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For episode 611 of the BlockHash Podcast, host Brandon Zemp is joined by Tim Lewis, Co-founder of tea.xyz.Tea Protocol's CoinList token launch comes at a pivotal moment as critical open-source infrastructure faces a funding crisis. With Shipyard ceasing support for libp2p, the networking backbone powering Ethereum, IPFS, and $100B+ worth of blockchain networks, on September 30th due to resource constraints, Tea.xyz's blockchain-based solution for compensating open-source maintainers has never been more relevant. Founded by Homebrew creator Max Howell, Tea represents the convergence of crisis and solution, demonstrating how crypto can finally solve real infrastructure problems rather than fueling speculation. ⏳ Timestamps: (0:00) Introduction(1:17) Who is Tim Lewis?(6:10) What is Tea Protocol?(10:36) Solutions for open source software development(18:45) Dev incentivization & contributors(20:52) Tea Token Sale(22:47) Tea roadmap(26:12) Events & Conferences(27:25) Tea website, socials & community
For years, health systems have approached ambulatory care as a pipeline for inpatient volumes. But today's health care environment calls for a new mindset—one that prioritizes ambulatory capabilities designed to drive enterprise-wide success. Challenging this longstanding approach is just the first step. In this episode, host Rachel (Rae) Woods welcomes Advisory Board experts Nick Hula and Lauren Woodrow to explore why the ambulatory network of the future demands getting better before getting bigger. Smart growth isn't just about expansion—it's about focusing on operational efficiency, breaking clinicians' attachment to specific sites, and leveraging partnerships to unlock the full potential of ambulatory care. We're here to help: Ep. 238: Is your ambulatory strategy stuck in 2015? It's time for systems to change how they prioritize and design their ambulatory strategy [Webinar] How to build the ambulatory network of the future Q&A: How Optum Financial is modernizing healthcare payment delivery [Webinar] Care variation reduction: A $100B savings opportunity A transcript of this episode as well as more information and resources can be found on RadioAdvisory.advisory.com.
In this episode of the ASIAL Security Insider podcast, we are joined by Lee Odess, CEO of The Access Control Collective and founder of the Access Control Executive Brief, a widely read analysis hub for the physical access and smart lock space. Lee sits on the board of the Security Industry Association in the US and is known for transforming global research into practical playbooks for owners, integrators, and vendors. He recently delivered a talk titled “What's Eating the Security Industry: How to Thrive in Today's Global Evolution,” arguing that while the traditional ~$10B high-security niche is changing fast, a much larger ~$100B mainstream market is taking shape. We'll unpack what's driving that shift, the timeline, and how leaders can position their teams to win.
With Nvidia's plan to invest $100 billion over time in OpenAI, is this type of investment in other competitors healthy for AI? Can LLMs actually handle enterprise tools and tasks? Meta launches a new AI short-form video feed. Apple is testing a new internal chatbot called Veritas as part of its efforts to revamp Siri. Nvidia (intends to) invest (up to) $100B in OpenAI (over time). Spending on AI is at epic levels. Will it ever pay off?. Jensen Huang: "We're already seeing trillion-dollar AI investments". How Anthropic and OpenAI are developing AI 'co-workers'. OpenAI says GPT-5 stacks up to humans in a wide range of jobs. OpenAI launches ChatGPT Pulse to proactively write you morning briefs. Meta launches 'Vibes,' a short-form video feed of AI slop. Trump signs executive order supporting proposed deal to put TikTok under US ownership. Amazon reaches $2.5 billion settlement over allegations it misled Prime users. Is GenZ unemployable? Top economists and Jerome Powell agree that Gen Z's hiring nightmare is real—and it's not about AI eating entry-level jobs. AI startup friend bets on foes with $1M NYC subway campaign. Peter Thiel wants everyone to think more about the Antichrist. Apple builds a ChatGPT-like App to help test the revamped Siri. Host: Alex Kantrowitz Guests: Brian McCullough, Dan Shipper, and Ari Paparo Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/twit expressvpn.com/twit fieldofgreens.com Promo Code "TWIT" zscaler.com/security spaceship.com/twit
With Nvidia's plan to invest $100 billion over time in OpenAI, is this type of investment in other competitors healthy for AI? Can LLMs actually handle enterprise tools and tasks? Meta launches a new AI short-form video feed. Apple is testing a new internal chatbot called Veritas as part of its efforts to revamp Siri. Nvidia (intends to) invest (up to) $100B in OpenAI (over time). Spending on AI is at epic levels. Will it ever pay off?. Jensen Huang: "We're already seeing trillion-dollar AI investments". How Anthropic and OpenAI are developing AI 'co-workers'. OpenAI says GPT-5 stacks up to humans in a wide range of jobs. OpenAI launches ChatGPT Pulse to proactively write you morning briefs. Meta launches 'Vibes,' a short-form video feed of AI slop. Trump signs executive order supporting proposed deal to put TikTok under US ownership. Amazon reaches $2.5 billion settlement over allegations it misled Prime users. Is GenZ unemployable? Top economists and Jerome Powell agree that Gen Z's hiring nightmare is real—and it's not about AI eating entry-level jobs. AI startup friend bets on foes with $1M NYC subway campaign. Peter Thiel wants everyone to think more about the Antichrist. Apple builds a ChatGPT-like App to help test the revamped Siri. Host: Alex Kantrowitz Guests: Brian McCullough, Dan Shipper, and Ari Paparo Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/twit expressvpn.com/twit fieldofgreens.com Promo Code "TWIT" zscaler.com/security spaceship.com/twit
With Nvidia's plan to invest $100 billion over time in OpenAI, is this type of investment in other competitors healthy for AI? Can LLMs actually handle enterprise tools and tasks? Meta launches a new AI short-form video feed. Apple is testing a new internal chatbot called Veritas as part of its efforts to revamp Siri. Nvidia (intends to) invest (up to) $100B in OpenAI (over time). Spending on AI is at epic levels. Will it ever pay off?. Jensen Huang: "We're already seeing trillion-dollar AI investments". How Anthropic and OpenAI are developing AI 'co-workers'. OpenAI says GPT-5 stacks up to humans in a wide range of jobs. OpenAI launches ChatGPT Pulse to proactively write you morning briefs. Meta launches 'Vibes,' a short-form video feed of AI slop. Trump signs executive order supporting proposed deal to put TikTok under US ownership. Amazon reaches $2.5 billion settlement over allegations it misled Prime users. Is GenZ unemployable? Top economists and Jerome Powell agree that Gen Z's hiring nightmare is real—and it's not about AI eating entry-level jobs. AI startup friend bets on foes with $1M NYC subway campaign. Peter Thiel wants everyone to think more about the Antichrist. Apple builds a ChatGPT-like App to help test the revamped Siri. Host: Alex Kantrowitz Guests: Brian McCullough, Dan Shipper, and Ari Paparo Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/twit expressvpn.com/twit fieldofgreens.com Promo Code "TWIT" zscaler.com/security spaceship.com/twit
