Podcasts about windsurf

AI Assisted Coding: Pachinko Coding—What They Don't Tell You About Building Apps with Large Language Models, With Alan Cyment In this BONUS episode, we dive deep into the real-world experience of coding with AI. Our guest, Alan Cyment, brings honest perspectives from the trenches—sharing both the frustrations and breakthroughs of using AI tools for software development. From "Pachinko coding" addiction loops to "Mecha coding" breakthroughs, Alan explores what actually works when building software with large language models. From Thermomix Dreams to Pachinko Reality "I bought into the Thermomix coding promise—describe the whole website and it would spit out the finished product. It was a complete disaster." Alan started his AI coding journey with high expectations, believing he could simply describe a complete application and receive production-ready code. The reality was far different. What he discovered instead was an addictive cycle he calls "Pachinko coding" (Pachinko, aka Slot Machines in Japan)—repeatedly feeding error messages back to the AI, hoping each iteration would finally work, while burning through tokens and time. The AI's constant reassurances that "this time I fixed it" created a gambling-like feedback loop that left him frustrated and out of pocket, sometimes spending over $20 in API credits in a single day. The Drunken PhD with Amnesia "It felt like working with a drunken PhD with amnesia—so wise and so stupid at the same time." Alan describes the maddening experience of anthropomorphizing AI tools that seem brilliant one moment and completely lost the next. The key breakthrough came when he stopped treating the AI as a person and started seeing it as a function that performs extrapolations—sometimes accurate, sometimes wildly wrong. This mental shift helped him manage expectations and avoid the "rage coding" that came from believing the AI should understand context and maintain consistency like a human collaborator. Making AI Coding Actually Work "I learned to ask for options explicitly before any coding happens. Give me at least three options and tell me the pros and cons." Through trial and error, Alan developed practical strategies that transformed AI from a frustrating Pachinko machine into a useful tool: Ask for options first: Always request multiple approaches with pros and cons before any code is generated Use clover emoji convention: Implement a consistent marker at the start of all AI responses to track context Small steps and YAGNI principles: Request tiny, incremental changes rather than large refactoring Continuous integration: Demand the AI run tests and checks after every single change Explicit refactoring requests: Regularly ask for simplification and readability improvements Take two steps back: When stuck in a loop, explicitly tell the AI to simplify and start fresh Choose the right tech stack: Use technologies with abundant training data (like Svelte over React Native in Alan's experience) The Mecha Coding Breakthrough "When it worked, I felt like I was inside a Lego Mecha robot—the machine gave me superpowers, but I was still the one in control." Alan successfully developed a birthday reminder app in Swift in just one day, despite never having learned Swift. He made architectural decisions and guided the development without understanding the syntax details. This experience convinced him that AI represents a genuine new level of abstraction in programming—similar to the jump from assembly language to high-level languages, or from procedural to object-oriented programming. You can now think in English about what you want, while the AI handles the accidental complexity of syntax and boilerplate. The Cost Reality Check "People writing about vibe coding act like it's free. But many people are going to pay way more than they would have paid a developer and end up with empty hands." Alan provides a sobering cost analysis based on his experience. Using DeepSeek through Aider, he typically spends under $1 per day. But when experimenting with premium models like Claude Sonnet 3.5, he burned through $5 in just minutes. The benchmark comparisons are revealing: DeepSeek costs $4 for a test suite, DeepSeek R1 plus Sonnet costs $16, while Open AI's O1 costs $190. For non-developers trying to build complete applications through pure "vibe coding," the costs can quickly exceed what hiring a developer would cost—with far worse results. When Thermomix Actually Works "For small, single-purpose scripts that I'm not interested in learning about and won't expand later, the Thermomix experience was real." Despite the challenges, Alan found specific use cases where AI truly delivers on the "just describe it and it works" promise. Processing Zoom attendance logs, creating lookup tables for video effects, and other single-file scripts worked remarkably well. The pattern: clearly defined context, no need for ongoing maintenance, and simple enough to verify the output without deep code inspection. For these thermomix moments, AI proved genuinely transformative. The Pachinko Trap and Tech Stack Matters "It became way more stable when I switched to Svelte from React Native and Flutter, even following the same prompting practices. The AI is just more proficient in certain tech stacks." Alan discovered that some frameworks and languages work dramatically better with AI than others, likely due to the amount of training data available. His e-learning platform attempts with React Native and Flutter kept breaking, but switching to Svelte with web-based deployment became far more stable. This suggests a crucial strategy: choose mainstream, well-documented technologies when planning AI-assisted projects. From Coding to Living with AI Alan has completely stopped using traditional search engines, relying instead on LLMs for everything from finding technical documentation to getting recommendations for books based on his interests. While he acknowledges the risk of hallucinations, he finds the semantic understanding capabilities too valuable to ignore. He's even used image analysis to troubleshoot his father's cable TV problems and figure out hotel air conditioning controls. The Agile Validation "My only fear is confirmation bias—but the conclusion I see other experienced developers reaching is that the only way to make LLMs work is by making them use agility. So look at who's dead now." Alan notes the irony that the AI coding tools that actually work all require traditional software engineering best practices: small iterations, test-driven development, continuous integration, and explicit refactoring. The promise of "just describe what you want" falls apart without these disciplines. Rather than replacing software engineering principles, AI tools seem to validate their importance. About Alan Cyment Alan Cyment is a consultant, trainer, and facilitator based in Buenos Aires, specializing in organizational fluency, agile leadership, and software development culture change. A Certified Scrum Trainer with deep experience across Latin America and Europe, he blends agile coaching with theatre-based learning to help leaders and teams transform. You can link with Alan Cyment on LinkedIn.

AI Assisted Coding: Agile Meets AI—How to Code Fast Without Breaking Things, With Llewellyn Falco In this BONUS episode we explore the practice of coding with AI—not just the buzzwords, but the real-world experience. Our guest, Llewellyn Falco, has been learning by doing, exploring the space of AI-assisted coding from the experimental and intuitive—what some call vibecoding—to the more structured world of professional, world-class software engineering. This is a conversation for practitioners who want to understand what's actually happening on the ground when we code with AI. Understanding Vibecoding "You can now program without looking at code. When you're in that space, vibecoding is the word we're using to say, we are programming in a way that does not relate to programming last year." The software development landscape shifted dramatically in early 2025. Vibecoding represents a fundamental change in how we create software—programming without constantly looking at the code itself. This approach removes many traditional limitations around technology, language, and device constraints, allowing developers to move seamlessly between different contexts. However, this power comes with responsibility, as developers can now move so fast that traditional safety practices become even more critical. From Concept to Working App in 15 Minutes "We wrote just a markdown page of ‘here's what we want this to look like'. And then we fed that to Claude Code. And 15 minutes later we had a working app on the phone." At the Agile 2025 conference in Denver, Llewellyn participated in a hackathon focused on helping psychologists prevent child abuse. Working with customer Amanda, a psychologist, and data scientist Rachel, the team identified a critical problem: clinicians weren't using the most effective parenting intervention technique because recording 60 micro-interactions in 5 minutes was too difficult and time-consuming. The team's approach embodied lean startup principles turned up to eleven. After understanding the customer's needs through exposition and conversation, they created a simple markdown specification and used Claude Code to generate a working mobile app in just 15 minutes. When Amanda tested it, she was moved to tears—after 20 years of trying to make progress on this problem, she finally had hope. Over three days, the team released 61 iterations, constantly getting feedback and refining the solution. Iterative Development Still Matters When Coding With AI "We need to see things working to know what to deliver next. That's never going to change. Unless you're building something that's already there." The team's success wasn't about writing a complete requirements document upfront. Instead, they delivered a minimal viable product quickly, tested it with real users, and iterated based on feedback. This agile approach proved essential even—or especially—when working with AI. One breakthrough came when Amanda used the number keypad instead of looking at her phone screen. With her full attention on the training video she'd watched hundreds of times, she noticed an interaction she had missed before. At that moment, the team knew they had created real value, regardless of what additional features they might build. Good Engineering Practices Without Looking at Code "We asked it to do good engineering practices, even though we didn't really understand what it was doing. We just sort of say, okay, yeah, that seems sensible." A critical moment came when the code had grown large and complex. Rather than diving into the code themselves, Llewellyn and his partner Lotta asked the AI to refactor the code to make a panel easy to switch before actually making the change. They verified functionality worked through manual testing but never looked at how the refactoring was implemented. This demonstrates that developers can maintain good practices like refactoring and clean architecture even when working at a higher level of abstraction. Key practices for AI-assisted development include: Don't accept AI's default settings—they're based on popularity, not best practices Prime the AI with the practices you want it to use through configuration files Tell AI to be honest and help you avoid mistakes, not just be agreeable Ask for explanations of architecture and evaluate whether approaches make sense Keep important decisions documented in markdown files that can be referenced later “The documentation is now executable. I can turn it into code” "The documentation is now executable. I can turn it into code. If I had to choose between losing my documentation or losing my code, I would keep the docs. I think I could regenerate the code pretty easily." In this new paradigm, documentation takes on new importance—it becomes the specification from which code can be regenerated. The team created and continuously updated markdown files for project context, architecture, and individual features. This practice allowed them to reset AI context when needed while maintaining continuity of their work. The workflow was bidirectional: sometimes they'd write documentation first and have AI generate code; other times they'd build features iteratively and have AI update the documentation. This approach using tools like Super Whisper for voice-to-text made creating and maintaining documentation effortless. Remove Deterministic Tasks from AI "AI is sloppy. It's inconsistent. Everything that can be deterministic—take it out. AI can write that code. But don't make AI do repetitive tasks." A crucial principle emerged: anything that needs to be consistently and repeatedly correct should be automated with traditional code, not left to AI. The team wrote shell scripts for tasks like auto-incrementing version numbers and created git hooks to ensure these scripts ran automatically. They also automated file creation with dates at the top, removing the need for AI to track temporal information. This principle works both ways—deterministic logic should be removed from underneath AI (via scripts and hooks) and from above AI (via orchestration scripts that call AI in loops with verification steps in between). Anti-Patterns to Avoid "The biggest anti-pattern is you're not committing frequently. I really want the ability to drop my context and revert my changes at a moment's notice." The primary anti-pattern when coding with AI is failing to commit frequently to version control. The ability to quickly drop context, revert changes, and start fresh becomes essential when working at this pace. Getting important decisions into documentation files and code into version control enables rapid experimentation without fear of losing work. Other challenges include knowing when to focus on the right risks. The team had to navigate competing priorities—customers wanted certain UX features, but the team identified data collection and storage as the critical unknown risk that needed solving first. This required diplomatic firmness in prioritizing work based on technical risk assessment rather than just user requests. Essential Tools for AI-Assisted Development "If you are using AI by going to a website, that is not what we are talking about here." To work effectively with AI, developers need agentic tools that can interact with files and run programs, not just chat interfaces. Recommended tools include: Claude Code (CLI for file interaction) Windsurf (VS Code-like interface) Cursor (code editor with AI integration) RooCode (alternative option) Super Whisper (voice-to-text transcription for Mac) Most developers working at this level have disabled safety guards, allowing AI to run programs without asking permission each time. While this carries risks, committing frequently to version control provides the safety net needed for rapid experimentation. The Power of Voice Interaction "Most of the time coding now looks like I'm talking. It's almost like Star Trek—you're talking to the computer and then code shows up." Using voice transcription tools like Super Whisper transformed the development experience. Speaking instead of typing not only increased speed but also changed the nature of communication with AI. When speaking, developers naturally provide more context and explanation than when typing, leading to better results from AI systems. This proved especially valuable in a crowded conference room where Super Whisper could filter out background noise and accurately transcribe the speakers' voices. The tool enabled natural, conversational interaction with development tools. Balancing Speed with Safety Over three days, the team released 61 times without comprehensive automated testing, focusing instead on validating user value through manual testing with the actual customer. However, after the hackathon, Llewellyn added automated testing by creating a test plan document through voice dictation, having AI clean it up and expand it, then generating Puppeteer tests and shell scripts to run them—all in about 40 minutes. This demonstrates a pragmatic approach: when exploring and validating with users, manual testing may suffice; but for ongoing maintenance and confidence, automated tests remain valuable and can be generated efficiently with AI assistance. The Future of Software Development "If you want to make something, there could not be a better time than now." The skills required for effective software development are shifting. Understanding how to assess risk, knowing when to commit code, maintaining good engineering practices, and finding creative solutions within system constraints remain critical. What's changing is that these skills are now applied at a higher level of abstraction, with AI handling much of the detailed implementation. The space is evolving rapidly—practices that work today may need adjustment in months. Developers need to continuously experiment, stay current with new tools and models, and develop instincts for working effectively with AI systems. The fundamentals of agile development—rapid iteration, customer feedback, risk assessment, and incremental delivery—matter more than ever. About Llewellyn Falco Llewellyn is an Agile and XP (Extreme Programming) expert with over two decades of experience in Java, OO design, and technical practices like TDD, refactoring, and continuous delivery. He specializes in coaching, teaching, and transforming legacy code through clean code, pair programming, and mob programming. You can link with Llewellyn Falco on LinkedIn.

