Into the Gnar

Into the Gnar

By The Gnar CompanyTechnology
Download on the App Store

Into the Gnar episodes

  • Bringing AI Into Your Business? Cybersecurity Comes Before Any Tool | Into the Gnar Ep 15

    OpenAI just published a report about one of its own models going rogue during an internal test. It needed funds to deploy an app, so it tried 362 addresses built from public recovery phrases, found one with test tokens, used it, and never mentioned that in its final report. Meanwhile, researchers working under OpenAI’s Patch the Planet initiative found two critical flaws in PHP, the language behind roughly 70% of the world’s websites. 

    AI is finding holes in software faster than ever, and it’s helping attackers use them faster too. So if you want to start using AI in your business but don’t have a security team, where do you even begin? That’s what this episode is about.

    In episode 15 of Into the Gnar, it’s just us, Mike Stone and Nick Maloney, co-founders of The Gnar Company. Nick spent part of the week at Attackers versus Defenders, a roundtable in Boston put on by Matt from MGMT, and came back with one idea he couldn’t shake. A medium-level vulnerability used to be something you could live with for a while. Not anymore. The numbers back him up: 23% of exploited vulnerabilities are hit on or before the day they’re published, and the median time to fix one went from 32 to 43 days.

    We don’t pretend to be security experts (Nick says so more than once). But we’ve inherited a lot of codebases, and the worst one had an API at a household-name company that let anyone run raw SQL against the database, no API key needed. We found it on day one. We also let Claude Desktop into our calendars and inboxes, because the time it saves is real. So is the risk, and that’s why our agents never see a single API key.

    We got into:

    • PHP to Shell, why a fully updated WordPress site is still exposed, and how “AI compressed exploit work that used to take specialists months into days”
    • Forgotten legacy apps, old servers, and why patching “sounds much easier than it actually is”
    • OpenAI’s rogue agent, isolation, and limiting what each agent can touch
    • Running Claude Bot on its own computer, and how much an agent can figure out about you over time
    • Why frontier labs keep ending up in these stories, and why AI regulation is “not an if, but a when”
    • What a vulnerability actually is, and why “a flaw in any of those layers is also your flaw”
    • Where to start with no IT team: an inventory (even a spreadsheet), a basic security policy, monitoring, and alerts for the software you run
    • If you want to bring AI into your business but you’re not sure what you’re even running yet, start here.

      Take our free two-minute AI readiness assessment at ai-assessment.thegnar.com

      New episodes every other Monday.

      TIMESTAMPS:

      00:00 AI Security Roundtable Boston
      01:52 AI Speeds Up Cyberattacks
      04:36 PHP to Shell Vulnerability
      08:44 Why Patching PHP Is Hard
      15:31 OpenAI Agent Goes Rogue
      27:31 What Is a Vulnerability
      35:18 Open SQL API Horror Story
      37:02 Small Business Security Basics
      40:25 AI Readiness Assessment

      Hosts: 

       

      Mike Stone, Co-Founder of The Gnar Company https://www.linkedin.com/in/michaelvstone/ 

       

      Nicholas Maloney, Co-Founder of The Gnar Company  https://www.linkedin.com/in/nicholasmaloney/ 


      Links

      Free two-minute AI readiness assessment: ⁠https://ai-assessment.thegnar.com⁠ 

      The Gnar Company: ⁠https://thegnar.com⁠ 

      If you've run a software project that went sideways, or one that finally went right, drop it in the comments. We read all of them.

      Watch/listen/Subscribe: 

      Spotify: https://open.spotify.com/show/0JoqOMNJf8szkisHWebLwg?si=03a6d10a765146ef Apple Podcasts: https://podcasts.apple.com/au/podcast/into-the-gnar/id1896780159 

      Youtube: https://www.youtube.com/@thegnarcompany

      Subscribe so the next episode finds you.

      Produced in partnership with OBEY Creative, building podcast-driven content engines for B2B founders. Learn more at⁠ ⁠⁠https://obeycreative.com⁠

      43 min
    • AI Readiness Starts With Your Workflows. Not Your Model | Into the Gnar Ep 14

      Replit just made OpenAI the default behind its coding agent instead of Claude, and the debate over which AI company to stand behind keeps getting louder. But switching LLM providers is easier than switching most SaaS products. The hard part comes before the model: documented processes, clear KPIs, and a source of truth everyone trusts. Most companies skip that step and go straight to flipping the AI switch. So what should a CEO actually do before choosing a model? That’s what this episode is about.

       

      In episode 14 of Into the Gnar, it’s just us, Mike Stone and Nick Maloney, co-founders of The Gnar Company. We sell AI transformation to mid-size B2B companies, and we’re right in the middle of our own. We also just made Anthropic’s first Select Tier of partners. Getting in took two reviewed production deployments, a public case study, and 10 of us passing the Claude Certified Architect exam (nobody got a perfect score, and all of us had to study).

