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(0:00) VP JD Vance joins The Besties! (1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud (9:28) AI approach: Dealing with Doomerism, "Frankenstein," and AI negativity (16:23) H-1B abuse and the massive $1T+ of fraud in federal spending (21:48) Relationship with Israel, rational foreign policy (25:19) JD Vance's midterms message Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/ Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin Follow Vice President Vance: https://x.com/JDVance 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/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
Analyst Joe Mazumdar of Exploration Insights breaks down Barrick and Newmont's Nevada Gold Mines joint-venture agreement and Barrick's proposed spinout, focusing on the high-grade Fourmile discovery, its valuation discount, and synergies from using existing Nevada infrastructure and permitted autoclave capacity via Goldrush. He discusses how geopolitical risk drives valuation discounts and how companies use dividends/buybacks, noting majors returned about 30% of first-half 2026 revenue to shareholders, concentrated among the top five. Mazumdar reviews Seabridge's KSM potential permitting setback tied to First Nations consultation and broader implications. He outlines a preferred royalty strategy using Orogen Royalties as an example and stresses judging management on per-share value and financing discipline. The conversation covers Canada's proposed $1T investment plan, US Dept of War's Trilogy Metals investment tied to the Ambler Road, Talamore's Coffee Project financing versus sharply higher capex, and Mazumdar's “fatal flaw” due diligence approach, including site visits and jurisdictional risk. 00:00 Show Intro and Guest 00:25 Nevada JV Deal Breakdown 02:54 Four Mile Value and Synergies 06:40 Geology of Four Mile 08:02 Geopolitical Discount and Spinout 11:06 Dividends Buybacks and Growth 14:01 Seabridge KSM Permitting Risk 19:10 Royalty Winners Origin Case 24:46 Prospect Generators and Dilution 27:04 Smart Capital Raises 28:10 Track Record Signals 30:10 Flow Through Pitfalls 31:32 Per Share Value Math 32:38 Canada Trillion Plan 33:56 Government Funding Debate 37:12 Trilogy Defense Deal 39:06 Ambler Road Reality 41:31 Coffee Capex Breakdown 44:45 Hunting Fatal Flaws 48:29 Site Visits Independence Joe Mazumdar's website: https://www.explorationinsights.com/ Follow Joe on Twitter: https://twitter.com/JoeMazumdar Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
It's #347rd for the 3th of September, 2026 or 3312! (33-Oh-twelven) - JMYou can find us at our website: http://loosescrewsed.com Discord https://discord.gg/3Vfap47ReaSupport us on Patreon: https://www.patreon.com/LooseScrewsEDSquadron Briefing: BGS highlights: We are now in 459 systems, controlling 141We've expanded out of 7 AndromedaThere's been a little drop in influence in Miola we're watchingRick FN Dalton announced the Chieftains of Anarchy are purged from his main system, it only took 2 weeks and 2 ticks in retreat. Short PP Report: Cycle 96:Soontil Relics, is there anything they can't do?Duval won the week54 exploited, 14 forts, 1 strongholdLi was second49 exploited, -3 forts (six strongholds means -6 forts so 3 new forts were created), 6 strongholdsPiscium Sector ZK-X B1-5 (Pavlov's Hub, Alexandrinus's neighbor) is now a LYR stronghold thanks to LSN and Sirius Gov. efforts. Of note, Architect Grommer got Universal Cartographics online there (finally). If you want to thank him, he needs CMM Composite delivered to Alexandria Terminal's orbital construction site, about 40K TonnesAntal was third15 exploited, 11 fortsEmpire also had a good week15 exploited, 5 forts and 1 strongholdMahon rounds out the top 5Loose Screws Punching Bag Jerome Tiberious Archer was 10th8 exploited and 2 fortsFan favorite Archon (Not Archer) Delaine was in 11th4 new forts!Well done!Powerplay rankingsDev News: Rhino Update 4.4.1.0Rhino SRV addedStandard, Stellar, GalacticSurface Mining Gameplay AddedDSS Updated to detect mining locations13 new mining commoditiesNew Operation - Under Siege - Planetary Settlement Distress CallBug Fixeshttps://www.elitedangerous.com/news/updates/4-4-1-04.4.1.1Chunk problem fixedUnder Siege and Biohazard Takedown (easy) tweakshttps://www.elitedangerous.com/news/updates/4-4-1-1Galnet News: Galnet News | Elite Dangerous Community Site Vodel Reveals New SRV Rhino - 9-3-26Wreaken Calls for Surface Mining Support TestsCompeting CGs - 1T Surface Ore vs. 1T Space Ore for rewardsPaint Jobs for T11 and Rhino and a stickerPlatinum at 300K/T and Iridium, Periclase Dunite & Thortveitite at 1M/TBefore Anyone Bitches about Pay to Win - I can collect 4T Platinum faster than 1T of Thortveitite so STFUBloomingwind's Folly (IC Sector 2602 ZU-Y d103) is rich in Thortveitite and has a legendary Platinum Overlap in the shadow of Brick Memorial Station, so fill up in Bloomingwind's Folly!Discussion Topic: Rhino & ‘Under Siege' OperationHold My Beer: Who Actually Makes the Adventure in Elite?Alec Turner Report: Thank you for the heads-up about Ghost Giraffe's ‘Weaponizing Rhino' video https://youtu.be/ADENFhUz678Buckyball Race ROTA LATINA starts tomorrow (4th September) and runs until the 14th Septemberhttps://youtu.be/z1po6Yg-Eu4Full details here: https://forums.frontier.co.uk/threads/the-buckyball-racing-club-present-rota-latina-4th-14th-september-3312.649360/
Omani Carson, Founder and Chairman at Carson Group, built one of the most recognized wealth management firms in the country, and then realized the biggest barrier to the next level of growth wasn't strategy. It was him.Omani walks me through the inner work that unlocked exponential business growth: confronting self-limiting beliefs, moving from a success mindset to an abundance mindset, and learning to live by design rather than by default. He shares how coaching reshaped the way he thinks, leads, and defines what's possible. KEY TAKEAWAYS 00:00 Why the ceiling on your business is usually a ceiling on you04:12 The difference between a success mindset and an abundance mindset09:35 How blueprinting replaces default living with intentional design14:22 What self-love has to do with scaling a wealth management firm21:08 The coaching conversation that reframed a billion-dollar business as a lemonade stand28:45 Why adding a zero requires exponential thinking, not incremental effort35:17 How Carson Group went from $3B to $60B in AUM — and why $1T is nextSubscribe now and be ready when the conversations begin.RESOURCES MENTIONED Carson Group:https://www.carsongroup.com #MakeBIGHappen #CEOCoaching #Leadership
Cacao Blisshttps://TryCacaoBliss.com/ToddThis hot drink DOUBLED stem cells in 30 day study (Green tea vs Hot Cacao vs Coffee). Boost anti-aging stem cells for heart health, blood pressure, longevity with Cacao Bliss. Angel Studioshttps://Angel.com/ToddBecome an Angel Guild member to watch Charlie Kirk: American Martyr and help bring more stories of faith, courage, and convocation to audiences around the world. Absolute Ministrieshttps://AbsoluteMinistries.org/ToddYour gift helps people overcome addiction, find hope and purpose, and experience lasting change through a Christ-centered system of care. Together, we can support sustainable transformation that goes far beyond temporary sobriety. Alan's Soaphttps://AlansArtisanSoaps.com/Todd The legacy continues for Ian and Alan with Alan's Artisan Soaps “John's Favorites” bundle. Get one bar of each of John's favorites for only $28.99. Bulwark Capital https://KnowYourRiskPodcast.comBe confident in your portfolio with Bulwark! Schedule your free Know Your Risk Portfolio review. Go to KnowYourRiskPodcast.com today. Renue Healthcare https://Renue.Healthcare/ToddYour journey to a better life starts at Renue Healthcare. Visit https://Renue.Healthcare/Todd Bonefrog https://BonefrogCoffee.comGet the new limited release, The Sisterhood, created to honor the extraordinary women behind the heroes. Use code TODD at checkout to receive 10% off your first purchase and 15% on subscriptions.LISTEN and SUBSCRIBE at: The Todd Herman Show - Podcast - Apple Podcasts The Todd Herman Show | Podcast on SpotifyWATCH and SUBSCRIBE at: Todd Herman - The Todd Herman Show - YouTubeBonds, the US Government, and $1T in a Treasury General Account Zach Abraham joins to discuss the latest information about the Treasury General Account, as well as a viral video of a father who gave his children the life he never had.
