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פרקים אחרים בפודקאסט הזה

Aaron interviews Ivan Lee, founder and CEO of Datasaur, about what it takes to build private, secure AI for regulated enterprises. Lee traces the shift away from third-party model reliance to compliance pressure, IP protection, and cost, and frames the core decision as buy versus rent: enterprises‮…

The OpenAI IPO?

Brian reviews the the potential OpenAI IPO, in the context of revenue trajectory, expense trajectory and planned commitments, past and future funding rounds, future expanse commitments to large datacenter projects, and the strengths and weaknesses of the business in the current and potentially fut‮…
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 d‮…

The Anthropic IPO?

We review the potential Anthropic IPO, in the context of revenue trajectory, expense trajectory and planned commitments, past and future funding rounds, future expanse commitments to large datacenter projects, and the strengths and weaknesses of the business in the current and potentially future p‮…
Brian(@bgracely) and Brandon(@bwhicard) discuss the biggest AI news stories from the second half of September 2026. Oracle sent a force majeure notice on a major data center build, which Brandon reads as an early signal worth tracking. If other companies follow, it would point to stress in AI infr‮…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-Massive Studios, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.