Best Xai How Are You Podcasts (2024)

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217. To Work, or not to Work? 25:37

3d ago25:37

25:37

We've got grain on the brain! In honor of counting the omer, Xava brought a text about grain, strain, pain and...Torah. Let's see if the sages can find a healthy work/life balance. Sign up for Shel Maala at Sadeh in England here: bit.ly/shelmaalasadehTo ask us questions, text or leaves us a voicemail at the Talmud Hotline at 401-484-1619 or email u…

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E130: Revolut $40b val, +75% from current 2ndary valuation; Cerebras AI chips IPO; no IPO for Stripe; $100b from SoftBank to AI companies; + X Payments, Starlink Mini, new Anthropic AI model, HeyGen $60m ... 11:45

2h ago11:45

11:45

Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post) Pre-IPO stock index fact sheet = www.agdillon.com/index Pre-IPO stock funds = www.agdillon.com/funds 00:06 | No IPOs for Stripe - Online payments company - Stripe co-founder, John Collison; Stripe will continue to do tenders in the future - Two tenders in the last two years, perhap…

1
E129: !!! Emerging Technology Week !!! Humanoid robots, How are you using AI?, Space mining 45:53

23h ago45:53

45:53

00:00 - Introduction 00:32 - Tesla's Optimus Robot and market projection 07:00 - Pre-IPO AI/robotics companies 14:36 - Personal and business applications of AI 19:01 - AI in legal and compliance 32:00 - Personal applications of AI 36:01 - Space mining and the future of the space economyBy AG Dillon & Co

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E128: OpenAI $3.4b ARR, Mistral’s new $6.2b valuation, Databricks revenue +60% vs 2023, Brex revenue +35% in 2023, Investment case for electricity?! 9:04

6d ago9:04

9:04

Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post) Pre-IPO stock index fact sheet = www.agdillon.com/index 00:07 | Mistral’s new $6.2b valuation - French AI large language model company - Raised $645m at $6.2b valuation - General Catalyst led; Nvidia, Salesforce, IBM participated - Capital to be used to expand globally - Tech is co…

1
E127: SHEIN to IPO at $64b, pre-IPOs future impact on public market indexes; OpenAI wins Apple Siri deal, +14% on news; Cohere $5b round, how many AI LLM platforms winners? 33:52

9d ago33:52

33:52

SHEIN to IPO at $64b, pre-IPOs future impact on public market indexes - Online fashion retailer, manufactures cloths in China - $64b IPO valuation - Net income = $2b 2023, $700m 2022, $1.1b 2021 ; Revenue = $45b 2023 ; 1.4x revenue multiple, very low! - Secondary market activity for Shein is very low, high volatility … $80m in bids, $85m in offers …

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145 - Data Product Success: Adopting a Customer-Centric Approach With Malcolm Hawker, Head of Data Management at Profisee 53:09

9d ago53:09

53:09

Wait, I’m talking to a head of data management at a tech company? Why!? Well, today I'm joined by Malcolm Hawker to get his perspective around data products and what he’s seeing out in the wild as Head of Data Management at Profisee. Why Malcolm? Malcolm was a former head of product in prior roles, and for several years, I’ve enjoyed Malcolm’s musi…

1
E126: OpenAI +14% on Apple Siri deal, Shein $64b IPO on LSE, SpaceX Starship successful 4th test flight, Databricks buys Tabular for $1b, Cohere new $5b valuation, Carta down to $2b valuation 11:53

13d ago11:53

11:53

Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post) Pre-IPO stock index fact sheet = www.agdillon.com/index 00:07 | Databricks buys Tabular - AI-focused data management company - Tabular = $1b acquisition, 40 employees, founded 2021 - Tabular to enhance Databricks AI capabilities - $1.6b in 2023 revenue, +50% vs 2022 - $42b secondar…

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216. Mourning and Ritual 21:57

15d ago21:57

21:57

A listener wrote in asking how we can mourn the lives lost in Gaza, if kaddish can be said for them, and how to grapple with the enormity of sadness in times like this. We do our very best to give at least a little bit of an answer. Sign up for Shel Maala at Sadeh in England here: bit.ly/shelmaalasadehTo ask us questions, text or leaves us a voicem…

1
E125: Dislocation in the pre-IPO stock secondary markets vs primary markets, AI M&A activity ramping up, AI "sub" asset classes emerging, AI application/implementation layer paramount for AI ecosystem ... 41:16

