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
Sep 2
AI News of the Month - August 2026
Aaron, Brian, and Brandon cover major stories including NVIDIA’s record quarter and continued growth forecasts, alongside concerns about declining free cash flow and customer financing. They discuss NVIDIA’s reported $12.9B acquisition of Hugging Face as a strategic move to stren ... Show More
38m 30s
Aug 30
AI Watermarking: Compliance Theater or Real Provenance Tool
SUMMARY: Brian, Brandon, and Aaron focus on AI watermarking, driven largely by EU transparency requirements, and discuss how approaches like token-selection patterns can be detected but were reportedly cracked quickly with tools that strip watermarks. Brandon and Brian debate whe ... Show More
17m 30s
Aug 26
Your AI Project Doesn't Need More Agents
SUMMARY: Brandon speaks with Rich Ziade, co-founder and CEO of Aboard, about why enterprise AI projects fail without real discovery, why "agents" have been oversold as a headcount play, and why organizational urgency, not new tooling, is what actually makes digital transformation ... Show More
38m 18s
May 2025
AI Rollup: AI Robots and The $10T Arms Race
Welcome to the AI Rollup, from the Limitless Podcast. David, Ejaaz, and Josh break down the week’s most important AI headlines, from OpenAI’s $3B Windsurf acquisition and Google’s full-stack AI play, to Visa and Mastercard preparing for agentic commerce. We explore the state of r ... Show More
1h 20m
Feb 2023
Are we on the cusp of a generative AI revolution?
As new artificial intelligence technologies, such as ChatGPT, capture the public’s imagination, are we at a tipping point in technological advancement — or is this the next bubble? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Eric Sheridan, head o ... Show More
31m 10s
Mar 2024
Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil
Host-only episode discussing NVIDIA, Meta and Google earnings, Gemini and Mistral model launches, the open-vs-closed source debate, domain specific foundation models, if we’ll see real competition in chips, and the state of AI ROI and adoption.
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42m 14s
Jul 2025
Startup Valuations, Biotech's Crunch & AI's Massive TAM | E2147
Today's show: It's another blockbuster panel of insiders, as Alex sits down with Astasia Myers from Felicis, Matt Turck from First Mark Capital, and D.A. Wallach of Time BioVentures. AI is reshaping early-stage investing, with startups raising record-setting rounds adn chasing $1 ... Show More
1h 16m
Apr 2023
AI is the future! AI is a fraud. Let's debate.
AI has captured the imagination of Silicon Valley seemingly overnight. And in all this excitement, it's hard to tell what's really going on. What is this technology, how does Silicon Valley plan to change our world with it, and what exactly has a bunch of smart people very worrie ... Show More
51m 30s
Apr 2024
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the challenge of forecasting the AI Supercycle, Stargate and the massive AI supercomputer build out, AI demand overhyped or underhyped ... Show More
1h 8m
Dec 2025
Gen AI is here—but where are its users?
Gen AI is evolving fast—but employee adoption is slow for most companies. On this episode of The McKinsey Podcast, we feature an episode of our technology podcast, At the Edge. Tech visionaries Navin Chaddha, managing partner at Mayfield Fund; Kiran Prasad, McKinsey senior advise ... Show More
24m 20s