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From: PodWire <briefs@mail.podwire.ai>

Krishna Rao: Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence

PodcastInvest Like the Best

GuestKrishna Rao (Anthropic CFO)

Duration1 hr 16 min

TLDR

Anthropic CFO Krishna Rao explains how compute is the fundamental resource that determines everything at the company. The core thesis: returns to frontier intelligence are not slowing down.

Key Takeaways

1.Fungibility across three chip platforms is a multi-year investment. An orchestration layer that runs workloads dynamically across Trainium, TPUs and GPUs is what Rao believes makes Anthropic the most compute-efficient frontier lab.

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From: PodWire <briefs@mail.podwire.ai>

Adam Foroughi: AppLovin, Axon 2, and Building a $150B Company

PodcastFounders · David Senra

GuestAdam Foroughi (AppLovin Co-Founder & CEO)

HostDavid Senra

TLDR

AppLovin's CEO explains how relentless focus on product quality, ruthless hiring standards, and a contrarian AI-powered ad model built a $150B company with 400 core people.

Key Takeaways

1.Axon 2 was the singular inflection point. The deep learning ad model lifted AppLovin from a ~$4B market cap to a peak of ~$250B in roughly two years after its April 2023 launch.

STEP 03

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Software custom briefActive

You are a software investment analyst. For each episode, surface:1. Key Takeaways2. Forward-Looking Statements3. Key Themes for Software4. Names & Tickers with Context

2 of 5 saved

From: PodWire <briefs@mail.podwire.ai>

Adam Foroughi: AppLovin, Axon 2, and Building a $150B Company

PodcastFounders · David Senra

GuestAdam Foroughi (AppLovin Co-Founder & CEO)

HostDavid Senra

TLDR

AppLovin's CEO explains how relentless focus on product quality, ruthless hiring standards, and a contrarian AI-powered ad model built a $150B company with 400 core people.

Key Takeaways

1.Axon 2 was the singular inflection point. The deep learning ad model lifted AppLovin from a ~$4B market cap to a peak of ~$250B in roughly two years after its April 2023 launch.

Software custom briefActive

You are a software investment analyst. For each episode, surface:1. Key Takeaways2. Forward-Looking Statements3. Key Themes for Software4. Names & Tickers with Context

2 of 5 saved

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FAQ

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Which podcasts are supported by PodWire?

Any podcast with a public RSS feed, which covers virtually every major business, tech and industry show. Search the public directory inside the app and subscribe with one click.

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Every brief is a one-screen document with the same structure: a TLDR at the top, key takeaways, and implications. Skim in a couple of minutes and listen later only if it matters. On Business, you can also save up to five custom prompts and activate one to reshape every brief to what you care about, e.g. "pull out anything about the future of the software industry in addition to key takeaways."

How is this different from Snipd, Podwise, or just reading transcripts?

Snipd and Podwise are consumer tools built for casual listeners and you have to open an app to use them. Transcripts are 90 minutes of raw text with no structure. PodWire is built for people who need information: structured briefs delivered to the inbox you already work in. No app to open, no transcript to scroll, no clip library to maintain.

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Yes. A 7-day free trial on Pro and Business. The free plan stays free forever, so you can keep using PodWire on three shows even if you don't upgrade.

Add the podcasts you follow. Your first brief arrives within minutes of the next episode publishing.

Start your free week

Real-time podcast summaries delivered to your email inbox

Follow the conversation. Skip the listening.

Subscribe to the podcasts you follow.

An email brief arrives within minutes of a new episode publishing.

Adam Foroughi: AppLovin, Axon 2, and Building a $150B Company

Customize what each email brief focuses on.

Built for anyone who follows podcasts, tuned for decision-makers.

Plans

Common questions.

Add the podcasts you follow. Your first brief arrives within minutes of the next episode publishing.

Real-time podcast
summaries delivered
to your email inbox