Podcasts about 1T

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

Episode Description:In this episode, we break down a massive week on Wall Street, starting with the historic SpaceX IPO that shattered public market records. Then, we preview Micron's high-stakes fiscal Q3 earnings report as AI-driven memory demand pushes margins to historic levels. Plus, we look at Adobe's quiet rebound, why Celsius (CELH) is starting to regain traction, and the structural roadmap that could launch Marvell (MRVL) on a legitimate path toward a $1 trillion valuation.The Historic Debut: SpaceX formally went public on the Nasdaq at an initial valuation of $1.77 trillion, raising an unprecedented $75 billion in gross proceeds.Market Impact: Trading surged on day one to push its market cap over $2 trillion. We discuss the unique, multi-staged insider lock-up structure and how fast-tracked index rules are shifting the mechanics of passive ETF tracking.Pure Profit Growth: Ahead of its fiscal Q3 earnings call on June 24, Wall Street consensus is targeting a mind-boggling ~1,000% year-over-year increase in adjusted EPS.What to Watch: We break down the absolute dominance of their HBM3E/HBM4 product cycles, massive CapEx scaling across new fabs, and whether the memory cycle is turning into a permanent structural moat.ADBE: Creative Cloud is showing resilient enterprise retention as AI monetization begins to manifest in actual ARR.CELH: After a painful distribution and inventory rightsizing over the past few quarters, the stock is showing technical and fundamental signs of a text-book volume accumulation phase.The Trillion-Dollar Blueprint: Why optical DSPs and custom silicon partnerships position Marvell perfectly to capture the massive capital expenditure tailwinds from hyperscalers building out data centers. Is a $1T valuation realistic, or is it getting ahead of its fundamentals?

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

Paulo Passoni, Managing Partner at Valor Capital, and Olga Maslikhova sit down with their first-ever TJC Debrief guest — Ivana Delevska, Founder and CIO of Spear Invest and Portfolio Manager of the Spear Alpha ETF (SPRX, Nasdaq), one of the best-performing actively managed AI ETFs. Ivana spent a decade at Tiger Management, Millennium, and Citadel before founding Spear, where she now runs over $100M in AUM as a one-person fund augmented by AI. This is the June 2026 edition of TJC Debrief — a monthly show covering tech, venture, and capital markets through a global lens.We cover where $1 of AI spend actually goes — 50% to compute, 15–20% to networking, 15% to power and physical build-out — and why networking is the most under-the-radar layer of the value chain, why behind-the-meter power and former Bitcoin mining sites (Applied Digital) are the most overlooked plays in AI infrastructure, why Latin America could become a serious data center alternative to the US given cheaper electricity and faster permits, why hyperscaler-backed offtake deals are solving the cost-of-capital problem for data center build-outs, the SpaceX IPO at $1.77 trillion and 60x forward revenue with only 15% growth — and why Paulo thinks the employee lockup wall is the biggest risk, why Anthropic at ~$1T with $15B revenue scaling to $200B in 2027 is the more reasonable bet on a 12-month horizon while SpaceX is the better 10-year hold, why the application layer is where the next wave of billion-dollar revenue companies will emerge — using Higgsfield as a case study going from $0 to nearly $500M in revenue in one year by orchestrating 30 video models, why speed and revenue per employee ($1–10M is the new bar) are the only real moats left in software, why Elon is the "king of hardware" and what the EPC contractor insourcing playbook actually looks like, why community is the anti-AI moat — from independent watchmaker collector groups to Corgi's coffee shop in Silicon Valley, why the air pocket of AI demand is the real risk to watch (token prices are the early signal), and why wealth concentration from the AI boom is the biggest macro risk of all — and what forced-savings products and intelligent wealth transfer mechanisms could prevent it.Subscribe to The J Curve Insider newsletter for deeper insights and follow Olga on LinkedIn and Instagram.

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

Hey folks, Alex here, let me catch you up! I've had a feeling that this week is going to be crazy, as it started on the weekend MiniMax M3, then with Jensen announcing new RTX Spark, NVIDIA's first PC chip packing 1 petaflop of local AI power into thin laptops.A few days later at Microsoft BUILD, Satya & Mustafa from MAI dropped 7 AI models, completely pre-trained from scratch, including a new MAI-thinking-1, MAI-code and MAI-image 2.5 that started topping the image gen charts. Then other image models started racing to the top of the Arena benchmarks, IdeoGram 4 hitting becoming SOTA open weights image-gen model, and Reve 2 beating Nano Banana just a few hours after that. And then today, NVIDIA dropped Nemotron 3 Ultra, their latest 550B open weights model, data and training and Arena published a new agentic eval leaderboard and we got a new Gemma 4 12B. I've had the great pleasure to host Chris (@llm_wizard) from Nvidia, Peter Gostev from Arena and Karan from Nous Research (who were featured prominently by Jensen!) all on the show. Def don't miss this one! Let's get into the details. ThursdAI - Join the flock of folks who know what is happening in AI before everyone else.Open Source LLMs

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

#stockmarket #finance #investing #ongc #siemens #coalindia #usiran #nifty #midcap #cepa #micron #quad #irctc #businessnews #earningsCatch today's market updates! US forces strike Iran as oil hits $97, while Micron tops $1T market cap. Taiwan and Nvidia surpass India's market cap amid the AI boom. India and Canada target a November CEPA deal. We also cover the Coal India OFS, Quad's $20B mineral plan, and midcaps hitting all-time highs. Plus, detailed Q4 FY26 earnings analysis for ONGC, Siemens India, and IRCTC.https://shorturl.at/gM97lHow to Use Artificial Intelligence for Investing - Combo of 5 ebooks00:00 Start02:18 U.S. Strikes in Iran06:00 Quad Critical Minerals Plan07:19 Taiwan & Nvidia Overtake India08:49 India-Canada CEPA10:16 Q1 Downgrade Looming for India Inc?11:48 Nifty Midcap 100 Hits Record High13:05 Coal India OFS14:40 ONGC Q4 FY26 Results17:33 Siemens India Q4 FY26 Results18:58 IRCTC Q4 FY26 Results19:38 Knowledge Section

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.

Plus - The AI boom pushes Samsung to $1T; Bumble's paying users are slipping as it bets on an overhaul later this year; Marc Lore says that AI will soon enable anyone open a restaurant Learn more about your ad choices. Visit podcastchoices.com/adchoices

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.

Seagate just reported its best free cash flow in a decade. EPS is up 115% year over year. Revenue grew 44%. Management is calling it a structural shift — the idea that nearline hard disk drives have permanently broken out of their long secular decline thanks to AI data center demand.The numbers are real. The demand from hyperscalers is real. The Mozaic 4 platform shipping at 40-plus terabytes per device is real, and the Mozaic 5 roadmap targeting over 50 terabytes in late 2027 is genuinely impressive. When AI inference needs to recall vast quantities of stored data almost instantaneously, nearline HDDs are exactly the right tool, and Seagate is the dominant supplier. The $1.1 trillion in remaining performance obligations that cloud providers have committed to accelerated compute infrastructure means there is a multi-year demand runway here that is not in dispute.What is in dispute is whether calling this a structural shift — rather than a very powerful cyclical upswing driven by a once-in-a-generation CapEx surge — is accurate. Hard disk drive technology is mature. NAND flash and SSDs will continue taking market share over a long enough time horizon. And Seagate, for all its current dominance, is still a price-taker in a commodity memory market. The party is real. The question is how long it lasts and what you do while it's happening.In this excerpt from a Semi Insider live Q&A session, CSI works through every layer of Seagate's Q3 FY2026 results and close with something genuinely useful for investors: a three-part framework for handling a commodity stock that is over-earning in a cycle without knowing exactly when it ends.What we cover:— Seagate Q3 FY2026: $3.1B revenue (+44% YoY), 47% gross margin, EPS +115%— Best free cash flow in a decade: $953M and the operating leverage story— Q4 FY2026 guidance: $3.45B revenue (+41% YoY), EPS of $5 (+123% YoY)— The structural shift thesis: what management is claiming and what history says— Nearline HDD explained: why AI inference changed the demand equation— Mozaic 4 shipping now, Mozaic 5 roadmap to late 2027— Data center revenue: $2.5B of $3.1B total — hyperscaler dependency— The $1.1T cloud RPO and Seagate's multi-year runway— Reverse DCF: 56% EPS growth over three years — what it implies at $687— Three frameworks for handling an over-earning commodity stock— The 2028 risk: debt paydown, shareholder returns, and the inevitable washoutMembers of Semi Insider get the full live session including extended Q&A and the complete research. Join at chipstockinvestor.com

