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BREAKING: Devin now writes ~95% of Devin's code Scott Wu (Scott Wu), CEO of Cognition says the abundance era of AI is real & coming soon.. FULL INTERVIEW Cog Stats: › $2.5B raised, $26B valuation › $500M+ run rate, up from $37M LY › Customer usage is up 11x-12x...

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Molly O’Shea

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677,522 次观看 • 2 个月前 •via X (Twitter)

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EPISODE 147: The New Era of Software Abundance Joe Lonsdale visits Scott Wu & Russell Kaplan at Cognition HQ 00:00 Episode intro 01:35 Why technical talent & execution matters in AI 06:10 Do young people have an edge in the AI era? 08:26 Cognition's rapid growth 11:55 The new era of software abundance 14:30 Cognition engineers don't type code anymore 19:20 "Never sleep while Devin is idling" 21:25 The case for AI disinflation 23:50 How Devin generates 12X productivity gains 28:25 Cognition for government / taking on complex, broken systems 36:40 The AI race / competition with Anthropic 39:00 Forward deployed engineers? 43:40 How fast are LLMs improving? 47:10 The AI-led small business explosion
53:19

EPISODE 147: The New Era of Software Abundance Joe Lonsdale visits Scott Wu & Russell Kaplan at Cognition HQ 00:00 Episode intro 01:35 Why technical talent & execution matters in AI 06:10 Do young people have an edge in the AI era? 08:26 Cognition's rapid growth 11:55 The new era of software abundance 14:30 Cognition engineers don't type code anymore 19:20 "Never sleep while Devin is idling" 21:25 The case for AI disinflation 23:50 How Devin generates 12X productivity gains 28:25 Cognition for government / taking on complex, broken systems 36:40 The AI race / competition with Anthropic 39:00 Forward deployed engineers? 43:40 How fast are LLMs improving? 47:10 The AI-led small business explosion

American Optimist

836,904 次观看 • 6 个月前

AI has changed software engineering more in the last 3 years than it has changed in the previous 30. What’s needed is not a debate about whether it’s going away—instead it’s a serious discussion about its future: What are the new primitives, techniques, and best practices for software engineering in the age of AI. That’s why I brought Scott Wu (Scott Wu) on AI & I. He’s the founder of Cognition, the company behind the world’s first autonomous AI coding agent, Devin. Cognition got to $73M ARR in less than 2 years—and they just acquired Windsurf to accelerate their growth. I had Scott on the show to talk about where the programming goes from here. We get into: - What the new tools and workflows are for AI engineers. In the near term, Scott sees software engineering defined by a spectrum of tools. At one end are AI features that speed up coding, like tab complete; at the other are agentic systems, like Devin, that can take on tasks independently. Until engineers can operate entirely at the higher layer of abstraction, he argues, both are essential. - Why Scott thinks AGI is already here. By the benchmarks of a decade ago—passing the Turing test, solving hard math problems, and operating agentically—AGI is already here. The line keeps moving, he argues, because humans constantly redefine work around what machines can’t yet do. - Why developers will turn into product architects. Scott sees the long-term future of software engineering as a steady climb up the ladder of abstraction. Just as programming went from assembly to languages like Python and JavaScript, he thinks the future is humans focusing on the product, while AI agents execute. - How Devin stacks up against Anthropic’s Claude Code. Scott credits Claude Code’s success to great product design and the models becoming capable enough to support autonomous workflows. But according to him, the CLI itself isn’t the breakthrough, it’s how a tool fits into a developer’s workflow. Claude Code’s paradigm is that the AI is you, taking the wheel of your computer, he says, while Devin is like the engineer sitting beside you: it runs in its own cloud environment, manages the repo, and improves over time at testing and refining code. This episode of Every 📧’s AI & I is a must-watch for anyone interested in the brass tacks of how AI changes the future of programming. Watch below! Timestamps: Introduction: 00:02:02 Why Scott thinks AGI is here: 00:02:32 Scott’s personal journey as a founder: 00:09:27 Why the fundamentals of computer science still matter: 00:16:55 How the future of programming will evolve: 00:22:30 A new workflow for the AI-first software engineer: 00:26:50 How Devin stacks up against Claude Code: 00:29:33 Reinforcement learning to build better coding agents: 00:40:05 What excites Scott about AI beyond Cognition: 00:50:05
53:21

AI has changed software engineering more in the last 3 years than it has changed in the previous 30. What’s needed is not a debate about whether it’s going away—instead it’s a serious discussion about its future: What are the new primitives, techniques, and best practices for software engineering in the age of AI. That’s why I brought Scott Wu (Scott Wu) on AI & I. He’s the founder of Cognition, the company behind the world’s first autonomous AI coding agent, Devin. Cognition got to $73M ARR in less than 2 years—and they just acquired Windsurf to accelerate their growth. I had Scott on the show to talk about where the programming goes from here. We get into: - What the new tools and workflows are for AI engineers. In the near term, Scott sees software engineering defined by a spectrum of tools. At one end are AI features that speed up coding, like tab complete; at the other are agentic systems, like Devin, that can take on tasks independently. Until engineers can operate entirely at the higher layer of abstraction, he argues, both are essential. - Why Scott thinks AGI is already here. By the benchmarks of a decade ago—passing the Turing test, solving hard math problems, and operating agentically—AGI is already here. The line keeps moving, he argues, because humans constantly redefine work around what machines can’t yet do. - Why developers will turn into product architects. Scott sees the long-term future of software engineering as a steady climb up the ladder of abstraction. Just as programming went from assembly to languages like Python and JavaScript, he thinks the future is humans focusing on the product, while AI agents execute. - How Devin stacks up against Anthropic’s Claude Code. Scott credits Claude Code’s success to great product design and the models becoming capable enough to support autonomous workflows. But according to him, the CLI itself isn’t the breakthrough, it’s how a tool fits into a developer’s workflow. Claude Code’s paradigm is that the AI is you, taking the wheel of your computer, he says, while Devin is like the engineer sitting beside you: it runs in its own cloud environment, manages the repo, and improves over time at testing and refining code. This episode of Every 📧’s AI & I is a must-watch for anyone interested in the brass tacks of how AI changes the future of programming. Watch below! Timestamps: Introduction: 00:02:02 Why Scott thinks AGI is here: 00:02:32 Scott’s personal journey as a founder: 00:09:27 Why the fundamentals of computer science still matter: 00:16:55 How the future of programming will evolve: 00:22:30 A new workflow for the AI-first software engineer: 00:26:50 How Devin stacks up against Claude Code: 00:29:33 Reinforcement learning to build better coding agents: 00:40:05 What excites Scott about AI beyond Cognition: 00:50:05

