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    ICT Pulse Podcast

    ICT Pulse - tech blog and podcast

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  • AI Enterprise - Databricks & Glean | BG2 Guest Interview

    23/12/2025

    1

    AI Enterprise - Databricks & Glean | BG2 Guest Interview

    In this BG2 guest interview, Altimeter partner Apoorv Agrawal sits down with Ali Ghodsi (Databricks) and Arvind Jain (Glean) for a candid, operator-level discussion on what’s actually working in enterprise AI—and what isn’t. They unpack why 95% of AI projects fail, why LLMs are rapidly commoditizing, and why durable advantage is shifting to proprietary data, agentic systems, and workflow integration. The conversation dives deep into real-world use cases across finance, healthcare, and retail; the debate over whether we already have AGI; and how AI spend, CapEx, and valuation bubbles will realistically play out. A must-watch for builder, and investors navigating the AI transition inside real organizations. Timestamps: (00:00) Intro (01:00) Consumer AI vs. Enterprise Reality (02:15) Why 95% of AI Projects Fail (04:15) RBC, Merck, and 7-Eleven Use Cases (06:45) What Actually Makes AI Work (07:00) LLMs Are Commodities—Data Is the Moat (08:45) Failed AI Bets at Databricks & Glean (11:00) RPA vs. Generative AI (14:15) Advice for CIOs Planning AI Budgets (16:00) AI CapEx and the Revenue Math (18:00) The Three Camps of AI (21:00) Making AI Useful Inside Enterprises (24:30) Why Apps Capture the Value (30:00) The Future of UI, Voice, and Data Entry (37:30) Rapid Fire: Winners, Bubbles, Long/Short Produced by Dan Shevchuk Music by Yung Spielberg Available on Apple, Spotify, www.bg2pod.com Follow: Apoorv Agrawal @apoorv03 https://x.com/apoorv03BG2 Pod @bg2pod https://x.com/BG2Pod

    23/12/2025

    •
    45 min
  • Is Software Eating The World Being Eaten By AI?

    12 HR AGO

    2

    Is Software Eating The World Being Eaten By AI?

    Alphabet earnings. Claude goes to the Superbowl. Why AI brand loyalty isn’t even remotely a thing yet. And is the whole Marc Andreessen theory of software eating the world in the process of being eaten by AI? Wall Street is worried about that very scenario. Google set to double AI spending to $185bn after strong earnings (FT) OpenAI Frontier is a single platform to control your AI agents (The Verge) Anthropic says ‘Claude will remain ad-free,’ unlike ChatGPT (The Verge) Microsoft’s Pivotal AI Product Is Running Into Big Problems (WSJ) New Data: OpenAI’s Lead Is Contracting as AI Competition Intensifies (Big Technology) Threat of New AI Tools Wipes $300 Billion Off Software and Data Stocks (WSJ) AI Won’t Kill the Software Business, Just Its Growth Story (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

    12 hr ago

    •
    24 min
  • The NFL (2026 Update)

    27 JAN

    3

    The NFL (2026 Update)

