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On today's Breakdown, NLW kicks off the first Friday Five of October with Bitcoin's soaring price action. From October's uncanny seasonality and ETF inflow momentum to government shutdown delays and Citi and JPMorgan's bold predictions, the conversation explores why markets seem determined to shrug off risk. NLW also covers the potential regulatory fallout of a prolonged shutdown, new SEC-CFTC collaboration, Kraken's $20B raise, and Stripe's stablecoin play. Plus, the week's strangest culture clash story—Netflix cancellations over Elon Musk tweets. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: https://blockworks.co/newsletter/thebreakdown Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW
Bitcoin is surging toward ATH's as ETF inflows accelerate, fueling optimism for fresh all-time highs. But the rally comes as uncertainty looms over ETF approvals, with the government shutdown threatening SEC deadlines. Meanwhile, Citi has raised its price targets for Bitcoin and Ethereum, adding to bullish momentum, and Kraken is seeking fresh funding at a $20B valuation just months after its last raise. On the regulatory front, SEC Commissioner Paul Atkins is calling for closer collaboration with the CFTC, while the shutdown also complicates crypto oversight. Outside of crypto, Goldman Sachs sees more upside for gold on private demand, and Stripe has launched Open Issuance via Bridge to expand digital finance tools. In this livestream, we'll break down Bitcoin's run, the regulatory battles ahead, and the fintech moves shaping the future of markets.
In the second hour, we're discussing the shutdown and its affects on farmers, as well as the proposed bailout for farmers (and the $20B for Argentina), which is due to the Trump imposed tariffs. And we have an "elegant solution" for getting something done for regular folks here in America. For today's Audio Sorbet, we want to know which home chore you're afraid to do. And ff you're new here, welcome! And buckle up for This Shouldn't Be A Thing - As The Worms Turns Edition. As always, thank you for listening, texting and calling, we couldn't do this without you! Don't forget to download the free Civic Media app and take us wherever you are in the world! Matenaer On Air is a part of the Civic Media radio network and airs weekday mornings from 9-11 across the state. Subscribe to the podcast to be sure not to miss out on a single episode! You can also rate us on your podcast distribution center of choice. It goes a long way!
Trump's $20B bailout helps Argentina & China while U.S. farmers suffer. Moms fight MAGA extremism, doctors save lives in rural deserts, and America risks decline under right-wing forces.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
Trump's $20B bailout helps Argentina & China while U.S. farmers suffer. Moms fight MAGA extremism, doctors save lives in rural deserts, and America risks decline under right-wing forces.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
In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Bitcoin's Recent Price Volatility Explained - Is Another "Uptober" Ahead? Markets React as Government Shutdown Fears Rise Bloomberg: Tether Raising Up to $20B on $500B Valuation Will Stablecoins Help Run U.S. Deficits? U.K. Approves Mandatory Digital IDs for Workers OranjeBTC Launches Largest Bitcoin Treasury in Latin America Vanguard To Finally Approve Bitcoin ETFs? ---- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com ---- References mentioned in the episode: Bitcoin's 90-day Volatility Hits 8-Year Low $300B in Long Positions Liquidated in Price Crash Who'll Lose When the Government Shuts Down? Fidelity Research on Bitcoin's Volatility Trump to Meet With Democrats to Avoid Shutdown CRFB Article on Government Shutdown President Trump's Post on Powell Getting Fired Tether's USAT Promotional Video Tether In talks to Raise at $500B Valuation Bessent Aims to Reduce Bank Capital Requirements Britain to Approve Mandatory Digital IDs for Workers Bessent Says Stablecoins Could Increase Treasury Demand Michael Shellenberger's Article on Digital IDs Vanguard Eyes Crypto ETFs on Platform Kamala Harris Calls out Ross Ulbricht Ross Ulbricht Responds to Kamala Harris OranjeBTC Launches as Largest BTC Holder in LATAM Michael Saylor's Speech on Treasury Companies ---- Upcoming Events: Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput= Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing
Thank you Sandra D, Elwyn Hudson, Marg KJ, Margaret Ryan, Richard Hogan, MD, PhD(2), DBA, and many others for tuning into my live video! Join me for my next live video in the app.* Trump's $20B Bailout Betrays U.S. Farmers, Benefits Argentina & China: Trump's $20B bailout of Argentina boosts China's soybean imports while U.S. farmers face ruin. [More]* If more moms prevented Charlie Kirk's programming … To hear more, visit egberto.substack.com
Today's Headlines: Former FBI Director James Comey was indicted yesterday on charges of lying to Congress and obstructing a proceeding, stemming from his 2020 testimony about the Russia probe (it always goes back to Russia). Meanwhile, Trump's new enemy: an escalator at the UN that stopped moving under his feet, which he called “triple sabotage” and demanded arrests over. He also slapped tariffs of up to 50% on furniture and cabinets, claiming a national security threat from foreign vanities. In other news, Defense Secretary Pete Hegseth ordered nearly 1,000 generals to convene at Quantico in the largest gathering of top brass since Vietnam, though no one will say why. Disney investors are suing over Kimmel's suspension, alleging political motives, while Democrats are furious that the State Department accidentally leaked unredacted military records of Rep. Mikie Sherrill, including her Social Security number, ahead of her gubernatorial run. In tech news, TikTok is being sold to a billionaire bloc led by Oracle and Rupert Murdoch (what could go wrong?), Amazon agreed to pay $2.5 billion to settle an FTC case over Prime tricks, and the government is begging hundreds of employees fired in Elon's MAGA-GSA purge to come back. Microsoft, for its part, just cut off an Israeli military unit using its AI for Palestinian surveillance. And finally, Trump promised Israel won't annex the West Bank, U.S. jets intercepted Russian bombers near Alaska, and Argentina will be getting a $20B bailout after President Milei and his buddy Elon basically “DOGE'd” the economy into the ground. Resources/Articles mentioned in this episode: CNN: Former FBI Director James Comey indicted NBC News: Trump demands investigation into escalator 'triple sabotage' despite U.N. explanation Axios: Trump imposes 30% to 50% tariffs on some furniture, cabinetry WaPo: Hegseth orders rare, urgent meeting of hundreds of generals, admirals Axios: Disney investors argue Kimmel's suspension hurt profits, demand investigation Politico: House Democrats call for investigation into release of Mikie Sherrill's military records CNBC: Amazon reaches $2.5 billion settlement with FTC over 'deceptive' Prime program CNBC: Amazon reaches $2.5 billion settlement with FTC over 'deceptive' Prime program AP News: Trump administration rehires hundreds of federal employees laid off by DOGE AP News: Microsoft reduces Israel's access to cloud and AI products over reports of mass surveillance in Gaza AP News: Trump says he will not allow Israel to annex the West Bank CBS News: U.S. fighter jets scrambled to intercept Russian warplanes near Alaska CNN: The Argentina bailout is all about propping up a Trump ally Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, we're joined by Farooq Malik, co-founder and CEO of Rain, as two parallel wars erupt across crypto: the Perp DEX war between Hyperliquid and the CZ-backed Aster, and the deepening battle for stablecoin dominance. As Aster rockets to $30B in daily volume, we debate whether it's real adoption or points-fueled froth — and what it means for Hyperliquid's lead. Then we dive into Tether's shocking $500B valuation play, Circle's shrinking moat, and how Rain is building real-world rails for stablecoin payments. If crypto has two new battlegrounds — trading venues and money itself — this is where the future is getting drawn. Show highlights
This week we're back to discuss the top stories of the week. We deep dive into the state of markets, Tether looking to raise $20B at a $500B valuation, Aster vs Hyperliquid, crypto IPOs in 2025-26 & more. Enjoy! -- Follow Santi: https://x.com/santiagoroel Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh Start your day with crypto news, analysis and data from David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Ansem's outlook on markets: https://x.com/blknoiz06/status/1970107553079079341 -- Crypto's premiere institutional conference returns to London in October 2025. Use code EMPIRE100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Crypto-native institutions and developers demand institutional-grade infrastructure with regulatory clarity and full asset control. Blockdaemon's Earn Stack is a non-custodial platform combining high-performance staking rewards and seamless DeFi integration with no intermediate smart contract or vaults. Programmatically access leading Ethereum & Solana staking rewards, plus DeFi opportunities across lending protocols, DEXs, and AMMs. Book a Demo! -- peaq, the Machine Economy Computer, proudly sponsors the Empire podcast. peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots. It powers the world's first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub. For more about peaq, check out www.peaq.xyz -- Timestamps: (00:00) Introduction (02:32) Are Markets A Little Too Frothy? (06:43) The Stablecoin Thesis (10:43) Takeaways From The Origin Summit (13:53) Ansem's Outlook On Markets (22:49) Tether Raising $20B at $500B Valuation (26:26) Ads (Blockdaemon, Peaq) (27:26) Aster vs Hyperliquid (39:23) BitGo Files Their S-1 (50:28) Ads (Blockdaemon, Peaq) (51:36) Crypto IPOs In 2026 (55:02) Cloudflare Issuing A Stablecoin (59:06) Zerohash Raises $100M At $1B Valuation (01:01:48) Content Of The Week -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