       

      We’ve learned the hard way too. We built so many one-off internal apps that each did 5 or 10 percent of what we needed, so now we map friction across every department before anyone writes code. Nick compares AI to a bigger piece of heavy equipment: it moves more dirt, but only if someone trained is in the seat. And being honest about it costs us deals, because a lot of executives want ROI next quarter, and about 80% of AI strategy work isn’t AI at all.

       

      We got into:

       

      • Replit making OpenAI its default, enterprise vibe coding, and why “vibe coded apps are the spreadsheets of 2026”
      • Apps that are “cheap to build but expensive to operate,” and the security risk of back-office tools with no controls
      • Gemini 4 Argon’s pricing, a price that doubles in two weeks, and whether a cheaper Fable would change how we work
      • The last mile of AI ROI, why cutting headcount isn’t the play, and how the bottleneck just moves (for us, to code review)
      • Getting AI to stop writing walls of text, with tricks borrowed from military radio communication
      • “Automating bad processes is not a good thing to do,” and why SOPs and KPIs come before any model
      • Small, isolated agents, mixing models by task, and self-hosted LLMs that could match Opus in 6 to 12 months
      •  

        If your company is debating models before it has documented how work gets done, start here.

         

        Take our free two-minute AI readiness assessment at ai-assessment.thegnar.com 

         

        New episodes every other Monday.

         

        TIMESTAMPS:

        00:00 Switching AI Models

        02:09 AI ROI and Bottlenecks

        08:09 Fixing Verbose AI Output

        11:45 Replit Switches to OpenAI

        14:54 Vibe Coding Security Risks

        21:06 Gemini 4 Argon Pricing

        26:21 Anthropic Select Tier Partner

        33:09 Processes Before AI Models

        40:31 Modular AI Agents

        43:29 Self-Hosted LLMs

        46:45 AI Readiness Assessment

         


        Hosts: 

         

        Mike Stone, Co-Founder of The Gnar Company https://www.linkedin.com/in/michaelvstone/ 

         

        Nicholas Maloney, Co-Founder of The Gnar Company  https://www.linkedin.com/in/nicholasmaloney/ 


        Links

        Free two-minute AI readiness assessment: ⁠https://ai-assessment.thegnar.com⁠ 

        The Gnar Company: ⁠https://thegnar.com⁠ 

        If you've run a software project that went sideways, or one that finally went right, drop it in the comments. We read all of them.

         

        Watch/listen/Subscribe: 

        Spotify: https://open.spotify.com/show/0JoqOMNJf8szkisHWebLwg?si=03a6d10a765146ef Apple Podcasts: https://podcasts.apple.com/au/podcast/into-the-gnar/id1896780159 

        Youtube: https://www.youtube.com/@thegnarcompany

         

        Subscribe so the next episode finds you.

         

        Produced in partnership with OBEY Creative, building podcast-driven content engines for B2B founders. Learn more at⁠ ⁠⁠https://obeycreative.com⁠

        50 min
      • AI Readiness: How to Organize Company Data for AI | Samantha Maxim on Into the Gnar Ep 13



        Not sure if your team is actually ready for AI? We built a free 2-minute assessment that gives you a straight answer → ai-assessment.thegnar.com/ 



        Your company rolled out AI. The answers still come back wrong, generic, or contradicting your own documents. The problem probably isn't the AI.

         

        Samantha Maxim runs the AI strategy practice at The Gnar. She's spent her career in product roles, including running a learning platform portfolio at Boston Consulting Group (and she landed in QA by accident at the very start). She's also the first person from inside The Gnar we've brought on as a guest.

         

        Her take: "You can't just automate a bad process, and you can't just automate something that isn't working." AI only works as well as the information behind it. At most companies, that information is spread across drives, inboxes, and a few people's heads.

         

        Samantha breaks down information architecture in plain language: where your information lives, how it's organized, and which source wins when two of them disagree. She shares the worst shared drive she's ever opened, at a 150-person company with unencrypted database backups sitting next to weekly meeting notes. She walks through how she tells Claude which systems to trust first, and why a comment from a meeting shouldn't beat your requirements doc.

         

        She also gives mid-size companies a way to start without a year-long cleanup. Set a document retention policy. Move anything older than 10 years into a "to be deleted" bucket. Make each department review the files it owns.

         

        Plus, the news: ChatGPT shows up inside Microsoft Word, and an OpenAI agent gets unauthorized access to an Australian government portal. Samantha has a lot of feelings about that second one.

