AI News for End of September 2026

0:08Aaron Good morning, good evening, wherever you are, and welcome back to the Enterprise AI Show. This is your host, Aaron, and for this Sunday's show, we have AI news for the second half of September. It's hard to believe it's October already. What happened to 2026? It's just crazy. But Brian and Brandon talk about Oracle and data center builds, the new wave of agents that have been released, and the trend of consumer AI companies really trying to cross over into the enterprise and how they often start at disadvantage.

0:42Aaron And all of that is coming up right after this break.

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2:22Brian And we're back. And Brandon, it's good to be with you, man. I've been I have been off and about. I've been slacking my duties of trying to hold down the Enterprise AI Show, but you and you and Aaron have been doing a good job. You've been doing a great job. Good to be with you. We are doing the second iteration of this half-month AI news of the month, 'cause stuff is kinda coming fast and furious, and we wanna try and keep up.

2:42Brian How have you been, man? How are you keeping up with all this crazy stuff?

2:45Brandon I'm doing fantastic. I have now 17 different personal agents running my life, telling me what to do, what not to do. They're arguing. So it's just chaos. But I feel eventually if I get enough email or enough agents, they're gonna work it all out for me

2:57Brian Yeah. I do feel listening, y-you, you had, you guys had a good show this past week. You were talking about all the new agent announcements over on Software Defined Talk. I do feel like at this point you need to start… Y- I always feel like you're always like, "Somebody's gonna figure out this calendaring thing.

3:09Brian Somebody's gonna figure out forms." I feel like you need to have a show that's just entirely about agents and forms and agents and calendars, and you're just… you're, I think you're gonna surface a whole bunch of people that are gonna be like, "Oh, I've been waiting for a f- like a place to center our things."

3:23Brian And you may, you may end up figuring out that you started with calendars and then you become like the next Slack, right? Like they started off doing some weird thing and and then people were like, "Hey, what if we turn this into, a, a multi-billion dollar communication channel?" And there you go.

3:35Brandon Absolutely. That is, it's true. People like to give me a hard time o- on talking about the calendaring, the scheduling things. But like I do often like to-- every time there's like a new thing and people are like, "This is gonna change the world," I like to bring it back to the simplest use case that I personally experience every day.

3:49Brandon And Brian, sometimes I do it with you. Like we have to s- schedule some times to talk, right? Or like record. And it's it's amazing to me that over the entire duration of my career, it's generally been the same with when you're outside your organization. Of course, like when you're inside and you're all on the same calendar, you can usually schedule a meeting.

4:05Brandon But and I just think to myself, it's always like everyone's like, "This is it. This is gonna take over." Okay will I still have to email or Slack my friends and colleagues to be like scheduling? So I remain. It's a, there's the Turing test, of course created by, the famous mathematician, and then I guess we'll just call this the calendar test, which is just when will a corporate task be very easy to accomplish with all of this new technology?

4:26Brandon I'm still waiting, and I still haven't got my Muse agent to talk to my Anthropic or OpenAI Dot to work with Claude to schedule anything. I'm still doing that manually. But maybe that's my fault. Maybe I'm just not good enough at using agents.

4:39Brian I think you're just, you're not spending enough time on it. I think you need to spend all of your time on it.

4:43Brandon That's what they tell me. It's

4:43Brian which is the great irony

4:45Brandon I'm not working hard enough with my agents to get them to do what I want. It's my fault." Which is exactly what we want with our new technology

4:51Brian That's right. That's right. I I, we do have to, we are obligated by law to talk at least for a couple minutes about college sports, about especially about college football. What's your take on the year? So far my take on the year is even the best teams that are out there stink. I think Texas stinks. I don't think any- anybody has shown themselves to be really good yet.

5:09Brian But we still love it. We're not gonna not watch it. But I do feel like this is a year where like we're gonna have a lot of like sort of mediocre teams that people say are pretty good, but I don't feel like they're that good this year.

5:19Brandon I think that's generally true, but I also put this in the category of like this is the year that the college coaches just all complain constantly, right? 'Cause it used to be very clear that there was like a pecking order. The top teams basically hoarded all the best talent. They were the best, and for the most part, they beat everyone else.

5:35Brandon And then at the end of the year, somewhere between let's say four and eight of them that we kinda always knew was gonna-- they're gonna work out what the national championship is. But now you can pay people and the, the talent is like much more dispersed, and suddenly it's like all the great coaches are suddenly like all mad because they, everything is wrong with the system because they can't essentially keep all the talent and they have to like actually go out and play much more competitive games.

6:01Brandon Which is, I think, great for us as a fan, 'cause of what you were saying before. It gives a sense there isn't a dominant team. Every week you kinda feel like something interesting can happen. And of course it just reminds me of I just-- it's if you think of college football coaches as executives it's like, yeah, exactly.

