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
AI Watermarking: Compliance Theater or Real Provenance Tool
SUMMARY: Brian, Brandon, and Aaron focus on AI watermarking, driven largely by EU transparency requirements, and discuss how approaches like token-selection patterns can be detected but were reportedl...
30 Aug 17min
Your AI Project Doesn't Need More Agents
SUMMARY: Brandon speaks with Rich Ziade, co-founder and CEO of Aboard, about why enterprise AI projects fail without real discovery, why "agents" have been oversold as a headcount play, and why organi...
26 Aug 38min
NVIDIA's Pivot from Chipmaker to Financier
SUMMARY: Brian, Brandon, and Aaron discuss news about Nvidia’s reported $105B backing of OpenAI’s Ohio data center and what it implies for GPUs as an “asset class” and enterprise AI. Brian argues Jens...
23 Aug 23min
Own Your AI Weights or Rent Them?
SUMMARY: Brandon and Aaron discuss the pros and cons of owning or renting your model weights. What does that mean for the Enterprise, and what should you be considering? SHOW: 1055 SHOW TRANSCRIPT: Th...
19 Aug 16min
Will OSS Models Take Over?
SUMMARY: This episode is the second part and explores the flip side of OSS models. Last episode, we discussed the potential decline; this episode, we’ll talk about the potential positive future of OSS...
16 Aug 17min
