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Today’s Essential Episodes:
Instinct Founder Noah Shinn on a Personal Agent Growing 10% a Day, Compute Doubling and the Trusted Network (TMTB: Lots of good tidbits in this one)
Invest Like the Best with Patrick O’Shaughnessy, and Noah Shinn, founder of InstinctNVIDIA CEO Jensen Huang on the Open Agent Safety Platform, the Share Buyback and Regulating AI After the Industry Innovates
CNBC’s Squawk Box with Becky Quick and Andrew Ross Sorkin, and Jensen Huang, founder and CEO of NVIDIA (the Huang interview, via the Squawk Pod feed)Atlassian CEO Mike Cannon-Brookes on Why the SaaSpocalypse Is Wrong, MCP Users Expanding Atlassian Spend Twice as Fast and Reshaping Atlassian Around AI
Decoder with Nilay Patel, and Mike Cannon-Brookes, co-founder and CEO of AtlassianCloudflare CEO Matthew Prince on Bots Overtaking Human Traffic, Pay-Per-Crawl via HTTP 402 and the Google Crawler Deadline
Decoder with Nilay Patel, and Matthew Prince, CEO of CloudflareCisco Head of IR Sam Badri on Growth Accelerating From 5% to 18%, Silicon One and the Hyperscalers, and Why 90% of AI Users Are Still Just Prompting
The Real Eisman Playbook with Steve Eisman, and Sam Badri, head of investor relations at CiscoGoogle DeepMind’s Koray Kavukcuoglu on Recursive Self-Improvement, Plus Anthropic’s Founders Seeking Voting Control, the SAFA Safety Body and DeepSeek at $1B ARR
The Information’s TITV with Akash Pasricha, and Koray Kavukcuoglu, chief architect at Google DeepMind (in conversation with Jessica Lessin), plus The Information’s reporters
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