SaaS
Organization
A software-delivery model in which applications are hosted by a provider and accessed by customers, typically through subscriptions or usage-based pricing.
9 episodes featuring SaaS
Hard Fork
Jensen Huang challenges AI alarmism while backing tougher safeguards
The conversation tests whether AI’s risks demand sweeping warnings or disciplined engineering, regulation, and accountability as deployment accelerates.
Sep 25, 2026 · 1h 48m
Sourcery
Eclipse bets industrial complexity can beat software scale
As investment and policy turn toward reshoring, defense, energy, and infrastructure, Eclipse offers a case for building companies where capital and engineering create durable advantages.
Sep 21, 2026 · 48 min
TBPN
AI’s race raises questions about safety, supply chains and durable businesses
The episode connects frontier-AI governance to semiconductor bottlenecks, cybersecurity, consumer software, industrial strategy and the economics of consolidation.
Sep 14, 2026 · 2h 50m
Equity Mates Investing Podcast
Soul Patts bets patience beats prediction
Todd Barlow explains how permanent capital lets Soul Patts hold cash, resist crowded private markets, and pursue long-term opportunities without fund-life pressure.
Sep 14, 2026 · 40 min
The a16z Show
AI pushes venture beyond software and toward bigger power laws
The episode argues that AI is widening the investable economy while making access, timing, and portfolio construction more consequential.
Sep 10, 2026 · 49 min
The a16z Show
AI applications challenge models for the value layer
As model capabilities spread across providers, specialized applications may capture more value by embedding AI in workflows, pricing, and customer context.
Aug 26, 2026 · 37 min
The a16z Show
Stripe bets AI will expand commerce, not shrink teams
Stripe’s strategy offers a concrete test of whether AI’s biggest economic effect will be lower costs or a much larger market for software and payments.
Aug 17, 2026 · 55 min
TBPN
AI tests software’s durable advantages
The episode weighs which software businesses can withstand AI disruption while connecting that debate to talent flight, cybersecurity, and frontier-lab strategy.
Aug 14, 2026 · 27 min
The Vault Unlocked
Sales systems outperform superstar closers
As advertising costs rise and funnel efficiency tightens, revenue teams need measurable infrastructure rather than faith in individual selling talent.
Aug 12, 2026 · 1h 14m