Podcasts about Y combinator

Y Combinator startup Firecrawl is back on the hunt for AI agent employees, after a previous attempt to hire one didn't go as planned. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dr. Houda Ghozzi, founder of Open Startup (OST), shares her journey from professor to pan-African ecosystem builder. Following Tunisia's revolution, she transformed uncertainty into opportunity, now helping young entrepreneurs across 19 African countries develop through "hope, skills, and exposure." Houda discusses entrepreneurship as a common language that transcends borders, the evolution of OST into the "Y-Combinator of deep tech," and why Africa's innovation story requires patience rather than just focusing on exits. Her insights on cross-border collaboration, AI opportunities, and policy frameworks reveal a compelling vision for Africa's entrepreneurial future—one in which young people build solutions to local problems with global relevance.

What happens when Apple hints that Google's search dominance may be cracking, triggering a $155 billion wipeout in Alphabet's value?Many still think Google search is untouchable, but a shift in user behavior and a few lines in DOJ testimony may signal otherwise.In this episode, Chris Saad, Yaniv Bernstein, and Amir Shevat explore how Apple's revelation about declining Safari search traffic could mark a turning point for Google, what's really behind Trump's Middle East ‘AI investment tour,' and how YC's latest startup wishlist shows where the next wave of disruption will come from.In this episode, you will:Understand why Apple's testimony may be a warning shot for Google SearchLearn how AI is reshaping the definition—and monetization—of ‘search'Analyze Trump's Saudi tech tour and its real impact on US innovationEvaluate the shift from ad-driven to subscription-based AI business modelsExplore why Y Combinator wants startups to go ‘full stack' instead of selling to incumbentsUnpack the risks of shiny-object AI ideas vs. defensible startup modelsDiscover which overlooked AI sectors still have white space for new foundersFrom Google's search slowdown to Trump's headline-grabbing AI deals and YC's startup roadmap, this episode gives you the strategic insight founders need to navigate tech's shifting landscape.The Pact Honor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSubscribe to the TSP Mailing List to gain access to exclusive newsletter-only content and early access to information on upcoming episodes: https://thestartuppodcast.beehiiv.com/subscribe Secure your official TSP merchandise at https://shop.tsp.show/ Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGg Give us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksThe Startup Podcast is sponsored by Vanta. Vanta helps businesses get and stay compliant by automating up to 90% of the work for the most in-demand compliance frameworks.With over 200 integrations, you can easily monitor and secure the tools your business relies on. For a limited-time offer of US$1,000 off, go to www.vanta.com/tsp .Get your question in for our next Q&A episode: https://forms.gle/NZzgNWVLiFmwvFA2A The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 1:1 with Chris: http://chrissaad.com/advisory/ Follow Chris on Linkedin: https://www.linkedin.com/in/chrissaad/ Follow Yaniv on Linkedin: https://www.linkedin.com/in/ybernstein/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurIntro Voice: Jeremiah Owyang https://web-strategist.com/

This episode is sponsored in part by Dalia—Talent teams are sitting on a powerful asset: candidate and lead data in their CRM. But knowing how—and when—to convert those leads into applicants and hires? That's the hard part. That's why Dalia is offering a free CRM Audit to help you unlock more value from the systems you've already invested in.…. Go to dalia.co/rectechcrm to get your free CRM audit today AND by jobcase, Jobcase is an online community where workers of all kinds – like hourly employees, tradespeople and healthcare technicians – access jobs, make connections, and support each other in any aspect of their work life.Visit jobcase.com/hire and tap into their 120 million strong  job seeker network Glider AI, the Skills Validation Platform™, today announced the launch of Agentic AI Interviews, a breakthrough solution that delivers real-time, human-like interviews in multiple languages—validating skills for any role through dynamic, two-way conversations and real-world tasks. https://hrtechfeed.com/glider-ai-launches-agentic-ai-interviews/ Yello, a leading provider of early talent acquisition software solutions, announces the launch of Hello App, a new mobile app to help employers create personalized and branded event experiences for candidates.  https://hrtechfeed.com/yello-launches-hello-app-for-campus-recruiting-events/ Cronofy, a UK-based provider of embedded interview/meeting scheduling infrastructure, has secured a £15 million investment from BGF, one of the UK and Ireland's most active growth capital investors. The funding will support Cronofy's ongoing expansion and product development as it continues to streamline complex scheduling processes for businesses globally. https://hrtechfeed.com/cronofy-lands-big-investment/ Rippling has raised $450M in new financing and signed agreements to repurchase up to $200M of equity from current and former employees. The financing includes investment from Elad Gil, Sands Capital, GIC, Growth Equity at Goldman Sachs Alternatives, Baillie Gifford, and Y Combinator, along with participation from existing investors. https://hrtechfeed.com/rippling-announces-series-g/  

Despite courtroom chaos, Rippling is still going full steam ahead. The HR tech startup at the center of an increasingly dramatic legal battle with rival Deel just raised a fresh $450 million in funding at a $16.8 billion valuation, and launched a new “Startup Stack” to woo early-stage companies—winning over Y Combinator as both an investor and a client. The funding lands amid the company's high-profile legal fight with Deel, which Rippling accuses of movie-worthy corporate espionage, complete with secret crypto payments and decoy Slack channels. Deel has denied the claims and fired back with its own lawsuit, calling Rippling's accusations a “distraction.” Today on Equity, Mary Ann Azevedo and Charles Rollet are digging into the HR tech showdown from legal drama to IPO implications and global intrigue. Listen to the full episode to hear more about: The alleged spy, Rippling's evidence, and Deel's denials YC's involvement in Rippling's latest project, and why the move is raising eyebrows The potential impact on IPOs for both companies  Equity is TechCrunch's flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday.  Subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. For the full episode transcript, for those who prefer reading over listening, check out our full archive of episodes here. Credits: Equity is produced by Theresa Loconsolo with editing by Kell. We'd also like to thank TechCrunch's audience development team. Thank you so much for listening, and we'll talk to you next time. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode overview: In this conversation, Verto co-founder and CEO Ola Oyetayo shares the journey of building a cross-border payments platform that tackles the unique challenges African businesses face when making international transactions. Since graduating from Y Combinator in 2019, Verto has established itself as what Oyetayo describes as a profitable and cashflow positive fintech serving multiple African markets. Incidentally, the company recently made headlines after winning the prestigious $1 million Milken-Motsepe Prize in FinTech. He discusses his team's pragmatic approach to addressing payment barriers in emerging markets, why traditional financial institutions have failed to serve these regions effectively, and how technology can disrupt traditional banking networks that have historically excluded certain markets. Andile Masuku engages Oyetayo on the evolution of fintech in Africa, the role of privilege and networks in business success, and the future potential of stablecoins to revolutionise cross-border payments in ways that might prove more transformative for emerging markets than developed ones. Key topics: - Verto's position in the cross-border payments landscape - The strategic decision to focus on B2B rather than consumer payments - The untapped $286 billion trade flow between Africa and China - Why 96-97% of business cross-border payments still go through traditional banks - The innovator's dilemma Verto faces with the rise of stablecoins Notable points: 1. In 2018, Oyetayo launched Verto's business model alongside his co-founder Anthony Oduu after spotting a solutions gap for African businesses making international payments outside of traditional banks 2. Verto has been profitable and cash flow positive for approximately 18 months 3. How a chance meeting with legendary VC Vinod Khosla at YC in 2019 first turned him on to the stablecoin investment opportunity—years before they became mainstream 4. The company operates in Nigeria, South Africa, Kenya, Tanzania and the Francophone region 5. Despite previous experience in institutional finance, Oyetayo admits "ignorance is bliss" helped him tackle a problem others saw as too risky 6. The potential of stablecoins to solve liquidity, volatility and capital control challenges in emerging markets Listen out for Oyetayo's take on Paystack's B2C play Zap, the fintech ecosystem implications of Moniepoint's "unicornification," and his contrarian insight that stablecoins will revolutionise emerging markets while having minimal impact in developed economies: "This is not a popular opinion... There's just no case for stablecoins in developed markets. People talk about, oh, it's going to disrupt Visa and MasterCard... I don't see that coming anytime soon." Image credit: Verto

У цьому епізоді говоримо про те, як AI трансформує сучасні бізнеси:- Як змінюються компанії, ролі та процеси?– Як інтегрувати AI у команду?– Які процеси варто автоматизувати вже зараз?– Як виглядають AI-first компанії з малими, але продуктивними командами?– Хто такі orchestration-розробники і що таке vibe coding?- Чгму тепер стартапи досягають $100+ млн ARR командами, які можна вмістити в одному мітинг-румі?Також ділюсь власним досвідом: ми запускаємо Easyflow: https://easy-flow.ai/ - продуктайз-сервіс для автоматизації бізнес-процесів через AI-агентів. Це рішення для малого та середнього бізнесу, що дозволяє масштабуватись без додаткового найму, передаючи рутинні задачі AI, а свою поточну команду фокусувати на найважливіших завданнях та напрямках.Більше тут: https://easy-flow.ai Цей епізод про тенденції ринку, роль AI в командах і те, у що зараз інвестують топ-фонди на кшталт Y Combinator.Зворотній зв'язок та реклама: flow@kindgeek.comПідписатись на email розсилку: ⁠⁠⁠⁠⁠⁠http://eepurl.com/iQh5ag⁠⁠⁠⁠⁠⁠Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/ygnatyuk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook: ⁠⁠⁠⁠⁠⁠https://www.facebook.com/gnatyuk.yuriy/⁠⁠⁠⁠⁠⁠Telegram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://t.me/yuragnatyuk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram: ⁠⁠⁠⁠⁠⁠https://www.instagram.com/y.gnatyuk/⁠⁠⁠⁠⁠⁠Підтримати на ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Patreon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: ⁠⁠⁠⁠⁠⁠https://www.patreon.com/flowpodcast

join wall-e for today's tech briefing on wednesday, may 14th, covering the latest industry headlines: chime's ipo preparations: digital banking leader chime is moving toward an ipo with s-1 filing, collaborating with top investment banks, alongside a significant $33 million sponsorship with the dallas mavericks. harvey's ai expansion: legal tech firm harvey is expanding its ai model integrations beyond openai to include technology from anthropic and google, marking a strategic shift in the legal ai landscape. y combinator vs. google: y combinator files an amicus brief in a u.s. antitrust case against google, challenging the tech giant's alleged monopolistic practices affecting startups. apple's new accessibility features: apple unveils updates like accessibility nutrition labels and brain implant controls, reinforcing its commitment to inclusivity through technology. aws & humain partnership: aws strengthens its global presence with a $5 billion-plus partnership with saudi-backed ai company humain, aiming to create an "ai zone" in saudi arabia. stay tuned for more updates in tomorrow's briefing!

In this episode of BetterTech, Ismail, CTO and Co-founder of Superagent, joins Haseeb Khan for a deep dive into the evolving role of AI agents in modern work environments. Backed by Y Combinator, Superagent is building a platform where humans and AI collaborate like real teammates. Ismail shares how their approach replaces bloated tools with a single, intelligent agent that operates autonomously across systems. He discusses the shift from “human-in-the-loop” to “agent-in-the-loop,” the importance of context in AI performance, and how lean teams can now achieve massive scale. A must-listen for anyone building in AI, SaaS, or enterprise productivity.

What if the world's most connected tech investor handed you his mental playbook? Elad Gil, an investor behind Airbnb, Stripe, Coinbase and Anduril, flips conventional wisdom on its head and prioritizes market opportunities over founders. Elad decodes why innovation has clustered geographically throughout history, from Renaissance Florence to Silicon Valley, where today 25% of global tech wealth is created. We get into why he believes AI is dramatically under-hyped and still under-appreciated, why remote work hampers innovation, and the self-inflicted wounds that he's seen kill most startups.   This is a masterclass in pattern recognition from one of tech's most consistent and accurate forecasters, revealing the counterintuitive principles behind identifying world-changing ideas.  Disclaimer: This episode was recorded in January. The pace of AI development is staggering, and some of what we discussed has already evolved. But the mental models Elad shares about strategy, judgment, and high-agency thinking are timeless and will remain relevant for years to come. Approximate timestamps: Subject to variation due to dynamically inserted ads. (2:13) - Investing in Startups (3:25) - Identifying Outlier Teams (6:37) - Tech Clusters (9:55) - Remote Work and Innovation (11:19) - Role of Y Combinator (15:19) - The Waves of AI Companies (20:24) - AI's Problem Solving Capabilities (26:13) - AI's Learning Process (30:41) - Prompt Engineering and AI (32:00) - AI's Role in Future Development (34:37) - AI's Impact on Self-Driving Technology (40:16) - The Role of Open Source in AI (43:23) - The Future of AI in Big Players (44:23) - Regulation and Safety Concerns in AI (49:11) - Common Self-Inflicted Wounds (51:34) - Scaling the CEO and Avoiding Conventional Wisdom (55:21) - Workplace Culture (58:39) - Patterns Among Outlier CEOs (1:15:50) - Remote Work and its Implications (1:18:47) - The Impact of Clusters and Exceptional Individuals (1:25:41) - Investing in Defense Technology (1:27:38) - Business Model Shift in the Defense Industry (1:31:46) - Changes in Warfare SHOPIFY: Upgrade your business and get the same checkout I use. Sign up for your one-dollar-per-month trial period at shopify.com/knowledgeproject NORDVPN: To get the best discount off your NordVPN plan go to nordvpn.com/KNOWLEDGEPROJECT. Our link will also give you 4 extra months on the 2-year plan. There's no risk with Nord's 30 day money-back guarantee! Newsletter - The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at ⁠fs.blog/newsletter⁠ Upgrade — If you want to hear my thoughts and reflections at the end of the episode, join our membership: ⁠⁠⁠⁠⁠⁠⁠⁠fs.blog/membership⁠⁠⁠ and get your own private feed. Watch on YouTube: ⁠@tkppodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's show: Jason, Lon & Alex are back with a spicy Monday episode of This Week in Startups. Jason goes off on unions vs capitalism, we dig into why fewer seed startups are making it to Series A, and look at OpenAI's quiet copyright land grab. Plus: YC says Google should be broken up (then kind of walks it back), Perplexity's wild $14B valuation, and Saudi Arabia wants its own national AI. We wrap with an Office Hours chat with Kevin Bondzio from Streamfog on the future of AR ads in livestreaming.*Timestamps:(2:38) Why Jason's obsessed with Reddit's anti-work community(10:30) Coda - Get started for free at https://coda.io/twist(12:21) Seed Stage Graduation rates(20:43) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist(26:11) What's going on with Tech M&A?(30:04) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist(33:50) What's going on with the Copyright Office?(37:24) Licensing and competitive advantage in the AI era(48:28) AI and the future of subscription-based content(56:42) StreamFog wants to change the way creators advertise(1:14:13) Perplexity's mega-valuation gets even mega-er(1:19:13) How Saudi Arabia just became an AI startup(1:22:05) Y Combinator pokes it's nose in the Google antitrust case*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/v19fcp*Links from episode:Check out Streamfog: https://streamfog.com/Check out Peter Walkers post on “Graduating from Seed to Series A” https://x.com/PeterJ_Walker/status/1921288778192200087Learn about the HUMAIN here: https://www.spa.gov.sa/en/N2316474*Follow Kev:X: https://x.com/kevbondzioLinkedIn: https://www.linkedin.com/in/kevin-bondzio/*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis*Thank you to our partners:(10:30) Coda - Get started for free at https://coda.io/twist(20:43) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist(30:04) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist*Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland*Check out Jason's suite of newsletters: https://substack.com/@calacanis*Follow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com*Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Immad Akhund is the CEO of Mercury. Launched in 2019, Mercury has raised $500M in funding from Sequoia, Coatue, CRV, Andreessen Horowitz and others. He is a former part-time partner at Y Combinator and is an active angel investor, with more than 350 investments in startups including Rippling, AirTable, Rappi, Applied Intuition, and Substack. In Today's Episode We Discuss: 04:38 Exclusive News: New Fund Announcement 05:15 Lessons from 350 Angel Investments 12:27 Why Founders Should Always Push for the Highest Price 14:40 Biggest Wins and Misses in Angel Investing 22:56 How Sequoia Came to Lead the Series C for Mercury 31:32 Why Move From Angel to VC 33:41 Is It Wrong For Founders to Also Have Funds with LP Capital? 36:28 AI Investments: Overhyped or Worthwhile? 41:14 Raising a First Time Fund: Challenges & Surprises 49:47 The Future of Venture Capital 54:36 Quickfire Questions and Reflections  

219 | Samuel und Alex reden über die Tech-Szene und pitchen sich Geschäftsideen. Alex war auf der OMR, Samuel baut einen Founders Circle auf, Alex ist einem neuen China-Scam auf der Spur und mehr.Mach das 1-minütige Quiz und finde die Geschäftsidee, die zu dir passt. Klick hier: digitaleoptimisten.de/quiz.Kapitel:(00:00) Intro(02:40) Alex auf der OMR(06:15) Samuel baut ein Startup Ökosystem in St. Gallen auf(20:52) Industrielle Revolution vs. KI Revolution: Werden wir alle dumm?(40:00) Neue Startup-Ideen aus dem Y Combinator(32:00) Obacht: Neue Scams aus China wegen Trumps Zöllen(51:14) Samuels Geschäftsidee: Real Life GPT(1:01:44) Alex' Geschäftsidee: Newsletter Co-Ownership PlatformMehr Kontext:In dieser Episode diskutieren Alex Mrozek und Samuel Schneider über persönliche Updates, den Aufbau eines Startup-Ökosystems in St. Gallen, die Interaktion mit Ralf Möller und die gesellschaftlichen Auswirkungen von Künstlicher Intelligenz. Sie reflektieren über die Herausforderungen und Chancen, die sich aus der aktuellen technologischen Revolution ergeben, und erörtern, wie Networking und Zusammenarbeit in der Startup-Szene gefördert werden können. In dieser Episode diskutieren die Sprecher die Auswirkungen von Social Media auf unsere Geduld und Konzentration, die Rolle von KI in der Kommunikation, Strategien zur Reduzierung der Handynutzung und die Herausforderungen der digitalen Ablenkung. Zudem wird die Zukunft von Startups und die Bedeutung von KI-Technologie thematisiert, insbesondere im Kontext von Y Combinator und den Möglichkeiten, die sich daraus ergeben. In dieser Episode diskutieren Alex Mrozek und Samuel verschiedene Themen, die von der Navigation ohne moderne Technologie bis hin zu innovativen Geschäftsideen reichen. Sie reflektieren über die Rolle von KI in der Lebensberatung und die Bedeutung menschlicher Beziehungen in einer zunehmend technologisierten Welt. Zudem wird die Idee einer Newsletter Co-Ownership Plattform als neue Marketingstrategie vorgestellt, die Marken und Influencer zusammenbringt, um relevanten Content zu schaffen.Keywords:Podcast, Startup, Künstliche Intelligenz, St. Gallen, Networking, Ralf Möller, OMR, Unternehmer, Innovation, Gesellschaft, Social Media, Geduld, KI, Kommunikation, Handynutzung, digitale Ablenkung, Startups, Technologie, Innovation, Y Combinator, Technologie, Weltraum, Innovation, Geschäftsideen, KI, Lebensberatung, Newsletter, Marketing, Social Media, Disruption

This week we sat down with James Flynn, an investor at Sequoia. James focuses on growth-stage investments for Sequoia and was previously an investor at General Atlantic.  During the episode, we cover James's journey to Sequoia, highlighting intellectual curiosity and his competitive spirit as key attributes in his path to the firm. The conversation features a number of fascinating perspectives across investing in "daring" companies, including James's take on the relative importance of business model / founder / market in making an investment decision. We also cover how James thinks about absolute valuation as opposed to a multiple, and how he believes junior investors can add value.  James's energy is infectious and his eloquence and clarity of thought stand out, making the conversation one of our most fascinating yet. Episode Chapters:Key personal characteristics - 2:19James's journey post-college - 9:30Breaking in to Sequoia - 12:55Taking the shot - 13:55 Underwriting thoughts - numbers support the story - 21:33Sequoia's singular KPI - 27:45How junior investors can add value - 30:10Absolute valuation matters - 35:31 James's areas of focus - 38:32 Implications on education - 41:12Quick fire round - 43:26As always, feel free to contact us at partnerpathpodcast@gmail.com. We would love to hear ideas for content, guests, and overall feedback.This episode is brought to you by Grata, the world's leading deal sourcing platform. Our AI-powered search, investment-grade data, and intuitive workflows give you the edge needed to find and win deals in your industry. Visit grata.com to schedule a demo today.Fresh out of Y Combinator's Summer batch, Overlap is an AI-driven app that uses LLMs to curate the best moments from podcast episodes. Imagine having a smart assistant who reads through every podcast transcript, finds the best parts or parts most relevant to your search, and strings them together to form a new curated stream of content - that is what Overlap does. Podcasts are an exponentially growing source of unique information. Make use of it! Check out Overlap 2.0 on the App Store today.