Figma's (FIG) IPO was one of the most anticipated in tech, and the stock price action was CRAZY! After the initial fervor, the price has pulled back significantly. Is this the buying opportunity investors have been waiting for?CSI is taking a deep dive into Figma's first earnings report as a publicly traded company to find out.In this video, we cover:✅ New Acquisitions: Figma is already putting its IPO cash to work, acquiring Payload (a content management software company) and Modify (an AI-focused model context protocol).✅ The Big Vision: How these acquisitions fit into Figma's goal to become the go-to platform for creating usable software, easily and intuitively.✅ The Financials: We break down Q2 ✅ Future Outlook: Management is guiding for a growth slowdown to 33% for Q3 and taking a hit on margins for the sake of expansion. Is this a red flag or a smart long-term play?✅ The Verdict: Is Figma stock a buy, sell, or hold at its current price? We give our final analysis and key takeaways.Timestamps:[00:00:00] What Figma Does: A review of Figma's end-to-end platform that helps companies with fast, agile software development from ideation to shipping.[00:02:45] Q2 Acquisitions: Breaking down the purchases of Payload, a Content Management System (CMS), and the AI coding startup, Modify.[00:04:45] AI Strategy & New Products: How Figma is using AI to be a disruptor with new tools like Figma Make, Draw, Sites, and Buzz, which were announced at its Config developer conference.[00:06:45] Model Context Protocol (MCP) Explained: Understanding how Figma connects designs to LLMs for coding assistance, with its Gen AI product housed on Amazon AWS.[00:08:30] Q2 Earnings & Valuation: Analyzing the first public report with $250M in revenue and a $26B+ market cap, compared to Adobe's failed $20B acquisition offer from three years prior.[00:10:30] CapEx & Hidden Costs: Exploring why even an "asset-light" company like Figma spends millions on physical hardware and cloud infrastructure from partners like AWS.[00:12:30] Future Financial Guidance: Breaking down the outlook for Q3 and the full year, including an expected growth slowdown and lower margins to fuel expansion.[00:14:05] Our Investment Strategy: Why we are being patient due to the high valuation and would only consider a very small Dollar-Cost Averaging (DCA) approach if we were to buy now.What are your thoughts on Figma's strategy? Let us know in the comments below!
Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, we're joined by Farooq Malik, co-founder and CEO of Rain, as two parallel wars erupt across crypto: the Perp DEX war between Hyperliquid and the CZ-backed Aster, and the deepening battle for stablecoin dominance. As Aster rockets to $30B in daily volume, we debate whether it's real adoption or points-fueled froth — and what it means for Hyperliquid's lead. Then we dive into Tether's shocking $500B valuation play, Circle's shrinking moat, and how Rain is building real-world rails for stablecoin payments. If crypto has two new battlegrounds — trading venues and money itself — this is where the future is getting drawn. Show highlights
Farm margins are tight and the headlines aren't lying—tariffs, fertilizer and machinery costs, and labor constraints are hitting producers. Jackson Takach (Farmer Mac) breaks down what's signal vs. noise. What we cover: Tariffs 101: Section 301 (unfair trade), 232 (national security), and IEEPA actions (the biggest bucket and under legal challenge). Why these hit steel/aluminum and fertilizer components—and how that flows to implement and input prices. Costs that pay back vs. pure drag: seed tech and risk-reduction can be worth it; fertilizer, machinery and labor are harder to offset—2026 looks tighter than 2025. Adaptation that actually helps: proven tech + regenerative practices to reduce input reliance. Bankruptcies: Chapter 12 filings are up in Arkansas and Nebraska—rising from 2023–24 lows back toward 2018–20 levels. Regional stress drivers: soy/rice/cotton marketing pain and flooding in AR; feedlot squeeze and weaker soy export pull in NE. Policy + relief: ongoing US–China trade talks; ~$15–20B of prior-year USDA aid still to deploy; Farm Bill politics and PLC “facelift” dynamics. Opportunities: growing global protein demand, renewable diesel/SAF, and more U.S. soybean crush capacity. Labor & immigration: H‑2A works for seasonal crops; year‑round gaps push automation. AI's real role: better data sense‑making and lending workflows—not replacing credit decisions. Land values: Midwest stabilizing/slipping, Southeast firming, West = water‑dependent. Introducing the Farmland Price Index (Farmer Mac × AcreValue) built on transactions, not surveys. Farmer Mac https://www.farmermac.com/ The Feed - Farmland Price Index (By Farmer Mac) https://farmermac.com/thefeed/q2-2025-farmland-price-index-update/ National Land Realty https://www.nationalland.com
Links en rechts schieten de prijzen van financiële producten omhoog. Goud doet het uitzonderlijk goed, grondstoffen fleuren op en ook aandelen kwamen tot leven. En de bitcoinprijs? Die strompelt langzaam naar beneden. Hoe zit dit? Naast de marktupdate nemen we het laatste nieuws door, met onder andere een Nederlandse bitcoinreserve, de cryptoindrustrie die naar de beurs gaat, perps exchanges die de aandacht trekken en een stablecoin van negen Europese banken. Luisteren dus!Probeer Bitcoin Alpha 2 weken gratis!Satoshi Radio wordt mede mogelijk gemaakt door: Amdax, Watson Law, HVK Stevens en onze hoofdsponsor Bitvavo.Timestamps(00:00:00) Welkom en Podcast Introductie(00:00:00) Opening & Q&A(00:00:00) Update: Bitcoin Amsterdam(00:22:00) Bookmark van Bert: Investeerder in Amsterdamse bitcoinopkoper Treasury ziet eigen koers met 96% kelderen(00:30:16) Bookmark van Peter: BitcoinQuant.co als explorer voor Bitcoin Treasuries(00:31:40) Bookmark van Bert: Thierry Baudet wil Nederlandse bitcoinreserve(00:44:00) Bookmark van Peter: Fiat is an annual 5% wealth tax on people without wealth assets(00:50:00) Bookmark van Peter: Nieuwe video: Bitcoin is mislukt als geld?(00:53:40) Bookmark van Bert: BitGo's S-1 for future IPO just dropped(00:53:40) Bookmark van Bert: My crypto IPO watchlist(01:01:40) Bookmark van Bert: Tether is raising $20B at $500B valuation(01:10:00) Bookmark van Peter: 2025: het jaar van de perps dex?(01:18:15) Bookmark van Bert: AFM waarschuwt consumenten voor cryptoplatform MEXC(01:24:10) Bookmark van Bert: Negen Europese banken, waaronder ING, gaan stablecoin lanceren(01:32:30) Bookmark van Peter: Crypto ETFs set to flood US market(01:34:40) Marktupdate(02:07:00) EindeBookmarksBert:BitGo's S-1 for future IPO just droppedMy crypto IPO watchlistTether is raising $20B at $500B valuationThierry Baudet wil Nederlandse bitcoinreserveAFM waarschuwt consumenten voor cryptoplatform MEXCInvesteerder in Amsterdamse bitcoinopkoper Treasury ziet eigen koers met 96% kelderenNegen Europese banken, waaronder ING, gaan stablecoin lancerenPeter:Nieuwe video: Bitcoin is mislukt als geld?Fiat is an annual 5% wealth tax on people without wealth assets2025: het jaar van de perps dex?Crypto ETFs set to flood US marketBitcoinQuant.co als explorer voor Bitcoin Treasuries