Dan Shipper 📧

35,342 次观看 • 1 年前

New episode with Scott Wu (Scott Wu), CEO and co-founder of @cognition, the company behind Devin Unlike other AI coding tools, Devin works like an autonomous engineer that you interact with through Slack, Linear, and GitHub, just like with a remote engineer. Each of Cognition's 15 engineers works with a team of Devins, and these Devins are writing about 25% of Cognition’s code today. By the end of the year, they expect over 50% of their code to be written by Devin. In our conversation, we discuss: 🔸 How Devin has evolved from a high school CS student to a strong junior engineer just in the past year 🔸 Why software engineering will shift from “bricklayers” to “architects” 🔸 Why AI tools will lead to *more* engineering jobs rather than fewer 🔸 The eight pivots Cognition went through before landing on their current approach 🔸 The cultural shifts required to successfully adopt AI engineers like Devin at your company 🔸 Much more Listen now 👇 • YouTube: • Spotify: • Apple: Thank you to our wonderful sponsors for supporting the podcast: 🏆 Enterpret — Transform customer feedback into product growth: 🏆 Paragon — Ship every SaaS integration your customers want: 🏆 Attio — The powerful, flexible CRM for fast-growing startups:
1:23

New episode with Scott Wu (Scott Wu), CEO and co-founder of @cognition, the company behind Devin Unlike other AI coding tools, Devin works like an autonomous engineer that you interact with through Slack, Linear, and GitHub, just like with a remote engineer. Each of Cognition's 15 engineers works with a team of Devins, and these Devins are writing about 25% of Cognition’s code today. By the end of the year, they expect over 50% of their code to be written by Devin. In our conversation, we discuss: 🔸 How Devin has evolved from a high school CS student to a strong junior engineer just in the past year 🔸 Why software engineering will shift from “bricklayers” to “architects” 🔸 Why AI tools will lead to *more* engineering jobs rather than fewer 🔸 The eight pivots Cognition went through before landing on their current approach 🔸 The cultural shifts required to successfully adopt AI engineers like Devin at your company 🔸 Much more Listen now 👇 • YouTube: • Spotify: • Apple: Thank you to our wonderful sponsors for supporting the podcast: 🏆 Enterpret — Transform customer feedback into product growth: 🏆 Paragon — Ship every SaaS integration your customers want: 🏆 Attio — The powerful, flexible CRM for fast-growing startups:

Lenny Rachitsky

251,873 次观看 • 1 年前

Maths savant turned Cognition founder Scott Wu joins me to discuss their AI software engineer, acquiring Windsurf over a weekend, the Moneyball-ification of everything, math contests with Alexandr Wang in 6th grade, the future of independent coding tools, and why he thinks we already have AGI. Subscribe on Spotify, Apple Podcasts, and YouTube for future Cheeky Pint episodes. Timestamps: 00:00 Intro 01:13 Early life and maths competitions 03:47 Addepar job as a high schooler 05:43 Where are all the young founders? 08:45 Moneyball-ification of everything 11:42 Cognition’s AI software engineer, Devin 15:46 Essential and accidental complexity 17:59 How Devin works with enterprises 19:48 IDE productivity 21:56 Nihilist computer use argument 25:55 Benchmarking Devin 27:15 Market structure 30:32 Agent economy 37:21 Cognition’s team of founders 39:31 Jevons paradox and software 42:00 When will we see AI UIs? 45:52 “I think we have AGI” 47:03 Windsurf deal 52:37 M&A in AI 54:21 Cognition’s culture 55:48 Learning as a CEO 57:12 Scott’s information diet
59:36

Maths savant turned Cognition founder Scott Wu joins me to discuss their AI software engineer, acquiring Windsurf over a weekend, the Moneyball-ification of everything, math contests with Alexandr Wang in 6th grade, the future of independent coding tools, and why he thinks we already have AGI. Subscribe on Spotify, Apple Podcasts, and YouTube for future Cheeky Pint episodes. Timestamps: 00:00 Intro 01:13 Early life and maths competitions 03:47 Addepar job as a high schooler 05:43 Where are all the young founders? 08:45 Moneyball-ification of everything 11:42 Cognition’s AI software engineer, Devin 15:46 Essential and accidental complexity 17:59 How Devin works with enterprises 19:48 IDE productivity 21:56 Nihilist computer use argument 25:55 Benchmarking Devin 27:15 Market structure 30:32 Agent economy 37:21 Cognition’s team of founders 39:31 Jevons paradox and software 42:00 When will we see AI UIs? 45:52 “I think we have AGI” 47:03 Windsurf deal 52:37 M&A in AI 54:21 Cognition’s culture 55:48 Learning as a CEO 57:12 Scott’s information diet

John Collison

346,157 次观看 • 1 年前

"A week is 2% of the year. The cadence we operate on is: A week is not the shortest timeline. It's the longest timeline. What can we decide by tomorrow?" - Michael Grinich. Michael Grinich. Founder and CEO of WorkOS. The company powering the enterprise adoption of AI. Knuckle Up ↓ -- 00:00 Introduction 01:33 From design-obsessed founder to enterprise infrastructure 04:20 Michael’s year off and what made the WorkOS bet obvious 06:54 Why a great startup idea has to look bad first 09:46 Minimum awesome product beats MVP 11:09 The org with no CRO, no VP of sales, and one PM 13:29 Hiring for curiosity, not credentials 16:25 The "AI pilled" interview red flag 18:25 A week is 2% of the year 26:00 How WorkOS approaches brand 33:00 The future shape of engineering orgs 43:20 Why senior engineers benefit most from AI 44:45 Micro-leadership over micromanagement 49:10 Tough times in the early days 59:04 The reverse Peter principle 1:04:38 Quickfire: red flags, hires too early, and biggest fears 1:10:30 Michael's advice to his 25-year-old self
1:12:20

"A week is 2% of the year. The cadence we operate on is: A week is not the shortest timeline. It's the longest timeline. What can we decide by tomorrow?" - Michael Grinich. Michael Grinich. Founder and CEO of WorkOS. The company powering the enterprise adoption of AI. Knuckle Up ↓ -- 00:00 Introduction 01:33 From design-obsessed founder to enterprise infrastructure 04:20 Michael’s year off and what made the WorkOS bet obvious 06:54 Why a great startup idea has to look bad first 09:46 Minimum awesome product beats MVP 11:09 The org with no CRO, no VP of sales, and one PM 13:29 Hiring for curiosity, not credentials 16:25 The "AI pilled" interview red flag 18:25 A week is 2% of the year 26:00 How WorkOS approaches brand 33:00 The future shape of engineering orgs 43:20 Why senior engineers benefit most from AI 44:45 Micro-leadership over micromanagement 49:10 Tough times in the early days 59:04 The reverse Peter principle 1:04:38 Quickfire: red flags, hires too early, and biggest fears 1:10:30 Michael's advice to his 25-year-old self

