In this episode of The Two Founders Podcast, Anna Nilsson and Matteo Ghetti unpack some of the biggest stories shaping startups, AI, sales, and venture capital.

They discuss Google’s massive stock drop and its $200B AI spending plan, the pressure on Gemini to catch up with ChatGPT and Claude, and what the semiconductor market might tell us about the future of AI.

They also dive into the booming defense startup ecosystem: how companies can sell to the military, why government contracts take so long, why domain expertise matters, and what founders should know before entering the space.

Plus, former Uber CEO Travis Kalanick is back with Atoms, a bet on physical AI, automation, mining, and kitchens. The conversation explores why robotics could be the next major frontier—and why automating the final 20% is much harder than it look ...