This week: four hyperscalers reported earnings on the same day, NVIDIA briefly crossed $5 trillion in market cap, OpenAI broke Azure exclusivity, and Google put $40 billion into Anthropic. Patrick Moorhead and Daniel Newman call it the most consequential week in AI infrastructure history and suggest the bull thesis just got its vote of confidence. The handpicked topics for this week are: OpenAI Breaks Azure Exclusivity — Both Patrick and Daniel were in the room for the original OpenAI-Microsoft announcement, and they both knew it wasn't the end of the story, it was just the beginning. The restructured deal keeps Microsoft on IP rights through 2032 and a guaranteed 20% revenue share through 2030, but the AGI trigger clause that would have ended payments is gone. The very next day OpenAI went live on AWS, the first non-Microsoft hyperscaler to carry it. Dan's read: model companies need more compute than any one hyperscaler can offer, and every hyperscaler needs access to all the models. Nobody wins with exclusivity anymore. (The Decode) Google Puts $40 Billion Into Anthropic — Pat spells it out: Anthropic just became AI's first joint custody child, with Amazon and Google as the parents and a $73 billion college fund. Google, which already had stakes in Anthropic and SpaceX, posted a $37 billion investment gain in a single quarter solely from valuation improvements, and now holds dual hyperscaler structural backing for Anthropic that Pat says OpenAI simply can't match. Daniel's thesis lands again: models are not the moat. Compute is the moat. Everybody is figuring that out now. (The Decode) The CPU War Is On: Meta Goes to AWS for Graviton — Meta recently secured a multi-year, multi-billion dollar Graviton agreement with AWS after being caught off-guard regarding both compute resources and models. Andy Jassy noted that demand was so high he had to decline two customers who sought to purchase his "entire Graviton capacity." During his victory lap, Pat highlighted a significant shift in agentic workloads: the CPU-to-GPU ratio has plummeted from 16-to-1 to nearly 2-to-1, with some cases already reaching 1-to-1 parity. The CPU war is the story nobody saw coming fast enough, including AMD and Intel. (The Decode) OpenAI 5.5 Review: Shows Promise, But Not Amazing — Daniel tested the new model and shared his take: not blown away but not unhappy either. Pat moved some workloads back to test it and liked what he found, particularly on research. The 38% reduction in reasoning-intensive tasks is the ROI answer OpenAI has right now. But both hosts flag the bigger question: What happens when token subsidies end and real agentic workflow costs hit the tape? That is the moment that opens the door for open source, small models, and enterprise-specific deployments. The model moat, Dan says for the third time this episode, "just does not exist anymore." (The Decode) China AI and the Open Source Question — Daniel went long on this in a live CNBC stream and brings the sharpest take to the show: serious US companies are not going to scale their products on Chinese models. He predicts it will play out like TikTok, regionally distributed to markets with lower concern about data sovereignty. Pat's hedge: open source is a legitimate pressure valve on frontier model pricing, but only if Chinese labs aren't stealing IP to get there. If the frontier model companies stop investing because there's no money in it, the whole ecosystem loses. NVIDIA has the clearest opportunity to step in and fill the open source gap without competing with its own customers. (The Decode) The Flip: Is $700 Billion in Hyperscale AI CapEx Delivering Returns Fast Enough? Daniel took the pro stance: Google Cloud at 63% growth, $460 billion in backlog, quarter-over-quarter doubling. Azure at 40%, AWS at 28% fastest growth in 15 quarters. Meta at 33%, fastest growth since 2021, generating $32 billion in operating cash flow in a single quarter. Only 20% of enterprises are using AI and only 2% of consumers. Pat's counter: Microsoft is down 12% year to date despite beating estimates. ServiceNow off 14% after a beat and raise. The market is completely skeptical, and $700 billion in CapEx so Anthropic and OpenAI can crank out $100 billion in revenue is not yet a clean return story. Both hosts admit they agreed on more than they let on. The real question isn't whether companies are spending too much, it might actually be whether they're spending enough. (The Flip) Fed Holds, 8-4 Vote — In a macro look at the markets, hosts report that the Fed held rates steady, with the most dissents since October 1992. Pat's read: it means nothing for the tech trade right now but is a re-rating of the discount rate long term. Daniel thinks cuts are still coming because housing is stalled and nothing else moves the broader economy without it. Confirmation of the new Fed chair is something to watch. (Bulls and Bears) NVIDIA Crosses $5 Trillion — Daniel called it, and it happened faster than he thought was realistic, just like $2, $3, and $4 trillion before it. A $5 trillion market cap is a market verdict on supply constraint and demand visibility. His position remains: every estimate of the AI market between now and 2030 is too low because nobody has the gall to estimate what exponential scale actually looks like. (Bulls and Bears) Microsoft, AWS, and Google Cloud Earnings — The cloud race is heating up with Google Cloud leading at 63% growth, while Azure hit 40% and AWS saw its fastest expansion in 15 quarters at 28%. Pat points to Microsoft's massive 700,000-seat Copilot deal with Accenture as a key indicator of its enterprise advantage, noting that businesses prefer established partners over direct labs for AI. Daniel highlights a clear market shift: Google's demonstrated ROI earned investor rewards, whereas Meta faced pushback for increasing CapEx without a defined enterprise revenue stream. In this "hard ROI era," strategic capital allocation is making all the difference. (Bulls and Bears) Samsung, Apple, and Qualcomm — Samsung has transitioned from facing negative gross margins to becoming a premier global profit leader. In Pat's view, this surge represents a long-awaited correction following years of intense pricing pressure. SK Hynix and Micron are similar beneficiaries and Daniel has been pounding the table on Micron for a reason. Apple beat solidly everywhere, proved the iPhone 17 cycle is real, blew up the China headwind argument, and grew services to an all-time high at $31 billion. The episode closes on a high note with Qualcomm hitting a major milestone: a hyperscaler is now leveraging their AI silicon, with material impact expected in 2027. As Pat noted in his summary tweet, the short sellers are definitely feeling the heat right now. (Bulls and Bears) Want the full breakdown? Be a part of our community. Hit that subscribe button on our Youtube channel!   The Decode OpenAI Breaks Azure Exclusivity — Models, Codex, and Managed Agents Now on AWS https://www.businessinsider.com/openai-microsoft-partnership-agreement-changes-cloud-providers-agi-2026-4 https://openai.com/index/openai-on-aws/ Google Commits Up to $40B in Anthropic — AI Lab Capital Concentration Reaches Historic Scale https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ https://tech-insider.org/google-40-billion-anthropic-investment-tpu-compute-2026/ https://x.com/danielnewmanUV/status/2049994186309468408 Meta Signs Multibillion-Dollar Deal for Tens of Millions of AWS Graviton5 Cores — Agentic AI Becomes a CPU Story https://about.fb.com/news/2026/04/meta-partners-with-aws-on-graviton-chips-to-power-agentic-ai/ https://www.aboutamazon.com/news/aws/meta-aws-graviton-ai-partnership https://www.geekwire.com/2026/meta-signs-multibillion-dollar-deal-to-use-amazons-graviton-chips-for-agentic-ai/ OpenAI Releases GPT-5.5 — New Intelligence Tier for Agents, Coding, and Research https://www.cnbc.com/2026/04/23/openai-announces-latest-artificial-intelligence-model.html https://community.openai.com/t/gpt-5-5-is-here-available-in-the-api-codex-and-chatgpt-today/1379630 The China AI Pricing Divide — DeepSeek, Kimi, and Open-Weight Chinese Models Running at Fractions of OpenAI/Anthropic Cost https://www.youtube.com/watch?v=UjdFa1eyIWI https://artificialanalysis.ai/models/deepseek-v4 https://the-decoder.com/kimi-k2-pricing-vs-openai-anthropic/ https://venturebeat.com/technology/deepseek-v4-arrives-with-near-state-of-the-art-intelligence-at-1-6th-the-cost-of-opus-4-7-gpt-5-5 The Flip With Alphabet, Microsoft, and Meta All Reporting Earnings Today — Is the $500B+ Hyperscaler AI Capex Cycle Delivering Returns Fast Enough to Avoid a Reckoning? FOR: Google Cloud at 27% margin and $35B+ quarterly revenue pace is proof the cycle pays https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/alphabet-earnings-preview-q1-2026 Meta's $115-135B capex is being funded by 31% revenue growth — not debt https://tickeron.com/blogs/meta-platforms-meta-q1-2026-earnings-preview-31-revenue-growth-in-sight-12881/ Nvidia's $5T market cap and $1T+ in forward order visibility confirms demand is not slowing https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html AGAINST:  Microsoft is down 12% YTD despite beating estimates last quarter — the market is skeptical https://www.geekwire.com/2026/microsoft-earnings-preview-after-a-357-billion-wipeout-tech-giant-gets-another-chance/ ServiceNow -14% after a beat-and-raise is the most important AI earnings signal of the week https://www.cnbc.com/2026/04/22/servicenow-now-earnings-q1-2026.html Meta just raised 2026 capex to $125-145B and shareholders punished the stock for it — the market is pricing in a payback timing problem https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/ Bulls & Bears Fed Holds Rates Steady at 3.5-3.75% in Powell's Final Press Conference — 8-4 Vote is Most Dissents Since October 1992 https://www.cnbc.com/2026/04/29/fed-interest-rate-decision-april-2026.html https://www.foxbusiness.com/economy/federal-reserve-interest-rate-decision-april-29-2026 https://www.kiplinger.com/news/live/fed-meeting-updates-and-commentary-april-2026 Nvidia Hits $5T Market Cap and All-Time High — First Record Since October https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html https://polymarket.com/event/will-nvda-hit-week-of-april-27-2026 The Hyperscaler Cloud Read — AWS Reaccelerates to 28%, Microsoft Azure to 40%, AI Run Rates $15B+ and $37B https://www.heygotrade.com/en/blog/amazon-q1-2026-earnings-reaction/ https://www.cnbc.com/2026/04/29/aws-earnings-q1-2026.html https://www.microsoft.com/en-us/Investor/earnings/FY-2026-Q3/income-statements https://www.marketbeat.com/originals/microsofts-maia-200-the-profit-engine-ai-needs/ Mag 7 Capex Read — Alphabet's Cloud Backlog Hits $460B+ While Meta Raises 2026 Capex to $125-145B https://www.cnbc.com/2026/04/29/alphabet-googl-q1-2026-earnings.html https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/ Samsung Electronics Q1 2026 — Record Quarter on AI Memory Boom; First Mass HBM4 Shipment to NVIDIA Vera Rubin https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2026-results https://www.techbuzz.ai/articles/samsung-electronics-announces-first-quarter-2026-results https://www.sammobile.com/news/samsung-q1-2026-profit-hits-record-high-ai-chip-boom/ Apple Q2 FY2026 — Record $111.2B Revenue (+17%), Greater China +28%, $100B Buyback Authorized; Cook's 89th Earnings Call https://9to5mac.com/2026/04/30/apple-reports-q2-2026-earnings-111-2-billion-in-revenue-up-17/ https://www.macrumors.com/2026/04/30/apple-2q-2026-earnings/ https://www.stocktitan.net/news/AAPL/apple-reports-second-quarter-gy0ooebphoid.html https://www.bloomberg.com/news/live-blog/2026-04-30/apple-second-quarter-earnings Qualcomm Q2 Earnings https://investor.qualcomm.com/files/doc_financials/2026/q2/FY2026-2nd-Quarter-Earnings-Presentation_4-29-26_Final.pdf https://www.benzinga.com/quote/QCOM/earnings https://finance.yahoo.com/markets/stocks/article/qualcomm-reports-better-than-anticipated-q2-earnings-stock-rises-over-10-155935310.html  