Pour l'épisode de cette semaine, je reçois Louis Lecat, co-fondateur et CEO de Upstream.Upstream, c'est un client email collaboratif qui ambitionne de transformer la façon dont les équipes communiquent, en combinant email et chat dans une seule interface moderne et structurée.Au cours de notre échange, Louis revient sur son riche parcours dans le produit, de San Francisco à Paris : AgileOne, Asana, Algolia… avant de co-fonder Upstream avec Jonathan Tiret (ex-VP Engineering chez Doctrine). Ensemble, ils ont pris le contrepied des approches classiques en choisissant de construire pendant près de deux ans une solution robuste avant de lancer, notamment en passant par Y Combinator en 2023.Nous avons parlé des choix techniques et UX derrière Upstream, de la stratégie produit, de leur approche très intentionnelle du recrutement et de la culture d'entreprise, mais aussi de leurs enjeux à venir côté go-to-market pour faire adopter un nouveau standard de communication dans les équipes.Vous pouvez suivre Louis sur LinkedIn.Bonne écoute !Mentionné pendant l'épisode :Y CombinatorSuperhumanStratechery de Ben ThompsonLenny's NewsletterPour soutenir SaaS Connection en 1 minute⏱ (et 2 secondes) :Abonnez-vous à SaaS Connection sur votre plateforme préférée pour ne rater aucun épisode