         

        In this episode, we cover:

        • What ChatGPT inside Microsoft Word means for your file permissions and access controls
        • Why the "one AI app for everything" future looks more like streaming than cable
        • What an OpenAI agent getting into Australia's Medicare portal teaches anyone building agents
        • Why your AI gives bad answers (usually the prompt or the context window)
        • Information architecture, explained for people who don't design websites
        • How to set a source of truth your AI tools can trust
        • Quick wins for cleaning up company data without a big-bang project
        • Why turning on Copilot across the company is a form of AI theater
        • If your company has the AI tools but your data still lives in five places and three people's heads, start here.

           

          Take our free two-minute AI readiness assessment at ai-assessment.thegnar.com.

           

          New episodes every other Monday.

           

          TIMESTAMPS:


          00:00 Why We Hired Out the Lawn

          03:03 The Worst Shared Drive Ever

          05:16 Meet Samantha Maxim

          06:12 What an AI Strategy Lead Does

          07:01 You Can't Automate a Bad Process

          11:46 Why AI Gives Bad Answers

          14:10 LLMs Don't Actually Think

          19:31 ChatGPT Comes to Microsoft Word

          23:36 Will One AI App Replace Them All?

          27:31 OpenAI Agent Breaches Medicare Portal

          30:55 Who's Responsible When AI Goes Rogue

          32:09 How to Test AI Agents

          33:40 AI Agent Permissions and Guardrails

          37:08 Why AI Regulation Is Coming

          39:24 What Is Information Architecture?

          44:59 How to Set a Source of Truth

          49:00 Quick Wins for Messy Company Data

          54:18 MCPs and Choosing the Right AI Tools

          01:00:10 Rapid Fire


          Hosts: 

           

          Mike Stone, Co-Founder of The Gnar Company https://www.linkedin.com/in/michaelvstone/ 

           

          Nicholas Maloney, Co-Founder of The Gnar Company  https://www.linkedin.com/in/nicholasmaloney/ 

           

          Guest: Sam Maxim, AI Strategy Manager at The Gnar Company

          https://www.linkedin.com/in/samanthabmaxim/ 


          Links

          Free two-minute AI readiness assessment: ⁠https://ai-assessment.thegnar.com⁠ 

           

          The Gnar Company: ⁠https://thegnar.com⁠ 

           

          If you've run a software project that went sideways, or one that finally went right, drop it in the comments. We read all of them.

           

          Watch/listen/Subscribe: 

          Spotify: https://open.spotify.com/show/0JoqOMNJf8szkisHWebLwg?si=03a6d10a765146ef Apple Podcasts: https://podcasts.apple.com/au/podcast/into-the-gnar/id1896780159 

          Youtube: https://www.youtube.com/@thegnarcompany

           

          Subscribe so the next episode finds you.

           

          Produced in partnership with OBEY Creative, building podcast-driven content engines for B2B founders. Learn more at⁠ ⁠⁠https://obeycreative.com⁠

          1 hr
        • AI Made Improvement Cheap. Most Businesses Ignore It. | Brian Felker on Into the Gnar Ep 12



          Not sure if your team is actually ready for AI? We built a free 2-minute assessment that gives you a straight answer → ai-assessment.thegnar.com/ 

           


          If you've bought the AI tools, rolled them out, and still can't say what actually got better, this one is for you.

           

          Brian Felker spent 15 years selling enterprise technology and watched most of it get bought and never really used. Now he runs The Growth Nerd, an advisory firm out of Nashville that goes into mid-market companies and fixes how the work actually moves. Two weeks before this recording, he published a book on exactly that problem: Operational Modernization: Closing the Continuity Gap.

           

          His line on it stuck with us: "AI can automate work. Automation and improvement are not the same thing." Automate a broken process and all you've built is a faster broken process.

           

          Brian walks through the three ideas at the center of his book. The continuity gap: technology moves continuously, but companies only transform once every couple of years. Human middleware: people doing manual work that software should be doing for them. Operational debt: what piles up in the gap between those two. He tells the story of a commercial real estate insurance company drowning in spreadsheets and email chains, and how consolidating their data saved up to 10 hours a week per person. He also names "AI theater" directly, the seats you bought that nobody's actually using for anything that moves the business.

           

          Brian and Mike get into who inside a company should own this work, and why Brian thinks the COO's job and the operational modernization job aren't the same one.

           

          Find Brian at The Growth Nerd and pick up his book, Operational Modernization: Closing the Continuity Gap.

           

          In this episode, we cover:

          • Why the frontier AI models converged on the exact same price within two days of each other
          • What Apple's near-billion-dollar bet on renting Google's models says about build versus buy
          • The continuity gap, human middleware, and operational debt, defined in plain language
          • A real client story: how one company saved 10 hours a week per person by fixing how their data moved
          • The most common form of AI theater companies mistake for real transformation
          • Why nobody currently owns operational modernization inside most companies, and who should
          • Why the economics of continuous improvement finally work now, when they never did before
          • If you've told your board you're leaning into AI and can't point to what's actually improved, this is the episode.