The future has a way of showing up early to some places. In software engineering, one of those places is Cognition—the startup that made headlines in early 2024 with Devin, the world's first autonomous coding agent, and more recently with its acquisition of the AI code editor Windsurf.Scott Wu, Cognition's cofounder and CEO, has a front-row seat to what comes next. In this episode of AI & I, we talk with Wu about why the fundamentals of computer science still matter in an AI-first world, the direction he sees for the short- and long-term future of programming, and why he believes we may already be living with AGI.Timestamps: 00:00:00 – Start00:02:02 – Introduction00:02:32 – Why Scott thinks AGI is here00:09:27 – Scott's personal journey as a founder00:16:55 – Why the fundamentals of computer science still matter00:22:30 – How the future of programming will evolve00:26:50 – A new workflow for the AI-first software engineer00:29:33 – How Devin stacks up against Claude Code00:40:05 – Reinforcement learning to build better coding agents00:50:05 – What excites Scott about AI beyond CognitionIf you found this episode interesting, please like, subscribe, comment, and share! Want even more?Sign up for Every to unlock our ultimate guide to prompting ChatGPT here: https://every.ck.page/ultimate-guide-to-prompting-chatgpt. It's usually only for paying subscribers, but you can get it here for free.To hear more from Dan Shipper:Subscribe to Every: https://every.to/subscribe Follow him on X: https://twitter.com/danshipper Links to resources mentioned in the episode:Scott Wu: Scott Wu (@ScottWu46) Learn more about Cognition: https://cognition.ai/ Try the world's first autonomous coding agent: https://devin.ai/

On Thursday, Google Cloud announced it added fast-rising AI coding startups Lovable and Windsurf to its roster of customers. Both companies have chosen Google Cloud as their primary cloud computing provider, the latest sign of Google's rising prominence against larger rivals AWS and Microsoft Azure. Also, Sam Ross, the co-founder and CEO of Numeral, came up with the idea for his sales tax compliance startup while traveling the world after having worked as a product manager at Airbnb. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The venture capital landscape is evolving, and a founder's choice of fund size and partner could make or break their business. In this episode, CJ sits down with Kyle Harrison, General Partner at Contrary and writer of the Substack Investing 101, to make sense of the changing incentives and power dynamics in the field of venture capital. He explains how capital agglomerators and cottage keepers are playing dramatically different games, how the ethics of backing competitors have changed since the advent of AI, why a fund's size is its strategy, and what the potential pitfalls of dilution could be for founders. The conversation also covers why the line between hype and tangible business value in AI is so blurry, the role of narrative as an economic driver, and why the most valuable thing a VC can offer might just be "borrowed credibility.”—LINKS:Kyle Harrison on LinkedIn: https://www.linkedin.com/in/kyle-harrison-9274b278/Contrary: https://www.contrary.comInvesting 101: CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: https://www.mostlymetrics.comLINKS MENTIONED:* “The Unholy Trinity of Venture Capital”: * “The Horse, The Jockey, or The Whole Race?” * Endowment Eddie on X (@endowment_eddie): https://x.com/endowment_eddie* “Institutionalized Belief In The Greater Fool”: * “The Unbundling of Venture Capital”: * “The Productization of Venture Capital”: https://kwharrison13.com/essays/the-productization-of-venture-capital—TIMESTAMPS:(00:00) Preview and Intro(02:23) Sponsor – Navan | Rillet | Pulley(07:13) VC Models: Cottage Keepers Versus Capital Agglomerators(11:16) Balancing Taking On Money and Finding Great Investments(16:35) Sponsor – Brex | Aleph | RightRev(20:54) Founder-Friendliness: The Ethics of Backing Competitors(26:33) When Fund Size Sabotages Outcomes(32:32) The Sins of Omission Versus Commission(36:02) The Dilution Trap for Operators in Venture-Backed Companies(38:17) Underestimating the Magnitude of the Outcomes(40:35) AI Hype, Valuation, and Real Business Impact(45:37) Market Psychology: Narrative and Story As Economic Drivers(48:21) Valuation: Cursor and Windsurf(52:50) The Unbundling of Venture Capital: What Founders Really Hire VCs For(1:01:47) Things To Consider When Choosing a VC(1:04:35) FTX Lessons & Compounding Growth(1:10:02) Kyle's Predictions for the Future of VC—SPONSORS:Navan is the all-in-one travel and expense solution that can give you access to exclusive, proprietary Nasdaq-validated data that reveals what's happening with corporate travel investments. See the Navan Business Travel Index at https://navan.com/bti.Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.##VentureCapital #VC #Startups #Founder #FundSize This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

In this episode of The New Stack Agents, ServiceNow CTO and co-founder Pat Casey discusses why the company runs 90% of its workloads—including AI infrastructure—on its own physical servers rather than the public cloud. ServiceNow maintains GPU hubs across global data centers, enabling efficient, low-latency AI operations. Casey downplays the complexity of running AI models on-prem, noting their team's strong Kubernetes and Triton expertise. The company recently switched from GitHub Copilot to its own AI coding assistant, Windsurf, yielding a 10% productivity boost among 7,000 engineers. However, use of such tools isn't mandatory—performance remains the main metric. Casey also addresses the impact of AI on junior developers, acknowledging that AI tools often handle tasks traditionally assigned to them. While ServiceNow still hires many interns, he sees the entry-level tech job market as increasingly vulnerable. Despite these concerns, Casey remains optimistic, viewing the AI revolution as transformative and ultimately beneficial, though not without disruption or risk.  Learn more from The New Stack about the latest in AI and development in ServiceNow ServiceNow Launches a Control Tower for AI AgentsServiceNow Acquires Data.World To Expand Its AI Data Strategy Join our community of newsletter subscribers to stay on top of the news and at the top of your game. 

What does it take to make people feel something with design...?This week's guest is kind of an expert on the question. Sara Vienna (https://x.com/sravienna?lang=en) , the Chief Design Officer at Metalab, talks about the responsibility that designers have to shape this AI world that we're entering without losing the heartbeat of a brand.We don't hold back on the current state of the industry and what it feels like to be a designer today.Some highlights:- How to not get swept up in current design trends- How Metalab has adopted AI workflows internally- Strategies for leveraging AI to understand research data- What it takes to put meaning at the heart of a brand/product- How Metalab invests in the collective taste of the design org- Where Sara derives signals and how she filters out the noise- Being late on a trend is bad taste even more so than ugly design- + a lot more- Windsurf https://windsurf.com/) and [Suno](https://suno.com/home?wpsrc=Google%20AdWords&wpcid=22042553892&wpscid=173890219393&wpcrid=726251362516&wpkwid=kwd-2827037661&wpkwn=suno&wpkmatch=e&wpsnetn=g&gad_campaignid=22042553892&gbraid=0AAAAA9pWpduFan7icL90FczgyQploCsYi) rebrands- Jony Ive's Stripe Sessions talk (https://stripe.com/sessions/2025/a-conversation-with-sir-jony-ive)- Erica Hall's book “Just Enough Research” (https://www.mulebooks.com/just-enough-research)- Anthropic's Machines of Loving Grace paper (https://www.darioamodei.com/essay/machines-of-loving-grace)- Blok for focus (https://blok.so/)