Gros épisode qui couvre un large spectre de sujets : Java, Scala, Micronaut, NodeJS, l'IA et la compétence des développeurs, le sampling dans les LLMs, les DTO, le vibe coding, les changements chez Broadcom et Red Hat ainsi que plusieurs nouvelles sur les licences open source. Enregistré le 7 mai 2025 Téléchargement de l'épisode LesCastCodeurs-Episode-325.mp3 ou en vidéo sur YouTube. News Langages A l'occasion de JavaOne et du lancement de Java 24, Oracle lance un nouveau site avec des ressources vidéo pour apprendre le langage https://learn.java/ site plutôt à destination des débutants et des enseignants couvre la syntaxe aussi, y compris les ajouts plus récents comme les records ou le pattern matching c'est pas le site le plus trendy du monde. Martin Odersky partage un long article sur l'état de l'écosystème Scala et les évolutions du language https://www.scala-lang.org/blog/2025/03/24/evolving-scala.html Stabilité et besoin d'évolution : Scala maintient sa position (~14ème mondial) avec des bases techniques solides, mais doit évoluer face à la concurrence pour rester pertinent. Axes prioritaires : L'évolution se concentre sur l'amélioration du duo sécurité/convivialité, le polissage du langage (suppression des “rugosités”) et la simplification pour les débutants. Innovation continue : Geler les fonctionnalités est exclu ; l'innovation est clé pour la valeur de Scala. Le langage doit rester généraliste et ne pas se lier à un framework spécifique. Défis et progrès : L'outillage (IDE, outils de build comme sbt, scala-cli, Mill) et la facilité d'apprentissage de l'écosystème sont des points d'attention, avec des améliorations en cours (partenariat pédagogique, plateformes simples). Des strings encore plus rapides ! https://inside.java/2025/05/01/strings-just-got-faster/ Dans JDK 25, la performance de la fonction String::hashCode a été améliorée pour être principalement constant foldable. Cela signifie que si les chaînes de caractères sont utilisées comme clés dans une Map statique et immuable, des gains de performance significatifs sont probables. L'amélioration repose sur l'annotation interne @Stable appliquée au champ privé String.hash. Cette annotation permet à la machine virtuelle de lire la valeur du hash une seule fois et de la considérer comme constante si elle n'est pas la valeur par défaut (zéro). Par conséquent, l'opération String::hashCode peut être remplacée par la valeur de hash connue, optimisant ainsi les lookups dans les Map immuables. Un cas limite est celui où le code de hachage de la chaîne est zéro, auquel cas l'optimisation ne fonctionne pas (par exemple, pour la chaîne vide “”). Bien que l'annotation @Stable soit interne au JDK, un nouveau JEP (JEP 502: Stable Values (Preview)) est en cours de développement pour permettre aux utilisateurs de bénéficier indirectement de fonctionnalités similaires. AtomicHash, une implémentation Java d'une HashMap qui est thread-safe, atomique et non-bloquante https://github.com/arxila/atomichash implémenté sous forme de version immutable de Concurrent Hash Trie Librairies Sortie de Micronaut 4.8.0 https://micronaut.io/2025/04/01/micronaut-framework-4-8-0-released/ Mise à jour de la BOM (Bill of Materials) : La version 4.8.0 met à jour la BOM de la plateforme Micronaut. Améliorations de Micronaut Core : Intégration de Micronaut SourceGen pour la génération interne de métadonnées et d'expressions bytecode. Nombreuses améliorations dans Micronaut SourceGen. Ajout du traçage de l'injection de dépendances pour faciliter le débogage au démarrage et à la création des beans. Nouveau membre definitionType dans l'annotation @Client pour faciliter le partage d'interfaces entre client et serveur. Support de la fusion dans les Bean Mappers via l'annotation @Mapping. Nouvelle liveness probe détectant les threads bloqués (deadlocked) via ThreadMXBean. Intégration Kubernetes améliorée : Mise à jour du client Java Kubernetes vers la version 22.0.1. Ajout du module Micronaut Kubernetes Client OpenAPI, offrant une alternative au client officiel avec moins de dépendances, une configuration unifiée, le support des filtres et la compatibilité Native Image. Introduction d'un nouveau runtime serveur basé sur le serveur HTTP intégré de Java, permettant de créer des applications sans dépendances serveur externes. Ajout dans Micronaut Micrometer d'un module pour instrumenter les sources de données (traces et métriques). Ajout de la condition condition dans l'annotation @MetricOptions pour contrôler l'activation des métriques via une expression. Support des Consul watches dans Micronaut Discovery Client pour détecter les changements de configuration distribuée. Possibilité de générer du code source à partir d'un schéma JSON via les plugins de build (Gradle et Maven). Web Node v24.0.0 passe en version Current: https://nodejs.org/en/blog/release/v24.0.0 Mise à jour du moteur V8 vers la version 13.6 : intégration de nouvelles fonctionnalités JavaScript telles que Float16Array, la gestion explicite des ressources (using), RegExp.escape, WebAssembly Memory64 et Error.isError. npm 11 inclus : améliorations en termes de performance, de sécurité et de compatibilité avec les packages JavaScript modernes. Changement de compilateur pour Windows : abandon de MSVC au profit de ClangCL pour la compilation de Node.js sur Windows. AsyncLocalStorage utilise désormais AsyncContextFrame par défaut : offrant une gestion plus efficace du contexte asynchrone. URLPattern disponible globalement : plus besoin d'importer explicitement cette API pour effectuer des correspondances d'URL. Améliorations du modèle de permissions : le flag expérimental --experimental-permission devient --permission, signalant une stabilité accrue de cette fonctionnalité. Améliorations du test runner : les sous-tests sont désormais attendus automatiquement, simplifiant l'écriture des tests et réduisant les erreurs liées aux promesses non gérées. Intégration d'Undici 7 : amélioration des capacités du client HTTP avec de meilleures performances et un support étendu des fonctionnalités HTTP modernes. Dépréciations et suppressions : Dépréciation de url.parse() au profit de l'API WHATWG URL. Suppression de tls.createSecurePair. Dépréciation de SlowBuffer. Dépréciation de l'instanciation de REPL sans new. Dépréciation de l'utilisation des classes Zlib sans new. Dépréciation du passage de args à spawn et execFile dans child_process. Node.js 24 est actuellement la version “Current” et deviendra une version LTS en octobre 2025. Il est recommandé de tester cette version pour évaluer son impact sur vos applications. Data et Intelligence Artificielle Apprendre à coder reste crucial et l'IA est là pour venir en aide : https://kyrylo.org/software/2025/03/27/learn-to-code-ignore-ai-then-use-ai-to-code-even-better.html Apprendre à coder reste essentiel malgré l'IA. L'IA peut assister la programmation. Une solide base est cruciale pour comprendre et contrôler le code. Cela permet d'éviter la dépendance à l'IA. Cela réduit le risque de remplacement par des outils d'IA accessibles à tous. L'IA est un outil, pas un substitut à la maîtrise des fondamentaux. Super article de Anthropic qui essaie de comprendre comment fonctionne la “pensée” des LLMs https://www.anthropic.com/research/tracing-thoughts-language-model Effet boîte noire : Stratégies internes des IA (Claude) opaques aux développeurs et utilisateurs. Objectif : Comprendre le “raisonnement” interne pour vérifier capacités et intentions. Méthode : Inspiration neurosciences, développement d'un “microscope IA” (regarder quels circuits neuronaux s'activent). Technique : Identification de concepts (“features”) et de “circuits” internes. Multilinguisme : Indice d'un “langage de pensée” conceptuel commun à toutes les langues avant de traduire dans une langue particulière. Planification : Capacité à anticiper (ex: rimes en poésie), pas seulement de la génération mot par mot (token par token). Raisonnement non fidèle : Peut fabriquer des arguments plausibles (“bullshitting”) pour une conclusion donnée. Logique multi-étapes : Combine des faits distincts, ne se contente pas de mémoriser. Hallucinations : Refus par défaut ; réponse si “connaissance” active, sinon risque d'hallucination si erreur. “Jailbreaks” : Tension entre cohérence grammaticale (pousse à continuer) et sécurité (devrait refuser). Bilan : Méthodes limitées mais prometteuses pour la transparence et la fiabilité de l'IA. Le “S” dans MCP veut dire Securité (ou pas !) https://elenacross7.medium.com/%EF%B8%8F-the-s-in-mcp-stands-for-security-91407b33ed6b La spécification MCP pour permettre aux LLMs d'avoir accès à divers outils et fonctions a peut-être été adoptée un peu rapidement, alors qu'elle n'était pas encore prête niveau sécurité L'article liste 4 types d'attaques possibles : vulnérabilité d'injection de commandes attaque d'empoisonnement d'outils redéfinition silencieuse de l'outil le shadowing d'outils inter-serveurs Pour l'instant, MCP n'est pas sécurisé : Pas de standard d'authentification Pas de chiffrement de contexte Pas de vérification d'intégrité des outils Basé sur l'article de InvariantLabs https://invariantlabs.ai/blog/mcp-security-notification-tool-poisoning-attacks Sortie Infinispan 15.2 - pre rolling upgrades 16.0 https://infinispan.org/blog/2025/03/27/infinispan-15-2 Support de Redis JSON + scripts Lua Métriques JVM désactivables Nouvelle console (PatternFly 6) Docs améliorées (métriques + logs) JDK 17 min, support JDK 24 Fin du serveur natif (performances) Guillaume montre comment développer un serveur MCP HTTP Server Sent Events avec l'implémentation de référence Java et LangChain4j https://glaforge.dev/posts/2025/04/04/mcp-client-and-server-with-java-mcp-sdk-and-langchain4j/ Développé en Java, avec l'implémentation de référence qui est aussi à la base de l'implémentation dans Spring Boot (mais indépendant de Spring) Le serveur MCP est exposé sous forme de servlet dans Jetty Le client MCP lui, est développé avec le module MCP de LangChain4j c'est semi independant de Spring dans le sens où c'est dépendant de Reactor et de ses interface. il y a une conversation sur le github d'anthropic pour trouver une solution, mais cela ne parait pas simple. Les fallacies derrière la citation “AI won't replace you, but humans using AI will” https://platforms.substack.com/cp/161356485 La fallacie de l'automatisation vs. l'augmentation : Elle se concentre sur l'amélioration des tâches existantes avec l'IA au lieu de considérer le changement de la valeur de ces tâches dans un nouveau système. La fallacie des gains de productivité : L'augmentation de la productivité ne se traduit pas toujours par plus de valeur pour les travailleurs, car la valeur créée peut être capturée ailleurs dans le système. La fallacie des emplois statiques : Les emplois sont des constructions organisationnelles qui peuvent être redéfinies par l'IA, rendant les rôles traditionnels obsolètes. La fallacie de la compétition “moi vs. quelqu'un utilisant l'IA” : La concurrence évolue lorsque l'IA modifie les contraintes fondamentales d'un secteur, rendant les compétences existantes moins pertinentes. La fallacie de la continuité du flux de travail : L'IA peut entraîner une réimagination complète des flux de travail, éliminant le besoin de certaines compétences. La fallacie des outils neutres : Les outils d'IA ne sont pas neutres et peuvent redistribuer le pouvoir organisationnel en changeant la façon dont les décisions sont prises et exécutées. La fallacie du salaire stable : Le maintien d'un emploi ne garantit pas un salaire stable, car la valeur du travail peut diminuer avec l'augmentation des capacités de l'IA. La fallacie de l'entreprise stable : L'intégration de l'IA nécessite une restructuration de l'entreprise et ne se fait pas dans un vide organisationnel. Comprendre le “sampling” dans les LLMs https://rentry.co/samplers Explique pourquoi les LLMs utilisent des tokens Les différentes méthodes de “sampling” : càd de choix de tokens Les hyperparamètres comme la température, top-p, et leur influence réciproque Les algorithmes de tokenisation comme Byte Pair Encoding et SentencePiece. Un de moins … OpenAI va racheter Windsurf pour 3 milliards de dollars. https://www.bloomberg.com/news/articles/2025-05-06/openai-reaches-agreement-to-buy-startup-windsurf-for-3-billion l'accord n'est pas encore finalisé Windsurf était valorisé à 1,25 milliards l'an dernier et OpenAI a levé 40 milliards dernièrement portant sa valeur à 300 milliards Le but pour OpenAI est de rentrer dans le monde des assistants de code pour lesquels ils sont aujourd'hui absent Docker desktop se met à l'IA… ? Une nouvelle fonctionnalité dans docker desktop 4.4 sur macos: Docker Model Runner https://dev.to/docker/run-genai-models-locally-with-docker-model-runner-5elb Permet de faire tourner des modèles nativement en local ( https://docs.docker.com/model-runner/ ) mais aussi des serveurs MCP ( https://docs.docker.com/ai/mcp-catalog-and-toolkit/ ) Outillage Jetbrains défend la suppression des commentaires négatifs sur son assistant IA https://devclass.com/2025/04/30/jetbrains-defends-removal-of-negative-reviews-for-unpopular-ai-assistant/?td=rt-3a L'IA Assistant de JetBrains, lancée en juillet 2023, a été téléchargée plus de 22 millions de fois mais n'est notée que 2,3 sur 5. Des utilisateurs ont remarqué que certaines critiques négatives étaient supprimées, ce qui a provoqué une réaction négative sur les réseaux sociaux. Un employé de JetBrains a expliqué que les critiques ont été supprimées soit parce qu'elles mentionnaient des problèmes déjà résolus, soit parce qu'elles violaient leur politique concernant les “grossièretés, etc.” L'entreprise a reconnu qu'elle aurait pu mieux gérer la situation, un représentant déclarant : “Supprimer plusieurs critiques d'un coup sans préavis semblait suspect. Nous aurions dû au moins publier un avis et fournir plus de détails aux auteurs.” Parmi les problèmes de l'IA Assistant signalés par les utilisateurs figurent : un support limité pour les fournisseurs de modèles tiers, une latence notable, des ralentissements fréquents, des fonctionnalités principales verrouillées aux services cloud de JetBrains, une expérience utilisateur incohérente et une documentation insuffisante. Une plainte courante est que l'IA Assistant s'installe sans permission. Un utilisateur sur Reddit l'a qualifié de “plugin agaçant qui s'auto-répare/se réinstalle comme un phénix”. JetBrains a récemment introduit un niveau gratuit et un nouvel agent IA appelé Junie, destiné à fonctionner parallèlement à l'IA Assistant, probablement en réponse à la concurrence entre fournisseurs. Mais il est plus char a faire tourner. La société s'est engagée à explorer de nouvelles approches pour traiter les mises à jour majeures différemment et envisage d'implémenter des critiques par version ou de marquer les critiques comme “Résolues” avec des liens vers les problèmes correspondants au lieu de les supprimer. Contrairement à des concurrents comme Microsoft, AWS ou Google, JetBrains commercialise uniquement des outils et services de développement et ne dispose pas d'une activité cloud distincte sur laquelle s'appuyer. Vos images de README et fichiers Markdown compatibles pour le dark mode de GitHub: https://github.blog/developer-skills/github/how-to-make-your-images-in-markdown-on-github-adjust-for-dark-mode-and-light-mode/ Seulement quelques lignes de pure HTML pour le faire Architecture Alors, les DTOs, c'est bien ou c'est pas bien ? https://codeopinion.com/dtos-mapping-the-good-the-bad-and-the-excessive/ Utilité des DTOs : Les DTOs servent à transférer des données entre les différentes couches d'une application, en mappant souvent les données entre différentes représentations (par exemple, entre la base de données et l'interface utilisateur). Surutilisation fréquente : L'article souligne que les DTOs sont souvent utilisés de manière excessive, notamment pour créer des API HTTP qui ne font que refléter les entités de la base de données, manquant ainsi l'opportunité de composer des données plus riches. Vraie valeur : La valeur réelle des DTOs réside dans la gestion du couplage entre les couches et la composition de données provenant de sources multiples en formes optimisées pour des cas d'utilisation spécifiques. Découplage : Il est suggéré d'utiliser les DTOs pour découpler les modèles de données internes des contrats externes (comme les API), ce qui permet une évolution et une gestion des versions indépendantes. Exemple avec CQRS : Dans le cadre de CQRS (Command Query Responsibility Segregation), les réponses aux requêtes (queries) agissent comme des DTOs spécifiquement adaptés aux besoins de l'interface utilisateur, pouvant inclure des données de diverses sources. Protection des données internes : Les DTOs aident à distinguer et protéger les modèles de données internes (privés) des changements externes (publics). Éviter l'excès : L'auteur met en garde contre les couches de mapping excessives (mapper un DTO vers un autre DTO) qui n'apportent pas de valeur ajoutée. Création ciblée : Il est conseillé de ne créer des DTOs que lorsqu'ils résolvent des problèmes concrets, tels que la gestion du couplage ou la facilitation de la composition de données. Méthodologies Même Guillaume se met au “vibe coding” https://glaforge.dev/posts/2025/05/02/vibe-coding-an-mcp-server-with-micronaut-and-gemini/ Selon Andrey Karpathy, c'est le fait de POC-er un proto, une appli jetable du weekend https://x.com/karpathy/status/1886192184808149383 Mais Simon Willison s'insurge que certains confondent coder avec l'assistance de l'IA avec le vibe coding https://simonwillison.net/2025/May/1/not-vibe-coding/ Guillaume c'est ici amusé à développer un serveur MCP avec Micronaut, en utilisant Gemini, l'IA de Google. Contrairement à Quarkus ou Spring Boot, Micronaut n'a pas encore de module ou de support spécifique pour faciliter la création de serveur MCP Sécurité Une faille de sécurité 10/10 sur Tomcat https://www.it-connect.fr/apache-tomcat-cette-faille-activement-exploitee-seulement-30-heures-apres-sa-divulgation-patchez/ Une faille de sécurité critique (CVE-2025-24813) affecte Apache Tomcat, permettant l'exécution de code à distance Cette vulnérabilité est activement exploitée seulement 30 heures après sa divulgation du 10 mars 2025 L'attaque ne nécessite aucune authentification et est particulièrement simple à exécuter Elle utilise une requête PUT avec une charge utile Java sérialisée encodée en base64, suivie d'une requête GET L'encodage en base64 permet de contourner la plupart des filtres de sécurité Les serveurs vulnérables utilisent un stockage de session basé sur des fichiers (configuration répandue) Les versions affectées sont : 11.0.0-M1 à 11.0.2, 10.1.0-M1 à 10.1.34, et 9.0.0.M1 à 9.0.98 Les mises à jour recommandées sont : 11.0.3+, 10.1.35+ et 9.0.99+ Les experts prévoient des attaques plus sophistiquées dans les prochaines phases d'exploitation (upload de config ou jsp) Sécurisation d'un serveur ssh https://ittavern.com/ssh-server-hardening/ un article qui liste les configurations clés pour sécuriser un serveur SSH par exemple, enlever password authentigfication, changer de port, desactiver le login root, forcer le protocol ssh 2, certains que je ne connaissais pas comme MaxStartups qui limite le nombre de connections non authentifiées concurrentes Port knocking est une technique utile mais demande une approche cliente consciente du protocol Oracle admet que les identités IAM de ses clients ont leaké https://www.theregister.com/2025/04/08/oracle_cloud_compromised/ Oracle a confirmé à certains clients que son cloud public a été compromis, alors que l'entreprise avait précédemment nié toute intrusion. Un pirate informatique a revendiqué avoir piraté deux serveurs d'authentification d'Oracle et volé environ six millions d'enregistrements, incluant des clés de sécurité privées, des identifiants chiffrés et des entrées LDAP. La faille exploitée serait la vulnérabilité CVE-2021-35587 dans Oracle Access Manager, qu'Oracle n'avait pas corrigée sur ses propres systèmes. Le pirate a créé un fichier texte début mars sur login.us2.oraclecloud.com contenant son adresse email pour prouver son accès. Selon Oracle, un ancien serveur contenant des données vieilles de huit ans aurait été compromis, mais un client affirme que des données de connexion aussi récentes que 2024 ont été dérobées. Oracle fait face à un procès au Texas concernant cette violation de données. Cette intrusion est distincte d'une autre attaque contre Oracle Health, sur laquelle l'entreprise refuse de commenter. Oracle pourrait faire face à des sanctions sous le RGPD européen qui exige la notification des parties affectées dans les 72 heures suivant la découverte d'une fuite de données. Le comportement d'Oracle consistant à nier puis à admettre discrètement l'intrusion est inhabituel en 2025 et pourrait mener à d'autres actions en justice collectives. Une GitHub action très populaire compromise https://www.stepsecurity.io/blog/harden-runner-detection-tj-actions-changed-files-action-is-compromised Compromission de l'action tj-actions/changed-files : En mars 2025, une action GitHub très utilisée (tj-actions/changed-files) a été compromise. Des versions modifiées de l'action ont exposé des secrets CI/CD dans les logs de build. Méthode d'attaque : Un PAT compromis a permis de rediriger plusieurs tags de version vers un commit contenant du code malveillant. Détails du code malveillant : Le code injecté exécutait une fonction Node.js encodée en base64, qui téléchargeait un script Python. Ce script parcourait la mémoire du runner GitHub à la recherche de secrets (tokens, clés…) et les exposait dans les logs. Dans certains cas, les données étaient aussi envoyées via une requête réseau. Période d'exposition : Les versions compromises étaient actives entre le 12 et le 15 mars 2025. Tout dépôt, particulièrement ceux publiques, ayant utilisé l'action pendant cette période doit être considéré comme potentiellement exposé. Détection : L'activité malveillante a été repérée par l'analyse des comportements inhabituels pendant l'exécution des workflows, comme des connexions réseau inattendues. Réaction : GitHub a supprimé l'action compromise, qui a ensuite été nettoyée. Impact potentiel : Tous les secrets apparaissant dans les logs doivent être considérés comme compromis, même dans les dépôts privés, et régénérés sans délai. Loi, société et organisation Les startup the YCombinateur ont les plus fortes croissances de leur histoire https://www.cnbc.com/2025/03/15/y-combinator-startups-are-fastest-growing-in-fund-history-because-of-ai.html Les entreprises en phase de démarrage à Silicon Valley connaissent une croissance significative grâce à l'intelligence artificielle. Le PDG de Y Combinator, Garry Tan, affirme que l'ensemble des startups de la dernière cohorte a connu une croissance hebdomadaire de 10% pendant neuf mois. L'IA permet aux développeurs d'automatiser des tâches répétitives et de générer du code grâce aux grands modèles de langage. Pour environ 25% des startups actuelles de YC, 95% de leur code a été écrit par l'IA. Cette révolution permet aux entreprises de se développer avec moins de personnel - certaines atteignant 10 millions de dollars de revenus avec moins de 10 employés. La mentalité de “croissance à tout prix” a été remplacée par un renouveau d'intérêt pour la rentabilité. Environ 80% des entreprises présentées lors du “demo day” étaient centrées sur l'IA, avec quelques startups en robotique et semi-conducteurs. Y Combinator investit 500 000 dollars dans les startups en échange d'une participation au capital, suivi d'un programme de trois mois. Red Hat middleware (ex-jboss) rejoint IBM https://markclittle.blogspot.com/2025/03/red-hat-middleware-moving-to-ibm.html Les activités Middleware de Red Hat (incluant JBoss, Quarkus, etc.) vont être transférées vers IBM, dans l'unité dédiée à la sécurité des données, à l'IAM et aux runtimes. Ce changement découle d'une décision stratégique de Red Hat de se concentrer davantage sur le cloud hybride et l'intelligence artificielle. Mark Little explique que ce transfert était devenu inévitable, Red Hat ayant réduit ses investissements dans le Middleware ces dernières années. L'intégration vise à renforcer l'innovation autour de Java en réunissant les efforts de Red Hat et IBM sur ce sujet. Les produits Middleware resteront open source et les clients continueront à bénéficier du support habituel sans changement. Mark Little affirme que des projets comme Quarkus continueront à être soutenus et que cette évolution est bénéfique pour la communauté Java. Un an de commonhaus https://www.commonhaus.org/activity/253.html un an, démarré sur les communautés qu'ils connaissaient bien maintenant 14 projets et put en accepter plus confiance, gouvernance legère et proteger le futur des projets automatisation de l'administratif, stabiilité sans complexité, les developpeurs au centre du processus de décision ils ont besoins de members et supporters (financiers) ils veulent accueillir des projets au delà de ceux du cercles des Java Champions Spring Cloud Data Flow devient un produit commercial et ne sera plus maintenu en open source https://spring.io/blog/2025/04/21/spring-cloud-data-flow-commercial Peut-être sous l'influence de Broadcom, Spring se met à mettre en mode propriétaire des composants du portefeuille Spring ils disent que peu de gens l'utilisaent en mode OSS et la majorité venait d'un usage dans la plateforme Tanzu Maintenir en open source le coutent du temps qu'ils son't pas sur ces projets. La CNCF protège le projet NATS, dans la fondation depuis 2018, vu que la société Synadia qui y contribue souhaitait reprendre le contrôle du projet https://www.cncf.io/blog/2025/04/24/protecting-nats-and-the-integrity-of-open-source-cncfs-commitment-to-the-community/ CNCF : Protège projets OS, gouvernance neutre. Synadia vs CNCF : Veut retirer NATS, licence non-OS (BUSL). CNCF : Accuse Synadia de “claw back” (reprise illégitime). Revendications Synadia : Domaine nats.io, orga GitHub. Marque NATS : Synadia n'a pas transféré (promesse rompue malgré aide CNCF). Contestation Synadia : Juge règles CNCF “trop vagues”. Vote interne : Mainteneurs Synadia votent sortie CNCF (sans communauté). Support CNCF : Investissement majeur ($ audits, légal), succès communautaire (>700 orgs). Avenir NATS (CNCF) : Maintien sous Apache 2.0, gouvernance ouverte. Actions CNCF : Health check, appel mainteneurs, annulation marque Synadia, rejet demandes. Mais finalement il semble y avoir un bon dénouement : https://www.cncf.io/announcements/2025/05/01/cncf-and-synadia-align-on-securing-the-future-of-the-nats-io-project/ Accord pour l'avenir de NATS.io : La Cloud Native Computing Foundation (CNCF) et Synadia ont conclu un accord pour sécuriser le futur du projet NATS.io. Transfert des marques NATS : Synadia va céder ses deux enregistrements de marque NATS à la Linux Foundation afin de renforcer la gouvernance ouverte du projet. Maintien au sein de la CNCF : L'infrastructure et les actifs du projet NATS resteront sous l'égide de la CNCF, garantissant ainsi sa stabilité à long terme et son développement en open source sous licence Apache-2.0. Reconnaissance et engagement : La Linux Foundation, par la voix de Todd Moore, reconnaît les contributions de Synadia et son soutien continu. Derek Collison, PDG de Synadia, réaffirme l'engagement de son entreprise envers NATS et la collaboration avec la Linux Foundation et la CNCF. Adoption et soutien communautaire : NATS est largement adopté et considéré comme une infrastructure critique. Il bénéficie d'un fort soutien de la communauté pour sa nature open source et l'implication continue de Synadia. Finalement, Redis revient vers une licence open source OSI, avec la AGPL https://foojay.io/today/redis-is-now-available-under-the-agplv3-open-source-license/ Redis passe à la licence open source AGPLv3 pour contrer l'exploitation par les fournisseurs cloud sans contribution. Le passage précédent à la licence SSPL avait nui à la relation avec la communauté open source. Salvatore Sanfilippo (antirez) est revenu chez Redis. Redis 8 adopte la licence AGPL, intègre les fonctionnalités de Redis Stack (JSON, Time Series, etc.) et introduit les “vector sets” (le support de calcul vectoriel développé par Salvatore). Ces changements visent à renforcer Redis en tant que plateforme appréciée des développeurs, conformément à la vision initiale de Salvatore. Conférences La liste des conférences provenant de Developers Conferences Agenda/List par Aurélie Vache et contributeurs : 6-7 mai 2025 : GOSIM AI Paris - Paris (France) 7-9 mai 2025 : Devoxx UK - London (UK) 15 mai 2025 : Cloud Toulouse - Toulouse (France) 16 mai 2025 : AFUP Day 2025 Lille - Lille (France) 16 mai 2025 : AFUP Day 2025 Lyon - Lyon (France) 16 mai 2025 : AFUP Day 2025 Poitiers - Poitiers (France) 22-23 mai 2025 : Flupa UX Days 2025 - Paris (France) 24 mai 2025 : Polycloud - Montpellier (France) 24 mai 2025 : NG Baguette Conf 2025 - Nantes (France) 3 juin 2025 : TechReady - Nantes (France) 5-6 juin 2025 : AlpesCraft - Grenoble (France) 5-6 juin 2025 : Devquest 2025 - Niort (France) 10-11 juin 2025 : Modern Workplace Conference Paris 2025 - Paris (France) 11-13 juin 2025 : Devoxx Poland - Krakow (Poland) 12 juin 2025 : Positive Design Days - Strasbourg (France) 12-13 juin 2025 : Agile Tour Toulouse - Toulouse (France) 12-13 juin 2025 : DevLille - Lille (France) 13 juin 2025 : Tech F'Est 2025 - Nancy (France) 17 juin 2025 : Mobilis In Mobile - Nantes (France) 19-21 juin 2025 : Drupal Barcamp Perpignan 2025 - Perpignan (France) 24 juin 2025 : WAX 2025 - Aix-en-Provence (France) 25-26 juin 2025 : Agi'Lille 2025 - Lille (France) 25-27 juin 2025 : BreizhCamp 2025 - Rennes (France) 26-27 juin 2025 : Sunny Tech - Montpellier (France) 1-4 juillet 2025 : Open edX Conference - 2025 - Palaiseau (France) 7-9 juillet 2025 : Riviera DEV 2025 - Sophia Antipolis (France) 5 septembre 2025 : JUG Summer Camp 2025 - La Rochelle (France) 12 septembre 2025 : Agile Pays Basque 2025 - Bidart (France) 18-19 septembre 2025 : API Platform Conference - Lille (France) & Online 23 septembre 2025 : OWASP AppSec France 2025 - Paris (France) 25-26 septembre 2025 : Paris Web 2025 - Paris (France) 2-3 octobre 2025 : Volcamp - Clermont-Ferrand (France) 3 octobre 2025 : DevFest Perros-Guirec 2025 - Perros-Guirec (France) 6-10 octobre 2025 : Devoxx Belgium - Antwerp (Belgium) 7 octobre 2025 : BSides Mulhouse - Mulhouse (France) 9-10 octobre 2025 : Forum PHP 2025 - Marne-la-Vallée (France) 9-10 octobre 2025 : EuroRust 2025 - Paris (France) 16 octobre 2025 : PlatformCon25 Live Day Paris - Paris (France) 16-17 octobre 2025 : DevFest Nantes - Nantes (France) 30-31 octobre 2025 : Agile Tour Bordeaux 2025 - Bordeaux (France) 30-31 octobre 2025 : Agile Tour Nantais 2025 - Nantes (France) 30 octobre 2025-2 novembre 2025 : PyConFR 2025 - Lyon (France) 4-7 novembre 2025 : NewCrafts 2025 - Paris (France) 6 novembre 2025 : dotAI 2025 - Paris (France) 7 novembre 2025 : BDX I/O - Bordeaux (France) 12-14 novembre 2025 : Devoxx Morocco - Marrakech (Morocco) 13 novembre 2025 : DevFest Toulouse - Toulouse (France) 15-16 novembre 2025 : Capitole du Libre - Toulouse (France) 20 novembre 2025 : OVHcloud Summit - Paris (France) 21 novembre 2025 : DevFest Paris 2025 - Paris (France) 27 novembre 2025 : Devfest Strasbourg 2025 - Strasbourg (France) 28 novembre 2025 : DevFest Lyon - Lyon (France) 5 décembre 2025 : DevFest Dijon 2025 - Dijon (France) 10-11 décembre 2025 : Devops REX - Paris (France) 10-11 décembre 2025 : Open Source Experience - Paris (France) 28-31 janvier 2026 : SnowCamp 2026 - Grenoble (France) 2-6 février 2026 : Web Days Convention - Aix-en-Provence (France) 23-25 avril 2026 : Devoxx Greece - Athens (Greece) 17 juin 2026 : Devoxx Poland - Krakow (Poland) Nous contacter Pour réagir à cet épisode, venez discuter sur le groupe Google https://groups.google.com/group/lescastcodeurs Contactez-nous via X/twitter https://twitter.com/lescastcodeurs ou Bluesky https://bsky.app/profile/lescastcodeurs.com Faire un crowdcast ou une crowdquestion Soutenez Les Cast Codeurs sur Patreon https://www.patreon.com/LesCastCodeurs Tous les épisodes et toutes les infos sur https://lescastcodeurs.com/

Rick Song is the co-founder and CEO of Persona, the identity verification platform used by some of the world's largest companies. Before starting Persona, Rick worked on identity fraud and risk products at Square, which laid the groundwork for what would become Persona's highly technical, horizontal platform. Since founding the company, Rick has scaled Persona into a category-defining leader, recently raising a $200M Series D at a $2B valuation. In today's episode, we discuss: How Rick's skepticism shaped Persona's early strategy What it takes to scale a true platform company Successful execution in hypercompetitive markets What Rick's learned from his co-founder, Charles Yeh and much more… Referenced: Accenture: accenture.com Anthropic: anthropic.com Braze: braze.com Bridgewater Associates: bridgewater.com Charles Yeh: linkedin.com/in/charlesyeh/ Christie Kim: linkedin.com/in/christiekimck/ Clay: clay.com Kareem Amin: linkedin.com/in/kareemamin/ MIT: mit.edu Newfront: newfront.com Palantir: palantir.com/ Persona: withpersona.com Rippling: rippling.com Scale AI: scale.com Snowflake: snowflake.com Square: squareup.com Y Combinator: ycombinator.com Zachary Van Zant: linkedin.com/in/zacharyv/ Where to find Rick: LinkedIn: https://www.linkedin.com/in/rick-song-25198b24/ Where to find Brett: LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ Twitter/X: https://twitter.com/brettberson Where to find First Round Capital: Website: https://firstround.com/ First Round Review: https://review.firstround.com/ Twitter/X: https://twitter.com/firstround YouTube: https://www.youtube.com/@FirstRoundCapital This podcast on all platforms: https://review.firstround.com/podcast Timestamps: (0:05) Life before Persona (2:11) The push from Charles (3:09) Early reluctance and low expectations (9:50) Winning the first $50 customer (13:08)“Invalidating” Persona (16:43) How Persona found their edge (19:35) Transitioning from MVP to platform (24:18) Turning down a $5K deal on principle (26:47) Generalizing bespoke solutions (28:28) Finding product-market fit (33:51) Founder-led sales and consultative approach (39:30) Building a culture of reactivity (45:47) Landing the first enterprise customers (51:34) Silicon Valley's obsession with frameworks (58:17) Developing first principles thinking (1:00:24) Stay competitor-informed