            New episodes every other Monday.

             

            TIMESTAMPS: 

            00:00 Why AI Automation Fails

            01:23 Meet Brian Felker

            04:21 AI Models Become a Commodity

            10:33 Apple Rents AI From Google

            15:36 The Continuity Gap

            21:06 Why Improvement Is Cheap Now

            26:56 Where AI Actually Works

            34:05 Spotting AI Theater

            40:25 Who Owns AI at Your Company

            43:48 Rapid Fire

             

            Hosts: 

            Mike Stone, Co-Founder of The Gnar Company https://www.linkedin.com/in/michaelvstone/ 

             

            Nicholas Maloney, Co-Founder of The Gnar Company  https://www.linkedin.com/in/nicholasmaloney/ 

             

            Guest: Brian Felker,Founder & Managing Partner of The Growth Nerd https://www.linkedin.com/in/brianwfelker/

            https://www.thegrowthnerd.com/
            Pick up his book, Operational Modernization: Closing the Continuity Gap.

             

            Links

            Free two-minute AI readiness assessment: ⁠https://ai-assessment.thegnar.com⁠ 

            The Gnar Company: ⁠https://thegnar.com⁠ 


            If you've run a software project that went sideways, or one that finally went right, drop it in the comments. We read all of them.

             

            Watch/listen/Subscribe: 

            Spotify: https://open.spotify.com/show/0JoqOMNJf8szkisHWebLwg?si=03a6d10a765146ef Apple Podcasts: https://podcasts.apple.com/au/podcast/into-the-gnar/id1896780159 

            Youtube: https://www.youtube.com/@thegnarcompany

            Subscribe so the next episode finds you.


            Produced in partnership with OBEY Creative, building podcast-driven content engines for B2B founders. Learn more at⁠ ⁠⁠https://obeycreative.com⁠

             

            50 min
          • The Second Wow: What AI Actually Costs Once You Deploy It | Into the Gnar Ep 11



            Not sure if your team is actually ready for AI? We built a free 2-minute assessment that gives you a straight answer → ai-assessment.thegnar.com/ 



            If you've told your board "we're leaning into AI" and couldn't say what any of it is actually costing you.

             

            Matt Crane runs MGMT Boston, a media company built around covering venture-backed startups across Greater Boston, more than 1,600 pieces of coverage and counting. He also runs a private community of almost 950 operators. Which means he hears two versions of every AI story: the one companies post about, and the one they admit over coffee.

             

            Those two versions rarely match.

             

            Ramp's data on more than 70,000 businesses shows Anthropic and OpenAI running neck and neck for corporate card spend, flipping back and forth every time either one ships a new model. 56% of businesses now pay for some AI product. That leaves 44% paying for none of it, even though usage inside those companies is almost certainly higher than the invoices show. Copilot rides along in the Microsoft license and nobody sees a line item.

             

            Matt's heard the other side of that curve too. One company, he says, blew through $500 million in tokens in six months and torched its budget for the year.

             

            That's the second wow. The one where finance sees the bill.

             

            We also get into why every new AI product now gets measured against a single question ("can't I just do this in Claude?"), why Klarna's attempt to build its own CRM in-house didn't survive contact with reality while Salesforce made itself agentic and got paid for it, and why Matt still writes every single event invite by hand.

             

            Then we flip the mic. Matt spends the back half of the episode interviewing us, and we don't hide from it: how The Gnar Company rebuilt its client base, its pricing, and its own AI stack around this exact gap. We're still building the reporting to track token spend at the project level. Ask us again in six months.

             

            Also settled, definitively: orange is the best Starburst.

             

            Find Matt at MGMT Boston and on his show Code and Cobblestones with Will Lehmann at Step Function Ventures.

            In this episode, we cover:

            • Why 44% of businesses still don't pay for any AI product, and why the real usage number is higher
            • What Ramp's data on 70,000+ businesses says about actual AI vendor loyalty
            • Why Claude has become the bar every new AI product gets measured against
            • What Klarna's reversal and Salesforce's headless bet say about which software survives AI
            • Why Matt still writes every event invite by hand, no exceptions
            • How MGMT runs 1,600+ interviews and a 950-person community with a tiny team
            • What The Gnar Company changed about its clients, pricing, and stack this year
            • What a CEO should actually ask for before their next AI renewal
            • If you want to know what your peers are really doing with AI instead of what they're posting about it, this is the episode.

              New episodes every other Monday.