Howie Liu is the co-founder and CEO of Airtable, the no-code platform valued at around $12 billion. After a viral tweet declared “Airtable is dead” based on incorrect data, Howie led a radical transformation: reorganizing the entire company around AI, becoming an “IC CEO” who codes daily, and achieving over $100 million in free cash flow.What you'll learn:1. The “fast thinking” vs. “slow thinking” team structure that lets Airtable ship AI features weekly (inspired by Daniel Kahneman)2. Why Howie uses AI hourly (not daily) and is Airtable's #1 inference-cost user globally3. Why CEOs must become ICs again in the AI era (and how to restructure your calendar to make it possible)4. Why “playing” with AI tools should be mandatory—Howie tells employees to cancel all meetings for a week to experiment5. The specific skills product managers, engineers, and designers need to develop to succeed in the AI era6. Why evals can kill innovation (and when to use “vibes” instead)—Brought to you by:LucidLink—Real-time cloud storage for teamsDX—The developer intelligence platform designed by leading researchersClaude.ai—The AI for problem solvers and enterprise—Where to find Howie Liu• X: https://x.com/howietl• LinkedIn: https://www.linkedin.com/in/howieliu/• Email: howie@airtable.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Howie Liu and Airtable(04:05) The “Airtable is dead” viral tweet controversy(08:07) The rise of IC CEOs(10:57) AI's paradigm shift in product development(16:27) Specific changes Airtable has made(21:38) Fast- and slow-thinking teams(32:57) The emergence of new form factors in AI models(34:48) Airtable's vision and philosophy(40:20) Empowering teams with AI tools(46:50) Encouraging experimentation and play(50:55) Cross-functional skills in product teams(01:03:35) The importance of evals and open-ended testing(01:08:06) Key strategies for AI-driven success(01:12:43) Counterintuitive startup wisdom(01:22:21) Don't step away from the details that you love(01:25:50) Advice for aspiring engineers and designers(01:30:00) Lightning round and final thoughts—Referenced:• Airtable: https://www.airtable.com/• All In podcast: https://allin.com/• Nikita Bier on X: https://x.com/nikitabier• Figma: https://www.figma.com/• The AI-native startup: 5 products, 7-figure revenue, 100% AI-written code | Dan Shipper (co-founder and CEO of Every): https://www.lennysnewsletter.com/p/inside-every-dan-shipper• Every: https://every.to/• Cursor: https://cursor.com/• The rise of Cursor: The $300M ARR AI tool that engineers can't stop using | Michael Truell (co-founder and CEO): https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell• Windsurf: https://windsurf.com/• Building a magical AI code editor used by over 1 million developers in four months: The untold story of Windsurf | Varun Mohan (co-founder and CEO): https://www.lennysnewsletter.com/p/the-untold-story-of-windsurf-varun-mohan• Rippling: https://www.rippling.com/• Omni: https://www.airtable.com/lp/ai-psu-plp• How ChatGPT accidentally became the fastest-growing product in history | Nick Turley (Head of ChatGPT at OpenAI): https://www.lennysnewsletter.com/p/inside-chatgpt-nick-turley• Palantir: https://www.palantir.com/• Harvey: https://www.harvey.ai/• v0: https://v0.dev/• Everyone's an engineer now: Inside v0's mission to create a hundred million builders | Guillermo Rauch (founder and CEO of Vercel, creators of v0 and Next.js): https://www.lennysnewsletter.com/p/everyones-an-engineer-now-guillermo-rauch• Replit: https://replit.com/• Behind the product: Replit | Amjad Masad (co-founder and CEO): https://www.lennysnewsletter.com/p/behind-the-product-replit-amjad-masad• Lovable: https://lovable.dev/• Building Lovable: $10M ARR in 60 days with 15 people | Anton Osika (CEO and co-founder): https://www.lennysnewsletter.com/p/building-lovable-anton-osika• Runway Game Worlds: https://play.runwayml.com/login• Sesame: https://www.sesame.com• NotebookLM: https://notebooklm.google• Salesforce: https://www.salesforce.com• Andrew Ofstad on LinkedIn: https://www.linkedin.com/in/aofstad/• Stripe: https://stripe.com/• Eames chair: https://en.wikipedia.org/wiki/Eames_Lounge_Chair• OpenAI's CPO on how AI changes must-have skills, moats, coding, startup playbooks, more | Kevin Weil (CPO at OpenAI, ex-Instagram, Twitter): https://www.lennysnewsletter.com/p/kevin-weil-open-ai• Anthropic's CPO on what comes next | Mike Krieger (co-founder of Instagram): https://www.lennysnewsletter.com/p/anthropics-cpo-heres-what-comes-next• IDEO design thinking: https://designthinking.ideo.com/• Brian Chesky's new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• The Studio on AppleTV+: https://tv.apple.com/us/show/the-studio/umc.cmc.7518algxc4lsoobtsx30dqb52• Silicon Valley on HBOMax: https://www.hbomax.com/shows/silicon-valley/b4583939-e39f-4b5c-822d-5b6cc186172d• Self Edge: https://www.selfedge.com/• Studio D'Artisan: https://www.selfedge.com/studio-dartisan• Whitesville T-shirt: https://store.toyo-enterprise.co.jp/shopbrand/ct48/• Guest Series | Dr. Paul Conti: How to Understand & Assess Your Mental Health: https://www.hubermanlab.com/episode/guest-series-dr-paul-conti-how-to-understand-and-assess-your-mental-health—Recommended books:• Thinking, Fast and Slow: https://www.amazon.com/Thinking-Fast-Slow-Daniel-Kahneman/dp/0374533555• The Three-Body Problem: https://www.amazon.com/Three-Body-Problem-Cixin-Liu/dp/0765382032• Trauma: The Invisible Epidemic: How Trauma Works and How We Can Heal From It: https://us.amazon.com/Trauma-Invisible-Epidemic-Works-Heal/dp/1683647351/—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Asha Sharma leads AI product strategy at Microsoft, where she works with thousands of companies building AI products and has unique visibility into what's working (and what's not) across more than 15,000 startups and enterprises. Before Microsoft, Asha was COO at Instacart, and VP of Product & Engineering at Meta, notably leading product for Messenger.What you'll learn:1. Why we're moving from “product as artifact” to “product as organism” and what this means for builders2. Microsoft's “seasons” planning framework that allows them to adapt quickly in the AI era3. The death of the org chart: how agents are turning hierarchies into task networks and why “the loop, not the lane” is the new organizing principle4. Why post-training will soon see more investment than pre-training—and how to build your own AI moat with fine-tuning5. Her prediction for the “agentic society”—where org charts become work charts and agents outnumber humans in your company6. The three-phase pattern every successful AI company follows (and why most fail at phase one)7. The rise of code-native interfaces and why GUIs might be going the way of the desktop8. What Asha learned from Satya Nadella about optimism—Brought to you by:Enterpret—Transform customer feedback into product growth: https://enterpret.com/lennyDX—The developer intelligence platform designed by leading researchers: http://getdx.com/lennyFin—The #1 AI agent for customer service: https://fin.ai/lenny—Transcript: ⁠https://www.lennysnewsletter.com/p/how-80000-companies-build-with-ai-asha-sharma⁠—My biggest takeaways (for paid newsletter subscribers): ⁠https://www.lennysnewsletter.com/i/171413445/my-biggest-takeaways-from-this-conversation⁠—Where to find Asha Sharma:• LinkedIn: https://www.linkedin.com/in/aboutasha/• Blog: https://azure.microsoft.com/en-us/blog/author/asha-sharma/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Asha Sharma(04:18) From “product as artifact” to “product as organism”(06:20) The rise of post-training and the future of AI product development(09:10) Successful AI companies: patterns and pitfalls(12:01) The evolution of full-stack builders(14:15) “The loop, not the lane”—the new organizing principle(16:24) The future of user interfaces: from GUI to code-native(19:34) The rise of the agentic society(22:58) The “work chart” vs. the “org chart”(26:24) How Microsoft is using agents(28:23) Planning and strategy in the AI landscape(35:38) The importance of platform fundamentals(39:31) Lessons from industry giants(42:10) What's driving Asha(44:30) Reinforcement learning (RL) and optimization loops(49:19) Lightning round and final thoughts—Referenced:• Copilot: https://copilot.microsoft.com/• Cursor: https://cursor.com/• The rise of Cursor: The $300M ARR AI tool that engineers can't stop using | Michael Truell (co-founder and CEO): https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell• Inside ChatGPT: The fastest growing product in history | Nick Turley (Head of ChatGPT at OpenAI): https://www.lennysnewsletter.com/p/inside-chatgpt-nick-turley• GitHub: https://github.com• Dragon Medical One: https://www.microsoft.com/en-us/health-solutions/clinical-workflow/dragon-medical-one• Windsurf: https://windsurf.com/• Building a magical AI code editor used by over 1 million developers in four months: The untold story of Windsurf | Varun Mohan (co-founder and CEO): https://www.lennysnewsletter.com/p/the-untold-story-of-windsurf-varun-mohan• Lovable: https://lovable.dev/• Building Lovable: $10M ARR in 60 days with 15 people | Anton Osika (CEO and co-founder): https://www.lennysnewsletter.com/p/building-lovable-anton-osika• Bolt: http://bolt.com• Inside Bolt: From near-death to ~$40m ARR in 5 months—one of the fastest-growing products in history | Eric Simons (founder and CEO of StackBlitz): https://www.lennysnewsletter.com/p/inside-bolt-eric-simons• Replit: https://replit.com/•Behind the product: Replit | Amjad Masad (co-founder and CEO): https://www.lennysnewsletter.com/p/behind-the-product-replit-amjad-masad• He saved OpenAI, invented the “Like” button, and built Google Maps: Bret Taylor on the future of careers, coding, agents, and more: https://www.lennysnewsletter.com/p/he-saved-openai-bret-taylor• Sierra: https://sierra.ai/• Spark: https://github.com/features/spark• Peter Yang on X: https://x.com/petergyang• How AI will impact product management: https://www.lennysnewsletter.com/p/how-ai-will-impact-product-management• Instacart: http://instacart.com/• Terminator: https://en.wikipedia.org/wiki/Terminator_(franchise)• Porch Group: https://porchgroup.com/• WhatsApp: https://www.whatsapp.com/• Maslow's Hierarchy of Needs: https://www.simplypsychology.org/maslow.html• Satya Nadella on X: https://x.com/satyanadella• Perfect Match 360°: Artificial intelligence to find the perfect donor match: https://ivi-fertility.com/blog/perfect-match-360-artificial-intelligence-to-find-the-perfect-donor-match/• OpenAI's GPT-5 shows potential in healthcare with early cancer detection capabilities: https://economictimes.indiatimes.com/news/international/us/openais-gpt-5-shows-potential-in-healthcare-with-early-cancer-detection-capabilities/articleshow/123173952.cms• F1: The Movie: https://www.imdb.com/title/tt16311594/• For All Mankind on AppleTV+: https://tv.apple.com/us/show/for-all-mankind/umc.cmc.6wsi780sz5tdbqcf11k76mkp7• The Home Depot: https://www.homedepot.com/• Dewalt Powerstack: https://www.dewalt.com/powerstack• Regret Minimization Framework: https://s3.amazonaws.com/kajabi-storefronts-production/sites/2147500522/themes/2148012322/downloads/rLuObc2QuOwjLrinx5Yu_regret-minimization-framework.pdf—Recommended books:• The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip: https://www.amazon.com/Thinking-Machine-Jensen-Coveted-Microchip/dp/0593832698• Tomorrow, and Tomorrow, and Tomorrow: https://www.amazon.com/dp/0593466497Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed.My biggest takeaways from this conversation: To hear more, visit www.lennysnewsletter.com

This week, we discuss the US backing Intel, SaaS staying power, and AI's impact on deep work. Plus, Matt Ray's moving tips and more kolache talk in the after show. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/M2X6BtjZbIY?si=KljG_2Jtxt3kQ0Wf) 534 (https://www.youtube.com/live/M2X6BtjZbIY?si=KljG_2Jtxt3kQ0Wf) Runner-up Titles It's all in your head Little brother podcasting Chaos Monkey Inspections “Let's face it, everything runs on computers now.” AI - Army of Interns Rundown Intel SoftBank Group and Intel Corporation Sign $2B Investment Agreement (https://group.softbank/en/news/press/20250819?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axiosprorata&stream=top) Lutnick says Intel has to give government equity in return for CHIPS Act funds (https://www.cnbc.com/2025/08/19/lutnick-intel-stock-chips-trump.html) Trump Administration Discusses Taking 10% Stake in Intel (https://www.nytimes.com/2025/08/18/technology/intel-trump-government-stake.html) The Return of Software (https://cloudedjudgement.substack.com/p/clouded-judgement-81525-the-return?utm_source=post-email-title&publication_id=56878&post_id=171007535&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email) Pro (https://newsletter.cote.io/p/the-long-slog-to-enterprise-ai-roi)mpting is easy, people are hard. (https://newsletter.cote.io/p/the-long-slog-to-enterprise-ai-roi) J (https://blogs.vmware.com/tanzu/accelerating-enterprise-application-upgrades-through-legacy-dependency-migration-spring-application-advisor-1-4/)ust updating your Java version gets people's hearts racing (https://blogs.vmware.com/tanzu/accelerating-enterprise-application-upgrades-through-legacy-dependency-migration-spring-application-advisor-1-4/). Deep Thinking Will AI Usher In the End of Deep Thinking? — Plain English with Derek Thompson (https://overcast.fm/+1LedSb-rY) Will AI Usher In the End of Deep Thinking? - The Ringer (https://www.theringer.com/podcasts/plain-english-with-derek-thompson/2025/08/06/will-ai-usher-in-the-end-of-deep-thinking) AI coding tools may not speed up every developer, study shows (https://techcrunch.com/2025/07/11/ai-coding-tools-may-not-speed-up-every-developer-study-shows/) Measuring the Impact of Early-2025 AI on Experienced Open-Source Developer Productivity (https://metr.org/blog/2025-07-10-early-2025-ai-experienced-os-dev-study/) Relevant to your Interests Apple returns blood oxygen monitoring to the latest Apple Watches (https://www.theverge.com/news/759158/apple-watch-blood-oxygen-redesign-import-ban-wearables-smartwatch) The AI Investor (https://www.tiktok.com/t/ZT69d8Hok/) Apple's Wallet app just made Amazon returns easy, and more is coming (https://9to5mac.com/2025/08/15/apples-wallet-app-just-made-amazon-returns-easy-and-more-is-coming/?utm_source=dlvr.it&utm_medium=threads) Cognition Cinches About $500 Million to Advance AI Code-Generation Business (https://www.wsj.com/articles/cognition-cinches-about-500-million-to-advance-ai-code-generation-business-f65f71a9?gaa_at=eafs&gaa_n=ASWzDAir99K7QB0w1qonPhka9OP5_gxNN3faR__k1W2X3c_uht4Qw8-iBUc3YSXEbGs%3D&gaa_ts=689f1c5d&gaa_sig=4Lrf1ofr1zz-ygVncMeYKnNpfY3K1CdSTmju81iOmlFVF1i-8ZVX_-sF2ax6KLj7oItxxLPZGMfWZ9m4BC8JPA%3D%3D) Three weeks after acquiring Windsurf, Cognition offers staff the exit door (https://techcrunch.com/2025/08/05/three-weeks-after-acquiring-windsurf-cognition-offers-staff-the-exit-door/) Nonsense Interview with Senior DevOps engineer 2025 (https://www.youtube.com/watch?v=rXPpkzdS-q4) Conferences SpringOne (https://www.vmware.com/explore/us/springone?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/watch?v=f_xOudsmUmk). Explore 2025 US (https://www.vmware.com/explore/us?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/shorts/-COoeIJcFN4). Wiz Capture the Flag (https://www.wiz.io/events/capture-the-flag-brisbane-august-2025), Brisbane, August 26. SREDay London (https://sreday.com/2025-london-q3/), Coté speaking, September 18th and 19th. Civo Navigate London (https://www.civo.com/navigate/london/2025), Coté speaking, September 30th. Texas Linux Fest (https://2025.texaslinuxfest.org), Austin, October 3rd to 4th. CF Day EU (https://events.linuxfoundation.org/cloud-foundry-day-europe/), Coté speaking, Frankfurt, October 7th, 2025. AI for the Rest of Us (https://aifortherestofus.live/london-2025), Coté speaking, October 15th to 16th, London. SREDay Amsterdam (https://sreday.com/2025-amsterdam-q4/), Coté speaking, November 7th. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: America's Team: The Gambler and His Cowboys (https://www.netflix.com/title/81725526) Matt: IKEA delivery Coté: Patagonia Nomad Volleyball shorts (https://www.bergfreunde.nl/patagonia-nomader-volley-shorts/), Terravia Tote Pack 24L (https://eu.patagonia.com/nl/en/product/terravia-convertible-tote-bag-backpack-24-liters/48814.html?srsltid=AfmBOooGcq2Uw8_xrjrS5zA7KsPGMTDxtUJd1n7YPU-gF-d4BgDNYaJF). 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This is Alex Heath, your Thursday episode guest host and deputy editor at The Verge. One of the biggest topics in AI these days is agents — the idea that AI is going to move from chatbots to reliably completing tasks for us in the real world. But the problem with agents is that they really aren't all that reliable right now. There's a lot of work happening in the AI industry to try and fix that, and that brings me to my guest today: David Luan, the head of Amazon's AGI research lab, a cofounder of Adept, and a former VP of engineering at OpenAI. David and I discussed the release of GPT-5, what Amazon wants with agents, and where he thinks the AI race is headed next. Read the full transcript on The Verge. Links:  The Platonic Representation Hypothesis | Phillip Isola Amazon plays catch-up with new Nova models to generate voices, video | Verge Amazon's new AI agent is designed to do your shopping | Verge Microsoft is racing to build an AI ‘agent factory' | Verge OpenAI's new ChatGPT Agent can control an entire computer | Verge 24 hours with Alexa Plus: we cooked, we chatted, and it kinda lied to me | Verge Why AI researchers are getting paid like NBA All-Stars | Decoder OpenAI's Windsurf deal is off — and Windsurf's CEO is going to Google | Verge This is Big Tech's playbook for swallowing the AI industry | Command Line Amazon hires founders away from AI startup Adept | TechCrunch Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Ursa Wright.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Welcome back to another episode of Upside at the EUVC Podcast, where Dan Bowyer, Mads Jensen of SuperSeed and this week's special guest Joe Knowles from Smedvig Ventures unpack what's happening in European venture capital.This week: Are we doomed to lag the US in wealth creation or is Europe finally closing the gap? Why a record $100B of M&A matters for exits and recycling capital, and how founders should think about selling vs going for gold. Plus: Porsche & Deutsche Telekom anchoring a €500M defence fund as Germany drops its taboos, the scramble for cheap energy and battery breakthroughs, and what GPT-5, Perplexity, and Nvidia tariffs tell us about Europe's place in the AI race.Here's what's covered:00:48 US vs Europe in Wealth Creation: Compounders, unicorns, and Europe's capital efficiency.09:07 Late-Stage Funding Gap: Why pensions and IPO markets hold Europe back.17:36 M&A is Back: Google's $32B Wiz deal, Windsurf drama, and Europe's “second tier” opportunity.25:52 Why Exits Matter: Recycling capital and the venture flywheel.27:09 Defence Tech Goes Mainstream: Porsche, DT, EIF and Germany's cultural shift.36:18 The Ethics Question: Dual use, deterrence, and uncomfortable truths.41:22 Energy Corner: Lithium recycling, sodium-ion batteries, and Europe's 4x US energy costs.46:44 AI Needs Power: Grid bottlenecks, red tape, and planning reform urgency.51:10 GPT-5 Launch: Unified model, user backlash, and coding benchmarks.54:37 Perplexity vs Chrome: PR stunt or regulatory opening?58:32 Chip Wars: Nvidia tariffs, Huawei delays, and why Europe needs Chips Act 2.0.1:05:59 Shoutout to Italy: Record €655M H1 startup funding.