In dieser Folge des Predictive AI Quarterly sprechen wir über die Veröffentlichung von GPT-5 und was sich im Vergleich zu GPT-4 geändert hat. Wir schauen uns an, wie Reasoning jetzt funktioniert und welche Optionen Entwickler*innen bei der Nutzung haben. Außerdem geht's um neue Open-Source-Modelle von OpenAI, die Einführung von TabArena als dynamischem Benchmark für Tabulardaten und spannende Integrationen wie TabPFN in Sourcetable. Im Praxisteil nehmen wir QLoRA unter die Lupe und testen, ob Finetuning mit Quantisierung wirklich so effizient und verlustfrei ist, wie versprochen. ** Zusammenfassung ** GPT-5 Release: Neues Reasoning-Feature, flexible Steuerung über Parameter und Empfehlungen für die Migration von GPT-4. Open-Source-Modelle von OpenAI: Veröffentlichung von 20B- und 120B-Modellen mit vergleichsweise moderatem Hardwarebedarf. TabArena: Dynamischer Benchmark für tabellarische Daten, der Ensembling und TabPFN bei kleinen Datensätzen hervorhebt. TabPFN in Sourcetable: Integration von Predictive AI direkt in Spreadsheets für nahtlose Nutzung. Praxis-Test QLoRA: Finetuning mit Quantisierung liefert gleiche Qualität wie LoRA, benötigt aber nur halb so viel Speicher. ** Links ** OpenAI – GPT-5 für Entwickler*innen vorgestellt: https://openai.com/de-DE/index/introducing-gpt-5-for-developers/ OpenAI – API Responses Referenz: https://platform.openai.com/docs/api-reference/responses/create OpenAI – Guide: Reasoning in GPT: https://platform.openai.com/docs/guides/reasoning OpenAI – Modell-Migrationsempfehlungen: https://platform.openai.com/docs/guides/latest-model#migration-guidance Hugging Face – Open-Source GPT 20B: https://huggingface.co/openai/gpt-oss-20b Hugging Face – Open-Source GPT 120B: https://huggingface.co/openai/gpt-oss-120b OpenAI – Ankündigung OSS-Modelle: https://openai.com/de-DE/index/introducing-gpt-oss/ Hugging Face – TabArena Leaderboard: https://huggingface.co/spaces/TabArena/leaderboard arXiv – TabArena Paper: https://arxiv.org/abs/2506.16791 Sourcetable – Homepage / Tool: https://sourcetable.com/ Heise c't – Artikel "Komprimierte KI" (Februar 2025): https://www.heise.de/select/ct/2025/2/2432617330867723674 Heise c't – Artikel "Quantisierung": https://www.heise.de/select/ct/2025/7/2504911435670065158 arXiv – QLoRA Paper (Mai 2023): https://arxiv.org/abs/2305.14314 NeurIPS – QLoRA Veröffentlichung: https://proceedings.neurips.cc/paper_files/paper/2023/hash/1feb87871436031bdc0f2beaa62a049b-Abstract-Conference.html arXiv – Paper zu Quantisierung: https://arxiv.org/abs/2501.13787
Tether is reportedly looking to raise up to $20B. Can they hit $500B valuation? Tether is looking to raise between $15 billion and $20 billion for about a 3% stake in the company through a private placement, according to a report from Bloomberg. The raise would bring its valuation to around $500 billion, putting it in the same league as OpenAI and SpaceX. CoinDesk's Jennifer Sanasie hosts “CoinDesk Daily.” - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
Our 221st episode with a summary and discussion of last week's big AI news! Recorded on 09/19/2025 Hosted by Andrey Kurenkov and co-hosted by Michelle Lee Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/ In this episode: OpenAI releases a new version of Codex integrated with GPT-5, enhancing coding capabilities and aiming to compete with other AI coding tools like Cloud Code. Significant updates in the robotics sector include new ventures in humanoid robots from companies like Figure AI and China's Unitree, as well as expansions in robotaxi services from Tesla and Amazon's Zoox. New open-source models and research advancements were discussed, including Google's DeepMind's self-improving foundation model for robotics and a physics foundation model aimed at generalizing across various physical systems. Legal battles continue to surface in the AI landscape with Warner Bros. suing MidJourney for copyright violations and Rolling Stone suing Google over AI-generated content summaries, highlighting challenges in AI governance and ethics. Timestamps: (00:00:10) Intro / Banter Tools & Apps (00:02:33) OpenAI upgrades Codex with a new version of GPT-5 (00:04:02) Google Injects Gemini Into Chrome as AI Browsers Go Mainstream | WIRED (00:06:14) Anthropic's Claude can now make you a spreadsheet or slide deck. | The Verge (00:07:12) Luma AI's New Ray3 Video Generator Can 'Think' Before Creating - CNET Applications & Business (00:08:32) OpenAI secures Microsoft's blessing to transition its for-profit arm | TechCrunch (00:10:31) Microsoft to lessen reliance on OpenAI by buying AI from rival Anthropic | TechCrunch (00:12:00) Figure AI passes $1B with Series C funding toward humanoid robot development - The Robot Report (00:13:52) China's Unitree plans $7 billion IPO valuation as humanoid robot race heats up (00:15:45) Tesla's robotaxi plans for Nevada move forward with testing permit | TechCrunch (00:17:48) Amazon's Zoox jumps into U.S. robotaxi race with Las Vegas launch (00:19:27) Replit hits $3B valuation on $150M annualized revenue | TechCrunch (00:21:14) Perplexity reportedly raised $200M at $20B valuation | TechCrunch Projects & Open Source (00:22:08) [2509.07604] K2-Think: A Parameter-Efficient Reasoning System (00:24:31) [2509.09614] LoCoBench: A Benchmark for Long-Context Large Language Models in Complex Software Engineering Research & Advancements (00:28:17) [2509.15155] Self-Improving Embodied Foundation Models (00:31:47) [2509.13805] Towards a Physics Foundation Model (00:34:26) [2509.12129] Embodied Navigation Foundation Model Policy & Safety (00:37:49) Anthropic endorses California's AI safety bill, SB 53 | TechCrunch (00:40:12) Warner Bros. Sues Midjourney, Joins Studios' AI Copyright Battle (00:42:02) Rolling Stone Publisher Sues Google Over AI Overview Summaries
(0:00) Introducing Uber CEO Dara Khosrowshahi (0:59) Uber's self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution (8:14) How self-driving impacts Uber's business model over time (13:30) Other forms of transportation Uber could provide (16:09) $20B stock buyback plan vs. investing in R&D and acquisitions, future of food (21:03) Dara's pitch to Elon for bringing Tesla Robotaxis into Uber's network (22:31) How Uber thinks about driver job displacement from self-driving Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket: https://www.polymarket.com/ Follow Dara: https://x.com/dkhos Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
LET'S GET POLITICAL!Companies from Delta to Office Depot are disciplining and/or firing employees for their public comments on Charlie Kirk's death Trump wants to end a half-century-old mandate on how companies report earningsCompanies should instead only be required to post earnings every six months, pending the U.S. Securities and Exchange Commission's approval. This change would break a quarterly reporting mandate that's been in place since 1970.“This will save money, and allow managers to focus on properly running their companies.” Appeals court allows Trump administration to end the ‘climate bank' where $20B was set aside to fund climate change projects Donald Trump tilts balance of power from investors to CEOsA BUNCH OF ESG CRAP!Exxon Reportedly Rolls Out Auto-Voting System To Boost Retail Investor Participation, Curb Activist InfluenceOpt-in proxy system would automate retail investor votes to support board positionsElon Musk's $1 Trillion Pay Proposal: Redefining CEO Compensation in the 21st CenturyFirst Elon Musk, now Larry Ellison: The world's richest men are buying huge media companies--because they canLachlan Murdoch Secures Control of Fox and News Corp, Ending Succession FightGoogle tops $3 trillion for the first time, joining select market-cap club with only 3 other membersApple, Microsoft, NvidiaOnly 7 countries have GDPs greater than $3TToxic Fumes Are Leaking Into Airplanes, Sickening Crews and PassengersDoctors compare brain effects to concussions in NFL players.A Wall Street Journal investigation shows the problem is getting worse and not much is being done about it. The Journal's reporting shows that aircraft manufacturers and their airline customers have played down health risks, successfully lobbied against safety measures, and made cost-saving changes that increased the risks to crew and passengers.The gender pay gap is getting wider, reversing progress US shareholders fail to pass any green proposals for first time in 6 years CLIMATE CHANGE/AI SPEED ROUNDCarbon emissions from oil giants directly linked to dozens of deadly heatwaves for first timeBrace for impact: Climate change is set to intensify flight turbulence, warn scientistsWhy climate change is making dengue fever a global threat Climate change will make 1-in-100-year crop failures more commonClimate Change Drives Surge in Deadly Supercell Storms Across EuropeClimate change is pushing venomous snakes into new regionsClimate Change Drives Surge in Deadly Flesh-Eating Bacteria on US CoastsOne out of every 4 homes is at ‘severe or extreme' climate risk, study saysOpenAI foresees millions of AI agents 'somewhere in the cloud' in just a few years--with human supervision Experts Concerned AI Is Going to Start a Nuclear WarPsychologist Says AI Is Causing Never-Before-Seen Types of Mental DisorderSam Altman says people are starting to talk like AI, making some human interactions ‘feel very fake' Sen. Cruz introduces bill to reduce regulatory burden facing AI companies
CBC News confirms Chrystia Freeland will be leaving role as Transport Minister to serve in envoy role for Ukraine. European Commission says it will adopt new sanctions against Israel, after UN concludes Israel is committing genocide in Gaza. Prime Minister Benjamin Netanyahu says ground offensive to eliminate Hamas from Gaza City has entered main phase. Statistics Canada says inflation rose to 1.9 per cent in August, up from 1 point 7 per cent in July, year over year. Food Banks Canada gives country a failing grade on food insecurity and unemployment on its annual Poverty Report Card. Suspect in shooting death of Charlie Kirk to make his first court appearance today. New York judge dismisses 2 terrorism charges against Luigi Mangione, accused of killing UnitedHealthcare CEO Brian Thompson. Canadian job creation a key factor as Canadian government weighs proposals for $20B submarine contract. Hollywood actor Robert Redford dies at age 89.