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

LA Times this morning: is tech's massive AI spending actually working? $1T deployed across hyperscaler AI capex. Compute at 30-40% utilization. The substrate exists. The applications that justify it are still being built.Every infrastructure cycle ends this way — railroads, electricity, internet. Capital deployed before use cases materialize. The newspapers run the same panic story we're reading today. Then five years pass and nobody remembers. The dip is the door.Timestamps:0:00 LAT: is AI capex actually working?0:15 MiniDoge — $1T spent, four bets, no clean answer0:35 HH — "we built the highway. The cars are still in the dealerships."1:00 Nyx — duopoly + technological feudalism risk1:25 MiniDoge — the trillion isn't wasted, it's pre-paid1:45 Saarvis — every infrastructure cycle ends this way2:00 Closing — show up.Featuring: MiniDoge, Nyx, HH, Saarvis — the Dogelord Council

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

$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/

SUMMARY DEL SHOW Futuros levemente en verde y camino a cerrar la semana con ganancias. El mercado compra desescalada en Medio Oriente, el crudo sigue bajo $100 y eso ayuda al risk on, especialmente en tech e infraestructura de IA. $AAPL sube envíos de iPhone en China en 1T y se mantiene fuerte en premium. $NFLX cae por salida de Hastings y guía más débil, lo que reactiva dudas sobre ritmo de crecimiento. $CRCL enfrenta una class action por el hack de Drift y vuelve el debate sobre congelar fondos en stablecoins sin orden legal.

Experts warn Trump's Iran war could cost $1T as climate chaos accelerates. Religious leaders invoke faith to justify conflict—revealing a dangerous mix of policy, profit, and power.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE

SUMMARY DEL SHOW Futuros levemente en rojo mientras el mercado enfría el relief rally. La tregua con Irán se ve frágil, el petróleo rebota y el tape vuelve a depender de titulares. $STAA se dispara tras adelantar ventas de 1T por encima de $90M y señalar mejora fuerte en EBITDA ajustado, con China como motor principal. $DIS planea recortar cerca de 1,000 puestos para simplificar marketing. En India, genéricos de semaglutida están cambiando el balance de $NVO y $LLY y podrían anticipar el impacto de los patent cliffs.

Shipping containers, pilot sites, and conservative warranties. Why Tempo is scaling industrial heat the slow-and-steady way on purpose.--Tempo is commercializing an ultra-high-temperature thermochemical energy storage technology for the $1T+ industrial heat market.Pasquale Romano, CEO, has over 35 years of executive management experience, including roles as CEO of ChargePoint with four exits under his belt.In this podcast, you'll learn about the following:Simplify Innovation: Thermal batteries that integrate seamlessly with existing systems reduce operational friction and accelerate market adoption.Sustainable Growth: Avoid rushing for unicorn status; focus on building solid foundations and long-term value over quick exits.Strategic Supply Chains: Designing products to fit standard shipping containers allows for efficient distribution and scalability without custom solutions.Phased Adoption: Deploying small batches at pilot sites helps clients validate performance and gradually increase energy shifts.Innovative Constraints: Engineers optimized battery design within strict shipping limits, turning constraints into practical solutions.Flexible Market Channels: Partnering with energy services companies while maintaining direct sales balances customer trust with scalable reach.Reliable Foundations: Emphasizing conservative warranties and pilot testing builds a dependable reputation, essential for scaling.--Work with mePrivate CEO group for VC/PE-backed climate tech founders navigating capital, strategy, and scale. Capped at 45 CEOs. → entrepreneursforimpact.comNewsletter3 decisions, 2 minutes. Climate finance, strategy, leadership. → entrepreneursforimpact.substack.comLeave a reviewIf you got value, take 30 seconds and do the community a favor. It helps push more capital and talent toward scalable climate solutions.

