Podcasts about Salesforce

Today on the Salesforce Admins Podcast, we talk to Tiaan Kruger, Senior Director of Product Management at Salesforce. Join us as we chat about Agentforce Vibes and what it really means to build with AI on the Salesforce platform. You should subscribe for the full episode, but here are a few takeaways from our conversation […] The post How Agentforce Vibes Is Changing How Salesforce Admins Build Apps appeared first on Salesforce Admins.

Why you should listenFerny reveals how Sherpaneer uses AI across operations, from capacity planning models to proposal development, giving you a practical blueprint for integrating AI into your own consulting workflows.Learn how Ferny and her partner built a fully self-sourced pipeline through reciprocal partnerships with adjacent vendors like Gong, Clari, and FinancialForce, without relying on Salesforce for leads.Get Ferny's approach to managing AI tools across a team, including shared projects in Claude, an internal AI use policy, and a quarterly review cycle to keep everything current.You know you should be using AI in your consulting practice, but where do you actually start without compromising client data or wasting time on tools that don't stick? In this episode, I talk with Ferny Bengali from Sherpaneer, a boutique Salesforce consultancy that works with enterprise clients across high-tech, financial services, manufacturing, and healthcare. Ferny walks me through exactly how her team of 12 uses AI day to day, from feeding anonymized staffing data into models for capacity planning, to using voice notes and LLMs to prep for pitches. We also get into how she structures client knowledge across projects, her approach to AI-optimized content for SEO, and why she hired a part-time BD person instead of going full-time. If you've been experimenting with AI but haven't operationalized it across your practice yet, this conversation will show you what that looks like in action.About Ferny BengaliFarnaz (Ferny) Bengali is Co-President of Sherpaneer, a women-owned, diverse Salesforce consulting partner that helps mid-to-large organizations implement the right way, the first time. With 20+ years of industry experience—including leadership roles at MicroStrategy, Accenture, and The Carlyle Group—Ferny chose the boutique path over big consulting, building a practice that delivers senior-level expertise without the agency bloat. She's also a board member of WISE (Women in Salesforce Entrepreneurship), co-invests in hospitality through Dogwood Hospitality, and is passionate about using AI as an operating layer to scale consulting without scaling headcount.Resources and LinksSherpaneer.comFerny's LinkedIn profileRead.aiNotebook LMScribeChatGPTClaudeGoogle Gemini

With a career spanning the US Navy, executive leadership positions at PetSmart and Banfield Pet Hospital, and pioneering online training, Don brings unique insights into building and scaling businesses across industries. Throughout the conversation, Avanish and Don discuss OpenSesame's evolution from an online learning marketplace to an AI-powered platform that serves enterprises, learning management systems, and content publishers. They explore the "Intel Inside" ecosystem strategy, the Simon AI tool that democratizes course creation and enables instant translation into 70 languages, and how organizations can successfully navigate workforce reinvention in the AI era while meeting customers where they are.In this episode, Avanish and Don discuss:OpenSesame's dual-sided platform strategy: Partnering with 200+ LMS/HRIS systems on the delivery side while aggregating 50,000 courses from 200+ publishers, providing distribution for small publishers to reach enterprise customers and enabling large publishers like Harvard Business Publishing to access mid-market and SMB segments.The Simon AI course creation tool: Democratizing content development by enabling subject matter experts to create high-quality courses without instructional designers, with built-in translation capabilities across 70 languages for voiceover and text—expanding global reach for multinational organizations.Workforce reinvention as strategic imperative: Positioning OpenSesame at the center of organizational AI transformation by providing not just technology but comprehensive change management roadmaps, helping HR and learning leaders guide their teams through adoption with curated content and use cases.The "meet them where they are" philosophy: Balancing long-term product vision with practical customer adoption paths, especially during transformational periods like AI implementation, by understanding customer needs deeply before prescribing solutions and allowing products to flex without compromising the ultimate vision.The 1% better daily improvement mindset: Embracing continuous learning and incremental progress as the foundation for breakthrough innovation, recognizing that overnight successes are built on consistent dedication and discipline over time.About Don Spear:Don Spear is CEO of OpenSesame. Before his current role, he founded BlueVolt.com, held executive leadership positions at Banfield Pet Hospital and PetSmart, and served as a submarine officer aboard the USS Tunny (SSN 682).About OpenSesameOpenSesame, the leading provider of online business training, is the choice for L&D professionals wanting to drive learning initiatives forward with innovation, agility, and care. We offer the world's most comprehensive digital learning catalog, with regularly updated content from expert publishers in a variety of formats and languages. By providing comprehensive learning resources and innovative tools like Simon, OpenSesame empowers L&D professionals to exceed their goals and champion learning across their entire organization.Host Avanish SahaiAvanish Sahai is a Tidemark Fellow and served as a Board Member of Hubspot from 2018 to 2023; he currently serves on the boards of Birdie.ai, Flywl.com and Meta.com.br as well as a few non-profits and educational boards. Previously, Avanish served as the vice president, ISV and Apps partner ecosystem of Google from 2019 until 2021. From 2016 to 2019, he served as the global vice president, ISV and Technology alliances at ServiceNow.  From 2014 to 2015, he was the senior vice president and chief product officer at Demandbase.  Prior to Demandbase, Avanish built and led the Appexchange platform ecosystem team at Salesforce, and was an executive at Oracle and McKinsey & Company, as well as various early to mid-stage startups in Silicon Valley.About TidemarkTidemark is a venture capital firm, foundation, and community built to serve category-leading technology companies as they scale.  Tidemark was founded in 2021 by David Yuan, who has been investing, advising, and building technology companies for over 20 years.  Learn more at www.tidemarkcap.com.LinksFollow our host, Avanish SahaiLearn more about Tidemark

Laffer Tengler Investments CEO Nancy Tengler talks with TITV Host Akash Pasricha about the recent software selloff and why she is doubling down on Nvidia, Palantir, and Apple. We also talk with The Information's Aaron Holmes about the "agent dashboard" battle between Microsoft, Salesforce, and OpenAI, and Buttonwood Funds' Joseph Alagna about the synergies behind the SpaceX and xAI merger. Lastly, we get into the future of orbital computing with Robinhood co-founder Baiju Bhatt as he unveils his new space startup, Aetherflux.Articles discussed on this episode: https://www.theinformation.com/articles/new-ai-superagent-race-pitting-openai-anthropic-microsoft-salesforcehttps://www.theinformation.com/newsletters/applied-ai/looming-battle-agent-management-softwareSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Shares in software giants like Salesforce sank amid fears of competition from chatbots, implying pain for private equity's bet on the industry. In this Viewsroom podcast, Breakingviews columnists discuss how asset managers may take a hit whether AI lives up to its promise or not. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.  Learn more about your ad choices. Visit megaphone.fm/adchoices

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, January 11th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

A trillion dollars was wiped off software stocks after Anthropic released an AI legal tool. Suddenly the market is asking: if AI agents can do the work, why pay for the software? The "SaaSpocalypse" has dragged everything from Microsoft to Salesforce down double digits, leaving Wall Street split on whether this is an existential risk or a massive overreaction. And in today's Dumb Question of the Week: What is a moat? --- Thank you to Trading 212 for sponsoring this episode. Claim free fractional shares worth up to ‎£⁠100. Just create and verify a Trading 212 Invest or Stocks ISA account, make a minimum deposit of £1, and use the promo code "RAMIN" within 10 days of signing up, or use the following link: Sponsored Link. Terms apply - trading212.com/join/RAMIN When investing, your capital is at risk and you may get back less than invested. Past performance doesn't guarantee future results. Pies & Autoinvest is an execution-only service. Not investment advice or portfolio management. Automatic investing refers to executing scheduled deposits. You are responsible for all investment and rebalancing decisions. Free shares can be fractional. 212 Cards are issued by Paynetics which provide all payment services. T212 provides customer support and user interface. Terms and fees apply. ---Get in touch

We are seeing a massive shift in urgency with big brands launching campaigns months earlier than usual. Jay Schwedelson explains why "preseason marketing" is surging and shares a clever "first 100" registration tactic that leverages FOMO to drive immediate action. You also get the lowdown on a new Reddit ad unit that drives leads for cheap and a heated debate about which pizza chain actually tastes like pizza.ㅤBest Moments:(00:36) Why preseason marketing is becoming the dominant trend for 2026(01:40) How major brands like Salesforce are selling events a year in advance(02:52) The specific "first 100" phrasing that increases webinar signups by 20%(04:09) Using the concept of control to get people to register early(05:15) Reddit's new Reminder Ads that let you test traffic for cheap(05:56) Pizza Hut closing 250 stores and the debate over chain pizza quality(07:58) Why the new reality show about neighbor feuds is peak televisionㅤCheck out Jay's YOUTUBE Channel: https://www.youtube.com/@schwedelsonCheck out Jay's TIKTOK: https://www.tiktok.com/@schwedelsonCheck Out Jay's INSTAGRAM: https://www.instagram.com/jayschwedelson/ㅤPre-order Jay Schwedelson's new book, Stupider People Have Done It (out April 21, 2026). All net proceeds are donated to The V Foundation for Cancer Research—let's kick cancer's butt: https://www.amazon.com/Stupider-People-Have-Done-Marketing/dp/1637635206