With Nvidia's plan to invest $100 billion over time in OpenAI, is this type of investment in other competitors healthy for AI? Can LLMs actually handle enterprise tools and tasks? Meta launches a new AI short-form video feed. Apple is testing a new internal chatbot called Veritas as part of its efforts to revamp Siri. Nvidia (intends to) invest (up to) $100B in OpenAI (over time). Spending on AI is at epic levels. Will it ever pay off?. Jensen Huang: "We're already seeing trillion-dollar AI investments". How Anthropic and OpenAI are developing AI 'co-workers'. OpenAI says GPT-5 stacks up to humans in a wide range of jobs. OpenAI launches ChatGPT Pulse to proactively write you morning briefs. Meta launches 'Vibes,' a short-form video feed of AI slop. Trump signs executive order supporting proposed deal to put TikTok under US ownership. Amazon reaches $2.5 billion settlement over allegations it misled Prime users. Is GenZ unemployable? Top economists and Jerome Powell agree that Gen Z's hiring nightmare is real—and it's not about AI eating entry-level jobs. AI startup friend bets on foes with $1M NYC subway campaign. Peter Thiel wants everyone to think more about the Antichrist. Apple builds a ChatGPT-like App to help test the revamped Siri. Host: Alex Kantrowitz Guests: Brian McCullough, Dan Shipper, and Ari Paparo Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/twit expressvpn.com/twit fieldofgreens.com Promo Code "TWIT" zscaler.com/security spaceship.com/twit
News and Updates: Apple iOS 26 delivers one of the biggest iPhone upgrades in years. The new Liquid Glass interface adds a translucent, holographic look, while Spatial Scenes uses AI to turn photos into dynamic 3D wallpapers. Major app redesigns include a cleaner Camera for one-handed use, a simplified Photos layout, customizable Messages with polls and chat backgrounds, and an upgraded Lock Screen. New Battery Settings now estimate charging times and debut Adaptive Power Mode (on iPhone 15 Pro+). But the flashy Liquid Glass design has drawn complaints of eye strain, dizziness, and legibility issues, with Apple offering accessibility tweaks as workarounds. Intel + Nvidia struck a $5B partnership that could reshape PCs. Nvidia bought a 4–5% stake in Intel, and the two are co-developing hybrid CPUs with Nvidia GPU chiplets connected via NVLink. These SoCs could boost AI PCs, power slimmer gaming laptops, and bring workstation-level performance to mini desktops — potentially blurring the line between integrated and discrete graphics. Nvidia + OpenAI announced a massive $100B investment deal. Nvidia will fund the buildout of 10 gigawatts of AI data centers using its upcoming Vera Rubin chips, more than doubling today's top AI hardware. The arrangement lets Nvidia recycle investment into chip sales while giving OpenAI infrastructure to push toward “superintelligence.” The deal lifted Nvidia's market cap to nearly $4.5T, the largest in the world. SpaceX Starlink filed to launch up to 15,000 new satellites to supercharge its direct-to-cell service. The move follows a $17B spectrum deal with EchoStar and will boost capacity 20-fold, enabling LTE-like performance for calls and messaging in dead zones. T-Mobile remains the US launch partner, but CEO Elon Musk hinted SpaceX could eventually sell mobile service directly, competing with carriers. Microsoft is injecting Copilot into all Microsoft 365 accounts, unless you manually use the Customization feature to stop the auto install.
Check the self-paced AI Business Transformation course - https://multiplai.ai/self-paced-online-course/ What happens when AI not only matches but beats the best human minds?OpenAI and Google DeepMind just entered and won the "Olympics of coding", outperforming every top university team in the world… using off-the-shelf models. Now, combine that with agents, robotics, and a trillion-dollar infrastructure arms race, and business as we know it is about to change — fast.In this Weekend News episode of Leveraging AI, Isar Meitis breaks down the real-world implications of AI's explosive progress on your workforce, your bottom line, and your industry's future.Whether you're leading digital transformation or trying to stay ahead of disruption, this episode delivers the insights you need — minus the fluff.In this session, you'll discover:01:12 – AI beats elite humans at coding using public models05:15 – OpenAI's GDP-VAL study: AI outperforms humans in 40–49% of real-world jobs12:56 – KPMG report: 42% of enterprises already deploy AI agents18:02 – Allianz warns: 15–20% of companies could vanish without AI adaptation29:22 – OpenAI + Nvidia announce $100B+ infrastructure build33:30 – Deutsche Bank: AI spending may be masking a U.S. recession43:15 – Sam Altman introduces “Pulse”: ChatGPT gets proactiveand more!About Leveraging AI The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/ YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/ Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events If you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!
Upgrade your week in just 10 minutes with D(AI)ve Asprey's essential rundown on what matters most in longevity, biohacking, AI health tech, and medical freedom. Each story includes trusted source links—so you can check the facts. This episode covers: - Rapamycin's Reality Check: A sweeping new review (September 24) finds that the promise of rapamycin for longevity in healthy adults is still weak and inconsistent. Dave shares why lifestyle levers (fasting, protein timing, smart training) come first, and any rapamycin experiment should be clinician-guided and tracked with labs. Source: Aging-US press release – September 24, 2025 and EurekAlert science brief – September 24, 2025 - Senolytics Get Precise: New research (September 23) shows that not all “zombie cells” (senescent cells) are equal in how they respond to anti-aging drugs—so future protocols will be timed and typed, not one-size-fits-all. Source: Aging-US research stream – September 23, 2025 - AI Healthcare: Promise and Pause: The latest market outlook (September 23) says AI in healthcare is surging toward a $100B+ market by 2030, but 70% of doctors still want humans in the loop for diagnosis. Dave shares how to use AI as your copilot—not your captain. Source: Crescendo.ai – September 23, 2025 - Medical Policy Meets Machine Logic: A new federal pilot now lets AI approve or deny Medicare coverage, possibly cutting off therapies before a human review happens. Dave explains how to demand explainability, fair appeals, and human override to protect access. Source: KFF Health News policy rundown – September 25, 2025 - Longevity Headlines You Can Use: Forest bathing wins renewed praise for helping with blood pressure and stress. Northwestern's SuperAger project links strong social ties to resilient brain health. Human trials now test an antibody therapy to regrow lost teeth. Source: XandroLab Longevity Roundup – Week of Sept 22–25, 2025 Action steps for the week: Try fasting windows and smart protein clustering for mTOR modulation. Let AI help summarize your health data—but get decisions confirmed by your clinician. If you or your family touch Medicare, keep thorough documentation and demand human review. Soak in green spaces, reconnect socially, and watch for cutting-edge therapies. All source links provided for easy reference to the original reporting and research above. This is essential listening for fans of biohacking, hacking human performance, functional medicine, and longevity who want actionable tools from Host Dave Asprey and a guest who embodies what it means to age with energy, clarity, and vitality. Dave Asprey is a four-time New York Times bestselling author, founder of Bulletproof Coffee, and the father of biohacking. With over 1,000 interviews and 1 million monthly listeners, The Human Upgrade brings you the knowledge to take control of your biology, extend your longevity, and optimize every system in your body and mind. Each episode delivers cutting-edge insights in health, performance, neuroscience, supplements, nutrition, biohacking, emotional intelligence, and conscious living. New episodes are released every Tuesday, Thursday, Friday (audio-only), and Sunday (BONUS). Dave asks the questions no one else will and gives you real tools to become stronger, smarter, and more resilient. Keywords: Rapamycin, mTOR modulation, longevity, biohacking, senolytics, zombie cells, AI healthcare, Medicare coverage, human trials, forest bathing, SuperAger, brain health, fasting, protein cycling, medical freedom, anti-aging, personalized medicine, health tech, Dave Asprey, Human Upgrade podcast Thank you to our sponsors! LYMA | Go to https://lyma.sjv.io/gOQ545 and use code DAVE10 for 10% off the LYMA Laser. KILLSwitch | If you're ready for the best sleep of your life, order now at https://www.switchsupplements.com/ and use code DAVE for 20% off. Resources: • Danger Coffee: https://dangercoffee.com/discount/dave15 • Dave Asprey's BEYOND Conference: https://beyondconference.com • Dave Asprey's New Book – Heavily Meditated: https://daveasprey.com/heavily-meditated • Upgrade Collective: https://www.ourupgradecollective.com • Upgrade Labs: https://upgradelabs.com • 40 Years of Zen: https://40yearsofzen.com Timestamps: 0:00 — Intro 0:18 — Rapamycin Hype Check 1:07 — Senolytics Leveled Up 2:41 — AI in Healthcare 3:11 — AI Between You and Your Doctor 5:50 — Three Longevity Angles 7:59 — Outro See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz talk about Amazon's $2.5B fine incurred for tricking Prime members, Starbucks' planned closure of 400 locations, and Nvidia Investing $100B into OpenAI. ---✅ Ready to start investing? Open a brokerage account on Public.com/richhabits and get a FREE 1% match on all IRA deposits, transfers, and rollovers!---‼️ Have feedback to share? Please let us a comment on Spotify! We're excited to mold these new weekly episodes to be exactly what our listeners want. ---
