How Do Regulated Enterprises Deploy Private, ...

Aaron and Brandon cover what the week's news means for enterprise buyers. They question whether Oracle's reported $664 billion backlog is durable demand or overlapping commitments, and Brandon argues contracted future spend is how enterprise business works. On the labs' "slow dow ...  Show more

Aaron interviews Diego Oppenheimer, general partner at the AIT Fund (the venture fund behind the AI Tinkerers builder community), about what it takes to move AI agents from personal experimentation into enterprise-grade deployment. Drawing on his own agent fleet (a chief-of-staff ...  Show more

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 ...

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

“There is no cloud. It's just someone else's computer.” Or server, to be exact. Big cloud providers offer a relatively easy way to scale out workloads. But what’s the real cost? In this episode, we talk about the battle in the clouds, where any winner is still very much up in the ...  Show more

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