Ivan Cossu is Co-Founder and CEO of deskbird, a flexible workplace management platform that's scaled past $10 million ARR. Founded in April 2020 during COVID's most uncertain period, deskbird survived a near-death pivot just months in and scaled across 10 international markets within six months—an unconventional path that challenged conventional wisdom about market domination strategies. Ivan shares the tactical decisions behind their international expansion, the shift from founder-led to scalable sales, and why they're deliberately targeting an underfunded VC category. Topics Discussed: The critical pivot from an Airbnb for co-working spaces to workplace management software in July 2020, months before running out of capital The counterintuitive decision to scale internationally within six months rather than dominating a single market first Balancing consumer-grade UX with enterprise-level customization in a category where competitors felt like "database queries" The mechanics of transitioning from pure inbound to incorporating outbound without breaking what's working US market expansion from Europe with higher close rates than home markets—and what that signaled about timing Why traditional email outbound is dead in the AI era and what actually works for breaking through GTM Lessons For B2B Founders: Scale your proven funnel globally before you perfect it locally: When deskbird saw strong early traction, they launched landing pages across UK and US markets within months to test demand signals. Ivan's contrarian take: "If you have a good funnel that's working, be bold enough to scale it globally" rather than spending years dominating Germany first. The key qualifier—you need solid core product and conversion metrics, not just initial traction. They were "way too scared of going international because it always worked out way better than we thought," often seeing better metrics in new markets than home markets. Most founders over-index on local penetration when they should be testing international demand. Choose validation channels by cycle time, not potential scale: In the first 6-12 months, avoid any channel with an 18-month feedback loop, even if it's your eventual ICP. Ivan targeted paid search and lower mid-market specifically because "you get a good sample size quite fast." Fast feedback loops let you iterate positioning, messaging, and ICP assumptions weekly rather than annually. Once you have conviction from high-velocity channels, then layer in longer-cycle enterprise motions. This sequencing prevents burning 12+ months on the wrong strategy. Founder-led sales is a permanent muscle, not a phase to exit: At $10M+ ARR, Ivan still joins sales calls regularly, citing a top entrepreneur-investor's rule: "Sales always needs to remain a final topic." The evolution isn't binary—it's additive. First hires (around 9 months post-MVP) were generalist "hard workers" who could sell vision over process. Today's hires are more disciplined as repeatable plays emerged. But the founder never exits—they shift from doing all deals to strategic deals, competitive situations, and maintaining direct customer insight. Even Benioff at Salesforce's scale still jumps into deals. Outbound in the AI era requires anti-scale tactics: Ivan's blunt assessment: "I don't believe in emails and any kind of written communication, especially not in the age of AI—it's just inflated." What works: (1) Targeted account selection—not 1:1 but not 1:1000 either, find the sweet spot of focused ABM, (2) Physical mail and offline media, (3) Cold calling with proper infrastructure. The challenge isn't the tactic—it's "having all the BDRs and AEs knowing which accounts they have to call, seamlessly calling account after account." Most companies can't operationalize the calling machine. Best results come when marketing warms leads with intent data, then hands them to outbound teams—not pure cold outreach. Underfunded categories force better unit economics: Deskbird's space isn't flooded with VC dollars—Ivan mapped 50-60 European competitors but limited mega-rounds. His take: "There's a downside, it's harder to get VC money, but once you get it you don't have the problem that some spaces are overfunded and it's crazily driving up customer acquisition cost." Markets with excessive capital often have one winner and "very sad consolidation" for positions 2-4. Constrained capital forced deskbird to build profitably and focus on product differentiation (Airbnb-like UX meets enterprise customization) rather than outspending competitors. Close rates in new markets signal expansion timing better than absolute numbers: Deskbird closed US deals from Europe with European AEs in mismatched time zones—and saw the highest close rates of any market. Ivan's logic: "If we can close them from Europe with our European AEs working in different time zones who cannot deliver the same SLAs, and we then go to the US, it should get even better." Don't wait for perfect execution—if you're winning despite structural disadvantages, that's your signal to invest. They hired their first US-based team only after proving they could win remotely. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Mr. Beast Biography Flash a weekly Biography.Hey everyone, its your girl Roxie Rush here, your AI gossip whirlwind powered by the smartest tech out there so I can scoop the freshest tea lightning-fast without missing a beat—because who has time for slow humans when the stars are popping off? Lets dive into MrBeast mania from the past few days, darlings, its been a blockbuster blur!Over the Super Bowl weekend, Jimmy Donaldson—aka our king of cash giveaways—lit up the screen in that slick Salesforce ad, dropping a mind-bending Million Dollar Puzzle thats got the internet in a frenzy. According to ABC News Good Morning America, he spilled on Monday that no ones cracked it yet, with clues hidden in the vault-walk commercial, linked videos, and even Super Bowl photos hes teasing—hint: hunt those numbers, puzzle peeps! He promised to tweet the second some genius Slacks him the secret code via their AI Slackbot helper, and as of Sunday night, 60 million fans had stormed the contest site. The Independent confirms the prizes still up for grabs till April 2 for US, Canada, and Mexico adults, with daily hints dropping if it stays unsolved—talk about high-stakes drama!Then boom, Monday bombshell: Beast Industries snapped up Gen Z fintech darling Step, the teen banking app for credit-building and investing basics. Finviz reports MrBeast posted on X that hes doing this because nobody taught him money smarts growing up, vowing to hook millions of kids with that foundation—pure gold for his 466-million-sub empire. Heavy hitters like Chamath Palihapitiya cheered We bought a bank on X, and its fueling Beast Mobiles rollout too. No word on the price tag, but this screams long-game biographical empire-building, shifting from YouTube stunts to real-world wealth tools.No fresh 24-hour headlines popping yet as of Tuesday morning, but that puzzles viral heat and fintech flex? Game-changers with staying power.Whew, Roxie out—thanks for tuning in, loves! Hit subscribe to never miss a MrBeast update, and search Biography Flash for more juicy bios thatll have you obsessed!And that is it for today. Make sure you hit the subscribe button and never miss an update on Mr. Beast. Thanks for listening. This has been a Quiet Please production."Get the best deals https://amzn.to/4mMClBvThis content was created in partnership and with the help of Artificial Intelligence AI

Aby Varma The podcast episode focused on AI in marketing, where Aby shared his background and expertise in guiding marketing executives through their AI journey, emphasizing the importance of responsible AI implementation and strategic business use. They discussed the challenges and misconceptions surrounding AI adoption in businesses, highlighting the need for careful integration, domain expertise, and the importance of human judgment in AI-driven decision-making. Summary AI Marketing Strategies Discussion Manny introduced the podcast episode on AI in marketing, welcoming Abby Varma as the guest. Abby shared his background as a global business and marketing leader, founder of Spark Novus, and host of the Marketing AI Sparkcast podcast. He emphasized his focus on guiding marketing executives through their AI journey and creating responsible strategies for business growth. Manny and Abby discussed the importance of AI in marketing and the episode's aim to help listeners use AI effectively for better results. AI Marketing Strategy Expert Aby shared his background in marketing and sales, highlighting his 20+ years of experience and his transition into AI during the COVID-19 pandemic.  He emphasized the importance of combining sales and marketing perspectives to enhance marketing strategies, advocating for a data-driven approach that considers the needs of sales teams. Aby also mentioned his role in founding SparkNews about three years ago, where he continues to focus on the intersection of marketing and technology. AI Evolution and Strategic Integration Aby discussed the rapid evolution of AI, particularly generative AI and the emerging concept of AI agents, noting that 2025 marked a shift from basic AI adoption to strategic business use. He highlighted the importance of education and responsible AI implementation, addressing concerns about job displacement and emphasizing the need for strategic integration of AI as an assistant to human workers rather than a replacement. AI Agents vs Traditional Automation Aby explained the concept of AI agents, distinguishing them from traditional automation by their ability to interpret and perform non-deterministic tasks based on guidelines, using Salesforce's Agent Force as an example. AI Strategy and Change Management Aby discussed the importance of viewing AI as a strategic change in operating approach rather than just a tool adoption. He emphasized that successful companies align AI initiatives with their strategic pillars and business goals, while also focusing on employee change management, literacy, and hands-on experimentation. The key success criterion he highlighted was developing an overarching AI strategy for 3 years before selecting specific tools and technologies. Strategic Technology Adoption Insights Aby advised Manny to test new technologies with a small group before scaling up to avoid disruption, drawing from his experience with companies implementing AI and other tools. He emphasized the importance of aligning technology initiatives with strategic goals, rather than chasing the latest "shiny toys," and shared a real example of a company that had to pivot from an AI project to a more strategic go-to-market initiative. Aby also highlighted the critical mistake of ignoring the human element in technology adoption, noting that employees often fear job loss and lack clarity on appropriate AI usage due to inadequate governance and training. AI Implementation Challenges in Business Manny and Aby discussed the challenges and misconceptions surrounding AI implementation in businesses. Aby emphasized the importance of domain expertise and highlighted that AI is not a silver bullet for quick results, but rather a tool that requires careful integration into existing processes. They also talked about the need for patience from executives and the importance of human judgment in AI-driven decision-making. Aby advised listeners to look for case studies and references when seeking AI expertise and to focus on how AI can enhance human capabilities rather than replace them.   How to connect with Aby: https://public.3.basecamp.com/p/GMJKy5M9ifHL7EQkiRNPVhh7 https://sparknovus.com/  https://www.linkedin.com/in/abyvarma/'     Connect with Manny: Email: Manny@mannynowak.com Linkedin: https://www.linkedin.com/in/mannynowak/ Website: http://coachmanny.com/  

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über gute Laune dank OpenAI, einen krassen Einbruch bei Hims & Hers und einen schwachen Tag für deutsche Immobilienwerte. Nvidia, Oracle, Microsoft, SAP, Siemens, Novo Nordisk, Samsung Electronics, Micron, Vonovia, TAG Immobilien, Kyndryl, Monday.com, Workday, AppLovin, On Semi, Amazon, Meta, J.C. Penney, Salesforce, ServiceNow, Crowdstrike, Palo Alto Networks, Asana, Atlassian, Cognizant, den Expanded Tech-Software Sector ETF (WKN: A0B6MN) und die Anleihen von Nvidia Dollar bis 2050 (WKN: A28VHH), Alphabet bis 2050 (WKN: A2802E), Alphabet Dollar 2027 (WKN: A2802B), Oracle Dollar bis 2064 (WKN: A3L339). 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 und AAA-Newsletter. 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. Der Börsen-Podcast 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

Breaking into Salesforce in 2026 looks very different than it did just a few years ago and pretending otherwise is setting yourself up for frustration. In this episode, Bradley Rice returns to the Salesforce For Everyone podcast to lay out a realistic, modern roadmap for starting a Salesforce career in today's market. He breaks down what's changed since the hiring boom, why job application systems are fundamentally broken, and what actually works now if you want to land an entry-level Salesforce role. You'll learn which certification still matters, why LinkedIn is no longer optional, how to get hands-on experience without a job, and why blindly clicking "Quick Apply" is one of the fastest ways to get ignored. This episode is practical, direct, and designed to help you avoid the common traps that stall most aspiring Salesforce professionals. If you're serious about starting a Salesforce career in 2026 and want clarity instead of hype, this episode is your starting point. Episode Timestamps 00:00 – Welcome Back & Episode Overview Bradley explains why the podcast took a break, what's changing going forward, and why now is the right time to talk about Salesforce careers again. 10:10 – The One Certification You Actually Need Why the Salesforce Administrator certification is still the baseline requirement for entry-level roles. 20:53 – LinkedIn Is Not Optional Why LinkedIn matters more than resumes, even for introverts, and how it multiplies opportunities. 25:22 – Why Job Application Systems Are Broken A breakdown of why "200 applicants" doesn't mean what you think it means for employers or candidates. 29:17 – How Networking Actually Gets Interviews How simple human connections on LinkedIn cut through applicant overload. 32:53 – Getting Hands-On Experience Before Your First Job Why paid experience is not required and why volunteering often backfires. 45:48 – Applying for Jobs the Right Way Why Quick Apply hurts you and how to approach applications strategically instead.