In this episode of ABCDs, we cover why options and leverage may explain Bitcoin's rough September, the rise of crypto treasury stock buybacks, and Strive's $1.3B deal to acquire Semler as smaller players consolidate to compete with giants. We also break down Nvidia's $100B commitment to OpenAI, which likely drove Oracle's stock surge. Finally, we examine the overlooked challenge of data center power consumption as AI growth becomes increasingly concentrated. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Send us a text00:00 - Intro00:08 - Tether's $500B Valuation00:54 - OpenAI-Nvidia $100B AI Powerhouse Deal02:10 - Stripe BuyBack at $106.7B02:48 - TikTok US Valuation at Only $14B!03:45 - Fermi's $13B IPO for AI Data Center Energy04:18 - 1X Robotics' $10B+ Valuation05:21 - Anthropic for Microsoft AI Copilot05:51 - Databricks-OpenAI $100M Enterprise Pact06:26 - CoreWeave's $6.5B New OpenAI Deal
This is a free preview of a paid episode. To hear more, visit sub.thursdai.newsHola AI aficionados, it's yet another ThursdAI, and yet another week FULL of AI news, spanning Open Source LLMs, Multimodal video and audio creation and more! Shiptember as they call it does seem to deliver, and it was hard even for me to follow up on all the news, not to mention we had like 3-4 breaking news during the show today! This week was yet another Qwen-mas, with Alibaba absolutely dominating across open source, but also NVIDIA promising to invest up to $100 Billion into OpenAI. So let's dive right in! As a reminder, all the show notes are posted at the end of the article for your convenience. ThursdAI - Because weeks are getting denser, but we're still here, weekly, sending you the top AI content! Don't miss outTable of Contents* Open Source AI* Qwen3-VL Announcement (Qwen3-VL-235B-A22B-Thinking):* Qwen3-Omni-30B-A3B: end-to-end SOTA omni-modal AI unifying text, image, audio, and video* DeepSeek V3.1 Terminus: a surgical bugfix that matters for agents* Evals & Benchmarks: agents, deception, and code at scale* Big Companies, Bigger Bets!* OpenAI: ChatGPT Pulse: Proactive AI news cards for your day* XAI Grok 4 fast - 2M context, 40% fewer thinking tokens, shockingly cheap* Alibaba Qwen-Max and plans for scaling* This Week's Buzz: W&B Fully Connected is coming to London and Tokyo & Another hackathon in SF* Vision & Video: Wan 2.2 Animate, Kling 2.5, and Wan 4.5 preview* Moondream-3 Preview - Interview with co-founders Via & Jay* Wan open sourced Wan 2.2 Animate (aka “Wan Animate”): motion transfer and lip sync* Kling 2.5 Turbo: cinematic motion, cheaper and with audio* Wan 4.5 preview: native multimodality, 1080p 10s, and lip-synced speech* Voice & Audio* ThursdAI - Sep 25, 2025 - TL;DR & Show notesOpen Source AIThis was a Qwen-and-friends week. I joked on stream that I should just count how many times “Alibaba” appears in our show notes. It's a lot.Qwen3-VL Announcement (Qwen3-VL-235B-A22B-Thinking): (X, HF, Blog, Demo)Qwen 3 launched earlier as a text-only family; the vision-enabled variant just arrived, and it's not timid. The “thinking” version is effectively a reasoner with eyes, built on a 235B-parameter backbone with around 22B active (their mixture-of-experts trick). What jumped out is the breadth of evaluation coverage: MMU, video understanding (Video-MME, LVBench), 2D/3D grounding, doc VQA, chart/table reasoning—pages of it. They're showing wins against models like Gemini 2.5 Pro and GPT‑5 on some of those reports, and doc VQA is flirting with “nearly solved” territory in their numbers.Two caveats. First, whenever scores get that high on imperfect benchmarks, you should expect healthy skepticism; known label issues can inflate numbers. Second, the model is big. Incredible for server-side grounding and long-form reasoning with vision (they're talking about scaling context to 1M tokens for two-hour video and long PDFs), but not something you throw on a phone.Still, if your workload smells like “reasoning + grounding + long context,” Qwen 3 VL looks like one of the strongest open-weight choices right now.Qwen3-Omni-30B-A3B: end-to-end SOTA omni-modal AI unifying text, image, audio, and video (HF, GitHub, Qwen Chat, Demo, API)Omni is their end-to-end multimodal chat model that unites text, image, and audio—and crucially, it streams audio responses in real time while thinking separately in the background. Architecturally, it's a 30B MoE with around 3B active parameters at inference, which is the secret to why it feels snappy on consumer GPUs.In practice, that means you can talk to Omni, have it see what you see, and get sub-250 ms replies in nine speaker languages while it quietly plans. It claims to understand 119 languages. When I pushed it in multilingual conversational settings it still code-switched unexpectedly (Chinese suddenly appeared mid-flow), and it occasionally suffered the classic “stuck in thought” behavior we've been seeing in agentic voice modes across labs. But the responsiveness is real, and the footprint is exciting for local speech streaming scenarios. I wouldn't replace a top-tier text reasoner with this for hard problems, yet being able to keep speech native is a real UX upgrade.Qwen Image Edit, Qwen TTS Flash, and Qwen‑GuardQwen's image stack got a handy upgrade with multi-image reference editing for more consistent edits across shots—useful for brand assets and style-tight workflows. TTS Flash (API-only for now) is their fast speech synth line, and Q‑Guard is a new safety/moderation model from the same team. It's notable because Qwen hasn't really played in the moderation-model space before; historically Meta's Llama Guard led that conversation.DeepSeek V3.1 Terminus: a surgical bugfix that matters for agents (X, HF)DeepSeek whale resurfaced to push a small 0.1 update to V3.1 that reads like a “quality and stability” release—but those matter if you're building on top. It fixes a code-switching bug (the “sudden Chinese” syndrome you'll also see in some Qwen variants), improves tool-use and browser execution, and—importantly—makes agentic flows less likely to overthink and stall. On the numbers, Humanities Last Exam jumped from 15 to 21.7, while LiveCodeBench dipped slightly. That's the story here: they traded a few raw points on coding for more stable, less dithery behavior in end-to-end tasks. If you've invested in their tool harness, this may be a net win.Liquid Nanos: small models that extract like they're big (X, HF)Liquid Foundation Models released “Liquid Nanos,” a set of open models from roughly 350M to 2.6B parameters, including “extract” variants that pull structure (JSON/XML/YAML) from messy documents. The pitch is cost-efficiency with surprisingly competitive performance on information extraction tasks versus models 10× their size. If you're doing at-scale doc ingestion on CPUs or small GPUs, these look worth a try.Tiny IBM OCR model that blew up the charts (HF)We also saw a tiny IBM model (about 