, 2026 48:21


Ara Kharazian is the lead economist at Ramp. Kharazian joins Big Technology to discuss how much companies are actually spending on AI and whether that spending is producing real value. Tune in to hear why Anthropic has overtaken OpenAI among businesses, how AI spending varies dramatically from company to company, and whether “tokenmaxing” is really happening. We also cover Anthropic's clash with the White House, the resurgence of DeepSeek, Google's underrated position in AI, and whether the predicted SaaS apocalypse is materializing. Hit play for a data-driven look at which AI narratives are real, which are exaggerated, and where business adoption goes next. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Candace Cameron Bure Podcast
The On-Ramp: How to Find Your Way Back To Each Other

The Candace Cameron Bure Podcast

Play Episode Listen Later Jun 16, 2026 45:23


Have you ever been so ready to fix something that you forgot to ask if fixing was even what was needed? In this final episode of the six-part series with therapist and communication coach Jason VanRuler, Candace and Jason shift from how we disconnect to how we reconnect. What does the on-ramp actually look like? It starts with willingness, with curiosity, and with giving the people we love room to grow at their own speed. Listener questions take center stage here: A wife who has been worn down by a husband who seems chronically disappointed. A person who absorbs everyone's moods and can't shake them. A newly married woman asking what no one told her going in. Jason's answers are practical and honest, and Candace adds what she has actually lived, including the moment she realized that praying together changed everything in her own marriage. This one brings the series home with tools you can use today, and a reminder that the relationships worth having are worth the long game. Go to candace.com to join the email list, get the Healthy Connection Guide, and ask your own questions. You can also grab Jason's book and access more resources from the series. Life is like a rollercoaster, but it's better when we go through it together. Connect with Candace and Jason  Candace on Instagram @candacecbure  Follow the Podcast on Instagram @candacecameronburepodcast  Follow the Podcast on TikTok @ccbpodcast Jason on IG: https://www.instagram.com/jason.vanruler/ Jason on Youtube https://www.youtube.com/c/Jasonvrcounselor Website: https://www.jasonvr.com/ Sponsors For This Episode PHD – Visit myphdweightloss.com and call #864-644-1900 and mention Candace.  IFCJ ifcj.com  NOCD - Book a free call by visiting nocd.com GCU gcu.edu 316 Financial https://bank316.com/candace-cameron-bure Learn more about your ad choices. Visit megaphone.fm/adchoices

Invest Like the Best with Patrick O'Shaughnessy
Kareem Amin - The Unusual Approach to Company Building - [Invest Like the Best, EP.478]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later Jun 16, 2026 56:41


My guest today is Kareem Amin, co-founder and CEO of Clay. Clay has become one of the fastest-growing software companies of the last few years, valued at over four billion dollars. It helps companies find their best customers and reach them at scale. But this conversation is about a lot more than Clay. Kareem is one of the most original thinkers I know.  We talk about the statues he keeps at the center of how he runs Clay — truth, justice, and courage — and what those words demand of him in practice. We talk about risk, ambition, and what he learned about both on a ten-day silent meditation retreat.  I've had a lot of conversations with Kareem over the years. This is one I'll remember. Please enjoy this unique conversation with Kareem Amin. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Kareem Amin (00:03:07) Clay's Origin (00:10:50) Truth, Courage and Justice (00:16:09) Adulation (00:18:28) Risk, Courage & Self-Respect (00:21:14) Jony Ive & Steve Jobs (00:21:42) Role of Introspection (00:23:08) Lack to Wholeness (00:27:27) The Day Five Insight (00:29:57) Running a Startup Unusually (00:34:41) Learning from Magicians (00:36:27) Music's Role in Your Life (00:39:38) Making People Feel Something New (00:41:20) Vision in Company Building (00:44:29) Wealth & What It's Taught You (00:47:40) All Problems Are Communication Problems (00:52:14) Death Doula & Scaling (00:55:06) The Kindest Thing

Podcast Notes Playlist: Latest Episodes
Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later Jun 12, 2026


Invest Like the Best: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- My guest today is Alex Sacerdote, founder of Whale Rock Capital Management.  Whale Rock is a technology focused investment firm that manages more than $17 billion across hedge fund, long only, and hybrid strategies. Over the past three years it has been one of the best performing hedge funds, compounding at roughly 44 percent a year. Alex invests through a single lens that he has refined over twenty years. He looks for technology S-curves, durable competitive advantages, and underappreciated earnings power.  This conversation is a tour through how he applies that framework right now. We start with his highest conviction position, which is Anthropic, and use it to work through the entire AI stack from chips to models to applications.  Please enjoy my conversation with Alex Sacerdote. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:00:00) Welcome to Invest Like The Best (00:02:29) Alex Sacerdote (00:03:08) Anthropic: Highest Conviction Position (00:13:23) Investing in Private Markets at Scale (00:19:08) S-Curves: The Full Framework (00:25:08) When to Buy Tech Companies (00:30:20) Identifying the Leader from the Pack (00:34:04) Anthropic & OpenAI's Competitive Moats (00:37:31) AI's Threat to Enterprise Software (00:43:18) Network Effects in the Agent Era (00:44:22) The Hardware Renaissance: Chips & Infrastructure (00:53:56) Why So Few Investors Get This Right (00:55:36) Key Risks to the AI Bull Case (00:57:47) The Application Layer (00:59:40) How AI Is Changing Research at WhaleRock (01:02:53) The Role of Investor Networks & Idea Sharing (01:03:40) Building a Multi-Product Firm (01:07:58) WhaleRock as a Learning Machine (01:09:15) The Kindest Thing

Josh Bersin
Irresistible Wrapup, New Economics of AI, And Why AI is Like Traditional IT

Josh Bersin

Play Episode Listen Later Jun 12, 2026 16:01


Here's my brief recap of the amazing Irresistible 2026 (photos coming), and my discussion with clients about many things, including the new insane costs of AI. I just read a study that Ramp (credit card) did, discovering that the top AI users are spending $7500 per month per employee on AI. (Yikes!) That aside, the conference was spectacular and we all learned a lot. Stay tuned for a more detailed article on the Pacesetters and other major research we unveiled. In the meantime here's my update on economics and AI maturity (companies are maturing and learning about this stuff quickly), as well as my heartfelt thanks to everyone who participated. Additional Information Announcements: The Josh Bersin Institute, HR 2030, And The Global HR Excellence Certification. HR 2030: Overview and Detailed Blueprint for clients and Galileo Users AI Prices Are Going Up, Up, Up – And What This Means For Enterprise AI Chapters (00:00:00) - Irresistible Conference 2017(00:00:55) - What I Learned at the Conference on AI & the Code(00:01:52) - The role of data in AI HR(00:03:44) - The Token Economics of AI(00:08:03) - Intro to Enterprise AI and HR(00:12:29) - The Future of AI HR(00:15:42) - Happy Summer Solstice!