Nakul Mandan

671,989 次观看 • 4 个月前

BREAKING: Public Co-CEO Leif Abraham (Leif Abraham) Says Their AI Plan is Seriously Working Millions of users, billions in assets, billions in trading volume, + revenue doubling annually Recorded at NYSE 🏛 this is one of the more fun chats on finance & how Public is building the next-gen investing platform “for those who take it seriously." Public represents the first modern alternative to Schwab, Fidelity, & Vanguard — platforms built on decades-old infrastructure that haven't kept pace with today's investors or technology. Financial advisors are cooked. Public's difference: - Top 25% of wealth w/ real assets to compound - AI Agents automating investment workflows - "Generated Assets" creating custom indices — defense index up 350% in a month - Multi-asset trading (stocks, crypto, options, bonds - all in one place) 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Leif Abraham, Co-Founder & Co-CEO at Public (01:10) Competing with traditional brokers (03:45) AI agents for investing (05:22) Are Public’s videos AI or real? (06:31) Why the co-CEO model works (09:34) The evolution of Public (15:06) Growth, scale, and market cycles (17:59) Breaking down the product ecosystem (20:45) Public's design philosophy (22:59) Building portfolios with AI (26:33) Ideal customers (30:20) The decline of financial advisors (33:00) What AI replaces in wealth management (35:45) Risks and limits of AI agents (37:32) The “financial super app” debate (42:39) Prediction markets vs real investing (45:04) Will everything become tradable? (46:22) Tokenization: the hype vs. the reality (50:37) The future of financial platforms (55:56) VCX, closed-end funds & speculation risk (59:09) Would Public go public? (01:02:22) What’s next for Public (01:04:08) The dark AI prediction (01:06:52) Wealth taxes vs. UBI
1:09:17

BREAKING: Public Co-CEO Leif Abraham (Leif Abraham) Says Their AI Plan is Seriously Working Millions of users, billions in assets, billions in trading volume, + revenue doubling annually Recorded at NYSE 🏛 this is one of the more fun chats on finance & how Public is building the next-gen investing platform “for those who take it seriously." Public represents the first modern alternative to Schwab, Fidelity, & Vanguard — platforms built on decades-old infrastructure that haven't kept pace with today's investors or technology. Financial advisors are cooked. Public's difference: - Top 25% of wealth w/ real assets to compound - AI Agents automating investment workflows - "Generated Assets" creating custom indices — defense index up 350% in a month - Multi-asset trading (stocks, crypto, options, bonds - all in one place) 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Leif Abraham, Co-Founder & Co-CEO at Public (01:10) Competing with traditional brokers (03:45) AI agents for investing (05:22) Are Public’s videos AI or real? (06:31) Why the co-CEO model works (09:34) The evolution of Public (15:06) Growth, scale, and market cycles (17:59) Breaking down the product ecosystem (20:45) Public's design philosophy (22:59) Building portfolios with AI (26:33) Ideal customers (30:20) The decline of financial advisors (33:00) What AI replaces in wealth management (35:45) Risks and limits of AI agents (37:32) The “financial super app” debate (42:39) Prediction markets vs real investing (45:04) Will everything become tradable? (46:22) Tokenization: the hype vs. the reality (50:37) The future of financial platforms (55:56) VCX, closed-end funds & speculation risk (59:09) Would Public go public? (01:02:22) What’s next for Public (01:04:08) The dark AI prediction (01:06:52) Wealth taxes vs. UBI

Molly O’Shea

99,045 次观看 • 5 个月前

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:
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My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

Shane Parrish

450,952 次观看 • 5 个月前

BREAKING: Max Levchin (Max Levchin), Co-Founder of PayPal & CEO of Affirm — HQ Tour A Masterclass in: Espressos → Big Lebowski → PayPal lessons → Affirm → Economics of AI The Dude abides. “The net IQ of the world Is about to go up 50 points” Result: As intelligence becomes normalized, bad actors & "fine print" companies will get exposed faster. We cover: • Capitalism vs the “warm embrace” of socialism • You can’t perfectly time an IPO • The best time ever to be a CS CEO • AI collapsing the cost of intelligence • Great economic shift underway Strikes & gutters, ups & downs. Recorded at Affirm HQ, March 30, 2026 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Max Levchin, Co-Founder & CEO at Affirm (01:35) Inside Affirm's office espresso bar (06:46) How the love for espressos started at age 5 (10:30) Truth about bad coffee beans (13:51) Strava & cycling (14:56) Meeting Alfred Lin & Tony Hsieh over poker (21:14) Onboarding 800K Shopify merchants in one week (22:59) Big Lebowski in every shareholder letter (32:11) The PayPal lesson that built Affirm (35:25) Being a technical CEO (37:57) Why this is the best time to be a technical CEO (42:10) Should engineers still learn to code? (44:48) Side quest with AI (46:59) Companies AI will destroy (49:46) How AI has changed engineering at Affirm (50:54) Agentic commerce & DoorDash (52:28) Devolution of Credit (55:06) Biggest misconceptions about BNPL (57:42) Being a public company CEO (01:07:01) Advice for private companies (01:11:09) Creating his own economy (01:14:29) Can AI help solve the $39T debt problem? (01:16:00) Learnings (01:17:46) Will average IQ rise or fall?
1:21:21

BREAKING: Max Levchin (Max Levchin), Co-Founder of PayPal & CEO of Affirm — HQ Tour A Masterclass in: Espressos → Big Lebowski → PayPal lessons → Affirm → Economics of AI The Dude abides. “The net IQ of the world Is about to go up 50 points” Result: As intelligence becomes normalized, bad actors & "fine print" companies will get exposed faster. We cover: • Capitalism vs the “warm embrace” of socialism • You can’t perfectly time an IPO • The best time ever to be a CS CEO • AI collapsing the cost of intelligence • Great economic shift underway Strikes & gutters, ups & downs. Recorded at Affirm HQ, March 30, 2026 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Max Levchin, Co-Founder & CEO at Affirm (01:35) Inside Affirm's office espresso bar (06:46) How the love for espressos started at age 5 (10:30) Truth about bad coffee beans (13:51) Strava & cycling (14:56) Meeting Alfred Lin & Tony Hsieh over poker (21:14) Onboarding 800K Shopify merchants in one week (22:59) Big Lebowski in every shareholder letter (32:11) The PayPal lesson that built Affirm (35:25) Being a technical CEO (37:57) Why this is the best time to be a technical CEO (42:10) Should engineers still learn to code? (44:48) Side quest with AI (46:59) Companies AI will destroy (49:46) How AI has changed engineering at Affirm (50:54) Agentic commerce & DoorDash (52:28) Devolution of Credit (55:06) Biggest misconceptions about BNPL (57:42) Being a public company CEO (01:07:01) Advice for private companies (01:11:09) Creating his own economy (01:14:29) Can AI help solve the $39T debt problem? (01:16:00) Learnings (01:17:46) Will average IQ rise or fall?