Brian Balfour is the founder of Reforge, the former VP of Growth at HubSpot, and a student (and teacher) of product growth. Brian has studied every major platform shift—from Facebook to Apple to Google—and he's spotted a pattern that's about to repeat with ChatGPT.In this conversation, you'll learn:1. The 4-step cycle every platform follows (and why ChatGPT just entered step 2)2. Why ChatGPT's platform launch could be bigger than Facebook's early platform3. The exact signals that ChatGPT will launch a third-party platform within six months4. Why you have six months (not years) to make your platform bet5. Why companies that don't integrate with ChatGPT will lose to competitors that do6. How Zynga grew to $1B by betting on Facebook's platform early (before it was obvious)7. Why so few companies are actually doing what they need to be doing right now—Brought to you by:DX—The developer intelligence platform designed by leading researchers: http://getdx.com/lennyBasecamp—The famously straightforward project management system from 37signals: https://www.basecamp.com/lennyMiro—A collaborative visual platform where your best work comes to life: https://miro.com/lenny—Transcript: https://www.lennysnewsletter.com/p/why-chatgpt-will-be-the-next-big-growth-channel-brian-balfour—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/170294620/my-biggest-takeaways-from-this-conversation—Where to find Brian Balfour:• X: https://twitter.com/bbalfour• LinkedIn: https://www.linkedin.com/in/bbalfour/• Website: https://brianbalfour.com/• Substack: https://blog.brianbalfour.com/• Podcast: https://www.reforge.com/podcast/unsolicited-feedback—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Welcome back, Brian!(04:13) The changing landscape of product growth(05:09) The importance of distribution(08:14) The role of new distribution platforms(09:45) The four-step cycle of distribution platforms(17:38) Examples of platform cycles(30:01) The rise of ChatGPT(44:47) The future of AI agents(46:01) Preferred partners and platform credibility(47:18) Monetization mechanisms and free tiers(48:14) Betting strategies for startups(01:04:34) Adopting AI tools: challenges and strategies(01:08:41) The importance of hard constraints(01:14:23) Effective AI adoption in companies(01:19:05) Lightning round and final thoughts—Referenced:• The Next Great Distribution Shift: https://blog.brianbalfour.com/p/the-next-great-distribution-shift• Brian Balfour: 10 lessons on career, growth, and life: https://www.lennysnewsletter.com/p/brian-balfour-10-lessons-on-career• This Week #9: Breaking into growth, leading with influence, and (not) stepping on toes: https://www.lennysnewsletter.com/p/this-week-9-breaking-into-growth• Distribution vs. Innovation: https://a16z.com/distribution-vs-innovation/• On Platform Shifts and AI: https://caseyaccidental.com/on-platform-shifts-and-ai/• How to sell your ideas and rise within your company | Casey Winters, Eventbrite: https://www.lennysnewsletter.com/p/how-to-sell-your-ideas-and-rise-within• Thinking beyond frameworks | Casey Winters (Pinterest, Eventbrite, Airbnb, Tinder, Canva, Reddit, Grubhub): https://www.lennysnewsletter.com/p/thinking-beyond-frameworks-casey• ChatGPT: https://chatgpt.com/• Claude: https://claude.ai/• Gemini: https://gemini.google.com/• Vine: https://en.wikipedia.org/wiki/Vine_(service)• Periscope: https://en.wikipedia.org/wiki/Periscope_(service)• Myspace: https://en.wikipedia.org/wiki/Myspace• Friendster: https://en.wikipedia.org/wiki/Friendster• AltaVista: https://en.wikipedia.org/wiki/AltaVista• Lycos: https://www.lycos.com/• HubSpot: https://www.hubspot.com/• Zynga: https://www.zynga.com/• TBPN: https://www.tbpn.com/• Deedy Das on LinkedIn: https://www.linkedin.com/in/debarghyadas/• ChatGPT's product retention curves are a product manager's wet dream: https://www.linkedin.com/posts/debarghyadas_chatgpts-product-retention-curves-are-a-activity-7338384752393035776-ice1/• Windsurf: https://windsurf.com/• Building a magical AI code editor used by over 1 million developers in four months: The untold story of Windsurf | Varun Mohan (co-founder and CEO): https://www.lennysnewsletter.com/p/the-untold-story-of-windsurf-varun-mohan• Anthropic's CPO on what comes next | Mike Krieger (co-founder of Instagram): https://www.lennysnewsletter.com/p/anthropics-cpo-heres-what-comes-next• Udemy: https://www.udemy.com/• Cursor: https://cursor.com/• The rise of Cursor: The $300M ARR AI tool that engineers can't stop using | Michael Truell (co-founder and CEO): https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell• Notion: https://www.notion.com/• Airtable: https://www.airtable.com/• Monday: monday.com• Sierra: http://sierra.ai• He saved OpenAI, invented the “Like” button, and built Google Maps: Bret Taylor on the future of careers, coding, agents, and more: https://www.lennysnewsletter.com/p/he-saved-openai-bret-taylor• Introducing ChatGPT agent: bridging research and action: https://openai.com/index/introducing-chatgpt-agent/• Zigging vs. zagging: How HubSpot built a $30B company | Dharmesh Shah (co-founder/CTO): https://www.lennysnewsletter.com/p/lessons-from-30-years-of-building• Marc Andreessen on Why Optimism Is the Safest Bet: https://nymag.com/marc-andressen-2014-10-20/• Reforge: https://www.reforge.com• Reforge Insights: https://www.reforge.com/insights• Shopify: https://www.shopify.com/• 25 proven tactics to accelerate AI adoption at your company: https://www.lennysnewsletter.com/p/25-proven-tactics-to-accelerate-ai• Clouded Judgement: https://cloudedjudgement.substack.com/• NFX: https://www.nfx.com/news• James Currier: https://www.nfx.com/team/james-currier• Hallway Chat: https://www.hallwaychat.co/• Bryan Johnson on LinkedIn: https://www.linkedin.com/in/bryanrjohnson/• Silicon Valley on HBO: https://www.hbomax.com/shows/silicon-valley/b4583939-e39f-4b5c-822d-5b6cc186172d• Stick: https://tv.apple.com/us/show/stick/umc.cmc.52w04zy67tiv11p8xvbc57wmc• Ergonofis standing desks: https://ergonofis.com/en-us/collections/standing-desks• Coping with the loss of a child and protecting your time | Brian Balfour (father of 2, CEO and founder Reforge, venture partner): https://www.startupdadpod.com/coping-with-the-loss-of-a-child-and-protecting-your-time-brian-balfour-father-of-2-ceo-and-found/—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

This week's episode is with Andy Zhang who was the lead design engineer at Windsurf. So we're going to shine a light on all of the ways you can make an impact as a design engineer including:Owning more of the frontend polishThinking through design patterns and packaging featuresBridging the gap between technical features and intuitive UXSaying “no” to features to preserve the simplicity of the systemHe also shares some great stories and advice including:What it was like working as an intern at Figma with

When AI agents move faster than security teams, the game changes, and the risks multiply. Ron welcomes back Marco “Mystic Marc” Figueroa, Program Manager at Mozilla's 0DIN Program, to continue the conversation and update on 2025's most pressing AI and cybersecurity shifts. From the explosive rise of AI agents and OpenAI's rumored browser to the hidden dangers of MCP implementations and prompt injection exploits like the Gemini attack, Marco shares insights that security pros can't afford to miss. Impactful Moments 00:00 - Introduction 02:00 - Why 2025 is the year of the agent 05:45 - MCP's rapid adoption and security risks 10:00 - The Gemini prompt injection vulnerability 15:00 - How attackers hide malicious AI prompts 18:00 - High success rates in non-technical teams 22:00 - Rise of voice-based AI scams 25:00 - Using jailbreaks to bend AI to your needs 30:00 - Predictions on OpenAI's upcoming browser 33:00 - The profit battle between OpenAI and Microsoft 35:00 - Windsurf's rollercoaster of acquisitions Links: Connect with our guest Marco on LinkedIn: https://www.linkedin.com/in/marco-figueroa-re/ Check out our upcoming events: https://www.hackervalley.com/livestreams Join our creative mastermind and stand out as a cybersecurity professional: https://www.patreon.com/hackervalleystudio Love Hacker Valley Studio? Pick up some swag: https://store.hackervalley.com Continue the conversation by joining our Discord: https://hackervalley.com/discord Become a sponsor of the show to amplify your brand: https://hackervalley.com/work-with-us/

News and Updates: “Vibe coding” is redefining software development by letting AI handle most coding tasks — even architecture — through natural-language prompts. Tools like Windsurf, Replit, and Microsoft Copilot let pros and hobbyists alike generate entire apps, but the code still needs close review. Google recently acquired Windsurf's CEO for $2.4B, highlighting AI's growing role in dev workflows. The UK and 24 U.S. states now require age verification (via government ID or face scans) for access to adult content. Critics argue these laws do little to protect children and instead threaten user privacy by collecting sensitive personal data — data often stored insecurely and vulnerable to leaks. Users can mitigate risks by using burner accounts, VPNs, and privacy tools — though laws are evolving, and enforcement may increase. Experts say the laws are easy to bypass and are more likely to harm privacy than improve online safety for kids. Delta is phasing out fixed ticket prices in favor of AI-driven personalized fares, which could eventually target individuals based on their data. Only 3% of fares currently use the system, but Delta expects that to rise to 20% by year's end. Privacy experts warn this “surveillance pricing” could lead to unfair, exploitative practices — especially for lower-income travelers. Music fans were stunned to find AI-generated songs appearing on Spotify under deceased artists' names like Blaze Foley and Guy Clark. The platform removed the tracks after backlash, admitting they violated deceptive content policies — but there's still no label to indicate whether music is AI-generated.