Kick-off met Valentijn Driessen
'Uitvallen Dumfries zou een ramp zijn voor Oranje'

Kick-off met Valentijn Driessen

Play Episode Listen Later Jun 12, 2026 32:58


Het WK is van start! En dus bespreken Valentijn Driessen, Mike Verweij, Jeroen Kapteijns en Hein Keijser de allereerste wedstrijd van het toernooi in de voetbalpodcast Kick-off Oranje. Verder gaat het over de training van Oranje, waar Bart Verbruggen individueel trainde. Bij Japan heeft de aanvoerder van het elftal, Wataru Endo, geblesseerd moeten afhaken. Wat betekent dit voor de wedstrijd tegen Nederland, en komt een volgende ronde voor Japan in gevaar? En: The special one is eigenlijk de Louis van Gaal van Portugal en Uefa en Fifa delen speldenprikjes aan elkaar uit. See omnystudio.com/listener for privacy information.

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E
Investor Stories 479: Startup Lessons from Steve Blank, Seth Levine, and Ben Orthlieb: Hubris, Influence, and Founder Selection (Orthlieb, Levine, Blank)

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

Play Episode Listen Later Jun 11, 2026 6:14


On this special segment of The Full Ratchet, the following Investors are featured: Ben Orthlieb of Blue Moon Seth Levine of Foundry Steve Blank is an Adjunct Professor at Stanford We asked guests to tell the most important lesson they've learned in their career. 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.

Founders
#421 Jony Ive

Founders

Play Episode Listen Later Jun 10, 2026 52:45


What I learned from reading Jony Ive: The Genius Behind Apple's Greatest Products by  Leander Kahney. Made possible by: Ramp: https://ramp.com Axon by Applovin: https://axon.ai/founders Vanta: https://vanta.com/founders

Cloud Accounting Podcast
AI Beats Humans at Bookkeeping & Powers Finance Team of One

Cloud Accounting Podcast

Play Episode Listen Later Jun 10, 2026 63:22


Can AI now do bookkeeping better than humans? Blake and David dig into new data showing major AI models outperforming outsourced accountants on basic transaction coding, then explore what that means for firms, finance teams, and the future of audit. They also cover a one-person finance team powered by AI agents, KPMG's scramble to keep up, and why the accounting talent shortage still isn't going away.SponsorsOnPay - http://accountingpodcast.promo/onpayThe Value Builder System - http://accountingpodcast.promo/valueR.E. Cost Seg - http://accountingpodcast.promo/recostsegChapters(00:00) - TAP 491 (00:38) - Top stories preview (03:23) - OnPay support story (04:08) - Finance team of one (06:49) - LLMs vs humans benchmarks (09:15) - Ramp Stack agents (13:04) - Digits interview begins (19:55) - Outcome pricing and skills (28:05) - Livestream Q&A reactions (29:27) - Future of audit Oath (30:29) - Oath AI Audit Vision (31:46) - Continuous Audit Workflow (32:21) - Business Model Debate (33:02) - Big Four On Alert (33:07) - Accounting Engineer Hiring (33:47) - KPMG Courts AI Startups (35:15) - Talent Shortage Worsens (36:31) - Why Seniors Are Scarce (39:55) - Ramp Stack AI Agents (47:14) - Procurement Agents And Valuation (48:50) - KPMG Token Maxing Dashboard (52:31) - KPMG Australia Fallout (54:45) - Trump Tax Settlement Update (56:14) - IRS Leadership Vacuum (59:28) - Wrap Up And Earmark News  Show NotesDigits "Beyond the AI Hype" Benchmark — AI Models Now Beat Human Accountantshttps://blog.insightfulaccountant.com/digits-releases-latest-edition-of-their-beyond-the-ai-hype-benchmarkRamp Launches Stack, an AI Operating System for Accounting Firmshttps://www.prnewswire.com/news-releases/ramp-launches-stack-an-ai-operating-system-for-accounting-firms-302789630.htmlRamp Launches Fleet of AI Agents Across Its Procurement Platformhttps://www.prnewswire.com/news-releases/ramp-launches-fleet-of-ai-agents-across-its-procurement-platform-302756657.htmlRamp Raises $750 Million Series F at $44 Billion Valuationhttps://www.prnewswire.com/news-releases/ramp-raises-series-f-at-44-billion-valuation-302791103.htmlAccounting Talent Shortage Surges — Accounting Todayhttps://www.accountingtoday.com/news/accounting-talent-shortage-surgesEx-PCAOB Regulator Joins AI Audit Startup Oath Targeting 80% Automationhttps://thefinancestory.com/ex-pcaob-regulator-joins-ai-native-audit-firm-oathKPMG Exploring Start-Up Deals in Silicon Valley to Counter AI Threat — Financial Timeshttps://www.internationalaccountingbulletin.com/news/kpmg-exploring-start-up-deals/KPMG Sets 75% AI Usage Target with New Dashboard, Employees Flag It's Easy to Game — Business Insiderhttps://www.aol.com/articles/kpmg-now-dashboard-where-consultants-154532433.htmlAmazon Shuts Down Internal AI Leaderboard After Employees Inflate Usage via Tokenmaxxinghttps://www.hcamag.com/us/specialization/hr-technology/amazon-shuts-down-ai-leaderboard-after-tokenmaxxing/577189KPMG Australia CEO Andrew Yates Resigns Amid Whistleblower Scandalhttps://www.internationalaccountingbulletin.com/news/kpmg-australia-ceo-andrew-yates-resigns-amid-whistleblower-scandal/Trump Administration Drops $1.8 Billion Anti-Weaponization Fund — Todd Blanche Testimonyhttps://www.cnbc.com/2026/06/02/doj-fund-trump-todd-blanche.htmlBessent Says He Is Performing IRS Commissioner Duties Amid Trump Tax Settlement Scrutinyhttps://www.cnbc.com/2026/06/03/bessent-irs-commissioner-trump-tax-settlement-doj-fund.htmlNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Over...

