AI’s Netflix Moment: What Early Cloud Teaches...

Brian and Brandon debate how a newly hired product leader at Anthropic would find growth big enough to match the expectations of an IPO, which Brian expects around the end of 2026. Brandon says he would start in the research group, hunting for breakthroughs that could serve marke ...  Show more

Brian and Brandon debate what Anthropic has to become if its IPO succeeds and, in Brian’s hypothetical, it must grow from a $2 trillion company into a $20 trillion one. Brandon argues the natural next step after Claude Code is rules-based back office work like tax, accounting, an ...  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