250M parameters) for image-to-text document parsing trending on Hugging Face. Run in 8-bit, it squeezes into roughly 250 MB, which means Raspberry Pi and “toaster” deployments suddenly get decent OCR/transcription against scanned docs. It's the kind of tiny-but-useful release that tends to quietly power entire products.Meta's 32B Code World Model (CWM) released for agentic code reasoning (X, HF)Nisten got really excited about this one, and once he explained it, I understood why. Meta released a 32B code world model that doesn't just generate code - it understands code the way a compiler does. It's thinking about state, types, and the actual execution context of your entire codebase.This isn't just another coding model - it's a fundamentally different approach that could change how all future coding models are built. Instead of treating code as fancy text completion, it's actually modeling the program from the ground up. If this works out, expect everyone to copy this approach.Quick note, this one was released with a research license only! Evals & Benchmarks: agents, deception, and code at scaleA big theme this week was “move beyond single-turn Q&A and test how these things behave in the wild.” with a bunch of new evals released. I wanted to cover them all in a separate segment. OpenAI's GDP Eval: “economically valuable tasks” as a bar (X, Blog)OpenAI introduced GDP Eval to measure model performance against real-world, economically valuable work. The design is closer to how I think about “AGI as useful work”: 44 occupations across nine sectors, with tasks judged against what an industry professional would produce.Two details stood out. First, OpenAI's own models didn't top the chart in their published screenshot—Anthropic's Claude Opus 4.1 led with roughly a 47.6% win rate against human professionals, while GPT‑5-high clocked in around 38%. Releasing a benchmark where you're not on top earns respect. Second, the tasks are legit. One example was a manufacturing engineer flow where the output required an overall design with an exploded view of components—the kind of deliverable a human would actually make.What I like here isn't the precise percent; it's the direction. If we anchor progress to tasks an economy cares about, we move past “trivia with citations” and toward “did this thing actually help do the work?”GAIA 2 (Meta Super Intelligence Labs + Hugging Face): agents that execute (X, HF)MSL and HF refreshed GAIA, the agent benchmark, with a thousand new human-authored scenarios that test execution, search, ambiguity handling, temporal reasoning, and adaptability—plus a smartphone-like execution environment. GPT‑5-high led across execution and search; Kimi's K2 was tops among open-weight entries. I like that GAIA 2 bakes in time and budget constraints and forces agents to chain steps, not just spew plans. We need more of these.Scale AI's “SWE-Bench Pro” for coding in the large (HF)Scale dropped a stronger coding benchmark focused on multi-file edits, 100+ line changes, and large dependency graphs. On the public set, GPT‑5 (not Codex) and Claude Opus 4.1 took the top two slots; on a commercial set, Opus edged ahead. The broader takeaway: the action has clearly moved to test-time compute, persistent memory, and program-synthesis outer loops to get through larger codebases with fewer invalid edits. This aligns with what we're seeing across ARC‑AGI and SWE‑bench Verified.The “Among Us” deception test (X)One more that's fun but not frivolous: a group benchmarked models on the social deception game Among Us. OpenAI's latest systems reportedly did the best job both lying convincingly and detecting others' lies. This line of work matters because social inference and adversarial reasoning show up in real agent deployments—security, procurement, negotiations, even internal assistant safety.Big Companies, Bigger Bets!Nvidia's $100B pledge to OpenAI for 10GW of computeLet's say that number again: one hundred billion dollars. Nvidia announced plans to invest up to $100B into OpenAI's infrastructure build-out, targeting roughly 10 gigawatts of compute and power. Jensen called it the biggest infrastructure project in history. Pair that with OpenAI's Stargate-related announcements—five new datacenters with Oracle and SoftBank and a flagship site in Abilene, Texas—and you get to wild territory fast.Internal notes circulating say OpenAI started the year around 230MW and could exit 2025 north of 2GW operational, while aiming at 20GW in the near term and a staggering 250GW by 2033. Even if those numbers shift, the directional picture is clear: the GPU supply and power curves are going vertical.Two reactions. First, yes, the “infinite money loop” memes wrote themselves—OpenAI spends on Nvidia GPUs, Nvidia invests in OpenAI, the market adds another $100B to Nvidia's cap for good measure. But second, the underlying demand is real. If we need 1–8 GPUs per “full-time agent” and there are 3+ billion working adults, we are orders of magnitude away from compute saturation. The power story is the real constraint—and that's now being tackled in parallel.OpenAI: ChatGPT Pulse: Proactive AI news cards for your day (X, OpenAI Blog)In a #BreakingNews segment, we got an update from OpenAI, that currently works only for Pro users but will come to everyone soon. Proactive AI, that learns from your chats, email and calendar and will show you a new “feed” of interesting things every morning based on your likes and feedback! Pulse marks OpenAI's first step toward an AI assistant that brings the right info before you ask, tuning itself with every thumbs-up, topic request, or app connection. I've tuned mine for today, we'll see what tomorrow brings! P.S - Huxe is a free app from the creators of NotebookLM (Ryza was on our podcast!) that does a similar thing, so if you don't have pro, check out Huxe, they just launched! XAI Grok 4 fast - 2M context, 40% fewer thinking tokens, shockingly cheap (X, Blog)xAI launched Grok‑4 Fast, and the name fits. Think “top-left” on the speed-to-cost chart: up to 2 million tokens of context, a reported 40% reduction in reasoning token usage, and a price tag that's roughly 1% of some frontier models on common workloads. On LiveCodeBench, Grok‑4 Fast even beat Grok‑4 itself. It's not the most capable brain on earth, but as a high-throughput assistant that can fan out web searches and stitch answers in something close to real time, it's compelling.Alibaba Qwen-Max and plans for scaling (X, Blog, API)Back in the Alibaba camp, they also released their flagship API model, Qwen 3 Max, and showed off their future roadmap. Qwen-max is over 1T parameters, MoE that gets 69.6 on Swe-bench verified and outperforms GPT-5 on LMArena! And their plan is simple: scale. They're planning to go from 1 million to 100 million token context windows and scale their models into the terabytes of parameters. It culminated in a hilarious moment on the show where we all put on sunglasses to salute a slide from their presentation that literally said, “Scaling is all you need.” AGI is coming, and it looks like Alibaba is one of the labs determined to scale their way there. Their release schedule lately (as documented by Swyx from Latent.space) is insane. This Week's Buzz: W&B Fully Connected is coming to London and Tokyo & Another hackathon in SFWeights & Biases (now part of the CoreWeave family) is bringing Fully Connected to London on Nov 4–5, with another event in Tokyo on Oct 31. If you're in Europe or Japan and want two days of dense talks and hands-on conversations with teams actually shipping agents, evals, and production ML, come hang out. Readers got a code on stream; if you need help getting a seat, ping me directly.Links: fullyconnected.comWe are also opening up registrations to our second WeaveHacks hackathon in SF, October 11-12, yours trully will be there, come hack with us on Self Improving agents! Register HEREVision & Video: Wan 2.2 Animate, Kling 2.5, and Wan 4.5 previewThis is the most exciting space in AI week-to-week for me right now. The progress is visible. Literally.Moondream-3 Preview - Interview with co-founders