A16z Podcast: 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 --------- There's been a wave of M&A deals lately - Meta and Scale, Windsurf and Google - and a lot of it points to something bigger: how regulation, capital, and innovation are colliding in 2025.In this episode Erik Torenberg brings together Steven Sinofsky, former Microsoft Executive and Balaji Srinivasan, founder of the Network School, and author of the Network State to break it all down. From acquihires to “acquifires,” from FTC crackdowns to the deeper battle between the state and the network, this is a sharp conversation on the future of tech and power. ResourcesFind Balaji on X: https://x.com/balajisFind Steven on X: https://x.com/stevesiLearn more about The Network State: https://thenetworkstate.comLearn more about The Network School: https://ns.com Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

A16z Podcast Key Takeaways  Future historians will look back on this era and wonder why we needed a license to cut hair but not a license to own and operate a computer – the most powerful device ever created There is a power law for M&A just like there is a power law for startups: the best M&A can completely transform a company, but only about 10% of deals ever work out “The actual way of regulating big companies is with a thousand startup piranhas, not by regulation.” – Balaji A large acquisition signals the big company's inability to build the product in-house, while also fueling the startup ecosystem by attracting talent and investment to that market vertical and spurring competition.The ultimate form of American capitalism is exploiting the rules in a clever way Balaji's global pro-tech legislative playbook:Identify the optimal legal framework for each market and verticalDevelop standardized, modular policy templates for all 50 U.S. states and 190 sovereign nationsBuild a government-relations team to establish and scale relationships across jurisdictionsIdentify and engage pro-tech policymakers (with emphasis on small, builder-friendly states) and deploy capital into markets that implement the model legislationThe greatest risk to AI innovation is arbitrary regulation; allowing market dynamics to operate freely will accelerate progress and distribute benefits broadlyThe question we all should be asking is, how do we build competition against the monopoly that is the US government Read the full notes @ podcastnotes.orgThere's been a wave of M&A deals lately - Meta and Scale, Windsurf and Google - and a lot of it points to something bigger: how regulation, capital, and innovation are colliding in 2025.In this episode Erik Torenberg brings together Steven Sinofsky, former Microsoft Executive and Balaji Srinivasan, founder of the Network School, and author of the Network State to break it all down. From acquihires to “acquifires,” from FTC crackdowns to the deeper battle between the state and the network, this is a sharp conversation on the future of tech and power. ResourcesFind Balaji on X: https://x.com/balajisFind Steven on X: https://x.com/stevesiLearn more about The Network State: https://thenetworkstate.comLearn more about The Network School: https://ns.com Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

There's been a wave of M&A deals lately - Meta and Scale, Windsurf and Google - and a lot of it points to something bigger: how regulation, capital, and innovation are colliding in 2025.In this episode Erik Torenberg brings together Steven Sinofsky, former Microsoft Executive and Balaji Srinivasan, founder of the Network School, and author of the Network State to break it all down. From acquihires to “acquifires,” from FTC crackdowns to the deeper battle between the state and the network, this is a sharp conversation on the future of tech and power. ResourcesFind Balaji on X: https://x.com/balajisFind Steven on X: https://x.com/stevesiLearn more about The Network State: https://thenetworkstate.comLearn more about The Network School: https://ns.com Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

First, a collection of first reactions to GPT-5. This week saw major AI shifts — from web-scraping battles to the brutal economics of AI coding startups. Cloudflare took aim at Perplexity over “stealth crawling,” Google defended AI overviews against claims they hurt web traffic, and reports revealed that coding firms like Windsurf and Replit face severe negative margins despite rapid growth. Also in the mix: Google's Jules coding agent launch, N8N's potential $2.3B valuation as the first pure-play agentic company, Microsoft's talent raids on Google DeepMind, and OpenAI's $500B secondary talks with $1.5M employee bonuses and $1 government-agency deals. Together, these stories show the fierce power struggles and harsh economics shaping AI's next era.Brought to you by:KPMG – Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://kpmg.com/ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about how KPMG can help you drive value with our AI solutions.Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months AGNTCY - The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠agntcy.org ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Plumb - The automation platform for AI experts and consultants ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://useplumb.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdownInterested in sponsoring the show? nlw@breakdown.network

This week, we discuss cloud earnings, what's driving valuations, and why AWS says it's still early innings for cloud. Plus, Coté does a deep dive on Shipley Donuts. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/7Bvu6GKJLPQ?si=Ibj_0pHyLrYJgr14) 532 (https://www.youtube.com/live/7Bvu6GKJLPQ?si=Ibj_0pHyLrYJgr14) Runner-up Titles Dangerous to do things in bed Free Donut Holes Dark Fiber BET A man can not believe anything that devalues their index funds. They just open sourced last year's homework. It doesn't use as many emdashes Anchorman Vibes Rundown AI & Cloud Trends for July 2025 (https://www.thecloudcast.net/2025/08/ai-cloud-trends-for-july-2025.html) Cloud Earnings Microsoft posts Q4 beat on top and bottom line on cloud, AI strength (https://finance.yahoo.com/news/microsoft-posts-q4-beat-on-top-and-bottom-line-on-cloud-ai-strength-200602195.html) Clouded Judgement 8.1.25 - The AI Operating Model (https://cloudedjudgement.substack.com/p/clouded-judgement-8125-the-ai-operating?utm_source=post-email-title&publication_id=56878&post_id=169283604&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email) Richard Seroter's Architecture Musings (https://seroter.com/) AI OpenAI's new waited model whatever (https://openai.com/index/introducing-gpt-oss/) Simon Willson says local tool calling might be better (https://simonwillison.net/2025/Aug/5/gpt-oss/) Exclusive: OpenAI Secures Another Giant Funding Deal (https://www.nytimes.com/2025/08/01/business/dealbook/openai-ai-mega-funding-deal.html?smid=nytcore-ios-share&referringSource=articleShare) OpenAI has made $5.25 billion in 2025 so far, and Anthropic $1.5bn. In both cases, I have found a pattern of deceptive leaks of annualized revenues to suggest they're making far more. (https://bsky.app/profile/edzitron.com/post/3lve3kmvt722p) Relevant to your Interests How Olipop is sweetening the PTO deal for employees (https://www.fooddive.com/news/olipop-summer-recharge-time-travel-agency/756145/) Anaconda Secures $150M Funding, Hits $1.5B Valuation (https://www.webpronews.com/anaconda-secures-150m-funding-hits-1-5b-valuation/) Figma raises $1.2 billion, creating new playbook for going public in the summer (https://www.axios.com/2025/07/31/figma-ipo-stock-adobe) AI vs. AI: Prophet Security raises $30M to replace human analysts with autonomous defenders (https://venturebeat.com/ai/ai-vs-ai-prophet-security-raises-30m-to-replace-human-analysts-with-autonomous-defenders/) API Simulation Reduces MCP Server, Microservices Overload (https://thenewstack.io/api-simulation-reduces-mcp-server-microservices-overload/) Google loses appeal in antitrust battle with Fortnite maker (https://apnews.com/article/google-antitrust-android-apps-appeal-ceba472d6882c413967f512f2dc56067) Exclusive: More details emerge on how Windsurf's VCs and founders got paid from the Google deal (https://techcrunch.com/2025/08/01/more-details-emerge-on-how-windsurfs-vcs-and-founders-got-paid-from-the-google-deal/) OpenAI is teasing a GPT-5 release. (https://www.theverge.com/news/718147/openai-teasing-gpt-5-release) Cloud Software Group to Acquire Arctera (https://www.businesswire.com/news/home/20250804310158/en/Cloud-Software-Group-to-Acquire-Arctera) For the first time, OpenAI models are available on AWS | TechCrunch (https://techcrunch.com/2025/08/05/for-the-first-time-openai-models-are-available-on-aws/) Agents or Bots? Making Sense of AI on the Open Web (https://www.linkedin.com/pulse/agents-bots-making-sense-ai-open-web-perplexity-ai-rom0c/?trackingId=WQJoQHyfuX91F3i7ywZwtw%3D%3D) Three weeks after acquiring Windsurf, Cognition offers staff the exit door (https://techcrunch.com/2025/08/05/three-weeks-after-acquiring-windsurf-cognition-offers-staff-the-exit-door/) Apple has now shipped 3 billion iPhones (https://www.engadget.com/big-tech/apple-has-now-shipped-3-billion-iphones-030851439.html) Apple Growth Rebounds on Strength of iPhone 16 Line, China (https://www.bloomberg.com/news/articles/2025-07-31/apple-revenue-tops-estimates-on-strength-of-iphone-china-market?embedded-checkout=true) Apple Earnings; Cook's AI Comments; Apple's AI Strategy, Redux (https://stratechery.com/2025/apple-earnings-cooks-ai-comments-apples-ai-strategy-redux/) Nonsense Microsoft's Windows XP Crocs are no joke (https://www.theverge.com/microsoft/717965/microsoft-crocs-windows-xp-bliss-wallpaper-theme) Listener Feedback JD recommends Charm (https://github.com/charmbracelet/crush) Conferences SpringOne (https://www.vmware.com/explore/us/springone?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/watch?v=f_xOudsmUmk). Explore 2025 US (https://www.vmware.com/explore/us?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/shorts/-COoeIJcFN4). Wiz Capture the Flag (https://www.wiz.io/events/capture-the-flag-brisbane-august-2025), Brisbane, August 26. Matt will be there. SREDay London (https://sreday.com/2025-london-q3/), Coté speaking, September 18th and 19th. Civo Navigate London (https://www.civo.com/navigate/london/2025), Coté speaking, September 30th. Texas Linux Fest (https://2025.texaslinuxfest.org), Austin, October 3rd to 4th. CF Day EU (https://events.linuxfoundation.org/cloud-foundry-day-europe/), Frankfurt, October 7th, 2025. AI for the Rest of Us (https://aifortherestofus.live/london-2025), Coté speaking, October 15th to 16th, London. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: CalDigit TS4 (https://www.amazon.com/s?k=caldigit+ts4&hvadid=732096899979&hvdev=c&hvexpln=67&hvlocphy=9028322&hvnetw=g&hvocijid=7941701857307590927--&hvqmt=e&hvrand=7941701857307590927&hvtargid=kwd-1436081580619&hydadcr=24768_13517487&mcid=c0ce64ca6a893d599e949f0f42851542&tag=googhydr-20&ref=pd_sl_5zzuafk2xr_e_p67). Coté: Sunday roast at Mount St. Restaurant, London (https://mountstrestaurant.com). Internal developer platform marketing series: part one (https://thenewstack.io/driving-platform-adoption-the-missed-opportunity-of-marketing/), part two (https://thenewstack.io/driving-platform-adoption-part-2-yes-create-t-shirts-to-tout-your-brand/), and part three (https://thenewstack.io/driving-platform-adoption-community-is-your-value/). Photo Credits Header (https://unsplash.com/photos/doughnuts-on-box-7lAMbAh_Je4)

welcome to wall-e's tech briefing for friday, august 8th! dive into today's top tech stories: openai unveils gpt-5: launched on thursday, this state-of-the-art model enhances chatgpt with faster responses and advanced reasoning, marking a "significant step" towards artificial general intelligence as per ceo sam altman. tesla abandons dojo project: a strategic shift with the discontinuation of its supercomputer effort, reallocating resources and focusing on partnerships with nvidia and samsung instead. ai startup struggle: windsurf, plagued by high costs and competition, sells to google, underscoring the financial pressures in the ai coding sector. xai leadership change: robert keele steps down as head of legal; lily lim takes over, amid ongoing shifts at xai led by elon musk. ads in ai responses: elon musk plans to integrate advertisements into grok's ai responses on x, a move intended to enhance targeted ad revenue post-linda yaccarino's departure. stay tuned for tomorrow's tech updates!

This is Alex Heath, deputy editor at The Verge. My guest today is GitHub CEO Thomas Dohmke. In many ways, GitHub Copilot set off the current AI coding boom. But since Thomas was on the show a year ago, the rise of vibe coding has shifted the buzz to newer platforms like Cursor and Windsurf. As you'll hear in our conversation, Thomas is thinking a lot about the competition, and GitHub's role in the future of software development.  Links: Developers, Reinvented | Thomas Dohmke / GitHub Developer Odyssey | Thomas Dohmke / GitHub Why tech is racing to adopt AI coding, with Cursor's Michael Truell | Decoder GitHub CEO Thomas Dohmke says AI needs competition to thrive | ⁠⁠Decoder⁠⁠ Up to 30 percent of some Microsoft code is now written by AI | Verge GitHub launches its AI app-making tool in preview | Verge Microsoft is getting ready for GPT-5 with a new Copilot smart mode | Verge Zuckerberg: AI will write most Meta code within 18 months | Engadget Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. This episode was edited by Xander Adams. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

SED News is a monthly podcast from Software Engineering Daily where hosts Gregor Vand and Sean Falconer unpack the biggest stories shaping software engineering, Silicon Valley, and the broader tech industry. In this episode, they explore Meta's bold push into AI with the launch of Meta Superintelligence Labs, the dramatic twists in the Windsurf acquisition The post SED News: Meta's AI Gambit, Windsurf Shake‑Up, and the UK VPN Surge appeared first on Software Engineering Daily.

