Podcasts about SSO

Play Episode Listen Later Aug 2, 2026 84:58

Tom Verrilli is the chief product officer at Whatnot, a live shopping platform that's become the fastest-growing U.S. marketplace business in history, with over $8 billion in GMV. Before joining Whatnot, Tom was CPO at Twitch and director of product growth at Twitter (during one of the most turbulent periods in the company's history).In our in-depth conversation, we discuss:1. Why Whatnot's product team was founded on the premise “we regret that product management exists”2. How AI is reshaping the PM role3. What Tom looks for when hiring PMs4. The shift toward senior ICs doing the work5. How AI has transformed data science at Whatnot6. Tom's “play the accordion” mental model7. Why “hire great people and get out of their way” fails8. His biggest lessons from his time at Twitter—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and moreMercury—Radically different banking, now with Command—Episode transcript: https://www.lennysnewsletter.com/p/this-cpo-regrets-that-product-management—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Tom Verrilli:• X: https://x.com/tdrobbo• LinkedIn: https://www.linkedin.com/in/tom-robertson-042—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction(02:40) “We regret that product management exists”: what it means and why(08:30) When specialization makes sense, and when it doesn't(15:20) How Whatnot structures its PM org(17:28) What 31,832 PM applications revealed about the function(19:40) How to develop systems thinking(22:10) The shift to senior ICs doing IC work(32:26) Advice for PMs struggling in today's market(35:22) How AI has transformed work at Whatnot(41:14) The data scientist problem(42:48) Which roles are trending up and down(44:48) What the product team of the future looks like(46:29) Why core PM skills are the most durable in an AI world(49:23) How to get the most out of the people you hire(53:32) Navigating the CPO-founder relationship(57:34) Advice for aspiring CPO's(59:16) How to know when to stand firm and when to step back(01:01:38) Play the accordion: balancing strategic vision with fast iteration(01:06:35) Agentic commerce vs. live commerce(01:09:46) Lessons from Twitter(01:13:07) Failure corner(01:15:45) Lightning round and final thoughts—Referenced:• Whatnot: https://www.whatnot.com• Building, and Whatnot: https://www.linkedin.com/pulse/building-whatnot-tom-verrilli-bwkdc• Twitch: https://www.twitch.tv• Why Netflix is betting on systems thinkers—not specialists—in the AI era | Elizabeth Stone (CPTO): https://www.lennysnewsletter.com/p/netflix-cpto-on-ai-and-the-future• Peter Bailis on LinkedIn: https://www.linkedin.com/in/pbailis• Mike Krieger on LinkedIn: https://www.linkedin.com/in/mikekrieger• Anthropic's CPO on what comes next | Mike Krieger (co-founder of Instagram): https://www.lennysnewsletter.com/p/anthropics-cpo-heres-what-comes-next• Ben Kus on LinkedIn: https://www.linkedin.com/in/benkus• Henry Shi on LinkedIn: https://www.linkedin.com/in/henrythe9th• Hex Threads: https://hex.tech/product/threads• Product management theater | Marty Cagan (Silicon Valley Product Group): https://www.lennysnewsletter.com/p/product-management-theater-marty• Grant LaFontaine on LinkedIn: https://www.linkedin.com/in/grantlafontaine• Logan Head on LinkedIn: https://www.linkedin.com/in/logan-head• Emmett Shear on LinkedIn: https://www.linkedin.com/in/emmettshear• Kara Swisher on X: https://x.com/karaswisher• Jeff Bezos: Amazon and Blue Origin—Lex Fridman Podcast: https://www.youtube.com/watch?v=DcWqzZ3I2cY• Star City on AppleTV+: https://tv.apple.com/us/show/star-city/umc.cmc.2l8p785osmtmiyk64bh6tfde1• For All Mankind on AppleTV+: https://tv.apple.com/us/show/for-all-mankind/umc.cmc.6wsi780sz5tdbqcf11k76mkp7• Service NSW Mobile App: https://www.service.nsw.gov.au/services/service-nsw-mobile-app• Rudyard Kipling: https://en.wikipedia.org/wiki/Rudyard_Kipling• E-fish.com: https://www.e-fish.com—Recommended books:• The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers―Straight Talk on the Challenges of Entrepreneurship: https://www.amazon.com/dp/0062273205• The Purpose Driven Church: Every Church Is Big in God's Eyes: https://www.amazon.com/dp/0310201063• Babel: Or the Necessity of Violence: An Arcane History of the Oxford Translators' Revolution―An Historic Fantasy of Dark Academia: https://www.amazon.com/Babel-Necessity-Violence-Translators-Revolution/dp/0063021439—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

god netflix ai lessons advice challenges building navigating failure entrepreneurship twitch product production jeff bezos apple tv lightning eyes regrets necessity archive recommended pms lenny product management anthropic exists ic cpo agentic rudyard kipling for all mankind ics kara swisher sso gmv what tom dark academia mike krieger rbac violence an arcane history hard thing about hard things building verrilli

Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]

Play Episode Listen Later Jul 28, 2026 53:33

My guest today is Sam Altman, CEO of OpenAI. It's a conversation spanning the history, present, and future of OpenAI, from the origin of ChatGPT through Codex, hardware, and their new Jalapeno chip. We discuss the early decision to buy compute at a scale nobody thought was rational, and the plan to build a gigawatt of new capacity every week. We talk about Kimi and distillation, the Hugging Face incident and what it means for the pace of AI development, and what it's like to raise kids who will grow up never knowing a world without abundant intelligence. Please enjoy my conversation with Sam Altman. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠. ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:02) Intro: Sam Altman, CEO of OpenAI (00:02:35) Refocusing (00:05:43) OpenAI's Compute Bets (00:09:07) Data Centers (00:11:14) Jalapeno Chip (00:11:52) Kimi, Distillation & Open Source (00:14:39) The Hugging Face Incident (00:17:46) OpenAI's Mission & Vision (00:22:14) All the Returns Are at the Frontier (00:22:27) Bottlenecks: Compute, Research, Data (00:23:49) Sam's View on AI & Jobs (00:26:56) Unpopular Bets That Turned Out Right (00:27:45) Model Cycles (00:29:45) How Sam Uses AI (00:32:44) Having Kids (00:34:56) Why Sam Has No Equity in OpenAI (00:35:33) Robotics (00:36:48) The Origin Story of ChatGPT (00:39:22) How to Get AI into More Hands (00:42:20) How Sam Recruited Great AI Researchers (00:43:57) What Sam Learned From Being an Investor (00:45:22) What the Next 6–36 Months Look Like (00:46:31) Codex (00:49:36) Could We Be Oversupplied in Compute in Two Years? (00:50:09) Sam's View on Scaling Laws (00:50:20) Alec Radford (00:51:12) Formative Moments (00:53:50) Kindest Thing

SSO or It's a No-Go: The Deal-Breakers One School Leader Won't Negotiate On

Marketing and Education

Play Episode Listen Later Jul 28, 2026 47:44 Transcription Available

Most EdTech companies pitch schools before they understand how decisions get made inside them. School budgets are tight, sales cycles are long, and trust is hard to earn and easy to lose. In a market this crowded, the vendors who succeed are rarely the loudest ones. They are the ones who understand what a school leader is weighing before they ever pick up the phone.Smita Kolhatkar has sat on both sides of that equation. She spent 15 years in high tech before becoming an educator, and today she is Assistant Head for Innovation, Responsible AI and EdTech at Gideon Hausner Jewish Day School in Palo Alto. She evaluates new products constantly, built her school's AI Tinkery program to teach AI literacy from kindergarten up, and has a clear, specific list of what earns her trust and what ends a conversation before it starts.In this conversation, Smita walks through her actual buying process: the no-gos that end a pitch immediately, why conference expo halls still outperform months of email outreach, and why a single "no" from her can quietly close the door at several other schools too. It's a clear look at what that decision-making looks like from the other side of the table, for anyone marketing or selling into K-12.What You'll LearnThe specific deal-breakers that end a vendor conversation immediately, including SSO integration and cross-platform compatibilityThe buying signals that earn her attention, and the outreach habits that shut a conversation down fastWhy a single school leader's "no" often reaches ten other schools through her professional networkWhy conference expo halls remain one of her most valuable discovery channels, even in a digital-first marketWhy AI literacy needs to start at age five, and how her school's AI Tinkery program puts that into practiceHer take on the no-screens debate, and why treating EdTech as all-or-nothing misses the real question schools are askingWhy It MattersEdTech companies are working in one of the toughest sales environments in years: tighter budgets, longer sales cycles, and a market flooded with AI tools faster than schools can evaluate them. What Smita describes is not just one school's experience, it is a window into how school leaders across the country are making these calls right now. She is not only a buyer, she is a connector: when something works, it moves through her professional network, and when something falls flat, that travels just as fast. For EdTech marketers and sales teams, the lesson is that a sale is never just to one person. The trust built or lost in a single conversation compounds across an entire network of schools.Resources Mentioned in this Episode:Gideon Hausner Jewish Day SchoolThe K-8 school where Smita serves as Educational Technology and Innovation Director.AI Tinkery at HausnerThe maker-style AI lab Smita built for students to experiment hands-on with AI tools and concepts.AI Tinkery at Stanford GSEThe Stanford Graduate School of Education program that inspired Smita's AI Tinkery model, credited to Dr. Karin Forssell.Stanford Accelerator for LearningAn overview of the Stanford initiative behind the AI Tinkery framework.AI Quests and Day of AIA resource Smita references for structured AI literacy activities.Hour of AI A companion resource to Hour of Code, focused specifically on AI literacy."The Learning Frontier"Hausner's AI in Education confererence for educators.Smita Kolhatkar on LinkedIn

Anthropic's first technical PM on token maxing, the jagged edge, and living in the future | Dianne Penn

Play Episode Listen Later Jul 26, 2026 93:50

Dianne Penn is Head of Product for Anthropic's AI Research and Labs teams. She joined in 2023 as Anthropic's first technical product manager, when the entire product team was five engineers, and has since helped ship every model from Claude 2 through Fable, and helped incubate Claude Code, MCP, Skills, computer use, tool use, and reasoning. Before Anthropic, she helped build Alexa's AI at Amazon and, before that, traded high-yield bonds at JP Morgan Chase.In our in-depth conversation, we discuss:1. What Anthropic's early days were like2. The inflection points that turned Anthropic from an underdog into the fastest-growing company in history3. How exactly Claude got so good at coding4. The eval-driven development loop her team is pioneering5. How to find joy in AI when everything is moving this fast6. Why Claude's willingness to push back is key to its success7. Where human judgment remains irreplaceable—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and moreMercury—Radically different banking, now with Command—Episode transcript: https://www.lennysnewsletter.com/p/anthropics-first-technical-pm-on—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Dianne Penn:• LinkedIn: linkedin.com/in/dianne-na-penn—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction(02:31) Early Anthropic days(08:55) Big milestones(13:50) Inside the exponential(20:02) Token maxing(23:30) Anthropic Labs and the incubation model(27:30) How the research role works(31:35) How to become a top researcher(35:18) Frontier model safeguards(39:38) Hiring in the AI era(44:16) Building an eval set(47:48) Evals vs PRDs(49:55) The importance of hands-on leadership(52:46) Finding joy in AI(58:10) How Dianne uses Claude(01:01:05) Avoiding overreliance on AI(01:03:50) The constitution that makes Claude better(01:07:11) AI writing and verification(01:11:40) Where human brains will continue to be valuable(01:14:10) Navigating AI with kids(01:16:26) Alignment, the future of the PM role, and burnout(01:21:54) Lightning round and final thoughts—Referenced:• Anthropic: https://www.anthropic.com• Golden Gate Claude: https://www.anthropic.com/news/golden-gate-claude• Dario Amodei's website: https://darioamodei.com• Scaling Laws and Interpretability of Learning from Repeated Data: https://www.anthropic.com/research/scaling-laws-and-interpretability-of-learning-from-repeated-data• Tokenmaxxing: How Top Builders Use AI To Do The Work Of 400 Engineers: https://www.ycombinator.com/library/Pa-tokenmaxxing-how-top-builders-use-ai-to-do-the-work-of-400-engineers• Garry Tan on X: https://x.com/garrytan• Anthropic co-founder on quitting OpenAI, AGI predictions, $100M talent wars, 20% unemployment, and the nightmare scenarios keeping him up at night | Ben Mann: https://www.lennysnewsletter.com/p/anthropic-co-founder-benjamin-mann• Anthropic's CPO on what comes next | Mike Krieger (co-founder of Instagram): https://www.lennysnewsletter.com/p/anthropics-cpo-heres-what-comes-next• Introducing Labs: https://www.anthropic.com/news/introducing-anthropic-labs• Louis CK | about airplane Wi Fi: https://www.youtube.com/watch?v=me4BZBsHwZs• What happens after coding is solved? | Fiona Fung (Manager of the Claude Code and Cowork Teams): https://www.lennysnewsletter.com/p/building-the-most-ai-pilled-engineering• The Anthropic Hive Mind: https://steve-yegge.medium.com/the-anthropic-hive-mind-d01f768f3d7b• How to build a company that withstands any era | Eric Ries, Lean Startup author: https://www.lennysnewsletter.com/p/how-to-build-a-company-that-withstands• Fallout on Prime Video: https://www.amazon.com/dp/B0CN4GGGQ2• Fallout (video game): https://fallout.bethesda.net• Claude Tag: https://www.anthropic.com/news/introducing-claude-tag—Recommended books:• Crucial Conversations: Tools for Talking When Stakes Are High: https://www.amazon.com/dp/0071771328• How to Raise an Adult: Break Free of the Overparenting Trap and Prepare Your Kid for Success: https://www.amazon.com/How-Raise-Adult-Overparenting-Prepare/dp/1627791779• Incorruptible: Why Good Companies Go Bad... and How Great Companies Stay Great: https://www.amazon.com/dp/B0FWZZBPZB—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

