Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Sam Altman's admission that Google surpassed OpenAI in some areas 2) OpenAI getting thrown off the mark 3) What happens if Ai models commoditize? 4) Google surpasses Microsoft in market cap 5) Inside Google's rapid-fire comeback 6) Why Google's search business remains strong 8) Google's Gemini 3 marketing strategy 9) NVIDIA's earnings don't save the market 10) Oracle's rough few months 11) Jeff Bezos is a startup co-CEO again 12) Grok glazes Elon 13) AI music is... good? 14) May I meet you??
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Ryan is joined by David Hsu, CEO and founder of Retool, to explore how AI is transforming the role of a software developer into a software architect, the increasing accessibility of coding for non-engineers, and the importance of placing guardrails and higher-level programming primitives on AI coding assistants.
Episode notes:
Retool is an enterprise AI AppGen platform for internal software development, allowing you to create apps, agents, and workflows with any LLM, datasource, or API.
Today, we have a special guest on the podcast, Kate Lowry,CEO coach, author and comedian. She is a long time startup founder, spent time in VC, is leading a values driven coaching and advising firm called Scaleheart, and recently, just published a book. The title of the book is Unbreakable: How to Thrive Under Fear-Based Leaders, and is a tactical guide to help smart, caring people get unstuck to they thrive under fear based leadership.
In our conversation today, Kate is going to enlighten us on what fear based leadership is, how to use the predictability of fear based leaders to your advantage, and why its having (another) moment in the tech ecosystem today.
Questions:
Tell me about your startup journey as a serial founder.
You've been around the block in the tech industry. From your vantage point in startups, big tech, and VC, why is this new leadership style hitting now?
How does this type of culture show up in startups, versus larger companies like Meta?
How does it manifest in investing?
Why is fear-based leadership antithetical to innovation?
If it's so bad for innovation, why do people keep choosing it anyway?
What makes leaders like this so predictable?
How can people use that predictability to their advantage?
How has the type of issues you work on with your CEOs changed as this leadership style comes into vogue?
What are the most common ways that you help founders in your coaching practice?
What are three ways CEOs can make sure fear-based leadership doesn't take root in their corner of the tech ecosystem?
Marlena Sarunac is a first generation American, her family being from Croatia. She started her career at Mastercard, left to travel around Europe (before it was cool to do so), and then came back to join her first startup. During her travels, she figured out that she was truly an American, as she prefers the entrepreneurial pace of life. Her path has been in marketing, but she also has an engineering degree, which gives her a unique edge. Outside of tech, she is married to a chef, with a 2 year old daughter and a rescue dog. They live in Rhode Island, in the Bristol area.
Marlena and her now co-founder met at a prior company, and worked well together promoting that brand. The built a playbook, and always dreamed of starting their own thing to push those playbooks. The stars aligned later in life, and they decided to give it a go.
Today, we are another episode in our series, sponsored by our good friends at Railsware. Railsware is a leading product studio with two main focuses - services and products. They have created amazing products like Mailtrap, Coupler and TitanApps, while also partnering with teams like Calendly and Bright Bytes. They deliver amazing products, and have happy customers to prove it.
In this series, we are digging into the company's methods around product engineering and development. In particular, we will cover relevant topics to not only highlight their expertise, but to educate you on industry trends alongside their experience.
In today's episode, we are chatting with Julia Starun, Product Director at Railsware with over 17 years of experience in product management, business process automation and optimization. Julia will share her insights into where an MBA helps you manage a product team - and where it doesn't.
Questions:
What was your story before MBA, and what motivated your decision to pursue it?
What real-world gaps between MBA theory and product management practices did you discover at Railsware?
Does MBA training help with the "people management" side of leading product teams?
How can the tools and frameworks you learned during your MBA help with uncertainty – or overcomplicate things – when creating products?
How does understanding "business stuff" – like P&L, unit economics, financial modeling, etc. – change how you approach product decisions?
Does MBA business strategy training help product managers think beyond features to market positioning?
For someone already managing product teams, when does pursuing an MBA make sense versus other learning paths?
What's your biggest surprise about how MBA education did (or didn't) change the way you approach the realities of product team leadership?
Nick Clegg is the former president of Global Affairs at Meta and deputy prime minister of the UK. Clegg joins Big Technology Podcast for a discussion about whether Silicon Valley should be trusted with superintelligence and the risks it will navigate on the way there. In the second half, we also talk about how Silicon Valley uses money to buy influence and wield power in Washington. Tune in for a frank discussion about the economic, business, and political realities facing the tech industry as it pursues its most expensive and ambitious project.
Marco Rodrigues was born and raised in Canada, but now lives in the Bay Area. His tech genesis was around the time when the internet came out, when he spent an entire summer indoors, worrying his mother. He eventually attended university in Toronto, and went to work for Juniper Networks. Past that, he went towards the startup world - running product teams, and taking part in the ownership and selling of solutions and service offerings. Outside of tech, he is married with twin girls in the Naval Cadet Core. He is a big hockey nut, rooting for the Edmonton Oilers, and enjoys taking his kids to hockey rinks all over the world.
Marco spent many years watching his teams drown in data and tooling. The situations were more complex, but the outcomes weren't getting better. He started to consider the advent of AI, and asked the question - how do we solve these sorts of problems with an agentic SOC platform?
CodeCrafters helps you become a better engineer by building real-world, production-grade projects. Learn hands-on by creating your own Git, Redis, HTTP server, SQLite, or DNS server from scratch. Sign up for free today using this link and enjoy 40% off.
Ryan welcomes Assaf Elovic, head of AI at monday.com, to discuss creating AI tools that users will actually adopt, how they created their Monday Sidekick agent with the user experience in mind, and the opportunities that AI creates for better productivity and more efficiency.
Episode notes:
monday.com is a work management platform that allows you to plan and execute work across departments with a unified, AI-first product suite.
David Kirtley is a nuclear fusion engineer and CEO of Helion Energy, a company working on building the world’s first commercial fusion power plant by 2028.
Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep485-sc
See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc.
Today, we have a special episode correlated with Fraud awareness week, and brought to you by our friends at SEON - the command center for fraud prevention and AML compliance. SEON connects first party data signals to show you what other solutions can't - by enriching data, understanding context, and taking action from one place... to prevent fraud.
In this episode, we are talking with Husnain "HB" Bajwa, SVP of Product & Risk Solutions. He has been a fraud and risk leader for 30+ years, and leads innovation in fraud prevention and compliance at SEON. HB is going to touch on important topics in the fraud detection and prevention space, such as AI, regulatory pressures, and the perspectives of startups that can get them into trouble.
Questions:
You’ve spent a lot of time in the world of fraud and compliance. What first drew you to solving these kinds of problems?
Startups often focus on growth first and worry about fraud later. What’s the hidden risk in that mindset?
Why do you believe fraud prevention and AML compliance are converging, and what are the benefits of them living in the same system?
AI gets talked about a lot, but in your view, what are the real, practical ways it’s improving fraud and AML work today?
We’re seeing more regulatory pressure globally. How can organizations prepare for 2026 to ensure they are taking a risk-based approach to compliance?
I know your team’s been working on some big innovations, including a new compliance suite built on top of your fraud prevention stack and new AI-driven tools. How are these helping investigators connect the dots faster and uncover hidden relationships, especially when it comes to complex cases?
What advice would you give to early-stage startups that might think they’re ‘too small’ to be targeted by fraudsters?
