A question about generative AI and the hardware powering voice assistants, projecting the GPU future with the dot com bubble as context, and thoughts on Amazon’s capital expenditures and the state of AWS and Amazon Supply Chain. At the end: An Elon hater reviews the Cybertruck.
Feb 20
(Preview) The Roots of a Global Memory Shortage, Thick, Thin and Apple, Shopify is Fine, Actually
Ben and Andrew discuss the global memory shortage and answer a listener’s question: how did this happen? Topics include: What memory chips have in common with logic chips, why Intel left the memory market in the 1980s, how the international shipping market explains today’s shorta ... Show More
15m 21s
Feb 13
(Preview) Spotify Spreads Its Wings, CapEx Explosions and Distinctions, Q&A on Viral AI Tweets, Anthropic, Giannis
Ben and Andrew react to a killer round of earnings for Spotify and Daniel Ek’s final earnings call, including thoughts on Spotify’s transformation of the music industry, how a record company oligopoly helped create the definitive tech bundle, and why Spotify’s personalization req ... Show More
30m 56s
Feb 6
(Preview) SaaSmageddon and the Future, Microsoft After a Market Correction, Anthropic’s Super Bowl Lies
Ben and Andrew react to a bloodbath for public Saas companies with thoughts on the future of software in the AI era, beginning with why companies choose to outsource solutions to Saas companies today, and why those moats may be more durable than skeptics think. Then: Why SaaS ske ... Show More
27m 38s
Jan 2025
Why CEO Matt Garman is willing to bet AWS on AI
Today, I’m talking with Matt Garman, the CEO of Amazon Web Services. Matt took over as CEO last June — you might recall that we had his predecessor Adam Selipsky on the show just over a year ago. That makes this episode terrific Decoder bait, since I love hearing how new CEOs wil ... Show More
1h 5m
Oct 2020
Hybrid Data Anywhere with AWS Outposts
By next year, up to 90% of enterprises worldwide will build their IT strategies around a mix of on-premises private clouds, public clouds, and existing platforms to handle a growing set of requirements for modern applications. Hear from AWS Outposts PM Rob Czarnecki, and Pure's A ... Show More
28m 33s
Sep 2025
Google DeepMind CEO Demis Hassabis on AI, Creativity, and a Golden Age of Science | All-In Summit
<p>(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win</p> <p>(2:39) What is Google DeepMind? How does it interact with Google and Alphabet?</p> <p>(4:01) Genie 3 world model</p> <p>(9:21) State of robotics models, form factors, and more</p> <p>(14:42) AI sci ... Show More
31m 48s
Sep 2025
How AI startups are fueling Google’s booming cloud business, also, Numeral raises $35M to automate sales tax with AI
On Thursday, Google Cloud announced it added fast-rising AI coding startups Lovable and Windsurf to its roster of customers. Both companies have chosen Google Cloud as their primary cloud computing provider, the latest sign of Google’s rising prominence against larger rivals AWS ... Show More
8m 10s
<p dir="ltr">This episode is sponsored by Netsuite by Oracle, the number one cloud financial system, streamlining accounting, financial management, inventory, HR, and more.</p> <p><strong> </strong></p> <p dir="ltr">NetSuite is offering a one-of-a-kind flexible financing program. ... Show More
<p>(0:00) Introducing Eric Schmidt</p> <p>(1:59) Thoughts on remote work and work-life balance</p> <p>(3:49) Approaching AI: US vs China</p> <p>(8:04) Relativity Space, rockets, drones, defense, and more</p> <p>(17:32) Future role of America, and the decline of the West</p> <p>(2 ... Show More
