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CleanSpark CEO Matt Schultz joins us to discuss CleanSpark's fiscal year 2025 earnings. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Matthew Schultz, CEO of CleanSpark, joins us to talk about CleanSpark'sfiscal year 2025 earnings. CleanSpark raked in $766M in revenue for the year, hit the 50 EH/s milestone, and has begun expanding into AI loads. Schultz shares insights on CleanSpark's partnerships with Submer for cooling solutions, the company's capital strategy, the potential for hybrid mining-HPC loads at CleanSpark sites, and what the AI revolution means for bitcoin mining in the United States. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • $766M in FY 2025 revenue • LEadership change refocused company • Austin Texas site underway • AI load feasibility being explored for Sandersville, other sites • $1.15B convertible note almost over subscribed Timestamps: 00:00 Start 03:15 Overview of fiscal year 07:16 Leadership change 09:43 Texas site development 13:41 Submer cooling solutions partner 18:30 Containerized solutions 21:39 Green field vs retrofit 27:23 Blended AI & mining sites 30:50 Two business lines 36:11 $1.15B note 45:19 Evaluating operators
Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Matthew Schultz, CEO of CleanSpark, joins us to talk about CleanSpark'sfiscal year 2025 earnings. CleanSpark raked in $766M in revenue for the year, hit the 50 EH/s milestone, and has begun expanding into AI loads. Schultz shares insights on CleanSpark's partnerships with Submer for cooling solutions, the company's capital strategy, the potential for hybrid mining-HPC loads at CleanSpark sites, and what the AI revolution means for bitcoin mining in the United States. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • $766M in FY 2025 revenue • LEadership change refocused company • Austin Texas site underway • AI load feasibility being explored for Sandersville, other sites • $1.15B convertible note almost over subscribed Timestamps: 00:00 Start 03:15 Overview of fiscal year 07:16 Leadership change 09:43 Texas site development 13:41 Submer cooling solutions partner 18:30 Containerized solutions 21:39 Green field vs retrofit 27:23 Blended AI & mining sites 30:50 Two business lines 36:11 $1.15B note 45:19 Evaluating operators
Matej Zak, CEO of Trezor, reveals why 98% of crypto users are vulnerable to hacks - and what the $1.5 billion exchange hack proves about crypto security.From inventing the first hardware wallet to discovering security flaws in competitor devices, Matej explains why only 2% actually control their crypto and what happens when you trust exchanges.THE SHIFT NEWSLETTER
Hundreds of property owners threatened with legal action under latest LEAP water plan. Trump's full 28-point Ukraine-Russia peace plan. The U.S. has quietly moved over 25% of our Navy fleet (including the massive USS Gerald R. Ford carrier group) into the Caribbean/Gulf of Mexico. Greta Thunberg gets BANNED from Venice after climate activists poured green dye in the Grand Canal in the name of fighting climate change. Pete Hegseth considering to call Mark Kelly back to active duty, as the first step to a court martial. Amazon is throwing $15B into new data-center buildout in Indiana. A record 82 MILLION people are traveling for Thanksgiving. Blanket Basket for sale. What are people buying this Black Friday? Jack's Donuts bankruptcy. Group that owns restaurants in Indianapolis has been named in the Mark Sanchez lawsuit. X marks the spot: Platform’s new location tool outs fake Gaza accounts taking advantage of war. Risk of Stagflation in the Economy. Manimal and Redemption Monday on a Tuesday.See omnystudio.com/listener for privacy information.
Amazon is throwing $15B into new data-center buildout in Indiana. A record 82 MILLION people are traveling for Thanksgiving. Blanket Basket for sale. What are people buying this Black Friday? See omnystudio.com/listener for privacy information.
Get the cheat sheet: Jamie's 5 steps to build a $1B product from a $200 idea: https://clickhubspot.com/ajn Episode 768: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to Ring founder Jamie Siminoff ( https://x.com/JamieSiminoff ) about the wild story of building and selling Ring–plus business ideas he thinks someone should go after. — Show Notes: (0:00) Intro (2:47) Selling Ring for $1.15B (6:48) Getting sued by ADT (17:18) Working with Jeff Bezos (19:29) $400M to $4B (24:02) Getting the wire (26:44) Money v freedom (28:29) Rule 1: Start with the problem (30:02) Rule 2: Little solution, massive market (33:31) Idea: Modern bug control ($5-10B idea) (40:35) Rule 3: The snowball approach (43:54) Ding Dong and other must reads (46:32) The Tom Brady philosophy on hiring (51:33) The too hard pile (54:25) Stickwithitness (56:14) Last mile marketing (58:08) Rebuilding a town — Links: • Ding Dong - https://tinyurl.com/3zrsjete • Ring - https://ring.com/ — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC — 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 HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano //
Stocks on pace for their worst month since March after Nvidia's turn lower yesterday hit the AI trade:Carl Quintanilla, Leslie Picker, and David Faber kicked off the hour with fresh consumer data before breaking down the broader market picture with Cantor Fitzgerald's Chief Equity Strategist - and then diving into Google's gains with longtime tech analyst Brent Thill from Jefferies (who argues the bull trend for big tech remains intact). Plus: Harris-Oakmark's Bill Nygren joined the team with his top picks amid the volatility, and some names he says the market has "left behind". Also in focus: The bitcoin breakdown - as prices fall below $85k and touch their lowest levels since April... The team discussed whether prices are close to bottoming here with Bitwise CIO Matt Hougan, who manages more than $15B in funds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Brian Armstrong built Coinbase from when Bitcoin was $6 to a $100 billion public company - surviving government attacks, multiple 90% market crashes, and 13 years of chaos.THE SHIFT NEWSLETTER
Most leaders think they're building wealth. Bay Street veteran Paul Musson says the system is quietly stealing it from them—and from future generations. After managing over $15 billion for one of Canada's largest investment firms, Paul pulls back the curtain on how central banks, housing policy, and inflation create fake prosperity, immoral wealth transfers, and a rigged game for emerging leaders. In this episode, we unpack the core ideas from his book "Capital Offence: Why Some Benefit at Your Expense" and translate them into practical leadership and investment wisdom you can use right now. In this conversation, you'll learn: How to spot the difference between real capital creation and fake wealth effects Why central bank policies quietly transfer wealth from the young to the old The crucial distinction between money vs. capital every leader must grasp How housing bubbles destroy opportunity for emerging leaders and entrepreneurs Why inflation acts as a hidden tax on savers, builders, and business owners How "something for nothing" economic myths trap even well-intentioned policymakers Why today's monetary system fuels division, resentment, and social breakdown How to build antifragile leadership and business strategies in manipulated markets About Paul Musson Paul Musson spent three decades on Bay Street, managing more than $15B as head of the Ivy investment team and a former McKinsey Investments executive. His work focuses on exposing how modern economic policy creates artificial wealth, hidden transfers, and generational injustice.
