Austin, TX
Joined March 2011
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I run an out of home software company, so I wondered how often founders on David Senra's shows talk about it.
We transcribed all of Founders and David Senra (250 hours, 3.1M words). Not often: 32 mentions in 223 episodes.
But when someone takes a side, it's positive 14 of 17 times.
ALT Sentiment toward out of home across 32 mentions on David Senra's shows: 3 skeptical, 15 neutral, 11 positive, 3 champion it.
I transcribed all 35 sessions of @profound's Zero Click 2026 (SF, NYC and London: 9.3 hours, 94,700 words) and ran topic models over them to see what AI marketers actually spent their time on.
12 themes. One big idea: AI now reads about your brand before your customers do.
The biggest theme: agents are becoming the buyer. 13% of everything said, and a major thread in 14 of 35 sessions.
20% of @stripe signups are now agent-assisted (@JeffTitterton ). Gartner, cited on stage, expects agents to make 1 in 5 online purchases by 2030.
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Built this on a @British_Airways flight back to Austin, TX over @Starlink:
• yt-dlp: 223 episodes
• @ElevenLabs Scribe v2, diarized, 4 parallel workers
• Python: regex lexicon, 203 candidates classified, bootstrap CIs
250 hours of audio, one flight.
Thank you @elonmusk
I run an out of home software company, so I wondered how often founders on David Senra's shows talk about it.
We transcribed all of Founders and David Senra (250 hours, 3.1M words). Not often: 32 mentions in 223 episodes.
But when someone takes a side, it's positive 14 of 17 times.
ALT Sentiment toward out of home across 32 mentions on David Senra's shows: 3 skeptical, 15 neutral, 11 positive, 3 champion it.
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hey @YourOAAA, what's the largest billboard campaign (count not $$) of all time? asking for a friend.
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Ye looking like @1x_tech
Kanye West kicks off the first night of his two-show Chicago run at Soldier Field for the Ye Live Concert Tour by opening with “Homecoming” before surprising the crowd by bringing out Twista, Big Sean, and Future.
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Evals sit at the front of the workflow now. Somehow none of them include 'open the feed and see how you feel.'
Satya Nadella says LinkedIn merged four job titles, product manager, designer, front-end engineer and back-end engineer, into one:
"I'll give you at LinkedIn, we used to have product managers, we had designers, we had front-end engineers, and then we had back-end engineers and so on."
"So what we did is we sort of took those first four roles and combined them. In fact, increased scope and said, they're all full-stack builders."
"So at the same time, as you can imagine, if we're to build an AI product today, there's a complete new workflow, right? It starts with evals, right?"
"So basically, there's this eval to science, to infrastructure."
"And so evals are done by these full-stack builders and what have you and product managers in the new form, the infrastructure is built by the systems engineers at the back-end because they support the science that supports the product."
"So in some sense, there's a new loop and you have to structurally change."
LinkedIn has already put this into hiring. Its Associate Product Manager program is finished, and the replacement, the Associate Product Builder track, teaches code, design and product management at the same time.
Evals sit at the front of that workflow rather than the end, so writing them is now part of building the product instead of a check before shipping.
- Satya Nadella (@satyanadella), Chairman and CEO of Microsoft (@microsoft), with the All-In Podcast (@theallinpod) at USA House, Davos 2026.
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Work with Zane
We are expanding our engineering team!
I'm looking to hire:
1. GTM/Growth Engineer
2. Forward (Factory) Deployed Software Engineer
3. Member of Technical Staff
If you want to build software defined factories with us - and get America's industrial base metals at warp speeds - DM me.
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bullish on @atlasmotion
Introducing Atlas
We're building motion systems for drones, robots, and autonomous machines.
Our work is in service of our customers who work factory floors, tend farmland, move medicine, and defend our country.
Atlas is built to supply them quickly, and supply them in volume. Their progress should no longer be held back by a motor or actuator.
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The opportunity cost of not buying this book? Far too high.
Massive congratulations to @Jack_Raines on launching Young Money!
Watching this go from an obsession to a published book has been awesome to see.
Go buy a copy!