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

SEC and CFTC jointly classify Bitcoin (and several crypto assets) as digital commodities, providing formal regulatory clarity and reducing institutional uncertainty Self-custodial wallet developers and Bitcoin miners gain relief from broker classification risk, removing a major regulatory overhang The Fed held rates steady; Powell struck a mildly hawkish tone, signaling fewer cuts and continued inflation concerns US national debt surpasses $39 trillion, with interest payments exceeding $1T annually—highlighting systemic fiscal instability Morgan Stanley files for a proprietary Bitcoin ETF, signaling long-term allocation expectations across wealth management MicroStrategy continues aggressive accumulation, now holding 761,000 BTC, reinforcing a structural demand floor Bitcoin shows resilience amid macro pressure, holding near $70K despite rising yields and geopolitical uncertainty Wealth inequality deepens, with the top 10% driving ~50% of spending—framed as a consequence of fiat monetary expansion China shuts down ~1.3 GW of mining capacity, but Bitcoin network adapts seamlessly via difficulty adjustment Additional industry signals: Kraken delays IPO, Blockfills bankruptcy surfaces, and continued policy momentum via Bitcoin Policy Institute   ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin

This week's blogpost - https://bahnsen.co/3PkPu91 Trevor Cummings hosts the Thoughts and Money podcast with Brett “Bone Cutter” and Blaine Carver to address recurring client fears about soaring U.S. national debt and whether “Debt-mageddon” is imminent. They clarify deficit vs. debt using a household analogy, explain how Treasury issuance funds deficits, and cite projected 2026 figures: ~$5.6T receipts vs. ~$7.4T spending, ~ $1.9T deficit, and over $1T of interest expense, with ~75% of spending mandatory. They note rates are historically low (mid-3% average vs. ~9.2% in 1986), meaning higher rates could bust the budget. Possible “solutions” (raise taxes, cut spending, grow out of it, lower rates) all have limits, so they expect a slow, Japanification-style grind rather than a sudden collapse. For investors, they caution against complacent indexing, long-duration bonds, crypto, and overreliance on gold, and emphasize durable, cash-flowing dividend-growth businesses and measuring opportunity cost. 00:00 Podcast Introductions 00:20 Debtmaggedon Setup 01:03 Apocalypse Pop Culture 03:41 Preppers And Planning 04:25 Five Key Questions 05:54 Deficit Versus Debt 07:47 How Government Borrows 11:42 Budget Math Reality 12:36 Interest Costs Squeeze 17:08 Debt Versus GDP Context 20:42 Is It Solvable 20:49 Raise Taxes Tradeoffs 23:18 Cut Spending Politics 23:51 Can We Grow Out 24:24 Can Government Cut Rates 25:51 Why Long Rates Are Market Set 26:44 No Magic Wand Fixes 27:34 Bell Curve Future Scenarios 29:23 Middle Path Japanification 30:23 Prepper Mindset And Paralysis 33:39 Markets Signal No Debt Bomb 34:55 Investor Playbook Starts Here 35:21 Beware Indexing And Bonds 39:33 Opportunity Cost Of Cash 43:05 Crypto And Gold Skepticism 45:30 Dividend Growth And Real Profits 47:58 Closing Jokes And Recap Links mentioned in this episode: http://thoughtsonmoney.com http://thebahnsengroup.com

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

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

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

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

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

Carl Quintanilla, Sara Eisen, and David Faber kicked off the show with fresh data, tensions within the Fed's dual mandate ahead of tomorrow's rate decision, and more on Iran's market impact before a wide-ranging interview you don't want to miss - Nvidia CEO Jensen Huang, alongside Jim Cramer at the company's GTC conference out in California. Hear the man himself break down Nvidia's staggering $1T forecast, AI demand, and more.  Elsewhere in the hour: what to expect out of the Fed tomorrow - according to CNBC's exclusive Fed Survey results, and Apollo Global's Chief Economist Torsten Slok (who says there'll be no cuts tomorrow - or this year).  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.

In this episode, Anderson attorneys Amanda Wynalda, Esq., and Eliot Thomas, Esq., answer listener questions on a wide range of real estate and tax topics. They cover tax benefits available for raw land purchases, including property tax deductions under SALT and investment interest expense on Schedule A. They explain the IRS tax code reference for short-term rentals — IRC Section 469 and Treasury Regulation 1.469-1T — and address special considerations for Airbnb-type rentals in foreign countries, including the mandatory alternative depreciation system (MADS) and foreign tax credits. Amanda and Eliot discuss minimum purchase prices for cost segregation studies and highlight property types like RV parks, car washes, and convenience stores that offer strong bonus depreciation benefits. They tackle the vacation home standard deduction question, clarifying how Schedule E rental properties interact with itemized deductions. The episode dives deep into multiple 1031 exchange questions, including timelines for entering a second 1031, California's clawback provisions on out-of-state replacement properties, and the drop-and-swap strategy for LLC partnerships. They also explain how to navigate delayed IRS refunds using the Taxpayer Advocate Service, and break down the time limits and rules for changing LLC tax status, including Form 8832 and the five-year rule. Tune in for expert advice on these topics and more! Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics: 00:00 — Intro 07:06 — "We recently made a large land purchase. Are there any tax benefits we can claim against our income?" — Deduct property taxes under SALT and investment interest expense on Schedule A. 14:27 — "Is there an IRS tax code reference I can look at for short-term rentals?" — Yes: IRC Section 469 and Treasury Regulation 1.469-1T define short-term rental rules. 18:20 — "Any special considerations for short-term Airbnb-type rentals in foreign countries?" — Use mandatory ADS depreciation; claim foreign tax credits to avoid double taxation. 22:55 — "Is there a minimum purchase price you recommend for STRs? Also, what type of property is ideal?" — A building value of $150,000–$300,000 is an ideal cost segregation starting point. 28:21 — "With today's Individual Standard Income Tax Deduction now so high, how can a Schedule E Vacation Home still be a tax advantage when write-offs no longer exceed the Standard Deduction?" — Schedule E rental deductions are entirely separate from your standard deduction benefit. 35:46 — "I sold one investment property and bought two under a §1031 exchange. When can I sell the two §1031 exchange replacement properties and enter a new §1031 exchange without a tax penalty?" — Hold replacement properties at least two years and thoroughly document your rental intent. 41:15 — "If a property is sold in California in a §1031 exchange and the replacement property in Tennessee is later sold through a second §1031, does California have capital gains taxes that need to be paid?" — Yes; California tracks deferred gains annually on Form 3840 until the tax is due. 44:34 — "If you have an LLC partnership with 3 members that recognized a sale, can each member make their own election with respect to a 1031 exchange? Or must the entire entity participate in the replacement property?" — Use the drop-and-swap strategy carefully; the IRS watches closely for step transactions. 49:15 — "In June of last year, the IRS asked me to submit my previous taxes before receiving my current tax refund. I did so. When I check the IRS website periodically, it says my refund is delayed. I have attempted to call, but no answer from the IRS. How do I expedite receiving my tax refund? Thank you in advance." — Contact the Taxpayer Advocate Service and review your IRS tax transcripts online. 53:18 — "What's the time limit on changing LLC tax status?" — File Form 8832 with an election date up to 75 days back or 12 months forward. Resources: Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=how-to-sell-1031-replacement-properties-without-tax-penalties&utm_medium=podcast Schedule Your FREE Consultation https://andersonadvisors.com/strategy-session/?utm_source=how-to-sell-1031-replacement-properties-without-tax-penalties&utm_medium=podcast Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons

Gil Santos is Lead Quant at Credora, and Marcin Kazmierczak is CoFounder of RedStone, which recently acquired Credora.We dig into why DeFi desperately needs credit ratings, how Credora is building them, and why this is the missing piece for institutional capital to flow onchain. Gil explains the problem: DeFi has transparency of transactions but opacity when it comes to risk. You can see every trade onchain, but you can't tell if a Morpho vault is genuinely safer than another. Credora is building the Moody's and S&P for DeFi—real-time, dynamic risk ratings that update as market conditions change.In this episode, we cover:+ Why DeFi needs a ratings protocol ($10B rated, 80% Morpho TVL coverage)+ The L2Beat parallel: Raising standards for the industry+ How Credora ratings work: assessment from collateral → markets → vaults+ 2026 vision: Stablecoins to $1T, fintechs offering rated yields to retail------

This week on the Watson Weekly Weekend edition, Rick Watson and Jessica Lesesky are breaking down a massive shift in the retail and tech landscape. From the dramatic fall of a luxury giant to Walmart's historic milestone and the high-stakes risks facing Silicon Valley's finest, we've got the insights you need to stay ahead.In This Episode

Crypto News: Tokenized RWAs climb 13.5% despite $1T crypto market drawdown. Harvard endowment reduces stake in Bitcoin ETF, adds Ether exposure.Citi is quietly building out its crypto wealth business. Brought to you by ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/ 

