Feb 20
(Preview) The Roots of a Global Memory Shortage, Thick, Thin and Apple, Shopify is Fine, Actually
Ben and Andrew discuss the global memory shortage and answer a listener’s question: how did this happen? Topics include: What memory chips have in common with logic chips, why Intel left the memory market in the 1980s, how the international shipping market explains today’s shorta ... Show More
15m 21s
Feb 6
(Preview) SaaSmageddon and the Future, Microsoft After a Market Correction, Anthropic’s Super Bowl Lies
Ben and Andrew react to a bloodbath for public Saas companies with thoughts on the future of software in the AI era, beginning with why companies choose to outsource solutions to Saas companies today, and why those moats may be more durable than skeptics think. Then: Why SaaS ske ... Show More
27m 38s
Jan 30
(Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC
Unpacking the latest round of Meta earnings, including Wall Street’s about-face after last year’s CapEx squeamishness, whether Zuckerberg’s astronomical CapEx plans are more evidence he yearns to be more than an app maker, why Meta owes a thank you to Apple, Apple and Meta in the ... Show More
28m 4s
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 2025
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
Ben and Andrew react to a killer round of earnings for Spotify and Daniel Ek’s final earnings call, including thoughts on Spotify’s transformation of the music industry, how a record company oligopoly helped create the definitive tech bundle, and why Spotify’s personalization requires an addendum to aggregation theory. From there: The difference between AI s ... Show More
