Podcasts about 40b

Using robots and microfactories to build energy-efficient, affordable homes, resilient to natural disasters.

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 US/Japan Deal5:17 Rollins Comments7:53 Corn/Soybean Charts10:37 StoneX Estimates14:23 Drought Expands15:53 Biofuel Imports

AI-powered agtech infrastructure is growing climate-friendly crops while boosting farmer profitability—backed by horticultural expertise and data science.

Jason James is the Co-Founder of Tezi and one of the leading product minds in the valley. Prior to Tezi, Jason was the VP Product at Instacart and before that was Head of Product and Design at Thumbtack.  AGENDA: 00:00 Product lessons scaling Instacart to $40B – what really moves the needle 02:15 Why “quick optimizations” won't build billion-dollar products 04:30 MVPs are dead? How AI is reshaping product development 07:00 Do startups even need PMs anymore in the age of AI? 11:30 The biggest product mistake Jason made building Tezi 16:30 Why most hiring managers fail at recruiting 20:00 The resume trap: how to spot if someone was just “on the elevator up” 26:00 The three roles founders always end up firing 28:00 Are most CPOs actually terrible? 36:30 The myth of startup “culture” – why growth is the only thing that matters 43:00 Did DoorDash actually beat Instacart? The inside take 48:00 Fundraising secrets founders never realize until it's too late    

Learn how to dramatically lower HVAC energy use via metal organic frameworks with Sorin Grama, CEO of Transaera.

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,

This was a mostly news episode that ends with an extraordinary interview with Dixon Jones, founder and CEO of AI tool Waikay. We have a long talk with Dixon that lasted about 45 minutes about AI tools, how search has evolved to this point, and thoughts on growth of AI tool sets. We figured we'd stick it on the end of this show and also publish it as a stand alone interview. Before we get to Dixon, it's too early to call it but fears of an AI bubble bubbled to the surface this week on the heels of last week's study showing relatively low ROI for the $40B invested in AI by large corporations. The speculation was spurred on by the always sort of super-squirrely Sam Altman who stands to gain most if other AI contenders fail. Meanwhile, Google announced its Google Trends API was going to remain in alpha release for a little while longer, we learn a bit more about the psychology of working with AIs, xAI's Grok chatbot allowed Google to index more than 300,000 user conversations, Meta's chatbots caught doing all sorts of awfulness, DeepSeek speaks for the CPP, talk about publishers and site traffic patterns, John Mueller reminds folks that hype often precedes scams, and much much more.Support this podcast at — https://redcircle.com/webcology/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Hey everyone, Alex here

Legendary VC investor Brad Feld explains why “giving first” (his new book) is the key to building resilient founders, impactful startups, and thriving startup communities—especially in climate tech and turbulent times.

AI startups fail because founders obsess over models, not company building. Harrison Miller is a former VP/GM from Amazon.com's early years, and former MD of Summit Partners, which over 40+ years has invested $40B in more than 550 tech companies. He explains why execution, not algorithms, determines survival.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

David Bailey, CEO of BTC Inc & Nakamoto Holdings, plans a $1B Bitcoin “smash buy” on Aug 12 — signaling strong conviction and inspiring confidence across the Bitcoin community.The U.S. and China extended for 90 days the suspension of 24 percentage points of extra tariffs (keeping 10%) plus non-tariff concessions. Potential Bitcoin/crypto impacts: short-term price boost

Learn how Realta Fusion raised a giant Series A VC round to commercialize university tech for affordable fusion energy in industrial heating.

