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In this deal segment episode with Pat Carino we break down one of the most unique deals featured on the podcast to date: a 300-unit, five-building ground-up development on Cape Cod, Massachusetts, acquired through the state's 40B affordable housing program on a 20+ acre site.Pat walks through how the deal first surfaced through a social media message, how it came back to market through a broker four months later, and how NRP Group ultimately won the deal in a competitive process. The conversation covers the mechanics of 40B entitlements, why the Cape Cod market is more compelling than it looks on paper, how the town's own incentives aligned perfectly with the project's approval, and how the team is navigating the Massachusetts rent control uncertainty heading into November.This episode is essential listening for any investor curious about how institutional ground-up development deals actually work — from 40B entitlements to construction type to exit planning — and what the Massachusetts legislative landscape means for multifamily development in 2025 and beyond.Join us as we dive into:A clear explanation of Massachusetts 40B: what it is, how it works, why towns strategically support "friendly 40B" projects, and how crossing the 10% affordable housing threshold removes the tool from future developersWhy wood-frame, surface-parking construction is Pat's preferred method — and how construction type, affordability requirements, and tax environment are the four key variables in any development site evaluationHow NRP prices development deals: per approved/entitled unit — and why that structure protects both buyer and seller when final unit counts are still in fluxHow the capital stack works at NRP: traditional bank construction debt combined with institutional equity from pension funds and family officesWhy Cape Cod is a stronger demand market than it appears: a large workforce commutes onto the Cape daily with almost no rental housing options — and this project fills that gapPat's honest assessment of Massachusetts rent control: how NRP has stress-tested their underwriting against worst-case scenarios, and why a 10-year new construction exemption is at least partially reassuringState-level tailwinds: a proposed sales tax exemption on building materials and a fast-track provision for the MEPA environmental review process for qualifying projectsSign up for the DealNav CRM HEREConnect with Pat Carino:Follow him on Twitter/XConnect with him on LinkedinLearn more about DealNavAre you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners
Federico Malatesta is the founder of FM Transformational Coaching™, a practice that integrates executive insight, leadership frameworks, and lived experience to explore how identity evolves through change. His background includes 15 years in oil and gas, culminating as Chief Investment Officer responsible for a $40B capital program. He is also a serial entrepreneur and writes the newsletter "Almost Everything Is Context." In 2022, Malatesta founded The Artha Ranch in Texas, which functions as both a coaching space and a working reined cow horse ranch. In today's episode of Smashing the Plateau, you will learn how to build a business rooted in lived experience, personal values, and the wisdom that only comes from navigating major life transitions.Federico and I discuss:What led Federico to leave his dream job and pursue entrepreneurship [03:27]How watching a documentary changed the direction of his life [05:00]What horses reveal about leadership and communication [06:07]Why every person — and every horse — requires a different approach [08:15]How Federico structured his boutique coaching business around a chosen lifestyle [12:13]Why solo entrepreneurs must stay connected to community to grow [15:35]What Federico means by "almost everything is context" [18:14]Learn more about Federico at https://www.federicomalatesta.com/podcast/smashingtheplateau______________________________________________________________About Smashing the PlateauSmashing the Plateau is a podcast for experienced independent leaders who have left corporate roles to build sustainable, expertise-based businesses.Each episode features a thoughtful, experience-driven conversation about what changes when you no longer have the infrastructure of an organization behind you.We explore judgment, decision-making under uncertainty, growth plateaus, identity shifts, and the role of trusted thinking partners in sustaining long-term success.______________________________________________________________Take the Next Step• Experience the power of peer perspective.Join a live guest session and connect with experienced professionals navigating similar challenges:https://smashingtheplateau.com/guest• Stay connected to the conversation.Get new episodes, reflections, and invitations delivered to your inbox:https://smashingtheplateau.com/news
Cerebras is going public with the largest commercial chip ever built, $510M in 2025 revenue, and a $24.6B backlog mostly tied to OpenAI. CJ breaks down the company's wafer-scale AI bet, why inference changed the story, the strange customer-investor-lender relationships behind the IPO, and the big question: is Cerebras the next NVIDIA-style infrastructure winner, or a concentrated hardware company with a very expensive cloud pivot?—SPONSORS:SpendHound is a SaaS spend management platform built for finance and procurement teams that want visibility and leverage in every deal. By tracking all your software, benchmarking pricing across thousands of vendors, and surfacing contracts and renewals, SpendHound helps you stop overpaying and negotiate with confidence. Trusted by teams at ZoomInfo and Hootsuite. Get started at https://www.spendhound.com/cjBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/runRightRev is an automated revenue recognition platform built for teams that have outgrown spreadsheets and billing tool workarounds. It handles high-volume subscriptions, usage-based contracts, and mid-cycle upgrades, so you can scale without scrambling at month-end. For RevRec that keeps your books clean, visit https://www.rightrev.com/CJRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY works with high-growth tech companies to navigate the messy realities of scaling—from regulatory requirements to IPO readiness. By helping teams get it right early and often, EY lets founders stay focused on building while reducing risk as they grow. Learn more at https://www.ey.com/techstartups—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNCJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and intro0:59 Cerebras: the dinner plate chip3:56 Why chip size matters for AI5:26 Old vs. new AI: inference is the bottleneck7:30 Revenue: 20x in 3 years7:49 Sponsors — SpendHound | Brex | Aleph11:33 Gross margin12:02 Net income: the one-time accounting trick12:41 Operating cash flow whipsaw13:24 RPO: $24.6B backlog13:58 Customer concentration: the UAE entities18:06 Sponsors — RightRev | Rillet | EY21:05 Cloud revenue: the inverse SaaS story22:23 Cloud gross margin collapse23:53 G42 warrants for pennies29:14 The OpenAI warrant: Funky Town31:08 $40B market cap milestone31:36 R&D and S&M breakdown33:15 Balance sheet and cash burn35:59 Red flag 1: accounting weaknesses36:37 Red flag 2: one foundry, no supply deal37:28 Red flag 3: UAE geopolitical risk38:10 Red flag 4: cloud is unproven39:02 Cap table: founders diluted40:43 Voting control: Class A, B, and N41:15 Valuation: 10–13x forward revenue41:48 Peer comparison43:47 CEO's prior issues46:10 CreditsNothing said or created by this podcast is business or investment advice#RunTheNumbersPodcast #IPO #Semiconductors #AIStrategy #FinanceLeadership
The AI gold rush is continuing to change the future of infrastructure, but at what cost? In this episode of the Tech Field Day News Rundown, Alastair Cooke is joined by Vincent Celindro to break down the biggest enterprise tech stores of the week. Belden's $1.85B acquisition of RUCKUS Networks signals a major push toward full-stack IT/OT convergence, Meanwhile, Broadcom rolls out VMware Cloud Foundation 9.1, promising lower costs and AI-ready private cloud at scale. Google backs Anthropic with up to $40B, while Amazon, Microsoft, Alphabet, and Meta prepare to pour a combined $725B into AI infrastructure. Are winners being decided before the race is over? They also explore IBM's Envizi API tackling carbon reporting complexity, TSMC's warning of prolonged chip shortages despite massive expansion, and how Samsung, SK Hynix, and Micron Technology are already pushing toward DDR6.This and more on the Tech Field Day News Rundown with Alastair Cooke and Vincent Celindro. Time Stamps: 0:00 - Cold Open 0:26 - Welcome to the Tech Field Day News Rundown1:05 - Belden's $1.85B RUCKUS Deal Signals Push to Become a Full-Stack Networking Powerhouse3:03 - Broadcom VCF 9.1 Update Provides Lower Costs, AI-Ready Cloud7:02 - Google Commits Up to $40B to Anthropic in AI Power Play9:47 - IBM Targets Carbon Accounting Chaos with New Envizi Emissions API13:10 - TSMC Plans $56B Fab Spending Surge—But AI Demand Is Still Outpacing Supply15:47 - DDR6 Development Begins: Next-Gen Memory Could Double Performance18:48 - Big Tech's $725 Billion AI Gamble Is Redefining the Future of Infrastructure24:05 - The Weeks Ahead25:29 - Thanks for WatchingTune in every Wednesday for the IT news of the week with a variable degree of snarkiness. Guest Host: Vincent Celindro, Director of Strategic Sales and Technology, Quantum Foundry Follow our hosts Tom Hollingsworth, Alastair Cooke, and Stephen Foskett. Follow Tech Field Day on LinkedIn, on X/Twitter, on Bluesky, and on Mastodon.