Invest Like the Best with Patrick O'Shaughnessy
Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later Jun 9, 2026 70:47


My guest today is Alex Sacerdote, founder of Whale Rock Capital Management.  Whale Rock is a technology focused investment firm that manages more than $17 billion across hedge fund, long only, and hybrid strategies. Over the past three years it has been one of the best performing hedge funds, compounding at roughly 44 percent a year. Alex invests through a single lens that he has refined over twenty years. He looks for technology S-curves, durable competitive advantages, and underappreciated earnings power.  This conversation is a tour through how he applies that framework right now. We start with his highest conviction position, which is Anthropic, and use it to work through the entire AI stack from chips to models to applications.  Please enjoy my conversation with Alex Sacerdote. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:00:00) Welcome to Invest Like The Best (00:02:29) Alex Sacerdote (00:03:08) Anthropic: Highest Conviction Position (00:13:23) Investing in Private Markets at Scale (00:19:08) S-Curves: The Full Framework (00:25:08) When to Buy Tech Companies (00:30:20) Identifying the Leader from the Pack (00:34:04) Anthropic & OpenAI's Competitive Moats (00:37:31) AI's Threat to Enterprise Software (00:43:18) Network Effects in the Agent Era (00:44:22) The Hardware Renaissance: Chips & Infrastructure (00:53:56) Why So Few Investors Get This Right (00:55:36) Key Risks to the AI Bull Case (00:57:47) The Application Layer (00:59:40) How AI Is Changing Research at WhaleRock (01:02:53) The Role of Investor Networks & Idea Sharing (01:03:40) Building a Multi-Product Firm (01:07:58) WhaleRock as a Learning Machine (01:09:15) The Kindest Thing

Evangel Houghton
Episode 674: Commitment Becomes Real at the Exit Ramp | Pearls & Swine: Ruth 1:16 | Ep. 2

Evangel Houghton

Play Episode Listen Later Jun 9, 2026 9:58


Pastor Levi and Lisa talk about Ruth 1:16 and how Commitment Becomes Real at the Exit Ramp. This is an episode of Pearls & Swine on the Evangel Houghton Podcast from Evangel Community Church, Houghton, Michigan, June 9, 2026.

Evangel Houghton
Episode 674: Commitment Becomes Real at the Exit Ramp | Pearls & Swine: Ruth 1:16 | Ep. 2

Evangel Houghton

Play Episode Listen Later Jun 9, 2026 9:58


Pastor Levi and Lisa talk about Ruth 1:16 and how Commitment Becomes Real at the Exit Ramp. This is an episode of Pearls & Swine on the Evangel Houghton Podcast from Evangel Community Church, Houghton, Michigan, June 9, 2026.

Capital
Radar Empresarial: Perplexity saldrá a Bolsa en 2028, sigue la fiebre los estrenos bursátiles

Capital

Play Episode Listen Later Jun 9, 2026 5:03


El año 2026 se ha consolidado como un periodo marcado por importantes debuts en los mercados bursátiles. Entre ellos destaca el de SpaceX, que apunta a convertirse en la mayor salida a Bolsa jamás registrada. A este movimiento se sumó recientemente Anthropic, y en las últimas horas ha sido OpenAI quien ha dado el paso, presentando de forma confidencial su solicitud ante la Comisión de Bolsa y Valores para iniciar su proceso de cotización pública. A este grupo de compañías tecnológicas se une ahora Perplexity, ampliando el conjunto de empresas que buscan protagonismo en el mercado financiero. No obstante, su estreno no será inmediato, ya que su director ejecutivo, Aravind Srinivas, ha confirmado que la compañía planea salir a Bolsa en 2028. Perplexity se posiciona como un motor de búsqueda basado en inteligencia artificial que, al igual que otras herramientas similares, responde a preguntas formuladas en lenguaje natural para ofrecer información relevante al usuario. A diferencia de los buscadores tradicionales como Google o Yahoo, este tipo de plataformas priorizan la interacción conversacional y la personalización de respuestas. En el caso de Perplexity, uno de sus rasgos distintivos es su apuesta por la transparencia, ya que muestra claramente las fuentes utilizadas para generar sus resultados. Sin embargo, tanto esta empresa como sus competidores deben vigilar de cerca el crecimiento de rivales internacionales, especialmente el avance de DeepSeek desde China, cuyo uso está aumentando de forma notable en Estados Unidos. El crecimiento de DeepSeek ha quedado reflejado en informes recientes, como el de la empresa Ramp, donde lidera la adopción entre proveedores de software. Mientras tanto, Perplexity atraviesa un momento financiero sólido, con un incremento significativo de ingresos y una base de más de 100 millones de usuarios activos mensuales. Aun así, no ha estado exenta de polémicas, ya que medios como CNN o The New York Times han cuestionado sus prácticas, acusándola de reproducir contenidos sin autorización y de facilitar el acceso a información protegida por muros de pago.