6:14Brandon Like you remember all the things you th- you were talking about how great you were and your culture and everything else? It's like suddenly that doesn't matter as much when you don't have these natural advantages. So I always like that when it happens. I like watching college football through the lens of applying it to like the real world.

6:28Brandon And of course the games have been fun and they will continue to be fun.

6:31Brian Yeah. Yeah. No I yeah, no, I, it is it is interesting to watch that for anybody who's paying attention. Apparently there's some new legislation that's just gonna fix everything. It's gonna get all the money thing back in order. You'll feel good about your team again, but we'll see where that goes. Apparently that, that may get signed sooner than later.

6:45Brian I, I do wanna talk about one thing, and I was supposed to be on your show over on Software Defined Talk this past week, and, the, the thril- the real kind of highlight of being on your show is being able to give a recommendation. The rest of the show is fine, we cover a lot of it here as well. But I think giving the recommendation is the most important thing anybody ever does.

7:00Brian And I felt bad because I wanted to give the recommendation to go watch this, The trailer's out. I think the real movie doesn't come out for a couple of weeks, but there's a new movie about the, the blood lady Elizabeth Holmes. She's getting ready to go to jail, and apparently she invited this documentarian person to come live in her house for three weeks before she went off to jail.

7:20Brian And it is, at least from the trailer, and again, maybe the movie's gonna stink, but from the trailer, it is such a good look into some of these just absolutely insane Silicon Valley people that think they are, like, bigger than the world. And so I, I highly recommend it 'cause I do feel like maybe three, four years from now we're gonna be seeing a similar one for Dario or Sam Altman or something along these lines.

7:41Brian But just watching this lady abjectly just lie to this person over and over again, and him just being like, are you lying to me? Are you insane?" That, that was my recommendation, is to at least just go watch

7:51Brandon somehow you've given a great recommendation there, but I think you've even somehow undersold it a little bit. It's not just a documentarian, it's Nathan Fielder who's this performance artist/documentary, and he's done a bunch of crazy things about being a pilot and you have to go see his work. He himself, his-- It's hard to even explain what he makes.

8:10Brandon He makes these, like, awkward kind of like real-life things, and so he's the one doing it. That in itself makes it interesting. But then when you watch the trailer I feel like they have two people. You know how they say, especially on a podcast you don't want there to be dead air, like when they're like…

8:27Brandon nor- human beings will fill dead air. But you watch these two talk, and they seem to be both masterful as "I'm not gonna say one word. I'm just gonna hold it." And even when you're just watching the trailer, you're like, you feel like you wanna say something. You're like, "This is getting awkward." So yeah, I don't know.

8:42Brandon It looks fascinating. I'm gonna have to see it. We have to watch it. That's the bottom line. We'll have… We'll come back in a few weeks. We'll give you official r- our official rec-recommendation on it in

8:50Brian We might have to do, we might have to do one of those things that I know other, what is it? Like Y2K. It's not Y2K, but where there's other podcasts that do this where they're like, "Okay, everybody, we're all gonna watch the movie, and we're all gonna-- We're gonna be like, 'All right, three, two, one, start watching YouTube right now.'" And

9:03Brandon Oh, like a group watch? Okay, there we go. Yeah. All

9:06Brian might have to do a, a rewatch or just like a live watch just to be like, "What is going on right now?"

9:11Brandon All right, I like it. We're doing it. We'll figure it out

9:14Brian We'll figure it out. I think it's in, I think it's in the m- the movie festivals right now, so it probably won't come out for a little while. But yeah, put that on your, put that on your list of things to watch. Maybe around Christmas time, could be coming out around then. All right.

9:24Brandon you with the family.

9:25Brian let's dive in, let's dive into some news. First thing, we do actually have a cloud news this month, even though we're doing mostly AI news. And you threw this in there, so you might know a little more about it. Headline is "Oracle Sends Force Majeure," which I had to remember to go look up. I think that sort of means like act of God, but it means something you can't control.

9:41Brian "Oracle Sends Force Majeure Notice About Data Center Project. Stock, stock drops 3%." What, what's going on here? Is this is this Oracle trying to find ways to get out of these massive you know, financial commitments they've made over the next three to five years?

9:55Brandon I think potentially. That's why I think we should have put it on here. It's one of these things that could easily go unnoticed. So they have this ma- major data center project, I think it's in New Mexico. I think it's called Project Jupiter, and it's whatever. It's one of these major build-outs, and it's one of the reasons Oracle stock ran up quite a bit last year.

10:10Brandon I think we-- I'm sure we talked about it on the show. And then, of course, it's come down quite a bit since then. And it's of course, like there's the perpetual are we in a bubble? Like we, we don't have to have that conversation. But I think what's more interesting is we should just watch what people do or in this case, what companies do.

