Sridhar Ramaswamy says AI has cut Snowflake data pipeline setup from weeks to days and migrations from about three years to a couple of quarters.
Matthew Prince says agent traffic passed human traffic on Cloudflare in the first half of 2026, earlier than he forecast.
Anthropic's Fable five refuses biology, cybersecurity and frontier LLM requests, and Ben Thompson calls that true alignment where safety and business value line up.
SpaceX IPO Four Times Oversubscribed as Warren Urges Halt
Funding and deals
SpaceX. Bloomberg reports its IPO is four times oversubscribed with a free float near 4 percent. Senator Elizabeth Warren wants the SEC to halt it.
Poetic. Automates complex business processes at over 99 percent accuracy and raised $50m from Founders Fund, Kleiner Perkins, First Harmonic and Genius Ventures.
Cloudflare. The internet infrastructure company bought Void Zero, the company behind Vite, which has about 130m weekly downloads.
Guest interviews
Matthew Prince, CEO of Cloudflare. He expects bot traffic to reach a thousand times human traffic within five years, after bots sat near 20 percent for years. Cloudflare spans over 300 cities and works with the NBA, NFL, MLB and Premier League to take down pirate streams. It has so many interns that it ran out of office space in Austin.
Sridhar Ramaswamy, CEO of Snowflake. Agentic AI cuts data pipeline setup from weeks to days and large migrations from about three years to one or two quarters. Account executives won 75 percent more new use cases. He expects the cost of creating software to keep falling.
Bret Taylor, co-founder of Sierra and chairman of OpenAI. Sierra has passed $200m in annual recurring revenue and earned FedRAMP High certification. It works with FINRA and is paid only when it resolves a call or makes a sale. He expects AI agents to be the norm within three or four years.
Vinod Khosla, founder of Khosla Ventures. He argues hallucination will not go away soon and pitches auto formalization as the fix, citing Pramaana Labs and tax law.
Ranjan Rajagopalan, founder of Pramaana Labs. Pramaana is converting the US tax code into Lean, a proving language, to give verifiable answers in tax, legal and health care.
Farza Majeed, founder of Clicky. Clicky, an AI assistant that talks to the user's computer, charges $20 a month with a limit of 150 agents. It routes across about four models using GPT real time and now defaults to Fable 5 for screen understanding.
Trent Simonian, co-founder of Sidetalk. The New York street show says it created the Bing Bong trend and has made branded content for the NFL, Netflix, Nike, Google and Amazon.
News
Anthropic's Fable 5 refusals spark an AI safety row. Launched June 9, it refuses requests in sensitive areas such as biology and cybersecurity. John Coogan says each refusal invites a Mythos enterprise plan upsell, and Dean Ball says it weakens the antitrust case for lab cooperation.
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On this episode 11
Show 1
Hosts expect The Social Reckoning to hurt Zuckerberg more than Meta. The Facebook film dramatises Frances Haugen's leak. Meta is worth about $1.5tn, and the hosts expect advertisers to stay, though Mark Zuckerberg's standing in AI debates may suffer.
Canva turns ChatGPT images into editable designs. Canva announced users can convert ChatGPT images into fully editable Canva designs with magic layers.