Episode 456: Second Guessing

This week, we dig into Atlassian buying The Browser Company, whether Pay Per Crawl makes sense, and Oracle’s cloud jackpot. Plus, a quick lesson in Aussie slang. Watch the YouTube Live Recording of E...

12 Sep 20251h 6min

This week, we discuss the effectiveness of reorgs, Meta’s new AI team, and the Google antitrust ruling. Plus, some strong thoughts on cold brew and bathtubs. Watch the YouTube Live Recording of Episo...

5 Sep 20251h

This week, we discuss AI disillusionment, the good and bad of AI use cases, and VMware news. Plus, we compare tech mergers to Taylor Swift’s engagement. Watch the YouTube Live Recording of Episode 53...

29 Aug 202551min

This week, we discuss the US backing Intel, SaaS staying power, and AI’s impact on deep work. Plus, Matt Ray’s moving tips and more kolache talk in the after show. Watch the YouTube Live Recording of...

22 Aug 20251h 22min

This week, we discuss GPT 5.0, the emerging AI ecosystem, and why TAM is basically a bedtime story for investors. Plus, Coté serves up a masterclass on kolaches. Watch the YouTube Live Recording of E...

15 Aug 20251h 6min

This week, we discuss cloud earnings, what’s driving valuations, and why AWS says it’s still early innings for cloud. Plus, Coté does a deep dive on Shipley Donuts. Watch the YouTube Live Recording o...

8 Aug 20251h 6min

This week, we discuss the AI hype cycle, Astronomer’s viral moment, and yet another YAML flavor — KYAML. Plus, private equity is coming for your donuts. Watch the YouTube Live Recording of Episode 53...

1 Aug 202559min

This week, we cover AI going rogue, Cloudflare declaring independence, and the secure container craze. Plus, Matt bravely judges 9 new emoji. Watch the YouTube Live Recording of Episode 530 Runner-u...

25 Jul 202547min