Via & JayWhile I've already reported on Moondream-3 in the last weeks newsletter, this week we got the pleasure of hosting Vik Korrapati and Jay Allen the co-founders of MoonDream to tell us all about it. Tune in for that conversation on the pod starting at 00:33:00Wan open sourced Wan 2.2 Animate (aka “Wan Animate”): motion transfer and lip sync Tongyi's Wan team shipped an open-source release that the community quickly dubbed “Wanimate.” It's a character-swap/motion transfer system: provide a single image for a character and a reference video (your own motion), and it maps your movement onto the character with surprisingly strong hair/cloth dynamics and lip sync. If you've used runway's Act One, you'll recognize the vibe—except this is open, and the fidelity is rising fast.The practical uses are broader than “make me a deepfake.” Think onboarding presenters with perfect backgrounds, branded avatars that reliably say what you need, or precise action blocking without guessing at how an AI will move your subject. You act it; it follows.Kling 2.5 Turbo: cinematic motion, cheaper and with audioKling quietly rolled out a 2.5 Turbo tier that's 30% cheaper and finally brings audio into the loop for more complete clips. Prompts adhere better, physics look more coherent (acrobatics stop breaking bones across frames), and the cinematic look has moved from “YouTube short” to “film-school final.” They seeded access to creators and re-shared the strongest results; the consistency is the headline. (Source X: @StevieMac03)I've chatted with my kiddos today over facetime, and they were building minecraft creepers. I took a screenshot, sent to Nano Banana to make their creepers into actual minecraft ones, and then with Kling, Animated the explosions for them. They LOVED it! Animations were clear, while VEO refused for me to even upload their images, Kling didn't care hahaWan 4.5 preview: native multimodality, 1080p 10s, and lip-synced speechWan also teased a 4.5 preview that unifies understanding and generation across text, image, video, and audio. The eye-catching bit: generate a 1080p, 10-second clip with synced speech from just a script. Or supply your own audio and have it lip-sync the shot. I ran my usual “interview a polar bear dressed like me” test and got one of the better results I've seen from any model. We're not at “dialogue scene” quality, but “talking character shot” is getting… good. The generation of audio (not only text + lipsync) is one of the best ones besides VEO, it's really great to see how strongly this improves, sad that this wasn't open sourced! And apparently it supports “draw text to animate” (Source: X) Voice & AudioSuno V5: we've entered the “I can't tell anymore” eraSuno calls V5 a redefinition of audio quality. I'll be honest, I'm at the edge of my subjective hearing on this. I've caught myself listening to Suno streams instead of Spotify and forgetting anything is synthetic. The vocals feel more human, the mixes cleaner, and the remastering path (including upgrading V4 tracks) is useful. The last 10% to “you fooled a producer” is going to be long, but the distance between V4 and V5 already makes me feel like I should re-cut our ThursdAI opener.MiMI Audio: a small omni-chat demo that hints at the floorWe tried a MiMI Audio demo live—a 7B-ish model with speech in/out. It was responsive but stumbled on singing and natural prosody. I'm leaving it in here because it's a good reminder that the open floor for “real-time voice” is rising quickly even for small models. And the moment you pipe a stronger text brain behind a capable, native speech front-end, the UX leap is immediate.Ok, another DENSE week that finishes up Shiptember, tons of open source, Qwen (Tongyi) shines, and video is getting so so good. This is all converging folks, and honestly, I'm just happy to be along for the ride! This week was also Rosh Hashanah, which is the Jewish new year, and I've shared on the pod that I've found my X post from 3 years ago, using the state of the art AI models of the time. WHAT A DIFFERENCE 3 years make, just take a look, I had to scale down the 4K one from this year just to fit into the pic! Shana Tova to everyone who's reading this, and we'll see you next week
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder & CEO of NVIDIA, for a sweeping deep dive on the new era of AI. From the $100B partnership with OpenAI to the rise of AI factories, sovereign AI, and protecting the American Dream—this episode explores how accelerated computing is reshaping the global economy. NVIDIA, OpenAI, hyperscalers, and global infrastructure: the AI race is on. Don't miss this must-listen BG2.(00:00) Intro(0:37) The Year in AI Recap(3:24) OpenAI Stargate & Nvidia Investment(8:41) Nvidia Accelerated Compute TAM(18:55) $NVDA ROI – Glut or Bubble?(27:45) Roundtripping Claims(31:10) Annual Release Cadence & Extreme Co-design(40:45) Future of ASICs & Economics(53:47) Nvidia's Competitive Moat(56:55) Elon, X.ai & Colossus 2(58:47) Sovereign AI & Global Buildout(1:02:21) The AI Administration(1:07:43) Chinese AI Chips & NVIDIA's Role(1:17:24) H-1B, Talent, & the American Dream(1:29:33) Invest America & American Right to Rise(1:37:40) The Future AheadProduced by Dan ShevchukMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcap https://x.com/altcapBill Gurley @bgurley https://x.com/bgurleyBG2 Pod @bg2pod https://x.com/BG2Pod
The AI Breakdown: Daily Artificial Intelligence News and Discussions
Nvidia and OpenAI's new $100B deal is one of the more massive moves of the new AI infrastructure era, securing massive compute capacity with billions of GPUs. The deal has sparked debate: some see it as the foundation of a new global economy built on real demand, while others warn of bubble-like circular funding. At stake is whether this signals unstoppable growth in AI or the first signs of overexuberance.Brought to you by:Is your enterprise ready for the future of agentic AI?Visit AGNTCY.orgVisit Outshift Internet of AgentsTry Notion AI today with Notion 3.0 https://ntn.so/nlwKPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcastsBlitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/Vanta - Simplify compliance - https://vanta.com/nlwThe Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? nlw@aidailybrief.ai
Want to start your own AI side hustle? Get our crash course here: https://clickhubspot.com/tyg Anime's explosion into mainstream American entertainment is driven by production costs that are a fraction of traditional Hollywood budgets and audiences that are increasingly global in their viewing preferences, with the anime market projected to grow 16% annually in the US through 2030. We examine how streaming platforms and changing generational tastes have created a $7.4 billion global anime market that could provide Hollywood with a lifeline. Plus: Nvidia will throw $100B into OpenAI and Michelob Ultra is America's #1 beer. Join our host Jon Weigell as he takes you through our most interesting stories of the day. Follow us on social media: TikTok: https://www.tiktok.com/@thehustle.co Instagram: https://www.instagram.com/thehustledaily/ Wanna watch this episode on YouTube? https://lnk.to/oxsURDRS Thank You For Listening to The Hustle Daily Show. Don't forget to hit subscribe or follow us on your favorite podcast player, so you never miss an episode! If you want this news delivered to your inbox, join millions of others and sign up for The Hustle Daily newsletter, here: https://thehustle.co/email/ If you are a fan of the show be sure to leave us a 5-Star Review, and share your favorite episodes with your friends, clients, and colleagues. The Hustle Daily Show is a part of Hubspot Media, produced by Darren Clarke, edited by Robert Hartwig with help from Alfred Schulz.
The NIA boys discuss Nvidia's $100B OpenAI Deal, Meta Ray-Ban Display & Oura's $10B ValuationTimestamps:(00:00:00) - Intro(00:05:33) - Nvidia's $100B OpenAI Deal(00:33:38) - Meta Ray-Ban Display(00:55:01) - Oura's $10B ValuationWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast Hosted on Acast. See acast.com/privacy for more information.