amazon head learning ai success building skills product raise hiring fallout engineers alignment wifi lightning technical openai archive labs recommended penn 100m frontier prime video lenny fable token anthropic jp morgan chase agi louis ck cpo lean startups mcp eric ries maxing jagged edge sso ai research mike krieger rbac garry tan talking when stakes are high crucial conversations tools interpretability prepare your kid overparenting trap adult break free

Matthew Smith — How America Runs Out of Natural Gas by 2030 - [Invest Like the Best, EP.483]

Play Episode Listen Later Jul 21, 2026 55:37

My guest today is Matthew Smith. Matthew is the founder and CIO of Chronometer Partners, which invests in energy, industrials, materials, power and utilities, and related infrastructure. For the last 18 months he and his team have modeled nearly every natural gas well, pipeline, and processing asset in the United States. He's reached a conclusion most of the market doesn't share. Starting in 2028, AI data centers and LNG exports will need more gas than the country can produce and deliver. By his math, the US could exhaust its working natural gas storage by 2030. In his words, the upside risk to prices becomes unbounded and convex. We talk about why this was set in motion long before AI arrived, why the US can't just turn off exports, who wins and loses among producers, nuclear, solar, and the hyperscalers, and what he sees as the only long-term solution. Please enjoy my conversation with Matthew Smith. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠. ----- In June, Matthew wrote a letter to a small group of confidants laying out the full case behind his natural gas forecast. He has allowed us to publish it. You can read the full letter here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠. ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like the Best (00:02:02) Episode Intro: Matt Smith (00:03:33) The Conclusion After 18 Months (00:04:56) The Die Was Cast Before AI (00:07:24) Sizing AI's Gas Demand (00:09:33) Why Not Just Stop Exporting? (00:11:38) Is the Gas Even There? (00:13:53) The Timing Problem, Not Supply (00:15:15) Flow Versus Stock (00:19:10) What Slows Gas to Market (00:22:21) If Nothing Changes by 2030 (00:26:11) Could Prices Hit Twenty Dollars? (00:27:00) Gas Producers Poised to Win (00:28:54) Utility-Scale Solar's Windfall (00:30:08) What About Nuclear? (00:32:40) SMRs (00:34:29) The US Consumer Pays (00:36:37) Turbine Makers Building Too Late (00:37:57) Are Hyperscalers Exposed Too? (00:44:25) Kickstarting the Nuclear Build (00:46:20) Put Solar on Every Roof (00:46:52) Implications for the World (00:49:26) No One's Securing Supply (00:52:57) The Challenge for Energy CEOs

#435 - Majority Rules: IDAC Live at Identiverse 2026

Identity At The Center

Play Episode Listen Later Jul 20, 2026 26:54

Jim McDonald and Jeff Steadman took the Identity at the Center podcast live at Identiverse 2026 in Las Vegas for a crowd-sourced game show called Majority Rules. Identity professionals competed in real time, picking answers to IAM and conference questions in a race to predict the majority. With a prize pool of over $5,000 for the top ten scorers, the stakes were high and the honesty was brutal. The episode also marks a milestone: IDAC hitting two million downloads. Thanks to Shirley Han and the CyberRisk Alliance team, and to sponsors Hyper, Red Block, SlashId, Rubrik, Stratacity, FusionAuth, Nexus, CrowdStrike, Hush Security, PlainId, RSM, and CyberRisk Alliance.Connect with us on LinkedIn:Jim McDonald: https://www.linkedin.com/in/jimmcdonaldpmp/Jeff Steadman: https://www.linkedin.com/in/jeffsteadman/Visit the show on the web at http://idacpodcast.com0:00 Introduction and Two Million Downloads Milestone1:00 Sponsor and Event Team Recognition3:00 How to Play Majority Rules4:00 Warm-Up Round Begins6:00 Battle Royale Mode Explained8:30 Decentralized Identity and the LDAP Reality10:30 Las Vegas Evening Entertainment11:30 Top Identity Trends at Identiverse 202612:30 Access Certification and the 4:55 PM Click13:30 Classic Vegas and Expo Hall Favorites14:50 PAM Strategies and the Post-it Note16:00 Conference Navigation and Footwear Survival18:00 Identity Log Monitoring Chaos19:30 Hallway Track Conversations20:30 Cloud Entitlements and Everyone Gets Root21:00 Sleep Habits at a Security Conference22:00 Business Cards in 202623:00 Legacy App Strategy and Thoughts and Prayers24:45 Las Vegas Dining Preferences25:30 Winners Announced and ClosingKeywords: IDAC, Identity at the Center, Jeff Steadman, Jim McDonald, Identiverse, Identiverse 2026, Majority Rules, live event, game show, IAM, identity and access management, decentralized identity, LDAP, SSO, PAM, privileged access management, cloud entitlements, ISPM, access certification, Las Vegas, cybersecurity, conference

las vegas identity i am hyper majority nexus crowdstrike rubrik business cards sleep habits rsm sso winners announced jim mcdonald ldap fusionauth cyberrisk alliance

Wordpress RCE, New Windows 0-day and Coca-Cola's Fairline ransomed

Cyber Security Today

Play Episode Listen Later Jul 20, 2026 13:07

New Windows zero-day, Coca-Cola's Fairlife hit by ransomware, and a core WordPress RCE David Shipley covers a new Windows zero-day disclosure from "Nightmare Eclipse" called LegacyHive, a local privilege escalation flaw in the Windows User Profile Service that could be weaponized despite a stripped-back public release, as Microsoft investigates and sets a Patch Tuesday record with 570 fixes including two exploited zero-days. Coca-Cola suspended U.S. production at its Fairlife dairy unit after a ransomware attack, with scope still being assessed and the Food and Ag ISAC warning the sector has seen about 205 attacks this year. Abbott faces two separate breach claims: ShinyHunters alleges vishing-led SSO compromise and massive data theft from legacy systems, while Shadowbytes claims access via LabCentral credentials, which Abbott disputes as non-sensitive. The episode also highlights Conti leak revelations about healthcare targeting and details a core WordPress bug chain (WP_2Shell) enabling unauthenticated RCE, now patched in 6.9.5 and 7.0.2. 00:00 Sponsor NordLayer 00:36 Headlines Preview 01:05 Windows Zero Day LegacyHive 03:35 Record Patch Tuesday 04:22 Fairlife Ransomware Shutdown 05:49 Abbott Dual Breach Probes 08:09 Conti Leaks Healthcare Cruelty 09:33 WordPress Core RCE WP 2Shell 11:29 Wrap Up And Listener Notes 12:06 Sponsor Message NordLayer

food microsoft windows coca cola wordpress abbott conti sso ransomed rce patch tuesday new windows fairlife

Why Netflix is betting on systems thinkers—not specialists—in the AI era | Elizabeth Stone (CPTO)

Play Episode Listen Later Jul 19, 2026 72:07

Elizabeth Stone is the Chief Product and Technology Officer (CPTO) at Netflix, where she oversees Engineering, Product, and Design. Since her first appearance on the podcast two years ago—which remained my second-most-popular episode for more than a year—she has expanded her role to lead product, in addition to engineering. Before Netflix, Elizabeth was VP of Science at Lyft, Chief Operating Officer at Nuna, an economist at Analysis Group, and a trader at Merrill Lynch.In our in-depth conversation, we discuss:1. Why “systems thinking” is now the most important skill she looks for2. How to manage the flood of AI-generated output without losing quality or signal3. How Netflix thinks about AI fluency as a universal expectation rather than a level-specific skill4. What “excellence as an operating system” means—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lennyMercury—Radically different banking, now with Command: https://mercury.com/command?utm_source=lennys&utm_medium=sponsored_newsletter&utm_campaign=26q3_brand_campaign—Episode transcript: https://www.lennysnewsletter.com/p/netflix-cpto-on-ai-and-the-future—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Elizabeth Stone:• LinkedIn: https://www.linkedin.com/in/elizabeth-stone-608a754—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction(02:25) AI and role confusion: the storming phase before the forming phase(07:36) How roles have changed in the past two and a half years(11:55) Will functions survive? The case for craft specialism(13:26) What Netflix is hiring more of—and less of(17:22) Why systems thinking is the rising skill across every function(20:20) Is the design process dead?(22:08) Skills trending down(28:33) AI fluency and Netflix's career ladder overlay(31:00) AI use cases beyond coding(35:12) Netflix's AI history(38:36) Excellence as an operating system(41:11) The pillars of the excellence OS(46:41) The keeper's test—and why it's mostly a positive conversation(50:21) Attracting top talent in the age of frontier AI labs(52:54) Junior talent, craft mastery, and the mentorship question(56:25) Where engineering goes in 5 to 10 years(59:45) The future of entertainment: beyond film and TV(1:02:18) AI in Hollywood: Netflix's creator-enablement position(1:06:15) Lightning round and final thoughts—Referenced:• How Netflix builds a culture of excellence | Elizabeth Stone (CTO): https://www.lennysnewsletter.com/p/how-netflix-builds-a-culture-of-excellence• Brian Chesky's new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• The design process is dead. Here's what's replacing it. | Jenny Wen (head of design at Claude): https://www.lennysnewsletter.com/p/the-design-process-is-dead• Claude Code: https://www.anthropic.com/product/claude-code• Claude Cowork: https://www.anthropic.com/product/claude-cowork• Netflix's “Keeper Test” and Why You Need It | Lorne Rubis: https://www.highlights.lornerubis.com/2015/08/the-netflix-keeper-test-and-the-courage-to-take-it• Innovation for Filmmaking, By Filmmakers: Why InterPositive Is Joining Netflix: https://about.netflix.com/en/news/why-interpositive-is-joining-netflix• InterPositive: https://weareinterpositive.com• Netflix Prize: https://en.wikipedia.org/wiki/Netflix_Prize• Quarterback on Netflix: https://www.netflix.com/title/81482895• The Bill Simmons Podcast on Netflix: https://www.netflix.com/title/82186214• Spencer Pratt on Instagram: https://www.instagram.com/spencerpratt• Salman Rushdie's Substack: https://salmanrushdie.substack.com• Remarkably Bright Creatures on Netflix: https://www.netflix.com/title/81911351• Eight Sleep: https://www.eightsleep.com• Tour de France: https://www.letour.fr/en—Recommended books:• Thinking in Systems: https://www.amazon.com/Thinking-Systems-Donella-H-Meadows/dp/1603580557• Into Thin Air: A Personal Account of the Mt. Everest Disaster: https://www.amazon.com/Into-Thin-Air-Personal-Disaster/dp/0385494785• Liar's Poker: https://www.amazon.com/Liars-Poker-Norton-Paperback-Michael/dp/039333869X—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

tv netflix ai science design thinking innovation skills stone product excellence os engineering mt substack lightning command betting chief operating officer archive attracting liar lyft recommended poker filmmaking lenny tour de france specialists thinkers merrill lynch salman rushdie spencer pratt chief product sso brian chesky remarkably bright creatures nuna bill simmons podcast rbac cpto hollywood netflix analysis group before netflix netflix prize