The Bar Exam Toolbox Podcast: Pass the Bar Exam with Less Stress
351: Listen and Learn -- MBE vs. NextGen Multiple Choice: Negligence

The Bar Exam Toolbox Podcast: Pass the Bar Exam with Less Stress

Play Episode Listen Later Jun 8, 2026 27:27


Welcome back to the Bar Exam Toolbox podcast! This episode is part of the series in which we demystify the shift from MBE to NextGen multiple-choice questions. Today Lee walks through four questions on negligence -- two in classic MBE style and two in the NextGen format. What differences can you expect between the two exam versions? Find out now! In this episode, we discuss: Question 1: Negligence per se (MBE) Question 2: Causation (MBE) Question 3: Causation (NextGen) Question 4: Issue-spotting (NextGen) Study tips for multiple-choice questions RAMP study tool Resources: https://barexamtoolbox.com/ramp (https://barexamtoolbox.com/ramp) Podcast Episode 316: Spotlight on Torts (Part 1 – Negligence) (https://barexamtoolbox.com/podcast-episode-316-spotlight-on-torts-part-1-negligence/) Download the Transcript (https://barexamtoolbox.com/episode-351-listen-and-learn-mbe-vs-nextgen-multiple-choice-negligence/) If you enjoy the podcast, we'd love a nice review and/or rating on Apple Podcasts (https://itunes.apple.com/us/podcast/bar-exam-toolbox-podcast-pass-bar-exam-less-stress/id1370651486) or your favorite listening app. And feel free to reach out to us directly. You can always reach us via the contact form on the Bar Exam Toolbox website (https://barexamtoolbox.com/contact-us/). Finally, if you don't want to miss anything, you can sign up for podcast updates (https://barexamtoolbox.com/get-bar-exam-toolbox-podcast-updates/)! Thanks for listening! Alison & Lee

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E
510. The Hyper-Scaler CEO Whisperer and Founder of the Lean Startup Movement on Incorruptible Startups, Building to Thrive and Survive, and Creating a Governance Fortress (Eric Ries)

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

Play Episode Listen Later Jun 8, 2026 57:36


Eric Ries of the Lean Startup joins Nick to discuss The Hyper-Scaler CEO Whisperer and Founder of the Lean Startup Movement on Incorruptible Startups, Building to Thrive and Survive, and Creating a Governance Fortress. In this episode we cover: The Concept Behind "Incorruptible" The Story of Saul Price and FedMart The Governance Fortress and Legal Structures The Role of Mission-Driven Companies The Case of Novo Nordisk Advice for Founders The Importance of Mission-Driven Entrepreneurship Eric's Approach to Advice Guest Links: Eric's LinkedIn Eric's X Eric's Newsletter  Eric's Podcast 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.

Digital Currents
Evaluating the SpaceX Premium

Digital Currents

Play Episode Listen Later Jun 5, 2026 63:13


In this episode, we examine several developments that may be shaping technology and capital markets. We first discuss recent price action in bitcoin and explore potential factors behind the latest market decline, including futures market positioning and the implications of Strategy's recent decision to sell a small portion of its bitcoin holdings. We turn to SpaceX, reviewing Morningstar's recent valuation analysis, its financial position, and discussions of its potential path toward S&P 500 inclusion following its anticipated IPO. The conversation also covers Ramp's latest $750 million funding round at a reported $44 billion valuation and what it may signal about investor appetite for fintech and enterprise software. Finally, we discuss OpenAI CEO Sam Altman's new game show initiative and its intersection with AI, media, and consumer engagement. Chart of the week: Morning Star's SpaceX Valuation Analysis and Compute Capacity Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

Maarten van Rossem - De Podcast
Het WK 2026 wordt een politieke ramp

Maarten van Rossem - De Podcast

Play Episode Listen Later Jun 5, 2026 33:43


Binnen enkele dagen barst het grootste WK voetbal uit de geschiedenis los, maar achter de schermen is de strijd om de macht al begonnen. De bal wordt een cynisch geopolitiek wapen. Kijk alleen al naar het feit dat aartsvijand Iran gewoon meedoet en minstens drie poulewedstrijden op Amerikaanse bodem speelt.Wat deze vijf weken in de VS, Canada en Mexico echt angstaanjagend maakt, is de onvermijdelijke escalatie tot één grote, gepolariseerde Trump-show. Maarten van Rossem en Tom Jessen leggen bloot waarom dit toernooi de boeken in zal gaan als een grote politieke gijzeling. Kijk deze podcast hier met beeld

Cyber Security Headlines
Chinese cybercrime group, Cisco CM flaw, CISA faces changes

Cyber Security Headlines

Play Episode Listen Later Jun 5, 2026 8:40


Chinese cybercrime group sets record pace Cisco warns of critical Unified CM flaw with PoC exploit code Hackers spied on a stock exchange executive's Outlook mailbox for five months Get the show notes here: https://cisoseries.com/cybersecurity-news-chinese-cybercrime-group-cisco-cm-flaw-cisa-faces-changes/ Huge thanks to our episode sponsor, Vanta Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot.   The good news: The Vanta  [rhymes with Santa] Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you.   Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk.   Get started at vanta.com/headlines. 

Cyber Security Headlines
The Department of Know: NVD audit, Meta's leaky AI, Microsoft is closer to quantum

Cyber Security Headlines

Play Episode Listen Later Jun 5, 2026 36:56


This week's Department of Know is hosted by Rich Stroffolino, with guests Robb Dunewood, host, Daily Tech News Show, and David Cross, CISO, Atlassian. Get the show notes here. Missed the live show? Check it out on YouTube. The Department of Know is live every Friday at 4:00 p.m. ET. Join us each week by registering for the open discussion at CISOSeries.com. Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot. The good news: The Vanta Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you. Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk. Get started at vanta.com/headlines. 

Founders
#420 The Lost Years of Steve Jobs

Founders

Play Episode Listen Later Jun 4, 2026 53:46


What I learned from reading Steve Jobs in Exile: The Untold Story of NeXT and the Remaking of an American Visionary by Geoffrey Cain. Made possible by: Ramp: https://ramp.com Axon by Applovin: https://axon.ai/founders Vanta: https://vanta.com/founders

steve jobs ramp remaking lost years applovin geoffrey cain american visionary
Techmeme Ride Home
Small And Open Source Still Has A Horse In This Race

