Feb 19, 2026

From SaaS to AI-First: How Companies Are Reshaping Innovation

Hosts Sarah and Elad discuss the "SaaS-apocalypse," arguing that while AI is fundamentally changing software, the death of SaaS is overstated in the short term. They explore the unprecedented speed of revenue growth and collapsing token costs in the AI era, the new challenges in engineering management like "coding slop," and the strategic imperatives for founders to build durable, multi-product companies in a rapidly changing landscape.

Jan 20, 2026

What a $42B Software Co. Really Spends on AI Tools | Mike Cannon-Brookes

Atlassian Co-Founder & CEO Mike Cannon-Brookes shares insights from a massive internal study of over 10,000 engineers using AI coding tools. He discusses the true measures of developer productivity, the future of developer roles, and why human-AI collaboration, powered by organizational context, is the key to the future.

Nov 14, 2025

AI Is Eating Logistics

Ryan Petersen, founder and CEO of Flexport, explains how AI and Machine Learning are being implemented to revolutionize the multi-trillion-dollar logistics industry. He details specific applications, from ML models that optimize container routing to LLM agents that automate communication, and discusses the cultural and strategic shifts required for a large company to embrace AI-driven, bottom-up innovation.

Nov 12, 2025

Rocket Companies CEO: Here’s How to Fix the Housing Crisis

Alex Rampell (a16z) and Varun Krishna (Rocket CEO) discuss the housing affordability crisis, driven by asset inflation and supply constraints. They explore how Rocket Mortgage is evolving into a homeownership company by vertically integrating the entire housing funnel through strategic acquisitions like Redfin, aiming to turn a once-in-a-lifetime transaction into an everyday relationship.

Oct 03, 2025

The 7 Most Powerful Moats For AI Startups

In the AI startup landscape, the traditional concept of a business "moat" is more critical than ever. This summary explores Hamilton Helmer’s Seven Powers framework, adapting its timeless business strategies for today's AI companies and emphasizing that while speed is the initial moat, long-term defensibility is built through strategic advantages in process, data, and business models.

Sep 23, 2025

Why Businesses Are Rejecting the AI They’ve Asked For ft Agency CEO Elias Torres

Elias Torres, co-founder of Drift and Agency, discusses the prevalent expectation mismatch in AI adoption, where businesses demand AI but reject it due to "imperfection anxiety." Drawing from his experiences scaling HubSpot and Drift, he explains why human-led customer experience is fundamentally unscalable and details how his new venture, Agency, is building autonomous, AI-first solutions to solve deep, back-end customer challenges. His goal is to "deprogram the entire business world" from inefficient, human-dependent processes.