This episode is sponsored by Hummingbirds, ⁠⁠⁠⁠⁠⁠⁠⁠learn more⁠⁠⁠⁠⁠⁠⁠⁠ by booking a call with their team!Aerflo is transforming the $40B+ sparkling water market with a first-of-its-kind, zero-waste carbonation system built for a more sustainable (and affordable) future. Founded by John Thorp and Buzz Wiggins, Aerflo is a case study in circular design done right. Their flagship product, the Aer1 System, is a portable, PFAS- and BPA-free sparkling water maker powered by refillable capsule. With a seamless mail-back exchange program (via USPS), no single-use waste, and a price point that's lowered in the face of rising inflation and tariffs, Aerflo proves that sustainable design can be both accessible and scalable.Backed by a fully automated, 5,000 sq. ft. capsule facility in New Jersey and proprietary, patent-protected tech, Aerflo isn't just a product; it's a new infrastructure for sparkling water consumption.what we chat about:building Aerflo's circular refill systemhow Aerflo thinks about scaling their impact as the brand growsstrategic partnership (e.g. Hydroflask) & how they fit into the vision for expanding the brandfavorite beverages to make with Aerflo IG aerflo.co | aerflo.coFind Me:IG + TikTok citrusdiaries.studiocitrusdiaries.com | hello@citrusdiaries.comCreate your ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ today! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#madeonzencastr

Discover how World Tree combines regenerative forestry, carbon sequestration, and impact investing to scale climate solutions across North America and Latin America.

The show opens with June's PPI numbers and we were below expectations, showing inflation still isn't a problem, despite the dire warnings from so many. VP Vance cast the tie breaking vote to push the first recission bill through, cutting $9B in spending, including $1B for NPR and PBS. President Trump also announced saving the largest natural gas energy plant in all of North America while he was in Pennsylvania. Then, today, he announced a huge deal with the country of Bahrain. We have to return to more Epstein conversation, but this time, I think I finally have a much better handle on the strategy of this White House. We use a piece produced by CNN's Kaitlin Collins to illustrate what I believe is happening behind the scenes. Next, we dive into an undercover piece from the O'Keefe Media Group catching a J&J scientist throwing their Covid-19 vaccine under the bus. Other scandals discussed include Sen. Adam Schiff's (D-CA) attempt to re-frame his mortgage fraud woes and Sen. Rand Paul (R-KY) wants criminal charges brought on Dr. Anthony Fauci. The Trump administration is halting all access of illegals to Federal programs, meant to save up to $40B annually. An anti-Semitic professor at Georgetown has been removed as Islamic studies department chair. Trump has convinced a dozen Republicans to support stopping any attempt to form a CBDC. We close with another trade deal win for the United States with Indonesia. And, finally, one of Trump's judge appoints gets through the Senate; it only took six months. Please take a moment to rate and review the show and then share the episode on social media. You can find me on Facebook, X, Instagram, GETTR,  TRUTH Social and YouTube by searching for The Alan Sanders Show. And, consider becoming a sponsor of the show by visiting my Patreon page!!

Skippy & Doogles take on the $40B youth sports industrial complex, the myth of "smart money," and why partying might actually be dead in America. From private equity buying baseball fields to billionaires going broke, this episode unpacks the psychology behind bad investments—financial and social. Plus, we dive into Victor Haghani's “The Missing Billionaires” and what most financial advice gets totally wrong.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