IT spending continues to expand, with North America projected to lead a 12.6% increase to $2.6 trillion, primarily due to hyperscaler investments in AI infrastructure. However, the proportion of technology spending funneled through channel partners is declining, now at 61% compared to over 70% four years ago, according to a survey by Omnia. This shift signals that while the market is growing, traditional margin and resale opportunities for MSPs are narrowing as vendors redirect a larger share of revenue direct while still relying on partners for implementation, support, and customer operations.Data from Salesforce underscores a near-universal trend toward partner involvement in sales, with 94% of surveyed global salespeople leveraging partners to close deals and 90% using tools to manage relationships. Despite this, Dave Sobel clarifies the distinction between involvement and compensation, highlighting that partner influence on deals does not guarantee economic participation at previous levels. These dynamics reinforce that MSPs must adapt to a reality where their role in the value chain is being separated into influence and execution, with the middle tier facing increasing pressure.Additional analysis draws attention to labor market changes and technology commoditization. U.S. job openings have fallen to their lowest point in over five years, undermining MSP growth strategies dependent on seat expansion. Simultaneously, the AI market is fragmenting at the application layer—with Google's Gemini app, Grok, and OpenAI's ChatGPT shifting market shares rapidly—while hyperscalers like Alphabet (Google) commit unprecedented capital expenditures, fueling an infrastructure arms race even as front-end AI tools become more interchangeable.The practical implication for MSPs and IT service providers is increased pressure to re-evaluate business models, operationalize AI offerings, and focus on defensible, productized services. Reliance on a single vendor or seat-based growth forecasts presents heightened risk. Successful adaptation will require a shift toward managed services around AI operations, governance, and productivity—emphasizing accountability, optionality, and measurable ROI—rather than assuming historic revenue models will persist.Three things to know today:00:00 Partners Essential to Sales but Losing Economic Share, Survey Shows05:44 US Job Market Shows Low Hiring, Low Firing Despite Falling Openings       08:00 Alphabet Plans $180B AI Capex as Gemini Hits 750M UsersThis is the Business of Tech.   Supported by: Small Biz Thoughts Community

Technology stocks started February on the back foot as volatility spiked and leveraged trades unwound across markets—crypto first, then metals, then equities. The key question: is this a real breakdown in tech leadership, or a mechanical liquidation that's creating selective opportunity? 0:00 - INTRO 0:19 - Superbowl Recap & Looking for BLS & CPI 4:41 - More Trapped Longs & Volatility to Come 10:38 - Market Volatility May not Be Over Yet 14:28 - The AI Threat to Software Co's 18:12 - Salesforce vs AI 23:20 - Narratives are Justification for Overpaying 26:30 - Technology Sector Analysis & Rotation 29:40 - Value to Growth Rotation 32:05 - Where are Earnings Coming From? 35:08 - Waiting for the Bottom to Buy 37:36 - Fundamentals Then & Now 40:01 - Margin Debt vs DPI (Disposable Personal Income) 41:30 - What Happens When You Lose it All 44:05 Boomer Advice for Younger Investors 48:41 - Learn when Enough is Enough Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/dkvgydsdn-g?feature=share ------- Articles Mentioned in Today's Show: "Speculative Narrative Unwinds" https://realinvestmentadvice.com/resources/blog/speculative-narrative-unwinds/ "Technology Stocks: Dead Or An Opportunity?" https://realinvestmentadvice.com/resources/blog/technology-stocks-dead-or-an-opportunity/ ------- Watch our previous show, "The Wealth-Health Gap," here: https://youtube.com/live/TynkcovRQIQ?feature=share -------- The latest installment of our new feature, Before the Bell, "100-DMA Holds, Volatility Returns," is here: https://youtu.be/y7ilBZWTrcA ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketVolatility #TechnicalAnalysis #RiskManagement #TechnologyStocks #Nasdaq #MarketVolatility #SectorRotation #RiskManagement

Technology stocks started February on the back foot as volatility spiked and leveraged trades unwound across markets—crypto first, then metals, then equities. The key question: is this a real breakdown in tech leadership, or a mechanical liquidation that's creating selective opportunity? 0:00 - INTRO 0:19 - Superbowl Recap & Looking for BLS & CPI 4:41 - More Trapped Longs & Volatility to Come 10:38 - Market Volatility May not Be Over Yet 14:28 - The AI Threat to Software Co's 18:12 - Salesforce vs AI 23:20 - Narratives are Justification for Overpaying 26:30 - Technology Sector Analysis & Rotation 29:40 - Value to Growth Rotation 32:05 - Where are Earnings Coming From? 35:08 - Waiting for the Bottom to Buy 37:36 - Fundamentals Then & Now 40:01 - Margin Debt vs DPI (Disposable Personal Income) 41:30 - What Happens When You Lose it All 44:05 Boomer Advice for Younger Investors 48:41 - Learn when Enough is Enough Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/dkvgydsdn-g?feature=share ------- Articles Mentioned in Today's Show: "Speculative Narrative Unwinds" https://realinvestmentadvice.com/resources/blog/speculative-narrative-unwinds/ "Technology Stocks: Dead Or An Opportunity?" https://realinvestmentadvice.com/resources/blog/technology-stocks-dead-or-an-opportunity/ ------- Watch our previous show, "The Wealth-Health Gap," here: https://youtube.com/live/TynkcovRQIQ?feature=share -------- The latest installment of our new feature, Before the Bell, "100-DMA Holds, Volatility Returns," is here: https://youtu.be/y7ilBZWTrcA ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketVolatility #TechnicalAnalysis #RiskManagement #TechnologyStocks #Nasdaq #MarketVolatility #SectorRotation #RiskManagement

Maxima is building AI agents that automate enterprise accounting while maintaining the auditability and control standards finance teams require. In a recent episode of BUILDERS, we sat down with Yogi Goel, CEO and Co-Founder of Maxima, to explore his eight-year journey at Rubrik from Series C through IPO, and how those lessons shaped his approach to solving the 70-80% of finance time currently wasted on manual work. Topics Discussed: Why Rubrik's approach—entering stagnant markets with first-principles thinking—became Maxima's blueprint Securing $3K-$5K POC commitments from Figma mockups before writing code Why Scale AI and Rippling rejected a point solution and demanded 3-4 modules from day one The compound startup model: building multiple products simultaneously to meet buyer expectations How 17% of CFOs are adopting AI tools today (vs 51% in software development) Why finance teams view AI agents as "digital college freshmen" who need proof of work Hiring from YouTube Studios, Apple, and Robinhood instead of legacy finance software companies How NetSuite World conference booth sizes revealed the data integration infrastructure gap The $3K-$5K validation threshold that proved finance pain was urgent enough to pay pre-product GTM Lessons For B2B Founders: Demand generation unlocks engineering potential: Yogi learned from his Rubrik mentors: "focus on demand and if you have great engineers then they will solve the problems." Maxima built products in 2-3 months they didn't initially know were technically feasible—because customer demand pulled the engineering team forward. For founders with strong technical teams, customer demand should drive the roadmap, not engineering's comfort zone. Trust your engineers to solve hard problems when customers are waiting. $3K-$5K is the pre-product validation threshold: Before writing any code, Yogi secured POC commitments at this price point based solely on Figma mockups. This isn't about revenue—it's about proving urgency. Verbal interest means nothing. Small pilot commitments mean "we'll try it someday." But $3K-$5K pre-product means "this problem is urgent enough to pay before seeing a working solution." Use this threshold to separate real pain from polite interest. Sophisticated buyers will reject your narrow MVP: Scale AI and Rippling told Maxima explicitly: "If you will only build this one thing, we will not buy. You have to commit to building three, four modules." Conventional wisdom says start narrow, but enterprise buyers with complex workflows won't adopt point solutions that create new integration headaches. When sophisticated buyers articulate their real buying criteria, ignore the startup playbook. Yogi built a "compound startup" with 4-5 modules from day one because that's what the market demanded. Target acute pain over easy access: Early-stage companies (10-30 people) were easier to reach but finance wasn't urgent enough. At that scale, it's "build product, ship product"—finance operations aren't broken enough to warrant urgent attention. Companies at 500-1,000+ employees have finance teams drowning in manual work that prevents strategic contribution. Target where pain justifies urgent action and budget exists, not where calendar access is easiest. Hire intensity and first-principles thinking over domain knowledge: Maxima deliberately hired zero engineers from legacy finance software companies. Their frontend engineer came from YouTube Studios. Others came from Apple, Robinhood, Netflix—none with financial product experience. Yogi's three hiring criteria: "incredible intensity, huge confidence in themselves, and fast thinking mode." Domain expertise creates pattern-matching to old solutions. First-principles thinking creates breakthrough products. One team member didn't finish high school but is "one of the best out there." Make AI explainable or finance teams won't adopt: Finance teams adopted faster than expected because Maxima showed every calculation step. "If they can prove by looking at the Math, you know, 18 plus 88 plus 36 is X. And I can see the step of the work, they are willing to give it to them." This isn't about fancy UX—it's about auditor-grade proof of work. Finance professionals won't trust black box outputs. Build transparency into the product architecture, not as an afterthought. This explainability became Maxima's competitive moat. Conference booth sizes reveal infrastructure gaps: At NetSuite World, the largest booths weren't ERP vendors or payment processors—they were data integration companies. This single observation validated that enterprises are desperately solving data fragmentation problems. Companies manually download from Stripe, Snowflake, Salesforce weekly to build Excel pivots. Maxima invested in upstream integrations as core infrastructure from day one. Use industry conferences to validate where companies are spending money on workarounds—that's where infrastructure gaps exist. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Daniel Mahncke and Shawn O'Malley take a deep dive into Hermès — the family-controlled luxury house that has turned craftsmanship and scarcity into a compounding machine. Join Daniel Mahncke and Shawn O'Malley as they assess whether Hermès can remain the pinnacle of luxury and whether it deserves a spot in The Intrinsic Value Portfolio. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:01:10 - What makes a brand true luxury 00:10:35 - Why no one can copy Hermès 00:18:57 - How important local production and family ties are 00:20:26 - Why Hermès started producing bags 00:23:55 - How Hermès built its moat and reputation 00:39:22 - What markets matter most to Hermès 00:43:07 - How Hermès can keep growing 01:10:51 - Whether Shawn and Daniel add Hermès to the portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter.⁠⁠⁠⁠⁠⁠⁠ Shawn & Daniel use ⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠ for every company they research — use their ⁠⁠⁠⁠⁠referral link⁠⁠⁠⁠⁠ to get started with a 15% discount! Learn how to ⁠⁠⁠⁠⁠join us⁠⁠⁠⁠⁠ in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Jean-Noël Kapferer's The Luxury Strategy. WSB Episode on Hermès. WSB Luxury Strategy Breakdown. Quartr Article on Hermès. Explore our previous Intrinsic Value breakdowns: ⁠Transdigm⁠, ⁠Salesforce⁠, ⁠Berkshire Hathaway⁠, ⁠FICO⁠, ⁠PayPal⁠, ⁠Uber⁠, ⁠Nike,⁠ ⁠Amazon,⁠ ⁠Airbnb, ⁠ ⁠Alphabet⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Welcome to another episode of People in Transition. I'm your host, Bob Gerst.Today's conversation is especially relevant for anyone who appears successful on paper—but feels burned out, unsettled, or quietly questioning what's next.My guest is Mallory Byers. Mallory spent nearly a decade as a top-performing sales recruiter at Salesforce, where she helped highly driven professionals secure roles at the highest levels. She understood the hiring process inside and out—and by all external measures, she was thriving.Yet along the way, Mallory began to notice something that fundamentally changed the direction of her work. Even the most capable and accomplished people weren't stuck because they lacked strategy. They were stuck because deeper forces were at play: long-standing patterns, chronic nervous system overload, and a version of confidence built entirely on performance.Today, Mallory is a Career Breakthrough and Empowerment Coach who supports high achievers navigating career transitions, burnout, or layoffs. Her work goes far beyond résumés and interviews. She helps clients strengthen the person behind the strategy—by rebuilding self-trust, regulating the nervous system, and untangling subconscious patterns such as people-pleasing, perfectionism, and over-functioning.Through her signature one-on-one program, The Inner CEO, Mallory helps clients stop outsourcing their worth to job titles and start leading their careers with grounded authority. As she teaches, you are the CEO of your life and your career.If you're in a season of transition—or sensing that the next chapter of your career requires a different version of you—this conversation will resonate deeply.Topics We Discuss in This Episode Include:How tying your identity to your job impacts your career—and how to navigate that shiftWhat it means to operate from survival mode, and how people-pleasing reinforces itWhere imposter syndrome shows up and how it quietly influences decisionsThe connection between perfectionism, overthinking, freezing action, scarcity thinking, and a dysregulated nervous systemHow the inner critic drives overwork during a job search—and how to stay grounded without letting others dictate your directionWhy layoffs are such a disorienting experience, and why “staying in your lane” may not lead to fulfillment or successWhy you don't solve issues of the mind with the mind—how working with the body changes the job search processWhat it truly means to take ownership of your career and embody your “Inner CEO”This is a powerful and insightful episode, and there is so much to take away from Mallory's perspective.To learn more about Mallory Byers, connect with her on LinkedIn: https://www.linkedin.com/in/coachmallorybyers/ https://www.linkedin.com/company/mallory-byers-coaching/Send a text