A Demonstration and Walkthrough of Be My Eyes for Mac

AppleVis Podcast

Play Episode Listen Later Jul 17, 2026

In this episode, Tyler demonstrates the Be My Eyes app for Mac. (Editor's Note: Be My Eyes is the parent company of AppleVis.)With Be My Eyes for Mac, you can use Be My AI to generate high-quality descriptions of visual content, such as screenshots, images stored on your Mac or its clipboard, and pictures taken using your Mac's camera. Topics covered in this demonstration include:Getting startedApp layoutApp keyboard shortcutsDescribing visual content and chatting with Be My AIChat historyEnabling and using the Be My Eyes Sharing extensionApp settingsBe My Eyes for Mac is free for personal use and can be downloaded from https://www.bemyeyes.com/be-my-eyes-for-desktop/.TranscriptDisclaimer: This transcript was generated by ‎Whisper Notes - Speech to Text, an AI-powered transcription app. It is not edited or formatted, and it may not accurately capture the speakers' names, voices, or content.Tyler: Hey AppleVissors, Tyler here, with a demonstration and walkthrough of BMIEyes4Mac. With BeMyEyes for Mac, you can use BMAI to receive high-quality descriptions of visual content right on your Mac. Like other BeMyEyes products, it's free to the consumer and can be downloaded from BMIES.com, link in the description. When you open it for the first time, you'll be prompted to sign in with your account e,ither with your email address or an SSO option like Apple, Facebook, or Google. After which you'll be asked to grant a few permissions needed for the app to function, and then you'll be presented with the interface, which in my opinion is slick and easy to use. And I'm demonstrate that now by opening BMIs on my Mac.VoiceOver: Applications window. BMI's application. Open. BMII quick actions selected tab.Tyler: Okay, so here we are in the Be My Eyes app. It landed on the Quick Actions tab, which appears to be selected. Five or left to orient to the window here.VoiceOver: Be my eyes.Tyler: Be my eyes and then fullVoiceOver: screen button.. Actions available And full screen,Tyler: minimize, close for just the windows control window controls and then just VO right.VoiceOver: Quick actions, selected tab.Tyler: Quick actions.VoiceOver: History tab.Tyler: History.VoiceOver: Tip. Get started with the my eyes button.Tyler: We have a tip and then if I want to dismiss that because I already know what I'm doing here, I'm gonna be right.VoiceOver: Dismiss tip button.Tyler: Dismiss screenshot command option s button. And here I am and a it has apparently interacted me with the describe with be my AI group. So if I press VOShift up arrow, VL left, we have the history tab, VO right, describe with my yacht group. Describe with be my AI.VoiceOver: Describe with my yacht group.Tyler: And that's the only thing in this interface. At least the top level of it. So I'm going to interact now with the OSH down arrow.VoiceOver: In described my AI group. Five items described with my AI. Command option S button.Tyler: Okay, that's screenshot, command option S.VoiceOver: Image. Command option I button.Tyler: Image, command option…

ai apple open iphone blind app mac chat command demonstrations enabling bmi voiceover vo walkthroughs vl sso be my eyes osh bmis applevis be my ai

John Kim - How to Raise a Few Billion Dollars - [Invest Like the Best, EP.482]

Play Episode Listen Later Jul 14, 2026 50:20

Today my guest is John Kim. John is one of the world's top and most prolific fundraisers. He was chief client officer at General Catalyst, where he helped raise many of the firm's flagship funds. He is now chairman and president of corporate development at Lila Sciences, a company building scientific superintelligence, where he has helped raise several hundred million dollars. He is also the author of The Tao of Fundraising. This conversation is really a guide on how to raise money from someone who has done it at the highest level. We talk about why persuasion equals desire minus fear, the difference between belief and trust, the laws of fundraising, and how to build the consensus that moves big pools of capital. Please enjoy my conversation with John Kim. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠. ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:02) Introduction of John Kim (00:02:39) Money Moves at the Speed of Trust (00:05:06) How to Start a Fundraising Campaign (00:08:03) Persuasion Equals Desire Minus Fear (00:12:20) How to Raise a Few Billion Dollars (00:15:58) The Benchmark Story (00:18:36) The Law of Differentiation (00:24:13) Law of Tradeoffs and Law of Pipeline (00:27:52) The Karpman Drama Triangle (00:30:42) Oprah Winfrey (00:33:49) Most Common Fundraising Mistakes (00:38:35) Secretary of State (00:45:40) The Inner Game (00:47:38) The Kindest Thing

How tech workers actually feel about AI in 2026 | Annual AI sentiment survey (Noam Segal)

Play Episode Listen Later Jul 12, 2026 96:29

Noam Segal is a longtime research leader across Airbnb, Meta, Twitter, Zapier, Intercom, and Figma, a certified coach, AI builder, and my community research lead. Together, we run the annual Tech Worker Sentiment Survey, now in its second year and one of the largest of its kind: a quantitative study of how people in tech actually feel about their jobs, AI, burnout, and the future of their careers. This year's survey captured responses from thousands of workers across product, engineering, design, research, marketing, data, and sales, and the results are striking.In our in-depth conversation, we discuss:1. Why AI has split the tech workforce almost exactly in half—one half that's thriving, another that's shaken2. The four emotional archetypes defining tech workers right now (the Energized, the Conflicted, the Disoriented, and the Resentful)3. Why burnout has jumped an alarming 11 points in a single year4. Why nobody in tech would recommend their job to someone entering the industry today5. The #1 fear in tech right now (it's not job loss to AI)6. Why managers are the single biggest lever for employee well-being7. Concrete advice for what employees and leaders can do right now—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lennyMercury—Radically different banking, now with Command: https://mercury.com/command?utm_source=lennys&utm_medium=sponsored_newsletter&utm_campaign=26q3_brand_campaign—Episode transcript: https://www.lennysnewsletter.com/p/how-tech-workers-actually-feel-about—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Noam Segal:• X: https://x.com/noamseg• LinkedIn: https://www.linkedin.com/in/noamsegal—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Noam Segal(02:34) About the survey: methodology and scope(06:04) The core finding: AI has split the tech workforce in half(13:03) The AI identity stance(14:40) The four archetypes: Energized, Conflicted, Disoriented, Resentful(19:35) Burnout is surging (and why shipping faster is making it worse)(22:53) A glimmer of hope(24:55) Layoff worries(29:15) The career recommendation NPS score(36:45) The ladder metaphor: rungs disappearing beneath our feet(45:14) AI is making us faster, not better(52:53) The #1 fear: being squeezed to do more for the same pay(55:55) The emotional landscape and “smiling exhaustion”(01:01:02) Designers and researchers: the most negative group two years running(01:06:27) Who's happiest(01:12:18) Managers: the single biggest lever on well-being(01:18:47) The industry is “chaotic”(01:24:53) What employees and leaders can do right now(01:31:32) AI guilt and closing thoughts—Referenced:• How tech workers are feeling in 2026: a workforce splitting in two: https://www.lennysnewsletter.com/p/how-tech-workers-are-feeling-in-2026• How tech's most resilient workers handle burnout: https://www.lennysnewsletter.com/p/how-techs-most-resilient-workers• Please stop the AI Confidence Theater: https://www.elenaverna.com/p/please-stop-the-ai-confidence-theater• Velocity over everything: How Ramp became the fastest-growing SaaS startup of all time | Geoff Charles (VP of Product): https://www.lennysnewsletter.com/p/velocity-over-everything-how-ramp• NPS Is The Worst: https://www.npsistheworst.com• The Terminator: https://www.imdb.com/title/tt0088247• Skynet: https://terminator.fandom.com/wiki/Skynet• Inside Devin: The world's first autonomous AI engineer that's set to write 50% of its company's code by end of year | Scott Wu (CEO and co-founder of Cognition): https://www.lennysnewsletter.com/p/inside-devin-scott-wu• Devin: https://devin.ai• An AI state of the union: We've passed the inflection point, dark factories are coming, and automation timelines | Simon Willison: https://www.lennysnewsletter.com/p/an-ai-state-of-the-union• Redeploying Fable 5: https://www.anthropic.com/news/redeploying-fable-5• Why half of product managers are in trouble | Nikhyl Singhal (Meta, Google): https://www.lennysnewsletter.com/p/why-half-of-product-managers-are-in-trouble• Inside Linear: Building with taste, craft, and focus | Karri Saarinen (co-founder, designer, CEO): https://www.lennysnewsletter.com/p/inside-linear-building-with-taste• Building beautiful products with Stripe's Head of Design | Katie Dill (Stripe, Airbnb, Lyft): https://www.lennysnewsletter.com/p/building-beautiful-products-with• The design process is dead. Here's what's replacing it. | Jenny Wen (head of design at Claude): https://www.lennysnewsletter.com/p/the-design-process-is-dead• OpenAI Codex lead on the new shape of product work | Andrew Ambrosino: https://www.lennysnewsletter.com/p/openai-codex-lead-on-the-new-shape• Elon Musk: ‘Chances are we're all living in a simulation': https://www.theguardian.com/technology/2016/jun/02/elon-musk-tesla-space-x-paypal-hyperloop-simulation—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Adam Mosseri: AI is a tailwind for authenticity

