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Elon Musk's early friend and investor backed Musk in the early days of Tesla and SpaceX, turned a small bet into one of the most legendary outcomes in modern business history, and broke down risk, relied on intuition, and spotted world-changing talent early.
Episode 249: Steam Deck Gets Pricier, Xbox Faces Hard Decisions, Nvidia Goes All-In on AI, and iOS 27 Leaks EarlyJay and Karl unpack another turbulent week in tech. Valve pushes Steam Deck pricing sharply upward, Nvidia doubles down on Taiwan and AI investment, and early iOS 27 leaks give us a glimpse of Apple's next software direction. Meanwhile Xbox leadership warns of difficult choices ahead, and ClickUp attempts an unusual post-layoff morale strategy.Full show notes & links:https://techrant.online/weekly-tech-rant-episode-249/Also available on:Apple Podcasts | YouTubeIn This EpisodeNewsClickUp promises seven-figure salaries after layoffsAn unusual retention strategy follows a 22 percent workforce reduction.Nvidia plans $150B annual investment in TaiwanJensen Huang describes Taiwan as the epicentre of the AI revolution.Valve raises Steam Deck pricesThe handheld becomes significantly more expensive as pricing pressure grows.iOS 27 leak reveals redesigned Siri and Camera appApple's next software release may already be showing its hand.Xbox warns of difficult decisions aheadQuestions grow around Helix, Xbox studios, and the future of exclusives.Say hello:@WeeklyTechRant | @weeklytechrant.bs
Elon Musk's early friend and investor backed Musk in the early days of Tesla and SpaceX, turned a small bet into one of the most legendary outcomes in modern business history, and broke down risk, relied on intuition, and spotted world-changing talent early.
Two retirees with the same balance can take wildly different incomes home — it's not about returns, it's about taxes.This week on Money On Tap, Ben Brayshaw and Dan Michelon unpack The Science of Retirement Income — How to Create Income Alpha: the practice of beating the market not by picking better stocks, but by keeping more of what you already have through tax-aware planning.What you'll learn:What "Income Alpha" actually means — and why it's worth 15–30% more retirement income, year after yearHow Social Security gets taxed at 0%, 50%, or 85% — and how to control which one applies to youThe Roth IRA conversion ladder: filling the 22% bracket today to avoid the 30%+ bracket laterThe lesser-known after-tax account strategy — converting future ordinary-income tax into capital-gains taxQualified Charitable Distributions (QCDs) — the single highest-leverage move for charitable retireesDonor-Advised Funds and Charitable Trusts — stacking giving with Roth conversion yearsThe hidden IRMAA Medicare tax — and the income thresholds that can cost you $1,000–$3,000 a yearThe Widow Tax Trap — the most damaging tax in retirement and how to plan around itWhy the year of a spouse's passing is the last big planning window — and what to do with itWhat 1–2 years of tax returns will tell a good planner that your investment statement never willPlus Money In The News:Weight-loss drug developers line up to tap a $150B market (Eli Lilly, Novo Nordisk, the pill-vs-shot race)Nike stock tumbles 13% to an 11-year low on China weaknessAverage tax refund up 11% from a year ago — IRS data and what it means for inflationFree resource: Email us with "Charitable Giving Booklet" in the subject and we'll send our charitable giving guide.Read the companion blog: brayshawfinancial.com/blogSchedule a free consultation: app.greminders.com/t/9f3ce72e/initialconsultaFull Money On Tap episode library: brayshawfinancial.com/money-on-tapContact UsPhone: 855-226-8551Email: info@yourmoneyontap.comOffice: 116 South River Road, Bedford, NH 03110Web: brayshawfinancial.comWhy do Americans fear running out of money more than death? A recent Allianz survey found that 61% of Americans fear running out of money in retirement more than they fear death itself. The shift reflects structural changes: pensions have largely disappeared, 401(k)s placed the risk of retirement success on individuals, life expectancy has stretched, inflation has accelerated, healthcare costs are rising, and Social Security is on track for a benefit cut. The fear is rational — and the planning response is to build a multi-source income plan rather than to hope a portfolio alone is enough.
Electricity demand is rising fast. But New York is asking a different question than most states:What kind of demand is actually worth building for?In this live conversation from IESNA 2026, Nico sits down with Doreen Harris, President of NYSERDA, to explore how one of the largest economies in the country is preparing for 20–25% electricity load growth over the next 15 years. From AI infrastructure and semiconductor manufacturing to distributed solar and storage, New York is making major investments while trying to ensure growth also creates long-term economic value.Doreen explains why durable policy signals matter, why transmission remains central to the next phase of grid buildout, and why "business as usual" already requires massive infrastructure investment.Expect to learn:
(0:00) David Friedberg welcomes Charles & Chase Koch (1:04) Koch Inc. Overview: Scale, Business Lines & History (2:21) Building the Business: Early Days & Charles Koch Joins (1961) (11:31) Failures, Creative Destruction & Learning from Mistakes (19:22) Culture & Principle-Based Management (33:53) Georgia-Pacific Acquisition & Culture Transformation (56:17) Stand Together: Education Reform & Social Change (1:12:37) AI, Economic Challenges & the Future of Capitalism Thanks to our partner Axon.ai for making this possible. Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
Shopify posted its strongest quarter in four years and the stock fell 7%. Rick walks through why Wall Street wasn't impressed, what the LVMH signing actually means for the "Shopify is only for startups" narrative, and the credit-loss line item that's quietly getting bigger.Also this week:Amazon Q1: three numbers Wall Street missed, including a $150B grocery run rate and free cash flow down 95%The Watson Weekly is sponsored by Avalara—the agentic AI platform automating global tax and compliance for leading eCommerce brands. Go to avalaratax.watsonweekly.com for more details.Alphabet's Universal Commerce Protocol, now signed by Kingfisher, Target, and WayfairGameStop's $55.5B bid for eBay, with Ryan Cohen pitching it as "Chewy on steroids"Investor Minute: PayPal restructure, Recharge buys Skio for $105M, Cognizant grabs Astreya for $600M, Lipton takes a $245M CVC investment, District raises $14.7M seed
Andrew Wang and Arun Sundaram break down Amazon's (AMZN) blowout quarter as strong earnings and record margins reignite the bull case. They highlight accelerating growth at Amazon Web Services, now running at a $150B annual pace, and the company's expanding custom silicon strategy with Trainium and Graviton chips. The duo explains how internal chip adoption could drive major capex savings and asks whether Amazon ultimately becomes a merchant supplier of its proprietary data‑center hardware.======== 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
What if the clothes you're putting on your body, or your child's body, every single day… were quietly poisoning you? In this explosive solo episode, Darin exposes a shocking and largely ignored reality: fast fashion clothing, especially brightly colored, cheap garments, may be loaded with toxic heavy metals like lead. Backed by a 2026 study from the American Chemical Society, this conversation reveals how these chemicals don't just sit on fabric, they leach into your skin, enter your bloodstream, and accumulate over time. From the hidden chemistry behind synthetic dyes to the devastating neurological effects of lead exposure in children, this episode pulls back the curtain on one of the most overlooked "fatal conveniences" in modern life—and gives you the tools to make safer, smarter choices starting today. What You'll Learn The shocking discovery: children's clothing exceeding federal lead limits Why bright, cheap fast fashion items are the most toxic How heavy metals like lead are used to fix dyes into fabrics Why your skin is not a barrier, but a direct absorption pathway The connection between clothing, sweat, and chemical absorption The devastating effects of lead exposure on children's brains and development Why there is no safe level of lead exposure The hidden chemical load in fast fashion: PFAS, phthalates, formaldehyde How the fast fashion industry cuts costs at the expense of health Practical steps to protect yourself and your family Chapters 00:00:00 – Opening: introducing the fast fashion heavy metal crisis 00:00:17 – The "cheap t-shirt" scenario and hidden danger 00:00:46 – Speaking directly to parents and caregivers 00:01:30 – The shocking claim: clothing may contain neurotoxins 00:02:45 – 2026 study: children's clothing tested for lead 00:03:14 – Every sample exceeded federal safety limits 00:04:20 – Lead exposure happening through daily wear 00:05:33 – Fast fashion industry scale: $150B+ and growing 00:06:20 – 1,000 new styles per day: the system behind overproduction 00:07:09 – How cheap clothing is actually manufactured 00:07:49 – Chemical dyes and fixatives explained 00:08:20 – Why lead is used in fabric dyeing 00:08:49 – Study details: methodology and testing process 00:09:21 – Research team and origin of investigation 00:10:52 – Advanced testing: spectroscopy and EPA protocols 00:11:40 – Results: every shirt failed safety standards 00:12:10 – Bright colors = higher toxicity 00:13:05 – Secondary experiment: ingestion and mouthing behavior 00:14:00 – Children chewing clothing: real-world exposure 00:14:49 – Skin is not a barrier—it's a delivery system 00:15:30 – Sweat and heat increase chemical absorption 00:16:28 – Microplastics and chemical leaching through skin 00:17:13 – Exercise increases toxin absorption 00:18:00 – Flame retardants and systemic circulation 00:18:50 – Long-term exposure: accumulation over time 00:19:36 – No safe level of lead exposure—global consensus 00:20:15 – Effects on children: brain damage and development issues 00:21:14 – Behavioral, cognitive, and neurological consequences 00:22:00 – Broader chemical exposure: 8,000+ compounds in clothing 00:23:01 – Solutions begin: awareness and behavior change 00:23:40 – Immediate action: always wash new clothes 00:24:10 – Choosing safer fabrics: organic and natural materials 00:24:50 – Avoiding synthetic blends and bright dyes 00:25:20 – Buy less, buy better philosophy 00:26:01 – Supporting ethical and non-toxic brands 00:26:40 – Using your consumer voice to create change 00:27:10 – Educating others and spreading awareness 00:27:40 – Final message: protecting your body and your children 00:28:00 – Closing: reclaiming control and living a SuperLife Thank You to Our Sponsors: Our Place – Non-toxic cookware that keeps harmful chemicals out of your food. Get 10% off at fromourplace.com with code DARIN. Tru Niagen – Boost NAD+ levels for cellular health and longevity. Get 20% off with code DARIN20 at truniagen.com. Find More From Darin: Website: darinolien.com Instagram: @darinolien Book: Fatal Conveniences Key Takeaway "Your skin is not a shield—it's a gateway. And when you start to realize that the things you wear every day can carry toxic chemicals directly into your body, everything changes. Because this isn't about fear—it's about awareness. And once you're aware, you have the