Chapter 222 - The Moat Priority Revisited
Moats Before (Gross) Margins: Revisitedhttps://www.a16z.news/p/moats-before-gross-margins-revisited
28 Nov 202517min
Chapter 221 - AI on a Leash Controlling long-running agents.
Effective Harnesses for Long-Running Agentshttps://www.anthropic.com/engineering/effective-harnesses-for-long-running-agents
28 Nov 202515min
Episode 220 - Intel's Layoffs vs. Acquisitions, AI21's Rise, and Microsoft's Big Split
Intel is making mixed moves in Israel, laying off hundreds of employees while also acquiring cloud optimization startup Granulate for $650 million. Its venture arm, Intel Capital, also led a $30 milli...
26 Nov 202524min
Episode 219 - AI's ROI | Estimating AI productivity gains
Estimating AI productivity gainshttps://www.anthropic.com/research/estimating-productivity-gains?utm_source=alphasignal&utm_campaign=2025-11-26&lid=Ci5OpFSefzoYskOn
26 Nov 202529min
Chapter 218 - Sutskever: The Age of Research
Ilya Sutskever - We're moving from the age of scaling to the age of researchhttps://www.youtube.com/watch?v=aR20FWCCjAs
26 Nov 202537min
Episode 217 - ChatGPT Shopping, Gemini's AI Watermarks, Whale Drones, and Israel's Tech Boom
The Arc browser is integrating features from OpenAI and ChatGPT, and a guide is available for using ChatGPT for shopping research. Google's SynthID tool can now watermark and identify AI-generated ima...
25 Nov 202526min
Episode 216 - Samsung's Deal, Microsoft's AI Warning, Intel's 4-Day Week & Israeli Tech Growth
Samsung is in talks to acquire Israeli autotech company Autotalks for $200 million and has also unveiled its Galaxy S23 series, closing the gap between its standard and Ultra models. Meanwhile, critic...
20 Nov 202528min
Episode 215 - The AI Code Shift with Martin Fowler
How AI will change software engineering - with Martin Fowlerhttps://youtu.be/CQmI4XKTa0U
20 Nov 202531min