Molly O’Shea

380,733 次观看 • 5 个月前

tylercowen is bullish on AI education — here's why. 00:00 -- Preview 00:24 -- President Carlos Carvalho's AI-generated intro 03:21 -- Cowen reacts to UATX's campus 04:38 -- The AI revolution is here. Who will lose the most? 06:05 -- AI lawyers 07:17 -- Don't underestimate this 10:41 -- Changes to the "upper upper middle class" 12:38 -- How to be successful 13:43 -- The rise of managerial empires 14:02 -- When will we have the first billion dollar company with one employee? 16:05 -- 10-20 year forecast 16:19 -- Why education is so behind 17:01 -- Should you be bullish on UATX? 18:36 -- Should you still read Homer? 21:50 -- Write to think 25:01 -- Meet more people 25:42 -- How to get hired 26:54 -- Is AI your best mentor? 38:17 -- How to curb cheating 39:02 -- The new life of the mind 42:34 -- Q&A: Will there be more status associated with real education or AI education? 45:50 -- Q&A: Why do tech-savvy students need to practice using AI? 47:56 -- Q&A: Do LLMs atrophy your mind? 49:29 -- Q&A: How do you avoid AI-dependency? 51:05 -- Q&A: Isn't this vision lonely and isolating? 53:06 -- Q&A: Do students need teachers? 55:36 -- Q&A: What are the four most important courses for undergrads? 57:49 -- Q&A: Which AI company will win the AI race in the next five years and why? 59:22 -- Q&A: Can AI teach religion? 01:01:32 -- Q&A: Will AI narrow or widen our world? 01:04:37 -- Q&A: What makes us human? 01:05:42 -- Q&A: What is art? 01:08:33 -- Q&A: It's easy to catch cheaters
1:10:31

tylercowen is bullish on AI education — here's why. 00:00 -- Preview 00:24 -- President Carlos Carvalho's AI-generated intro 03:21 -- Cowen reacts to UATX's campus 04:38 -- The AI revolution is here. Who will lose the most? 06:05 -- AI lawyers 07:17 -- Don't underestimate this 10:41 -- Changes to the "upper upper middle class" 12:38 -- How to be successful 13:43 -- The rise of managerial empires 14:02 -- When will we have the first billion dollar company with one employee? 16:05 -- 10-20 year forecast 16:19 -- Why education is so behind 17:01 -- Should you be bullish on UATX? 18:36 -- Should you still read Homer? 21:50 -- Write to think 25:01 -- Meet more people 25:42 -- How to get hired 26:54 -- Is AI your best mentor? 38:17 -- How to curb cheating 39:02 -- The new life of the mind 42:34 -- Q&A: Will there be more status associated with real education or AI education? 45:50 -- Q&A: Why do tech-savvy students need to practice using AI? 47:56 -- Q&A: Do LLMs atrophy your mind? 49:29 -- Q&A: How do you avoid AI-dependency? 51:05 -- Q&A: Isn't this vision lonely and isolating? 53:06 -- Q&A: Do students need teachers? 55:36 -- Q&A: What are the four most important courses for undergrads? 57:49 -- Q&A: Which AI company will win the AI race in the next five years and why? 59:22 -- Q&A: Can AI teach religion? 01:01:32 -- Q&A: Will AI narrow or widen our world? 01:04:37 -- Q&A: What makes us human? 01:05:42 -- Q&A: What is art? 01:08:33 -- Q&A: It's easy to catch cheaters

University of Austin (UATX)

27,770 次观看 • 8 个月前

My conversation with Dylan Patel on everything you ever wanted to know about the incredible buildout happening in AI infrastructure This is a whirlwind tour through the companies, deals, models, chips, power sources, partnerships, and people powering AI Dylan is some sort of genius. I wish a version of him existed for every subject. I hope you enjoy this as much as I did. Timestamps: 0:00 Introduction 0:39 The Infinite Money Glitch 4:42 Oracle's Bet on OpenAI 6:06 Nvidia's Strategic Investment and Deal Mechanics 9:17 Why Bigger Models Aren't Always Better 15:07 The Adoption Curve Problem 19:01 The Tokenomics of AI 23:59 Over-Parameterization and Model Learning 28:10 Building Environments for AI Training 32:16 AI in Everyday Life 34:46 The Future of Reasoning and Compute Scaling 44:34 The Spectrum of AI Optimism 46:29 Timeline to AGI 49:25 Talent Wars 58:37 Power Dynamics in the AI Ecosystem 1:18:42 AI for Material Science and Hard Tech 1:22:21 Building Infrastructure 1:29:55 US vs China: Who Really Needs AI to Win? 1:37:42 Favorite AI Bears 1:48:08 Speed Round: Company Impressions 1:55:11 The Death of Traditional SaaS Business Models 2:00:24 The Kindest Thing
2:02:21

My conversation with Dylan Patel on everything you ever wanted to know about the incredible buildout happening in AI infrastructure This is a whirlwind tour through the companies, deals, models, chips, power sources, partnerships, and people powering AI Dylan is some sort of genius. I wish a version of him existed for every subject. I hope you enjoy this as much as I did. Timestamps: 0:00 Introduction 0:39 The Infinite Money Glitch 4:42 Oracle's Bet on OpenAI 6:06 Nvidia's Strategic Investment and Deal Mechanics 9:17 Why Bigger Models Aren't Always Better 15:07 The Adoption Curve Problem 19:01 The Tokenomics of AI 23:59 Over-Parameterization and Model Learning 28:10 Building Environments for AI Training 32:16 AI in Everyday Life 34:46 The Future of Reasoning and Compute Scaling 44:34 The Spectrum of AI Optimism 46:29 Timeline to AGI 49:25 Talent Wars 58:37 Power Dynamics in the AI Ecosystem 1:18:42 AI for Material Science and Hard Tech 1:22:21 Building Infrastructure 1:29:55 US vs China: Who Really Needs AI to Win? 1:37:42 Favorite AI Bears 1:48:08 Speed Round: Company Impressions 1:55:11 The Death of Traditional SaaS Business Models 2:00:24 The Kindest Thing

Patrick OShaughnessy

548,858 次观看 • 1 年前

Inside Nemotron and NVIDIA's AI lab: my conversation with Bryan Catanzaro (Bryan Catanzaro). NVIDIA is a chip company. So why does it put hundreds of researchers on building AI models - and then give them away for free? We go deep into the Nemotron models, what it takes to build a top AI lab, and the future of frontier AI. 01:33 - Is open source AI catching the frontier? 05:29 - Do closed labs blocking distillation slow open source down? 07:42 - Is the US falling behind China? 10:30 - Why companies actually choose open models 12:39 - A "crazy" 2008 bet: machine learning on GPUs 15:33 - Working with Andrew Ng and Dario Amodei at Baidu 17:41 - Coming back to NVIDIA: DLSS and the birth of Megatron 21:55 - The real reason NVIDIA builds its own models 24:28 - Is Moore's Law really dead? 33:37 - The Nemotron family: Nano, Super, Ultra 35:09 - Built for agents: why NVIDIA bets on speed 36:02 - How you train a 550B model in 4 bits 39:25 - Hybrid Mamba-Transformer, explained simply 42:31 - Mixture of experts, and why NVIDIA built NVL72 around it 47:26 - Why a 1-million-token context window matters 49:26 - Multi-token prediction: how the model predicts 5 tokens at once 52:47 - Multi-teacher distillation: teaching one model from many 58:01 - Where reinforcement learning goes next 01:00:16 - Inside NVIDIA's research org: "the mission is the boss" 01:04:03 - How NVIDIA decides who gets the GPUs 01:10:53 - Why NVIDIA still feels entrepreneurial after 33 years 01:12:58 - Why Bryan doesn't believe in the singularity 01:17:50 - The AI backlash 01:19:18 - The controversial case: open AI is safer than closed
1:22:57

