The Deep View: Conversations

Apple's first foldable iPhone makes the case that a bigger screen is better for nearly everything in the AI era. Its new Apple Watch features raise a harder question: how much of our conversations should AI remember?

In this special episode of The Deep View Conversations, we record from Apple's campus in California following its September 2026 event to unpack the iPhone Duo, the new Audio Intelligence features in Apple Watch, and what Apple's latest devices mean for AI.

We share our first hands-on impressions of the Duo, explain why foldables are becoming more useful for AI agents and multitasking, and examine the price and hardware compromises that come with Apple's new form factor. We also debate Live Rewind and Siri Recap, two new Apple Watch features coming in beta later this year. We disagree on which feature we would feel more comfortable using, opening up a broader discussion about privacy, trust, and staying present.

The conversation also covers:
• How the iPhone Duo compares with foldables from Google and Samsung
• Why Apple's software experience is the Duo's biggest advantage
• Camera, battery, durability, and Touch ID tradeoffs
• Whether foldables will eventually become the default iPhone
• Siri AI, iOS 27, and Apple's approach to other smart features without AI washing
• The social questions surrounding AI-generated conversation summaries
• The iPhone 18 Pro's camera upgrades and Apple's computational photography
• Apple silicon, the A20 Pro, and the possibilities of running AI models locally on a phone

If you're following the future of AI in phones and wearables, this conversation connects Apple's announcements to the ways people will actually use them, along with the questions that still need answers.

Subscribe to Deep View Conversations for interviews with the leaders shaping the future of AI, business, and technology: tdv.transitor.fm 

And don't forget to sign up for The Deep View daily newsletter. We don’t just cover AI, we decode it. In a world flooded with hype, we deliver sharp, no-nonsense insights to keep you ahead of the curve and help you put AI to work every day: subscribe.thedeepview.com

AI is transitioning from just answering questions to doing valuable work. The next challenge is making agents more accessible and simple enough that the technical details fade into the background.
In this episode of The Deep View Conversations, we sit down with two members of OpenAI's ChatGPT Work team, Tara Seshan and Ty Geri, to dig into ChatGPT Work and what OpenAI is doing to make advanced agent capabilities useful to a lot more people. We also dig into some of the current challenges and how the team is approaching them. 

Seshan and Geri explain how scheduled tasks and proactive assistance are changing the way people start their workdays, why AI lets teams move from debating ideas to testing prototypes, and how personalized software can turn one-off needs into purpose-built tools. They also discuss the challenge of token costs and model selection, why "super app" isn't the most useful framing for ChatGPT and Codex, and what it will take for agents to become more persistent, proactive, and connected.

The conversation also covers:
• How OpenAI is trying to bridge local and cloud workflows
• Why Tara and Ty start their days with agents instead of Slack
• Building personal apps and tools without traditional software overhead
• The tradeoff between model capability, cost, and user control
• More persistent agents and proactive personal assistance
• Connecting agents to email, calendars, enterprise systems and third-party tools
• Privacy, security and administrative controls for agentic work
If you’re figuring out where agents fit into your work or what has to improve before you trust them with more of it, then this conversation offers a practical look at how OpenAI is preparing for that transition.

Subscribe to Deep View Conversations for interviews with the leaders shaping the future of AI, business, and technology: tdv.transitor.fm 
And don't forget to sign up for The Deep View daily newsletter. We don’t just cover AI, we decode it. In a world flooded with hype, we deliver sharp, no-nonsense insights to keep you ahead of the curve and help you put AI to work every day: subscribe.thedeepview.com

AI makes software easier to create, but the harder and more valuable challenge is controlling what gets built, proving that it works, and managing it over time.

In this episode of The Deep View Conversations, we sit down with Florian Douetteau, CEO and co-founder of Dataiku, to explore how large organizations can turn AI agents from impressive demos into safe, maintainable systems that deliver measurable business results.