Vinod Khosla's conclusion: “It's over for human doctors. AI's just going to be better.”Full episode, transcript and key takeaways: https://tryterra.co/podcast/Vinod-Khosla-Its-Over-for-Human-DoctorsVinod Khosla joins Kyriakos Eleftheriou in front of hundreds of YC AI Startup School founders to explain what the future of healthcare actually looks like.0:00 Introduction1:51 When “Do What Users Want” Is Wrong2:26 Nobody Asked for AI or Fusion3:51 You Don't Need a Noble Reason to Start4:58 Workers, Not Tools for Workers5:43 Humans Get in the Way of AI7:52 The Most Important Founder Decision: Who to Ignore8:15 70% of Investors Add Negative Value9:40 Most VCs Haven't Earned the Right to Advise10:01 Great Founder References Can Be a Bad Sign10:45 Four Years Destroyed by Polite Investors12:07 Sam Altman's Hardest Problem13:27 Disagreement Is Always Good15:39 Follow the Talent, Not Today's Failures16:55 When Every Telecom Company Bet Against TCP/IP19:33 “My Willingness to Fail Allows Me to Succeed”20:57 Judge the Learning Curve, Not the Founder Today21:13 European Investors Turn Great Ideas Into Decent Ones22:57 No Doctor Can Keep Up With Medicine23:41 Drug Interactions Kill More Than Breast Cancer23:54 Why Vinod Diagnoses Himself With ChatGPT25:12 Taking a Drug Approved Only for Women26:44 Three Surgeons. Three Answers. One MRI.28:28 It's Over for Human Doctors30:27 Doctors 73%. AI 88%. Doctors + AI 76%.31:52 AI Mental Health Diagnosis: 93%32:52 AI Rated as a Top-10% Therapist33:19 A Frontier Model Is Not a Medical System34:32 Human Error Is More Acceptable Than AI Error36:08 $1T of Healthcare Expertise Should Be Free38:20 Doctors Will Not Use AI If It Costs Them Fees38:54 Why the AMA Opposes AI Doctors39:13 Billing Decides Which Medical Technology Wins40:34 Administrative AI Is the Smaller Opportunity41:39 Going Founder Mode on Cancer42:25 N=1 Medicine Can Route Around Drug Trials43:06 Founders Go Around Obstacles. Big Companies Don't.44:07 Removing Human Drivers Could Save 30,000 Lives45:38 Radiologists Without AI Are Killing People46:11 MRI Scanners Should Output Diagnoses, Not Images48:02 Epic Still Runs on a 1960s Language49:34 How AI Agents Can Route Around Epic51:02 Impact Over IRR. OpenAI Made No Sense.51:48 Fusion Will Not Happen Until Someone Builds It52:34 Entrepreneurs Make Forecasts Irrelevant54:17 Light-Rail Capacity Inside a Bicycle Lane
Polls show a surprising number of people wo plan to remain child-free. How will that reshape America? Plus, the US has spent $1T on public schools in the last ten years ... Are we getting our money's worth?
Polls show a surprising number of people wo plan to remain child-free. How will that reshape America? Plus, the US has spent $1T on public schools in the last ten years ... Are we getting our money's worth?
Polls show a surprising number of people wo plan to remain child-free. How will that reshape America? Plus, the US has spent $1T on public schools in the last ten years ... Are we getting our money's worth?
Polls show a surprising number of people wo plan to remain child-free. How will that reshape America? Plus, the US has spent $1T on public schools in the last ten years ... Are we getting our money's worth?
Polls show a surprising number of people wo plan to remain child-free. How will that reshape America? Plus, the US has spent $1T on public schools in the last ten years ... Are we getting our money's worth?
Polls show a surprising number of people wo plan to remain child-free. How will that reshape America? Plus, the US has spent $1T on public schools in the last ten years ... Are we getting our money's worth?
Polls show a surprising number of people wo plan to remain child-free. How will that reshape America? Plus, the US has spent $1T on public schools in the last ten years ... Are we getting our money's worth?
Standing out in the $2.1T wellness market takes more than running social ads. As people seek real solutions for chronic pain and mobility, growing brands have to figure out how to scale nationally without losing the personal, in-person connection that keeps clients coming back. Jeremy Goldman sits down with Lindsey McFadden, CMO of Stretch Zone, to talk about how the assisted-stretching pioneer balances medical claims with retail fitness, uses star power like Drew Brees, and turns first-time trial visits into multi-year memberships. INSIDE THE EPISODE: • Cutting Through Digital Noise in a $2.1T Market: With wellness ad feeds more crowded than ever, maintaining brand clarity requires sharp positioning that clearly distinguishes assisted stretching from DIY routines. • Balancing Clinical Benefits with Retail Fitness: Navigating therapeutic claims demands a flexible messaging strategy that resonates equally with chronic pain sufferers and active golfers without alienating either group. • Leveraging Star Power Without Intimidating Everyday Clients: Utilizing high-profile partners like Drew Brees drives powerful local foot traffic, but must be balanced to ensure non-athlete, everyday consumers feel welcomed and capable. • Scaling Brand Cohesion Across 400+ Locations: Maintaining strict nationwide brand standards while empowering local franchisees to tailor marketing to their specific communities is essential for scalable growth. • Scaling Tech Without Sacrificing the Human Touch: Leveraging backend AI and automated workflows optimizes customer acquisition and retention while preserving the high-touch, personal connection of in-studio sessions.
Running an Australian eCommerce or Shopify store? Your customers have started shopping inside ChatGPT, and shoppers arriving from AI answer engines convert around 1.5x better than any other source.Melbourne eCommerce Aus Event - Tickets Here. Online shopping has become… boring? A recent Criteo study found 77% of Australians describe online shopping as unexciting, and that's just the starting point for one of our most forward-looking conversations yet.Ryan sits down with Matt Hurle from Criteo to unpack the findings of their latest report and what they mean for anyone running an eCommerce business in Australia. Matt brings 20 years in advertising, 15 in digital and 10 in martech, from cold-calling rural businesses out of the Yellow Pages to sitting at the front edge of AI-powered retail media.The big theme: the path to purchase is no longer linear. Consumers are bouncing between publishers, retailer sites, social platforms and AI answer engines like ChatGPT, and increasingly starting their entire shopping journey inside those answer engines, at the very first spark of an idea. Criteo was the first technology company integrated with OpenAI via API and has already run 2,000+ campaigns in that environment. Early signal? Shoppers arriving from ChatGPT convert about 1.5x more efficiently than any other source.We also get into the eternal marketer's tension Ryan sums up perfectly: "The thing I love about digital marketing is you can track every dollar. The thing I hate about digital marketing is you can track every dollar." Attribution, brand vs. performance, the resurgence of SEO (or GEO/AIO, whatever we're calling it this week), influencer strategy, and why customer support and honest reviews now beat polished influencer content for building real trust.Key TakeawaysThe funnel is dead — long live discovery. Consumers now begin shopping journeys inside AI answer engines, far earlier than the traditional mid-to-lower funnel signals marketers relied on. Brands need to show up higher up the discovery journey.Commerce data is the new gold standard. Moving away from demographics and guesswork toward real commerce signals — what people add to cart, actually buy, and browse before and after. Criteo observes 1T+ in annual eCommerce transactions across 730M+ daily active shoppers.Show up across surfaces, not just your own. Criteo's independence means it serves ads on whichever "surface" (open web, ChatGPT, Meta, TikTok, Pinterest, X) is most likely to convert — not a walled-garden's owned inventory.ChatGPT shoppers convert ~1.5x better. They've researched and validated inside the answer engine, so trust is high by the time they land.SEO/GEO/AIO matters more than ever. As search shifts from keywords to full-sentence, conversational queries, rich product data and verifiable messaging determine whether you appear in AI answers — or get left out of the consideration set entirely.Trust beats polish. Verified reviews and genuine customer support now outweigh paid influencer content. 200 five-star reviews can be less trusted than a 4.7 average. Reply to bad reviews honestly. (Ryan's Nero merino example and Matt's Artisan chopping-board recall story both make the point.)Match the influencer to the job to be done. Celebrities drive reach and exposure; micro-influencers drive engaged, community-level trust and conversion. Different jobs, different tiers.AI answer engines stay out of sensitive categories. OpenAI keeps advertising away from health-related matters, directing people back to their GPs.
