Brendan Foody

speaker

1,144 appearances 2 recordings 2 series first heard Jun 2026 last heard 1 Jun

Brendan Foody’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

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Building defensibility in the software layer on top of the models is going to be incredibly difficult.

I think over the last two years, everyone has increasingly realized that the model is the product.

We have the demand to double overnight.

We just don't have the capacity.

Like right now, we're spending more on tokens for our internal agents than we are on employee headcount.

I think we're seeing in real time that services are getting automated.

I could definitely see one of them being a $10 trillion company, maybe even significantly higher.

How much does it cost to hire a high-quality AI researcher?

Oftentimes it would be in the tens of millions of stock per year.

So there was an incident.

All of the other parts are false in that we obviously handled it very quickly.

We were in touch with customers.

We moved incredibly fast at engaging Mandiant and a bunch of other security consulting firms.

And the company has been crushing it ever since.

We've expanded our relationships with all of the frontier labs and added 300 million in net new ARR in the last 60 days.

300 million in 60 days.

It's been pretty crazy.

Yeah.

Keeping us busy.

Where were you when you found out about the hack and what did you do?

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