The AI XR Podcast had a massive news week and one of its best guest conversations of the year. Caspar Thykier and Connell Gauld, CEO and CTO co-founders of Zappar, joined Charlie Fink and Ted Schilowitz to talk about something deceptively simple: helping people find stuff.Zappar's new product, Spaces, is app-free indoor navigation built on the web. QR code or link in a meeting invite — your phone shows AR breadcrumbs to the nearest restroom, the right meeting room, the hospital ward three floors away. No app download. No specific hardware. No Azure dependency. Caspar put the pitch simply: it's fundamentally just helping people find stuff. Connell's vision: the same technology running in glasses indistinguishable from a regular pair, within four to five years.AI XR News: Elon Musk's $135 billion lawsuit against OpenAI went to trial in Berkeley. OpenAI's IPO may be pushed to 2027 over its CFO reporting structure and $600B CapEx problem. Meta is laying off 20% of its staff in two waves. Google earnings were up 10% while Meta got punished. Freepik rebranded as Magnifi with $230M ARR and a million paid subscribers. Samsung announced displayless AI smart glasses. Google partnered with Gucci for another AI glasses play. And Google put $40 billion into Anthropic.Key Moments:[00:03:02] Elon vs. Sam: the $135 billion trial[00:05:09] OpenAI's IPO in jeopardy — CFO structure and $600B CapEx[00:07:12] Meta's 20% layoffs and Charlie's read on bad CEO behavior[00:10:32] Freepik becomes Magnifi: $230M ARR, a million subscribers[00:13:10] Samsung Galaxy XR and Google x Gucci smart glasses[00:15:15] Google puts $40B into Anthropic — a cloud play[00:21:06] Spaces: turn-by-turn AR indoor navigation, no app required[00:41:13] 16 years in XR: how Zappar survived by being the cockroachBrought to you by Zappar, the company behind Mattercraft — the leading visual development environment for immersive 3D web experiences. Start building at mattercraft.io. Watch the Full episode on YouTube: https://youtu.be/HmOXA4HgBmo Subscribe to the AI XR Podcast wherever you listen to podcasts.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Ravi Gupta sits down with Bradley Tusk to break down New York City's mounting budget crisis, a $6B deficit, and the tough choices facing Mayor Mamdani. They dig into the city's $40B education system—why it spends more than anywhere else yet delivers mediocre results—and what real reform could look like. The conversation spans everything from union power and government inefficiency to housing, public safety, and the future of urban leadership. It's a sharp, unfiltered look at whether Mamdani has the political courage to move beyond ideology and actually fix what's broken. Bradley Tusk's The Firewall Podcast ____________ Leave us a voicemail with your thoughts on the show! 201-305-0084 Follow Ravi at @RaviMGupta Notes from this episode are also available on Substack: https://thelostdebate.substack.com/ Read more from Ravi on Substack: https://realravigupta.substack.com Follow The Branch at @thebranchmedia Listen to more episodes of Lost Debate on Apple: https://podcasts.apple.com/us/podcast/the-lost-debate/id1591300785 Listen to more episodes of Lost Debate on Spotify: https://open.spotify.com/show/7xR9pch9DrQDiZfGB5oF0F Listen to Where the Schools Went: https://thebranchmedia.org/show/where-the-schools-went/
This week: four hyperscalers reported earnings on the same day, NVIDIA briefly crossed $5 trillion in market cap, OpenAI broke Azure exclusivity, and Google put $40 billion into Anthropic. Patrick Moorhead and Daniel Newman call it the most consequential week in AI infrastructure history and suggest the bull thesis just got its vote of confidence. The handpicked topics for this week are: OpenAI Breaks Azure Exclusivity — Both Patrick and Daniel were in the room for the original OpenAI-Microsoft announcement, and they both knew it wasn't the end of the story, it was just the beginning. The restructured deal keeps Microsoft on IP rights through 2032 and a guaranteed 20% revenue share through 2030, but the AGI trigger clause that would have ended payments is gone. The very next day OpenAI went live on AWS, the first non-Microsoft hyperscaler to carry it. Dan's read: model companies need more compute than any one hyperscaler can offer, and every hyperscaler needs access to all the models. Nobody wins with exclusivity anymore. (The Decode) Google Puts $40 Billion Into Anthropic — Pat spells it out: Anthropic just became AI's first joint custody child, with Amazon and Google as the parents and a $73 billion college fund. Google, which already had stakes in Anthropic and SpaceX, posted a $37 billion investment gain in a single quarter solely from valuation improvements, and now holds dual hyperscaler structural backing for Anthropic that Pat says OpenAI simply can't match. Daniel's thesis lands again: models are not the moat. Compute is the moat. Everybody is figuring that out now. (The Decode) The CPU War Is On: Meta Goes to AWS for Graviton — Meta recently secured a multi-year, multi-billion dollar Graviton agreement with AWS after being caught off-guard regarding both compute resources and models. Andy Jassy noted that demand was so high he had to decline two customers who sought to purchase his "entire Graviton capacity." During his victory lap, Pat highlighted a significant shift in agentic workloads: the CPU-to-GPU ratio has plummeted from 16-to-1 to nearly 2-to-1, with some cases already reaching 1-to-1 parity. The CPU war is the story nobody saw coming fast enough, including AMD and Intel. (The Decode) OpenAI 5.5 Review: Shows Promise, But Not Amazing — Daniel tested the new model and shared his take: not blown away but not unhappy either. Pat moved some workloads back to test it and liked what he found, particularly on research. The 38% reduction in reasoning-intensive tasks is the ROI answer OpenAI has right now. But both hosts flag the bigger question: What happens when token subsidies end and real agentic workflow costs hit the tape? That is the moment that opens the door for open source, small models, and enterprise-specific deployments. The model moat, Dan says for the third time this episode, "just does not exist anymore." (The Decode) China AI and the Open Source Question — Daniel went long on this in a live CNBC stream and brings the sharpest take to the show: serious US companies are not going to scale their products on Chinese models. He predicts it will play out like TikTok, regionally distributed to markets with lower concern about data sovereignty. Pat's hedge: open source is a legitimate pressure valve on frontier model pricing, but only if Chinese labs aren't stealing IP to get there. If the frontier model companies stop investing because there's no money in it, the whole ecosystem loses. NVIDIA has the clearest opportunity to step in and fill the open source gap without competing with its own customers. (The Decode) The Flip: Is $700 Billion in Hyperscale AI CapEx Delivering Returns Fast Enough? Daniel took the pro stance: Google Cloud at 63% growth, $460 billion in backlog, quarter-over-quarter doubling. Azure at 40%, AWS at 28% fastest growth in 15 quarters. Meta at 33%, fastest growth since 2021, generating $32 billion in operating cash flow in a single quarter. Only 20% of enterprises are using AI and only 2% of consumers. Pat's counter: Microsoft is down 12% year to date despite beating estimates. ServiceNow off 14% after a beat and raise. The market is completely skeptical, and $700 billion in CapEx so Anthropic and OpenAI can crank out $100 billion in revenue is not yet a clean return story. Both hosts admit they agreed on more than they let on. The real question isn't whether companies are spending too much, it might actually be whether