I love discovering founders who are using technology to democratize access to services that have traditionally been out of reach for many people. That's why I was so excited to speak with Alexander Harmsen, the founder and CEO of Global Predictions. Alexander created PortfolioPilot, an AI-powered financial advisor that helps individuals take control of their financial lives without the high fees or intimidation factor of traditional firms. What started as a personal side project has become a platform managing over $30 billion in assets all while helping simplify investing for the everyday person. In our conversation, Alexander shares how he's building not just a product, but a movement to empower everyday investors with real, personalized advice. Here are highlights of our conversation:   -   From Side Project to $30 Billion Platform: Alexander built the first version of PortfolioPilot to manage his own finances after selling his previous startup. Today, the platform serves tens of thousands of users and continues to scale rapidly. -   Designed for Real People: Rather than expecting users to know what to ask, PortfolioPilot delivers a full written assessment based on inputs like income, age, assets, and risk tolerance. It helps people feel confident and in control of their financial future. -   AI Meets Fiduciary Responsibility: PortfolioPilot provides truly personalized, fiduciary-level financial guidance by asking the right questions and giving users clear, actionable monthly advice based on their actual financial picture. -   High Output, Lean Team: With a team of just 10 people working remotely around the world, Alexander attributes their efficiency to smart hiring, tight feedback loops, and extensive use of AI tools across development, marketing, and operations. -   The Future of Financial Advice: Alexander believes we're entering an era where everyone will have AI-powered advisors in many areas of life. His goal is for PortfolioPilot to become the go-to financial advisor in your pocket, offering clarity, confidence, and convenience. About the guest: Alexander Harmsen, a tech entrepreneur passionate about AI, finance, and autonomy. He founded PortfolioPilot.com, an AI Financial Advisor with over $30 billion in assets on platform. Previously, he founded and sold Iris Automation, worked on NASA's Mars Helicopter, and went through Y Combinator. He's raised over $30M in venture capital and was recognized by Forbes 30 Under 30.   Connect with Alexander: Website Global Predictions: https://www.globalpredictions.com/ Website Portfolio Pilot: https://portfoliopilot.com/?utm_source=podcast&utm_medium=organic LinkedIn:  https://www.linkedin.com/in/alexanderharmsen/   Connect with Allison: Feedspot has named Disruptive CEO Nation as one of the Top 25 CEO Podcasts on the web, and it is ranked the number 6 CEO podcast to listen to in 2025! https://podcasts.feedspot.com/ceo_podcasts/ LinkedIn: https://www.linkedin.com/in/allisonsummerschicago/ Website: https://www.disruptiveceonation.com/  #CEO #leadership #startup #founder #business #businesspodcast  Learn more about your ad choices. Visit megaphone.fm/adchoices

