Why is Morning Brew’s founder selling “AI Transformation”?

🎧 Highlights:

[00:00:00] Intro
[00:02:06] Alex & Arman’s founding story — from pivot to partnership
[00:03:09] Why engineers experience AI’s biggest leverage
[00:05:15] “Think of it as a high-quality AI-powered dev shop”
[00:06:36] The big vision: Building the McKinsey of AI
[00:09:09] Crossing the chasm: From pre-AI to post-AI
[00:13:03] Intelligence arbitrage vs. labor arbitrage
[00:15:00] Using AI to double productivity in dev work
[00:19:12] Why services with recurring revenue outperform “one-off” AI projects
[00:23:06] Real client examples: healthcare, billboards, SaaS
[00:26:06] Debate: Will AI transformation companies run out of work?
[00:29:15] Becoming the CEO’s “growth partner” in the AI era
[00:31:00] The trillion-dollar dev industry opportunity
[00:33:00] Live demos: Claude Code, multi-agent coding, and real-time automation
[00:50:00] Human-in-the-loop AI and the ethics of automation
[00:55:00] How Tenex thinks about pricing, margins, and scaling
[01:00:45] Building “Morning Brew for AI leaders”

In this episode, Andrew Warner, along with Jesse Pujji sits down with Alex Lieberman (Morning Brew) and Arman Hezarkhani, co-founders of Tenex, to unpack how their company is reshaping software development and consulting with AI.

They reveal how engineers are “living in the future,” how AI is collapsing the cost of production, and why most companies won’t have the resources to cross the chasm from pre-AI to post-AI. From building mobile apps in days instead of months to using AI agents that code and run business tasks autonomously, Tenex shows what AI transformation really looks like inside modern organizations.