Shoot us a Text.Episode #1090: Toyota leads with heart in Texas, Redwood supercharges old EV batteries for AI, and deepfake fraud hits a chilling milestone. Show Notes with links:Following catastrophic flooding, Toyota is stepping up big for its home state, pledging over $600,000 in aid to support the Kerr County Flood Relief Fund and various on-the-ground recovery efforts.TMNA is joining forces with Toyota Financial Services, Gulf States Toyota, Southeast Toyota, and dealers nationwide.On top of the $600K, TMNA will match contributions up to $10,000 for eligible Toyota and Lexus dealers donating to flood relief charities and will double all U.S. team member contributions directed to disaster relief.Relief includes financial assistance, donation drives, and payment relief for impacted customers.“When disasters like this occur, it's important to help our neighbors and communities in their time of need,” said TMNA CEO Ted Ogawa.Redwood Materials, led by former Tesla co-founder JB Straubel, is giving EV batteries a second life—this time fueling the AI revolution with renewable power.In the Nevada desert, Redwood built a 12 MW/63 MWh microgrid from 792 repurposed EV battery packs from automakers like Toyota, GM, and VW, which is enough to power 4,000 homes continuously for about 5 hours.The system powers an AI data center using only a 33-acre solar array—no grid connection, no permits, no backup generators.With AI data centers projected to consume 12% of U.S. electricity by 2028, second-life batteries are gaining traction as scalable, fast-to-deploy storage.Redwood expects to deliver over 5 GWh of repurposed storage capacity in the next 12 months.“You can deploy this very fast,” said Straubel. “We'll absolutely see much larger deployments of this.”(Since they are powering an ai data center…speaking of ai)A new wave of AI voice cloning fraud has hit an alarming milestone: impersonating a U.S. Secretary of State. The attack duped global leaders—and required just seconds of audio.In June 2025, a cloned voice of Marco Rubio was used to contact five officials via Signal.Victims included a U.S. governor, a member of Congress, and three foreign ministers.FBI warnings have cited a surge in AI-driven impersonation scams since April.Past heists include $243K from a UK energy firm and $35M from a UAE bank.Deepfake losses could hit $40B by 2027. Humans detect fake voices only half the time.“It's not a matter of if, but when,” security experts warn.0:00 Intro with Paul J Daly and Kyle Mountsier1:22 Announcements3:05 Toyota Donates $600K To Texas Relief Efforts6:40 Redwood Materials Recycled EV Batteries Powers AI Data Centers11:26 MarcJoin 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 Climate Finance Fund is a philanthropic platform that helps to mobilize capital for climate solutions. Supported by the Hewlett Foundation and hosted by the European Climate Foundation, they're focused on China, the European Union, and the United States.–Previously, Marilyn led energy and cleantech investments at Village Capital, managed nuclear and renewable energy projects at AREVA (now Orano), and served as a Senior Research Fellow at Project Drawdown, where she led a team to analyze, model, and forecast energy solutions to climate change. Marilyn also worked at the intersection of science and policy at the U.S. National Academy of Sciences and in economic development at the United Nations in Madagascar. She is a multilingual speaker and author of Sustainability at Work: Careers that Make a Difference.–In this podcast, we talked about the $450T of global capital relative to the $4T needed each year to mitigate the worst economic and public health effects of climate change, her blended finance work with BlackRock, why each dollar can accomplish more climate mitigation inthe Global South, what a hummingbird in Jamaica might have foretold about her work at the Global Climate Finance Forum, and how to find a job in this field in her book, Sustainability at Work.–

Welcome to the 17th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect's conference in Phoenix to dive into the most pressing trends at the intersection of private markets and wealth management —and unpack how wealth management firms are utilizing private markets to build out or enhance their practice.In this episode of the Monthly Alts Pulse, iCapital Managing Partner and Co-Head of iCapital Solutions, Steve Houston, and I are joined by Eric Harrison, Founding Partner of IEQ Capital.IEQ, managing close to $40B in AUM, has been an innovator from the start. Private markets — and a customized approach to investing in private markets — are a core part of the IEQ offering — and they've differentiated the firm as a result.Eric and Steve shared a number of thought-provoking perspectives on wealth management and how advisors and clients can approach allocating to private markets as part of a holistic asset allocation framework.Thanks Eric and Steve for a great episode … looking forward to the next Monthly Alts Pulse conversation!Show Notes00:00 Introduction and Guest Introduction00:24 Experiences in Private Banking01:28 Independent Advisors and Private Markets01:46 IEQ Capital's Approach to Private Markets03:33 Scaling and Research in Alternative Investments05:48 Client Experience and Customization07:35 Technology and Tax Strategy10:46 Innovative Ideas in Private Markets13:13 Conclusion and Final Thoughts

Remora, founded in 2020 in Michigan, retrofits diesel locomotives and semi-trucks with onboard systems that capture, liquify, and purify up to 90% of CO₂ emissions – while also cutting soot, particulates, and NOₓ – then stores it for offloading and sale, sharing revenue with operators. Backed by $117 M in venture funding and piloting with major players like Union Pacific, Norfolk Southern, Ryder, Werner, and DHL, the company overcame early design issues (like waterlogging and backpressure) and is now scaling for broader deployment.–Paul is the co-founder and CEO at Remora. In 2021, he was named to the Forbes 30 Under 30 list. He earned his bachelor's degree in Statistics and Data Science from Yale University, where his research received the Porter Prize, the highest class-wide thesis prize.–In this podcast, we talked about how they got investors excited to invest $117M, why unit economics are so important, the joy of doing hard things, why expertise is overrated, the reason why reading biographies is so helpful, how he got the idea for this company as a senior at Yale University, why you should watch the movies Tommy Boy and Braveheart, and how the cost of capital influenced his choice of business model.–

