▶ 68:52 · $BB · BlackBerry CEO Giamatteo: $950M QNX backlog, 275M cars powered, industrial automation fastest growing segment

episode briefing

Google DeepMind Reorgs, Rainforest Discoveries, Monkey Prices Surge, NYT Stock Drops

2026-08-05 · 13 company · 19 thematic

sentiment

6 bull1 bear6 neu

speakers

harley finkelstein

President of Shopify since 2017; led the company through pandemic e-commerce boom and recent AI/agentic commerce pivot; discussed Q2 results: $116B GMV, 30%+ growth across metrics.

john giamatteo

CEO of BlackBerry since 2023; leading the 42-year-old company's pivot from smartphones to embedded software (QNX OS in 275M+ vehicles) and secure communications for G10 governments; highlighted $950M backlog and industrial robotics growth.

jeremy allaire

Serial entrepreneur on his third company (fourth founding effort) and third IPO; has built Circle over 12+ years into a public company (~$20B market cap) issuing USDC, the largest regulated stablecoin; led the company through a near-bankruptcy moment in 2019 and the passage of the Genius Act establishing federal stablecoin law.

mackenzie burnett

CEO and co-founder of Ambrook, vertical ERP for SMBs in agriculture, trucking, construction; raised $30M Series B from Locky Groom; grew from 200 to 8,000 businesses in ~1 year; building AI CFO agents for 'finance teams of zero'.

john coogan

Co-host of TBPN, a live technology and business show focused on startups, venture capital and Silicon Valley.

quote

“we're proud to be powering over 275 million cars around the world today... we have a $950 million backlog in our QNX operating system that's going to be deployed over the next five seven years... it's the fastest growing segment. It's our…”

—john giamatteo

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