Much has been made of the hallucinatory qualities of OpenAI's ChatGPT product. But as the Wall Street Journal's resident authority on OpenAI, Keach Hagey notes, perhaps the most hallucinatory feature the $300 billion start-up co-founded by the deadly duo of Sam Altman and Elon Musk is its attempt to be simultaneously a for-profit and non-profit company. As Hagey notes, the double life of this double company reached a surreal climax this week when Altman announced that OpenAI was abandoning its promised for-profit conversion. So what, I asked Hagey, are the implications of this corporate volte-face for investors who have poured billions of real dollars into the non-profit in order to make a profit? Will they be Waiting For Godot to get their returns?As Hagey - whose excellent biography of Altman, The Optimist, is out in a couple of weeks - explains, this might be the story of the hubristic 2020's. She speaks of Altman's astonishingly (even for Silicon Valley) hubris in believing that he can get away with the alchemic conceit of inventing a multi trillion dollar for-profit non-profit company. Yes, you can be half-pregnant, Sam is promising us. But, as she warns, at some point this will be exposed as fantasy. The consequences might not exactly be another Enron or FTX, but it will have ramifications way beyond beyond Silicon Valley. What will happen, for example, if future investors aren't convinced by Altman's fantasy and OpenAI runs out of cash? Hagey suggests that the OpenAI story may ultimately become a political drama in which a MAGA President will be forced to bail out America's leading AI company. It's TikTok in reverse (imagine if Chinese investors try to acquire OpenAI). Rather than the conveniently devilish Elon Musk, my sense is that Sam Altman is auditioning to become the real Jay Gatsby of our roaring twenties. Last month, Keach Hagey told me that Altman's superpower is as a salesman. He can sell anything to anyone, she says. But selling a non-profit to for-profit venture capitalists might even be a bridge too far for Silicon Valley's most hallucinatory optimist. Five Key Takeaways * OpenAI has abandoned plans to convert from a nonprofit to a for-profit structure, with pressure coming from multiple sources including attorneys general of California and Delaware, and possibly influenced by Elon Musk's opposition.* This decision will likely make it more difficult for OpenAI to raise money, as investors typically want control over their investments. Despite this, Sam Altman claims SoftBank will still provide the second $30 billion chunk of funding that was previously contingent on the for-profit conversion.* The nonprofit structure creates inherent tensions within OpenAI's business model. As Hagey notes, "those contradictions are still there" after nearly destroying the company once before during Altman's brief firing.* OpenAI's leadership is trying to position this as a positive change, with plans to capitalize the nonprofit and launch new programs and initiatives. However, Hagey notes this is similar to what Altman did at Y Combinator, which eventually led to tensions there.* The decision is beneficial for competitors like XAI, Anthropic, and others with normal for-profit structures. Hagey suggests the most optimistic outcome would be OpenAI finding a way to IPO before "completely imploding," though how a nonprofit-controlled entity would do this remains unclear.Keach Hagey is a reporter at The Wall Street Journal's Media and Marketing Bureau in New York, where she focuses on the intersection of media and technology. Her stories often explore the relationships between tech platforms like Facebook and Google and the media. She was part of the team that broke the Facebook Files, a series that won a George Polk Award for Business Reporting, a Gerald Loeb Award for Beat Reporting and a Deadline Award for public service. Her investigation into the inner workings of Google's advertising-technology business won recognition from the Society for Advancing Business Editing and Writing (Sabew). Previously, she covered the television industry for the Journal, reporting on large media companies such as 21st Century Fox, Time Warner and Viacom. She led a team that won a Sabew award for coverage of the power struggle inside Viacom. She is the author of “The King of Content: Sumner Redstone's Battle for Viacom, CBS and Everlasting Control of His Media Empire,” published by HarperCollins. Before joining the Journal, Keach covered media for Politico, the National in Abu Dhabi, CBS News and the Village Voice. She has a bachelor's and a master's in English literature from Stanford University. She lives in Irvington, N.Y., with her husband, three daughters and dog.Named as one of the "100 most connected men" by GQ magazine, Andrew Keen is amongst the world's best known broadcasters and commentators. In addition to presenting the daily KEEN ON show, he is the host of the long-running How To Fix Democracy interview series. He is also the author of four prescient books about digital technology: CULT OF THE AMATEUR, DIGITAL VERTIGO, THE INTERNET IS NOT THE ANSWER and HOW TO FIX THE FUTURE. Andrew lives in San Francisco, is married to Cassandra Knight, Google's VP of Litigation & Discovery, and has two grown children. Full TranscriptAndrew Keen: Hello, everybody. It is May the 6th, a Tuesday, 2025. And the tech media is dominated today by OpenAI's plan to convert its for-profit business to a non-profit side. That's how the Financial Times is reporting it. New York Times says that OpenAI, and I'm quoting them, backtracks on plans to drop nonprofit control and the Wall Street Journal, always very authoritative on the tech front, leads with Open AI abandons planned for profit conversion. The Wall Street Journal piece is written by Keach Hagey, who is perhaps America's leading authority on OpenAI. She was on the show a couple of months ago talking about Sam Altman's superpower which is as a salesman. Keach is also the author of an upcoming book. It's out in a couple weeks, "The Optimist: Sam Altman, OpenAI and the Race to Invent the Future." And I'm thrilled that Keach has been remarkably busy today, as you can imagine, found a few minutes to come onto the show. So, Keach, what is Sam selling here? You say he's a salesman. He's always selling something or other. What's the sell here?Keach Hagey: Well, the sell here is that this is not a big deal, right? The sell is that, this thing they've been trying to do for about a year, which is to make their company less weird, it's not gonna work. And as he was talking to the press yesterday, he was trying to suggest that they're still gonna be able to fundraise, that these folks that they promised that if you give us money, we're gonna convert to a for-profit and it's gonna be much more normal investment for you, but they're gonna get that money, which is you know, a pretty tough thing. So that's really, that's what he's selling is that this is not disruptive to the future of OpenAI.Andrew Keen: For people who are just listening, I'm looking at Keach's face, and I'm sensing that she's doing everything she can not to burst out laughing. Is that fair, Keach?Keach Hagey: Well, it'll remain to be seen, but I do think it will make it a lot harder for them to raise money. I mean, even Sam himself said as much during the talk yesterday that, you know, investors would like to be able to have some say over what happens to their money. And if you're controlled by a nonprofit organization, that's really tough. And what they were trying to do was convert to a new world where investors would have a seat at the table, because as we all remember, when Sam got briefly fired almost two years ago. The investors just helplessly sat on the sidelines and didn't have any say in the matter. Microsoft had absolutely no role to play other than kind of cajoling and offering him a job on the sidelines. So if you're gonna try to raise money, you really need to be able to promise some kind of control and that's become a lot harder.Andrew Keen: And the ramifications more broadly on this announcement will extend to Microsoft and Microsoft stock. I think their stock is down today. We'll come to that in a few minutes. Keach, there was an interesting piece in the week, this week on AI hallucinations are getting worse. Of course, OpenAI is the dominant AI company with their ChatGPT. But is this also kind of hallucination? What exactly is going on here? I have to admit, and I always thought, you know, I certainly know more about tech than I do about other subjects, which isn't always saying very much. But I mean, either you're a nonprofit or you're a for-profit, is there some sort of hallucinogenic process going on where Sam is trying to sell us on the idea that OpenAI is simultaneously a for profit and a nonprofit company?Keach Hagey: Well, that's kind of what it is right now. That's what it had sort of been since 2019 or when it spun up this strange structure where it had a for-profit underneath a nonprofit. And what we saw in the firing is that that doesn't hold. There's gonna come a moment when those two worlds are going to collide and it nearly destroyed the company. To be challenging going forward is that that basic destabilization that like unstable structure remains even though now everything is so much bigger there's so much more money coursing through and it's so important for the economy. It's a dangerous position.Andrew Keen: It's not so dangerous, you seem still faintly amused. I have to admit, I'm more than faintly amused, it's not too bothersome for us because we don't have any money in OpenAI. But for SoftBank and the other participants in the recent $40 billion round of investment in OpenAI, this must be, to say the least, rather disconcerting.Keach Hagey: That was one of the biggest surprises from the press conference yesterday. Sam Altman was asked point blank, is SoftBank still going to give you this sort of second chunk, this $30 billion second chunk that was contingent upon being able to convert to a for-profit, and he said, quite simply, yes. Who knows what goes on in behind the scenes? I think we're gonna find out probably a lot more about that. There are many unanswered questions, but it's not great, right? It's definitely not great for investors.Andrew Keen: Well, you have to guess at the very minimum, SoftBank would be demanding better terms. They're not just going to do the same thing. I mean, it suddenly it suddenly gives them an additional ace in their hand in terms of negotiation. I mean this is not some sort of little startup. This is 30 or 40 billion dollars. I mean it's astonishing number. And presumably the non-public conversations are very interesting. I'm sure, Keach, you would like to know what's being said.Keach Hagey: Don't know yet, but I think your analysis is pretty smart on this matter.Andrew Keen: So if you had to guess, Sam is the consummate salesman. What did he tell SoftBank before April to close the round? And what is he telling them now? I mean, how has the message changed?Keach Hagey: One of the things that we see a little bit about this from the messaging that he gave to the world yesterday, which is this is going to be a simpler structure. It is going to be slightly more normal structure. They are changing the structure a little bit. So although the non-profit is going to remain in charge, the thing underneath it, the for-profit, is going change its structure a little bit and become kind of a little more normal. It's not going to have this capped profit thing where, you know, the investors are capped at 100 times what they put in. So parts of it are gonna become more normal. For employees, it's probably gonna be easier for them to get equity and things like that. So I'm sure that that's part of what he's selling, that this new structure is gonna be a little bit better, but it's not gonna be as good as what they were trying to do.Andrew Keen: Can Sam? I mean, clearly he has sold it. I mean as we joked earlier when we talked, Sam could sell ice to the Laplanders or sand to the Saudis. But these people know Sam. It's no secret that he's a remarkable salesman. That means that sometimes you have to think carefully about what he's saying. What's the impact on him? To what extent is this decision one more chip on the Altman brand?Keach Hagey: It's a setback for sure, and it's kind of a win for Elon Musk, his rival.Andrew Keen: Right.Keach Hagey: Elon has been suing him, Elon has been trying to block this very conversion. And in the end, it seems like it was actually the attorneys general of California and Delaware that really put the nail in the coffin here. So there's still a lot to find out about exactly how it all shook out. There were actually huge campaigns as well, like in the streets, billboards, posters. Polls saying, trying to put pressure on the attorney general to block this thing. So it was a broad coalition, I think, that opposed the conversion, and you can even see that a little bit in their speech. But you got to admit that Elon probably looked at this and was happy.Andrew Keen: And I'm sure Elon used his own X platform to promote his own agenda. Is this an example, Keach, in a weird kind of way of the plebiscitary politics now of Silicon Valley is that titans like Altman and Musk are fighting out complex corporate economic battles in the naked public of social media.Keach Hagey: Yes, in the naked public of social media, but what we're also seeing here is that it's sort of, it's become through the apparatus of government. So we're seeing, you know, Elon is in the Doge office and this conversion is really happening in the state AG's houses. So that's what's sort interesting to me is these like private fights have now expanded to fill both state and federal government.Andrew Keen: Last time we talked, I couldn't find the photo, but there was a wonderful photo of, I think it was Larry Ellison and Sam Altman in the Oval Office with Trump. And Ellison looked very excited. He looked extremely old as well. And Altman looked very awkward. And it's surprising to see Altman look awkward because generally he doesn't. Has Trump played a role in this or is he keeping out of it?Keach Hagey: As far as my current reporting right now, we have no reporting that Trump himself was directly involved. I can't go further than that right now.Andrew Keen: Meaning that you know something that you're not willing to ignore.Keach Hagey: Just I hope you keep your subscription to the Wall Street Journal on what role the White House played, I would say. But as far as that awkwardness, I don't know if you noticed that there was a box that day for Masa Yoshison to see.Andrew Keen: Oh yeah, and Son was in the office too, right, that was the third person.Keach Hagey: So it was a box in the podium, which I think contributed to the awkwardness of the day, because he's not a tall man.Andrew Keen: Right. To put it politely. The way that OpenAI spun it, in classic Sam Altman terms, is new funding to build towards AGI. So it's their Altman-esque use of the public to vindicate this new investment, is this just more quote unquote, and this is my word. You don't have to agree with it. Just sales pitch or might even be dishonesty here. I mean, the reality is, is new funding to build towards AGI, which is, artificial general intelligence. It's not new funding, to build toward AGI. It's new funding to build towards OpenAI, there's no public benefit of any of this, is there?Keach Hagey: Well, what they're saying is that the nonprofit will be capitalized and will sort of be hiring up and doing a bunch more things that it wasn't really doing. We'll have programs and initiatives and all of that. Which really, as someone who studied Sam's life, this sounds really a lot like what he did at Y Combinator. When he was head of Y Combinator, he also spun up a nonprofit arm, which is actually what OpenAI grew out of. So I think in Sam's mind, a nonprofit there's a place to go. Sort of hash out your ideas, it's a place to kind of have pet projects grow. That's where he did things like his UBI study. So I can sort of see that once the AGs are like, this is not gonna happen, he's like, great, we'll just make a big nonprofit and I'll get to do all these projects I've always wanted to do.Andrew Keen: Didn't he get thrown out of Y Combinator by Paul Graham for that?Keach Hagey: Yes, a little bit. You know, I would say there's a general mutiny for too much of that kind of stuff. Yeah, it's true. People didn't love it, and they thought that he took his eye off the ball. A little bit because one of those projects became OpenAI, and he became kind of obsessed with it and stopped paying attention. So look, maybe OpenAI will spawn the next thing, right? And he'll get distracted by that and move on.Andrew Keen: No coincidence, of course, that Sam went on to become a CEO of OpenAI. What does it mean for the broader AI ecosystem? I noted earlier you brought up Microsoft. I mean, I think you've already written on this and lots of other people have written about the fact that the relationship between OpenAI and Microsoft has cooled dramatically. As well as between Nadella and Altman. What does this mean for Microsoft? Is it a big deal?Keach Hagey: They have been hashing this out for months. So it is a big deal in that it will change the structure of their most important partner. But even before this, Microsoft and OpenAI were sort of locked in negotiations over how large and how Microsoft's stake in this new OpenAI will be valued. And that still has to be determined, regardless of whether it's a non-profit or a for-profit in charge. And their interests are diverging. So those negotiations are not as warm as they maybe would have been a few years ago.Andrew Keen: It's a form of polyamory, isn't it? Like we have in Silicon Valley, everyone has sex with everybody else, to put it politely.Keach Hagey: Well, OpenAI does have a new partner in Oracle. And I would expect them to have many more in terms of cloud computing partners going forward. It's just too much risk for any one company to build these huge and expensive data centers, not knowing that OpenAI is going to exist in a certain number of years. So they have to diversify.Andrew Keen: Keach, you know, this is amusing and entertaining and Altman is a remarkable individual, able to sell anything to anyone. But at what point are we really on the Titanic here? And there is such a thing as an iceberg, a real thing, whatever Donald Trump or other manufacturers of ontologies might suggest. At some point, this thing is going to end in a massive disaster.Keach Hagey: Are you talking about the Existence Force?Andrew Keen: I'm not talking about the Titanic, I'm talking about OpenAI. I mean, Parmi Olson, who's the other great authority on OpenAI, who won the FT Book of the Year last year, she's been on the show a couple of times, she wrote in Bloomberg that OpenAI can't have its money both ways, and that's what Sam is trying to do. My point is that we can all point out, excuse me, the contradictions and the hypocrisy and all the rest of it. But there are laws of gravity when it comes to economics. And at a certain point, this thing is going to crash, isn't it? I mean, what's the metaphor? Is it Enron? Is it Sam Bankman-Fried? What kind of examples in history do we need to look at to try and figure out what really is going on here?Keach Hagey: That's certainly one possibility, and there are a good number of people who believe that.Andrew Keen: Believe what, Enron or Sam Bankman-Fried?Keach Hagey: Oh, well, the internal tensions cannot hold, right? I don't know if fraud is even necessary so much as just, we've seen it, we've already seen it happen once, right, the company almost completely collapsed one time and those contradictions are still there.Andrew Keen: And when you say it happened, is that when Sam got pushed out or was that another or something else?Keach Hagey: No, no, that's it, because Sam almost got pushed out and then all of the funders would go away. So Sam needs to be there for them to continue raising money in the way that they have been raising money. And that's really going to be the question. How long can that go on? He's a young man, could go on a very long time. But yeah, I think that really will determine whether it's a disaster or not.Andrew Keen: But how long can it go on? I mean, how long could Sam have it both ways? Well, there's a dream. I mean maybe he can close this last round. I mean he's going to need to raise more than $40 billion. This is such a competitive space. Tens of billions of dollars are being invested almost on a monthly basis. So this is not the end of the road, this $40-billion investment.Keach Hagey: Oh, no. And you know, there's talk of IPO at some point, maybe not even that far away. I don't even let me wrap my mind around what it would be for like a nonprofit to have a controlling share at a public company.Andrew Keen: More hallucinations economically, Keach.Keach Hagey: But I mean, IPO is the exit for investors, right? That's the model, that is the Silicon Valley model. So it's going to have to come to that one way or another.Andrew Keen: But how does it work internally? I mean, for the guys, the sales guys, the people who are actually doing the business at OpenAI, they've been pretty successful this year. The numbers are astonishing. But how is this gonna impact if it's a nonprofit? How does this impact the process of selling, of building product, of all the other internal mechanics of this high-priced startup?Keach Hagey: I don't think it will affect it enormously in the short term. It's really just a question of can they continue to raise money for the enormous amount of compute that they need. So so far, he's been able to do that, right? And if that slows up in any way, they're going to be in trouble. Because as Sam has said many times, AI has to be cheap to be actually useful. So in order to, you know, for it to be widespread, for to flow like water, all of those things, it's got to be cheap and that's going to require massive investment in data centers.Andrew Keen: But how, I mean, ultimately people are putting money in so that they get the money back. This is not a nonprofit endeavor to put 40 billion from SoftBank. SoftBank is not in the nonprofit business. So they're gonna need their money back and the only way they generally, in my understanding, getting money back is by going public, especially with these numbers. How can a nonprofit go public?Keach Hagey: It's a great question. That's what I'm just phrasing. I mean, this is, you know, you talk to folks, this is what's like off in the misty distance for them. It's an, it's a fascinating question and one that we're gonna try to answer this week.Andrew Keen: But you look amused. I'm no financial genius. Everyone must be asking the same question.Keach Hagey: Well, the way that they've said it is that the for-profit will be, will have a, the non-profit will control the for profit and be the largest shareholder in it, but the rest of the shares could be held by public markets theoretically. That's a great question though.Andrew Keen: And lawyers all over the world must be wrapping their hands. I mean, in the very best case, it's gonna be lawsuits on this, people suing them up the wazoo.Keach Hagey: It's absolutely true. You should see my inbox right now. It's just like layers, layers, layer.Andrew Keen: Yeah, my wife. My wife is the head of litigation. I don't know if I should be saying this publicly anyway, I am. She's the head of Litigation at Google. And she lost some of her senior people and they all went over to AI. I'm big, I'm betting that they regret going over there can't be much fun being a lawyer at OpenAI.Keach Hagey: I don't know, I think it'd be great fun. I think you'd have like enormous challenges and have lots of billable hours.Andrew Keen: Unless, of course, they're personally being sued.Keach Hagey: Hopefully not. I mean, look, it is a strange and unprecedented situation.Andrew Keen: To what extent is this, if not Shakespearean, could have been written by some Greek dramatist? To what extend is this symbolic of all the hype and salesmanship and dishonesty of Silicon Valley? And in a sense, maybe this is a final scene or a penultimate scene in the Silicon Valley story of doing good for the world. And yet, of course, reaping obscene profit.Keach Hagey: I think it's a little bit about trying to have your cake and eat it too, right? Trying to have the aura of altruism, but also make something and make a lot of money. And what it seems like today is that if you started as a nonprofit, it's like a black hole. You can never get out. There's no way to get out, and that idea was just like maybe one step too clever when they set it up in the beginning, right. It seemed like too good to be true because it was. And it might end up really limiting the growth of the company.Andrew Keen: Is Sam completely in charge here? I mean, a number of the founders have left. Musk, of course, when you and I talked a couple of months ago, OpenAI came out of conversations between Musk and Sam. Is he doing this on his own? Does he have lieutenants, people who he can rely on?Keach Hagey: Yeah, I mean, he does. He has a number of folks that have been there, you know, a long time.Andrew Keen: Who are they? I mean, do we know their names?Keach Hagey: Oh, sure. Yeah. I mean, like Brad Lightcap and Jason Kwon and, you know, just they're they're Greg Brockman, of course, still there. So there are a core group of executives that have that have been there pretty much from the beginning, close to it, that he does trust. But if you're asking, like, is Sam really in control of this whole thing? I believe the answer is yes. Right. He is on the board of this nonprofit, and that nonprofit will choose the board of the for-profit. So as long as that's the case, he's in charge.Andrew Keen: How divided is OpenAI? I mean, one of the things that came out of the big crisis, what was it, 18 months ago when they tried to push him out, was it was clearly a profoundly divided company between those who believed in the nonprofit mission versus the for-profit mission. Are those divisions still as acute within the company itself? It must be growing. I don't know how many thousands of people work.Keach Hagey: It has grown very fast. It is not as acute in my experience. There was a time when it was really sort of a warring of tribes. And after the blip, as they call it, a lot of those more safety focused people, people that subscribe to effective altruism, left or were kind of pushed out. So Sam took over and kind of cleaned house.Andrew Keen: But then aren't those people also very concerned that it appears as if Sam's having his cake and eating it, having it both ways, talking about the company being a non-profit but behaving as if it is a for-profit?Keach Hagey: Oh, yeah, they're very concerned. In fact, a number of them have signed on to this open letter to the attorneys general that dropped, I don't know, a week and a half ago, something like that. You can see a number of former OpenAI employees, whistleblowers and others, saying this very thing, you know, that the AG should block this because it was supposed to be a charitable mission from the beginning. And no amount of fancy footwork is gonna make it okay to toss that overboard.Andrew Keen: And I mean, in the best possible case, can Sam, the one thing I think you and I talked about last time is Sam clearly does, he's not driven by money. There's something else. There's some other demonic force here. Could he theoretically reinvent the company so that it becomes a kind of AI overlord, a nonprofit AI overlord for our 21st century AI age?Keach Hagey: Wow, well I think he sometimes thinks of it as like an AI layer and you know, is this my overlord? Might be, you know.Andrew Keen: As long as it's not made in China, I hope it's made in India or maybe in Detroit or something.Keach Hagey: It's a very old one, so it's OK. But it's really my attention overlord, right? Yeah, so I don't know about the AI overlord part. Although it's interesting, Sam from the very beginning has wanted there to be a democratic process to control what decision, what kind of AI gets built and what are the guardrails for AGI. As long as he's there.Andrew Keen: As long as he's the one determining it, right?Keach Hagey: We talked about it a lot in the very beginning of the company when things were smaller and not so crazy. And what really strikes me is he doesn't really talk about that much anymore. But what we did just see is some advocacy organizations that kind of function in that exact way. They have voters all over the world and they all voted on, hey, we want you guys to go and try to that ended up having this like democratic structure for deciding the future of AI and used it to kind of block what he was trying to do.Andrew Keen: What are the implications for OpenAI's competitors? There's obviously Anthropic. Microsoft, we talked about a little bit, although it's a partner and a competitor simultaneously. And then of course there's Google. I assume this is all good news for the competition. And of course XAI.Keach Hagey: It is good news, especially for a company like XAI. I was just speaking to an XAI investor today who was crowing. Yeah, because those companies don't have this weird structure. Only OpenAI has this strange nonprofit structure. So if you are an investor who wants to have some exposure to AI, it might just not be worth the headache to deal with the uncertainty around the nonprofit, even though OpenAI is like the clear leader. It might be a better bet to invest in Anthropic or XAI or something else that has just a normal for-profit structure.Andrew Keen: Yeah. And it's hard to actually quote unquote out-Trump, Elon Musk on economic subterfuge. But Altman seems to have done that. I mean, Musk, what he folded X into XAI. It was a little bit of controversy, but he seems to got away with it. So there is a deep hostility between these two men, which I'm assuming is being compounded by this process.Keach Hagey: Absolutely. Again, this is a win for Elon. All these legal cases and Elon trying to buy OpenAI. I remember that bid a few months ago where he actually put a number on it. All that was about trying to block the for-profit conversion because he's trying to stop OpenAI and its tracks. He also claims they've abandoned their mission, but it's always important to note that it's coming from a competitor.Andrew Keen: Could that be a way out of this seeming box? Keach, a company like XAI or Microsoft or Google, or that probably wouldn't happen on the antitrust front, would buy OpenAI as maybe a nonprofit and then transform it into a for-profit company?Keach Hagey: Maybe you and Sam should get together and hash that out. That's the kind ofAndrew Keen: Well Sam, I'm available to be hired if you're watching. I'll probably charge less than your current consigliere. What's his name? Who's the consiglieri who's working with him on this?Keach Hagey: You mean Chris Lehane?Andrew Keen: Yes, Chris Lehane, the ego.Keach Hagey: Um,Andrew Keen: How's Lehane holding up in this? Do you think he's getting any sleep?Keach Hagey: Well, he's like a policy guy. I'm sure this has been challenging for everybody. But look, you are pointing to something that I think is real, which is there will probably be consolidation at some point down the line in AI.Andrew Keen: I mean, I know you're not an expert on the maybe sort of corporate legal stuff, but is it in theory possible to buy a nonprofit? I don't even know how you buy a non-profit and then turn it into a for-profit. I mean is that one way out of this, this cul-de-sac?Keach Hagey: I really don't know the answer to that question, to be honest with you. I can't think of another example of it happening. So I'm gonna go with no, but I don't now.Andrew Keen: There are no equivalents, sorry to interrupt, go on.Keach Hagey: No, so I was actually asking a little bit, are there precedents for this? And someone mentioned Blue Cross Blue Shield had gone from being a nonprofit to a for-profit successfully in the past.Andrew Keen: And we seem a little amused by that. I mean, anyone who uses US health care as a model, I think, might regret it. Your book, The Optimist, is out in a couple of weeks. When did you stop writing it?Keach Hagey: The end of December, end of last year, was pencils fully down.Andrew Keen: And I'm sure you told the publisher that that was far too long a window. Seven months on Silicon Valley is like seven centuries.Keach Hagey: It was actually a very, very tight timeline. They turned it around like incredibly fast. Usually it'sAndrew Keen: Remarkable, yeah, exactly. Publishing is such, such, they're such quick actors, aren't they?Keach Hagey: In this case, they actually were, so I'm grateful for that.Andrew Keen: Well, they always say that six months or seven months is fast, but it is actually possible to publish a book in probably a week or two, if you really choose to. But in all seriousness, back to this question, I mean, and I want everyone to read the book. It's a wonderful book and an important book. The best book on OpenAI out. What would you have written differently? Is there an extra chapter on this? I know you warned about a lot of this stuff in the book. So it must make you feel in some ways quite vindicated.Keach Hagey: I mean, you're asking if I'd had a longer deadline, what would I have liked to include? Well, if you're ready.Andrew Keen: Well, if you're writing it now with this news under your belt.Keach Hagey: Absolutely. So, I mean, the thing, two things, I guess, definitely this news about the for-profit conversion failing just shows the limits of Sam's power. So that's pretty interesting, because as the book was closing, we're not really sure what those limits are. And the other one is Trump. So Trump had happened, but we do not yet understand what Trump 2.0 really meant at the time that the book was closing. And at that point, it looked like Sam was in the cold, you know, he wasn't clear how he was going to get inside Trump's inner circle. And then lo and behold, he was there on day one of the Trump administration sharing a podium with him announcing that Stargate AI infrastructure investment. So I'm sad that that didn't make it into the book because it really just shows the kind of remarkable character he is.Andrew Keen: He's their Zelig, but then we all know what happened to Woody Allen in the end. In all seriousness, and it's hard to keep a straight face here, Keach, and you're trying although you're not doing a very good job, what's going to happen? I know it's an easy question to ask and a hard one to answer, but ultimately this thing has to end in catastrophe, doesn't it? I use the analogy of the Titanic. There are real icebergs out there.Keach Hagey: Look, there could be a data breach. I do think that.Andrew Keen: Well, there could be data breaches if it was a non-profit or for-profit, I mean, in terms of this whole issue of trying to have it both ways.Keach Hagey: Look, they might run out of money, right? I mean, that's one very real possibility. They might run outta money and have to be bought by someone, as you said. That is a totally real possibility right now.Andrew Keen: What would happen if they couldn't raise any more money. I mean, what was the last round, the $40 billion round? What was the overall valuation? About $350 billion.Keach Hagey: Yeah, mm-hmm.Andrew Keen: So let's say that they begin to, because they've got, what are their hard costs monthly burn rate? I mean, it's billions of just.Keach Hagey: Well, the issue is that they're spending more than they are making.Andrew Keen: Right, but you're right. So they, let's say in 18 months, they run out of runway. What would people be buying?Keach Hagey: Right, maybe some IP, some servers. And one of the big questions that is yet unanswered in AI is will it ever economically make sense, right? Right now we are all buying the possibility of in the future that the costs will eventually come down and it will kind of be useful, but that's still a promise. And it's possible that that won't ever happen. I mean, all these companies are this way, right. They are spending far, far more than they're making.Andrew Keen: And that's the best case scenario.Keach Hagey: Worst case scenario is the killer robots murder us all.Andrew Keen: No, what I meant in the best case scenario is that people are actually still without all the blow up. I mean, people are actual paying for AI. I mean on the one hand, the OpenAI product is, would you say it's successful, more or less successful than it was when you finished the book in December of last year?Keach Hagey: Oh, yes, much more successful. Vastly more users, and the product is vastly better. I mean, even in my experience, I don't know if you play with it every day.Andrew Keen: I use Anthropic.Keach Hagey: I use both Claude and ChatGPT, and I mean, they're both great. And I find them vastly more useful today than I did even when I was closing the book. So it's great. I don't know if it's really a great business that they're only charging me $20, right? That's great for me, but I don't think it's long term tenable.Andrew Keen: Well, Keach Hagey, your new book, The Optimist, your new old book, The Optimist: Sam Altman, Open AI and the Race to Invent the Future is out in a couple of weeks. I hope you're writing a sequel. Maybe you should make it The Pessimist.Keach Hagey: I think you might be the pessimist, Andrew.Andrew Keen: Well, you're just, you are as pessimistic as me. You just have a nice smile. I mean, in all reality, what's the most optimistic thing that can come out of this?Keach Hagey: The most optimistic is that this becomes a product that is actually useful, but doesn't vastly exacerbate inequality.Andrew Keen: No, I take the point on that, but in terms of this current story of this non-profit versus profit, what's the best case scenario?Keach Hagey: I guess the best case scenario is they find their way to an IPO before completely imploding.Andrew Keen: With the assumption that a non-profit can do an IPO.Keach Hagey: That they find the right lawyers from wherever they are and make it happen.Andrew Keen: Well, AI continues its hallucinations, and they're not in the product themselves. I think they're in their companies. One of the best, if not the best authority, our guide to all these hallucinations in a corporate level is Keach Hagey, her new book, The Optimist: Sam Altman, Open AI and the Race to Invent the Future is out in a couple of weeks. Essential reading for anyone who wants to understand Sam Altman as the consummate salesman. And I think one thing we can say for sure, Keach, is this is not the end of the story. Is that fair?Keach Hagey: Very fair. Not the end of the story. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

Carl Peterson, CEO of Thunder Compute uncovers how Thunder Computer is redefining GPU utilization by enabling network-attached virtual GPUs—dramatically slashing costs and democratizing access. Carl shares the startup's Y Combinator origin story, the impact of DeepSeek, and how virtualization is transforming AI development for individuals and enterprises alike. We also unpack GPU security, job disruption from AI, and the accelerating arms race in model development. A must-listen for anyone navigating AI, compute efficiency, and data protection.

Knowledge Project: 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 --------- Most accelerators fund ideas. Y Combinator funds founders—and transforms them. With a 1% acceptance rate and alumni behind 60% of the past decade's unicorns, YC knows what separates the founders who break through from those who burn out. It's not the flashiest résumé or the boldest pitch but something President Garry Tan says is far rarer: earnestness. In this conversation, Garry reveals why this is the key to success, and how it can make or break a startup. We also dive into how AI is reshaping the whole landscape of venture capital and what the future might look like when everyone has intelligence on tap.  If you care about innovation, agency, or the future of work, don't miss this episode.  Approximate timestamps: Subject to variation due to dynamically inserted ads. (00:02:39) The Success of Y Combinator (00:04:25) The Y Combinator Program (00:08:25) The Application Process (00:09:58) The Interview Process (00:16:16) The Challenge of Early Stage Investment (00:22:53) The Role of San Francisco in Innovation (00:28:32) The Ideal Founder (00:36:27) The Importance of Earnestness (00:42:17) The Changing Landscape of AI Companies (00:45:26) The Impact of Cloud Computing (00:50:11) Dysfunction with Silicon Valley (00:52:24) Forecast for the Tech Market (00:54:40) The Regulation of AI (00:55:56) The Need for Agency in Education (01:01:40) AI in Biotech and Manufacturing (01:07:24) The Issue of Data Access and The Legal Aspects of AI Outputs (01:13:34) The Role of Meta in AI Development (01:28:07) The Potential of AI in Decision Making (01:40:33) Defining AGI (01:42:03) The Use of AI and Prompting (01:47:09) AI Model Reasoning (01:49:48) The Competitive Advantage in AI (01:52:42) Investing in Big Tech Companies (01:55:47) The Role of Microsoft and Meta in AI (01:57:00) Learning from MrBeast: YouTube Channel Optimization (02:05:58) The Perception of Founders (02:08:23) The Reality of Startup Success Rates (02:09:34) The Impact of OpenAI (02:11:46) The Golden Age of Building Newsletter - The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at fs.blog/newsletter Upgrade — If you want to hear my thoughts and reflections at the end of the episode, join our membership: ⁠⁠⁠⁠⁠⁠⁠fs.blog/membership⁠⁠ and get your own private feed. Watch on YouTube: @tkppodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

This week's Espresso covers news from Fintalk, Belvo, Bancoldex, and more!Outline of this episode:[00:30] – Magalu raises $130M from the IFC[00:45] – Fintalk raises $1M to expand conversational AI platform[00:53] – Nuvia raises $1.7M to Scale AI Agents for B2B Sales[01:05] – Coalize raises $570K seed round[01:15] – Belvo raises $15M to launch new products[01:34] – Bancóldex and Ruta N invests in Simma Fintech+[01:51] – Yeda Health raises $ 300K pre-seed roundResources & people mentioned:Startups: Magalu, Fintalk, Nuvia, Coalize, Belvo, Yeda HealthVCs: International Finance Corporation, HiPartners, NXTP, Gilgamesh Ventures, Quona Capital, Kaszek, Kibo Ventures, Future Positive, Citi Ventures, Y Combinator, Bancoldex, Simma Capital, OurCrowd LATAM Labs.