    The NFL is nearly synonymous with America today. Practically nothing is more quintessentially and universally American than tuning in every Sunday (and Monday, and Thursday… and sometimes Saturdays and holidays too) to watch the world’s most beautiful ballet of violence. It generates the most revenue of any sports league globally and sets new records for team valuations each year. But it wasn’t always this way. The history of the NFL mirrors America’s own development: scrappy small-town teams rode the successive growth waves of the automobile, TV, the Internet and social media to grow larger than the even the founders’ wildest dreams. Whether you watch football or not, the NFL is one incredible business story, and one that we’ve taken more lessons from over the years for Acquired itself than perhaps any other episode we’ve made. Note: This is a remastered release of our original January 2023 episode, updated to today's Acquired production standards. It also features a full hour+ followup section at the end covering the seismic shifts in the NFL’s business since the original episode’s release. Much has happened in those three years: Taylor Swift entered the league (via merger 🙂), streaming went mainstream (and took over Thanksgiving and Christmas), sports gambling exploded from 46 million to 76 million bettors, and — in perhaps the most surprising development — private equity finally stormed the gates of the NFL. Oh, and average franchise valuations grew by 60% from $4.5 billion to over $7 billion. Communist capitalism is alive and well! We're also releasing this episode in advance of Super Bowl LX here in San Francisco, where Acquired is hosting the NFL’s inaugural Super Bowl Innovation Summit! Sponsors: Many thanks to our partners: VantaSierraCrusoeSentry (+ join the list for Sentry & Vercel’s Super Bowl Fan Zone party)Links: Innovation Summit details and all Super Bowl LX Week events in San Francisco (note content from the Innovation Summit will be posted publicly the week after the Super Bowl — we’ll update this page with links when available)America’s GameSports Illustrated’s oral history of the famous Joe Namath “pool photo”All episode sourcesCarve Outs: The MenuPeyton’s PlacesMore Acquired: Get email updates and vote on future episodes!Join the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!00:00:00 Intro00:00:37 Welcome to the Remastered NFL Episode00:06:05 Origins of Football & the Forward Pass (1869-1905)00:14:34 The Founding of the NFL (1920)00:41:52 Bert Bell's "Any Given Sunday" Philosophy (1946)01:03:28 Pete Rozelle Transforms the League (1960)01:56:34 The Creation of the Super Bowl (1966)02:09:47 Monday Night Football Invents Modern Sports TV (1970)02:37:19 The NFL's Business Model Explained02:39:28 CTE & the Kaepernick Controversy (2016)02:48:36 Analysis: Playbook & 7 Powers Analysis03:21:04 2026 UPDATE: Netflix, Youtube, Amazon Streaming, T-Swift, Gambling & New TV Deals03:57:11 Private Equity Enters the NFL (2024)04:14:08 Conclusion & Thank Yous  ‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

    27 Jan

    •
    4h 17m
  • Is Jensen Worried About OpenAI?

    3 DAYS AGO

    4

    Is Jensen Worried About OpenAI?

    Is Nvidia going through with their massive OpenAI investment or not? Does Apple have what it takes to win in the AI era or not? Is Elon the only one who can make datacenters in space happen or not? And a roundup of the continued fascination with Moltbook. The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice (WSJ) Nvidia CEO Says New OpenAI Investment May Be Largest Yet (Bloomberg) Apple’s Historic Quarter Doesn’t Change the Need for AI Reckoning (Bloomberg) SpaceX seeks FCC nod for solar-powered satellite data centers for AI (Reuters) How often do AI chatbots lead users down a harmful path? (ArsTechnica) Moltbook is the most interesting place on the internet right now (Simon Willison) Learn more about your ad choices. Visit megaphone.fm/adchoices

    3 days ago

    •
    21 min
  • Is It Too Late To Chase Your Dreams | The Flycast Ep. 176

    25 JAN

    5

    Is It Too Late To Chase Your Dreams | The Flycast Ep. 176

    Come see us at Major 1 from January 29th to February 1st! TICKETS: https://OpTic.link/tickets OpTic Gaming Merch: https://shop.opticgaming.com/ Check out the OpTic SCUF collection and use code “OpTic” for a discount: https://scuf.co/OpTic Check out the OpTic Podcast here: https://podcasts.apple.com/us/podcast/optic-podcast/id1542810047 https://open.spotify.com/show/25iPKftrl0akOZKqS0wHQG

    25 Jan

    •
    1 hr
  • ICTP 384: Charting the Caribbean region's AI future, with Dr Craig Ramlal of the Caribbean AI Task Force

    28 JAN

    6

    ICTP 384: Charting the Caribbean region's AI future, with Dr Craig Ramlal of the Caribbean AI Task Force

