Episodes List

Looking for friction

Looking for friction

20 Sep, 2026
AI deployment

AI deployment

17 Aug, 2026
Most people and companies aren't tool-builders

Most people and companies aren't tool-builders

24 Jul, 2026
Token pricing

Token pricing

15 Jul, 2026
The spring updates on AI

The spring updates on AI

05 Jun, 2026
What jobs are AI jobs?

What jobs are AI jobs?

16 Apr, 2026
The end of the network effect

The end of the network effect

28 Feb, 2026
AI and SaaS

AI and SaaS

23 Feb, 2026
How does OpenAI compete?

How does OpenAI compete?

20 Dec, 2025
The AI presentation

The AI presentation

16 Nov, 2025
A double episode: AI differentiation, and Apple does F1

A double episode: AI differentiation, and Apple does F1

21 Aug, 2025
Looking for AI strategies

Looking for AI strategies

05 Apr, 2025
Ai eats the world

Ai eats the world

08 Dec, 2024
From SAAS software to Formula 1

From SAAS software to Formula 1

11 Oct, 2024
Google's Antitrust case

Google's Antitrust case

19 Aug, 2024
The AI summer

The AI summer

01 Jul, 2024
Looking for AI use-cases

Looking for AI use-cases

01 Apr, 2024
Tiktok, Apple and Temu

Tiktok, Apple and Temu

13 Mar, 2024
Google Gemini and AI bias

Google Gemini and AI bias

03 Mar, 2024
Breaking and remaking media

Breaking and remaking media

16 Feb, 2024
Apple's Vision Pro

Apple's Vision Pro

08 Feb, 2024
What's your AI strategy?

What's your AI strategy?

29 Jan, 2024
AI and Everything Else

AI and Everything Else

17 Dec, 2023
LLMs, links, and the death of links

LLMs, links, and the death of links

29 Oct, 2023
Bundling/Unbundling AI

Bundling/Unbundling AI

22 Oct, 2023
The magic customer

The magic customer

15 Oct, 2023
Unbundling ChatGPT

Unbundling ChatGPT

17 Aug, 2023
Threads

Threads

21 Jul, 2023
Vision Pro, two weeks on

Vision Pro, two weeks on

18 Jun, 2023
Apple Vision

Apple Vision

05 Jun, 2023