(0:00) Bestie intros! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection? (45:44) All-In Summit Speaker Announcements! (48:01) Airtable sells for a 90% discount: SaaSpocalypse? (1:05:56) Chinese AI labs are buying US training data to catch up Apply for Summit 2026: https://allin.com/events Follow Brad: https://x.com/altcap 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://x.com/the_ai_investor/status/2084687703707361429 https://x.com/Tesla/status/2085365278276284803
Navin Chaddha is the Managing Partner at Mayfield. He's made the Forbes Midas List 18 times, and thinks a lot of the AI revenue everyone's chasing right now is fake.Mayfield is a 56-year-old firm that backs founders at the paper-and-pencil stage. They're investing $3 billion into AI, but Navin warns the market is overcapitalized by a factor of 10x.We get into what's actually going on with the $1B+ funding rounds, the $25 trillion of value AI has to justify, the dangers of FOMO, how he separates vibe revenue from real revenue, backing vertical models instead of horizontal ones, why inference will dwarf training, how a startup actually beats a $100 billion incumbent, the people x-ray behind his founder bets, what cricket taught him about running a company, lessons being the last founder to IPO before the Dot Com Crash, what he learned working with Satya Nadella, and the unfinished business still driving him.Thanks to this episodes sponsors!Numeral: Sales tax on autopilot https://www.numeral.comFlex: Premium banking, 60-day credit, 0% APR https://home.flex.one/referral/bananacapitalAmplitude: AI analytics https://www.amplitude.comMerge: Every model, one API https://www.merge.dev/turnerMonaco: The revenue engine for startups https://www.monaco.com/Timestamps:0:00 Lumilens: Zero to $3B revenue in 14 months0:50 Connecting GPU's is AI's next bottleneck5:07 Mayfield: investing $3B in AI and semiconductors9:39 Where a $1B round actually gets spent12:51 The six-layer AI stack, and who needs mega-rounds15:00 Why AI is overcapitalized by 10x17:47 FOMO is for sheep21:13 Vibe revenue vs real revenue22:45 Backing vertical models24:22 The best firms have one North Star27:18 Are semiconductors still cyclical?29:10 Why inference will dwarf training31:19 What happens after every infra build-out36:27 2 billion Gemini users isn't real AI adoption38:21 What a correction does to AI stocks40:46 How FOMO pulls VC's into hot categories44:13 What Navin looks for in founders50:23 Why "everyone hates this category" can be a buy signal54:12 The argument against the cloud everyone got wrong57:20 What white-collar work AI teammates will take1:01:45 How AI startups beat incumbents1:06:54 Why startups die of indigestion1:11:49 Mayfield's secret formula: people-first1:19:18 What cricket taught Navin about building companies1:23:17 Dropping out of Stanford to start VXtreme1:29:22 Blitzscaling to blitz-failing: the last IPO before the Dot-Com Crash1:31:25 Joining Mayfield instead of starting a 4th company1:33:29 Unfinished business (backing a $1T company)1:35:54 Could you tell Satya would run Microsoft?1:38:58 Investors he respects, founders he missedReferencedMayfield: https://www.mayfield.com/Lumilens: https://lumilens.com/Lumilens Raises $700M: https://www.wsj.com/tech/startup-raises-700-million-to-replace-data-center-wires-with-light-adc74358?mod=e2twdBuilt to Last by Jim Collins: https://www.amazon.com/s?k=built+to+last+-+jim+collins&adgrpid=186020621003&hvadid=779535177756&hvdev=c&hvexpln=0&hvlocphy=9218885&hvnetw=g&hvocijid=9037174021105194159--&hvqmt=e&hvrand=9037174021105194159&hvtargid=kwd-362242264527&hydadcr=21907_13365950_10662&mcid=f1dd2c5deb5539b7afc6bcdfee5613c8&tag=googhydr-20&ref=pd_sl_4b3f3t1l23_eFollow NavinLinkedIn: https://www.linkedin.com/in/navinchaddhaFollow TurnerTwitter: https://twitter.com/TurnerNovakLinkedIn: https://www.linkedin.com/in/turnernovakSubscribe to my newsletter to get every episode + the transcript in your inbox every week: https://www.thespl.it/
Dr. Marc Faber editor and publisher of the Gloom, Boom & Doom Report, returns to argue that we are witnessing the first phase of the piercing of the greatest global investment mania. He explains why central bank money printing has inflated asset prices far beyond economic reality — enriching asset holders while ordinary people face a cost of living he estimates is rising 7–12% a year, not the official 3–4%. Faber walks through the cracks already visible: collapsing commercial property values, falling home prices, meme stocks and SPACs that never recovered their 2021 peaks, a narrowing market advance, the semiconductor unwind, and the speculative blow-off in Korea. He argues the 10-year Treasury should yield at least 6.5%, that the Fed should have been hiking rather than cutting, and that the US may already be in recession. With interest costs on federal debt above $1 trillion a year, he says more money printing isn't a choice but an inevitability — and warns that bubbles typically end with the revelation of a massive fraud. His advice is blunt: this is not a market for making money, it's a market for losing the least. He makes the case for broad diversification across cash, bonds, precious metals, and real estate, explains why he refuses to own index funds, shares why Thailand is his largest position, and closes on gold, hyperinflation, and why he thinks the price should already be far higher.Thank you to our partners Augusta Precious Metals — To learn more, visit https://juliabuysgold.com/ or text “Julia" to 35052Monetary Metals - learn more at https://www.monetary-metals.com/julia/Links:The Gloom, Boom & Doom Report: https://www.gloomboomdoom.comTimestamps:00:00 Intro: Marc Faber returns01:06 The macro picture: money printing and record wealth inequality03:33 Why capitalism made the world rich, and who got left behind05:21 The stock market is in the sky, but ordinary life isn't06:58 First signs the investment mania is being pierced07:35 Why printed money doesn't lift everything at once09:55 Commercial and residential property prices roll over10:45 Meme stocks, SPACs, Mag 7 and the semiconductor unwind11:30 Korea: the biggest bubble nobody's talking about12:15 The missing link: a massive fraud is coming13:48 Nominal vs real: how money printing masks the damage14:45 Real inflation is 7-12%, not 3-4%15:49 Where rates should be: 6.5% on the 10-year16:27 Government debt, $1T interest, and why the deficit can't shrink17:56 The situation is hopeless18:39 Where Faber puts his own money20:20 More money printing is inevitable21:27 Assessing Kevin Warsh at the Fed22:33 The Fed should have hiked, and the US is already in recession23:23 Intervention and the death of free markets25:52 The contrarian bond call and the case for diversification28:17 The government has become the mafia28:42 Why a debt crisis is unavoidable29:55 Sell early, but where do you hide?31:34 Thin ice: why ordinary people are forced to speculate31:59 Affordability at the worst level ever32:25 The passive investing problem35:10 Index concentration vs the other 493 stocks36:13 Lessons from 1987: down 21% in a single day37:26 One year from now: a lot of people will lose a lot of money38:35 Hong Kong war stories: the traders who lost everything40:11 The contrarian buy: Thailand, the failed state41:30 Food self-sufficiency, safety, and life in Asia43:56 Where to find his work45:11 Gold, and why he says it should already be $100,00046:07 Hyperinflation, Zimbabwe, and central bank role models
Every founder I know is asking the same question: "How should we actually implement AI across our company?"The reality is that every playbook will require customization, but there are clear patterns beginning to emerge.In this episode, Chetan Narain, Cofounder of Pepper, joins me and my colleague, Interplay Senior Partner Kevin Tung, to share how Pepper is integrating AI across its products and organization - and the lessons they've learned along the way.We discuss:• Where vertical SaaS ends and vertical AI begins• AI agents and guardrails• Organizational redesign• How to move fast without creating chaosIf you're building a company and thinking beyond AI features toward AI transformation, I think you'll enjoy this conversation.⏱️ Chapter Markers:00:00 — Intro — Implementing AI across your company and why it matters now01:23 — Where vertical SaaS ends and vertical AI begins: dashboards → autonomous agents03:36 — Pepper 101: the $1T food distribution opportunity05:37 — Pricing agents: moving from recommendations to action08:42 — Trust, autonomy, and guardrails for mission-critical workflows09:33 — ROI you can prove: GP lift and attribution clarity11:25 — Experiments that broke: letting non-tech teams ship code14:21 — Pepper's "product build system": AI-reviewed PRDs and prototypes19:22 — Organizational design: single-threaded ownership vs. diffusion23:03 — Speed traps: building 4 prototypes ≠ faster outcomes24:22 — Kevin Tung on logging mistakes and compounding intelligence26:10 — A/B testing as a sandboxed guardrail27:02 — Chetan's path: Google PM to first PM of Uber Eats29:37 — COVID pivot: Pepper Pantry hits $10M run rate in a week32:57 — Distributor-first model: white-labeled apps and trust34:33 — If king for a day: accelerating tech adoption in food36:31 — Early adopters and tailwinds across 20k+ distributors38:11 — Wrap and takeawaysLinks:• Chetan Narain: LinkedIn• Pepper: Website, LinkedIn• Interplay: Website, LinkedIn, X• MPD: LinkedIn, X