power to choose differently, protect your family, and stop participating in a system that was never designed with your health in mind." Bibliography/Sources The Primary Study American Chemical Society. (2026, March 23). Initial tests find lead in children's fast-fashion clothing [Press release]. https://www.acs.org/pressroom/presspacs/2026/march/initial-tests-find-lead-in-childrens-fast-fashion-clothing.html Deavers, K., Avello, C., & Espinoza, P. (2026, March 22–26). Lead contamination in fast fashion children's clothing [Paper presentation]. ACS Spring 2026 Meeting, Atlanta, GA, United States. HealthDay. (2026, March 24). Cheap children's clothing tainted with lead, study says. U.S. News & World Report. https://www.usnews.com/news/health-news/articles/2026-03-24/cheap-childrens-clothing-tainted-with-lead-study-says Marian University. (2026, March 23). Marian University students warn of lead in children's fast-fashion clothing. Marian University Newsroom. https://www.marian.edu/newsroom/2026/03/marian-university-students-warn-of-lead-in-childrens-fast-fashion-clothing ScienceDaily. (2026, April 2). Initial tests find lead in children's fast-fashion clothing. https://www.sciencedaily.com/releases/2026/04/260402042737.htm Texfash. (n.d.). Lead found in fast-fashion children's clothing as preliminary tests exceed federal safety limits. Texfash Update. https://texfash.com/update/lead-found-in-fast-fashion-children-s-clothing-as-preliminary-tests-exceed-federal-safety-limits Lead Toxicity & Children's Health Agency for Toxic Substances and Disease Registry. (n.d.). Lead toxicity: What are possible health effects from lead exposure? Centers for Disease Control and Prevention. https://archive.cdc.gov/www_atsdr_cdc_gov/csem/leadtoxicity/physiological_effects.html American Academy of Child & Adolescent Psychiatry. (n.d.). Lead exposure in children affects brain and behavior. https://www.aacap.org/AACAP/Families_and_Youth/Facts_for_Families/FFF-Guide/Lead-Exposure-In-Children-Affects-Brain-And-Behavior-045.aspx Brain Injury Association of America. (2021). Chronic lead exposure: A non-traumatic brain injury. https://biausa.org/public-affairs/public-awareness/news/chronic-lead-exposure-a-non-traumatic-brain-injury Canfield, R. L., et al. (2004). Intellectual impairment in children with blood lead concentrations below 10 μg per deciliter. New England Journal of Medicine, 348, 1517–1526. Centers for Disease Control and Prevention. (2025). Risk factors and children. Childhood Lead Poisoning Prevention. https://www.cdc.gov/lead-prevention/risk-factors/children.html Hubbs-Tait, L., et al. (2005). Neurotoxicants, micronutrients, and social environments: Individual and combined effects on children's development. Psychological Science in the Public Interest, 6(3), 57–121. Lanphear, B. P., et al. (2005). Environmental lead exposure and children's cognitive function. Environmental Health Perspectives. https://pmc.ncbi.nlm.nih.gov/articles/PMC4675165/ Liu, J., et al. (2013). A clinical study of the effects of lead poisoning on the intelligence and neurobehavioral abilities of children. BMC Pediatrics. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3598508/ Needleman, H. L., & Bellinger, D. (2001). Recent developments in low-level lead exposure and intellectual impairment in children. Environmental Health Perspectives. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC1247191/ Skin Absorption & Transdermal Chemical Exposure Abafe, O., et al. (2024). Flame retardants leach from microplastics into human sweat; absorption through skin demonstrated. Environment International. Corinti, D., et al. (2018). Chemicals from textiles to skin: An in vitro permeation study of benzothiazole. PubMed Central. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6133113/ EveryRep. (2025). Non-toxic activewear: The BPA, PFAS and polyester risk. https://everyrep.com/synthetic-toxins-endocrine-safety/ University of Birmingham. (2024, April). Toxic chemicals from microplastics can be absorbed through skin. https://www.birmingham.ac.uk/news/2024/toxic-chemicals-from-microplastics-can-be-absorbed-through-skin Fast Fashion: Industry Scale, Chemicals & Health Impacts Cobbing, M., Wohlgemuth, A., & Panhuber, T. (2022). Greenpeace investigation: Hazardous chemicals in SHEIN garments. Greenpeace International. Earth Day Network. (n.d.). Hazardous hems: How fashion wreaks havoc on health. https://www.earthday.org/hazardous-hems-how-fashion-wreaks-havoc-on-health/ Earth Day Network. (n.d.). Toxic textiles: The chemicals in our clothing. https://www.earthday.org/toxic-textiles-the-chemicals-in-our-clothing/ Enhesa. (2026). Toxic chemicals in fast fashion supply chains: Risks, impacts, and regulation. https://www.enhesa.com/resources/article/toxic-chemicals-in-fast-fashion-supply-chains-risks-impacts-and-regulation/ Giró-Palau, A., et al. (2025). The health impact of fast fashion: Exploring toxic chemicals in clothing and textiles. MDPI Encyclopedia, 5(2), 84. https://www.mdpi.com/2673-8392/5/2/84 Green America. (n.d.). Unpacking toxic textiles. https://greenamerica.org/unraveling-fashion-industry/unpacking-toxic-textiles Million Marker. (2024). Fast fashion: A toxic trend and the path to sustainable change. https://millionmarker.com/blogs/blog/fast-fashion-is-toxic OsloMet Clothing Research. (2025). From clothes to skin: Chemical safety in ultra-fast fashion and luxury brands' clothes. https://clothingresearch.oslomet.no/2025/06/03/from-clothes-to-skin-chemical-safety-in-ultra-fast-fashion-and-luxury-brands-clothes/ Fast Fashion Industry Statistics & Environmental Scope Center for Biological Diversity. (n.d.). At what cost? Unravelling the harms of the fast fashion industry. https://www.biologicaldiversity.org/programs/population_and_sustainability/sustainability/fast_fashion Earth.org. (2026). Fast fashion and its environmental impact. https://earth.org/fast-fashions-detrimental-effect-on-the-environment/ Niinimäki, K., et al. (2020). The environmental price of fast fashion. Nature Reviews Earth & Environment. https://www.nature.com/articles/s43017-020-0039-9 The Sustainable Agency. (2026). Environmental & human impact of fast fashion: 2026 facts. https://thesustainableagency.com/blog/impact-of-fast-fashion-stats-and-facts/ Uniform Market. (2025). Environmental impact of fast fashion statistics. https://www.uniformmarket.com/statistics/fast-fashion-statistics Certifications & Resources for Cleaner Clothing bluesign. (n.d.). bluesign standard. https://www.bluesign.com Global Organic Textile Standard. (n.d.). GOTS. https://global-standard.org Oeko-Tex. (n.d.). Oeko-Tex Standard 100. https://www.oeko-tex.com/en/our-standards/oeko-tex-standard-100 Zero Discharge of Hazardous Chemicals. (n.d.). Roadmap to zero. https://www.roadmaptozero.com
Circularity is climbing the agenda in fashion, but what actually drives results? Former Puma Chief Sourcing Officer Anne-Laure Descours has spent 30 years working across Asia's supply chains, seeing firsthand which sustainability efforts stick… and which stall. In this episode, she joins Senior Director, Research & Advisory Jenna Fink to explore how manufacturers are embedding sustainability into real business performance. From the limits of textile recycling to the coalitions and production decisions shaping material innovation, Anne-Laure explains why the competitive edge sits upstream, and why suppliers often see the commercial logic more clearly than brands.When “doing it right” became a competitive edge (01:10) China's “Two Mountains” philosophy: green growth = real growth (02:43) Metrics matter… but the real work happens in factories (05:42) The unsung heroes: machinery and suppliers driving the backstage innovation (07:33) RE:FIBRE, circularity hype, and why we can't recycle 150B garments a year (08:17) The waste-to-energy pivot (because sorting doesn't scale) (11:38) Making the business case for sustainability: wins, fails, and supplier-led change (14:03) Boardroom perspectives, DNA traceability, and giving makers their due (18:06)
February ends with peak FUD. Ryan and David unpack why crypto is stuck in historic “Extreme Fear” even without a major blowup, and why markets feel like they've entered an uncertainty bubble. They break down the Supreme Court striking Trump's tariffs, Trump immediately finding new legal doors to bring them back, and the looming $150B+ refund fight. Then the “Citrini Crash”: AI doomer scenarios going viral, spooking stocks, and leaving investors terrified that AI will be either not good enough or far too good. Plus: fresh allegations that Jane Street helped accelerate Terra's collapse, Meta's stablecoin reboot for its billions of users, ZachXBT's Axiom insider trading exposé, Hyperliquid's new DC policy push, Robinhood's retail venture fund, Coinbase's 24/5 stocks rollout, and the Pentagon's ultimatum to Anthropic over AI guardrails. ---
CJ sits down with Mike Jung, Co-Founder and Managing Partner of Founders Circle Capital. They unpack the rise of structured liquidity, how secondaries went mainstream, and what CFOs should know before running a tender. Mike shares lessons from the dot-com era, AI's “super cycle,” and what separates durable growth companies from hype.—SPONSORS:RightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNMike: https://www.linkedin.com/in/mikjunghttps://www.founderscircle.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/https://www.mostlymetrics.com—TIMESTAMPS:1:08 Founder Circle origin3:15 The founder liquidity insight5:16 Staying private longer problem6:04 Secondary market control vs chaos8:44 Secondaries over IPOs10:12 Liquidity keeps VC alive11:27 Ask Jeeves dot-com lesson12:26 $190 to $1 + AMT reality13:10 Sponsors — RightRev | Rillet | Tabs16:39 Private share opacity risk20:25 Founder + employee liquidity playbooks21:55 Early investors need liquidity too22:31 Cap table math actually matters24:17 SPV fee stacking insanity25:37 Sponsors — Abacum | Brex | Metronome28:54 Tender offer guardrails30:09 Minimum vs maximum liquidity balance33:01 Growth stage sweet spot + IPO bar rising34:17 AI Cambrian explosion34:58 Buying fear vs buying hype36:29 AI growth sustainability37:19 Founder-led advantage + product velocity38:47 TAM is created, not measured41:06 Anti-portfolio lessons43:01 What is a supercycle44:34 Do supercycles end in crashes?46:16 AI's unprecedented adoption curve48:31 Community as a moat52:50 Earning the right to be on the cap table
Scott Hutcheon is a landscape architect, entrepreneur, and technology innovator with more than 25 years in design/build construction, green infrastructure, and landscape systems engineering. After founding one of Southern California's leading design/build firms and later pioneering the AquaFelt™ living-wall system for large commercial projects, Scott went on to build ShrubHub, which became the largest online landscape-design platform in the U.S. Across these ventures, Scott developed deep expertise in automation, data organization, and scalable workflows — long before modern AI emerged. Drawing from his architectural mindset and real-world field experience, he founded HeyFlora, the AI operating system for landscape management. HeyFlora unifies decades of landscape knowledge, comprehensive data sets, and company workflows into one intelligent platform that helps crews, managers, and executives operate with clarity and confidence. Scott's mission is to modernize the $150B landscape industry by transforming fragmented operations into unified intelligence — a category he calls Artificial Grounds Intelligence™.
