SUMMARY: We continue our Models and Money series. In this episode, Brian and Aaron explore the current state and future of AI models, focusing on model size, model harnessing, and intelligent model routing. They discuss whether bigger models are always better, the economics of AI, and how enterprise applications can benefit from tailored AI solutions. SHOW: ... Show More
Jul 29
How AI Stacks are rewriting the Rules of Business
SUMMARY: Brian speaks with Dave Vellante, Co-Founder/CEO theCUBE, about how AI is changing the entire tech stack, the evolution of systems of intelligence, and how the competitive landscape is forcing companies to make difficult decisions about their AI future.SHOW: 1049SHOW TRAN ... Show More
40m 25s
Jul 26
When Will the Models be Good Enough?
SUMMARY: Brian and Aaron explore the current state and future of AI models, focusing on model size, model harnessing, and intelligent model routing. They discuss whether bigger models are always better, the economics of AI, and how enterprise applications can benefit from tailore ... Show More
19m 24s
Apr 2024
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the challenge of forecasting the AI Supercycle, Stargate and the massive AI supercomputer build out, AI demand overhyped or underhyped ... Show More
1h 8m
Jun 2024
788: Supabase: Open Source Firebase for Fullstack JS Apps
Scott and CJ chat with Paul Copplestone, CEO and co-founder of Supabase, about the journey of building an open source alternative to Firebase. Learn about the tech stack, the story behind their excellent documentation, and how Supabase balances business goals with open-source val ... Show More
53m 44s
Jan 2025
DeepSeek Rises, Stargate Drama, OpenAI’s Operator Debuts
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) DeepSeek r1, an efficient, cheap reasoning model from China 2) How DeepSeek stacks up against the state of the art 3) Does DeepSeek invalidate the billions of dollars invested in curren ... Show More
57m 3s
Dec 2024
D2DO261: Year in Review: Peak Serverless, K8s Complexity, DevOps Sprawl (and What’s Next)
Join us today for a look back at this year’s developments in cloud security and DevOps. We ask if serverless computing has peaked, why Kubernetes continues to be so hard, whether cloud repatriation is a real trend, and whether the DevOps role has become too darn big. We also expl ... Show More
41m 48s
Jan 2022
Making the last database you’ll ever need (Founders Talk #85)
This week Adam is joined by Sam Lambert, CEO of PlanetScale. Now that PlanetScale is in general availability, Adam had to get Sam on the show to talk about the behind the scenes of building this database platform, how this is the last database you’ll ever need and what that means ... Show More
1h 25m
Mar 2024
Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil
Host-only episode discussing NVIDIA, Meta and Google earnings, Gemini and Mistral model launches, the open-vs-closed source debate, domain specific foundation models, if we’ll see real competition in chips, and the state of AI ROI and adoption.
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Mis ... Show More
42m 14s
Oct 2024
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Groq) they discuss Jensen Huang’s recent appearance on the podcast, including scaling intelligence towards AGI, NVIDIA's ... Show More
54m 6s
Nov 2024
Clones, commerce & campaigns
Chris and Daniel dive into what Trump’s impending second term could mean for AI companies, model developers, and regulators, unpacking the potential shifts in policy and innovation. Next, they discuss the latest models, like Qwen, that blur the performance gap between open and cl ... Show More
53m 11s
May 2023
2373: Navigating Kubernetes Complexity With Fairwinds CEO
In this episode of Tech Talks Daily, I am joined by Bill Ledingham, CEO of Fairwinds, a company dedicated to helping businesses deploy and manage cloud-native applications at scale. we dive into the complexities of Kubernetes and discuss how Fairwinds Insights simplifies the proc ... Show More
23m 38s