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Shopify's Marvin Schwaibold, speaking with the show's hosts, argues designers now steer AI agents and prototype in code, while startup website reviews show how abundance without curation produces clutter.
Menlo Ventures' Matt Murphy explains why a pre-revenue $4 billion bet on Anthropic defied venture fund math, and whether that rule-bending logic still holds as AI growth accelerates.
Vista executive David argues AI turns software from a workflow tool into a digital worker, and that incumbents holding trusted data will beat frontier labs, though efficiency gains remain unproven.
June, founder of Simile, argues that simulating individuals can replace costly research, but the claim rests on separating what people say from what optionality leads them to do.
Palantir CEO Alex Karp argues AI's value comes from embedding models in institutions without surrendering IP, while warning that wealth politics and a narrow lead over China put Western advantage at risk.
Joel Morrow of Mallard Bay, a software platform for outdoor outfitters, argues AI can expand a niche market's value, while investors split on whether niche markets deserve capital.
Returning Workday CEO Aneel Bhusri argues payroll-grade determinism shields his software from AI disruption, while conceding his own agents will replace junior auditors and some lawyers.