Podcasts about 3B

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Latest podcast episodes about 3B

This Week in Machine Learning & Artificial Intelligence (AI) Podcast
Recurrence and Attention for Long-Context Transformers with Jacob Buckman - #750

This Week in Machine Learning & Artificial Intelligence (AI) Podcast

Play Episode Listen Later Oct 7, 2025 57:23


Today, we're joined by Jacob Buckman, co-founder and CEO of Manifest AI to discuss achieving long context in transformers. We discuss the bottlenecks of scaling context length and recent techniques to overcome them, including windowed attention, grouped query attention, and latent space attention. We explore the idea of weight-state balance and the weight-state FLOP ratio as a way of reasoning about the optimality of compute architectures, and we dig into the Power Retention architecture, which blends the parallelization of attention with the linear scaling of recurrence and promises speedups of >10x during training and >100x during inference. We review Manifest AI's recent open source projects as well: Vidrial—a custom CUDA framework for building highly optimized GPU kernels in Python, and PowerCoder—a 3B-parameter coding model fine-tuned from StarCoder to use power retention. Our chat also covers the use of metrics like in-context learning curves and negative log likelihood to measure context utility, the implications of scaling laws, and the future of long context lengths in AI applications. The complete show notes for this episode can be found at https://twimlai.com/go/750.

Let's Talk AI
#221 - OpenAI Codex, Gemini in Chrome, K2-Think, SB 53

Let's Talk AI

Play Episode Listen Later Oct 7, 2025 47:01


Our 221st episode with a summary and discussion of last week's big AI news!Recorded on 09/19/2025Note: we transitioned to a new RSS feed and it seems this did not make it to there, so this may be posted about 2 weeks past the release date.Hosted by Andrey Kurenkov and co-hosted by Michelle LeeFeel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.aiRead 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 / BanterTools & 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 - CNETApplications & 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 | TechCrunchProjects & 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 EngineeringResearch & 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 ModelPolicy & 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 SummariesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Hacker News Recap
October 2nd, 2025 | How Israeli actions caused famine in Gaza, visualized

Hacker News Recap

Play Episode Listen Later Oct 3, 2025 14:46


This is a recap of the top 10 posts on Hacker News on October 02, 2025. This podcast was generated by wondercraft.ai (00:30): How Israeli actions caused famine in Gaza, visualizedOriginal post: https://news.ycombinator.com/item?id=45447699&utm_source=wondercraft_ai(01:54): Signal Protocol and Post-Quantum RatchetsOriginal post: https://news.ycombinator.com/item?id=45451527&utm_source=wondercraft_ai(03:18): Immich v2.0.0 – First stable releaseOriginal post: https://news.ycombinator.com/item?id=45446834&utm_source=wondercraft_ai(04:42): OpenAI's H1 2025: $4.3B in income, $13.5B in lossOriginal post: https://news.ycombinator.com/item?id=45453586&utm_source=wondercraft_ai(06:06): Potential issues in curl found using AI assisted toolsOriginal post: https://news.ycombinator.com/item?id=45449348&utm_source=wondercraft_ai(07:30): Apple takes down ICE tracking apps after pressure from DOJOriginal post: https://news.ycombinator.com/item?id=45457333&utm_source=wondercraft_ai(08:54): NL Judge: Meta must respect user's choice of recommendation systemOriginal post: https://news.ycombinator.com/item?id=45448326&utm_source=wondercraft_ai(10:18): Playball – Watch MLB games from a terminalOriginal post: https://news.ycombinator.com/item?id=45451577&utm_source=wondercraft_ai(11:42): Two Amazon delivery drones crash into crane in commercial area of Tolleson, AZOriginal post: https://news.ycombinator.com/item?id=45450449&utm_source=wondercraft_ai(13:06): Red Hat confirms security incident after hackers breach GitLab instanceOriginal post: https://news.ycombinator.com/item?id=45448772&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai

The Jordan Harbinger Show
1217: Evan Osnos | The Haves and Have-Yachts of American Oligarchy

The Jordan Harbinger Show

Play Episode Listen Later Oct 2, 2025 76:43


Money and power are merging on the high seas. The New Yorker's Evan Osnos exposes how super yachts became the new seat of American oligarchy.Full show notes and resources can be found here: jordanharbinger.com/1217What We Discuss with Evan Osnos:Billionaire political donations increased 200x in 20 years ($25M to $3B in 2024), marking America's shift from democracy to oligarchy — where economic and political power fuse.Super yachts are floating power centers — not just status symbols but boardrooms, tax havens, and networking hubs where billion-dollar deals happen beyond public scrutiny and regulation.Each super yacht pollutes like 1,500 cars running continuously, costs 10 percent of its purchase price annually to maintain, and creates toxic work environments for crew in legal gray zones.The ultra-wealthy face insatiable desire — where 50-meter boats become "embarrassing," half-billion-dollar yachts are "quite nice," and satisfaction remains perpetually out of reach.History shows extreme inequality resolves through crisis — war, revolution, or pandemic. But we can prevent these outcomes by making systems less advantageous to the few and more inclusive to all. Support politicians who limit campaign finance influence. Vote with your wallet. Build communities that value contribution over consumption. Small actions compound: we shape culture by what we celebrate and reject.And much more...And if you're still game to support us, please leave a review here — even one sentence helps! Sign up for Six-Minute Networking — our free networking and relationship development mini course — at jordanharbinger.com/course!Subscribe to our once-a-week Wee Bit Wiser newsletter today and start filling your Wednesdays with wisdom!Do you even Reddit, bro? Join us at r/JordanHarbinger!This Episode Is Brought To You By Our Fine Sponsors:Beam: Up to 30% off: shopbeam.com/JHS, code JHSFactor: 50% off first box: factormeals.com/jordan50off, code JORDAN50OFFGelt: 10% off 1st year: joingelt.com/jhsKa'Chava: 15% off: kachava.com, code JORDANSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ordway, Merloni & Fauria
Reacting to the Red Sox losing WC Game 2

Ordway, Merloni & Fauria

Play Episode Listen Later Oct 2, 2025 18:11


Segment - Andy and Ted react to the Red Sox losing Game 2 in New York, including Duran's dropped ball in LF, Bello being pulled early, Eaton not going from 3B, and more

Stories Inside the Man Cave
Lets Talk About it with Stephen F. Austin State University Athletics Director, Michael McBroom

Stories Inside the Man Cave

Play Episode Listen Later Oct 2, 2025 17:13 Transcription Available


Send us a textWe map how Stephen F. Austin's move into the UT System unlocks a sweeping master plan for academics, campus life, and athletics, and why alumni support now can lift both the fan experience and the value of every SFA degree. AD Michael McBroom lays out funding realities, design priorities, and the path to premier mid‑major status.• SFA's transition into the University of Texas System and why it matters• Breakdown of the $1.3B master plan across academics, campus life, athletics• How revenue bonds, state funds, and private gifts fit together• The role of alumni giving, corporate sponsors, and naming rights• Why facilities upgrade the student experience and brand reach• Momentum signals on campus and keeping it going• Design input from coaches and athletes to drive competitive advantage• Vision for Homer Bryce Stadium and modern game-day experience• Degree value rising with visible, sustained campus investment• A light man cave story and the human side of game-day passionIf you want to be a part of Stephen F. Austin Athletics, get a part of this momentum, click on this link below, whether it's Facebook, Instagram, X, and I'm not trying to get you to contribute to my alma mater. No, we are yes, we are, we are. It's yes, and we're shameless about it.Support the showPlease like and follow each of Stories Inside the Man Cave Podcast social media links on Facebook, Twitter, YouTube, Instagram, and Tik Tok.

Oxford Policy Pod
Changing Education Through International Development Organisations with Emiliana Vegas

Oxford Policy Pod

Play Episode Listen Later Oct 1, 2025 57:09


Emiliana Vegas is one of Latin America's leading voices in education policy. Originally from Venezuela, she studied at Harvard and went on to senior roles at the World Bank and the Inter-American Development Bank, where—as Division Chief of Education—she managed a portfolio of over $3B a year in grants and loans. In this conversation, she reflects on what it really takes to move from evidence to systems change inside international development organisations. We discuss her new book, Let's Change the World, and the practical lessons she draws for people working in or with multilaterals: why evidence must travel with values; how autonomy and judgment at the task-team level shape outcomes; the cultural and governance differences between the World Bank and the IDB; and what “cross-regional learning” looks like in practice. Emiliana walks through the Chile reform episode on quality assurance, the importance of co-creation with governments, and her personal “70/30 rule” for knowing when it's time to seek a new challenge. We also reflected upon Latin America's education journey in recent years — from the expansion of access to the enduring challenge of learning — and the opportunities that lie ahead.

