Brian Robins is the CFO of GitLab, a DevSecOps platform that supports software innovation. He joins Motley Fool CEO, Tom Gardner, plus Chief Investment Officer Andy Cross and AI Engineer Karl Juhl for a conversation about:
- How GitLab scaled for remote culture
- How technology and AI have shifted over the years
- GitLab’s plan to handle the evolving clou ... Show More
Yesterday
Microsoft Shows the Mag7 What AI Investment Looks Like
Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and w ... Show More
21m 38s
Jul 29
The Consumer Is All Right!
Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despi ... Show More
20m 27s
Jul 28
Paypal to Stripe: You’re Going to Have to Do Better Than That
Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe’s offer is too low. Matt, Lou, and Tyler digest PayPal's recent earnings and how that changes the dynamic of this acquisition drama. ... Show More
25m 5s
Sep 2024
AI Infrastructure Investments for Insurance Workflows - with Ylan Kazi of Blue Cross Blue Shield
<p>Today's guest is Ylan Kazi, Chief Data and AI Officer at Blue Cross Blue Shield North Dakota. Ylan joins us on today's program to discuss the complexities faced by leaders in legacy industries, such as healthcare, as they navigate the balance between infrastructure investments ... Show More
17m 37s
Nov 2025
First Time Founders with Ed Elson – This Physicist Is Building AI Droids
Ed speaks with Matan Grinberg, co-founder and CEO of Factory, an AI company focused on bringing autonomy to software engineering. They discuss the long-term future of AI, the role of regulation, and whether or not he’s concerned about an AI bubble. Learn more about your ad choice ... Show More
58m 53s
Oct 2023
Business Building Tips From The CEO Coach Of Naval Ravikant - Matt Mochary
Today we are joined by Matt Mochary, The leading "CEO Coach" In Silicon Valley. Some of his clients include Naval Ravikant (AngelList), Brian Armstrong (Coinbase), and Sam Altman (Open AI / Chat GPT). He is also the author of "The Great CEO Within".We're also joined by Quin Ruiz, ... Show More
59m 57s
Feb 2024
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week we are joined by Box Co-Founder & CEO, Aaron Levie. They discussed software valuations, public markets earnings, all things AI and legal immigrat ... Show More
1h 25m