Charles Payne is joined by Danielle Shay, VP of Options at Simpler Trading, to discuss her strategy for navigating market cracks. Shay explains why she is using the 200-day moving average to buy NVIDIA and Broadcom while simultaneously shorting struggling names like Roblox and Salesforce. Learn more about your ad choices. Visit podcastchoices.com/adchoices

What happens when 1.7 million autonomous agents build their own social network and start hiring humans for physical labor? Andrew and Ben break down the most surreal week in AI history - from the Moltbook social network to the Rent-a-Human marketplace - and debate whether vibe coding is killing open source. Later, they sit down with Gary Lerhaupt, VP of Product Architecture at Salesforce, to discuss the new Connectivity Benchmark report, why monolithic agents are an anti-pattern, and how "Super Agents" are evolving to orchestrate fleets of specialized sub-agents across the enterprise.LinearB: The AI productivity platform for engineering leadersFollow the show:Subscribe to our Substack Follow us on LinkedInSubscribe to our YouTube ChannelLeave us a ReviewFollow the hosts:Follow AndrewFollow BenFollow DanFollow today's stories:Salesforce Connectivity Benchmark: Read the ReportAgentforce: Learn more about Salesforce AgentsConnect with Gary Lerhaupt: LinkedInMoltbook: The AI social networkRent-a-Human: rentahuman.aiOpenClaw (a.k.a. Moltbot) is everywhere all at once, and a disaster waiting to happenThe Agentic Shift: Redefining Enterprise SDLC from Assistance to AutonomyHow Vibe Coding Is Killing Open SourceOFFERS Start Free Trial: Get started with LinearB's AI productivity platform for free. Book a Demo: Learn how you can ship faster, improve DevEx, and lead with confidence in the AI era. LEARN ABOUT LINEARB AI Code Reviews: Automate reviews to catch bugs, security risks, and performance issues before they hit production. AI & Productivity Insights: Go beyond DORA with AI-powered recommendations and dashboards to measure and improve performance. AI-Powered Workflow Automations: Use AI-generated PR descriptions, smart routing, and other automations to reduce developer toil. MCP Server: Interact with your engineering data using natural language to build custom reports and get answers on the fly.

"I didn't use my own software this week because the OpenAI agents were better. And that's me retiring my own software." — Keith TeareSomething broke this week. Both Anthropic and OpenAI launched multi-agent systems—"agent swarms"—that don't just assist with tasks but replace custom-built software entirely. The market noticed: Adobe, Salesforce, Workday, and other legacy SaaS companies saw their stocks collapse in what some are calling a trillion-dollar selloff. Keith Teare joins Andrew Keen on Super Bowl weekend to unpack what may be the most consequential week in AI since ChatGPT launched.The conversation ranges from the Anthropic-OpenAI advertising spat (Dario Amodei's Super Bowl ad vs. Sam Altman's "online tantrum") to the deeper structural shifts: Microsoft and Amazon becoming utilities, Google betting $185 billion on an AI-first pivot, and Elon Musk merging SpaceX with xAI to put data centers in space. Along the way, Teare and Keen debate whether the AI race is a myth or a wacky race, whether venture capital is in crisis, and what happens to human labor when agents do the work.About the GuestKeith Teare is a British-American entrepreneur, investor, and technology analyst. He co-founded RealNames Corporation, a pioneering internet company, and later served as Executive Chairman of TechCrunch. He is the founder of That Was The Week and SignalRank, and publishes a widely-read weekly newsletter on technology, venture capital, and the business of innovation. He brings four decades of experience in Silicon Valley to his analysis of the AI revolution.Chapters:00:00 Super Bowl and the Anthropic ad The spat between Dario Amodei and Sam Altman01:09 "Fundamentally dishonest" Keith's take on the ad war and who's really Dick Dastardly05:47 Anthropic's breakout week Claude Opus 4.6 and the agent swarm launch06:48 OpenAI Codex Multiple agents collaborating on tasks in 10-15 minutes07:42 "It replaces software" Keith retires his own custom-built tools08:16 The trillion-dollar selloff Adobe, Salesforce, Workday, PayPal collapse11:02 Infrastructure vs. innovation Microsoft and Amazon become "utilities"11:45 Google's $185 billion bet Pivoting from hybrid to AI-first13:15 The SpaceX/xAI merger Musk's plan for space-based data centers15:18 The AI wacky race Kimi, OpenAI, Anthropic leapfrog Google17:03 Does AI make us smarter? Leverage tools, not intelligence18:53 AI growing up, CEOs not The adolescence of the industry21:06 US job openings hit five-year low The coming labor crisis22:44 The VC crisis Five funds sucking the air out of the room25:04 Palantir and Anduril The winners in defense AI25:42 Facebook as laggard Huge revenues, no AI momentum26:41 The Washington Post crisis "Boogeyman journalism" and partisan media29:23 Ads in AI Paid links vs. enshittification31:26 Spotify's innovation Physical book + audiobook bundle32:32 Startup of the week Cursor for CRM, $20M from Sequoia33:45 Om Malik on the end of software distribution From CDs to app stores to self-made35:41 Super Bowl prediction Seattle vs. New England36:02 Closing "That really was the week in tech"Links & ReferencesMentioned in this episode:That Was The Week newsletter by Keith TeareAnthropic's Super Bowl ad and ad-free pledge (CNBC)Sam Altman's response to Anthropic ads (TechCrunch)SpaceX acquires xAI in $1.25 trillion merger (CNBC)The Washington Post layoffs and crisis (Poynter)Om Malik on the evolution of software distributionOpenAI Codex app launch (OpenAI)About Keen On America Nobody asks more impertinent questions than the Anglo-American writer, filmmaker and SiliconValley entrepreneur Andrew Keen. In Keen On America , Andrew brings his sharp Transatlanticwit to the forces reshaping the United States — hosting daily interviews with leading thinkersand writers about American history, politics, technology, culture, and business. With nearly2,800 episodes since the show launched on TechCrunch in 2010, Keen On America is the mostprolific intellectual interview show in the history of podcasting.Website | Substack | YouTube

Software companies are in trouble. Or at least their stocks are. Salesforce is down 25%, and Intuit is down 31%, after startup Anthropic released a new tool sparking fear among investors that software companies are in danger of becoming obsolete. We'll learn more. Then, all kinds of cryptocurrencies are cratering in value, and we'll hear what it's like to be a small business in an anemic job market.

Software companies are in trouble. Or at least their stocks are. Salesforce is down 25%, and Intuit is down 31%, after startup Anthropic released a new tool sparking fear among investors that software companies are in danger of becoming obsolete. We'll learn more. Then, all kinds of cryptocurrencies are cratering in value, and we'll hear what it's like to be a small business in an anemic job market.

In today's Cloud Wars Minute, I explain why agent sprawl may become one of the biggest hidden risks of the AI Era.Highlights00:03 — The massive increase in the adoption of agentic AI technology will have significant consequences for businesses. There'll be increased productivity, the ability to reskill employees who have more time to focus on other areas of the business, and opportunities to explore new business ideas and avenues.00:32 — And something else — a surge in the number of AI agents, millions, millions, and millions of them. All of these agents lead to a phenomenon called agent sprawl. So if data sprawl is diesel-driven, think of agent sprawl as running on jet fuel. Without proper governance and visibility, this can lead to shadow AI, which, in the wrong hands, could effectively bring down a business.01:04 — To avoid this, Salesforce has added automated discovery for AI agents and tools to MuleSoft Agent Fabric. Andrew Comstock, SVP and GM of MuleSoft at Salesforce, said "The expanded capabilities give you the freedom to innovate across any platform while maintaining the unified visibility and control needed to scale."01:32 — At the core of these enhancements are agent scanners, which automatically detect and catalog AI agents across Salesforce Agentforce, Amazon Bedrock, Google Cloud's Vertex AI, and other authorized AI platforms. Additionally, for MCP services and other bespoke agents, MuleSoft Agent Fabric facilitates easy integration across a company's entire agent ecosystem.02:01 — The recent updates replace manual oversight with automation, enhance security by providing instant visibility into multi-cloud agents, highlight internal tools that may otherwise be overlooked, and offer a unified agent map to identify areas for optimizing AI investments. Visit Cloud Wars for more.