Jon Herold records a pre-taped episode while traveling, opening with updates on his schedule and sponsors before diving into the aftermath of Charlie Kirk's assassination. He questions the fundraising tactics of TPUSA, noting the push for donations so soon after Kirk's death feels exploitative, and warns against trauma-driven psyops that can herd people back into complacency. Jon reviews Trump's recent Truth Social posts, from trade talks with China and a TikTok deal framework, to commentary on immigration, crime in D.C., and even football kickoff rules. He highlights Trump's push to cut quarterly reporting, potential Supreme Court rulings, and the U.S.-UK nuclear power agreements set to roll out. The episode also covers armed Marxist groups in Utah, Biden's $20B green fund scandal, vaccine disclosures, and a Secret Service agent disciplined for celebrating Kirk's murder. Closing with product plugs and reflections on cancel culture hypocrisy, Jon underscores the need for discernment, free speech, and resilience in navigating both tragedy and disinformation.
At EUVC Summit 2025, one of the most animated sessions wasn't about regulation or returns—it was about size.Fund size.“You need to back small, early, and smart.”— ChloéWhile some claimed that fund size isn't predictive of returns, this panel pushed back with a powerful rebuttal: in early-stage venture, size absolutely matters—and skin in the game matters even more.Chloé laid out the logic:The earlier you invest, the lower the probability of hitting a mega outcomeBut the smaller your fund, the greater your exposure to uncapped upside“No one thought a $100M fund was too large in the early 2000s. But back then, a $1B exit was 99th percentile. Today? That's just 85th. A $20B exit is the new 99th percentile.”In short: outcomes have scaled dramatically—but fund sizes have ballooned even faster.If you want real multiples, you can't rely on average returns. You need asymmetric upside.“Average venture-backed exit valuation? Still around $100M.”That stat alone makes a strong case for micro-funds.→ A $5B mega fund might get you into elite cap tables—but you're unlikely to 10x→ A $30–50M fund? One breakout and you're a rocketshipAnd the panel made it clear: LPs chasing “safe” strategies may be missing the real alpha generators.The panel also poked fun at outdated VC modeling tools:“Can we finally stop using the Page & Associates PDF?”(Amen.)This wasn't just a critique of stale math—it was a call for more creative, conviction-led underwriting in a world where category winners look radically different than they did two decades ago.“We're not looking for averagely good returns. We're backing for uncapped upside.”That's the ethos driving many LPs toward emerging managers and micro funds.Not to mention the sense of alignment, focus, and nimbleness that often fades in billion-dollar vehicles.This panel had heat—and it wasn't done.“Happy to do this again. On a podcast. Longer. Louder.”Count us in.The Case for Small Funds: Math, Mindset, and MultiplesThe Uncomfortable Truth: Most VC Exits Are Still SmallPage & Associates: Retire the TemplateFund Size Isn't Just Capital—It's PhilosophyComing Soon… A Podcast Debate?
Today's $3 trillion investment in AI is not only rational and beyond inevitable - it's “predestined”. At least according to That Was The Week newletter publisher and techno-determinist Keith Teare. Exuberance is not only required, Keith argues, but absolutely essential in today's AI mad gold rush. And he's particularly critical of all skeptics - from traditional tech naysayers (like myself) to mainstream publications like The Economist - which are all a touch questioning of today's unprecedented boom. What if the $3 trillion AI investment tsunami goes wrong? The Economist asks. But for Keith, it can't possibly go wrong. The investment has already been made, he argues, and the resultant technology will inevitably benefit humanity. He envisions a world where AI adds $20 trillion to global GDP by 2035, where a kid in rural Africa with an Android phone can access the world's best AI, and where economic growth hits an unprecedented 20% annually. I think this type of teleological argument adds up to about $3 trillion worth of madness. But what do I know?1. The Scale Defense: $3 Trillion is Actually Small Teare argues the massive AI investment looks rational when measured against projected returns - $20 trillion added to global GDP by 2035, potentially creating $400 trillion in company value (at 20x multiples). His math: even if the investment seems huge, the predicted gains are exponentially bigger.2. AI's Business Model Advantage Over Previous Tech Booms Unlike the internet (which relied on advertising and attention-grabbing) or early TV (which devolved into reality shows), AI operates on subscriptions and API usage. Teare believes this model doesn't require undermining human outcomes to generate profit - making it fundamentally different from past transformative technologies.3. Individual Failures Don't Equal Systemic Collapse While specific companies (like Perplexity at $20B valuation) might fail, Teare argues the overall AI ecosystem is "failure-proof" because trained models retain their value even if companies go bankrupt. He compares it to the Channel Tunnel - the infrastructure survived financial collapse and eventually thrived.4. The "Western Suicide Wish" Cultural Diagnosis Echoing Elon Musk and Alex Karp, Teare sees Western civilization as increasingly "ashamed" of Enlightenment values - viewing humans as problems rather than solutions. He argues AI represents a return to human agency and innovation as answers to global challenges.5. Content Creators Face a Reckoning The decline of web traffic (8% this year) signals the end of advertising-based content monetization. Creators must either embrace quality/subscription models or find ways to integrate with AI systems through attribution and linking - but the traffic-based economy is dying.Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe
* Trump's $20B Bailout Betrays U.S. Farmers, Benefits Argentina & China: Trump's $20B bailout of Argentina boosts China's soybean imports while U.S. farmers face ruin. [More]* If more moms prevented Charlie Kirk's programming from their boy, just maybe we would …: This mom proactively insulated her sons from the toxic masculinity and… To hear more, visit egberto.substack.com
Most investors think the biggest danger comes from recessions, inflation, or the Fed. But Chris Davis, a $20B fund manager mentored by Warren Buffett and Charlie Munger, says the real threat is closer to home: your own behavior.In this episode, we break down why emotions sabotage returns, how to build the patience to outlast bubbles and crashes, and the timeless principles of value investing that have guided the Davis family for three generations.You'll learn:Why all real investing is value investing and everything else is gambling.The difference between growth, value, and dangerous momentum bets.How to protect your wealth from yourself by building discipline and systems.Lessons from Buffett and Munger on patience, resilience, and compounding.Whether you're a seasoned trader or just starting out, this episode will change how you think about risk and show you why mastering behavior is the ultimate edge.Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueThank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos!- TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue- Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/- Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!)
