For anyone who’s interested in a recurring podcast that covers the Enterprise news from the past few weeks, this is the episode for you.

In this episode, Ron Miller (Editorial Director, Boldstart) & Shomik Ghosh (Partner, Boldstart) dive into key Enterprise Software news from the 2 weeks prior. This is the first such episode and we’d love to hear your thoughts! Please let us know if you’d like to hear this more by reaching out, commenting, tweeting, etc!

* Nvidia Earnings

* OpenAI GPT 4.5 release

* Microsoft leasing vs building datacenters (along with a cancelled datacenter build)

* Grok 3 release on largest GPU cluster

* Claude 3.7 release with reasoning

* Claude Code

* Confluent Earnings

* Stripe Annual Report on AI company revenue growth

* Microsoft Deprecating Skype and Amazon Shutting Down Chime

* Quantum Chips released by Google and Amazon

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit shomik.substack.com