10:22Brandon So I thought this was a little interesting. It was like they've basically cited… I don't know. And what's interesting in the articles, I was like what actually happened? Did it rain a lot?" What was the like force-- What was the actual thing? But it's a little unclear to me what exactly is going on. There's some pipeline problems and some environmental issues.

10:37Brandon So anyway, they're just citing this as "Hey, if this doesn't finish on time," because of like reason, force majeure whatever the reason's there, "we may need to delay our payments." Okay, so that's the part that I thought was interesting. And I just think it's okay we should just watch this, right? This is maybe nothing.

10:53Brandon It's it's almost like the onset of a cold. You're just sneezing a little bit. Could be nothing. You're just gonna get through. Maybe it's a little allergies. Or it could be like a little bit of like this could be the… Because this is what normally, this is how this stuff goes. I don't have to tell you.

11:06Brandon It's like the companies don't wanna pay this money back, and then all the things people have been saying about how like it wasn't on the balance sheet, and it's held in this other company, and the lawyers get involved, and all this weird Latin phrases get involved, like force majeure, and like somehow they're not paying.

11:22Brandon And then that's a sign that like we could be in a little bit of trouble. So I don't-- I'm not saying anything's happening now. I think this is just like I wanted to put it on here and be like, we should note this, right? We should know exactly whatever, whenever, October 2026, just be like, "Okay, we saw a little thing here that gave us a little bit of trepidation, and let's watch it."

11:41Brandon And then if we see another either Oracle or another company kinda do this, it's like that would be a trend. If not, we'll just, we'll say it's a one-off thing.

11:48Brian Yeah, I, this is I feel like and I always get the ac- I always get the letters wrong. Is it XKCD that always has that picture that's here's the enterprise stack, and then there's one little thing at the bottom that's hey, random guy

11:57Brandon everything up, right? Yep.

11:58Brian holding it. I feel like there's been a lot of people who have, gotten real fancy and built these charts that show all the sort of circular financing between NVIDIA has, sells to these companies, but also find… and those are all cool and whether or not people understand circular financing or not, who cares?

12:13Brian I do think we need, somebody needs to make the great diagram that is like how, whose money is holding up other people's money, right? 'Cause I think that's the one that's more interesting because if this is one where you go, okay Oracle has money in these data centers, and that money is propped up, and how much of that money is propping up these other things that are pr- Like, I think we need a propping up chart, and I don't know what the exact name for a propping up chart is.

12:35Brian Maybe it's like a, a Jenga chart or something along those lines. Cote would probably know. He always knows the names of all the charts. But I feel like that's what we need, right? The same way that there's like the, the clock in Times Square that tells you what the the national debt is. I think we need some sort of Jenga thing.

12:48Brian And maybe that's, maybe we actually, maybe that is something that, that the "Enterprise AI Show" should try and patent the same way that the the Magic Quadrant has a thing. But we should have the Jenga chart of AI, try and come up with something, and then people can beat up and say, "No, that's wrong.

13:00Brian It's, y- this block is more important than that block." But I feel like that's the thing people wanna understand, less than the sort of fancy circular charts, because that doesn't really tell them anything.

13:08Brandon I re- I really like what you're going there because it's almost like outside of all the circular financing, it's like you probably have the prop is probably like boring construction company. It's like this company has poured concrete and bought this land and hired these contractors, and like they don't have any stock, and they don't care.

13:25Brandon They actually have invoices where they have to pay for the physical things. 'Cause that's probably on the other end of this is like what it is, right? It's like all the people that are actually building the things, which are probably like boring, contracting type companies and no, like we need money to buy the, to build the thing, and if you stop paying us, then like we're leaving.

13:42Brandon We're not like we're not gonna build

13:44Brian It would it would be the great irony that like every- everyone talks about like the Mag 7 and stuff, which Oracle's not really part of the Mag 7. If Oracle ended up taking down the entire AI industry and you were like, "Man, nobody was looking over there." Nobody was… I don't I don't even feel like Ed Zitron really yells about Oracle all that much.

14:00Brian But maybe this is, maybe you have uncovered sort of the, the beginning of the Jenga board the

14:04Brandon we'll watch. We'll continue to watch. We'll see if this, this actually loosens the Jenga tower or if it was just

14:10Brian That's right. So if CNBC wants to have you on or Jim Cramer or any of those folks, you are available

14:14Brandon I'm available. Absolutely

14:15Brian interviews. It does feel like th- these last two weeks, because again, we're trying to do this in two-week chunks. It feels like the last two weeks has been all about people launching new agents. And, it's like they're… we've been talking about agents this year. Everyone's "Oh, this is the year of agents," and, there's lots of agents and stuff.