    In many recent global and regional assessments on artificial intelligence (AI), Caribbean countries have performed poorly, as the requisite systems and frameworks are still underdeveloped. The foundation of any country's work on AI is establishing national policies and a framework to facilitate the development of the enabling environment. With Dr Craig Ramlal, the Chair of the Caribbean AI Task Force, we discuss the Task Force's Interim Report, which proposes harmonised AI policies for the region. During this conversation, Craig shares, among other things: Some of the unique or underlying considerations that shaped the recommendations made by the Task Force in its Interim Report. The approach the Task Force employed to arrive at its recommendations. A key issue or concern in each of the policy areas that the Task Force proposed, and what recommendations have been made. Note:  Feedback on the Interim Report can be sent to caitf@ctu.int and should be received no later than 31 May 2026.   The episode, show notes and links to some of the things mentioned during the episode can be found on the ICT Pulse Podcast Page (www.ict-pulse.com/category/podcast/)       Enjoyed the episode?  Do rate the show and leave us a review!       Also, connect with us on: Facebook – https://www.facebook.com/ICTPulse/   Instagram –  https://www.instagram.com/ictpulse/   Twitter –  https://twitter.com/ICTPulse   LinkedIn –  https://www.linkedin.com/company/3745954/admin/   Join our mailing list: http://eepurl.com/qnUtj    Music credit: The Last Word (Oui Ma Chérie), by Andy Narrell Podcast editing support:  Mayra Bonilla Lopez   ---------------

    28 Jan

    •
    49 min
  • Will ChatGPT Ads Change OpenAI? + Amanda Askell Explains Claude's New Constitution

    23 JAN • SUBSCRIBERS ONLY

    7

    Will ChatGPT Ads Change OpenAI? + Amanda Askell Explains Claude's New Constitution

    Ads are coming to ChatGPT’s free and low-cost subscription tiers. We explain what they’ll look like, why OpenAI is taking this approach and whether the company can court advertising dollars without compromising quality and user trust. Then, Amanda Askell, Anthropic’s in-house philosopher in charge of shaping Claude’s personality, joins us to discuss the company’s newly released “Claude Constitution” and what it takes to teach a chatbot to be good. As a bonus, if you’re interested in learning how to get started with Claude Code, you can check out our tutorial on YouTube. Guest: Amanda Askell, a member of Anthropic’s technical staff Additional Reading:  OpenAI Starts Testing Ads in ChatGPTClaude’s Constitution Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    23 Jan

    •
    1h 14m
  • What we — and AI — can learn from nature's intelligence

    16 JAN

    8

    What we — and AI — can learn from nature's intelligence

    Artificial intelligence is powerful, but what about natural intelligence? This hour, TED speakers explore the intrinsic genius in animal language, insect behavior, plant anatomy and our immune system. Guests include neuroscientist Greg Gage, computational neuroscientist Frances Chance, social psychoneuroimmunologist Keely Muscatell and environmental researcher Karen Bakker. We want to dedicate this episode to Bakker who passed away in August 2023, only a few months after giving her TED Talk. Her research and legacy continue to inspire.  Original broadcast date: March 8, 2024 TED Radio Hour+ subscribers now get access to bonus episodes, with more ideas from TED speakers and a behind the scenes look with our producers. A Plus subscription also lets you listen to regular episodes (like this one!) without sponsors. Sign-up at plus.npr.org/ted. Learn more about sponsor message choices: podcastchoices.com/adchoices NPR Privacy Policy

    16 Jan

    •
    50 min
  • Our 2026 Tech Resolutions + We Answer Your Questions

    2 JAN • SUBSCRIBERS ONLY

    9

    Our 2026 Tech Resolutions + We Answer Your Questions

    Happy New Year! We’re kicking things off by sharing our tech resolutions for 2026 and reflecting on how we fared with our social media and meditation goals from last year. Then, we open up the listener mailbag and answer your questions on data centers in space, who’s to blame when a customer service A.I. bot lies to you and whether it’s OK to deepfake Santa into your home security footage. Also, get your very own “Hard Fork” hats, now available at the Times Store: https://store.nytimes.com/products/hard-fork-baseball-cap   Additional Reading:  What I Learned About Productivity This YearData Centers in Space + A.I. Policy on the Right + A Gemini History MysteryShuffling Some Whimsy Into Poker and Blackjack  We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.

    2 Jan

    •
    59 min

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