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POD UP! 🚨 -- Why software stocks are imploding -- Claude's hit list, Citrini's essay -- What's behind datacenter opposition -- State of the Union reactions -- SCOTUS strikes down tariffs, Trump's pivot ***This was recorded on Thursday, before the Anthropic/DoW fallout - we will cover it next week!...

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The All-In Podcast

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MTS

71,937 Aufrufe • vor 1 Monat

Software is dead?! Eragon’s Josh Sirota says that logging into a SaaS platform will soon feel like buying a CD instead of streaming your favorite song. Users just want the output now, with no more worrying about the interface. The panel debates whether this means software developers will disappear, or simply transition into software managers. Is there some level of human judgment that agents still can’t fake? Plus Anthropic now watermarks every word that Claude writes? Will this solve our AI Slop/Dead Internet problem or is it more of a nuisance? And the panel reacts to Zuckerberg’s vision for the future of AI abundance. 0:00 Guest Intros 3:30 Anthropic to watermark Claude text 5:50 Cracking down on AI Slop 10:45 Will slop-trackers push users to open source 16:21 Jason's "No Clankers" proposal 23:01 Parsing Zuckerberg's techno-utopian manifesto 39:27 The distillation double standard 44:28 "When you're behind, go open…" 51:17 Texas freezes new data centers 1:04:12 Is software dead? 1:05:39 Software managing, not engineering 1:10:24 Everyone is vibecoding cc: Will Bryk, Exa, Josh Sirota, Eragon, Kash from TaxGPT.com, TaxGPT, @jason, Lon Harris 🎥 Watch the full episode here 👇
1:28:03

Software is dead?! Eragon’s Josh Sirota says that logging into a SaaS platform will soon feel like buying a CD instead of streaming your favorite song. Users just want the output now, with no more worrying about the interface. The panel debates whether this means software developers will disappear, or simply transition into software managers. Is there some level of human judgment that agents still can’t fake? Plus Anthropic now watermarks every word that Claude writes? Will this solve our AI Slop/Dead Internet problem or is it more of a nuisance? And the panel reacts to Zuckerberg’s vision for the future of AI abundance. 0:00 Guest Intros 3:30 Anthropic to watermark Claude text 5:50 Cracking down on AI Slop 10:45 Will slop-trackers push users to open source 16:21 Jason's "No Clankers" proposal 23:01 Parsing Zuckerberg's techno-utopian manifesto 39:27 The distillation double standard 44:28 "When you're behind, go open…" 51:17 Texas freezes new data centers 1:04:12 Is software dead? 1:05:39 Software managing, not engineering 1:10:24 Everyone is vibecoding cc: Will Bryk, Exa, Josh Sirota, Eragon, Kash from TaxGPT.com, TaxGPT, @jason, Lon Harris 🎥 Watch the full episode here 👇

This Week in AI

378,034 Aufrufe • vor 18 Tagen

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

49,647 Aufrufe • vor 3 Monaten

BREAKING: Inside Palo Alto Networks ($PANW ) w/ CEO Nikesh Arora (Nikesh Arora) Rogue agents are just the start. "This is the beginning. This is not a moment." Nikesh joined 8 years ago at an $18 Billion market cap. Today it's grown to $300+ Billion "For 8 years I tried to convince CEOs to pay attention to cybersecurity. You know what Mythos did? Every CEO wants to talk about Mythos." "The average time to fix a vulnerability was 55 days.. The average time they'll find it, try & attack you is in minutes.. We launched a capability that delivers patches in 4 hours. From 55 days to 4 hours." We cover: › The liability question behind agent deployment › Why he signed Jensen Huang's open weights letter › 40+ acquisitions behind the run to $300B › End of the 'SaaSpocalypse' ? › Hiring AI natives out of hackathons › Why every piece of software gets rewritten in the next 10 years 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Nikesh Arora, Chairman & CEO at Palo Alto Networks (00:51) The AI attack era has already started (03:30) What happens when agents go rogue (04:39) Why AI Labs are slowing down (06:31) The Mythos Fallout (17:25) Cybersecurity's secret weapon (19:43) Buying a company is the easy part (20:48) Where most acquisitions go wrong (24:58) Predicting the SaaSpacolypse (28:03) The question nobody in Tech is asking (30:54) There's never enough Compute (33:12) Palo Alto's bar for AI fluency (35:37) The controversial hire (37:12) Using LinkedIn to spot opportunities (39:19) What a CEO's day actually looks like (43:47) The leadership traits that matter (47:02) Google vs. SoftBank: What was different? (51:02) Why planning horizons are shrinking (52:55) Lessons From Elon & Masa (56:44) What's next for Nikesh?
59:09