Rusheen Capital Management is a Santa Monica, CA-based private equity firm that invests in growth-stage companies in the carbon capture and utilization, low-carbon energy, and water sustainability sectors.–Prior to co-founding Rusheen, Jim started, invested in and run numerous companies. These include: US Renewables Group (Founder & Managing Partner), Stamps.com, Inc. (NASDAQ:STMP – Founder), Spoke Software, Inc. (Founder & CEO), Archive, Inc. (Founder & CEO – sold to Cyclone Commerce), NanoH2O, Inc. (Founder & Board Member – sold to LG Chemical), SolarReserve (Founder & Board Member), Fulcrum Bioenergy, Inc. (Founder & Board Member), Common Assets (Founder & Board Member – sold to NASDAQ:SCTY), SET Technology (Board Member) and OH Energy, Inc. (Founder & Board Member).–In this podcast, we talked about why investors should remain optimistic about investing in climate, how reliability trumps novelty in the energy sector every time, the need for geoengineering as today's Tylenol, how tithing and the Giving Pledge can catalyze funding from 650,000 ultra high net worth families to address climate's toughest challenges, why we need new financial structures to match the 10-20 year nature of hard tech climate solutions, and why he likes to walk in the dark in Southern California canyons to hear whispers of insights about business and life.–

Endolith is a Denver-based biotech startup revolutionizing mining by leveraging microbes to sustainably extract copper and lithium from low-grade ores. Founded in 2023, the company employs custom-engineered microbial communities, adaptive biohatcheries, and real-time cloud-based monitoring to enhance mineral recovery while minimizing environmental impact. Endolith's innovations have demonstrated significant improvements in copper extraction, attracting partnerships with industry leaders like BHP and Rio Tinto. Their approach not only boosts efficiency but also reduces reliance on harmful chemicals, aligning mining practices with clean energy goals.–Dr. Liz Dennett is a technologist and entrepreneur with nearly two decades of experience in biotech and energy industries.Previously, she was the CTO of Cemvita, developing nature-inspired biosolutions for a carbon-neutral future.  Liz has held senior roles at Wood Mackenzie, AWS, Biota Technology, Hess Corporation, and the NASA Astrobiology Institute. She is also an advisory board member for the UW-Madison Dept. of Geoscience.  Liz holds a MS and PhD in geoscience and astrobiology from the University of Wisconsin-Madison–We talked about reasons for her purple hair, copper demand expected to double by 2050, specially evolved microbial communities combined with cloud computing to enhance copper recovery, relying on internal validation over external approval, and bad mining puns.--