En este episodio analizamos un inicio de semana tenso para Wall Street, marcado por temores sobre deuda corporativa, caída en activos de riesgo y señales de desaceleración económica:
In this podcast episode, Dr. Jonathan H. Westover talks with Francoise Brougher about rethinking the workforce of the future. Francoise Brougher is a pioneering technology leader with more than 25 years of experience scaling category-defining companies and driving AI-first business transformation. She currently serves as the Chief Executive Officer and Board Member at Pebl (formerly Velocity Global), where she is leading the company's reinvention as an AI-first global workforce platform. Under her leadership, Pebl is reshaping the Employer of Record industry by combining 10+ years of compliance precision with AI-driven simplicity, speed, and transparency, empowering companies to hire and manage talent across 185+ countries. Francoise has a proven track record of building and scaling global organizations responsible for multi-billion-dollar revenue growth. She took both Square (2015) and Pinterest (2019) public as the executive leader of GTM strategy. Earlier at Google, she scaled SMB Global Sales and Operations into a 15B+ business, pioneering the application of machine learning to customer engagement. She currently serves on the boards of Qonto (Chair, Compensation Committee), Too Good To Go, and as a Board Observer at Alan. She started her career in Japan, working for L'Oreal in a manufacturing plant for three years, where she installed a Computer-Assisted Manufacturing System. After her MBA, she joined Booz Allen and Hamilton in Paris and San Francisco. Check out all of the podcasts in the HCI Podcast Network!
Anand Gomes, CEO of Paradex, reveals why decentralized exchanges are becoming the new Wall Street - combining banks, brokerages, and clearing houses into one platform with zero fees.THE SHIFT NEWSLETTER
Mert Mumtaz, CEO and co-founder of Helius, reveals why he's betting everything on privacy, Solana infrastructure, and long-term conviction plays like Zcash and Hyperliquid.While most crypto investors chase short-term gains, Mert operates on 3-5 year time horizons, building core infrastructure for Solana and defending privacy as crypto's most unsolved problem. From explaining how connectivity and reflexivity drive extreme price movements to sharing how a Slavic girlfriend changed his approach to capturing value, this conversation goes deep.THE SHIFT NEWSLETTER
Chuck Zodda and Marc Fandetti discuss the longest shutdown in history is costing the US economy about $15B each week. The Supreme Court is hearing arguments about tariffs. The Fed can't fix the "K" shaped economy. McDonald's sales rise, but the CEO expects low-income diners to spend less into next year. Burger King braces for the demise of the penny.
John Luke Tyner joins Diane King Hall to discuss the ongoing government shutdown, now the longest in U.S. history. He believes it will impact the markets and the economy, with government employees and people receiving benefits "in a tough spot." John cites estimates of $15B a day in economic hits for each day the shutdown lingers on. Later, he discusses the legal battles affecting Pres. Trump's tariff plans pointing to potential inflationary actions if the government needs to refund companies on tariff revenue. John adds his thoughts on the Fed's rate cutting outlook heading into 2026.======== 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
In this standalone Changing Earth News episode, we unpack the planet's most explosive month yet: 33 major events from solar flares igniting auroras to exceptional droughts cracking the American Southwest, claiming nearly 400 lives and $15B in damages. Chronologically chronicled—from Rafael's Caribbean rampage to Vietnam's record deluges and Etna's fiery glow—we spotlight the human toll, climate amplifiers, and glimmers of hope. Perfect for eco-curious listeners: 15 minutes of gripping facts to fuel your next dinner-table debate. Subscribe now and join the conversation on how Earth is changing – and how we must too.
In this standalone Changing Earth News episode, we unpack the planet's most explosive month yet: 33 major events from solar flares igniting auroras to exceptional droughts cracking the American Southwest, claiming nearly 400 lives and $15B in damages. Chronologically chronicled—from Rafael's Caribbean rampage to Vietnam's record deluges and Etna's fiery glow—we spotlight the human toll, climate amplifiers, and glimmers of hope. Perfect for eco-curious listeners: 15 minutes of gripping facts to fuel your next dinner-table debate. Subscribe now and join the conversation on how Earth is changing – and how we must too.Get Prepared with Our Incredible Sponsors! Survival Bags, kits, gear www.limatangosurvival.comEMP Proof Shipping Containers www.fardaycontainers.comThe Prepper's Medical Handbook Build Your Medical Cache – Welcome PBN FamilyPack Fresh USA www.packfreshusa.comSupport PBN with a Donation https://bit.ly/3SICxEq
Linktree: https://linktr.ee/AnalyticJoin The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: https://ow.ly/msoH50WCu0KDive into Segment on Notorious Mass Effect with Analytic Dreamz as we dissect Last War: Survival Game—the 2023 mobile 4X strategy sensation blending zombie apocalypse base building, hero RPG collection, and massive MMO alliance wars. Launched globally by First Fun HK LTD and now published by FUNFLY PTE. LTD., this free-to-play title exploded to over $2B lifetime revenue by Feb 2025, with $1.15B in 2024 alone and peaks of $141M monthly. Android downloads surpass 74M, fueled by viral TikTok/Snapchat ads and Antony Starr's 2024 campaign spiking 12.5M installs. Explore HQ progression to Level 30, resource raids (6 high-reward/day), auto-combat squads, UR heroes like Kimberly and Tesla, and seasonal events (Crimson Plague, Polar Storm). Analytic Dreamz analyzes 4.6★ ratings, P2W whale dominance ($10K+ spends), misleading shooter ads (
In this episode of Unchained, Laura is joined by Rob Hadick, General Partner at Dragonfly, and Sam MacPherson, Co-founder and CEO of Phoenix Labs, to break down the fast-moving world of stablecoins and stablechains. They discuss Ethena's USDe $5 billion drop, the rise of “stablecoin-as-a-service” models, the emergence of payment-focused blockchains like Tempo and Codex, and the return of TradFi heavyweights like Visa, Mastercard, and Western Union to the digital dollar race. From liquidity challenges to regulatory shakeups and tokenized deposits, the conversation explores what it really takes to win the stablecoin wars, and, importantly, whether any of these players can even make a scratch to king Tether. Thank you to our sponsors! Binance Guests: Rob Hadick, General Partner at Dragonfly Sam MacPherson, Co-founder and CEO of Phoenix Labs Links: Previous coverage on Unchained: Stablecoins Are Popping Up Everywhere. What's the End Game? Why Every Chain Suddenly Wants Its OWN Stablecoin - The Chopping Block Timestamps:
In this episode of Unchained, Laura is joined by Rob Hadick, General Partner at Dragonfly, and Sam MacPherson, Co-founder and CEO of Phoenix Labs, to break down the fast-moving world of stablecoins and stablechains. They discuss Ethena's USDe $5 billion drop, the rise of “stablecoin-as-a-service” models, the emergence of payment-focused blockchains like Tempo and Codex, and the return of TradFi heavyweights like Visa, Mastercard, and Western Union to the digital dollar race. From liquidity challenges to regulatory shakeups and tokenized deposits, the conversation explores what it really takes to win the stablecoin wars, and, importantly, whether any of these players can even make a scratch to king Tether. Thank you to our sponsors! Binance Guests: Rob Hadick, General Partner at Dragonfly Sam MacPherson, Co-founder and CEO of Phoenix Labs Links: Previous coverage on Unchained: Stablecoins Are Popping Up Everywhere. What's the End Game? Why Every Chain Suddenly Wants Its OWN Stablecoin - The Chopping Block Timestamps:
Western Union just secured $15B in assets on Solana and it reveals the infrastructure path from $300B to $3.7T in stablecoins.In this episode of Stabled Up, we sit down with Stepan Simkin and Garrett Harper from Squads Protocol to discuss how they built the infrastructure for Western Union's Solana strategy, why vertically integrated infrastructure wins, and the path to $3.7 trillion in stablecoin market cap.We discuss:- How Western Union secured $15B in assets on Solana- Western Union's Solana strategy & why they chose Squads- Enterprise vs crypto-native stablecoin approaches- Why vertically integrated infrastructure wins- The path from $300B to $3.7T in stablecoins- Altitude: On-chain business banking for enterprises- Getting paid in USDC: The future of payrollTimestamps00:00 Intro01:39 Stepan & Garrett's Background: Building Squads03:13 Blockworks Transformation Story04:15 Squads' Founder Journey07:58 Western Union Goes to Solana: The Inside Story10:40 The Squads Value Proposition for Enterprises12:34 Relay Ad13:35 Why Vertically Integrated Infrastructure Wins15:53 Stable Chains vs Open Networks: The Trade-offs17:27 Payment Stablecoins vs Loyalty Stablecoins19:54 Balancing Security & Trust at Scale21:02 Growing Stablecoin Supply: What's Driving It22:54 Enterprise Chain Preferences Revealed25:05 $15B Breakdown & Geography: Where the Money Is26:24 Alvara Ad26:49 Coinbase Partnership: What It Unlocks32:48 Getting Paid in Stablecoins: The Payroll Future33:17 Closing ThoughtsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl
Seung Yoon Lee, CEO and co-founder of Story Protocol, is building crypto infrastructure to unlock the $80 trillion creative asset class.After selling his previous company Radish Fiction to Kakao for $440 million, Seung saw a bigger problem: streaming platforms like Netflix make billions while creators who make the content get almost nothing. Story Protocol lets creators own and trade their work like stocks, while enabling anyone to legally remix content with automatic royalty payments.THE SHIFT NEWSLETTER
In this episode, Ryan Williams Sr. and Chris Abacon discuss the latest cybersecurity news, including the emergency directive regarding F5 vulnerabilities, the persistent threat posed by Chinese state actors, and the recent seizure of $15 billion in Bitcoin linked to human trafficking scams. They also share personal updates and reflections on their lives, emphasizing the importance of vigilance in cybersecurity and the human element in scams. Article: ED 26-01: Mitigate Vulnerabilities in F5 Devices https://www.cisa.gov/news-events/directives/ed-26-01-mitigate-vulnerabilities-f5-devices?fbclid=IwZXh0bgNhZW0CMTAAYnJpZBExMTlYOWM0amlEUlhlcGRhaQEe81SKXeFH9RxVLZZAbRkDQEtOgoMMSplG8clyMUy6rAMrG6pvi1AJtPGvTSQ_aem_pKc3XyUqmDiSRv2jdR0NIw China accessed classified UK systems for a decade, officials say https://www.businesstimes.com.sg/international/china-accessed-classified-uk-systems-decade-officials-say?fbclid=IwZXh0bgNhZW0CMTAAYnJpZBExMTlYOWM0amlEUlhlcGRhaQEerSBlhQq3UeoMgS7wAyT23_UuHG-lCvjJBqDl4oaMiGlWi-zw_eDARK1H310_aem_u6P4GrEr3cY7Z8DgboMrCQ Feds seize $15B worth of bitcoin in 'pig butchering' scams that used 'forced labor camps' https://www.usatoday.com/story/news/nation/2025/10/15/bitcoin-chen-zhi-pig-butchering-scams-cambodia/86699378007/?fbclid=IwZXh0bgNhZW0CMTAAYnJpZBExMTlYOWM0amlEUlhlcGRhaQEeWxaNcIq51rJ2Ia86R-a9IbvPgj607GG5GlO0GuAbYs3UmQKXEhvRUr688A0_aem_eBExvIR6GGnllNEvFb0LnQ# Buy the guide: https://www.theothersideofthefirewall.com/ Please LISTEN
On today's show, LIVE on https://zeno.fm/radio/thunderous-radio/ 3:06 pm CT, 4:06 pm ET: Palestinian/Israeli Peace Deal...Sort Of: Trump threatens Hamas if they don't dis-arm - IDF claims one of the bodies returned by Hamas Terrorists is NOT a hostage - 'Terror hasn't stopped' as gruesome video shows Hamas publicly executing Palestinian civilians, as healthy Gaza children dance in streets - Islamic radicals say they plan more terror against Israel AFTER ceasefire - Pro-Palestine activists in U.S. hammered for vanishing after Trump gives them what they want with Mideast peace - Christians in Gaza breathe sigh of relief after Trump peace deal - we'll analyze. Borderline: DHS releases zero undocumented migrants into U.S. for fifth consecutive month - White House reveals illegal migrants received Medicaid as shutdown over healthcare drags on - Treasury head Bessent claims shutdown costing US economy $15B a day - we'll explore. Plus, Is identity politics a road to ruin? - Survey of 80% of employees report toxic work environments and affecting overall mental health. And, Forrest Frank pushes back at Jelly Roll over controversial debate on music, money and faith. http://www.spreaker.com/show/christian-talk-that-rocks https://christiantalkthatrocks.net or http://christiantalkthatrocks.com #Palestine #Israel #Trump #peacedeal #Hamas #hostages #governmentshutdown #medicaid #GazaChristians #ForrestFrank #identitypolitics
Israel seizes Gaza flotilla, detains 450 activists Hamas weighs Trump's Gaza ceasefire plan Erdogan marks recapture of Jerusalem anniversary White House pressures top universities Netflix loses $15B after Musk's call to cancel
#SWAMPWATCH – US to lose $15B in GDP each week of a shutdown. A mysterious surrogacy mansion. A drug-plagued property. And a criminal known as ‘Dragon'. Anti-Spam Apps That Work! Chatbot/Ozark Mystery.