Inside Nemotron and NVIDIA's AI lab: my conversation with Bryan Catanzaro (Bryan Catanzaro). NVIDIA is a chip company. So why does it put hundreds of researchers on building AI models - and then give them away for free? We go deep into the Nemotron models, what it takes to build a top AI lab, and the future of frontier AI. 01:33 - Is open source AI catching the frontier? 05:29 - Do closed labs blocking distillation slow open source down? 07:42 - Is the US falling behind China? 10:30 - Why companies actually choose open models 12:39 - A "crazy" 2008 bet: machine learning on GPUs 15:33 - Working with Andrew Ng and Dario Amodei at Baidu 17:41 - Coming back to NVIDIA: DLSS and the birth of Megatron 21:55 - The real reason NVIDIA builds its own models 24:28 - Is Moore's Law really dead? 33:37 - The Nemotron family: Nano, Super, Ultra 35:09 - Built for agents: why NVIDIA bets on speed 36:02 - How you train a 550B model in 4 bits 39:25 - Hybrid Mamba-Transformer, explained simply 42:31 - Mixture of experts, and why NVIDIA built NVL72 around it 47:26 - Why a 1-million-token context window matters 49:26 - Multi-token prediction: how the model predicts 5 tokens at once 52:47 - Multi-teacher distillation: teaching one model from many 58:01 - Where reinforcement learning goes next 01:00:16 - Inside NVIDIA's research org: "the mission is the boss" 01:04:03 - How NVIDIA decides who gets the GPUs 01:10:53 - Why NVIDIA still feels entrepreneurial after 33 years 01:12:58 - Why Bryan doesn't believe in the singularity 01:17:50 - The AI backlash 01:19:18 - The controversial case: open AI is safer than closed

Matt Turck

56,954 次观看 • 2 个月前

Aidan Gomez (Aidan Gomez) is a computer scientist, co-author of the seminal paper ‘Attention Is All You Need,’ and the CEO of Cohere. In this episode, we discussed his upbringing in the cabin his grandfather built in Codrington, a small town North of Brighton, and the values that were instilled in him through his family. We explored his path from Codrington to his undergraduate studies at the University of Toronto, emailing Geoffrey Hinton, and joining Google Brain where he co-wrote the paper on transformers. We discussed how he met his co-founders Ivan Zhang and Nick Frosst, and his insights on what it means to build a meaningful, successful company in Canada. Aidan shares his conviction about what is at stake — for Canada and for the world at large. This is a conversation about family, values, and what it means to live with conviction. The Other Stuff is hosted by internetVin — filmmaker, entrepreneur, and possibly the most curious man on Earth. Produced by New. The Other Stuff #29 — Aidan Gomez: Empathy and Conviction — Timestamps 00:00:00 Intro 00:03:10 The Malleability of Toronto 00:11:06 Growing Up in Codrington 00:13:50 The Story of Aidan Gomez’s Family 00:27:23 Introduction to the Internet 00:30:39 Values and Work Ethic 00:35:46 University of Toronto’s AI Scene 00:40:48 Emailing Geoffrey Hinton 00:42:16 Google Brain 00:45:15 Dropout: A Simple Way to Prevent Neural Networks from Overfitting 00:49:48 The Beauty of Research 00:54:24 One Model to Rule Them All 00:59:54 Meeting Ivan Zhang and Nick Frosst 01:04:00 The Birth of Cohere 01:06:56 Twitter Influencers and Alex Friedland 01:11:48 Being the CEO 01:12:51 Building for Canada 01:15:01 Three Fundamental Ingredients of Building a Company 01:21:39 Working with the Canadian Government 01:24:39 Reflexivity in Canada 01:36:22 What Is Evil? 01:42:40 The Role of AI in the World
1:46:27

Aidan Gomez (Aidan Gomez) is a computer scientist, co-author of the seminal paper ‘Attention Is All You Need,’ and the CEO of Cohere. In this episode, we discussed his upbringing in the cabin his grandfather built in Codrington, a small town North of Brighton, and the values that were instilled in him through his family. We explored his path from Codrington to his undergraduate studies at the University of Toronto, emailing Geoffrey Hinton, and joining Google Brain where he co-wrote the paper on transformers. We discussed how he met his co-founders Ivan Zhang and Nick Frosst, and his insights on what it means to build a meaningful, successful company in Canada. Aidan shares his conviction about what is at stake — for Canada and for the world at large. This is a conversation about family, values, and what it means to live with conviction. The Other Stuff is hosted by internetVin — filmmaker, entrepreneur, and possibly the most curious man on Earth. Produced by New. The Other Stuff #29 — Aidan Gomez: Empathy and Conviction — Timestamps 00:00:00 Intro 00:03:10 The Malleability of Toronto 00:11:06 Growing Up in Codrington 00:13:50 The Story of Aidan Gomez’s Family 00:27:23 Introduction to the Internet 00:30:39 Values and Work Ethic 00:35:46 University of Toronto’s AI Scene 00:40:48 Emailing Geoffrey Hinton 00:42:16 Google Brain 00:45:15 Dropout: A Simple Way to Prevent Neural Networks from Overfitting 00:49:48 The Beauty of Research 00:54:24 One Model to Rule Them All 00:59:54 Meeting Ivan Zhang and Nick Frosst 01:04:00 The Birth of Cohere 01:06:56 Twitter Influencers and Alex Friedland 01:11:48 Being the CEO 01:12:51 Building for Canada 01:15:01 Three Fundamental Ingredients of Building a Company 01:21:39 Working with the Canadian Government 01:24:39 Reflexivity in Canada 01:36:22 What Is Evil? 01:42:40 The Role of AI in the World

The Other Stuff Podcast

45,297 次观看 • 9 个月前

State of Enterprise AI 2026: Aaron Levie on Tokenmaxxing, The Rise of Headless, and AI-Proofing Your Job 00:00 Intro 01:18 Silicon Valley engineering vs. everyone else 05:35 Are enterprise CIOs actually bullish on AI? 08:51 Tokenmaxxing & why your AI bill is about to explode 11:34 The myth of falling token costs and AI spend escaping IT budgets 17:37 The $5B startup hiding in AI compute 18:14 The mosaic of models inside every enterprise 21:28 Why coding works and the rest of knowledge work doesn't 25:53 The Bob and Sally problem: access control breaks agents 30:31 Will enterprise AI really take 10 years to roll out 32:24 The capability overhang: why faster models slow diffusion 34:23 Data is the bottleneck (it always was) 39:02 The rise of internal forward-deployed engineers 41:23 Why the AI doomers are wrong about jobs 43:43 Headless software is inevitable 46:14 What replaces per-seat pricing 47:37 How Box itself is going headless 49:42 How the org chart actually evolves 1:00:33 Future-proofing yourself as an enterprise employee 1:06:40 Are we all just going to work for OpenAI and Anthropic? 1:07:11 Where startups can still win as the labs move up
1:12:54