Show Notes: What is Abundance? And is it a Good Thing?OverviewThis newsletter explores the concept of abundance, particularly in the context of technology, energy, and capital. It challenges debates about whether abundance is real or manageable, presenting it instead as an unstoppable force rapidly reshaping business, society, and governance. The content spans trends from explosive AI-driven startup growth and energy breakthroughs to shifts in media, venture capital, and political dynamics.Listeners will find this collection compelling because it connects broad macro forces—technology advances, energy cost collapses, investment flows—with societal and economic changes. It offers a nuanced view that acknowledges friction and obstacles but maintains optimism that abundance is already here, accelerating, and fundamentally altering the rules across multiple domains.Key Trend 1: Explosive Growth and Changing Dynamics in AI-Driven Innovation and FundingThe emergence of AI as a multiplier of human capability is driving unprecedented revenue growth in startups, reshaping the venture capital landscape, and redefining what “scale” means. Late-stage funding surges and monumental investments in AI infrastructure reflect growing confidence in AI's commercial potential.The top 10% of B2B AI startups are achieving astronomic 236% ARR growth, marking a departure from the efficiency-first era to rapid expansion and capturing “escape velocity.”The size of top-1% venture-backed exits is nearly doubling every five years, signaling massive future capital returns at the intersection of cloud, mobile, and AI platforms.Late-stage AI investments dominate funding, including mega rounds like Anthropic's $3.5B Series E, underscoring belief in scalability and profitability.Oracle's $40B commitment to Nvidia chips for OpenAI's new data center exemplifies the scale of capital pouring into AI infrastructure needed to power trillion-parameter models.The explosion of AI integration across tools, like Perplexity Labs generating complex work products or multiple AI agents collaborating on code, highlights multi-layered adoption in workflows.Key Trend 2: Energy Abundance as the Prerequisite for Sustainable Technological and Societal GrowthEnergy is the foundational “subsidy” enabling societal complexity, climate action, and advanced AI. Rapid advances in solar, nuclear, and fusion research herald a future of "energy too cheap to meter," which will be a game changer as demand explodes.Energy breakthroughs have historically powered leaps in human development—from fire to fossil fuels—and solar energy is the latest, with plummeting costs creating a tipping point.Government reform, grid modernization, and deregulation are essential to accelerate adoption and infrastructure buildout.Upcoming nuclear small modular reactors and fusion research (including AI-assisted catalyst discovery) represent critical next steps along the energy innovation trajectory.Meeting urgent energy needs is critical for climate solutions, AI's soaring compute demand, and sustaining democratic institutions and economies.Key Trend 3: Institutional Friction vs. Market-Led Speed and Execution in Technology and GovernmentWhile abundance forces press forward, friction remains, especially rooted in institutional inertia, regulatory complexity, and political coalitions. However, the market champions the agile and fast-executing players who prioritize speed over bureaucratic safety.Biden administration's infrastructure rollout illustrates government slowness: trillions in spending with slow or no visible results.Companies achieving rapid ARR growth routinely bypass “progressive coalition politics” favoring execution and iteration.Elon Musk's brief tenure in government showed the challenges of applying private-sector efficiency models to public institutions, ending with his resignation amid political conflicts.The “Abundance Agenda” calls for governance reform but faces entrenched interest-group resistance, reflecting recurring liberal factional rivalries.Key Trend 4: The Shifting Media and Information Ecosystem—From Screening to Summarizing, and the Challenge to Web ContentAI-powered search is transforming how users access information, moving from link-based discovery to AI-generated summaries that threaten traditional web traffic patterns and publisher revenue models.Google's AI Overviews and AI Mode prioritize summarization over link retrieval, reducing user clicks to websites, shifting how “the web” is monetized and accessed.This shift generates tensions as content creators face reduced traffic even as their editorial authority becomes more valuable to AI training.New protocols like Microsoft's NLWeb aim to make websites more accessible to AI agents, signaling an evolution toward AI-powered conversational interfaces.Publishers' survival depends increasingly on establishing verified fact-based content and new business models compensating their data contribution to AI.Key Trend 5: The Democratization and Accelerated Meme-ification of Venture Capital and CultureThe VC landscape, and culture at large, is increasingly shaped by rapid narrative cycles, social media algorithms, and AI-driven content creation, emphasizing hype and viral content while paradoxically increasing the importance of genuine personal connection and location.Meme coins like Fartcoin, driven by AI-generated hype, show how narrative velocity can create rapid yet often ephemeral market spikes influencing capital flows.Social media and AI have democratized “taste,” with rapid cycles of trend formation driven by platform algorithms favoring engagement over depth.Venture capital branding is evolving to embrace memes and out-of-home advertising to reach broader retail investor audiences, challenging traditional LP communication.Despite hyper-meme culture, location and face-to-face networks remain crucial as a grounding force amid accelerated, digital-first trends. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.thatwastheweek.com/subscribe