they're spending enough. (The Flip) Fed Holds, 8-4 Vote — In a macro look at the markets, hosts report that the Fed held rates steady, with the most dissents since October 1992. Pat's read: it means nothing for the tech trade right now but is a re-rating of the discount rate long term. Daniel thinks cuts are still coming because housing is stalled and nothing else moves the broader economy without it. Confirmation of the new Fed chair is something to watch. (Bulls and Bears) NVIDIA Crosses $5 Trillion — Daniel called it, and it happened faster than he thought was realistic, just like $2, $3, and $4 trillion before it. A $5 trillion market cap is a market verdict on supply constraint and demand visibility. His position remains: every estimate of the AI market between now and 2030 is too low because nobody has the gall to estimate what exponential scale actually looks like. (Bulls and Bears) Microsoft, AWS, and Google Cloud Earnings — The cloud race is heating up with Google Cloud leading at 63% growth, while Azure hit 40% and AWS saw its fastest expansion in 15 quarters at 28%. Pat points to Microsoft's massive 700,000-seat Copilot deal with Accenture as a key indicator of its enterprise advantage, noting that businesses prefer established partners over direct labs for AI. Daniel highlights a clear market shift: Google's demonstrated ROI earned investor rewards, whereas Meta faced pushback for increasing CapEx without a defined enterprise revenue stream. In this "hard ROI era," strategic capital allocation is making all the difference. (Bulls and Bears) Samsung, Apple, and Qualcomm — Samsung has transitioned from facing negative gross margins to becoming a premier global profit leader. In Pat's view, this surge represents a long-awaited correction following years of intense pricing pressure. SK Hynix and Micron are similar beneficiaries and Daniel has been pounding the table on Micron for a reason. Apple beat solidly everywhere, proved the iPhone 17 cycle is real, blew up the China headwind argument, and grew services to an all-time high at $31 billion. The episode closes on a high note with Qualcomm hitting a major milestone: a hyperscaler is now leveraging their AI silicon, with material impact expected in 2027. As Pat noted in his summary tweet, the short sellers are definitely feeling the heat right now. (Bulls and Bears) Want the full breakdown? Be a part of our community. Hit that subscribe button on our Youtube channel! The Decode OpenAI Breaks Azure Exclusivity — Models, Codex, and Managed Agents Now on AWS https://www.businessinsider.com/openai-microsoft-partnership-agreement-changes-cloud-providers-agi-2026-4 https://openai.com/index/openai-on-aws/ Google Commits Up to $40B in Anthropic — AI Lab Capital Concentration Reaches Historic Scale https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ https://tech-insider.org/google-40-billion-anthropic-investment-tpu-compute-2026/ https://x.com/danielnewmanUV/status/2049994186309468408 Meta Signs Multibillion-Dollar Deal for Tens of Millions of AWS Graviton5 Cores — Agentic AI Becomes a CPU Story https://about.fb.com/news/2026/04/meta-partners-with-aws-on-graviton-chips-to-power-agentic-ai/ https://www.aboutamazon.com/news/aws/meta-aws-graviton-ai-partnership https://www.geekwire.com/2026/meta-signs-multibillion-dollar-deal-to-use-amazons-graviton-chips-for-agentic-ai/ OpenAI Releases GPT-5.5 — New Intelligence Tier for Agents, Coding, and Research https://www.cnbc.com/2026/04/23/openai-announces-latest-artificial-intelligence-model.html https://community.openai.com/t/gpt-5-5-is-here-available-in-the-api-codex-and-chatgpt-today/1379630 The China AI Pricing Divide — DeepSeek, Kimi, and Open-Weight Chinese Models Running at Fractions of OpenAI/Anthropic Cost https://www.youtube.com/watch?v=UjdFa1eyIWI https://artificialanalysis.ai/models/deepseek-v4 https://the-decoder.com/kimi-k2-pricing-vs-openai-anthropic/ https://venturebeat.com/technology/deepseek-v4-arrives-with-near-state-of-the-art-intelligence-at-1-6th-the-cost-of-opus-4-7-gpt-5-5 The Flip With Alphabet, Microsoft, and Meta All Reporting Earnings Today — Is the $500B+ Hyperscaler AI Capex Cycle Delivering Returns Fast Enough to Avoid a Reckoning? FOR: Google Cloud at 27% margin and $35B+ quarterly revenue pace is proof the cycle pays https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/alphabet-earnings-preview-q1-2026 Meta's $115-135B capex is being funded by 31% revenue growth — not debt https://tickeron.com/blogs/meta-platforms-meta-q1-2026-earnings-preview-31-revenue-growth-in-sight-12881/ Nvidia's $5T market cap and $1T+ in forward order visibility confirms demand is not slowing https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html AGAINST: Microsoft is down 12% YTD despite beating estimates last quarter — the market is skeptical https://www.geekwire.com/2026/microsoft-earnings-preview-after-a-357-billion-wipeout-tech-giant-gets-another-chance/ ServiceNow -14% after a beat-and-raise is the most important AI earnings signal of the week https://www.cnbc.com/2026/04/22/servicenow-now-earnings-q1-2026.html Meta just raised 2026 capex to $125-145B and shareholders punished the stock for it — the market is pricing in a payback timing problem https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/ Bulls & Bears Fed Holds Rates Steady at 3.5-3.75% in Powell's Final Press Conference — 8-4 Vote is Most Dissents Since October 1992 https://www.cnbc.com/2026/04/29/fed-interest-rate-decision-april-2026.html https://www.foxbusiness.com/economy/federal-reserve-interest-rate-decision-april-29-2026 https://www.kiplinger.com/news/live/fed-meeting-updates-and-commentary-april-2026 Nvidia Hits $5T Market Cap and All-Time High — First Record Since October https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html https://polymarket.com/event/will-nvda-hit-week-of-april-27-2026 The Hyperscaler Cloud Read — AWS Reaccelerates to 28%, Microsoft Azure to 40%, AI Run Rates $15B+ and $37B https://www.heygotrade.com/en/blog/amazon-q1-2026-earnings-reaction/ https://www.cnbc.com/2026/04/29/aws-earnings-q1-2026.html https://www.microsoft.com/en-us/Investor/earnings/FY-2026-Q3/income-statements https://www.marketbeat.com/originals/microsofts-maia-200-the-profit-engine-ai-needs/ Mag 7 Capex Read — Alphabet's Cloud Backlog Hits $460B+ While Meta Raises 2026 Capex to $125-145B https://www.cnbc.com/2026/04/29/alphabet-googl-q1-2026-earnings.html https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/ Samsung Electronics Q1 2026 — Record Quarter on AI Memory Boom; First Mass HBM4 Shipment to NVIDIA Vera Rubin https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2026-results https://www.techbuzz.ai/articles/samsung-electronics-announces-first-quarter-2026-results https://www.sammobile.com/news/samsung-q1-2026-profit-hits-record-high-ai-chip-boom/ Apple Q2 FY2026 — Record $111.2B Revenue (+17%), Greater China +28%, $100B Buyback Authorized; Cook's 89th Earnings Call https://9to5mac.com/2026/04/30/apple-reports-q2-2026-earnings-111-2-billion-in-revenue-up-17/ https://www.macrumors.com/2026/04/30/apple-2q-2026-earnings/ https://www.stocktitan.net/news/AAPL/apple-reports-second-quarter-gy0ooebphoid.html https://www.bloomberg.com/news/live-blog/2026-04-30/apple-second-quarter-earnings Qualcomm Q2 Earnings https://investor.qualcomm.com/files/doc_financials/2026/q2/FY2026-2nd-Quarter-Earnings-Presentation_4-29-26_Final.pdf https://www.benzinga.com/quote/QCOM/earnings https://finance.yahoo.com/markets/stocks/article/qualcomm-reports-better-than-anticipated-q2-earnings-stock-rises-over-10-155935310.html