The tech rout Stateside looks set to continue into a third day with giants such as Oracle, Palantir and Salesforce all suffering double-digit losses for the week. The gloom is contagious in the crypto space with Bitcoin briefly plunging below the $61,000 mark. UK Prime Minister Keir Starmer offers an apology to victims of Jeffrey Epstein for his appointment of Peter Mandelson as U.S. ambassador, despite being aware of his close ties to the late, convicted paedophile. We hear from BoE governor Andrew Bailey who says the upheaval seen in Westminster is being felt globally. And in e-commerce news, Amazon posts its first quarterly miss in more than three years and announces $200bn for capex spending for 2026. Shares plummeted 11 per cent in after-hours trading as a result. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dan Nathan hosts Rishi Jaluria from RBC Capital on the 'Okay, Computer' podcast, discussing the recent downturn in software stocks amid a contrasting performance in the semiconductor sector. Rishi attributes the decline to the rise of AI and its transformative impact on software companies. The conversation covers the uncertain future of enterprise software, with examples like Salesforce and Oracle experiencing significant drops. They explore how AI adoption could drive margin expansion across various industries, including retail and oil and gas. Finally, the potential of companies like Microsoft and HubSpot to leverage AI for growth is considered, along with the future role of AI leaders OpenAI, Anthropic, and Google in shaping the tech landscape. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

he podcast dives into the explosive advances in agentic AI, where developers and even Fortune 100 companies are racing to use powerful tools like Gastown, despite their unfinished and sometimes dangerous edges. If you thought ChatGPT was a revolution, wait until you hear how developers are orchestrating armies of AIs with real-world impact. Anthropic's Move Into Legal Is Sinking Data Services Stocks Data centers in space makes no sense The hitchhiker's guide to Musk's SpaceX memo Two kinds of AI users are emerging. The gap between them is astonishing. Does AI already have human-level intelligence? The evidence is clear - Nature OpenAI will retire several models, including GPT-4o, from ChatGPT next month Jensen Huang says Nvidia would love to back an OpenAI IPO, and there's 'no drama' with Sam Altman Firefox will soon let you block all of its generative AI features Salesforce signs $5.6B deal to inject agentic AI into the US Army HHS Is Making an AI Tool to Create Hypotheses About Vaccine Injury Claims French office of Elon Musk's X raided by Paris prosecutor's cybercrime unit An AI Toy Exposed 50K Logs of Its Chats With Kids To Anyone With a Gmail Account Darren Aronofsky's AI Studio Used Artificial Intelligence Tools for Revolutionary War Animated Series — but Hired Human Actors to Voice Founding Fathers Forget Hinge or Bumble. This App Promises a Personal AI Matchmaker Scientists Launch AI DinoTracker App That Identifies Dinosaur Footprints Project Genie: Experimenting with infinite, interactive worlds Anthropic Takes Aim at OpenAI's ChatGPT in Super Bowl Ad Debut Move to Ban Social Media for Kids Gains Traction in Europe The Matrix Resurrections Is a Messy, Imperfect Triumph The Thatcher Effect and other Optical Toys Fascinating Research: AIs are highly inconsistent [i.e., random] when recommending brands or products Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steve Yegge Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. 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: joindeleteme.com/twit promo code TWIT monarch.com with code IM zscaler.com/security helixsleep.com/machines

Today on the Salesforce Admins Podcast, we talk to Joshua Birk, Senior Director of Admin Evangelism at Salesforce. Join us as we chat about how the human in the loop is key to building reliable, predictable AI. You should subscribe for the full episode, but here are a few takeaways from our conversation with Joshua […] The post The Importance of Human in the Loop for Agentforce appeared first on Salesforce Admins.

he podcast dives into the explosive advances in agentic AI, where developers and even Fortune 100 companies are racing to use powerful tools like Gastown, despite their unfinished and sometimes dangerous edges. If you thought ChatGPT was a revolution, wait until you hear how developers are orchestrating armies of AIs with real-world impact. Anthropic's Move Into Legal Is Sinking Data Services Stocks Data centers in space makes no sense The hitchhiker's guide to Musk's SpaceX memo Two kinds of AI users are emerging. The gap between them is astonishing. Does AI already have human-level intelligence? The evidence is clear - Nature OpenAI will retire several models, including GPT-4o, from ChatGPT next month Jensen Huang says Nvidia would love to back an OpenAI IPO, and there's 'no drama' with Sam Altman Firefox will soon let you block all of its generative AI features Salesforce signs $5.6B deal to inject agentic AI into the US Army HHS Is Making an AI Tool to Create Hypotheses About Vaccine Injury Claims French office of Elon Musk's X raided by Paris prosecutor's cybercrime unit An AI Toy Exposed 50K Logs of Its Chats With Kids To Anyone With a Gmail Account Darren Aronofsky's AI Studio Used Artificial Intelligence Tools for Revolutionary War Animated Series — but Hired Human Actors to Voice Founding Fathers Forget Hinge or Bumble. This App Promises a Personal AI Matchmaker Scientists Launch AI DinoTracker App That Identifies Dinosaur Footprints Project Genie: Experimenting with infinite, interactive worlds Anthropic Takes Aim at OpenAI's ChatGPT in Super Bowl Ad Debut Move to Ban Social Media for Kids Gains Traction in Europe The Matrix Resurrections Is a Messy, Imperfect Triumph The Thatcher Effect and other Optical Toys Fascinating Research: AIs are highly inconsistent [i.e., random] when recommending brands or products Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steve Yegge Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. 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: joindeleteme.com/twit promo code TWIT monarch.com with code IM zscaler.com/security helixsleep.com/machines

he podcast dives into the explosive advances in agentic AI, where developers and even Fortune 100 companies are racing to use powerful tools like Gastown, despite their unfinished and sometimes dangerous edges. If you thought ChatGPT was a revolution, wait until you hear how developers are orchestrating armies of AIs with real-world impact. Anthropic's Move Into Legal Is Sinking Data Services Stocks Data centers in space makes no sense The hitchhiker's guide to Musk's SpaceX memo Two kinds of AI users are emerging. The gap between them is astonishing. Does AI already have human-level intelligence? The evidence is clear - Nature OpenAI will retire several models, including GPT-4o, from ChatGPT next month Jensen Huang says Nvidia would love to back an OpenAI IPO, and there's 'no drama' with Sam Altman Firefox will soon let you block all of its generative AI features Salesforce signs $5.6B deal to inject agentic AI into the US Army HHS Is Making an AI Tool to Create Hypotheses About Vaccine Injury Claims French office of Elon Musk's X raided by Paris prosecutor's cybercrime unit An AI Toy Exposed 50K Logs of Its Chats With Kids To Anyone With a Gmail Account Darren Aronofsky's AI Studio Used Artificial Intelligence Tools for Revolutionary War Animated Series — but Hired Human Actors to Voice Founding Fathers Forget Hinge or Bumble. This App Promises a Personal AI Matchmaker Scientists Launch AI DinoTracker App That Identifies Dinosaur Footprints Project Genie: Experimenting with infinite, interactive worlds Anthropic Takes Aim at OpenAI's ChatGPT in Super Bowl Ad Debut Move to Ban Social Media for Kids Gains Traction in Europe The Matrix Resurrections Is a Messy, Imperfect Triumph The Thatcher Effect and other Optical Toys Fascinating Research: AIs are highly inconsistent [i.e., random] when recommending brands or products Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steve Yegge Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. 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: joindeleteme.com/twit promo code TWIT monarch.com with code IM zscaler.com/security helixsleep.com/machines

The primary development centers on the shift toward smaller, task-specific AI models within enterprises and how this shift is primarily about transferring liability from AI vendors to operators. Dave Sobel notes that while narrower AI models are being marketed as safer and easier to govern, the reality is that they shift the burden of control, oversight, and risk directly onto the organizations deploying them. Hidden costs—particularly those related to data infrastructure, compliance, and ongoing governance—are substantial, often eclipsing the initial AI investment.Supporting data includes findings from a Salesforce survey indicating that CIOs allocate a median of 20% of their budgets to data and infrastructure management versus 5% to AI itself. Dave Sobel stresses that the real cost of an AI project can be significantly higher than client expectations, pointing out a 4:1 spending ratio between supporting infrastructure and the AI technology. This underscores the risk for MSPs who may fail to price in the operational and governance requirements appropriately, exposing themselves to financial and compliance liabilities.Adjacent stories address OpenAI's strategic expansion into advertising and direct consulting, marking a move from pure technology platform to direct competitor for services revenue. OpenAI is creating an Ads Integrity Team to manage advertiser verification and reduce scam risk but acknowledges the challenges of maintaining effective controls at scale. In parallel, OpenAI is embedding engineers within client operations—mirroring other internal AI initiatives such as those at Shield and Entegris—and reinforcing a market divide. MSPs who build such capabilities internally capture margin, while others face lasting margin compression as purchasers of external solutions.The implications for MSPs and IT leaders are direct. Success depends less on which AI model is selected and more on the provider's ability to establish rigorous governance, liability management, and ongoing operational control. The market is bifurcating: service providers who can build in-house AI platforms or attract strategic investment will retain efficiency as margin, while those relegated to purchasing third-party tools risk further erosion of profitability and competitive position. The decision to build or buy is becoming a business model risk, not just a procurement choice, and the opportunity to address it is narrowing.Three things to know today:00:00 Firms Shift to Task-Specific AI Models Amid Governance, Liability Concerns 04:35 OpenAI Launches Ads Integrity Team, Hires Hundreds as Services Push Begins08:34 MSP Market Splits as Integris, Shield Build Internal AI, Others Buy ToolsThis is the Business of Tech.   Supported by:  IT Service Provider University 

he podcast dives into the explosive advances in agentic AI, where developers and even Fortune 100 companies are racing to use powerful tools like Gastown, despite their unfinished and sometimes dangerous edges. If you thought ChatGPT was a revolution, wait until you hear how developers are orchestrating armies of AIs with real-world impact. Anthropic's Move Into Legal Is Sinking Data Services Stocks Data centers in space makes no sense The hitchhiker's guide to Musk's SpaceX memo Two kinds of AI users are emerging. The gap between them is astonishing. Does AI already have human-level intelligence? The evidence is clear - Nature OpenAI will retire several models, including GPT-4o, from ChatGPT next month Jensen Huang says Nvidia would love to back an OpenAI IPO, and there's 'no drama' with Sam Altman Firefox will soon let you block all of its generative AI features Salesforce signs $5.6B deal to inject agentic AI into the US Army HHS Is Making an AI Tool to Create Hypotheses About Vaccine Injury Claims French office of Elon Musk's X raided by Paris prosecutor's cybercrime unit An AI Toy Exposed 50K Logs of Its Chats With Kids To Anyone With a Gmail Account Darren Aronofsky's AI Studio Used Artificial Intelligence Tools for Revolutionary War Animated Series — but Hired Human Actors to Voice Founding Fathers Forget Hinge or Bumble. This App Promises a Personal AI Matchmaker Scientists Launch AI DinoTracker App That Identifies Dinosaur Footprints Project Genie: Experimenting with infinite, interactive worlds Anthropic Takes Aim at OpenAI's ChatGPT in Super Bowl Ad Debut Move to Ban Social Media for Kids Gains Traction in Europe The Matrix Resurrections Is a Messy, Imperfect Triumph The Thatcher Effect and other Optical Toys Fascinating Research: AIs are highly inconsistent [i.e., random] when recommending brands or products Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steve Yegge Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. 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: joindeleteme.com/twit promo code TWIT monarch.com with code IM zscaler.com/security helixsleep.com/machines