Twenty years ago this week, Hurricane Katrina—still the costliest natural disaster in U.S. history—made landfall in New Orleans. Many mark the storm as the transition point to a new age of extreme weather impacts. The Federal Emergency Management Agency more than tripled the size of its Disaster Relief Fund going forward as a result of Katrina and two other major hurricanes in 2005. Yet two decades later, disasters of this scale have become so common that FEMA has been on track to run out of its Disaster Relief Fund for the second year in a row, unless Congress issues an emergency aid package. And in this anniversary week, more than 180 FEMA employees have endorsed a letter submitted to members of Congress, urging their defense of the agency's continued operations in spite of the President's stated intent to eliminate or severely curtail its funding. The 36 co-signers that opted to use their names have been placed on administrative leave until further notice, The New York Times reports. This is the context for today's conversation with the host and co-creator of the Peabody Award-winning podcast miniseries “Floodlines”, Vann R. Newkirk II. Vann traces the events surrounding Hurricane Katrina as a demonstration of the ways a community's risk exposure and recovery assistance are often determined by race and class. These disparities became nationally visible both in the immediacy of the disaster and long after, as some New Orleanians were able to return and recover their homes and livelihoods, while for many others such recovery still remains out of reach. Duke and Vann also look at Hurricane Katrina's invigoration of a national and federal movement for environmental justice. Now that this work is being targeted and dismantled, they discuss how to maintain focus in the face of such dramatic reversals and the implications for the next major storm. Be sure to tune in again next week when we look further into the post-Katrina recovery period with one of its primary leaders, HR&A President and CEO Jeff Hébert, who formerly served as first deputy mayor for the City of New Orleans, executive director of the New Orleans Redevelopment Authority, and as one of the first chief resilience officers appointed under Rockefeller's 100 Resilient Cities initiative. Relevant content from Vann R. Newkirk II Listen to the “Floodlines” podcast series, including “Part 9: Rebirth”, released five years later “Why the EPA Backed Down” (The Atlantic, September 2024) “What America Owes the Planet” (The Atlantic, June 2024) “The Coronavirus's Unique Threat to the South” (The Atlantic, April 2020) “Climate Change is Already Damaging American Democracy” (The Atlantic, October, 2018) Relevant articles and resources “Banks accounts for $20B climate program frozen amid Trump administration scrutiny” (The HillI, February 2025) “The Color of Coronavirus: COVID-19 Deaths By Race and Ethnicity in the U.S.” (APM Research Lab, October 2023) “An Exodus Unlike Any Other: Why Half the People in This Community Moved Away After Hurricane Katrina” (ProPublica, December 2022) “Flooding Disproportionately Harms Black Neighborhoods” (Scientific American, June 2020) “Hurricane Flooding and Environmental Inequality: Do Disadvantaged Neighborhoods Have Lower Elevations?” (Socius, 2017) “Remembering Katrina: Wide racial divide over government's response” (Pew Research Center, August 2015) Related Ten Across Conversations podcasts Catherine Coleman Flowers: A National Voice for Rural and Unincorporated America Financing Our Future: Justice40's Legacy Beyond November Envisioning a Just Future for All with Dr. Robert Bullard Credits:Host: Duke ReiterProducer and editor: Taylor GriffithMusic by: Hanna Lindgren, Lupus Nocte, HushedResearch and support provided by: Kate Carefoot, Maya Chari, Rae Ulrich, and Sabine Butler About our guest:Vann R. Newkirk II is a senior editor at The Atlantic and is host and co-creator of the 2021 Peabody Award-winning podcast miniseries “Floodlines,” which documented Hurricane Katrina, and of the 2023 podcast miniseries “Holy Week”. He is an ASU Future Security Senior Fellow, Fellow of the New America Political Reform Program, and 2022 Andrew Carnegie Fellow. In 2024, Vann was named Journalist of the Year by the Washington Association of Black Journalists.
2025's ag laws, no spin. American Farm Burueau Federation Economist, Daniel Munch, breaks down what the American Relief Act and HR1 (“One Big Beautiful Bill”) actually changed for farmers, ranchers, and timberland owners: disaster aid, tax relief, ARC/PLC extensions, conservation through 2031, disease‑readiness funding—and what Washington still hasn't fixed. Why these passed: must‑pass funding + reconciliation math, not kumbaya. Core programs extended to 2031: ARC/PLC, Dairy Margin Coverage; EQIP/CSP/ACEP funded forward. CRP: not extended in HR1; needs separate action (a “skinny” farm bill or stand‑alone). Disaster money: ~$30B total in the Relief Act (≈$10B economic aid to row‑crops; ≈$20B disasters). Helpful, not enough to backfill multi‑year crop, livestock, timber, and infrastructure losses. Drought trigger fixed: LFP now four consecutive weeks of qualifying drought (down from eight). Rancher win: LIP now 100% compensation for federally protected predator kills (wolves/grizzlies). State block grants: Flexibility for hard‑hit states (e.g., hurricane zones) that can include timber. Taxes you can actually use: Estate tax exemption permanent at $15M / $30M couple; 199A stays; bonus depreciation back; Section 179 expensing up to $2.5M for equipment and capital improvements (barns, fencing, irrigation). Clean fuel credits (45Z): benefits risk getting stuck at processors unless contracts force value back to growers. Disease readiness: $233M/year mandated for stockpiles, diagnostics, training—real money to keep herds healthy. Market context: Land values up but margins down; these programs support lender confidence but don't erase price pressure. Foreign land ownership: Data/reporting gaps are real; enforcement and look‑through need teeth; private‑property rights vs. national‑security concerns. Why SNAP stays in the farm bill: urban votes keep farm programs alive. No SNAP = no votes = no farm bill. American Farm Bureau Federation https://www.fb.org/ One Big Beautiful Bill Act: Final Agricultural Provisions, by Daniel Munch https://www.fb.org/market-intel/one-big-beautiful-bill-act-final-agricultural-provisions National Land Realty Buy, Sell, Lease, or Auction Land https://www.nationalland.com
Alfonso Peccatiello built a following of 500,000 on LinkedIn by doing something radical – by being a real, authentic human in the fund world. And that authentic social presence helped him close investment deals for his new hedge fund, Palinuro Capital. Alfonso's story is proof that it pays to challenge the status quo and to put people (and connections) first – even in a numbers-obsessed industry. Want the full story? Join Alfonso and Stacy as they discuss: Alfonso's backstory: How a car accident sparked his obsession with creating success on his own terms Why he's never afraid to repel the wrong investor How his willingness to repel, both on social media and in meetings, has helped him attract more of the right investors The lesson he learned as a $20B bond manager that has served him most as an entrepreneur (spoiler alert, it wasn't an investing technique) More About Alfonso PeccatielloAlfonso (Alf) Peccatiello is the CIO of the global macro hedge fund Palinuro Capital. Alf was born in Southern Italy, roughly 1,000 km away from the closest financial center, yet his dream was to run his own hedge fund. To get there, he had an idea: share macro analysis and frameworks with the world through his research firm, The Macro Compass, first, establish relationships, and only after spinning out his macro hedge fund. After scoring the largest asset managers in the world as clients of his research, here we are: his global macro hedge fund, Palinuro Capital, is ready to launch in January 2025. As a proper Southern Italian, Alf stands by three culinary rules: no cappuccino unless it's breakfast, no pineapple on pizza, and never break pasta in pieces!Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital's exclusive membership - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus
Youtube Channel: https://www.youtube.com/@GenerativeAIMeetup Mark's Travel Channel: https://www.youtube.com/@kumajourney11 Mark's Channel: https://www.youtube.com/@markkuczmarski896 Gen AI Meetup: https://genaimeetup.com/ Shashank Linked In: https://www.linkedin.com/in/shashu10/ Mark Linked in: https://www.linkedin.com/in/markkuczmarski/ Join hosts Shashank and Mark in this electrifying episode of the Gen.ai Meetup Podcast, where they unpack a whirlwind week of AI advancements reshaping the future of technology. From Anthropic's Claude 4.1—a subtle yet powerful upgrade boosting coding prowess and multi-file edits for enterprise dominance—to OpenAI's long-awaited open-source comeback with GPT-OSS models (a beefy 120B parameter beast and a tiny laptop-friendly version rivaling proprietary giants), the duo dives into benchmarks, real-world applications, and how tools like Ollama make deployment a breeze. They explore Gemini's DeepThink, a reasoning powerhouse solving Olympiad-level math puzzles through extended inference, and Google's groundbreaking “world model”—a seamless blend of video generation and game engine tech that lets you control characters in hyper-realistic, physics-aware simulations. Along the way, Shashank and Mark share candid insights on vibe coding pitfalls, side projects built with AI agents, OpenAI's staggering valuations, and the open-source ecosystem's role in driving innovation. Whether you're a developer wrestling with agentic workflows, an enterprise leader eyeing LLM integrations, or an AI enthusiast dreaming of interactive worlds, this episode delivers expert analysis, practical tips, and forward-thinking speculation. Tune in for a fun, far-flung chat (Mark's broadcasting from a Canadian road trip en route to the Arctic!) and discover why AI's evolution is accelerating faster than ever. Drop your questions in the comments—we'll tackle them next time! Timestamps: 00:00:00 - Introduction: Shashank welcomes listeners and introduces Mark, who's road-tripping in Canada to the Arctic Ocean. 00:03:50 - Episode Overview: A quick rundown of the week's major AI announcements. 00:07:44 - Claude 4.1 from Anthropic: Discussing the incremental improvements of Claude Opus 4.1, its coding strengths, and enterprise adoption. 00:16:32 - Claude's Enterprise Impact: Why Claude leads in enterprise LLMs and its role in tools like Cursor for vibe coding. 00:28:38 - Gemini's DeepThink Feature: Deep dive into Gemini's reasoning capabilities for complex math and problem-solving. 00:29:28 - OpenAI's GPT-OSS Release: OpenAI's open-source models (120B and 20B parameters), their performance, and community implications. 00:44:94 - OpenAI's Valuation Debate: Exploring OpenAI's $300B valuation and the strategic benefits of open-source releases. 00:45:18 - Google's World Model Announcement: Exploring the steerable 3D environments blending video generation and game engine tech. 00:50:32 - World Model Applications: Potential uses in robotics, self-driving, and synthetic data generation. 00:54:86 - Coding Agents and Side Projects: Shashank and Mark share experiences with vibe coding and AI-powered side projects. 00:58:74 - Amazon's Spec-Driven Development: Insights on Amazon's Kero tool and the importance of detailed software specifications. 00:58:94 - Ollama and Ollama Turbo: How Ollama simplifies model deployment and the new cloud-based Ollama Turbo service. 01:07:26 - Prompt Engineering Tips: Practical advice on crafting effective prompts and iterating with LLMs for better outputs. 01:11:50 - Closing and Call for Questions: Wrap-up and a call for listener questions in the YouTube comments. Subscribe and leave a comment with your questions for the next episode! #AI #GenAI #Claude4.1 #OpenAI #GPTOSS #GeminiDeepThink #WorldModels #Ollama #CodingAgents #TechPodcast
This episode features a large news slate: Hulu, Disney+ to merge in 2026, OpenAI targets $500B valuation, and Uber approves $20B stock buyback. Roundtable: Retirement Income Sources Webinar https://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support. Thank you for listening.