Silver, Gold and Crypto (oh my) Hang on – Wild ride here Superbowl, Olympics- Wait until you hear about the CAPex spending! Shakeup in Dietville PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers  Warm-Up - Silver, Gold and Crypto (oh my) - Need a stock for CTP - Hang on - Wild ride here - Superbowl, Olympics- Wait until you hear about the CAPex spending! - Shakeup in Dietville Markets - Massive moved during the week - - Bitcoin clipped $60k before rebounding - DJIA tops 50,000 for the first time - Wait until you hear about the CAPex spending! - CAT == 1,100 points on the DJIA in 2026 Superbowl and Superbowl ads - Game review - Any ad stick out? - $10M per ad this year - Half Time with Bad Bunny? - Anthropic busting on OpenAi Last Week! - Massive moved - quick calc showed that about $1T was wiped from market caps in the sell-off, particularly in tech names. - HOWEVER - Friday alone is estimated to have added $1.5T to market cap AI Ripping Through - Plenty of names getting cooked over AI announcements - First it was the software companies - Now there are names in legal and finance that got clocked - Today - Altruist.ai can do tax planning and that hurt companies in financial space Earnings Season Update - Reporting so far: 59% of S&P 500 companies have reported Q4 2025 results. - Beat rate: 76% have topped EPS estimates (vs. 5-yr average: 78% (slightly lower) vs. 10-yr average: 76% (in line) - Magnitude of beats (aggregate): earnings are 7.6% above estimates vs. 5-yr average: 7.7% (about the same) vs. 10-yr average: 7.0% (a bit better) - Nothing great,  like Goldilocks Earnings Highlights - Palantir (PLTR): Reported strong Q4 results early in the week , beating estimates with revenue ~$1.41B (vs. ~$1.33B expected) and EPS $0.25 (vs. $0.23). Guidance for 2026 was upbeat (~61% revenue growth). Shares rallied sharply initially (~7–11% post-earnings), but gave back some gains amid broader tech volatility (e.g., down ~11–22% in parts of the week from peaks). - AMD: Reported mid-week, beating EPS (~$1.53 vs. lower expectations) with solid data center growth (~39%). However, Q1 guidance disappointed relative to high expectations in the AI chip space. Shares sank dramatically — down ~15–17% the next day, with some reports noting up to 20%+ drops at points, contributing to broader chip sector pressure. - Alphabet (GOOGL/GOOG): Reported beating on revenue (~$113.8B) and EPS (~$2.82), with strong core performance. But capex guidance for 2026 ($175–$185B, roughly double prior levels) sparked AI spending worries. Shares dipped post-earnings (down ~0.5–5% initially, flat to lower the next day, with some volatility pulling it below key moving averages). - Amazon (AMZN): Reported after hours on February 5, with mixed results — EPS ~$1.95 (narrow miss vs. ~$1.97 expected), but solid overall. The big negative was a surprise $200B capex forecast for 2026 (well above expectations), tied to AI/cloud buildout. Shares plunged sharply — down ~7–10% in after-hours/extended trading, with Friday moves around -5–8% in some sessions. Recent Tech CAPEX announcements - Amazon (AMZN) — Guided to approximately $200 billion in capex for 2026 (a massive jump from ~$125–131 billion in 2025, with ~80% likely AI-related per analyst commentary). This was the largest single-company figure and a major surprise, contributing heavily to the week's "wild" reactions. - Alphabet (GOOGL/GOOG) — Guided to $175–185 billion in capex for 2026 (roughly double the $91 billion spent in 2025, far above analyst expectations of ~$115–119 billion). Emphasis was on AI compute capacity, servers, data centers, and networking to meet demand for Gemini and cloud services. - Meta Platforms (META) — Guidance from late January (but heavily discussed last week): $115–135 billion for 2026 (up significantly from ~$70–72 billion in 2025, potentially an ~87% increase). - Microsoft (MSFT) — No new full explicit 2026 guidance in early February (fiscal year runs July–June), but recent quarterly run-rate and analyst projections put it around $97–145 billion (with some sources citing ~$105 billion or higher based on Q2 spending trends and signals of continued growth from prior levels of ~$88 billion in FY2025). ------!!!!Combined 2026 capex projected at $635–665 billion (low/high ends) or up to $650–700 billion in some reports — a ~60–74% increase from their collective ~$381 billion in 2025. Market Reaction from all of this.... - Markets were a bit spooked on the Anthropic announcement earlier in the week - software sold off and set a sour mood - Microsoft dumped pretty hard as the amount of spend was higher than anticipated, especially with some slower growth in Azure. - Amazon took a beating on the increased spend they anticipate *(extra by $50B) - BUT: Friday markets rallied as there was realization that the $200B spend by Amazon would seep into the economy and fuel infrastructure spending along with chips, tech etc. Other Earnings of Interest -  Reddit reported fourth-quarter earnings on Thursday in which the social media company beat on the top and bottom lines. - The company said it expects first-quarter sales to come in the range of $595 million to $605 million, which is higher than Wall Street expectations of $577 million. - Reddit also announced a $1 billion share repurchase program. - Reddit gets about $250 million a year from OpenAi and Google to have your data for training their LLMs While we are on the subject - Friday, DJIA hit 50,000 - first time ever! - Up 1,200 point of which approx 350 was from caterpillar and 280 was from Goldman Sachs Hats off to WalMart - Walmart Inc. shares pushed its market capitalization past $1 trillion on Tuesday for the first time ever| - Big transformation over the pst year - Walmart has maintained its appeal to households looking for value, its online offerings are drawing new, wealthier shoppers seeking convenience. Google Bond Offering - Issuing several tranches of bonds, denominated in Stirling - one as long as 100 years - Would you buy that? - The Google parent is set to raise $20 billion from a US dollar bond offering on Monday — more than the $15 billion initially expected — and is also pitching investors on what would be its first ever offerings in Switzerland and the UK. - The latter would include a rare sale of 100-year bonds, the first time a tech company has tried such an offering since the dotcom frenzy of the late 1990s Fat Profits in Dietville - Really interesting sequence of events happening... - Hims launches compounded pill at prices as low as $49 per month - Analysts cite questions on efficacy, legality of pill - Hims' move shifts focus from Novo's strong Wegovy pill launch - Broader obesity market whipsawed as pricing pressure rises THEN.. - Hims and Hers Health shares dive 14% after hours on Friday (Down 25% on Monday) - FDA cites concerns over quality, safety, federal law - The U.S. Food and Drug Administration said on Friday it would take action against telehealth provider Hims & Hers, for its $49 weight-loss pill, including restricting access to the drug's ingredients and referring the company to the Department of Justice for potential violations of federal law. AND.... - Eli Lilly last Wednesday posted fourth-quarter earnings and revenue and 2026 guidance that blew past estimates, as demand for its blockbuster weight loss drug Zepbound and diabetes treatment Mounjaro soars. - The pharmaceutical giant anticipates its 2026 revenue will come in between $80 billion and $83 billion. Analysts expected revenue of $77.62 billion, according to LSEG. - Meanwhile, NOVO had a really bad outlook that took the shares down 13% after the report. Japan Markets Soar - Japanese stocks jumped to a record high Monday, leading gains in the region after Prime Minister Sanae Takaichi won a landmark election victory. - The ruling Liberal Democratic Party captured a two-thirds supermajority in the 465-seat lower house, public broadcaster NHK reported. - Japan's Nikkei 225 jumped past 57,000 for the first time before paring gains to close 3.9% higher at 56,363.94, while the Topix also notched a record high, closing at 3,783.94, up 2.3%. Employment Report? - Government shutdown is forcing them to postpone again (Which is dumb) - Number due this Wednesday - Maybe because of this:U.S. employers announced 108,435 layoffs for the month, up 118% from the same period a year ago and 205% from December 2025. The total marked the highest for any January since 2009. - At the same time, companies announced just 5,306 new hires, also the lowest January since 2009, which is when Challenger, Gray & Christmas began tracking such data. - Also, job openings fell sharply in December to 6.54 million, to their lowest since September 2020. - Available jobs are down by more than 900,000 just since October. - NO! Ai and advancements in tech have noting to do with this! NO NO NO M&A - Texas Instruments Inc. has reached an agreement to buy Silicon Laboratories Inc. for about $7.5 billion, deepening its exposure to several markets for chips. - Silicon Labs investors will receive $231 in cash for each share of the company's common stock and the transaction is expected to close in the first half of 2027. - The transaction still needs to win approval by investors in Silicon Labs and shares of Silicon Labs surged by 51% to $206.48 after the announcement. Inflation - This helps - PepsiCo (PEP.O), opens new tab will cut prices on core brands such as Lay's and Doritos by up to 15% following a consumer backlash against several previous price hikes, the snacks and beverage maker said on Tuesday after it topped fourth-quarter results. Miran - Moving - Federal Reserve Governor Stephen Miran is leaving his post as chair of the Council of Economic Advisers, CNBC has confirmed. - He joined the CEA in January 2025, but had been on leave from that post since last September when he filled the unexpired term of former Fed Governor Adriana Kugler.- He reamins on Fed board No Biggie???? - There are some astonishing cased being reported of Bad AI in the operating room - JNJ's TruDi Navigation System - Since AI was added to the device, the FDA has received unconfirmed reports of at least 100 malfunctions and adverse events. - At least 10 people were injured between late 2021 and November 2025, according to the reports. Most allegedly involved errors in which the TruDi Navigation System misinformed surgeons about the location of their instruments while they were using them inside patients' heads during operations. - Cerebrospinal fluid reportedly leaked from one patient's nose. In another reported case, a surgeon mistakenly punctured the base of a patient's skull. In two other cases, patients each allegedly suffered strokes after a major artery was accidentally injured. Cuba - The main airport has putt out a bulletin that they are out of Jet Fuel - Blackouts and lack of other fuels are creating big problems - No airlines have stopped running at this point, but many will as they cannot refuel - This is a bigger problem for cargo planes (supplies) that may not be able to risk flying to Cuba as they will not be able to get out. Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Apple shatters revenue records, Tim Cook teases new innovations coming this year, Walmart hits $1T market cap, everyone's still pouring money into AI, and OpenClaw's “skills” have serious security concerns.Stephen's Newsletter SignupAd-Free + Bonus EpisodesShow Notes via EmailWatch on YouTube!Join the CommunityEmail Us: podcast@primarytech.fm@stephenrobles on Threads@jasonaten on Threads————————SponsorsShopify: Sign up for your one-dollar-per-month trial and start selling today at: shopify.com/primaryQuo: Try QUO for free PLUS get 20% off your first 6 months when you go to Quo.com/primary————————Links from the showMac Power Users - RelayApple announces all-time record in revenue, iPhone sales – Six ColorsWhile Everyone Else Tries to Replace the iPhone, Apple Just Had Its Best Quarter EverNew Mac configurator may point to separate CPU and GPU options - 9to5MacTim Cook hints at ‘never been seen' innovations coming this year - 9to5MacMeta (META) Q4 2025 earnings185 Billion Reasons Google Isn't Worried AI Will Kill SearchGoogle's subscriptions rise in Q4 as YouTube pulls $60B in yearly revenue | TechCrunchIt Took 64 Years to Build Walmart. It Took 3 Years to Turn It Into a $1 Trillion Tech CompanyXcode moves into agentic coding with deeper OpenAI and Anthropic integrations | TechCrunchOpenClaw's AI ‘skill' extensions are a security nightmare | The VergeHumans are infiltrating the social network for AI bots | The VergeAnthropic's 'Dishonest' Ads Clearly Struck a Nerve With Sam AltmanExpect more upsells and subscription bundles from Apple, Creator Studio was just the start - 9to5MacNow anyone can tap Ring doorbells to search for lost dogs | The VergeAirTag 2 Has Wild Range! #tech #airtag - YouTubeGoogle announces Pixel 10a with completely flat cameraAlexa Plus is now available to everyone in the US | The VergeApple Sports for iPhone updated with PGA, LPGA, and more - 9to5MacThe SpaceX-xAI Merger Isn't About Data Centers in Space. It's About Bailing Out Musk's Biggest GambleShortcuts Team Lead HiringGemini Mac App Tweet ★ Support this podcast ★