14:30Brian But it does feel like there was a, a new, I don't wanna say like a whole new paradigm of stuff, but it does feel like some new interesting stuff came out. Meta launched Muse, OpenAI launched Dots OpenClaw Enterprise got launched, which was interesting because OpenClaw sort of rolls up the, the guy Peter, who invented Claw, OpenClaw now works for OpenAI, so it feels like OpenAI has their proprietary version with Dots, and now they also have OpenClaw Enterprise.

14:54Brian I know you've been, obviously a- around the, the agent space quite a bit. Any thoughts out of all these things that, jump out at you amongst any specific one or all of them as a whole?

15:04Brandon I don't know. Is it too simple to say I find it all a bit confusing? There's so many different agents and things like that, and, I watched several of the keynotes. I watched the Meta keynote with Zuckerberg, and they went through the whole Muse thing, and it… N- the big thing there was all about the glasses, and now they have this charm thing that you're gonna be talking to it all.

15:21Brandon But it If I was just to step back, it puts inside this idea of everybody wants a chief of staff in their life, right? That's kind of the metaphor that keeps coming up, where it's like you have this chief of staff, and the chief of staff can just do things for you, and you just tell it what you want it to do and life will be great.

15:39Brandon But then when you actually start using these things, it's I don't know, man, this is a lot of work, right? I gotta go in and keep my Muse agent. I gotta name it. I gotta kinda tell it what I want it to do. I gotta make sure it stays on track. I'm supposed to give it goals, but then that's causes me to do, like, more self-reflection.

15:54Brandon I'm just like, this is just a lot of work, this… I don't, I don't, I don't know if I wanna sign up for all of this. That was my… And then, of course, it's I don't know. I'm not against the glasses thing at all, but it's you s- Zuckerberg wearing it, and the glasses do look a lot more normal. So that's one thing.

16:08Brandon That's the one thing. It's like you could wear these glasses and it'd be like, look like a normal human being, right? Not like you're j- walking around with a giant Vision Pro on your head or the

16:15Brian it would have been one of those thing, like it is one of those things where you look at it and you go, th- anytime they come out with stuff that you're supposed to wear, there, there's a certain part of it you're like, "Is it functional?" And, since it's a, it's a piece of wearable, is it sexy? Is it fashionable?

16:30Brian And you would've thought at some point instead of coming out with, the big honkin', black nerdy glasses that, have been the stereotype of nerd, like he would've at least just come out with like the Tom Cruise Ray-Bans and just been like, "Yeah," like this is universally accepted as cool, and then there's some, there's some nerd technology behind it.

16:46Brian But I don't know. I feel like every time there's a wearable thing, there is a certain aspect of it of is it functional, but also would I wanna wear that thing? And I still don't think, Zuckerberg… Zuckerberg seems to feel like, every couple of years he's like, "I'm gonna come up with the new fashion thing.

17:00Brian Like I got the big chain now I got the glasses." And you're just like, dude, nobody's ever thought of you as like a fashionable person. Why do you keep putting yourself out in front of this thing? And I think part of it's like I'm the CEO so I'm gonna do what I wanna do. But like he doesn't seem to get that part of the…

17:14Brian Or actually none of the technologists seem to get that part of the thing. So I don't know. But yeah, I think

17:19Brandon I th- 'cause they're build… I think what they're trying to do is they're taking their… this is like what I was talking about in product management, the, the classic mistake is to you assume you're the customer, and you kinda take what you want, and then you then you build it, and you're like, "Nobody want," people don't know what you're doing.

17:31Brandon And you're like you should've talked to them earlier." You needed to talk… And I do think it is, and it's just interesting in general 'cause I just kinda watch it all the time like, I don't know, man. I have this phone, I have AirPods I can talk to it all. It's like, do I don't know. Do I need these glasses?

17:43Brandon Like, why exactly do I need all these glasses? What am I doing with it? And they show all these different I don't know, contrived use cases, and you're like, "Yeah I guess I could do that, but I probably won't do that." You know what I mean? I'll probably just walk around with my AirPods on and listen to stuff and talk to my agent, at least initially that way.

17:58Brandon But I guess the big thing that, you know, that they maybe did figure out, and maybe this is a little bit to OpenCloud, we have to have your

18:04Brian I'm gonna, I'm gonna, I'm gonna do an open, an, an OpenCall Enterprise show here pretty soon. I've got a good contact for

18:08Brandon All right, yeah, you got 'cause you have context here, but I was feeling, part of me, and then this qu- the opening question I would've asked them would've been like, it feels like all of these agents are just taking the ideas from OpenClaw, right? And what was the most… I can't remember. What was the thing called before OpenClaw?