Our 243rd episode with a summary and discussion of last week's big AI news!Recorded on 04/29/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:OpenAI released GPT-5.5 with strong coding-oriented improvements, a system card discussing chain-of-thought monitorability and misalignment testing, higher pricing than GPT-5.4, and notable quirks like a system-prompt warning about “goblins.”xAI launched Grok Voice Think Fast 1.0, claiming large benchmark leads for real-time voice agents and reporting major Starlink customer-support automation and sales conversion impact.DeepSeek open-sourced DeepSeek V4 (Pro and Flash) featuring MoE scaling and 1M-token context via hybrid/compressed attention changes, while Tencent released Hunyuan 3 preview with weaker benchmark performance; a new long-horizon agent benchmark (Clawmark) shows low task success rates.Major business, legal, and policy updates include Google's planned up-to-$40B investment and 5GW compute commitment to Anthropic, Meta's AWS Gravitron deal and China blocking Meta's Manus acquisition, a revamped OpenAI–Microsoft agreement, ongoing Musk–OpenAI trial developments, and new safety/security research on sabotage, document degradation under delegation, and bit-flip attacks.Timestamps:(00:00:10) Intro / Banter(00:02:00) News Preview(00:02:26) Response to listener comments(00:02:55) SponsorsTools & Apps(00:05:55) OpenAI Unveils Its New, More Powerful GPT-5.5 Model - The New York Times(00:23:33) xAI Launches grok-voice-think-fast-1.0: Topping τ-voice Bench at 67.3%, Outperforming Gemini, GPT Realtime, and More - MarkTechPost(00:29:00) Claude can now plug directly into Photoshop, Blender, and Ableton | The VergeProjects & Open Source(00:29:38) China's DeepSeek releases preview of long-awaited V4 model as AI race intensifies(00:47:05) Tencent Unveils Hy3 preview; Model Enhances Agent Capabilities and Real-World Usability - Tencent 腾讯(00:50:14) ClawMark: A Living-World Benchmark for Multi-Turn, Multi-Day, Multimodal Coworker AgentsApplications & Business(00:53:03) Google Plans to Invest Up to $40 Billion in Anthropic(00:56:26) Meta will use hundreds of thousands of AWS Graviton chips(00:59:51) China blocks Meta's $2 billion takeover of AI startup Manus(01:01:45) OpenAI shakes up partnership with Microsoft, capping revenue share payments(01:07:13) Elon Musk Testifies of AI Risk at Trial, Says OpenAI Tried to ‘Steal' a Charity - WSJ(01:11:50) Judge rejects DOJ bid to delay Anthropic appeal in Pentagon dispute(01:14:42) Google's Gemini can now run on a single air-gapped server — and vanish when you pull the plug(01:19:07) DeepMind's David Silver just raised $1.1B to build an AI that learns without human data | TechCrunchPolicy & Safety(01:22:47) Evaluating whether AI models would sabotage AI safety research(01:28:59) LLMs Corrupt Your Documents When You Delegate(01:32:50) Temporal Sparse Autoencoders: Leveraging the Sequential Nature of Language for Interpretability(01:39:53) Memorandum on Adversarial Distillation of American AI Models(01:41:41) Teen boys are dating their AI chatbots—and experts warn it could kill their careers | Fortune(01:43:57) Announcing the Anthropic Economic Index Survey(01:45:21) Scoop: CISA lacks access to Anthropic's MythosSynthetic Media & Art(01:48:03) Taylor Swift Files to Trademark Voice and Likeness to Protect Against AI MisuseResearch & Advancements(01:49:15) Maximal Brain Damage Without Data or Optimization: Disrupting Neural Networks via Sign-Bit FlipsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This is a recap of the top 10 posts on Hacker News on April 24, 2026. This podcast was generated by wondercraft.ai (00:30): DeepSeek v4Original post: https://news.ycombinator.com/item?id=47884971&utm_source=wondercraft_ai(01:59): I cancelled Claude: Token issues, declining quality, and poor supportOriginal post: https://news.ycombinator.com/item?id=47892019&utm_source=wondercraft_ai(03:28): Google plans to invest up to $40B in AnthropicOriginal post: https://news.ycombinator.com/item?id=47892074&utm_source=wondercraft_ai(04:58): Sabotaging projects by overthinking, scope creep, and structural diffingOriginal post: https://news.ycombinator.com/item?id=47890799&utm_source=wondercraft_ai(06:27): Norway set to become latest country to ban social media for under 16sOriginal post: https://news.ycombinator.com/item?id=47891019&utm_source=wondercraft_ai(07:57): How to be anti-social – a guide to incoherent and isolating social experiencesOriginal post: https://news.ycombinator.com/item?id=47888372&utm_source=wondercraft_ai(09:26): Spinel: Ruby AOT Native CompilerOriginal post: https://news.ycombinator.com/item?id=47887334&utm_source=wondercraft_ai(10:56): Ubuntu 26.04Original post: https://news.ycombinator.com/item?id=47885596&utm_source=wondercraft_ai(12:25): Why I Write (1946)Original post: https://news.ycombinator.com/item?id=47884768&utm_source=wondercraft_ai(13:55): Habitual coffee intake shapes the microbiome, modifies physiology and cognitionOriginal post: https://news.ycombinator.com/item?id=47885377&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
DeepSeek dropped V4 Pro and V4 Flash, undercutting US labs on price by roughly 5x. OpenAI fired back with GPT-5.5, reclaiming benchmark crowns from Claude. Meta confirms 8,000 layoffs on May 20, and Google plans to invest up to $40B in Anthropic. DeepSeek releases its new flagship models V4 Pro and V4 Flash in preview, saying V4 Pro trails the performance of state-of-the-art models by about 3 to 6 months (Bloomberg) Simon Willison's comparison chart of DeepSeek V4 pricing vs. US frontier models (Simon Willison) OpenAI says "GPT-5.5 matches GPT-5.4 per-token latency in real-world serving", performs "at a much higher level of intelligence", and is more capable for Codex (OpenAI) Meta plans to cut 10% of its employees, or ~8,000 jobs, on May 20 and won't fill 6,000 open roles, trying to boost efficiency and offset its heavy AI spending (Bloomberg) Google plans to invest up to $40B in Anthropic: $10B now at a $350B valuation, with another $30B if Anthropic hits performance targets (Bloomberg) Weekend Longreads Suggestions A look at the AI nonprofit METR, maker of maybe the most important AI benchmark, whose time-horizon metrics are used by researchers and Wall Street to track AI development (NYT) The Infinite Machine Olto e-bike review: a more elegant solution for trips too long to walk but too short to drive (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices
In episode 294 of the IDEAS+LEADERS Podcast, I'm joined by Federico Malatesta, founder of FM Transformational Coaching, executive and transformational coach, and former CIO of a $40B energy portfolio. Today, Federico works with executives and high-achievers navigating complex transitions, helping them make sense of uncertainty, understand real trade-offs, and act with intention when the old story no longer fits.We explore what happens when leadership is no longer about having the right answers, why many of the frameworks we rely on fail in real life, and how identity, context, and decision-making shift in moments of transition. In this episode, we discuss:Why leadership frameworks often break down in complex situationsWhat it means to read context instead of chasing certaintyWhat happens when the story you've been telling about yourself no longer worksThe myth of the “authentic self” and why it can be misleadingWhy midlife is a necessary redesign rather than a breakdownHow horses can reveal stress patterns and leadership blind spotsTune in for a reflective and insightful conversation on leadership, identity, and navigating complexity with intention.You can connect with Federico here: https://federicomalatesta.com/Thank you for joining me on this episode of IDEAS+LEADERS. If you enjoyed this episode, please share, subscribe and review so that more people can enjoy the podcast on Apple https://apple.co/3fKv9IH or Spotify https://sptfy.com/Nrtq.