This week on Look Forward, the guys return to discuss the Trump administration's so called discovery of what causes autism and their convenient cure, shooting at an ICE facility in Texas, Charlie Kirk's memorial was just turned in to a Trump rally, Jimmy Kimmel returned to television, more boats destroyed by the U.S. military off the coast of Venezuela, Pete Hegseth's big military top brass gathering, judge dismisses Trump's $15 billion dollar New York Times lawsuit, Tom Homan caught accepting a bribe, bailing out Argentina over American farmers, and much more!Big TopicThey cured autism…by cure we mean made up a bunch of nonsenseFDA rubber stamps Dr. Oz-backed drug to “cure” AutismA Wretched Hive of Scum and VillainyShooting at ICE facilityTrump signs EO targeting ‘domestic terrorism networks' after Texas ICE shootingCharlie Kirk's memorial was just a idiotic Trump rallySome Dems vote in favor of honoring Kirk's life and legacyJimmy Kimmel returns to television and Trump gives up the ghostWe keep killing boats without explanation?Pete Hegseth calls in 800 generals and admirals from around the world to DCJudge tosses Trump's $15B defamation suit against New York Times, Penguin Random HouseFast Corruption and Faster Screw-UpsTom Homan loves a good bribeTrump completely fucks over white collar companiesTrump administration kicking farmers down to bail out ArgentinaWhat's Dumber, A Brick or A Republican?Oklahoma Republicans are suffering from collective mental illnessDHS decides to poke famously litigious company
Crypto News: Vanguard Eyes Bitcoin and Ethereum ETF Access for Brokerage Clients. As IPO rumors swirl, Kraken exchange secures $500M funding at $15B valuation. Citi raises stablecoin market cap forecast to $4T by 2030.Show Sponsor -
This week on the Newcomer Podcast, we dive into three stories that reveal how tech, politics, and media are colliding in unexpected ways. First, we look at Andreessen Horowitz's expanding media ambitions, exploring why A16z wants to shape the narrative around everything from defense tech to TikTok. Then, we turn to Trump's feud with Jimmy Kimmel, which led to Kimmel's suspension and re-hiring by Disney — a moment that highlights the uneasy dance between business leaders, politics, and late-night TV. Finally, we take a deep dive into the Klarna IPO, a $15B milestone that was more than 15 years in the making, unpacking the winners, the losers, and the lessons that investors and founders can learn from the journey.Hosted by Eric Newcomer with reporting from Madeline Renbarger, this episode offers sharp insights into how power and money are shaping the future of technology and media. Subscribe for weekly conversations at the intersection of Silicon Valley and society, and don't miss more deep dives at newcomer.co
Wednesday, September 17th, 2025Today, Kash Patel was questioned by the Senate Judiciary Committee and was just as unserious as you'd suspect; Mississippi communities are shaken by two hanging deaths; the UN's commission of inquiry has officially designated what's happening in Gaza as genocide; the Georgia Supreme Court officially disqualified Fani Willis from the 2020 election RICO case; Judge Chutkan ruled that she doesn't have jurisdiction to stop the deportees being sent to Ghana; Trump and some billionaires are taking over TikTok in the United States; Donald has sued the New York Times for $15B for alleged… well i'm not exactly sure; a Manhattan judge has dismissed the terrorism charges against Luigi Mangione for lack of evidence; an appeals court blocks Trump from firing Fed Board Governor Lisa Cook; Tim Walz announced he's running for a third term as governor of Minnesota; a Florida restaurateur offers their parking spaces for artists to color in after the state painted over the Pulse Nightclub memorial crosswalk; and Allison and Dana deliver your Good News.Thank You, HomeChefFor a limited time, get 50% off and free shipping for your first box PLUS free dessert for life! HomeChef.com/DAILYBEANS. Must be an active subscriber to receive free dessert.Episode 2 of The Breakdown is Out Now!StoriesWhat we know about the hanging deaths of two men in Mississippi | WLBTOracle, Silver Lake consortium to control 80% stake in TikTok in US, WSJ reports | ReutersGeorgia Supreme Court declines to hear Fani Willis' appeal of her removal from Trump election case | AP NewsAppeals court blocks Trump from removing Lisa Cook from the Federal Reserve board before interest rate meeting | NBC News‘Direct evidence of genocidal intent': the UN commission of inquiry's report on Israel's actions in Gaza | The GuardianDonald Trump's approval rating | The EconomistWhy Trump's new civil suit against The New York Times is so bizarre | MSNBCMinnesota Gov. Tim Walz will run for a third term in 2026 | NBC NewsLuigi Mangione's state terrorism charges dismissed in UnitedHealthcare CEO's murder, judge rules | CBS New YorkParking spots used as colorful protest against Florida crackdown on rainbow crosswalks | AP News Good TroubleThe Department of Education is currently accepting public comments on a proposed rule change that would prevent thousands of public interest attorneys, among many other public servants, from receiving the public service loan forgiveness benefits to which they are entitled. U.S. Department of Education Issues Proposed Public Service Program Rules ChangesPublic Comments Due September 17 - William D. Ford Federal Direct Loan (Direct Loan) Program**California needs your help | Proposition 50 Vote YES !! Yes On Prop 50 | Special Election Phone Banks - mobilize.us**Help ensure safety of public servants. Hold RFK Jr accountable by signing the letter: savehhs.org, @firedbutfighting.bsky.social on Bluesky**SIGN THE STATEMENT OF SOLIDARITY for the FEMA Katrina Declaration.**How to Organize a Bearing Witness Standout**Fire Kilmeade - foxfeedback@foxnews.com, Submit a request – Fox News**Indiana teacher snitch portal - Eyes on EducationFrom The Good NewsYou Can Vote For Dana ! 2025 Out100: Cast your vote for Readers' Choice!!Abington For Peace (@abingtonforpeace) • InstagramPostcards For DemocracySkeptics - Dragon ConSquaring the StrangeThe Freethought Society Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Our Donation LinksNational Security Counselors - DonateMSW Media, Blue Wave California Victory Fund | ActBlueWhistleblowerAid.org/beansFederal workers - feel free to email AG at fedoath@pm.me and let me know what you're going to do, or just vent. I'm always here to listen. Find Upcoming Actions 50501 Movement, No Kings.org, Indivisible.orgDr. Allison Gill - Substack, BlueSky , TikTok, IG, TwitterDana Goldberg - BlueSky, Twitter, IG, facebook, danagoldberg.comCheck out more from MSW Media - Shows - MSW Media, Cleanup On Aisle 45 pod, The Breakdown | SubstackShare your Good News or Good TroubleMSW Good News and Good TroubleHave some good news; a confession; or a correction to share?Good News & Confessions - The Daily Beanshttps://www.dailybeanspod.com/confessional/ Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:The Daily Beans on Apple PodcastsWant to support the show and get it ad-free and early?The Daily Beans | SupercastThe Daily Beans & Mueller, She Wrote | PatreonThe Daily Beans | Apple Podcasts Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
0:00 WaPo fires columnist who lied about Charlie Kirk, good riddance! Robby Soave | RISING 11:34 Bondi vows to target 'hate speech'; FBI reveals suspect's 'obsession' with Charlie Kirk | RISING 19:38 Trump: 3 killed In another Venezuela boat attack; Schiff slams 'lawless kings' | RISING 23:12 Farmers desperate for workers amid Trump immigration crackdown! Lindsey Granger | RISING 31:48 Trump sues NYT for $15B over defamation allegations: 'mouthpiece for radical left' | RISING 41:43 Hannah Einbinder blasts ICE, yells ‘Free Palestine' during Emmy's speech | RISING 47:01 Trump threatens national emergency declaration in DC over ICE Cooperation | RISING Learn more about your ad choices. Visit megaphone.fm/adchoices
AP correspondent Julie Walker reports President Trump files a $15B defamation lawsuit against The New York Times.
