• Stripe's Unbundling Strategy and AI's Impact on Education with Byrne Hobart [The Riff]

  • 2024/05/29
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Stripe's Unbundling Strategy and AI's Impact on Education with Byrne Hobart [The Riff]

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  • Today we’re sharing an episode of The Riff podcast where Erik Torenberg and writer- investor Byrne Hobart discuss the future of AI & education, analyze several companies including Stripe's shift towards unbundling, and the possibility of 24-hour markets. 🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj Subscribe to this season of Company Breakdowns for analysis of Reddit, Databricks, and more! Subscribe to Company Breakdowns' newsletter: https://company-breakdowns.beehiiv.com/ Company Breakdowns is a part of the Turpentine podcast network. Learn more: www.turpentine.co -- RECOMMENDED PODCAST: 🎙️ This Won't Last - Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics. Apple Podcasts: https://podcasts.apple.com/us/podcast/id1765665937 Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz YouTube: https://www.youtube.com/@ThisWontLastpodcast -- SPONSOR: BRAVE The tech world turns to the Brave browser for a private ad platform that respects user privacy. Brave Ads offers first-party targeting, and it’s been cookieless since day one. Join the future of advertising at https://brave.com/ads. Mention “Turpentine” when signing up for a 25% discount on your first campaign. -- LINKS: “The Riff” podcast: YouTube: https://www.youtube.com/@TheRiffPodcast Spotify: https://open.spotify.com/show/6rANlV54GCARLgMOtpkzKt Apple: https://podcasts.apple.com/us/podcast/the-riff-with-byrne-hobart-and-erik-torenberg/id1716646486 -- FOLLOW ON X: @eriktorenberg (Erik) @ByrneHobart @turpentinemedia (Turpentine) – TIMESTAMPS: (00:00) Intro (01:05) AI's Impact on Education (03:33) AI in Self-Directed Learning (06:22) Tech-Enabled Education and Its Challenges (14:40) Byrne’s Take on Kids and Schooling (17:46) Sponsor: Brave (18:48) Meta's AI and Social Media Strategy (22:46) Meta's Financial Strategy and the Metaverse (27:03) Meta's AI Strategy and Its Competitors (30:46) Microsoft's AI Strategy (30:52) The Android vs. Apple Analogy (31:41) Google's Commercial Leverage (32:11) The Importance of Data in AI (33:09) Meta's Open Source Dilemma (33:58) Microsoft's Data Privacy Concerns (34:16) The Uncertainty in AI's Future (34:47) The Role of Ads in Business Models (36:40) Amazon and Grocery Store Economics (41:11) The Future of Email Ad Networks (43:17) Investment Strategies and Market Dynamics (47:42) China's Economic Challenges (50:19) Stripe's Business Evolution (54:37) 24-Hour Stock Markets (59:04) Wrap
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Today we’re sharing an episode of The Riff podcast where Erik Torenberg and writer- investor Byrne Hobart discuss the future of AI & education, analyze several companies including Stripe's shift towards unbundling, and the possibility of 24-hour markets. 🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj Subscribe to this season of Company Breakdowns for analysis of Reddit, Databricks, and more! Subscribe to Company Breakdowns' newsletter: https://company-breakdowns.beehiiv.com/ Company Breakdowns is a part of the Turpentine podcast network. Learn more: www.turpentine.co -- RECOMMENDED PODCAST: 🎙️ This Won't Last - Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics. Apple Podcasts: https://podcasts.apple.com/us/podcast/id1765665937 Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz YouTube: https://www.youtube.com/@ThisWontLastpodcast -- SPONSOR: BRAVE The tech world turns to the Brave browser for a private ad platform that respects user privacy. Brave Ads offers first-party targeting, and it’s been cookieless since day one. Join the future of advertising at https://brave.com/ads. Mention “Turpentine” when signing up for a 25% discount on your first campaign. -- LINKS: “The Riff” podcast: YouTube: https://www.youtube.com/@TheRiffPodcast Spotify: https://open.spotify.com/show/6rANlV54GCARLgMOtpkzKt Apple: https://podcasts.apple.com/us/podcast/the-riff-with-byrne-hobart-and-erik-torenberg/id1716646486 -- FOLLOW ON X: @eriktorenberg (Erik) @ByrneHobart @turpentinemedia (Turpentine) – TIMESTAMPS: (00:00) Intro (01:05) AI's Impact on Education (03:33) AI in Self-Directed Learning (06:22) Tech-Enabled Education and Its Challenges (14:40) Byrne’s Take on Kids and Schooling (17:46) Sponsor: Brave (18:48) Meta's AI and Social Media Strategy (22:46) Meta's Financial Strategy and the Metaverse (27:03) Meta's AI Strategy and Its Competitors (30:46) Microsoft's AI Strategy (30:52) The Android vs. Apple Analogy (31:41) Google's Commercial Leverage (32:11) The Importance of Data in AI (33:09) Meta's Open Source Dilemma (33:58) Microsoft's Data Privacy Concerns (34:16) The Uncertainty in AI's Future (34:47) The Role of Ads in Business Models (36:40) Amazon and Grocery Store Economics (41:11) The Future of Email Ad Networks (43:17) Investment Strategies and Market Dynamics (47:42) China's Economic Challenges (50:19) Stripe's Business Evolution (54:37) 24-Hour Stock Markets (59:04) Wrap
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