State of Enterprise AI 2026: Aaron Levie on Tokenmaxxing, The Rise of Headless, and AI-Proofing Your Job 00:00 Intro 01:18 Silicon Valley engineering vs. everyone else 05:35 Are enterprise CIOs actually bullish on AI? 08:51 Tokenmaxxing & why your AI bill is about to explode 11:34 The myth of falling token costs and AI spend escaping IT budgets 17:37 The $5B startup hiding in AI compute 18:14 The mosaic of models inside every enterprise 21:28 Why coding works and the rest of knowledge work doesn't 25:53 The Bob and Sally problem: access control breaks agents 30:31 Will enterprise AI really take 10 years to roll out 32:24 The capability overhang: why faster models slow diffusion 34:23 Data is the bottleneck (it always was) 39:02 The rise of internal forward-deployed engineers 41:23 Why the AI doomers are wrong about jobs 43:43 Headless software is inevitable 46:14 What replaces per-seat pricing 47:37 How Box itself is going headless 49:42 How the org chart actually evolves 1:00:33 Future-proofing yourself as an enterprise employee 1:06:40 Are we all just going to work for OpenAI and Anthropic? 1:07:11 Where startups can still win as the labs move up

Matt Turck

49,691 次观看 • 4 个月前

The end of coding? *Epic* conversation with Guillermo Rauch of Vercel on vibe coding, MCP, agents and building products in the AI era. (00:00) - Intro: Guillermo's Story (02:08) - What is v0 and Why Did It Take Off So Fast? (04:10) - Building a hit product with < people (07:51) - Cursor, Replit, etc: v0 vs Other AI Coding Tools (10:35) - Everyone can cook - What is Vibe Coding? (17:05) - Is v0 Just Frontend? Moving Toward Full Stack 19:40 - How to Become a Great Vibe Coder (23:35) - A GUI for AI: The Future of Interfaces (29:46) - Developer Love vs Agent Love (33:41) - The Importance of Taste in the AI Era (39:10) - MCP: The Protocol for AI-to-AI Communication (43:11) - Security and the Risks of Agentic Web (45:25) - Are Enterprises Ready for the Agentic Future? (49:42) - Building a Data Flywheel (56:06) - The Vercel AI Cloud: From Pixels to Tokens (1:10:14) - Adapting to a Non-Developer Persona (1:13:47) - Retention, Margins, and the Business of AI (1:16:51) - The Secret Behind Vercel Last Year Growth (1:24:15) - The importance of Online Presence (1:30:49) - Everything, Everywhere, All at Once: Keeping your Sanity as a CEO (1:34:59) - Guillermo's Advice to Younger Self
1:45:40

The end of coding? *Epic* conversation with Guillermo Rauch of Vercel on vibe coding, MCP, agents and building products in the AI era. (00:00) - Intro: Guillermo's Story (02:08) - What is v0 and Why Did It Take Off So Fast? (04:10) - Building a hit product with < people (07:51) - Cursor, Replit, etc: v0 vs Other AI Coding Tools (10:35) - Everyone can cook - What is Vibe Coding? (17:05) - Is v0 Just Frontend? Moving Toward Full Stack 19:40 - How to Become a Great Vibe Coder (23:35) - A GUI for AI: The Future of Interfaces (29:46) - Developer Love vs Agent Love (33:41) - The Importance of Taste in the AI Era (39:10) - MCP: The Protocol for AI-to-AI Communication (43:11) - Security and the Risks of Agentic Web (45:25) - Are Enterprises Ready for the Agentic Future? (49:42) - Building a Data Flywheel (56:06) - The Vercel AI Cloud: From Pixels to Tokens (1:10:14) - Adapting to a Non-Developer Persona (1:13:47) - Retention, Margins, and the Business of AI (1:16:51) - The Secret Behind Vercel Last Year Growth (1:24:15) - The importance of Online Presence (1:30:49) - Everything, Everywhere, All at Once: Keeping your Sanity as a CEO (1:34:59) - Guillermo's Advice to Younger Self

Matt Turck

86,153 次观看 • 1 年前

Varun Vummadi (Varun Vummadi) is the co-founder of Giga, which builds AI agents for customer support for some of the biggest companies in the world, including DoorDash, one of the largest crypto exchanges in the US, and a top-three global telecom provider. At Startup School India, Varun sat down with YC's Ankit Gupta to talk about why he turned down a high-paying quant job to start a company, the multiple pivots it took to find the right problem, and how their small team of eight beat a 400-person competitor to land a contract with DoorDash. 01:33 — Early Days & Origin Story 03:37 — The YC Interview Disaster 06:28 — Pivoting Away From EdTech 07:25 — Finding the Real Idea 08:39 — Beating a Well-Funded Competitor 10:00 — Winning DoorDash With 8 People 11:09 — What GigaML Looks Like Now 12:40 — Advice for College Students 15:51 — Why Charge Early? 17:33 — The Next Big Bet 18:43 — Running the Company on AI 20:19 — How They Hire Engineers 22:04 — Product Over Sales 23:37 — Burn the Boats
24:29

Varun Vummadi (Varun Vummadi) is the co-founder of Giga, which builds AI agents for customer support for some of the biggest companies in the world, including DoorDash, one of the largest crypto exchanges in the US, and a top-three global telecom provider. At Startup School India, Varun sat down with YC's Ankit Gupta to talk about why he turned down a high-paying quant job to start a company, the multiple pivots it took to find the right problem, and how their small team of eight beat a 400-person competitor to land a contract with DoorDash. 01:33 — Early Days & Origin Story 03:37 — The YC Interview Disaster 06:28 — Pivoting Away From EdTech 07:25 — Finding the Real Idea 08:39 — Beating a Well-Funded Competitor 10:00 — Winning DoorDash With 8 People 11:09 — What GigaML Looks Like Now 12:40 — Advice for College Students 15:51 — Why Charge Early? 17:33 — The Next Big Bet 18:43 — Running the Company on AI 20:19 — How They Hire Engineers 22:04 — Product Over Sales 23:37 — Burn the Boats

