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 datace...
27 Sep 28min
AI News for Mid-September 2026
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 ...
21 Sep 42min
Building AI Agents That Support Enterprise Teams
Aaron interviews Diego Oppenheimer, general partner at the AIT Fund (the venture fund behind the AI Tinkerers builder community), about what it takes to move AI agents from personal experimentation in...
16 Sep 39min
Securing AI Agents in the Enterprise: NanoClaw, Zero Trust Guardrails, and Governance at Scale
Brian and Aaron interview Gavriel Cohen, co-founder and CEO of Nanoco and creator of the open-source agent framework NanoClaw, about securing AI agents in enterprise environments. Cohen shares how he ...
13 Sep 45min
How Open-Source is Reshaping the AI Infrastructure Stack
Aaron interviews David Aronchick, CEO @ Expanso (former PM lead for Kubernetes, Kubeflow co-founder, and open-source ML leader at Azure) about how open source is reshaping the AI infrastructure stack....
9 Sep 42min
Vitamins vs. Pain Killers vs. Whippets - The Enterprise AI Adoption Problem
Brian, Brandon, and Aaron discuss enterprise AI adoption using the sales analogy of whether AI is a “vitamin” or a “painkiller,” arguing that successful transformation still requires a burning-platfor...
6 Sep 22min
AI News of the Month - August 2026
Aaron, Brian, and Brandon cover major stories including NVIDIA’s record quarter and continued growth forecasts, alongside concerns about declining free cash flow and customer financing. They discuss N...
2 Sep 38min
