SaaSpocalypse Cancelled, Palantir’s $17M Jet Bill, WBD x Netflix Latest | Dylan Field, Saagar Enjeti, Sigil Wen, Peter Morales, Erik Palitsch, Ljubisa Bajic
TBPN
Older Consumers, Demographics, and Shopify
They review elderly wealth concentration, labor implications, and Shopify's role amid AI agent commerce.
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- (00:59) - We're Cancelling the the SaaSpocalypse
- (16:47) - 𝕏 Timeline Reactions
- (38:37) - Palantir Jet Costs $17M Annually
- (46:16) - WBD x Netflix Bid Update
- (59:21) - eBay to Buy Depop
- (01:01:42) - 𝕏 Timeline Reactions
- (01:16:56) - Elite Lawyer Fees Hit Record Highs
- (01:22:30) - Older Consumers Drive 2026 Growth
- (01:27:24) - 𝕏 Timeline Reactions
- (01:41:51) - Sigil Wen discusses his concept of Web 4.0, envisioning an Internet where AI acts as the end user, capable of autonomously performing tasks and making payments without human intervention. He introduces the "automaton," a self-sufficient AI model that can self-edit its code, manage its own compute resources, and generate income to sustain its operations. Wen emphasizes the importance of building this new Internet openly to ensure safety and transparency as AI becomes increasingly integrated into digital ecosystems.
- (01:59:33) - Saagar Enjeti is an American journalist and political commentator, best known as the co-host of the independent news program "Breaking Points" alongside Krystal Ball. In the conversation, Enjeti discusses the impact of social media and technology on children, emphasizing the addictive nature of devices like iPads and the challenges parents face in regulating screen time. He highlights the importance of setting boundaries and the potential benefits of government regulation to mitigate the negative effects of technology on youth.
- (02:33:04) - Dylan Field, co-founder and CEO of Figma, a web-based vector graphics editing software company, discusses the company's impressive 2025 performance, highlighting a 40% year-over-year revenue growth to $1.046 billion and the successful launch of four new products, including Figma Make, an AI-powered prototyping tool. He emphasizes the importance of design in product development and the role of AI in enhancing creativity, noting that 60% of Figma Make users are non-designers, reflecting the platform's accessibility and broad appeal. Field also shares insights on the evolving design landscape, expressing excitement about increased innovation and diversity in digital product aesthetics and user experiences.
- (02:54:04) - Peter Morales, CEO of Code Metal, discusses his journey from defense and AI research to founding the company, highlighting his work on AI algorithms for the F-35 fighter jet and at MIT Lincoln Laboratory. He explains Code Metal's mission to automate the translation of high-level code into hardware-optimized, production-ready code, addressing challenges in deploying AI on edge devices. Morales also announces a $125 million Series B funding round and the appointment of Ryan, former CEO of Tableau, as President and COO to support the company's growth.
- (03:03:02) - Erik Palitsch, CEO and Co-Founder of Freeform, discusses the company's development of Skyfall, an advanced laser melting platform, and their recent $67 million Series B funding led by Linz Capital, with participation from NVIDIA, Founders Fund, Threshold, and Two Sigma Ventures. He highlights the growing demand across various sectors, emphasizing the importance of flexible manufacturing in today's geopolitical climate and the acceleration of product design driven by AI advancements. Palitsch also notes that Freeform is currently producing mission-critical parts for multiple frontier programs and plans to expand their team significantly over the next year.
- (03:12:11) - Ljubisa Bajic, a seasoned chip designer and CEO of Taalas, discusses his company's innovative approach to AI hardware by embedding AI models directly into silicon, resulting in ultra-fast, cost-effective responses. This method sacrifices flexibility for performance, enabling immediate, large-scale outputs at minimal cost. Bajic also highlights the simplicity and efficiency of their chips, which integrate seamlessly into standard servers without the need for complex cooling systems or high-speed I/O, making advanced AI capabilities more accessible and affordable.
- (03:21:36) - 𝕏 Timeline Reactions
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