Y Combinator

151,010 次观看 • 4 个月前

He just quit. He was a primary editor for Diary of a CEO. So I asked him to tell all of his secrets for how he helps the Diary of a CEO be the number 1 podcast on YouTube. 00:00:00 Why Trailers Are Essential for Podcast Growth 00:03:30 Why Most People Are Doing Trailers Wrong 00:06:36 From Film and TV to Diary of a CEO 00:11:48 Retention Rates and What They Actually Mean 00:14:52 What Actually Makes a Podcast Good 00:17:00 Why the Guest Is 50% of Everything 00:22:59 What Makes a Great Podcast Host 00:26:31 Red Flags in Podcast Trailers 00:30:33 The Jefferson Fisher Hook Breakdown 00:34:16 The Louis Tomlinson Hook Breakdown 00:42:35 The 15 Point Checklist for the Perfect Trailer 00:45:28 The Oz Pearlman Hook (41 Second Rule) 00:48:06 The Laughter Track Hack 00:54:11 Sound Design and Visual Details 00:57:04 How to Choose Music Like a Film Director 01:00:02 Disney Imagineering Lesson 01:02:46 The Vanessa Van Edwards Hook Breakdown 01:07:02 The Kevin Hart Narrative Arc Breakdown 01:16:40 The A-B-C Storytelling Framework 01:20:13 The Easiest Win You Can Implement Right Now 01:22:36 How Diary of a CEO Uses AI
1:30:01

He just quit. He was a primary editor for Diary of a CEO. So I asked him to tell all of his secrets for how he helps the Diary of a CEO be the number 1 podcast on YouTube. 00:00:00 Why Trailers Are Essential for Podcast Growth 00:03:30 Why Most People Are Doing Trailers Wrong 00:06:36 From Film and TV to Diary of a CEO 00:11:48 Retention Rates and What They Actually Mean 00:14:52 What Actually Makes a Podcast Good 00:17:00 Why the Guest Is 50% of Everything 00:22:59 What Makes a Great Podcast Host 00:26:31 Red Flags in Podcast Trailers 00:30:33 The Jefferson Fisher Hook Breakdown 00:34:16 The Louis Tomlinson Hook Breakdown 00:42:35 The 15 Point Checklist for the Perfect Trailer 00:45:28 The Oz Pearlman Hook (41 Second Rule) 00:48:06 The Laughter Track Hack 00:54:11 Sound Design and Visual Details 00:57:04 How to Choose Music Like a Film Director 01:00:02 Disney Imagineering Lesson 01:02:46 The Vanessa Van Edwards Hook Breakdown 01:07:02 The Kevin Hart Narrative Arc Breakdown 01:16:40 The A-B-C Storytelling Framework 01:20:13 The Easiest Win You Can Implement Right Now 01:22:36 How Diary of a CEO Uses AI

Grant

206,920 次观看 • 1 个月前

New episode with the incredible former PepsiCo CEO Indra Nooyi - the first woman of color and immigrant to run a Fortune 50 company. In this conversation, Indra discusses the stories behind her rise to the top of one of the world's largest companies. From early days at the Boston Consulting Group using satellite photos to analyze competitor facilities, to personally tracking 400 potential executives as CEO, Indra reveals the granular thinking that separates great leaders from good ones. Her "zoom in, zoom out" philosophy transformed how she understood business — from the "right side of the decimal" where even a fraction of a penny matters across millions of transactions, to setting company strategy at 30,000 feet. She explains why most leaders fail because they don't understand their business at the most granular level. But perhaps most powerful is her candid discussion about the reality of being a working mother in the C-suite where she argues there is no such thing as work-life balance. Watch now for a masterclass in leadership, strategy, and the sacrifices required to reach the top. (00:02:37) Growing Up In India (00:04:38) USA Culture Shock (00:09:54) Lessons From Working In Consulting (00:14:13) Right Side Of The Decimal Lesson (00:16:59) Lessons From Working In Consulting PT 2 (00:20:39) Delivering A Message That Gets Heard (00:23:19) Developing Talent (00:26:46) How To Minimize Office Politics (00:29:14) Power And Humility In Life (00:31:53) Prioritizing Work Over Family / Finding Balance (00:37:39) Turnover After A CEO Change (00:41:09) CEO Vs Board Member (00:44:41) Implementable Change In A Company (00:47:00) Removing Friction Instead Of Using Force (00:48:46) Lessons From Amazon (00:50:36) Leading Through Crisis (00:54:01) Dealing With Activist Investors (00:57:20) Women As CEOS (00:58:40) Equality of Opportunity (01:02:32) Bias In Performance Reviews (01:04:09) Almost Quitting PepsiCo (01:05:48) What I Learned From Steve Jobs (01:10:35) Lessons From Costco And Walmart (01:18:43) Secrets to PepsiCo Merchandising (01:20:59) Making Decisions At A Multi Billion Dollar Company (01:22:40) Lessons From Acquisitions (01:25:52) Traits Of A High Performing Employee (01:27:44) Remote Work Vs In Office
1:31:27

New episode with the incredible former PepsiCo CEO Indra Nooyi - the first woman of color and immigrant to run a Fortune 50 company. In this conversation, Indra discusses the stories behind her rise to the top of one of the world's largest companies. From early days at the Boston Consulting Group using satellite photos to analyze competitor facilities, to personally tracking 400 potential executives as CEO, Indra reveals the granular thinking that separates great leaders from good ones. Her "zoom in, zoom out" philosophy transformed how she understood business — from the "right side of the decimal" where even a fraction of a penny matters across millions of transactions, to setting company strategy at 30,000 feet. She explains why most leaders fail because they don't understand their business at the most granular level. But perhaps most powerful is her candid discussion about the reality of being a working mother in the C-suite where she argues there is no such thing as work-life balance. Watch now for a masterclass in leadership, strategy, and the sacrifices required to reach the top. (00:02:37) Growing Up In India (00:04:38) USA Culture Shock (00:09:54) Lessons From Working In Consulting (00:14:13) Right Side Of The Decimal Lesson (00:16:59) Lessons From Working In Consulting PT 2 (00:20:39) Delivering A Message That Gets Heard (00:23:19) Developing Talent (00:26:46) How To Minimize Office Politics (00:29:14) Power And Humility In Life (00:31:53) Prioritizing Work Over Family / Finding Balance (00:37:39) Turnover After A CEO Change (00:41:09) CEO Vs Board Member (00:44:41) Implementable Change In A Company (00:47:00) Removing Friction Instead Of Using Force (00:48:46) Lessons From Amazon (00:50:36) Leading Through Crisis (00:54:01) Dealing With Activist Investors (00:57:20) Women As CEOS (00:58:40) Equality of Opportunity (01:02:32) Bias In Performance Reviews (01:04:09) Almost Quitting PepsiCo (01:05:48) What I Learned From Steve Jobs (01:10:35) Lessons From Costco And Walmart (01:18:43) Secrets to PepsiCo Merchandising (01:20:59) Making Decisions At A Multi Billion Dollar Company (01:22:40) Lessons From Acquisitions (01:25:52) Traits Of A High Performing Employee (01:27:44) Remote Work Vs In Office