A landmark Supreme Court decision shakes up digital privacy, setting new limits on police surveillance and potentially redefining personal data rights in the age of AI and location tracking. Plus, Chinese AI models are rapidly gaining ground while American companies battle lawsuits, regulatory crackdowns, and soaring chip shortages. The global race for AI dominance is wide open! US Supreme Court rules geofence warrants require constitutional protections Musk's X poses "serious risk to Americans' privacy," advocates warn FTC The World Cup added $1 billion in security systems. What happens after the games end? U.S. Lifts Restrictions on Anthropic's Most Powerful A.I. Models OpenAI floats giving Trump administration 5 percent cut of AI boom Cloudflare to block cynical search-and-scrape bots from ad-supported web pages Companies Are Throttling Employees' AI Use Because It's Too Expensive Chinese A.I. Models Gain Ground on Anthropic and OpenAI Swedish court orders Google to pay $1.5 billion to Klarna in antitrust damages Google loses final appeal over $4.7 billion EU Android antitrust fine Google warns EU's plans to weaken its monopoly could expose user data Google's AI buildout drove 37% increase in electricity use in 2025 America Is Having MacBook Sticker Shock Apple may struggle to get clearance for Chinese RAM, even for Chinese iPhones BYD Sells the Most Battery Electric Cars Again NASA mission to rescue the falling Swift observatory has launched NASA inspector general suggests Boeing's Starliner will now be a decade late South Korea to spend $1T on more memory chip production and humanoid robots Spotify deletes streams of chart-topping song after suspicious Kalshi bets Prediction Markets Let You Bet on Whether a Wildfire Will Burn Down Your Town Host: Leo Laporte Guests: Jason Hiner, Lisa Schmeiser, and Owen JJ Stone Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT canary.tools/twit - use code: TWIT zscaler.com/security box.com/AI helixsleep.com/twit expressvpn.com/twit
A landmark Supreme Court decision shakes up digital privacy, setting new limits on police surveillance and potentially redefining personal data rights in the age of AI and location tracking. Plus, Chinese AI models are rapidly gaining ground while American companies battle lawsuits, regulatory crackdowns, and soaring chip shortages. The global race for AI dominance is wide open! US Supreme Court rules geofence warrants require constitutional protections Musk's X poses "serious risk to Americans' privacy," advocates warn FTC The World Cup added $1 billion in security systems. What happens after the games end? U.S. Lifts Restrictions on Anthropic's Most Powerful A.I. Models OpenAI floats giving Trump administration 5 percent cut of AI boom Cloudflare to block cynical search-and-scrape bots from ad-supported web pages Companies Are Throttling Employees' AI Use Because It's Too Expensive Chinese A.I. Models Gain Ground on Anthropic and OpenAI Swedish court orders Google to pay $1.5 billion to Klarna in antitrust damages Google loses final appeal over $4.7 billion EU Android antitrust fine Google warns EU's plans to weaken its monopoly could expose user data Google's AI buildout drove 37% increase in electricity use in 2025 America Is Having MacBook Sticker Shock Apple may struggle to get clearance for Chinese RAM, even for Chinese iPhones BYD Sells the Most Battery Electric Cars Again NASA mission to rescue the falling Swift observatory has launched NASA inspector general suggests Boeing's Starliner will now be a decade late South Korea to spend $1T on more memory chip production and humanoid robots Spotify deletes streams of chart-topping song after suspicious Kalshi bets Prediction Markets Let You Bet on Whether a Wildfire Will Burn Down Your Town Host: Leo Laporte Guests: Jason Hiner, Lisa Schmeiser, and Owen JJ Stone Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT canary.tools/twit - use code: TWIT zscaler.com/security box.com/AI helixsleep.com/twit expressvpn.com/twit
A landmark Supreme Court decision shakes up digital privacy, setting new limits on police surveillance and potentially redefining personal data rights in the age of AI and location tracking. Plus, Chinese AI models are rapidly gaining ground while American companies battle lawsuits, regulatory crackdowns, and soaring chip shortages. The global race for AI dominance is wide open! US Supreme Court rules geofence warrants require constitutional protections Musk's X poses "serious risk to Americans' privacy," advocates warn FTC The World Cup added $1 billion in security systems. What happens after the games end? U.S. Lifts Restrictions on Anthropic's Most Powerful A.I. Models OpenAI floats giving Trump administration 5 percent cut of AI boom Cloudflare to block cynical search-and-scrape bots from ad-supported web pages Companies Are Throttling Employees' AI Use Because It's Too Expensive Chinese A.I. Models Gain Ground on Anthropic and OpenAI Swedish court orders Google to pay $1.5 billion to Klarna in antitrust damages Google loses final appeal over $4.7 billion EU Android antitrust fine Google warns EU's plans to weaken its monopoly could expose user data Google's AI buildout drove 37% increase in electricity use in 2025 America Is Having MacBook Sticker Shock Apple may struggle to get clearance for Chinese RAM, even for Chinese iPhones BYD Sells the Most Battery Electric Cars Again NASA mission to rescue the falling Swift observatory has launched NASA inspector general suggests Boeing's Starliner will now be a decade late South Korea to spend $1T on more memory chip production and humanoid robots Spotify deletes streams of chart-topping song after suspicious Kalshi bets Prediction Markets Let You Bet on Whether a Wildfire Will Burn Down Your Town Host: Leo Laporte Guests: Jason Hiner, Lisa Schmeiser, and Owen JJ Stone Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT canary.tools/twit - use code: TWIT zscaler.com/security box.com/AI helixsleep.com/twit expressvpn.com/twit
A landmark Supreme Court decision shakes up digital privacy, setting new limits on police surveillance and potentially redefining personal data rights in the age of AI and location tracking. Plus, Chinese AI models are rapidly gaining ground while American companies battle lawsuits, regulatory crackdowns, and soaring chip shortages. The global race for AI dominance is wide open! US Supreme Court rules geofence warrants require constitutional protections Musk's X poses "serious risk to Americans' privacy," advocates warn FTC The World Cup added $1 billion in security systems. What happens after the games end? U.S. Lifts Restrictions on Anthropic's Most Powerful A.I. Models OpenAI floats giving Trump administration 5 percent cut of AI boom Cloudflare to block cynical search-and-scrape bots from ad-supported web pages Companies Are Throttling Employees' AI Use Because It's Too Expensive Chinese A.I. Models Gain Ground on Anthropic and OpenAI Swedish court orders Google to pay $1.5 billion to Klarna in antitrust damages Google loses final appeal over $4.7 billion EU Android antitrust fine Google warns EU's plans to weaken its monopoly could expose user data Google's AI buildout drove 37% increase in electricity use in 2025 America Is Having MacBook Sticker Shock Apple may struggle to get clearance for Chinese RAM, even for Chinese iPhones BYD Sells the Most Battery Electric Cars Again NASA mission to rescue the falling Swift observatory has launched NASA inspector general suggests Boeing's Starliner will now be a decade late South Korea to spend $1T on more memory chip production and humanoid robots Spotify deletes streams of chart-topping song after suspicious Kalshi bets Prediction Markets Let You Bet on Whether a Wildfire Will Burn Down Your Town Host: Leo Laporte Guests: Jason Hiner, Lisa Schmeiser, and Owen JJ Stone Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT canary.tools/twit - use code: TWIT zscaler.com/security box.com/AI helixsleep.com/twit expressvpn.com/twit
A landmark Supreme Court decision shakes up digital privacy, setting new limits on police surveillance and potentially redefining personal data rights in the age of AI and location tracking. Plus, Chinese AI models are rapidly gaining ground while American companies battle lawsuits, regulatory crackdowns, and soaring chip shortages. The global race for AI dominance is wide open! US Supreme Court rules geofence warrants require constitutional protections Musk's X poses "serious risk to Americans' privacy," advocates warn FTC The World Cup added $1 billion in security systems. What happens after the games end? U.S. Lifts Restrictions on Anthropic's Most Powerful A.I. Models OpenAI floats giving Trump administration 5 percent cut of AI boom Cloudflare to block cynical search-and-scrape bots from ad-supported web pages Companies Are Throttling Employees' AI Use Because It's Too Expensive Chinese A.I. Models Gain Ground on Anthropic and OpenAI Swedish court orders Google to pay $1.5 billion to Klarna in antitrust damages Google loses final appeal over $4.7 billion EU Android antitrust fine Google warns EU's plans to weaken its monopoly could expose user data Google's AI buildout drove 37% increase in electricity use in 2025 America Is Having MacBook Sticker Shock Apple may struggle to get clearance for Chinese RAM, even for Chinese iPhones BYD Sells the Most Battery Electric Cars Again NASA mission to rescue the falling Swift observatory has launched NASA inspector general suggests Boeing's Starliner will now be a decade late South Korea to spend $1T on more memory chip production and humanoid robots Spotify deletes streams of chart-topping song after suspicious Kalshi bets Prediction Markets Let You Bet on Whether a Wildfire Will Burn Down Your Town Host: Leo Laporte Guests: Jason Hiner, Lisa Schmeiser, and Owen JJ Stone Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT canary.tools/twit - use code: TWIT zscaler.com/security box.com/AI helixsleep.com/twit expressvpn.com/twit