Welcome to the Friday, February 20th edition of the Freight Waves Morning Minute, where we break down today's biggest supply chain and logistics stories. We kick off this episode by discussing Walmart's massive retail milestone, as the company's e-commerce segment has successfully turned profitable and officially surpassed $150 billion in sales. Next, we examine the ongoing market correction in the global shipping industry, highlighted by the continuous drop in Trans-Pacific container rates. Shippers are currently waiting to see how the market settles following the Lunar New Year, as shifting demand and increased vessel capacity drive freight costs down. Finally, we explore how GXO Logistics expects significant demand growth across its North American operations as a result of heavy investments in supply chain automation. By utilizing advanced robotics and artificial intelligence, the company anticipates stronger profit margins and improved warehouse efficiency moving into 2026. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Hur går det för våra guldcase?https://finanskursen.se/ börjar igen den 8 mars 2026. Ansök på hemsidan.Vad har hänt sedan vi först pratade om guldbolagen? Hur ser vi på guldpriset mätt i USD just nu och kommande handfull månader och år?Dessutom: Bubblornas fader Jeremy Granthams senaste bok. SaaS-dödens och TINs ökenvandrings slut? Burry och Molina Healthcare. Samt:2026 BLIR ÅRET MED MAXIMAL ACCELERATION I AI CAPEX.Peakar därmed AI-hajpen på börsen 2026? Hyperscalertoppen ökar från 150B till 650B i capex. Ungefär. Den ökningen i procent slår sektorn aldrig igen. Och sannolikt inte heller ens nominellt (dvs mer än +500B USD på ett år) på minst 10 år. I år peakar AI!
As Super Bowl LX nears, sports betting has become inseparable from the modern fan experience, even as scandals ripple through the NBA, MLB, and NCAA. Journalist Danny Funt joins Rapid Response to explore his new book, Everybody Loses, and explain how legalized gambling is transforming leagues, media, and the economics of fandom. From the dominance of FanDuel and DraftKings to the rise of prediction markets like Kalshi and Polymarket, Funt reveals who's winning, who's being exploited, and whether the industry is headed for a reckoning.If you or someone you know is struggling with gambling, you can call 1-800-662-HELP. Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
☕ This week on Counsel Brew, we're joined by Vicki Blanton, Assistant VP and Senior Legal Counsel of Tax and Benefits at AT&T, Adjunct Professor at SMU Dedman School of Law, and immediate past President of the Dallas Bar Association. Vicki's career spans some of the most complex in-house environments in the country, touching approximately $150B in plan assets and impacting millions of employees, retirees, and beneficiaries worldwide. But what anchors this conversation isn't the scale of the work; it's how she thinks about responsibility, presence, and leadership over time. For Vicki, there isn't a single summit to reach. Every day is a peak, and each one asks something different of you.Over coffee, properly served, with intention, Vicki reflects on a formative childhood memory of sitting quietly with her grandparents in the early morning hours, listening as they talked and shared a cup together. That memory became her blueprint for connection. Coffee, like leadership, isn't about speed or efficiency; it's about attention, ritual, and making space.As she reflects on her time leading the Dallas Bar, Vicki talks about stewardship rather than accomplishment: guiding a large and diverse legal community through reemergence, honoring tradition while allowing it to evolve. Her approach—old school in a new way—shaped programming that emphasized connection and belonging, including reimagining a long-standing gathering into a more conversational, welcoming space. Our conversation feels fitting for the close of a chapter. And, of course, don't miss out on hearing about Vicki's longtime love of parades and her firsthand experience as a balloon handler in the Macy's Thanksgiving Day Parade. And yes—she's a fellow Mustang!
The magic survival number for Chinese EVs + why NIO/XPeng/Li Auto are dumping NVIDIA. Two stories, one theme: Chinese EVs leveling up.THE 500K SAFETY LINE:Not 2M. Not 1M. At 500K annual units, Chinese EV makers gain:Financial viability (100-150B yuan revenue = profitability)Strategic breathing room (absorb 20% drops like Li Auto)Operational efficiency (economies of scale kick in)Community critical mass (self-sustaining ecosystems)Supply chain power (justify vertical integration)WHO'S WHERE:Li Auto: 400K (safe, crossed line 2024)Leapmotor: 600K (just crossed, suddenly legitimate)XPeng: 430K (+126%), but 41% from budget model—not safe yetNIO: 326K, but cost structure SO high needs 600-700KHarmonyOS: 590K, Aito 423K, Huawei backing = different gameTHE NVIDIA EXODUS:ALL going in-house:XPeng: G6/G7/G9/P7+ use Turing chip. He Xiaopeng: "Best AI companies develop own chips."Li Auto: M100 chip = 2 NVIDIA Thor-U (LLM tasks), 3 Thor-U (vision). Delayed products waiting for Thor, learned lesson.NIO: Spent $300M+ on Orin X in 2024. Shenji NX9031: 2 chips = 8 Orin X, saves 10K yuan per car. Rolling to full lineup.WHY:Thor disaster: 2,000 TOPS promised, 700 delivered, multiple delaysCost: 10K yuan savings x 500K units = billionsIndependence: core tech can't be foreign dependencyNVIDIA'S PROBLEM:China share: 39% → 25% despite having Orin + Thor1.16M units (NIO+XPeng+Li Auto) moving away+HarmonyOS +Leapmotor = 2M+ annual systematically shut outShort-term: only 1% revenueLong-term: most advanced market building own siliconTHE CONNECTION:Same story. 500K scale enables strategic independence. NVIDIA exodus IS exercising that independence.At 100K units: must use NVIDIA.At 500K units: $200-300M chip development pays back in 2-3 years.Autonomous driving = core differentiator. Why outsource it?
Tune in live every weekday Monday through Friday from 9:00 AM Eastern to 10:15 AM.Buy our NFTJoin our DiscordCheck out our TwitterCheck out our YouTubeDISCLAIMER: The views shared on this show are the hosts' opinions only and should not be taken as financial advice. This content is for entertainment and informational purposes.
Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe US is now withdrawing from the GCF, the entire plan of the [WEF]/[CB] is imploding. Housing is going to boom, Trump has all the pieces in place. Supreme Court is suppose to make a decision on tariffs, if they rule against Trump he has another card up his sleeve.US trade deficit dropped by 40%. Trump just gave the [WEF] the middle finger and shutdown their entire agenda. The [DS] is doing exactly what Trump wants, they are building the insurrection right in front of the countries eyes. Trump has now set the trap of all traps, never interfere with an enemy while in the process of destroying themselves. Trump has the military, he has the law on his side, everything has been planned for, playbook known. Economy https://twitter.com/SecScottBessent/status/2009264006083522849?s=20 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/TKL_Adam/status/2009018778294927730?s=20 https://twitter.com/profstonge/status/2009298104764219475?s=20 The Supreme Court is expected to potentially rule on the legality of President Trump’s tariffs under the International Emergency Economic Powers Act (IEEPA) as early as tomorrow, January 9, 2026, at around 10 a.m. ET. The justices heard oral arguments in the consolidated cases (Learning Resources, Inc. v. Trump and Trump v. V.O.S. Selections, Inc.) on November 5, 2025, where they appeared skeptical of the administration’s position that IEEPA grants the president authority to impose such sweeping tariffs during declared national emergencies. Lower courts had previously ruled against the tariffs’ legality, but they remain in effect pending the Supreme Court’s decision. These options are drawn from existing trade laws and have been used by past administrations. Here’s a breakdown of the key alternatives: Section 232 of the Trade Expansion Act of 1962: This allows the president to impose tariffs on imports deemed a threat to national security after an investigation by the Department of Commerce. There’s no cap on duty levels or duration, making it flexible for broad application, such as on steel or autos. Section 301 of the Trade Act of 1974: Through the U.S. Trade Representative (USTR), this permits tariffs in response to unfair or discriminatory foreign trade practices that violate international agreements or harm U.S. commerce. No rate limit exists, but it requires an investigation and findings, which could target specific countries like China. Section 122 of the Trade Act of 1974: This enables temporary import surcharges of up to 15% (or quotas) for up to 150 days to address “large and serious” balance-of-payments deficits. It’s seen as a quick interim option while longer-term measures are pursued, but extensions need congressional approval. Section 201 of the Trade Act of 1974: Known as “safeguard” measures, this authorizes tariffs if surging imports are causing or threatening serious injury to domestic industries. It requires a U.S. International Trade Commission investigation and recommendation, with tariffs potentially lasting up to four years (extendable to eight). Section 338 of the Tariff Act of 1930: This allows duties up to 50% on imports from countries engaging in “unfair” practices that discriminate against U.S. exports. It’s less commonly used and could face immediate lawsuits due to its broad interpretation potential. The administration has signaled readiness to shift to these tools, potentially starting with Section 122 for rapid implementation. U.S. Trade Deficit Drops 40% in Latest Commerce Dept Report As you review this latest data on trade, remember any drop in trade deficits has two big picture functions: First, lower trade deficits generally mean the accompanying GDP release will be stronger than anticipated because imported products are a deduction from the valuation of all goods and services created in the U.S. economy. Lower imports mean less is deducted. Secondly, and perhaps most importantly, a drop in the trade deficit created by diminished imports means more wealth remains inside the USA. We are not spending, sending money overseas, to import foreign goods at the same rate, and that money stays inside the U.S. economy. More wealth inside the U.S. provides the fuel for expanded domestic growth, more investment gains in USA manufacturing and USA industry and the ability to pay higher USA wages. The Commerce Department is reporting today that the U.S. trade deficit for October 2025 dropped to the smallest amount in 16-years. A significant amount of the deficit drop was because a high value of physical precious metals (gold/silver) was exported, simultaneous with big offshore pharmaceutical companies dropping the prices of imported products (policy and tariff pressure). Some may question whether internal consumer demand has declined, causing the significant drop in imports. However, the U.S productivity rate is still very high – which generally means domestic consumer demand is still high and all units produced have a lower overall cost per unit. Economic analysis can get weedy…. so, a simple way to look at productivity is to think about baking bread in your kitchen. If you were going to bake 4 loaves of bread it might take you 2 hrs. start to finish. However, if you were going to bake 8 loaves of bread it would not take you twice as long because most of the tasks can be accomplished with simple increases in batch size, and only minor increases in labor time. Your productivity measured in the last four loaves is higher. Economic Productivity is measured much the same way, within what's called a production probability equation. Additionally, if two hours of your time are worth $40, each of four loaves of bread costs $10 in labor; but if you make 8 loaves in the same amount of time the labor cost is only $5/per loaf. When we see higher productivity in direct alignment with GDP increases, the increased production indicates sustainable GDP growth. Source: theconservativetreehouse.com https://twitter.com/RealEJAntoni/status/2009314808332734604?s=20 Political/Rights https://twitter.com/lizcollin/status/2009046198314008954?s=20 DOGE Geopolitical https://twitter.com/visegrad24/status/2009287108796575807?s=20 https://twitter.com/disclosetv/status/2009306335087665208?s=20 These nine Republican lawmakers joined the Democrats: Fitzpatrick (PA), Bresnahan (PA), Mackenzie (PA), Lawler (NY), Salazar (FL), LaLota (NY), Valadao (CA), Kean (NJ), Miller (OH). Yes, for S.J. Res. 98 (the Venezuela war powers resolution referenced in the post) to become law and enforce limits on further U.S. military actions, it must pass the House of Representatives after its recent advancement in the Senate. If the House approves it, the bill would then go to President Trump, who has indicated he would likely veto it based on similar past actions. If vetoed, Congress would need a two-thirds majority in both chambers to override. Article II of the Constitution, as all Presidents, and their Departments of Justice, have determined before me. Nevertheless, a more important Senate Vote will be taking place next week on this very subject. https://twitter.com/DOGEai_tx/status/2009076665054277855?s=20 101’s 11-point democratization criteria – including releasing political prisoners and restoring National Assembly powers. The 2025 bill mandates strict oversight of any aid through Section 204’s safeguards against regime capture. Taxpayers deserve transparency: Will this embassy facilitate accountability for $150B in stolen oil revenues, or just greenlight more foreign aid slush funds? Strategic engagement only works if tied to verifiable reforms, not symbolic gestures. https://twitter.com/estrellainfant/status/2008948263916015793?s=20 Marco Rubio and Pete Hegseth continue to expose Delcy Rodríguez and, at the same time, prevent the internal fissures of the regime from spiraling into an uncontrolled collapse. That is no coincidence: it is strategy. Rubio is not acting to provoke an immediate implosion, but to manage the decomposition of power. By exposing contradictions, routes, false narratives, and opaque movements, he weakens Delcy in front of the Chavista leadership, but without pushing the system toward a violent break that generates a power vacuum, chaos, or an unpredictable military reaction. This achieves several objectives at once: First, it isolates Delcy. Every time she is exposed, her room to maneuver shrinks in front of her “external allies” and the regime’s hardline elements. She shifts from being an operator to becoming a risk. Second, it deepens internal distrust. When sensitive information starts to align with U.S. actions, within the regime no one knows who is leaking what. That paranoia is corrosive and weakens more than a direct strike. Third, it preserves the minimum governability necessary for a transition. An abrupt collapse favors criminal actors, armed dissidents, and foreign powers. Controlling the pace of the erosion allows maintaining channels, containing damage, and preparing the ground for a subsequent political process. In that context, Delcy is trapped. If she cooperates, she exposes herself. If she doesn’t cooperate, she becomes isolated. Any move weakens her. And Rubio, aware of that, pressures her without touching the final detonator. That’s why this deserves attention: we are not seeing improvisation or personal revenge, but a calibrated operation of attrition, where the goal is not to humiliate for spectacle, but to dismantle the regime piece by piece, avoiding Venezuela paying the cost of an uncontrolled collapse. https://twitter.com/amuse/status/2008967791966376081?s=20 https://twitter.com/disclosetv/status/2009090766354960453?s=20 War/Peace Security Alert – U. S. Embassy Kyiv, Ukraine (January 8, 2026) Location: Ukraine, all districts Event: The U.S. embassy in Kyiv has received information concerning a potentially significant air attack that may occur at any time over the next several days. The embassy, as always, recommends U.S. citizens be prepared to immediately shelter in the event an air alert is announced. Actions to Take: Identify shelter locations before any air alert. Download a reliable air alert app to your mobile phone, like Air Raid Siren or Alarm Map . Immediately take shelter if an air alert is announced. Check local media for breaking news. Be prepared to adjust your plans. Keep reserves of water, food, and medication. Follow the directions of Ukrainian officials and first responders in the event of an emergency. Review what the Department of State Can and Cannot Do in a Crisis . https://twitter.com/Geiger_Capital/status/2008991231507099730?s=20 tremendous numbers being produced by Tariffs from other Countries, many of which, in the past, have “ripped off” the United States at levels never seen before, I would stay at the $1 Trillion Dollar number but, because of Tariffs, and the tremendous Income that they bring, amounts being generated, that would have been unthinkable in the past (especially just one year ago during the Sleepy Joe Biden Administration, the Worst President in the History of our Country!), we are able to easily hit the $1.5 Trillion Dollar number while, at the same time, producing an unparalleled Military Force, and having the ability to, at the same time, pay down Debt, and likewise, pay a substantial Dividend to moderate income Patriots within our Country! PRESIDENT DONALD J. TRUMP Medical/False Flags [DS] Agenda https://twitter.com/DerrickEvans4WV/status/2009097879106015609?s=20 https://twitter.com/EndWokeness/status/2009305173395415310?s=20 https://twitter.com/susancrabtree/status/2009271768121242054?s=20 years, which is happening this morning. This is the arrogant California corruption that has occurred under Newsom's watch and in this case —possibly his own direction or one of his top aide's —because the light was finally beginning to shine on why the Golden State has become so tarnished under his watch. https://twitter.com/MarioNawfal/status/2009188335873302712?s=20 She warned that the intimidation is systemic, and basically if you speak up, expect your life to be dismantled. Whistleblowers are supposed to be protected by law, and if they're being hunted for telling the truth, the system is being weaponized. @MarionONeill1 : “Retaliation has been going on for quite some time and it's now escalated. You're going to lose your job. You're going to lose your home. They'll track your children. They'll make sure you can't get a job anywhere Democrats control. https://twitter.com/Peoples_Pundit/status/2009099844506501431?s=20 https://twitter.com/MrAndyNgo/status/2009087403575947648?s=20 DHS Sec. Kristi Noem Drops Facts, Cooks Walz and Frey During Presser on MN Anti-ICE Incident https://twitter.com/townhallcom/status/2009046495262110138?