BREAKING: Inside Palo Alto Networks ($PANW ) w/ CEO Nikesh Arora (Nikesh Arora) Rogue agents are just the start. "This is the beginning. This is not a moment." Nikesh joined 8 years ago at an $18 Billion market cap. Today it's grown to $300+ Billion "For 8 years I tried to convince CEOs to pay attention to cybersecurity. You know what Mythos did? Every CEO wants to talk about Mythos." "The average time to fix a vulnerability was 55 days.. The average time they'll find it, try & attack you is in minutes.. We launched a capability that delivers patches in 4 hours. From 55 days to 4 hours." We cover: › The liability question behind agent deployment › Why he signed Jensen Huang's open weights letter › 40+ acquisitions behind the run to $300B › End of the 'SaaSpocalypse' ? › Hiring AI natives out of hackathons › Why every piece of software gets rewritten in the next 10 years 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Nikesh Arora, Chairman & CEO at Palo Alto Networks (00:51) The AI attack era has already started (03:30) What happens when agents go rogue (04:39) Why AI Labs are slowing down (06:31) The Mythos Fallout (17:25) Cybersecurity's secret weapon (19:43) Buying a company is the easy part (20:48) Where most acquisitions go wrong (24:58) Predicting the SaaSpacolypse (28:03) The question nobody in Tech is asking (30:54) There's never enough Compute (33:12) Palo Alto's bar for AI fluency (35:37) The controversial hire (37:12) Using LinkedIn to spot opportunities (39:19) What a CEO's day actually looks like (43:47) The leadership traits that matter (47:02) Google vs. SoftBank: What was different? (51:02) Why planning horizons are shrinking (52:55) Lessons From Elon & Masa (56:44) What's next for Nikesh?

Molly O’Shea

663,103 Aufrufe • vor 14 Tagen

No author has shaped my worldview more than Nassim Taleb (Nassim Nicholas Taleb). I stumbled on The Black Swan eight years ago, then inhaled the rest of the Incerto. I've increasingly come to appreciate the importance of its ideas to prolonging the human story. Was an honour to speak with Nassim on the podcast. Hard to summarise our conversation, but the timestamps below capture the gist. Enjoy! Timestamps: (0:00:55) - Heuristics for knowing when you're in Mediocristan versus Extremistan. (0:06:06) - Are certain tail exponents intrinsic? (0:10:30) - Why hasn't Universa's tail hedging strategy now been fully priced in? (0:11:52) - Does the power law distribution of startup returns mean VCs should concentrate their bets, or spray and pray? (0:15:20) - Nassim's 30-minute take on the field of behavioural economics. (0:48:57) - Nassim's 20-minute take on superforecasting. (1:11:03) - The Precautionary Principle and AI. (1:17:28) - What are LLMs doing? (1:23:10) - War, violence, & "the empirical mean is not the real mean". (1:39:17) - Covid, & how Western governments think about tail risk. (1:43:38) - What's the most important thing people in social science get wrong about correlation? (1:52:58) - How does Nassim explain the perspicacity of the Russian school of probability? (1:55:56) - Why doesn't Hayek's knowledge argument extend to prediction markets? (1:58:26) - If mean absolute deviation is a better measure than standard deviation, why has the latter become commonplace? (2:01:09) - Nassim's next book, and what he's up to at the moment.
2:02:58