A landmark Supreme Court decision shakes up digital privacy, setting new limits on police surveillance and potentially redefining personal data rights in the age of AI and location tracking. Plus, Chinese AI models are rapidly gaining ground while American companies battle lawsuits, regulatory crackdowns, and soaring chip shortages. The global race for AI dominance is wide open! US Supreme Court rules geofence warrants require constitutional protections Musk's X poses "serious risk to Americans' privacy," advocates warn FTC The World Cup added $1 billion in security systems. What happens after the games end? U.S. Lifts Restrictions on Anthropic's Most Powerful A.I. Models OpenAI floats giving Trump administration 5 percent cut of AI boom Cloudflare to block cynical search-and-scrape bots from ad-supported web pages Companies Are Throttling Employees' AI Use Because It's Too Expensive Chinese A.I. Models Gain Ground on Anthropic and OpenAI Swedish court orders Google to pay $1.5 billion to Klarna in antitrust damages Google loses final appeal over $4.7 billion EU Android antitrust fine Google warns EU's plans to weaken its monopoly could expose user data Google's AI buildout drove 37% increase in electricity use in 2025 America Is Having MacBook Sticker Shock Apple may struggle to get clearance for Chinese RAM, even for Chinese iPhones BYD Sells the Most Battery Electric Cars Again NASA mission to rescue the falling Swift observatory has launched NASA inspector general suggests Boeing's Starliner will now be a decade late South Korea to spend $1T on more memory chip production and humanoid robots Spotify deletes streams of chart-topping song after suspicious Kalshi bets Prediction Markets Let You Bet on Whether a Wildfire Will Burn Down Your Town Host: Leo Laporte Guests: Jason Hiner, Lisa Schmeiser, and Owen JJ Stone Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT canary.tools/twit - use code: TWIT zscaler.com/security box.com/AI helixsleep.com/twit expressvpn.com/twit
Matt and Michael dive into America's 250th birthday and ask why we're so reluctant to celebrate it. They explore how patriotism became politically coded, the strange guilt of prosperity, and why the founders' vision of property rights and freedom of speech created unprecedented human flourishing. The conversation spirals through the Dunning-Kruger effect, democracy as truth-discovery, and the Orwellian rewriting of history. They touch on the intolerance of tolerance, what it means to hold two truths at once, and Michael's grandfather's immigrant story of escaping the mines through sheer will. The episode lands on a hard truth. If you stop celebrating what's good, you shouldn't be surprised when you get less of it. Cheers y'all
The Canadian Bitcoiners Podcast - Bitcoin News With a Canadian Spin
Bitcoin just crashed below $60,000 to a 20-month low - the worst first half on record - with the Fear & Greed Index at 18 (Extreme Fear). Is the bull market over, or is this the bottom smart money is buying? Plus: a deepfake of PM Carney drains a senior's $900K, Strategy's leverage cracks, and Bull Bitcoin beats MiCA. This is the Canadian Bitcoiners Podcast.Bitcoin closed a brutal first half - down ~22% in Q1 and ~12% in Q2, a rare back-to-back losing quarter - on record US spot-ETF outflows, a hawkish Fed, and a strong dollar. But under the panic is a divergence: price held the June 26 lows for three sessions while sentiment bottomed, and Strive bought 759 BTC into the fear. We break down whether this is capitulation or the start of something worse - and why self-custodied, unleveraged holders are the only ones not being forced to sell.In this episode of the Canadian Bitcoiners Podcast:Bitcoin below $60K: 20-month low, Extreme Fear at 18, and the contrarian caseThe AI-deepfake-of-Carney scam that drained an 86-year-old's $900KStrategy (MSTR) under a securities probe as 'guaranteed' STRC preferred hits record lowsBull Bitcoin secures MiCA in France with self-custody intact - while Binance exits the EUThe CLARITY Act's Senate coin-flip and what it means for BitcoinBank of Canada holds at 2.25% as oil and the Iran war stoke inflationFranklin's Bitcoin DRIP ETFs, Hut 8's $2.35M settlement, and an OKX prize disputeNotable North: a halved carjacking sentence, the door-kick challenge, 24 Sussex, the $1T grid plan, and CUSMACanadian Bitcoiners PodcastWebsite: https://canadianbitcoiners.comX: @CanadianBTCPodSubscribe & turn on notificationsThe throughline: the leverage and the custodians break in a crash - the protocol doesn't. Lower fiat price is not a broken Bitcoin. Extreme Fear is where conviction gets bought.Sources: CoinDesk, Fortune, Yahoo Finance, Bitcoin Magazine, The Block, CP24, CTV News, National Post, CBC, Bank of Canada, Congress.gov, Al Jazeera.This week's crash coverage is brought to you by the people who think your money should be yours - especially when everyone else is panicking.————————————————————————————————SPONSORS
The Canadian Bitcoiners Podcast - Bitcoin News With a Canadian Spin
Bitcoin just crashed below $60,000 to a 20-month low - the worst first half on record - with the Fear & Greed Index at 18 (Extreme Fear). Is the bull market over, or is this the bottom smart money is buying? Plus: a deepfake of PM Carney drains a senior's $900K, Strategy's leverage cracks, and Bull Bitcoin beats MiCA. This is the Canadian Bitcoiners Podcast.Bitcoin closed a brutal first half - down ~22% in Q1 and ~12% in Q2, a rare back-to-back losing quarter - on record US spot-ETF outflows, a hawkish Fed, and a strong dollar. But under the panic is a divergence: price held the June 26 lows for three sessions while sentiment bottomed, and Strive bought 759 BTC into the fear. We break down whether this is capitulation or the start of something worse - and why self-custodied, unleveraged holders are the only ones not being forced to sell.In this episode of the Canadian Bitcoiners Podcast:Bitcoin below $60K: 20-month low, Extreme Fear at 18, and the contrarian caseThe AI-deepfake-of-Carney scam that drained an 86-year-old's $900KStrategy (MSTR) under a securities probe as 'guaranteed' STRC preferred hits record lowsBull Bitcoin secures MiCA in France with self-custody intact - while Binance exits the EUThe CLARITY Act's Senate coin-flip and what it means for BitcoinBank of Canada holds at 2.25% as oil and the Iran war stoke inflationFranklin's Bitcoin DRIP ETFs, Hut 8's $2.35M settlement, and an OKX prize disputeNotable North: a halved carjacking sentence, the door-kick challenge, 24 Sussex, the $1T grid plan, and CUSMACanadian Bitcoiners PodcastWebsite: https://canadianbitcoiners.comX: @CanadianBTCPodSubscribe & turn on notificationsThe throughline: the leverage and the custodians break in a crash - the protocol doesn't. Lower fiat price is not a broken Bitcoin. Extreme Fear is where conviction gets bought.Sources: CoinDesk, Fortune, Yahoo Finance, Bitcoin Magazine, The Block, CP24, CTV News, National Post, CBC, Bank of Canada, Congress.gov, Al Jazeera.This week's crash coverage is brought to you by the people who think your money should be yours - especially when everyone else is panicking.————————————————————————————————SPONSORS
OpenAI leaned toward delaying its IPO to 2027 rather than budge from Altman's $1T valuation, rattling tech stocks. The government had OpenAI stagger GPT-5.6's release over security concerns. Microsoft hiked Xbox prices again, and SpaceX teased a Starlink mobile network. Sources: OpenAI leans toward holding off its IPO until 2027 after warnings that Sam Altman's desired $1T valuation may not be met in current market conditions (The New York Times) Sources: Sam Altman told staff the US government asked OpenAI to stagger the release of GPT-5.6 over security concerns, approving "access customer by customer" (The Information) Microsoft says the price of Xbox consoles will increase on August 1 by $100 for 512GB models and $150 for 1TB models, the third price increase since 2025 (Kotaku) Sources: SpaceX COO Gwynne Shotwell told investors during an IPO roadshow SpaceX may launch a Starlink mobile product and build its own terrestrial US network (FT) Longreads How Chicago is betting on quantum computing, including turning the site of its former US Steel mill into a campus, after largely missing the digital revolution (WSJ) As China's working-age population shrinks, consensus is growing that China must embed embodied AI robots into as many tasks as possible, as soon as possible (FT) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices
The beverage industry is hitting a catastrophic wall, but it isn't just standard inflation. A high-stakes "metallurgical siege" is unfolding at the exact intersection of consumer packaged goods (CPG) and defense economics. In this video, I break down why aluminum costs have recently surged on the London Metal Exchange and what this means for the future of grocery shelves and beverage coolers. From China's strict production caps to Middle East tensions in the Strait of Hormuz, global supply chains are fracturing. But the biggest threat? The Pentagon. Under federal law, defense contractors have prioritized access to American metals. As the U.S. modernizes its military arsenal under a $1T+ defense budget, the CPG industry is left fighting for the residual scraps...artificially inflating baseline costs and crushing profit margins for everyday brands. I'll dive deep into the companies caught in the crossfire, why the famous 2021-2022 Celsius Holdings survival playbook won't work today, and how "form-factor agility" (moving from cans to powder stick packs) will separate the survivors from the bankrupt in the late 2020s.Also, I'll be examining topics like: Why the U.S. only produces 1/3 of its required primary aluminumHow military procurement dictates commercial grocery marginsWhy venture capital is abandoning weak-margin CPG brands for defense technologyThe folklore of Celsius Holdings importing cans from Europe, and why protectionist tariffs killed that strategy for 2026 Why brands can no longer shrink past the standard 12-ounce sleeveHow functional wellness beverages hold the ultimate leverage over traditional soda and beer.