Techmeme Ride Home

Play Episode Listen Later Jun 4, 2026 21:59


Google released Gemma 4 12B, a multimodal model that runs locally on 16GB devices. TSMC's CEO warned chip supply won't meet demand for years. Ramp raised $750M at $44B, and Anthropic says 80%+ of its merged code is now Claude-authored. Google releases Gemma 4 12B, an 11.95B-parameter unified, encoder-free open multimodal model that can run locally on devices with 16GB of VRAM or unified memory (VentureBeat) Public First: 26% of Americans support increased data center construction, the lowest share among 15 large countries, such as Brazil, Japan, the UK, and Canada (FT) Sam Altman and Dario Amodei are among the signatories on a public letter urging improved tracking of synthetic DNA that could be used in AI-developed bioweapons (Wired) TSMC CEO C.C. Wei says the company won't be able to fulfill the demand led by US customers even as more capacity comes online in the US over the next few years (Bloomberg) Corporate spending management platform Ramp raised $750M at a $44B valuation led by Iconiq, Singapore's GIC, and the OTPP, taking its total funding to $3B (Bloomberg) Anthropic details its progress toward recursive self-improvement, and its implications, and says 80%+ of the code merged into its codebase is authored by Claude (Anthropic) Learn more about your ad choices. Visit megaphone.fm/adchoices

The Flip Empire Show
S2E34: The Revenue Ramp Problem Every First-Time Storage Investor Misses

The Flip Empire Show

Play Episode Listen Later Jun 4, 2026 45:22


In this episode, Alex Pardo reconnects with Dan to dig into the financial and strategic reality of his 28,000-square-foot storage facility under contract for $2.625M. This is part 3 of a multi-part series, and the conversation gets raw and unfiltered as they work through the deal's tightest challenge: Dan's initial miss on revenue ramp timing and how it impacts his cash flow projections and partnership structures. Alex uses this live deal walkthrough to unpack the critical thinking required before committing capital and equity to a first storage facility. It's messy, it's real, and it's exactly how serious operators need to evaluate opportunities before pulling the trigger.   You'll Learn How To: Understand revenue ramp dynamics and why projections don't happen overnight Evaluate whether a deal is worth equity and capital when returns are below market expectations Structure deals with debt and equity partners to manage cash flow gaps Identify when an interest rate or term change becomes a caution flag in a deal Design a facility exit strategy before you sign the purchase agreement Run conservative, likely, and best-case scenarios without falling into best-case bias Know the difference between doing a deal for experience and doing the right deal for returns   What You'll Learn in This Episode [00:00] Alex and Dan discuss the three-part series on Dan's 28K sq ft facility deal under contract [01:10] The critical oversight: revenue doesn't jump immediately when you raise rates, it ramps slowly [02:00] How a 2-3 person per month net move-in creates negative cash flow for 5–10 months [03:29] Dan's mixed emotions: value of the first deal vs. whether the juice is worth the squeeze [04:01] Equity structure options: 40% equity with 8% preferred return vs. 12% interest-only with smaller equity [05:41] Projected returns: 9–11% cash-on-cash over five years, annualized 17–18% (below market expectations) [06:37] Alex's philosophy: first deal doesn't need to be a home run, but it has to be a base hit with low risk [08:05] Alex's cautionary tale: his early deals in certain markets he wouldn't repeat, but bar was lower because he was learning [09:24] The decision framework: enough due diligence to confidently move forward or walk away with reason [14:15] Where community homework and market analysis become invaluable in deal evaluation [16:03] Revenue ramp isn't a light switch: it's a slow burn that models must account for with conservative assumptions [16:49] Conservative, likely, and best-case scenarios: don't make offers expecting everything goes right [17:02] Going back to the seller after due diligence to renegotiate price, terms, or structure [17:25] Interest rate sensitivity: if 70–80 basis points breaks the deal, it's a yellow flag [18:34] Partnership scenarios: 40% equity vs. 20–30% equity depending on your time and value contribution [19:15] Exit strategy before entry: you determine how you exit, and rarely do you buy and operate forever   Who This Episode Is For: First-time storage investors evaluating their first deal and unsure if the numbers work Operators with a property under contract trying to decide between partnerships, debt, or walking Investors who've been analyzing deals but haven't pulled the trigger and need a reality check Deal makers questioning whether their first facility has to be a grand slam or just a win Real estate operators learning the difference between deal experience and deal returns Anyone struggling with confidence on deal evaluation, market selection, or partnership structures   Why You Should Listen: This episode does something most storage content doesn't: it shows you the real conversation a smart operator has when a deal is tight, promising, but not yet perfect. Alex doesn't tell Dan "do it" or "don't do it." Instead, he walks him through the thinking process—how to weigh risk, returns, equity dilution, and the value of your first facility against the need to protect your capital and time. The key insight here is revenue ramp. It's the single detail that shifted Dan's deal from "looks good" to "needs more work." In self-storage, you don't buy a 60% occupied facility at a certain price, make some operational improvements, and suddenly it's 90% occupied next month. It takes time. Every month you're adding a few units, pushing rates on the existing base, and slowly building to your pro forma. If your financing doesn't account for that reality, your deal can go negative cash flow for longer than your capital can sustain. The broader lesson is this: your first storage deal should absolutely get you on base. It should teach you how to find, evaluate, underwrite, and operate a self-storage facility. But it shouldn't be a financially reckless trade just to check the box. Do the first one right, and you'll be confident to repeat it faster. Do the first one wrong, and you might be out capital, confidence, and momentum.   Follow Alex Pardo here: Storage Wins Podcast — storagwins.com Facebook — Storage Wins Community (join the group for continued learning and peer support) Instagram — @alexcpardo YouTube — Storage Wins   Doing your first storage facility is a big decision, and the temptation to move fast is real. But as Alex reminds Dan, there's no rush. You're not trying to do a deal for the sake of doing a deal. You're trying to do the right deal at the right time with returns that actually work. If you're ready to evaluate your first storage opportunity with clarity and confidence, head over to storagwins.com/call to schedule a free discovery call with Alex and explore whether self-storage is the right next move for you. The only thing standing between you and your goals is action.

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E
Investor Stories 478: Visionary Founder Lessons from Poshmark, Centana, and EquipmentShare: Love, Listening, and Leadership (Chaddha, Byunn, Schlacks)

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

Play Episode Listen Later Jun 4, 2026 6:36


On this special segment of The Full Ratchet, the following Investors are featured: Navin Chaddha of Mayfield Eric Byunn of Centana Growth Willy Schlacks of EquipmentShare We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. 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.