Most accelerators fund ideas. Y Combinator funds founders—and transforms them. With a 1% acceptance rate and alumni behind 60% of the past decade's unicorns, YC knows what separates the founders who break through from those who burn out. It's not the flashiest résumé or the boldest pitch but something President Garry Tan says is far rarer: earnestness. In this conversation, Garry reveals why this is the key to success, and how it can make or break a startup. We also dive into how AI is reshaping the whole landscape of venture capital and what the future might look like when everyone has intelligence on tap.  If you care about innovation, agency, or the future of work, don't miss this episode.  Approximate timestamps: Subject to variation due to dynamically inserted ads. (00:02:39) The Success of Y Combinator (00:04:25) The Y Combinator Program (00:08:25) The Application Process (00:09:58) The Interview Process (00:16:16) The Challenge of Early Stage Investment (00:22:53) The Role of San Francisco in Innovation (00:28:32) The Ideal Founder (00:36:27) The Importance of Earnestness (00:42:17) The Changing Landscape of AI Companies (00:45:26) The Impact of Cloud Computing (00:50:11) Dysfunction with Silicon Valley (00:52:24) Forecast for the Tech Market (00:54:40) The Regulation of AI (00:55:56) The Need for Agency in Education (01:01:40) AI in Biotech and Manufacturing (01:07:24) The Issue of Data Access and The Legal Aspects of AI Outputs (01:13:34) The Role of Meta in AI Development (01:28:07) The Potential of AI in Decision Making (01:40:33) Defining AGI (01:42:03) The Use of AI and Prompting (01:47:09) AI Model Reasoning (01:49:48) The Competitive Advantage in AI (01:52:42) Investing in Big Tech Companies (01:55:47) The Role of Microsoft and Meta in AI (01:57:00) Learning from MrBeast: YouTube Channel Optimization (02:05:58) The Perception of Founders (02:08:23) The Reality of Startup Success Rates (02:09:34) The Impact of OpenAI (02:11:46) The Golden Age of Building Newsletter - The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at fs.blog/newsletter Upgrade — If you want to hear my thoughts and reflections at the end of the episode, join our membership: ⁠⁠⁠⁠⁠⁠⁠fs.blog/membership⁠⁠ and get your own private feed. Watch on YouTube: @tkppodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Adit Abraham is the co-founder and CEO of Reducto, which helps leading AI teams extract and structure data from complex documents and spreadsheets in their pipeline. Within 6 months of launching, Reducto went from 0→7 figures in ARR. Reducto has grown to process tens of millions of pages monthly for companies ranging from startups to Fortune 10 enterprises. They just announced a $24M Series A. Before Reducto, Adit was a Product Manager at Google, working on Ads and Search, and conducted machine learning research at MIT's Media Lab. --- In today's episode, we discuss: How listening to customers revealed an opportunity to pivot The weekend project that became Reducto's breakthrough Landing a Fortune 10 customer A technical founder's guide to sales Key insights from Reducto's fundraising journey Advice for founders: “You're going to fail” Much more --- Referenced: Anthropic: https://www.anthropic.com/ Chetan Puttagunta: https://www.linkedin.com/in/chetanputtagunta/ Diana Hu: https://www.linkedin.com/in/sdianahu/ Liz Wessel: https://www.linkedin.com/in/elizabethwessel/ Raunak Chowdhuri: https://www.linkedin.com/in/sauhaarda/ Reducto: https://reducto.ai/ Scale AI: https://scale.com/ Stripe: https://stripe.com/ Textract: https://aws.amazon.com/textract/ Y Combinator: https://www.ycombinator.com/ --- Where to find Adit: LinkedIn: https://www.linkedin.com/in/aditabraham/ --- Where to find Brett: LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ Twitter/X: https://twitter.com/brettberson --- Where to find First Round Capital: Website: https://firstround.com/ First Round Review: https://review.firstround.com/ Twitter/X: https://twitter.com/firstround YouTube: https://www.youtube.com/@FirstRoundCapital This podcast on all platforms: https://review.firstround.com/podcast --- Timestamps: (00:00) Hackathons, YC, and an unexpected pivot (05:23) The weekend project that became Reducto's breakthrough (09:11) How customer signal led to PDF processing (14:46) Landing a Fortune 10 customer (22:42) Building “transferable features” (25:58) How caring beats sales skills in startup growth (30:28) The strategy behind Reducto's horizontal expansion (36:18) Hire slow, go-to-market fast (41:45) A technical founder's guide to sales (43:45) “You're going to fail” (46:27) Why startups win (48:30) Key insights from Reducto's fundraising journey (51:43) Less structure, more impact (55:00) How frustrations shaped Reducto's culture (57:35) The question you should always ask in meetings

Too often, legal departments are on their heels defending litigation and managing unwieldy litigation budgets. Legal departments can generate an ROI for their companies by engaging in affirmative litigation. But who has the budget for that? At 20 years old, Eva Shang figured out how to turn litigation into investment returns and is now running a tech-enabled investment firm focused on litigation funding. Legalist, the company she co-founded with Christian Haigh at Y Combinator, now manages $1.5 billion in alternative investments in litigation funding, bankruptcy, and government receivables. In this episode, Eva, now the firm's CEO, shares how litigation funding works, how Legalist's "truffle sniffer" technology sources litigation cases for her team of in-house attorneys to underwrite and evaluate for investment. Eva shares insights on how to evaluate cases and "pick a winner", how to get litigation counsel to set and stick to a budget, and how her team that a "win" will be collectable at the end of the day. And as a bonus, Eva shares insights of what the CEO wants from their lawyers. Turns out, mitigating risk isn't at the top of the list.

In this episode, Guillaume Luccisano, founder of Yuma AI, shares his journey of building his third startup. Yuma AI is revolutionizing customer service automation for ecommerce businesses, specifically large Shopify merchants, by leveraging cutting-edge AI technology. Before launching Yuma, Guillaume was an early member of Twitch (formerly Justin.tv) and went on to co-found Socialcam, which was later acquired by Autodesk. From 2015 to 2021, he was the co-founder and CTO of Triplebyte, a company that also went through Y Combinator. With a deep background in startups and a keen eye for innovation, Guillaume has invested in over 70 startups, continuously seeking the next big idea. Host: Jake Aaron Villarreal, leads the top AI Recruitment Firm in Silicon Valley www.matchrelevant.com, uncovering stories of funded startups and goes behinds to scenes to tell their founders journey.  If you a are growing AI Startup or have a great story to tell, email us at: jake.villarreal@matchrelevant.com

This episode is a playbook for any curious 20-something in India dreaming of building the next big consumer electronics brand. Whether it's smartphones, earbuds, AI-powered glasses or health wearables, we dig into what it really takes to break into, and survive, this highly competitive space.I sat down with three brilliant minds in the game who've actually done it: Carl Pei (Co-Founder, Nothing), Rahul Sharma (Co-Founder, Micromax), and Amit Khatri (Co-Founder, Noise). We tried to decode the what, how, and WTF of this industry—from regulations and the fairness of trade tariffs, to startup realities and what disruption might look like next.You might just spot the next big idea as they share some untapped opportunities waiting to be built in this sector.Resource Document: https://iridescent-party-a15.notion.site/Consumer-Electronics-Resource-Document-1e1aef3ec3e980f29b86dd9bae34410dTimestamps:00:00 - Intro01:12 - How Apple sparked Carl's love for tech05:05 - The reason for Y Combinator's success07:28 - Carl's ‘lazy genius' approach towards his career15:05 - How Nothing differentiated itself16:36 - US tariff's impact on China, India & the industry (Note: Since this episode was recorded before recent changes to global trade & tariff policies, some views may not reflect current regulations.)22:10 - Carl's philosophical views on life24:23 - Rahul's journey & the roots of his entrepreneurial spirit29:30 - Micromax's early days: From payphones to GSM innovation38:23 - How traveling to villages led to Micromax's success50:47 - Competing with China & Micomax's manufacturing pivot1:00:00 - Apple's vertical integration strategy: Lessons for companies & governments1:05:00 - Learnings from Rahul's risk-taking & resilience1:09:00 - Amit's journey from education to building Noise1:23:34 - Roadmap for 20-somethings entering the electronics industry01:41:47 - Identifying gaps in the commodity market1:48:02 - Disruption in smartphones through design and AI opportunities1:57:40 - Today's youth vs. yesterday's corporations2:01:13 - Building India's supply chain & unlocking its market opportunity2:07:21 - An electronics launchpad for young entrepreneurs2:16:45 - India's semiconductor push & restarting efforts2:22:26 - Future of TV: One UI for all streaming apps?2:25:41 - Can India build a global ecosystem in electronics?2:35:58 - Health wearables & EdTech opportunities2:42:44 - Advice for 20-somethings who want to break into this industry#NikhilKamath - Investor & EntrepreneurTwitter: https://x.com/nikhilkamathcioLinkedIN: https://www.linkedin.com/in/nikhilkamathcio/ Instagram: https://www.instagram.com/nikhilkamathcio/ Facebook: https://www.facebook.com/nikhilkamathcio/ #CarlPei - CEO & Co-Founder, NothingTwitter: https://x.com/getpeidLinkedIN: https://www.linkedin.com/in/getpeid/Instagram: https://www.instagram.com/getpeid/Facebook: https://www.facebook.com/getpeid/ #RahulSharma - Co-Founder, MicromaxTwitter: https://x.com/rahulsharma LinkedIN: https://www.linkedin.com/in/rahul-sharma-83038634a/ #AmitKhatri - Co-Founder, NoiseTwitter: https://x.com/iamamitkhatri LinkedIN: https://www.linkedin.com/in/iamamitkhatri/Instagram: https://www.instagram.com/itsamitkhatri/

This week, we have Rahul Sonwalkar, Founder and CEO of Julius, on the show. Julius is your AI Data Scientist, where users can quickly analyze, visualize, and transform data.Rahul covers his journey from traveling across the country to hackathons in college, the importance of not being afraid of failing as a founder, how Rahul seeks out mentors, the four key ways Julius delivers value, and how Julius continues to add AI to data analysis.We also cover the decision to start selling bottoms up, how that enabled revenue in the early days, and how smarter models directly benefit Julius.Episode Chapters:Undergrad at UT Dallas - 1:47Being okay with being wrong - 4:18Overcoming ego - 7:15The Julius DNA - 9:20Your AI data analyst - 12:15Building trust with Julius - 15:30Maintaining infrastructure - 19:20Building out new features - 22:32Two kinds of AI startups - 27:13The next wave of SEO - 29:07Assessing talent - 32:12 Quick fire round - 33:26As always, feel free to contact us at partnerpathpodcast@gmail.com. We would love to hear ideas for content, guests, and overall feedback.This episode is brought to you by Grata, the world's leading deal sourcing platform. Our AI-powered search, investment-grade data, and intuitive workflows give you the edge needed to find and win deals in your industry. Visit grata.com to schedule a demo today.Fresh out of Y Combinator's Summer batch, Overlap is an AI-driven app that uses LLMs to curate the best moments from podcast episodes. Imagine having a smart assistant who reads through every podcast transcript, finds the best parts or parts most relevant to your search, and strings them together to form a new curated stream of content - that is what Overlap does. Podcasts are an exponentially growing source of unique information. Make use of it! Check out Overlap 2.0 on the App Store today.

Janice Min joins to talk about building The Ankler into a focused, profitable media brand—and why she believes the future belongs to lean operators, not her past life helming glossy franchises. We talk about her transition from the high-gloss days of The Hollywood Reporter to the scrappy Substack era, the limits of venture capital in media, and how The Ankler is growing through high-impact events and B2B subscriptions. Janice shares lessons from Y Combinator, explains why editorial quality still matters, and reflects on the changing power dynamics in Hollywood.

Haseeb Awan, CEO of Efani Secure Mobile, protects celebrities and high-net-worth individuals from phone hacking. A Y Combinator alumnus and telecom engineer, he also co-founded a major Bitcoin ATM network. His work has been featured in the Wall Street Journal, New York Times, and Hulu.  Haseeb's journey from Pakistan to the United States is nothing short of extraordinary. Picture this: a student in Canada accidentally finds himself in the U.S. after a sleepy bus ride to Niagara Falls. This unexpected detour led to a whirlwind of immigration challenges, including a revoked visa. Yet, through sheer perseverance and determination, Haseeb managed to secure a green card via the prestigious EB1A category—a testament to the resilience needed on the path to the American dream. He then embarked on an adventurous road trip from Toronto to San Francisco, marking the beginning of his successful entrepreneurial endeavor as the CEO of Ifani Secure Mobile. In this episode, you'll hear about: Haseeb Awan's journey from Pakistan to the U.S., facing unexpected immigration challenges and eventually obtaining an EB1A green card. Thoughts on the significance of U.S. citizenship, including voting and freedom of expression. Observations on Silicon Valley's culture of innovation and support for entrepreneurs. The power of community and ambition in achieving dreams, shown by Hasib's success as CEO of Efani Secure Mobile. The importance of strategic immigration and recruiting global talent for U.S. competitiveness. Highlighting the opportunities in the U.S. for dreamers, despite challenges and high living costs in the Bay Area Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: LinkedIn - https://www.linkedin.com/in/haseebawan/ Website - haseebawan.com efani.com https://stevenpressfield.com/books/  Alcorn Immigration Law: Subscribe to the monthly Alcorn newsletter Sophie Alcorn Podcast: Episode 16: E-2 Visa for Founders and Employees Episode 19: Australian Visas Including E-3 Episode 20: TN Visas and Status for Canadian and Mexican Citizens Immigration Options for Talent, Investors, and Founders Immigration Law for Tech Startups eBook

Pour l'épisode de cette semaine, je reçois Brivael Le Pogam, cofondateur et CTO de Argil.Argil, c'est une plateforme qui permet à n'importe qui de générer des vidéos avec des avatars réalistes grâce à l'intelligence artificielle. Une technologie complexe rendue accessible à travers un éditeur vidéo complet.Dans cet épisode, on revient sur le parcours de Brivael : ses débuts dans la Silicon Valley, sa première boîte avec son associé Laodice Ménard, et la genèse d'Argil à partir d'un projet de knowledge management puis d'un orchestrateur de workflows IA.Brivael nous raconte comment ils ont su pivoter vers la création d'un modèle d'avatar vidéo, les choix techniques qu'ils ont dû faire, les challenges du fine-tuning, et la stratégie qui leur a permis de générer rapidement des millions de vues... et d'attirer l'attention de Marc Andreessen ! On parle aussi de leur passage chez Y Combinator et des arbitrages entre produit, modèle, growth et sales.Vous pouvez suivre Brivael sur LinkedIn.Bonne écoute !Mentionnés pendant l'épisode :Y CombinatorMarc AndreessenMCP (Model-Context Protocol)CursorPour soutenir SaaS Connection en 1 minute⏱ (et 2 secondes) :Abonnez-vous à SaaS Connection sur votre plateforme préférée pour ne rater aucun épisode

Earth AI is discovering untapped critical metal deposits at half the cost in a fraction of the time. They combine machine learning and new modular drilling technology to move from detecting a prospect to drilling in just three to six months. They recently announced $20M in Series B funding in an oversubscribed round led by Tamarack Global and Cantos Ventures. Participating investors include Overmatch, Alpaca, Sparkwave Capital, Y Combinator, and Scrum Ventures.Roman is a YC alum, ex-PhD candidate at the University of Sydney,  and geologist with 10 years of industry and research experience in Europe, the Middle and Far East, and Australia.Here are 6 topics we covered in the podcast:1. The Problem The world faces a projected $10T demand for critical metals by 2050, yet new mineral discoveries have declined by 70% over the last decade. Current exploration methods are expensive, slow, and increasingly inefficient.2. AI-Powered Discovery Roman's team developed a machine learning model trained on 50 years of exploration data. The AI identifies geological proxies—subtle clues that indicate where valuable minerals may lie beneath the surface.3. Vertical Integration After realizing the industry wasn't ready to adopt their tech, Earth AI built its own exploration and drilling systems. This vertical integration slashed costs and sped up testing, allowing them to confirm mineral targets rapidly.4. Breakthrough Results Their AI led to the first-ever discovery of magnetic nickel on Australia's East Coast. They've since found lithium, silver, and lead deposits, securing land cheaply and unlocking high-value prospects.5. Founder Wisdom Roman emphasizes sustainable work habits and a strong internal compass. He credits storytelling as crucial to convincing investors and the broader industry of Earth AI's potential.--

What does it take to go from thinking "I'm not the type to start a company" to building a $2.5B startup that serves over 10,000 businesses? Christina Cacioppo, founder & CEO of Vanta, shares her raw and remarkable journey in this episode of Secret Leaders In this candid interview, we dive into Christina's path from Stanford to Silicon Valley royalty—funding startups like Twitter and Etsy, then jumping into the deep end to teach herself to code. Learn how she went from solo builder to unicorn founder, the scrappy early days of Vanta, why she waited until $10M ARR to raise funds, and the lessons she picked up alongside the founders of OpenSea and Substack at Y Combinator. Topics We Cover: Leaving a dream VC job to learn to code  Building failed side projects and what they taught her Working at Dropbox during hypergrowth The real story behind launching Vanta Why “doing things that don't scale” worked AI at Vanta and what's next Overcoming imposter syndrome as a young female founder _______________ Sign up to Wise Business banking: https://wise.com/uk/business/ Join Vanta and receive $1000 off: http://vanta.com/secretleaders

Flexport was a breakout success—reimagining global trade with tech at its core. But when the freight market cooled and efficiency overtook service, things started to unravel. Founder Ryan Petersen stepped aside, handing the CEO role to former Amazon exec Dave Clark. Months later, he was back at the helm.In this episode, Ryan explains what went wrong, how he's rebuilding Flexport—cutting $300M in costs, restoring customer focus—and why promoting from within beats chasing outside stars. He also weighs in on Trump's proposed tariffs and what they could mean for the future of global trade.Chapters: 00:00 Trailer00:31 Introduction02:07 Meeting smart people, seeing the world03:40 Eroded margins09:52 Charismatic and overconfident15:32 Not an overnight decision20:08 The founder has returned23:10 Redoing the hiring26:38 No substitute for passion31:00 Working for and with my brother37:28 Working with forwarders42:14 Being a founder can be lonely47:49 Life's work54:06 The right person for the job1:00:55 19 countries1:04:57 Blowing people up1:07:24 Work and being a good dad1:08:34 Not doing it for money and loving money1:17:52 Import and export tariffs1:22:57 De minimis1:25:54 Panama and the Suez Canal1:36:50 Going public1:42:24 Who Flexport is Hiring 1:42:42 What "grit" means to Ryan1:43:06 OutroMentioned in this episode: Founders Fund, Amazon, Toyota Motor Corporation, Slack, Brex, Pedro Franceschi, Henrique Dubugras, United States Customs and Border Protection, ImportGenius, Michael Kanko, Y Combinator, Paul Graham, Intel Corporation, Shopify, Geely Holding (Zhejiang Geely Holding Group Co., Ltd.), The Volvo Group, Intuit TurboTax, David Petersen, BuildZoom, TechCrunch, Google, Figma, Barack Obama, Donald Trump, Jimmy Carter, Panama Canal Authority, United States Navy, Coinbase, Uber, AirbnbLinks:Connect with RyanXLinkedInConnect with JoubinTwitterLinkedInEmail: grit@kleinerperkins.comLearn more about Kleiner Perkins

In this eye-opening episode, we sit down with Ian Hinckley from DGI Apparel to tackle the tough questions everyone in the custom apparel game is asking. From rising tariffs and supply chain chaos to the tech-driven shakeup in how shops order and operate — Ian breaks it all down.