SpaceX is acquiring Cursor for $60B days after its blockbuster IPO, as its stock soared 20% on day one. Anthropic's standoff with the Trump administration churned on without resolution, OpenAI's 2025 spending hit $34B, and OpenRouter's Fusion claims to beat frontier models. SEC filing: SpaceX agrees to acquire Anysphere in a merger valuing the Cursor-developer at $60B, expected to close in Q3 2026 (Reuters) SpaceX has agreed to acquire AI coding startup Cursor in a $60B stock deal, less than two months after announcing a tie-up, to help its AI division catch up to the major labs (TechCrunch) SpaceX's stock closed up 19.6% on June 15, its first full day of trading; Musk said it "might be able to reach" ~$1T in revenue in 2030, up from $18.7B in 2025 (CNBC) Anthropic says its senior leaders met Trump admin officials on June 15, but no resolution was reached and both sides are working to resolve things quickly (The Information) A senior White House official says easing Friday's action on Anthropic will likely take more than a few days, but leaves the door open to a quick resolution (Politico) Ben Thompson argues Anthropic has near-perfect alignment between talent, mission, and business — a "safety superpower" he says he both respects and fears (Stratechery) Sources: audited financial figures show OpenAI spending hit $34B in 2025, including $19B on research and development and nearly $6B on sales and marketing (FT) OpenRouter debuts Fusion, a tool that prompts multiple AI models in parallel, claiming it can "reach and surpass Fable-level performance on deep research tasks" (OpenRouter) How OpenRouter Fusion works and how it beats frontier models — a "panel of models" approach that scored 69% on Perplexity's DRACO deep research benchmark (Digit) ResumeWriting.com On Product Hunt Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode is all about strategies. Listeners to this podcast know I've been preparing for a flat to down June to set us up for a good July. I got my strategies from Seeking Alpha and Trendspider's Sidekick. You could have paid for these tools with savings had you prepared with a strategy. The Seeking Alpha Summer sale starts today with HUGE savings. Don't miss it - there are only 2 per year with discounts off what they normally provide. You'll have to wait until December to get the next one. SIGNAL STACK LINK
This week's podcast is about the recent S-1 IPO filing of SpaceX. It has some pretty good lessons in both AI and tech strategy.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are the 3 mentioned steps in Elon's approach (in my opinion). This is an interesting example of a Shaping Strategy.Step 1: Identify a huge TAM. Ideally over $1T. Ideally with a weak incumbent.Step 2: Solve the problem with world-class engineering.Step 3: Run an innovation marathon focused on rapid improvements and cost reductions. Vertical integration and repeatability are key to this.Here is the book by Chris Zook on Repeatability.---------I am a consultant & keynote speaker on how to increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in increasing digital growth and strengthening digital AI moats. Get in contact here.I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below.My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
Nvidia unveiled the RTX Spark, an Arm-based consumer chip family built with MediaTek on TSMC 3, plus a DGX Station desktop that runs 1T-parameter models. Intel detailed its Crescent Island GPUs, MiniMax launched a coding model rivaling Opus 4.7 at 1/40th the price, and Anthropic bans AI in interviews. Nvidia announces the RTX Spark, an Arm-based consumer chip family it calls "the most efficient PC chip ever built", made on TSMC 3 in partnership with MediaTek (The Verge) Intel details its Crescent Island data center GPUs, built on its Xe3P architecture and using LPDDR5X memory instead of HBM, calling them "built for agentic AI" (Tom's Hardware) Nvidia unveils DGX Station for Windows, a desktop PC powered by a GB300 Grace Blackwell chip with up to 748 GB of memory, capable of running 1T-parameter models (SiliconAngle) Chinese AI developer MiniMax debuts M3, a new coding model that it says rivals Claude Opus 4.7, costing $0.12 per 1M input tokens, compared with $5 for Opus 4.7 (The Information) A look at Anthropic's hiring process, which prohibits AI use in interviews and features a culture interview that candidates describe as highly intense (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices
Eddie Best breaks down SpaceX's path toward a potential $1T valuation, supported by strong demand across aerospace, defense, and AI. Governance concerns remain, but similar founder control structures at Alphabet (GOOGL) and Meta (META) provide context. Strong defense-tech IPOs and Anthropic's filing highlight ongoing investor appetite.======== 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
Plus - Anthropic raises $65 billion, nears $1T valuation ahead of IPO Learn more about your ad choices. Visit podcastchoices.com/adchoices
Robinhood launched agentic stock trading, letting users link Claude or Cursor to dedicated accounts. Micron hit $1T market cap in record time on AI memory demand. YouTube now auto-labels AI content, a new coding benchmark crowns GPT-5.5 the clear leader, and Roku overhauls its homescreen. Robinhood launches a feature to let users link AI agents, such as Claude or Cursor, to separate, dedicated investment accounts for trading stocks autonomously (WSJ) Micron hit a $1T market value for the first time on May 26 after its stock closed up 19.29%, rising from $700B earlier in May, driven by high memory chip demand (CNBC) YouTube makes its AI content labels more prominent on desktop and mobile, and will apply them automatically if it detects "significant photorealistic AI use" (Variety) Roku launches its first major homescreen overhaul in over a decade, including a large "marquee" ad spot to tout apps or shows, in a bid to drive more engagement (Hollywood Reporter) Datacurve releases the DeepSWE coding benchmark, a 113-task test across 91 open-source repositories: GPT-5.5 leads at 70%, GPT-5.4 got 56%, and Opus 4.7 got 54% (VentureBeat) Learn more about your ad choices. Visit megaphone.fm/adchoices
Andrew, Ben, and Tom discuss the AI-driven expansion of the trillion-dollar club with SK Hynix, Micron, and Eli Lilly crossing the $1T market cap threshold and Nvidia leading at $5.2T, Zscaler's 21% premarket drop on prudent guidance and sales leadership departures, the longer-term cybersecurity opportunity as AI expands endpoints, and Ben's case for why we don't own Micron in size.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
This limestone battery can achieve 100+ hour heat storage without lithium and zero standby losses.Industrial heat is a $1T+ problem, but most solutions ignore storage, especially those using ancient chemistry.Arpit Dwivedi is the founder and CEO of Cache Energy, building thermal storage systems for industrial decarbonization.Cache uses calcium oxide chemistry to store and release heat, targeting sub-1,000°F processes that represent ~75% of global industrial demand, with modular systems designed for rapid deployment and low cost.Here's what we discussed:Unit economics anchored in materials, not breakthroughs – Limestone feedstock at
This week on More or Less, the crew unpacks IPO speculation around OpenAI and SpaceX, debates whether AI's economics ultimately favor recurring API spend or owning infrastructure outright, questions if Google's distribution advantage is enough to win the AI race despite muddled product execution, and wrestles with whether today's AI valuations are driven by real fundamentals or pure mimetic momentum, alongside broader debates on broken AI user experience, data center concentration risk, agentic search killing SEO, and whether skilled trades like plumbing may ultimately prove more durable than many white-collar jobs in the AI era.Chapters:01:35 — Brit's fish disaster story + the fish microbiome economy04:50 — Dell World, AI PCs, and the tokenomics debate (API spend vs. owning infrastructure)11:00 — Google I/O recap: agentic search, generative UI, Android glasses, and whether Google is actually back16:30 — Google's UX problem: why AI still feels broken for normal users20:00 — Anthropic vs. Google: focused monolith vs. sprawling empire22:10 — OpenAI IPO speculation + Anthropic's mega-round: what do you have to believe at $1T valuations?29:30 — The “hate invest” thesis: public sentiment, retail risk, and crypto déjà vu34:20 — Portfolio debate: SpaceX vs. Anthropic vs. OpenAI35:00 — Sam builds an AI token pricing dashboard live + how companies actually burn $30K/month on tokens37:00 — What's next in AI research? Memory, world models, and where infra plays went42:30 — White House AI model oversight rumors + OpenAI's Elon legal update50:10 — AI side projects, kids learning to code, and why plumbers may win the AI eraWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessSpotify: https://podcasters.spotify.com/pod/show/moreorlesspodConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit
Dave "CAC" Kellogg and Ray "Growth" Rike dig into the Redpoint Ventures 2026 Software and AI Market Update - a 69-page report built on proprietary CIO survey data from 141 respondents, plus public market data from Qatalyst, Pitchbook, Goldman Sachs, RBC, and McKinsey. Big report with even bigger implications. Ray and Dave unpack the data that matter most for B2B SaaS and AI-native software operators.WHAT WE COVER IN THIS EPISODEThe AI Build-Out Is Real and It's Not the Dot-Com BubbleHyperscaler CapEx is projected to hit $765B in 2026, up nearly 50% year over year. More than 90% of new data center capacity is already pre-committed. Compare that to the dot-com era when fiber utilization was under 3%. The other critical difference: today's infrastructure spend is funded primarily by free cash flow, not debt. The more important signal is demand. AI has reached 1 billion monthly active users in four years. The internet took far longer to reach 70 million. The demand is real. The risk of speculative overbuild is also real.The Agent Maturity Curve and Why Most of the Value Is Still AheadPage 7 of the report maps the four phases of agent maturity by runtime: co-pilots (seconds), task agents (minutes), workflow agents (hours), autonomous agents (days). Co-pilots represent roughly $500B in software spend. Task agents, where coding tools live today, push that to $1.2T. Workflow agents expand the TAM to $2.8T. Autonomous agents take it to $6.1T. Coding has been the beachhead use case for good reasons: structured training data, instant verification, self-improving feedback loops. The real enterprise revenue opportunity is still in phases three and four.What the CIO Survey Actually Says This is the buried lead of the report. 54% of CIOs are actively consolidating vendors. 45% of AI budgets are coming from existing software budgets, not net-new spend. 58% say AI feature additions are the top driver of incremental software spend. 54% prefer to stay with incumbent vendors if they deliver on AI. Only 13% have a strong preference for AI-native software. The 33% who are neutral are the swing vote. Incumbents are winning the preference battle but losing the execution battle — the CIO feedback on Agentforce, Copilot, and ServiceNow AI in the survey is not flattering.Terminal Value Is the Real SaaS Valuation StoryThe public SaaS median NTM revenue multiple sits at 4.1x (Meritech says 3.1x), the lowest since the global financial crisis. In a SaaS DCF, 85 to 95% of enterprise value comes from terminal value, not the five-year forecast. The implied long-term growth rate embedded in current SaaS valuations has collapsed from 4.7% to 1.1%. Short-term beats like ServiceNow's recent quarter do almost nothing to move the stock because the market's concern is not next year. It's year ten and beyond. That is a terminal value story, not a growth story.ARR Per Employee - The Benchmark EvolvesCursor and Anthropic hit $100M ARR in roughly two years. Slack took three. Salesforce and Adobe took four to five. ServiceNow took seven to eight. AI-native companies have made $1M revenue per FTE the new floor. The P&L transformation model in slide 39 projects R&D costs down 15 to 20%, sales costs down 15 to 20%, COGS increasing due to inference spend but offset by reductions in customer support and customer success. Net result: potential EBITDA expansion of 100 to 250% on the same revenue base over three to five years.Private Markets Are in an AI Love FestAI-native deals represent nearly 100% of new VC activity in Q1 2026. Deal concentration is accelerating: the top 20 deals captured 44% of total funding in 2025, up from 31% in 2024 and 7% in 2022. At the model layer, dollars and valuations are concentrated while deal volume belongs to the application layer (61% of deals). The model competition is effectively over. The only question is rank order. The application layer is where the volume plays out, and AI-native vendors are winning that battle.Redpoint 2026 Software and AI Market Update: https://www.redpoint.com/reports/2026-market-updateABOUT THE METRICS BROTHERS Ray Rike is the Founder and CEO of Benchmarkit, the leading B2B SaaS and AI-native software benchmarking company. Dave Kellogg is an EIR at Balderton Capital, independent consultant, and author of Kellblog. Together they bring a CFO-meets-GTM lens to the metrics and benchmarks that drive efficient revenue growth and enterprise value.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The USA is almost $39T in debt, and are financial situation seems to be getting worse by the day. One idea I keep coming back to is a Sovereign Wealth Fund. Something that countries like Norway, China, UAE & Singapore have created and utilized as a tremendous $1T+ benefit to citizens. There are a ton of reasons this is super complicated and may never happen. It's political and could easily be ruined by short-term thinking, and we would need capital to fund it (even though we are operating at a deficit). But something about the idea of America being incentivized to own its own success seems like it has massive potential. What are your thoughts? How would you make this happen??My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: This show is not financial advice, I'm not a financial advisor.
SUMMARY: Draft guru Brandon Whichard (Software Defined Talk) joins us for the inaugural AI Draft, where we predict the next year of AI winners, losers, trends, and headlines. GUEST: Brandon Whichard, Software Defined TalkSHOW: 1024SHOW TRANSCRIPT: The Reasoning Show #1024 TranscriptSHOW VIDEO: https://youtu.be/BjT_HKhOcRESHOW SPONSORS:ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Activate your data for AI and request a demoSHOW NOTES:Brian's PicksGoogleMajor AI-centric IPO in 2026 ($1T valuation)Amazon (cloud)Company has more Agents that EmployeesTSMC (hardware)AMD (hardware)Family asks about AI at the holidaysData center issue causes a significant change to human existenceBrandon's PicksAnthropicNVIDIABroadcomOpenAI (frontier model)AI Consumption-based pricing (end of subsidies)AI Energy DemandThe end of “vibe-coding”Sam Altman out at CEO of OpenAIFEEDBACK?Email: show @ reasoning dot showBluesky: @reasoningshow.bsky.socialTwitter/X: @ReasoningShowInstagram: @reasoningshowTikTok: @reasoningshow
Limited BONUS: First 1,000 builders get $1,000. Claim yours while supplies lasts.: https://startup-ideas-pod.link/hyperagent I sit down with Howie Liu, co-founder and CEO of Airtable, to talk about the agent economy and the launch of HyperAgent. We walk through Sequoia's charts on AI agent deployment, the economics of token-based work versus human labor, and why frontier agents have crossed a threshold that changes how companies get built. Howie then does a live show-and-tell of HyperAgent, including a custom "Greg Isenberg contrarian AI" skill he spins up in real time. This one is for anyone building a solopreneur business, operating a fleet of agents, or trying to figure out where to place their bet in the agent ecosystem Timestamps 00:00 – Intro 02:22 – Sequoia's AI agent deployment chart reaction 04:41 – Copilot vs Autopilot territory and the $1T+ opportunity 08:13 – Agent economics vs human labor costs 11:12 – Fastest enterprise adoption curve in history 14:48 – The agent command center and fleet of 20 agents 18:03 – What is HyperAgent? 19:43 – Live demo: hyperlocal real estate market reports 22:38 – HyperAgent as the founder, not just the developer 23:21 – Street View, Zillow redesigns, and visual tool power 24:15 – Command center view across a fleet of agents 25:48 – Skills as the key primitive for frontier agents 26:30 – Building the Greg Isenberg contrarian AI skill live 32:31 – HyperAgent vs Perplexity Computer, Manus, OpenClaw, Codex 34:52 – Reviewing writing skill 36:55 – The arbitrage of persistence 41:31 – Confidence milestones: first dollar, $10K/month 35:27 – Reviewing contrarian tweet drafts live 45:05 – Giving the agent feedback and building rubrics 50:15 – Connectors, OAuth, and building custom API skills 53:03 – How to get started with HyperAgent 01:01:54 – Credit giveaway for listeners 01:03:31 – Closing Thoughts Key Points Frontier agents have crossed a threshold in the last 4–5 months where they function as true autonomous coworkers, not just chat assistants. Reframe agent cost by value delivered: a $150 token spend for a board memo beats hours of human time, so anchor on opportunity cost. The real arbitrage is persistence: 99% of people quit after one shot, while daily practice for 30/60/90 days produces top 1% operators. Skills are the most important primitive in frontier agents, turning generally intelligent models into domain experts through playbooks. HyperAgent's differentiation is a low floor plus a high ceiling, with rubrics, LLM-as-judge evals, and fleet-wide observability for scaling. Aim for $100B companies with under 5 employees, built on fleets of always-on agents mapped to human job roles. The #1 tool to find startup ideas/trends - https://www.ideabrowser.com LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ The Vibe Marketer - Resources for people into vibe marketing/marketing with AI: https://www.thevibemarketer.com/ FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/ FIND HOWIE ON SOCIAL X/Twitter: https://x.com/howietl Hyperagent: https://www.hyperagent.com Airtable: https://www.airtable.com-
