logo
episode-header-image
Nov 2024
46m 10s

20Product: Is an AI Winter Approaching |...

Harry Stebbings
About this episode

Guy Podjarny founded Tessl, Snyk and Blaze. Tessl is reimagining software development for the AI era and shaping AI Native Development. Snyk created and leads the Developer Security category, and is now a multi-billion dollar company with over 1,000 employees. Guy was previously CTO at Akamai (following its acquisition of Blaze), is an active angel investor, and co-hosts of the AI Native Dev podcast.

In Today’s Episode with Guy Podjarny We Discuss: 

03:02 Discussion on NVIDIA's Market Position

04:14 Will We See a Trough of Disillusionment in AI

07:36 The Future of AI Development and Specialized Models

10:17 Challenges and Opportunities in AI Dev Tools

17:41 Concerns About Closed vs. Open Development Platforms

21:27 Speculations on AI's Role in Application Layers

24:40 Google's Competitive Edge

25:28 IPO and M&A in the Trump Era

26:45 The Future Role of Software Developers

32:20 Security Challenges in AI Development

33:41 Spicy Questions and Charity Donations

36:05 Quickfire Round: Insights and Advice

 

 

 

Up next
Jul 7
20VC: Scott Galloway on Are Billionaires Happy & The Impact of Money on Psychology and Self-Worth | Becoming a Better Father & Husband | Why We Should Drink More and Not Work From Home | The Tinder Effect & How it Makes Young Men Radical
Scott Galloway is a Professor of Marketing at NYU Stern, where he’s taught for over two decades. He’s the founder of several successful companies, including L2 (acquired by Gartner for over $150M), Red Envelope, and Prophet. He’s a New York Times bestselling author of four books ... Show More
1h 10m
Jul 3
20VC: Figma's IPO: The Full Breakdown | Index Returns $3.5BN on Two Deals | Why Melio's $2.5BN Acquisition is "Discouraging" | Asana's New CEO and the Great Founder Exodus | Oracle's $30BN AI Deal and What it Means for Incumbents
AGENDA: 00:00 – $400B in AI CapEx: Rational Investment or Madness? 05:00 – Figma's IPO: Rule of 80, $1.5B in cash, 40% margins. Unreal. 08:00 – Adobe Screwed the Deal—Should They Have Just Bought Canva? 16:00 – Pay-to-Play Deals: Heroic Hail Mary or Guaranteed Write-Off? 21:30 – ... Show More
1h 11m
Jun 30
20VC: Inside KKR's Monster $8BN European Fund | The $500M Turkey Gamble That Went Wrong | Do Andreessen & General Catalyst Scare KKR? | Will AI Kill the PE Model? | Can The PE Model Survive without IPOs and Where is the Liquidity with Philip Freise
Philipp Freise is Co-Head of European Private Equity at KKR, where he manages the largest private fund in Europe with $8BN in the latest fund. Philip has led KKR's investments in FGS Global, Superstruct, Axel Springer SE, BMG Rights Management, Fotolia, GetYourGuide, GfK SE, Leon ... Show More
1h 1m
Recommended Episodes
Feb 2025
Will AI Replace SaaS? The Future of Software
Episode 46: Can AI transform the landscape of SaaS, or is it poised to become a competitor? Matt Wolfe (https://x.com/mreflow) and Nathan Lands (https://x.com/NathanLands) welcome Dan Shipper (https://x.com/danshipper), the innovative CEO of Every and an expert in the intersectio ... Show More
28m 51s
Sep 2024
How AI Will Revolutionize the $187B Gaming Industry ft. Moritz Baier-Lentz
Episode 24: How is AI revolutionizing the game development landscape? Matt Wolfe (https://x.com/mreflow) and Nathan Lands (https://x.com/NathanLands) sit down with Moritz Baier-Lentz (https://www.linkedin.com/in/moritzbaierlentz/), a professional gamer turned venture capitalist, ... Show More
49m 53s
Jan 2025
What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game theory, and the winners and losers of the AI race. We also delve into the tension between AI productivity and employment, a framew ... Show More
53m 30s
May 28
This AI Tool Can Build Any SaaS App in Minutes
Episode 60: Can you really build an $8 billion SaaS startup by yourself using AI agents? Nathan Lands (https://x.com/NathanLands) sits down with Matan Grinberg (https://x.com/matansf), a physicist, AI founder, and creator of Factory AI—one of Silicon Valley’s best-kept secrets. M ... Show More
40m 47s
Jun 2024
Are Coding Jobs at Risk? AI's Impact on the Future of Coding ft. Python Simplified | Mariya Sha
Episode 12: Are coding jobs at risk with the rise of AI? Matt Wolfe (https://x.com/mreflow) and Nathan Lands (https://x.com/NathanLands) dive into this compelling topic with guest Mariya Sha (https://x.com/mariyasha888), a seasoned coder and the creator of the popular YouTube cha ... Show More
42m 37s
Aug 2023
AI Superpowers for Frontend Developers, with Vercel Founder/CEO Guillermo Rauch
Everything digital is increasingly intermediated through web user experiences, and now AI development can be frontend-first, too. Just ask Guillermo Rauch, the founder and CEO of Vercel, the company behind Next.js. In this episode of No Priors, hosts Sarah Guo and Elad Gil speak ... Show More
38m 13s
Oct 2024
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Groq) they discuss Jensen Huang’s recent appearance on the podcast, including scaling intelligence towards AGI, NVIDIA's strategic p ... Show More
54m 6s
Jun 2024
What Does Artificial Intelligence Mean for the Developing World? | The Development Podcast
Does artificial intelligence amount to a dystopian nightmare for the developing world, eliminating jobs and confirming the worse biases across societies? Or could it lead the way to a brighter future, helping to solve critical development issues?  We explore the ways in which art ... Show More
26m 8s
May 2024
Separating AI Hype from AI Hope
Is AI poised to solve all of humanity’s problems or are we headed for a tech-driven catastrophe?  In this episode of AI Knowhow, we dive into the polarizing world of AI hysteria to separate the hype from the hope.  Courtney, David, and Mohan break down where AI has been overhyped ... Show More
32m 36s
Apr 8
Nvidia’s AI Chief: “AI Agents Will Solve the World’s Biggest Problems”
Episode 53: What role will AI agents play in addressing global challenges? Join Matt Wolfe (https://x.com/mreflow) Amanda Saunders (https://x.com/amandamsaunders), Director of Enterprise Generative AI Product Marketing at Nvidia, then Bob Pette (https://x.com/RobertPette) Vice Pr ... Show More
46m 1s