Lydian Labs is a Cambridge, Massachusetts-based startup founded in 2021, dedicated to decarbonizing the aviation industry by producing sustainable fuels from carbon dioxide, water, and renewable electricity. Their proprietary technology employs fully electrified, modular reactors to convert CO₂ into carbon-neutral fuels, achieving up to 95% lower lifecycle emissions compared to traditional jet fuel.The company has successfully demonstrated a pilot system capable of producing 10,000 gallons of fuel per year, marking a significant step toward commercial-scale production planned for 2027. Lydian's approach offers flexibility by operating during periods of low-cost renewable electricity, enhancing economic viability and grid compatibility.Backed by prominent climate-focused investors such as Congruent Ventures and Galvanize Climate Solutions, Lydian is a leader in the sustainable aviation fuel sector.--Joe Rodden has spent his career building software to help the world's most sophisticated companies make complex strategic decisions in dynamic market conditions. Most recently, at Form Energy, Joe supported the commercialization of a novel iron-air battery for grid-scale energy storage.He previously worked at Affirm, which he helped prepare for IPO as an early lead on the strategy and finance team, and BlackRock, where he advised some of the firm's largest private and public clients on complex capital markets transactions.--Here are 6 highlights from the podcast:Why Aviation Needs SAF – Aviation could hit 20% of global emissions by 2050; SAF is under 1% of today's jet fuel.Lydian's Electrofuels – Made from CO₂, water, and clean power; compatible with today's infrastructure.Smart Sourcing – Ethanol CO₂ is cost-effective now; DAC offers long-term options; plants adapt to renewable energy.Scaling Up – Modular design enables 10x growth without redesign.Cost & Climate Edge – Electrofuels rival bio-SAF on price, cut emissions by up to 99%, and reduce contrails.Life Philosophy – Joe lives by ikigai and credits his organized partner for balance.--

Swan Signal Live – Episode Recap (May 17, 2025)Title: “All-Time High Week: Bitcoin Blasts to $111K, LBE Stocks Surge, and the Debt Train Rolls On”Guests: Brady Swenson, Alex Stanczyk, Steven Lubka, John Haar (Swan Private)

AGORACOM TALKS Weekly Roundup Catch up on the most impactful developments from small-cap innovators in gold exploration, advanced materials, biotech, and climate tech: Renforth Resources (CSE: RFR | OTCQB: RFHRF)Gold Resource Grows 29% — Parbec Project Gains Momentum Renforth announced a major 29% increase to the gold resource estimate at its Parbec Gold Deposit in Québec. The updated 2025 MRE shows that 73% of resource ounces now fall into the Measured and Indicated categories — significantly boosting investor confidence. With 87% of the gold located in an open-pit configuration and drill targets already identified, Parbec is shaping up to be a major junior asset near Agnico Eagle's Canadian Malartic Mine. HPQ Silicon (TSXV: HPQ | OTCQX: HPQFF)Pilot-Scale Fumed Silica Breakthrough Validated HPQ's proprietary Fumed Silica Reactor delivered higher-than-expected yields in early pilot tests, with independent analysis confirming commercial-grade quality. The project, developed by HPQ Silica Polvere, has now cleared a critical technical milestone on the road to full-scale commercialization — potentially disrupting a multi-billion-dollar global market with a cleaner, more efficient process.Quantum Biopharma (CSE: QNTM | NASDAQ: QNTM)Lucid-MS Moves Toward FDA Submission Quantum has signed an agreement with a global CRO to prepare the IND application for Lucid-MS, its first-in-class multiple sclerosis therapy. The drug targets neuroprotection rather than immune suppression — a radically different approach in a $40B+ global market. IND submission is expected in Q4 2025, setting the stage for Phase 2 trials.AISIX Solutions (TSXV: AISX | OTC: AISXF )Partnered with Cytora to integrate its Wildfire 3.0AISIX Solutions Inc. has partnered with Cytora to integrate its Wildfire 3.0 risk model into Cytora's underwriting platform. Delivered via API, the data provides real-time wildfire insights. This enables insurers to assess asset-level risk quickly and accurately, supporting faster, more informed underwriting decisions amid rising climate-related threats.Troilus Gold (TSXV: TLG | OTCQB: CHXMF)New Drill Results Confirm Surface Mineralization in Key Zone Troilus Gold released new intercepts from its Southwest Zone, including 36m @ 1.79 g/t AuEq and 21m @ 1.52 g/t AuEq — both starting just 44–51m from surface. These results strengthen early production confidence and align with its May 2024 feasibility study. With 11.21 million gold equivalent ounces already in the Indicated category, the project remains one of Canada's top development-stage gold-copper plays. That's a wrap for this week. Follow us for more small-cap headlines.