Today on HR Heretics, Kelli and Nolan analyze the controversial Windsurf acquisition prompted by Windsurf employee #2's explosive social media post about receiving only 1% equity payout despite Google's $2 billion deal, highlighting Silicon Valley's eroding compensation norms.*Email us your questions or topics for Kelli & Nolan: hrheretics@turpentine.coFor coaching and advising inquire at https://kellidragovich.com/HR Heretics is a podcast from Turpentine.Support HR Heretics Sponsors:Planful empowers teams just like yours to unlock the secrets of successful workforce planning. Use data-driven insights to develop accurate forecasts, close hiring gaps, and adjust talent acquisition plans collaboratively based on costs today and into the future. ✍️ Go to https://planful.com/heretics to see how you can transform your HR strategy.Metaview is the AI platform built for recruiting. Our suite of AI agents work across your hiring process to save time, boost decision quality, and elevate the candidate experience.Learn why team builders at 3,000+ cutting-edge companies like Brex, Deel, and Quora can't live without Metaview.It only takes minutes to get up and running. Check it out!KEEP UP WITH NOLAN + KELLI ON LINKEDINNolan: https://www.linkedin.com/in/nolan-church/Kelli: https://www.linkedin.com/in/kellidragovich/—TIMESTAMPS:(00:00) Intro(00:13) Prem's Bombshell Tweet(01:32) The DeepMind vs Cognition Choice(02:16) Clarifying the Exploding Offer(04:15) Kelly's Google Looker Experience(05:00) Why Contract Protections Don't Matter(06:07) Leadership Accountability(07:16) Silicon Valley's Broken Unwritten Rules(08:38) Sponsors: Planful | Metaview(11:37) Culture vs Money in Acquisitions(13:00) First Principles: The New Acquisition Reality(14:56) Gary Tan's Tone-Deaf Response(15:41) The Chaos of Modern Tech(17:00) The Power of Social Media Transparency(17:49) Wrap-Up This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hrheretics.substack.com

This is Alex Heath, your Thursday episode guest host and deputy editor at The Verge. Today I'm joined by Hayden Field, The Verge's new senior AI reporter to talk about the AI talent wars and why some researchers are suddenly getting traded like their NBA superstars. Both Hayden and I have been reporting on this for the past several weeks to get a sense of much these companies are paying for top talent, why Big Tech firms like Google are opting to hire instead of acquire, and what it means that some of the most sought-after AI experts in the world are no longer motivated by money alone.  Links:  OpenAI's Windsurf deal is off — and Windsurf's CEO is going to Google | Verge Mark Zuckerberg promises you can trust him with superintelligent AI | Verge Meta is trying to win the AI race with money — but not everyone can be bought | Verge Meta says it's winning the talent war with OpenAI | Command Line Google gets its swag back | Command Line The AI talent wars are just getting started | Command Line Meta tried to buy Safe Superintelligence, hired CEO Daniel Gross instead | CNBC Apple loses top AI models executive to Meta's hiring spree | Bloomberg Meta's AI recruiting campaign finds a new target | Wired Anthropic hires back two coding AI leaders From Anysphere | The Information Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Ursa Wright.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scott and Wes share their top strategies for getting high-quality results from AI coding tools like Cursor, Claude, ChatGPT, and Windsurf. From better prompting to building reusable rule sets, they cover practical tips for making AI your most productive coding partner. Show Notes 00:00 Welcome to Syntax! Wes' Tweet 02:56 How to get the best results when using AI. 03:15 Scaffold it out yourself. 05:40 Be clear with your prompts. 07:45 Use XML tags around specific items 08:47 Utilize Rules like Cursor rules or Copilot rules. 13:20 Ask it to create some rules based on an existing codebase. 16:03 Break things down into clear concise actionable items. 17:22 Where to store your rules files. 18:37 Utilizing llm.txt files. 19:24 Context7. 20:28 Tag relevant files, functions, etc. 21:38 Feed logs back into the AI. 22:36 Logging Errors. 22:54 Brought to you by Sentry.io. 24:14 Long running chats get worse. Wes' Tweet Hit us up on Socials! Syntax: X Instagram Tiktok LinkedIn Threads Wes: X Instagram Tiktok LinkedIn Threads Scott: X Instagram Tiktok LinkedIn Threads Randy: X Instagram YouTube Threads

Today's five‑minute headlines cover the strongest signal yet that GPT‑5 will drop in early August, GitHub's Spark entry into vibe coding, Satya Nadella's morale memo amid Microsoft layoffs, and fresh controversy around Google's Windsurf acqui‑hire. Then we zoom out with Nvidia CEO Jensen Huang, who lays out nine sweeping forecasts—from an AI‑driven wealth boom and twin‑factory industries to a multi‑trillion‑dollar infrastructure rush—that sketch the next decade of AI disruption and opportunity.Brought to you by:KPMG – Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://kpmg.com/ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about how KPMG can help you drive value with our AI solutions.Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months AGNTCY - The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠agntcy.org ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Plumb - The automation platform for AI experts and consultants ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://useplumb.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdownInterested in sponsoring the show? nlw@breakdown.network

Agentic AI has emerged as the leading technological trend according to McKinsey's latest report, with job postings for these roles skyrocketing by nearly 985% between 2023 and 2024. This surge reflects a growing interest in AI systems capable of performing complex tasks autonomously. Alongside this trend, the report highlights the importance of digital trust in cybersecurity, especially as organizations face new challenges from AI-enhanced cyber threats. The divide in attitudes towards AI in the workplace is significant, with non-users, particularly older adults and those in lower-paid jobs, perceiving AI as a threat to their job security, while younger, professional users view it more positively.A recent study from Carnegie Mellon University raises concerns about the reliability of large-language model chatbots, which often become overconfident after providing incorrect answers. This overconfidence can lead to misleading interactions with users, as these AI systems fail to adjust their confidence levels after mistakes. The study involved popular chatbots like OpenAI's ChatGPT and Google's Gemini, revealing that even when these tools perform poorly, they remain unaware of their shortcomings. This issue underscores the need for responsible AI deployment, emphasizing the importance of governance and oversight in AI services.In the realm of cybersecurity, Broadcom's VMware division is facing criticism for restricting access to essential security patches for customers with perpetual licenses who lack active support contracts. This situation raises significant concerns about the vulnerability of systems and the potential for cyberattacks. Despite promises of free access to zero-day security patches, many users report difficulties in obtaining these critical updates, leading to fears of increased risks. VMware's shift to a longer release cycle and extended support durations aims to address customer concerns, but the underlying issue of trust remains critical.The podcast also discusses the manipulative design tactics employed by major platforms to push AI features onto users, labeling this phenomenon as "forced use." This approach raises questions about genuine consumer interest in AI tools, as many are deployed without organic demand. Additionally, the controversial case of the AI coding startup Windsurf highlights the risks associated with equity sharing in the tech industry, as a failed acquisition deal left many employees uncertain about their futures. As the landscape of AI and technology continues to evolve, the need for transparency, trust, and responsible practices becomes increasingly vital. Three things to know today 00:00 Agentic AI on the Rise, but Overconfident Bots and Worker Fears Signal a Trust Crisis05:38 Broadcom's VMware Shift Raises Alarms: Patch Access Locked Behind Subscriptions, Trust Erodes08:36 From Forced Features to Fumbled Equity: The Growing Backlash Against AI Hype and Misaligned Incentives  Supported by: https://getflexpoint.com/msp-radio/  Tell us about a newsletter!https://bit.ly/biztechnewsletter All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

Interview with Steven Johnson Amazon buys Bee AI wearable that listens to everything you say Lovable becomes a unicorn with $200M Series A just 8 months after launch | TechCrunch (21) Jeff Wang on X: "To put it mildly, the past week at Windsurf has been crazy. There have been a lot of different rumors and reports, so I want to share a transparent account of how it actually went down. Before I start, I just want to say that Varun and Douglas were great founders and this" / X Thinking Machines Lab Raises $2 Billion at $10 Billion Valuation The Epic Battle for AI Talent—With Exploding Offers, Secret Deals and Tears OpenAI partners with Oracle to built out 4.5 gigawatts in data center capacity SoftBank and OpenAI's $500 Billion AI Project Struggles to Get Off Ground (21) Alexander Wei on X: "1/N I'm excited to share that our latest @OpenAI experimental reasoning LLM has achieved a longstanding grand challenge in AI: gold medal-level performance on the world's most prestigious math competition—the International Math Olympiad (IMO)." / X It's rude to show AI output to people | Alex Martsinovich Trump's AI Action Plan Is a Crusade Against 'Bias'—and Regulation Elon Musk's xAI tried to teach Grok how to be human — by recording its own workers' faces A new study just upended AI safety 'I destroyed months of your work in seconds' says AI coding tool after deleting a dev's entire database during a code freeze: 'I panicked instead of thinking' Tesla results Total Party Kill Twin Peaks as it is meant to be seen Attack of the clever crows Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steven Johnson Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: smarty.com/twit agntcy.org

Interview with Steven Johnson Amazon buys Bee AI wearable that listens to everything you say Lovable becomes a unicorn with $200M Series A just 8 months after launch | TechCrunch (21) Jeff Wang on X: "To put it mildly, the past week at Windsurf has been crazy. There have been a lot of different rumors and reports, so I want to share a transparent account of how it actually went down. Before I start, I just want to say that Varun and Douglas were great founders and this" / X Thinking Machines Lab Raises $2 Billion at $10 Billion Valuation The Epic Battle for AI Talent—With Exploding Offers, Secret Deals and Tears OpenAI partners with Oracle to built out 4.5 gigawatts in data center capacity SoftBank and OpenAI's $500 Billion AI Project Struggles to Get Off Ground (21) Alexander Wei on X: "1/N I'm excited to share that our latest @OpenAI experimental reasoning LLM has achieved a longstanding grand challenge in AI: gold medal-level performance on the world's most prestigious math competition—the International Math Olympiad (IMO)." / X It's rude to show AI output to people | Alex Martsinovich Trump's AI Action Plan Is a Crusade Against 'Bias'—and Regulation Elon Musk's xAI tried to teach Grok how to be human — by recording its own workers' faces A new study just upended AI safety 'I destroyed months of your work in seconds' says AI coding tool after deleting a dev's entire database during a code freeze: 'I panicked instead of thinking' Tesla results Total Party Kill Twin Peaks as it is meant to be seen Attack of the clever crows Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steven Johnson Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: smarty.com/twit agntcy.org

Interview with Steven Johnson Amazon buys Bee AI wearable that listens to everything you say Lovable becomes a unicorn with $200M Series A just 8 months after launch | TechCrunch (21) Jeff Wang on X: "To put it mildly, the past week at Windsurf has been crazy. There have been a lot of different rumors and reports, so I want to share a transparent account of how it actually went down. Before I start, I just want to say that Varun and Douglas were great founders and this" / X Thinking Machines Lab Raises $2 Billion at $10 Billion Valuation The Epic Battle for AI Talent—With Exploding Offers, Secret Deals and Tears OpenAI partners with Oracle to built out 4.5 gigawatts in data center capacity SoftBank and OpenAI's $500 Billion AI Project Struggles to Get Off Ground (21) Alexander Wei on X: "1/N I'm excited to share that our latest @OpenAI experimental reasoning LLM has achieved a longstanding grand challenge in AI: gold medal-level performance on the world's most prestigious math competition—the International Math Olympiad (IMO)." / X It's rude to show AI output to people | Alex Martsinovich Trump's AI Action Plan Is a Crusade Against 'Bias'—and Regulation Elon Musk's xAI tried to teach Grok how to be human — by recording its own workers' faces A new study just upended AI safety 'I destroyed months of your work in seconds' says AI coding tool after deleting a dev's entire database during a code freeze: 'I panicked instead of thinking' Tesla results Total Party Kill Twin Peaks as it is meant to be seen Attack of the clever crows Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steven Johnson Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: smarty.com/twit agntcy.org

