TD The Data Exchange with Ben Lorica

Podcast

The Data Exchange with Ben Lorica

A series of informal conversations with thought leaders, researchers, practitioners, and writers on a wide range of topics in technology, science, and of course big data, data science, artificial intelligence, and related applications. Anchored by Ben Lorica (@BigData), the Data Exchange also features a roundup of the most important stories from the worlds of data, machine learning and AI. Detailed show notes for each episode can be found on https://thedataexchange.media/ The Data Exchange podcast is a production of Gradient Flow [https://gradientflow.com/].

Website ↗ Last published 31 October 2026 317 posts collected by Sputnik

Said on The Data Exchange with Ben Lorica

“Those companies will come to their next round of funding and need to show they have been meeting the claims they were making before. I think a lot of investors, both existing and prospective, are going to be disappointed at what will be posted. And I think we will have a crisis around that. Whether NVIDIA will be able to backstop everything, I do not know.” — Evangelos Simoudis, The Data Exchange with Ben Lorica
Evangelos Simoudis · 31 Oct 2026 Listen →
“People always say the open weights models are just distilling the proprietary models. But as long as the proprietary models keep improving, the open weights models are going to improve. The analogy I've come to like is water skiing. A water skier is being pulled by a speedboat. The skier can go as fast as the speedboat, or maybe even faster, but can never get ahead of the speedboat.” — Ben Lorica, The Data Exchange with Ben Lorica
Ben Lorica · 31 Oct 2026 Listen →
“It would be a good first step if the government requires these companies to fully disclose all of these incidents, because I'm very concerned that we are being drip-fed more breakouts of these agents. I'm not trying to start a conspiracy rumor, but I think there are a lot more problems than we know about. And it would be even more unfortunate if there are problems the AI providers do not know about.” — Evangelos Simoudis, The Data Exchange with Ben Lorica
Evangelos Simoudis · 31 Oct 2026 Listen →
“The way I put it is that the public shareholders buy economics, whereas they do not buy control. And that is very different from what we've seen in the past.” — Evangelos Simoudis, The Data Exchange with Ben Lorica
Evangelos Simoudis · 31 Oct 2026 Listen →
“Even if you don't use the business logic of these SaaS applications, they hold a lot of data now, and they're not going to give you that data from their warehouses for free. We see Salesforce already starting to make moves in that direction, charging for access to the data even if you're not using their application. So I don't think we're going to have a SaaS apocalypse in the way it was envisioned, but we're definitely seeing implications from the success of the AI boom.” — Evangelos Simoudis, The Data Exchange with Ben Lorica
Evangelos Simoudis · 31 Oct 2026 Listen →
“During experimentation there is a lot of switching between models and between tools. But once you start moving to deployment and making decisions, the switching, whether at the model level or the application level, goes away, because the enterprise cannot afford it. Be very difficult then to dislodge them, and we've seen it over the years in information technology. And that then becomes their moat.” — Evangelos Simoudis, The Data Exchange with Ben Lorica
Evangelos Simoudis · 31 Oct 2026 Listen →
“I think it sent a clear signal to more conventional enterprises of what an AI-first company can achieve. And I think it sent a signal to the software companies, including SaaS companies, which have better economics per employee than traditional enterprises. But the number Anthropic has posted is just the next level up. That is going to call into question what companies like ServiceNow, Salesforce and Workday can do, and if you go further down, SAP. There is now a bar to cross.” — Evangelos Simoudis, The Data Exchange with Ben Lorica
Evangelos Simoudis · 31 Oct 2026 Listen →
“Show me the specification. Show me your specifications, the properties, what you have verified, right? Someone can formally verify my property is just true. It's basically saying there's no property. You are not making any claim… We should be aware of claims like my code is formally verified without explaining exactly which properties have been verified.” — Leo de Moura, The Data Exchange with Ben Lorica
Leo de Moura · 29 Oct 2026 Listen →
“When Claude Code and some of these other tools come out, you get something like an 800% increase in the amount of lines of code written. … To the point where if you actually look at real releases of the world, it goes up 20%. So from 800% to 20%, right?” — Neil Thompson, The Data Exchange with Ben Lorica
Neil Thompson · 15 Oct 2026 Listen →
“Verification isn't just verifying does this case exist ... An AI writes a claim and it says this case supports this claim. That could be a legitimately real case, but it has nothing to do with the claim, or it has everything to do with it, but the claim is maybe just slightly hyperbolic to what the case said ... That's the nuance of judgment legal experts provide. And that's where AI systems are tough today.” — Joel Hron, The Data Exchange with Ben Lorica
Joel Hron · 8 Oct 2026 Listen →
“It's a little bit of a hot take, but I really do think that an agent is an LLM in a for loop with some tools, some memory, and perhaps some guardrails.” — Maarten Grootendorst, The Data Exchange with Ben Lorica
Maarten Grootendorst · 20 Aug 2026 Listen →

Hosts

The Data Exchange with Ben Lorica is hosted by Ben Lorica and Jenn Webb .

Recent Episodes

  1. 31 Oct 2026

    The AI Boom Is Impressive. Can It Last?

    With Evangelos Simoudis

  2. 29 Oct 2026

    When AI Writes the Code, Who Proves It Works?

    With Leo de Moura

  3. 22 Oct 2026

    Let Domain Experts Build the Agents

    With Akshay Sharma and Nick Ung

  4. 15 Oct 2026

    AI Is Coming for Tasks Before It Comes for Jobs

    With Neil Thompson

  5. 8 Oct 2026

    Why Build Your Own AI Model When Frontier Models Already Exist?

    With Joel Hron

  6. 1 Oct 2026

    Why AI Makes Games Worse—and How to Make Them Better

    With Piero Molino

  7. 24 Sep 2026

    What Comes After Transformers?

    With Zuzanna Stamirowska

  8. 17 Sep 2026

    Inside OpenAI's First Chip

    With Richard Ho

  9. 12 Sep 2026

    Navier-Stokes and AI generated work: If You Can't Explain It, Did You Really Do It?

    With Evangelos Simoudis

  10. 10 Sep 2026

    The Missing Data for Spatial Intelligence

    With David Fattal

  11. 3 Sep 2026

    Your AI Agent Is Costing You More Than You Think

    With Abi Aryan

  12. 27 Aug 2026

    Reasoning Doesn't Start With Language

    With Andrew Dai

Guests

Evangelos Simoudis (18 episodes), Paco Nathan (13 episodes), Andrew Burt (9 episodes), David Talby (4 episodes), Jason Martin (3 episodes), Yishay Carmiel (3 episodes), Mike Freedman (3 episodes), Hagay Lupesko (3 episodes), Ajay Kulkarni (3 episodes), Christopher Nguyen (3 episodes), Mikio Braun (3 episodes), Mark Chen (2 episodes), and 262 more.