TBPN · 23 Oct 2025 · 3h 23m
AI Buildout Meets Capex Wall, The Browser Company Effect | Drew Houston, Jacob Andreou, Adam Fry, Ian Rogers, Molly Cantillon, Jonny Dyer, Mike Shebat
WithIan RogersJacob Andreou
MentionsDrew Houston
About this episode
(01:35) - The Browser Company Effect
(13:54) - AI Buildout Hits Fab Capex Overhang
(40:04) - 𝕏 Timeline Reactions
(01:11:56) - Jacob Andreou, leading product and growth at Microsoft AI with a focus on Copilot, previously held a similar role at Snap from 2015 to 2023. In the conversation,… More on the show's page
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