16d ago41:16

41:16

AI SHOPS SELLING -Inflection AI sold to Microsoft and Stability AI, Humane looking to sell -Inflection AI sold for $650m; investors get 10% to 50% return on investment -Stability AI last published round in Oct 2022 at $1.0b; $5m Q1 2024 revenue, -$30m Q1 2024 net income, $100m in outstanding payables to cloud computing providers -Humane looking for…

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E124: OpenAI used by 93% of Fortune 500, PwC to sell ChatGPT; Grafana Labs $6b valuation; Klarna $22m Q1 profit; Databricks $1.6b in 2023 revenue; Epic Games $800m in Fortnite in-game economy; xAI $24b ... 19:59

20d ago19:59

19:59

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144 - The Data Product Debate: Essential Tech or Excessive Effort? with Shashank Garg, CEO of Infocepts (Promoted Episode) 52:38

24d ago52:38

52:38

Welcome to another curated, Promoted Episode of Experiencing Data! In episode 144, Shashank Garg, Co-Founder and CEO of Infocepts, joins me to explore whether all this discussion of data products out on the web actually has substance and is worth the perceived extra effort. Do we always need to take a product approach for ML and analytics initiativ…

1
E123: Revolut seeks $33b valuation, +53% vs secondary mrkt levels; Scale AI new $13.8b valuation, +97% from last round; Anduril new $12.5b valuation, -5.3% vs secondary mrkt levels; Groq new $3b valuation ... 11:38

27d ago11:38

11:38

00:08 | Revolut new round - UK online bank - Launching new payment terminal in 2H 2024, expanding Europe availability for product - Raising $500m tender at $33b valuation - 40m customers, +144% from 2021 - $2.2b 2023 revenue, +100% vs 2022 - $21.6b secondary market valuation, - 35% from Jul 2021 round - 9.8x revenue multiple at $21.6b secondary val…

1
E122: $625m for Reka AI founders/employees in <2yrs, $20b IPO for Klarna!, OpenAI GPT-4o’s multi-modal AI changed the game 41:27

30d ago41:27

41:27

00:16 | OpenAI GPT-4o’s multi-modal AI changed the game - GPT-4o release last Monday; capable of handling text, speech, and video (multi-modal) - Best use cases; real-time translation, tutoring, Mac app - Mac app is game-changer, Google Workspace with AI is a game-changer - What will the world look like in 5 years after multi-modal AI? - $97b secon…

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215. Noahide and Seek 27:07

1M ago27:07

27:07

A listener has a question about Noahidism and we've got answers! Also, the Chabad factor, alternate universes and the REAL messianic Jews. Sign up for Xava's class here: https://bit.ly/thornsinthevineyard Sign up for Shel Maala at Sadeh in England here: bit.ly/shelmaalasadehTo ask us questions, text or leaves us a voicemail at the Talmud Hotline at…

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E121: Figma $12.5b valuation tender; $625m cash for Reka AI founders/employees; Klarna IPO rumored at +100% vs 2ndary mrkt; OpenAI impresses with GPT-4o; Reddit + OpenAI data deal; Anthropic hires new ... 13:08

1M ago13:08

13:08

Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post) Pre-IPO stock index fact sheet = www.agdillon.com/index 00:07 | OpenAI impresses with GPT-4o - Capable of handling text, speech, and video - Refreshed ChatGPT UI and a macOS desktop app - Verbal conversation improvement was the big surprise, in my opinion - Watch live demos here = …

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214. Wake Me Up Before You Gecko 23:31

1M ago23:31

23:31

We're talking about rashes, scorpions, the Leviathan, ancient Messianic political ambitions, campus protests and the power of the small. Sign up for Shel Maala at Sadeh in England here: https://bit.ly/shelmaalasadehTo ask us questions, text or leaves us a voicemail at the Talmud Hotline at 401-484-1619 or email us at xaihowareyou@gmail.com. Support…

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143 - The (5) Top Reasons AI/ML and Analytics SAAS Product Leaders Come to Me For UI/UX Design Help 50:01

1M ago50:01

50:01

Welcome back! In today's solo episode, I share the top five struggles that enterprise SAAS leaders have in the analytics/insight/decision support space that most frequently leads them to think they have a UI/UX design problem that has to be addressed. A lot of today's episode will talk about "slow creep," unaddressed design problems that gradually …

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E120: Wiz $12b valuation is a buy; Wayve $1b raise but not data play; Revolut $2b in 2023 revenue, $350m in net income 29:26

1M ago29:26

29:26

REVOLUT - https://www.revolut.com/en-US/ - online banking - 40 million customers, adding 1 million new customers a month - Available in 150 countries, #1 finance downloaded app in 17 countries - $2bn of revenue and $350m net income in 2023 - $21b secondary market valuation, -36% from last round ($33b) in Jul 2021 - 10.5x revenue multiple ... low fo…

