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Equity is back from Disrupt and  fired up for the rest of the year. Here’s what Alex got into today: Stocks are not peppy to start the week, while crypto prices have also moderated in recent days. Alex could not not talk about the Cisco-Splunk deal, mostly to promise that he’ll finish that post today come hell or high water. The Amazon + Anthropic news is ... Show More
Up next
Yesterday
Anthropic vs. the Pentagon, the SaaSpocalypse, and why competitions is good, actually
The Pentagon has officially designated Anthropic a supply-chain risk after the two failed to agree on how much control the military should have over its AI models, including its use in autonomous weapons and mass domestic surveillance. As Anthropic’s $200 million contract fell ap ... Show More
35m 24s
Mar 4
How PopSockets broke the VC-backed consumer hardware mold
Does a consumer hardware company need to get on the VC treadmill to succeed? Eleven years and 290 million products sold across 115 countries later, PopSockets has proven that the bootstrapped, low-dilution path more viable than the industry gives it credit for. The global consume ... Show More
28m 40s
Feb 27
Who's really running AI? Inside the billion-dollar battle over regulation, with Alex Bores
The Pentagon is playing chicken with Anthropic over who gets to control how the military uses AI while communities across the country are blocking data center construction. As the AI debate has been flattened to “doomers versus boomers,” one state legislator is attempting to walk ... Show More
22m 49s
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