18:22Brandon Anyway, it's almost like the I forgot the name. I can't believe I forgot the name of it but

18:26Brian it was OpenClaw, and then it, then you had Nemo Claw, and then you had all the

18:29Brandon Yeah. So whatever it was, all the things. But like this idea that like you just need to have a computer dedicated to you to do stuff, like it does feel like they've all taken that. Like Muse, that's the one thing you can. Muse, you basically get a computer in the cloud, right? And you can just have it do stuff, which is nice, which is like you don't have to mess around.

18:46Brandon If there's something you do every day, scan these articles and send me a summary or anything like that, that's kinda nice. But it's been around for a while, so if you haven't done it, y- it's new to you, but it's also a lot more convenient. But a lot of that I was just getting-- Where I was going with that, and that's what'll be interesting when you have the person on, right?

19:02Brandon Talk to him. It's yeah, a lot of these ideas are just being lifted in a good way, I think, out of OpenClau and let's make it easier. Like human-- regular people aren't gonna have a computer at home dedicated to OpenClau, so let's give them a computer in the cloud. So that part I kinda like 'cause it's it's kinda normalizing some stuff we've been talking about.

19:17Brian Yeah. I feel like there's, I feel like there's three pieces to this whole thing, right? Like I, I think the, the Muse thing was interesting to me like I I'm a little bit like, like Matt Ray, like I, I don't necessarily wanna trust Facebook with a whole lot of things. But anyways, I think the one thing that was interesting was they are essentially like we're giving, to a certain extent everybody on the planet their own virtual machine.

19:38Brian And you're like, okay, that's one good thing because in, in, in theory you're like, okay, it's in the cloud. That should allow a lot of different things to interconnect to it. So whether I'm on my laptop or I'm on my phone or sometime I'm, I'm somewhere random, but I'm like, "Ah, I wish my agent would do something."

19:51Brian So I think like that's a step forward is you're like, okay, you don't have to think about do I, do I have to have a machine running at my house, and how do I get that out onto the internet and all sorts of like complex nerd stuff. You're like, okay, that's a step forward. Now is Facebook the best company to do that?

20:07Brian I don't know, right? But like you look at that and you go, that feels like a step forward because people don't wanna manage their own computers, at least in the masses. And oh, a- and by the way if you're thinking about this long term, you're like, that probably means that AMD and Intel stock is probably gonna go up a lot, 'cause if they just literally gave out, a billion computers to people that are d- basically running on CPUs, somebody's gonna make a lot of money on that.

20:29Brian So you're like, okay, maybe those two things will go together. Not financial advice. The second thing I feel like is nobody's quite answered the thing that says okay, so I have an assistant, and I feel like the, the thing that you always have with an assistant, whether it's a personal assistant or now a, a bot assistant, is you're like Who do I, like who do I blame when it screws stuff up?

20:48Brian And that always is the thing that's like, do I wanna give this access to my bank account? Do I wanna give it access to my credit card? 'Cause you're like, I know what I want, but if I'm con- and I guess it can learn and figure out those sort of things, but you're like, I also don't want it to screw up and then all my money is gone or something.

21:03Brian And I don't think they've quite captured the essence of what should that experience be, right? It's still super, super open-ended and so on and so forth. And, like they, they don't really get into being like, "Yes, we have all these security controls," but you're like, yeah, but, and, that's 50 different knobs and stuff.

21:19Brian I don't really know how to do that. And then the third thing and which I think is the ultimate question is they always go this is gonna let you focus on the important stuff," right? It's like, "Don't worry about the other stuff. This is gonna help you focus on the important stuff." And I feel like that's a, that's like the big open-ended question that most people don't really think about, and I don't even know how you go about thinking about that question.

21:40Brian Okay, let me take my entire life, what's the most important things, and then I want to give everything else to this thing to do. And I feel like that, that open-ended question, which obviously can mean a lot of things to a lot of different people, like that, that feels like something Apple would work through for you, and the rest of them are all just if you give them 57 different nerd knobs, they'll sort out what's important in their life, and they'll figure it out.

22:01Brian And it feels a little bit like Android versus Apple at this point for those, those big things. But I do think the giving everybody their own computer, and I think others will emulate this, is a big step just because it's oh, that's a thing. It's probably secure. I don't have to manage it. I can get to it from anywhere.

22:19Brian It'll figure out things like MCPs and other stuff for me, and I'll pay some, nominal fee per year, 50 bucks a year, 20 bucks a month, or whatever it is. I think that feels like a big step that, might not feel huge but does feel like a huge thing if you want this to work for the masses.

22:35Brandon I agree with you, and this kind of brings up something I've been thinking about, like maybe the agents are just in the wrong place. 'Cause right now it's like the thought is like you, Brian, have a personal agent, and you delegate all these tasks to. And I think sometimes, like if you invert the idea, it's like, no, what you really want is when you're taking action on something, you want at that moment an agent to maybe offer to do some things for you, and then you can decide to do it.

