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This episode dives into the latest trajectories of AI companies, the implications of SpaceX's recent movements, and what it means for enterprise strategies and market valuations. Raphael Dornano and Gemma Allen unpack how technological innovation, geopolitical factors, and market hype shape the future of AI investments. Key Topics: The multi-faceted valuation of SpaceX and Elon Musk’s ventures, in...

In this episode, Gemma Allen and Raphael Dornano analyze the explosive growth and strategic positioning of Anthropic in the AI industry, alongside the evolving enterprise AI landscape. They break down market valuations, technological architectures, and the shifting paradigms that could redefine enterprise software and investment trends. Key topics: The staggering revenue growth and valuation miles...

In this episode, Gemma Allen and Raphael Dornano analyze the groundbreaking SpaceX IPO and explore the broader implications for AI, enterprise tech, and market psychology amid rapid technological acceleration. Key Topics: The unprecedented scale and scope of SpaceX's IPO and its multiple business segments, including space, AI, and data centers in orbit. The valuation challenges and questions a...

The conversation delves into the rise of Anthropic. Raphael Dornano and Gemma Allen talk architectural strategy, the last mile and enterprise adoption, Anthropic's valuation and market impact, and the future of enterprise software. It explores the impact of AI on enterprise tech and the paradigm shift in the industry. Takeaways Anthropic's success and impact extend beyond its financial growth The...

The conversation delves into the rise of hyperscalers and their impact on enterprise tech, focusing on AI infrastructure spending, layers of value, pricing and consumption models, differentiation of hyperscalers, the future of compute, capturing economic value, the impact on advertising, and the role of Google and Amazon in the agentic era. Takeaways Hyperscalers' AI infrastructure spending The im...

In this episode, Gemma Allen and Raphael Dornano explore the latest breakthroughs in AI technology, the implications of major leaks like Entropic's code, and what these developments mean for enterprise, markets, and investor perceptions. Our discussion clarifies complex innovations like orchestration graphs and multi-agent systems, and provides strategic insights for navigating this rapidly evolvi...

In this episode, we explore the latest disruptive advancements in AI with insights on Nvidia’s recent GTC conference, their strategic moves into agentic AI, and what this means for enterprise companies navigating the rapid waves of technological change. Raphael Dornano shares sharp analysis on how hardware, software, and governance are converging to reshape the industry landscape. In this episode:...

The conversation delves into the impact of intelligent systems on enterprise tech, focusing on Figma's IPO journey, the role of agentic UI, and the inference economy's influence on companies like Salesforce and Nvidia. It also explores the significance of dev tools, coding as an entry point into the enterprise, and the impact of Anthropic on the market. Takeaways Figma's journey from IPO to partne...

Gemma Allen and Raphaelle D'Ornano delve into the impact of AI and the agentic era on enterprise tech, focusing on Palantir's valuation and role in this new era. It explores the controversial views on Palantir's place and the moat surrounding the company, as well as its commercial impact and defensibility. Additionally, it discusses the race between Anthropic and OpenAI, differences in AI labs' bu...

Gemma Allen and Raphaelle D'Ornano delve into the rise of Moltbook, the emergence of agentic AI, its impact on the inference economy, and the challenges and opportunities it presents for enterprise software companies. It also explores the market volatility and its impact on AI companies, as well as the changing landscape of software companies in the enterprise. The discussion highlights the nuance...