Deal-making is heating up.On the show today: Al and Steve sit down with Mike Maddox, CEO and president of the newly expanded $20B-asset Busey Bank, which merged with CrossFirst Bank earlier this year. They dig into scale, succession and strategy.They also discuss what stablecoins mean for banking, Busey's $14B wealth management platform and why Mike thinks that regional banks should act more like professional services firms to serve their markets best.Chapters:[00:00] Welcome & Ozzy-Inspired Kickoff[00:41] Meet Mike Maddox: Regional Banking Veteran[01:12] The State of Bank M&A: Scale and Strategy[04:04] Solving for Succession: Leadership Transition[06:13] Market Expansion: From Midwest Roots to Sunbelt Growth[07:32] Preserving Regional Culture in a Growing Bank[10:58] The $14 Billion Wealth Platform Advantage[14:17] Banking Innovation: Tech, Payments & FirstTech[18:50] Looking Ahead: Post-Merger Integration & Opportunity[19:48] Wrap-Up: Culture, Metrics & Modern Banking VisionSubscribe to the Plugged In podcast here: https://www.crnrstone.com/gritty-insights/podcasts/plugged-in
In this episode, I sit down with Paul Hutchinson —entrepreneur, investor, undercover operative, and executive producer of Sound of Freedom — to uncover the real stories behind the film and the mindset shift that led him from building a $20B fund to rescuing over 7,000 trafficked children across the globe. This isn't just a conversation about child trafficking. It's about transformation; how the skills of persuasion, tonality, and emotional intelligence can be used not just to sell, but to liberate. Paul reveals how his ability to influence in high-stakes negotiations saved lives and how changing the man in the mirror is what really changes the world. If you're a sales professional, entrepreneur, or leader who wants to do more with your influence than just close deals, this episode will challenge and inspire you on a whole new level. Chapters: (00:00) Introduction (03:14) Why a Billionaire Risks His Life to Save Kids (08:25) The Real Story Behind Sound of Freedom (14:31) The Shocking Truth About Human Traffickers (19:19) How Persuasion Saved Dozens of Lives (26:05) The Negotiation That Led to 124 Children Being Rescued (33:08) The Sound of Freedom: What Paul Heard That Changed Everything (37:19) From Ego to Healing: The Inner Work Behind the Mission (42:18) Plant Medicine, God, and Rebuilding the Man in the Mirror (47:48) The Power of Influence: Persuasion Beyond Sales (51:02) Transparency, Trust, and What Most Salespeople Get Wrong (54:05) Where to Find the Book and Support the Mission Get The Sound of Freedom Book: https://soundoffreedombook.com Connect With Paul Hutchinson Instagram: https://www.instagram.com/liberating.humanity YouTube: https://youtube.com/@Liberatinghumanity
Get a FREE 2 week trial of Trendspider by entering the Hackathon. Plus - earnings season is going as expected - STRONG! Here are the links to all the sales: SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM
DownloadWelcome to LOTC Presents DD 67 episode 438. This week the show starts with Ian Irza and GregaMortis finishing their review of Vinegar Syndromes volume 3 Crazy Desires Of A Murderer as well as The Perfume Of The Lady In Black. We hope you enjoy our discussion on this one, you can also check out Ian and Greg on YouTube for the video version of this review. Click the YouTube link below under Greg's links. Lastly the Twisted Temptress and GregaMortis are interviewing author and filmmaker Brian Luciano Barsuglia about his newest novel, Seven Rivers The Darkness. We want to thank Brina for being on the show. We hope each and every one will purchase this book today. Links below for ordering. Thank You for checking this episode out.Sit back and grab those favorite snacks and beverages as you journey with us through the Land Of The Creeps!!HELP KEEP HORROR ALIVE!!MOVIE REVIEWS1974 THE PERFUME OF THE LADY IN BLACKIAN : 10GREG : 91977 CRAZY DESIRES OF A MURDERERIAN : 6GREG : 6.5BRIAN LUCIANO BARSUGLIA LINKSBOOK WEBSITEAMAZON LINK FOR BOOKLINKS FOR DOUBLE DOUBLEGregaMortisFacebookTwitterLand Of The Creeps Group PageLand Of The Creeps Fan PageJay Of The Dead's New Horror Movie PodcastYoutubeInstagramEmailLetterboxdTwisted Temptress LinkLetterboxdIAN IRZA LINKSBLOG SITEFACEBOOKTWITTERINSTAGRAMLETTERBOXDLOTC Hotline Number1-804-569-56821-804-569-LOTCLOTC Intro is provided by Andy Ussery, Below are links to his social mediaEmail:FacebookTwitterLespecial FacebookLespecial Website
How strong is your dividend growth portfolio? Send it to us for a free evaluation at dcm.team@growmydollar.com. Plus, join our market newsletter for more on dividend growth investing. In what may be the largest M&A deal of 2025 so far, Union Pacific ($UNP) has made a formal bid to merge with Norfolk Southern ($NSC). The proposed merger not only furthers the consolidation of the quasi-monopolistic railroad industry but also raises important questions about what it means for investors. Given the time we've spent highlighting Union Pacific as a model of dividend growth, we believe this surprise announcement warrants an early-stage analysis. In this Express Mail episode, Greg covers:[01:12] Merger Details Union Pacific makes a surprise $20B bid for Norfolk Southern—despite their past capital discipline.[03:54] Financial Analysis: Debt, EBIT, and Credit Ratings How the merger affects profitability, interest coverage, and debt loads.[10:29] Lessons from Canadian Pacific's Kansas City Merger A similar deal that didn't go quite as planned—and what it might signal for UNP.[15:36] Dividend Outlook: What Now? We break down whether the combined railroad can still deliver 7% dividend growth.[17:59] Final Thoughts Is Union Pacific now a total return story, not a dividend growth story? Why we're holding through the uncertainty.
Mandy Dhaliwal, CMO at Nutanix, shares her journey transforming a technical infrastructure company into a leader in hybrid multi-cloud solutions, driving market value from $5 billion to $20 billion through strategic marketing and positioning.• Simplifying complex technology messaging from "hybrid multi-cloud" to the customer-friendly "run anything anywhere"• Implementing agentic AI on the Nutanix website to provide 24/7 global customer support and real-time market feedback• Building credible brand identity by standing out with bold visual choices while focusing on substance and customer value• Aligning marketing with broader business objectives through cross-functional collaboration and shared revenue goals• Empowering internal technical experts and executives as marketing channels and amplifying authentic customer stories• Balancing work and family by taking five years off to raise her son while maintaining career momentum• Moving from imposter syndrome to "empowerment syndrome" by educating stakeholders about marketing's strategic valueEver wonder how a tech company transforms from a $5 billion infrastructure provider to a $20 billion cloud leader? The secret might just be in its marketing strategy.Mandy Dhaliwal, CMO at Nutanix, pulls back the curtain on her remarkable journey reshaping how enterprises approach hybrid multi-cloud solutions and AI deployment. With 25 years of technology marketing experience and a Level Two sommelier certification, Mandy brings unique perspective to brand transformation and customer engagement."When I arrived, everyone talked about hybrid multi-cloud, but I said 'I don't know a single CIO who wakes up wanting to buy that,'" Mandy reveals. Instead, she championed clear, customer-centric messaging: "One platform to run apps and data anywhere." This fundamental shift from technical jargon to value-driven communication helped quadruple Nutanix's market value.She shares candidly about elevating authentic customer voices, breaking through the "sea of sameness" with bold branding decisions, and building cross-functional alignment between marketing, sales, and product teams.Beyond marketing strategy, Mandy offers refreshing insights on work-life integration, including her decision to take five years off to raise her son without missing a career beat. Check out Nyla, the AI agent at nutanix.com, and see how they're making AI deployment simpler for enterprises with our "run anything anywhere" platform.Rajiv Parikh: https://www.linkedin.com/in/rajivparikh/Mandy Dhaliwal: https://www.linkedin.com/in/1mandydhaliwal/As the Chief Marketing Officer for Nutanix, she leads the global marketing strategy. She's been a key leader in Nutanix's remarkable progress, quintupling its market value from roughly $5B to $20B, proving that marketing, branding, positioning has a hand in driving valuation.Before joining Nutanix, Dhaliwal held the CMO position at Boomi and Fugue, and she has also been a senior marketing leader at BlazeMeter, SOASTA, EMC, and Legato Systems.She attended Simon Fraser University for undergrad and holds an MBA in Technology Management from Pepperdine University and notably, a level two certification from the Court of Master Sommeliers.Website: https://www.position2.com/podcast/Rajiv Parikh: https://www.linkedin.com/in/rajivparikh/Sandeep Parikh: https://www.instagram.com/sandeepparikh/Email us with any feedback for the show: spark@position2.com
S&P Futures are displaying gains this morning with earnings and economic data being the key themes for today. On the economic front, the first reading of U.S. Q2 GDP will be released this morning and is expected to display growth. In the afternoon, the Fed will release a monetary policy statement. Fed Chairman Powell will likely display a dovish tone in his press conference. The U.S. and China concluded their recent two-day trade talks in Stockholm without reaching a definitive agreement to extend the tariff truce currently set to expire on August 12, 2025. Both sides described the meetings as "constructive,". The responsibility now lies with President Trump to decide whether to approve an extension of the tariff pause. PANW is said to be close to acquiring CYBR in a $20B deal. Figma (FIG) IPO is said to be 40x oversubscribed. On the earnings front, QRVO, HUM, STNG, SBUXVRT & GEHC are higher after announcements. MSFT, META, QCOM, ARM, LRCX & HOOD are all releasing earnings after the bell today.
5 to 9 Things You Don't Know About 529 Plans with Chris Stack Hosts Brad Wright and Kevin Williams are joined by attorney and consultant, Chris Stack. -Chris is managing consultant, Savingforcollege.com, is a nationally recognized 529 authority and experienced in educational finance. An attorney for over 30 years, licensed in New York & Pennsylvania, Chris has experience in finance, investments and law relating to tax advantaged products, including Section 529, since it became federal law in 1996. - He has been credited for actively and successfully initiating, advocating and assisting in the 2022 federal tax law changes allowing for “leftover” 529 funds to be transferred to a Roth IRA. He's also assisted several states and plan managers implementing their 529 investment plans that now service over $20B in assets. -Currently, Chris advises and consults with sponsoring state agencies, program managers and investment companies, and presents nationally to financial advisors, accountants, and attorneys on 529 plans. They discuss: -The effects of the Big Beautiful Bill on 529 plans -How to choose the right 529 plan -Rules around converting leftover 529 funds to a Roth IRA -Why 529 accounts should be considered as part of any estate plan For more on Saving For College: Savingforcollege.com To contact Chris: cstack@savingforcollege.com
171,000 Bitcoin... gone. A bombshell FOIA request reveals the U.S. Marshals only hold 28,988 BTC—raising serious questions: where's the rest? No audit. No transparency. That's over $20B missing as America debates a strategic Bitcoin reserve. At the same time, Congress pushes back on CBDCs, Vanguard's hand is forced into BTC exposure, and MicroStrategy inches toward the S&P 500. This isn't just a bull market—it's the unraveling of the old system. Bitcoin is the signal.SPONSORS
Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street cae por nuevo arancel a Canadá: Futuros en rojo: $SPX -0.5 %, $US100 -0.5 % y $INDU -0.5 % tras el anuncio de Trump de un arancel del 35 % a Canadá desde el 1 de agosto. Preocupa el impacto en alimentos y combustible. El Tesoro publica hoy su balance de junio (déficit estimado: $50.5B). • Bitcoin marca nuevo máximo histórico: $BTC supera los $118K impulsado por compras institucionales, apoyo regulatorio y un futuro ETF cripto de Trump Media. Suben $MSTR, $COIN y $BITF. Ether se mantiene cerca de los $3K. • Google ofrece descuentos en cloud al gobierno: $GOOG rebaja precios en contratos cloud para agencias federales, siguiendo el camino de $ORCL. AWS y Azure negocian medidas similares. El gasto cloud federal supera los $20B anuales. • Tesla solicita operar robotaxis en Phoenix: $TSLA busca permisos para operar servicios con y sin conductor. También planea expansión a San Francisco. Waymo ($GOOGL) ya opera en múltiples ciudades. El servicio de Austin aún está en piloto supervisado. • T-Mobile completa compra de UScellular: El DOJ aprueba la adquisición de $TMUS sobre $USM (clientes, tiendas y espectro). La operación aumenta la concentración en el mercado móvil (>80 % controlado por $VZ, $T y $TMUS). Una jornada con foco en activos digitales, fusiones y nuevos movimientos regulatorios. ¡No te lo pierdas!
In this week's episode of "Maximize Business Value," Dave Casey meets with Terry Chevalier to discuss succession planning and leadership. Terry Chevalier is a certified Mastery Partner and the Founder and managing director of Sunstone Associates. To learn more about Terry, visit his LinkedIn and check out the masterypartners.com website. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!#maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneurs #SuccessionPlanning #MasteryPartners #ExitStrategyLearn More about Dave CaseyDave Casey is a partner at Mastery Partners. he works with owners to maximize the value locked up in their businesses. Using his background and experience, he utilizes the four-part process Mastery has perfected to analyze, assess, map out, and execute plans to ensure the business owner realizes the very top valuation for their enterprise. Casey is an engaged business leader with an eye for business transformation, particularly in the verticals of technology, cybersecurity, and IT managed services. Dave previously founded and grew an IT managed services company, brought it through a successful exit, and today helps companies develop long-range plans for sound security and operational processes.Dave serves on the board of Business Navigators, a business servant leadership non-profit in the DFW area. He is also a founder and board member of Biz Owners Ed, a 501 (c)(3) organization enabling serious entrepreneurs to dramatically scale and improve their businesses.Learn More about Terry ChevalierTerry Chevalier, owner and Managing Director of Sunstone Associates, offers over 25 years of executive experience, guiding companies through vast opportunities and challenges. Previously, he played pivotal roles at both mid-market and Fortune 50 firms, including $20B in asset acquisitions. Additionally, Terry boasts a management consulting background with Bain & Company, a decade in the U.S. Intelligence Community, and holds degrees from the Missouri University of Science and Technology and Duke University.Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.
Welcome back to another episode of the EUVC Podcast, your trusted inside track on the people, deals, and dynamics shaping European venture.This week, Dan Bowyer and Mads Jensen of SuperSeed and Lomax from Outsized Ventures, gather to unpack the macro forces and micro signals shaping European tech and venture.They sit down to break down the two sides of the IPO market: the soaring optimism behind Figma's public debut — and the deep freeze that's hit London listings harder than at any time since before the dot-com crash.They also unpack what Figma's $730M paper loss means, how vertical AI is the next generation of SaaS, and what the UK must fix to stand a chance in the global listings race.If you're investing, building, or just trying to make sense of the markets this summer — this one's for you.Here's what's covered02:30 | AI infra's moment & CoreWeave hypeWhy infra plays like CoreWeave and Circle have the market buzzing — but vertical AI is where the next SaaS returns lie.04:50 | Figma's $730M paper loss explainedMad breaks down the headline figure, the failed Adobe deal, the FTC veto, and why this IPO is about fundamentals — not hype.08:20 | Tender offer drama & employee moraleHow Figma's $20B exit fizzled — and the May 2024 tender to keep teams motivated ahead of listing.12:00 | Figma as a bellwether for design & vertical AIWhy product-led SaaS is shifting toward deep vertical AI workflows — and what that means for investors.15:45 | London: the slowest IPO H1 in nearly 30 yearsCounter to the US's $9B+ haul in 12 deals, London managed just $160M across five listings. A brutal gap.18:10 | Worse than dot-com. Worse than ‘08.Dan & Mad put the numbers in perspective: this is the weakest stretch since before many listeners were born.26:15 | Dual-class shares & free float: too little too late?Why tweaking share classes & float minimums is more copy-paste than innovation — and not the real fix.35:20 | The ESG paradox & listing tensionWhere does London's ESG edge help — and where does it push big companies abroad?40:15 | US vs UK capital markets: talent, trust & scaleWhy founders and funds still flock to New York — and the structural advantages London must address.44:30 | Can London fight back?What would it actually take to make London relevant again for growth listings? Dan's realist take.50:00 | Lessons from Figma for foundersWhy strong fundamentals still matter — and how the tender saga shows the cost of employee trust.55:00 | The vertical AI playbook: Europe's edge?Where Europe's sector expertise might win if it can get capital markets working again.