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E119: Wiz $12b valuation, Wayve raises $1b, Chime fined by CFPB, Titkok sues US govt (obviously), OpenAI cuts another training data deal, FTX customers made whole! 12:27

1M ago12:27

12:27

00:08 | Wayve raises $1b - UK AI-autonomous driving technology company, licenses AI-tech to car manufactures - Softbank, D1, Nvidia, Microsoft investors - Round valuation was not disclosed - Last published valuation was $1.35b in Jan 2022 Series B 01:49 | Chime fined by CFPB - online checking and savings accounts - fined $3.25m for failing to refun…

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E118: CoreWeave a buy at $19b, OpenAI data deals a biz moat?, X valuation multiple pop if it becomes the "everything app" 23:52

1M ago23:52

23:52

By AG Dillon & Co

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Harnessing the Power of Ecosystems in the Digital Age 30:04

2M ago30:04

30:04

The days of businesses operating in silos are numbered. With the rise of digital platforms and technologies, companies are part of broader ecosystems involving partners, customers, and competitors. How can CXOs navigate and leverage these ecosystems to drive growth, innovation, and customer value while managing associated risks? Guest: Leo Bodden, …

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Sustainability: The New Profit? 42:43

2M ago42:43

42:43

As the global discourse shifts towards sustainability, businesses are pressured to align their strategies with environmental and social responsibilities. In a world where consumers prioritize ethical practices, how can companies transform their models to ensure sustainability isn't just an afterthought but a core driver of both profit and long-term…

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213. The Rabbi and the Helpful Demon 23:30

2M ago23:30

23:30

Xava brings a story of politically useful sinning, the Rashbi, a suspiciously convenient demon friend and a truly bizarre system of law abolishment. Sign up for her next class here: https://bit.ly/thornsinthevineyardTo ask us questions, text or leaves us a voicemail at the Talmud Hotline at 401-484-1619 or email us at xaihowareyou@gmail.com. Suppor…

1
E117: CoreWeave’s $19b valuation, +171% in 5 months; X Payments approved in 25 or 50 states; OpenAI cuts data deal with Financial Times; Anthropic launches mobile app 9:19

2M ago9:19

9:19

00:07 | X Payments approved in 25 or 50 states - X Payments functionality; pay a friend, pay a merchant, earn interest, shop, buy content - X = YouTube, WhatsApp, Venmo, Amazon, NYT/CNN, Apple App Store … all in one app - X needs “X Apps” to become everything app like WeChat in China - $12.5b current valuation (Fidelity), -71% from Musk’s Oct 2022 …

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142 - Live Webinar Recording: My UI/UX Design Audit of a New Podcast Analytics Service w/ Chris Hill (CEO, Humblepod) 50:56

2M ago50:56

50:56

Welcome to a special edition of Experiencing Data. This episode is the audio capture from a live Crowdcast video webinar I gave on April 26th, 2024 where I conducted a mini UI/UX design audit of a new podcast analytics service that Chris Hill, CEO of Humblepod, is working on to help podcast hosts grow their show. Humblepod is also the team-behind-t…

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E116: Tiktok US to have a $152b valuation, xAI raising $6b at $18b valuation, X/Twitter to launch TV app, Flexport wins Shein business, Stripe tech to accept stablecoin payments, Anduril wins another govt ... 10:58

2M ago10:58

10:58

00:08 | Flexport wins Shein business - Flexport wins Shein US shipping business with deep tech integration - Shein to expand products outside of fashion and manufacturing from India/Latin America - Flexport has $1.5b secondary market valuation, -81% from last primary round in Mar 2022 - Shein has $45b-$55b secondary market valuation, May 2023 prima…

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212. Smells Like Holy Spirit 25:30

2M ago25:30

25:30

Michael returns us to the topic of charisma with a fascinating exploration of the holy spirit in Torah, how it appears linguistically, what kind of powers and effects it gives, and its potential pitfalls. Become a Shel Maala Member here: https://bit.ly/shelmaalajoin, Sign up for Heeling Our Soles here: https://bit.ly/heelingoursoles, Sign up for Th…

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E115: Mistral AI up $3b in 4 months, Revolut $25.7b valuation by Schroders, Rippling/Ramp new rounds higher vs secondary valuations 24:57

2M ago24:57

24:57

By AG Dillon & Co

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Agile Mindsets: Beyond IT to Boardroom Strategies 50:02

2M ago50:02

50:02

Agile methodologies, which once found their roots in software development, now influence boardroom decisions and corporate strategies. The challenge lies in truly understanding and implementing agility at all organizational levels. How can businesses extend the principles of agile thinking from their IT departments to their strategic planning sessi…

