Masterwork’s CFO Runs 12 AI Agents at Once | Nigel Glenday

Masterwork’s CFO Runs 12 AI Agents at Once | ...

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How Oura Built a $1.4 Billion Business Around a Tiny Ring

How did Oura turn a tiny piece of wearable hardware into a $1.4 billion business? CJ breaks down the numbers behind Oura’s IPO filing and the surprisingly powerful business model hiding behind the ring.—SPONSORS:Brex is an intelligent finance platform with AI-powered workflows th ...  Show more

What 20 Years of Software Investing Says About AI | Matt Hedberg

In this episode of Run the Numbers, CJ sits down with Matt Hedberg, a sell-side equity analyst at RBC who has covered software for more than 20 years. They break down how AI compares to the cloud transition, why traditional software moats are changing, what separates management t ...  Show more

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