In part two of Red Eye Radio with Gary McNamara and Eric Harley, many congressional lawmakers, including some within the Republican Party, have criticized the President Trump's threats to bomb Iran, with several arguing that he needs approval from Congress under the Constitution, that the U.S. should not be involved in another foreign affair and that military action could rally Iranian protesters behind the Ayatollah. Protests in Tehran alone have lead to the deaths of more than 500. Also the California wealth tax proposal hemorrhages $1T and there's no replacing Fed Chair Jerome Powell anytime soon. For more talk on the issues that matter to you, listen on radio stations across America Monday-Friday 12am-5am CT (1am-6am ET and 10pm-3am PT), download the RED EYE RADIO SHOW app, asking your smart speaker, or listening at RedEyeRadioShow.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In part one of Red Eye Radio with Gary McNamara and Eric Harley, apparently moving to California makes you rich. Staying there is another matter. The state's wealth tax proposal hemorrhages $1T as billionaires flee. One Silicon Valley investor warns the middle class will 'foot the bill' as ultra-wealthy residents leave the Golden State. Also Portland Police Chief Bob Day choked up while revealing two Venezuelan illegal immigrants shot by federal agent have suspected Tren de Aragua connections, President Trump's 10% cap on credit card companies, the latest on Obama Care subsidies, comedian Nikki Glaser mocked CBS News as the place for "BS news" in her monologue for the 83rd Golden Globe Awards ceremony Sunday night and the left invokes God. For more talk on the issues that matter to you, listen on radio stations across America Monday-Friday 12am-5am CT (1am-6am ET and 10pm-3am PT), download the RED EYE RADIO SHOW app, asking your smart speaker, or listening at RedEyeRadioShow.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureGermany has followed the [CB]/[WEF] green new scam and now the manufacturing jobs imploding. Germany will struggle in 2026. The debt in the US is made up of fraud, its most likely in the trillions. There a silver storm approaching and the gap between gold and silver will close as the [CB] loses control. Sound money is the only way. The [DS] is now panicking, their money laundering scheme is being exposed, the people now know that they funnel money via NGO’s and shell companies. This is bigger than anyone could ever imagine. We are in the exposure and investigative phase, Next is the cleanup, then justice. To bring down the entire corrupt system, it must be done right, it must carry weight, we must follow the rule of law, good thinks sometimes take time. Economy (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Half of Germany's Manufacturing Sectors Anticipate Significant Layoffs and Job Losses in 2026   Germany is the epicenter of the European Union's overall goal to chase the green energy agenda. For the past several years Germany has been deconstructing their fossil fuel energy production and replacing it with far more expensive alternatives.  This has led to large increases in overall energy prices, and downstream increases in manufacturing costs. The consequences have been snowballing throughout 2025, while cheap competitive alternatives coming into the EU from China have compounded their problem.  Recently a survey of major industries was conducted in Germany to determine the forecast for 2026, the results are not good. Approximately half of the industrial sectors in Germany are anticipating job losses, cuts or layoffs this year. 22 out of 46 business associations are preparing to downsize their labor force.  Only 9 of the 46 are expected to increase hiring.   Job losses are expected in auto manufacturing, the textile sector, wood and paper fabrication.  Job gains are expected in aerospace, shipbuilding and defense production – i.e. the war machinery. When the largest and most developed industrial economy in Europe is pinning its economic survival on war machinery, a particular momentum is created.  It is never a good outcome for Europe when Germany becomes reliant on war to maintain employment. Source: theconservativetreehouse.com https://twitter.com/stats_feed/status/2005654716462538992?s=20 2009 – $12T 2010 – $13.6T 2011 – $14.8T 2012 – $16.1T 2013 – $16.7T 2014 – $17.8T 2015 – $18.2T 2016 – $19.6T 2017 – $20.2T 2018 – $21.5T 2019 – $22.7T 2020 – $27T 2021 – $28.4T 2022 – $30.9T 2023 – $33.2T 2024 – $35.3T 2025 – $38.5T https://twitter.com/StephenM/status/2005494075793735925?s=20  self-loathing, self-denigration and the redistribution of our national resources to the states and peoples of the undeveloped world. https://twitter.com/profstonge/status/2005633652852437451?s=20 Political/Rights Trump-Kennedy Center Hits Jazz Star with $1M Lawsuit For Backing Out Of Christmas Eve Show Redd, a drummer and vibraphone player who has performed with legends including Dizzy Gillespie and Ray Brown, had hosted the Christmas Eve Jazz Jam at the Kennedy Center since 2006. He took over the tradition from bassist William “Keter” Betts and maintained it for nearly two decades. This year marked an abrupt departure from that longstanding commitment. “When I saw the name change on the Kennedy Center website and then hours later on the building, I chose to cancel our concert,” Redd told The Associated Press. The Trump-Kennedy Center is pursuing a $1 million lawsuit against jazz musician Chuck Redd after he withdrew from his annual Christmas Eve concert at the last minute, citing the recent addition of President Trump’s name to the venue.  Source: zerohedge.com https://twitter.com/libsoftiktok/status/2005398115030024201?s=20 DOGE Geopolitical Trump Administration Slashes UN “Humanitarian” Funding Pledge  The United States announced a $2 billion pledge for United Nations humanitarian aid programs on Monday, marking a sharp reduction from previous years as the Trump administration pushes for major reforms in global aid spending. This pledge represents a fraction of historical U.S. contributions, which have reached up to $17 billion in recent years, with voluntary funding often in the $8-10 billion range. Administration officials describe the amount as sufficient to keep America as the world's top humanitarian donor while demanding greater efficiency from UN agencies. The funding will flow through an umbrella mechanism controlled by the UN's Office for the Coordination of Humanitarian Affairs (OCHA), allowing targeted distribution to specific crises and countries. Initial priorities include 17 nations such as Bangladesh, Congo, Haiti, Syria, and Ukraine. Notably absent from the list are Afghanistan and the Palestinian territories, with officials stating Gaza aid will tie into ongoing peace efforts. Source: discernreport.com  War/Peace Did US Land Strikes On Venezuela Begin Last Week & No One Knew It? President Trump on Friday in a radio interview disclosed something which missed the attention of the US and global media. He let slip that a large land site had been knocked out by a strike from US forces in the Caribbean – however without specifying which country was hit (whether Venezuela or perhaps Colombia). o  According to the full remarks in context, the president said: “But every time I knock out a boat, we save 25,000 American lives. It’s very simple. And what’s happening is they’re having a hard time employment-wise, they can’t get anybody. And we just talked out, I don’t know if you read or you saw, they [Venezuela] have a big plant or a big facility where the ships come from. Two nights ago, we knocked that out. So we hit them very hard. But drugs are down over 97 percent. Can you believe it?” Some unnamed American officials suggested to the New York Times that the Commander-in-Chief was referring to a drug facility in Venezuela: Trump did not name the location of the facility, though American officials told the New York Times that the president was referring to a drug facility in Venezuela that was eliminated. The president's comment is the only report of such an attack. No other Latin American government, including Venezuela, has disclosed a strike of this sort. : Source: zerohedge.com  Zelensky Wants 50-Year(!) Security Guarantee From Trump A major point of disagreement remains security guarantees. Ukraine has been pushing maximalist demands for something akin to NATO Article 5 protections. It would be like getting all the benefits of being in NATO but without being a formal member of the Western military alliance. The Ukrainian side has revealed that President Trump had offered security guarantees for 15 years following a peaceful settlement, but Zelensky considered this much too short to protect from future potential Russian aggression. But in classic Zelensky fashion, he wants way more than this. Also, maximalist demands are something that European leaders have backed him on all along – and they may have even put him up to. According to The Wall Street Journal: Kyiv had asked for security guarantees to last up to 50 years after the end of the conflict during weekend discussions. In the documents currently being discussed, the U.S. offered a 15-year guarantee with the possibility of extension, Zelensky said in audio messages to journalists on Monday.   