               

              TIMESTAMPS:


              00:00 Who Is Matt Crane

              02:04 Wall Street To Startups

              05:50 Building MGMT Boston

              06:37 AI Hearing Glasses Raise

              09:37 Boston Startup Trends

              12:53 Claude Vs OpenAI Spend

              18:26 AI Renewal Red Flags

              19:48 MGMT's Interview Flywheel

              24:12 Why Events Burn Out

              25:47 How CEOs Buy Software

              27:31 Vaporware Vs Claude

              28:26 Claude Raises The Bar

              29:22 Salesforce Vs Klarna AI

              31:56 Lovable Plus Claude Stack

              35:21 AI Dead Ends

              36:58 Human In The Loop

              38:14 Why Matt Writes By Hand

              40:00 Matt Interviews The Hosts

              40:39 Gnar's Big Pivot

              42:54 Gnar's Claude Token Spend

              46:54 Gnar's Next Chapter

              50:54 Rapid Fire Questions

              53:05 Free AI Assessment




              Hosts: 

               

              Mike Stone, Co-Founder of The Gnar Company https://www.linkedin.com/in/michaelvstone/ 

               

              Nicholas Maloney, Co-Founder of The Gnar Company  https://www.linkedin.com/in/nicholasmaloney/ 

               

              Guest: Matt Crane, Founder of MGMT Boston https://mgmtboston.com/ 

              https://www.linkedin.com/in/matthewhcrane/


              Links

              Free two-minute AI readiness assessment: ⁠https://ai-assessment.thegnar.com⁠ 

              The Gnar Company: ⁠https://thegnar.com⁠ 

              If you've run a software project that went sideways, or one that finally went right, drop it in the comments. We read all of them.

              Watch/listen/Subscribe: 

              Spotify:https://open.spotify.com/show/0JoqOMNJf8szkisHWebLwg?si=03a6d10a765146ef Apple Podcasts: https://podcasts.apple.com/au/podcast/into-the-gnar/id1896780159 

              Youtube: https://www.youtube.com/@thegnarcompany

              Subscribe so the next episode finds you.

              Produced in partnership with OBEY Creative, building podcast-driven content engines for B2B founders. Learn more at⁠ ⁠⁠https://obeycreative.com⁠

              52 min
            • AI Costs More Than It Saves for Most Companies Right Now | Into the Gnar Ep 10

              Not sure if your team is actually ready for AI? We built a free 2-minute assessment that gives you a straight answer → ai-assessment.thegnar.com/ 



              If you've bought AI in the last eighteen months and couldn't tell your CFO what it's costing you per month, this one's for you.

              We've felt this gap ourselves.

              You know the shape of it. A Copilot license here, a personal ChatGPT account on the company card there, a vendor who just raised your renewal because they bolted on an AI feature nobody asked for. The bill keeps climbing. Nobody can point to the line that's causing it.

              This week, we go solo and go straight at the number almost nobody in our audience has: what AI is actually costing our business, and why almost nobody can answer that with a straight face.

              Not the vendor pitch version. The invoice version.

              A study of 150 business leaders found that not one of them reported a cost reduction from AI. Two thirds said costs went up. Sixty percent are running seven or more separate AI platforms with no one person managing any of it. And by one economist's math, the companies selling AI models and apps are running negative margins funded by investors, not customers, while the hardware makers are pocketing over forty percent.

              We also get into two stories that landed the same week: insurance carriers quietly writing AI liability out of standard business policies, and private equity circling old-school "systems of record" like Workday, because the boring backend software turns out to be the one thing AI can't easily replace.

              The main point is simple: you can't manage what you never measured. Most companies didn't instrument anything before they started spending, so now the bill shows up as a surprise instead of a line item.

              Find the leaks. Time one job, before and after. Match the model to the task instead of running a frontier model on something a cheap one could handle. Name one owner.

              In this episode, we cover:

              • Why nobody can tell you what AI is actually costing their business
              • How subsidized subscriptions are hiding your real per-project spend
              • Why insurance carriers are quietly excluding AI from standard coverage
              • What Silver Lake's Workday bid says about which software actually survives AI
              • Why "systems of record" are becoming more valuable, not less
              • How to tell a real AI cost increase from a vendor's price hike in disguise
              • Why matching model size to task size is the cheapest fix most companies skip
              • How to build an AI spend baseline in one afternoon, no platform required
              • If you've been buying AI on faith, this is the week to go find the invoices.

                New episodes every other Monday.

                 

                TIMESTAMPS:


                00:00 The AI Spend Problem

                01:49 Claude Cost Telemetry

                03:27 Subscription vs Token Pricing

                08:51 Stripe Acquires OpenRouter

                11:58 Frank and the 80/20 Trap

                16:06 Building Around Your ERP

                19:12 Insurance Drops AI Coverage

                25:46 Workday Buyout Explained

                31:03 AI Costs More Than It Saves

                39:21 Why AI Spend Is Invisible

                41:40 No Telemetry? Start Here

                44:10 Build vs Buy AI Tools

                47:23 Key Takeaways and Next Steps



                Links

                Free two-minute AI readiness assessment: ⁠https://ai-assessment.thegnar.com⁠ 

                The Gnar Company: ⁠https://thegnar.com⁠ 

                If you've run a software project that went sideways, or one that finally went right, drop it in the comments. We read all of them.

