Topic

Enterprise Software

Artwork for 20VC: NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN
20VC

20VC: NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN

This episode focuses on the AI stack’s accelerating power-law dynamics: Nvidia’s demand and supply constraints, OpenAI’s conflict with Cursor, and the emerging security risks from autonomous agents. The second half zooms out to how AI is reshaping software products, with Instinct, Cognition, Salesforce, Clay, and Linear all used as examples of an agent-native market reset.

Artwork for Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]
Invest Like the Best

Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]

Ben Thompson argues the AI boom is as much a capital, power, and supply-chain story as a model-quality story. He is bullish on AI’s economic impact but warns that U.S.-China rivalry, hidden financing risk, and long infrastructure lead times could create a brutal shakeout before monetization catches up.

Artwork for The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70
The Real Eisman Playbook

The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70

Steve Eisman hosts a debate on whether AI is still early-stage infrastructure spending or already heading into a valuation and ROI reckoning. Gil Luria and Dan Ives argue over winners and losers across chips, hyperscalers, software, and data centers, with Oracle, Google, Apple, Palantir, and Salesforce at the center.

Artwork for Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
All-In

Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?

Mark Cuban argues the AI boom is not a classic dot-com-style consumer bubble, but it could still wipe out overextended VCs, PE, and infrastructure investors. He says enterprise AI is far harder than expected, current models still fail at basic workflows, and the next big shift will likely come from world models, video, and AI-first teams rather than full job replacement.

Artwork for Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
All-In

Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding

Pat Gelsinger makes the case that Intel’s decline came from losing technical leadership, underinvesting in fabs, and ceding the foundry model to TSMC and the software stack to Nvidia. Anton Osika argues Lovable is turning vibe coding into a scalable platform for both builders and businesses, with massive usage, multi-model routing, and a push toward AI that can help operate companies, not just generate apps.

Artwork for Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]
Invest Like the Best

Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]

Alex Sacerdote argues that AI is creating a new technology stack, with Anthropic emerging as his highest-conviction private investment because leading models, enterprise distribution, and coding use cases are starting to compound. He also lays out Whale Rock’s broader S-curve framework for investing in tech, then applies it to AI infrastructure, software disruption, and how his firm uses AI in research.