Welcome back to another episode of Upside at the EUVC Podcast, where Dan Bowyer, Mads Jensen of SuperSeed, Andrew J Scott of 7percent Ventures, and Lomax unpack the forces shaping European venture capital.This week, veteran journalist Mike Butcher (ex-TechCrunch Europe, The Europas, TechFugees) joins the pod. From the creator economy eating media brands, to Europe's fragmented ecosystem and the capital gap that just won't die, we dive into EU-Inc, Draghi's unfulfilled reforms, ASML's surprise bet on Mistral, Europe's defense awakening, Klarna's IPO, and quantum's hot streak.Here's what's covered:00:01 – Mike's ResetTechCrunch Europe closes; Mike reflects on redundancy, summer off, dabbling in social and video.03:00 – Media Evolution & Creator EconomyFrom '90s trade mags → TechCrunch → The Europas & TechFugees. Blogs as early social media; today's creators (MrBeast, Bari Weiss, Cleo Abram) echo that era. Bloomberg pushes reporters front and center as media becomes personality-driven.06:45 – Europe's Ecosystem & Debate CultureEurope isn't Silicon Valley's 101 highway — it's dozens of fragmented hubs. Conferences like Slush, Web Summit, VivaTech anchor the scene, but the missing ingredient is debate. US VCs spar on stage then grab a beer; Europe is still too polite.12:00 – All-In Summit DebriefMads' takeaways from LA: Musk on robotics (the “hand” bottleneck), Demis Hassabis on AGI (5–10 yrs away), Eric Schmidt on US–China AI race, Alex Karp on Europe's regulatory failures. The Valley vibe captured, but it's only one voice.17:00 – EU-Inc & Draghi ReportDraghi's 383 recommendations, just 11% implemented. €16T in pensions sit mostly in bonds; only 0.02–0.03% flows into VC (vs 1–2% in the US). Permitting bottlenecks: 44 months for energy approvals. Panel calls for a Brussels “crack unit,” employee stock option reform, and fixing skilled migration.35:00 – Deal of the Week: ASML × MistralASML leads a €2B round in Mistral at €11B valuation. Strategic and cultural fit (Netherlands ↔ Paris) mattered more than sovereignty. Mads: 14× revenue is a bargain vs US peers. Andrew: proof Europe's VCs are too small — corporates must fill the gap. Lomax: ASML knows it's a one-trick pony with 90% lithography share; diversifying into AI hedges risk.49:00 – Defense & Industrial BaseRussian drones hit Poland, NATO urgency spikes. UK pledges defense spend to 2.5% GDP by 2027, but procurement bottlenecks persist. Poland cuts red tape under fire; UK moves at peacetime pace. Andrew: real deterrence is industrial capacity. Mike: primes must be forced to buy from startups; dual-use innovators like Helsing show the way.59:00 – Klarna IPO & the Klarna MafiaKlarna IPOs at $15B (down from $46B peak). Oversubscribed; Sequoia nets ~$3.5B; Atomico 12M → 150M. A new “Klarna Mafia” of angels and operators will recycle liquidity back into Europe's ecosystem.01:03:00 – Quantum's Hot StreakPsiQuantum ($7B, Bristol roots), Quantinuum ($10B, Cambridge), IQM (Finland unicorn), Oxford Ionics' $1B exit. Europe has parity in talent but lacks growth capital. Lomax: “Quantum is hot, but a winter will come.” Andrew: Europe can win here — if the money shows up.01:05:00 – Wrap-upThe pod ends on optimism: Europe may not own AGI, but in quantum it has a fair fight.
Fernando De Leon and Mike DeGiorgio talk Crexi's founding, AI's role in CRE, compounding wealth, and the grit needed to build lasting companies.The Crexi Podcast connects CRE professionals with industry insights built for smart decision-making. In each episode, we explore the latest trends, innovations and opportunities shaping commercial real estate, because we believe knowledge should move at the speed of ambition and every conversation should empower professionals to act with greater clarity and confidence. In this episode of The Crexi Podcast, host Mike DiGiorgio, CEO and founder of Crexi, sits down with his long-time mentor Fernando, founder of Leon Capital Group, to discuss the origins and journey of Crexi. Fernando shares insights into his investment philosophy, the importance of data and technology in commercial real estate, and the fundamental role of compound interest. The conversation spans various topics, including the impact of AI, the dynamics of different business industries, and the essential traits of successful entrepreneurs. Additionally, Fernando speaks about his philanthropic efforts and the values that drive his investments. This episode provides a deep dive into the strategic and personal elements that have shaped Crexi success and offers valuable lessons for commercial real estate professionals and entrepreneurs alike.First Impressions of the New OfficeThe Origin Story of CrexiAssessing the Competitive LandscapeThe Will to Succeed in BusinessThe Impact of AI on Business and Real EstateLessons from Building Multiple BusinessesThe Importance of Good Team MembersResilience and Optimism in BusinessReflections on Early Career ChoicesThe Importance of GratitudeImpact of Upbringing on Real Estate PerspectiveInvestment Committee InsightsPhilanthropy and Giving BackAdvice for Future GenerationsThe Future of Commercial Real EstateClosing Remarks and Reflections About Fernando De Leon:Fernando De Leon is the founder and CEO of Leon Capital Group, a diversified holding company with subsidiaries across financial services, healthcare, and real estate. What began as a modest Texas real estate developer has grown into a platform overseeing ~4,000 employees and businesses operating nationwide and abroad.Under his leadership, Leon Capital has invested in or developed over $15B in real estate, including 20,000 rental housing units, 25M SF of industrial, 15M SF of retail, self-storage, healthcare assets, and 10,000 residential lots. The firm also co-founded a European logistics platform with the Perot Companies that has developed more than 40M SF across the EU.In healthcare, Leon's portfolio includes Specialty Dental Brands, Frontline Dental Implant Specialists, Advanced Medaesthetic Partners, and others managing 600+ locations and serving 2M patients annually. In financial services, Leon operates Bastion Insurance, Finsurity Premium Finance, and Patient Capital. Fernando is also a co-founder of Crexi, now one of the largest CRE marketplaces, serving 3M professionals with real-time transaction data.A Harvard graduate and former Goldman Sachs analyst, he was named a Horatio Alger Award recipient in 2025. Through the De Leon Family Foundation, he supports poverty relief, healthcare access, and education, including scholarships for Texas students dedicated to community impact. For show notes, past guests, and more CRE content, please check out Crexi's blog.Looking to stay ahead in commercial real estate? Visit Crexi to explore properties, analyze markets, and connect with opportunities nationwide. Follow Crexi:https://www.crexi.com/ https://www.crexi.com/instagram https://www.crexi.com/facebook https://www.crexi.com/twitter https://www.crexi.com/linkedin https://www.youtube.com/crexi