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2009046495262110138%7Ctwgr%5Ec2c616dd05bfbbc6e3cd4613990f826fb989a6af%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fredstate.com%2Fsister-toldjah%2F2026%2F01%2F07%2Fkristi-noem-drops-facts-cooks-walz-and-frey-during-presser-on-mn-anti-ice-incident-n2197890 these federal law enforcement officers, they’ll say that when you call for back-up…it’s hit and miss.” https://twitter.com/townhallcom/status/2009044827158007875?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2009044827158007875%7Ctwgr%5Ec2c616dd05bfbbc6e3cd4613990f826fb989a6af%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fredstate.com%2Fsister-toldjah%2F2026%2F01%2F07%2Fkristi-noem-drops-facts-cooks-walz-and-frey-during-presser-on-mn-anti-ice-incident-n2197890 Noem also shared that the woman in the SUV had been “stalking and impeding” the agents during the course of the day: https://twitter.com/realDailyWire/status/2009050638232244548?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2009050638232244548%7Ctwgr%5Ec2c616dd05bfbbc6e3cd4613990f826fb989a6af%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fredstate.com%2Fsister-toldjah%2F2026%2F01%2F07%2Fkristi-noem-drops-facts-cooks-walz-and-frey-during-presser-on-mn-anti-ice-incident-n2197890 Source: redstate.com Breaking: The same ICE agent appears to have been dragged roughly 300 feet while executing an arrest warrant on an illegal alien, resulting in 33 stitches just six months ago. Video and full details below. Thanks to @MWhitney93679 for bring this to my attention. @DataRepublican @elonmusk https://cbsnews.com/minnesota/video/shocking-footage-shows-driver-dragging-deportation-officer/?referrer=grok.com https://twitter.com/elonmusk/status/2009292194406895696?s=20 https://twitter.com/julie_kelly2/status/2009044298486948261?s=20 https://twitter.com/warriors_mom/status/2009038176627876188?s=20 force by an ICE agent becomes unavoidable. And the local Minneapolis politicians decide it's the perfect opportunity to declare war against the federal government? https://twitter.com/MrAndyNgo/status/2009142447905882188?s=20 to the deadly incident, leftists are urging vengeance and riots in Minneapolis. Rioters earlier surged to a federal building and smashed up the entrance. The shooting incident occurred in the context of the far-left and Antifa urging violence against ICE for months. It has led to an Antifa cell carrying out an ambush shooting in Texas on the Prairieland facility. At least seven have pleaded guilty to a federal terrorism charge. Then, in Dallas, an ICE facility was shot up by an anti-ICE activist, killing people. https://twitter.com/KanekoaTheGreat/status/2009040818896830650?s=20 BREAKING: The wife of Renee Nicole Good—the 37-year-old Minneapolis shooting victim who attempted to run over an ICE officer—appears to have been outside the vehicle filming as her wife blocked ICE vehicles. She is seen wearing a flannel shirt, walking around the vehicle and recording ICE officers. She later runs back to the vehicle to check on Renee. Afterward, she tells a nearby man, “That's my wife.” When he asks if she knows any of her wife's relatives she could call, she responds, “We’re new here. I don’t have people… I can't even breathe right now.” Why was she outside the vehicle filming while her wife was blocking ICE officers? Terrible https://twitter.com/KanekoaTheGreat/status/2009143305075097679?s=20 https://twitter.com/seanmdav/status/2009103459019002182?s=20 https://twitter.com/RapidResponse47/status/2009270499398893758?s=20 https://twitter.com/WarClandestine/status/2009132509607677966?s=20 https://twitter.com/iAnonPatriot/status/2009087576402219051?s=20 https://twitter.com/Breaking911/status/2008995871724355652?s=20 https://twitter.com/libsoftiktok/status/2009297640555503770?s=20 https://twitter.com/nicksortor/status/2009197905723216144?s=20 After about two minutes on scene, my security began wanting to bring me out of there due to the immediate threats of violence. I tried to shorten this video as much as possible but it's tough given all the BS that unfolded. As soon as I dialed 911, one of the leftist screamed “Minneapolis Police are on OUR side!” Turns out, he was right. – A vehicle began chasing us the wrong way down a one way and then threatened to kiII me (dispatch heard this and responded by asking for my last name?) – First dispatcher promised they'd respond, asked me if I was “White,” held me on the phone for the 10 mins, and then ended the call – Second one called back and gave me the runaround as the situation worsens – Third one calls me back and tells me to go fck myself, essentially We ended up being FOLLOWED out of town, and requested backup set to arrive in a few hours. We are NOT giving up. Leftists WILL NOT terrorize us into silence. See you in a few hours, Minneapolis. Stay tuned. Will Trump invoke the Insurrection Act? Before Jan 20, 2029 57% Before 2027 43% Before Jan 20, 2029 If the President of the United States has invoked the Insurrection Act to deploy the United States military and/or the federalized National Guard within the United States before Jan 20, 2029, then the market resolves to Yes. Sources from the White House, The New York Times, the Associated Press, Reuters, Axios, Politico, Semafor, The Information, The Washington Post, The Wall Street Journal, ABC, CBS, CNN, Fox News, and MSNBC. Minneapolis Public Schools Cancel Classes and Activities for Rest of Week Minneapolis Public Schools announced Wednesday night that all classes and activities were canceled for the rest of the week and that students would not have to do ‘e-learning' at home while schools are closed. Protests are expected in the coming days after a woman driver was shot and killed by a federal officer when she allegedly tried to run him over during a protest against ICE in a Minneapolis residential neighborhood Wednesday morning. MPS statement: No school Jan. 8-9 due to safety concerns Source: thegatewaypundit.com Preplanned Riot patterns. https://twitter.com/TheSCIF/status/2009115663848362251?s=20 https://twitter.com/MrAndyNgo/status/2009077478073979120?s=20 Do you think the criminals are trying to cover their tracks, with the riots are they going to burn down the many Somali daycares will they then file for insurance claims, loss of business revenue claims. https://twitter.com/MrAndyNgo/status/2009131575724625972?s=20 https://twitter.com/amuse/status/2009009290518872568?s=20 https://twitter.com/Cernovich/status/2009041195717284106?s=20 https://twitter.com/RapidResponse47/status/2009020845239533590?s=20 TAKE A LISTEN https://twitter.com/WarClandestine/status/2009117399300362278?s=20 DHS makes over 1500 immigration arrests in Minneapolis, Secretary Kristi Noem says https://twitter.com/Sec_Noem/status/2008718230039450008?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2008718230039450008%7Ctwgr%5Ec51cd928497b686ddee7e7e639023089bf1f9b57%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fthenationaldesk.com%2Fnews%2Famericas-news-now%2Fdhs-makes-1500-arrests-in-minneapolis-secretary-kristi-noem-says source: wgxa.tv/ https://twitter.com/JDVance/status/2009090255908130994?s=20 https://twitter.com/jsolomonReports/status/2009278938019688755?s=20 President Trump's Plan https://twitter.com/StephenM/status/2009059590726627814?s=20 https://twitter.com/RapidResponse47/status/2009334017250996436?s=20 The saying “don’t fire until you see the whites of their eyes” (or similar variations) is most famously associated with the Battle of Bunker Hill on June 17, 1775, during the early stages of the American Revolutionary War. American colonial forces, low on ammunition and facing British regulars advancing uphill, were reportedly instructed to hold their fire until the enemy was close enough for shots to be effective—maximizing the impact of limited powder and musket balls, which were inaccurate at longer ranges. BREAKING: Obama Judge Disqualifies Trump-Appointed US Attorney Overseeing Letitia James Investigations, Tosses Subpoenas Issued to James A federal judge on Thursday disqualified the Trump-appointed US Attorney for the Northern District of New York overseeing investigations into New York Attorney General Letitia James. US District Judge Lorna Schofield, an Obama appointee, disqualified acting US Attorney John Sarcone and quashed two subpoenas issues to Letitia James. Sarcone is the fifth Trump-appointed US Attorney to be disqualified by a rogue judge Source: thegatewaypundit.com https://twitter.com/WhiteHouse/status/2009025328065466665?s=20 WITHDRAWING FROM INTERNATIONAL ORGANIZATIONS: Today, President Donald J. Trump signed a Presidential Memorandum directing the withdrawal of the United States from 66 international organizations that no longer serve American interests. The Memorandum orders all Executive Departments and Agencies to cease participating in and funding 35 non-United Nations (UN) organizations and 31 UN entities that operate contrary to U.S. national interests, security, economic prosperity, or sovereignty. This follows a review ordered earlier this year of all international intergovernmental organizations, conventions, and treaties that the United States is a member of or party to, or that the United States funds or supports. These withdrawals will end American taxpayer funding and involvement in entities that advance globalist agendas over U.S. priorities, or that address important issues inefficiently or ineffectively such that U.S. taxpayer dollars are best allocated in other ways to support the relevant missions. RESTORING AMERICAN SOVEREIGNTY: President Trump is ending U.S. participation in international organizations that undermine America's independence and waste taxpayer dollars on ineffective or hostile agendas. Many of these bodies promote radical climate policies, global governance, and ideological programs that conflict with U.S. sovereignty and economic strength. American taxpayers have spent billions on these organizations with little return, while they often criticize U.S. policies, advance agendas contrary to our values, or waste taxpayer dollars by purporting to address important issues but not achieving any real results. By exiting these entities, President Trump is saving taxpayer money and refocusing resources on America First priorities. This is factually a much bigger deal, a bigger win, than most will initially appreciate. Each of the institutions carry “membership fees” or financial obligations each participating government pays into. Each organization consists of board members, stakeholders and other administrative offices which employ the friends and families of current and former politicians, world “leaders” and essentially well-connected and disconnected elites who run the agencies. It's like a massive network of NGOs, except the entities exist exclusively with government funding. Just like the United Nations itself, the USA always pays the dues, fees and largest portion of the operating expenses, which includes payrolls and travel benefits. Other countries participate, but it is the USA who picks up the largest portion of the financial obligations for the organization itself to exist. Like USAID, the designated “global” organizations (conventions, treaties, etc) operate as massive bureaucratic rule makers for global standards and practices. The organizations themselves employ a network of downstream entities, agencies, contractors, think-tanks, academic liaisons and internal government offices who collaborate with the goals and objectives of the parent organization. Withdrawing the support of the U.S. means cutting that entire apparatus off from receiving funding from the USA. Europe and the USA are the largest funders of each of these World Economic Forum aligned agencies. It is not coincidental that President Trump and Secretary Rubio are making this move in advance of President Trump traveling to Davos, where the network associations congregate. President Trump is expected to deliver a bucket of ice water upon the heads of those who attend Davos annually. The GREAT RESET crew, who design the global government customs and norms, is being reset. Source: theconservativetreehouse.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");
From festive music to federal fraud, this episode has it all:
It's Singles Day in China: a retail holiday that runs circles around Black Friday and Cyber Monday. By comparison, single Americans are an untapped market according to Peter McGraw, behavioral economist and host of the podcast “Solo: The Single Person's Guide to a Remarkable Life.” But as the single population grows in the United States, will that change? We'll get into it. Plus, the realities of the “singles tax.”Here's everything we talked about today:"Singles' Day is a $150B holiday in China. Here's why I think ‘11/11' will catch on in the US" from The Conversation "The rise of singlehood is reshaping the world" from The Economist"The rise of the ‘solo economy' is driving new consumption patterns" from Futures Platform "The ‘singles tax' means you often pay more for going it alone. Here's how it works" from The Conversation We love hearing from you. Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.