Our 240th episode with a summary and discussion of last week's big AI news!Recorded on 04/08/2026 (sorry I keep releasing stuff late, will get better with it soon!)Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:Anthropic launched Project Glasswing and previewed Claude Mythos, a general-purpose model withheld from broad release due to dramatically stronger autonomous offensive cybersecurity performance (including zero-day discovery), alongside concerning bio/virology uplift results and documented deception/containment-escape behaviors; pricing is far higher than Opus and most discovered vulnerabilities remain unpatched.Product and platform updates included Google's Gemini 3.1 Flash Live for real-time multilingual voice conversation, Suno v5.5 personalization features, Anthropic tightening Claude Code/OpenClaw access and usage limits, OpenAI canceling an “adult mode,” and Microsoft releasing MAI models for speech-to-text, audio generation, and image generation.Business and market developments featured Anthropic's revenue run rate surpassing $30B and a major Google/Broadcom TPU compute expansion, SoftBank taking a $40B short-term loan to fund OpenAI commitments, Granola reaching a $1.5B valuation, Anthropic buying Coefficient Bio for $400M, and OpenAI acquiring the TBPN business talk show.Policy, open-source, and geopolitics included Z.ai releasing open-weight GLM 5.1 and a multimodal GLM model, Google open-sourcing Gemma 4 under Apache 2.0, a judge blocking the Pentagon's “supply chain risk” label against Anthropic, research on LLM “emotion vectors” and OpenAI meta-gaming during RL, China restricting Manus founders amid Meta deal review, scrutiny of Nvidia's chip-smuggling claims, China chipmakers gaining market share, and Iran framing cloud data centers as military targets.Timestamps:(00:00:10) Intro / BanterTools & Apps(00:01:58) Anthropic debuts ‘Project Glasswing' and new AI model for cybersecurity | The Verge(00:18:22) Gemini Live gets ‘biggest upgrade yet' with Gemini 3.1 Flash Live(00:20:40) Anthropic says Claude Code subscribers will need to pay extra for OpenClaw usage | TechCrunch(00:25:36) OpenAI abandons yet another side quest: ChatGPT's erotic mode | TechCrunch(00:26:16) Microsoft takes on AI rivals with three new foundational models | TechCrunch(00:31:25) Suno leans into customization with v5.5 | The VergeApplications & Business(00:32:53) Anthropic announces deal with Google, Broadcom, says revenue has tripled(00:37:53) Sam Altman May Control Our Future—Can He Be Trusted? | The New Yorker(00:40:18) OpenAI, Anthropic, Google Unite to Combat Model Copying in China - Bloomberg(00:41:45) Chinese chipmakers claim nearly half of local market as Nvidia's lead shrinks(00:45:20) SoftBank secures $40 billion loan to boost OpenAI investments(00:47:23) Granola raises $125M at $1.5B valuation for its AI note-taking app - SiliconANGLE(00:48:17) Anthropic acquires stealth startup Coefficient Bio in $400M deal(00:50:20) OpenAI acquires TBPN, the buzzy founder-led business talk show | TechCrunchProjects & Open Source(00:53:04) Z.AI Introduces GLM-5.1: An Open-Weight 754B Agentic Model That Achieves SOTA on SWE-Bench Pro and Sustains 8-Hour Autonomous Execution - MarkTechPost(00:55:14) Google announces Gemma 4 open AI models, switches to Apache 2.0 license - Ars Technica(01:01:26) Z.ai Launches GLM-5V-Turbo: A Native Multimodal Vision Coding Model Optimized for OpenClaw and High-Capacity Agentic Engineering Workflows EverywherePolicy & Safety(01:04:45) Judge blocks Pentagon's effort to ‘punish' Anthropic by labeling it a supply chain risk(01:10:05) Emotion concepts and their function in a large language model(01:21:12) China bars Manus co-founders from leaving country amid Meta deal review, FT reports(01:25:38) US lawmakers ask whether Nvidia CEO's smuggling remarks misled regulators(01:27:48) How far does alignment midtraining generalize?(01:32:20) Metagaming matters for training, evaluation, and oversight(01:39:31) Iran says it has struck Oracle data center in Dubai, Amazon data center in Bahrain — country has threatened to attack Nvidia, Intel, and others, tooSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
A federal judge used the word "Orwellian" this week to describe the U.S. government's attempt to blacklist one of its own AI companies for refusing to build autonomous weapons. Week four of the Iran war brought missiles into Saudi Arabia, oil past $100 a barrel, and a White House deadline that could take out Iran's power grid by April 6. Back home, TSA workers are six weeks into working without pay while ICE agents fill their posts at airports.In tech, SoftBank borrowed $40 billion — with no collateral, due back in 12 months to double down on OpenAI, now valued at $730 billion. The loan structure is Wall Street's clearest signal yet that an OpenAI IPO is coming before year's end. Meanwhile Meta took two jury verdicts on the same day — $375 million in New Mexico, $6 million in California — for what those juries said the platforms did to kids. Over 1,500 more cases are waiting in line.And Apple, the company that spent 20 years telling you its ecosystem was the best on earth, just licensed Google's AI to fix Siri.Ricker and Bon. Let's get into it.U.S. soldiers wounded in Iranian missile strike on Saudi air base; oil hits $103; April 6 Hormuz deadline setSoftBank borrows $40B unsecured to fund OpenAI at $730B valuation — IPO signalFederal judge blocks Pentagon from blacklisting Anthropic after it refused to build autonomous weaponsMeta hit with $375M and $6M jury verdicts in same week over harm to children; 1,500 cases pendingNetflix raises prices across all tiers same week it closed $600M AI acquisitionApple licenses Google's Gemini to fix Siri
On this week's episode of That Tech Pod, we sit down with Michel Langlois, a longtime engineering leader whose career spans the rise of modern networking, from scaling Cisco's IOS platform to leading as CTO at Calix. He joins us to cut through the noise around AI in network security and talk about what's actually happening under the hood.We get into how AI is actually being used inside modern networks, replacing work that once depended on experienced engineers, and where it's truly improving operations versus where it's still overhyped. That naturally raises the bigger question: is AI making network engineers better, or starting to replace parts of the role? We also explore the growing risk to telecom and broadband infrastructure, how exposed access networks really are, and whether the industry is taking those threats seriously enough, along with whether AI is reducing alert fatigue or just creating smarter noise. To close, Michel shares lessons from decades of building and leading engineering teams, including how to keep AI efforts focused on real outcomes instead of endless experimentation, and what it takes to actually bring these technologies into production at scale.Michel Langlois has spent nearly four decades at the center of network innovation, helping scale some of the most important software platforms in modern connectivity. At Cisco Systems, he helped build and lead the global IOS engineering organization as the company grew from a $1B business to more than $40B. At Juniper Networks, he overhauled Junos software development to improve speed, quality, and scale. And during a decade as CTO at Calix, he helped reshape the company's product strategy and engineering culture, contributing to a fourfold increase in revenue and a tenfold jump in market cap.Today, Langlois advises CEOs and boards during key growth inflection points, helping companies scale without breaking their engineering core. A Forbes Tech Council contributor and author of the Amazon bestseller Beyond the Code, he focuses on the intersection of AI-driven networking, cloud transformation, and organizational design.
Chris Bae Founder of Enhanced Digital Group, and Rory Murray, Director of Digital Asset Management at CleanSpark, join us to talk about the professionalization of the Bitcoin mining industry. From managing $40 billion at UBS to overseeing 13,300 BTC at CleanSpark, Rory & Chris break down the three regimes of mining evolution: Wildcat, Market Share, and the current Margin era. We explore why the "Texas Hedge" is failing, how miners use options to manage risk, and why the next frontier for hashrate is AI data centers. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** * CleanSpark holds ~13,300 BTC * Chris Ray formerly managed $40B at UBS. * BTC -20% drawdown recovery averages 18 days. * Texas hedge: Doubling down on BTC exposure. * Shift toward AI and HPC in mining data centers. Timestamps: 00:00 Start 00:45 Chris' background 05:08 How Rory knows Chris 07:16 Miners hedging risk, or not... 11:55 Reflecting on mining history 20:31 Ellipsis labs 21:18 It's "expansion" not a "pivot" sir 26:22 Bitcoin is the hurdle rate for compute 30:15 Private credit 41:32 What's big money doing right now? 45:06 What's the deal with 10/10/25? 1:00:57 Everything is fake 1:10:24 The age of GRIFT The Gwart Show is sponsored by Ellipsis Labs. Ellipsis Labs builds the most efficient on-chain markets. Their orderbook and Prop AMM products have delivered price improvement to hundreds of billions of dollars in retail volume. Now, they are bringing their expertise to build Phoenix, the best on-chain perpetuals platform. Ellipsis Labs is hiring New York-based engineers. If you're an engineer looking to work with a proven team in making DeFi better, go to ellipsislabs dot xyz slash careers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Three NEW topics on climate tech finance, decision tools, and mindful leadership:Finance — Plan for your exit at the beginning (not the end)Tools — Jobs To Be Done framework (from the Father of Disruptive Innovation)Leadership — The monkey lesson (from Google's Moonshot Factory)------------Join EFI's CEO group — The private room for climate CEOs making nine-figure decisions Become an EFI Climate CEO Fellow: a confidential peer community for VC- and private equity-backed CEOs in climate tech and sustainability. Capped at 50 CEOs and 50 investor mentors, representing $40B in market value or investment assets.