Source: zerohedge.com  Russia accuses Ukraine of military attack on Putin’s residence: ‘state terrorism’   Russia is promising retaliation against Ukraine for an alleged military attack on President Vladimir Putin’s residence in the northern Russia area of Novgorod, which Ukrainian President Volodymyr Zelensky deemed a lie intended to undermine peace talks, Reuters reports. . Russian Foreign Minister Sergei Lavrov said Monday that Russian air defenses destroyed all 91 long-range drones targeting Putin’s residence and that no one was injured and no damage reported. “Such reckless actions,” which Lavrov deemed “state terrorism,” will be answered with retaliatory strikes on targets in Ukraine, he said. Ukrainian President Zelensky says it’s a false claim intended to undermine peace talks  . Source: justthenews.com https://twitter.com/AutistDivision/status/2005463473006801341?s=20  geo-political territories forever. And lets be honest, they couldn’t get them back under any circumstances again. Medical/False Flags [DS] Agenda https://twitter.com/amuse/status/2005334470799565113?s=20   LAFD Battalion Chief Kenneth Cook rejected the final Palisades fire report after LAFD leadership removed critical findings tied to preparation failures before Jan. 7. Drafts obtained through public records show staffing violations, delayed assignments & ignored wind warnings were scrubbed from the final version. The report meant to save lives became a political shield. As a side note, New York City is setting themselves up for the same problem... https://twitter.com/amuse/status/2005608785990262859?s=20 https://twitter.com/EricLDaugh/status/2005622039999062219?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2005622039999062219%7Ctwgr%5E11dcdb289244b9644ea68d25359a18f753233f5d%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fsomali-fraud-scandal-expands-as-lawyer-exposes-damning%2F   pushing for that in every single state!” “The state will, as long as the doctor has approved it, continue to pay you. It could be for 10 hours, 12 hours, up to 24 when it’s critical care.” “So you could sit at home without caring for an elderly parent who really doesn’t need it, make about $75,000 to $90,000 a year. Now you add two parents, that’s $180,000. Now you add your in-laws $250,000.” “You continue to add this and you wonder what are the services being provided? So a lot of providers came and said fraud is occurring because we said we weren’t going to rubber stamp this paperwork.” “So they went to other providers, their home health care networks saying we’ll make it worth your while. Well, sounds like a kickback to me.” “So we really need to investigate the Medicaid system and how much it’s increased since the Somalian population came and who really needs critical care because that’s meant for our disabled, our elderly and people who really need it, not to just live off our system.” “And that’s what’s happening in Ohio. I think it’s ridiculous. I think it’s despicable, but authorities are now looking at it from the Attorney General’s office to the U.S. Attorney’s office.” “I flagged them all because this is Ohio tax dollars and we have to take it seriously. I’m tired of people telling me, well, this is the way it’s always been. It’s subjective and we can’t really check. No, you can.” https://twitter.com/ArthurMacwaters/status/2005324862756127166?s=20   this not instant jail?! Like this is electoral fraud on top of Medicare fraud How is this not front page of every newspaper?! https://twitter.com/elonmusk/status/2005535693918138533?s=20 https://twitter.com/amuse/status/2005657030111932568?s=20   was unanimously convicted by a jury only to have Judge Sarah West vacate the verdict. In two separate cases to other judges dismissed the cases against his wife and his brother. $7.2 million is gone and no one is being held accountable. This story is being repeated across Minnesota to the tune of more than $8 billion so far. Somali criminals in Minnesota have stolen more than Somalia’s GDP from American taxpayers. Why won’t Democrat judges hold them accountable? https://twitter.com/elonmusk/status/2005496793279439182?s=20 https://twitter.com/JoeLang51440671/status/2005476678261461399?s=20   broke to being worth up to $30 million in just a year — as a massive, up to $9 billion fraud scheme involving the Somali community in her district unfolded right under her nose in Minnesota.” $9 billion in fraud happened in her district? Can I ask the question? How many Somali daycares did Ilhan Omar own? “Close to 90 people have been charged so far, including at least three with direct ties to the lefty Squad member, though she has not been charged.” https://nypost.com/2025/12/27/us-news/ilhan-omars-hubbys-30m-firm-quietly-scrubs-names-from-website-as-squad-member-faces-mounting-questions-on-sudden-wealth-amid-minnesota-welfare-fraud/ That's going to change. Have we looked into the wealth of the brother she married? I wonder if he owns some Somali daycares in Minnesota? Tick Tock!! https://twitter.com/libsoftiktok/status/2005657804301013272?s=20  , the Google business listing for this center showed the phone number 651-201-3400, which is the official public contact line for the Office of Governor Tim Walz and Lt. Governor Peggy Flanagan    https://twitter.com/JoeLang51440671/status/2005329284785647715?s=20   significant investments in pre-K for four-year-olds as well as other early learning programs serving children and families birth-to-school entry. This year he focused on the country's youngest children and their families' need for high-quality child care.” The Obama administration was a gigantic money laundering operation. “The President explained the need in last Tuesday's address stating, “In today's economy, when having both parents in the workforce is an economic necessity for many families, we need affordable, high quality childcare more than ever.” “But the child care tax credit isn't all the President proposed.” “He would also significantly expand the Child Care and Development Fund(CCDF), a child care subsidy for low- and moderate-income families authorized under the Child Care Block Development Grant (CCDBG) Act. (CCDBG was reauthorized last year after 18 years.) By 2025, the proposed expansion would increase the reach of CCDF to an additional one million children, under four-years-old.” Taxpayers subsidies and grants for “childcare.” “The last part of the President's proposal, in typical Obama Administration-style, is a competitive grant that would promote innovation in the child care system. The proposed grants– totaling $100 million– would allow states to create pilot programs to determine the best ways to provide child care to vulnerable populations, including children with disabilities, parents who work non-traditional hours, and families who have difficulty finding high-quality child care.” https://newamerica.org/education-policy/edcentral/presidents-child-care-plan/ Taxpayers “grants” totaling $100 million (for starters) to be given to “vulnerable populations.” Can you say “Somali?” Taxpayers funding of “childcare,” was a “necessity” for the funding of the democrat party. The Somali community was always a hub of this “childcare” theft of taxpayers money. It was set up this way on purpose. A Somali community, governed by Somali's and protected by the democrat party. The Somali's were being brought into this country starting with the George W. Bush's