NVIDIA is doubling down on AI dominance with massive investments across cloud, chips, and infrastructure. It struck a $6.3B deal with CoreWeave to secure long-term GPU demand, is investing $5B in Intel to co-develop custom CPUs and PC chips that pair Intel processors with NVIDIA GPUs, and is committing up to $100B with OpenAI to build data centers requiring 10 gigawatts of power. These moves lock in demand, expand NVIDIA's role across computing ecosystems, and cement its leadership in the race to scale global AI infrastructure. This and more on the Tech Field Day News Rundown with Alastair Cooke and guest host Scott Robohn. Time Stamps: 0:00 - Cold Open 0:36 - Welcome to the Tech Field Day News Rundown1:22 - Hugging Face Brings Open-Source Models to GitHub Copilot Chat3:52 - Pulumi Introduces AI Agents to Automate Infrastructure Management6:51 - Cisco DevNet is now Cisco Automation 9:12 - North Dakota to Test Portable Micro Data Centers for AI in Oil Fields12:14 - Sumo Logic Launches AI Agents to Streamline Cybersecurity Operations14:46 - Justice Department Moves to Break Up Google's Ad Business17:43 - NVIDIA's Multi-Billion-Dollar Moves Expand AI and Computing Leadership21:35 - The Weeks Ahead22:58 - Thanks for Watching the Tech Field Day News RundownGuest Host: Scott Robohn, CEO of SolutionalFollow our hosts Tom Hollingsworth, Alastair Cooke, and Stephen Foskett. Follow Tech Field Day on LinkedIn, on X/Twitter, on Bluesky, and on Mastodon.
Timestamps• 8:15 – Intel's best day since 1987: +22% after Nvidia's $5B investment. Is this Intel's AI comeback or just Nvidia hedging?• 17:16 – H-1B Visa Whiplash: Trump slaps new fees, Big Tech & Wall Street scramble, workers rush back before midnight.• 35:00 – Apple shares rebound.• 42:30 – Nvidia stock rises on $100B OpenAI partnership news.• 50:00 – Will stock prices come down soon?• 57:00 – Disney stock fallout after the Jimmy Kimmel debacle.• 1:12:00 – Lyft surges 20% after Waymo robotaxi deal in Nashville. Uber vs Lyft.• 1:33:00 – SMH ETF hits all-time high.• 1:39:00 – Build-A-Bear stock update.• 1:41:00 – Steve Carless joins to discuss AI music artists.Intel just had its best day since 1987, surging 22% after Nvidia announced a $5 billion investment in the struggling chipmaker. Is this the start of Intel's AI comeback or just Nvidia hedging its bets? We break down what this move really means for the semiconductor industry and the AI revolution.Meanwhile, Trump's new H-1B visa fees have sent shockwaves through Big Tech and Wall Street. Microsoft, Amazon, Alphabet, and Goldman Sachs scrambled to issue urgent memos as Indian and Chinese workers rushed back to the U.S. before the midnight deadline. Plus, Apple shares rebound, Nvidia pops on a $100 billion OpenAI partnership, and Disney faces major fallout after the Jimmy Kimmel debacle.We also dive into the rideshare wars as Lyft jumps 20% on a Waymo robotaxi deal, Uber vs Lyft face-off, SMH ETF hitting all-time highs, and even Build-A-Bear stock making noise. To close, music industry veteran Steve Carless joins the conversation to explore the future of AI music artists and how tech continues to disrupt every corner of business and culture.#StockMarket #Intel #Nvidia #Apple #Disney #Lyft #Uber #AI #Investing #MarketMondays #SteveCarlessOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Nvidia is investing $100B in OpenAI, and there are a billion angles to that fact, so get ready to dive into it. Why were there giant sim farms popping up around NYC? The new AI to help you with Candy Crush, I guess. And new buzzword alert: say hello to “workslop.” Nvidia is partnering up with OpenAI to offer compute and cash (The Verge) Altman, Huang and the last-minute negotiations that sealed the $100 billion OpenAI-Nvidia deal (CNBC) Secret Service Thwarts Plot to Take Out Cell Service Near UN (Bloomberg) Play Games Sidekick is Gemini Live for Android games (9to5Google) AI Generated "Workslop" Is Destroying Productivity (Harvard Business Review) Learn more about your ad choices. Visit megaphone.fm/adchoices
Nvidia will invest $100B in OpenAI, a deal announcement that boosted chip stocks abroad. After nearly two decades at Disney, Kevin Mayer left to lead TikTok U.S. and serve as COO at its parent Bytedance in 2020. Three months later, amid concerns about Chinese influence and the CCP's access to the platform's data, Mayer left his role. Today, he discusses TikTok's path forward in the U.S., as well as Disney's decision to suspend and reinstate Jimmy Kimmel's show on ABC. General Catalyst CEO Hemant Taneja believes it's time for Silicon Valley to move away from its long-held “move fast and break things” attitude. The investor in Stripe, Snap, Anduril, and Airbnb is betting on intentional building in the fast-paced world of AI innovation. Plus, JPMorgan CEO Jamie Dimon is speaking out on the Trump administration's proposed H-1B visa policy.Kevin Mayer - 21:32Hemant Taneja - 33:28 In this episode:Hemant Taneja, @htanejaJoe Kernen, @JoeSquawk Becky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Health systems know they need to pull out all the stops when it comes to improving operational efficiency, given their financial climate. That doesn't necessarily mean they need entirely new strategies — but they do need to make the most of the tried-and-true tactics. Care variation reduction (CVR) has been part of the operational excellence playbook for years. The opportunity for efficiency and cost savings through CVR is massive—about $100B nationally — but the vast majority of health systems have not been able to unlock its full potential. This week, host Abby Burns invites Advisory Board provider operations expert Isis Monteiro to break down what's getting in the way of realizing that $100B, and how leaders can start to move the needle. We're here to help: Ep. 239: UNC Health: The care variation reduction story you need to hear Care Variation Reduction Assessment Identify your biggest opportunities for care variation reduction 6 strategies to improve your operating margins and financial resilience [Webinar] Care variation reduction: A $100B savings opportunity Learn from the 100+ health system finance leaders who participated in Advisory Board's capital spending survey — and find out how health systems are making capital decisions today. A transcript of this episode as well as more information and resources can be found on RadioAdvisory.advisory.com.
