Ben and Andrew discuss a monster earnings report for Meta, the mechanics of how they got there, and the newfound trust the company enjoys from investors. Then: Reactions to GPT-5 and subsequent updates from OpenAI, the strategic logic of the changes, questions about OpenAI leadership, the AGI race, and prompts to engineer the right LLM tone. At the end: A qu ... Show More
Aug 8
(Preview) AI and the Winner’s Curse, Google’s Genie 3 Breakthrough, Questions on Intel, Fertility Rates, and Banning Advertising
Andrew and Ben discuss Ben’s article on Apple and AWS in the AI era, including a call for Apple to make an acquisition, a bit of AWS history, AWS as the new Azure, and the challenge of making changes amidst continued success. Then: Thoughts on Google’s Genie 3 breakthrough and Op ... Show More
20m 49s
Jul 30
Intel and the US Semi Future, Will Any Big Tech Incumbents Lose in an AI World?, Questions on Tea, Grok, and The Ringer
Intel's future in leading edge manufacturing looks more uncertain, while prospects for the US semiconductor supply chain are beginning to look more promising. Then: Google's earnings inspire a question about Big Tech in AI, who will win the entertainment space in AI, thoughts on ... Show More
1h 33m
Jul 24
(Preview) The Post-AI Internet Realities, How Future Creators Can Succeed, Mail on Startups, F1 Rights, and Alternative Rock
The pay-per-crawl model for compensating content creators on the Internet, what sorts of content might win if that market actually materializes, and the grim outlook for today's digital publishers. From there: Thoughts on the cost structures that can succeed, the value of communi ... Show More
29m 9s
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
Jul 31
He saved OpenAI, invented the “Like” button, and built Google Maps: Bret Taylor on the future of careers, coding, agents, and more
Bret Taylor’s legendary career includes being CTO of Meta, co-CEO of Salesforce, chairman of the board at OpenAI (yes, during that drama), co-creating both Google Maps and the Like button, and founding three companies. Today he’s the founder and CEO of Sierra, an AI agent company ... Show More
1h 28m
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 2025
#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