It's Singles Day in China: a retail holiday that runs circles around Black Friday and Cyber Monday. By comparison, single Americans are an untapped market according to Peter McGraw, behavioral economist and host of the podcast “Solo: The Single Person's Guide to a Remarkable Life.” But as the single population grows in the United States, will that change? We'll get into it. Plus, the realities of the “singles tax.”Here's everything we talked about today:"Singles' Day is a $150B holiday in China. Here's why I think ‘11/11' will catch on in the US" from The Conversation "The rise of singlehood is reshaping the world" from The Economist"The rise of the ‘solo economy' is driving new consumption patterns" from Futures Platform "The ‘singles tax' means you often pay more for going it alone. Here's how it works" from The Conversation We love hearing from you. Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.
Tune in live every weekday Monday through Friday from 9:00 AM Eastern to 10:15 AM.Buy our NFTJoin our DiscordCheck out our TwitterCheck out our YouTubeDISCLAIMER: The views shared on this show are the hosts' opinions only and should not be taken as financial advice. This content is for entertainment and informational purposes.
How Did We Miss That? by IndependentLeft.news / Leftists.today / IndependentLeft.media
Originally recorded during the 10/12/25 Episode of How Did We Miss That? #181, found here: YouTube: https://www.youtube.com/watch?v=_QFZw6n9Jf8Rumble: https://rumble.com/v7070bo-ceasefire-sort-of-crypto-crash-substack-outlet-sold-33-years-in-federal-pri.htmlBitchute: https://www.bitchute.com/video/FEDvC01uo1wtOdysee: https://odysee.com/Ceasefire--Sort-of---Crypto-CRASH---Substack-Outlet-SOLD---33-YEARS-in-Federal-Prison----HDWMT-181:6740eb5d5caefb4da4c085eb13849c998ebce5d4Substack: https://open.substack.com/live-stream/67924?utm_source=post-publishTonight's Stories: ⭐ Ceasefire? Sort of.⭐ Crypto CRASH! Trump Admin's Market Manipulation Using Tariffs⭐ Substack Outlet The Free Press SOLD for $150B. Bari Weiss heads CBS News.⭐ #Justice4Aspen! Facing 33 Years in Federal Prison for Getting In the Wrong Car⭐ AI Searchable Epstein Files - Nobel Peace Prize a Regime Change Tool - Self-Deporting NightmareAll episode links found at our newsletter: https://www.indiemediatoday.com/p/how-did-we-miss-that-181How Did We Miss That? features articles written by independent journalists who routinely challenge corporate-serving narratives & counter the talking points pushed out by corporate-controlled media. Each episode, we platform the work of dedicated independent reporters, researchers, and grassroots news outlets who are digging deeper on issues that matter. Break free from the media focused on the duopoly and discover the news you're not supposed to see.Perfect for viewers who:* Are skeptical of corporate-controlled news narratives* Want to be more deeply informed on critical issues* Believe in supporting independent journalism* Feel like there's always more to the storySubscribe to Indie News Network and hit the bell
Antony “Skarred Ghost” Vitillo—legendary XR blogger, developer, and authentic voice of the immersive tech world—joins Charlie Fink, Ted Schilowitz, and Rony Abovitz for a sharp, candid take on why spatial computing keeps breaking hearts (and bank accounts). Vitillo, calling in from Torino (and Nutella country), takes listeners inside his evolution from reluctant Twitter handle-user to one of the industry's essential critical thinkers. With 30,000+ social followers and nearly a decade at the helm of the Skarred Ghost blog, Tony has borne witness to every device cycle, product hype wave, and reality check XR can muster.The hosts open with news that captures the collective whiplash of the sector: Samsung finally names its long-awaited “Moohan” headset the Galaxy XR; Apple is reportedly pivoting away from Vision Pro follow-ups in favor of pursuing AI smart glasses, chasing the hardware trend Meta has tried to lead—with several Magic Leap alumni shaping both companies' next moves. Meanwhile, OpenAI's Sora 2 outpaces Google's Veo 3 in text-to-video generation, and “AI feeds” continue to spark debates about separating synthetic from real in our content streams.Guest HighlightsVitillo unveils XR truths learned the hard way:From accidental blogger to “Master Yoda”: Tony's accidental rise began with an anonymous Twitter handle, a failed AR/VR startup, and a mentor's advice to “own” XR expertise—eventually outlasting the startup itself.The real cost of authenticity: European sensibilities (practical, cost-effective, resistant to Silicon Valley bombast) shaped Tony's on-the-ground verdicts: the Google Glass era was “too early,” even good implementations often wither outside logistics and niche use-cases.Product vs. Prototype and the patience gap: Tony, Rony, and Ted all agree: too many XR launches are rushed by investor pressure from prototype to product, skipping the long, hard path of patience. Meta's Quest Pro is called out as a textbook “rush job” that failed to meet real readiness.Why XR is “harder than Mars:” Decades and $150B+ spent, yet still no universal hit. Tony argues the impossible form factor challenge (stuffing room-scale computation into eyewear) is compounded by deeper neuroscience—humans simply recoil from something too “in your face.” Physics is tough, but brains and social norms are the real brick wall.Why Roblox, not VRChat, “won” the metaverse: Most of the sector's big dreams faded back to mobile during and after Covid. With Rec Room, VRChat, and others all scaling back, Roblox's mass adoption proves device accessibility outweighs idealism. Tony expects cycles of platform hype, but says only rare combinations of luck, timing, and use-case ever sustain an audience.News Highlights Samsung's “Moohan” headset renamed Galaxy XR—signaling mainstream branding push into the AR/VR hardware race.Apple shifts Vision Pro focus toward AI smart glasses—pivot after slow sales and sector criticism, echoing Meta's latest headset push.OpenAI Sora 2 outpaces Google's Veo 3—AI video generation heats up, new feeds spark debates over AI vs. real content in social media.XR product launches called out for impatience—Meta's Quest Pro and others critiqued as rushed from prototype to product.Thanks to This Episode's SponsorsZappar's Mattercraft - 3D web development with AI assistant for real-time design and debuggingViture XR Glasses Luma Series - 52-degree field of view, 152-inch virtual screen for mobile gaming Hosted on Acast. See acast.com/privacy for more information.
Welcome back to another episode of Upside at the EUVC Podcast, where Dan Bowyer, Mads Jensen of SuperSeed and Lomax from Outsized Ventures unpack what's happening in European tech and venture capital.This week: The UK lands $150B of US pledges and 120,000 Nvidia GPUs—can London turn its AI hype into substance? NATO on edge after Russian incursions across Poland and Denmark. Are we witnessing an AI bubble, or just the infrastructure wave of the century? Plus: cyber risk after JLR's ransomware hit, Trump's $100K H-1B visa fee, and the week's billion-dollar deals.
Tim Peters, CMO of Guideline, discusses his 25-year journey from startup founder to marketing executive at public companies. He reveals how his company collects $150B in real advertising spend data from major brands and uses AI to provide actionable insights for marketing strategy, competitive analysis, and campaign optimization across different business stages.00:35- About Tim PetersTim is the CMO of Guideline.ai.He's an advisor to multiple VC funds, and has built and exited several ventures across tech, media and nonprofit centers.
Today's episode of The Hydrogen Podcast dives into three major developments reshaping hydrogen's future:1️⃣ Hydrogen Microgrids – From New Mexico's solar-hydrogen hybrid serving 30,000 residents to Houston's HyGrid systems delivering 4MW off-grid power, we explore how these systems slash costs, boost resilience, and eliminate diesel pollution.2️⃣ Plug Power's Project Quantum Leap – The company's bold cost-cutting and margin turnaround efforts, their $700M revenue forecast, and the critical push toward profitability in a $150B global market.3️⃣ Military Fuel Cell Adoption – The U.S. Marine Corps' hydrogen-powered tactical units delivering silent, long-duration field power while cutting operational costs and logistics risks.We connect the economic data, technology breakthroughs, and market trends shaping the hydrogen sector right now—revealing not just what's happening, but what it means for industry, communities, and defense.