Common Ground MTG
Common Ground 129: Elves Deep Dive & PauperGenesis Jeskai Testing with Derrick Smith

Common Ground MTG

Play Episode Listen Later Jun 4, 2026 97:08


Welcome back Pauper fam! This week, Derrick Smith returns for another very fun episode where we dive into the Elves deck, how it works, and how to play against it. We also dig into Thomas' testing with the new version of Jeskai Ephemerate and discuss some options and play patterns to consider. Special shoutout to Robert White and Devin Northcutt for their commentary excellence. Thank you as always for listening!Join our Discord! https://discord.gg/kdvSavFkpzCheck out our YouTube channel: https://www.youtube.com/@CommonGroundMTGExample Elves Decklist: https://mtgdecks.net/Pauper/elves-decklist-by-kokoloko3435-2968349Thomas' Current Jeskai Decklist: https://moxfield.com/decks/9PB0xyFmCECc8_c-2-FTjgDerrick's Win-A-Box Coverage VOD @ Infinity Games: https://www.twitch.tv/videos/2784656139Michael's Artwork: https://www.facebook.com/share/1Ead2jrtQU/?mibextid=wwXIfrSponsored by: Game Knight (Columbia TN) The premier LGS in the Middle Tennessee area! Check out their upcoming events and order cards for local pickup here: https://www.gameknighttn.com/Upcoming Pauper Events:Every Tuesday @ Game Knight in Columbia TN - Weekly Pauper League feeding into an Invitational alongside Just Roll With It Games' (Spring Hill TN) Pauper League!Check out our Discord's #events channel for more events and information!June 27th - Court of Commons Yearly @ Enchanted Gaming Emporium, Murray KY - https://topdeck.gg/event/court-of-commons-yearly-get-boltedJuly 12th - NYC Pauper League's "PauperGenesis" @ Baltimore, MD - https://melee.gg/Tournament/View/409325 - 30 seats just added!The 4th Common Ground Cup! July 25th @ Game Knight, Columbia TN! $2k+ cash prizes! 100 capacity! Information, Registration, Hotel Block Reservation, and Live-Stream Links can all be found here: https://linktr.ee/commongroundcupNorth Carolina-Area Listeners: Check out the Piedmont Pauper League @ Dragon's Hoard, Greensboro NC! 6 monthly tournaments culminate in a grand prize: travel stipend and entry into CGCup4 this summer! Their FINAL event for the season is June 13th and registration is open now: https://www.spicerack.gg/events/3216328The Cascadia Pauper Circuit presented by Pauper PNW: www.PauperPNW.org Next event is June 13th!Nashville-Area Thursday Pauper League @ Middle TN Gaming in Bellevue: https://www.facebook.com/p/Middle-Tennessee-Gaming-61567309793600/Any questions or feedback for us? Email us at: commongroundmtgpod@gmail.com 

Cyber Security Headlines
Illegal streamers, EU digital sovereignty, cost of a cyber force

Cyber Security Headlines

Play Episode Listen Later Jun 4, 2026 7:35


Law enforcement cracks down on illegal streamers The European Commission releases digital sovereignty plan The startup costs for US cyber force Get the show notes here: https://cisoseries.com/cybersecurity-news-illegal-streamers-eu-digital-sovereignty-cost-of-a-cyber-force/  Huge thanks to our episode sponsor, Vanta Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot.   The good news: The Vanta  [rhymes with Santa] Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you.   Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk.   Get started at vanta.com/headlines. 

Invest Like the Best with Patrick O'Shaughnessy
Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later Jun 3, 2026 67:17


My guest today is Dara Khosrowshahi, the CEO of Uber. Before Uber, Dara ran Expedia for thirteen years. We start with why he took this job in 2017, and a big part of that story is Daniel Ek, who told him that life is not about happiness, it is about impact. We talk about what the chaos felt like on day one, and how his family leaving Iran when he was nine shaped the way he handles pressure today.  We spend most of our time on autonomous vehicles and Uber's role as the demand aggregator in a world of physical AI. Dara explains why Uber is a supply-led company, what it will take to win, and why he expects many winners in AVs rather than one.  We also discuss Uber's $10 billion in free cash flow, the push toward a single app for everything, and what he has learned from Allen & Co, Barry Diller and Reed Hastings. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Intro to Dara Khosrowshahi (00:03:37) How Daniel Ek Convinced Dara to Take the Uber Job (00:06:54) Bringing Order to Chaos (00:09:20) Managing Stress as a Leader (00:11:22) The Chip on His Shoulder (00:12:53) Parenting Lessons (00:17:01) Mandate for AI Adoption (00:21:21) Uber's Role in Physical AI (00:22:48) Winning the AV Demand Race (00:27:41) Partnering vs. Competing with Waymo (00:32:05) AV Success Unlocks New Markets (00:35:09) Why Drones Haven't Arrived Yet (00:36:27) Regional AV Rollout Differences (00:37:35) Uber Eats International Winning Formula (00:39:44) Key to Aggregating Supply Well (00:44:34) Adding Hotels to Uber Platform (00:50:46) Lessons in Marketing at Scale (00:52:59) Apps vs. AI Agents in Seven Years (00:54:08) What Dara Learned from Barry Diller (00:56:52) What Dara Learned from Allen & Co (01:00:09) Buybacks vs. Growth Investing (01:04:17) Lessons from Reed Hastings (01:05:49) The Kindest Thing

Private Equity Funcast
Inside Private Equity's AI-led Transformation (w/ Kyle Roemer of Accordion)

Private Equity Funcast

Play Episode Listen Later Jun 3, 2026 77:47


Everyone says they are one-shotting workflows with AI. We brought on the guy who can tell us what's actually happening in middle-market private equity companies. Kyle Roemer, Head of Data & AI at Accordion, has a unique view because his firm advises over 350+ private equity clients. He can see what's real and what's hype, and Accordion has the Ramp data to tell the difference. Kyle walks Devin through the rapid changes over the past year, function by function, so you can decide if you're ahead or behind. One prediction: the Office of the CFO will go through the biggest revolution over the next year, which they believe will "Make Finance Fun Again!" Kyle Roemer is the host of Accordion's podcast "AI & PE: The Future of Value Creation"  For more about Accordion visit accordion.com and reach out to Kyle and his team at ai@accordion.com. Also check out Accordion's latest AI white paper: "AI in PE: Ahead of the market, behind the curve" in partnership with Ramp to see where AI adoption stands

Cyber Security Headlines
Russia claims officials' surveillance, Project Glasswing expands, CISA flags two-year-old Oracle flaw

Cyber Security Headlines

Play Episode Listen Later Jun 3, 2026 7:23


Russia claims officials' surveillance Project Glasswing access expands CISA flags two-year-old Oracle flaw Get the show notes here: https://cisoseries.com/cybersecurity-news-russia-claims-officials-surveillance-project-glasswing-expands-cisa-flags-two-year-old-oracle-flaw/ Huge thanks to our episode sponsor, Vanta Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot.   The good news: The Vanta  [rhymes with Santa] Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you.   Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk.   Get started at vanta.com/headlines. 