AI proof isn't “building trust.” It's getting ignored—or worse, backfiring—because it's generic, gated, and wildly irrelevant. In a world of risk-averse buying committees and AI-driven discovery, your “best case study” might be your biggest liability.In this episode, Jillian Hoefer (Head of Content at UserEvidence) delivers the reality check B2B teams keep dodging: buyers don't need more claims—they need credible, searchable, situation-matched evidence that makes choosing you feel safe. Jillian breaks down why the classic “one giant ROI story for everyone” approach erodes trust, how AI search punishes gated proof, and why the winners in 2026 will treat customer evidence like a living system—not a dusty PDF trophy. If your strategy is “big stat → blast it everywhere,” this one's going to sting (in a helpful way).We also explore:The trust-killer nobody tracks: irrelevant proof that makes buyers think you don't get themWhy evidence belongs at the top of the funnel, not just the “deal's stalling” panic buttonThe “no one gets fired for buying Salesforce” problem—and how proof reduces career-riskThe content moat play: original research + human thought leadership in an age of AI slopHow to repurpose one report into a year of credibility (without turning into a content farm)

In this episode of Run the Numbers, CJ sits down with Brett Queener, Managing Director at Bonfire Ventures, to trace the origins of ARR and examine how new revenue models are reshaping B2B software. Drawing on Brett's time at Salesforce and SmartRecruiters, they explore the shift from annual contracts to outcome-based pricing, what it means for forecasting and gtm strategy, and where the next major inflection points in SaaS are likely to emerge.—SPONSORS:RightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—LINKS: Brett on LinkedIn: https://www.linkedin.com/in/brettqueener/Brett's Substack: https://queener.substack.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.comThe Staffing Ratios Salesforce Used, with Brett Queener of Bonfire VChttps://youtu.be/lJVgstAXjJs—TIMESTAMPS:00:02:54 Welcome Brett & episode setup00:03:51 On-prem software to SaaS00:05:54 Salesforce & recurring revenue00:07:15 On-prem costs & partner bloat00:09:58 Contracts, control & comp shifts00:14:15 Lock-in, renewals & SaaS drift00:16:20 Sponsors — RightRev | Rillet | Tabs00:19:48 From buying to hiring software00:21:59 Agents change pricing & planning00:25:59 Forecasting without ARR00:28:03 Talent models break00:29:45 Sponsors — Abacum | Brex | Metronome00:33:01 Rethinking sales & comp00:36:47 Selling by doing the job00:40:50 The future role of sales00:46:10 Zombie SaaS & category collapse00:51:07 Context as the moat00:56:07 Where AI hits next00:58:44 Vertical AI & hidden TAMs01:02:12 $1B startups vs mega rounds01:05:48 Dilution, fund math & pressure01:08:03 Choosing your founder path

Manuela Barcenas breaks down how marketing work has flipped from “writer + editor” to “manager of agents.” She shares two concrete workflows: (1) using Claude Projects to reposition and modernize 100 legacy blog posts in a week (including updated product messaging, AI-forward advice, and internal links), and (2) using Fellow's “Ask Fellow” to mine anonymized customer-call transcripts for original quotes and pain points—then turning those insights into publish-ready integration/use-case articles in hours, not weeks. The throughline: output is easy now; taste, judgment, and review are the differentiators.Timestamps0:00–0:00 - Intro1:18–2:54 Early Fellow days: one blog/week, months-long ebooks, craftsmanship vs scale3:06–3:26 Scale expectations now: Amazon's ebook upload limit anecdote (3/day)3:40–4:30 Fellow previously managing an “army of writers” → now mostly AI/agents4:36–5:00 “Taste” as the differentiator: what good content is + standing out5:53–7:12 The 100-post update explained: not link swaps—full repositioning + modernized advice7:25–9:36 Switching from ChatGPT to Claude; LinkedIn poll results + “context retention” theme9:48–10:21 Claude Projects setup: separate projects to maintain context and instructions14:43–15:29 Prompt versioning: internal links, new features, and repeated refinement cycles18:55–19:20 Demo: paste URL → Claude fetches page → follows checklist automatically19:26–20:24 Manuela's QA: she reads/edits everything; “taste” = final layer (like editing writers)21:38–23:17 Claude Skills discussion: turning repeated workflows into reusable MD “skills” (personal vs company-wide)25:42–26:26 SEO myth: focus isn't “AI penalty,” it's originality and substance (quotes, stats, real insight)26:38–28:39 Original content engine: Ask Fellow pulls anonymized customer-call insights by feature/integration28:39–31:21 Building documents from transcripts (pain points, best practices, FAQs, quotes) → export to Doc/PDF31:21–33:29 Feed exported insights into Claude Project to draft a tight article rich with customer quotes33:29–36:06 Why it works: management loop (outcomes → constraints → review → feedback) at faster cadence36:18–37:30 What's next: Claude Code / Claude “co-work”; projects as “mini employees”37:02–38:06 Personal brand workflow: Claude analyzes best LinkedIn posts → style guide + voice-based drafting (Whisper Flow)38:28–39:12 Wrap: AI speed is real; staying current requires constant learningTools & technologies mentioned (with brief descriptions)Claude (Anthropic) — LLM used for higher-quality long-context writing, structured rewrites, and content systems.Claude Projects — Workspace feature to keep persistent instructions/context per workflow (e.g., content optimization agent).Claude Skills — Reusable capabilities packaged as uploaded markdown files (personal or org-wide) to standardize output.Claude Code / Claude “co-work” — Anthropic workflows/webinars referenced for deeper automation beyond writing (emerging).ChatGPT — Baseline comparison model; Manuela notes switching due to Claude's perceived context + output quality.Excel + Claude — Mentioned via finance demo: using Claude in Excel to build financial models.Fellow.ai — AI meeting assistant used for transcripts, summaries, action items, and cross-tool integrations.Ask Fellow — Fellow feature that queries meeting knowledge (calls/transcripts) to generate anonymized insight docs.Anonymization (in Fellow) — Removes identifying customer details while preserving job titles/quotes for safe content use.Integrations (examples named) — Slack, Asana, HubSpot, Salesforce, Linear, Jira, Confluence (tools Fellow connects with).Whisper Flow — Voice-to-text capture tool used to speak ideas, then convert into styled writing (e.g., LinkedIn drafts).Subscribe at⁠ thisnewway.com⁠ to get the step-by-step playbooks, tools, and workflows.

If you've ever told yourself, "I just need to stay calm," you've been sold a half-truth. Because elite performers don't win by being calm. They win by using emotion as data—and refusing to let it drive the steering wheel. In this masterclass conversation, I sit down with Mindset and Performance Coach Collin Henderson to unpack what actually separates average performers from elite ones: not talent… not even skill… but the ability to reduce internal interference when pressure spikes—on the first tee, on the back nine, or in the biggest moments in business. We break down Collin's "4 levels of confidence," the #1 performance killer (FOPO: fear of other people's opinions), why your brain is always trying to keep you safe (even when it sabotages you), and how to build unshakable confidence through identity, self-talk, and a repeatable process. In this episode, you'll learn: Why emotional regulation isn't "staying calm," but staying in control How to perform confidently without feeling confident Collin's 4 levels of confidence—and why most people get trapped in levels 2–3 The equation that explains choking under pressure: Talent + Skill – Internal Interference How to kill FOPO and stop playing golf (and life) like you're being judged by a panel Why identity is the true ceiling—and how to change it The simple framework to shift your "don'ts" into "do's" and stop carving failure into your nervous system Get your pencils ready and start listening.  P.S. UPDATE: I have decided to start anew on Instagram. Follow me @thepaulsalter for your daily dose of high-performance wisdom, insights, and actions. P.P.S. Curious to learn more about the results my clients are experiencing and what they say about working with me? Read more here. Apply for 1-1 Mindset and Performance Coaching: Click here to apply to work with me. More About Collin Collin Henderson is the founder and CEO of Master Your Mindset, LLC, and one of today's leading voices in mental conditioning. A former two-sport Division I athlete and top-ranked medical sales professional, he left corporate success to coach elite performers full-time. Acclaimed broadcaster Jim Rome calls him "an authority of what matters most — an elite mindset." Collin has authored seven books, hosts the Master Your Mindset podcast, and has trained #1 NBA draft picks, Heisman finalists, and top performers across pro sports and Fortune 500 companies. His trainings have been utilized by organizations like Nike, Microsoft, Salesforce, Amazon, and Novartis. A proud family man and dad of five, Collin also loves Fruity Pebbles, pizza, Ted Lasso, and cute puppy videos on Instagram. Learn more about Collin by visiting his website. Play to Your Potential On (and Off) the Course Schedule a Mindset Coaching Discovery Call Subscribe to the More Pars than Bogeys Newsletter Download my "Play Your Best Round" free hypnosis audio recording. High-Performance Hypnotherapy and Mindset Coaching Paul Salter - known as The Golf Hypnotherapist - is a High-Performance Hypnotherapist and Mindset Coach who leverages hypnosis and powerful subconscious reprogramming techniques to help golfers of all ages and skill levels overcome the mental hazards of their minds so they can shoot lower scores and play to their potential. He has over 16 years of coaching experience working with high performers in various industries, helping them get unstuck, out of their own way, and unlock their full potential. Click here to learn more about how high-performance hypnotherapy and mindset coaching can help you get out of your own way and play to your potential on (and off) the course.  Instagram: @thegolfhypnotherapist  Key Takeaways: Emotions are information, not instructions; use them as data without letting them dictate behavior. You don't have to feel great to perform great; elite performers execute through uncertainty and discomfort. Most people operate with conditional confidence, while unshakable confidence commits without needing results or validation. Talent plus skill minus internal interference determines execution probability, not talent alone. Fear of other people's opinions (FOPO) quietly sabotages performance, even though others are focused on themselves. Negative self-labels reinforce a fixed identity and set a ceiling on performance. Scripted self-talk and repeatable processes prevent the mind from freelancing under pressure. Key Quotes: "Words are the language of the brain. Emotions are the language of the body."  "You don't have to feel great to perform great." "If you can't control your state, you can't control your performance."  "If you want to change your psychology, use your physiology."  "Talent plus skill minus internal interference equals execution probability."  "You never outperform your self-image."  Time Stamps: 00:00: Understanding Emotional Regulation 03:01: The Four Levels of Confidence 05:42: Building Unshakable Confidence 08:22: The Impact of Internal Interference 11:04: The Role of Identity in Confidence 13:42: Self-Talk and Performance 16:32: The Importance of Process in Golf 19:15: Cognitive Diffusion and Overcoming Interference 21:08: Reframing Self-Talk for Success 24:05: The Power of Self-Image and Self-Talk 27:52: Creating a Reset Routine for Performance 29:13: Managing Pressure and Mental Interference 32:44: Detaching Self-Worth from Results 36:40: Building a Balanced Identity 39:34: The Importance of Mindset Training 43:07: The Process of Figuring It Out

