The AI Risk Boards Get Wrong — feat. David Subar (Interna)

Show notes

The view from the board seat: why the biggest AI risk isn't a bad model — it's moving too slowly while your competitors learn faster. Alex Belotsky and co-host Kuba sit down with David Subar, founder of the LA consultancy Interna and a veteran board advisor, to unpack how AI is reshaping the decisions made in the boardroom. David argues that boards don't care which tool writes the code — they care about value creation and risk, the same math whether you ship in assembly or with Claude Code. He frames the product roadmap as "a series of bets" and explains why unconstraining development velocity forces companies to iterate faster while their risk surface balloons. The conversation digs into why stochastic systems are so hard to test (the boundaries "might be in the middle"), using Google's Gemini founding-fathers image fiasco as a billion-dollar cautionary tale, and why AI red teaming and reliability metrics now matter as much as pass/fail test cases. David and the hosts also tackle the "SaaS apocalypse," the flood of vibe-coded internal tools that smashes the QA problem across every department, Conway's Law and org design, Jevons paradox and developer jobs, and whether the real cons