                Subscribe so the next episode finds you.

                Produced in partnership with OBEY Creative, building podcast-driven content engines for B2B founders. Learn more at⁠ ⁠⁠https://obeycreative.com⁠

                50 min
              • I Had a Cheaper Offshore Quote. I Turned It Down. | Ep 9

                Frank Granara runs General Insulation Company, a building materials supplier with 50 branches getting insulation to commercial job sites by 6 AM. Ask him what the business runs on and he'll tell you straight: a legacy ERP, spreadsheets, and tribal knowledge. Ten years ago he tried to fix that with a new ERP, watched the project run toward twice its budget, and pulled the plug. This is the conversation about what he did instead.

                 

                Frank sits down with Gnar co-founders Mike Stone and Nick Maloney to talk about buying software when you are not a software company: why the best off-the-shelf option still leaves a 20% gap, why he turned down a cheaper offshore build after getting burned once, and why a fixed price mattered more to him than any AI feature. He also explains why he compressed a ten-year technology roadmap into a two-year one, and where he thinks the AI conversation is real versus noise for a 50-branch distributor.

                 

                What you'll learn:

                 

                • Why "this one gets us 80% of the way there" is a more expensive decision than it looks
                • What actually happens when an ERP migration fails, and how to know when to walk away
                • Why Frank stopped trying to replace his ERP and started building around it
                • How to evaluate enterprise software on whether you can get your own data out of it
                • The one question that decided GIC's e-commerce strategy: can a customer transact faster than they can pick up the phone?
                • Why the software your customers need is often something they never asked you for
                • How to split a manager's week into high-leverage and low-leverage work, and which half to automate
                • Why a firm price changes the risk math for a company with no R&D budget
                • Where AI in customer service is real and where it's noise
                •  

                  TIMESTAMPS:

                  00:00 The business nobody makes documentaries about

                  00:40 Welcome to Into the Gnar
                  01:26 What General Insulation actually does
                  03:06 Why construction lags every other industry on technology
                  04:00 News: only 26% of companies have AI governance aligned with adoption
                  05:17 Shadow AI across 50 branches
                  07:35 Replacing spreadsheets with working software
                  09:32 News: AI writes code in minutes, but can it keep it secure?
                  10:56 The 80% off-the-shelf trap
                  12:30 Why a firm price changed the math
                  14:24 Supply Chain 2025, a ten-year roadmap written in 2015
                  14:52 The barometer: can you beat a phone call?
                  15:57 The portal customers never asked for
                  18:56 What stayed the same and what had to change at scale
                  20:10 The leadership academy
                  26:29 The life of an order, from bid to delivery
                  30:32 Legacy ERP, spreadsheets, tribal knowledge
                  31:29 The ERP migration they walked away from
                  33:38 Burned once: why he said no to offshore
                  36:05 From a ten-year roadmap to a two-year roadmap
                  39:05 What's real and what's noise
                  39:49 The 50/50 branch manager
                  41:18 Staying human while getting faster
                  42:01 The second-order AI benefit nobody talks about
                  43:56 Rapid fire
                  47:26 Wrap

                   

                  In this episode:

                  Frank Granara, Chief Executive Officer, General Insulation Company

                  Mike Stone, Co-founder, The Gnar Company
                  Nick Maloney, Co-founder, The Gnar Company

                   

                  Disclosure: General Insulation Company is a Gnar client. We work with Frank's team on their modernization and integration efforts.

                   

                  Links

                   

                  Free two-minute AI readiness assessment: https://ai-assessment.thegnar.com The Gnar Company: https://thegnar.com 

                   

                  If you've run a software project that went sideways, or one that finally went right, drop it in the comments. We read all of them.

                   

                  Subscribe so the next episode finds you.



                  Produced in partnership with OBEY Creative, building podcast-driven content engines for B2B founders. Learn more at https://obeycreative.com

                  42 min
                • The New Rules of Growth Equity in the Age of AI | Cam Salem on Into the Gnar EP.8

                  Not sure if your team is actually ready for AI? We built a free 2-minute assessment that gives you a straight answer → ai-assessment.thegnar.com/ 

                   

                  Software stocks have been sliding for a month. IBM's down 20%. Microsoft, ServiceNow, Salesforce all lost 5 to 10% in a week.

                  But what does that selloff actually look like from the seat of someone deciding which B2B software companies get funded?

                  That's where this conversation goes.