Welcome to episode 313 of The Cloud Pod, where your hosts, Matt, Ryan, and Justin, are here to bring you all the latest in Cloud and AI news. This week we've got an installation of Cloud Journey featuring Gartner and chaos AND an aftershow! We've got acquisition news, new tools, an undersea cable, and even a little chaos, all right now in the cloud. Let's get into it!  Titles we almost went with this week: From Vibe Check to Production Spec Node More Mr. Nice Guy: AWS Locks Down Access Until You Ask Nicely Grok’s New Feature: Ask Elon First The AI That Phones Home to Dad Musk-See TV: When Your Chatbot Needs Parental Guidance Oracle’s Federal Discount: 75% Off for Six Months (Terms and Conditions Apply) GameDay: Not Just for Sports Anymore Bob the Builder Center: Can We Fix AWS? Yes We Can! Bucket List: Google Cloud Storage Finally Lets You Pack Up and Move The Great Bucket Migration: No Forwarding Address Required Compose Yourself: Cloud Run Gets Docker-mented Survey Says: Your Team Needs a Performance Check-Up From Florida With Love: Google’s New Cable Has a License to Transmit Sol Train: Google Lays Track Across the Atlantic Finding the Right Gradient for Your AI Journey Google Cracks the Code on AWS’s Cloud Castle Breaking Cloud: Google’s Data Analytics Cook Up Market Share From Chat to Churn: The Great GPT Subscription Exodus AWS Finally Filters Out the Pricing Noise The Price is Right: AWS Edition Gets New Search Features Four Filters and a Pricing API Walk Into a Cloud Fee-fi-fo-fum who has a flash reasoning model Follow Up 02:01 Cognition to buy AI startup Windsurf days after Google poached CEO Cognition acquired Windsurf’s IP, product, and remaining talent after Google hired away the CEO and senior staff, highlighting the intense competition for AI coding expertise among major tech companies. The deal follows a failed $3 billion acquisition attempt by OpenAI and Google’s $2.4 billion licensing and compensation package to secure Windsurf’s leadership, demonstrating the premium valuations for AI coding technology. Both companies develop AI coding agents designed to accelerate software development, with Cognition’s Devin agent and Windsurf’s tools representing the growing market for AI-powered developer productivity solutions. The acquisition ensures all Windsurf employees receive accelerated vesting and financial participation, addressing the disruption caused by the leadership exodus to Google. This consolidation in the AI coding space suggests smaller startups may struggle to retain talent and remain independent as tech giants aggressively pursue AI engineering capabilities. AI Is Going Great – Or How ML Makes Money  04

Interview with Steven Johnson Amazon buys Bee AI wearable that listens to everything you say Lovable becomes a unicorn with $200M Series A just 8 months after launch | TechCrunch (21) Jeff Wang on X: "To put it mildly, the past week at Windsurf has been crazy. There have been a lot of different rumors and reports, so I want to share a transparent account of how it actually went down. Before I start, I just want to say that Varun and Douglas were great founders and this" / X Thinking Machines Lab Raises $2 Billion at $10 Billion Valuation The Epic Battle for AI Talent—With Exploding Offers, Secret Deals and Tears OpenAI partners with Oracle to built out 4.5 gigawatts in data center capacity SoftBank and OpenAI's $500 Billion AI Project Struggles to Get Off Ground (21) Alexander Wei on X: "1/N I'm excited to share that our latest @OpenAI experimental reasoning LLM has achieved a longstanding grand challenge in AI: gold medal-level performance on the world's most prestigious math competition—the International Math Olympiad (IMO)." / X It's rude to show AI output to people | Alex Martsinovich Trump's AI Action Plan Is a Crusade Against 'Bias'—and Regulation Elon Musk's xAI tried to teach Grok how to be human — by recording its own workers' faces A new study just upended AI safety 'I destroyed months of your work in seconds' says AI coding tool after deleting a dev's entire database during a code freeze: 'I panicked instead of thinking' Tesla results Total Party Kill Twin Peaks as it is meant to be seen Attack of the clever crows Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steven Johnson Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: smarty.com/twit agntcy.org

Scott and Wes break down how to code with and for AI; perfect for skeptics, beginners, and curious devs. They cover everything from Ghost Text and CLI agents to building your own AI-powered apps with embeddings, function calling, and multi-model workflows. Show Notes 00:00 Welcome to Syntax! 03:56 How to interface with AI. 04:07 IDE Ghost Text. 05:45 IDE Chat, Agents. 08:00 CLI Agents. Claude Code. Open Code. Gemini. 11:13 MCP Servers. Context7 14:47 GUI apps. v0. Bolt.new. Lovable. Windsurf. 19:07 Existing Chat app like ChatGPT. 22:37 Building things WITH AI. 23:32 Prompting. 26:53 Streaming VS not streaming. 28:14 Embeddings and Rag. 31:09 MCP Server. CJ's MCP Deep Dive. 32:36 Brought to you by Sentry.io. 33:25 Multi-model, multi-provider. 36:27 npm libs to use to code with AI. OpenAI SDK. AI SDK. Cloudflare Agents. Langchain. Local AI Tensorflow. Transformers.js. Huggingface. 44:12 Processes and exploring. Hit us up on Socials! Syntax: X Instagram Tiktok LinkedIn Threads Wes: X Instagram Tiktok LinkedIn Threads Scott: X Instagram Tiktok LinkedIn Threads Randy: X Instagram YouTube Threads

OpenAI 原本準備砸 30 億美金，收購 AI coding 新創 Windsurf，沒想到排他期一過，Google 火速攔胡，用一波 acqui-hire 把人和技術都帶走，只花了 24 億。三天後，Windsurf 剩下的團隊也沒閒著，直接被另一間做 AI coding agent 的新創 Cognition AI 收下，這場戲劇性的收購戰，終於畫下句點。這集我們就來聊聊：

This week, we tick through the many dramatic headlines surrounding xAI, including the departure of X's chief executive, Linda Yaccarino; the Grok chatbot spewing antisemitic comments; and the A.I. companion Ani engaging in sexually explicit role-play. Then, we explain why a fight to acquire the start-up Windsurf startled many in Silicon Valley and may reshape the culture in many of the big A.I. labs. And finally, it's “crypto week.” David Yaffe-Bellany explains how crypto provisions in the bills before Congress and the president could affect even people who don't hold digital currencies.Also, we officially have merch! For a limited time, you can get a special-edition “Hard Fork” hat when you purchase an annual New York Times Audio subscription for the first time. Get your hat at nytimes.com/hardforkhatGuests:David Yaffe-Bellany, New York Times technology reporter covering the crypto industryAdditional Reading:Elon Musk's Grok Chatbot Shares Antisemitic Posts on XGoogle Hires A.I. Leaders From a Start-Up Courted by OpenAICognition AI Buys Windsurf as A.I. Frenzy Escalates‘Crypto Week' Is Back on Track After House G.O.P. Quells Conservative RevoltThe ‘Trump Pump': How Crypto Lobbying Won Over a President We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify.

Scott Wu is the co-founder and CEO of Cognition, the company behind Devin, the world's first AI software engineer. On Friday last week they pulled off the acquisition of the year, acquiring Windsurf, following their licensing agreement with Google. Previously a world-class competitive programmer, he was a gold medalist at the International Olympiad in Informatics and a member of the U.S. Math and Physics Olympiad teams. Before Cognition, he was a founding engineer at Scale AI, helping shape the early AI infrastructure stack. AGENDA: 00:00 – Why are founders walking away instead of going down with the ship? 01:05 – How did Cognition pull off the $220M Windsurf deal in just 72 hours? 04:45 – What really happened behind closed doors the weekend Windsurf was acquired? 07:15 – Did Google overlook a goldmine in the Windsurf team and IP? 09:00 – Who are the 100 people that secretly shape the future of AI? 12:30 – Can application startups ever gain leverage over foundation model giants like Anthropic? 14:15 – Is coding about to be replaced by simply describing what you want? 17:30 – 50% of new code is AI-written. Where does that go next? 20:45 – “We've gone from 0 to $80M ARR in 6 months. Quietly.” 25:00 – Are IDEs and agents just the training wheels for the real future of software engineering? 28:20 – If you could only back one—OpenAI or Anthropic—who's the better bet? 30:00 – Why has Cognition kept its insane growth a secret… until now?    

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Can Zuck and Elon buy their way into the AI race? 2) Will scaling laws turn AI progress over to the biggest tech 3) Grok's new AI avatars - Rudy and Ani 4) Grok's Ani AI bot gets steamy quickly 5) Why AI companies are counting on companion/love bots 6) The backlash to Aqui-Hire-Sitions after Windsurf, Scale, etc. 7) Did Big Tech antitrust backfire? 8) OpenAI announces ChatGPT Agent 9) Is Perplexity's Comet browser a player 10) Kimi K2 wows with coding availability 11) Can AI industry apply lessons from coding elsewhere? 12) One last word from Ani --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Nick Nisi joins us to discuss all the Windsurf drama, his new agentic lifestyle, whether or not he's actually more productive, the new paper that says he maybe isn't more productive, the reckoning he sees coming, and why we might be the last generation of code monkeys.

Katie and Matt discuss search funds, post-MBA career paths, Katie’s future in horse barn ownership, search-fund flips, the Windsurf quasi-acqui-hire deal, Vanguard and Strategy, the function of index funds, owning the global financial portfolio and Perching Square Capital Management’s closed-end fund.See omnystudio.com/listener for privacy information.

Agenda: 00:00 Windsurf was dead—then this deal changed everything 05:00 The Windsurf x Google x Cognition saga explained 09:00 The OpenAI deal collapsed—what really happened 15:00 FTC rules forced a brutal deal structure—who lost? 17:00 The investors' returns: who actually made money? 21:30 Will Google's corp dev team get fired over this? 23:00 Cognition's genius $220M acquisition of Windsurf: Most brilliant Deal of the Year 26:00 The biggest recruiting flex in Silicon Valley this year 35:00 “Roll your own SaaS” is complete nonsense 38:00 Lovable vs Cursor vs Replit: who wins the coding war? 41:00 Why Lovable could be the ChatGPT of builders 44:00 Will these vibe-coded apps become durable businesses? 48:00 The shocking churn rates hidden inside AI SaaS 55:00 Are these $2B valuations actually... cheap? 56:30 Grok just destroyed GPT-4 in benchmarks—WTF?! 01:01:00 Why Grok might overtake OpenAI in the next 12 months 01:11:00 Meta just invested $3.5B in Ray-Bans—WTF? 01:12:30 Should every S&P 500 company buy Bitcoin now? 01:15:00 Will Meta kill open source? What happens to Llama 5?  

Microsoft just made a major change to the Windows 11 install media, and you're not going to believe what happens next! Plus, the AI spelling and grammar checking app/service that Paul relies on. And yes, he does pay for it. Windows 11 Copilot Vision gets full Desktop support, Voice integration across all Insider channels Click to Do gets a "Describe image" action, Administrator protection, App permission dialog changes in Dev (25H2) and Beta (24H2) Canary finally gets the features everyone else has had for a while now Also, Microsoft quietly killed the simplified date/time in the Windows 11 Taskbar because no one liked it PC sales grew 5 percent in Q2 but there is a BIG caveat Semi-related: Google is "combining" ChromeOS and Android ChromeOS will build on Android going forward, smart Even less related: HMD quietly pulls Nokia out of the U.S. market, the dream is over Microsoft 365, AI Microsoft layoffs directly attributed to AI Microsoft scuttled OpenAI's acquisition of Windsurf and all hell broke loose Google snapped up key execs and engineers and licensed Windsurf for $2.4 billion All's well that ends well: Cognition acquires Windsurf Microsoft keeps changing the terms of the deal: Microsoft 365 apps will be updated on Windows 10 only through August 2026 Microsoft 365 Copilot is finally getting a Memory OpenAI is going to war with Microsoft and the world It's working on a web browser It's also working on an office productivity suite of sorts Google NotebookLM gets curated featured notebooks. This is emerging as one of the more useful AI tools Xbox and Gaming Xbox app for Windows 11 gets "Stream your own game" functionality Grounded 2, more coming to Game Pass in second half of July Cyberpunk 2077 is coming to the Mac for some reason Tips & Picks Tip of the week: Save big on PCs, go refurbished App pick of the week: LanguageTool for Desktop RunAs Radio this week: Fabric in 2025 with Arun Ulag Brown liquor pick of the week: Slane Triple Casked Blend Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/twit bitwarden.com/twit uscloud.com

Microsoft just made a major change to the Windows 11 install media, and you're not going to believe what happens next! Plus, the AI spelling and grammar checking app/service that Paul relies on. And yes, he does pay for it. Windows 11 Copilot Vision gets full Desktop support, Voice integration across all Insider channels Click to Do gets a "Describe image" action, Administrator protection, App permission dialog changes in Dev (25H2) and Beta (24H2) Canary finally gets the features everyone else has had for a while now Also, Microsoft quietly killed the simplified date/time in the Windows 11 Taskbar because no one liked it PC sales grew 5 percent in Q2 but there is a BIG caveat Semi-related: Google is "combining" ChromeOS and Android ChromeOS will build on Android going forward, smart Even less related: HMD quietly pulls Nokia out of the U.S. market, the dream is over Microsoft 365, AI Microsoft layoffs directly attributed to AI Microsoft scuttled OpenAI's acquisition of Windsurf and all hell broke loose Google snapped up key execs and engineers and licensed Windsurf for $2.4 billion All's well that ends well: Cognition acquires Windsurf Microsoft keeps changing the terms of the deal: Microsoft 365 apps will be updated on Windows 10 only through August 2026 Microsoft 365 Copilot is finally getting a Memory OpenAI is going to war with Microsoft and the world It's working on a web browser It's also working on an office productivity suite of sorts Google NotebookLM gets curated featured notebooks. This is emerging as one of the more useful AI tools Xbox and Gaming Xbox app for Windows 11 gets "Stream your own game" functionality Grounded 2, more coming to Game Pass in second half of July Cyberpunk 2077 is coming to the Mac for some reason Tips & Picks Tip of the week: Save big on PCs, go refurbished App pick of the week: LanguageTool for Desktop RunAs Radio this week: Fabric in 2025 with Arun Ulag Brown liquor pick of the week: Slane Triple Casked Blend Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/twit bitwarden.com/twit uscloud.com