Douetteau explains why enterprise AI models are becoming commoditized, why companies may buy 90% of their agents but build the 10% that differentiates their business, and why the emerging discipline of "agent management" will be essential. He also breaks down the dilemma facing CEOs: move too slowly and competitors may gain a structural cost advantage; move too quickly without control and one major AI failure could create a crisis.
Topics covered:
• Why the cost of creating with AI is falling toward zero
• Where value will accrue as models commoditize
• How to balance openness, innovation and enterprise control
• Why subject-matter experts must retain ownership of AI agents
• Why business problems, not perfect data, should drive data strategy
• How enterprises can prioritize transformative AI use cases without stifling experimentation
• The three qualities Dataiku now values most when hiring
• How leaders can use AI without falling into cognitive laziness
If you’re trying to move enterprise AI beyond pilots, govern a growing portfolio of agents or understand where durable value will emerge as AI creation becomes cheaper, this conversation offers a practical framework for building quickly without losing control.

Subscribe to Deep View Conversations for interviews with the leaders shaping the future of AI, business, and technology: tdv.transitor.fm 

And don't forget to sign up for The Deep View daily newsletter. We don’t just cover AI, we decode it. In a world flooded with hype, we deliver sharp, no-nonsense insights to keep you ahead of the curve and help you put AI to work every day: subscribe.thedeepview.com

AI's appetite for compute keeps growing, but so does the pressure to deliver more intelligence per watt and per dollar. Can AMD's first rack-scale AI system open up an ecosystem dominated by Nvidia?
In this episode of The Deep View Conversations, we sit down with Andrew Dieckmann, AMD's general manager of its data center GPU business, to unpack the company's Helios platform and the rapidly changing economics of AI infrastructure. 

Dieckmann explains why frontier AI requires more than just GPUs. It demands tightly engineered racks that combine GPUs, CPUs, networking, software, cooling and serviceability. The conversation examines the tension around AI data centers: hyperscalers still cannot get enough compute, while communities worry about power, water and whether the benefits justify the buildout. Andrew argues that responsible deployment and open ecosystems are essential as these systems become intelligence factories.
The conversation then turns to Helios: AMD's performance claims against Nvidia Vera Rubin, pricing and value, the first likely customers, and the Cerebras partnership for high-throughput, low-latency inference. Andrew closes with his advice for leaders navigating AI velocity: reassess priorities more often and use coding agents as force multipliers for scarce engineering talent.
Topics covered:
• Why AMD is moving from chips to full rack-scale systems
• AI demand, data center constraints, and community impact
• Open hardware, open software and customer choice
• How agentic AI changed infrastructure planning
• Helios performance, efficiency, pricing and customers
• AMD Helios versus Nvidia Vera Rubin
• How AMD and Cerebras split inference workloads
This conversation offers a clear look at the technology and economics shaping the infrastructure that will power everyday AI and the breakthroughs to come.

Subscribe to Deep View Conversations for interviews with the leaders shaping the future of AI, business, and technology: tdv.transitor.fm 

And don't forget to sign up for The Deep View daily newsletter. We don’t just cover AI, we decode it. In a world flooded with hype, we deliver sharp, no-nonsense insights to keep you ahead of the curve and help you put AI to work every day: subscribe.thedeepview.com

AI's next power shift isn't gonna happen in a data center. 

In this episode of The Deep View Conversations, we sat down with Jeff Morgan, co-founder and CEO of Ollama, to explore why open models are gaining momentum, and why enterprises and developers increasingly want more control over their AI.

Morgan explains how Ollama grew from a two-week experiment into software used across 80% of the Fortune 500, how the economics of coding agents are pushing teams toward open models, and why cost, privacy and control are becoming decisive advantages. He also breaks down the hardware shift bringing data-center-class AI workloads to Apple silicon, Nvidia DGX Spark and systems powered by AMD, Intel and Qualcomm.
The conversation also covers:
• How the team behind Docker Desktop came to build Ollama
• Why open models could soon process the majority of enterprise AI tokens
• The role of harnesses, tool calling, routing and subagents
• How Ollama fits into the open-source AI stack and where its business model comes in
• Why new US and European open-model labs are emerging
• Why companies may need to own and customize their intelligence layer
If you’re interested in open models, coding agents, enterprise AI or the shift from cloud-only AI to powerful local systems, this conversation offers a clear look at where the ecosystem is heading.

Subscribe to Deep View Conversations for interviews with the leaders shaping the future of AI, business, and technology: tdv.transitor.fm 

And don't forget to sign up for The Deep View daily newsletter. We don’t just cover AI, we decode it. In a world flooded with hype, we deliver sharp, no-nonsense insights to keep you ahead of the curve and help you put AI to work every day: subscribe.thedeepview.com