                  This week, we sat down with Cam Salem, founder of Headlight Partners, and someone who's been close with the Stone family since a 2007 Facebook photo got him and Mike's brother in trouble. He's spent his whole career in growth equity, and he's here to talk about the SaaSpocalypse, the scramble over AI costs, and what actually separates B2B software companies that keep growing from the ones that stall out.

                  Quietly. In the multiples nobody's paying for feature parity anymore. In the deals where seat-based pricing is starting to look shaky. In the founders who get funded and the ones who get passed on.

                  Headlight isn't trying to be Tiger Global. It's trying to make one, maybe two investments a year and actually roll up its sleeves. Which founders have real domain expertise? Which businesses have a moat beyond good code? What does it take to get a company from ten million dollars of revenue to forty?

                  Some of this is already playing out through nOps, a Headlight portfolio company that built its business managing AWS and cloud costs and is now getting begged to solve the same problem for AI spend. Some of it is still messy. Sierra billing customers per completed task instead of per seat might be the start of something bigger. Or it might not be. Nobody, including Cam, has a clean answer yet on where AI pricing actually lands.

                  Which feels about right.

                  We also get into where Cam is more careful. Founders who are all product and no commercial instinct. CEOs who never learn to set a longer-term vision once the business is past product-market fit.

                  AI and cheap capital can get a company moving fast. But someone still has to notice when the moat everyone thought they had, feature and functionality, stopped mattering months ago.

                  In this episode, we cover:

                  • Why the SaaSpocalypse selloff hit software so hard, and why Cam thinks the fundamentals still hold up
                  • How Tiger Global's 2020-21 buying spree changed growth equity enough that Cam left to start his own fund
                  • Why nOps went from managing cloud bills to fielding panicked calls about AI costs
                  • What RepSpark's move from a subscription fee to transaction-based pricing actually looks like
                  • The real difference between founders who scale past $10M and the ones who get stuck there
                  • The one red flag Cam can't get past, no matter how good the product looks
                  • Why "growth is a mentality" starts with the CEO and has to show up in everyone below them
                  • Cam's rapid-fire take on ChatGPT vs. Claude, and why he's only just switching after years of loyalty
                  • And yes, Cam's actual dream project: a digital platform for kids trading basketball cards, inspired by getting ripped off trading his Gary Payton autograph as a kid
                  • If you're building a software company, raising a round, or just trying to figure out what actually holds up when the market gets scared, this one's worth a listen.

                    New episodes every other Monday.

                    TIMESTAMPS: 

                    00:00 Show Intro & Pre-Show Banter

                    01:54 Meet Cam Salem, Headlight Partners Founder

                    02:43 Cam Salem's Path Into Growth Equity

                    04:16 Why Cam Left to Start Headlight Partners

                    07:28 IBM Earnings Miss & the SaaSpocalypse Selloff

                    11:20 AI Spend, Cloud Costs & FinOps Explained

                    16:33 Outcome-Based Pricing vs Seat-Based Pricing in SaaS

                    24:22 What Personalized Growth Equity Really Means

                    30:44 B2B Founder Red Flags & Green Flags

                    40:07 AI Strategy Tips & Growth Equity Myths

                    43:30 Rapid Fire: ChatGPT vs Claude & More

                    52:49 Closing Thoughts & Farewell

                    53 min
                  • How Traditional Businesses Should Actually Adopt AI Without Breaking Operations | Into the Gnar EP.7

                    Not sure if your team is actually ready for AI? We built a free 2-minute assessment that gives you a straight answer → ai-assessment.thegnar.com/ 

                    If you run a profitable business with spreadsheets everywhere, an ERP nobody likes, and critical knowledge living in three people’s heads, this one’s for you.

                    We’ve seen this company before.

                    Orders come in by phone. Then email. Somehow, still fax. Pricing rules live in people’s heads. Inventory is technically tracked, but everyone has their own workaround. And Dave, the part-time IT guy, is doing his best.

                    This week, Mike and Nick use a fictional $75 million industrial distributor to talk through what AI adoption looks like in a real operating business.

                    Not the keynote version. The messy version.

                    They get into vertical AI, why some industry-specific tools are useful and some are just expensive wrappers, and why ROI is harder to measure than most vendors want to admit. They also talk about governance, but not just who can access which model. The bigger problem is what gets created once everyone in the company starts building their own little AI tool.

                    We’ve made that mess before. It compounds fast.

                    The episode moves through order entry, quoting, pricing, inventory, legacy ERPs, and the uncomfortable build-versus-buy calls operators have to make before a “small AI project” turns into software nobody owns.

                    And the main point is simple: before you build anything, understand the business.

                    Find the leaks. Clean the data. Map the work. Talk to the person who knows how the weird process actually works.

