Podcasts about 2B

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Best podcasts about 2B

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Latest podcast episodes about 2B

Bankless
ROLLUP: Gold & BTC ATH | AI Bubble or Debasement Trade? | BNB Surge | $2B Polymarket Deal

Bankless

Play Episode Listen Later Oct 10, 2025


Gold shatters $4,000, Bitcoin quietly hits new all-time highs, and Wall Street just made its biggest bet yet on prediction markets. In this week's Weekly Rollup, we break down why the debasement trade is heating up, how the AI bubble is shaping markets, and what it all means for crypto's next move. We cover BNB's explosive run to the #3 spot, ICE's $2B investment in Polymarket, and ETH staking ETFs officially going live. Plus, Solana ETF approval looks imminent, Asian capital rotates onchain, and Galaxy steps back into retail with a familiar face at the helm. ------

Empire
Polymarket's $2B Deal with ICE Changes Everything | Weekly Roundup

Empire

Play Episode Listen Later Oct 10, 2025 69:34


This week we discuss Polymarket's $2B deal with ICE and how it impacts the future of prediction markets. We then deep dive into the stablecoin duopoly, advice for founders, is it BNB season, crypto's next breakout consumer app & more. Enjoy! -- Follow Rob: https://x.com/HadickM 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 -- Crypto's premiere institutional conference returns to London in October 2025. Use code EMPIRE200 for £200 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 -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- GEODNET is the world's largest RTK network, delivering real-time, centimeter-level precision for drones, robots, farmers, and first responders. Recognized by the U.S. Congress, this blockchain-powered network supports mission-critical applications across a wide range of industries. Discover how GEODNET is changing the world: [https://geodnet.com] -- Timestamps: (00:00) Intro (04:04) ICE Invests $2b In Polymarket (14:32) Ads (Blockdaemon, Peaq) (15:43) Advice For Founders (22:50) How Does Polymarket's $2b Raise Impact Kalshi? (27:53) Ads (Blockdaemon, Peaq) (29:04) The Stablecoin Duopoly Is Ending (44:16) Ad (Katana Geodnet) (45:42) Is It BNB Season? (55:06) Privacy Coins (57:13) Finding The Next Breakout Consumer App (01:02:25) The Government Shutdown (01:04:31) 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.

The Information's 411
Qualtrics' $6.75B Acquisition, E-comm Startup Revival, Reflection AI Raises $2B | Oct 10, 2025

The Information's 411

Play Episode Listen Later Oct 10, 2025 40:32


Qualtrics CEO Zig Serafin talks with TITV Host Akash Pasricha about the company's recent acquisition of Press Ganey Forsta. We also talk with Reflection AI CEO Misha Laskin about their $2B funding round from NVIDIA and the founder of Plumb Aaron Dignan about winding down his AI startup. Lastly, we get into the revival of the e-commerce sector with our Reporter Ann Gehan and investor Michael Duda.Articles discussed on this episode:https://www.theinformation.com/articles/e-commerce-startups-back-deadTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Navigating Sports Business
128. Drew Weatherford - Weatherford Capital

Navigating Sports Business

Play Episode Listen Later Oct 8, 2025 47:32


Drew Weatherford - Founding Partner of Weatherford Capital - discusses the role of private equity in college sports, including a less-discussed opportunity to invest in club sports.   The episode was recorded prior to the news of the Big Ten exploring a $2B private equity deal. You can hear AJ Maestas and Charles Rolston break that down in a bonus episode, here: https://nvgt.com/podcast?ppplayer=1e977ebc536a4f7840f232ca6e253547&ppepisode=53bbf14fbeabdd0f3890e0eb8b8c083f   Timestamps: 2:00 - Drew's FSU Background 19:25 - Pro sports people running athletic departments 25:00 - Private equity in college sports 31:05 - IMG Academy/Investing in Club Sports 37:00 - What is an athletic department worth?     For more insights, visit our LinkedIn page or learn more about Navigate at https://nvgt.com/.

FactSet Evening Market Recap
Evening Market Recap - Wednesday, 08-Oct

FactSet Evening Market Recap

Play Episode Listen Later Oct 8, 2025 4:49


US equities finished mostly higher in Wednesday trading, with the Dow Jones closing flat, while the S&P500 and Nasdaq closed up 58bps and 112bps respectively, the latter two notching fresh records, and today's upside largely tabbed to a rebound in the AI optimism trade. Nothing meaningful out of the release of September's FOMC minutes. Treasury's auction of $39B in 10-year notes tailed by 0.3 bp, with a notable dropoff in bid-to-cover and foreign demand vs last month. Nvidia will reportedly invest $2B of equity in xAI as part of a ~$20B fund raise.

Late Confirmation by CoinDesk
New York Stock Exchange Owner Close to $2B Stake in Polymarket: Report | CoinDesk Daily

Late Confirmation by CoinDesk

Play Episode Listen Later Oct 7, 2025 3:07


New York Stock Exchange's owner is close to a $2B investment in Polymarket. Can this bring the prediction market back to the U.S.? Intercontinental Exchange is close to investing $2 billion in Polymarket, according to a report from the Wall Street Journal. Could the investment from the owner of New York Stock Exchange help bring Polymarket back to the U.S.? 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 - Bridge simplifies global money movement. As the leading stablecoin issuance and orchestration platform, Bridge abstracts away blockchain complexity so businesses can seamlessly move between fiat and stablecoins. From payroll providers and remittance companies to neobanks and treasury teams, Bridge powers payments, savings, and stablecoin issuance for thousands – like Shopify, Metamask, Remitly, and more. URL: ⁠⁠⁠⁠https://hubs.ly/Q03KGbRK0⁠⁠⁠⁠ - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

Pitcher List Baseball Podcasts
K ꓘ 177 - Ottoneu 4x4 Roster Breakdown

Pitcher List Baseball Podcasts

Play Episode Listen Later Oct 6, 2025 75:59


Keep or Kut - Chad (@chadyoung) and Pete (@PeteBBaseball) pull up their rosters in Ottoneu league 1372, the Keep or Kut Listener League, and talk through who is a keeper, who is a cut, and who should maybe be shopped over the off-season. While trade season hasn't kicked off and it is too early to make final decisions, getting a sense of where you stand is a great place to start.5:35 - What we're doing in our keeper leagues right now - first pass at keepers, positional eligibility, etc.14:42 - Breaking down our Listener league rosters, starting with Pete's corner infielders, including an interesting debate on Marcell Ozuna.23:08 - Chad's CI situation is mostly settled, but is Miguel Vargas a $3 keeper and how much does it hurt to bail on $17 Royce Lewis?31:52 - The future of Pete's MI is pretty fun, but does he have enough MLB production? That might depend on what you think of Marcelo Mayer.40:58 - Chad's MI looks a lot better after Jorge Polanco went off while we recorded, especially given how weak 2B is.48:03 - Pete's OF has some tough calls, including a $16 Jarren Duran and $5 Brenton Doyle58:03 - Chad has some tough calls on $20+ OF and that, in turn, may push some decisions on cheaper OF.1:06:19 - We each have more prospects that we would ideally like to keep, but who gets cut loose? Subscribe: Apple Podcasts | Spotify | Stitcher | TuneIn | Google Podcasts | RSSConnect: Twitter | keeporkut@gmail.com | Join PL+Get PL+ and join our Discord: https://pitcherlist.com/plus Join Our Discord & Support The Show: PL+ | PL Pro - Get 15% off Yearly with code PODCASTProud member of the Pitcher List Fantasy Baseball Podcast Network Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Marine Layer Podcast
Episode 305: Mariners Own Tarik Skubal Again, And Even The ALDS 1-1

Marine Layer Podcast

Play Episode Listen Later Oct 6, 2025 28:04


Lyle and TJ react to the Mariners defeating Tarik Skubal for the third time this season and tying up the ALDS 1-1 behind Jorge Polanco's 2 HR and Julio's clutch go-ahead 2B.Sign up for our Patreon: patreon.com/marinelayerpodMerchandise, event schedule, and more: marinelayerpod.comEmail us: marinelayerpod@gmail.comCheck out Just Baseball: Click hereFollow the show on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@marinelayerpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Find us on YouTube: Click hereFind us on TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@marinelayerpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Find us on all Podcast Platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/MarineLayerPod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow TJ on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tjmathewson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Lyle on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@lyle_goldsteinAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Dodger Talk
Dodger Talk- NLDS Game 1 (10-4-25)

Dodger Talk

Play Episode Listen Later Oct 5, 2025 51:01 Transcription Available


DV takes your calls after the Dodgers defeat the Phillies, 5-3 in Game 1 of the NLDS. Kiké Hernández talks to Kirsten Watson after delievering a clutch 2-run 2B. Shohei Ohtani addresses the media after winning his first postseason start. DV shares his postgame interview with tonight's hero Teoscar Hernández.

Navigating Sports Business
127. Big Ten Eyes $2B Private Equity Deal — What It Means for College Sports

Navigating Sports Business

Play Episode Listen Later Oct 3, 2025 22:35 Transcription Available


The Big Ten is exploring $2B in private funding. In this episode, AJ Maestas, Founder of Navigate, sits down with Charles Rolston, Navigate's collegiate consulting expert, to break down what this means for the conference, the schools, and the entire college sports space.   Will the deal actually close? How do Ohio State and Michigan factor in? Do 20-year plans make sense in collegiate athletics? What does ROI look like for this kind of deal?   AJ and Charles draw on their experience advising clients through private equity negotiations, realignment, and other transformational moments across college and pro sports.   For more insights, visit our LinkedIn page or learn more about Navigate at https://nvgt.com/.

ITPM Podcast
ITPM Flash Ep91 Roll Up, Roll Up, Roll Up!

ITPM Podcast

Play Episode Listen Later Oct 3, 2025 8:38


ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode Anthony Iser is looking past the noisy macro backdrop and backing a proven roll-up model in the fragmented building materials sector. Serial dealmaker and CEO Brad Jacobs has injected over $1B of his own capital in to QXO and is executing the same acquisition strategy that's delivered spectacular returns in the past. With the first deal already bedding in, $2B of fresh funding raised, and Wall Street only just initiating coverage, the stock looks primed for a rerating.

Agency Intelligence
Austin Moorhead On Turning Hard Work Into Agency Innovation

Agency Intelligence

Play Episode Listen Later Oct 2, 2025 34:13


What happens when a State Farm agent decides he's not cut out for the captive world and instead builds a tech empire supporting $2B in premium? Jason Cass sits down with Austin Moorhead, Founder of Lava Automation to unpack that journey.  Key Topics: Austin's leap from State Farm to automation and his “lightbulb moment” with Keap Growing from a side project into 350+ virtual assistants powering $2B in premium Balancing hard work, family, and redefining success in the agency tech space Why AI hype feels like past industrial shifts and what it really means for agencies How LAVA approaches SOC 2 certification and data security in the AI era Turbo Dial's customizable VoIP and HubSpot's growing role in larger agencies Why lead generation remains the great separator for top-performing agencies Optimizing websites for ChatGPT and AI-driven search, not just Google Fear, valuations, and why relationships still anchor the future of independent agents Reach out to: Austin Moorhead Jason Cass Visit Website: Lava Automation Agency Intelligence Produced by PodSquad.fm

The Jamal Bryant Podcast
Freedom of Speech is Under ATTACK in America | S4 Ep. 3

The Jamal Bryant Podcast

Play Episode Listen Later Oct 2, 2025 29:39


Pastor Jamal Bryant isn't holding back in this episode of Let's Be Clear. He tackles the double standards around freedom of speech, racial equity, and social justice in America — exposing how Black voices are silenced while white commentators are protected.He also breaks down his boycott of Target: their broken $2B pledge after George Floyd's death, refusal to invest in HBCUs and Black banks, and the billions they've lost since. Pastor Bryant makes it clear: silence has consequences.

Owned and Operated
#247 LEGENDS | The $1.2B Contractor: How Kelso Built a Billion-Dollar Empire

Owned and Operated

Play Episode Listen Later Oct 2, 2025 84:56 Transcription Available


Over the last five years, Steve Carroll scaled Kelso Industries from zero to $1.1–$1.2B top line with 3,500+ employees across mechanical, electrical, and plumbing (MEP) — powered by 29 acquisitions and an “empowered, decentralized” operating model. In this wide-ranging conversation, Steve and John unpack the Kelso flywheel (construction ➜ retrofit ➜ maintenance ➜ service), how to choose what to centralize vs. decentralize, why leadership pipelines matter more than playbooks, and the realities of integrating owner-led companies at scale. We also dig into data center demand, non-union strategy, and the “survival mode” moments that nearly derailed the journey.If you're thinking about multi-location expansion, commercial/industrial MEP, or acquiring while operating, this one's a blueprint.What You'll Learn-The Kelso flywheel: use construction as an entry point, expand into retrofit, sell maintenance, earn lifetime service-29 acquisitions without breaking culture: partnering with operators, light-touch integrations, and when to standardize-Centralize vs. decentralize: cash & risk centralization; empower branches on P&L, customers, and ops-Building leadership pipelines (trades & military) to keep growth from stalling-Data centers & industrial demand: where the growth is and what capabilities matter- How a billion-dollar platform still treats growth like survival

Dukes & Bell
Why private equity groups will be bad for college football

Dukes & Bell

Play Episode Listen Later Oct 2, 2025 7:52


Carl and Mike get into some college football talk as they share some thoughts on the reports of the Big 10 considering a private equity group investing into the conference with the potential of infusing $2B into the conference.

The Morning Show
Think Tank with Stephanie Smyth, Brad Bradford, & Mark Saunders

The Morning Show

Play Episode Listen Later Oct 1, 2025 23:15


Greg Brady & the panel of: Stephanie Smyth, Toronto—St. Paul MPP Brad Bradford, Toronto city councillor for Beaches - East York Mark Saunders, former Toronto police chief, mayoral candidate Discuss: 1 - Temporary hotel funding ends - feds had spent at least $1.2B on it - cities now under pressure, Toronto amongst them, and yet no ask for a re-frame or re-think about asylum qualifications or fixing the system from Mayor Chow - just an ask for $. How do you see this? She's fine to ask for it - it only makes the issues grow, does it not? 2 - Two terrible scooter accidents in GTA involving 12 and 10 year olds. TERRIBLE to hear of, yet not sure lack of legislation impacts this. I was pleased to see a bunch of tickets handed out in Toronto for illegal use of them. Does any deterrent work to prevent this, besides us agreeing 10 and 12 is way too young to be anywhere near heavy traffic with these? Learn more about your ad choices. Visit megaphone.fm/adchoices

Yadnya Investment Academy
Daily Stock Market News (Oct 1, 2025): RBI MPC, Tata Motors Demerger, US Shutdown Impact & Silver ATH

Yadnya Investment Academy

Play Episode Listen Later Oct 1, 2025 23:46


Book your seat for Pune Offline Session: https://shorturl.at/jzvHD#stockmarketnews #rbimpc #tatamotors #USShutdown #silverprice #pvrinox #marketupdate #ipo2025 #finance Get the essential Stock Market News for October 1, 2025! This video details the crucial RBI MPC meeting outcome—will the central bank cut the repo rate from 5.5% or hold steady? Learn about the historic Tata Motors Demerger (CV vs PV split) taking effect today, including the 1:1 share entitlement ratio.Globally, the S&P 500 reacted negatively to the looming US Government Shutdown risk, which could delay vital economic data and trigger a credit reassessment. We analyze Trump's new 100% tariffs on foreign films and the immediate impact on media stocks like PVR INOX and Prime Focus.Commodities update: Silver price hits an All-Time High (ATH) of ₹1.51 lakh/kg in India driven by global demand. Also covered: Interest rates for PPF and NSC remain unchanged, Diageo puts IPL franchise RCB up for sale ($2B valuation), and the details of the upcoming LG Electronics India IPO. Stay ahead of the Nifty and Sensex movements.00:00 Start00:52 S&P 500 Dips on US Shutdown Fears05:38 Trump Announces 100% Tariff on Foreign Films06:26 Silver Prices Hit All-Time High in India07:59 Small Savings Rates Unchanged for Q3 FY2608:43 Fiscal Deficit Reaches 38.1% of FY26 Target10:13 RBI MPC Outcome Due October 111:20 India-EFTA Trade Pact Effective Oct 113:12 Gold, Silver Imports Nearly Double in September14:15 Tata Motors Demerger Effective October 115:33 Tata Motors Ups Stake in Freight Tiger16:24 LG Electronics India ₹15,000 Cr IPO on Oct 717:16 Diageo Puts RCB Up for Sale18:06 Knowledge SectionYadnya Books and eBooks now available:On Amazon - https://amzn.to/47x0RS4On Flipkart - https://fktr.in/y3OZ3GFOn our website - https://shop.investyadnya.inLEGAL DISCLAIMER: Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services. DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.Disclosure with regard to ownership and material conflicts of interest1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance;3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance. Disclosure with regard to receipt of Compensation1. The Research Entity and its associates have not received compensation from the subject company in the past twelve months.2. The subject company is not or was not a client during the twelve months preceding the date of recommendation.

Toronto Today with Greg Brady
Think Tank with Stephanie Smyth, Brad Bradford, & Mark Saunders

Toronto Today with Greg Brady

Play Episode Listen Later Oct 1, 2025 23:15


Greg Brady & the panel of: Stephanie Smyth, Toronto—St. Paul MPP Brad Bradford, Toronto city councillor for Beaches - East York Mark Saunders, former Toronto police chief, mayoral candidate Discuss: 1 - Temporary hotel funding ends - feds had spent at least $1.2B on it - cities now under pressure, Toronto amongst them, and yet no ask for a re-frame or re-think about asylum qualifications or fixing the system from Mayor Chow - just an ask for $. How do you see this? She's fine to ask for it - it only makes the issues grow, does it not? 2 - Two terrible scooter accidents in GTA involving 12 and 10 year olds. TERRIBLE to hear of, yet not sure lack of legislation impacts this. I was pleased to see a bunch of tickets handed out in Toronto for illegal use of them. Does any deterrent work to prevent this, besides us agreeing 10 and 12 is way too young to be anywhere near heavy traffic with these? Learn more about your ad choices. Visit megaphone.fm/adchoices

The FORT with Chris Powers
#395 - Scott Arnoldy - Founder & CEO @ Triten RE Partners - Scaling to $1.5B+ Across Multiple Cycles and Asset Classes

The FORT with Chris Powers

Play Episode Listen Later Sep 30, 2025 70:51


Today I'm I sitting down with Scott Arnoldy, Founder & CEO of Triten RE Partners, to explore his journey from the frothy real estate markets of the mid-2000s to building Triten into a multi-vertical investment and development firm with ~$2B in investment volume. We talk about the lessons he learned at Goldman and Stockbridge during the GFC, the early days of striking out on his own, and how he's evolved from being a dealmaker to focusing on building a scalable business. Scott shares his perspective on industrial outdoor storage, multifamily opportunities, and why leadership and team building have become his greatest priorities. We discuss: How the leverage-driven deals of the mid-2000s shaped Scott's risk mindset The transition from opportunistic projects to building a long-term business with structure and focus The evolution of Triton's investment approach, from value-add office to iOS and multifamily Why storytelling and clarity matter as much as numbers when raising capital Perspectives on the current real estate cycle, market uncertainty, and where compelling opportunities exist today Links: Triten RE Partners - https://www.tritenre.com/ Scott on LinkedIn - https://www.linkedin.com/in/scottarnoldy/ Topics: (00:00:00) - Intro (00:04:35) - Scott's early career and real estate insights (00:13:04) - Navigating the 2008 financial crisis (00:19:27) - Starting a real estate firm: Challenges and lessons (00:30:41) - Building a successful real estate business (00:37:23) - Sheds and beds (00:38:53) - The role of investment committees (00:41:15) - Leveraging technology in real estate (00:46:24) - The importance of storytelling in deals (00:48:56) - The rise of industrial outdoor storage (iOS) (00:58:21) - Current real estate market analysis (01:01:33) - Looking ahead & future predictions Support our Sponsors Collateral Partners: https://collateral.com/fort Ramp: ⁠https://ramp.com/fort⁠ Chris on Social Media: Chris on X: https://x.com/fortworthchris Instagram: https://www.instagram.com/thefortpodcast LinkedIn: https://bit.ly/45gIkFd   Watch POWERS on YouTube: https://bit.ly/3oynxNX Visit our website: https://www.powerspod.com/ Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO  POWERS is produced by https://www.johnnypodcasts.com/

The Truth Central with Dr. Jerome Corsi
Blood Rituals and the Destruction of the Nuclear Family with Cregg Lund

The Truth Central with Dr. Jerome Corsi

Play Episode Listen Later Sep 30, 2025 47:27 Transcription Available


Cregg Lund joins Corsi Nation for the sixth in a series about the Luciferian power behind Silicon Valley and nestled underground. In this discussion with Dr. Jerome Corsi, the Silicon Satan author breaks down what's behind the Luciferian blood rituals and their teachings aimed at the destruction of the nuclear family.Silicon Satan is a fictionalized account of Lund's experiences with the Silicon Valley Elite's secret world. Find out more about the book at https://www.siliconsatan.comVisit The Corsi Nation website: https://www.corsination.comIf you like what we are doing, please support our Sponsors:MyVitalC https://www.thetruthcentral.com/myvitalc-ess60-in-organic-olive-oil/Swiss America: https://www.swissamerica.com/offer/CorsiRMP.phpGet Dr. Corsi's new book, The Assassination of President John F. Kennedy: The Final Analysis: Forensic Analysis of the JFK Autopsy X-Rays Proves Two Headshots from the Right Front and One from the Rear, here: https://www.amazon.com/Assassination-President-John-Kennedy-Headshots/dp/B0CXLN1PX1/ref=sr_1_1?crid=20W8UDU55IGJJ&dib=eyJ2IjoiMSJ9.ymVX8y9V--_ztRoswluApKEN-WlqxoqrowcQP34CE3HdXRudvQJnTLmYKMMfv0gMYwaTTk_Ne3ssid8YroEAFg.e8i1TLonh9QRzDTIJSmDqJHrmMTVKBhCL7iTARroSzQ&dib_tag=se&keywords=jerome+r.+corsi+%2B+jfk&qid=1710126183&sprefix=%2Caps%2C275&sr=8-1Join Dr. Jerome Corsi on Substack: https://jeromecorsiphd.substack.com/Visit The Truth Central website: https://www.thetruthcentral.comGet your FREE copy of Dr. Corsi's new book with Swiss America CEO Dean Heskin, How the Coming Global Crash Will Create a Historic Gold Rush by calling: 800-519-6268Follow Dr. Jerome Corsi on X: @corsijerome1Become a supporter of this podcast: https://www.spreaker.com/podcast/corsi-nation--5810661/support.

Dodger Talk
Kiké Hernández Postgame (9-27-25)

Dodger Talk

Play Episode Listen Later Sep 28, 2025 1:51 Transcription Available


Kiké talks to DV after hitting a clutch go-ahead 2-run 2B to lift the Dodgers over the Mariners, 5-3. 

Ellevate Podcast: Conversations With Women Changing the Face of Business
Fearless Leadership with Whitney Faires: How to Lead in a way that Inspires, Compels, and Influences.

Ellevate Podcast: Conversations With Women Changing the Face of Business

Play Episode Listen Later Sep 26, 2025 33:39


What separates good managers from leaders people line up to work for? In this energizing conversation, host Anusha sits down with Whitney Faires—internationally recognized coach, keynote speaker, and former senior executive at Intuitive Surgical who helped scale a $2B business line—to unpack the Courageous Leader Roadmap. Whitney shares the “Sunday-night test” for honest self-assessment, explains why people-first leadership outperforms results-only management, and reframes fearless communication as a practice of refusing to let fear decide what gets said—not saying everything that crosses your mind.You'll learn how to identify your leadership archetype, build judgment and self-awareness in high-stakes moments, and consistently access your power zone using personal activators (and guarding against depletors). Whitney also talks candidly about navigating guilt, competing priorities, and career pivots you didn't choose—plus how to reclaim agency by focusing on what you can control and designing growth inside any role.Whether you're managing your first team or scaling a division, this episode gives you practical prompts, mindset shifts, and repeatable routines to raise your game—and your team's.Connect with Whitney on LinkedIn or Instagram (@whitney_faires) and join her mailing list for upcoming workshops and group coaching opportunities.Thank you to Gies College of Business for Sponsoring this Podcast. Want to be considered for the podcast? Send an email to ashton@ellevatenetwork.com with your topic focus and a short bio.To learn more about Ellevate Network and how we're building a community that supports women+ at every stage of their careers, visit ellevatenetwork.com or reach out to info@ellevatenetwork.com.

Deliberate Words
Power Up: Constructing Energy, featuring Andy Browning of Duke Energy

Deliberate Words

Play Episode Listen Later Sep 26, 2025 50:01


Duke Energy's Andy Browning joins Dave and Steve to unpack how a modern utility balances today's demand spikes—especially from data centers—with tomorrow's low-carbon grid. Andy traces his path from Babcock & Wilcox field engineer to Duke's GM of Engineering & Construction Services, explains why Duke runs an “all-of-the-above” strategy (gas as a bridge, batteries for flexibility, solar growth, hydro upgrades), and makes the case that nuclear—both large units and SMRs—will anchor long-term reliability. The trio dig into dam stabilization, battery use cases (peak shaving and PV smoothing), project timelines and costs, community engagement, and how policy and tariffs shape what actually gets built. They close with a look at fusion research and a rapid-fire on bourbon, woodworking, and what fuels resilience.Key TakeawaysCareer & scope: Andy oversees engineering, construction, commissioning, quality, safety, and project controls for Duke's big builds.Cultural lesson: International work taught him to respect local pace and processes—context changes what “top priority” means.Hydro safety: Post-FERC reviews are driving earthen-dam rebuilds (compaction, drainage layers) to prevent liquefaction under seismic events.Resource mix: Duke is pursuing gas, nuclear, solar, hydro, and batteries; offshore wind unlikely near-term given costs and policy headwinds.Batteries' role: Great for peak shaving and smoothing solar variability; typical systems are 2–4-hour duration (e.g., 10 MW / 40 MWh).Scale & siting: Solar needs ~6–10 acres per MW and only delivers during daylight; data centers requesting 400–1,000 MW reshape planning.Timelines & costs (rule of thumb): Batteries ~12–15 months after development; solar similar; combined-cycle gas ~4 years; nuclear 10+ years.Cost reality: A 75-MW solar site ≈ $100–150M; a 1,000-MW gas plant ≈ ~$2B; nuclear is multiples beyond—but with long lifespans.Nuclear outlook: Expect SMRs + large reactors; challenges include qualified supply chains, workforce, and public education; existing units targeting 80-year life via extensions.Data-center surge: Demand is soaring; innovative financing/ownership models (e.g., behind-the-meter, cost-sharing) may protect retail customers.

The Julia La Roche Show
#290 Axel Merk: Fiscal Views Moving From Fringe To Mainstream Driving Gold's Record Surge

The Julia La Roche Show

Play Episode Listen Later Sep 25, 2025 39:08


Axel Merk, CIO and founder of Merk Investments with nearly $3 billion in AUM, shares his perspective on the current macro landscape and gold's surge to record highs. In this episode, Merk explains how "fringe" fiscal sustainability concerns have moved mainstream, driving gold to new highs above $3,700. He provides a gold mining primer, distinguishing between speculative junior miners and established producers, while focusing on developers with proven management teams as the "scarcest resource." Merk criticizes the Fed's evolution into micromanaging the economy through its "toolkit," arguing this creates inefficient capital allocation and enables political irresponsibility. He notes gold's correlation breakdown due to dollar weaponization and sees continued upside potential, though warns against overexposure, emphasizing that the best investment advice is to "invest in yourself" and control spending.This episode is sponsored by Monetary Metals. Visit https://monetary-metals.com/juliaLinks:https://www.merkinvestments.com/https://x.com/axelmerkTimestamps: 0:00 Welcome and introduction - Axel Merk returns after 6 months0:38 AUM growth from $2B to $3B reflects gold space interest1:29 Liberation Day framework - tariffs impact financial flows3:04 Fringe views moving mainstream amid elevated valuations3:49 Long-term fiscal sustainability concerns driving gold investment6:08 Fed micromanaging economy enables political irresponsibility7:47 Gold's parabolic rise - perception vs reality of "barbarous relic"10:23 Gold mining dynamics - junior miners haven't had explosive rally yet13:10 Gold Mining 101 - conservative vs speculative investor profiles15:23 Big miners' over/under-investment cycle post-financial crisis17:19 Developer focus - scarcest resource is good management18:31 Junior vs major miners - venture capitalists with hard hats21:14 Gold correlation breakdown - weaponization changed dynamics24:37 Fed micromanagement critique - toolkit means intervention26:48 Inefficient capital allocation favors big companies27:58 Preventing recessions vs natural business cycles31:58 Gold as 20-year hedge - glad you had it in hindsight32:32 Silver complexity - industrial use creates volatility36:02 Investment advice - invest in yourself first, control spending

BioSpace
FDA's Autism Endeavor, Pfizer's Obesity Comeback Bid, Psychedelics Revival, ACIP Confusion, More

BioSpace

Play Episode Listen Later Sep 24, 2025 32:12


The FDA is working to reapprove GSK's long-dormant drug Wellcovorin (leucovorin) for cerebral folate deficiency, which the agency linked to “developmental delays with autistic features.” This immediately followed a much-anticipated press conference in which President Donald Trump, flanked by Health Secretary Robert F. Kennedy Jr and other healthcare administrators, linked the use of Tylenol during pregnancy to rising rates of autism.  Meanwhile, Pfizer woke us all up Monday with the news that it had acquired breakout obesity rockstar Metsera for $4.9B. The deal should pump new life into Pfizer's portfolio, which over the last two years has suffered three discontinued assets. Bite-sized deals—or those at or below the $5 billion mark—have defined biopharma recently, with Roche picking up metabolic dysfunction-associated steatohepatitis biotech 89bio for a potential $3.5 billion last week and Novartis putting another $5.7 billion on the line with partner Monte Rosa Therapeutics in a second molecular glue agreement.  Another therapeutic space primed for M&A action is psychedelics. After AbbVie bought Gilgamesh Pharmaceuticals' lead depression asset for $1.2B last month, BioSpace spoke sought opinions from experts on who might be next to take the plunge. A few potential names included Eli Lilly, Bristol Myers Squibb and Merck.  On the policy front, the CDC's revamped vaccine advisory committee convened for their first meeting to discuss COVID-19, MMRV and hepatitis B vaccine schedules. Industry watchers who spoke to BioSpace commented on the “lack of knowledge” and dearth of previous experience on the committee. And while the advisors ultimately voted to change the schedule for the MMRV vaccine, it appears unlikely to significantly affect manufacturers' bottom lines. Finally, in rare disease, Stealth BioTherapeutics secured its long-sought approval for elamipretide—now Forzinity—in Barth syndrome—a disorder that would fall under the purview of the FDA's new Rare Disease Evidence Principles framework for ultra rare diseases affecting less than 1,000 people in the U.S. And we said “Bye Bye Bluebird,” as the famed gene therapy biotech—which was recently bought out by two private equity firms—returned to its original moniker, Genetix Biotherapeutics.  Lastly, make sure to sign up for Biopharm Executive here for access to a special deep dive into China biopharma.  

The Sure Shot Entrepreneur
Don't Overstretch; Raise The Right Amount of Funding

The Sure Shot Entrepreneur

Play Episode Listen Later Sep 23, 2025 31:52


Tim Guleri, Managing Partner at Sierra Ventures, reflects on 25 years in venture capital and his journey from Chandigarh to Silicon Valley. He shares how hands-on experience as a founder shapes his investing philosophy, why early-stage VCs must guide founders toward long-term fundamentals, and why raising too much capital too soon can hurt a company. Tim explains Sierra's disciplined approach to partnering with entrepreneurs, the power of unique customer insight, and his hope that America preserves its structural advantage in entrepreneurship.In this episode, you'll learn:[02:10] From Chandigarh to Silicon Valley: Tim's path to venture and entrepreneurship[04:09] Lessons from Scopus and Octane: Why lived experience matters more than spreadsheets[06:07] How venture “reinvents itself” and demands a learning mindset[11:43] Sierra Ventures' early-stage focus and flexible check sizes[14:33] Why raising the maximum check can backfire[16:44] The Eudia story: Hundreds of customer interviews and unique insights win conviction[23:07] How Sierra selects only ~2 deals per partner each year[27:26] Tim's message to Washington: Don't overregulate America's greatest gift—entrepreneurshipThe nonprofit organization Tim is passionate about: American India FoundationAbout Tim GuleriTim Guleri is a Managing Partner at Sierra Ventures, where he focuses on AI, enterprise software, and emerging technologies. A successful founder turned investor, Tim led Scopus Technology to an IPO and later founded Octane Software, which was acquired for $3B. Since 2001, he has been a hands-on venture capitalist, backing transformative companies and guiding founders with lessons from both entrepreneurial wins and mistakes.About Sierra VenturesSierra Ventures is a Silicon Valley-based early-stage venture capital firm with over $2B in assets under management and more than four decades of experience. Specializing in enterprise infrastructure and emerging technologies, Sierra partners with founders at seed and Series A stages, providing flexible capital, operational expertise, and trusted connections to help startups scale into market leaders. Portfolio companies include Eudia, Yalo, Spectro Cloud, Endor Labs, Phenom People, Planera, Quintessent, Cimulate, among others.Subscribe to our podcast and stay tuned for our next episode.

How I Built This with Guy Raz
Poppi: Allison and Stephen Ellsworth. From Farmers Market Vinegar Drink to $2B Soda Sensation

How I Built This with Guy Raz

Play Episode Listen Later Sep 22, 2025 66:48


A decade ago, Allison Ellsworth was drinking apple cider vinegar for health reasons and doctoring it with fruit so she could stand the taste. Her husband Stephen helped her turn it into a business by adding carbonation on a hacked soda line in their Dallas townhouse. They called it “Mother Beverage,” and sold out every week at the farmers market…but then heard the words no founder forgets: “Your branding is…sh*t.” What happens next is one of the wildest CPG glow-ups of the 2010s: a Shark Tank deal with brand whisperer Rohan Oza, a full rebrand to Poppi, colored cans that jumped off the shelf, a launch derailed by Covid—and finally, an explosion fueled by Amazon, TikTok, and a Super Bowl moment that planted the flag: We're soda–and we've left the farmers market for good. Five years after its rebrand, Poppi was acquired by Pepsi for nearly $2B. This is the story of the messy bottling line, saying no to “dumb money,” baptism by Shark Tank, and building a generational brand while staying married.In this episode, you'll learn:How rebranding can rescue a beverage, and when to avoid early eye-rolls The hit-and-miss of carbonating on a small scale (and why co-packers said no).How the risky decision to call Poppi “soda” unlocked a new retail set (functional soda).What a Shark Tank partner does during a rebrand window.How Allison seized on TikTok to spike sales during Covid Timestamps:0:10:15 Meeting cute at a snowboard shop → engagement in 7 months 0:14:00 How apple cider vinegar helped Allison's health…but tasted terrible (early flavor hacks) 0:22:36 DIY carbonation disasters: exploding bottles & the 40°F lesson 0:42:28 Selling out at the Dallas Farmers Market 0:37:48 Appearing on Shark Tank while nine months pregnant and the deal with Rohan: “your branding is sh*t.”0:47:02 The nail-biting rebrand from “Mother” to Poppi: colored cans vs. white, and winning the shelf 0:53:44 Expo West canceled by Covid → a massive turnaround fueled by Amazon, Shark Tank, and TikTok1:05:51 Super Bowl ad– “We're soda!”--and the road to a ~$2B Pepsi acquisition 1:07:58 Growing a business while managing a marriage Follow How I Built This:Instagram → @howibuiltthisX → @HowIBuiltThisFacebook → How I Built ThisFollow Guy Raz:Instagram → @guy.razX → @guyrazSubstack → guyraz.substack.comWebsite → guyraz.comThis episode was produced by Rommel Wood with music composed by Ramtin Arablouei. It was edited by Neva Grant with research help from Alex Cheng. Our engineers were Patrick Murray and Jimmy Keeley.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Hyundai/GM Collab, Stellantis EV Tech, Halloween Bigger Than Ever

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Sep 22, 2025 13:12


Shoot us a Text.Episode #1152: Today we're talking Hyundai and GM's detailed game plan for their collab, Stellantis' new EV tech that sheds weight and adds power,, and why Americans are going bigger than ever on Halloween—even with higher prices haunting their budgets.Show Notes with links:Hyundai and GM's strategic collaboration will co-develop five vehicles aimed at growing their presence in the Americas while containing costs in a tightening market.The partnership kicks off in 2028 with an electric commercial van for North America and expands to include a compact crossover, sedan, and two pickups for Central and South America.Initial volumes are expected to hit 100,000 units, with a long-term goal of reaching 800,000 annual sales.Each company will “donate” specific models: Hyundai leads the electric van and compact vehicles, while GM heads development of midsize pickups.The duo will lean into shared logistics, propulsion systems, and battery supply chains to drive efficiency.“We are not going to mix everything to try to do a hybrid — that is not going to work. There is a donor and a receiver of a particular product.” said Hyundai CEO Jose Muñoz.Stellantis is rolling out its new Intelligent Battery Integrated System (IBIS)—a breakthrough powertrain innovation that could redefine EV architecture by baking the charger and inverter directly into the battery pack.IBIS cuts vehicle weight by about 40 kg and frees 17 liters of space, boosting aerodynamics and interior design options.The system improves energy efficiency by up to 10%, slashes charging times by 15%, and delivers 15% more power with no added battery size.Developed in partnership with Saft, Sherpa Engineering, and others, IBIS simplifies servicing and enhances battery reuse for second-life applications.A fully functional prototype is now on the road in a Peugeot E-3008 riding on Stellantis' STLA Medium platform.Consumers may be bracing for price hikes, but that's not stopping them from going big on Halloween this year—with spending expected to hit a record $13.1 billion.Top categories: $4.3B on costumes, $4.2B on decorations, and $3.9B on candy.Per-person spend is also at an all-time high: $114.45, up nearly $11 from last year.79% of shoppers expect higher prices due to tariffs, yet 73% still plan to celebrate.Pets aren't left out—$860M will be spent dressing them up as pumpkins, hot dogs, and bumblebees.Top costumes? Kids are going with Spider-Man, princesses, and witches; adults favor witches, vampires, and pirates.0:00 Intro with Paul J Daly and Kyle Mountsier1:00 Big Announcement on 10.011:25 Announcements2:02 Hyundai and GM To Launch 5 Co-Developed Vehicles5:25 Stellantis' New EV Tech Means Lighter Batteries and Faster Charging10:20 Halloween Spending To Hit $4Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Morning Announcements
Friday, September 19th, 2025 - Trump targets “Antifa”; Operation Overlord; Kimmel vs. Sinclair; Khalil to be deported; Limewire buys Fyre Fest & more

Morning Announcements

Play Episode Listen Later Sep 19, 2025 10:01


Today's Headlines: Trump, posting from London, declared “Antifa” a terrorist organization—even though it's not an actual organization—while mulling racketeering charges with AG Pam Bondi against unnamed left-wing groups. Meanwhile, watchdogs say Russia's “Operation Overlord” is pumping out fake news, memes, and even Pedro Pascal quotes to stir division after Charlie Kirk's assassination. The Pentagon, for its part, is eyeing machine learning-driven propaganda tools abroad, and even floating a recruitment campaign using Turning Point USA offices “in Kirk's honor.” Speaking of deals, the New York Times dropped a bombshell linking Trump's family cryptofirm World Liberty Financial to a $2B investment from the UAE, followed suspiciously by U.S. approval to send Emiratis advanced AI chips—despite intel concerns they'll land in China. In other news, House Oversight launched an investigation into ABC, Disney, and Sinclair over Jimmy Kimmel's suspension after FCC threats. Sinclair called the punishment “not enough” and demanded Kimmel apologize and cut a check to Turning Point USA. The same committee also summoned the CEOs of Discord, Reddit, Twitch, and Steam to testify on platform radicalization October 8. On the Turning Point front, Charlie Kirk's widow Erika Kirk has been unanimously elected as the org's new CEO. On immigration, a judge ordered Columbia grad Mahmoud Khalil to be deported to Syria or Algeria, citing omissions on his green card application—including past political affiliations—though supporters say it's punishment for his activism against the Gaza war. And to end this crazy week, Limewire (yes, Limewire) bought the Fyre Festival brand on eBay for $245K and says it's planning “real world experiences.”  Resources/Articles mentioned in this episode: CNN: Trump says he's designating Antifa as a terrorist organization ABC News: Security analysts flag rise in Russian-created misinformation posts on social media following Kirk shooting The Intercept: Pentagon Document: U.S. Wants to “Suppress Dissenting Arguments” Using AI Propaganda NYT: In Giant Deals, U.A.E. Got Chips, and Trump Team Got Crypto Riches Deadline: Top Oversight Democrat Says He's Launching Investigation Of Trump Administration, ABC And Sinclair Over Jimmy Kimmel Suspension Sinclair: Sinclair Says Kimmel Suspension is Not Enough, Calls on FCC and ABC to Take Additional Action Oversight Committee: Chairman Comer Invites CEOs of Discord, Steam, Twitch, and Reddit to Testify on Radicalization of Online Forum Users - United States House Committee on Oversight and Government Reform Axios: Erika Kirk named new Turning Point USA CEO after Charlie Kirk's death NBC News: Immigration judge orders Mahmoud Khalil to be deported to Algeria or Syria WSJ: Infamous Fyre Festival Sells for Fire-Sale Price of $245,000 NBC NEws: Military leaders consider recruiting campaign centered on Charlie Kirk Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

Business Pants
Kimmel and Disney's political expedience, Exxon bought its vote, and algorithmic autocracy

Business Pants

Play Episode Listen Later Sep 19, 2025 72:07


Story of the Week (DR):Disney Pulls Jimmy Kimmel's Show After Kirk Remarks Republicans Leverage Charlie Kirk's Death to Declare War on Free SpeechCharlie Kirk assassination reignites debate over Section 230 protections for social media companies"Section 230 needs to be repealed. If you're mad at social media companies that radicalize our nation, you should be mad," Sen. Lindsey Graham, R-S.C., said Sunday on NBC's "Meet the Press." "I have a bill that will allow you to sue these people. They're immune from lawsuits."Nexstar And Sinclair, Two Largest Station Groups, Wield Influence In ABC Decision To Pull Jimmy Kimmel In Light Of His Charlie Kirk CommentsA $6.2 billion deal looms over Jimmy Kimmel's suspensionNexstar, the largest station group in the country, is a leading champion in the broadcast industry for the FCC to relax media ownership limits and has a major merger before the Trump administration, its proposed $6.2B acquisition of Tegna, creating a mega-company with 265 stations in 44 states and the District of Columbia, representing 80% of U.S. TV households.Nexstar needs the agency to ease rules that currently limit the percentage a broadcaster can reach to 39% of the nation's television households.Sinclair also is seeking deregulation, and in its statement, it praised Carr. “We appreciate FCC Chairman Carr's remarks today and this incident highlights the critical need for the FCC to take immediate regulatory action to address control held over local broadcasters by the big national networks,” Sinclair said.Nexstar: founder/Chair/CEO Perry SookSinclair: the Smith family: currently nepobaby David Smith; board is 44% SmithWhat to know about Brendan Carr, the FCC chairman who went after Jimmy KimmelIn response to an opinion column in The Washington Post by Mark Zuckerberg, the chief executive of Facebook, outlining his ideas for removing harmful content, Carr criticized Zuckerberg's call for government regulation as a violation of the First Amendment.He later praised Zuckerberg's "instincts" to show Trump's posts that amplified COVID-19 misinformation unaltered.Carr supported Trump's "Executive Order on Preventing Online Censorship" targeting Section 230 of the Communications Decency Act.Trump filed a $15 billion defamation lawsuit against The New York Times and 4 of its journalistsTrump's NYT Lawsuit Dismissed by Republican-Appointed JudgeA federal judge on Friday dismissed Donald Trump's $15 billion defamation lawsuit against The New York Times. U.S. District Judge Steven Merryday: a lawsuit is not "a protected platform to rage against an adversary."Comcast CEO criticizes ex-MSNBC contributor's remarks about Charlie Kirk in memo to staffTrumpy Billionaires Close In on TikTok TakeoverAllies of President Donald Trump are poised to get their hands on TikTok's U.S. operations.Entrepreneur Larry Ellison, worth approximately $350 billion, and Marc Andreessen, a venture capitalist with a $2 billion net worth, have been pals with the president for years.Ellison's software giant Oracle, Andreessen's venture capital firm Andreessen Horowitz, and private equity firm Silver Lake are among a group of U.S. businesses said to be nearing a deal to take over the American operations of the short-form video app, according to a report from The Wall Street Journal.Nestlé Chairman to Step Down After Abrupt CEO FiringNestlé investors demand chair Paul Bulcke resign over CEO churn “I have full trust in Nestlé s new leadership and firmly believe this great company is well positioned for the future,” Bulcke said. “This is the right moment for me to step aside and accelerate the planned transition, allowing Pablo and Philipp to advance Nestlé's strategy and guide the company with a fresh perspective.”Board member (2018-) Pablo Isa new chairThe company appointed Dick Boer as lead independent director and vice chairman of the board of directors as of Oct. 1, while Marie-Gabrielle Ineichen-Fleisch was appointed vice chair of the board.A new ally against excessive CEO Pay: Pope LeoPope Leo appears to be particularly baffled by the Tesla pay package that could turn Elon Musk into the world's first trillionaire: “What does that mean and what's that about? If that is the only thing that has value anymore, then we're in big trouble.”Dave Ramsey Says 'We're Not All Equal. It Doesn't Work That Way' — The Rich Aren't Evil, It's Just Math and Jealousy Fueling the StigmaRashida Tlaib and Bernie Sanders introduce the Tax Excessive CEO Pay Act. Proponents of the bill argue that it will incentivize large corporations to narrow their internal pay disparities by either increasing wages for their lowest-paid employees or reducing executive compensation packages Key Provisions of the Act:Tax Trigger: The new tax would apply to companies with a CEO-to-median-worker pay ratio of 50-to-1 or greater.Graduated Tax Rates: The penalty begins with a 0.5 percentage point tax increase for companies with a pay ratio between 50 and 100-to-1.Progressive Structure: The tax rate increase climbs with the pay ratio:1.0 percentage point for ratios between 100 and 200-to-1.2.0 percentage points for ratios between 200 and 300-to-1.3.0 percentage points for ratios between 300 and 400-to-1.4.0 percentage points for ratios between 400 and 500-to-1.5.0 percentage points for ratios exceeding 500-to-1.Broad Application: The act is intended to apply to both publicly and privately held companies with annual revenues of $100 million or more.Exxon to offer auto-voting to counter shareholder activism. Here's how it works:Opt-In Program: The auto-voting feature is a voluntary, opt-in program for retail investors.Automatic Voting: Once enrolled, an investor's shares will be automatically voted in accordance with the board's recommendations on all proposals at shareholder meetings.Flexibility for Investors: Despite the automated nature, investors will still receive all proxy materials and retain the right to manually override the automatic vote on any specific proposal. They can also opt out of the program at any time, free of charge.Exxon's Stated Rationale:Leveling the Playing Field: Exxon argues that this program is a matter of fairness, designed to give retail investors the same ease of voting that institutional investors have. They contend that individual investors often lack the time and resources to research and vote on complex proxy proposals.Addressing Low Turnout: The company has highlighted that while retail investors hold a significant portion of its shares (nearly 40%), their voting turnout is low (only about a quarter of them vote).Countering Activist Agendas: Exxon has explicitly stated that activist groups have exploited this low retail voter participation to advance their own agendas, which the company claims are often political and detrimental to long-term shareholder value.Texas AG probes proxy advisers Glass Lewis, ISS amid ESG backlash By ReutersExxon Urges Europe to Repeal Rules to Make Companies Track Climate PollutionGoodliest of the Week (MM/DR):DR: Tyson is ditching corn syrupIt also plans to axe sucralose, BHA/BHT, and titanium dioxide from its food by the end of 2025MM: New Poll Finds That Americans Loathe AI53 percent of just over 5,000 US adults polled in June think that AI will "worsen people's ability to think creatively." Fifty percent say AI will deteriorate our ability to form meaningful relationships, while only five percent believe the reverse.MM: Northeast US states form health alliance in response to federal vaccine limits MMAssholiest of the Week (MM):Which capitalist is the bigger assholeBob IgerIger yanked Kimmel after pressure from affiliate owners looking to curry FCC favor in a $6bn mergerThere are comparisons being made to when Iger cancelled Roseanne:From blowhard Iger apologist Jeff Sonnenfeld: “Iger has been a fearless, equal opportunity offender in defending Disney's corporate character, whether from intrusions by the left or by the right. He was criticized harshly from many on the political right when in 2018, he cancelled Rosanne, then ABC's #1 show, when its star imploded with a cruel racial tirade about President Obama's former top advisor, Valerie Jarrett.”Sonnenfeld ignores the content of what was said obviously, since he has to make a point to kiss Iger's ass - Kimmel said MAGA didn't want the shooter to be MAGA, Barr said a black woman was from Planet of the Apes… so, very the same?This isn't about brand protection, this is about economics - and Iger the dealmaker just made a trade: short-term political expediency for cash as he tries to unload ABCIn 2023, Iger was in talks with Nexstar to buy ABC outrightAlso 2023, massive deals between Disney and NexstarNexstar's ABC agreements expire December 202614% of Nexstar stations are ABC affiliates - Tegna would add 7%Disney already was cancelled by the right for having movies that were too woke, now they just Target-ed themselves right in the groinASSHOLE ACTION ITEM:Disney's next AGM is likely March 2026 - buy Disney stock with the intention of voting out every starfucky directorBonus option: buy shares of Coca-Cola, GM, Under Armour, P&G, Reckitt Benckiser, Bristol Myers, Target, Carlyle, and Lululemon to vote the same directors out of ALL their board positions - make shit decisions in one place, you'll make them everywhereDisney's Mel Lagomasino on Coca-Cola with Carolyn Everson (twofer!), Mary Barra at GM, Everson also at Under Armour, Amy Chang at P&G, Jeremy Darroch at Reckitt Benckiser, Derica Rice at Bristol Myers, Target (anti DEI AND anti free speech!), Carlyle, Cal McDonald at LululemonVote out Sonnenfeld - on the board of Lennar Corporation - vote him out for kicks since he's so deferential to CEOs, how on earth can he hold one accountable? Is he the voice of shareholders or CEOs?Perry SookThe buyer! Nexstar looking to acquire Tegna for $6bn, which would consolidate 80% of US households local news stationsNexstar has to make nice with Brendan Carr, chair of the FCC (I miss Lina Kahn… sigh) - and Carr is purely political, so here was how they bent the knee:“Nexstar's owned and partner television stations affiliated with the ABC Television Network will preempt Jimmy Kimmel Live! for the foreseeable future beginning with tonight's show. Nexstar strongly objects to recent comments made by Mr. Kimmel concerning the killing of Charlie Kirk and will replace the show with other programming in its ABC-affiliated markets.”Again, if you read Kimmel's actual comment, he's saying that MAGA doesn't want the shooter to be MAGA… he actually didn't say ANYTHING ELSE about the shooting itselfSonnenfeld: “Kimmel's suggestion that “the MAGA gang (is) desperately trying to characterize this kid who murdered Charlie Kirk as anything other than one of them” doesn't square with the facts which are known at this point. Regardless, these comments are blatantly insensitive as political violence should never be tolerated or exploited as comedic entertainment, no matter who perpetrated it.”Except Kimmel didn't joke about political violence, he joked about the fact that MAGA is super hoping it wasn't their political violence.Perry Sook's political donations have been almost entirely to Republican candidates over the last decade (except for National Association of Broadcasters) - and it's paid offBrendan Carr, Soon To Be FCC Chair, Says Commission Will Back Local TV Stations “Even If That's In Conflict” With Broadcast NetworksNew FCC boss could unleash biggest local TV shakeup in decadesSook owns just under 6% of Nexstar stock, with Vanguard and Blackrock clocking in at a combined 21.8% - meaning about 28% of votes are guaranteed to go with managementMeaning this was all a pretense to consolidate broadcaster ownership - and Sook is one of the winners of the consolidationNow Carr has a reason he can vote for Nexstar purchase, Iger gets out of more ABCASSHOLE ACTION ITEMIt's basically too late to vote against Nexstar's board - their meeting was in June 2025, the merger will be approved by thenYou could maybe buy shares and vote against the mergerAlternatively, buy Yelp (Tony Wells), Denny's (Bernadette Aulestia), and Urban One (Geoffrey Armstrong) to vote out board elsewhereDavid Deniston SmithCEO of Sinclair, owner of 20% of ABC affiliates - the most currently, but post merger would be secondNepo baby Smith, who, with the rest of his brothers and family, own 82% of voting power, are Trump and GOP toadiesAnother mediocre conservative blowhard CEO who spent the last two decades kissing the ass of every republican he can findHe was one of Turning Point USAs biggest donors through his foundation, and issued the following statement: they would “not lift the suspension of ‘Jimmy Kimmel Live!' on our stations until formal discussions are held with ABC regarding the network's commitment to professionalism and accountability,” calling on Kimmel to make a direct apology to the Kirk family, and for the network to make a “meaningful donation” to them and Turning Point USA.In the 00s, Sinclair let a paid Bush administration propagandist deliver reporting on their local news stationsIn Trump 1.0, Sinclair forced local news broadcasters to read off a script about how mainstream media was fake newsIn the 90s, Smith was caught getting a blowjob from a prostituteASSHOLE ACTION ITEMSinclair's board is dual class dictatorship, but you CAN vote out Ben Carson on the DR Horton and Covenant Logistics boards - yes, that Ben CarsonHeadliniest of the WeekDR: Elon Musk Fires 500 Staff at xAI, Puts College Kid in Charge of Training GrokMM: If You Don't Know Who the Underperforming Director Is, It Might Be You!Are the CEO, chair or committee leads soliciting my input off-cycle?Does the CEO and select members of the executive team think of me as a trusted advisor and am I able to constructively coach behind the scenes?If the answers to all of these questions are “No,” it could be a sign that you are not performing to the level expected by your company's management.YOU DON'T REPORT TO MANAGEMENTWho Won the Week?DR: I guess they just win every week: Trumpy and creepy billionaires profiting over an app used primarily by 18-34 year olds (70%): Oracle's Larry Elison, Andreessen Horowitz's Marc Andreessen.MM: Gillette, the razor company: Pete Hegseth goes to war against military beards, stresses ‘grooming standards which underpin the warrior ethos'PredictionsDR: FCC Chair Brendan Carr cancels himself when he digs up reports when he cast himself as a First Amendment purist, denouncing efforts by Democrats and Republicans to lean on TV providers and social media platforms as “censorship” and a “chilling transgression of free speech.”ure on media a ‘chilling transgression of free speech.'”MM: I wrote this on Bluesky two days ago: “The next step for Brendan Carr and the FCC is to repeal Section 230 - after which they can sue social media companies for any anti-conservative posts. Then the silencing is complete until dissent is done via snail mail.” Today, I was right: Charlie Kirk assassination reignites debate over Section 230 protections for social media companies. We're in an era of algorithmic autocracy - Microsoft changed LinkedIn's algorithm earlier this year and there

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
How Lithia Grew To #1, Why Alex Lawrence Is All In On EVs, Meta Bets On New Ray-Bans

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Sep 19, 2025 17:42


Shoot us a Text.Episode #1150: Today we're looking at the story that led Lithia to become the powerhouse it is today, showing a sneak peek of an upcoming interview with Alex Lawrence and talking about Meta's latest tech.Show Notes with links:From one small Dodge store in Oregon to the largest dealership group in the U.S., the DeBoer family's journey with Lithia Motors is a case study in vision, timing, and relentless growth. Automotive News honored Sid and Bryan DeBoer with a Centennial Award for their lasting industry impact.Lithia's roots trace back to 1946, when Walt DeBoer opened a Chrysler-Plymouth-Dodge dealership in Ashland, Ore.After Walt's sudden death in 1968, Sid DeBoer stepped in, rebuilt the business, and grew it into a five-store group by the 1990s.In 1996, Sid took Lithia public, fueling an aggressive acquisition strategy that reshaped the group into a national powerhouse.Bryan DeBoer became CEO in 2012, executing megadeals like DCH Auto Group and expanding into Canada, the U.K., finance, and fleet management.By 2024, Lithia operated 459 stores across three countries, generating $36.2B in revenue and selling more than 780,000 vehicles.Sid on Lithia's future: “We won't stop growing… We're trying to build a business that can survive even if the franchise system falls apart.”Yesterday, Kyle was able to swing by EV Auto in Brentwood to catch up with the one and only Alex Lawrence. After a sneak peek of everything the EV Auto team is planning for the store, including some secrets we can't share, he and Alex sat down to chat about what drives EV Auto and why they're committed to being the biggest seller of EVs in the world.Meta is pushing its wearable technology forward with the launch of new Ray-Ban Display Glasses. The glasses are designed to project information directly into the wearer's line of sight and could signal how everyday computing may evolve.The glasses include a small electronic display on the right lens that shows texts, maps, calls, and translations.Users control the glasses with a neural wristband that detects hand and finger gestures.The product will sell for at least $800 and requires a smartphone connection to operate.The glasses carry a six-hour battery life and weigh three times more than a standard pair of Ray-Bans.Early adoption is expected to come from specialized industries and tech enthusiasts rather than mainstream consumers.Mark Zuckerberg positioned the product within Meta's long-term strategy, stating: “This will be a defining year that determines if we're on a path towards many hundreds of millions, and eventually billions of AI glasses.”0:00 Intro with Paul J Daly and Kyle Mountsier1:45 Deboers Win Automotive News Centennial Award6:20 Interview with Alex Lawrence of EV Auto13:56 Meta Releases Ray-Ban DisplayJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Clean Power Hour
When 1,500 MW Vanished: Peter Kelly-Detwiler on the Hidden Crisis Breaking Our Grid

Clean Power Hour

Play Episode Listen Later Sep 16, 2025 46:28 Transcription Available


The electric grid faces its biggest transformation in decades. Data center demand is set to triple in five years, capacity prices in PJM just hit $329 per megawatt-day, and grid operators are scrambling to prevent blackouts as massive AI facilities pull offline during disturbances.Today on the Clean Power Hour, grid expert Peter Kelly-Detwiler reveals how microgrids and artificial intelligence are creating a "fractal grid" that could solve our mounting reliability crisis. Peter explains the critical difference between traditional microgrids and the emerging "macrogrids" - 500+ megawatt data center installations that function like inverse power plants.Key Topics Discussed:Why NERC is concerned about data centers causing grid failuresThe Dominion Virginia incident, where 1,500MW of data center load was instantly disconnectedHow PJM capacity prices jumped from $30 to $329 per megawatt-dayAI-driven grid controls and their role in managing thousands of distributed resourcesVirtual power plants dispatching 535MW from 100,000+ home batteries in CaliforniaThe economics of microgrids in high-cost regions like PJM and CaliforniaBrooklyn/Queens Demand Management Project: $150M solution vs $1.2B infrastructure upgradeState incentive programs driving storage deploymentThe "bring your own capacity" trend accelerating data center interconnectionsPeter Kelly-Detwiler, author of "Energy Switch" and principal at Northbridge Energy Partners, provides insider analysis on where developers should focus their efforts and how utilities can leverage microgrids to avoid costly infrastructure upgrades.Whether you're an energy professional, developer, or simply curious about the future of electricity, this episode reveals why microgrids are no longer optional, they're essential infrastructure for our digital economy.Connect with Peter Kelly-Detwiler Website: https://www.peterkellydetwiler.com/ LinkedIn: https://www.linkedin.com/in/peterkellydetwiler Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

DIOTALK
DIOTALK Episode #223 Founder of ScaleUpExec, Ashis Gupta.

DIOTALK

Play Episode Listen Later Sep 16, 2025 42:36


Meet: Ashis GuptaHelping businesses unblock growth with access to a proven COO who's already scaled businesses like yours at a fraction of the cost of a full-time hire.I've had a long journey in business and tech (co-founded and sold a wireless company to Qualcomm; managed a ninja operations team at Apple responsible for a $2B/year budget; turned a loss-making E-Comm to +25% EBITDA and sold in 4 years, and now running a “100 Most Promising Companies of 2024” with ScaleUpExec), and in that time I've learned a lot about what truly makes businesses tick.Through these experiences and my years having led teams in large enterprises and startups, I've formulated and implemented counter yet impactful ways of making teams actually impactful to the business while being motivated through the process. I'm a fan of being hands-on with execution (not just with strategy) and have developed an industry-agnostic skillset to solve problems such as creating sales and marketing channels that scale fast; building super-effective yet affordable remote teams; getting founders out of day-to-day operations.I've already had the chance to help 20+ businesses in different industries navigate every kind of problem - from businesses going through existential crises, to ones growing at breakneck speeds - with disproportionate results. And now it's my mission to be of support to more entrepreneurs. That's why I'm building ScaleUpExec, to provide SMBs access to the rare “gems” of COOs who will not only operate and optimize, but also fast-track your business's growth, at a fraction of the cost of a full-timer.DM me if there's any way you think I can be of assistance in your business, or if you just want to get another pair of eyes looking at the problem. I'd love to help.More:Website:https://scaleupexec.com/LinkedIn: https://www.linkedin.com/in/ashish-gup/

OnStage Colorado podcast
Guns and theatre

OnStage Colorado podcast

Play Episode Listen Later Sep 16, 2025 73:35


Ovation West's Tim Kennedy on the Evergreen shooting and ‘Annie Get Your Gun,' plus how guns are portrayed on stage, best practices and this week's Colorado HeadlinersWith recent shootings in mind — particularly the one at Evergreen High School in Colorado — hosts Alex Miller and Toni Tresca take a look at how guns are portrayed in theatre. Also featured is an interview with Tim Kennedy of Ovation West in Evergreen, whose production of Annie Get Your Gun was suspended for its second weekend in light of the shooting.Later in the episode, we run down our list of the Top 10 Colorado Headliners — shows opening around the state that caught our eye. Chapter SummaryEpisode Topic: Guns in TheaterShow Reviews & Discussions[00:00 - 06:30] Opening & Recent Show Experiences[06:30 - 13:30] More Show ReviewsNews Roundup[14:00 - 17:45] Theater NewsOdd Knock Productions creating immersive venue in Rhino Arts DistrictMiners Alley's Assassins promotional video embracing negative reviewsJohn Moore's story about Marine Sergeant Michelle Crowe in Annie Get Your Gun amid Evergreen High School shootingMain Topic: Guns in Theater[17:45 - 26:00] Guns on Stage Discussion[26:00 - 34:15] Safety Guidelines & Best PracticesInterview[37:40 - 60:25] Tim Kennedy - Ovation WestDiscussion of Annie Get Your Gun production during Evergreen High School shootingHistorical context of Buffalo Bill's Wild West ShowColorado Headliners[60:25 - 72:30] Toni Headliners:The Enthusiasts, Buntport Theater, Denver, Sept. 1612th Annual High Plains Comedy Festival, Various Venues along South Broadway in Denver, Sept. 18-20Ms. Holmes & Ms. Watson, Apt. 2B, Colorado Springs Fine Arts Center at Colorado College, Sept. 18-Oct. 5The Wood, The Arts HUB, Lafayette, Sept. 19-21You'll Be Made of Ashes Too, Flamboyán Theatre, Denver, Sept. 19-27Alex Headliners:Miss Manhattan, 19K Productions/CenterStage Theatre, Boulder Dairy Center, Sept. 19-28La Llorona, Chautauqua Park, Boulder, Arts in the Open, Sept. 20-Oct. 26Schoolhouse Rock Live!, Aurora Fox, Sept. 19-Oct. 18The Thin Place, BETC, Denver Savoy Sept. 12-28; Boulder Dairy Oct. 3-16The Happiest Man on Earth, Denver Center, Sept. 19-Nov. 2

The Future of Money
Inside World Liberty Financial: My interview with CEO Zach Witkoff on USD1 and WLFI

The Future of Money

Play Episode Listen Later Sep 15, 2025 8:00


The next frontier of stablecoins: My interview with Zach Witkoff, CEO and Co-Founder of World Liberty Financial - Why World Liberty Financial believes it can rival Tether and Circle with USD1 - How a $2B transaction with Binance was settled in under two seconds, with zero fees - The Trump family's direct involvement in the project and its focus on institutional markets - Why real-world asset tokenisation could be their edge in the coming wave of adoption - How compliance and governance are being positioned as core strengths   Powered by Phoenix Group The full interview is also available on my YouTube channel: YouTube: http://bit.ly/4pk5oy1

EUVC
E579 | This Week in European Tech with Dan, Mads, Andrew, Lomax & Mike

EUVC

Play Episode Listen Later Sep 15, 2025 65:18


Welcome back to another episode of Upside at the EUVC Podcast, where Dan Bowyer, Mads Jensen of SuperSeed, Andrew J Scott of 7percent Ventures, and Lomax unpack the forces shaping European venture capital.This week, veteran journalist Mike Butcher (ex-TechCrunch Europe, The Europas, TechFugees) joins the pod. From the creator economy eating media brands, to Europe's fragmented ecosystem and the capital gap that just won't die, we dive into EU-Inc, Draghi's unfulfilled reforms, ASML's surprise bet on Mistral, Europe's defense awakening, Klarna's IPO, and quantum's hot streak.Here's what's covered:00:01 – Mike's ResetTechCrunch Europe closes; Mike reflects on redundancy, summer off, dabbling in social and video.03:00 – Media Evolution & Creator EconomyFrom '90s trade mags → TechCrunch → The Europas & TechFugees. Blogs as early social media; today's creators (MrBeast, Bari Weiss, Cleo Abram) echo that era. Bloomberg pushes reporters front and center as media becomes personality-driven.06:45 – Europe's Ecosystem & Debate CultureEurope isn't Silicon Valley's 101 highway — it's dozens of fragmented hubs. Conferences like Slush, Web Summit, VivaTech anchor the scene, but the missing ingredient is debate. US VCs spar on stage then grab a beer; Europe is still too polite.12:00 – All-In Summit DebriefMads' takeaways from LA: Musk on robotics (the “hand” bottleneck), Demis Hassabis on AGI (5–10 yrs away), Eric Schmidt on US–China AI race, Alex Karp on Europe's regulatory failures. The Valley vibe captured, but it's only one voice.17:00 – EU-Inc & Draghi ReportDraghi's 383 recommendations, just 11% implemented. €16T in pensions sit mostly in bonds; only 0.02–0.03% flows into VC (vs 1–2% in the US). Permitting bottlenecks: 44 months for energy approvals. Panel calls for a Brussels “crack unit,” employee stock option reform, and fixing skilled migration.35:00 – Deal of the Week: ASML × MistralASML leads a €2B round in Mistral at €11B valuation. Strategic and cultural fit (Netherlands ↔ Paris) mattered more than sovereignty. Mads: 14× revenue is a bargain vs US peers. Andrew: proof Europe's VCs are too small — corporates must fill the gap. Lomax: ASML knows it's a one-trick pony with 90% lithography share; diversifying into AI hedges risk.49:00 – Defense & Industrial BaseRussian drones hit Poland, NATO urgency spikes. UK pledges defense spend to 2.5% GDP by 2027, but procurement bottlenecks persist. Poland cuts red tape under fire; UK moves at peacetime pace. Andrew: real deterrence is industrial capacity. Mike: primes must be forced to buy from startups; dual-use innovators like Helsing show the way.59:00 – Klarna IPO & the Klarna MafiaKlarna IPOs at $15B (down from $46B peak). Oversubscribed; Sequoia nets ~$3.5B; Atomico 12M → 150M. A new “Klarna Mafia” of angels and operators will recycle liquidity back into Europe's ecosystem.01:03:00 – Quantum's Hot StreakPsiQuantum ($7B, Bristol roots), Quantinuum ($10B, Cambridge), IQM (Finland unicorn), Oxford Ionics' $1B exit. Europe has parity in talent but lacks growth capital. Lomax: “Quantum is hot, but a winter will come.” Andrew: Europe can win here — if the money shows up.01:05:00 – Wrap-upThe pod ends on optimism: Europe may not own AGI, but in quantum it has a fair fight.

In Depth
Saying yes to everything: How customer obsession built Samsara | Kiren Sekar (CPO)

In Depth

Play Episode Listen Later Sep 11, 2025 68:57


Kiren Sekar is the CPO of Samsara, a company that brings real-time visibility, analytics, and AI to physical operations. Before Samsara, Kiren was an early leader at Meraki, which was acquired by Cisco for $1.2B. In this episode, he walks us through Samsara's origin story: from hardware hacking in a basement to scaling a cross-industry IoT platform. He shares how early customer feedback loops led to the company's first product, why starting with the mid-market was a deliberate choice, and how Samsara kept a startup mindset even as it scaled. In this episode, we discuss: Lessons from Meraki's acquisition by Cisco How Kiren hires for intrinsic motivation Why Samsara was built for operations industries The early hardware prototype and the Cowgirl Creamery insight Building broad vs. niche from day one The shift from founder-selling to a scalable sales motion Organizing product teams around revenue vs. experience How Samsara uses LLMs and AI today What Kiren learned from longtime co-founder Sanjit Biswas Where to find Kiren: LinkedIn: https://www.linkedin.com/in/kirensekar/ Where to find Brett: LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ Twitter/X: https://twitter.com/brettberson References: Cisco: https://www.cisco.com/ Clay: https://www.clay.com/ Cowgirl Creamery: https://cowgirlcreamery.com/ IBM: https://www.ibm.com/ Meraki: https://meraki.cisco.com/ Microsoft: https://www.microsoft.com/ Salesforce: https://www.salesforce.com/ Samsara: https://www.samsara.com/ Sanjit Biswas: https://www.linkedin.com/in/sanjitbiswas/ Uber: https://www.uber.com/ Timestamps: (01:27) Meraki's growth and acquisition by Cisco (03:25) The "evaporating" exit strategy from Meraki (04:42) Identifying the IoT market gaps (07:38) The early keys to success at Samsara (09:39) What does quality mean to Kiren? (10:54) Building a customer-centric roadmap (17:34) Early customer research and the failed fridge monitoring idea (20:57) How a cheese producer helped create Samsara's first prototype (28:06) Balancing depth and breadth in customer profiles (33:45) Developing customer trust to build feedback loops (40:27) How “ease of use” became a growth secret (44:23) Pricing strategies and market positioning (51:51) How Meraki influenced Samsara's GTM strategy (57:19) Helping customers navigate change management (1:00:48) How Samsara's team evolved during rapid growth (1:04:03) What AI means for an IoT giant

Chain Reaction
pump.fun's Sapijiju: First-Ever Discussion on Building the Future of Social Trading

Chain Reaction

Play Episode Listen Later Sep 8, 2025 66:36


Anil Lulla and Yan Liberman host Sapijiju, co-founder of Pump.fun. Sapijiju shares Pump.fun's bigger vision: beyond meme coins, it's aiming to be the most rewarding social platform, revolutionizing creator monetization, and building a $2B-backed financial ecosystem.Pump.fun: https://pump.fun

Deconstructor of Fun
304. The Founder's Dilemma: Equity vs. User Acquisition Financing

Deconstructor of Fun

Play Episode Listen Later Sep 8, 2025 73:59


Mishka Katkoff sits down with Pranav Singhvi (General Catalyst, Customer Value Fund) and Joe Wadakethalakal (PVX Partners) to unpack the rise of UA financing, a new capital instrument that lets gaming and app companies scale user acquisition without giving up massive chunks of equity.We break down:1. Why traditional VC or debt financing is often a poor fit for customer acquisition.2. The origins of UA financing and why treating cohorts as “assets” changes the game.3. The differences between PVX Partners' gaming-first model and General Catalyst's broader CVF.4. Success stories like Superplay's $2B exit, powered by UA financing.5. How founders should think about timing, risk, and capital allocation.6. Why CAC is the new CAPEX, and how EBITCAC could replace EBITDA as the real profitability metric for gaming and app businesses.00:00 – Guest Intros (Pranav Singhvi & Joe Wadakethalakal)01:00 – What is UA Financing05:30 – PVX Partners vs. Customer Value Fund15:00 – Equity vs. UA Financing: Which Capital Fits Which Stage?19:15 – Founders as Capital Allocators: Balancing Risk, Growth & Dilution22:30 – What Returns Look Like in UA Financing (Real Economics)24:30 – Scaling Beyond Balance Sheet Limits28:00 – When Is the Right Time to Use UA Financing? 32:00 – LTV Curves, Incremental ROAS & Product Readiness35:30 – Case Study: How Superplay Used UA Financing to Reach a $2B Exit38:50 – PVX Success Stories 41:40 – Managing Risk: Oversight & Skin in the Game48:00 – What Counts as CAC? Influencers, Celebs, and Brand Marketing49:40 – The Future of UA Financing & Cohorts as a New Asset Class52:40 – CAC is the New CAPEX: Rethinking EBITDA as EBITCAC57:30 – Why Tech Companies Look Unprofitable but Aren't59:00 – Advice for Founders Considering UA Financing01:04:00 – Capturing Market Share Before Competitors Catch Up01:07:00 – Final Takeaways & Closing Thoughts

Madigan's Pubcast
Episode 240: Fantasy Football Drafts, Radioactive Shrimp, & The Great Cracker Barrel Disaster

Madigan's Pubcast

Play Episode Listen Later Aug 27, 2025 96:57


INTRO (00:24): Kathleen opens the show drinking a Tennessee Vol Lager from Yee-Haw Brewing Company.    TOUR NEWS: See Kathleen live on her “Day Drinking Tour.”   COURT NEWS (12:55): Kathleen shares news announcing that Snoop Dogg is continuing his youth football camps, Colorado State University is starting a class called “Spanish for Swifties,” and Dolly's musical is being considered for another extension in Nashville.    TASTING MENU (4:05): Kathleen samples Terrapin Ridge Farms Dill Pickle Aioli, Lay's Frank's Red Hot Potato Chips, and Pringles Ghost Pepper Ranch chips.    UPDATES (30:23): Kathleen shares updates on Red Lobster's official exit from bankruptcy, Anna Delvey is selling Bunnygate t-shirts, Vegas has announced a new Blake Shelton residency, and Burning Man had an apocalyptic start.   HOLY SHIT THEY FOUND IT (39:25): Kathleen reveals that a 6 ½ foot long orange nurse shark was caught off the coast of Costa Rica, and first edition copy of The Hobbit has been found while cleaning out a home in Britain.    FRONT PAGE PUB NEWS (44:35): Kathleen shares articles on Cracker Barrel's recent logo change, AppleTV is raising their rates, Southwest Airlines has a new policy for excessively overweight people, Disneyland is changing their early entry policy, Chick-Fil-A is implementing a Teen Chaperone policy, Bed Bath & Beyond is boycotting California, Burning Man opens to apocalyptic weather, and Walmart pulls radioactive shrimp from its freezers.    SAINT OF THE WEEK (1:26:22): Kathleen reads about St. Agatha, patron saint of jewelers, breast cancer patients, bellfounders and fire.    WHAT ARE WE WATCHING (34:25): Kathleen recommends watching “America's Team: The Gambler and His Cowboys” on Netflix, “Hostage” on Netflix, and “One Night In Idaho: The College Murders” on Prime Video.    FEEL GOOD STORY (1:22:44): Kathleen reads highlights of Nike's Phil Knight donating $2B to cancer research, and the Baltimore Ravens' Lamar Jackson receives a gift from #BillsMafia.   

Entrepreneurs on Fire
How to Build a Billionaire Brand with Grant Cardone: An EOFire Classic from 2022

Entrepreneurs on Fire

Play Episode Listen Later Aug 22, 2025 29:31


From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Grant Cardone is the CEO of Cardone Enterprises, Cardone Capital, international speaker, entrepreneur, author of The 10X Rule and creator of 21 best-selling business programs. He owns and operates seven privately held companies and a 2B dollars portfolio of multi-family properties. Named the number 1 marketer to watch by Forbes Magazine, Cardone is also the founder of the The 10X Movement and The 10X Growth Conference, the world's largest business and entrepreneur conference. Top 3 Value Bombs 1. Start thinking about how you can get your life 10x better than it is. The more you have, the easier your life is going to get. Bigger is better. 2. You'll have an audience of people who'll either love you or hate you. The ones who love you will throw down for you. The ones who hate you for whatever reason will do their best to promote you unknowingly. 3. A great artist can become a great business person, and a great business person will not be great without having really tapped into their artist. Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies! Learn more at HighLevelFire.com. Public - Build a multi-asset portfolio of stocks, bonds, options, crypto, and more. Go to Public.com/fire to fund your account in five minutes or less. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA and SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability - verify independently before use. Rate as of 6/24/25. APY is variable and subject to change. Terms and Conditions apply.