Play Episode Listen Later Jul 9, 2026 68:29

Adam Mosseri is the Head of Instagram, where he oversees an app used by over 3 billion people. He also leads the team building Threads. Adam has run Instagram for longer than its founders did, after taking over from Kevin Systrom and Mike Krieger in 2018. A designer by training, he spent over 15 years at Meta, starting as a designer on Facebook's mobile app, rising to lead Facebook's News Feed, and eventually chosen to lead Instagram. During his tenure, Instagram's user base has more than tripled.In our in-depth conversation, we discuss:1. How the canonical product team structure is changing in 2026, from baker's-dozen specialist teams to lean pods of four to six generalists2. The rise of the “product staff” role—a blending of PM, design, data science, and research into one generalist operator3. Why Adam is bullish on designers even as functional boundaries dissolve, and which roles are most at risk4. What the Instagram algorithm knows about you, and why it's only now catching up to what people assumed it knew years ago5. Why the rise of AI-generated content is a tailwind for Instagram, and how the company is thinking about creator identity in a synthetic-content world6. The two biggest product failures of Adam's career—Facebook Home and the first version of Reels—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lennyMercury—Radically different banking, now with Command: https://mercury.com/command?utm_source=lennys&utm_medium=sponsored_newsletter&utm_campaign=26q3_brand_campaign—Episode transcript: https://www.lennysnewsletter.com/p/adam-mosseri-ai-is-a-tailwind-for—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Adam Mosseri:• X: https://x.com/mosseri• LinkedIn: linkedin.com/in/mosseri• Instagram: https://www.instagram.com/mosseri• Threads: https://www.threads.com/@mosseri—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Adam Mosseri(02:09) How product teams are changing inside Meta(05:48) Blurring roles and career anxiety(14:01) Hiring traits that matter now(16:48) How AI is resetting who succeeds at work(19:38) How Meta thinks about token spend and AI costs(23:23) Where human judgment still matters(25:56) Why AI is not automatically great at strategy(30:36) Why great product leaders are curators(34:23) What Instagram's algorithm actually knows about you(38:08) Why chronological feeds often disappoint users(40:56) Why AI content may be a tailwind for Instagram(43:42) The future of AI and human content in the feed(48:00) What Adam admires about other social platforms(52:05) How he handles public criticism(56:31) Lessons from the Instagram feed redesign backlash(01:00:21) Adam's biggest failure: Instagram on iPad(01:03:03) His approach to kids, screens, and social media(01:06:56) What Adam wants listeners to remember—Referenced:• What happens after coding is solved? | Fiona Fung (Manager of the Claude Code and Cowork Teams): https://www.lennysnewsletter.com/p/building-the-most-ai-pilled-engineering• Claude Code: https://www.anthropic.com/product/claude-code• Claude Cowork: https://www.anthropic.com/product/claude-cowork• Head of Claude Code: What happens after coding is solved | Boris Cherny: https://www.lennysnewsletter.com/p/head-of-claude-code-what-happens• A rational conversation on where AI is actually going | Benedict Evans: https://www.lennysnewsletter.com/p/a-rational-conversation-on-where• OpenAI's CPO on how AI changes must-have skills, moats, coding, startup playbooks, more | Kevin Weil (CPO at OpenAI, ex-Instagram, Twitter): https://www.lennysnewsletter.com/p/kevin-weil-open-ai• Mythos: https://www.anthropic.com/claude/mythos• Fable: https://www.anthropic.com/claude/fable• Pluralistic: The Reverse-Centaur's Guide to Criticizing AI: https://pluralistic.net/2025/12/05/pop-that-bubble• Plastic Dream Sequence on Instagram: https://www.instagram.com/plasticdreamsequence• TikTok: https://www.tiktok.com• Facebook–Cambridge Analytica data scandal: https://en.wikipedia.org/wiki/Facebook%E2%80%93Cambridge_Analytica_data_scandal• Facebook Home: https://en.wikipedia.org/wiki/Facebook_Home—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]

music roberts ears springfield symphony orchestras business talk caisse sso

Play Episode Listen Later Jul 7, 2026 75:19

My guest today is Jeremy Giffon. Jeremy has been on the show before as one of our most popular guests, and this conversation is every bit as enjoyable as the first. Over the last 18 months, Jeremy has had hundreds of conversations with founders and with the capital behind their companies. I don't know many investors with such a high rep count in the most interesting corners of private markets, so I asked him what he has learned. We talk about what those lessons mean for founders and investors, why everyone has become subservient to the poster class, the hidden intellectual history behind Silicon Valley and much more. Please enjoy my conversation with my friend, Jeremy Giffon. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠. ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:02) Jeremy Giffon (00:02:34) Lessons from 18 Months of Founder Conversations (00:07:01) The Billion-Dollar PDF (00:08:13) The Unifeed & Rise of the Timeline (00:17:02) Power Law & Breakout Content (00:18:48) AI Algorithms Driving Content (00:20:38) Timeline-Native White House (00:21:09) Traits of Great Posters (00:25:27) Peak Guy & the Billionaire Priest Class (00:32:13) Billionaires Now Defer to Posters (00:34:52) Freedom vs. Relevance (00:38:53) AI & White-Collar Job Displacement (00:40:53) Stewarding Your Gifts as Moral Duty (00:43:18) Next Wave of Finance: Equity-First Firms (00:53:26) East Coast vs. West Coast Finance (00:55:34) Beating the Market Is Not That Hard (01:00:40) SPV Feudalism & Allocation (01:02:10) Egregious SPV Fee Structures (01:04:50) Simplicity vs. Complexity in Investing (01:07:15) Hiring: Attracting Differentiated Talent (01:11:00) Silicon Valley's Hidden Intellectual Traditions

[BLS] Qu'attendent les organisations d'un outil collaboratif en 2026 ?

Les Friday Lives

Play Episode Listen Later Jul 7, 2026 10:34

3 ans d'appels d'offre passés au crible

ceo premier bon alain bonjour deuxi organisations formats outil etude sso rgpd collaboratif commentez

BusinessTalk With Heather Caisse-Roberts, President And CEO, Springfield Symphony Orchestra: Music To Her Ears

BusinessTalk

Play Episode Listen Later Jul 6, 2026 26:25

Heather-Caisse Roberts came to the Springfield Symphony Orchestra in 2022 and took the reins there last summer, bringing both a background in development and a passion for the SSO's mission. She says it's a dream job, but not one without challenges ranging from fundraising to expanding the symphony's audience for the next generation. On the next episode of BusinessTalk, Heather talks with BusinessWest Editor Joe Bednar about how the SSO continues to blend classic fare with surprisingly modern influences, the importance of its youth programs in building a bridge to the future, and the transporting magic of live music — and why it resonates with all ages. Like the symphony itself, it's must listening, so tune into BusinessTalk, a podcast presented by BusinessWest over both audio and video platforms, and sponsored by Greenfield Cooperative Bank.

SSO 2026 HPB Recap

SurgOnc Today

Play Episode Listen Later Jul 2, 2026 23:44

In this episode of SurgOnc Today, Dr. Rebecca Snyder from the UT MD Anderson Cancer Center and Dr. Patricio Polanco from Atrium Health Wake Forest School of Medicine from the HPB Disease Site Work Group are joined by Dr. Katrina Duncan from The University of British Columbia and Dr. David Caba-Molina from RUHS-UC-R and Loma Linda University Health System. We will be discussing some of the most exciting HPB-related research and topics at this year's Annual SSO Meeting. SSO 2026 Abstract Supplement: https://surgonc.org/wp-content/uploads/2026/03/SSO-2026-Annual-Meeting-Supplement.pdf

university medicine british columbia sso hpb

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

Play Episode Listen Later Jun 30, 2026 87:21

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

OpenAI Codex lead on the new shape of product work | Andrew Ambrosino

Play Episode Listen Later Jun 28, 2026 69:56

Andrew Ambrosino leads development of the Codex desktop app at OpenAI. Nearly 100% of OpenAI employees—not just engineers—now use Codex weekly. A lifelong builder with a background spanning engineering, design, product management, and founding companies, he is now responsible for turning the Codex desktop experience into what he calls “the best desktop app that has ever existed, full stop.”In our in-depth conversation, we discuss:1. Why AI has completely flipped the product development process2. What “taste” really means as a professional skill, and why it is emerging as the most valuable capability in an AI-first workplace3. Why Andrew believes the Codex app would have failed if they launched it last November (vs. in February)4. The “zone defense” model for how product managers at OpenAI operate when everyone can build anything5. How roles are collapsed on Andrew's team, and why eliminating the concept of roles entirely is a big mistake6. How Andrew uses Codex to run his own workflows7. The vision for a home base that coordinates work across ChatGPT, Codex, and the tools people already use.—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and moreMercury—Radically different banking, now with Command—Episode transcript: https://www.lennysnewsletter.com/p/openais-codex-lead-on-the-new-shape—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Andrew Ambrosino:• X: https://x.com/ajambrosino• LinkedIn: https://www.linkedin.com/in/ajambrosino• Website: https://ambrosino.io—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Andrew Ambrosino(02:30) How AI is changing the shape of product work(06:32) When to use documents vs. prototypes(10:25) What “taste” actually means(12:06) Why AI is still bad at design(16:18) Is the design process really dead?(21:35) What the design process looks like on the Codex team(23:41) Are product functions disappearing?(27:22) Team structure(30:12) IC vs. management(31:37) Planning roadmaps(35:16) Building features that don't work yet(38:13) The ambition problem: when you're too AGI-pilled(39:17) The latest frontier: loops and autonomous development(52:05) How Andrew uses Codex to automate his entire job(46:52) The power of computer use and browser automation(49:10) Will we run all our SaaS apps inside Codex?(52:05) The future vision for Codex(57:20) The videographer who built a Premiere Pro extension with Codex(59:30) Failure corner(1:01:50) Lightning round(1:07:03) BTS: How our producer uses Codex for editing—References: https://www.lennysnewsletter.com/p/openais-codex-lead-on-the-new-shape—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

ai building failure planning team chatgpt product production shape saas lightning openai archive references lenny ic agi codex sso premiere pro rbac openai codex

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

Backup Central's Restore it All

Play Episode Listen Later Jun 23, 2026 69:37

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

The REDCap Attack that Phishing-Resistant MFA Could Have Stopped

Play Episode Listen Later Jun 22, 2026 34:01 Transcription Available

Phishing-resistant MFA could have stopped a Chinese state-sponsored threat actor from spending over a year inside North American academic and medical research networks — and we're going to tell you exactly how it happened and what you need to do about it.A group called UNC5608, tracked by Google's Threat Intelligence Group (GTIG), exploited a vulnerability unique to REDCap — a research data platform that allows multiple software versions to run simultaneously. They got in via stolen admin credentials, planted custom malware called Infinite.red directly into REDCap's upgrade process, harvested credentials for over a year, then used those credentials to log into Google Workspace as a domain admin and create fake compliance rules to silently forward sensitive research emails — military strategy, geostrategic policy, advanced tech, specific pathogens — straight to Gmail accounts they controlled. And nobody noticed for a very long time.Prasanna and I break down the full attack chain, then walk through every prevention layer that could have stopped it: inventory management, patching, password hygiene, SSO, phishing-resistant MFA, passkeys, DBSC, context-aware access, compliance rule monitoring, credential separation across security domains, and logging. We also get into what backups can and can't do for you in a long-dwell-time attack like this — and why infrastructure-as-code and truly immutable golden images matter more than you might think.If you're running any kind of research platform, academic institution, or medical network — or honestly any organization that uses Google Workspace — this one's for you.Chapters:00:00 — Intro: The attack that phishing-resistant MFA could have stopped01:03 — Show intro & woodworking banter03:26 — What is a living-off-the-land attack?04:02 — Who is UNC5608 and who did they target?05:08 — How REDCap's multi-version design was exploited06:11 — Infinite.red malware and credential harvesting09:01 — Google Workspace infiltration via fake compliance rules10:18 — The keywords they were stealing: pathogens, military strategy, and more11:50 — What could the victims have done differently?12:42 — Inventory management, patching, and legacy version removal14:00 — Why you can't trust application-level authentication alone — use SSO15:18 — Phishing-resistant MFA and why it matters16:00 — Passkeys, FIDO, and why there are zero known attacks against them17:57 — Device-bound session credentials (DBSC) and context-aware access19:38 — Monitor your compliance rules — have a compliance rule for the compliance rule20:40 — Credential separation across security domains23:00 — Get some logging — XDR, SIEM, and catching exfiltration in progress24:00 — What can backups actually do in a long-dwell-time attack?27:00 — Infrastructure-as-code and the right cyber recovery approach28:58 — Protecting your golden images with immutable storage31:59 — Wrap-up

Dark Matter Revealed by Light Echoes, MAVEN's Legacy, and Groundbreaking Research on Menstruation in Space