March 18, 2026: Your daily rundown of health and wellness news, in under 5 minutes. Today's top stories: F45 launches PEAK500 with Red Bull, a 30-minute in-studio competition with global leaderboard as brand creates its own fitness racing format Bain report finds 113 insurgent wellness brands drove 36% of CPG growth, with 44% promoting better-for-you claims and growing 10x faster than category average Dick's Sporting Goods doubles down on $40B youth sports market where average family spending rose 46% to $1K+ annually since 2019 More from Fitt: Fitt Insider breaks down the convergence of fitness, wellness, and healthcare — and what it means for business, culture, and capital. Subscribe to our newsletter → insider.fitt.co/subscribe Work with our recruiting firm → https://talent.fitt.co/ Follow us on Instagram → https://www.instagram.com/fittinsider/ Follow us on LinkedIn → linkedin.com/company/fittinsider Reach out → insider@fitt.co
Hard Choices: One decision. Why it matters. So what?Do you want to work on your idea? Or the best idea in the room?Founders are paid to have conviction. The risk is confusing conviction with correctness.------------Join EFI's CEO group — The private room for climate CEOs making nine-figure decisions Become an EFI Climate CEO Fellow: a confidential peer community for VC- and private equity-backed CEOs in climate tech and sustainability. Capped at 50 CEOs and 50 investor mentors, representing $40B in market value or investment assets.
Three NEW topics on climate tech finance, decision tools, and mindful leadership:Finance — Gross Margin: Quality > PercentTools — Quiz: The 5 Types of WealthLeadership — Motivation: Identity > Consequences------------Join EFI's CEO group — The private room for climate CEOs making nine-figure decisions Become an EFI Climate CEO Fellow: a confidential peer community for VC- and private equity-backed CEOs in climate tech and sustainability. Capped at 50 CEOs and 50 investor mentors, representing $40B in market value or investment assets.
MIT PhD tech to mine lithium in low-concentration domestic reserves without chemical reagents or excess water use
Three NEW topics on climate tech finance, decision tools, and mindful leadership:Finance — Uncapped upside and capped downside.Tools — The Lean Canvas: Your business plan is wrong. Leadership — Stories do what strategy can't.------------Join the top climate CEO peer group in North America.Become an EFI Climate CEO Fellow — a confidential peer community for Series A to private equity-backed CEOs in climate tech and sustainability. Capped at 100 CEOs and investor mentors, representing $40B in market value or investment assets.
Investor lessons from working at three billion-dollar companies and mentoring 200+ founders.
Chasity Wedgeworth is a constitutional conservative running for U.S. Congress to restore faith, freedom, family, and the rule of law. She believes government exists to protect liberty — not manage lives — and that Texas deserves leadership grounded in the Constitution, not political theater.Jay Maguire is founder of CRAFT and ED of the Texas Hemp Federation, fights for hemp and cannabis policy that makes sense. Lobbyist, strategist, raconteur—he decodes Texas politics with wit, grit, and a sharp eye for the stories others miss.https://rumble.com/user/BlazedNewsShow Can Be Viewed Here: Temporarily on Break from YouTube because they think our content is Bad.Rediculous . . . these are federally legal products and a 40B regulated industry,Yet YouTube thinks having a discussion about policy of Hemp is a Violation of its Terms,when other shows are flat out smoking blunts on their shows. I just dont get it.RD
Hard Choices: One decision. Why it matters. So what?Over-reliance on a few major customers may feel like a win but creates fragility and triggers valuation discounts from wary investors. Leaders must prioritize revenue diversification and cap exposure before a single buyer gains "veto rights" over the business.------------Join the top climate CEO peer group in North America.Become an EFI Climate CEO Fellow — a confidential peer community for Series A to private equity-backed CEOs in climate tech and sustainability. Capped at 100 CEOs and investor mentors, representing $40B in market value or investment assets.
How micro power plants on residential rooftops are reducing electricity costs and removing power utility bottlenecks.
Here are three NEW topics on climate tech finance, decision tools, and mindful leadership:
The leading provider of wildfire and extreme weather risk mitigation solutions protecting communities and assets for utilities, insurance, and fire agencies
Here are today's three NEW topics on climate tech finance, decision tools, and mindful leadership:
VC backing for the world's most compact, modular, and cost-effective electric powertrains without rare earth minerals risk
Here are today's three NEW topics on climate tech finance, decision tools, and mindful leadership:
Producing the highest performance, lowest power, and best total cost of ownership solution for AI transformer model inference.
Here are today's five NEW topics on climate & clean energy, startup investment, AI for entrepreneurs, and mindfulness in leadership:1.
Using off-the-shelf tech to convert methane, CO2 emissions, and waste into carbon-negative fuels and green chemicals like methanol and ammonia.
Here are today's five NEW topics on climate & clean energy, startup investment, AI for entrepreneurs, and mindfulness in leadership:1.
Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
With Jason Ozur, Founding Partner, Chief Executive Officer, Lido Advisors Overview As firms pursue scale, advisors face a critical question: how do you grow without compromising the client experience? Jason Ozur joins the show to explore what intentional growth really looks like and what scale can enable when culture and clarity come first. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode… Over the last decade, scale has become one of the defining themes in wealth management. Larger firms promise broader resources, deeper infrastructure, and expanded opportunity. But they also raise a fair question: at what point does growth begin to work against the client experience it's meant to enhance? That's the center of today's conversation. Jason Ozur and his partners at Lido Advisors have built one of the largest RIAs in the country, managing more than $40B in assets, while maintaining a family-office mindset and a distinctly client-first culture. What's notable is not just the firm's growth, but how intentionally it has been pursued. Jason talks about Lido's growth story and more with Jason Diamond, including: The real constraints on growth—and the roles of culture, capital, and clients. The role of the wirehouses in the modern landscape and how the RIA model differs. The realities of scale—and what it enables when done thoughtfully. The concept of “bigger is better”—and why Jason sees that as an oversimplification. Integration versus aggregation—and how Lido evaluates acquisitions. The evolving role of private equity in the RIA space—and why access to capital doesn't have to come at the expense of independence or client outcomes. It's a candid look at what sustainable growth actually means—and what advisors and owners should consider as firms across the industry continue to grow. Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources Is Scale a Necessary Evil in Wealth Management? Scale can provide a competitive advantage. Yet there might be scenarios in which bigger isn't always better. How to Set Up Your Business to Maximize Enterprise Value Jason and Louis Diamond explore strategies for maximizing enterprise value, whether or not an advisor plans to move. Learn actionable insights, key business practices, short-term vs. long-term tactics, and real-world examples. IBD vs. RIA – Which Model Fits Your Future This guide offers a clear, side-by-side view of the two models—including distinctions between the DIY route of building an RIA from scratch and opting for a supportive independence platform to help align your business goals with greater options and opportunities. Jason Ozur Chief Executive Officer Jason Ozur is the Chief Executive Officer of Lido Advisors, where he considers client focus central to his leadership and devotes significant time and attention to the individuals and families he serves. Based in Los Angeles, he also serves as Co-Chair of the investment committee, overseeing Lido's alternative investment platform and leading due diligence on real estate oriented strategies. A Certified Public Accountant, Jason earned his B.S. from California State University at Northridge before beginning his career in public accounting. He worked as a CPA performing audits, preparing tax returns, and providing back-office services for numerous hedge funds. In 1999, he joined a large family investment office, becoming part of the team that managed the family's substantial investments. During this time, he also served as CFO of the family's worldwide water conservation company, which operated in more than 22 countries, and later provided financial oversight as controller for a multi-billion-dollar Los Angeles–based hedge fund. In addition to his executive and investment responsibilities, Jason is deeply committed to shaping Lido's culture. He takes an active mentorship role within the firm, fostering an environment rooted in progression, excellence, and integrity. Also available on your favorite podcast app and other media sites
Climate resilience via better data: 7 cm-resolution via satellites and aerial imagery that does in hours what 80,000 drones would do in weeks.
