A deep dive into AI investments, Microsoft’s battle with OpenAI, CoreWeave’s rapid rise, and the latest in AI models, plus some industry hot takes and plenty of laughs.
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Show hosts Joe (Eng VP) and Jordan (M&A Deal Lead) worked at various companies from Google, Apple, Facebook, Microsoft, Salesforce, Slack, Carta, Splunk, Wealthfront, Adobe, and more.
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00:00 – Introduction and welcome to the podcast
01:06 – Growing podcast support and community shoutouts
02:22 – Reacting to a viral AI video
03:51 – CoreWeave’s rise and upcoming IPO
05:15 – The CEO of Anthropic and AI industry rankings
07:32 – How much AI investment is actually happening?
08:51 – Comparing the AI boom to the dot-com bubble
10:43 – Amazon, Nvidia, and missed investment opportunities
11:55 – The reality of AI expectations vs. reality
12:26 – AI’s impact on engineering and job security
13:50 – Five-year AI predictions – realistic or too ambitious?
16:02 – Engineers refusing to use AI tools – are they falling behind?
17:32 – The evolution from autocomplete to “vibe coding”
20:36 – Microsoft’s AI ambitions and struggles
23:14 – CoreWeave’s IPO controversy – founders cashing out early
26:25 – Nvidia’s deep involvement in CoreWeave’s success
29:04 – Corporate VC, conflicts of interest, and strategic investments
33:34 – OpenAI signs a $12 billion deal with CoreWeave
35:51 – Microsoft’s tensions with OpenAI and their backup plans
38:23 – The challenge of developing foundation models in-house
42:02 – Microsoft’s AI unit under Mustafa Suleyman – struggling to deliver
45:49 – Apple’s AI delays and their lack of a real AI strategy
47:36 – Asana’s massive stock drop – why it was doomed from the start
51:12 – The end of standalone productivity apps in the enterprise space
53:57 – The rise and fall of Asana – a case study in overvaluation
54:47 – Google’s new AI model, Gemma 3 – what’s new and why it matters
56:44 – Advances in AI efficiency and smaller training requirements
59:34 – The future of AI development – transparency vs. secrecy
1:00:29 – AI spotting errors in research papers – the next big thing?
1:00:55 – Closing thoughts and community support shoutouts
⏰ Time Codes:
