<p>We review the potential Anthropic IPO, in the context of revenue trajectory, expense trajectory and planned commitments, past and future funding rounds, future expanse commitments to large datacent

<p>Brian reviews the the potential OpenAI IPO, in the context of revenue trajectory, expense trajectory and planned commitments, past and future funding rounds, future expanse commitments to large dat

<p>Aaron interviews Ivan Lee, founder and CEO of Datasaur, about what it takes to build private, secure AI for regulated enterprises. Lee traces the shift away from third-party model reliance to compl

<p>Aaron and Brandon cover what the week&apos;s news means for enterprise buyers. They question whether Oracle&apos;s reported $664 billion backlog is durable demand or overlapping commitments, and Br

<p>Aaron interviews <a href='https://aitfund.ai/'>Diego Oppenheimer</a>, general partner at the AIT Fund (the venture fund behind the AI Tinkerers builder community), about what it takes to move AI ag

<p>Brian and Aaron interview <a href='https://www.linkedin.com/in/gavrielco/'>Gavriel Cohen</a>, co-founder and CEO of Nanoco and creator of the open-source agent framework NanoClaw, about securing AI

<p>Brian, Brandon, and Aaron discuss enterprise AI adoption using the sales analogy of whether AI is a “vitamin” or a “painkiller,” arguing that successful transformation still requires a burning-plat

<p>Brian and Aaron interview <a href='https://www.linkedin.com/in/gavrielco/'>Gavriel Cohen</a>, co-founder and CEO of Nanoco and creator of the open-source agent framework NanoClaw, about securing AI

<p>Aaron interviews <a href='https://www.linkedin.com/in/aronchick/'>David Aronchick</a>, CEO @ Expanso (former PM lead for Kubernetes, Kubeflow co-founder, and open-source ML leader at Azure) about h

<p>Brian, Brandon, and Aaron discuss enterprise AI adoption using the sales analogy of whether AI is a “vitamin” or a “painkiller,” arguing that successful transformation still requires a burning-plat

<p>Aaron, Brian, and Brandon cover major stories including NVIDIA’s record quarter and continued growth forecasts, alongside concerns about declining free cash flow and customer financing. They discus

<p>SUMMARY: Brian, Brandon, and Aaron focus on AI watermarking, driven largely by EU transparency requirements, and discuss how approaches like token-selection patterns can be detected but were report

<p>SUMMARY: Brandon speaks with Rich Ziade, co-founder and CEO of Aboard, about why enterprise AI projects fail without real discovery, why "agents" have been oversold as a headcount play, and why org

<p>SUMMARY: Brandon speaks with Rich Ziade, co-founder and CEO of Aboard, about why enterprise AI projects fail without real discovery, why "agents" have been oversold as a headcount play, and why org

<p>SUMMARY: Brian, Brandon, and Aaron discuss news about Nvidia’s reported $105B backing of OpenAI’s Ohio data center and what it implies for GPUs as an “asset class” and enterprise AI. Brian argues J

<p>SUMMARY: Brandon and Aaron discuss the pros and cons of owning or renting your model weights. What does that mean for the Enterprise, and what should you be considering?</p><p>SHOW: 1055</p><p>SHOW

<p>SUMMARY: In this episode, Aaron and Brandon explore the potential decline of open-source models in AI, discussing market trends, financial challenges, and the future of OSS in the AI landscape.</p>

<p>SUMMARY: This episode is the second part and explores the flip side of OSS models. Last episode, we discussed the potential decline; this episode, we’ll talk about the potential positive future of

<p>SUMMARY: In this episode, Aaron and Brandon explore the potential decline of open-source models in AI, discussing market trends, financial challenges, and the future of OSS in the AI landscape.</p>

<p>SUMMARY: In this episode, Aaron and Brendan tackle the provocative critiques of AI by Ed Zitron, a vocal opponent in the tech industry. They delve into the bear case against AI, exploring both the

<p>SUMMARY: We continue our Models and Money series. In this episode, Brian and Aaron explore the current state and future of AI models, focusing on model size, model harnessing, and intelligent model

<p>SUMMARY: We continue our Models and Money series. In this episode, Brian and Aaron explore the current state and future of AI models, focusing on model size, model harnessing, and intelligent model

<p>SUMMARY:  Brian Gracely (@bgracely), Aaron Delp (@aarondelp) and Brandon Whichard (@bwhicard) discuss the biggest AI news stories from the month of July 2026. </p><p>SHOW: 1050</p><p>SHOW TRANSCRIP

<p>SUMMARY:  Brian Gracely (@bgracely), Aaron Delp (@aarondelp) and Brandon Whichard (@bwhicard) discuss the biggest AI news stories from the month of July 2026. </p><p>SHOW: 1050</p><p>SHOW TRANSCRIP

<p>SUMMARY: Brian speaks with <a href='https://www.linkedin.com/in/dvellante/'>Dave Vellante</a>, Co-Founder/CEO theCUBE, about how AI is changing the entire tech stack, the evolution of systems of in

<p>SUMMARY: Brian and Aaron explore the current state and future of AI models, focusing on model size, model harnessing, and intelligent model routing. They discuss whether bigger models are always be

<p>SUMMARY: In this episode, Brian Gracely interviews Melissa Rosenthal from Outlever about the intersection of AI, brand, and marketing. They explore how AI impacts trust, brand consistency, and oper

<p>SUMMARY: Steven Walchek, Founder and CEO at Liminal, discusses secure AI enablement for regulated industries and why most enterprises are stuck in perpetual AI pilots. We explore the "agentic cliff

<p>SUMMARY: On today’s "Models and Markets" - we explore about the FinOps experience from Cloud is having to adapt to the changing demands of Enterprise AI. </p><p>SHOW: 1045</p><p>SHOW TRANSCRIPT: <a

<p>SUMMARY: Something new - "Models and Markets" - Aaron and Brian explore how recent news and macro trends are causing more companies to explore whether they should Buy, Build or Rent their AI future

<p>SUMMARY: While we spend a lot of time discussing AI models, we don’t always spend enough time on the challenges of managing the unstructured data used to train, tune, and enable those models. </p><

<p>SUMMARY: Are CEO&apos;s frustrated with the lack of control, costs and sovereignty of their AI environments? </p><p>SHOW: 1042</p><p>SHOW TRANSCRIPT: <a href='https://docs.google.com/document/d/1pn

SUMMARY: Brian Gracely (@bgracely) and Aron Delp (@aarondelp) discuss the biggest AI news stories from the month of June, 2026. SHOW: 1041SHOW TRANSCRIPT: The Enterprise AI Show #1041 TranscriptSHOW V

SUMMARY: As AI within the Enterprise matures, we look at 10 concerns and challenges that are still causing Chief AI Officers to worry about success in the future. SHOW: 1040SHOW TRANSCRIPT: The Enterp

SUMMARY: What does a Forward-Deployed Engineer actually do? And what about deploying AI Harness? Let’s dig into the real-world with these evolving AI concepts and technologies. SHOW: 1039SHOW TRANSCRI

SUMMARY: On Father&apos;s Day, how would you explain some of the volatility of the AI market to your father? What advice might he give you to navigate the ups and downs and uncertainties?SHOW: 1038SHO

SUMMARY: As tools like Mythos create new AI-cybersecurity concerns, CIOs and CISOs need to be prepared for two challenges: Security Remediation and Patch to Production. SHOW: 1037SHOW TRANSCRIPT: The

SUMMARY: How can CIOs balance innovation and control as they roll our AI capabilities across their organization. How can they balance onboarding, experience, security and flexibility? SHOW: 1036SHOW T

SUMMARY: If the cost of public AI continues to rise, because of various market shortages, should CIOs start looking at backup plans to better own their AI journeys and futures?SHOW: 1035SHOW TRANSCRIP

SUMMARY: When we get to the end of 2026, how will enterprise companies be measuring the success of their AI projects? And how well will their teams be sharing their AI learning curves?SHOW: 1034SHOW T

SUMMARY: When we get to the end of 2026, how will enterprise companies be measuring the success of their AI projects? And how well will their teams be sharing their AI learning curves?SHOW: 1034SHOW T

SUMMARY: After the first successful AI IPO of 2026, we dig into what makes the Cerebras WSE architecture unique in the market for fast inference. GUEST: Andy Hock, Chief Strategy Officer at Cerebras A

SUMMARY: Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, Software Defined Talk and Failover Media) discuss the biggest AI news stories from the month of May, 2026. SHOW: 1031SHOW TRANSCRIP

SUMMARY: Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, Software Defined Talk and Failover Media) discuss the biggest AI news stories from the month of May, 2026. SHOW: 1031SHOW TRANSCRIP

SUMMARY: The biggest enterprise AI question may no longer beWhich model is smartest? Instead, which organization can most effectively operationalize, govern, and economically scale AI agents across th

<p>SUMMARY: Draft guru Brandon Whichard (Software Defined Talk) joins us for the inaugural AI Draft, where we predict the next year of AI winners, losers, trends, and headlines. </p><p>GUEST: Brandon

<p>SUMMARY:  Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard, Software Defined Talk and Failover Media) discuss the biggest AI news stories from the month of April, 2026. </p><p>SHOW: 1025<

SUMMARY: As AI Agents are being brought into complex, regulated workflows, we explore the importance of accountability and accuracy, and how platforms and harnesses accomplish that goal. Can the CFO r

SUMMARY: As AI agents become embedded in everyday work, Microsoft 365 governance is no longer a back-office compliance exercise. it’s the “traction control” that lets enterprises innovate faster witho