                    In this episode, we cover:

                    • Why vertical AI is getting more interesting for traditional businesses
                    • How to spot tools that look useful but won’t hold up
                    • Why AI ROI dies when nobody owns the workflow
                    • Where order entry automation can save real money
                    • How AI can help with quoting without removing human judgment
                    • Why replacing the ERP is usually the wrong first move
                    • How to decide when to buy, connect, or build
                    • Why “earn the complexity” is becoming a serious operating rule
                    • If you run a boring, profitable business and you’ve been wondering where AI should actually start, start here.

                      New episodes every other Monday.

                       

                      TIMESTAMPS:


                      00:00 Recap: What We Learned From Johnny-O

                      02:24 The AI Teardown Game: How Operators Should Think About AI

                      04:04 Vertical AI Is Coming for Traditional Software

                      05:12 Vertical AI vs. Generic SaaS: When Industry-Specific Tools Win

                      12:04 The AI Agents ROI Problem Most Companies Aren’t Measuring

                      16:15 AI Governance: The Risk Beyond Access Control

                      22:01 Meridian Supply: AI Teardown of a $75M Industrial Distributor

                      23:10 Start With Discovery Before Buying AI Tools

                      27:06 Automating Order Intake Across Phone, Email, and Fax

                      32:14 How AI Can Improve Quoting, Pricing, and Sales Rep Training

                      35:04 Legacy ERP Systems, Inventory Forecasting, and Dead Stock

                      38:04 Build vs. Buy: How to Avoid Becoming an Accidental Software Company

                      40:44 The Big Takeaway: Find the Leaks, Clean the Data, Own What You Ship

                      41:50 AI for Operators Events and Next Episode Preview

                      45 min
                    • Johnnie-O and the Future of AI in Premium Apparel | Matt Ferrer on Into the Gnar EP.6

                      Not sure if your team is actually ready for AI? We built a free 2-minute assessment that gives you a straight answer → ai-assessment.thegnar.com/ 

                       

                      AI is in every pitch deck right now.

                      But what does it actually look like inside a company that sells shirts, polos, pants, and a very specific point of view?

                      That’s where this conversation goes.

                       

                      This week, we sat down with Matt Ferrer, President of Johnnie-O and an old friend of Mike's, to talk about how AI is starting to show up inside a premium apparel brand. Quietly. Behind the scenes. In the data. In e-commerce. In the tools people are already using before anyone has written the grand master plan.

                      Johnnie-O isn’t trying to become an AI company. It’s trying to answer better questions faster. Which stores create lift online? Which customers come back? What actually changes customer lifetime value? What can the team learn in seconds that used to take half an afternoon?

                      Some of this is already happening through Claude, Shopify, Copilot, Snowflake, and the data team. Some of it is still messy. Employees are experimenting. Governance is catching up. Nobody has a perfectly clean answer yet.

                      Which feels about right.

                      We also get into the parts of the business where Matt is more cautious. Product. Taste. Creative direction. The feeling of the brand.

                      AI can help move faster. But someone still has to know when the output feels wrong.

                      In this episode, we cover:

                      • How Johnnie-O is starting to think about its AI roadmap
                      • Why retail data gets a lot more useful when the questions get faster
                      • The connection between stores, e-commerce, and customer behavior
                      • What customer lifetime value tells you about brand growth
                      • Why agentic commerce could change how people shop
                      • Where AI helps creative teams, and where it gets weird
                      • Why brand authenticity still matters in a more automated world
                      • How AI moves people from task-doers to reviewers and problem-solvers
                      • Why data security and accuracy have to come before the fun stuff
                      • And yes, Matt somehow makes a case for building SpaceX.
                      • If you’re building a brand, running a team, or still trying to figure out where AI belongs outside the tech bubble, this one’s worth a listen.

                        New episodes every other Monday.

                         

                        TIMESTAMPS: 

                        00:00 Welcome and Guest Introduction with Matt Ferrer

                        00:56 Matt Ferrer’s Journey to President of Johnnie-O

                        04:56 How Johnnie-O Is Using AI in the Business Today

                        10:11 AI Wins in Retail Analytics and Faster Data Insights

                        12:44 Customer Data, Customer Lifetime Value, and AI Segmentation

                        17:18 Johnnie-O’s AI Roadmap and the Future of “Johnny AI”

                        19:48 Agentic Commerce, Buyer Behavior, and Brand Authenticity

                        23:06 AI in Creative Services: Efficiency vs. Brand Identity

                        26:14 Rapid Fire: AI Tools, Software, and Big Ideas

                        29:03 Polo vs. Button-Up: Johnnie-O Product Design Details

                        31:23 Where Brands Should Start with AI Adoption

                        33:31 Where to Find Johnnie-O and Closing Thoughts

                        37 min

                      About Into the Gnar

                      From the publisher's feed

                      Into the Gnar is for the CEO, COO, or operator who keeps getting burned when it comes to building software.