Our 242nd episode with a summary and discussion of last week's big AI news!Recorded on 04/22/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:OpenAI released a new ChatGPT image model that excels at accurate text and screenshot-like generations, suggesting a transformer-style approach aligned with agentic “computer use” ambitions.Chinese model activity accelerated with Alibaba's Qwen 3.6 Max Preview moving to an API-only offering, plus open releases from Moonshot AI (Kimi K2.6, a 1T-parameter MoE) and Minimax (Minimax M 2.7) showing strong benchmark results.Google expanded Deep Research with a “Max” option built on Gemini 3.1 Pro and MCP support for accessing proprietary data, while Mozilla reported using Anthropic's Claude to find and fix 271 Firefox bugs. Business and policy updates include a reported SpaceX–Cursor deal with a $60B buy option, Cerebras filing for an IPO, Amazon adding $5B to Anthropic alongside a $100B AWS spending pledge, and platform responses to synthetic media like AI music spam and YouTube deepfake takedown requests.Timestamps:(00:00:10) Intro / Banter(00:01:05) News Preview(00:01:41) Sponsors(00:04:41) Response to listener commentsTools & Apps(00:09:40) ChatGPT's new Images 2.0 model is surprisingly good at generating text | TechCrunch(00:16:02) Alibaba Drops Qwen 3.6 Max Preview—Its Most Powerful Model Yet - Decrypt(00:19:26) Google launches Deep Research and Deep Research Max agents to automate complex research(00:25:00) Mozilla Used Anthropic's Mythos to Find and Fix 271 Bugs in Firefox | WIRED(00:28:35) Ordering with the Starbucks ChatGPT app was a true coffee nightmare | The VergeApplications & Business(00:29:48) SpaceX is working with Cursor and has an option to buy the startup for $60B | TechCrunch(00:34:11) AI chip startup Cerebras files for IPO | TechCrunch(00:38:23) Two startups want to replace how AI learns: one just raised $180M, another is seeking up to $1B(00:38:56) Months-old start-up Recursive Superintelligence raises $500mn for self-teaching AI(00:41:36) Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return | TechCrunch(00:45:09) Kevin Weil and Bill Peebles exit OpenAI as company continues to shed 'side quests' | TechCrunch(00:46:04) Meta hires five Thinking Machines Lab founders including a reported $1.5 billion engineer - Meta cuts 198 Bay Area jobs as even larger layoffs reportedly loom(00:50:12) Meta employees are up in arms over a mandatory program to train AI on their mouse movements and keystrokes(00:51:43) Chinese fabs import record volumes of US chipmaking equipment via Singapore and Malaysia — homegrown tool makers booked record 2025 revenues as price competition squeezes margins(00:54:01) Google Eyes New Chips to Speed Up AI Results, Challenging Nvidia(00:54:20) Canadian quantum company Xanadu soars to $16 billion valuation after Nvidia releaseProjects & Open Source(01:00:13) Moonshot AI releases Kimi-K2.6 model with 1T parameters, attention optimizations - SiliconANGLE(01:05:22) MiniMax Just Open Sourced MiniMax M2.7: A Self-Evolving Agent Model that Scores 56.22% on SWE-Pro and 57.0% on Terminal Bench 2 - MarkTechPostPolicy & Safety(01:06:25) Infusion: Shaping Model Behavior by Editing Training Data via Influence Functions(01:10:25) Scoop: NSA using Anthropic's Mythos despite blacklist(01:11:03) Unauthorized group has gained access to Anthropic's exclusive cyber tool Mythos, report claimsResearch & Advancements(01:17:21) Parcae: Scaling Laws For Stable Looped Language Models(01:24:20) OccuBench: Evaluating AI Agents on Real-World Professional Tasks via Language Environment SimulationSynthetic Media & Art(01:27:01) Deezer says 44% of songs uploaded to its platform daily are AI-generated | TechCrunch(01:29:47) Celebrities will be able to find and request removal of AI deepfakes on YouTube | The VergeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
RenMac unpacks rising risks in the $2.1T private credit market, where opacity, refinancing pressure, and potential redemption “gates” could tighten financial conditions beneath the surface. The team discusses a speculative turn in equities driven by high beta and momentum, a Fed on hold despite slowing wage growth, and a labor market that remains stable but fragile. They also explore why inflation still matters more than growth for markets, how fiscal support may fade into a headwind, and what credit stress, positioning, and geopolitics signal for a late-cycle environment.
Microsoft considered buying Cursor but didn't pull the trigger before SpaceX's deal. Microsoft launches its first-ever voluntary retirement program, Anthropic's secondary market valuation hits $1T on Forge Global, and SpaceX's S-1 reveals plans to manufacture its own GPUs. Sources: Microsoft considered buying Cursor in recent weeks but didn't make an offer; Microsoft has been working to boost GitHub Copilot's popularity (CNBC) Microsoft announces the first voluntary retirement program in its 50-year history, for US staffers whose combined years of service added to their age totals 70+ (The Verge) Kalshi suspends and fines congressional candidates Mark Moran of Virginia, Matt Klein of Minnesota, and Ezekiel Enriquez of Texas for political insider trading (CNBC) Anthropic's valuation has hit $1T on Forge Global, a leading private marketplace exchange, surpassing OpenAI's valuation on the platform of $880B (Business Insider) A poll of 4,000 workers in the US and the UK finds that the highest-earning and most experienced workers are adopting AI in their jobs far faster than others (FT) SpaceX's S-1 excerpts list "manufacturing our own GPUs" among the "substantial capital expenditures" it is undertaking, with the size of the expenditure TBD (Reuters) Spotify celebrates its 20th anniversary with a first-ever list of its 20 most streamed artists, albums, songs, podcasts, and audiobooks (Billboard) Learn more about your ad choices. Visit megaphone.fm/adchoices
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$1T in multifamily debt is coming due and most of it already doesn't work.Is this a real estate crash or the next buying opportunity?We brought in Dugan Kelley, co-founder of Kelley Clarke Law and a leading real estate and SEC attorney, to break down what's actually happening in the multifamily market.In this episode:-The multifamily “maturity wall” explained-Why 2020–2022 real estate deals are in trouble-How rising interest rates broke deal economics-What happens next: loan modifications, forced sales, or foreclosure-What real estate investors need to know nowThis isn't 2008. It's a valuation reset in commercial real estate.Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob's company and invest along at https://aspenfunds.us/
Mates recap Nvidia GTC madness - Jensen's $1T revenue blitz fueling robots, robocabs, orbital fabs, and NemoClaw - while unpacking OpenClaw's GitHub supernova, Anthropic's enterprise crush on OpenAI, Elon's TerraFab TSMC-killer, and inference deflation exploding abundance. Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends Peter H. Diamandis, MD, is the Founder of XPRIZE, Singularity University, ZeroG, and A360 Salim Ismail is the founder of OpenExO Dave Blundin is the founder & GP of Link Ventures Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified – My companies: Apply to Dave's and my new fund:https://qr.diamandis.com/linkventureslanding Go to Blitzy to book a free demo and start building today: https://qr.diamandis.com/blitzy Your body is incredibly good at hiding disease. Schedule a call with Fountain Life to add healthy decades to your life, and to learn more about their Memberships: https://www.fountainlife.com/peter _ Connect with Peter: X Instagram Connect with Dave: X LinkedIn Connect with Salim: X Join Salim's Workshop to build your ExO Connect with Alex Website LinkedIn X Email Substack Spotify Threads Listen to MOONSHOTS: Apple YouTube – *Recorded on March 19th, 2026 *The views expressed by me and all guests are personal opinions and do not constitute Financial, Medical, or Legal advice. Learn more about your ad choices. Visit megaphone.fm/adchoices
Who gets to define what intelligence means in the age of AI, and why are tech companies so keen to shift blame onto their creations? This episode digs into moral outsourcing, agency, and the urgent need for independent oversight in the world of artificial intelligence. Nvidia Unveils NemoClaw Agent Software Nvidia's NemoClaw is OpenClaw with guardrails Jensen just put Nvidia's Blackwell and Vera Rubin sales projections into the $1 trillion stratosphere Nvidia Unveils Groq-Based Chip System to Speed Up AI Tasks Like Coding Nvidia's DLSS 5 is like motion smoothing for video games, but worse Zuckerberg has "finished" with Alexandr Wang, worth US$14 billion Meta didn't buy Moltbook for bots — it bought into the agentic web Meta's Manus AI agent arrives on your desktop to take on OpenClaw Introducing GPT-5.4 mini and nano | OpenAI Sources: OpenAI signed a deal with AWS to sell its AI services to US government agencies for both classified and unclassified work, amid the Anthropic-DOD spat Inside OpenAI's Race to Catch Up to Claude Code OpenAI, Musk and Focus A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model Hustlers are cashing in on China's OpenClaw AI craze Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, as it seeks to catch up with Tencent and Alibaba in the AI race Tennessee grandmother jailed after AI facial recognition error links her to fraud Judges Find AI Doesn't Have Human Intelligence in Two New Court Cases - Slashdot AI Agent Hacks McKinsey A study of ~1,500 US workers finds AI use can reduce burnout but also cause "AI brain fry", a mental fatigue from using AI tools beyond one's cognitive capacity AI companies want to harvest improv actors' skills to train AI on human emotion A Reddit Post, An AI Hallucination, And Two Lawyers Who Never Checked Citations Walk Into A Dog Custody Case Digg's open beta shuts down after just two months, blaming AI bot spam EchoPrime – Cedars-Sinai’s AI system can read echocardiograms and write the report Robotic Surgery Performed Remotely on Patient 1,500 Miles Away - Slashdot Ex-Uber CEO Kalanick Debuts Plan for 'Gainfully Employed Robots' German philosopher Jürgen Habermas dies at 96 CanIRun.ai — Can your machine run AI models? We tried White Castle from an airport vending machine. It was bleak. I tried BigArch. A big mess. Hosts: Leo Laporte, Jeff Jarvis, and Fr. Robert Ballecer, SJ Guest: Rumman Chowdhury Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: spaceship.com/twit outsystems.com/twit zscaler.com/security preview.modulate.ai
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