Julio Vasconcellos is the Managing Partner at Atlantico, one of Latin America's leading venture firms, and the driving force behind the Latin America Digital Transformation Report. Now in its 6th edition, the report has become the definitive data backbone for investors and founders seeking to understand the region's tech landscape.Previously, Julio was Facebook's first country lead in Brazil and co-founder of Peixe Urbano, giving him a rare operator-to-investor perspective on LatAm's digital transformation.In this episode, Julio unpacks the 2025 report's biggest findings—from venture returns to geopolitics, Pix's disruption, AI adoption, and Mexico's rise—and what they mean for global LPs, founders, and corporates betting on the region.Here's what we cover:LatAm Venture Outperformance: Why local VC funds have quietly outperformed global peers, and what it will take to attract more LP capital.Brazil vs. Mexico: Why Mexico features so prominently this year, how it compares to Brazil, and what it means for investors placing their first bets.The Geopolitics of Tech: 39% of Brazilians say they'd align with China over the U.S.—what's driving that sentiment?Pix's Relentless Rise: With 87% corporate penetration and $15B in fee savings, Pix is reshaping payments. What does this mean for Visa, Mastercard, and fintechs?Brazil's AI Moment: Over 60% of Brazilians have tried ChatGPT, and Microsoft just invested $2.7B in AI/cloud. What role will Brazil play in the global AI race?Founder Archetypes: Atlantico's research into the traits of successful Latin American founders—and how they compare to Silicon Valley counterparts.Join The J Curve Community:Newsletter: Weekly deep dives into LATAM's hottest deals, emerging trends, and market intelligenceLinkedIn: Daily market insights and exclusive founder updatesInstagram: Behind-the-scenes podcast moments and quick industry takesHit subscribe and share this episode with fellow entrepreneurs and investors
Clay Travis sits down with Texas Tech Regent & Double Eagle co-founder Cody Campbell for a candid, long-form breakdown of where college athletics is headed — and how to save it. We cover NIL's real impact ($63M raised at Tech), the House v. NCAA settlement and the $20.5M cap, why Olympic & women's sports are at risk, media rights fixes, and what a sane governance model could look like. Plus: Mike Leach memories, Art Briles, building and selling $15B+ in oil & gas ventures, and why football still matters for American culture. If you care about college football's next 5–20 years, this one's for you. Learn more about your ad choices. Visit podcastchoices.com/adchoices
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
AGENDA: 00:00 – Marc Benioff vs Snowflake, Databricks & Palantir: Who Wins the Data Cloud War? 05:10 – Does Benioff Feel The Need to Buy AI Talent Like Zuck Is? 09:00 – What Salesforce has Learned From Palantir on Forward Deployed Engineers? 18:00 – Will SaaS apps disappear in an AI world? Why Satya is Chatting S*** 23:40 – Are SDRs really screwed by AI… or just evolving? 26:10 – Benioff on Who Wins: OpenAI or Anthropic? 30:00 – Nat Friedman reports to Alex Wang: Genius move or career downgrade? 34:00 – Anthropic's $10B round: Have we hit peak AI hype? 47:00 – Klarna's wild ride: From $45B to $6B to IPO at $15B 55:00 – Inside a16z's seed machine: 72 bets vs Sequoia's 27 57:45 – Martìn Casado: Is consensus investing dangerous—or the only game? 01:05:00 – The big lesson: consensus, contrarian, and why investing is harder than ever
Once seen as a resource-intensive, slow-moving sector, the pulp and paper industry is now at the forefront of sustainability, digital transformation, and profitability. In this episode, we examine how mills are embracing advanced biotechnology, AI, and ERP process transparency to reduce waste, diversify products, and gain competitive advantages.We dig into real-world innovations—from turning black liquor into biocomposites and bioethanol to deploying SAP Signavio for process mining—and how these technologies are helping companies meet aggressive environmental targets while boosting their bottom line. Learn why eliminating “process debt” in ERP systems is the hidden lever for enabling AI and why data-driven decision-making is becoming the ultimate competitive differentiator in this industry's reinvention.What You'll Learn in This Episode:1. Industry TransformationHow pulp and paper is moving beyond paper production into biochemicals, bioenergy, and premium sustainable packagingWhy sustainability is now seen as a profit driver, not a cost2. Waste-to-Value InnovationBlack liquor biorefining into lignin biocomposites, PLA bioplastics, and tall oil productsConverting sulfite liquors into industrial lignosulfonates and bioethanol using advanced yeast strains3. Digital Optimization & ERP TransparencyThe concept of “process debt” and why outdated ERP processes hinder growthHow SAP Signavio and SAP LeanIX provide visibility and structure for AI-driven optimization4. AI-Driven OperationsPredictive maintenance reducing downtime and costReal-time quality analytics and process optimization in paper manufacturingAI market growth in pulp and paper projected to hit $15B by 20345. Data as a Competitive AdvantageUsing platforms like FisherSolve for sustainability benchmarking and supply chain decision-makingHow science-based targets are reshaping supplier relationshipsKey Takeaways:The pulp and paper industry is becoming a model for sustainable, profitable transformationBiotech is enabling waste streams to become high-value product linesERP process transparency is the critical enabler for AI and continuous optimizationData-driven decision-making is redefining competitive advantage in manufacturingSustainability initiatives are directly linked to revenue growth and market differentiationSubscribe to our podcast for expert insights on manufacturing transformation, ERP optimization, and the intersection of sustainability and profitability. Visit The Future of Commerce for in-depth coverage of how legacy industries are leveraging digital tools to reinvent themselves. Share this episode with industry leaders, sustainability strategists, and operations professionals looking to drive both environmental and economic gains.