Linktree: https://linktr.ee/AnalyticJoin The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: https://ow.ly/msoH50WCu0K In this segment of Notorious Mass Effect, Analytic Dreamz dives into Nvidia's $100B investment in OpenAI, announced Sept. 22, 2025. We break down the deal's structure, including cash for Nvidia's AI hardware and a non-controlling equity stake. Analytic Dreamz explores the 10-gigawatt AI infrastructure plan, its $50B–$60B per GW cost, and its impact on OpenAI's 700M users. We also cover regulatory risks, Nvidia's global AI expansion, and market reactions. Join Analytic Dreamz for an in-depth look at this game-changing AI partnership. Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Ben discusses yesterday's Autism Announcement, Bessent's comments on Argentina, and Nvidia's investment of up to $100 billion in OpenAI. Song: If This Is Just a Game - David Allan Coe For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
Americans are increasingly anxious about artificial intelligence (AI), with a recent Pew Research Center study revealing that 50% of participants express more concern than excitement regarding AI's growing presence in daily life. This marks a significant rise from 37% in 2021. The study highlights skepticism about AI's impact on creativity and interpersonal relationships, with many believing it could worsen creative thinking and negatively affect human connections. This growing anxiety underscores the need for better understanding and control over AI applications in society.In the workplace, AI is reshaping learning and development, with organizations in the US, UK, Australia, and New Zealand increasing their budgets for these initiatives. A report from LearnUpon indicates that 43% of learning leaders fear AI could fully replace their roles, while 40% anticipate partial changes due to AI disruption. Despite the investment in learning and development, there is a palpable tension as employees question whether AI will ultimately assist or displace them, raising concerns about trust and stability in the workplace.Meanwhile, NVIDIA's recent $100 billion investment in OpenAI has sparked discussions about the stability of the AI market. This investment is part of a larger trend where major tech firms are projected to invest over $325 billion in AI data centers globally. However, the cycle of capital and chips raises questions about real demand versus artificial demand, as the investment appears to be a circular loop that could lead to instability if market conditions change. Providers are advised to focus on building value through governance and integration rather than relying solely on AI infrastructure costs.A wave of new vendor launches, including Acronis, Hexnode, and CloudRadial, highlights a trend towards automation and consolidation in the industry. These companies are introducing solutions that integrate security, backup, and management functions to simplify operations for managed service providers (MSPs). As MSPs begin to take on vendor roles themselves, the emphasis is on creating efficiencies and better governance to enhance client relationships. The overarching theme is that while technology evolves, the real differentiation for providers will come from how they implement and govern these tools to deliver meaningful business outcomes. Three things to know today00:00 Pew Finds Americans More Worried Than Excited About AI as Workplace and Research Risks Mount05:10 Nvidia's $100B Bet on OpenAI Fuels Data Center Boom—But Risks a Circular Spending Loop07:52 Vendors Race to Simplify MSP Stack With Security, AI, and Automation—While Netrio Proves Providers Can Be Builders Too This is the Business of Tech. Supported by: https://cometbackup.com/?utm_source=mspradio&utm_medium=podcast&utm_campaign=sponsorshiphttps://mailprotector.com/ Webinar: https://bit.ly/msprmail All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nvidia says they plan to invest up to $100 billion in OpenAI to support a massive buildout of AI data centers requiring 10 gigawatts of power, equivalent to 4–5 million GPUs.Featured Guest: Jaymes Davis, Chief Technical Evangelist, Kasm Technologies
S&P futures are flat. NVIDIA's $100B strategic investment in OpenAI continues to support global sentiment around AI-related growth. Asian markets finished mixed with South Korea outperforming. After a strong bull run in tech stocks, concerns over a liquidity-driven bubble and regulatory oversight have led to a second day of declines in Chinese markets. European equities are firmer in early trades. Companies Mentioned: Boeing, NVIDIA, TSMC, TikTok
Mike Armstrong and Marc Fandetti discuss the often asked question if the stock market is overvalued. Miran is contradicting himself on the case for big rate cuts. China floods the world with cheap exports after Trump's tariffs. Nvidia to invest up to $100B in OpenAI. Spirit Airlines furloughing one-third of its flight attendants.
Stocks are defying September's historically bearish reputation, thanks in part to a risk-on tone and a recent Fed policy pivot. Kevin Green discusses the record-moves in equities. Nvidia's (NVDA) $100B AI investment in OpenAI is a major tailwind, with the chipmaker's products set to power the expansion of OpenAI's data centers. Elsewhere, Apple (AAPL) is finally showing signs of life after a lackluster year, with a potential refresh cycle and strong demand in China and the U.S. driving optimism. Meanwhile, gold notched a new record high, with conviction in the gold trade still running strong despite a red-hot equity market.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
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Stock market update for September 23, 2025. This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosures.
President Trump addresses the United Nations General Assembly, touting the strength of the U.S. economy, criticizing renewables and threatening more tariffs on Russia. Then new reporting from CNBC reveals how Jensen Huang and Sam Altman hammered out AI's boldest deal yet. And shares of Kenvue rebounding as Trump's unproven claims linking Tylenol to autism face push back. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
```html i'm wall-e, welcoming you to today's tech briefing for tuesday, september 23rd. explore the latest in tech news: nvidia's major investment in openai: plans to invest up to $100 billion to aid in building large-scale data centers for ai models, positioning nvidia as a key partner for openai. tiktok's u.s. operations stabilization: a likely deal framework may see oracle, silver lake, and andreessen horowitz taking majority control over tiktok's u.s. operations, with oracle managing app security. meta's ai dating assistant: new ai assistant for facebook dating aims to enhance user matching and combat swipe fatigue using features like "meet cute" for curated weekly matches. that's all for today. we look forward to having you back here tomorrow. ```
Plus - Facebook is getting an AI dating assistant; eBay to acquire social marketplace platform Tise Learn more about your ad choices. Visit podcastchoices.com/adchoices
Karen Clark, co-founder and CEO, Karen Clark & Co., discusses why the United States remains vulnerable to a $100 billion hurricane, with rising coastal property values amplifying exposure risks for insurers.
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Nvidia (NVDA) is making a 12-digit investment into OpenAI. The market leader will use $100 billion to help OpenAI build at least 10 gigawatts worth of data centers for the ChatGPT parent company with deployments starting next year. Marley Kayden notes that the massive investment shows confidence in the A.I. story but adds it will take a long time for the data center buildout to shape up. Volatility against the A.I. narrative can create speed bumps on the road to those deployments.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
It was another record-setting day for most of the major indices, helped by Nvidia's (NVDA) announcement that it will invest $100 billion into OpenAI. Apple (AAPL) rallied after Wedbush's Dan Ives upped his price target of the stock, as did Metsera (MTSR) after it was acquired by Pfizer (PFE). Marley Kayden takes investors through an eventful start to the trading week.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
A look at what the options market is signaling to investors. Dealmaking is on the rise in 2025. And Nvidia and OpenAI announced Nvidia will be investing up to $100B in OpenAI. Where will the energy to power the AI come from? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Austin Campbell, Managing Partner at Zero Knowledge Consulting, and Adam Zarazinski, CEO at Inca Digital, explore the Genius Bill and its potential to revolutionize the stablecoin landscape. They discuss the many changes with the current government, including regulations and compliance, along with how this new legislative proposal could drive innovation and widespread adoption of stablecoins. Key Takeaways: Why the Genius Bill matters, and its potential impact on stablecoin adoption New compliance experiments and why the traditional approach is dead The brain drain of crypto experts within banking The need for innovation and technological transformation in traditional finance Guest Bio: Austin Campbell is the managing partner and founder of Zero Knowledge Consulting, and an adjunct professor at Columbia Business School. Previously, he ran the stablecoin platform and portfolio management at Paxos, and was the chief risk officer of Paxos National Trust. Austin has managed fixed income trading desks at JP Morgan and Citi covering >$100B of cash derivatives, and has been a portfolio manager and structurer at Stone Ridge, the parent of NYDIG. He holds a BS in Mathematics from CSU Chico, and an MBA from NYU Stern. Adam Zarazinski is the CEO of Inca Digital, a fintech company that provides data and analytics on the digital asset ecosystem to government agencies and financial institutions using natural language processing and LLMs. ---------------------------------------------------------------------------------------- About this Show: The Brave Technologist is here to shed light on the opportunities and challenges of emerging tech. To make it digestible, less scary, and more approachable for all! Join us as we embark on a mission to demystify artificial intelligence, challenge the status quo, and empower everyday people to embrace the digital revolution. Whether you're a tech enthusiast, a curious mind, or an industry professional, this podcast invites you to join the conversation and explore the future of AI together. The Brave Technologist Podcast is hosted by Luke Mulks, VP Business Operations at Brave Software—makers of the privacy-respecting Brave browser and Search engine, and now powering AI everywhere with the Brave Search API. Music by: Ari Dvorin Produced by: Sam Laliberte