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
20VC: OpenAI and Anthropic Will Build Their Own Chips | NVIDIA Will Be Worth $10TRN | How to Solve the Energy Required for AI... Nuclear | Why China is Behind the US in the Race for AGI with Jonathan Ross, Groq Founder

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

Play Episode Listen Later Sep 29, 2025 81:29


Jonathan Ross is the Founder & CEO of Groq, the AI chip company redefining inference at scale. Under his leadership, Groq has raised over $3B from top investors. The company has reached a valuation of nearly $7B, positioning itself as one of NVIDIA's most formidable challengers. Previously at Google, Jonathan led the team that built the first Tensor Processing Unit (TPU), making him one of the leading architects of modern AI hardware. AGENDA: 00:00 The Future of AI and Compute 05:07 Why the Hyperscalers Have to Keep Spending Recklessly on AI 12:49 Why OpenAI and Anthropic Will Have to Build Their Own Chips 19:47 OpenAI and Anthropic Will be $5BN Companies: The Bull Case 29:50 Why China is Behind the US in AI and Deepseek is More Expensive to Run 33:55 How Europe Could Compete in AI and Why the US is More Risk Averse Than Europe 42:51 Why AI Will Lead to Too Many Not Too Few Jobs 43:19 Deflationary Pressures and New Job Markets 45:51 The Future of Vibe Coding 47:14 Why AI Companies Should Strive to Have Low Margins 49:31 Why We Have to Have Nuclear Energy and How to Bring it Back 56:55 How Permits are Ruining the Potential of AI 01:03:58 Why OpenAI and Anthropic are so Undervalued 01:16:53 Quickfire: Biggest Fear, Nvidia: $10TRN, Zuck Buying AI: Work or Not  

Pod of Fame
Graig Nettles with Dr. Paul Semendinger

Pod of Fame

Play Episode Listen Later Sep 29, 2025 75:37


Jim is joined by author Dr. Paul Semendinger to break down the career and HOF candidacy of former MLB third baseman Graig Nettles. First, they cover the various characters of the Bronx Zoo and whether Nettles is the greatest 3B in Yankees franchise history (7:58). Next, they walk through Nettles' performance in the 1981 ALCS, why he reminds us a bit of Brooks Robinson, and where he ranks among the best 3B of his era (19:48). Finally, they discuss the significance of Nettles' low career batting average and on-base percentage (49:16), before making a final call on whether Nettles belongs in the Baseball Hall of Fame (1:01:46).

@HPCpodcast with Shahin Khan and Doug Black

- "World Models” aim for the next big thing in AI - Microsoft's $3.3B datacenter, with a $4B one to Follow - OpenAI talks central-park-sized datacenter, times 13 - In-Chip ‘Microfluidics' cooling - Caltech tames 6,100 neutral atom qubits with 12,000 optical tweezers [audio mp3="https://orionx.net/wp-content/uploads/2025/09/HPCNB_20250929.mp3"][/audio] The post HPC News Bytes – 20250929 appeared first on OrionX.net.

We're All Set
“Imaginary Numbers” Episode (Cardi Drops, Ticketmaster's $3B Jig; Black Ownership; YB Tour Mayhem)

We're All Set

Play Episode Listen Later Sep 28, 2025 68:41


We're back outside—LIVE on Twitch—and diving straight into the chaos. Cardi B's out and the timeline is tight about those “add-on” singles juicing first-week numbers. Is it corny…or just industry standard? We talk sales manipulation vs. marketing, then pivot to a real convo on Black ownership—why sometimes the quiet bag beats the loud announcement, and why “community support” has to come with A-1 product and service, not just vibes.From there, we unpack Dame Dash—legendary contributions vs. messy delivery—and touch the Freeway “honorary sheriff” dust-up. We hit the Max B watch (just come home and chill, please), run a quick Cardi/JT & BIA diss check, then slide into the Drip Report: Morehouse x Nike Air Max 95s (fire) and Anthony Edwards' AE2 (Adidas looking spooky good).Second half turns up: Elite Scumbaggery (Corporate Edition) goes to Ticketmaster/Live Nation over the alleged $3B resale machine. We talk YoungBoy tour drama and fan antics, the internet's latest “David/D4…whatever” horror story, then cleanse the palette with boxing (Crawford supremacy talk), NFL red-zone frustrations, and NBA chatter—Pat Bev vs. Trae, the USA vs. World All-Star twist, and why true floor generals are an endangered species.We close on We're All Set Segment Tap in, run the comments, and follow everywhere: TikTok, Twitch, IG, and the store.00:00 – Cold Open: “Cardi B is out” and the add-on singles debate2:33 - Live on TWITCH and New Content4:52 – Black Ownership: Why announcing ownership can backfire (climate & bias)6:15 – Support ≠ pass: A-1 product/service over “because I'm Black”17:29 – Let the product speak; reveal ownership later12:19 – Dame Dash: legacy vs. messy delivery19:00 – Freeway “honorary sheriff”: recognition vs. “sellout” labels22:38 – Max B watch: “Come home and chill”25:10 – Back to Cardi: the diss checks—BIA & JT breakdown33:12 – DRIP REPORT: Morehouse x Nike Air Max 9533:53 – Gifted pairs, alumni flex, and why 95s always hit35:19 – AE2 by Anthony Edwards: Adidas hoops on a run36:50 – Sponsor: Xevo Life (code ALLSET for 30% off)37:10 – Elite Scumbaggery: Ticketmaster/Live Nation $3B jig40:38 – Digital “sold out,” resale control, consumer cooked43:08 – YoungBoy tour stop canceled; fan chaos & security lines crossed45:38 – “David/D4vd?” controversy talk (messy facts, nasty look)49:25 – Boxing reset: Crawford dominance & who's left52:24 – NFL quick hits: Lamar's red-zone calculus & Henry's fumbles56:45 – NBA: Pat Bev vs. Trae Young—who's really valid?59:15 – All-Star game: effort, nostalgia, bring back East vs. West?1:05:07 – We're All Set Segment: media spin & political cosplayhttps://www.youtube.com/channel/UCZdlA9w1H0UAR8fW5nINI9Q?sub_confirmation=1Donate To Help Us Make More Content and Buy Merch @ www.AllSetPod.storeFollow Us On Social Media @WereAllSetPodPodcast Audio linksApple -https://podcasts.apple.com/us/podcast/were-all-set/id1476457304Spotify - https://open.spotify.com/show/6frdwXOehWMk5OPj2YnAMa?si=nGrL2OFCQ3u_yf-hJs9lhQGoogle Pods -https://podcasts.google.com/feed/aHR0cDovL2ZlZWRzLnNvdW5kY2xvdWQuY29tL3VzZXJzL3NvdW5kY2xvdWQ6dXNlcnM6NTQ4NTIzNTAxL3NvdW5kcy5yc3MAmazon - https://www.amazon.com/Were-All-Set/dp/B08JJR8DSFPandora - https://www.pandora.com/podcast/were-all-set/PC:1000430306ListenNotes.com - https://www.listennotes.com/podcasts/were-all-set-all-set-media-K73x2ck58fg/Overcast - https://overcast.fm/itunes1476457304/were-all-setPocket Casts - https://pca.st/cwq90uydRadio Public - https://radiopublic.com/were-all-set-8jOkelhttps://www.youtube.com/channel/UCZdlA9w1H0UAR8fW5nINI9Q?sub_confirmation=1

America on the Road
2026 Genesis GV70 Review, 2025 Subaru Forester Hybrid First Drive, and the Truth About AI in Cars

America on the Road

Play Episode Listen Later Sep 27, 2025 44:31


Description:This week on America on the Road, we get behind the wheel of two standout SUVs—one that screams luxury, and another that leans into green. Host Jack Nerad road tests the 2026 Genesis GV70 3.5T Sport Prestige, a twin-turbocharged powerhouse wrapped in premium materials and loaded with high-end tech. Co-host Chris Teague takes a first drive in the 2025 Subaru Forester Hybrid, as the rugged favorite evolves with electrification while staying true to its roots. Our special guest is Kathleen Rizk, Senior Director of User Experience Benchmarking and Technology at J.D. Power, who joins Jack to discuss how drivers are reacting to AI-powered features in modern vehicles. Are consumers onboard—or overwhelmed?

Digital Currents
Bitcoin's September Shakeout to Nvidia's $100B AI Power Play

Digital Currents

Play Episode Listen Later Sep 26, 2025 58:52


In this episode of ABCDs, we cover why options and leverage may explain Bitcoin's rough September, the rise of crypto treasury stock buybacks, and Strive's $1.3B deal to acquire Semler as smaller players consolidate to compete with giants. We also break down Nvidia's $100B commitment to OpenAI, which likely drove Oracle's stock surge. Finally, we examine the overlooked challenge of data center power consumption as AI growth becomes increasingly concentrated. Remember to Stay Current!  To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com  Legal Disclaimer  This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

The top AI news from the past week, every ThursdAI

This is a free preview of a paid episode. To hear more, visit sub.thursdai.newsHola AI aficionados, it's yet another ThursdAI, and yet another week FULL of AI news, spanning Open Source LLMs, Multimodal video and audio creation and more! Shiptember as they call it does seem to deliver, and it was hard even for me to follow up on all the news, not to mention we had like 3-4 breaking news during the show today! This week was yet another Qwen-mas, with Alibaba absolutely dominating across open source, but also NVIDIA promising to invest up to $100 Billion into OpenAI. So let's dive right in! As a reminder, all the show notes are posted at the end of the article for your convenience. ThursdAI - Because weeks are getting denser, but we're still here, weekly, sending you the top AI content! Don't miss outTable of Contents* Open Source AI* Qwen3-VL Announcement (Qwen3-VL-235B-A22B-Thinking):* Qwen3-Omni-30B-A3B: end-to-end SOTA omni-modal AI unifying text, image, audio, and video* DeepSeek V3.1 Terminus: a surgical bugfix that matters for agents* Evals & Benchmarks: agents, deception, and code at scale* Big Companies, Bigger Bets!* OpenAI: ChatGPT Pulse: Proactive AI news cards for your day* XAI Grok 4 fast - 2M context, 40% fewer thinking tokens, shockingly cheap* Alibaba Qwen-Max and plans for scaling* This Week's Buzz: W&B Fully Connected is coming to London and Tokyo & Another hackathon in SF* Vision & Video: Wan 2.2 Animate, Kling 2.5, and Wan 4.5 preview* Moondream-3 Preview - Interview with co-founders Via & Jay* Wan open sourced Wan 2.2 Animate (aka “Wan Animate”): motion transfer and lip sync* Kling 2.5 Turbo: cinematic motion, cheaper and with audio* Wan 4.5 preview: native multimodality, 1080p 10s, and lip-synced speech* Voice & Audio* ThursdAI - Sep 25, 2025 - TL;DR & Show notesOpen Source AIThis was a Qwen-and-friends week. I joked on stream that I should just count how many times “Alibaba” appears in our show notes. It's a lot.Qwen3-VL Announcement (Qwen3-VL-235B-A22B-Thinking): (X, HF, Blog, Demo)Qwen 3 launched earlier as a text-only family; the vision-enabled variant just arrived, and it's not timid. The “thinking” version is effectively a reasoner with eyes, built on a 235B-parameter backbone with around 22B active (their mixture-of-experts trick). What jumped out is the breadth of evaluation coverage: MMU, video understanding (Video-MME, LVBench), 2D/3D grounding, doc VQA, chart/table reasoning—pages of it. They're showing wins against models like Gemini 2.5 Pro and GPT‑5 on some of those reports, and doc VQA is flirting with “nearly solved” territory in their numbers.Two caveats. First, whenever scores get that high on imperfect benchmarks, you should expect healthy skepticism; known label issues can inflate numbers. Second, the model is big. Incredible for server-side grounding and long-form reasoning with vision (they're talking about scaling context to 1M tokens for two-hour video and long PDFs), but not something you throw on a phone.Still, if your workload smells like “reasoning + grounding + long context,” Qwen 3 VL looks like one of the strongest open-weight choices right now.Qwen3-Omni-30B-A3B: end-to-end SOTA omni-modal AI unifying text, image, audio, and video (HF, GitHub, Qwen Chat, Demo, API)Omni is their end-to-end multimodal chat model that unites text, image, and audio—and crucially, it streams audio responses in real time while thinking separately in the background. Architecturally, it's a 30B MoE with around 3B active parameters at inference, which is the secret to why it feels snappy on consumer GPUs.In practice, that means you can talk to Omni, have it see what you see, and get sub-250 ms replies in nine speaker languages while it quietly plans. It claims to understand 119 languages. When I pushed it in multilingual conversational settings it still code-switched unexpectedly (Chinese suddenly appeared mid-flow), and it occasionally suffered the classic “stuck in thought” behavior we've been seeing in agentic voice modes across labs. But the responsiveness is real, and the footprint is exciting for local speech streaming scenarios. I wouldn't replace a top-tier text reasoner with this for hard problems, yet being able to keep speech native is a real UX upgrade.Qwen Image Edit, Qwen TTS Flash, and Qwen‑GuardQwen's image stack got a handy upgrade with multi-image reference editing for more consistent edits across shots—useful for brand assets and style-tight workflows. TTS Flash (API-only for now) is their fast speech synth line, and Q‑Guard is a new safety/moderation model from the same team. It's notable because Qwen hasn't really played in the moderation-model space before; historically Meta's Llama Guard led that conversation.DeepSeek V3.1 Terminus: a surgical bugfix that matters for agents (X, HF)DeepSeek whale resurfaced to push a small 0.1 update to V3.1 that reads like a “quality and stability” release—but those matter if you're building on top. It fixes a code-switching bug (the “sudden Chinese” syndrome you'll also see in some Qwen variants), improves tool-use and browser execution, and—importantly—makes agentic flows less likely to overthink and stall. On the numbers, Humanities Last Exam jumped from 15 to 21.7, while LiveCodeBench dipped slightly. That's the story here: they traded a few raw points on coding for more stable, less dithery behavior in end-to-end tasks. If you've invested in their tool harness, this may be a net win.Liquid Nanos: small models that extract like they're big (X, HF)Liquid Foundation Models released “Liquid Nanos,” a set of open models from roughly 350M to 2.6B parameters, including “extract” variants that pull structure (JSON/XML/YAML) from messy documents. The pitch is cost-efficiency with surprisingly competitive performance on information extraction tasks versus models 10× their size. If you're doing at-scale doc ingestion on CPUs or small GPUs, these look worth a try.Tiny IBM OCR model that blew up the charts (HF)We also saw a tiny IBM model (about 250M parameters) for image-to-text document parsing trending on Hugging Face. Run in 8-bit, it squeezes into roughly 250 MB, which means Raspberry Pi and “toaster” deployments suddenly get decent OCR/transcription against scanned docs. It's the kind of tiny-but-useful release that tends to quietly power entire products.Meta's 32B Code World Model (CWM) released for agentic code reasoning (X, HF)Nisten got really excited about this one, and once he explained it, I understood why. Meta released a 32B code world model that doesn't just generate code - it understands code the way a compiler does. It's thinking about state, types, and the actual execution context of your entire codebase.This isn't just another coding model - it's a fundamentally different approach that could change how all future coding models are built. Instead of treating code as fancy text completion, it's actually modeling the program from the ground up. If this works out, expect everyone to copy this approach.Quick note, this one was released with a research license only! Evals & Benchmarks: agents, deception, and code at scaleA big theme this week was “move beyond single-turn Q&A and test how these things behave in the wild.” with a bunch of new evals released. I wanted to cover them all in a separate segment. OpenAI's GDP Eval: “economically valuable tasks” as a bar (X, Blog)OpenAI introduced GDP Eval to measure model performance against real-world, economically valuable work. The design is closer to how I think about “AGI as useful work”: 44 occupations across nine sectors, with tasks judged against what an industry professional would produce.Two details stood out. First, OpenAI's own models didn't top the chart in their published screenshot—Anthropic's Claude Opus 4.1 led with roughly a 47.6% win rate against human professionals, while GPT‑5-high clocked in around 38%. Releasing a benchmark where you're not on top earns respect. Second, the tasks are legit. One example was a manufacturing engineer flow where the output required an overall design with an exploded view of components—the kind of deliverable a human would actually make.What I like here isn't the precise percent; it's the direction. If we anchor progress to tasks an economy cares about, we move past “trivia with citations” and toward “did this thing actually help do the work?”GAIA 2 (Meta Super Intelligence Labs + Hugging Face): agents that execute (X, HF)MSL and HF refreshed GAIA, the agent benchmark, with a thousand new human-authored scenarios that test execution, search, ambiguity handling, temporal reasoning, and adaptability—plus a smartphone-like execution environment. GPT‑5-high led across execution and search; Kimi's K2 was tops among open-weight entries. I like that GAIA 2 bakes in time and budget constraints and forces agents to chain steps, not just spew plans. We need more of these.Scale AI's “SWE-Bench Pro” for coding in the large (HF)Scale dropped a stronger coding benchmark focused on multi-file edits, 100+ line changes, and large dependency graphs. On the public set, GPT‑5 (not Codex) and Claude Opus 4.1 took the top two slots; on a commercial set, Opus edged ahead. The broader takeaway: the action has clearly moved to test-time compute, persistent memory, and program-synthesis outer loops to get through larger codebases with fewer invalid edits. This aligns with what we're seeing across ARC‑AGI and SWE‑bench Verified.The “Among Us” deception test (X)One more that's fun but not frivolous: a group benchmarked models on the social deception game Among Us. OpenAI's latest systems reportedly did the best job both lying convincingly and detecting others' lies. This line of work matters because social inference and adversarial reasoning show up in real agent deployments—security, procurement, negotiations, even internal assistant safety.Big Companies, Bigger Bets!Nvidia's $100B pledge to OpenAI for 10GW of computeLet's say that number again: one hundred billion dollars. Nvidia announced plans to invest up to $100B into OpenAI's infrastructure build-out, targeting roughly 10 gigawatts of compute and power. Jensen called it the biggest infrastructure project in history. Pair that with OpenAI's Stargate-related announcements—five new datacenters with Oracle and SoftBank and a flagship site in Abilene, Texas—and you get to wild territory fast.Internal notes circulating say OpenAI started the year around 230MW and could exit 2025 north of 2GW operational, while aiming at 20GW in the near term and a staggering 250GW by 2033. Even if those numbers shift, the directional picture is clear: the GPU supply and power curves are going vertical.Two reactions. First, yes, the “infinite money loop” memes wrote themselves—OpenAI spends on Nvidia GPUs, Nvidia invests in OpenAI, the market adds another $100B to Nvidia's cap for good measure. But second, the underlying demand is real. If we need 1–8 GPUs per “full-time agent” and there are 3+ billion working adults, we are orders of magnitude away from compute saturation. The power story is the real constraint—and that's now being tackled in parallel.OpenAI: ChatGPT Pulse: Proactive AI news cards for your day (X, OpenAI Blog)In a #BreakingNews segment, we got an update from OpenAI, that currently works only for Pro users but will come to everyone soon. Proactive AI, that learns from your chats, email and calendar and will show you a new “feed” of interesting things every morning based on your likes and feedback! Pulse marks OpenAI's first step toward an AI assistant that brings the right info before you ask, tuning itself with every thumbs-up, topic request, or app connection. I've tuned mine for today, we'll see what tomorrow brings! P.S - Huxe is a free app from the creators of NotebookLM (Ryza was on our podcast!) that does a similar thing, so if you don't have pro, check out Huxe, they just launched! XAI Grok 4 fast - 2M context, 40% fewer thinking tokens, shockingly cheap (X, Blog)xAI launched Grok‑4 Fast, and the name fits. Think “top-left” on the speed-to-cost chart: up to 2 million tokens of context, a reported 40% reduction in reasoning token usage, and a price tag that's roughly 1% of some frontier models on common workloads. On LiveCodeBench, Grok‑4 Fast even beat Grok‑4 itself. It's not the most capable brain on earth, but as a high-throughput assistant that can fan out web searches and stitch answers in something close to real time, it's compelling.Alibaba Qwen-Max and plans for scaling (X, Blog, API)Back in the Alibaba camp, they also released their flagship API model, Qwen 3 Max, and showed off their future roadmap. Qwen-max is over 1T parameters, MoE that gets 69.6 on Swe-bench verified and outperforms GPT-5 on LMArena! And their plan is simple: scale. They're planning to go from 1 million to 100 million token context windows and scale their models into the terabytes of parameters. It culminated in a hilarious moment on the show where we all put on sunglasses to salute a slide from their presentation that literally said, “Scaling is all you need.” AGI is coming, and it looks like Alibaba is one of the labs determined to scale their way there. Their release schedule lately (as documented by Swyx from Latent.space) is insane. This Week's Buzz: W&B Fully Connected is coming to London and Tokyo & Another hackathon in SFWeights & Biases (now part of the CoreWeave family) is bringing Fully Connected to London on Nov 4–5, with another event in Tokyo on Oct 31. If you're in Europe or Japan and want two days of dense talks and hands-on conversations with teams actually shipping agents, evals, and production ML, come hang out. Readers got a code on stream; if you need help getting a seat, ping me directly.Links: fullyconnected.comWe are also opening up registrations to our second WeaveHacks hackathon in SF, October 11-12, yours trully will be there, come hack with us on Self Improving agents! Register HEREVision & Video: Wan 2.2 Animate, Kling 2.5, and Wan 4.5 previewThis is the most exciting space in AI week-to-week for me right now. The progress is visible. Literally.Moondream-3 Preview - Interview with co-founders Via & JayWhile I've already reported on Moondream-3 in the last weeks newsletter, this week we got the pleasure of hosting Vik Korrapati and Jay Allen the co-founders of MoonDream to tell us all about it. Tune in for that conversation on the pod starting at 00:33:00Wan open sourced Wan 2.2 Animate (aka “Wan Animate”): motion transfer and lip sync Tongyi's Wan team shipped an open-source release that the community quickly dubbed “Wanimate.” It's a character-swap/motion transfer system: provide a single image for a character and a reference video (your own motion), and it maps your movement onto the character with surprisingly strong hair/cloth dynamics and lip sync. If you've used runway's Act One, you'll recognize the vibe—except this is open, and the fidelity is rising fast.The practical uses are broader than “make me a deepfake.” Think onboarding presenters with perfect backgrounds, branded avatars that reliably say what you need, or precise action blocking without guessing at how an AI will move your subject. You act it; it follows.Kling 2.5 Turbo: cinematic motion, cheaper and with audioKling quietly rolled out a 2.5 Turbo tier that's 30% cheaper and finally brings audio into the loop for more complete clips. Prompts adhere better, physics look more coherent (acrobatics stop breaking bones across frames), and the cinematic look has moved from “YouTube short” to “film-school final.” They seeded access to creators and re-shared the strongest results; the consistency is the headline. (Source X: @StevieMac03)I've chatted with my kiddos today over facetime, and they were building minecraft creepers. I took a screenshot, sent to Nano Banana to make their creepers into actual minecraft ones, and then with Kling, Animated the explosions for them. They LOVED it! Animations were clear, while VEO refused for me to even upload their images, Kling didn't care hahaWan 4.5 preview: native multimodality, 1080p 10s, and lip-synced speechWan also teased a 4.5 preview that unifies understanding and generation across text, image, video, and audio. The eye-catching bit: generate a 1080p, 10-second clip with synced speech from just a script. Or supply your own audio and have it lip-sync the shot. I ran my usual “interview a polar bear dressed like me” test and got one of the better results I've seen from any model. We're not at “dialogue scene” quality, but “talking character shot” is getting… good. The generation of audio (not only text + lipsync) is one of the best ones besides VEO, it's really great to see how strongly this improves, sad that this wasn't open sourced! And apparently it supports “draw text to animate” (Source: X) Voice & AudioSuno V5: we've entered the “I can't tell anymore” eraSuno calls V5 a redefinition of audio quality. I'll be honest, I'm at the edge of my subjective hearing on this. I've caught myself listening to Suno streams instead of Spotify and forgetting anything is synthetic. The vocals feel more human, the mixes cleaner, and the remastering path (including upgrading V4 tracks) is useful. The last 10% to “you fooled a producer” is going to be long, but the distance between V4 and V5 already makes me feel like I should re-cut our ThursdAI opener.MiMI Audio: a small omni-chat demo that hints at the floorWe tried a MiMI Audio demo live—a 7B-ish model with speech in/out. It was responsive but stumbled on singing and natural prosody. I'm leaving it in here because it's a good reminder that the open floor for “real-time voice” is rising quickly even for small models. And the moment you pipe a stronger text brain behind a capable, native speech front-end, the UX leap is immediate.Ok, another DENSE week that finishes up Shiptember, tons of open source, Qwen (Tongyi) shines, and video is getting so so good. This is all converging folks, and honestly, I'm just happy to be along for the ride! This week was also Rosh Hashanah, which is the Jewish new year, and I've shared on the pod that I've found my X post from 3 years ago, using the state of the art AI models of the time. WHAT A DIFFERENCE 3 years make, just take a look, I had to scale down the 4K one from this year just to fit into the pic! Shana Tova to everyone who's reading this, and we'll see you next week

Marketing Mindset Podcast
Building a Scalable Agency: Lessons from Hawke Media's 11-Year Journey

Marketing Mindset Podcast

Play Episode Listen Later Sep 25, 2025 21:13


How do you build and scale an agency that stands out in a sea of 90,000 competitors?In this episode of Marketing Mindset Podcast, I sit down with Erik Huberman, Founder & CEO of Hawke Media, to talk about what it takes to grow a truly sustainable agency. From bootstrapping Hawke into a 250-person team to managing $3B in marketing spend, Erik shares the mindset, mistakes, and strategies that fueled his success.Here's what we cover:Why “being easy to work with” is Hawke's unfair advantageHow to scale without racing to the bottom on pricingUsing AI to optimize campaigns, improve outcomes, and stay competitiveCommon mistakes agency owners make, and how to avoid themWhy profitability from day one is key to long-term sustainabilityWhether you're an agency owner, marketer, or founder, this episode is packed with real talk about growing profitably and staying ahead of the curve.Follow Colby on LinkedIn: ⁠https://www.linkedin.com/in/colby-flood/⁠Follow Colby on Twitter: ⁠https://twitter.com/Colby__Flood⁠Visit our Agency website: ⁠www.brighterclick.com⁠Learn more about our creative strategy software: ⁠https://www.dataally.ai/

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

The Current
"Lentil King" wants Canadian businesses to think bigger

The Current

Play Episode Listen Later Sep 25, 2025 24:35


Murad al-Katib started his pulse crop business in his basement. Now it's worth $3B a year and in 120 countries. At a time when many Canadian businesses are trying to diversify their markets, and get into value-added manufacturing, al-Katib's company AGT has actually done it. He's built rail infrastructure, manufacturing businesses, and partnerships around the world. He talks about the secret of his success, and why Canadians one day may thank Donald Trump for shaking us out of our complacency.

Gestalt IT Rundown
NVIDIA's Multi-Billion-Dollar Moves to Expand AI | Tech Field Day News Rundown: September 24, 2025

Gestalt IT Rundown

Play Episode Listen Later Sep 24, 2025 23:42


NVIDIA is doubling down on AI dominance with massive investments across cloud, chips, and infrastructure. It struck a $6.3B deal with CoreWeave to secure long-term GPU demand, is investing $5B in Intel to co-develop custom CPUs and PC chips that pair Intel processors with NVIDIA GPUs, and is committing up to $100B with OpenAI to build data centers requiring 10 gigawatts of power. These moves lock in demand, expand NVIDIA's role across computing ecosystems, and cement its leadership in the race to scale global AI infrastructure. This and more on the Tech Field Day News Rundown with Alastair Cooke and guest host Scott Robohn. Time Stamps: 0:00 - Cold Open 0:36 - Welcome to the Tech Field Day News Rundown1:22 - Hugging Face Brings Open-Source Models to GitHub Copilot Chat3:52 - Pulumi Introduces AI Agents to Automate Infrastructure Management6:51 - Cisco DevNet is now Cisco Automation 9:12 - North Dakota to Test Portable Micro Data Centers for AI in Oil Fields12:14 - Sumo Logic Launches AI Agents to Streamline Cybersecurity Operations14:46 - Justice Department Moves to Break Up Google's Ad Business17:43 - NVIDIA's Multi-Billion-Dollar Moves Expand AI and Computing Leadership21:35 - The Weeks Ahead22:58 - Thanks for Watching the Tech Field Day News RundownGuest Host: Scott Robohn, CEO of SolutionalFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Talkin' Yanks (Yankees Podcast)
Aaron Boone Talks Postseason Rotation Plans | 1286

Talkin' Yanks (Yankees Podcast)

Play Episode Listen Later Sep 23, 2025 55:16


Use code YANKS2025 for 10% off your next SeatGeek order*: https://seatgeek.onelink.me/RrnK/YANKS2025. Sponsored by SeatGeek. *Restrictions apply. Max $20 discountUse our Nike affiliate link to shop Yankees gear here: https://tinyurl.com/4m3knzcGet the best 5G coverage in the game at https://t-mobile.com/NetworkUpgrade your skincare routine at https://CalderaLab.com/YANKS and use code YANKS at checkout for 15% off your first order.Download the DraftKings Sportsbook app and use promo code JMBASEBALLGAMBLING PROBLEM? CALL 1-800-GAMBLER, (800) 327-5050 or visit gamblinghelplinema.org (MA). Call 877-8-HOPENY/text HOPENY (467369) (NY). Please Gamble Responsibly. 888-789-7777/visit ccpg.org (CT) or visit www.mdgamblinghelp.org (MD). 21+ and present in most states. (18+ DC/KY/NH/WY). Void in ONT/OR/NH. Eligibility restrictions apply. On behalf of Boot Hill Casino & Resort (KS). 1 per new DraftKings customer. $5+ first-time bet req. Get 1 promo code to redeem discounted NFL Sunday Ticket subscription and max. $300 issued as non- withdrawable Bonus Bets that expire in 7 days (168 hours). Stake removed from payout. Terms: sportsbook.draftkings.com/promos. NFL Sunday Ticket: YouTube TV base plan (not included in this offer) required to watch NFL Sunday Ticket on YouTube TV. Subscription autorenews yearly at then- current price (currently $378 for YouTube TV subscribers, or $480 for YouTube subscribers); cancel anytime. Terms, restrictions, embargoes and eligibility requirements apply. No refunds. Digital only games excluded. Commercial use excluded. Additional terms: https://tv.youtube.com/learn/nflsundayticket/draftkings/. Offer ends 9/7/25 at 11:59 PM ET. Sponsored by DK.++++++++Timestamps:0:00 Yankees Can Clinch Tonight!7:45 Aaron Boone Joins the Show8:55 Carlos Rodon bumped up in the rotation to line up for Game 2 of the Wild Card Series9:55 When does the Game 3 starter have to be decided?11:15 Should you root for Toronto or Boston this week?13:15 Will the Yankees celebrate clinching the playoffs?13:50 Will McMahon start at 3B vs. lefty starters in the postseason?14:30 How Will Ben Rice Be Used in the Playoffs?17:00 Giancarlo Stanton Hits 450th Home Run!18:50 Getting Fernando Cruz on track21:35 Volpe looks so much better since returning  24:50 Boone's Lineup Changes30:35 Bullpen Management  35:55 TRIVIA  38:35 Who Will Start Game 3?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Analytic Dreamz: Notorious Mass Effect
"KPOP DEMON HUNTERS: NETFLIX'S MOST SUCCESSFUL SOUNDTRACK EVER"

Analytic Dreamz: Notorious Mass Effect

Play Episode Listen Later Sep 23, 2025 8:41


Linktree: ⁠https://linktr.ee/Analytic⁠Join The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠https://ow.ly/msoH50WCu0K⁠In this segment of Notorious Mass Effect, Analytic Dreamz explores KPop Demon Hunters (2025), Netflix's most-watched film ever, premiering June 20 with 291.5M views by Sept. 9, outpacing Squid Game and Red Notice. Directed by Maggie Kang and Chris Appelhans, this $100M K-pop fantasy blend topped Netflix in 93 countries and grossed $18–20M in a sing-along run. Its soundtrack, led by HUNTR/X's “Golden” (#1 Hot 100) and featuring TWICE, hit #1 Billboard 200 with 128K units and 3B+ global streams. Analytic Dreamz unpacks its 95–97% Rotten Tomatoes scores, 400% merch surge, and HUNTR/X's rise as a top K-pop act, marking a cultural milestone. Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

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.

Let's Talk AI
#221 - OpenAI Codex, Gemini in Chome, K2-Think, SB 53

Let's Talk AI

Play Episode Listen Later Sep 23, 2025 47:01 Transcription Available


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

Sports Open Line
Full Show: Stan McNeal, Gabe DeArmond

Sports Open Line

Play Episode Listen Later Sep 23, 2025 63:46


In the first hour of Sports Open Line with Matt Pauley, we welcome in studio, Stan McNeal, senior staff writer at Cardinals Publications, who have just released the 2025 Cardinals Yearbook, featuring Cardinals legend Willie McGee! In the second hour of the show, Matt Pauley talks Mizzou football with Gabe DeArmond, who covers Mizzou Athletics for PowerMizzou.com, as they beat South Carolina in their first SEC game of the year. Then, what to expect from Chaim Bloom in his first press conference as President of Baseball Operations, and if Arenado is moved, is Gorman a shoe-in for the starting 3B job next year?

Sports Open Line
Hour 2: Mizzou grabs first SEC victory!

Sports Open Line

Play Episode Listen Later Sep 23, 2025 29:22


In the second hour of the show, Matt Pauley talks Mizzou football with Gabe DeArmond, who covers Mizzou Athletics for PowerMizzou.com, as they beat South Carolina in their first SEC game of the year. Then, what to expect from Chaim Bloom in his first press conference as President of Baseball Operations, and if Arenado is moved, is Gorman a shoe-in for the starting 3B job next year?

Printing Money
Printing Money Episode 32: 3D Printing Deal Analysis with Tali Rosman

Printing Money

Play Episode Listen Later Sep 23, 2025 62:26


Welcome to Printing Money Episode 32! Also known as “The one with the 61x Multiple.” Danny's guest for this episode is Tali Rosman (RHH Advisory). Tali last joined as a guest back in January and has been busy advising startups and brokering transactions since. So first, Danny and Tali discuss Tali's recent experiences in dealmaking and at events such as FABTECH. They consider the China factor and the wherewithal of the US Defense-Industrial Base to keep pace. Then, Danny and Tali get to it. They analyze recent industry transactions with an eye towards earnings (or lack thereof) and multiples (sometimes reasonable, sometimes 61x). There is discussion of IPOs in Korea and China, of PIPEs in the United States and Australia, and questionable transactions originating out of Sweden. Danny and Tali also cover notable deals in the dental 3DP market. The episode rounds out with some corporate news, both good (from RICOH) and bad (from Arburg). Danny often delivers memorable one-liners, but in Episode 32, Tali steals the quip show with hits like, “You don't need an IP moat when you have a flood,” and “You can't out-China China”. Please enjoy Episode 32 and check out our previous episodes, too. This episode was recorded September 15, 2025. Timestamps: 00:12 – Welcome to Episode 32, and welcome back to Tali Rosman 00:58 – Tali's take on 2025 so far 02:47 – Defense tech infrastructure is slow, but getting more nimble 03:32 – The bull case for AM in reshoring 06:24 – Graphy (318060-KQ) goes public in Korea 08:45 – 3DP materials companies doing well in public markets; Metal Powder Works (MPW-ASX), IperionX (IPX – NASD), et al 09:19 – Creality going public in China 11:46 – Low-priced competition from Bambu Labs, and more low-priced competition coming (see: Fibre Seek and more) 13:57 – PIPE financing of $18m for Norsk Titanium (NTI – NO) 15:27 – DED now is where LPBF was in 2025 (see: FormAlloy, Big Metal Additive, Lincoln Electric, Trumpf, and more) 17:49 – Amaero launches PIPE deal for up to AUM 53M (3DA – ASX) 20:32 – Divergent Series E of $290M at $2.3B valuation 27:11 – Former Hexagon CEO sells Hexagon shares to back Divergent (HEXA.B – ST) 27:28 – Rochefort: The Kyle Bass connection 27:59 – AmPd Labs $2M seed round 31:15 - SBO AG (owner of Knust-Godwin) to acquire 3T for GBP 4.76M 34:32 – 3DPOD shoutout: Knust-Godwin interview from 2020 35:22 – Pac-Dent acquires Ackuretta for dental 3DP 38:31 – SprintRay acquires EnvisionTEC dental portfolio 41:25 - SwissTo12 Buys Hanwha Phasor's Antenna Assets and IP for 3DP RF components 46:06 – Coral Construction Technologies acquired by MTX Group and Purposia Group for concrete 3DP 48:23 – Ricoh spins out Ricoh 3D for Healthcare 49:32 – RIP: Arburg dropping its 3D printing business 51:33 – Thanks again to Tali, and thank you for listening Disclaimer: This content is for informational purposes only; you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer, or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. Referenced transactions are sourced from publicly available information. Danny Piper is a registered representative of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal,

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/

The PM Team w/Poni & Mueller
Greg Brown reflects on Skenes' season

The PM Team w/Poni & Mueller

Play Episode Listen Later Sep 16, 2025 10:24


Pirates broadcaster Greg Brown joined the show. Greg reflected on the season from Paul Skenes as he enters his final home start of the season. Greg said it's already hard to tell if there is another pitcher in Pirates history more dominant than Skenes. Greg said the division crown is still a goal, but it only takes the team being a little better than average to be in a playoff spot. Greg said it takes a legitimate starting SS and/or 3B to feel serious about next season. Greg talked about the decision by Don Kelly to sit Oneil Cruz and how frustrating the second half of the season has been for Cruz. The guys asked Greg about the idea of Cruz changing his position yet again in the offseason. Poni had Greg answer questions all around the diamond for the 2026 Buccos.

The PM Team w/Poni & Mueller
HOUR 3 - Greg Brown, Black & Gold Auction House, Debrief

The PM Team w/Poni & Mueller

Play Episode Listen Later Sep 16, 2025 34:37


Pirates broadcaster Greg Brown joined the show. Greg reflected on the season from Paul Skenes as he enters his final home start of the season. Greg said it's already hard to tell if there is another pitcher in Pirates history more dominant than Skenes. Greg said the division crown is still a goal, but it only takes the team being a little better than average to be in a playoff spot. Greg said it takes a legitimate starting SS and/or 3B to feel serious about next season. Greg talked about the decision by Don Kelly to sit Oneil Cruz and how frustrating the second half of the season has been for Cruz. The guys asked Greg about the idea of Cruz changing his position yet again in the offseason. Poni had Greg answer questions all around the diamond for the 2026 Buccos. Black & Gold Auction House – Round 6. Donny Football Debrief – The Steelers have a new WR – Isaiah Hodgins. And baby, did this thing go off the rails…

The Naked Truth About Real Estate Investing
EP 469 - Discover How Vas Persaud Launched and Raised Capital for His Land Development Fund and Currently Doing $150M in Projects.

The Naked Truth About Real Estate Investing

Play Episode Listen Later Sep 13, 2025 34:00


How do you launch a real estate fund and scale it to $150M in land development projects? In this episode, Vas Persaud, CEO of Avatar Vision Fund, shares his journey from a 20-year career as a civil engineer working on over $3B in projects to becoming a fund manager tackling America's housing affordability crisis. Vas breaks down how he leverages his engineering background to derisk projects, streamline entitlements, and create affordable, workforce housing through Karma Development Group and Eco Vision Homes. From fund structuring to innovative construction technologies, this conversation is packed with insights for investors and entrepreneurs looking to navigate development while making a real impact  5 Key Takeaways to learn from this episodeFrom Engineer to Fund Manager – Vas explains how his civil engineering expertise in permitting and land planning created a natural bridge into development and fund management Addressing Housing Affordability – His mission-driven approach centers on building workforce housing for middle-income earners like teachers, police officers, and nurses Customizable Fund Structure – Instead of a traditional blind pool, Vas designed a flexible fund model that allows investors to customize their investments and diversify across asset classes Technology in Construction – From modular builds to 3D printing, Vas highlights evolving construction methods and explains why panelized, site-assembled systems may scale fastest Derisking Through Entitlements – By structuring deals to only close on land after securing permits, Vas creates built-in investor protections while still capturing significant upside About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

The Wolf Of All Streets
Bitcoin Hits $116K As BlackRock & Nasdaq Go ALL IN! FridayFIVE

The Wolf Of All Streets

Play Episode Listen Later Sep 12, 2025 20:26


Bitcoin Smacks $116K on its push up to all time highs! In today's livestream, we cover Senate Democrats unveiling their framework for a crypto market structure bill, Nasdaq's push for SEC approval to launch tokenized trading, and Gemini officially pricing its IPO with the Winklevoss twins targeting a $3B valuation. We'll also break down Figure's stock surge after its IPO alongside warnings from Klarna and Circle, plus the Senate's debate on how tariffs are impacting U.S. job growth. Join us live for market insights, regulatory updates, and what it all means for Bitcoin, crypto, and global finance.

Right Start Radio with Pastor Jim Custer
Meet The Lord In The Air - Part 3 of 3

Right Start Radio with Pastor Jim Custer

Play Episode Listen Later Sep 10, 2025


The Antichrist can't rise up whenever he wants to. Something or someone restrains the Man of Lawlessness, until that Restrainer is taken out of the way. This was all basic stuff to the Thessalonians. Paul says, "You know this," "You remember me telling you about this." And we're furiously taking notes: "Restrainer, question mark." So let's try to learn what they knew. Jim is ready with Part 3 of his sermon, Meet the Lord in the Air. And we're in 1 Thessalonians, chapter 4. Listen to Right Start Radio every Monday through Friday on WCVX 1160AM (Cincinnati, OH) at 9:30am, WHKC 91.5FM (Columbus, OH) at 5:00pm, WRFD 880AM (Columbus, OH) at 9:00am. Right Start can also be heard on One Christian Radio 107.7FM & 87.6FM in New Plymouth, New Zealand. You can purchase a copy of this message, unsegmented for broadcasting and in its entirety, for $7 on a single CD by calling +1 (800) 984-2313, and of course you can always listen online or download the message for free. RS09102025_0.mp3Scripture References: Daniel 11; 1 & 2 Thessalonians; Revelation

Right Start Radio with Pastor Jim Custer
Meet The Lord In The Air - Part 2 of 3

Right Start Radio with Pastor Jim Custer

Play Episode Listen Later Sep 9, 2025


Jesus returns with the church, not for the church! We've been trying to think more clearly about what will happen at the close of the age, the end of Gentile rule of the Earth. Christian scholars come up with different solutions for how to fit the scriptures together, but some solutions work better than others. If we keep an eye on the Bride, we'll have a good vantage point to see events unfold. Listen to Right Start Radio every Monday through Friday on WCVX 1160AM (Cincinnati, OH) at 9:30am, WHKC 91.5FM (Columbus, OH) at 5:00pm, WRFD 880AM (Columbus, OH) at 9:00am. Right Start can also be heard on One Christian Radio 107.7FM & 87.6FM in New Plymouth, New Zealand. You can purchase a copy of this message, unsegmented for broadcasting and in its entirety, for $7 on a single CD by calling +1 (800) 984-2313, and of course you can always listen online or download the message for free. RS09092025_0.mp3Scripture References: Daniel 11; 1 & 2 Thessalonians; Revelation

Right Start Radio with Pastor Jim Custer
Meet The Lord In The Air - Part 1 of 3

Right Start Radio with Pastor Jim Custer

Play Episode Listen Later Sep 8, 2025


Please add a meeting to your calendar. Time: Unknown. Place: The sky. Meeting host: Jesus. We will "meet the Lord in the air," Paul writes - and that was the best promise of all time until he finished the sentence - "and so we shall always be with the Lord." But promises and prophecies about the End didn't start with the Apostles. They go back into the Old Testament. We'll look at a few examples to start the week, in Jim's message, Meet the Lord in the Air. Listen to Right Start Radio every Monday through Friday on WCVX 1160AM (Cincinnati, OH) at 9:30am, WHKC 91.5FM (Columbus, OH) at 5:00pm, WRFD 880AM (Columbus, OH) at 9:00am. Right Start can also be heard on One Christian Radio 107.7FM & 87.6FM in New Plymouth, New Zealand. You can purchase a copy of this message, unsegmented for broadcasting and in its entirety, for $7 on a single CD by calling +1 (800) 984-2313, and of course you can always listen online or download the message for free. RS09082025_0.mp3Scripture References: Daniel 11; 1 & 2 Thessalonians; Revelation

The Leadership in Insurance Podcast (The LIIP)
From Digital Insurance to Global Reinsurance – PolicyBazaar's Next Chapter : An Interview with Tarun Mathur, Co-founder & Chief Business Officer of Policybazaar.com

The Leadership in Insurance Podcast (The LIIP)

Play Episode Listen Later Sep 8, 2025 29:46


This week on The Leadership In Insurance Podcast, I sat down with Tarun Mathur, Co-founder & Chief Business Officer of Policybazaar.com, to explore their journey from pioneering digital insurance in India to building out an ambitious global reinsurance strategy.Founded in 2008, PolicyBazaar has grown into India's largest insurance broker, managing $3B in annual premiums across life and general insurance. Built on a unique digital + human model, their mission has always been clear: protecting India's middle class through affordable, accessible insurance.In this episode, Tarun shares the story behind their growth, their push into reinsurance and surety bonds, and their vision to expand into Europe, the US, and beyond.✨ Highlights from the conversation:

BiggerPockets Real Estate Podcast
Where We'd Invest in Real Estate Right Now (9 Markets)

BiggerPockets Real Estate Podcast

Play Episode Listen Later Sep 5, 2025 39:27


Here's where we'd invest in real estate right now. The best markets to buy rental properties are often overlooked, affordable cities with strong rents, reasonable home prices, and robust job growth. These markets could not only appreciate steadily, giving you the long-term wealth you're looking for, but also pocket you some decent cash flow, so you have more passive income to grow your portfolio faster. We've got nine expert-chosen markets lined up, and there's probably more than one with precisely what you're looking for! These are NOT teeny tiny markets with $50,000 home prices in some town you've never heard of. These are real cities, with serious growth potential and millions (if not billions) of dollars being poured into them by local governments. Cities where jobs are growing, populations are rising, and rental demand is strong.  If you don't know where to buy your first or next property, this is the episode to help you whittle down your list. By the time you're done listening to this, you'll have at least a few hot real estate markets to start analyzing! In This Episode We Cover The nine best (affordable) real estate markets that we would personally invest in A booming group of “satellite” cities that are already growing very fast  The fastest-growing affordable city with a new $3B (yes, billion) investment The Northeast's sweet spot city with high rents and median home prices  One Midwest city investors LOVE to buy in…but is it still worth it?  And So Much More! Check out more resources from this show on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.biggerpockets.com/blog/real-estate-1170 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠advertise@biggerpockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Alt Goes Mainstream
Stonepeak's Luke Taylor - what it takes to be a great infrastructure investor

Alt Goes Mainstream

Play Episode Listen Later Sep 3, 2025 58:52


Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the evolution of infrastructure investing with the leading scaled specialist firm in infrastructure.We sat down in Stonepeak's Hudson Yards office with the firm's Co-President Luke Taylor to discuss the inner workings of the infrastructure investing world and unpack the story of how Stonepeak's rapid ascent has seen the firm climb to $76.3B in AUM in 14 short years.Luke brings a wealth of experience to the infrastructure investing world. He is Co-President of Stonepeak and a member of all of the firm's investment committees. He's been investing in infrastructure for over 20 years, joining Stonepeak from infrastructure investing pioneer Macquarie Capital.Luke and I had a fascinating and thought-provoking discussion about infrastructure investing and why it's becoming an increasingly important part of the private capital ecosystem. We covered:How Luke went from growing up on a sheep farm to investing in infrastructure in New York.What Macquarie taught him about how to approach infrastructure investing.Why he took the entrepreneurial leap to build Stonepeak and join Chairman, CEO, and Co-Founder Mike Dorrell from the firm's earliest days.Why infrastructure investing is more than toll roads, airports, and bridges.How there are elements of a private equity approach to investing in, building, and operating infrastructure assets.Where infrastructure fits in an investors' portfolio.Why individual investors should consider exposure to infrastructure assets.Has infrastructure proved itself through an inflation cycle?Why scale matters in infrastructure investing.How Stonepeak identified investing in data centers early on and well before the data center boom began.What type of demeanor and mindset makes for a successful infrastructure investor.Thanks Luke for coming on the show to share your expertise, wisdom, and passion for infrastructure investing.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Sponsor Message01:18 Podcast Opening and Theme01:55 Episode Overview: Infrastructure Investing02:04 Guest Introduction: Luke Taylor02:45 Luke Taylor's Background and Journey04:49 Early Days at Macquarie07:19 Transition to Stonepeak08:04 Building Stonepeak 10:13 Value Creation in Infrastructure11:59 Mindset of an Infrastructure Investor13:08 Balancing Long-Term and Agile Thinking15:42 Key Drivers of Value Creation16:10 Underwriting and Risk Management18:00 Operational Intensity and Asset Utilization21:51 Network Effects in Infrastructure23:19 Infrastructure as a Defensive Investment26:13 Portfolio Construction and Infrastructure26:39 Private Infrastructure and Yield Benefits27:29 Productizing Infrastructure Investments27:41 Equity, Credit, and Real Estate Strategies29:23 Thematic and Opportunistic Investing29:53 Data Centers and Early Investments30:06 Identifying Investment Opportunities30:14 Evolution of Data Centers30:58 Interconnection Hubs and Carrier Hotels31:32 AI Boom and Data Centers33:22 Investing in AI Through Infrastructure34:42 Underwriting AI Thematics35:04 Capital Needs in Data Centers35:32 Downside Protection in AI Investments36:49 Navigating Increased Capital in Infrastructure37:35 Durability of Cash Flow in Infrastructure38:40 Scaling Stonepeak's Infrastructure Investments39:18 Diversification in Infrastructure Investments41:47 Developing an Edge in Origination42:36 Structural Elements in Deal Sourcing42:57 Competition and Market Structure43:26 New Entrants in Infrastructure43:44 Building New Assets in Infrastructure43:54 Exits and Evergreen Funds46:27 Private Wealth and Infrastructure51:25 Challenges in Starting a Wealth Business51:51 Deal Flow and Product Construction53:50 Volatile Markets and Opportunities54:20 Interest Rate Risks in Infrastructure55:18 Favorite Infrastructure Opportunities57:01 Closing Thoughts and Full CircleEditing and post-production work for this episode was provided by The Podcast Consultant.

Talkin' Yanks (Yankees Podcast)
Aaron Boone Previews the Most Important Games of the Yankees Season | 1276

Talkin' Yanks (Yankees Podcast)

Play Episode Listen Later Sep 2, 2025 46:55


Use code YANKS2025 for 10% off your next SeatGeek order*: https://seatgeek.onelink.me/RrnK/YANKS2025. Sponsored by SeatGeek. *Restrictions apply. Max $20 discountGet the best 5G coverage in the game at https://t-mobile.com/NetworkDownload the DraftKings Sportsbook app and use promo code JMBASEBALLGAMBLING PROBLEM? CALL 1-800-GAMBLER, (800) 327-5050 or visit gamblinghelplinema.org (MA). Call 877-8-HOPENY/text HOPENY (467369) (NY). Please Gamble Responsibly. 888-789-7777/visit ccpg.org (CT) or visit www.mdgamblinghelp.org (MD). 21+ and present in most states. (18+ DC/KY/NH/WY). Void in ONT/OR/NH. Eligibility restrictions apply. On behalf of Boot Hill Casino & Resort (KS). 1 per new DraftKings customer. $5+ first-time bet req. Get 1 promo code to redeem discounted NFL Sunday Ticket subscription and max. $300 issued as non- withdrawable Bonus Bets that expire in 7 days (168 hours). Stake removed from payout. Terms: sportsbook.draftkings.com/promos. NFL Sunday Ticket: YouTube TV base plan (not included in this offer) required to watch NFL Sunday Ticket on YouTube TV. Subscription autorenews yearly at then- current price (currently $378 for YouTube TV subscribers, or $480 for YouTube subscribers); cancel anytime. Terms, restrictions, embargoes and eligibility requirements apply. No refunds. Digital only games excluded. Commercial use excluded. Additional terms: https://tv.youtube.com/learn/nflsundayticket/draftkings/. Offer ends 9/7/25 at 11:59 PM ET. Sponsored by DK.++++++++Timestamps:0:00 READY for This 12-Game Stretch7:53 Aaron Bone Joins the Show9:55 UNC Game Last Night10:35 Caballero at 3B tonight vs. Framber  12:15 Judge Outfield Update12:55 Trent Grisham Nickname Discourse13:50 Yankees Have Bunted More Lately17:55 Luis Gil19:55 Cam Schlittler Has Been SO Impressive22:00 Devin Williams' Current Role23:35 David Bednar24:05 Camilo Doval with Runners on Base25:25 Caballero Steal26:15 Austin Slater & Ryan Yarbrough Return Plans  27:20 Aroldis Chapman Says He's Aiming His Fastball for the First Time  29:00 Taj Bradley Says He Looked at Scouting Reports for the First Time33:35 Jomboy is NERVOUS36:15 No Pictures of Cowboy Dress-Up Day?37:40 TRIVIA38:39 Final Thoughts

Avant d'aller dormir
Episode 60 : L'appartement 3B

Avant d'aller dormir

Play Episode Listen Later Aug 30, 2025 58:09


Installez-vous confortablement au fond de votre lit, remontez la couette jusqu'au menton et fermez les yeuxLes histoiresL'appartement 3B, par JacksonLunaLe raccourci, par Its8BitSamKaraoke, par StarryQuarryMerci à tous les auteurs, n'hésitez pas vous aussi, à envoyer vos histoires sur hello@avantdallerdormir.frRejoignez-nousDiscordInstagram | FacebookYouTube | TwitchTwitterNotre siteNotre répondeur : 0749252790Soutenez-nousSur Patreon. Un remerciement à nos nouveaux patrons : Losatrigone, peyci lafleur, Titouan Tramoy, Marie Demont, Oden Barber, Anaïs Richard, Cloé,

The Chad & Cheese Podcast
Workday Buys Paradox | HR Tech's Biggest AI Move Yet?

The Chad & Cheese Podcast

Play Episode Listen Later Aug 29, 2025 51:53


Strap on your helmets and tighten those chinstraps, Chad Sowash and Joel Cheesman are celebrating their 1,500th episode with more swagger than a Cracker Barrel parking lot brawl. Expect: -Trump cosplaying as a mob boss at Intel and Cracker Barrel-Kelce + Swift rumors getting the “wink-wink” treatment-Fantasy football team names that would make your grandma blush-Workday dragging Paradox into the modern era-Employ Inc.'s CEO carousel—because why settle for one clown when you can have the whole circus?-Dayforce's $12.3B private equity soap opera-Meta's AI drama (aka “Zuck being Zuck”) It's business, it's football, it's chaos—and it's all drenched in the unfiltered sarcasm you love. 1500 episodes later, the boys are still slinging takes hotter than a Browns fan's rage. Chapters: 00:00Celebrating 1500 Episodes 01:24Reflections on Current Events 05:53The Future of Restaurants 06:31AI in Business: The Human Factor 09:38Travis Kelsey and Celebrity Culture 11:14Fantasy Football Team Names 18:08Workday Acquires Paradox: A Game Changer 22:18The Rise and Fall of Jobbing 26:05Workday's Strategic Moves in AI 30:18The Future of Recruitment Tech 32:41Leadership Changes in Employee Tech 40:24Dayforce's Private Equity Acquisition 45:25Meta's AI Controversies and Hiring Pause Grab your popcorn and a sense of humor—this episode's a wild ride! Subscribe and checkout the eye candy at YouTube.com/@chadcheese and visit www.chadcheese.com today.

Winning The Game Of Life
"PokerGO cost me way more than I ever planned..." - Cary Katz

Winning The Game Of Life

Play Episode Listen Later Aug 29, 2025 74:46


I sat down with Cary Katz, the man who quietly built the modern stage of poker. He's the founder of PokerGO, the one who brought us the Super High Roller Bowl, Poker Masters, US Poker Open, and yes, even the Big Blind Ante. What fascinates me isn't just his $40M+ in tournament winnings, but his mindset: the shift from frustration to gratitude, from creating a prison with losses to celebrating them. Cary opens up about business risks, how passion projects cost more than you expect, and why he thinks integrity is the only real strategy in life.We also got into health, longevity, and some personal truths: how it took him 55 years to quit sugar, why lifting weights is a cheat code against the “four horsemen,” and how he views the next 30 years of his life as a freeroll. From billion-dollar loans to billions of minutes of poker watched, Cary's story isn't just about poker, it's about building, adapting, and finding perspective through the swings. He also finally lays out who he thinks are poker's true icons... You're not going to want to miss this stunning conversation!CHAPTERS00:00 Cary Katz on being a “copycat” in poker & business00:37 Dan introduces Cary Katz's impact on poker01:02 Building PokerGO, Super High Roller Bowl & majors02:05 Why Cary prefers tournaments over cash games02:34 Staking, friendships, and instincts in high rollers04:14 Copying great ideas to grow poker brands06:03 Making poker a true spectator sport07:07 Challenges with live broadcasting & delays07:33 Transition from Poker Central → PokerGO08:48 Expanding PokerGO globally (Brazil, Japan, Spanish markets)09:41 Cary's mindset shift: embracing losses & positivity12:16 Winning his first bracelet with a new mindset13:30 Dan & Cary on gratitude, history, and perspective19:00 Health & lifestyle: fasting, quitting sugar, longevity22:17 Fitness, weightlifting, yoga, and cryotherapy27:01 Fitness vs. business focus – finding balance27:25 Cary's sales background and path to building College Loan Corp29:04 Scaling from $20M to $3B in student loans33:26 Starting PokerGO as a passion project34:53 The cost of poker productions & why paywalls exist40:17 Online poker challenges vs. live poker instincts43:22 Why Cary supports poker: passion & competition45:16 The invention of the Big Blind Ante48:18 Difficulties of the media business & PokerGO growth50:59 Life balance, gratitude, and slowing down time55:00 Business lessons: revenue, hiring, and integrity58:51 Poker players transitioning into business01:03:40 Cary's goals: family, longevity, and staying present01:04:09 What's next for Cary Katz and PokerGO01:04:45 Titles, bracelets, and long-term poker goals01:05:22 Embracing swings & “the wave” in poker and life01:06:12 Closing banter: Negreanu's influence & poker iconsPINNED COMMENTWho are your top 5 poker icons? Drop em below...

Smart Money Circle
This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing

Smart Money Circle

Play Episode Listen Later Aug 29, 2025 11:59


This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing GuestDaria Victorov – Financial Advisor and Partner atAbacus Wealth Partners with approximately $3B in AUMWebsite: https://abacuswealth.com/ BioDaria graduated from Virginia Tech's CFP undergraduate education program. Shortly after graduating she relocated to the Bay Area and worked for a small RIA in Silicon Valley. There she kick started her career working primarily with young professionals in tech. After a year the company merged with another RIA where she gained experience working with a transcontinental team and focusing on transitioning clients to the new firm.In 2016 she moved to Abacus Wealth Partners where she is now a relationship manager and partner. Abacus is a national RIA that serves ~1,600 households. She has been on FPA Silicon Valley's board of directors and the NorCal committee. Currently she is involved with NAPFA's DEI committee. In 2018 she was named one of Financial Advisor's 10 Young Advisors to Watch. Lastly, in 2024 she was named one of InvestmentNews' Rising Star recipients.Disclaimer:Abacus Wealth Partners, LLC (‘Abacus') is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. This material prepared by Abacus is for informational purposes only and is developed from sources believed to be providing accurate information. Abacus' website and its associated links offer news, commentary, and generalized research. The opinions expressed and material provided are for general information and should not be considered as a recommendation or solicitation of any particular security, strategy or investment product. It is not intended to serve as personalized tax, legal, and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Abacus is not a legal or accounting firm. Please consult with your tax and/or legal professional regarding your specific tax or legal situation when determining if any of the mentioned strategies are right for you. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed.

Grain Markets and Other Stuff
Corn Yield Clash: Crop Tour 6.1BPA Below USDA, What Does it Mean???

Grain Markets and Other Stuff

Play Episode Listen Later Aug 25, 2025 13:28


Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Corn Yield Clash3:59 Biofuel Waivers5:48 China Rhetoric9:05 The Funds are Buying?9:51 Powell Jackson Hole10:52 Cattle on Feed12:25 Flash Sales

The Steve Gruber Show
Bryan Posthumus | Exposing Michigan's Broken Budget Games

The Steve Gruber Show

Play Episode Listen Later Aug 25, 2025 7:30


Michigan House Majority Floor Leader Rep. Bryan Posthumus (R-Rockford) joins the show to break down Lansing's budget fight. While Democrats are pointing fingers about a possible shutdown, Posthumus says Republicans already had a plan months ago, and the Senate still hasn't acted. He exposes the $1B overspending problem, the $3B “placeholder” with no road plan, and explains how Republicans are working to actually fix the roads with $3.145B, without raising taxes. If Whitmer promised to “fix the damn roads,” Posthumus says it's time to keep that promise.

People's Church
Parenting On Purpose | Herbert Cooper - Audio

People's Church

Play Episode Listen Later Aug 24, 2025 35:07


1. GOD HAS A PLAN FOR YOUR CHILD Jeremiah 29:11 For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future. (NIV) 1A. VANITY PARENTING 1B. PERFECTION PARENTING 1C. RESCUE PARENTING 1D. COMPETITIVE PARENTING 2. GOD’S PLAN AND THE WORD OF GOD 2A. LOVE THE WORD OF GOD Joshua 1:8 Keep this Book of the Law always on your lips; meditate on it day and night, so that you may be careful to do everything written in it. Then you will be prosperous and successful. (NIV) 1. EMOTIONS 2. EXPERIENCES 3. FAMILY 4. FRIENDS 5. TRADITION 6. CULTURE 3. GOD’S PLAN AND THE HOUSE OF GOD Psalm 84:10 Better is one day in your courts than a thousand elsewhere; I would rather be a doorkeeper in the house of my God than dwell in the tents of the wicked. (NIV) Psalm 92:13 planted in the house of the Lord, they will flourish in the courts of our God. (NIV) A. GODLY FRIENDS B. GODLY MENTORS 3A. YOU NEED TO LOVE AND BE PASSIONATE ABOUT GOD’S HOUSE 3B. DON’T TALK BAD ABOUT CHURCH 3C. SERVE AT CHURCH 3D. EARLY ON HELP YOUR KIDS SERVE OTHERS 3E. GET YOUR KIDS ON THE DREAM TEAM AS SOON AS POSSIBLE 4. GOD’S PLAN AND THE VOICE OF GOD John 10:27 My sheep listen to my voice; I know them, and they follow me. (NIV) TIPS ON TEACHING YOUR CHILDREN TO HEAR THE VOICE OF GOD 4A. PRAY TOGETHER AS A FAMILY 4B. ASK YOUR KIDS WHAT GOD IS SPEAKING TO THEIR HEART 4C. ASK YOUR KIDS WHAT GOD IS SPEAKING TO THEM FROM THE WORD OF GOD 4D. ASK YOUR KIDS TO PRAY AND PROCESS THEIR YEARLY GOALS 4E. TEACH YOUR KIDS TO PRAY AND TO MAKE DECISIONS

Bankless
ROLLUP: Market Top? | $3B ETH ETFs | Saylor Minting Shares | Fed Turns Bullish

Bankless

Play Episode Listen Later Aug 21, 2025


On this week's Weekly Rollup Ryan and David ask if the cycle top is in and whether alt season is coming, debating if it is time to buy the dip or sell everything while reviewing 30 market signals. ETH ETFs pull in over $3B as Tom Lee buys and Saylor mints more MicroStrategy shares, yet prices remain stuck and treasury premiums compress. Meanwhile the Fed signals a pro-crypto shift, Wyoming unveils a state stablecoin, and New York threatens new taxes, setting up another pivotal week in crypto. ---

The Wolf Of All Streets
Bitcoin On The Edge! Fed Signal Sparks Big Questions

The Wolf Of All Streets

Play Episode Listen Later Aug 21, 2025 34:03


Bitcoin remains volatile as markets await Jerome Powell's Jackson Hole speech, with traders watching for signals on future rate cuts and inflation policy. Meanwhile, the banking lobby is pushing to amend the GENIUS Act, highlighting tension between Wall Street and crypto firms over stablecoin rules. In politics, the Winklevoss twins have pledged millions to a crypto super PAC aimed at shaping the 2025 elections. And in meme coin chaos, a Kanye West-themed token briefly hit a $3B market cap before crashing amid insider concerns.

Legacy Church Bible in a Year
2025 - Day 231: 2 Kings 24-25; 2 Chronicles 36

Legacy Church Bible in a Year

Play Episode Listen Later Aug 19, 2025 14:24 Transcription Available


Reading by Tina Anderson ---   2 Kings 24-25; 2 Chronicles 36   https://www.biblegateway.com/passage/?search=2%20Kings%2024-25%3B%202%20Chronicles%2036&version=ESV&interface=print