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E114: Rippling raises at $13.4b, Ramp raises at $7.6b, Klarna’s new US credit card, AI clones in Hollywood, Mistral raises at $5b, Anduril autonomous submarine for Australia Navy, Revolut changes bank ... 11:49

2M ago11:49

11:49

00:09 | Rippling raises at $13.4b - HR tech company, constituent in AG Dillon Pre-IPO Stock 2024 Vintage Index - $870m raise at $13.4b post-money valuation - $200m in capital for company - $670m in secondaries for existing shareholder liquidity - $13.4b valuation is +25% from current secondary market valuation of $10.7b 01:31 | Ramp raises at $7.6b…

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211. Shammai Circumcision Blues 25:53

2M ago25:53

25:53

We're finally answering a listener question! In this case, what's the deal with hatafam dam brit for NB and trans folks and why does it seem like we're following Shammai when the halakaha is like Hillel?! Sign up for Heeling Our Soles here: https://bit.ly/heelingoursolesTo ask us questions, text or leaves us a voicemail at the Talmud Hotline at 401…

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E113: Stripe $694m tender, Klarna $40m annual expense savings using AI, No diversification without pre-IPO stocks 42:17

2M ago42:17

42:17

By AG Dillon & Co

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141 - How They’re Adopting a Producty Approach to Data Products at RBC with Duncan Milne 43:49

2M ago43:49

43:49

In this week's episode of Experiencing Data, I'm joined by Duncan Milne, a Director, Data Investment & Product Management at the Royal Bank of Canada (RBC). Today, Duncan (who is also a member of the DPLC) gives a preview of his upcoming webinar on April 24, 2024 entitled, “Is that Data Product Worth Building? Estimating Economic Value…Before You B…

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E112: OpenAI extends $86b tender, ByteDance/TikTok stock buyback!, Humane AI Pin officially launches, Revolut’s India regulatory approval 6:56

2M ago6:56

6:56

00:08 | ByteDance/TikTok stock buyback! - Expanding Q4 2023 buyback to non-US employees - $171/share for employees, $145/share for former employees - $112b in 2023 annualized revenue (run rate as of YTD Q3 2023) - $285b current secondary market valuation - Meta, about same revenue, at $1.32 trillion market cap 01:09 | OpenAI extends $86b tender - E…

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210. Rizz 16:40

2M ago16:40

16:40

Oops! Both of us forgot who was actually supposed to prepare this episode, so enjoy this minisode about charisma, our personal issues and hints at what our next actual episode will be about. To ask us questions, text or leaves us a voicemail at the Talmud Hotline at 401-484-1619 or email us at xaihowareyou@gmail.com. Support us on patreon at patreo…

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Navigating the Human Asset: Beyond Technology & Strategy 40:26

3M ago40:26

40:26

The advent of AI, machine learning, and automation has fundamentally changed workplace dynamics. The challenge for modern organizations is ensuring their human workforce complements these technological advancements rather than competes with them. How can businesses harmonize their approach to maximize technical and human potential, especially when …

1
E111: Musk's xAI $18b valuation; $1b raise for AI "phones" from Ive/Altman; Klarna says BNPL better vs credit cards; Rubrik IPO prospects 27:56

3M ago27:56

27:56

By AG Dillon & Co

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Balancing Act: Dollarama's Digital Leap in the World of Budget Retail 28:52

3M ago28:52

28:52

Dollarama's journey into digital transformation showcases a balancing act of integrating advanced technologies in a traditionally cost-conscious business model. As the retail giant ventured into this new territory, it faced the challenge of enhancing customer experience and operational efficiency, all while staying true to its ethos of simplicity a…

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E110: Rubrik IPO, $5.7b valuation; OpenAI 600,000 business users; SpaceX Starship test #4 in early May; Starlink going live in Indonesia; Mexico approves Revolut Bank; Anduril wins US Army mandate; Klarna ... 13:41

3M ago13:41

13:41

00:10 | Rubrik IPO, $5.7b valuation - $5.7b secondary market valuation - 1,700 business customers - $627m fiscal 2024 revenue - 91% of revenue is subscriptions - $354m in net loss - First major unprofitable tech IPO of the year 01:29 | OpenAI 600,000 business users - Custom model program is driving growth in business users - 600,000 business users,…

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209. When a Human Gives Birth to a Raven 59:16

3M ago59:16

59:16

Author and scholar Rafael Neis joins us to talk about their book, "When a Human Gives Birth to a Raven: Rabbis and the Reproduction of Species", featuring a riveting discussion of furries, gender, what happens if your brother is a bird, gay demon divorce and much more! Keep up with them on insta @postrafelite and on their website at https://rachelr…