23:00Brandon And if you think about that, the idea is you're at the doctor's office and they hand you a form, right? And it's like what you would like at that moment to be someone be like, "Do you want me to just fill this form out for you? Do you want me to just put all the information on there and hand it back, and look at

23:13Brian point your phone at it. It goes

23:14Brandon And yeah, 'cause at that moment, like that's… You know what I mean? It's like you want all that to just work, right? Because you know at that moment, like you writing the form down, at least when I get forms, like half the time I'll mess it up, right? But it's like you… And it's the same idea as like you just when I'm like, 'cause I I just wanna I don't want to be thinking about all the things I wanna delegate.

23:32Brandon It's as I'm doing things, what I would like is these things to jump in and be like, "I can take this from here if you want it." Because, 'cause at that moment you have the context to be like, "Yeah, this is an easy thing or s- an unimportant thing. Just do it." Or vice versa, you may be like, may, imagine you're at Home Depot.

23:49Brandon It's like no, I wanna select the paint color. I actually, 'cause I have an opinion about it." But then once I've selected it, maybe I want "Yeah, go out, have the paint mixed, get it ordered," and all that. And so I think the idea of just us being like, like you're the center and the agent, you have to work on the agent versus like just having these agents either be around you or like even from somewhere else.

24:08Brandon It's like, "Hey, I see you're doing all this. Let me take it from here." And then you f- looking at it and be like, "Yep." Just like you would work with a usually like a someone on your staff, right? Like you kinda get to a point that that person you think knows exactly what needs to be done, and you're like, "Just do it."

24:21Brandon You're like, "You… I don't wanna hear, I don't…" I said, "I don't wanna hear anymore. I wanna just please finish the task for me. I'm not worried about it anymore." But that may, there, there was a point where you're like, there's maybe 20 minutes of conversation before you got to that, right? So I like the idea and I think maybe that's just it's like the agent should be around us, not maybe like with us all the time, if that makes sense.

24:40Brian Yeah, and I and that's the piece I feel like we're we haven't quite figured that out yet, right? So like you, you do a whole bunch of stuff, and you probably have 100 skills sitting in your Claude account, but they're they're in Claude, but they're local to you and you can only do it, but like there's not necessarily an easy way to be like, "Oh man I, I just talked to my friend and he's running the same problem I have."

24:59Brian Here's my skill." Like you just, you want some easy way to just be like, "Hey agent, help Mike out," right? Like you don't want to have to be like, "All right, let me go in my skills folder and transfer it to you so that you can do a thing." And yeah, I don't think we've quite figured out the interaction for it yet, whether it's like on a personal level with like you and Home Depot or you and your doctor's office or even just hey, you've got, six people that you work on work projects with.

25:22Brian How do you make that work so you're like, all right, the right people go to the right meetings. If you don't really have to be at the meeting, but you do need to get the status update, like your listening agent goes to the meeting and it it figures out those sort of things from, I don't know, from the agenda or from the action item list of the last one or whatever.

25:39Brian I don't think we've we haven't quite figured out the way to to do the thing that we would do as, as humans, which would be like, "Hey, I got to send somebody an email or send them a Slack," and we'll work out like, "Hey, do you have some time to work on this?" But yeah, I do like that idea that you're just like it's there, but you don't have to think about it necessarily being there, or you don't have to think about being like, I got to manage the thing.

25:58Brian And I don't know what that structure is yet, but it

26:01Brandon But I do find like on the individual level, for all the people that are using any type of coding agent, and even if you're not doing a coding project, like this is how I feel like you get better at using those agents is like-- 'Cause I will often start with like just do the slash plan, describe kind of what you wanna do, build a plan for it, but then you start talking to the agent, and it start-- Because it's not always obvious about like what it can do and what you should do.

26:23Brandon And I have these conversations with the agent all the time. It's okay, w- highlight the things I need to do, and then highlight… And then sometimes I'll go back like do you think you can do that?" And it'll be like I can, but you gotta give me an API key and do this and this." And then maybe I make the decision.

26:34Brandon I'm like, like if it's something that's gonna happen a lot, I'm like, maybe I should tend to spend a little time trying to make this automated and let the agent do it. Other times I'm like, ah, it doesn't matter. I'll just like it needs me to click on a box here. I'll just do that real fast. And it's and that-- But that's like we're working together versus like I have to think about the agent all the time and like the agent's in the cloud and what's it doing now and stuff like that.

26:52Brandon So I don't know. It's just interesting going forward. We'll see where the agent actually lives.

