Episodes

  • Sam Altman’s Financial Engineering

    Sam Altman’s Financial Engineering
    Oct 14 2025
    The Dutch government has taken control of a Dutch chipmaker that had Chinese owners. Yet another big OpenAI deal, this time with Broadcom. The first AI desktop workstations are arriving. And we check in with Matt Levine to get his take on what he says is Sam Altman’s genius for financial engineering. Dutch government takes control of Chinese-owned chipmaker Nexperia (FT) OpenAI, Broadcom Forge Multibillion-Dollar Chip-Development Deal (WSJ) Thinking Machines Lab Co-Founder Departs for Meta (WSJ) Nvidia to Start Selling $3,999 DGX Spark Mini PC This Week (PCMag) NotebookLM Video Overviews add Nano Banana visual styles, Brief or Explainer formats (9to5Google) OpenAI Keeps Doing Deals (Matt Levine) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20 mins
  • (BNS) Jennifer Hyman Of Rent The Runway

    (BNS) Jennifer Hyman Of Rent The Runway
    Oct 13 2025
    Jenn Hyman shares her journey from early influences of entrepreneurship to founding Rent the Runway. She discusses the impact of the internet on her career, the challenges of fundraising during a recession, and the importance of building relationships in the fashion industry. Hyman emphasizes the unique advantages of starting a business in New York City and the collaborative spirit of the startup ecosystem. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    43 mins
  • China’s Getting Tetchy Again

    China’s Getting Tetchy Again
    Oct 10 2025
    China is stirring the pot on the tech trade wars once again. Sora has grown faster than even ChatGPT did. Is OpenAI now better at vibe coding than Anthropic is? How just a handful of malicious documents and poison an LLM. And in the longreads, the one game that has the fate of EA on its shoulders. China blacklists major chip research firm TechInsights following report on Huawei (CNBC) OpenAI’s Sora hit 1 million downloads in less than five days (CNBC) OpenAI Is Catching Up To Anthropic in AI Coding (The Information) Meta Tells Its Metaverse Workers to Use AI to ‘Go 5X Faster’ (Wired) It's trivially easy to poison LLMs into spitting out gibberish, says Anthropic (The Register) Kalshi, a Prediction Market, Raises Funds and Expands Overseas (NYTimes) Weekend Longreads Suggestions: Battlefield 6 is a pivotal moment for the series — and EA (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20 mins
  • Intel Punches Back

    Intel Punches Back
    Oct 9 2025
    Intel tries to punch its way back to relevancy with the release of Panther Lake, the first chip built on its 18A process. Is Cursor so successful it’s about to rocket to a $30 billion valuation? Big raise for a US Deep Seek competitor? And are we starting to get the first models moving beyond attention based architecture? Here is Panther Lake, Intel’s 2026 laptop chip with next-gen graphics (The Verge) Intel Debuts New Technology in Make-or-Break Moment for CEO’s Turnaround Bid (Bloomberg) Discord says 70,000 users may have had their government IDs leaked in breach (The Verge) Cursor-Maker Anysphere Considers Investment Offers at $30 Billion Valuation (The Information) Reflection AI, an A.I. Model Start-Up, Raises $2 Billion (NYTimes) Samsung AI researcher's new, open reasoning model TRM outperforms models 10,000X larger — on specific problems (VentureBeat) Microsoft Tries to Catch Up in AI With Healthcare Push, Harvard Deal (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 mins
  • The AI Concern Committee Is Back

    The AI Concern Committee Is Back
    Oct 8 2025
    More on the circular nature of the recent AI deals. AI now accounts for more debt issuance than US banks. AI companies consider using the billions they’ve raised to pay off lawsuits since they can’t get insurance. Another way OpenAI is the new Microsoft. And at the end? Look at that! A non-AI story! OpenAI, Nvidia Fuel $1 Trillion AI Market With Web of Circular Deals (Bloomberg) Nvidia’s Huang says he’s surprised AMD offered OpenAI 10% of company in ‘clever’ deal (CNBC) At $1.2 Trillion, More High-Grade Debt Now Tied to AI Than Banks (Bloomberg) Without data centers, GDP growth was 0.1% in the first half of 2025, Harvard economist says (Fortune) Insurers balk at multibillion-dollar claims faced by OpenAI and Anthropic (Financial Times) OpenAI Sneezes, and Software Firms Catch a Cold (Wired) Amazon Pharmacy introduces kiosks that can quickly dispense medications at the doctor’s office (GeekWire) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20 mins
  • OpenAI Wants To Be The Windows Of AI

    OpenAI Wants To Be The Windows Of AI
    Oct 7 2025
    Forget building apps on TOP of ChatGPT, now they’ve put the apps INSIDE of ChatGPT. Why this is a play for ChatGPT to become the Windows of the AI era. The prediction market market continues to explode. Turning down the volume on streaming ads. And why Mr. Beast is worried about AI social media. OpenAI announces Apps SDK allowing ChatGPT to launch and run third party apps like Zillow, Canva, Spotify (VentureBeat) OpenAI’s Windows Play (Stratechery) NYSE Owner to Invest Up to $2 Billion in Polymarket (WSJ) California law forces Netflix, Hulu to turn down ad volumes (Politico) MrBeast says AI could threaten creators’ livelihoods, calling it ‘scary times’ for the industry (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 mins
  • OpenAI’s Big AMD Deal

    OpenAI’s Big AMD Deal
    Oct 6 2025
    Another huge OpenAI deal, this time with AMD. The huge amount of chips Elon is buying for his Colossus II. It’s not just compute! How the AI boom is driving up prices for memory and storage chips. And does the math work out for those new fangled small nuclear reactors? AMD stock skyrockets 30% as OpenAI looks to take stake in AI chipmaker (CNBC) Elon Musk Gambles Billions in Memphis to Catch Up on AI (WSJ) AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade (Tom's Hardware) OpenAI and Jony Ive grapple with technical issues on secretive AI device (FT) US and investors gambling on unproven nuclear technology, warn experts (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 mins
  • (BNS) How Snowflake Wrote The GTM Playbook

    (BNS) How Snowflake Wrote The GTM Playbook
    Oct 4 2025
    Make It Snow is Snowflake’s go-to-market playbook, told by longtime CRO Chris Degnan and CMO Denise Persson. The central idea: sales and marketing must operate as “one brain in two bodies.” The takeaways are practical and candid: embed with customers sooner than feels comfortable, pick a clear foil, design programs you can rerun, centralize data so sales and marketing act from one truth, and treat culture as GTM infrastructure. If you’re a founder, CRO, CMO, or operator trying to go from zero to billions without losing the plot, Make It Snow is a field manual for aligning people, narrative, and pipeline at every stage. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    53 mins