Headlines: Clapper allegedly pushed to 'compromise' 'normal' steps to rush 2017 ICA, despite concerns from NSA director; Trump threatens 'very severe' consequences if Russia doesn't agree to end Ukraine war; Washington, DC, Is a Disgrace; Texas Democrats who fled could face felony bribery charges, governor says; The Jan. 6 Riot Isn't DC's 'Most Violent Moment'; President Trump shakes up Hollywood with revamped Kennedy Center awards list; The Realism of Israel's Gaza Plan; Fact check: Kotek blames $15B loss on Trump; Tom Dundon agrees to buy Portland Trail Blazers from Paul Allen's estate for more than $4B.See omnystudio.com/listener for privacy information.
Palantir (PLTR) topped Street expectations for its top and bottom line figures in its latest quarterly report. But, as Kevin Green and Alex Coffey point out: The company's guidance raise was the more significant figure. Palantir says it now sees full year 2025 revenue between $4.142B-$4.15B and 3Q revenue up 50% year-over-year. Marley Kayden moderates a dynamic earnings discussion which also features a dip from Hims & Hers (HIMS).======== 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
Qasar Younis is the co-founder and CEO of Applied Intuition, a leading vehicle intelligence platform that helps companies develop and deploy autonomous systems at scale. In June 2025, the company raised $600M at a $15B valuation. Before Applied Intuition, Qasar was the COO and a group partner at Y Combinator, and earlier founded TalkBin, which was acquired by Google. He's also held engineering roles at General Motors and Bosch. In today's episode, we discuss: • The two founder traits Silicon Valley undervalues • How to get 1–3 extra months of work done every year • Lessons from YC on pattern matching and founder feedback • The battle-tested startup formula Qasar used at Applied • Why co-founder fit is make-or-break • Applied's playbook: vertical SaaS, product-led GTM, and leveraging VC networks • Why Applied went multi-product in the early days • Contrarian takes on startup culture, compensation, and cost control • Why domain expertise is making a comeback • And much more… Referenced: • Applied Intuition: https://www.appliedintuition.com • Ansys: https://www.ansys.com • Bilal Zuberi: https://www.linkedin.com/in/bzuberi • Bosch: https://www.bosch.com • Elad Gil: https://www.linkedin.com/in/eladgil • General Motors: https://www.gm.com • “Google's Acquisition of TalkBin”: https://techcrunch.com/2011/04/25/google-acquires-talkbin-a-feedback-platform-for-businesses-thats-only-five-months-old/ • “High Output Management”: https://www.amazon.com/High-Output-Management-Andrew-Grove/dp/0679762884 • Kyle Vogt: https://x.com/kvogt • Marc Andreessen: https://x.com/pmarca • “Only the Paranoid Survive”: https://www.amazon.com/Only-Paranoid-Survive-Strategic-Inflection/dp/0385483821 • Paul Graham: https://x.com/paulg • Peter Ludwig: https://www.linkedin.com/in/peterwludwig • Sam Altman: https://x.com/sama • TalkBin: https://www.crunchbase.com/organization/talkbin • “The History of the Standard Oil Company”: https://www.amazon.com/History-Standard-Oil-Company-Volumes/dp/1519455860 • Waymo: https://waymo.com • Y Combinator: https://www.ycombinator.com • Zoox: https://zoox.com Where to find Qasar: • LinkedIn: https://www.linkedin.com/in/qasar/ Where to find Brett: • LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ • Twitter/X: https://twitter.com/brettberson Where to find First Round Capital: • Website: https://firstround.com/ • First Round Review: https://review.firstround.com/ • Twitter/X: https://twitter.com/firstround • YouTube: https://www.youtube.com/@FirstRoundCapital • This podcast on all platforms: https://review.firstround.com/podcast Timestamps: (01:26) Two founder traits Silicon Valley undervalues (04:23) Gain 1-3 extra months of productivity yearly (05:52) Why founders should read outside the startup canon (07:27) Lessons from YC (13:44) Why it's harder to start than to quit (15:52) The moment you become a real founder (20:24) How great founders master luck (21:46) Qasar's battle-tested startup formula (25:37) The founding insight for Applied (31:42) How Applied expanded beyond automotive (38:05) Why Applied went multi-product early (45:45) What no one says about startup secondaries (49:02) Why being cheap is a startup superpower (51:04) The myth of "competition doesn't matter" (53:50) Early scrappiness: The Sunnyvale house setup (54:50) Why domain knowledge is making a comeback (58:32) The mentors who shaped Qasar
Una pregunta de 5 palabras creó Post-it.Otra convirtió COVID en oportunidad de $15B. En este episodio práctico, analizamos 10 situaciones específicas donde la pregunta correcta cambió todo: desde destrabar reuniones estancadas hasta competir con gigantes de la industria. Cada caso incluye el contexto exacto, la pregunta específica, por qué funcionó, y cómo replicarlo. Aprenderás técnicas como 'Inversión de Feedback', 'Crisis = Cuestionario', y 'Restricción Creativa'. Incluye scripts palabra por palabra para aplicar inmediatamente en tu contexto profesional.Déjanos ⭐️⭐️⭐️⭐️⭐️ para ayudarnos a llegar a más personas con este contenido transformador: re:INVÉNTATE en Spotify y Apple Podcasts.¿Tienes preguntas o quieres compartir tus progresos en el desarrollo de este PowerSkill? Etiquétame en Instagram (@librosparaemprendedores) en una stories o deja tus comentarios y opiniones sobre este episodio.✨ ¡Hoy comienza tu re:Invención!
S&P futures are pointing to a lower open today, down (0.2%). Asian equities posted a mixed session, while European markets opened broadly lower. President Trump announced a trade deal with Indonesia that includes a 19% tariff on Indonesian imports to the U.S., while the U.S. faces no reciprocal tariffs. The agreement involves Indonesia purchasing $15B in U.S. energy, $4.5B in agricultural goods, and 50 Boeing jets, primarily 777 models. Additional levies on transshipments, similar to prior Southeast Asia agreements, were also highlighted. Companies Mentioned: Boeing, Brighthouse Financial, Cantor Equity Partners
In this episode we speak with President and CEO of the UConn Foundation, Amy Yancey - a powerhouse in higher education philanthropy who most recently launched the largest fundraising campaign in UConn's history: the $1.5 billion Because of UConn initiative that just experienced a $720M raise which exceeded their initial launch goal. Congratulations to Amy, her team, and UConn!Amy leads all philanthropic fundraising, alumni relations, and endowment investments for the University of Connecticut—including all campuses, UConn Health, and Athletics. She also serves on President Radenka Maric's senior leadership team.Before UConn, Amy held senior fundraising leadership roles at Boston College, the University of Virginia, Penn State, and the University of Tennessee, where she earned a bachelors in philosophy and a masters in plant sciences and agricultural economics. Her work has led to over $15B raised in support of scholarships, faculty, research, and more.But Amy's leadership story goes far beyond dollars raised. From navigating male-dominated spaces to modeling bravery for her daughter, Amy offers a masterclass in pragmatic, purposeful leadership—and what it truly takes to thrive at the top.This conversation is packed with real talk, strategic insight, and powerful reflection on what it means to lead with integrity, vision, and heart.