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E109: Discord ads!, $600m rev, $5.2b val, 8.7x rev multiple; Shein IPO, $2b profit, $45b rev, $66b val, 1.5x rev multiple; Kraken a buy? 26:09

3M ago26:09

26:09

By AG Dillon & Co

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140 - Why Data Visualization Alone Doesn’t Fix UI/UX Design Problems in Analytical Data Products with T from Data Rocks NZ 42:44

3M ago42:44

42:44

This week on Experiencing Data, I chat with a new kindred spirit! Recently, I connected with Thabata Romanowski—better known as "T from Data Rocks NZ"—to discuss her experience applying UX design principles to modern analytical data products and dashboards. T walks us through her experience working as a data analyst in the mining sector, sharing th…

1
208. Anger Management 27:41

3M ago27:41

27:41

Michael brings a bounty of sources from Talmud to Kabbalah to Xasidut on anger and what the Rabbis say we should do about it (but often don't do themselves).To ask us questions, text or leaves us a voicemail at the Talmud Hotline at 401-484-1619 or email us at xaihowareyou@gmail.com. Support us on patreon at patreon.com/xaihowareyou. Follow us on t…

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E108: Scale AI $13 valuation, Cohere $5b valuation, Amazon $4b total into Anthropic, $26b Canva buys Affinity, xAI launches Grok-1.5, +2.65% 2024 Pre-IPO Stock Vintage Index | Pre-IPO Stock Market Update ... 11:40

3M ago11:40

11:40

00:10 | Cohere $5b valuation - Cohere has LLM and competes with OpenAI ChatGPT - PSP Investments (Canadian pension fund) to co-lead $500m round - 227x revenue multiple! - $22m annualized revenue as of Feb 2024 - $4.3b current secondary market valuation 01:29 | Amazon $4b total into Anthropic - Amazon puts in $2.75b for a $4.0b into Anthropic - Amaz…

1
E107: Chime to IPO in 2025!, $16b CoreWeave valuation?!, Boom(planes) successful test flight 27:37

3M ago27:37

27:37

By AG Dillon & Co

1
207. Foxy Loxy 21:16

3M ago21:16

21:16

Part 2 of Xava's spontaneous series on foxes! Featured are Babylonian pedagogy, greedy wolves, overzealous interpretation and selfishness in the Rabbinate. Sign up for Sacred Wiggles here: https://bit.ly/sacredwigglesTo ask us questions, text or leave us a voicemail at the Talmud Hotline at 401-484-1619 or email us at xaihowareyou@gmail.com. Suppor…

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206. Our Purims, Our Selves 23:19

3M ago23:19

23:19

Michael has brought us some luscious Xasidic and Kabbalaistic wisdom on the soul, two major Jewish holidays and the extremes of human experience. Sign up for Building Our Brakhas here: bit.ly/3IsrEBjVisit our website to ask us questions at xaihowareyou.com and call or Text the Talmud Hotline at 401-484-1619 and leave us a voicemail. Support us on p…

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E105: Stripe attractive at $65b valuation (3.8x revenue multiple), Telegram is a hard no at $30b valuation, Should ByteDance investors be rooting for a forced TikTok US divesture? 16:39

3M ago16:39

16:39

By AG Dillon & Co

1
139 - Monetizing SAAS Analytics and The Challenges of Designing a Successful Embedded BI Product (Promoted Episode) 51:02

3M ago51:02

51:02

This week on Experiencing Data, something new as promised at the beginning of the year. Today, I’m exploring the world of embedded analytics with Zalak Trivedi from Sigma Computing—and this is also the first approved Promoted Episode on the podcast. In today’s episode, Zalak shares his journey as the product lead for Sigma’s embedded analytics and …

1
E104: Stripe 2024 revenue at $17b?, only 3.8x multiple!; Telegram’s $30b valuation!; SpaceX Starship successful 3rd test-flight; Tiktok US at $153b valuation if standalone biz? | Pre-IPO Stock Market Update ... 10:02

3M ago10:02

10:02

00:07 | Stripe 2024 revenue at $17b?, only 3.8x multiple! - $1 trillion in 2023 total payment volume, +25% vs 2022 - Stripe 15yrs vs PayPal 23yrs to get to $1t - Estimated $17b in 2023 revenue, positive cash flow - $65b Feb 2024 tender, 3.8x revenue multiple is a steal 02:19 | Telegram’s $30b valuation! - 900m monthly active users, +80% vs 2021; on…

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