Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse

Arvind Krishna & Nikesh Arora: Quantum Threat...

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Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity

(0:00) Dylan Field joins the show: Figma's origin story and mission (3:16) Adobe's $20B deal blocked: inside the antitrust fight (12:29) Is AI killing SaaS? Frontier Companies vs. Figma, the "SaaS apocalypse" (18:52) Creativity in the AI era: why taste and boldness win (36:02) Hu ...  Show more

 . 40min 33sec
CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer

(0:00) Ben Horowitz fills in for Friedberg! (2:18) CoreWeave's debt selloff: did the AI bubble just pop? (31:14) AI's deflationary impact: decompiled software (45:44) Anthropic's investor day gets mixed reactions (1:03:45) Psyop Corner: Anthropic warns about self-replicating mode ...  Show more

 . 1h 34min

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