26:55Brian The other thing I'm wondering, it does feel like, if we look at some of these things from the perspective of okay, so this new one's named Muse, and then you've got Dots. It does feel like they, there is some group of people who are like, "Okay we asked the engineers what we should call this thing, and they came back with things like Death Hammer and Gozar the Gozarian and Blunt Force," or what, and they're like, "All right, no, we can't do that 'cause people are afraid that AI's gonna kill us.

27:18Brian I need to just get some people to go out and just go hang out in like the soft, cuddly section of eBay or Etsy or whatever and just figure out some names. Come up with some things that, make people think this thing won't be so scary." It feels a little bit like when people were like, "Oh, hey, I'm watching 'Ghostbusters,' and hey, there's the Stay Puft," and, Rick Moranis thought about the Stay Puft Marshmallow Man, and people were like, "Oh yeah, he's totally cute and cuddly," and all that sort of stuff.

27:39Brian And then he became, the Stay Puft Marshmallow Man in "Ghostbusters" and destroyed the city. But it does feel like there was a conscious effort to be like let's not make something that sounds like it might kill people," 'cause,

27:49Brandon funny 'cause I've really largely outsourced it. That's the onboarding experience for Muse is you see the the weird Teletubby person. They're like, "What should I call you?" I'm like I'm not gonna be creative here. I'm just gonna call you Muse." But people give her different names and Sam Altman he named his Dots I can't remember.

28:02Brandon He gave them names, and so it's kinda like pets, is what… But again I guess we're so far down, like, making human be- trying to make all this look like human beings and pets and stuff, it's like, it's a weird metaphor. You're like,

28:12Brian But it does feel like we're on the sort of second layer of this 'cause it was like, all right, version one was Siri and Claude, and people were like, "Ah those don't feel that cuddly."

28:19Brandon Yeah, everybody, that's true. The definitely the people that design funny-looking mascots that look like children's toys, they're making a ton of money right now. The Dots kinda look like the Muse mascot, and they all have they're all colorful and squishy and friendly. So it's I don't know, it's almost like we're all back in preschool.

28:34Brandon We're playing with our our squishy our agents

28:36Brian Exactly. Yeah. It's, So yeah, that'll be interesting to watch. It'll see- be interesting to see if Anthropic comes out with something soft and squishy. A- I don't know what An- Apple seems to still be stuck on Siri, but it does feel like there's an opportunity for them to come up with something different.

28:49Brian In, in, in, in potentially happy news for the AI CMO Anthropic Dario did put out a, an X post that they discovered a new enzyme in some sort of DNA. So as much as we've been saying like, "Hey, could you guys invent something that would be like good for humanity?" It does feel like they, they figured out something but it's, like it doesn't seem to have gotten any news whatsoever.

29:10Brian So I think people are it feels like people are like, "Oh yeah, okay, yeah, that science stuff, I guess maybe you'll figure it out." But let's get back to the killing people sort of thing. But I thought it was interesting that they published this. He made, a long post about it, pre-IPO. I feel like there's not enough of these things coming out of Anthropic, but maybe this

29:25Brandon are a bunch, like I guess it was more OpenAI. There's that, that week where they solved all the hard math

29:29Brian Oh yeah,

29:30Brandon few… And it's I think the problem is it's back to the CMO stuff. It's it's not like the stuff isn't important, it just doesn't r- you know, it's like it is if you're in the CMO meeting. It's like, "I-- listen, I know what you did was really important, but I'm not sure anybody will really care about this." They'll see about it because like you first you have to explain the math problem, and that, of course, as soon as you do that 75% of the audience isn't listening.

29:49Brandon And then you explain how it was solved, and now five people are listening. And so it's can't we just I don't know, like just make everyone like more rich or something? Is there something simple we could do? Yeah. Isn't there some way, like people don't have to eat less and they can still stay in shape?

30:03Brandon Or that's-- 'cause that's the kind of stuff people want. They don't, no one wants to be like, "Oh, the really hard math problem that you didn't really understand is now solved

30:09Brian Yeah, I think if you asked most people, you'd be like, "Hey math, is it solved?" They'd be like, "I don't know. Yeah, they put people on the moon. I'm sure they've solved math," so yeah, that one's, that was interesting. But yeah you would think they would be like, "Hey just, hey, good news. You can have a Snickers every day, and you're gonna lose weight, and you're gonna live five year…" They'd be like, "Fuck yeah." "Oh, good job, AI.

30:26Brian High five."

30:27Brandon High five, let's get more of that AI stuff. Let's get more data centers out here

30:30Brian Exactly. So all right, last story I've got. Meta apparently stole MongoDB's CEO like right before their earnings call to, to become the head of Meta Enterprise or, rolling out, Muse and other stuff into the enterprise. Why is Meta doing this? Wh- why… they are a gigantic consumer company. They have tons and tons of good consumer stuff.