Cyber Security Headlines
Meta AI hands over Instagram access, Dutch police dismantle botnet, RedHat packages backdoored

Cyber Security Headlines

Play Episode Listen Later Jun 2, 2026 7:07


Meta AI hands over Instagram account access Dutch police dismantle huge botnet RedHat packages get backdoored Get the show notes here: https://cisoseries.com/meta-ai-hands-over-instagram-access-dutch-police-dismantle-botnet-redhat-packages-backdoored/ Huge thanks to our episode sponsor, Vanta Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot.   The good news: The Vanta  [rhymes with Santa] Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you.   Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk.   Get started at vanta.com/headlines. 

Cyber Security Headlines
GlobalProtect VPN exploited, ChatGPT share links exploits, Feds criticize NIST

Cyber Security Headlines

Play Episode Listen Later Jun 1, 2026 8:31


Palo Alto GlobalProtect VPN auth bypass flaw now exploited in attacks ChatGPT share links used to host fake outage pages to deliver malware Federal audit reveals NIST's NVD problems Get the show notes here: https://cisoseries.com/cybersecurity-news-globalprotect-vpn-exploited-chatgpt-share-links-exploits-feds-criticize-nist/ Huge thanks to our episode sponsor, Vanta Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot.   The good news: The Vanta  [rhymes with Santa] Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you.   Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk.   Get started at vanta.com/headlines. 

Invest Like the Best with Patrick O'Shaughnessy
Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later May 28, 2026 63:03


My guest today is Dan Loeb, the founder and CEO of Third Point.  Dan started Third Point in 1995 with a few million dollars, and today the firm manages over 24 billion across equities, corporate and structured credit, venture, and insurance.  He is best known for his activist work at companies like Sotheby's, Sony, and Yahoo, and for the public letters he has written to boards over the years. What I find most interesting about Dan is how much his approach has evolved across thirty years.  He came up as a credit and event-driven investor at Warburg Pincus and Jefferies, built Third Point, then layered in quality investing, thematic technology investing, and now a very large credit business that sits alongside the hedge fund. We cover how he thinks about the AI stack and the companies inside it he believes matter most, the difference between good and bad governance, what FTX taught him about due diligence, the Sony and Sotheby's stories, and the power of writing. Please enjoy my conversation with Dan Loeb. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Dan Loeb (00:03:21) Mental Models Information Overload (00:06:50) Dan's Identity as an Investor (00:11:24) The End of Classic Event-Driven Investing (00:13:52) Evolving Strategy Over 30 Years (00:17:48) Return Opportunities in Today's Market (00:21:12) Sources of Alpha for Fundamental Investors (00:22:10) Good vs. Bad Governance (00:26:17) Writing as an Investing Tool (00:27:29) The Sotheby's Story (00:30:04) Activism Opportunities Today (00:31:03) Third Point's Evolution to 60% Credit (00:36:10) Dan as Sole Portfolio Manager (00:38:09) Value Investor Perspective on Today's Market (00:39:23) Investing Outside the US (00:40:33) The Sony Activism Story (00:43:59) Lessons from 30 Years of Investing (00:46:26) Danaher and Operational Excellence (00:48:48) Building the Insurance Liability Business (00:51:19) The FTX Story (00:53:07) Leading a Team Through Uncertainty (00:54:29) Where Third Point Is Most Contrarian (00:56:22) What Makes a Great Analyst Today (00:58:12) The Next 10 Years (01:00:24) The Kindest Thing

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

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

Play Episode Listen Later May 28, 2026 7:00


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

How I Raised It - The podcast where we interview startup founders who raised capital.
Ep. 320 How I Raised It with Andrei Serban of Console

How I Raised It - The podcast where we interview startup founders who raised capital.

Play Episode Listen Later May 28, 2026 40:57


Produced by Foundersuite (for startups: www.foundersuite.com) and Fundingstack (for emerging manager VCs: www.fundingstack.com), "How I Raised It" goes behind the scenes with startup founders and investors who have raised capital. This episode is with with Andrei Serban of Console, a San Francisco-based startup that provides an AI-powered IT Service Management platform that automates routine internal support requests and IT tasks directly through platforms like Slack and Microsoft Teams. Learn more at www.console.com In this episode, we discuss the acquisition of Andrei's previous company, Fuzzbuzz, by Rippling and he shares tips for managing the exit process. We then discuss what Console does and why he started the company. Following that, Andrei shares the story of raising capital from Thrive Capital, DST Global and prominent angels, how he ran a really tight 2 week process, how he used AI and an Investor Memo in the process, tips for who to target at a VC fund, why he likes to hire ex founders, and more. Andrei is a repeat guest of the show -- to catch the original episode when he was building Fuzzbuzz, click here: https://soundcloud.com/user-2586856/ep-106-how-i-raised-it-with-andrew-serban-of-fuzzbuzz Console has raised $29M from Thrive Capital and DST Global, with backers including Ramp's founders, Box CEO Aaron Levie, and Palo Alto Networks CEO Nikesh Arora. How I Raised It is produced by Foundersuite, makers of software to raise capital and manage investor relations. Foundersuite's customers have raised over $21 Billion since 2016. If you are a startup, create a free account at www.foundersuite.com. If you are a VC, venture studio or investment banker, check out our new platform, www.fundingstack.com

a16z
Why AI Isn't Killing SaaS Yet

a16z

Play Episode Listen Later May 25, 2026 40:22


Originally aired on MTS segment, Monetary Matters, Jack Farley and Max Wiethe speak with Ara Kharazian, Lead Economist at Ramp, about what real business spending data says about AI adoption, why the “SaaSpocalypse” narrative is overblown, and how companies are actually buying and deploying AI tools. They also discuss Anthropic overtaking OpenAI in Ramp's AI Index, token-based pricing, AI productivity gains, and why many legacy software firms may be more resilient than people expect.   Resources: Follow Ara on X: https://x.com/arakharazian Follow Jack on X: https://x.com/JackFarley96 Follow Max on X: https://x.com/maxwiethe 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.