No author has shaped my worldview more than Nassim Taleb (Nassim Nicholas Taleb). I stumbled on The Black Swan eight years ago, then inhaled the rest of the Incerto. I've increasingly come to appreciate the importance of its ideas to prolonging the human story. Was an honour to speak with Nassim on the podcast. Hard to summarise our conversation, but the timestamps below capture the gist. Enjoy! Timestamps: (0:00:55) - Heuristics for knowing when you're in Mediocristan versus Extremistan. (0:06:06) - Are certain tail exponents intrinsic? (0:10:30) - Why hasn't Universa's tail hedging strategy now been fully priced in? (0:11:52) - Does the power law distribution of startup returns mean VCs should concentrate their bets, or spray and pray? (0:15:20) - Nassim's 30-minute take on the field of behavioural economics. (0:48:57) - Nassim's 20-minute take on superforecasting. (1:11:03) - The Precautionary Principle and AI. (1:17:28) - What are LLMs doing? (1:23:10) - War, violence, & "the empirical mean is not the real mean". (1:39:17) - Covid, & how Western governments think about tail risk. (1:43:38) - What's the most important thing people in social science get wrong about correlation? (1:52:58) - How does Nassim explain the perspicacity of the Russian school of probability? (1:55:56) - Why doesn't Hayek's knowledge argument extend to prediction markets? (1:58:26) - If mean absolute deviation is a better measure than standard deviation, why has the latter become commonplace? (2:01:09) - Nassim's next book, and what he's up to at the moment.

Joseph Noel Walker

578,089 Aufrufe • vor 1 Jahr

Did Netanyahu know October 7th was coming? Why did he fund Hamas? Who are the settlers killing Palestinians in the West Bank? A journalist based in Israel answers the questions American media ignore. 0:00 The Truth Behind October 7th 8:44 When Did Planning For October 7th Start? 15:35 Why the Head of Hamas Wants Israel to Take Over Gaza 23:24 Did Israeli Intel Ignore Signals Leading up to October 7th? 30:51 Why Was the IDF Given a Stand-Down Order? 38:03 Will the Citizens of Gaza Be Relocated Anywhere? 45:42 Why Did Netanyahu Send U.S. Funds to Hamas Before October 7th? 52:47 Israel’s Actual Weakness 59:24 The Strange New World of West Bank Settlers 1:13:45 Are Israel’s Cabinet Ministers Powerful Figures? 1:17:19 Do Israelis Have a Sense of What the World Thinks of Israel? 1:21:49 What’s the Root of Antisemitism? 1:27:49 How Much Damage Has Been Done From the War? 1:34:07 How Has Israel Changed Since October 7th? 1:40:39 How Israelis View Trump, the GCC, and American Jews 1:46:35 The Landscape of the Middle East in Five Years
1:51:22

Did Netanyahu know October 7th was coming? Why did he fund Hamas? Who are the settlers killing Palestinians in the West Bank? A journalist based in Israel answers the questions American media ignore. 0:00 The Truth Behind October 7th 8:44 When Did Planning For October 7th Start? 15:35 Why the Head of Hamas Wants Israel to Take Over Gaza 23:24 Did Israeli Intel Ignore Signals Leading up to October 7th? 30:51 Why Was the IDF Given a Stand-Down Order? 38:03 Will the Citizens of Gaza Be Relocated Anywhere? 45:42 Why Did Netanyahu Send U.S. Funds to Hamas Before October 7th? 52:47 Israel’s Actual Weakness 59:24 The Strange New World of West Bank Settlers 1:13:45 Are Israel’s Cabinet Ministers Powerful Figures? 1:17:19 Do Israelis Have a Sense of What the World Thinks of Israel? 1:21:49 What’s the Root of Antisemitism? 1:27:49 How Much Damage Has Been Done From the War? 1:34:07 How Has Israel Changed Since October 7th? 1:40:39 How Israelis View Trump, the GCC, and American Jews 1:46:35 The Landscape of the Middle East in Five Years

Tucker Carlson

1,447,338 Aufrufe • vor 4 Monaten