In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz walk you through Meta and Microsoft's $150B CapEx guidance, what drove a +3% Q2 GDP result, and the Fed's expectations for interest rates through the rest of the year. ---
In this episode, Andreas Munk Holm sits down with Alexander Klyanitskiy and Valentina Zakirova, the founding partners of AdHoc Ventures, a brand-new fund laser-focused on what they call Human Interaction Tech.They explore why online communication, remote work, and AI are disrupting how we relate at work and in life, and why that opens a massive opportunity for a new kind of VC firm. With a track record of backing unicorns like Flo, Revolut, and Patreon, and institutional knowledge from Bain and SDV, the duo is now raising their first fund to scale this vision.We dive into how they define their category, the growing $150B+ market opportunity, their standout portfolio performance, and how their unfair advantages—from GTM playbooks to Tier 1 VC intros—create gravity with both founders and LPs.
Send us a textCHAPTERS00:00 – Anthropic $150b valuation (now $170b!!!)15:13 – xAI + Valor for GPUs29:55 – Figma IPO valuation set at $15-$16bPARTICIPANTSNick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company…X - @clint_sorenson…LinkedIn - www.linkedin.com/in/csorensoncfacmtAaron Dillon = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs…X - @AaronGDillon…LinkedIn - www.linkedin.com/in/aarondillonnyc
Today, we're excited to get to know Adam Stansell, CEO and Founder of Axle Health, the operating system for Home Health.Before founding Axle, Adam spearheaded the launch of new markets at UberEats and built a high-growth business line at Motive, a leader in fleet logistics. With deep expertise at the intersection of operations, technology, and scale, he's now bringing world class logistics to one of healthcare's most overlooked frontiers: home health.Founded in 2020, Axle is tackling the $150B+ home health industry in the US growing at 9% every year, of which most of home health still runs on old legacy software or spreadsheets. Recently announced, Axle has raised $10M in Series A led by Carl Byers and Julia McDowell at F-Prime Capital, joined by Lightbank and previous investors YC and us at Pear VC! We at Pear, especially my GP Mar Hershenson and I have been super grateful to be part of his journey.
Watch every episode ad-free & uncensored on Patreon: https://patreon.com/dannyjones John Kiriakou exposed the CIA for it's illegal torture program. To date, he's the only CIA officer ever imprisoned by the US Government. SPONSORS https://chubbiesshorts.com/danny - Use code DANNY for 20% off. https://evening.ver.so/danny - Use code DANNY for 15% off your first order. https://whiterabbitenergy.com/?ref=DJP - Use code DJP for 20% off. EPISODE LINKS John's podcast: @DeepFocuswithJohnKiriakou https://johnkiriakou.substack.com https://ivycyber.com FOLLOW DANNY JONES https://www.instagram.com/dannyjones https://twitter.com/jonesdanny OUTLINE 00:00 - The Epstein cover-up 11:35 - John Pollard & Israeli espionage 18:21 - why the CIA and Mossad don't get along 22:35 - The Mossad pager operation 30:55 - What Israeli spies are looking for in the U.S. 35:05 - Trump looks guilty for Epstein cover-up 45:27 - Netanyahu pulling America into war on Iran 49:43 - Iranian sleeper cells 52:23 - How the war on Iran will end 01:04:06 - Trump's new threats on Russia 01:13:29 - Alarming new banking rules 01:21:32 - Thomas Massie & politician funding 01:32:25 - The problem with "standing with Israel" 01:43:04 - Trump's Christianity advisor 01:52:38 - AI is the second coming of Christ 02:02:42 - Elon vs. Trump 02:08:04 - Why the Big Beautiful Bill had so much junk in it 02:16:01 - $150B in ICE & CBP funding 02:21:57 - The Bush immigration law that never happened 02:24:59 - John's new podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices
80,000 Bitcoin from 2011 moves sparking conspiracy theories. Elon breaks from Trump, announces America Party with Bitcoin focus. BTC hits $117K all-time high amid political drama and market chaos.Charlie and Colin dive deep into the $8 billion Bitcoin whale awakening from 2011, conspiracy theories around legal notices, and the dramatic fallout between Elon Musk and Trump. Plus, Bitcoin smashes through $113K as markets defy doomsday predictions.Subscribe to the newsletter! https://newsletter.blockspacemedia.comNOTES:• 80,000 Bitcoin moved worth $8.1 billion• Bitcoin hits new all-time high at $113K• Funds dormant since 2011 - 13+ years• Elon announces America Party with Bitcoin focus• Markets shed 15% earlier this year• $150B in government waste cuts achievedTimestamps00:00 Start00:52 80k BTC moved06:03 Message in transaction16:21 Elon forms political party22:29 BTC @ $113k28:28 WW3 with Iran-
Send us a textPeaches returns with a scorched-earth breakdown of America's latest military moves—and screwups. From counter-UAS task forces to the Pentagon's $330M-per-jet regrets, this episode tears into drone threats, Space Force drama, and Operation Midnight Hammer's massive flex… that also accidentally exposed all our weak spots. We're talking fleet gaps, busted tankers, munitions shortages, and decision-makers who keep canceling the wrong programs. Plus: the Air Force ditches sit-up alternatives (again), the F-47 enters the chat, and Iran just keeps poking the bear. If you want strategic insights laced with sarcasm, this is your ammo drop.
Happy Enslavement Day?From Aaron Day:“The Big Brother Bill furthers technocracy and surveillance. Predictably MAGA supports, not appreciating that these “investments” will be weaponed against them in the future.The One Big Beautiful Bill Act's $135-150B for police militarization, AI surveillance, and financial monitoring, paired with Real ID, Palantir's citizen database, and stablecoins as veiled CBDCs, fast-tracks a technocratic agenda, centralizing control over Americans' lives.” ~ @aarondayFrom Patrick Wood:“Happy Birthday, America. Here is your present: Enslavement. (Gotcha!) AI.Gov will be exclusively run by Technocrats to achieve Technocrat ends. There will be no public input or involvement. For all you scoffers (politicians, academics, and citizens) who have been carping at me for the last 18 years, as I warned you what was coming, will you please get your head on straight? If these digital manics are not stopped, it is game over for freedom and liberty, for sanctity and humaneness.”~ @StopTechnocracyThe time is NOW to secure your finances with GOLD:Call the company I trust, Colonial Metals Group today to learn about a gold strategy that works for you and see if you qualify for up to $7,500 in FREE silver! Check out my landing page here: https://colonialmetalsgroup.com/joyWe discuss this and MORE today on the SJ Show!Join the Rumble LIVE chat and follow my Rumble Page HERE so you never miss an episode: https://rumble.com/c/TheShannonJoyShowShannon's Top Headlines July 3, 2025:NYS Advocates BLOCK Every Bad PHARMA Bill!!: https://x.com/teacher_choice/status/1940205576157622472AI.gov: The Digital Leviathan Launching This Independence Day: https://www.technocracy.news/ai-gov-the-digital-leviathan-launching-this-independence-day/“ChatGPT Psychosis”: The Collapse Of Reality Is Wrecking Lives: https://www.technocracy.news/chatgpt-psychosis-the-collapse-of-reality-is-wrecking-lives/Local police help Trump, ICE spy on Americans via license plate readers: https://www.stridentconservative.com/local-police-help-trump-ice-spy-on-americans-via-license-plate-readers/Sasha Latypova - MAHA scorecard: First 6 months of Trump Admin: https://sashalatypova.substack.com/p/maha-scorecard-first-6-months-ofSJ Show Notes:ACTION LAWSUIT - Vaccine Exemption Denial: https://docs.google.com/forms/d/e/1FAIpQLSd5p67-sRuHD82zPZBUdJWjQG6nFsxqfUanGS0z6kAdQlw5Gw/viewformCLASSPlease support Shannon's independent network with your donation HERE: https://www.paypal.com/donate/?hosted_button_id=MHSMPXEBSLVTSupport Our Sponsors:The best medicine is chronic GOOD health and achieving it naturally. It's why my family uses Native Path Complete Protein every day!Go to https://nativepathcompleteprotein.com/joy today to claim your EXCLUSIVE 41% off deal before it's gone.With lockdowns looming, threats of bio-terror and cyber attacks, the chaos is everywhere. You NEED to be prepared and your one stop shop is The Satellite Phone Store. They have EVERYTHING you need when the POWER goes OUT. Use the promo code JOY for 10% off your entire order TODAY! www.SAT123.com/JoyPlease consider Dom Pullano of PCM & Associates! He has been Shannon's advisor for over a decade and would love to help you grow! Call his toll free number today: 1-800-536-1368 Or visit his website at https://www.pcmpullano.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
• $150B market, broken for decades• Solana apps sending money in seconds• Local off-ramps turn USDC into cash• Dignity, speed, and sovereignty unlocked
This week EU ambassadors agreed on a €150 billion defense lending scheme, Security Action For Europe, or SAFE. EU officials are calling this "an important step toward a stronger Europe." In a move that has raised eyebrows in Athens and Nicosia, the agreement allows for limited participation by third countries – including Turkey. Following the announcement, Prime Minister Mitsotakis called on Turkey to lift its 30 year threat of war against Greece if it wants access to EU defense funds. Vassilis Nedos, Kathimerini's diplomatic and defense editor, joins Thanos Davelis with the latest analysis.You can read the articles we discuss on our podcast here:EU defense fund clears key hurdleGreece says Turkey must lift war threat to get access to EU defence fundsPanathinaikos and Olympiacos eye EuroLeague trophy in Abu Dhabi Final FourPostecoglou becomes first Greek soccer coach to raise European cupGreece doubles drone fleet and deploys record firefighters to tackle growing wildfire risk
In today's live show, I'm joined by Matt Hougan from Bitwise and Andrew Parish and Tillman Holloway from Arch Public to break down the most explosive crypto news of the week. Arthur Hayes says it's time to “buy everything” – are we really at the start of the next bull run? We'll cover Tether's $150B milestone, corporate Bitcoin accumulation, and why Coinbase could see $9 billion in passive inflows after being added to the S&P 500 next week. This episode is packed with signals you can't afford to ignore. Matt Hougan: https://x.com/Matt_Hougan Discover Bitcoin Yield: https://archpublic.com/ Andrew Parish: https://twitter.com/AP_Abacus Tillman Holloway: https://twitter.com/texasol61 ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!