The podcast dives into the explosive advances in agentic AI, where developers and even Fortune 100 companies are racing to use powerful tools like Gastown, despite their unfinished and sometimes dangerous edges. If you thought ChatGPT was a revolution, wait until you hear how developers are orchestrating armies of AIs with real-world impact. Anthropic's Move Into Legal Is Sinking Data Services Stocks Data centers in space makes no sense The hitchhiker's guide to Musk's SpaceX memo Two kinds of AI users are emerging. The gap between them is astonishing. Does AI already have human-level intelligence? The evidence is clear - Nature OpenAI will retire several models, including GPT-4o, from ChatGPT next month Jensen Huang says Nvidia would love to back an OpenAI IPO, and there's 'no drama' with Sam Altman Firefox will soon let you block all of its generative AI features Salesforce signs $5.6B deal to inject agentic AI into the US Army HHS Is Making an AI Tool to Create Hypotheses About Vaccine Injury Claims French office of Elon Musk's X raided by Paris prosecutor's cybercrime unit An AI Toy Exposed 50K Logs of Its Chats With Kids To Anyone With a Gmail Account Darren Aronofsky's AI Studio Used Artificial Intelligence Tools for Revolutionary War Animated Series — but Hired Human Actors to Voice Founding Fathers Forget Hinge or Bumble. This App Promises a Personal AI Matchmaker Scientists Launch AI DinoTracker App That Identifies Dinosaur Footprints Project Genie: Experimenting with infinite, interactive worlds Anthropic Takes Aim at OpenAI's ChatGPT in Super Bowl Ad Debut Move to Ban Social Media for Kids Gains Traction in Europe The Matrix Resurrections Is a Messy, Imperfect Triumph The Thatcher Effect and other Optical Toys Fascinating Research: AIs are highly inconsistent [i.e., random] when recommending brands or products Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steve Yegge Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. 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: joindeleteme.com/twit promo code TWIT monarch.com with code IM zscaler.com/security helixsleep.com/machines

The Operator's Guide to AI Tool Selection (Before Your CEO Buys Another One) Your entrepreneur is excited about another AI tool, but before you add it to your tech stack, you need to know this: MIT research shows that 95% of AI investments have produced zero returns at the company level.  The Salesforce disaster is the perfect case study: they laid off 4,000 employees to pivot to AI (after promising it wouldn't impact jobs), then had to pivot back when the large language models proved unreliable and experienced drift.  As operators and Seconds-In-Command, you're fielding these AI tool requests constantly, but most SMBs aren't ready for agentic AI or even vibe-coded applications that pose serious security risks (60% of businesses shut down after a cyber attack). In this episode, host Megan Long covers some basic frameworks and points of skepticism to be aware of before adopting any AI tool - agentic or vide-coded.  Beyond ROI concerns, there are real ethical considerations. Being intentional about AI tool selection isn't just about avoiding wasted budget; it's about building efficiencies responsibly without compromising security or causing harm. You'll hear all about: 00:29 - Introduction: The plethora of AI tools promising the world and how operators are fielding these from excited CEOs 00:59 - Origin story: Second First Mastermind quarterly cohort meetings and how vendor selection became a hot topic 01:49 - The 6 critical questions to ask before purchasing any software or tool (pull up your notes app!) 02:57 - The overwhelming answer: Yes, we've all wasted significant time and money on failed software purchases 03:14 - The AI reality check: MIT research shows 95% of AI investments have produced zero returns 03:36 - The nuance: Individuals find personal efficiencies, but company-level P&L shows no benefits 03:45 - Surprising finding: Most AI investments go to Sales & Marketing instead of Operations 03:59 - Salesforce case study: Laid off 4,000 employees for AI, then had to pivot back when it failed 04:40 - Vibe coding concerns: Security and compliance risks when beginners code their own apps 05:18 - The scary stat: 60% of businesses shut down following a cyber attack 05:43 - What is agentic AI and why it sounds so promising (systems that act autonomously on your behalf) 06:14 - Why most SMBs aren't ready: Clean your house before inviting the AI guest over 06:52 - Four guidelines for selecting AI tools: Start low-cost, tie to value creation, plan to scale, use KYA framework 08:11 - The Know Your Agent (KYA) framework: Capability, behaviors, decision tracing, abuse prevention, sandboxes, and human overrides 09:15 - Soapbox moment: Using AI ethically and understanding why people are anti-AI 09:50 - The creative industry impact: Animation directors, musicians, and the elimination of royalties 10:27 - Other ethical concerns: Deepfakes, surveillance, misinformation, environmental harm in rural communities   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

In this compelling episode of Start With a Win, Adam Contos sits down with empathy strategist and bestselling author Maria Ross for a conversation that challenges outdated leadership myths and reframes what it truly means to lead in today's world. With sharp insight, real-world perspective, and an energizing presence, Maria invites listeners into a deeper exploration of how modern leaders earn loyalty, navigate tension, and build organizations people actually want to follow. This episode doesn't preach - it provokes, stretches assumptions, and leaves you leaning in for what comes next.Maria Ross is the founder of Red Slice, helping organizations drive growth through empathy-driven leadership, branding, and culture. For nearly 20 years, she has worked with startups, nonprofits, and enterprise brands - including Splunk, GSK, Salesforce, and LogicGate - to sharpen messaging, elevate brands, and build strong cultures, leading clients to acquisitions and IPOs.A sought-after speaker and the author of The Empathy Edge and The Empathy Dilemma, Maria also hosts The Empathy Edge podcast. Her insights have appeared on MSNBC, NPR, Forbes, and Newsweek. She lives in Northern California with her family and a lively mix of pets - and a deep love for British crime dramas and Jeopardy!00:00 Intro02:25 A two-year old gave her the idea!05:03 What is the definition – for business?08:05 What are the five pillars?11:31 Last pillar is not what you think, keep listening….14:55 Powerful, powerful quote, you may need to rewind and really listen!22:01 This is your competitive edge. 27:37 This is the misunderstanding… 28:20 And here it is!32:20 I don't check emails until I complete this.https://www.red-slice.com/https://red-slice.com/podcast/Book:  https://red-slice.com/the-empathy-dilemma-book/https://www.instagram.com/redslicemaria/?hl=enhttps://www.linkedin.com/in/mariajross/https://www.facebook.com/redslicehttps://www.youtube.com/user/mariajross===========================Subscribe and Listen to the Start With a Win Podcast HERE:

In this episode, Pat Damer, SVP of Revenue at Arcis Golf (70 properties, $1B portfolio), shares with Ed Heil how his company transformed from managing 3 clubs to 70 by prioritizing revenue operations, smart technology adoption, and member-first service. From sticky note CRMs to enterprise automation, Pat walks through the practical evolution of club operations and why revenue growth creates better member experiences. This conversation cuts through the usual tech-versus-tradition debate with clear examples of how automation enhances, not replaces, exceptional service. If you're managing one club or scaling multiple properties, Pat's perspective on starting small, getting quick wins, and choosing the right tools will give you a practical path forward. Episode Highlights: 01:23 – The rocket ship years: Growing from 3 clubs to 70 properties 04:18 – Investment philosophy: Why deferred maintenance and member experience both matter 06:19 – The "declare your major" conversation that shaped Pat's revenue-first approach 08:39 – Why revenue fixes more problems than cost-cutting 09:18 – Operational software vs. experience software: Understanding the distinction 14:42 – The HubSpot pivot: Moving from Salesforce to an integrated CRM platform 22:30 – Lead generation reality check: Why most clubs don't need traditional pipeline management 26:04 – Member journey automation: Pre-arrival, birthdays, and personalized communication 31:40 – The integration challenge: Why siloed systems create operational friction 37:46 – Technology and exceptional service aren't mutually exclusive 40:34 – First steps for club leaders: Start small, get quick wins, build buy-in

New data shows health and property insurance premiums are skyrocketing by 26%. We will analyze this "shadow inflation" and how to adjust your budget and portfolio for rising protection costs.Today's Stocks & Topics: Woodward, Inc. (WWD), Market Wrap, A. O. Smith Corporation (AOS), When to Hit the Panic Button, Barrick Mining Corporation (B), iShares Silver Trust (SLV), The "Insurance" Inflation Spike, Salesforce, Inc. (CRM), PayPal Holdings, Inc. (PYPL), Chubb Limited (CB), Fixed Index Annuities, PayPal Holdings, Inc. (PYPL), The Housing Market.Our Sponsors:* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Topics: (00:00:00) - Intro (00:03:43) - Heroes and inspirations (00:07:14) - The rise of Chinese electric vehicles (00:12:13) - The Tesla experience (00:31:04) - Tesla's rapid development and industry impact (00:32:54) - The culture of speed and frugality at Tesla (00:34:10) - Elon's leadership and pressure tactics (00:37:22) - Transitioning from Tesla to Waymo (00:39:43) - Waymo's organizational structure and challenges (00:43:35) - The future of autonomous vehicles (00:54:34) - Founding Light Source and addressing procurement issues (01:00:23) - Conclusion and final thoughts Links: LightSource - https://lightsource.ai/ Spencer on LinkedIn - https://www.linkedin.com/in/spenpenn/ Preorder the Book of Elon - https://a.co/d/02huhEee To support the costs of producing this podcast:  >> Buy a copy of the Navalmanack: www.navalmanack.com/  >> Buy a copy of The Anthology of Balaji: https://balajianthology.com/ >> Sign up for my online course and community about building your Personal Leverage: https://www.ejorgenson.com/leverage  >> Invest in early-stage companies alongside Eric and his partners at Rolling Fun: https://angel.co/v/back/rolling-fun >> Join the free weekly email list at ejorgenson.com/newsletter >> Text the podcast to a friend >> Or at least give the podcast a positive review to help us reach new listeners! Quotes from Spencer: “It was the most fun I never want to have again.” (Describing his time at Tesla during the Model 3 production ramp) “The Model 3 seat feel is attuned directly to Elon's butt.” “I'm not an Elon fanboy, but I'm also not a critic. I'm an optimist.” “Speed wins. After seeing both Tesla and Waymo, that's my belief.” “We were the underdog. Eventually, it does end up feeling like you're on the winning team.” “You couldn't go into a meeting with Elon and show up empty-handed.” “This opportunity we're pursuing at LightSource should have disappeared 20 years ago.” “ERP is the finance system of record. What's Salesforce in reverse? That's LightSource.” “The thing that surprised me: every company still runs procurement on spreadsheets and email.” “Tesla built their own ERP system from scratch. That's not normal.” “There are things that are just core to the P&L of every business… and yet completely orphaned in the tech stack.”