Astronomy Daily - The Podcast

Play Episode Listen Later Jun 22, 2026 17:27 Transcription Available

S05E121 | Monday, 22 June 2026 Hosts: Anna & Avery | astronomydaily.io | @AstroDailyPod Story 1 — Dark Matter Is Hugging Our Galaxy's Black Hole • Virginia Tech researchers used 'echo mapping' — light reverberations around active black holes — to detect dark matter signatures • Supermassive black holes including Sgr A* (Milky Way) appear surrounded by dense dark matter clusters • Lead researcher Mayank Sharma: 'The observational evidence for dark matter is simply undeniable' • Published in Physical Review D, June 11, 2026 • Provides a new tool for probing dark matter in the most extreme gravitational environments Story 2 — Swift Rescue Mission: Launch Date Confirmed • NASA's Neil Gehrels Swift Observatory launched 2004; has been losing altitude due to atmospheric drag — no thrusters to compensate • Katalyst Space Technologies built LINK — a robotic servicer with 3 robotic arms and xenon Hall-effect thrusters • Northrop Grumman's Stargazer aircraft departed Wallops Flight Facility June 18 carrying Pegasus XL + LINK • Launch from Kwajalein Atoll, Marshall Islands: confirmed for June 27, 2026 • LINK must chase down Swift, inspect it, and latch on — a first-of-its-kind robotic capture mission • Critical altitude threshold: if Swift drops below 185 miles (300 km), rescue becomes impossible • Success would give Swift another ~22 years of science at its original 600 km altitude Story 3 — Chandra Spots a Supernova Near the Galactic Centre • NASA Chandra, ESA XMM-Newton, and MeerKAT (South Africa) detected a 'blue blob' of X-ray emission in Sagittarius C • Sagittarius C is a star-forming region ~26,000 light-years from Earth, a few dozen light-years from Sgr A* • Estimated age: ~1,700 years — light from the explosion would have reached Earth around 300 AD • Expansion speed: approximately 2 million miles per hour • Published in The Astrophysical Journal (Zhu et al., June 11); NASA APOD June 18 • If confirmed, one of the closest supernova remnants ever found to the Milky Way's central black hole Story 4 — MAVEN: The Eulogy • MAVEN (Mars Atmosphere and Volatile Evolution) launched November 2013; arrived Mars September 2014 • Original mission: 1 year. Actual mission: 11+ years — ended June 3, 2026 • Last contact: December 6, 2025 — entered fast spin, batteries drained, unrecoverable • Key discoveries: atmospheric escape rates, solar storm acceleration of Mars atmosphere loss, atmospheric sputtering (first observed at any planet), new types of Martian aurora • Also served as communications relay for Curiosity and Perseverance rovers • PI Shannon Curry's epitaph: 'Best Mars mission ever.' — 800+ scientific publications • MAVEN will remain in Mars orbit 50–100 years before eventually entering the Martian atmosphere Story 5 — Operation Period: First-Ever Space Menstruation Study • Non-profit Operation Period, led by Manju Bangalore and Priya Abiram, announced OP-01 mission on June 19 • First dedicated scientific study of menstruation in microgravity — despite 100+ women having flown to space • Current practice: astronauts typically suppress menstruation during spaceflight with hormones — due to lack of data, not proven necessity • OP-01: suborbital Virgin Galactic flight in 2027; researchers will conduct the study on themselves • Research wing: Operation Period's 'Redshift Lab' • Data vital for longer missions — Moon, Mars — where menstrual health management matters more Story 6 — Isar Aerospace's Spectrum Rocket: Europe Keeps Trying • Isar Aerospace (Ottobrunn, Germany): Europe's most advanced commercial small launch startup — 800M+ euros raised • Spectrum rocket: 28m tall, up to 1,000 kg to LEO, 700 kg to SSO; 10 engines • First flight (March 2025): failed after 30 seconds — vent valve opened unexpectedly, rocket lost attitude control • Second flight 'Onward and Upward': carrying 5 university cubesats + 1 experiment; backed by ESA Boost! programme • 2026 scrubs: January (pressurisation valve), March (fuel temp/fishing vessel), April (pressure vessel), June 15 (fluid system anomaly) • Current status: no new launch date; Andøya window reportedly closed; Isar analysing data • Context: part of ESA's European Launcher Challenge — must achieve orbital flight by 2027 to qualify for up to €205MBecome a supporter of this podcast: https://www.spreaker.com/podcast/astronomy-daily-space-news-updates--5648921/support.Sponsor Details:Ensure your online privacy by using NordVPN. To get our special listener deal and save a lot of money, visit www.bitesz.com/nordvpn. You'll be glad you did!Become a supporter of Astronomy Daily by joining our Supporters Club. Commercial free episodes daily are only a click way... Click HereThis episode includes AI-generated content.

black ai success earth technology space news research story data moon current mars nasa original dark revealed perseverance hole curiosity context echo swift published spectrum robotics catalyst esa mapping echoes martian astronomy groundbreaking menstruation dark matter upward milky way sagittarius maven virgin galactic nordvpn observatory stargazers 800m northrop grumman marshall islands sso isar supermassive isar aerospace kwajalein atoll germany europe hosts anna

Building the most AI-pilled engineering team in the world | Fiona Fung (Manager of the Claude Code and Cowork Teams)

Play Episode Listen Later Jun 21, 2026 98:45

Fiona Fung leads the teams behind Claude Code and Cowork at Anthropic (overseeing Boris Cherny and the entire engineering and PM team). Before Anthropic, she spent 11 years at Microsoft building Visual Studio and TypeScript and then moved to Meta, where she started Facebook Marketplace (now generating over $100 billion in GMV annually), worked on Meta's first smart glasses and AR glasses, and led infrastructure, growth, integrity, and safety teams at Instagram. She's been an engineer for over 25 years and has a unique perspective on how the role of building software is changing.In our in-depth conversation, we discuss:1. What she's learned about running a team that's shipping 8x more code than before2. Which roles AI will transform next3. Specific ways her team uses AI4. How Claude “routines” have changed how she operates as a manager5. The context-switching problem no one has solved yet6. The biggest unsolved problem in AI7. What keeps her up at night—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lennyMercury—Radically different banking, now with Command: https://mercury.com/—Where to find Fiona Fung:• LinkedIn: linkedin.com/in/fionafung—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Fiona Fung(02:31) How the engineering role has transformed over 25 years(09:28) What an AI-pilled software team looks like in 2026(12:26) Using Claude to manage and review team output(14:40) The evolution of code review and verification(16:55) Who to hire: creative builders and deep systems experts(18:18) The shift to ambitious thinking(19:40) The growth mindset required to thrive in AI-native teams(25:52) Helping small businesses adopt AI tools(31:46) How Anthropic spots latent demand and builds for it(35:08) The next frontier: asynchronous work with AI routines(38:06) Agency and accountability in AI-native teams(39:40) The vibe shift from token-maxing to ROI measurement(44:24) The “bad vs. sad” quality framework(49:34) Why all managers start as ICs at Anthropic(55:24) Preventing skill atrophy(58:43) Managing context switching with 20 AI agents running(1:00:08) How PM and data science roles are transforming(1:03:40) The importance of dogfooding and using your own product(1:08:36) Outstanding questions(1:12:48) The future of engineering jobs and education(1:17:59) What keeps Fiona up at night: team culture at scale(1:22:53) From six-month roadmaps to JIT (just-in-time) monthly planning(1:27:03) Lightning round—References: https://www.lennysnewsletter.com/p/building-the-most-ai-pilled-engineering—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Kareem Amin - The Unusual Approach to Company Building - [Invest Like the Best, EP.478]

Play Episode Listen Later Jun 16, 2026 56:41

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

Return of the Edge: Did We Forget About the Perimeter? - #206

Reimagining Cyber

Play Episode Listen Later Jun 16, 2026 15:44

For years, cybersecurity leaders have focused on identity as the new perimeter. MFA, Zero Trust, SSO, and identity protection became the center of modern security strategies.But while everyone was focused on identity, attackers never stopped targeting something much older: internet-facing infrastructure.VPNs. Firewalls. Remote access appliances.Recent attacks involving Check Point, Fortinet, Ivanti, SonicWall, and others show that the perimeter never really disappeared.In this episode, Tyler Moffitt discusses why edge devices remain prime ransomware targets, why patch windows matter more than ever, and why vulnerability management remains one of cybersecurity's most important fundamentals.As featured on Million Podcasts' Best 100 Cybersecurity Podcasts Top 50 Chief Information Security Officer CISO Podcasts Top 70 Security Hacking PodcastsThis list is the most comprehensive ranking of Cyber Security Podcasts online and we are honoured to feature amongst the best!Follow or subscribe to the show on your preferred podcast platform.Share the show with others in the cybersecurity world.Get in touch via reimaginingcyber@gmail.com

remote mfa checkpoint firewalls vpns zero trust perimeter fortinet sso sonicwall ivanti

The hidden pattern behind successful products | Mark Pincus (Founder of Zynga)

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later Jun 14, 2026 99:23

Mark Pincus founded Zynga—the company behind Words With Friends, FarmVille, and Zynga Poker—and has arguably created more hit consumer products than anyone in history. At Zynga, eight of 10 major game launches became massive hits, reaching over a billion players. Over the past five years, Mark has been synthesizing everything he's learned about building successful consumer products and turning it into a book, Life at the Speed of Play, which comes out on June 23. This is the first interview he's done about the book.In our in-depth conversation, we discuss:1. His “Proven, Better, New” framework: copy what's proven, make it better so that 10 out of 10 people say “f*ck yes, I'll use this”—then add something new2. Why being less ambitious is the path to the most ambitious ideas3. His rule of thumb that your instincts are right 95% of the time, but your ideas are wrong 75% of the time4. “Kill hope before hope kills you”5. How to raise kids in the age of AI—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and moreVanta—Automate compliance, manage risk, and accelerate trust with AI—Episode transcript: https://www.lennysnewsletter.com/p/the-common-pattern-behind-successful—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Mark Pincus:• X: https://x.com/markpinc• LinkedIn: https://www.linkedin.com/in/markpincus• Website: https://www.lifeatthespeedofplay.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Mark Pincus(02:46) The Proven Better New framework overview(07:29) Earning the right to innovate(08:30) What “better” really means(12:03) Quick summary of the framework(12:40) Examples of the framework in action(13:30) How to use proven correctly on your platform(15:13) The moral arbitrage of copying(23:55) Be less ambitious(28:25) The Bolt.new story and staying humble(33:15) Kill hope before hope kills you(37:00) Using AI as a failure machine(40:08) Why Zynga's games succeeded (it wasn't virality)(48:36) The future of consumer social apps(57:05) How to know if your product is a B+(1:01:25) Distribution in the age of AI(1:15:39) Make everyone a CEO(1:18:18) Stay close to the metal(1:21:35) Why Mark says micromanagement is beautiful(1:23:35) The expert witness(1:25:05) The number one job of a CEO is to be right(1:26:35) What Mark is teaching his five kids(1:35:14) Mark's “why”(1:37:08) Mark's new book: Life at The Speed of Play—Referenced:• Tribe.net: https://en.wikipedia.org/wiki/Tribe.net• Zynga: https://www.zynga.com• Sid Meier: https://en.wikipedia.org/wiki/Sid_Meier• Electronic Arts: https://www.ea.com• CityVille: https://en.wikipedia.org/wiki/CityVille• Words With Friends: https://wordswithfriends.com/• Scrabble: https://playscrabble.com• Reddit: https://www.reddit.com• TED Radio Hour, MIT Media Lab founder, 1984 TED talk.: https://www.ted.com/talks/nicholas_negroponte_5_predictions_from_1984• Peter Thiel on LinkedIn: https://www.linkedin.com/in/peterthiel• FarmVille: https://en.wikipedia.org/wiki/FarmVille• Craig Newmark: https://en.wikipedia.org/wiki/Craig_Newmark• How to consistently go viral: Nikita Bier's playbook for winning at consumer apps (co-founder of TBH, Gas, advisor, investor): https://www.lennysnewsletter.com/p/how-to-consistently-go-viral-nikita-bier• Angry Birds: https://www.angrybirds.com/• OMGPop: https://en.wikipedia.org/wiki/OMGPop• Draw Something: https://en.wikipedia.org/wiki/Draw_Something• Slack founder: Mental models for building products people love ft. Stewart Butterfield: https://www.lennysnewsletter.com/p/slack-founder-stewart-butterfield• Brian Chesky's new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• Garry Tan on LinkedIn: https://www.linkedin.com/in/garrytan• Brian Armstrong on LinkedIn: https://www.linkedin.com/in/barmstrong• Jason Citron on X: https://x.com/jasoncitron• Stanislav Vishnevskiy on LinkedIn: https://www.linkedin.com/in/svishnevskiy• Jeff Bezos on X: https://x.com/JeffBezos• Andy Jassy on X: https://x.com/ajassy• Niantic: https://nianticlabs.com• Pokémon Go: https://pokemongo.com• Bing Gordon on LinkedIn: https://www.linkedin.com/in/binggordon—Recommended book:• Life at the Speed of Play: Launch Products People Love!: https://www.amazon.com/Life-Speed-Play-Launch-Products/dp/0063352575/ref=tmm_hrd_swatch_0—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

ceo founders ai mental hidden speed production reddit products jeff bezos tribe gas pok pattern distribution archive earning recommended using ai lenny bolt peter thiel scrabble angry birds zynga niantic tbh mit media lab farmville sso brian chesky sid meier brian armstrong words with friends ted radio hour rbac garry tan stewart butterfield mark pincus ai episode omgpop zynga poker cityville bing gordon

Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]

Play Episode Listen Later Jun 12, 2026

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

Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]

Brilliance Security Magazine Podcast

Play Episode Listen Later Jun 9, 2026 70:47

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

Securing the Identity Lifecycle

Play Episode Listen Later Jun 8, 2026 44:52

In this episode of the Brilliance Security Magazine Podcast, host Steven Bowcut speaks with Abhay Kulkarni, Co-founder and CEO of WideField Security, about the rapidly changing identity security landscape.Abhay explains why identity has become the linchpin of modern cybersecurity, especially as enterprises rely more heavily on SaaS, cloud platforms, API connections, non-human identities, and AI agents. The conversation explores why traditional IAM, SSO, MFA, and access reviews are no longer enough, and why security teams must understand what identities are actually doing after authentication.Steven and Abhay also discuss post-authentication visibility, session tracking, behavioral context, identity lifecycle security, and the challenge of securing increasingly autonomous AI agents without slowing down innovation.

ceo ai identity i am saas api mfa securing lifecycle sso abhay

Father of the iPod and iPhone on building taste, judgment, and creativity in the AI era | Tony Fadell

Play Episode Listen Later Jun 7, 2026 95:07

Tony Fadell created the iPod, co-created the iPhone, and founded Nest (which he sold to Google for $3.2 billion). He's co-authored over 300 patents, was part of the legendary team at General Magic, and wrote one of the most important and inspiring books for builders, called Build.In our in-depth conversation, we discuss:1. The heated internal debates about whether the iPhone should have a physical keyboard2. Why opinion-based decisions are essential for v1 products3. Why marketing matters as much as the product itself, and how the iPod almost failed4. Why voice will eventually become the primary interface with AI5. Why cognitive surrender to AI is the biggest risk facing product builders today—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lennyVanta—Automate compliance, manage risk, and accelerate trust with AI: https://vanta.com/lenny—Episode transcript: https://www.lennysnewsletter.com/p/father-of-the-ipod-and-iphone-on—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Tony Fadell:• X: https://x.com/tfadell• LinkedIn: https://www.linkedin.com/in/tonyfadell• Website: https://www.buildc.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Tony Fadell(02:23) The Blackberry vs. iPhone keyboard debate(07:50) Micromanaging vs. kind lies: what great products actually need(15:57) The Nest thermostat and smoke alarm story(21:22) How to decide what's worth building: pain plus new technology(27:36) The three-generation rule: why nothing works the first time(34:20) The full customer journey: why marketing defines your product(40:53) The power of storytelling and the press-release-first approach(48:37) The evolution of product management and the builder role(50:27) Why AI-generated code creates brittle, unmaintainable products(58:00) Storytelling techniques(1:05:45) The next iPhone(1:13:15) Hardware is back(1:17:01) What Tony is most excited about(1:21:38) Working with Tony(1:25:36) Ethics, morals, and the responsibility of product builders(1:32:40) How to connect with Tony and Build Collective—References: https://www.lennysnewsletter.com/p/father-of-the-ipod-and-iphone-on—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

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

Play Episode Listen Later Jun 3, 2026 67:17

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

Heraclitus, AI LLMs, SSO, TTP, NetLogon, PAN-OS, AI Cost, Aaran Leyland... - SWN #586

Paul's Security Weekly

Play Episode Listen Later Jun 2, 2026 34:48

Heraclitus Unbound, AI LLMs, SSO, TTP, NetLogon, PAN-OS, AI Cost, Aaran Leyland, and More on the Security Weekly News. Visit https://www.securityweekly.com/swn for all the latest episodes! Show Notes: https://securityweekly.com/swn-586

Paul's Security Weekly TV

Heraclitus, AI LLMs, SSO, TTP, NetLogon, PAN-OS, AI Cost, Aaran Leyland... - SWN #586

Play Episode Listen Later Jun 2, 2026 34:48

Heraclitus Unbound, AI LLMs, SSO, TTP, NetLogon, PAN-OS, AI Cost, Aaran Leyland, and More on the Security Weekly News. Show Notes: https://securityweekly.com/swn-586

Heraclitus, AI LLMs, SSO, TTP, NetLogon, PAN-OS, AI Cost, Aaran Leyland... - SWN #586

Hack Naked News (Audio)

Play Episode Listen Later Jun 2, 2026 34:48

Heraclitus, AI LLMs, SSO, TTP, NetLogon, PAN-OS, AI Cost, Aaran Leyland... - SWN #586

Hack Naked News (Video)

Play Episode Listen Later Jun 2, 2026 34:48

Heraclitus Unbound, AI LLMs, SSO, TTP, NetLogon, PAN-OS, AI Cost, Aaran Leyland, and More on the Security Weekly News. Show Notes: https://securityweekly.com/swn-586

A rational conversation on where AI is actually going | Benedict Evans

ai conversations google apple production newsletter lightning openai distribution archive lenny rational andreessen horowitz sso benedict evans rbac

Play Episode Listen Later May 31, 2026 79:50

Benedict Evans is an independent analyst and former partner at Andreessen Horowitz, where he spent years as their in-house “thinker” tracking the most important technology trends. For the past six years, he's been publishing deeply researched presentations on where tech is heading, most recently focused on AI's transformation of the economy. His work is read by founders, investors, and operators trying to make sense of a noisy field. His most controversial opinion: AI is as big a deal as the internet or mobile—and only as big.In our in-depth conversation, we discuss:1. Why we're in “1997” for AI—early, exciting, and deeply uncertain about what comes next2. Where value will actually accrue in the AI stack3. The anti-AI backlash, and where it may lead4. The surprising boom in consulting and professional services at AI companies5. Why distribution is becoming the ultimate moat as software gets easier to build6. Why the right question about your job isn't “What percent can AI do?” but “Is this a task or a job?”7. Why things will probably be okay—and what you need to do to prepare—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lennyVanta—Automate compliance, manage risk, and accelerate trust with AI: https://vanta.com/lenny—Episode transcript: https://www.lennysnewsletter.com/p/a-rational-conversation-on-where—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Benedict Evans:• LinkedIn: https://www.linkedin.com/in/benedictevans• Newsletter: https://www.ben-evans.com/newsletter• Website: https://www.ben-evans.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Benedict Evans(02:19) What people aren't pricing in about AI's impact(06:24) Why we're in the 1997 moment of AI(09:44) The unexpected boom in professional services and consultants(17:44) Why distribution is becoming the ultimate moat(23:17) The coming job transformation: what's real vs. panic(27:33) Why AGI definitions keep shifting(38:11) Where value will accrue: models vs. applications(42:55) Distribution wars: Google, Meta, Apple, and OpenAI(48:12) The anti-AI sentiment and backlash(53:11) How to raise kids in an AI future(58:27) What jobs to steer toward or away from(59:20) The question nobody's asking about AI(1:06:25) How to be successful in this coming future(1:08:43) AI corner(1:11:43) Lightning round—Referenced: https://www.lennysnewsletter.com/p/a-rational-conversation-on-where—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]

Play Episode Listen Later May 28, 2026 63:03

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

Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]

Play Episode Listen Later May 26, 2026 46:19

My guest today is Darren Farber, and this is his second appearance on the show. Darren is a Managing Partner of Albion River, a defense-focused investment firm and he previously served as a special advisor to the Deputy Under Secretary of Defense. We recorded this conversation in the middle of the Iranian contingency, and we spent most of our time on what winning actually means in a theater like Iran. We discuss why magazine depth matters for the American industrial base, lessons from Ukraine, and what the rise of neo-prime defense companies will require from Congress. Please enjoy my second conversation with Darren Farber. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠. ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Darren Farber Intro (00:02:59) Defining What Winning Looks Like in Iran (00:12:16) The Strait of Hormuz (00:13:27) Eisenhower vs. Taylor: Two Military Doctrines Explained (00:17:12) US Military Readiness vs. the Pentagon Era (00:20:05) America's Magazine Depth (00:21:36) China's Vulnerability (00:25:28) Trading Freedom for Security (00:27:31) Today's Industrial Base (00:29:30) Lessons from the Ukraine War (00:31:11) Impact of Iran Conflict on Taiwan Risk (00:33:02) What Neo-Prime Defense Companies Need to Succeed (00:39:53) Can We Win Without Full Regime Change in Iran? (00:45:46) AI's Impact on Modern Warfare

The AI paradox: More automation, more humans, more work | Dan Shipper

Play Episode Listen Later May 24, 2026 94:06

Dan Shipper is the co-founder and CEO of Every, a media and software company that's become a living laboratory for the future of work. Everyone at his company of about 30 people is an AI early adopter; from editors to ops people, they use AI to do much of their work, giving Every a unique lens into where the world is heading. A year ago on this show, Dan predicted that people were sleeping on Claude Code for nontechnical work, which proved to be remarkably prescient. Today he's back with another set of calls: the SaaS apocalypse is dumb, CLIs are over, the forward deployed engineer is the most valuable new hire, and the only thing you need to do to stay employed is ride the models.Dan's predictions:1. The future of work will happen inside Codex or Claude Code.2. Every company will have one “super-agent” inside their Slack that every employee talks to regularly.3. SaaS is not dead—in fact, Dan is bullish on SaaS stocks. His contrarian take: “I would buy SaaS stocks right now.”4. SaaS economics will shift: users will bring their own AI tokens into apps, which actually improves SaaS margins.5. PMs will thrive in the AI era.6. Full-stack designers will become superheroes.7. The AI job apocalypse is not happening.8. Forward deployed engineer is the new most essential role.9. CLIs are over.10. Automation is a lie.11. We will read way more AI-generated writing and we will like it.12. We'll be building software for humans and agents to use together.—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lennyVanta—Automate compliance, manage risk, and accelerate trust with AI: https://vanta.com/lenny—Episode transcript: https://www.lennysnewsletter.com/p/the-ai-paradox-dan-shipper—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Dan Shipper:• X: https://x.com/danshipper• LinkedIn: https://www.linkedin.com/in/danshipper/• Podcast: https://every.to/podcast• Website: https://danshipper.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Dan Shipper(02:56) Dan's unique position living in the AI future(09:17) How the way we work will change in the coming year(16:39) The case for general agents(18:08) Codex and Claude Code as the new operating system for work(25:39) How Cursor fits in(27:42) How this changes what SaaS companies should build(31:13) Why CLI is already over(33:34) Two agents are better than one(36:22) Why Dan is bullish on SaaS stocks(39:01) Why automation doesn't reduce human work(47:00) The value of human-written code(48:36) Quick recap(50:15) How work is changing(56:17) Why data scientists are drowning in bad analysis(58:24) Which product/tech roles are least changed by AI(1:02:17) We will read way more AI-generated writing and we will like it(1:08:28) Why product managers will dominate the AI era(1:11:05) Full-stack designers are the other big winners(1:13:11) The AI job apocalypse won't happen(1:16:00) How to “ride the models” to stay relevant(1:21:02) Final predictions and advice(1:25:24) Lightning round—References: https://www.lennysnewsletter.com/p/the-ai-paradox-dan-shipper—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

ceo ai humans forward production paradoxes automation saas lightning future of work slack archive references pms lenny codex sso shipper rbac clis

Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]

Play Episode Listen Later May 20, 2026 76:51

My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's view will dictate the next phase of AI. On power, he thinks the near-term shortage starts to ease in 2027 and 2028 as new sources of energy come online, and that orbital compute solves it in the long term. On wafers, he explains what is different this time from the dotcom bubble and why TSMC's capacity decisions may be the single most important variable to watch. We also discuss Elon's Terrafab, the disaggregation of GPUs, the role of new chip companies, and whether the economic value of AI will keep accruing to frontier models. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠. ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Gavin Baker Intro (00:03:32) Anthropic's Record ARR Growth (00:11:49) Should OpenAI and Anthropic Raise at a Much Higher Valuation? (00:13:23) How Elon Preserves Investor Trust (00:14:00) Watts & Wafers (00:15:45) Data Centers in Space Explained (00:20:51) Orbital Compute's Impact on Terrestrial Data Centers (00:26:24) TSMC Supply Discipline & Bubble Risk (00:30:50) Demand for Frontier Tokens & The Bitter Lesson (00:35:33) Continual Learning & Memory (00:40:01) New Chip Companies & Startups (00:42:49) Prefill vs. Decode Disaggregation (00:48:40) AI-Native Founders: Different & Hard (00:51:27) Token Path & Application Layer (00:56:13) How Gavin Uses AI in Atreides (01:00:06) Signs of a Diversity Breakdown (01:05:42) Google, Meta, Amazon, Microsoft (01:11:42) Broader Knock-On Effects of AI

amazon ai google signs elon musk microsoft impact startups wall street memory b2b openai editing cio trusted watts data centers anthropic colossus gpus tsmc cursor invest like sso vanta rogo atreides wafers podcast consultant continual learning rbac gavin baker

Why we're at the beginning of the AI hardware boom | Caitlin Kalinowski (ex–OpenAI, Meta, Apple)

Play Episode Listen Later May 17, 2026 99:10

Caitlin Kalinowski was most recently at OpenAI helping build their robotics and hardware teams from scratch. Prior to that, she was head of AR glasses and VR hardware at Meta, where she led the teams building every generation of the Quest, Rift, and Orion, and was Meta's first consumer electronics hire. Before this, she was technical lead on MacBook Air and Mac Pro at Apple, and helped engineer the original unibody MacBook Pro. She's designed and engineered some of the hardest and most beloved consumer hardware products in history and is now focused on the next frontier: robotics.In our in-depth conversation, we discuss:1. VR—what happened?2. The coming memory price shock and why she's telling startups to pre-buy now3. How the technologies built for VR became the foundation of modern warfare4. Why humanoid robots are still just prototypes, and what's actually gating mass deployment5. Lessons from Steve Jobs, Mark Zuckerberg, and Sam Altman6. Why she left OpenAI—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lennyVanta—Automate compliance, manage risk, and accelerate trust with AI: https://vanta.com/lenny—Episode transcript: https://www.lennysnewsletter.com/p/why-were-at-the-beginning-of-the—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Caitlin Kalinowski:• X: https://x.com/kalinowski007• LinkedIn: https://www.linkedin.com/in/ckalinowski• Website: https://www.caitlinkalinowski.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/In this episode, we cover:(00:00) Introduction to Caitlin Kalinowski(02:32) Why VR didn't take off despite incredible hardware(04:55) The future of AR glasses and physical AI(08:45) Why robotics and hardware are suddenly hot(13:33) Why humanoid robots aren't ready yet(16:13) Supply chain bottlenecks threatening robotics(17:31) Why magnets and actuators are critical dependencies(20:51) The geopolitical implications of hardware supply chains(24:48) AI safety concerns with physical robots(26:50) Apple's approach to hardware excellence(30:10) Building a hardware program from scratch at Meta(31:39) The Quest 2 cost reduction story(33:07) Critical principles for hardware development(39:58) The MacBook Air manila envelope moment(41:01) The butterfly keyboard situation(41:43) Lessons from Apple on customer feedback(44:46) The memory price crisis coming for hardware(49:31) How many components go into a robot(52:53) When to use off-the-shelf vs. custom components(55:02) How AI is changing hardware engineering(1:00:27) Why humanoids aren't the answer for most use cases(1:03:05) When robots will build other robots(1:06:23) What makes a robot feel human and connected(1:09:15) Robots in the home(1:12:00) What the next five years look like(1:15:38) Why she left OpenAI(1:18:09) How to hire exceptional hardware teams(1:23:42) Lessons from Steve Jobs, Mark Zuckerberg, and Sam Altman(1:27:27) Failure corner(1:32:33) Lightning round—References: https://www.lennysnewsletter.com/p/why-were-at-the-beginning-of-the—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.471]

Play Episode Listen Later May 13, 2026 76:07

My guest today is Krishna Rao, the CFO of Anthropic. The center of our conversation is how he navigates the decision around procuring and allocating compute, which he describes as the canvas on which everything else gets built. We talk about what he calls the cone of uncertainty, the three chip platforms Anthropic uses fungibly across Trainium, TPUs, and GPUs, and the daily meetings they run to allocate compute between model development, internal use, and serving customer demand. He explains why the returns to frontier intelligence keep getting higher, especially in enterprise, and how Anthropic thinks about the line between platform and application and why they choose to build their own products like Claude Code. Krishna has such a unique seat watching one of the fastest growing businesses in history, and he is generous in sharing what he has learned since joining the company two years ago. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠. ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Episode Intro: Krishna Rao (00:03:14) Compute as Anthropic's Lifeblood (00:05:17) Three Fungible Chip Platforms (00:07:31) The Cone of Uncertainty (00:09:08) Competing Ways to Allocate Compute (00:10:36) What Drives Compute Efficiency (00:12:38) Why Frontier Returns Are So High (00:16:32) How Claude Code Writes Its Own Code (00:18:46) Will Talent Become Obsolete? (00:20:07) How Scaling Laws Are Holding (00:21:54) Exponential Thinking (00:23:17) The Layer Cake of Compute (00:26:36) How Anthropic Deploys New Compute (00:27:53) Platform v. Application Layer (00:32:42) Why Model Pricing Has Stayed Stable (00:35:26) Measuring Return on Compute (00:37:22) Working With Chip Providers (00:38:32) How Anthropic's Finance Team Uses Claude (00:41:32) The Jevons Paradox for Labor (00:43:08) Anthropic's Fundraising & Growth Journey (00:47:31) The Exponential Revenue Curve (00:49:02) The Hardest Thing to Explain to Investors (00:52:15) AI's Public Perception Problem (00:55:38) Mythos (00:57:31) Relationship With Government (00:58:51) Inside Anthropic's Culture (01:03:48) The Next Frontier: Virtual Collaborators (01:06:22) How Leaders Scale With a Business (01:10:55) The Biggest Risks to Continued Progress (01:12:09) What Krishna is Excited About (01:13:45) The Kindest Thing

How to build a company that withstands any era | Eric Ries, Lean Startup author

Play Episode Listen Later May 10, 2026 99:22

Eric Ries is the author of The Lean Startup, a book that reshaped how a generation of founders think about building companies. His new book, Incorruptible, explains how successful companies are destroyed by failing to protect what makes them valuable, and how to change it.In our in-depth conversation, we discuss:1. Why 80% of venture-backed founders are ousted within three years of going public2. The governance structures that protect companies like Anthropic, Costco, and Novo Nordisk3. The simple legal filing that takes two pages and could save your company4. Financial gravity: why successful companies predictably get corrupted into mediocrity5. Why mission-aligned companies like Anthropic reap major benefits from protecting their mission through governance6. Why success won't protect you—it instead makes you a bigger target—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lennyVanta—Automate compliance, manage risk, and accelerate trust with AI: https://vanta.com/lenny—Episode transcript: https://www.lennysnewsletter.com/p/how-to-build-a-company-that-withstands—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Eric Ries:• X: https://x.com/ericries• LinkedIn: https://www.linkedin.com/in/eries• Website: https://www.incorruptible.co• Newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://news.theleanstartup.com/• Podcast:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://ericriesshow.com• YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@theericriesshow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Eric Ries(02:26) Introducing Incorruptible(06:26) Protecting what you've built(11:35) Why founders get ousted(14:58) Too early, too late(19:32) The blueprint: ethos plus integrity(20:49) Novo Nordisk's 100-year governance fortress(26:41) The Vectura Group and Philip Morris(33:16) The “harder is easier” principle(37:22) Cloudflare's mission emergence story(42:43) Groupon's email frequency death spiral(45:37) How to define your purpose(51:09) Mission-driven vs. mission-hopeful companies(54:46) Integrity: structural and personal(57:47) Shareholder primacy: the 40-year-old “natural law”(01:00:04) Public benefit corporations: the easiest protection(01:04:24) Downsides and objections(01:06:08) The Anthropic example: fastest-growing company ever(01:08:39) The torchbearers in every organization(01:10:37) The culture bank: deposits and withdrawals(01:12:28) OpenAI and Anthropic governance(01:16:21) Mission guardians explained(01:18:29) Spiritual holding companies(01:21:53) The founder control trap(01:25:25) Three things to do this week(01:30:10) AI alignment and human alignment(01:34:00) Conway's law: org charts in architecture(01:37:31) Book resources and farewell—References: https://www.lennysnewsletter.com/p/how-to-build-a-company-that-withstands—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Brian Chesky - AI Founder Mode - [Invest Like the Best, EP.470]

Play Episode Listen Later May 5, 2026 75:23

My guest today is Brian Chesky, the co-founder and CEO of Airbnb. Our conversation traces the path from his early training as an industrial designer at RISD through the pandemic moment that forced him into founder mode. He explains why he thinks AI founder mode will demand even more attention to the details and why founders are rarely good early CEOs. He walks through his eleven-star exercise, which is a way of imagining the most absurd version of a customer experience to achieve product market fit. We also talk about what changed for him when he stopped chasing adulation and started making things for the love of making them. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠. ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Episode Intro: Brian Chesky (00:03:07) Studying Industrial Design at RISD (00:08:30) Why Founders Don't Make Good CEOs (00:09:02) Founder Mode (00:12:51) AI Founder Mode (00:14:41) The End of Pure People Managers (00:18:42) Consumer AI (00:21:45) Project Hawaii (00:25:49) Make the Problem as Small as Possible (00:29:46) Becoming a Good CEO (00:32:11) What Brian Learned From Hiroki Asai (00:36:32) The Eleven-Star Experience (00:38:48) AI and Creativity (00:41:44) Making Things for the Love of It (00:43:36) The Adulation Trap (00:46:38) The Ham Sandwich Paradox (00:52:38) Why Founder-Led Businesses Endure (00:55:14) The Person as the Atomic Unit of Airbnb (00:59:40) Disrupting Yourself With AI (01:02:11) Lessons from Bodybuilding (01:07:55) Hiring as the Most Important Job (01:09:16) Are Founders Born or Made? (01:11:04) The Motivation of an Artist (01:11:47) The Kindest Thing

Why cultivating agency matters more than cultivating skills in the AI era | Max Schoening (Head of Product, Notion)

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later May 3, 2026 87:22

Max Schoening is head of product at Notion, where he's been especially effective at getting designers and PMs to ship code, prototype in the terminal, and launch extremely successful AI products. He was previously a PM at Google, ran design at Heroku, was VP of Design (and a part-time engineer) at GitHub, and is a two-time founder. He's one of the most AI-forward product leaders out there and one of the deepest thinkers on how AI changes how we build and use software.We discuss:1. What's most worked in getting designers and PMs to embrace AI2. Why agency—not skills—is the thing that separates people who thrive from those who fall behind3. How the first 10% of every project is now “free,” and what that means for product development4. Max's “tiny core” theory of great products: iPhone multitouch, the GitHub pull request, Notion blocks, Dropbox's menu bar icon5. Why the SaaSpocalypse is overstated6. Why the amount of software has exploded but the quality hasn't, and why that gap creates opportunity—Brought to you by:WorkOS—Make your app Enterprise Ready, with SSO, SCIM, RBAC, and more: https://workos.com/lennyVanta—Automate compliance, manage risk, and accelerate trust with AI: https://vanta.com/lenny—Episode transcript: https://www.lennysnewsletter.com/p/why-cultivating-agency-matters-more—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Max Schoening:• X: https://x.com/mschoening• LinkedIn: https://www.linkedin.com/in/max-schoening• Website: https://max.dev—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Max Schoening(01:55) The origin story of designers coding at Notion(06:30) How much designers and PMs are shipping today(08:24) The balance between shipping code and strategic work(10:32) Why agency will help you thrive in the AI era(11:49) Examples of high agency at Notion(13:52) What we might lose as roles merge(15:56) Advice for developing agency(17:42) Malleable software explained(20:43) The Dieter Rams video and design philosophy(24:00) The SaaS apocalypse debate(28:25) How product building has changed in the past two years(30:27) What's next in how we build products(34:16) Token spend and ROI conversations(37:39) Getting people to change how they work(39:04) Max's AI stack(41:41) Which roles AI will transform next(44:26) When companies will start caring about ROI(48:38) Why Notion AI is so successful(51:47) How to ship more quickly while maintaining quality(56:40) Building taste through iterations(1:00:09) What matters most in building successful products(1:05:06) Using the jobs-to-be-done framework(1:07:28) Hot take on universal basic income(1:09:26) What Max would do with AGI(1:10:53) Contrarian corner(1:13:14) Failure corner(1:16:20) Advice for young people in Silicon Valley(1:19:20) Lightning round and final thoughts—Referenced: https://www.lennysnewsletter.com/p/why-cultivating-agency-matters-more—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]

Play Episode Listen Later May 1, 2026

Invest Like the Best: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- My guest today is Paul Tudor Jones. Paul is the founder of Tudor Investment Corporation and one of the greatest macro traders of all time, known for calling and profiting from the 1987 crash and compounding capital at extraordinary rates over more than four decades. Paul is also one of the most entertaining and interesting people I have ever met. He is full of stories and hard-earned lessons from a lifetime in markets that feels like several lifetimes compressed into one. In this conversation, he shares how he thinks about trading as a constant battle of risk management and patience, why he still wakes up in the middle of the night to watch global markets, and how he identifies the rare moments where he can take a truly big swing. We discuss whether we are in a bubble, why he sees AI as one of the greatest risks in history, and why he believes Bitcoin is the best inflation hedge. We also spend time on the difference between trading and investing, the importance of passion and discipline, and the ideas that have shaped his life both inside and outside of markets. Please enjoy this conversation with Paul Tudor Jones. This conversation was recorded in mid-February 20, 26 weeks before the geopolitical conflicts now shaping the global economy. Please enjoy this great conversation with Paul Tudor Jones. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠. ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Episode Intro: Paul Tudor Jones (00:04:44) Paul's Incredible Kindest Thing Story (00:06:50) Discovering a Passion for Philanthropy (00:13:12) Paul's Commencement Speech Address (00:15:24) Trading v. Investing (00:19:23) Lessons from Warren Buffet (00:23:48) The AI Industry Lacks Proper Risk Management (00:26:54) The One Regulation AI Needs (00:28:51) What Paul Learned from Eli Tullis (00:30:39) Why Trading is Like Boxing (00:32:16) The Bull Case for the Yen (00:34:30) Why Bitcoin is the Best Inflation Hedge (00:36:06) Lessons from Historical Bubbles (00:38:57) Are We in a Bubble? (00:42:10) Paul's Daily Routine (00:44:12) Managing Information Overload (00:45:35) What Exquisite Execution Means (00:46:37) Paul's Love of Games (00:48:13) The Secret to Longevity (00:50:51) Starting Robin Hood After the 1987 Crash (00:55:33) The Importance of Studying Journalism (00:57:12) Communicating Effectively in Today's World (00:59:13) The Four Components of a Great Life (01:01:10) Paul's Relationship with God and Nature (01:03:53) Kill ‘Em With Kindness

Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]

Behind The Knife: The Surgery Podcast

Play Episode Listen Later Apr 28, 2026 66:53

My guest today is Paul Tudor Jones. Paul is the founder of Tudor Investment Corporation and one of the greatest macro traders of all time, known for calling and profiting from the 1987 crash and compounding capital at extraordinary rates over more than four decades. Paul is also one of the most entertaining and interesting people I have ever met. He is full of stories and hard-earned lessons from a lifetime in markets that feels like several lifetimes compressed into one. In this conversation, he shares how he thinks about trading as a constant battle of risk management and patience, why he still wakes up in the middle of the night to watch global markets, and how he identifies the rare moments where he can take a truly big swing. We discuss whether we are in a bubble, why he sees AI as one of the greatest risks in history, and why he believes Bitcoin is the best inflation hedge. We also spend time on the difference between trading and investing, the importance of passion and discipline, and the ideas that have shaped his life both inside and outside of markets. Please enjoy this conversation with Paul Tudor Jones. This conversation was recorded in mid-February 20, 26 weeks before the geopolitical conflicts now shaping the global economy. Please enjoy this great conversation with Paul Tudor Jones. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠. ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Episode Intro: Paul Tudor Jones (00:04:44) Paul's Incredible Kindest Thing Story (00:06:50) Discovering a Passion for Philanthropy (00:13:12) Paul's Commencement Speech Address (00:15:24) Trading v. Investing (00:19:23) Lessons from Warren Buffet (00:23:48) The AI Industry Lacks Proper Risk Management (00:26:54) The One Regulation AI Needs (00:28:51) What Paul Learned from Eli Tullis (00:30:39) Why Trading is Like Boxing (00:32:16) The Bull Case for the Yen (00:34:30) Why Bitcoin is the Best Inflation Hedge (00:36:06) Lessons from Historical Bubbles (00:38:57) Are We in a Bubble? (00:42:10) Paul's Daily Routine (00:44:12) Managing Information Overload (00:45:35) What Exquisite Execution Means (00:46:37) Paul's Love of Games (00:48:13) The Secret to Longevity (00:50:51) Starting Robin Hood After the 1987 Crash (00:55:33) The Importance of Studying Journalism (00:57:12) Communicating Effectively in Today's World (00:59:13) The Four Components of a Great Life (01:01:10) Paul's Relationship with God and Nature (01:03:53) Kill ‘Em With Kindness

Operative Standards for Cancer Surgery Series: Sentinel Lymph Node Biopsy for Breast Cancer

Play Episode Listen Later Apr 27, 2026 27:25

This mini-series on Behind the Knife delves into the technical aspects of the Operative Standards for Cancer Surgery, developed through the American College of Surgeons Cancer Research Program and Cancer Surgery Standards Program. This episode highlights sentinel lymph node biopsy for breast cancer.Hosts:- Lexy (Alexandra) Adams, MD, MPH (@lexyadams16) is a Surgical Oncology fellow at MD Anderson Cancer Center.- Lauren Postlewait, MD, FACS, is an Associate Professor of Surgery at Emory University School of Medicine and is the Medical Director of the Breast Center at Grady Memorial Hospital in Atlanta, GA.- Chantal Reyna, MD, FACS (@kprgrl3) is a Breast surgical oncologist at Loyola University Medical Center in Chicago, IL and serves as the oncology clinical lead for the breast service line.Guest:- Susan E. Pories, MD, FACS (@SusanPoriesMD) is a professor of surgery, vice chair for quality and safety, and director of the Rutger's Breast Center at the University hospital. Learning Objectives: - Understand the definition and identification of axillary sentinel lymph node. - Understand the technique for injecting tracer or dye to perform sentinel lymph node biopsy. - Understand the importance of preincision drainage evaluation and transcutaneous localization.- Understand techniques to minimize seroma formation.Links to Papers Referenced in this EpisodeOperative Standards for Cancer Surgery, Volume 1: Breast, Lung, Pancreas, Colonhttps://www.facs.org/quality-programs/cancer-programs/cancer-surgery-standards-program/operative-standards-for-cancer-surgery/purchase/Kindle edition:https://www.amazon.com/Operative-Standards-Cancer-Surgery-Section-ebook/dp/B07MWSNFSBSentinel-lymph-node resection compared with conventional axillary-lymph-node dissection in clinically node-negative patients with breast cancer: overall survival findings from the NSABP B-32 randomised phase 3 trial Lancet Oncol. 2010 Oct;11(10):927-33.https://pubmed.ncbi.nlm.nih.gov/20863759/Improved Axillary Evaluation Following Neoadjuvant Therapy for Patients With Node-Positive Breast Cancer Using Selective Evaluation of Clipped Nodes: Implementation of Targeted Axillary Dissection J Clin Oncol. 2016 Apr 1;34(10):1072-8.https://pubmed.ncbi.nlm.nih.gov/26811528/The false-negative rate of sentinel node biopsy in patients with breast cancer: a meta-analysis World J Surg. 2012 Sep;36(9):2239-51. https://pubmed.ncbi.nlm.nih.gov/22569745/Effect of lymphoscintigraphy drainage patterns on sentinel lymph node biopsy in patients with breast cancer Am J Surg. 2005 Oct;190(4):557-62.https://pubmed.ncbi.nlm.nih.gov/16164919/Sentinel Lymph Node Biopsy vs No Axillary Surgery in Patients With Small Breast Cancer and Negative Results on Ultrasonography of Axillary Lymph Nodes: The SOUND Randomized Clinical Trial JAMA Oncol. 2023 Nov 1;9(11):1557-1564.https://pubmed.ncbi.nlm.nih.gov/37733364/Choosing Wisely GuidelinesSociety of Surgical Oncology. Released 2016 July 12; last updated 2020 November 13. Choosing Wisely: Five Things Physicians and Patients Should Question.https://surgonc.org/wp-content/uploads/2020/11/SSO-5things-List_2020-Updates-11-2020.pdfPlease visit https://behindtheknife.org to access other high-yield surgical education podcasts, videos and more. If you liked this episode, check out our recent episodes here: https://behindtheknife.org/listenBehind the Knife Premium:General Surgery Oral Board Review Course: https://behindtheknife.org/premium/general-surgery-oral-board-reviewOral Board Simulator: https://app.behindtheknife.org/oral-board-simulatorTrauma Surgery Video Atlas: https://behindtheknife.org/premium/trauma-surgery-video-atlasDominate Surgery: A High-Yield Guide to Your Surgery Clerkship: https://behindtheknife.org/premium/dominate-surgery-a-high-yield-guide-to-your-surgery-clerkshipDominate Surgery for APPs: A High-Yield Guide to Your Surgery Rotation: https://behindtheknife.org/premium/dominate-surgery-for-apps-a-high-yield-guide-to-your-surgery-rotationVascular Surgery Oral Board Review Course: https://behindtheknife.org/premium/vascular-surgery-oral-board-audio-reviewColorectal Surgery Oral Board Review Course: https://behindtheknife.org/premium/colorectal-surgery-oral-board-audio-reviewSurgical Oncology Oral Board Review Course: https://behindtheknife.org/premium/surgical-oncology-oral-board-audio-reviewCardiothoracic Oral Board Review Course: https://behindtheknife.org/premium/cardiothoracic-surgery-oral-board-audio-reviewDownload our App:Apple App Store: https://apps.apple.com/us/app/behind-the-knife/id1672420049Android/Google Play: https://play.google.com/store/apps/details?id=com.btk.app&hl=en_US

university chicago medicine md ga associate professor standards released surgery kindle knife breast cancer mph medical director american colleges breast lung sentinel operative facs rutger biopsies pancreas emory university school sso md anderson cancer center cancer surgery surgical oncology grady memorial hospital lymph node ultrasonography loyola university medical center learning objectives understand lancet oncol surgery series am j surg nsabp b

Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]