Send us a textIn this exclusive billionaire fireside chat, Richard C. Wilson sits down with Grant Cardone to talk about cash, scale, real estate, and why he's now blending apartment cash flow with Bitcoin liquidity.From taking a $350M Boca Raton asset out of bankruptcy from Blackstone, to raising $1.8B+ in equity directly from investors instead of Wall Street, Grant walks through how he thinks about capital, risk, and building a portfolio designed to last decades.What you'll learn:
Axiom Cloud also helps grocery stores and cold chain storage companies reduce energy use by 11% and avoid costly maintenance.
Mentor Sessions Ep. 046: Bitcoin 2026 Bull Run, TradFi Myths & Fed Liquidity Secrets | Joe ConsortiWhat if TradFi's bearish take on Bitcoin 2026 is dead wrong, and critically low bank reserves are the hidden Fed spark igniting an epic Bitcoin bull run? In this explosive episode of BTC Sessions, macro wizard Joe Consorti dismantles TradFi myths, revealing why Bitcoin volatility is at record lows—historically a screaming buy signal for massive upside. He exposes how plunging bank reserves act as Bitcoin's ultimate liquidity smoke alarm, with Fed interventions like $40B treasury buys set to flood the system and propel Bitcoin higher amid rising unemployment and asset prices bubble risks. Joe warns of long-term holders flipping from sellers to accumulators, ending the pressure that's kept Bitcoin range-bound, and predicts an explosion by year's end as we're just at the start of a multi-year bull market. From precious metals rotations to AI shovels outperforming, he shares why Bitcoin crushes gold as superior hard money—plus, how Horizon lets homeowners convert equity to BTC for 25-70% CAGR gains. If you're stacking sats, this is your roadmap to navigate 2026's Bitcoin bull run, dodging TradFi traps and capitalizing on Fed liquidity waves. Don't miss these game-changing insights—watch now and level up your Bitcoin strategy!About Joe ConsortiWebsite: https://joinhorizon.comX: @JoeConsortiYouTube: https://www.youtube.com/ @joeconsorti Chapters:00:00:00 Teaser & Intro00:01:12 TradFi's 2026 Myths00:03:14 Cycle Break & Bull Signals00:05:59 Equities & Metals Outlook00:07:28 Bitcoin Downside Exhaustion00:09:52 Range & Low Volume Causes00:11:26 Volatility as Upside Precursor00:14:13 Reserves as 2026 Catalysts00:16:23 Reserves-Bitcoin Correlation00:17:54 Liquidity Smoke Alarm00:20:10 On-Chain Holders Flip00:23:48 Seller Exhaustion Bullish00:25:55 Reserves Mechanics & Decline00:30:15 Macro Risks & Worsening00:31:27 Economy, Unemployment Outlook00:37:35 COVID Distortions Legacy00:39:45 Asset Prices Bubbles00:41:35 Investments Beyond Real Estate00:42:57 Gold vs Bitcoin Debate00:45:18 AI Opportunities & Miners00:47:23 Policy Shifts & Central Banks00:50:59 US Real Estate & Mortgages00:53:51 Bitcoin Fixes for Youth00:55:25 Horizon Equity Tool00:56:16 Canada Real Estate Rant00:57:46 S-Curve Adoption Potential00:58:27 Gold Parabolic Parallels01:01:32 2026 Prediction01:03:17 ClosingPrevious Episode:Mentor Sessions Ep. 045: Bitcoin Privacy Erosion, Quantum Myths & AI Data Threats | Time Chain Calendar Creator TC: https://youtu.be/H1ncnMF-img⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at abundantmines.com/sessions
Sara Eisen and David Faber began the hour with a look at some defining economic charts of the year before breaking down the bull case for stocks with one longtime market veteran. Plus: Meta making a deeper push into AI agents with a new acquisition reportedly worth billions... hear key analysis from D.A. Davidson's Head of Internet Research - and the latest on Softbank fully funding its $40B commitment to OpenAI. Also in focus: Guggenheim's top retail picks for the new year - including some names you might not expect... Key details from fresh housing data just crossing... and a deep-dive on a new AI start-up hitting the restaurant scene. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Bitcoin Boomers Ep. 03: Bitcoin Freedom Revolution, Big Print on Steroids & Public Miner Doom | Larry Lepard, Bob Burnett, Gary Leland, Gary CardoneGary Cardone (energy veteran, fintech pioneer, and acclaimed artist) joins Larry Lepard, Bob Burnett, and Gary Leland for a no-holds-barred Bitcoin Boomers episode that exposes the fiat system's soul-crushing traps and Bitcoin's path to ultimate freedom. From the opening salvo, Gary drops bombs: "Bitcoin is the primary business without an HR department," freeing him from "dumb meetings about dumb subjects" to pursue art and self-discovery. The crew dismantles fiat's "treadmill" (Larry: "The only thing more limited than Bitcoin is your time—and Bitcoin gives it back"), warns of ethical "prostitution" in corporate ladders, and reveals how creatives spot Bitcoin's magic first by thinking outside the box. Bob slams public miners' impending doom amid 2025's $8.6B M&A frenzy and harsh margins, while championing decentralized energy "sinkholes" for wasted power. Larry's prescient "big print" prophecy hits home as the Fed ended QT in December 2025, restarting QE with $40B/month Treasury buys amid liquidity strains—fueling Bitcoin's hedge role despite its dip to ~$87K from $126K highs. They debate deflationary shocks from immigration policies, why success isn't chasing dollars (Gary: "Even billionaires don't get freedom"), and raw advice for young stackers: ditch consumerism, seek mentors, pay yourself first with 10% in BTC for compounding magic.This is the orange-pill blueprint for boomers and millennials alike—escape fiat's rat race before the next debasement wave. If you're tired of quarterly BS and ready for Bitcoin's no-HR revolution, hit play now.Chapters:00:00:00 Cold Open – Bitcoin Gives Back Your Time00:00:44 Welcome Gary Cardone & Artistic Bitcoiners00:01:17 Creatives in Bitcoin: Art, Music, Writing00:01:57 Bitcoin as No-HR Business Model00:02:23 Freedom from Dumb Meetings & Self-Discovery00:03:25 Creatives See Bitcoin Quicker – Outside the Box00:04:25 Bitcoin's Gift: Defining Who You Are00:04:53 Escaping the Fiat Treadmill00:05:40 Amplifying Time & Ego in Success00:06:36 Art Over Building at This Stage00:06:55 2020 Entry Still Early – Buying at $90K00:07:33 Frustrating Year But Gift of Time00:07:58 Fiat Sucks You Back – Builder Mentality00:08:11 Math of Bitcoin vs. Business Returns00:09:21 Liquidity Without Hooks in Bitcoin00:09:42 Gateway CTO: Nightmare of Endless Meetings00:10:35 Public Mining Decision – Freedom Over Dollars00:10:59 Serving Bitcoin as Citizen vs. Public CEO00:11:16 Money Plateaus – Freedom is True WealthAbout GaryA former natural gas insider turned Bitcoin multi-millionaire, Gary blends decades of experience in energy, finance, and tech into hard-hitting insights. • Website: https://garycardone.me/• Twitter: @GaryCardoneHosts:Lawrence Lepard (@LawrenceLepard): Sound money advocate, fund manager, author of "The Big Print" Bob Burnett (@boomer_btc): Bitcoin evangelist, Founder/CEO of Barefoot Mining, former CTO at Gateway Inc. Board member at Ocean with over 40 years in tech and mining.Gary Leland (@GaryLeland): Founder of Bit Block Boom Bitcoin Conference.Supported By:Blockstream Jade: Easy, open-source Bitcoin-only cold storage. Get 10% off with code BOOMERS at blockstream.com.Unchained Signature: Premium custody for serious holders. 10% off first year with code BOOMERS10 at unchained.com/btcboomersAbundant Mines: Fully managed Bitcoin mining. Learn more at abundantmines.comBITCOIN WELL is the best place to buy Bitcoin in Canada and the USA.Visit BITCOINWELL.COM/BTCSESSIONSBook Private Sessions: Master Bitcoin with experts at bitcoinmentor.io. Check Out the Previous Episode w Dr. Bob Murphy: https://youtu.be/5PBylH5h9TY#bitcoin #bitcoinboomers #bitcoinfreedom #fiatratrace #bitcoinmining #qe2025 #qe2026 #publicminers #deflation #bitcoinadoption #garycardone #larrylepard #bobburnett #garyleland #soundmoney #btc
The Fed cut rates and announced $40B/month in T bill purchases. Is that the signal to buy back into crypto? Mike says no. In this episode, we explain why “QE light” is not real easing, the key indicators Mike needs before flipping risk on, and what Bitcoin's onchain market structure suggests about where this cycle could go next. ----
Project finance for carbon removed from the atmosphere to supply beverage and heavy industry customers in the US and abroad.