Geoffrey Woo is a serial entrepreneur, investor, and biohacker best known for co-founding HVMN (makers of Ketone-IQ), co-leading Anti Fund with Jake Paul, and pioneering thought leadership around performance, venture capital, and content distribution. A Stanford grad and Y Combinator alum, Geoffrey bridges the elite worlds of Silicon Valley, Wall Street, and the creator economy—bringing raw honesty and clarity to how modern businesses are built. Geoffrey Woo sits down to drop a masterclass on modern leverage- blending content, capital, and competition into a blueprint for high-performance living. From lessons learned building 9-figure brands to the deeper mindset shifts needed to reclaim purpose in a distracted world, Geoffrey unpacks what it means to truly play the game hard. Whether you're a founder, creator, or just someone trying to win- this one hits every level. What we cover:- Content is the New Leverage -  How to escape default systems and start playing the game on your own terms -  Why founders need both raw grit and technical skill -  Lessons from Geoff's family history -  What Geoff looks for in investments Timestamps:(00:00) Authenticity in content and the Lance Armstrong interview (07:00) Why now is the time to build a voice before AI takes over (13:00) Capital follows attention- content as leverage (19:00) Jake Paul's reinvention and the hunger for competition (25:00) Geoffrey's family history and the immigrant mindset (31:00) The “free roll” perspective- play hard because you can (37:00) Reclaiming childlike curiosity and avoiding burnout (43:00) Escaping systems and living on your own terms (50:00) How Geoffrey makes decisions: terminal value and focus (57:00) The future of brand marketing and buying attention right*** LINKS***Check out our Newsletter - Food for Thought - to dramatically improve your health this year!Join The Meat Mafia community Telegram group for daily conversations to keep up with what's happening between episodes of the show.Connect with Geoff:InstagramLinksConnect with Brett:InstagramXConnect with Harry:InstagramXConnect with Meat Mafia:Instagram - Meat MafiaX - Meat MafiaYouTube - Meat MafiaConnect with Noble Protein:Website - Noble ProteinX - Noble ProteinInstagram - Noble ProteinAFFILIATESLMNT - Electrolyte salts to supplement minerals on low-carb dietThe Carnivore Bar - Use Code 'MEATMAFIA' for 10% OFF - Delicious & convenient Pemmican BarPerennial Pastures - Use CODE 'MEATMAFIA' 10% OFF - Regeneratively raised, grass-fed & grass-finished beef from California & MontanaFarrow Skincare - Use CODE 'MEATMAFIA' at checkout for 20% OFFHeart & Soil - CODE ‘MEATMAFIA' for 10% OFF - enhanced nutrition to replace daily vitamins!Carnivore Snax - Use CODE 'MEATMAFIA' Crispy, airy meat chips that melt in your mouth. Regeneratively raised in the USA.Pluck Seasoning - 15% OFF - Nutrient-dense seasoning with INSANE flavor! Use CODE: MEATMAFIAWe Feed Raw 25% OFF your first order - ancestrally consistent food for your dog! Use CODE 'MEATMAFIA'Fond Bone Broth - 15% OFF - REAL bone broth with HIGH-QUALITY ingredients! It's a daily product for us! Use CODE: MAFIAMaui Nui- 15% OFF. Use CODE: MEATMAFIA

Landbase is pioneering a new approach to go-to-market automation, using agentic AI to help businesses generate leads that convert. With $12.5 million in seed funding, Landbase is automating the mundane aspects of sales and marketing while leveraging machine intelligence to recommend high-converting campaign strategies.  In this episode of Category Visionaries, I spoke with Daniel Saks, CEO and Co-Founder of Landbase, about his journey from building the unicorn AppDirect to his latest venture. Daniel shared his vision for creating software that works for you, not the other way around, and how AI-powered tools can help reclaim your day by turning months-long campaign processes into minutes. Topics Discussed: Landbase's mission to solve the challenge of generating leads that convert Using agentic AI to create go-to-market campaigns with high conversion potential The transition from months to minutes for launching marketing campaigns Daniel's journey building AppDirect into a unicorn and his decision to start Landbase The shifting landscape of B2B technology from on-prem to SaaS to AI Finding motivation beyond material success and focusing on mission-driven work Landbase's three core OKRs: faster, cheaper, better How AI can harness data to enhance human performance, not replace humans Building "GTM1 Omni," Landbase's domain-specific model for go-to-market insights The concept of "digital trust" and its importance in modern marketing efforts   GTM Lessons For B2B Founders: AI should augment humans, not replace them: Daniel emphasizes that AI's role is to "automate the mundane so humans can do more human things." The most effective AI implementation preserves human agency while enhancing performance through machine intelligence. Focus on micro-ICPs for higher conversion: Landbase's data shows that targeting micro-ICPs (Ideal Customer Profiles) or niche audiences with specific problems can yield dramatically higher engagement rates—sometimes up to 90% email open rates compared to 1% for broader approaches. Opportunity in underdigitized industries: Traditional businesses like tool and die manufacturing, landscaping, or mining represent untapped markets for digital solutions. Being the first to create content for these niches can give you a significant advantage. Digital trust is the new currency: Building trust through your digital presence is critical. This includes having relevant case studies (video performs better than text), third-party ratings and reviews, credible authorities discussing your brand, and strong domain authority through proper backlinks. The Y Combinator playbook is outdated: Daniel argues that the traditional lean startup methodology of building a point solution around a defined customer market doesn't work in today's AI landscape. Creating a sustainable moat requires thinking differently and taking greater risks.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co

I saw an article recently that a quarter of the Y Combinator startups have 95% of the code in their repos being AI generated. The article notes that if no other startups had any AI generated code (no idea the likelihood here, then about 24% of their code for startups is GenAI written. 24% Is that high or low? If you think about all the code you've written in the last year, how much of it could be reasonably generated by AI? All the queries, schema changes, test code, dummy data insertions, refactoring to add a column to a table or result set. Could it be AI written?   Read the rest of How Much AI Code Would You Use?

Today's show: We dive into the latest tech and startup news — including Palantir's bold new fellowship program that challenges the traditional college path, and DoorDash's rollout of burrito-delivering Coco robots in LA and Chicago. We debut our new segment “Tips from the Trenches,” focused on how to land your first customers, and wrap up with two great Office Hours: BRX.ai (self-healing AI agents) and InviteJet (calendar-based marketing). Plus, one founder's wild story about a fake investor using an AI deepfake on Zoom. Don't miss Jason's tactical GTM advice and a reminder that if no one complains about your pricing, you're probably too cheap.*Timestamps:(0:00) Jason kicks off the show!(2:01) Palantir's new fellowship program and alternative education paths(9:12) Digg's Groundbreakers program and paid community model(10:33) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(13:21) DoorDash's partnership with Coco robotics for deliveries and the future of robotic deliveries(20:26) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist(21:56) Tips from the Trenches “Your First Customers”(22:31) Strategies for acquiring first customers from Y Combinator founders(30:35) AdQuick - For TWiST listeners - AdQuick is waiving their fee on your first campaign. Visit https://www.adquick.com/twist(32:00) Office Hours with Jake and Daniel from BRX about their product and growth strategy(41:05) Feedback on BRX's website clarity and branding strategies(46:45) Office Hours with Brian Watson from InviteJet(49:00) Challenges faced by InviteJet and dealing with fraudulent investors(56:43) InviteJet's churn rates, ideal customer profiles, and future plans(1:01:43) Discussing Invitejet's pricing strategies, customer loyalty, and marketing tactics*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/v19fcp*Links from the show:BRX AI: https://brx.ai/InviteJet: https://www.invitejet.com/*Follow BRX:X: https://x.com/BRXinc*Follow InviteJet:X: https://x.com/InviteJet*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis*Thank you to our partners:(10:33) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(20:26) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist(30:35) AdQuick - For TWiST listeners - AdQuick is waiving their fee on your first campaign. Visit https://www.adquick.com/twist*Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland*Check out Jason's suite of newsletters: https://substack.com/@calacanis*Follow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com*Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Keywords:  entrepreneurship, startups, technology, finance, machine learning, Y Combinator, Go Parrot, Penguin AI, business growth, digital transformation, website engagement, conversion rates, technology insights, personalized communication, business transition, automation, small business, challenges, future vision Summary:  In this episode, Mitch Beinhaker interviews John DiLoreto, who shares his journey from finance to entrepreneurship. John discusses his early career at JP Morgan, his transition to tech, and his experiences with startups, including Go Parrot and Penguin AI. He emphasizes the importance of learning through experience, the challenges of scaling a business, and the critical role of websites in B2B conversions. In this conversation, John DiLoreto discusses the importance of understanding website engagement and conversion rates, leveraging technology to gain insights into visitors, and the significance of personalized communication in converting leads. He shares his journey transitioning from Penguin AI to Knock2.ai, emphasizing the need for businesses to automate customer engagement processes. John also highlights the challenges of running a business, the importance of time management, and his vision for the future of Knock2.ai, which aims to provide businesses with tools to capture interest and convert it into real value. Takeaways John studied finance at Villanova but didn't know his career path. He transitioned from finance to tech due to interest in machine learning. John's first startup experience was with Go Parrot, which was acquired by Square. He learned valuable lessons about sales and customer engagement at Go Parrot. Scaling a business requires different management strategies than starting one. John's experience at Y Combinator provided a supportive entrepreneurial community. Penguin AI focuses on improving B2B website conversion rates. The average B2B website converts only about 1% of its traffic. Networking and personal connections are crucial for business success. John emphasizes the importance of learning from mistakes in entrepreneurship. Understanding visitor engagement is crucial for conversion rates. Technology can provide insights into website visitors. Personalized communication increases the likelihood of conversion. Transitioning businesses requires careful planning and execution. Automation can save time and improve customer engagement. Small businesses can benefit from cost-effective technology solutions. Time prioritization is essential for effective business management. Building a team allows for better delegation of tasks. Every business should know who is interested in their services. The future of business technology lies in automation and personalization. Titles From Finance to Tech: John's Entrepreneurial Journey Navigating the Startup World: Lessons from Go Parrot Scaling Businesses: Insights from a Growing Company The Importance of Community in Entrepreneurship Penguin AI: Revolutionizing B2B Conversions Sound Bites "I was technically still a student." "I handed out about 500 flyers." "I learned a ton about management." "The website is still critical." "You only get 1% of that." "1% is just too low." "Not having to start from scratch each time." "We can fully automate it." "Time prioritization is always it." "You can't do everything yourself." "You should know who's expressing interest." Chapters 00:00 Introduction to Entrepreneurship and Background 06:04 Transition from Finance to Tech 09:27 First Startup Experience: Go Parrot 17:32 Scaling and Learning in a Growing Company 25:36 Founding Penguin AI and Y Combinator Experience 29:30 Understanding Website Engagement and Conversion Rates 31:51 Leveraging Technology for Visitor Insights 36:21 The Importance of Personalized Communication 38:34 Transitioning from Penguin AI to Knock2.ai 40:10 Building a Business on Your Own Terms 43:15 The Role of Automation in Customer Engagement 47:50 Cost-Effectiveness for Small Businesses 51:11 Challenges of Running a Business 54:07 Future Vision for Knock2.ai

Y Combinator has long been - and continues to be - the tip of the innovation spear. That's why I was especially excited to sit down with Garry Tan, President & CEO of Y Combinator, for a conversation that gets right to the core of what's changing across the startup landscape.At Interplay, I've spent years working alongside entrepreneurs who are laser-focused on building, scaling, and making a lasting impact. Over that time, I've seen countless trends come and go - but when a true seismic shift hits, like the one we're seeing with AI today, it's critical to step back and understand the bigger picture.Garry and I dove deep into why vertical SaaS and AI-native startups are poised to drive the next wave of innovation, how lean, AI-augmented teams are rewriting the rules of company building, and why real traction still comes down to solving tangible user problems. We also explored the geographic shifts reshaping where startups thrive, the current realities of AI adoption, and what it truly takes to build a product the world actually wants. It's a great, timely conversation.A special thanks to Garry for joining me and sharing his insights.00:00 – Introduction: Why Garry Tan and Y Combinator Matter00:48 – Garry Tan Joins the Conversation02:00 – Trends at the Top of the Startup Funnel02:45 – The Rise of AI and Vertical SaaS Opportunities04:00 – Leaner Startups: Building Companies with Smaller Teams05:00 – How AI is Reshaping Company Growth and Scaling06:00 – Internal Use of AI: Operational Efficiency Across Startups07:30 – Early Innings: The Long-Term Impact of AI09:00 – Mainstream AI Adoption: How Far We Have to Go10:00 – Geography Trends: Where Startup Hubs Are Emerging11:00 – Why San Francisco Still Matters for Founders12:30 – The Golden Age of Startups: What's Next13:30 – Critical Skills for Founders in the AI Era14:00 – The #1 Reason Startups Fail: Solving Real User Problems14:30 – Closing Thoughts: Building the Future of InnovationLinks:Garry Tan: LinkedInY Combinator: Website, LinkedInBook: The Fundraising RulesInterplay: Website, LinkedIn, TwitterMPD: LinkedIn, Twitter

Rachit Kataria is the Co-Founder & CEO of Centralize (https://www.usecentralize.com/) an all-in-one deal collaboration platform for enterprise revenue teams backed by Y Combinator. In this episode, Rachit shares his career story, the origins of Centralize, and the AI opportunity for Enterprise Sales. SPONSORS:• Surfe (LinkedIn Prospecting Streamlined) - SP Promo link: https://www.surfe.com/?kfl_ln=jesse-woodbury• Fathom (#1 AI Notetaker) - SP Promo link: https://fathom.partnerlinks.io/salesplayersEPISODE LINKS: • Website: https://www.usecentralize.com/ • LinkedIn: https://www.linkedin.com/in/rachitkataria/CONNECT WITH JESSE: • LinkedIn: https://www.linkedin.com/in/jessewoodbury/ • Website: https://jessewoodbury.com/HELP GROW SP: • Join Sales Players Slack Community: https://www.launchpass.com/saas_sales_players/free • Subscribe! • Leave a rating, write a review, and share • Check out the above sponsors, it's the best way to support the showGUEST HIGHLIGHTS:Morgan J. Ingram, Chris Orlob, Ian Koniak, Jeb Blount, Brandon Fluharty, Scott Leese, Sarah Brazier, Jamal Reimer, Jen Allen-Knuth, Andy Paul, Collin Mitchell, Tim Zielinski, Christian Banach, Rajiv 'RajNATION' Nathan, Belal Batrawy, Christine Rogers, Chris Beall, Patrick Baynes, Jeroen Corthout, Nate Nasralla, Gabe Lullo, Vince Beese, Brandon Bornancin, Girish Redekar, Guillaume Moubeche, Lloyed Lobo, Corey Quinn, Danny Delvecchio, Tom Slocum, Todd Busler, Richard Harris, Krysten Conner, Dan Goodman, Kris Rudeegraap© Sales Players, LLC

History may not repeat itself, but it certainly rhymes. Vibe coded games, like a flight simulator from @levelsio, are reminiscent of early iPhone app store games like Flappy Bird and Paper Toss. How else are consumer tech cycles evolving? Lightspeed Partner Michael Mignano welcomes back investor Semil Shah for their quarterly check-in. They talk about the landscape of VC seed investing, the impact of AI on tech hubs like New York, LA, and the Bay Area, and whether accelerators like Y Combinator still have the same edge?Flight Simulator: fly.pieter.comEpisode Chapters:(01:22) LA vs NYC Tech Scenes(02:54) AI's Geographic Pull(05:37) Gaming as Future Consumer Tech(08:35) Vibe Coding(17:40) Seed Investing in the AI Era(25:13) The Series A Crunch(36:03) Rising Series A Standards(41:14) Bootstrapping vs VC for AI(45:26) Value of University Degrees(55:32) YC's Expanded Cohorts(57:52) Overlooked Seed TrendsStay in touch:www.lsvp.comX: https://twitter.com/lightspeedvpLinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/Instagram: https://www.instagram.com/lightspeedventurepartners/Subscribe on your favorite podcast app: generativenow.coEmail: generativenow@lsvp.comThe content here does not constitute tax, legal, business or investment advice or an offer to provide such advice, should not be construed as advocating the purchase or sale of any security or investment or a recommendation of any company, and is not an offer, or solicitation of an offer, for the purchase or sale of any security or investment product. For more details please see lsvp.com/legal.