30:50Brian Why do they think they wanna be in the… Is, are they only going after the enterprise because they're like, "Oh, it seems like Anthropic and OpenAI are making a bunch of money in the enterprise, so we need to be over there even though we really have, no place in being in the enterprise"?

31:03Brandon Yeah, I think that you just answered it. It's the height of hubris. It's when you have so much money, you can do anything, right? You do whatever you want, and they're going to definitely fail at this. I've al- ranted on this with other pod-po-podcast, but it's to make the short story long, it's just to say it's when a consumer company tries to get an enterprise they're basically at a deficit, right?

31:21Brandon 'Cause all the things they're good at actually are, like, things that are not going to make it easy for them to be an enterprise company. So it's better to just have nothing, to be nothing and start that way.

31:28Brian be like, "Yeah, not my space."

31:30Brandon We've als- I don't know. It depends on where you've worked. I've worked at several places that had Facebook Workplace, and it never… It was, like, always a weird thing to have at a workplace, and then finally they just ended it. And it won't shock me here's a prediction I would, put some money on. It's like, whatever, three years from now, this Mongo CEO will leave and they'll wrap, they'll wind this division or this group down, and will have done basically nothing, and it will have wasted, a ton of money 'cause it's just, it makes no sense to me.

31:54Brandon And I guess I can only imagine how much money they must have had to offer him, right? 'Cause to leave… this is a whole thing too, less about AI. It's just leadership. You're the CEO of MongoDB. You've been there a year, not e- not even a year, right? And I'm sure you've given many speeches about culture and buy-in, and you leave the week before.

32:15Brandon I think it's not a day… It's not earnings. I think it was actually their analyst day. The week before you've flown in your top analyst to show them why this company is positioned for greatness, you just walk out the door. I'm like I'm like, this is even at a lower level, an individual contributor level, that's kinda, like…

32:34Brandon you would kinda look at the person and be like, "Really? You gotta leave right now? You can't wait a week?" And It's crazy to me

32:40Brian yeah, you know how like Steve Job-- was it Steve Jobs? Yeah, Steve Jobs famously went after John Sculley when he was like running Pepsi or he was running some division of Pepsi, and he was like, "Do you want to change the world or do you want to sell sugar water for the rest of your life?" I wonder if Mark Zuckerberg went to this guy and said, "Hey, do you want to do databases?

32:57Brian Not even Larry Ellison cares about databases anymore. Do you still want to do databases or do you want to change the world with fuzzy, cute, bouncy agents and stuff?" And he was like, "I want to change the world, man. This is my chance. I'm gonna change the world." And and he's drank the change the world Kool-Aid, which, most people don't get to do.

33:12Brian But yeah, I suspect he made a statement like that. Like nobody cares about

33:15Brandon I think he probably made a statement like that, but he followed it up with a "You want all this money I have here? You want all this money and this stock? You want the MongoDB stock or you want the stock that I got tons of it. I'm minting billionaires over here in my division. Do you want to see?" like,

33:27Brian was like, "Hey, I don't know if you've recognized I burned through $80 billion. I changed the name of my company to Meta. Nobody cares. We're still

33:35Brandon And no one blinked. Did you see how much money I just paid all these AI people? I'll make you one of them. So the part of me like, listen, when the money truck shows up, like I get it, but like later on when this-- when he's at Face- or Meta and he's giving this pitch about how important it is to buy in and the culture and stuff like that, we should be like, "Hey, didn't you spend 11 months at your last company and leave the day before the-- one of the biggest, most important days because of money?"

34:00Brandon So let's just, let's-- it's kinda back to where we started this whole thing with the football coaches. It's like, whoa whoa, Mr. Football Coach, like you just told us how important it was to buy in, but didn't you just quit your job like six months ago to come over here for some more money? Can't we all just have a little intellectual honesty before we-- you start shoveling this down my throat that I'm not bought in enough?

34:19Brandon So that's just crazy. But anyway, I think the whole thing is just-- it doesn't matter because it's a rounding error to what they're actually already spending. But I'm like this seems like a absolutely a waste of time and money that Facebook or Meta will have any enterprise success

34:34Brian Yep. All right, that's a good place to wrap it up there. Folks, when the m- when the money truck shows up, definitely get on board. But yeah, hold your hubris for yourself. Keep that to yourself, all right. With that, man, we're gonna wrap it up. Good two weeks of AI news of the month and one, one little cloud news of the month.

34:47Brian Folks, with that we're gonna wrap it up. Thanks for listening. Thanks for telling a friend, and we will talk to you next week Thanks for listening. Check us out at theenterpriseaishow.com for past shows, newsletters, and all things enterprise AI