Are the dynamics of the hyperscale cloud providers changing? Will the leaders of the last decade continue for the next 3-5 years, or the next decade? Let's explore how the market is now rapidly changing.SHOW: 934SHOW TRANSCRIPT: The Cloudcast #934 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US Cloud[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:Andy Jassy (Amazon CEO) - Thoughts on Generative AI AWS quarterly revenue growth OpenAI struggling to meet deadline for $20B investment (including Microsoft)Inside Microsoft's complex relationship with OpenAIGoogle Cloud quarterly revenuesBG2 PodcastEast Meets West 2025 (keynote presentation)TECHNOLOGY WAVES CHANGE MARKET DYNAMICS; INCUMBENTS DON'T ALWAYS LEADRevenues: AWS ($62B, 2021), Azure ($60B, 2021), GCP ($19B, 2021) Revenues (run rate): AWS ($130B, 2025), Azure ($108B, 2025), GCP ($50B, 2025) AWS is on 3rd CEO since pandemic; market questioning their AI strategyAzure + OpenAI alignment strategy went from strategic to questionedGoogle start-stop AI strategy, but coming together; but company breakup loomingApple AI strategy seems completely unknown (Siri,Apple Intelligence, devices, models?)Oracle seems to be rebounding around Oracle Cloud InfrastructureNew hypercloud AI providers emerging? The Amazon/AWS 20%FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
Alan's Soaps https://www.AlansArtisanSoaps.comUse coupon code TODD to save an additional 10% off the bundle price.Bioptimizers https://Bioptimizers.com/toddEnter promo code TODD to get 10% off your order of MassZymes today.Bizable https://GoBizable.comUntie your business exposure from your personal exposure with BiZABLE. Schedule your FREE consultation at GoBizAble.com today. Bonefrog https://BonefrogCoffee.com/toddThe new GOLDEN AGE is here! Use code TODD at checkout to receive 10% off your first purchase and 15% on subscriptions.Bulwark Capital Bulwark Capital Management (bulwarkcapitalmgmt.com)Do you know how tariffs can affect your retirement? Join Zach Abraham's FREE Webinar “Tariff Edition” Thursday May 22 at 3:30 Pacific. Sign up at KnowYourRiskRadio.com today.Renue Healthcare https://Renue.Healthcare/ToddYour journey to a better life starts at Renue Healthcare. Visit https://Renue.Healthcare/ToddLISTEN and SUBSCRIBE at:The Todd Herman Show - Podcast - Apple PodcastsThe Todd Herman Show | Podcast on SpotifyWATCH and SUBSCRIBE at: Todd Herman - The Todd Herman Show - YouTubeThe Fed just purchased $20B in bonds... Let's bring Zach Abraham on the show to discuss what this means for us...Episode Links:Introducing the Perfect Trade.Harvard economics professor reveals the Democrats want the Fed to be absorbed by the Treasury. They want to issue a CBDC and have full control of our money. This is why Elizabeth Warren and her Democrat colleagues deeply oppose crypto.I Told Them Not to Buy the Coin: My Accidental $3.5M Memecoin Launch
American Bitcoin may purchase $320 million of Antminers to expand its fleet, and hedge funds are dumping bitcoin ETFs.FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Will, Colin, Matt, and Nick discuss Bitcoin mining's summer slowdown, American Bitcoin's massive 25 EH/s anticipated ramp up, a big week for public miner fundraising, Amazon's $20B Pennsylvania data center investment, institutional ETF flows showing hedge fund exits, and the controversial filter wars dividing Bitcoin's community.Subscribe to our newsletter! **Notes:**• Hash rate trading 820-930 EH range lately• American Bitcoin raising for $320M U3S21EXPH buy• IREN upsizes convertible note to $500M • Amazon investing $20B in Pennsylvania• Hedge fund ETT holdings dropped from 122K to 83K BTC in Q100:00 Start01:12 Difficulty Report by Luxor06:37 American Bitcoin $320M U3S21 Cost13:40 Fundraising season23:07 Hedge funds ditched BTC ETFs in Q132:08 Amazon going balls deep in PA37:41 Cry Corner - The Filter Boys Mount UP!
CBS considers airing PSAs to settle Trump lawsuit, RFK Jr. offers to rescue bird flu-infected ostriches, HHS cuts Moderna's vaccine funding, and AI threatens half of all entry-level white-collar jobs. NewsTrump legal team, Paramount mull proposal for CBS to run PSAs for causes favored by prez to break quagmire over $20B lawsuit: sourcesBehind the Curtain: A white-collar bloodbathHHS cancels funding for Moderna to develop vaccines to combat bird fluRFK Jr offers to save Canadian ostriches with suspected bird flu and move them to US Follow @PodSaveThePeople on Instagram.
We sit down with Steve Ballmer, the legendary former Microsoft CEO and owner of the LA Clippers, for an epic conversation covering his 34 years at Microsoft. Steve listened to our Microsoft episodes and had some thoughts to share — and boy, did he deliver. Steve takes us point-by-point through the original IBM DOS deal that started everything, how he built Microsoft's enterprise business from scratch, and offers his candid reflections on missing mobile and search. We also cover the story behind “developers, developers, developers”, the complexities of his relationship with Bill Gates (including a year where they didn't speak), and why he ultimately decided to step down as CEO. Plus, we learn why Steve has held onto his Microsoft stock through it all — giving him arguably the best investment track record in the world over the last 10 years with his net worth growing from $20B to $130B since leaving. And of course, we couldn't resist also talking about his other passion: the Clippers and Intuit Dome. Hit play and get ready to experience the patented Steve Ballmer energy and fun on full display!Sponsors:Many thanks to our fantastic Summer ‘25 Season partners:J.P. Morgan PaymentsStatsigVercelAnthropicLinks:Join us July 15 at Radio City!More Acquired:Get email updates with hints on next episode and follow-ups from recent episodesJoin the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.
Media Shakeup at CBS: CBS News President Wendy McMahon resigned amid internal turmoil and legal issues, including a $20B lawsuit from Trump over manipulated interviews. Dan Bongino and Kash Patel Controversy: Both downplayed conspiracy concerns about Jeffrey Epstein's death and assassination plots against Trump, sparking backlash among conservative listeners. Tom Borelli on the “Newsmax Hotline”: Borelli joined to criticize Comey, defend skepticism of the Epstein case, and echo calls for accountability in alleged federal misconduct and surveillance failures. Today's podcast is sponsored by : BIRCH GOLD - Protect and grow your retirement savings with gold. Text ROB to 98 98 98 for your FREE information kit! SECURE MY RETIREMENT : Be safe, smart, and secure at http://SecureMyRetirement.com To call in and speak with Rob Carson live on the show, dial 1-800-922-6680 between the hours of 12 Noon and 3:00 pm Eastern Time Monday through Friday…E-mail Rob Carson at : RobCarsonShow@gmail.com Musical parodies provided by Jim Gossett (www.patreon.com/JimGossettComedy) Listen to Newsmax LIVE and see our entire podcast lineup at http://Newsmax.com/Listen Make the switch to NEWSMAX today! Get your 15 day free trial of NEWSMAX+ at http://NewsmaxPlus.com Looking for NEWSMAX caps, tees, mugs & more? Check out the Newsmax merchandise shop at : http://nws.mx/shop Follow NEWSMAX on Social Media: -Facebook: http://nws.mx/FB -X/Twitter: http://nws.mx/twitter -Instagram: http://nws.mx/IG -YouTube: https://youtube.com/NewsmaxTV -Rumble: https://rumble.com/c/NewsmaxTV -TRUTH Social: https://truthsocial.com/@NEWSMAX -GETTR: https://gettr.com/user/newsmax -Threads: http://threads.net/@NEWSMAX -Telegram: http://t.me/newsmax -BlueSky: https://bsky.app/profile/newsmax.com -Parler: http://app.parler.com/newsmax Learn more about your ad choices. Visit megaphone.fm/adchoices
Cluely's founders got suspended for building an AI cheating app… but now it's venture backed.Home Depot's biggest division will shock you… it's their $20B/year secret garden.President Trump tanked markets Monday for threatening to fire the Fed… so we explained central bank's independence with a superhero.Plus, using “please” and “thank you” in ChatGPT is costing the company tens-of-millions of dollars…$HD $SPY $CMGWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… The Ninja Turtles
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