Today's guest is Gillian Hinkle, Senior Director of Growth & Digital Marketing for Heroku at Salesforce. Gillian brings extensive experience in enterprise growth strategy, digital operations, and the practical deployment of data and AI across complex marketing and revenue workflows. Gillian joins Emerj Editorial Director Matthew DeMello to explore how enterprise leaders can distinguish automation from true AI, design human-in-the-loop systems, and deploy generative and agentic tools responsibly inside real-world data environments. The conversation also examines how to reduce tool sprawl, strengthen data governance, and focus AI initiatives on high-impact workflows like lead qualification and customer service handoffs to drive measurable efficiency, improve employee engagement, and lower compliance and brand risk. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the 'AI in Business' podcast! If you've enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!

What happens when AI bots get their own social network, Silicon Valley execs cozy up to power, and Apple takes a cut from creators? This week's panel calls out the bold, bizarre, and often problematic ways tech's biggest players are reshaping everything from AI assistants to your everyday privacy. There's a social network for AI agents, and it's getting weird Moltbook is the most interesting place on the internet right now Exposed Moltbook Database Let Anyone Take Control of Any AI Agent on the Site Pentagon clashes with Anthropic over military AI use, sources say Salesforce signs $5.6B deal to inject agentic AI into the US Army Angry Norfolk residents lose lawsuit to stop Flock license plate scanners SpaceX wants to put 1 million solar-powered data centers into orbit Elon Musk reportedly wants a June SpaceX IPO to align with his birthday, the planets Tesla hits a grim milestone: its second straight year of decline Tesla says production-ready Optimus robot is coming soon Microsoft reports strong cloud earnings in Q2 as gaming declines What We Learned From Meta, Microsoft and Tesla Apple tells Patreon to move creators to in-app purchase for subscriptions by November Apple CEO Tim Cook 'heartbroken' after repeated ICE killings in Minneapolis A rival smart glasses company is suing Meta over its Ray-Ban products TikTok, YouTube, and Meta are headed to court for a landmark trial over social media addiction The 'Social Media Addiction' Narrative May Be More Harmful Than Social Media Itself TikTok users freak out over app's 'immigration status' collection — here's what it means A Waymo hit a child near an elementary school in Santa Monica Autonomous cars, drones cheerfully obey prompt injection by road sign Samsung's TriFold phone will cost $2,899 in the US Groundhogs are bad at predicting weather, but they're valuable animal engineers Satellites encased in wood are in the works Belkin reminds users that its Wemo smart home products are shutting down this week Host: Leo Laporte Guests: Gary Rivlin, Devindra Hardawar, and Victoria Song Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: monarch.com with code TWIT Melissa.com/twit helixsleep.com/twit canary.tools/twit - use code: TWIT expressvpn.com/twit

What happens when AI bots get their own social network, Silicon Valley execs cozy up to power, and Apple takes a cut from creators? This week's panel calls out the bold, bizarre, and often problematic ways tech's biggest players are reshaping everything from AI assistants to your everyday privacy. There's a social network for AI agents, and it's getting weird Moltbook is the most interesting place on the internet right now Exposed Moltbook Database Let Anyone Take Control of Any AI Agent on the Site Pentagon clashes with Anthropic over military AI use, sources say Salesforce signs $5.6B deal to inject agentic AI into the US Army Angry Norfolk residents lose lawsuit to stop Flock license plate scanners SpaceX wants to put 1 million solar-powered data centers into orbit Elon Musk reportedly wants a June SpaceX IPO to align with his birthday, the planets Tesla hits a grim milestone: its second straight year of decline Tesla says production-ready Optimus robot is coming soon Microsoft reports strong cloud earnings in Q2 as gaming declines What We Learned From Meta, Microsoft and Tesla Apple tells Patreon to move creators to in-app purchase for subscriptions by November Apple CEO Tim Cook 'heartbroken' after repeated ICE killings in Minneapolis A rival smart glasses company is suing Meta over its Ray-Ban products TikTok, YouTube, and Meta are headed to court for a landmark trial over social media addiction The 'Social Media Addiction' Narrative May Be More Harmful Than Social Media Itself TikTok users freak out over app's 'immigration status' collection — here's what it means A Waymo hit a child near an elementary school in Santa Monica Autonomous cars, drones cheerfully obey prompt injection by road sign Samsung's TriFold phone will cost $2,899 in the US Groundhogs are bad at predicting weather, but they're valuable animal engineers Satellites encased in wood are in the works Belkin reminds users that its Wemo smart home products are shutting down this week Host: Leo Laporte Guests: Gary Rivlin, Devindra Hardawar, and Victoria Song Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: monarch.com with code TWIT Melissa.com/twit helixsleep.com/twit canary.tools/twit - use code: TWIT expressvpn.com/twit

What happens when AI bots get their own social network, Silicon Valley execs cozy up to power, and Apple takes a cut from creators? This week's panel calls out the bold, bizarre, and often problematic ways tech's biggest players are reshaping everything from AI assistants to your everyday privacy. There's a social network for AI agents, and it's getting weird Moltbook is the most interesting place on the internet right now Exposed Moltbook Database Let Anyone Take Control of Any AI Agent on the Site Pentagon clashes with Anthropic over military AI use, sources say Salesforce signs $5.6B deal to inject agentic AI into the US Army Angry Norfolk residents lose lawsuit to stop Flock license plate scanners SpaceX wants to put 1 million solar-powered data centers into orbit Elon Musk reportedly wants a June SpaceX IPO to align with his birthday, the planets Tesla hits a grim milestone: its second straight year of decline Tesla says production-ready Optimus robot is coming soon Microsoft reports strong cloud earnings in Q2 as gaming declines What We Learned From Meta, Microsoft and Tesla Apple tells Patreon to move creators to in-app purchase for subscriptions by November Apple CEO Tim Cook 'heartbroken' after repeated ICE killings in Minneapolis A rival smart glasses company is suing Meta over its Ray-Ban products TikTok, YouTube, and Meta are headed to court for a landmark trial over social media addiction The 'Social Media Addiction' Narrative May Be More Harmful Than Social Media Itself TikTok users freak out over app's 'immigration status' collection — here's what it means A Waymo hit a child near an elementary school in Santa Monica Autonomous cars, drones cheerfully obey prompt injection by road sign Samsung's TriFold phone will cost $2,899 in the US Groundhogs are bad at predicting weather, but they're valuable animal engineers Satellites encased in wood are in the works Belkin reminds users that its Wemo smart home products are shutting down this week Host: Leo Laporte Guests: Gary Rivlin, Devindra Hardawar, and Victoria Song Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: monarch.com with code TWIT Melissa.com/twit helixsleep.com/twit canary.tools/twit - use code: TWIT expressvpn.com/twit

What happens when AI bots get their own social network, Silicon Valley execs cozy up to power, and Apple takes a cut from creators? This week's panel calls out the bold, bizarre, and often problematic ways tech's biggest players are reshaping everything from AI assistants to your everyday privacy. There's a social network for AI agents, and it's getting weird Moltbook is the most interesting place on the internet right now Exposed Moltbook Database Let Anyone Take Control of Any AI Agent on the Site Pentagon clashes with Anthropic over military AI use, sources say Salesforce signs $5.6B deal to inject agentic AI into the US Army Angry Norfolk residents lose lawsuit to stop Flock license plate scanners SpaceX wants to put 1 million solar-powered data centers into orbit Elon Musk reportedly wants a June SpaceX IPO to align with his birthday, the planets Tesla hits a grim milestone: its second straight year of decline Tesla says production-ready Optimus robot is coming soon Microsoft reports strong cloud earnings in Q2 as gaming declines What We Learned From Meta, Microsoft and Tesla Apple tells Patreon to move creators to in-app purchase for subscriptions by November Apple CEO Tim Cook 'heartbroken' after repeated ICE killings in Minneapolis A rival smart glasses company is suing Meta over its Ray-Ban products TikTok, YouTube, and Meta are headed to court for a landmark trial over social media addiction The 'Social Media Addiction' Narrative May Be More Harmful Than Social Media Itself TikTok users freak out over app's 'immigration status' collection — here's what it means A Waymo hit a child near an elementary school in Santa Monica Autonomous cars, drones cheerfully obey prompt injection by road sign Samsung's TriFold phone will cost $2,899 in the US Groundhogs are bad at predicting weather, but they're valuable animal engineers Satellites encased in wood are in the works Belkin reminds users that its Wemo smart home products are shutting down this week Host: Leo Laporte Guests: Gary Rivlin, Devindra Hardawar, and Victoria Song Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: monarch.com with code TWIT Melissa.com/twit helixsleep.com/twit canary.tools/twit - use code: TWIT expressvpn.com/twit

Shawn O'Malley and Daniel Mahncke break down Doximity (ticker: DOCS), known as “the LinkedIn for doctors,” with a suite of productivity apps supporting physicians' workflows, too. Incredibly, 80% of physicians in the U.S. are on Doximity, giving them fertile real estate to monetize those eyeballs with high-margin advertising opportunities for pharma companies. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:00:22 - Why Doximity is so uniquely positioned to capitalize on pharmaceutical marketing 00:01:42 - How much of the U.S. health care system is still plagued by bureaucratic admin work, and the opportunity that creates for Doximity 00:03:40 - What makes Doximity's ecosystem so useful for physicians at all stages of their career 00:10:32 - Why Doximity uses subscription-based advertising options 00:25:26 - How the company protects doctors' privacy and saves them hours a week doing admin tasks with HIPAA-compliant generative AI tools 00:26:01 - How Doximity uses productivity tools to complement its social networking service 00:44:22 - The risks and moats of having a business so concentrated on one industry 00:56:17 - How to think about modeling DOCS' intrinsic value 01:02:36 - Whether Shawn and Daniel add DOCS to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter.⁠⁠⁠⁠⁠⁠ Shawn & Daniel use ⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠ for every company they research — use their ⁠⁠⁠⁠referral link⁠⁠⁠⁠ to get started with a 15% discount! Learn how to ⁠⁠⁠⁠join us⁠⁠⁠⁠ in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Check out Doximity Pitch on Value Investors Club. Doximity's 2023 Shareholder Presentation. Doximity's Investor Relations Page. Business Breakdowns' podcast on Doximity. Listen to Doximity's Investor Day. Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm