Podcasts about Vanta

Play Episode Listen Later Sep 3, 2026 60:09

In this episode of Run the Numbers, CJ sits down with leadership coach and former Akamai executive Andy Ellis. They break down why being indispensable can actually hurt your career, why managers shouldn't automatically replace someone who leaves, how hero-villain thinking leads to bad decisions, and what great delegation and leadership actually look like.—SPONSORS:Rillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer posts 98% of transactions directly to its ERP, with the remaining 2% routed to a human for review. You pay for outcomes, not seats. See it at https://www.maximor.ai/Brex is an intelligent finance platform with AI-powered workflows that enforce expense policies at the point of sale, match receipts automatically, and reduce month-end close from weeks to hours. Thousands of companies, including Anthropic, Coinbase, and DoorDash, already run on Brex. Stop asking A-level finance talent to do B-level admin work. Learn more at https://www.brex.com/metricsAnrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtnRightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cjPulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsEY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartups—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/csoandy/Company: https://www.csoandy.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Jero and Villain Stories1:43 Welcome to Run the Numbers2:53 Andy's Book: 1% Leadership7:44 Rule 1: Don't Replace People Immediately14:04 Rule 2: Don't Become Indispensable16:02 How Andy Learned to Speak Finance22:35 Rule 3: Don't Tell Yourself Hero/Villain Stories26:59 The 5K Race Mindset Shift31:01 Rule 4: Don't Overspecify Delegation35:59 Rule 5: Don't Obsess Over Your Strengths38:23 The Six Leadership Disciplines43:45 The Vendor Rebuff Email47:45 Why Leaders Avoid Saying No50:28 Story: The Guinness Bartender Promotion53:52 When Metrics Get Gamed54:11 Asking Better Questions Segment59:07 Where to Get the Book

Sarah Guo - What the 250 People Building AI Believe - [Invest Like the Best, EP.489]

Play Episode Listen Later Sep 1, 2026 59:46

My guest today is Sarah Guo, founder and managing partner of Conviction, the venture firm she built to back AI-native companies from their earliest days. Sarah has become one of the most sought-after early-stage investors in AI, often the first check into the companies defining the frontier. In this conversation, we go inside that frontier: what the small group of people actually building AI believe right now, why some of the field's best researchers are wrestling with their own sense of purpose, and how close we are to robots in the home and a genuine acceleration in scientific discovery. At the center is Sarah's conviction that no single company will own the future of AI, and what that means for founders, investors, and anyone allocating their time and resources in a world moving this fast. Our managing editor Dom Cooke wrote a profile of Sarah for Colossus, "Sarah's Wager," on how she built the firm closest to the AI frontier and why she's now betting against its biggest companies. Please enjoy this conversation with Sarah Guo. 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 (00:02:16) Investing Without a Backtest (00:03:31) The AI Wager (00:06:16) Building the Best Investment Firm (00:08:37) Finding Non-Obvious AI Opportunities (00:11:00) The Frontier AI Talent Race (00:13:50) Compute as the Constraint (00:19:10) The Future of Robotics (00:22:15) Making Investment Decisions (00:26:13) How Sarah Spends Her Time (00:28:15) Raising a Venture Fund (00:30:49) Lessons From Her Parents (00:34:38) The Case for Open Source AI (00:39:01) Abundant Intelligence Isn't Inevitable (00:40:55) Compute Independence (00:43:14) Debates Inside Conviction (00:45:27) AI's Opportunity in Biology (00:48:58) Why Conviction (00:50:31) Finding Truth and Taking Risk (00:54:16) What Changes in the Next Year (00:56:46) The Kindest Thing

#431 How Henry Singleton Worked

Play Episode Listen Later Aug 31, 2026 49:04

What I learned from reading Distant Force: A Memoir of the Teledyne Corporation and The Man Who Created It by George Roberts and The Outsiders by William Thorndike. Made possible by: Ramp: ⁠⁠https://ramp.com⁠⁠ Applovin: ⁠⁠https://www.applovin.com Vanta: ⁠⁠https://vanta.com/founders Some of my favorite quotes: 0:00 — "He aggressively repurchased his stock, eventually buying over ninety percent of Teledyne's shares." 0:45 — "He was known as The Sphinx for his reluctance to speak with either analysts or journalists." 1:25 — Charlie Munger: "Singleton's financial returns were a mile higher than anyone else's, that they were utterly ridiculous." 2:00 — Buffett: "The heads of many companies are not skilled in capital allocation. Their inadequacy is not surprising. Most bosses rise to the top because they've excelled in an area such as marketing, production, engineering, administration, or sometimes institutional politics." 4:10 — Singleton: "Our conclusion was that the key was cash flow. Our attitude towards cash generation and asset management came out of our own thinking. It is not copied." 4:30 — Buffett: "Henry Singleton has the best operating and capital deployment record in American business. If one took the hundred top business school graduates and made a composite of their triumphs, their record would not be as good as Singleton's." 9:40 — Singleton: "If anyone wants to follow Teledyne, they should get used to the fact that our quarterly earnings will jiggle. Our accounting is set to maximize cash flow, not reported earnings." 10:50 — Singleton believed buying stock at attractive prices was self-catalyzing, analogous to coiling a spring that at some future point would surge forward to realize full value." 11:50 — Singleton: "I don't reserve any day-to-day responsibilities for myself, so I don't get into any particular rut. I do not define my job in any rigid terms, but in terms of having the freedom to do whatever seems to be in the best interest of the company at any time." 14:35 — Singleton: "If everyone's doing them, there must be something wrong with them." (on share repurchases by Fortune 500 companies) 26:30 — Singleton: "Teledyne is like a living plant, with our companies as the different branches and each putting out new branches and growing so that no one business is too significant." 28:35 — Singleton: "We work our heads off to increase our own capability at collecting and promoting the right people. To the extent that we succeed, the whole company will succeed." 32:30 — "What's unique about him is that I'll ask him a question about one of these companies that I've asked him to supervise, and he always knows the exact numerical answer. That's the kind of fellow that you pick who runs a company and does it well." 35:00 — Singleton: "There are tremendous values in the stock market, but in buying stocks, not entire companies. Buying companies tends to raise the purchase price too high." 41:35 — Claude Shannon on Singleton: "He always tries to work out the best moves, and maybe he doesn't like to talk too much because when you're playing a game, you don't tell anyone else what your strategy is." 42:00 — Singleton: "We are not particularly persuaded by quick, temporary gains. We'd rather get something permanent, and that takes time." 44:40 — Munger: "Henry Singleton was the smartest single human being I've ever known in my entire life." 45:00 — Munger: "Henry was a lot smarter, but Warren had thought about investments a lot longer." (distinguishing raw intelligence from accumulated experience)

american fortune outsiders worked ramp singleton sphinx vanta applovin claude shannon george roberts teledyne

40 Years of IPOs with Jay Ritter: What the Data Actually Says

Play Episode Listen Later Aug 27, 2026 54:01

In this episode of Run the Numbers, CJ sits down with Jay Ritter. They break down what Apple, Nvidia, the dot-com boom, and today's AI giants can teach us about IPOs, why companies leave money on the table on day one, why firms stay private longer, and what the data actually says about long-term IPO performance.—SPONSORS:Pulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer posts 98% of transactions directly to its ERP, with the remaining 2% routed to a human for review. You pay for outcomes, not seats. See it at https://www.maximor.ai/Brex is an intelligent finance platform with AI-powered workflows that enforce expense policies at the point of sale, match receipts automatically, and reduce month-end close from weeks to hours. Thousands of companies, including Anthropic, Coinbase, and DoorDash, already run on Brex. Stop asking A-level finance talent to do B-level admin work. Learn more at https://www.brex.com/metricsAnrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtnRightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cjEY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartups—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/jay-ritter-1323861/Company: https://www.ufl.edu/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and Intro3:10 Meet Jay Ritter, Mr. IPO4:02 The Original 1983 Question5:08 PCs, Internet, and AI Compared9:36 Network Effects14:46 Sitzfleisch: Outlasting the Field16:10 Where Have All the IPOs Gone23:29 IPOs as Relationship-Building26:31 Why Investors Tolerate Founder Control29:16 Dual-Class Stock's Origins30:21 How Jay's Thinking Evolved31:36 Why Boards Don't Get Angry34:39 Banks' Real Client: Institutions37:08 Book Building38:56 Why Direct Listings Haven't Taken Over39:57 What Goldman Is Really Selling41:57 Sentiment vs. Long-Term Performance43:13 Does Staying Private Help Society49:35 Asking Better Questions with EY52:12 Are Markets Efficient

Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]

Play Episode Listen Later Aug 25, 2026 78:30

My guest today is Neil Movva, founder of Sail. Sail is building what Neil calls a token factory, an inference company designed for a specific kind of future, one where AI agents run in the background for hours or days at a time rather than answering a human in real time. In that world, latency matters less and cost matters more, and Neil has built the whole company around driving the cost of a token as low as it can possibly go. What makes this conversation special is that it is one of the most detailed tours I have ever done through the full stack of intelligence, the software, the chips, and the power, and how all three connect. Along the way we cover the trade-off between speed and cost that lives inside every GPU, his scavenger strategy for buying the chips and power nobody else wants, his contrarian view on Nvidia, and why the premium the frontier labs charge for being three to six months ahead may not last. Please enjoy my conversation with Neil Movva. 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 (00:02:20) Neil Movva (00:03:22) Building a Token Factory (00:05:32) The Rise of Long-Running Agents (00:08:47) Deep Research and Cybersecurity (00:15:12) The Full Stack of Intelligence (00:20:03) Throughput Versus Latency (00:24:58) The Future of AI Chips (00:33:19) Why Transformers Work (00:36:43) The Future of Data (00:44:05) The Market for AI Chips (00:47:56) Is the AI Boom Different? (00:51:08) Reinventing the Data Center (00:56:43) Scavenging Power (01:01:04) Where Compute Is Most Inefficient (01:07:02) Open Versus Closed Models (01:10:37) A Trillion Tokens a Day (01:12:42) The Contrarian Case on NVIDIA (01:14:38) Advice for AI Hardware Founders

EP. 245: Cam Pritchard - Why Podcast Advertising Outperforms Social, TV, and Display

Test. Optimize. Scale.

Play Episode Listen Later Aug 25, 2026 37:39

What is the highest-returning ad channel most brands ignore? Podcast advertising. On average, podcast ads return 4.2x on ad spend, compared to roughly 3.6x for social media advertising, with TV and display lower still. Yet half of all podcast ad spots go unsold. In this episode of Test. Optimize. Scale., host Jason Fishman, CEO of Digital Niche Agency (DNA), interviews Cam Pritchard, CEO and founder of SpotsNow. SpotsNow is a podcast advertising marketplace that lets brands research shows, see which podcasts their competitors advertise on, plan a campaign in five minutes, and book host-read ads directly, the way Thumbtack simplified booking home services. Cam Pritchard is a former Thumbtack product manager who founded New Zealand's first textbook rental platform and worked with Travis and Jason Kelce on the fan engagement platform for their New Heights podcast before founding SpotsNow. Questions this episode answers: Why do podcast ads outperform social, TV, and display advertising? What ROAS can advertisers expect from podcast advertising? (Average: 4.2x) Why do host-read podcast ads convert better than produced ads? How did BetterHelp build its business on podcast advertising? (Roughly $100M per year in spend) How do audio pixels track podcast ad conversions to the dollar? What is the fastest way to plan a podcast ad campaign? (Five minutes on SpotsNow vs. a full day manually) How do advertisers buy unsold podcast inventory at a discount? (SpotsNow's last-minute booking model, similar to Hotel Tonight) Which industries advertise on podcasts? (Consumer brands, B2B SaaS, legal AI, fintech, retail) Why should B2B brands advertise on podcasts? (Executives and decision makers listen; companies like Vanta and Oracle buy the channel) How do you optimize a podcast ad campaign? (Portfolio approach: identify top-performing shows, cut underperformers, scale with lookalike shows) Why would a health brand like Oura Ring advertise on true crime podcasts? (Audience demographics beat category matching) Connect with Cam Pritchard and SpotsNow: Website: spotsnow.io LinkedIn: / campbellpritchard Connect with Jason Fishman, host of Test. Optimize. Scale.: LinkedIn: / jafishman Connect with Digital Niche Agency (DNA), the growth marketing agency behind this podcast: Website: www.digitalnicheagency.com Test. Optimize. Scale. is a weekly podcast from Digital Niche Agency covering growth marketing, advertising, capital raising, and business strategy, hosted by Jason Fishman. Subscribe for new episodes every week. CHAPTER TIMESTAMPS 0:00 - Who is Cam Pritchard and what is SpotsNow? 0:49 - From New Zealand's first textbook rental platform to Thumbtack 2:02 - Working with Travis and Jason Kelce on the New Heights fan platform 2:59 - Why half of all podcast ad spots go unsold 4:17 - Why host-read podcast ads convert better than other ad formats 6:16 - How BetterHelp built its business on $100M a year in podcast ads 7:48 - Why trust is the marketing currency of the AI era 9:23 - How SpotsNow turns podcast ads into direct response advertising 10:54 - Buying unsold premium podcast inventory at last-minute discounts 12:05 - How audio pixels track podcast ads to the dollar 15:14 - How to plan a podcast ad campaign in five minutes 16:47 - Why instant booking changes podcast advertising 18:54 - Are podcast ads better for prospecting or mid-funnel? 20:50 - Podcast retargeting and B2B lead identification 23:00 - The portfolio approach to buying podcast ads 26:02 - Which industries advertise on podcasts: consumer, SaaS, legal AI 28:16 - Podcast ad ROAS vs. social, TV, and display: the numbers 29:57 - How to run your first podcast ad test campaign 33:17 - How to optimize a podcast ad campaign that is underperforming 35:32 - How to scale podcast advertising with lookalike shows 37:21 - Why Oura Ring should advertise on true crime podcasts 39:13 - Where to find Cam Pritchard and SpotsNow

tv ceo ai new zealand executives scale audience b2b oracle average consumer saas optimize display 100m betterhelp new heights b2b saas pritchard jason kelce oura ring roas thumbtack vanta podcast advertising jason fishman

How AI Is Rewriting Product-Market Fit, Pricing, and Go-to-Market

Play Episode Listen Later Aug 24, 2026 45:16

CJ sits down with Rebecca Schwartz of Tabs, Fred Havemeyer of Fleet AI, and Rahul Rekhi of Rogo for a live conversation about what it actually takes to build an AI-native company. —SPONSORS:RightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cjPulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer posts 98% of transactions directly to its ERP, with the remaining 2% routed to a human for review. You pay for outcomes, not seats. See it at https://www.maximor.ai/Brex is an intelligent finance platform with AI-powered workflows that enforce expense policies at the point of sale, match receipts automatically, and reduce month-end close from weeks to hours. Thousands of companies, including Anthropic, Coinbase, and DoorDash, already run on Brex. Stop asking A-level finance talent to do B-level admin work. Learn more at https://www.brex.com/metricsAnrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtnEY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartups—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNhttps://www.tabs.com/https://fleetai.com/https://www.rogo.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and Intro1:16 Welcome to Run the Numbers3:17 Meet the Panel: Rebecca, Fred, Rahul9:52 How Rogo Found PMF13:47 How Tabs Found PMF14:51 Growth Rates: Headcount and Revenue16:23 The Real Hiring Constraint17:21 What "Forward Deployed" Actually Means18:53 What's Blocking AI Adoption Now20:19 How Sales Hiring Has Changed24:34 How Go-to-Market Has Changed25:28 Pricing Models: Then vs. Now28:18 Tabs' Pricing Evolution29:20 What the Finance Team Looks Like31:00 How Far You Can Push Outsourced Accounting32:43 Managing AI Gross Margins35:07 The North Star Metric for AI Companies37:02 Token Spend vs. Per-Seat Pricing39:34 Asking Better Questions: What Counts as ARR41:38 Biggest Bug in Cash to Collections43:05 Closing Advice for Founders

#430 How to Write Ads That Sell

Play Episode Listen Later Aug 23, 2026 63:30

Claude Hopkins was the greatest copywriter of all time. His ideas were so valuable that when he wrote them down in a book the founder of his advertising firm locked the manuscript in a safe for 20 years. When the book was finally published it sold over 8 million copies. David Ogilvy said that nobody should work in advertising until they had read the book seven times. This episode is what I learned by reading Claude Hopkins' autobiography My Life In Advertising and his legendary book Scientific Advertising. Made possible by: Ramp: ⁠⁠https://ramp.com⁠⁠ Applovin: ⁠⁠https://www.applovin.com Vanta: ⁠⁠https://vanta.com/founders Some of my favorite quotes: 0:00 — "Any man who by a lifetime of excessive application learns more about anything than others owes a statement to his successors." 5:12 — "The man who works twice as long as his fellows is bound to go twice as far, especially in advertising." 5:30 — "If I have gone higher than others in advertising or done more, the fact is not due to exceptional ability but to exceptional hours." 6:48 — "To poverty I owe the fact that I never went to college. I spent those four years in the school of experience instead of the school of theory." 9:08 — "Which is work and which is play? If a thing is useful, they call it work. If it's useless, they call it play. But one is hard as the other. All the difference I see lies in the attitude of the mind." 9:32 — "I came to love work as other men love golf. I love it still. The love of work can be cultivated just like the love of play." 9:58 — "We do best what we like best." 13:05 — "A good product is its own best salesman. It is uphill work to sell goods without samples." 15:00 — "We must never judge humanity by ourselves. The things we want, the things we like may appeal to a small minority." 15:23 — "We must submit all things in advertising to the court of public opinion." 17:48 — "Some of the greatest successes I have ever known in advertising were ignorant men. One wrote copy which would induce a farmer to mortgage his barn to respond, but every sentence had to be edited for grammar." 20:23 — "John Powers created a new concept of advertising. He told the truth, but told it in a rugged and fascinating way." 25:47 — "Study salesmen, canvassers, and fakers if you want to know how to sell goods. No argument in the world can ever compare with one dramatic demonstration." 26:35 — "The average salesman seeks favors. He seeks profit for himself. His plea is, 'Buy my goods.' He makes a selfish appeal to selfish people, and of course, he meets resistance. I was selling service." 28:45 — "We must treat people in advertising as we treat them in person." 31:23 — "Others have never told this story. It will startle everyone in print. I gave purity a meaning." (On Schlitz Beer jumping from 5th to 1st.) 32:03 — "Tell the pains that you take to excel. The maker is too close to his product. He sees in his methods only the ordinary." 34:08 — "The greatest two faults in advertising lie in boasts and in selfishness. People will listen if you talk service to them. They will turn their backs when you seek to impress an advantage for yourself." 41:23 — "People will do anything to cure a trouble, but little to prevent it. Prevention offers slight appeal to humanity in general. They want to be told of rewards." 1:01:30 — "Genius is the art of taking pains. The advertising man who spares the midnight oil will never get very far. This is no lazy man's field."

study write genius prevention ramp vanta david ogilvy applovin john powers claude hopkins scientific advertising

U.S. Hits $40 Trillion In Debt & FBI Investigates An Ex-Congressman

Play Episode Listen Later Aug 21, 2026 23:51

The FBI intercepts former Congressman Eric Swalwell stepping off an airplane in San Francisco, the U.S. national debt surpasses 40 trillion dollars, and with James Fishback flopping in Florida, are the “groypers” floundering? We look at the state of play in rightwing politics. Reporting from Brent Scher & Dylan Houseman. Plus, we speak with the former Congressional Budget Office Director, Douglas Holtz-Eakin. Get the facts first with Morning Wire.- - -Ep. 3050- - -Wake up with new Morning Wire merch: https://bit.ly/4lIubt3- - -Today's Sponsors:Quince - Upgrade your everyday. Go to https://Quince.com/WIRE for free shipping on your order and 365-day returns Spring Sleep - Get eXciteOSA at https://springsleep.com/WIRE, and use code WIRE for 20% off. Vanta - Whether you're a fast-growing startup or a global enterprise, Vanta is here to help you automate your security and compliance, and earn and prove trust. Get started today at vanta.com/morningwire - - -Privacy Policy: https://www.dailywire.com/privacymorning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

san francisco fbi wake hits debt reporting wire trillion congressman investigates quince eric swalwell vanta james fishback morning wire

CISA MLFlow warning, Siemens PLCs warning, CareCloud confirms breach

Play Episode Listen Later Aug 21, 2026 8:58

CISA warns of hackers exploiting critical MLflow vulnerability ICS operators warned of AI-driven attacks on Siemens PLCs Electronic health record company CareCloud confirms millions affected by breach Get the show notes here: https://cisoseries.com/cybersecurity-news-cisa-mlflow-warning-siemens-plcs-warning-carecloud-confirms-breach/ Huge thanks to our sponsor, Vanta Risk and regulation ramping up—and customers expect proof of security just to do business. Vanta's automation brings compliance, risk, and customer trust together on one AI-powered platform. So whether you're prepping for a SOC 2 or running an enterprise GRC program, Vanta keeps you secure—and keeps your deals moving. Learn more at vanta.com/ciso.

ai breach siemens confirms soc cisa ics grc vanta plcs mlflow carecloud

The Department of Know: Living off Azure, OpenAI's "defender window," and AI-driven PLC attacks

Play Episode Listen Later Aug 21, 2026 34:37

Read the full sotry at CISOSeries.com This week's Department of Know is hosted by Rich Stroffolino, with guests Bil Harmer, CISO, Supabase, and David B. Cross, CISO, Atlassian. Missed the live show? Check it out on YouTube. The Department of Know is live every Friday at 4:00 p.m. ET. Join us each week by registering for the open discussion at CISOSeries.com. A huge thanks to our sponsor, Vanta Still stuck on the quarterly audit treadmill? Meet Calm-pliance. Vanta combines compliance, risk, and proof on one Agentic Trust Platform—and continuously monitors your controls, keeping you audit-ready all year round. Find your Calm-pliance here.

calm driven missed window attacks defenders ciso atlassian living off vanta supabase azure openai ciso series rich stroffolino

The Stripe Guide to Pricing, Billing, and Quote-to-Cash with Wisam Hirzalla

Play Episode Listen Later Aug 20, 2026 54:54

In this episode of Run the Numbers, CJ sits down with Wisam Hirzalla, Head of Product at Stripe Billing, to trace the full journey of a dollar—from product packaging and pricing through quoting, contracts, billing, tax, collections, and revenue recognition.—SPONSORS:Anrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtnRightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cjPulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer posts 98% of transactions directly to its ERP, with the remaining 2% routed to a human for review. You pay for outcomes, not seats. See it at https://www.maximor.ai/Brex is an intelligent finance platform with AI-powered workflows that enforce expense policies at the point of sale, match receipts automatically, and reduce month-end close from weeks to hours. Thousands of companies, including Anthropic, Coinbase, and DoorDash, already run on Brex. Stop asking A-level finance talent to do B-level admin work. Learn more at https://www.brex.com/metricsEY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartups—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/wisam-hirzalla-9b20a91/Company: https://stripe.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 What Drives Billing Downstream1:41 Welcome to Run the Numbers2:37 Wisam's Path to "Queen of Billing"4:55 What Head of Billing at Stripe Entails5:45 Defining Quote-to-Cash7:50 Layer 1: Pricing and Packaging Mistakes14:46 Pricing Models Rising Because of AI18:11 Layer 2: Inside a Quote19:27 Why Enterprise Deals Get So Messy24:38 Layer 3: Contracting27:21 Layer 4: Billing30:15 Why Usage-Based Billing Is So Complex34:51 Tokens as a Pricing Unit36:57 Billing's Move Out of the ERP39:53 Layer 5: Provisioning and Entitlements43:36 Layer 6: Tax44:27 Layer 7: Getting Paid48:18 Layer 8: RevRec50:52 When Billing Stopped Being Back Office51:47 Asking Better Questions Segment52:28 Will AI Replace Finance Jobs

OpenAI rewrites safety rules, US charges 17 Iranian hackers, Defender crashes fixed

microsoft roi hackers defenders iranians openai charges snowflakes crashes ramp ciso atlassian rewrites vanta safety rules windows defender

Play Episode Listen Later Aug 20, 2026 6:55

OpenAI rewrites safety rules after threshold warning US charges 17 in Iranian hacking campaign Microsoft fixes Windows Defender crash bug Get the show notes here: https://cisoseries.com/openai-safety-rules-iranian-hackers-defender-crashes/ Huge thanks to our sponsor, Vanta Your GRC team is dealing with more and more frameworks, vendors, and risk. The board wants it all in one place, but your compliance data lives all over. Vanta's agentic trust platform connects compliance, risk, and trust at enterprise scale and delivers a 526% ROI over three years. 16,000+ companies trust Vanta, including Snowflake, Atlassian, and Ramp. Visit Vanta.com/CISO to learn more.

Neurosymbolic AI outperforms chatbots and product search | E2327

Play Episode Listen Later Aug 19, 2026 54:19

This Week In Startups is made possible by: Vanta https://www.vanta.com/twist Agree https://agree.com YSecurity https://YSecurity.io/TWIST Today's show: Frontier AI models can ace PhD-level exams, but it's still bad at tracking down the product you want in the style that suits you. Onton's Zach Hudson tell us that the problem is that models are a black box. His solution? A neurosymbolic model, Ontology 1, that learns about your taste and preferred aesthetic over time, then produces product searches tailored specifically to you, rather than just using keywords and relevant tags. How do neurosymbolic models work, and how does Onton understand your prompts and favorite design trends? And why aren't the frontier labs working on neurosymbolic models of their own? Zach joins Jason and Lon to discuss. PLUS, following a record-smashing SpaceX IPO, Ashi Dissanayake of Spacium makes the case that the real bottleneck in space isn't launching rockets off the ground any more. It's refueling in orbit. Guests Zach Hudson on X: ****https://x.com/nosduhz Onton: https://onton.com/ Spacium: https://spaceium.com/ Spacium on X: https://x.com/SpaceiumInc Relevant Links Poolside's journey to AGI: https://poolside.ai/vision/purpose Startup Archive: Sam Altman on the Paul Graham advice that saved OpenAI: https://www.startuparchive.org/p/sam-altman-on-the-paul-graham-advice-that-saved-open-ai-always-make-an-api Kelly Wearstler: https://www.kellywearstler.com/ Ennis House: https://franklloydwright.org/site/ennis-house/ Los Feliz Living: Ennis House profile: https://www.losfelizliving.com/los-feliz-historic-homes/ennis-house-los-feliz-hcm-149 Indiewire: Ennis-inspired "The Studio" offices: https://www.indiewire.com/features/craft/the-studio-production-design-interview-seth-rogen-1235114365/ Monocle Magazine: https://monocle.com/ Spaceium on Y Combinator: https://www.ycombinator.com/companies/spaceium-inc Orbit Fab's RAFTI: https://www.orbitfab.com/rafti/ James Webb Space Telescope: https://science.nasa.gov/mission/webb/ Houzz: https://www.houzz.com/ Timestamps: 0:00 Zach Hudson joins: What is "neurosymbolic search" 4:03 Ontology 1 isn't a black box 6:31 Who is using Onton? 9:36 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist 11:35 Could neurosymbolic models reach AGI? 13:19 Jason loves Wright's Ennis House 17:03 The shape of AI companies is changing 19:28 Agree.com - Stop chasing invoices and automate your entire contract-to-cash stack. Go to https://agree.com and tell them Jason sent you to get 50% off for life! 22:32 UGC as a data moat 26:03 The Dead Internet Theory 28:13 Ashi Dissanayake of Spacium joins 29:52 YSecurity - The on-demand security team for startups. Need enterprise-grade security without hiring a $400k CISO? YSecurity gives you 40+ expert engineers, matched to exactly what you need, by the hour, with your first six hours completely free. Go to https://YSecurity.io/TWIST 31:50 Storables vs. cryogenics: the zero-boil-off breakthrough 34:11 All kinds of propulsion requires refueling 36:09 Getting more value from LEO to GEO 38:28 Moving at rocket speed 44:54 Why demand is so acute 49:37 The investing climate for space, post-SpaceX Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

AI "mind virus," malware living off Azure, an Irregular post-mortem

Play Episode Listen Later Aug 19, 2026 8:11

Persistent prompts prove potentially pernicious The malware is coming from inside Microsoft Irregular releases AI sandbox escape post-mortem Get the show notes here: https://cisoseries.com/cybersecurity-news-ai-mind-virus-living-off-azure-an-irregular-post-mortem/ Huge thanks to our sponsor, Vanta Your GRC team is dealing with more and more frameworks, vendors, and risk. The board wants it all in one place, but your compliance data lives all over. Vanta's agentic trust platform connects compliance, risk, and trust at enterprise scale and delivers a 526% ROI over three years. 16,000+ companies trust Vanta, including Snowflake, Atlassian, and Ramp. Visit Vanta.com/CISO to learn more.

ai viruses roi persistent snowflakes post mortem azure ramp malware irregular ciso atlassian living off vanta mind virus

LEGENDS: Damon Hill – from ‘humiliation' to World Champion

F1: Beyond The Grid

Play Episode Listen Later Aug 18, 2026 51:54

1995 was a 'catastrophe' for Damon Hill, a bruising battle on and off the track. He was determined that 1996 would be his year.30 years since his title triumph, 1996 World Champion Damon Hill joins Tom Clarkson to reflect on his winning season. From four wins in the opening five races, to finding out he was being dropped by Williams at the end of the season while still in the championship fight, Damon talks candidly about the ups and downs of a very dramatic title-winning campaign. He also tells Tom how he changed his approach going into 1996, after some tough battles with Michael Schumacher on and off track the year before, and why he turned down an offer to sign for McLaren despite wanting to join them.Listen to more Official F1 PodcastsListen to the latest episodes of F1 Nation and F1 ExplainsThis episode is sponsored by: Vanta: get started today at vanta.com/GRIDCarGurus: go to cargurus.co.uk for complete vehicle details without any surprises

legends world champion mclaren humiliation michael schumacher vanta damon hill tom clarkson world champion damon hill

Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]

Play Episode Listen Later Aug 18, 2026 76:16

My guest today is Ben Thompson, the founder and author of Stratechery. Ben is one of my favorite business thinkers and I love talking to him about everything happening in markets and technology. We go through every important company, including OpenAI, Nvidia, Intel, Apple, Microsoft, Google, and Amazon. We also discuss why he thinks it would be dangerous for the United States to win the AI race outright, what container shipping and the railroads of the 1870s tell us about the buildout, and why the binding constraint on all of this may be capital rather than compute. Please enjoy my conversation with Ben Thompson. 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 (00:02:16) Winning the AI Race With China (00:08:28) Timing, Capital, and the Railroads (00:11:34) Berkshire, Google, and Absolute Profits (00:14:23) Verifiable and Unverifiable Domains (00:20:20) Aggregation Theory in the AI Era (00:22:06) The Real Cost of Inference (00:25:40) Why Consumer AI Needs Advertising (00:30:08) Compute Shortages and Commodity Markets (00:35:46) Memory Cycles and Boom Bust Dynamics (00:42:08) TSMC, Intel, and Where Risk Goes (00:44:51) The Best Setups in Big Tech (00:52:14) The Frontier Model Contenders (00:54:27) Microsoft's IBM Playbook (01:00:45) Meta, Attention, and Advertising (01:07:29) NVIDIA, Commodities, and Power

North Korean IT worker lands federal job, Azure records go up for sale, GitHub goes down

Play Episode Listen Later Aug 18, 2026 7:14

Federal agency hires North Korean IT worker Millions of Azure records allegedly for sale GitHub outage hits Actions and Copilot Get the show notes here: https://cisoseries.com/cybersecurity-news-north-korean-it-worker-lands-federal-job-azure-records-go-up-for-sale-github-goes-down/ Huge thanks to our sponsor, Vanta Your GRC team is dealing with more and more frameworks, vendors, and risk. The board wants it all in one place, but your compliance data lives all over. Vanta's agentic trust platform connects compliance, risk, and trust at enterprise scale and delivers a 526% ROI over three years. 16,000+ companies trust Vanta, including Snowflake, Atlassian, and Ramp. Visit Vanta.com/CISO to learn more.

sale millions records roi federal worker lands github snowflakes north korean azure go up ramp ciso atlassian vanta federal job

The CFO-COO Is Coming: Meredith Finn of Front on the Future of Finance

Play Episode Listen Later Aug 17, 2026 54:27

Front CFO & COO Meredith Finn joins CJ to explain why finance leaders are taking on more of the operator's job. They break down the CFO-COO dual mandate, how Front funds new bets inside a mature SaaS business, why AI requires more coordination than simply handing everyone new tools, and how finance teams should think about the growing cost of AI.—SPONSORS:Brex is an intelligent finance platform with AI-powered workflows that enforce expense policies at the point of sale, match receipts automatically, and reduce month-end close from weeks to hours. Thousands of companies, including Anthropic, Coinbase, and DoorDash, already run on Brex. Stop asking A-level finance talent to do B-level admin work. Learn more at https://www.brex.com/metricsAnrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtnRightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cjPulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer posts 98% of transactions directly to its ERP, with the remaining 2% routed to a human for review. You pay for outcomes, not seats. See it at https://www.maximor.ai/—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/meredithfinn1/Company: https://front.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Adam Swiecicki - CFO of Ripplinghttps://youtu.be/JyGJVpmZNacAurélien Nolf - CFO of Navanhttps://youtu.be/siwzJSRXAvY—TIMESTAMPS:0:00 The CFO/COO Dual Mandate1:45 Welcome to Run the Numbers2:52 Front's In-House Podcast Studio3:41 Meredith's Investment Thesis on Front7:21 The "Portfolio Career" Analogy8:35 What She Had to Unlearn as an Operator13:13 Books on Strategy vs. Execution16:17 When a CFO Should Also Be COO18:27 What the COO Hat Actually Covers20:20 Where the Two Roles Conflict25:42 Budgeting for AI Token Costs29:16 Using Internal Usage as a Benchmark35:40 Funding a Series A Bet Inside a Series D Company38:04 Sizing Bets: Core, Adjacent, Moonshot40:04 The Secret to Re-Accelerating Growth41:46 Going Deeper, Not Wider43:18 What the Pricing Overhaul Taught Her47:30 Why Customer P&L Matters50:11 Lightning Round Begins51:32 Advice to Her Younger Self52:33 Front's Finance Tool Stack53:21 Craziest Expense Ever#RunTheNumbersPodcast #CFOLife #FinanceLeadership #AIinFinance #SaaSGrowth

SAP Commerce flaw exploited, Mirai boosts capabilities, Shell investigates breach

Play Episode Listen Later Aug 17, 2026 8:06

Max severity SAP Commerce Cloud flaw now targeted in attacks New Mirai variant adds stealth capabilities to botnet code Shell investigates potential incident after Clop data theft claims Get the show notes here: https://cisoseries.com/cybersecurity-news-sap-commerce-flaw-exploited-mirai-boosts-capabilities-shell-investigates-breach/ Huge thanks to our sponsor, Vanta Your GRC team is dealing with more and more frameworks, vendors, and risk. The board wants it all in one place, but your compliance data lives all over. Vanta's agentic trust platform connects compliance, risk, and trust at enterprise scale and delivers a 526% ROI over three years. 16,000+ companies trust Vanta, including Snowflake, Atlassian, and Ramp. Visit Vanta.com/CISO to learn more.

commerce roi breach snowflakes capabilities boosts ramp investigates flaw ciso atlassian exploited mirai vanta clop

Trump Frees Captive in Russia & Socialists Regroup From Loss | 8.13.26

Play Episode Listen Later Aug 13, 2026 23:16

Democratic socialists are regrouping after a shock loss in Wisconsin while Republicans see a real opportunity there and in Minnesota, a U.S. Marine Veteran is freed after four years in a Russian prison following intervention by President Trump, and the WNBA debate gets racially charged – and has Sophie Cunningham's coach playing defense. Reporting from Cabot Phillips, Mary Margaret Olohan & Lynden Blake. Get the facts first with Morning Wire.- - -Ep. 3036- - -Wake up with new Morning Wire merch: https://bit.ly/4lIubt3- - -Today's Sponsors:Lean - Get 20% off when you enter code WIRE at https://TakeLean.com Shopify - Stop waiting for permission to build something. Your next revenue stream starts free at https://shopify.com/morningwire Vanta - Whether you're a fast-growing startup or a global enterprise, Vanta is here to help you automate your security and compliance, and earn and prove trust. Get started today at https://vanta.com/morningwire - - -Privacy Policy: https://www.dailywire.com/privacymorning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

donald trump russia loss russian minnesota wisconsin wake republicans democratic reporting wnba wire socialists captive frees regroup marine veteran sophie cunningham vanta mary margaret olohan morning wire cabot phillips

Xero's CFO: Why Finance Is Taking On More of the Business

Play Episode Listen Later Aug 13, 2026 49:59

In this episode of Run the Numbers, CJ Gustafson sits down with Xero CFO Claire Bramley to discuss how the CFO role is expanding beyond finance into strategy, operations, transformation, and technology. Claire also shares how she builds teams around her weaknesses, what small businesses actually want from AI, and why she views diversity as a business performance decision.—SPONSORS:Maximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer posts 98% of transactions directly to its ERP, with the remaining 2% routed to a human for review. You pay for outcomes, not seats. See it at https://www.maximor.ai/Brex is an intelligent finance platform with AI-powered workflows that enforce expense policies at the point of sale, match receipts automatically, and reduce month-end close from weeks to hours. Thousands of companies, including Anthropic, Coinbase, and DoorDash, already run on Brex. Stop asking A-level finance talent to do B-level admin work. Learn more at https://www.brex.com/metricsAnrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtnRightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cjPulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cj—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/claire-bramley-133b7174/Company: https://www.xero.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and Intro3:00 Xero and CJ's History With It4:12 Xero's Size and Scale Today5:10 The Expanding CFO Role7:06 Hiring Experts You're Not8:47 Imposter Syndrome11:00 Getting Better at Asking Questions15:04 Asking the "Stupid Question"16:21 Finance as the Corporate Junk Drawer17:48 The Trial Period Idea18:24 Tripwires: Leading Indicators for CFOs25:35 AI Hype vs. Main Street Reality26:44 What Small Business Owners Actually Want28:45 What Big Corps Underestimate31:10 Trust as a Competitive Moat33:45 Why the Line Is Thinner for Small Biz35:12 AI Inside Claire's Finance Team37:23 AI for Investor Relations39:28 Diversity as Capital Allocation42:07 A Decision Diversity Changed44:45 Lightning Round Begins46:06 Advice to Her Younger Self48:49 Craziest Expense Ever#RunTheNumbersPodcast #CFOLife #FinanceLeadership #AIinFinance #WomenInFinance

Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]

Play Episode Listen Later Aug 11, 2026 65:54

My guest today is Eric Vishria, a General Partner at Benchmark. Eric has spent his career in software and cloud, and few people know the history of these markets as well as he does. What makes him special is his ability to use that history to make sense of today. We discuss what the rise of AWS teaches us about AI, what he has learned from investing in Fireworks, Sierra, and Cerebras, and how the criteria for winning have changed for founders and investors. Please enjoy my conversation with Eric Vishria. 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 (00:02:20) Learning the World Through Fireworks (00:05:42) AWS Was Going to Eat Everything (00:07:40) The Zero-Sum Thinking Trap (00:09:01) Comparing Cloud and AI Adoption (00:11:03) Becoming Enterprise's AI Sherpa (00:13:05) Building Sandcastles (00:14:55) The Return to Being Technical (00:17:13) The Shifting Competitive Frontier (00:22:10) Why the Old Playbook Fails (00:27:53) Energy as the Binding Constraint (00:29:38) The Cerebras Story (00:37:57) The Virtue of Productive Naivete (00:39:19) What Robotics Still Needs (00:45:58) What Makes a Great Board Partner (00:51:13) Raising A Growth Fund (00:55:39) What the Big Winners Taught Him (00:57:37) Hard Work Versus the Hole-in-One (00:58:38) The Best Reasons to Go Public (01:01:09) Debates Inside Benchmark (01:02:16) What If It All Works (01:03:35) What Geoff Hinton Got Wrong

A CFO Explains Private Jets

Play Episode Listen Later Aug 10, 2026 34:31

On this episode of Run the Numbers, CJ and Ben trace corporate private jets from Sam Walton's scrappy two-seater to Alex Karp's $17 million jet bill. They break down when flying private actually makes business sense, how jets hit the balance sheet, the tax and accounting implications, what companies disclose to investors, and when executive travel crosses the line from productivity tool to corporate excess.—SPONSORS:Rillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer posts 98% of transactions directly to its ERP, with the remaining 2% routed to a human for review. You pay for outcomes, not seats. See it at https://www.maximor.ai/Brex is an intelligent finance platform with AI-powered workflows that enforce expense policies at the point of sale, match receipts automatically, and reduce month-end close from weeks to hours. Thousands of companies, including Anthropic, Coinbase, and DoorDash, already run on Brex. Stop asking A-level finance talent to do B-level admin work. Learn more at https://www.brex.com/metricsAnrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtnRightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cjPulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetrics—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNCJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Jersey Mike's IPO: The $4.2B Sandwich Machinehttps://youtu.be/ZL6AbqHI-0g—TIMESTAMPS:0:00 Fly Like a G60:29 $17M on jets: Alex Karp guess1:16 Sam Walton starts it all2:49 The yellow legal pads4:37 Walmart Aviation founded (1968)5:14 Piston to Bombardier jets6:51 Walmart's modern jet fleet8:13 Where it hides in SEC filings9:25 SEC Reg S-K Item 40213:37 Gulfport Energy scandal14:42 Tyco: Kozlowski & Schwartz16:57 When jets are actually useful17:55 P&L vs. balance sheet treatment18:40 PP&E and depreciation basics19:04 Off-balance-sheet leases19:28 The chartering loophole19:54 "Uber Jet" fractional ownership23:14 How activists hunt jet spend23:36 Flight registries & tail numbers24:13 Jack Sweeney vs. Elon Musk25:00 What top companies spend25:18 Walmart's fleet is #126:17 Charter vs. lease vs. own29:02 Should we care? 3 angles30:06 Angle 2: opportunity cost30:59 Angle 3: company size31:42 General Electric's shadow jet32:50 Back to Alex Karp34:02 Credits#RunTheNumbersPodcast #PrivateJets #CorporateFinance #ExecutivePerks #CFOLife

The Business of Saving Lives: Inside RapidSOS

Play Episode Listen Later Aug 6, 2026 49:59

On this episode of Run the Numbers, CJ Gustafson sits down with Richard Haram, VP of Finance at RapidSOS, to unpack how finance supports a public safety AI platform that helps 911 operators and first responders act faster. They cover building AI fluency, combining FP&A with BI, monetizing vertical software, integrating acquisitions, and the leadership lessons Richard carried from entrepreneurship.—SPONSORS:Pulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer posts 98% of transactions directly to its ERP, with the remaining 2% routed to a human for review. You pay for outcomes, not seats. See it at https://www.maximor.ai/Brex is an intelligent finance platform with AI-powered workflows that enforce expense policies at the point of sale, match receipts automatically, and reduce month-end close from weeks to hours. Thousands of companies, including Anthropic, Coinbase, and DoorDash, already run on Brex. Stop asking A-level finance talent to do B-level admin work. Learn more at https://www.brex.com/metricsAnrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtnRightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cj—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/richardharem/Company: https://rapidsos.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and Intro3:10 What RapidSOS does4:59 CJ's own car accident5:33 What's broken about 9116:50 Who's the actual customer7:46 How RapidSOS monetizes10:13 Sponsors — Pulley | Rillet | Maximor13:27 Too much data, too much noise16:35 Data pollution and trust18:24 The data stack early on19:25 Should BI have come sooner?20:45 The framework: questions to decisions22:43 Building a data culture23:58 Sponsors — Brex | Anrok | RightRev26:51 Bottoms-up vs. top-down AI28:42 Inspiration, not training32:24 The three-phase AI progression33:31 Founding an AV company at 835:37 Giving people room to grow38:12 Depending on heroes39:55 Working under founder personalities41:23 Do startups undervalue what they sell42:48 A price hike, zero churn43:24 Signs you're underpricing44:57 Lightning round45:03 Screwed up: refreshed data before a demo47:15 Advice to younger self47:41 Finance software stack48:37 Craziest expense: personal gas49:29 Credits

Airtable's 80% off value crash: VCs explain why it's still a win | E2321

Play Episode Listen Later Aug 5, 2026 72:33

This Week In Startups is made possible by: Vanta https://www.vanta.com/twist Agree https://agree.com Odoo https://Odoo.com/twist Today's show: *Airtable just sold for $2.25 billion, an 81% drop from its peak of $11.7 billion. On this week's TWiST VC Roundtable, Aditya Agarwal (South Park Commons), Niko Bonatsos (Verdict Capital), and Rick Heitzmann (FirstMark Capital) break down why the venture world sees this as a good outcome, not a financial disaster. By declining the deal, would Airtable's team have just been delaying the inevitable? Is the fact that they reached $400M+ ARR on its own a reason to celebrate? Find out why our investor panel prefers unwinding a stuck situation rather than chasing a growth rate that's no longer sustainable. PLUS Robinhood's booming prediction market business, the secondary market flap over Anduril shares, why so many VCs shy away from "vice" categories, and a glimpse at how insiders are talking about the Apple-OpenAI lawsuit. Guests Aditya Agarwal on X: https://x.com/adityaag South Park Commons: https://www.southparkcommons.com/apply Niko Bonatsos on X: https://x.com/bonatsos Verdict Capital: https://verdictcap.com/ Rick Heitzmann on X: https://x.com/rick FirstMark Capital: https://firstmark.com/ Relevant Links Airtable: https://www.airtable.com/ Bending Spoons announces Airtable acquisition: https://investors.bendingspoons.com/newsroom/bending-spoons-agrees-to-acquire-airtable Constellation Software: The Anti-Conglomerate: https://www.eaglepointcap.com/blog/constellation-software-the-anti-conglomerate Introducing Robinhood Ventures Fund II: https://robinhood.com/us/en/newsroom/introducing-rvii/ Quartz: Robinhood posted record quarterly revenue: https://qz.com/robinhood-record-revenue-prediction-markets-earnings-073026 Riot Games: https://www.riotgames.com/en AngelList's USVC Fund: https://usvc.com/ Baseten: https://www.baseten.co/ OpenEvidence: https://www.openevidence.com/ Hermes Agent: https://hermes-agent.org/ Granola: https://www.granola.ai/ Timestamps: 0:00 VC intros & Bending Spoons buys Airtable 9:19 Why growth is the only metric that matters 9:45 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist 20:52 Agree.com - Stop chasing invoices and automate your entire contract-to-cash stack. Go to https://agree.com and tell them Jason sent you to get 50% off for life! 26:25 When should VCs sell in secondary markets? 30:55 Odoo - The all-in-one business platform. Get started for free at https://Odoo.com/twist 35:38 Robinhood's prediction markets are exploding 43:13 The USVC-Anduril secondary controversy 46:18 How VC firms use open source models 58:43 Telling the real founders from the grifters 1:02:38 Why Apple is suing OpenAI Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

Mamdani Goes Viral & Fauci to be Held in Contempt? | 8.4.26

Play Episode Listen Later Aug 4, 2026 20:08

The Senate is poised to hold a pair of crucial votes, Zohran Mamdani sparks another firestorm over his government run grocery stores and a billion-dollar housing plan for the homeless, and the WNBA becomes ground zero for the culture war as more protesters clash over Sophie Cunningham. Reporting from Ben Domenech, Brecca Stoll, & Lynden Blake. Get the facts first with Morning Wire.- - -Submit your clips to morningwire@dailywire.com for review in our All Access Live!- - -Ep. 3020- - -Wake up with new Morning Wire merch: https://bit.ly/4lIubt3- - -Today's Sponsors:Alliance Defending Freedom - For a limited time, every dollar you give to ADF will be MATCHED but only while matching funds last. Go to https://JoinADF.com/WIRE or text WIRE to 83848 to have your gift to ADF doubled. Lean - Get 20% off when you enter code WIRE at https://TakeLean.comVanta - Whether you're a fast-growing startup or a global enterprise, Vanta is here to help you automate your security and compliance, and earn and prove trust. Get started today at vanta.com/morningwire - - -Privacy Policy: https://www.dailywire.com/privacymorning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

wake senate viral reporting wnba wire anthony fauci contempt zohran mamdani adf matched sophie cunningham vanta ben domenech morning wire all access live

Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]

CISO-Security Vendor Relationship Podcast

Play Episode Listen Later Aug 4, 2026 65:04

My guest today is Gavin Baker, founding partner and CIO of Atreides Management. This is our seventh conversation, and just two months after Gavin's last appearance. It's about the gap between what the market is doing and what companies are seeing. It's been a tough month or so for public AI names, but there's no sign of a slowdown on the ground in Silicon Valley. We discuss the latest moves, contracted vs. spot GPU prices, the game theory of memory supply agreements, and why Claude has become the Walter Cronkite of the stock market. We close on SpaceX, orbital compute, and what Gavin sees as the single biggest risk to all of it. Please enjoy this conversation, from the famous table at Benchmark, with my friend Gavin Baker. 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 (00:02:35) First Question: July Was 2022 in a Month (00:04:08) The Private Companies Public Markets Can't See (00:05:06) Old GPUs Repricing Higher (00:06:53) Walking Through the Month (00:08:22) Kimi, GLM 5.2 & the Open Source Freak-Out (00:10:51) Real Yields, Spreads & CDS (00:11:54) Does the Build-Out Need Credit? (00:15:22) A Sell-Off With No Clear Villain (00:17:35) Open Source as Dark Matter (00:18:39) Nvidia's Lowest Forward PE in 10 Years (00:21:35) Claude as Walter Cronkite for the Stock Market (00:23:55) Continual Learning & Sample Efficiency (00:25:19) What Would Actually Scare Him (00:26:38) Routers & the Multi-Model Future (00:30:51) Tokens as a Percent of Comp Spend (00:33:37) The Game Theory of Breaking an LTA (00:36:41) Nvidia's Credit Wrapper & Revenue Share (00:37:45) What He'd Do If He Ran Hynix (00:41:46) Who's More Bullish than Him (00:43:28) China's DUV Machine (00:46:10) Bull Case for Software (00:48:16) The RSI Maximalist View (00:49:31) Inference Clouds Growing Without Burning Cash (00:50:35) The Biggest Risk Is Regulation (00:53:44) Telling the Story Better (00:57:15) Dark Horses (00:58:02) SpaceX in the Public Markets

See, Our Compliance Framework Includes a Checkbox for Resilience

Play Episode Listen Later Aug 4, 2026 43:43

All links and images can be found on CISO Series This week's episode is hosted by me, David Spark, producer of CISO Series and Mike Johnson, CISO, Rivian. Joining us is our sponsored guest, Khush Kashyap, senior director of GRC at Vanta. In this episode: Running up the token meter Some risks resist a price tag Resilience isn't a vacation policy Compliance is the wrong finish line A huge thanks to our sponsor, Vanta Still stuck on the quarterly audit treadmill? Meet Calm-pliance. Vanta combines compliance, risk, and proof on one Agentic Trust Platform—and continuously monitors your controls, keeping you audit-ready all year round. Find your Calm-pliance here.

running resilience calm framework compliance includes mike johnson ciso rivian grc vanta checkbox david spark ciso series

Building an AI-Native Finance Team with Plaid CFO Seun Sodipo

Play Episode Listen Later Aug 3, 2026 52:50

On this episode of Run the Numbers, CJ sits down with Plaid CFO Seun Sodipo. Seun explains how her team is using AI to improve speed, accuracy, and ambition; why finance leaders need both bottom-up experimentation and top-down direction; and how she approaches planning, network effects, and building a durable company.—SPONSORS:RightRev is a revenue recognition platform built for the AI economy, helping finance support usage-based pricing, credits, hybrid contracts, seats plus consumption, and whatever commercial model comes next. It gives product teams the freedom to keep innovating without outdated revenue systems slowing them down. Learn how RightRev can help at https://rightrev.com/cjPulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer posts 98% of transactions directly to its ERP, with the remaining 2% routed to a human for review. You pay for outcomes, not seats. See it at https://www.maximor.ai/Brex is an intelligent finance platform with AI-powered workflows that enforce expense policies at the point of sale, match receipts automatically, and reduce month-end close from weeks to hours. Thousands of companies, including Anthropic, Coinbase, and DoorDash, already run on Brex. Stop asking A-level finance talent to do B-level admin work. Learn more at https://www.brex.com/metricsAnrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtn—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/seun-sodipo-1498b580/Company: https://plaid.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and Intro2:12 What Plaid does3:53 How Plaid makes money7:04 Eight months in, not new anymore8:57 Sponsors — RightRev | Pulley | Rillet11:48 Career path: Stripe, Glossier, Plaid14:32 Evaluating durability from the outside15:36 Rising expectations and AI17:23 Top-down vs. bottoms-up AI adoption20:06 Sponsors — Maximor | Brex | Anrok23:20 Coolest AI use case: sorting physical mail25:21 How her questions have changed27:11 AI should make you think deeper27:51 Finance AI Day explained31:23 A four-month journey to usable tools32:22 How AI changed her leadership style33:19 Skills that matter more now36:22 The Objective, Strategy, Tactics framework39:56 What planning reveals about an org41:36 Sequential vs. parallel planning45:38 Measuring the value of a network47:33 What people underestimate about Plaid48:56 Lightning round48:56 Screwed up: the reversed page order49:39 Advice to younger self50:32 Finance software stack51:43 Craziest expense: the photo shoots52:20 Credits

#427 How Raymond Plank Built a $50 Billion Oil Company

Play Episode Listen Later Aug 1, 2026 38:10

Raymond Plank founded Apache Corporation with just $250,000 in 1954. 50 years later his company was worth $50 billion. This episode examines the life and entrepreneurial philosophy of Raymond Plank through his memoir A Small Difference Rather than presenting a conventional history of Apache, this episode focuses on the lessons, maxims, and beliefs Plank accumulated over seven decades in business. Written when he was nearly 90, the memoir reads like a lifelong diary of how to think about opportunity, courage, cost control, resourcefulness, and adaptation. Lots of wild stories in this one. Made possible by: Ramp: ⁠⁠⁠https://ramp.com⁠⁠⁠ Applovin: ⁠⁠⁠https://www.applovin.com⁠ Vanta: ⁠⁠⁠https://vanta.com/founders⁠ ⁠Add your email here⁠ and I will send you my top 10 quotes from every episode: https://davidsenra.substack.com

built billion apache ramp plank vanta applovin

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

Podcast Notes Playlist: Latest Episodes

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

#408 How to Make a Few MORE Billion Dollars: Brad Jacobs

Play Episode Listen Later Jul 28, 2026

Founders ✓ Claim : 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 --------- In 2024 Brad Jacobs wrote the book How to Make a Few Billion Dollars. In the book Brad explains how he built 8 separate billion dollar companies and other lessons from his 40+ year career as an elite entrepreneur. In the two years since Brad has made a few MORE billion dollars and so the sequel to his first book is: How to Make a Few MORE Billion Dollars. In this episode I share some of Brad's ideas on raising tons of money (Brad has raised over $50 billion), mastering his integration playbook, ideas for organizational integration, org chart design, and how Brad keeps his mind centered and in a positive place to handle the inevitable ups and downs of building great companies. Episode sponsors: ⁠ Ramp⁠⁠⁠⁠⁠⁠⁠ gives you everything you need to control spend, watch your costs, and optimize your financial operations —all on a single platform. Make history's greatest entrepreneurs proud ⁠⁠⁠by going to Ramp and learning how they can help your business control your costs and save time and money.⁠⁠⁠ ⁠⁠⁠⁠https://ramp.com Automate compliance, security, and trust with Vanta.⁠ ⁠⁠⁠Vanta helps you win trust, close deals, and stay secure—faster and with less effort⁠⁠⁠⁠. ⁠⁠⁠Find out how increased security leads to more customers by going to Vanta⁠⁠⁠. Tell them David from Founders sent you and you'll get $1000 off. https://vanta.com/founders⁠⁠⁠ Collateral⁠⁠ transforms your complex ideas into compelling narratives. Collateral crafts institutional grade marketing collateral for private equity, private credit, real estate, venture capital, family offices, hedge funds, oil & gas companies, and all kinds of corporations. Storytelling is one of the highest forms of leverage and you should invest heavily in it. You can do that by going to ⁠⁠https://collateral.com

founders storytelling ramp billion dollars collateral vanta brad jacobs

How to Tell a Demanding Founder They're Wrong

The Beanpod - Crypto and Stocks

Play Episode Listen Later Jul 27, 2026 38:30

On this special episode of Run the Numbers, CJ Gustafson revisits standout moments from past conversations with Alex Immerman, Curt Sigfstead, Daniel Kang, Adam Ante, and David Laptor. Together, their advice reveals how great CFOs earn trust, challenge founders, speak up when the data says something is wrong, and become true strategic partners without relying on the power of the purse strings.—SPONSORS:Anrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtnRightRev is an automated revenue recognition platform that lets your product team ship new pricing without asking finance for permission, and your sales team close deals without creating downstream chaos. Check out their free tool at calculator.rightrev.com It scores your rev rec process, shows what's exposing you to risk, and tells you exactly where to focus before it bites you in the rear end. Check it out at https://calculator.rightrev.comPulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer cut their close in half, took audit findings from seven to zero, and cut back-office costs by 70% in six months. You pay for outcomes, not seats. See it at https://www.maximor.ai/Brex is an intelligent finance platform with AI-powered agents that capture expenses automatically, enforce policy before the spend happens, and close your books in minutes instead of weeks. 35,000+ companies like OpenAI, Coinbase, Anthropic, and DoorDash already run on Brex. It's time to get Brex AF. Learn more at https://www.brex.com/metrics—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNCJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and Intro3:27 Alex Immerman's favorite CFO interview question4:54 What a weak answer looks like5:26 When the hard calls actually matter6:37 Walt and Roy Disney7:36 Liked even when making unpopular calls8:43 Sponsors — Anrok | RightRev | Pulley11:35 Curt from Clio: ego in the bottom drawer13:52 CFO as supporting cast15:10 Backbone vs. ego: when to use each16:23 Daniel Kang: don't use the purse strings as power17:36 Earn the seat, don't demand it18:52 Money is one arrow, not the whole quiver20:39 Sponsors — Rillet | Maximor | Brex23:54 Adam Ante: finance people pigeonhole themselves26:46 The CFO can sit in any meeting27:30 First 90 days: listen before suggesting28:46 David Laptor: listen, observe, think, speak30:50 Build a culture where speaking up is welcomed31:51 Curt from Clio: don't come in as a know-it-all33:08 Earn trust through curiosity33:46 Beware of all-green dashboards35:28 What would CJ say to Ballmer?37:14 Parting thoughts from Ben38:00 Credits

Rob Snyder demonstrates his PULL framework in real-time – using Yaniv's startup

The Startup Podcast

Play Episode Listen Later Jul 27, 2026 52:03

A few weeks ago, Rob Snyder came on the pod to introduce his PULL framework for identifying real product-market fit. Now, Yaniv turns the tables and subjects his own startup, Vera, to the same scrutiny. Yaniv and Rob strip away the noise around Vera's mission to help adult children care for aging parents and get brutally honest about where the product actually has pull, where it doesn't, and what needs to change immediately. They identify a specific, unavoidable moment in the customer journey and pinpoint that is where the real business begins, and discuss more macro issues, such as AI vs. human expertise, founder blind spots, and more. In this episode, you will:Understand the difference between an aspiration and a project, and why this distinction is vital for PULLLearn how the PULL framework cuts through startup theory to identify the exact moment when customers will actually pull your product from your hands, before they have to wait for a crisisDiscover why Vera's original problem was too abstract, and how narrowing to a specific market segment with intense, unavoidable need becomes your path to revenue and growthHear the truth behind what really pushes your customers to adopt earlier: reality does the convincing, not your marketingUnderstand the challenge of reputation in AI: how do human-shaped applications build trust the way human experts do?Timestamps00:00 Coming Up01:38 On Today's Show: Yaniv Applies PULL to Vera04:42 Defining PULL and Projects05:54 Vera's Customer Goals08:00 Unavoidable Moments and Crisis11:25 Real Users and Traction16:58 Mission vs Push Marketing24:07 Why Isn't Google Enough?28:21 Nailing the Specific Project34:02 Testing Market With Ads37:06 Bill Gates And AI Shift38:47 Human Shaped Software Design43:45 Trust And Reputation In Bots48:48 About The BookResources mentioned in this episodeThe Power of Pull by Rob Snyder: https://www.amazon.com/Power-Pull-Customer-Successful-Founders/dp/1541705955Rob Snyder's website: https://www.robsnyder.orgVera (Yaniv's startup helping families care for aging parents): https://vera.guideThe PactHonor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSecure your official TSP merchandise at https://shop.tsp.show/Follow us on YouTube for full video episodes: https://www.youtube.com/@startup-podcast Give us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksThis episode of the Startup Podcast is sponsored by .tech domains. Forget weird prefixes and creative misspellings; the availability for .tech domains is simply way better than .com. For a clean and memorable name, go to https://⁠get.tech/tspThis episode of the Startup Podcast is sponsored by Vanta. Vanta helps businesses get and stay compliant by automating up to 90% of the work for the most in demand compliance frameworks. With over 200 integrations, you can easily monitor and secure the tools your business relies on. For a limited time offer of US$1,000 off, go to ⁠⁠⁠⁠https://⁠www.vanta.com/tsp⁠⁠⁠⁠⁠The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 1:1 with Chris: http://chrissaad.com/advisory/Follow Chris on Linkedin: https://www.linkedin.com/in/chrissaad/Follow Yaniv on Linkedin: https://www.linkedin.com/in/ybernstein/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurAssistant Producer: Steph Hefferan https://www.linkedin.com/in/steph-heff/Intro Voice: Jeremiah Owyang https://web-strategist.com/

ai mission startups framework real time nailing demonstrates tsp yaniv vanta startup podcast rob snyder

#497 - Bittensor x Hyperliquid = Trade With $400k

Play Episode Listen Later Jul 27, 2026 8:33

The power of two of the leading projects in crypto have come together to launch one of the most innovative trading platforms on the market. Beanstock Trading is a new prop firm built in partnership with Bittensor Subnet 8 Vanta and on the rails of Hyperliquid. If you think you have the trading skills to scale up your account, this is for you.

trade 400k vanta bittensor

#426 How Obsession Built Christopher Nolan

built obsession christopher nolan ramp vanta applovin

Play Episode Listen Later Jul 26, 2026 51:24

Obsession is the engine of Nolan's career. This episode examines Christopher Nolan's life, working methods, and philosophy through The Nolan Variations by Tom Shone. Made possible by: Ramp: ⁠⁠⁠https://ramp.com⁠⁠⁠ Applovin: ⁠⁠⁠https://www.applovin.com⁠ Vanta: ⁠⁠⁠https://vanta.com/founders⁠ ⁠Add your email here⁠ and I will send you my top 10 quotes from every episode: https://davidsenra.substack.com

Nuns Sue New York & “Major Military Punishment” Promised from Trump | 7.23.26

Play Episode Listen Later Jul 24, 2026 20:52

President Trump promises “major military punishment” after Iran-backed militants target tankers in the Red Sea as the House passes a major defense budget, oil is spiking past 100 dollars a barrel while unemployment reaches a decades-long low, and a new “aid in dying” law in New York has prompted a lawsuit from more than 10 Catholic organizations. We speak with Steve Yates, a national security expert at Heritage, Notre Dame Professor of Economics Jeffrey Campbell, & Jim Campbell from Alliance Defending Freedom. Get the facts first with Morning Wire.- - -Ep. 3002- - -Wake up with new Morning Wire merch: https://bit.ly/4lIubt3- - -Today's Sponsors:Vanta - Whether you're a fast-growing startup or a global enterprise, Vanta is here to help you automate your security and compliance, and earn and prove trust. Get started today at vanta.com/morningwire Shopify - Stop waiting for permission to build something. Your next revenue stream starts free at https://shopify.com/morningwire - - -Privacy Policy: https://www.dailywire.com/privacymorning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

new york donald trump house iran wake military catholic heritage punishment promised red sea nuns alliance defending freedom vanta jim campbell steve yates morning wire

The Four Stages of World-Class FP&A with Datadog's AJ Ljubich

Play Episode Listen Later Jul 23, 2026 57:47

On this episode of Run the Numbers, CJ sits down with Datadog SVP of FP&A AJ Ljubich to break down the four stages of a world-class finance team.—SPONSORS:Brex is an intelligent finance platform with AI-powered agents that capture expenses automatically, enforce policy before the spend happens, and close your books in minutes instead of weeks. 35,000+ companies like OpenAI, Coinbase, Anthropic, and DoorDash already run on Brex. It's time to get Brex AF. Learn more at https://www.brex.com/metricsAnrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtnRightRev is an automated revenue recognition platform that lets your product team ship new pricing without asking finance for permission, and your sales team close deals without creating downstream chaos. Check out their free tool at calculator.rightrev.com It scores your rev rec process, shows what's exposing you to risk, and tells you exactly where to focus before it bites you in the rear end. Check it out at https://calculator.rightrev.comPulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer cut their close in half, took audit findings from seven to zero, and cut back-office costs by 70% in six months. You pay for outcomes, not seats. See it at https://www.maximor.ai/—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/aj-ljubich-cfa-727ab912/Company: https://www.datadoghq.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and Intro2:42 FP&A as a product team4:53 The five pillars of AJ's team6:39 How far FP&A has come7:33 How do you know you're doing a good job?10:20 FP&A as the dashboard, not the engine10:20 Sponsors — Brex | Anrok | RightRev13:18 The four-stage FP&A maturity model16:00 Can you reach all four stages at Series B?16:45 Why AJ holds weekly forecast meetings18:24 How often to actually change the forecast21:42 Sponsors — Pulley | Rillet | Maximor24:49 Single source of truth: still on the vision board26:12 AI and the self-serve data risk26:21 CAC payback over LTV to CAC29:39 Inside sales vs. enterprise payback comparison31:47 Finance as the yes, but people34:02 FP&A vs. IR: which is harder?36:14 How IR makes you a better FP&A leader37:19 Is the IR profile shifting?42:01 IPOs are branding events, not finish lines43:27 The Datadog IPO during the WeWork meltdown45:15 Career philosophy: do great work where you are49:52 Datadog didn't have a role for AJ when he started52:16 Lightning round52:24 Screwed up: forgot the currency guy54:37 Finance software stack56:16 Advice to younger self57:13 Credits

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

An AI that watches your every click may be the future of work | E2314

Play Episode Listen Later Jul 20, 2026 42:01

This Week In Startups is made possible by: Vanta https://www.vanta.com/twist Superhuman https://superhuman.com YSecurity https://YSecurity.io/TWIST Today's show: *Cybersecurity has long focused on cleaning up a system AFTER a breach but Ent founder Brandon Dixon says that's backwards. He just raised a $100M seed round to put an AI agent on everyone's company laptops that catches the risky clicks, leaked files, or rogue agents BEFORE they wreck havoc. PLUS Clawra creator David Im return swith his new project, Sume's Avatar, a multi-model orchestration layer that generates 60-second UGC videos from a single prompt… and gets it right on the first try, rather than falling back on trial and error. Guests: Brandon Dixon on LinkedIn: https://www.linkedin.com/in/brandonsdixon/ Ent: ****https://ent.ai/ David Im on X: https://x.com/davidim Sume: https://www.sume.com/ Relevant Links: WSJ: "Cyber Security Startup Ent Raises $100 Million in Seed Funding": https://www.wsj.com/pro/cybersecurity/cyber-startup-ent-raises-100-million-in-seed-funding-a3e9b6c6 Microsoft Security Copilot: https://www.microsoft.com/en-us/security/business/ai-machine-learning/microsoft-security-copilot Engadget: "Meta 'pausing' employee tracking program…": https://www.engadget.com/2199458/meta-is-pausing-employee-tracking-program-after-it-let-the-whole-company-see-sensitive-data/ Seedance 2.0: https://seedance2.ai/ Timestamps: 0:00 Intro: Why AI + cybersecurity is the hot combo right now 2:29 How INT stops breaches before they happen 4:56 AI is giving non-technical employees dangerous new powers 10:26 Vanta - Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. Get $1,000 off for a limited time at https://www.vanta.com/twist 13:54 Why on-device AI beats cloud-based security 20:08 Superhuman - Get AI that works where you work. Unlock your Superhuman potential at https://superhuman.com 25:18 INT's business model and go-to-market 30:26 YSecurity - The on-demand security team for startups. Need enterprise-grade security without hiring a $400k CISO? YSecurity gives you 40+ expert engineers, matched to exactly what you need, by the hour, with your first six hours completely free. Go to https://YSecurity.io/TWIST 34:18 David M. of Sumi Labs: one-shotting AI video 36:10 Live demo: Sumi's video orchestration API 40:05 Consistent faces, 60-second videos, and who's buying Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

The Economic Reality & ICE Enforcement Checked | 7.15.26

Play Episode Listen Later Jul 15, 2026 20:12

A fatal shooting in Maine sparks anti-ICE protests and a significant shift in federal policy, heightened security threats prompt rare congressional testimony by Supreme Court justices as well as a new approach to the White House Correspondents Dinner, and we look at the numbers most impacting Americans' wallets. Reporting from Jennie Taer & Ben Domenech. Plus, we speak with EJ Antoni. Get the facts first with Morning Wire.- - -Ep. 2892- - -Wake up with new Morning Wire merch: https://bit.ly/4lIubt3- - -Today's Sponsors:Alliance Defending Freedom - Go to https://JoinADF.com/WIRE, or text WIRE to 83848, to give today. With Alliance Defending Freedom, your gift defends religious freedom for all.Factor - Head to https://FactorMeals.com/morningwire50off and use code morningwire50off to get 50% off and free daily greens per box. Vanta - Whether you're a fast-growing startup or a global enterprise, Vanta is here to help you automate your security and compliance, and earn and prove trust. Get started today at https://vanta.com/morningwire. - - -Privacy Policy: https://www.dailywire.com/privacymorning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

reality americans supreme court wake ice maine economic reporting wire enforcement checked factor meals white house correspondents dinner vanta factor head ben domenech ej antoni morning wire jennie taer

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

CISO-Security Vendor Relationship Podcast

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

The Only Thing Worse Than Technical Debt is Newly Discovered Technical Debt

Play Episode Listen Later Jul 14, 2026 43:57

All links and images can be found on CISO Series This week's episode is hosted by David Spark, producer of CISO Series, and Andy Ellis, principal of Duha. Joining them is Tim Callahan, CIO/CISO, AFLAC. In this episode: Week one is the wrong time to overreach Nobody has the AI playbook Vulnerability management wasn't built for this clock Stop blaming the human, fix the system A huge thanks to our sponsor, Vanta No, it's not your imagination. Risk and regulations ARE ramping up—and customers now expect proof of security just to do business. That's why Vanta is a game-changer. Vanta automates your compliance process and brings compliance, risk, and customer trust together on one AI-powered platform. So whether you're prepping for a SOC 2 or running an enterprise GRC program, Vanta keeps you secure—and keeps your deals moving. Companies like Ramp and Writer spend 82% less time on audits with Vanta. That's not just faster compliance—it's more time for growth. Get started at Vanta.com/CISO.

ai risk writer companies vulnerability worse discovered ramp soc ciso grc aflac technical debt vanta duha andy ellis david spark tim callahan ciso series

#424 Peter Thiel on How to Build a Creative Monopoly

future creative startups monopoly peter thiel ramp blake masters vanta applovin one notes

Play Episode Listen Later Jul 10, 2026 53:58

What I learned from reading Zero to One: Notes on Startups, or How to Build the Future by Peter Thiel and Blake Masters (for the 3rd or 4th time) Made possible by: Ramp: ⁠https://ramp.com⁠ Applovin: ⁠https://www.applovin.com/⁠ Vanta: ⁠https://vanta.com/founders

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

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

Pure Joy Patriotism

Play Episode Listen Later Jul 6, 2026 10:46

Meet Teag "Pure Joy" McCoy and his brother Koston, founders of Unify USA — a grassroots movement born from a late-night prayer that's now sending them running with American flags across all 50 states to spread patriotism and unity, one mile at a time. On Morning Wire, the brothers share how a viral truck-bed flag run turned into a nationwide mission, why they say the response is overwhelmingly positive, and what's next as they head to New York City and eventually Washington, D.C. Get the facts first with Morning Wire.- - -Ep. 2877- - -Wake up with new Morning Wire merch: https://bit.ly/4lIubt3- - -Today's Sponsors: Zoc Doc - Go to https://Zocdoc.com/WIRE to find and instantly book a doctor you love today. Vanta - Whether you're a fast-growing startup or a global enterprise, Vanta is here to help you automate your security and compliance, and earn and prove trust. Get started today at https://vanta.com/morningwire- - -Privacy Policy: https://www.dailywire.com/privacymorning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

american new york city washington wake wire patriotism zocdoc pure joy vanta morning wire koston

$100T is managed by "human duct tape" | E2308

Play Episode Listen Later Jul 6, 2026 58:02

This Week In Startups is made possible by: Northwest Registered Agent https://northwestregisteredagent.com/twist Vanta https://www.vanta.com/twist Sentry https://sentry.io/twist Today's show: *There are $100 trillion in global assets sitting on top of what Hanover Park co-founder/CEO Chris Hladczuk calls "human duct tape": armies of accountants in offices patching together work from various legacy tools (QuickBooks, Excel) that are holding funds' own data hostage. Can all of this be replaced with AI? Find out how their startup went from overseeing $1B to $20B in assets in just 15 months. PLUS, we flash back to March 2020, when Jason and Figma co-founder/CEO Dylan Field broke down the design tool's initial go-to-market strategy, made some WILDLY inaccurate COVID predictions, and considered anxiety about "SaaS burnout" years before the category went full apocalyptic. Guests: Chris Hladczuk on X: https://x.com/chrishlad Hanover Park: https://www.hanoverpark.com/ Dylan Field: https://x.com/zoink Figma: https://www.figma.com/ Relevant Links: Turner Novak on X: https://x.com/TurnerNovak Banana Capital: https://www.bananacapital.vc/ Emergence Capital: https://www.emcap.com/ Lux Capital: https://www.luxcapital.com/ Susa Ventures: https://susaventures.com/ Bill.com: https://www.bill.com/ METR: https://metr.org/ Granola AI note taker: https://www.granola.ai/ Vanta: https://www.vanta.com/ Foo Camp on YouTube: https://www.youtube.com/c/foocamp TechCrunch Mahalo coverage: https://techcrunch.com/2014/01/27/inside-mobile-news-launch/ Timestamps: 0:00 Hanover Park & the fund admin problem 3:32 Why funds outsource instead of building 5:44 Why fund accounting is so complex 10:38 The "one-click migration" goal 10:48 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist 13:51 Context vs. intelligence gaps 16:11 No PMs, No Designers 20:46 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist 23:18 This is a $100T opportunity 25:36 Flashback w/ Dylan Field of Figma 29:15 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 31:22 Pre-AI enterprise security worries 36:30 SaaS overload and SaaS burnout 37:30 The evolution of Figma pricing 42:38 The rise and fall of Mahalo dot com 51:38 The work-from-home revolution begins Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Thank you to our partners: (0:00) PARTNER - AD BLURB (0:00) PARTNER - AD BLURB (0:00) PARTNER - AD BLURB Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

covid-19 tiktok ai apple context substack saas excel twist northwest flashback 1b managed quickbooks soc figma metr sentry duct tape reid hoffman mahalo 20b brian chesky will guidara vanta sophia amoruso lux capital 100t aaron levie bob moesta this week in startups steve huffman emergence capital hanover park susa ventures dylan field frank slootman

This Scientist Claims The Definitive Origin Of Covid 19 — ‘It's In The Genetic Code'

Play Episode Listen Later Jun 28, 2026 16:54

Five years after COVID-19 upended the world, the debate over where the virus came from is far from over. Physician-scientist and author of “The Code as Witness” Dr. Steven Quay joins us to explain why he believes the strongest evidence for a lab leak isn't hidden in government files—it's written into the genetic code of the virus. He lays out the genomic clues behind his case, weighs in on gain-of-function research, and argues what must change to prevent the next pandemic. Get the facts first with Morning Wire.- - -Ep. 2864- - -Wake up with new Morning Wire merch: https://bit.ly/4lIubt3- - -Today's Sponsors:Fast Growing Trees - Visit https://fastgrowingtrees.com to get 20% off your first purchase when using the code WIRE at checkout.Vanta - Whether you're a fast-growing startup or a global enterprise, Vanta is here to help you automate your security and compliance, and earn and prove trust. Get started today at https://vanta.com/morningwire- - -Privacy Policy: https://www.dailywire.com/privacymorning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

covid-19 code wake scientists origin physicians claims wire definitive vanta genetic code morning wire steven quay

America Embraces 250th Celebration & The UK's Facial Recognition Expansion | 6.16.26