If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)Show Notes:New Contribution Limits for Retirement Plans & Other Retirement Plan Changes for 2026https://www.plancorp.com/blog/new-contribution-limits330 Topics: Impact of Top Market Days: Missing the 10 best market days since 1928 could lead to a 21% loss on gains.Fed Interest Rates: Fed cut rates to 3.5%-3.75% with $40B monthly liquidity infusion to boost the economy.Tech Sector Volatility: NASDAQ 100 has seen five down years since 1995, highlighting the need for diverse portfolios.Wage Growth Trends: Wage growth normalizing at 3%-4%, aiding inflation control and reducing recession risk moving forward.Retirement Contribution Limits: 401(k) contribution limits rise to $24,500 in 2026, with Roth options for high earners mandated.
Here are today's five NEW topics on climate & clean energy, startup investment, AI for entrepreneurs, and mindfulness in leadership:1.
Here are today's five NEW topics on climate & clean energy, startup investment, AI for entrepreneurs, and mindfulness in leadership:1.
Here are today's five topics on climate & clean energy, startup investment, AI for entrepreneurs, and mindfulness in leadership:1.
Bio: Philip Krim is the Co-Founder and CEO of Montauk Climate. Previously he founded early-stage investment firm Montauk Ventures. He also co-founded, led, and served as Chairman of Casper Sleep, scaling it to over $500M in revenue, taking it public on the NYSE, and overseeing its eventual sale. Mr. Krim is a Director of the Travis Manion Foundation and on the Leadership Council of the Robin Hood Foundation. He holds a B.B.A. in Marketing from the Red McCombs School of Business at the University of Texas at Austin Bio: Evan Caron is Co-Founder and CIO of Montauk Climate with over 20 years of experience in energy, electricity risk, and commodity management. He previously led Venture at Riverstone Holdings, a $40B energy investment firm, and co-founded ClearTrace, an ESG data platform for emissions tracking. Evan is also Co-Founder of Daylight Energy, a community energy software network. He serves on the Board of RPower, a distributed energy platform backed by Isquared, and previously served on MP2 Energy's Board before its acquisition by Shell. Earlier in his career, Evan held senior roles at Deutsche Bank, Mercuria, and Trailstone. Links: Montauk Capital site Clear Current site Haven Energy site Electron X site Phillip's email Phillip LinkedIn Evan LinkedIn
In a packed week for bitcoin mining news, MARA has dismissed its CTO, BlackRock cooks up a $40 billion data center firm acquisition, and Bitdeer unveils its $2 billion AI ambitions. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! This week, Luxor CEO Nick Hansen joins us to talk multi-month hashprice lows (how low do we go?), MARA firing its CTO, Ionic Digital's Microsoft-linked AI deal, Bitdeer's gangbusters September and $2B AI plans, and BlackRock taking the lead on a $40B data center company acquisition. Plus, the US government seizes $14.1B (potentially $16.5B total) in bitcoin from an international scam operation. **Notes:** • Hash price dropped below $50/PH/day at $47 • Difficulty adjustment down 2.5% after months of increases • Bitcoin price fell from $125K to $108K post-tariff news • Marathon quietly cans CTO • Bitdeer mined 452 BTC in Sept, up 20.5% month-over-month • Bitdeer projects $2B annual revenue from AI starting in 2026 • BlackRock leads $40B Aligned Data Centers acquisition • US seized $14.1B+ Bitcoin from crime syndicate • PJM needs 43GW battery storage by 2045 • Ionic Digital secured 240MW Microsoft lease, expandable to 1.2GW Timestamps: 00:00:00:00 Start 00:01:51:00 Difficulty Report by Luxor 00:11:28:10 MARA CTO fired 00:15:40:17 Ionic Digital gets into the AI action 00:18:16:13 PJM needs 43 GW of battery by 2045 00:23:22:16 Bitdeer's big September 00:27:56:23 BlackRock & Nvidia deal 00:35:03:28 Cry Corner: Uncle Sam gets that bag
Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture The EU folded and they made a deal with the US. The US has the advantage now. Trump admin is putting pressure on Fed Gov Cook to resign. Trump is positioning himself to have the majority in the Fed to vote for a rate cut. The tariffs will begin paying off the debt. Trump is now dismantling the 5th column. We are in the process of taking back the country from the evil tyrants. The [DS] might try a [FF] before the midterms. If they believe they don't have a chance in winning there is a possibility of an event. Trump and the patriot's are expecting this to happen and this is why the NG is being put into place to counter the riots and other events. Economy https://twitter.com/howardlutnick/status/1958484249406775348 This deal: Eliminates EU tariffs on all U.S. industrial goods, Creates historic access to the vast European markets for American farmers, fishermen and ranchers, Delivers $750B in European energy demand during President Trumps term And EU firms will invest an additional $600B in new investments in America The America First Trade Agenda has secured the most important trading partner creating a major win for American workers, U.S. industries, and our national security. Tariffs should be one of America's favorite words. See the full Joint Statement below (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/KobeissiLetter/status/1958486074885586971 only MFN tariffs on EU aircraft/parts, generics, chemical precursors, and scarce natural resources 4. EU to eliminate tariffs on all US industrial goods and grant preferential access for US seafood/agriculture Energy & Tech Purchases: 1. EU to buy $750B in US LNG, oil, and nuclear products 2. EU to purchase at least $40B in US AI chips Investment & Cooperation: 1. EU firms to invest $600B in US strategic sectors by 2028 2. Both sides to negotiate rules of origin to ensure benefits remain bilateral 3. Exploring cooperation on steel and aluminum market protections 4. Joint commitment to tackle digital trade barriers; EU pledges not to adopt network usage fees 5. Considering measures for secure supply chains, including tariff-rate quota solutions https://twitter.com/HedgieMarkets/status/1958245475704041673 the Fed is using inflation as a gauge for rate cuts, then rate cuts are nowhere near. Core CPI inflation is back above 3.0% and PPI inflation just jumped +0.9% MoM, its biggest jump in 3+ years. That said, the last Fed meeting happened BEFORE the last jobs report. Regardless, today's Fed Minutes were a major blow to the “Fed pivot” camp. Powell appears ready to hold rates steady if he feels it is necessary. The September jobs report will decide everything. https://twitter.com/pulte/status/1958281801023033751 Hypothetically, if she were to step down (or resign) from her position, the President would nominate a replacement to fill the vacancy for the remainder of her unexpired 14-year term. That nominee would then require confirmation by the U.S. Senate before taking office, as outlined in the Federal Reserve Act. This is the standard process for filling vacancies on the seven-member Federal Reserve Board. There are currently six members on the Federal Reserve Board of Governors,
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