What we listen to
Jul 21, 2026
Ray Reich (Benchmarket founder) and Peter Buchanan (New Plan founder) discuss the critical gap between AI token price deflation and exploding enterprise AI spending. They analyze three cautionary tales—Uber's $500M monthly Claude bill, Microsoft's license revocation, and an unnamed $500M single-month cloud bill—to illustrate governance failures. The episode examines where AI budgets will come from (primarily labor reallocation via attrition), the metrics CFOs must track, and why companies that measure AI ROI now will gain competitive advantage.
Jul 21, 2026
Travis Haley, Global Strategy and Transformation Lead at Salesforce and founder of Neurological Nomad, discusses how neuroscience explains resistance to change in organizations. He outlines six neurological barriers to change—routine, learning, exclusion, ambiguity, anxiety, and loss—and explains how leaders can reframe resistance as protective rather than oppositional. The conversation emphasizes practical applications for HR leaders managing AI adoption and workforce transformation.
Jul 20, 2026
Larry Dietz, General Counsel at TL Global, discusses three major legal developments affecting cybersecurity leaders: Congress's failure to renew Section 702 FISA surveillance authority, the Supreme Court's Chatree v. United States ruling on geofence warrants and Fourth Amendment privacy rights, and the Department of Defense's suspension of CMMC Level 2 certification requirements. The episode examines how these developments from different branches of government reshape legal obligations for CISOs regarding data access, privacy protections, and compliance.
Jul 20, 2026
Clement Delangue, co-founder and CEO of Hugging Face, discusses open source AI's role in competition and safety alongside hosts Theo Jaffe and Sofia Puccini. Topics include U.S. government restrictions on frontier models like GPT-5, why open source AI is inherently safer than proprietary alternatives, Hugging Face reaching $100M ARR, model routing and specialization, and Europe's potential to build a competitive frontier AI lab. Delangue argues that distributed open source models pose less risk than concentrated proprietary systems and that the AI industry is maturing beyond reliance on single dominant models.
Jul 20, 2026
Seth Rowan, Director of Business Development at Harmac Medical Products, discusses the company's role as a single-use medical device manufacturer specializing in fluidics and polymer-based products. The conversation centers on AI's transformative impact on medical device manufacturing, the challenge of breaking down data silos across supply chains, and the accelerating pace of technological change requiring continuous adaptation in the industry.
Jul 20, 2026
Aman Narang, co-founder and CEO of Toast, discusses how a frustrating wait for a dinner check at a Boston restaurant inspired him and his co-founders Steve Fredet and John Grimm to build a mobile payment app—which ultimately pivoted into a comprehensive cloud-based point-of-sale platform for restaurants. Starting from a failed consumer app in 2012, Toast evolved into a purpose-built system replacing legacy restaurant technology, growing to support nearly one in five U.S. restaurants and generating over $2 billion in annual revenue. Narang recounts the company's early struggles to gain traction, the decision to replace the entire restaurant operating system rather than just payment processing, surviving COVID-19 through rapid pivots to off-premises solutions, going public in 2021, and returning as CEO in 2024 to lead the next phase of growth.
Jul 20, 2026
Kate Vitasek, author of the Vested series and researcher on buyer-supplier relationships, discusses her latest book 'The Vested Way: 5 Rules for Achieving the Impossible.' She explores how the five vested rules—focusing on outcomes over transactions, clarifying workload allocation, defining measurable outcomes, balancing economics fairly, and maintaining governance—apply beyond large enterprise deals to small businesses, communities, and personal relationships. The conversation covers why partnerships fail (lack of trust, misaligned efforts, poor governance), the role of cultural fit in supplier selection, and how AI should enhance rather than replace relationship-focused work.
Run the Numbers (CJ Gustafson)
Jul 20, 2026
Dave McClure and Aman Verjee, co-founders of Practical VC and former PayPal executives, discuss their evolution from early-stage angel investing through 500 Startups to secondary venture investing. They explore the history of accelerators, the power of writing and speaking for building credibility, and their transition from seed-stage volume investing to later-stage secondary fund acquisitions and buyouts.
Jul 20, 2026
Nick Malawski, General Manager of Autonomous Solutions at Big Joe, discusses the company's new autonomous product line unveiled at Automate, consisting of four solutions: the AP 44 fully autonomous pallet truck, the ATC 100 tugger, the ASC 40 stacker, and the ACV 40 counterbalance forklift. Drawing from 20 years of experience as a buyer and operator of material handling equipment, Malawski explains Big Joe's philosophy of 'approachable automation'—infrastructure-light solutions deployable in brownfield warehouses without complex integrations. The conversation covers the evolution from the semi-autonomous BPM 44 to the new fully autonomous offerings, and how customers can adopt automation incrementally using the dual-mode hybrid equipment.