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The AI Exhale

Vibe CFO 4 Episodes Aug 21, 2026

The AI Exhale is a weekly five-minute chat between Jez and Cam from Vibe CFO, focusing on making AI understandable for accountants and business owners. Each episode takes a single AI development and breaks it down into practical relevance: does it matter, who it's for, and what to do about it—sometimes concluding it's safe to ignore. It's designed for anyone from firm owners to accidental 'AI person' at their workplace, promising no jargon and no sales pitches. New episodes drop every Friday, offering a calm, sharp perspective in just five minutes.

Episodes

The AI Exhale: Xero Holds the Ledger - But Not the Price Aug 21, 2026 00:05:47 Cam's been going back and forth with a mate in the industry who reckons you won't need Xero in five years. Connect an MCP, work out of Claude, skip the software.He's right about a fair bit of it. The interface probably does go. But when you actually try it on a job, you hit something: you can get the report out, you can't get the rows underneath it, and the moment you need to know

The AI Exhale: SaaSpocalypse 2.0 Aug 20, 2026 00:05:56 In February, software lost two trillion dollars. Everyone said AI was coming for SaaS.Ten weeks later it was over. The big platforms reported earnings growing 30 to 40%. Nobody built their own Xero.So that's settled. But something else started.Canva cut its growth forecast. Not because people stopped using the AI. Because they used it too much, on free plans. For fifteen years the 10,000th cus

The AI Exhale: The Genius Who Doesn't Know Your Business Aug 14, 2026 00:05:11 AI walks in like the smartest hire you've ever made, and has no idea where anything is. In this theme episode, Jez and Cam get into why the intelligence is already good enough while most businesses aren't ready for it, why people keep treating AI like a magic pill off the shelf, and what actually slows adoption. The moves that work: reach for a Swiss Army knife model like Claude before wri

The AI Exhale: Zuck's Manifesto, Grok Gets Cheap and an AI Royal Comish Aug 14, 2026 00:05:42 Zuck dropped a 6,200-word manifesto about democratising AI, and Jez and Cam smell a share-price move. This week: why the "AI for the people" framing is really about Meta losing the frontier race, what the Figma and Claude Design fight tells you about the risk of handing your data to a closed model, and why open weights suddenly matter to every business protecting its own IP. Plus Grok&#3

The AI Exhale: Is South Korea the Canary in the Coal Mine? - The AI Market Warning Aug 7, 2026 00:05:20 South Korea's market more than doubled this year on AI chip demand, then fell 44% from its June peak, the worst crash since the GFC. So Jez and Cam ask the question everyone's quietly thinking: is Korea a special case, or the canary in the coal mine for an AI-inflated market? They get into why the market is pricing certainty on AI when nobody actually has it, the ROI gap nobody wants to ta

The AI Exhale: Sh!t, I Left Auto-Approval On - When AI Agents Go Rogue Aug 7, 2026 00:06:04 A small US business plugged Claude into their Google Drive, left auto-approval on, and went to pour a wine. The agent found a blue-sky brainstorm doc and started rewriting the actual codebase.In this one, Jez and Cam get into the story everyone's calling "AI goes rogue" and explain why that's the wrong way to see it. The agent didn't rebel. It did exactly what it was told, wi

The AI Exhale: Garbage In, Garbage Out - and Everyone Goes Back to Doing Nothing Jul 31, 2026 00:06:11 AI might be the cheapest data audit any business has ever had access to. Which makes garbage in, garbage out a strange reason to avoid it. Jez and Cam pull the objection apart and land somewhere most people don't expect: don't clean the data first, put it in and let the output show you what's broken. Data errors versus data gaps, why a good tool tells you where the holes are while a le

The AI Exhale: The Software World Was Built on Open Source, AI Will Be Too Jul 31, 2026 00:06:10 Update since recording: when we recorded, 25 companies had signed Nvidia's open weights letter and OpenAI wasn't one of them. Within a day the list had passed 50 and OpenAI was on it. Anthropic still hasn't signed. The names on that list are the least interesting part of it. What matters is who gets access to AI, and whether that stays in the hands of the few or is available to the man

The AI Exhale: The US vs China AI War - and Everyone Else Caught in the Middle Jul 27, 2026 00:06:03 Kimi K3 just landed out of China and gave the US-China AI race a fresh jolt. Two superpowers, endless compute, and a frontier owned by exactly two countries. So Jez and Cam step back from the horse race and ask the bigger question: what about everyone else? Every business and every country outside those two is now running on AI it doesn't own and can't control, and this year we all got a r

The AI Exhale: Build vs Buy - Should You Build or Buy Your AI? Jul 27, 2026 00:05:16 Every business owner and firm director is being told they need an AI strategy. The first fork in the road: do you build your own, or buy something off the shelf? In this episode, Jez and Cam cut through the noise on build versus buy - what each path actually costs you, where each one bites, and how to work out which side of the line you're on.Five minutes. One thing that matters. We ignore the

The AI Exhale

Episodes

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