A look inside CoreWeave's neocloud business model, and how the company went from an ETH miner to a $75 billion business. FILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Colin and Will break down CoreWeave's meteoric rise to a $75+ billion valuation and why Bitcoin miners like Core Scientific, Galaxy Digital, and Applied Digital are all racing to partner with AI cloud providers. We explore CoreWeave's neocloud business model, GPU economics vs bitcoin mining profitability, and what this means for the future of the mining industry.Subscribe to our newsletter! **Notes:**• CoreWeave valued at $75B+ (12x revenue multiple)• 72% of Q1 revenue came from Microsoft/OpenAI• CoreWeave manages 250,000+ GPUs globally• $15B+ in contracted revenue securedTimestamps:00:00 Start04:05 Coreweave overview07:40 Neocloud10:28 Other Neocloud providers12:49 Oracle, OpenAI & Stargate16:20 Crusoe17:58 Hyperscaler street cred21:08 Energy pipeline26:53 Revenue32:51 Capex vs revenue38:03 GPU lifespan41:58 Bull vs Bear49:00 Partner concentration
Manu Sharma, founder and CEO of Labelbox, explains how frontier AI training data has evolved far beyond simple labeling to sophisticated reinforcement learning environments where domain experts create "gyms" for models to develop complex skills. With every Western frontier lab now spending over a billion dollars annually on training data, the conversation traces the shift from supervised learning to reinforcement learning from verifiable rewards, particularly for coding, mathematical reasoning, and computer use. Sharma reveals how Labelbox operates as a vertically integrated data factory, conducting over 2,000 AI-powered expert interviews daily and paying top specialists more than $250,000 annually. The discussion provides essential insights into the red-hot training data market that's reshaping AI development following major deals like Meta's $15B acquisition of Scale AI. Sponsors: Oracle Cloud Infrastructure: Oracle Cloud Infrastructure (OCI) is the next-generation cloud that delivers better performance, faster speeds, and significantly lower costs, including up to 50% less for compute, 70% for storage, and 80% for networking. Run any workload, from infrastructure to AI, in a high-availability environment and try OCI for free with zero commitment at https://oracle.com/cognitive The AGNTCY: The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at https://agntcy.org NetSuite by Oracle: NetSuite by Oracle is the AI-powered business management suite trusted by over 42,000 businesses, offering a unified platform for accounting, financial management, inventory, and HR. Gain total visibility and control to make quick decisions and automate everyday tasks—download the free ebook, Navigating Global Trade: Three Insights for Leaders, at https://netsuite.com/cognitive PRODUCED BY: https://aipodcast.ing SOCIAL LINKS: Website: https://www.cognitiverevolution.ai Twitter (Podcast): https://x.com/cogrev_podcast Twitter (Nathan): https://x.com/labenz LinkedIn: https://linkedin.com/in/nathanlabenz/ Youtube: https://youtube.com/@CognitiveRevolutionPodcast Apple: https://podcasts.apple.com/de/podcast/the-cognitive-revolution-ai-builders-researchers-and/id1669813431 Spotify: https://open.spotify.com/show/6yHyok3M3BjqzR0VB5MSyk
FILL OUT THE SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Colin and Will break down CoreWeave's meteoric rise to a $75+ billion valuation and why Bitcoin miners like Core Scientific, Galaxy Digital, and Applied Digital are all racing to partner with AI cloud providers. We explore CoreWeave's neocloud business model, GPU economics vs bitcoin mining profitability, and what this means for the future of the mining industry. Subscribe to our newsletter! **Notes:** • CoreWeave valued at $75B+ (12x revenue multiple) • 72% of Q1 revenue came from Microsoft/OpenAI • CoreWeave manages 250,000+ GPUs globally • $15B+ in contracted revenue secured Timestamps: 00:00 Start 04:05 Coreweave overview 07:40 Neocloud 10:28 Other Neocloud providers 12:49 Oracle, OpenAI & Stargate 16:20 Crusoe 17:58 Hyperscaler street cred 21:08 Energy pipeline 26:53 Revenue 32:51 Capex vs revenue 38:03 GPU lifespan 41:58 Bull vs Bear 49:00 Partner concentration Article links: https://mattturck.com/coreweave/ https://research.artemis.xyz/p/coreweave-fundamental-deep-dive https://www.mostlymetrics.com/p/coreweave-ipo-s1-breakdown https://research.artemis.xyz/p/coreweave-fundamental-deep-dive https://www.mostlymetrics.com/p/coreweave-ipo-s1-breakdown
Will Bitcoin break out this weekend? On this Friday Five, I'm joined by Nathaniel Whittemore to dive into crypto's biggest shake-ups – from Fannie and Freddie counting crypto for mortgages, to the BIS declaring stablecoins unfit as money. We also break down Bitcoin dominance hitting 65%, Texas launching a Bitcoin reserve, Republic's tokenized SpaceX stunt, and a $15B options expiry that could send BTC to $110,000. Nathaniel Whittemore: https://x.com/nlw ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!
Aria and Reid dive into the recent flurry of multibillion-dollar AI acquisitions—from OpenAI's $3B Windsurf deal to Meta's ~$15B stake in Scale AI—and what they reveal about how companies are racing to refactor for an AI-first future. Are acquihires overtaking acquisitions as the new strategic advantage? And how are companies balancing workforce shifts with long-term innovation? Plus, a look at the robotics boom, government investment in AI, and the underrated wisdom of Adam Smith. For more info on the podcast and transcripts of all the episodes, visit https://www.possible.fm/podcast/
Carl Quintanilla and Sara Eisen broke down the latest for stocks as UBS raises its recession odds – the OECD cuts growth estimates for the United States – and Chicago Fed President Goolsbee warns inflation could head higher from here. Jefferies David Zervos with the team to breakdown the market impact of it all – and why he says “the needle is moving” towards the bulls… That said, Goldman's Head of Corporate Credit Jonny Fine warning: keep an eye on the deficit if you're a long-term investor. Hear his read from the ground, this hour. Also in focus: Constellation Energy a top gainer this morning after inking a new deal to power Meta's AI projects… The key details. Plus: the team caught up with the CEO of a different name, but similar story - Applied Digital's CEO, fresh off a $15B deal with Coreweave to host their AI datacenters. Squawk on the Street Disclaimer