The Ticket Top 10
WIP-The Ramp

The Ticket Top 10

Play Episode Listen Later May 25, 2026 9:09


Reddit's favorite Ticket personality Justin Montemayor takes you on a trip down his totally orignal segment "The Ramp". See omnystudio.com/listener for privacy information.

The Bar Exam Toolbox Podcast: Pass the Bar Exam with Less Stress
350: Listen and Learn -- MBE vs. NextGen Multiple Choice: Contract Formation

The Bar Exam Toolbox Podcast: Pass the Bar Exam with Less Stress

Play Episode Listen Later May 25, 2026 33:15


Welcome back to the Bar Exam Toolbox podcast! This is the first episode of a series in which we demystify the shift from MBE to NextGen multiple-choice questions. Join Lee as she walks through four contract formation questions -- two in classic MBE style and two in the NextGen format. How are they similar? How do they differ? Find out now! In this episode, we discuss: Question 1: Firm offer rule (MBE) Question 2: Pre-existing duty (MBE) Question 3: Pre-existing duty (NextGen) Question 4: Issue-spotting (NextGen) Study tips for multiple-choice questions RAMP study tool Resources: https://barexamtoolbox.com/ramp (https://barexamtoolbox.com/ramp) Podcast Episode 293: Spotlight on Contracts (Part 1) (https://barexamtoolbox.com/podcast-episode-293-spotlight-on-contracts-part-1/) Podcast Episode 298: Spotlight on Contracts (Part 2) (https://barexamtoolbox.com/podcast-episode-298-spotlight-on-contracts-part-2/) Download the Transcript (https://barexamtoolbox.com/episode-350-listen-and-learn-mbe-vs-nextgen-multiple-choice-contract-formation/) If you enjoy the podcast, we'd love a nice review and/or rating on Apple Podcasts (https://itunes.apple.com/us/podcast/bar-exam-toolbox-podcast-pass-bar-exam-less-stress/id1370651486) or your favorite listening app. And feel free to reach out to us directly. You can always reach us via the contact form on the Bar Exam Toolbox website (https://barexamtoolbox.com/contact-us/). Finally, if you don't want to miss anything, you can sign up for podcast updates (https://barexamtoolbox.com/get-bar-exam-toolbox-podcast-updates/)! Thanks for listening! Alison & Lee

The Law School Toolbox Podcast: Tools for Law Students from 1L to the Bar Exam, and Beyond
557: This is How Your Brain Actually Learns (The Brain Science Behind Our RAMP Tool)

The Law School Toolbox Podcast: Tools for Law Students from 1L to the Bar Exam, and Beyond

Play Episode Listen Later May 25, 2026 29:47


Welcome back to the Law School Toolbox podcast! Today, we explain the neuroscience behind our RAMP bar study tool -- which we introduced in a recent episode. We discuss the limitation of working memory, which makes it essential to move legal rules into long-term memory through spaced repetition and scaffolding.  In this episode we discuss: The research and science behind our RAMP bar study tool Scaffolding and why we use three learning tiers Studying through spaced repetition RAMP study mode features and confidence calibration How much information can our working memory hold? Resources: https://barexamtoolbox.com/ramp (https://barexamtoolbox.com/ramp) Podcast Episode 369: Using Spaced Repetition for Your Law School and Bar Exam Studies (w/Gabriel Teninbaum) (https://lawschooltoolbox.com/podcast-episode-369-using-spaced-repetition-for-your-law-school-and-bar-exam-studies-w-gabriel-teninbaum/) Podcast Episode 554: How We're Thinking About NextGen Prep Differently (Plus, Try Our New Tool for Free) (https://lawschooltoolbox.com/podcast-episode-554-how-were-thinking-about-nextgen-prep-differently-plus-try-our-new-tool-for-free/) Download the Transcript  (https://lawschooltoolbox.com/episode-557-this-is-how-your-brain-actually-learns-the-brain-science-behind-our-ramp-tool/) If you enjoy the podcast, we'd love a nice review and/or rating on Apple Podcasts (https://itunes.apple.com/us/podcast/law-school-toolbox-podcast/id1027603976) or your favorite listening app. And feel free to reach out to us directly. You can always reach us via the contact form on the Law School Toolbox website (http://lawschooltoolbox.com/contact). If you're concerned about the bar exam, check out our sister site, the Bar Exam Toolbox (http://barexamtoolbox.com/). You can also sign up for our weekly podcast newsletter (https://lawschooltoolbox.com/get-law-school-podcast-updates/) to make sure you never miss an episode! Thanks for listening! Alison & Lee

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E
509. The Downstream Effects of SpaceX, OpenAI, and Anthropic Soaking Up $3T in the Public Market, Who Is Netscape and Who Is Google in the AI Era, and the Impact of Private Credit Redemption Requests on PE and VC (Sandesh Patnam)

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

Play Episode Listen Later May 25, 2026 53:13


Sandesh Patnam of Premji Invest joins Nick to discuss The Downstream Effects of SpaceX, OpenAI, and Anthropic Soaking Up $3T in the Public Market, Who Is Netscape and Who Is Google in the AI Era, and the Impact of Private Credit Redemption Requests on PE and VC. In this episode we cover: Themes and Dynamics of the Current AI Shift Investment Opportunities and Challenges Thesis and Focus at Premji Invest Advice for AI Companies and Public Markets Impact of Mega IPOs on Private Markets Challenges in Private Equity and Private Credit Listening as a Secret Weapon Guest Links: Sandesh's LinkedIn Sandesh's X Premji Invest's LinkedIn Premji Invest's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.