The NIA boys discuss Warren Buffett 60-Year Run, Berkshire's $150B+ Apple Bet, iPhone App Store Lawsuit and OpenAI's "Glazing" ControversyTimestamps:(00:00:00) - Intro(00:06:40) - Meme of the Week(00:07:40) - The Myth of Warren Buffett(00:19:57) - Warren Buffett 60-Year Run(00:31:22) - Berkshire's $150B+ Apple Bet(00:41:01) - The Future of Berkshire Hathaway(00:47:06) - iPhone App Store Lawsuit(01:03:08) - OpenAI's "Glazing" ControversyWhat 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.
On this week's episode, Laura and Kevin sit down with Nandan Nayampally, the Chief Commercial Officer at Baya, to discuss the shifting landscape of intelligent computing and the hidden challenges behind AI innovation.Nandan kicks things off by demystifying what Baya actually does, solving the critical problem of data movement, a growing bottleneck that traditional compute-focused architectures can't keep up with. With a rich background that includes scaling Arm's processor business from $200M to billions and playing key roles at AMD, Amazon (Alexa), and neuromorphic AI startups like Brainchip and Tenstorrent, Nandan offers a unique perspective on where hardware truly sits at the heart of today's AI revolution. He unpacks one of the most misunderstood aspects of AI development: while flashy models grab the headlines, it's the hardware, and even more critically, how data flows across chips, that will define the next generation of intelligent systems. As he explains, we're moving from a compute problem to a data movement problem, and Baya is right at the center of that inflection point. Laura and Kevin also get Nandan's expert map of the chip landscape, from Nvidia's dominant position to Intel, Arm, AWS, and where Baya fits in. Spoiler alert: Baya isn't trying to out-muscle the big players but to fundamentally enhance and rethink architectures for a world driven by AI at scale.Nandan also talks about the next big frontier as a hybrid between cloud and edge AI, with massive commercial opportunities tied to how efficiently and securely we can process data wherever it's generated. He offers a thoughtful, non-political perspective on how escalating tariffs on Chinese goods could impact the semiconductor supply chain, AI innovation, and global data privacy. Along the way, the conversation touches on chiplets, SoC (system-on-chip) trends, and, what he really thinks about Nvidia. If you care about the future of AI, semiconductors, or where the real innovation is happening behind the scenes, this is a must-listen episode.Nandan Nayampally is the Chief Commercial Officer at Baya that runs ProductManagement, Marketing Communication, Business Development, Sales and Strategic Alliances. Nandan has consistently been passionate about disruptive technologies and being in the eye of the storm in semiconductor inflection points. While he's had various start up stints in neuromorphic AI at Brain chip, Tenstorrent and Denali Software, a major part of Nandan's career involved growing Arm's processor business from $200M to into the $billions, and expanding its reach from the mobile and consumer markets to automotive, networking infrastructure, data center and AI. During his time, Arm's customers shipped more than a 150B process-based chips. He also had meaningful stints at AMD and Amazon on scaling Alexa into 3rd party devices.
Sports Geek - A look into the world of Sports Marketing, Sports Business and Digital Marketing
Sports Geek Rapid Rundown is a daily sports business podcast curated by Sports Geek Reads. We publish it on Sports Geek twice per week. In this episode: Explore how the NBA's $76B broadcasting deal transforms basketball consumption, IBM commits $150B to American technology, TikTok creators generate $10M daily in revenue, and Meta launches its first AI app featuring Llama 4 - all curated by Sports Geek Reads. Subscribe at https://sportsgeekhq.com/rapidrundown.
What do you do when $150 billion in economic pressure is knocking on your door?If you're leading a small or medium-sized business right now, you're not just navigating volatility—you're steering through a full-blown storm. Between plummeting markets, rising tariffs, and a fog of uncertainty, we can no longer afford to keep doing business as usual.In this special episode of the Happiness Squad Podcast, Ashish Kothari, Founder & CEO of Happiness Squad, addresses the urgent challenges facing small and medium-sized businesses (SMBs) in the face of unprecedented economic turbulence—triggered by sharp market downturns and a new wave of import tariffs.These external pressures are putting nearly $150 billion of headwinds on SMBs, threatening both financial stability and long-term survival.Ashish shares three critical leadership capabilities that can help SMB leaders to survive and thrive through this storm:Adaptability and Resilience – Cultivating inner calm, shifting into resilient mindsets, reconnecting to purpose, and leading with vulnerability and psychological safety.Leveraging Data and Analytics – Using data to assess risk, segment customers, evaluate suppliers, and make strategic, insight-led decisions.Negotiation Excellence – Preparing for tough conversations with customers and suppliers and acting decisively with clarity, fairness, and confidence.Ashish also introduces support offerings from Happiness Squad and a team of seasoned experts to help business leaders navigate these times—ranging from free white papers and webinars to a deep-dive bootcamp and mastermind community.Be the clarity, courage, and calm your people need in this time of chaos. Tune into this episode now and get the edge your business needs.Resources:✅http://tariffresponseteam.com/ Cultivate Focus and Calm: https://insighttimer.com/bfcmind/guided-meditations/abc-meditation-for-focus-and-calmness Should-Cost Modeling Tool: https://www.gep.com/blog/technology/should-cost-modeling-because-you-must-get-the-cost-rightGrowth Mindset vs. Fixed Mindset: https://online.hbs.edu/blog/post/growth-mindset-vs-fixed-mindset Books:✅The Lexus and the Olive Tree: https://www.thomaslfriedman.com/the-lexus-and-the-olive-tree/ Man's Search for Meaning By Viktor Frankl: https://www.goodreads.com/book/show/4069.Man_s_Search_for_Meaning Emotional Intelligence: Why it can matter more than IQ by Daniel Goleman: https://amzn.eu/d/dsLrKrS Hardwired for Happiness by Ashish Kothari: https://happinesssquad.com/hardwired-for-happiness/
Tim, Phil, & Shane are joined by Jack Posobiec to discuss arsonists being arrested in LA amid deadly wildfires, former child star Rory Sykes passing away due to the LA wildfires, Gavin Newsom defending democrats using ActBlue for wildfire donations, and reports that China is considering selling TikTok to Elon Musk. Hosts: Tim @Timcast (everywhere) Phil @PhilThatRemains (X) Shane @ShaneCashman (everywhere) Serge @SergeDotCom (everywhere) Guest: Jack Posobiec @JackPosobiec (X) Jack Posobiec is a conservative political commentator, author, and activist who serves as the senior editor at Human Events. Learn more about your ad choices. Visit megaphone.fm/adchoices
Get our Business Monetization Playbook: https://clickhubspot.com/monetization Episode 657: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk about the $10M ARR dinner club app, the history of Black Friday, and ChatGPT prompts that work like cheat codes. — Show Notes: (0:00) $10M ARR dinner club (26:19) The science of Black Friday and Cyber Monday (32:47) Reverse Black Friday positions (36:21) 7-day MFM Money Fast (40:57) Simple ChatGPT prompt hacks that work (45:55) Picking a rocket ship (50:53) Warren Buffett's $150B problem (58:17) The Elon Musk Learning Method — Links: • Timleft - https://timeleft.com/ • Bucket list - https://dailymax.fr/fr/bucket-list-fr/ • Your Life in Weeks - https://waitbutwhy.com/2014/05/life-weeks.html • Warren Buffett letter - https://www.berkshirehathaway.com/news/nov2524.pdf • Elon Musk Learning Method - https://www.youtube.com/watch?v=splkLcpBws8 — Check Out Shaan's Stuff: Need to hire? You should use the same service Shaan uses to hire developers, designers, & Virtual Assistants → it's called Shepherd (tell ‘em Shaan sent you): https://bit.ly/SupportShepherd — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by The HubSpot Podcast Network // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano
(0:00) Bestie intros: In Memoriam (6:43) OpenAI's $150B valuation: bull and bear cases (24:46) Will AI hurt or help SaaS incumbents? (40:41) Implications from OpenAI's for-profit conversion (49:57) Meta's impressive new AR glasses: is this the killer product for the age of AI? (1:09:05) Blue collar boom: trades are becoming more popular with young people as entry-level tech jobs dry up (1:20:55) Risk of nuclear war increasing Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.reuters.com/technology/artificial-intelligence/openais-stunning-150-billionvaluation-hinges-upending-corporate-structure-2024-09-14/ https://www.bloomberg.com/news/articles/2024-09-25/openai-cto-mira-murati-says-she-will-leave-the-company https://x.com/chiefaioffice https://openai.com/our-structure https://x.com/unusual_whales/status/1658664383717978112 https://x.com/elonmusk/status/1839121268521492975 https://www.politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399 https://appleinsider.com/articles/12/12/28/early-apple-prototypes-by-frog-designs-hartmut-esslinger-featured-in-upcoming-book https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html https://www.wsj.com/tech/tech-jobs-artificial-intelligence-cce22393 https://layoffs.fyi https://educationdata.org/college-enrollment-statistics https://www.bloomberg.com/news/articles/2024-09-20/zelenskiy-to-push-us-for-nato-invite-weapons-guarantees
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