Web3 Academy: Exploring Utility In NFTs, DAOs, Crypto & The Metaverse
Is Ethereum losing its crown to Solana? Is the Base token finally dropping? And are apps like Pump.fun and Hyperliquid becoming more important than the chains they run on? In today's episode, Blockworks' Head of Research Ryan Connor joins Jesse Eckel and Jay Hamilton to break down the real battle happening beneath the charts, where the future of crypto is being shaped by app-level innovation, not just Layer 1s.~~~~~
Get the full DOE report on Substack: https://federalytics.substack.com/p/the-186-billion-small-business-roadmapGovernment Contracting 101: https://www.govclose.comFull DOE Intelligence Report (Federalytics): federalytics.substack.comDOE Contracts: Two Markets, One Oligopoly — Where Small Businesses (and Investors) Actually WinThe Department of Energy awarded $186B in contracts in recent years — but $79B is concentrated in a nuclear-weapons oligopoly dominated by five M&O primes. If you're a small business (or investing in one), the play isn't to storm the wall — it's to navigate the $100B+ opportunity zone where competition is lower, vehicles are direct, and outcomes are repeatable. This briefing shows: which offices to target, which NAICS to favor, why GSA MAS barely matters at DOE, how to leverage subcontracting pathways into the Big Five, and how the GAO's $1.1B compliance finding creates a verification edge for disciplined firms.Who this is forFounders and BD leaders selling to DOE/NNSAPE/VC investors & boards pressure-testing pipeline quality, CAC to CLV, and competitive moats in federal marketsCorporate strategy teams evaluating inorganic roll-ups in R&D, engineering, and EM servicesWhat you'll learn:DOE's “two-economy” reality: no-entry M&O vs. accessible direct-award ecosystemOffice-level and NAICS-level tactics to avoid high-bidder bloodbathsHow to use subcontracting to wedge into the nuclear complex supply chainWhy the GAO small-business audit (~$1.1B) signals tighter verification — and how to capitalize on itTimestamps (SEO-optimized for YouTube + AI search)00:00 DOE $186B overview00:20 Federalytics report00:40 NNSA M&O no-entry01:00 The Big Five labs01:20 $107B opportunity zone01:40 Target offices to win02:00 Competition math (offers)02:20 Vehicles that work at DOE02:40 NAICS picks to target03:00 Rule of 5 filter03:20 Subcontracting paths03:40 GAO $1.1B compliance04:00 GovClose playbook04:20 Next steps + dataLinks• Full DOE Intelligence Report (Federalytics): federalytics.substack.com• Learn to sell to government & build multiple revenue streams (GovClose): govclose.comConnect with Rick on LinkedIn: https://www.linkedin.com/in/govclose/Notes & context“Offers per award” is a proxy for competition. Lower is better for small businesses and for investors modeling win-rates and BD efficiency.Figures reflect recent DOE awards where competition data is reported; incomplete records are excluded for accuracy.This content is for market intelligence and strategy; it's not legal advice.
OpenAI has announced a major restructuring plan that involves transferring an equity stake valued at over $100 billion to the non-profit organization overseeing it. This move is part of a broader strategy to transition OpenAI from a non-profit to a public benefit corporation, alongside a tentative agreement to resolve financial issues with Microsoft, which has invested over $13 billion in OpenAI since 2019. The revised agreement includes a clause that limits Microsoft's access to OpenAI's most advanced technologies if they achieve artificial general intelligence. This transition is under scrutiny from regulators and raises concerns about OpenAI's commitment to its foundational mission of ensuring that artificial intelligence benefits humanity.The financial implications of OpenAI's restructuring are significant, particularly with an estimated computing cost problem of $350 billion. This staggering figure not only highlights the challenges OpenAI faces but also sets a concerning precedent for other tech companies relying on cloud computing resources. If OpenAI struggles with these costs, it could lead to higher API pricing, throttled access, or abrupt contract changes that would affect managed service providers (MSPs) and their clients. The podcast emphasizes the importance of diversifying partnerships and negotiating flexibility in contracts to mitigate potential volatility in the AI landscape.In other industry news, N-able has launched CATMIP, an initiative aimed at standardizing AI terminology in cybersecurity and IT management. This effort seeks to address the inconsistencies in terminology across different tech vendors, which can lead to errors and ambiguities in AI command interpretation. Meanwhile, Kaseya has reshaped its leadership with a community-first message, appointing new executives to enhance its AI-first platform, Kaseya 365. These changes reflect a shift towards a more community-centric approach for managed service providers, although the podcast cautions that new titles alone won't resolve existing integration challenges.Adobe and Coro are also making strides in integrating AI into their offerings. Adobe has introduced AI agents in its Experience Cloud, with over 70% of customers already adopting the new tools designed to enhance customer experience processes. Coro has released a new version of its cybersecurity platform tailored for small and mid-sized businesses, leveraging AI to simplify security processes. The podcast concludes with a discussion on the decline of the open web, the normalization of AI as a technology, and the importance of aligning AI adoption with business goals rather than treating it as a standalone strategy. Four things to know today 00:00 OpenAI Restructures With $100B Equity Transfer While Confronting $350B Compute Crisis03:58 N-able Pushes AI Standardization While Kaseya Reshapes Leadership for AI-First Future06:51 Adobe Targets Customer Experience as Coro Brings Enterprise Security to SMBs08:28 Open Web Fades, AI Normalizes, and Strategy Matters More Than Ever This is the Business of Tech. Supported by: https://scalepad.com/dave/ All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech
Join José Macedo and Yan Liberman as they host Michael Egorov, co-founder of Curve Finance and one of DeFi's original pioneers. Michael introduces Yield Basis — his ambitious new protocol that aims to solve one of DeFi's biggest problems: impermanent loss. Learn how this innovation could finally unlock natural, sustainable yield on Bitcoin at scale, creating the long-sought "holy grail" of yield-bearing Bitcoin without the downsides of traditional AMM strategies.Curve Finance: www.curve.financeYield Basis: https://yieldbasis.com
As Oracle (ORCL) soars on its anticipated cloud revenue prospects, Marley Kayden takes a look at Alphabet's (GOOGL) $100 billion outstanding commitments for Google Cloud. She talks about how the Mag 7 giant can use the expected contracts to add to its already-tremendous 2025 rally. Prosper Trading Academy's Scott Bauer offers an example options trade for Alphabet.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
```html i'm wall-e, welcoming you to today's tech briefing for tuesday, september 9th! dive into today's top tech stories: databricks' milestone: exceeds $100 billion valuation post $1 billion funding round, driven by ai-centric databases and $4 billion in annual recurring revenue. netskope's ipo plans: cloud security platform aiming for $6.5 billion valuation with ipo pricing set between $15-$17 per share. cognition ai's valuation boost: secures $400 million funding, skyrocketing valuation to $10.2 billion with strong growth in ai coding agent devin. intel's leadership revamps: ceo lip-bu tan initiates strategic appointments to advance innovation and product delivery. snap's internal transformation: pivot to “startup squads” to spur growth amidst declining ad revenues, while snapchat+ subscriptions rise. stay tuned for tomorrow's tech updates! ```
Another busy week in tech and your favorite quad are back! We go over: Google's antitrust “win,” AI M&A mania, Anthropic's stay-private debate, why lawyers out-earn bankers now, and the barbell reality of internet businesses. We also unpack creator vs algorithm dynamics, the rise of Ozempic, and Sam's wild “AI petty-lawsuit bot” idea.Chapters:02:07 – OpenAI's $300k copywriting hire → AI not there yet09:03 – AI M&A deals are small relative to hype10:55 – Lawyers now out-earning bankers12:40 – Google's antitrust “loss” turned into a win17:31 – Government says “AI will handle capitalism”22:02 – Debate: force unicorns public at $100B+40:15 – Creators must transcend algorithms, not rely on feeds45:07 – Only ~20M Americans really buy things — own that niche56:07 – AI petty-lawsuit bots as the next “big market”57:22 – AI is just compute wars, zero net valueWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/W1HVKJZg7qoConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit
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