Has the US government suddenly allowed Nvidia back in business in China? A segment wherein I make the case the GW's are the new metric that matters to the tech industry, over and above anything else. Windsurf finds a permanent home. And is China already producing the smartglasses Zuck wants to see next?Links:Nvidia, AMD to Resume AI Chip Sales to China in US Reversal (Bloomberg)Apple to Buy Rare Earths From Pentagon-Backed US Producer MP (Bloomberg)Zuckerberg Says Meta Will Build Gigawatt-Size Data Centers (Bloomberg)Meta's New Superintelligence Lab Is Discussing Major A.I. Strategy Changes (NYTimes)Cognition AI Buys Windsurf as A.I. Frenzy Escalates (NYTimes)China's AI glasses market takes shape as Xiaomi's entry inspires early adopters (SCMP)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Google just pulled off a $2.4 billion acquihire of AI coding startup Windsurf—but the way it happened is shaking up the startup world. What began as a $3B OpenAI acquisition quietly fell apart after Microsoft intervened, paving the way for Google to license Windsurf's IP and hire its top talent. The catch? Most employees are getting nothing, even some with vested equity. In this episode of the AI Daily Brief, we break down how this deal unraveled, what it signals for OpenAI and Microsoft, and why acquihires like this could destroy trust in the startup equity model.Get Ad Free AI Daily Brief: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/AIDailyBrief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Brought to you by:KPMG – Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://kpmg.com/ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about how KPMG can help you drive value with our AI solutions.Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months AGNTCY - The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠agntcy.org ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Plumb - The automation platform for AI experts and consultants ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://useplumb.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdownInterested in sponsoring the show? nlw@breakdown.network

Google snatched the Windsurf acquisition out from under OpenAI in a big new acquihire. SpaceX is investing in xAI. ChromeOS and Android to merge, but for real this time? Was there a new sort of DeepSeek moment over the weekend? And example number 74 of how YouTube is now the king of video entertainment.Links:Google to Pay $2.4 Billion for Windsurf Staff, IP After Startup Ends OpenAI Talks (The Information)Google Is Said to Pay $2.4 Billion for Windsurf Assets, Talent (Bloomberg)An OpenAI Acquisition Turns Into a Google 'Hackqusition'... (Spyglass)Elon Musk's xAI seeks up to $200bn valuation in next fundraising (Financial Times)SpaceX to Invest $2 Billion Into Elon Musk's xAI (WSJ)Google exec: ‘We're going to be combining ChromeOS and Android' (The Verge)'I think you see the future first on Android' – Google's Android leader Sameer Samat (TechRadar)Moonshot AI's Kimi K2 outperforms GPT-4 in key benchmarks — and it's free (VentureBeat)Eight Things We've Learned About Hollywood This Year (Bloomberg)The Streaming Wars Come Down to 2: YouTube vs. Netflix (NYTimes)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today's show:On today's show… Jason and Alex are considering the fallout of Windsurf's OpenAI deal, the company's latest agreements with both Google and Cognition AI, and how “blitzhiring” is actually playing out in real-world startups.Plus Jason's short- and medium-term predictions for AI's impact on the job market, Tesla's latest expansion of its Austin robotaxi service, Mistral giving the EU a real stake in the AI model race, a look back at the SnapStream live TV archiving service, AND an update on how much more time we have until all our servers are obsolete.All that and more on a brand new Monday edition of This Week in Startups.Timestamps:(02:20) Influencers caught an arsonist in LA's Runyon Canyon? (Don't worry, there's always a startup angle)(10:38) Coda - Empower your startup with Coda's Team plan for free—get 6 months at https://www.Coda.io/twist(12:56) Windsurf's OpenAI deal fell through… but there are breaking updates!(20:11) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(23:46) The gap from prototype to production in AI remains HUGE(29:52) AWS Activate - AWS Activate helps startups bring their ideas to life. Apply to AWS Activate today to learn more. Visit aws.amazon.com/startups/credits(34:56) Things are going well for Tesla's Austin rollout, but will regulators demand LIDAR systems anyway?(45:47) Maybe NOTHING that's happening right now in AI is as important as what's to come?(54:31) Follow-Up: So how much more time until all of our servers are obsolete? What happens to them when they're removed?Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:38) Coda - Empower your startup with Coda's Team plan for free—get 6 months at https://www.Coda.io/twist(20:11) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(29:52) AWS Activate - AWS Activate helps startups bring their ideas to life. Apply to AWS Activate today to learn more. Visit aws.amazon.com/startups/creditsGreat TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Just about every big tech company made splashes in AI this week.↳ Google acqui-hired a company that OpenAI failed to straight up acquire↳Microsoft is investing $4 billion into AI training↳ OpenAI is going after the AI browser space↳ and Meta reportedly spent more than $200 million on one employeeSheeeeesh. It's been a whirlwind. Don't get left behind. We'll help you be the smartest person in AI at your company.Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion:Thoughts on this? Join the convo and connect with other AI leaders on LinkedIn.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:OpenAI's AI Browsers vs. Google ChromePerplexity's Comet Browser Launch StrategyXAI's Controversial Grok4 Alignment IssuesTeacher Union's AI Training PartnershipMicrosoft Elevate AI Training InitiativeNVIDIA's $4 Trillion Market Cap MilestoneGoogle Acqui-hires Windsurf for DeepMindMeta's $200M Apple AI Talent AcquisitionTimestamps:00:00 "Everyday AI: Weekly News Recap"05:36 Perplexity's Comet: Agentic Browser Shift06:49 AI-Powered Browsing with Perplexity's Comet10:44 "Grok 4: Aligns with Musk's Views"15:37 AI Workshops for Teachers Nationwide18:32 Microsoft's Elevate Program: AI Access & Trust19:51 AI Strategy and Training Partners23:13 Google Hires Wind Surf Executives29:04 AI Updates: Claude's MCP and Google Gemini31:36 AI Developments: Browsers, Training, Market MovesKeywords:Google acquihire, Windsurf, OpenAI browser, Perplexity, agentic browsers, Meta superintelligence, AI news, Google Chrome dominance, ChatGPT users, Chromium, computer vision, AI agents, reservation booking, AI services, market dominance, browser wars, anthropic, Claude, Perplexity's Comet, AI powered web, conversational interface, AI assistant, natural language, OpenAI's GPT, anthropic claw, Grok four, XAI, Elon Musk AI, AI benchmarks, content moderation, Grok controversy, AI alignment, TechCrunch, contentious questions, AI partnerships, educational AI, American Federation of Teachers, Microsoft Copilot, Microsoft funding, ethical AI, Elevate Academy, NVIDIA market cap, AI chips, Google DeepMind, AI coding, Apple AI executive, AI metrics, Anthropic, Microsoft layoffs.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Square keeps up so you don't have to slow down. Get everything you need to run and grow your business—without any long-term commitments. And why wait? Right now, you can get up to $200 off Square hardware at square.com/go/jordan. Run your business smarter with Square. Get started today.

Jake Knapp and John Zeratsky are the co-creators of the Design Sprint (the famous five-day product innovation process) and authors of the bestselling book Sprint. After decades of working with over 300 startups in the earliest stages, they discovered that most startups fail not because they can't build, but because they build the wrong thing. The very beginning of a startup is your highest-leverage moment, and most teams waste months or years by skipping a few critical early questions. Jake and John developed the Foundation Sprint to help startups validate ideas and compress months of work into just two days.What you'll learn:1. The step-by-step Foundation Sprint process that compresses three or four months of validation into two days—including templates you can use immediately2. Why differentiation is the #1 predictor of startup success (with the 2x2 framework that you can use with your team)3. The three fundamental questions every founder should answer before writing a line of code4. The “note and vote” technique that eliminates groupthink and gets honest answers from your colleagues5. The seven “magic lenses” for choosing between multiple product ideas6. The biggest mistake engineers make when building with AI tools7. The paradox of speed: why “building nothing first” can get you to product-market fit faster—Brought to you by:Brex—The banking solution for startups: https://www.brex.com/product/business-account?ref_code=bmk_dp_brand1H25_ln_new_fsParagon—Ship every SaaS integration your customers want: https://www.useparagon.com/lennyCoda—The all-in-one collaborative workspace: https://coda.io/lenny—Transcript: https://www.lennysnewsletter.com/p/the-foundation-sprint-jake-knapp-and-john-zeratsky—Where to find Jake Knapp:• X: https://twitter.com/jakek• LinkedIn: https://www.linkedin.com/in/jake-knapp/• Website: https://jakeknapp.com/—Where to find John Zeratsky:• X: https://twitter.com/jazer• LinkedIn: https://www.linkedin.com/in/johnzeratsky/• Website: https://johnzeratsky.com/—In this episode, we cover:(00:00) Introduction to Jake Knapp and John Zeratsky(04:41) Origins of the Design Sprint(11:06) The Foundation Sprint process(14:40) Phase one: The basics(16:57) Case study: Latchet(28:50) Phase two: Differentiation(36:24) The importance of differentiation(40:15) Thoughts on price differentiation(43:37) Case study: Mellow(46:04) Custom differentiators(49:30) The mini manifesto(52:02) Phase three: Approach to the project(54:50) Magic lenses activity(01:02:39) Prototyping and testing(01:10:00) Real-world examples and success stories(01:15:15) Motivation behind The Foundation Sprint(01:17:15) The outcome of the sprint: The founding hypothesis(01:19:28) The Design Sprint(01:28:19) The role of AI in prototyping(01:36:50) Final thoughts and resources—Referenced:• Introducing the Foundation Sprint: From the creators of the Design Sprint: https://www.lennysnewsletter.com/p/introducing-the-foundation-sprint• Making time for what matters | Jake Knapp and John Zeratsky (authors of Sprint and Make Time, co-founders of Character Capital): https://www.lennysnewsletter.com/p/making-time-for-what-matters-jake• Eli Blee-Goldman on LinkedIn: https://www.linkedin.com/in/eli-blee-goldman/• Character Capital: https://www.character.vc/• Character Labs: https://www.character.vc/labs• Etsy: https://www.etsy.com/• Shopify: https://www.shopify.com/• Naming expert shares the process behind creating billion-dollar brand names like Azure, Vercel, Windsurf, Sonos, Blackberry, and Impossible Burger | David Placek (Lexicon Branding): https://www.lennysnewsletter.com/p/naming-expert-david-placek• Sonos: https://www.sonos.com/• Vercel: https://vercel.com/• Windsurf: https://windsurf.com/• April Dunford on product positioning, segmentation, and optimizing your sales process: https://www.lennysnewsletter.com/p/april-dunford-on-product-positioning• Positioning: https://www.lennysnewsletter.com/p/positioning• 10 things we know to be true: https://about.google/company-info/philosophy/• Gandalf: https://en.wikipedia.org/wiki/Gandalf• Frodo: https://en.wikipedia.org/wiki/Frodo_Baggins• Mordor: https://en.wikipedia.org/wiki/Mordor• 35 years of product design wisdom from Apple, Disney, Pinterest, and beyond | Bob Baxley: https://www.lennysnewsletter.com/p/35-years-of-product-design-wisdom-bob-baxley• The Primal Mark: How the Beginning Shapes the End in the Development of Creative Ideas: https://www.gsb.stanford.edu/faculty-research/publications/primal-mark-how-beginning-shapes-end-development-creative-ideas• Base44: https://base44.com/• Solo founder, $80M exit, 6 months: The Base44 bootstrapped startup success story | Maor Shlomo: https://www.lennysnewsletter.com/p/the-base44-bootstrapped-startup-success-story-maor-shlomo• Google Meet: https://meet.google.com/• Blue Bottle Coffee: https://bluebottlecoffee.com• Reclaim: https://reclaim.ai/• The official Foundation Sprint + Design Sprint template: https://www.character.vc/miro-template• Rippling: https://www.rippling.com/• Latchet: https://latchet.com/• Mellow: http://getmellow.com/• AxionOrbital: https://axionorbital.space/—Recommended books:• Sprint: How to Solve Big Problems and Test New Ideas in Just Five Days: https://www.amazon.com/Sprint-audiobook/dp/B019R2DQIY• Make Time: How to Focus on What Matters Every Day: https://www.amazon.com/Make-Time-Focus-Matters-Every/dp/0525572422• Click: How to Make What People Want: https://www.amazon.com/Click-Make-What-People-Want/dp/1668072114Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com