Ben and Andrew begin with reactions to the OpenAI CFO discussing a federal "backstop" for prospective financing, as well as Sam Altman's recent comments about OpenAI's spending. Then: An emailer objects to the discussion of Bubble benefits, and questions about Meta's AI spending and a looming the AI backlash as hiring contracts and electricity prices rise. F ... Show More
Nov 21
(Preview) Google Starts Dancing, The Winners and Losers of Gemini Week, OpenAI Has an Advertising Problem
Ben and Andrew begin with Gemini 3, what to make of its terrific benchmark results, and why TPUs provide Google a sustainable cost advantage in AI. From there: Google’s opportunity in the enterprise space, Apple’s white label deal, and questions about both OpenAI’s future growth ... Show More
32m 56s
Nov 14
(Preview) How Apple Changed the Cellular Economy, What SpaceX Wants to Do With Spectrum, Airlines and Carriers, Yann LeCun Departs Meta
Andrew and Ben analyze SpaceX's nearly $20 billion in purchases by first touching on cell carrier history and the power dynamics that iPhones upended 20 years ago. Then: Understanding the SpaceX business and Musk's approach to strategy, what Starlink is trying to do with satellit ... Show More
23m 4s
Oct 31
(Preview) The Hidden Benefits of Bubble Economics, Microsoft and OpenAI Make a Deal, Notes on Taylor Sheridan, Sora, and Nexperia
Discussing Ben's interview with Substrate CEO James Proud, including the "insane" challenge he's undertaken as Substrate attempts to compete with TSMC and ASML, and the ways in which a bubbly environment benefits innovation by incentivizing exactly that sort of moonshot. From the ... Show More
32m 5s
May 2025
Google DeepMind C.E.O. Demis Hassabis on Living in an A.I. Future
<p>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 ... Show More
1h 13m
Jul 2025
Amazon, Google and Vibe Coding with Steve Yegge
Supported by Our Partners• WorkOS — The modern identity platform for B2B SaaS.• Statsig — The unified platform for flags, analytics, experiments, and more.• Sonar — Code quality and code security for ALL code.—Steve Yegge is known for his writing and “rants”, including th ... Show More
1h 33m
Jul 2025
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
Aug 28
How 80,000 companies build with AI: products as organisms, the death of org charts, and why agents will outnumber employees by 2026 | Asha Sharma (CVP of AI Platform at Microsoft)
Asha Sharma leads AI product strategy at Microsoft, where she works with thousands of companies building AI products and has unique visibility into what’s working (and what’s not) across more than 15,000 startups and enterprises. Before Microsoft, Asha was COO at Instacart, and V ... Show More
57m 11s