Thoughts on both X and xAI in the wake of Friday’s announcement from Elon Musk, Chat GPT’s image capabilities and whether AI-adjacent SaaS companies will ever have a moat, and emailers offer counterpoints on Sam Altman’s ads answer and the notion that Google can’t make great products anymore. At the end: Should Substack serve ads?, answers on Israeli cyberse ... Show More
Jun 26
A Big Ruling on LLM Training and Midsummer Mail on NBA Salaries in Tech, Starting from Scratch in 2025, and More
On today's show Andrew and Ben begin by breaking down a favorable ruling for Anthropic in a case concerning copyrighted material, the fair use doctrine, and LLM training. Then: A midsummer mailbag with questions on huge salaries for big names in tech that may be past their prime, ... Show More
1h 16m
Jun 24
(Preview) Justice for Software Engineers, The Various Futures of Vibe Coding, Questions at xAI and Progress for Tesla
On today's show Ben and Andrew answer questions about the future of engineering jobs, the definition of vibe coding, Meta's AI upside, ChatGPT-led fashion shows, xAI as a third-tier streamer, and bitter lessons as autonomous driving becomes more viable. At the end: An emailer fol ... Show More
9m 36s
Jun 19
(Preview) Meta Continues Its AI Spending Spree, More Fun with OpenAI and Microsoft, ‘Apple in China’ and Related Matters
Ben and Andrew react to reports that in addition to adding Scale AI CEO Alexandr Wang, Meta’s now in advanced talks to hire prominent AI investors and frequent Stratechery guests, Nat Friedman and Daniel Gross, for an offer that could exceed $1 billion. Then: Follow-ups on Perple ... Show More
14m 22s
May 23
Google DeepMind C.E.O. Demis Hassabis on Living in an A.I. Future
This week, we take a field trip to Google and report back about everything the company announced at its biggest show of the year, Google I/O. Then, we sit down with Google DeepMind’s chief executive and co-founder, Demis Hassabis, to discuss what his A.I. lab is building, the fut ... Show More
1h 13m
Nov 2024
Becoming an AI PM | Aman Khan (Arize AI, ex-Spotify, Apple, Cruise)
Aman Khan is Director of Product at Arize AI, an observability company for AI engineers at companies like Uber, Instacart, and Discord. Previously he was an AI Product Manager at Spotify on the ML Platform team, enabling hundreds of engineers to build and ship products across the ... Show More
1h 17m
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
Aug 2024
AI Friends, deepfake foes, and which Tiger Global partner is leaving now
On today's Friday news roundup, we just had to talk about AI hardware taking on a new shape with Friend’s $99 necklace. The pendant gives you an AI friend to talk to and…that’s about it. Friend’s pitch is that its wearable can help combat loneliness, but other AI hardware product ... Show More
31m 12s
Mar 2025
How to win in the AI era: Ship a feature every week, embrace technical debt, ruthlessly cut scope, and create magic your competitors can't copy | Gaurav Misra (CEO and co-founder of Captions)
Gaurav Misra is the co-founder and CEO of Captions, an AI-powered video creation company and one of the most successful consumer AI products in the world today. Previously he was a product leader at Snap, where he created the design engineering function and spent years helping de ... Show More
1h 25m
Apr 15
#144: ChatGPT’s New Memory, Shopify CEO’s Leaked “AI First” Memo, Google Cloud Next Releases, o3 and o4-mini Coming Soon & Llama 4’s Rocky Launch
Returning from Google Cloud Next, Paul and Mike are back with some major AI updates. They kick things off with ChatGPT’s new memory feature and unpack what that means for you. Then it’s onto Shopify’s leaked memo: no new hires until AI proves it can’t do the job. Databox takes th ... Show More
1h 31m
Apr 2024
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive | Okay, Computer.
On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in ... Show More
1h 1m