This week, we have Trey Holterman, Co-Founder and CEO of Tennr, on the show. Tennr automates manual tasks in healthcare operations using a proprietary LLM and has raised over $61 million in VC funding from Lightspeed, a16z, Y Combinator, and others. Trey covers his journey from captaining the Stanford rowing team to navigating improv comedy and building Tennr. We dive into how Tennr defines success through improved patient experience and why hard problems attract great engineers.Trey also unpacks why his team avoids buzzwords like “AI”, despite having a clear real-world application of a LLM.Episode Chapters:How rowing influenced Trey - 2:33Building leadership skills - 4:15Dabbling in standup comedy - 8:04Tennr's founding story - 10:10How Tennr delivers ROI to customers - 13:25Hard problems attract great engineers - 17:03RaeLM (proprietary vision model) - 22:06Positioning as Healthcare Cowboys - 26:43Summoning God through a machine - 31:14The future patient journey - 34:01Quick fire round - 41:47As always, feel free to contact us at partnerpathpodcast@gmail.com. We would love to hear ideas for content, guests, and overall feedback.This episode is brought to you by Grata, the world's leading deal sourcing platform. Our AI-powered search, investment-grade data, and intuitive workflows give you the edge needed to find and win deals in your industry. Visit grata.com to schedule a demo today.Fresh out of Y Combinator's Summer batch, Overlap is an AI-driven app that uses LLMs to curate the best moments from podcast episodes. Imagine having a smart assistant who reads through every podcast transcript, finds the best parts or parts most relevant to your search, and strings them together to form a new curated stream of content - that is what Overlap does. Podcasts are an exponentially growing source of unique information. Make use of it! Check out Overlap 2.0 on the App Store today.

Brandon Rodman is a serial entrepreneur and visionary leader recognized for his talent in establishing innovative companies from scratch. A native of Eugene, Oregon, Rodman earned a degree in Communications with a focus on Marketing and Advertising from Brigham Young University. His early career in sales, where he led large teams, sharpened his skills in leadership, recruitment, and strategy, laying the groundwork for his entrepreneurial journey.In 2008, during the peak of the economic recession, Rodman co-founded Weave (originally called Recall Solutions) from the attic above his garage. What started as a call center evolved into a groundbreaking customer communication platform aimed at strengthening patient-doctor relationships through integrated software, telephony, and CRM tools. Under Rodman's leadership, Weave became the first Utah-based company accepted into Y Combinator in 2014, a pivotal moment that propelled its growth. Rodman raised over $300 million in funding, expanded the company to nearly $100 million in annual recurring revenue, and guided it to a successful IPO on the NYSE in 2021. His employee-centric approach earned him widespread recognition, including a #4 CEO ranking in America by Glassdoor in 2019 with a 99% approval rating and the 2019 CEO of the Year award from Utah Business. Rodman stepped down as Weave's CEO in 2020, transitioning to Chairman of the Board, but his legacy as a founder who emphasized culture and innovation endures.After 18 months of exploring new ideas, Rodman launched Previ in January 2022, where he serves as CEO and co-founder alongside Gabe Gunderson. Previ aims to revolutionize consumer finance by offering a payment platform that provides 10-20% cash back on everyday expenses, paid directly from users' paychecks. Rodman describes Previ as his “life's work” from a business perspective, blending profitability with a mission to put more money back into consumers' pockets. Based in Lehi, Utah, Rodman continues to drive Previ's growth while drawing on lessons learned from Weave's challenges and triumphs.Rodman's leadership philosophy emphasizes psychological safety, employee empowerment, and the creation of environments where teams can thrive. He is married to Lindsay Rodman, with whom he has four children, balancing his professional ambitions with a commitment to family. His story is one of resilience—having once liquidated personal assets to keep Weave afloat—and reflects a relentless drive to build businesses that make a meaningful impact.Connect with Silicon Slopes: https://www.siliconslopes.comSocial:X - https://x.com/siliconslopesInstagram - https://www.instagram.com/siliconslopes/LinkedIn - https://www.linkedin.com/company/silicon-slopes/YouTube - https://www.youtube.com/channel/UC8aEtQ1KJrWhJ3C2JnzXysw

Is AI the future of financial decision-making? Tech entrepreneur Alexander Harmsen, founder of PortfolioPilot.com, reveals how AI is revolutionizing investing, eliminating human bias, and reshaping portfolio management. Learn how AI-driven insights can help you make smarter financial decisions and stay ahead in the market!==========================================

This Week in Startups is brought to you by…Kyte - TWIST Listeners: Go to https://kyte.com/ and download the Kyte app today. Use code JASON to save 10% on your first rental.Atlassian - Head to https://www.atlassian.com/startups/twist to see if you qualify for 50 free seats for 12 months.Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twistToday's show: Jason and Alex go deep into the shocking new details about the Rippling vs. Deel corporate espionage scandal—where a self-admitted spy fed confidential product roadmaps and sales data to a rival CEO for €5K/month. Plus, they interview Rabbit CEO Jesse Lyu about their bold comeback with their new “Intern” AI agent that builds entire apps from a single prompt - Jason calls it a breakthrough. And we kick off Pitch Madness with fierce Founder Friday pitch battles featuring AI podcast tools and women's sports communities. Spy drama, next-gen tech, and raw founder energy—don't miss it.Timestamps:(0:00) Teaser: Rippling vs. Deel Espionage Case(1:46) Podcast updates and listener engagement(2:31) Job openings at Launch and This Week in Startups(4:19) Rippling and Deel lawsuit details and espionage activities(9:58) Kyte - TWIST Listeners: Go to https://kyte.com/ and download the Kyte app today. Use code JASON to save 10% on your first rental.(11:31) Stolen information and the aftermath of the espionage case(16:21) Corporate espionage vs. corporate intelligence debate(19:38) Atlassian - Head to https://www.atlassian.com/startups/twist to see if you qualify for 50 free seats for 12 months.(23:07) Board independence, whistleblower protections, and CEO behavior(25:10) Y Combinator's culture of rule bending(28:41) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(30:02) Jesse Lu's YC experience and launch of Rabbit(34:48) Navigating the hype cycle as a founder and RabbitOS demo(45:02) Estate management and technology with Rabbit(48:39) Conclusion of interview with Jesse Lu(48:51) Launching Founder Friday pitch offs(50:43) Pitch: Snipd - AI-powered podcast app(53:29) Pitch: MedSimple - Medical education platform(57:10) Pitch: Trova - Workplace connection platform(58:45) Pitch: Osprey - Community for women in sports and entertainment(1:05:30) Analysis and decision: MedSimple vs Snipped and Osprey vs Trova(1:09:23) Discussion on Osprey's business model(1:10:33) Tips for improving pitch presentations(1:11:02) Announcement of Twist 500 competition(1:11:46) Closing remarks and social media call to actionSubscribe 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/v19fcpLinks from the show:Rabbit website: https://www.rabbit.tech/?srsltid=AfmBOorumixyS_kXbNPL2tDqLBsI08B4Hs3xUSZkOLS2nlKsatop5VG2Follow Jesse:X: https://x.com/jessechenglyuLinkedIn: https://www.linkedin.com/in/jesselyu/Follow 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:(9:58) Kyte - TWIST Listeners: Go to https://kyte.com/ and download the Kyte app today. Use code JASON to save 10% on your first rental.(19:38) Atlassian - Head to https://www.atlassian.com/startups/twist to see if you qualify for 50 free seats for 12 months.(28:41) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twistCheck 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

In this episode, host I test Manus AI's ability to function as an AI co-founder by asking it to develop a million-dollar business idea focused on AI. The system analyzes Y Combinator startups and Reddit trends to identify opportunities, ultimately recommending an AI-powered micro-consulting platform for small businesses. Manus delivers a comprehensive business proposal including market validation, pricing strategy, and even designs a functional landing page.Timestamps:00:00 - Intro01:41 - Initial Prompt: Ideas for $1M Startup in 18 Months03:24 - Manus AI Processing Prompt06:25 - Alternative Use Cases of Manus AI13:14 - Results from First Prompt15:19 - Prompt 2: Focus on Niche Startup Opportunities 17:46 -  Results from Second Prompt23:15 - Prompt 3: Validate Ideas with data and trend analysis27:00 - Prompt 4: Refining data and trend analysis29:0` - Prompt 5: Creating a Landing Page with Manus34:23 - Reviewing results from Business Proposal37:35 - Results from Fifth Prompt39:25 - Final Thoughts on Manus AI and Startup IdeasKey Points:• I explore Manus AI's multi-agent capabilities to generate a viable startup idea that could make $1 million in 18 months• Manus AI analyzes YC's latest batch, Reddit trends, and market opportunities to identify niche AI business concepts• The AI recommends "AI-powered micro-consulting for SMBs" as the most promising opportunity• Manus creates a complete business proposal including landing page design, pricing strategy, and go-to-market plan1) I challenged Manus AI (a multi-agent AI system) to develop a complete business plan for an AI startup that could make $1M in 18 months.The goal: See if AI can identify REAL market trends and opportunities better than humans can.2) What makes Manus different from ChatGPT?• Multi-agent capabilities (can browse while chatting)• Can analyze multiple sources simultaneously• Performs complex research tasks independently• Creates actual code/designs, not just concepts3) The COOLEST use cases Greg discovered while testing Manus:• Converting unstructured data into organized tables• Analyzing financial reports like a JP Morgan analyst• Contract review (saving $1500+ lawyer fees)• Creating highlight reels from podcast audio• Building websites from scratch4) The AI identified these KEY TRENDS in the AI startup landscape:• Vertical-specific AI solutions for regulated industries• AI agents for specialized workflows• Infrastructure tools helping others deploy AI• No-code/low-code AI accessibility solutions5) The WINNING IDEA Manus proposed: "Spark Console AI" - an AI-powered micro-consulting platform for small businesses.The problem it solves? SMBs need expert consulting but can't afford $150-500/hour traditional services.The solution? $49-500/month AI consulting agents.6) What impressed me most: Manus VALIDATED the idea with ACTUAL DATA:• 47% growth in r/smallbusiness subscribers• Direct quotes from Reddit showing pain points:"I'd love expert advice but can't justify $200 consultants""Generic AI tools don't understand my industry challenges"7) Manus even built a COMPLETE landing page with:• Eye-catching design• Lead generation forms• Interactive business assessment• Pricing tiersAll without Greg needing to write a single line of code! 8) The LIMITATIONS Greg found:• You still need to ask the right questions• It's more like a "junior employee" than a true co-founder• Takes 10-15 minutes for complex tasks• You need to push back on some recommendations9) My takeaway: We're entering an era where the COMPETITIVE ADVANTAGE isn't coding ability - it's knowing which QUESTIONS to ask AI.The winners will be those who can identify trends and direct AI to build solutions that ride those tailwinds.Notable Quotes:"In a world where anyone could create software... figuring out what is the brand, what is the landing page, what is the product, and what is the trend... is gonna help you actually build a business, not just build a product." - GregLCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/BoringAds — ads agency that will build you profitable ad campaigns http://boringads.com/BoringMarketing — SEO agency and tools to get your organic customers http://boringmarketing.com/Startup Empire - a membership for builders who want to build cash-flowing businesses https://www.startupempire.coFIND ME ON SOCIALX/Twitter: https://twitter.com/gregisenbergInstagram: https://instagram.com/gregisenberg/LinkedIn: https://www.linkedin.com/in/gisenberg/

Pi Day gets its due; Y Combinator marks 20 years of “disruption”; Americans lose $12.5B to scams thanks to AI and social media; Deliveroo posts a profit but still tanks on Wall Street; Twitter's security remains a joke; Pinterest steals user content for AI; and a rogue developer gets busted for a kill switch scheme. Severance Season 2 costs $20M per episode; Ted Lasso returns despite ending; Waymo's driverless taxis rack up parking tickets; and Apple plans to turn AirPods into live translators. Meanwhile, the FCC launches a National Security Council, the U.S. housing agency flirts with crypto, and hermit crabs show better teamwork than Big Tech.Sponsors:DeleteMe - Head over to JoinDeleteMe.com/GOG and use the code "GOG" for 20% off.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/688FOLLOW UPIt's Pi Day.The Man Behind The American OligarchyIN THE NEWSDeliveroo turns first annual profitFTC says Americans lost $12.5B to scams last yearConsumer Reports finds popular voice cloning tools lack safeguardsThe FCC is creating a new Council for National Security within the agencyDOGE axes CISA ‘red team' staffers amid ongoing federal cutsJudge Calls DOGE Firings a ‘Sham,20 Plagues Y Combinator Unleashed on the World Over the Last 20 Years‘We Are Witnessing a New Brain Drain' as Scientists Flee America for FranceElon Musk claims bad actors in Ukraine are behind “massive“ X cyberattackThe Real Reason Twitter Went DownDeveloper convicted for “kill switch” codePinterest to Train AI Models on User ContentU.S. Housing Agency Considers Launching Crypto ExperimentWaymo was slapped with nearly 600 parking ticketsAre We Inside a Black Hole?MEDIA CANDYSeverance is laughing at youSomehow, Severance season 2 cost an enormous $20 million per episodeEddy Cue and Ben Stiller interview each other about SeveranceParadiseThe White LotusBlack Mirror: Season 7 | Official TrailerTed Lasso Returning for Season 4Apple Music Classical expands to the webAphex Twin Curates a Massive 191-Song PlaylistPlaylist - Music selected by Aphex Twin for Supreme.Matt Pinfield Comes Out of a Coma After Suffering Massive StrokeAPPS & DOODADSAudioShake Launches Breakthrough AI Model to Separate Overlapping VoicesZoom PodTrak P2Apple reportedly plans to add a live-translation feature to AirPods'Don't let your kids be on Roblox', Roblox CEO tells parentsAT THE LIBRARYCareless People: A Cautionary Tale of Power, Greed, and Lost Idealism by Sarah Wynn-WilliamsMeta is trying to silence a former executiveTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireOnly Malware in the BuildingGravity FallsBaiting A Romance FraudsterHermit Crabs: Conga Line CooperationSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Techdirt has finally accepted the inevitable and gone full democracy blog—because let's face it, politics and tech are now the same dumpster fire. Google rolled out AI Mode for Search, proving once again that the internet is just Clippy with better branding. Meanwhile, Billy McFarland insists Fyre Festival 2 is totally happening, despite Mexican officials pointing out that his coordinates literally lead to the ocean. Speaking of fraud, Tesla sales are in freefall thanks to Elon's alt-right cosplay, and people are setting Teslas on fire in protest. And in rich-guy disconnect news, Google's Sergey Brin thinks engineers should work 60-hour weeks to build the AI that will replace them. That's some late-stage capitalism poetry right there.Elsewhere, Trump Media paid Don Jr. nearly a quarter of its revenue to show up twice, while indie musicians can't afford to tour, proving once again that grifting is more profitable than making art. Technicolor shut down overnight, stranding 10,000 workers because Hollywood's financial planning is apparently as stable as a Starship rocket launch. Oh yeah, SpaceX exploded another one.Meanwhile, Netflix's attempt to upscale A Different World turned it into a Lovecraftian horror show. A quarter of Y Combinator startups now run on “vibe coding,” meaning their software is basically a Ouija board with extra steps. The AI takeover continues as OpenAI plans to charge $20,000 monthly for specialized AI "agents," proving once again that the revolution will be monetized. Meanwhile, Moscow's Pravda network has been poisoning Western AI chatbots with Russian propaganda, because if you can't convince humans, just brainwash the robots that humans increasingly trust.On the bright side, hackers brought the Humane AI Pin back to life after it was bricked, transforming an overpriced paperweight into... a slightly less useless overpriced paperweight. ChatGPT can now directly edit code in macOS development tools, making it easier for AI to introduce bugs you never would have thought of yourself. Over At the Library, check out "The Tempest" by Peter Cawdron for your first contact fix, and if you're worried about where society is heading (and who isn't?), Timothy Snyder's "On Tyranny" offers a survival guide for our slow-motion constitutional collapse. Finally, in "everything is fine" news, 82% of indie artists can't afford to tour anymore.Enjoy the dystopia, kids – at least we still have our sense of humor.Sponsors:DeleteMe - Head over to JoinDeleteMe.com/GOG and use the code "GOG" for 20% off.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/687FOLLOW UPWhy Techdirt Is Now A Democracy Blog (Whether We Like It Or Not)Google announces ‘AI Mode' as a new way to use Search, testing starts todayGovernment Officials for Announced Fyre Festival 2 Location Say Event “Does Not Exist”‘I'm selling the Nazi mobile': Tesla owners offload cars after Musk's fascist-style salutesTesla Just Got Even More Bad NewsTesla Just Got News About Its Sales in Germany, and It Shows That Elon Musk Has Seriously Messed UpArsonists Set Fire to a Dozen Teslas, Charging Stations Amid "Anti-Capitalist Coordination to Target Tesla"Google's Sergey Brin Says Engineers Should Work 60-Hour Weeks in Office to Build AI That Could Replace ThemEx-Amazon VP explains why rich a-holes with helicopters and personal assistants don't get why you hate your commuteTrump Media Paid Donald Trump Jr. Nearly A Quarter Of Its Annual Revenue. He Attended Just Two Board MeetingsIN THE NEWSCinema Giant Technicolor's Abrupt Shutdown Affects 10,000 Workers WorldwideUS employers cut more jobs last month than any February since 2009No part of Amazon is 'unaffected' by AI, says its head of AGIChatGPT doubled its weekly active users in under 6 months, thanks to new releasesHugging Face's chief science officer worries AI is becoming 'yes-men on servers'A well-funded Moscow-based global ‘news' network has infected Western artificial intelligence tools worldwide with Russian propagandaOnlyFans Model Amouranth Held at Gunpoint for Her Crypto in Home InvasionCrypto Soars Then Plunges Following Trump's Post About a Strategic ReserveFact Sheet: President Donald J. Trump Establishes the Strategic Bitcoin Reserve and U.S. Digital Asset StockpileTrump creates a Strategic Bitcoin Reserve one day ahead of White House crypto summitCFPB drops Zelle lawsuit in latest reversal under Trump administrationCanadian Municpalities and the Canadian Supreme Court to stop using twitter.Ontario once again promises to nix $100 million Starlink deal over Trump tariffsOpenAI reportedly plans to charge up to $20,000 a month for specialized AI 'agents'Kevin Rose, Alexis Ohanian acquire DiggDoes the World Even Want Digg in 2025?Scrolling Through Social Media Has a Unique Effect on Your BodySpaceX's latest Starship test flight ends with another explosionA second Intuitive Machines spacecraft just landed on the moon — and probably tipped overTouch down on the moon with private Blue Ghost lander in this amazing videoMEDIA CANDYHow Many Episodes Should You Watch Before Quitting a TV Show? A Statistical AnalysisNetflix Is Using AI to Upscale a 1980s Sitcom and the Results Are Borderline HorrificDaredevil: Born AgainDavid Duchovny to Explore Real-Life X-Files for History ChannelBeyond Belief: Fact or FictionAncient MysteriesIn Search Of...82% of indie artists can't afford to tour anymoreAPPS & DOODADSThe Humane Ai Pin Has Already Been Brought Back to LifeChatGPT on macOS can now directly edit codeA quarter of startups in YC's current cohort have codebases that are almost entirely AI-generatedThe Vanishing Middle Class of TechWill the future of software development run on vibes?Hallucinations in code are the least dangerous form of LLM mistakesAT THE LIBRARYThe Tempest (First Contact) by Peter CawdronOn Tyranny by Timothy SnyderWarning - DomesticIs Trump preparing to invoke the Insurrection Act? Signs are pointing that waySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.