How are the largest VCs viewing the early stages of the AI Era, from the perspective of investment, technology moats, economics, early adoption and future use-cases. SHOW: 879 SHOW TRANSCRIPT: The Cloudcast #879 Transcript SHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw CHECK OUT OUR NEW PODCAST: "C ... Show More
Jul 2024
Google’s talks to buy Wiz, and the gap between AI spending and AI revenue
On today’s episode of Equity, Rebecca Bellan explored Google’s reported talks to acquire Wiz, a cloud security company, for around $23 billion. Wiz provides an “all-in-one approach to cloud security,” pulling data from Amazon Web Services, Microsoft Azure, Google Cloud and others ... Show More
8m 1s
May 2025
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
39m 47s
Jun 2025
20VC: Fiverr CEO: 'If You're Not Adapting to AI, F* You. You're Done | Why "Time to Copy" is the Most Important Metric in Startups Today | Why 99% of AI Companies Today Will Die | Why Governments Will Take Control of AI with Micha Kauffman
<p dir="ltr">Micha Kaufman is the Founder and CEO of Fiverr, the leading online marketplace for freelance services. Fiverr has had an insane ride in the public markets, in 2019 the company went public with a $650M market cap, at their peak that hit over $8BN. Today, facing a wave ... Show More
1h 6m