Farnam Street

114,125 次观看 • 1 年前

NEW: Inside AI's Biggest Downstream Winner.. the Surge in AI Database Demand "Data is the unsung hero, & data is back." MongoDB CEO CJ Desai (CJ Desai) The unexpected result? Hyperscalers are turning away even top-50 accounts. "Sorry, we don't have a capacity." "And they are one of the top 50 customers for that hyperscaler." ElevenLabs alone runs "north of 50 million agents, depending on when you look at it, all running on MongoDB.. that gives us a lot of confidence that we have the right architecture for agentic workloads." NASDAQ: $MDB We cover: › The 3 classes of AI customers MongoDB serves › Why hyperscalers are telling top-50 accounts "no capacity" › On-prem, sovereign AI, and the data-center comeback › ElevenLabs running 50M+ agents on MongoDB › MongoDB (OLTP) vs Snowflake & Databricks (OLAP) › Why there is no standardization in enterprise AI models › Auto-scaling & the fall of expensive DBAs 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) CJ Desai, CEO at MongoDB (01:12) Top CEOs at the Raise AI Summit (03:24) The 3 types of companies powering the AI boom (07:25) Why on-prem is making a shocking comeback (09:01) Hyperscalers are quietly running out of capacity (11:06) What actually separates MongoDB from Snowflake x Databricks (13:18) Why Frontier Labs treat MongoDB as their memory layer (16:22) From Oracle intern to first-time CEO (19:19) Becoming CEO during the AI chaos (23:53) The World Cup crisis that tested MongoDB's scale (28:19) The real complexity behind simple AI agents (31:22) Open source vs. closed models: what customers actually pick (34:36) CJ's honest take on data centers in space (36:50) The mentors who shaped a first-time CEO (40:32) MongoDB's next big bets (41:36) Data is back?
43:11

NEW: Inside AI's Biggest Downstream Winner.. the Surge in AI Database Demand "Data is the unsung hero, & data is back." MongoDB CEO CJ Desai (CJ Desai) The unexpected result? Hyperscalers are turning away even top-50 accounts. "Sorry, we don't have a capacity." "And they are one of the top 50 customers for that hyperscaler." ElevenLabs alone runs "north of 50 million agents, depending on when you look at it, all running on MongoDB.. that gives us a lot of confidence that we have the right architecture for agentic workloads." NASDAQ: $MDB We cover: › The 3 classes of AI customers MongoDB serves › Why hyperscalers are telling top-50 accounts "no capacity" › On-prem, sovereign AI, and the data-center comeback › ElevenLabs running 50M+ agents on MongoDB › MongoDB (OLTP) vs Snowflake & Databricks (OLAP) › Why there is no standardization in enterprise AI models › Auto-scaling & the fall of expensive DBAs 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) CJ Desai, CEO at MongoDB (01:12) Top CEOs at the Raise AI Summit (03:24) The 3 types of companies powering the AI boom (07:25) Why on-prem is making a shocking comeback (09:01) Hyperscalers are quietly running out of capacity (11:06) What actually separates MongoDB from Snowflake x Databricks (13:18) Why Frontier Labs treat MongoDB as their memory layer (16:22) From Oracle intern to first-time CEO (19:19) Becoming CEO during the AI chaos (23:53) The World Cup crisis that tested MongoDB's scale (28:19) The real complexity behind simple AI agents (31:22) Open source vs. closed models: what customers actually pick (34:36) CJ's honest take on data centers in space (36:50) The mentors who shaped a first-time CEO (40:32) MongoDB's next big bets (41:36) Data is back?

Molly O’Shea

170,786 次观看 • 2 个月前

NEW: Dylan Field (Dylan Field), CEO of Figma (NYSE: FIG) How to Escape the "Permanent Underclass of Zero Taste" › Why AI prompts only get you the average › Why the market has design backwards Plus, Founders Fund's Mafia & Thiel Fellowship class behind Figma + Anthropic Recorded at Day 0 of Config 2026, San Francisco We Cover: › Vibe Mathing › Elon: Products vs Logos › AI's trust issue › Agents vs Employees › Engineers coding design › American Enterprise > › IQ ≠ Judgment or taste › What actually is a jailbreak? This was SO much fun!!! Can confirm Config-pilled. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Dylan Field, Co-Founder & CEO at Figma (00:57) Day Zero begins: backstage at Config (01:44) The "Coachella for Design" is real (02:35) Why Dylan started Config back in 2020 (03:47) Why "design is dead" is completely wrong (06:11) How Figma turned engineers into designers (06:54) Inside Config before the crowd arrives (07:55) The Config speakers Dylan can't wait to watch (11:34) Inside the exclusive Pantone Lounge (12:00) The one question every designer gets asked (13:16) Getting killed in every single game of Mafia (15:33) How to escape the permanent underclass of zero taste (19:51) Why execution is cheap but taste is everything (22:25) What actually builds a trusted brand (25:51) How AI agents are rewiring company structure (28:54) The AI safety debate happening right now (31:57) Why deep curiosity is Dylan's secret weapon (34:53) The real lesson from being a Thiel fellow (36:52) Rapid fire: Elad Gil's wildest question (38:04) What people are missing about AI & enterprise software (40:16) Where Figma goes next (41:21) Why Dylan is bullish on SpaceX (42:43) Elon Musk's logo theory (43:26) The mentors who shaped Dylan Field (45:20) Alan Kay, VR, and the future of human-computer interaction
47:33

NEW: Dylan Field (Dylan Field), CEO of Figma (NYSE: FIG) How to Escape the "Permanent Underclass of Zero Taste" › Why AI prompts only get you the average › Why the market has design backwards Plus, Founders Fund's Mafia & Thiel Fellowship class behind Figma + Anthropic Recorded at Day 0 of Config 2026, San Francisco We Cover: › Vibe Mathing › Elon: Products vs Logos › AI's trust issue › Agents vs Employees › Engineers coding design › American Enterprise > › IQ ≠ Judgment or taste › What actually is a jailbreak? This was SO much fun!!! Can confirm Config-pilled. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Dylan Field, Co-Founder & CEO at Figma (00:57) Day Zero begins: backstage at Config (01:44) The "Coachella for Design" is real (02:35) Why Dylan started Config back in 2020 (03:47) Why "design is dead" is completely wrong (06:11) How Figma turned engineers into designers (06:54) Inside Config before the crowd arrives (07:55) The Config speakers Dylan can't wait to watch (11:34) Inside the exclusive Pantone Lounge (12:00) The one question every designer gets asked (13:16) Getting killed in every single game of Mafia (15:33) How to escape the permanent underclass of zero taste (19:51) Why execution is cheap but taste is everything (22:25) What actually builds a trusted brand (25:51) How AI agents are rewiring company structure (28:54) The AI safety debate happening right now (31:57) Why deep curiosity is Dylan's secret weapon (34:53) The real lesson from being a Thiel fellow (36:52) Rapid fire: Elad Gil's wildest question (38:04) What people are missing about AI & enterprise software (40:16) Where Figma goes next (41:21) Why Dylan is bullish on SpaceX (42:43) Elon Musk's logo theory (43:26) The mentors who shaped Dylan Field (45:20) Alan Kay, VR, and the future of human-computer interaction

Molly O’Shea

430,052 次观看 • 2 个月前