presidency. But Obama began accelerating the number of refugees from Somalia along with other Muslim countries. Here's just the last year under Obama. “A total of 38,901 Muslim refugees entered the U.S. in fiscal year 2016, making up almost half (46%) of the nearly 85,000 refugees who entered the country in that period, according to a Pew Research Center analysis of data from the State Department's Refugee Processing Center. That means the U.S. has admitted the highest number of Muslim refugees of any year since data on self-reported religious affiliations first became publicly available in 2002.” “Just two countries – Syria (12,486) and Somalia (9,012) – were the source of more than half of fiscal 2016's Muslim refugees. The rest are from Iraq (7,853), Burma (Myanmar) (3,145), Afghanistan (2,664) and other countries (3,741).” https://pewresearch.org/short-reads/2016/10/05/u-s-admits-record-number-of-muslim-refugees-in-2016/ Obama was an installed puppet of Prince Alwaleed and was doing his bidding. Obama filled his administration with people tied to the Muslim Brotherhood, who were implementing their “civilization jihad.” These communities began electing corrupt representatives like Ilhan Omar. Infiltration not invasion. Taxpayers money was funneled into these communities through “childcare grants” and other “welfare programs,” in order to fund the democrat party. Minnesota is just the “doorway” into a much larger nationwide fraud scheme to fund the democrat party. A magnifying glass is about to be put on ALL state welfare programs that are receiving “federal funding.” These grants and benefits handed out to these crooks, are now the doorway to expose and bring them all to an end. BOOMERANG! https://twitter.com/everytime_11/status/2004718928686350461?s=20 https://twitter.com/EndWokeness/status/2005651406985036272?s=20 Tim Walz's Office Responds with an Outrageous Falsehood After Journalist Nick Shirley Exposes Fraud of the Century in Minnesota “The governor has worked for years to crack down on fraud and ask the state legislature for more authority to take aggressive action,” a spokesperson for Walz told Fox News. “He has strengthened oversight – including launching investigations into these specific facilities, one of which was already closed,” the spokesperson added. “(He) hired an outside firm to audit payments to high-risk programs, shut down the Housing Stabilization Services program entirely, announced a new statewide program integrity director, and supported criminal prosecutions.” Walz previously called Shirley and others who have questioned his handling of the scandal “white supremacists.” Walz's team wants the public to believe that not only does the governor have no involvement in the scandal, but he has also been a leading advocate against this corruption. They must think that every day Americans have the same >IQ as Somali citizens.   Source: thegatewaypundit.com https://twitter.com/ElectionWiz/status/2005427571861909629?s=20 https://twitter.com/KevinKileyCA/status/2005329670083145745?s=20 Back on June 24, 2025. about 31% of applications to California’s 116 community colleges were deemed likely fraudulent by the chancellor’s office—equating to over 1.2 million fake applications. These were mostly detected and blocked before enrollment or aid disbursement, but some fraud succeeded, costing millions in stolen financial aid (around $11 million total in 2024, a small fraction of the billions distributed overall).The piece discusses ongoing efforts to combat the issue, like improved detection tools, identity verification, and a proposed $10 application fee to deter bots and scammers targeting the free-application, open-access system.  https://twitter.com/CynicalPublius/status/2005388876807057913?s=20 President Trump's Plan https://twitter.com/stats_feed/status/2005654716462538992?s=20 2009 – $12T 2010 – $13.6T 2011 – $14.8T 2012 – $16.1T 2013 – $16.7T 2014 – $17.8T 2015 – $18.2T 2016 – $19.6T 2017 – $20.2T 2018 – $21.5T 2019 – $22.7T 2020 – $27T 2021 – $28.4T 2022 – $30.9T 2023 – $33.2T 2024 – $35.3T 2025 – $38.5T https://twitter.com/4nt1p4tt3rn/status/2005345471674388575?s=20  deniability to the federal and state governments, and allow them to funnel money into the NGOs to do what the governments either don’t want to (due to optics) or can’t (due to legal constraints) do. They are quite literally dismantling the United States of America, and they’re doing it with YOUR money. Quite literally money taken out of your pockets. Food taken out of your children’s mouths. They’re directly or indirectly responsible for: * the massive invasion of this country by illegals * the high cost of healthcare * the shortage and high price of homes * the shortage and high price of unimproved land * the high cost of food and other goods * the high taxes you’re forced to pay * the skyrocketing national debt * the skyrocketing federal deficit * DEI and the elimination of qualified American workers from jobs * deaths of Americans on our roadways * the broken “justice” system In other words, literally everything everyone’s complaining about. https://twitter.com/911NewsBreaks/status/2005660846848958944?s=20   planning to livestream a racially motivated extremist attack with pipe b-mbs and g-ns. https://twitter.com/HarmeetKDhillon/status/2005444604624028029?s=20   year later as special counsel in November … statute runs on his obvious shenanigans late 2027 * Democrats in Congress and those in the states colluding with Biden WH hide their behavior, some of which STILLL HASN'T come to light! Statute runs on this five years after their concealed behavior is known to the government. This means the statute could run in the next administration. STOP POSTING CLICKBAIT BS!!! You are being used! https://twitter.com/HarmeetKDhillon/status/2005446072634872033?s=20 https://twitter.com/grok/status/2005427970681217334?s=20   to Jan. 6, 2021/2026. Specific cases vary by act. ‘Ten-year stain:' Bondi asks prosecutors to probe Obama-Biden lawfare as criminal conspiracy FBI Director Kash Patel penned a memo predicating an investigation looking at the weaponization of intelligence and law-enforcement powers dating to the Russia collusion case as an ongoing conspiracy. Attorney General Pam Bondi   asked the prosecutors to investigate the Obama-Biden era of lawfare as an ongoing election-meddling conspiracy that protected Democrats from criminal investigation and infringed the civil rights of Republicans like President Donald Trump and his supporters. An “ongoing conspiracy” and the statute of limitations Such an approach allows prosecutors to charge defendants with alleged crimes outside the statute of limitations because they were connected to an ongoing conspiracy, much like those cases brought against the mafia and drug cartels. “At my direction, our U.S. Attorneys and federal agents are actively investigating instances of government weaponization nationwide,” Bondi said. “This is a ten-year stain on the country committed by high-ranking officials against the American people. Source: justthenews.com https://twitter.com/WarClandestine/status/2005434508124782615?s=20   to be deported. They opposed the One Big Beautiful Bill because it funds ICE/US MIL, and they know Trump is going to invoke the Insurrection Act to deploy troops to their cities to assist ICE in deporting the illegals. If the Dems can't cheat in elections, they lose access to our tax dollars, and thus they lose all their power. They never cared about diversity, equality, equity, inclusion, immigration or any of that shit. It was all just a transaction. Everything they say and do is just a means to justify their treasonous scheme to steal our tax dollars. That's why it's so important to nuke the filibuster, pass the Save Act, invoke the Insurrection Act, deport all the illegals, and arrest everyone involved. If we don't, the Dems will take complete control, we will become a one-party State, and they will eventually phase us out via mass immigration. That's why the Dems have been trying to destroy, obstruct, and kill Trump, ever since he came down the escalator. Because they knew that he knew about all this, and is on a mission to stop it. The American People are being replaced, and the Democrats are directly responsible for it. This is the battle for the Republic. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");