Cyclic Materials is a Canadian cleantech company, founded in 2021, specializing in the recycling of rare earth elements (REEs) from end-of-life products such as electric vehicle motors, wind turbines, and electronic waste. Their proprietary technologies, MagCycle℠ and REEPure℠, enable the efficient recovery and purification of critical materials, contributing to a circular economy and reducing reliance on traditional mining. In 2024, the company launched its first commercial demonstration facility in Kingston, Ontario, and announced plans to invest over $20 million in a U.S. facility in Mesa, Arizona.Cyclic Materials has secured significant funding, including a $53 million Series B round with investors like BMW i Ventures and Microsoft's Climate Innovation Fund, to support its global expansion and the development of sustainable supply chains for critical materials.–Ahmad Ghahreman is a serial entrepreneur with over 15 years of experience in cleantech, and one of the top hydrometallurgists in the world. He has co-invented more than 20 patents and commercialized over five technologies, focusing on transforming the rare earth elements market with sustainable, ethical solutions. In addition to his work at Cyclic, Ahmad is an early co-inventor of Jetti Resources' copper extraction technology (valued at $2.5B), and the co-designer of Li-Cycle's lithium-ion battery recycling technology (NYSE: LICY valued at over $1B). Formerly a professor at Queen's University, Ontario, Canada, he built the largest and most-funded metals extraction team in North America with over 20 graduate students. With a Ph.D. in Materials Engineering, he is a leading hydrometallurgist researcher with over 3,000 citations.--

Chuck Templeton is an ex-operator, including founding OpenTable and serving as lead investor and operating Chairman in companies such as Grubhub and Venmo (Braintree Payment Systems). He is focused on helping the S2G team, entrepreneurs, and executives take their ideas, validate them, institutionalize processes, and ultimately scale their business innovations to address today's urgent environmental and societal problems.S2G is a multi-stage investment firm with $2.5B under management and 100+ portfolio companies. They focus on venture and growth-stage businesses across food and agriculture, oceans, and energy. With a commitment to creating long-term, measurable outcomes, S2G structures flexible capital solutions that can range from venture funding through growth equity to debt and infrastructure financing.–Here are 6 topics we covered in the podcast:1. S2G's Investment PhilosophyChuck Templeton debunks the myth that impact means weak returns—S2G invests where sustainability and strong financials align. Their focus spans food, ag, energy, and oceans, which together drive 90% of global emissions.2. Why Food & Ag Is UndervaluedFood systems cause one-third of emissions but get just ~4% of climate capital. Chuck sees massive upside in climate-friendly, great-tasting, and healthier food products.3. How S2G Operates DifferentlyThey invest $20M–$50M per deal, with dedicated teams per sector and an in-house acceleration platform that supports hiring, growth, and commercialization. Their capital stack includes both equity and flexible credit options.4. What Founders MissToo many founders obsess over tech and forget commercialization. S2G backs companies with $10M+ revenue, clear product-market fit, and capital discipline.5. Flashfood & Sunday: Climate by StealthFlashfood cuts grocery waste while saving consumers money; Sunday makes lawn care safer and easier for families. In both cases, climate benefits are real—but come after convenience, cost, and safety.6. Chuck's Personal FuelInspired by fatherhood and minimalism, Chuck shifted to climate after OpenTable and Venmo. Running, stoicism, and a love for leadership learning keep him grounded—plus, he's big on “raising your hand” to lead.--

Corporate spies stealing Slack messages. Adam Neumann raising another $100M (for WeWork 2.0?). AI startups hitting $34B valuations with zero revenue and ordering Ben & Jerry's ice cream over 15 payments with Klarna on DoorDash. April was wild, and Jack Kuveke joins the show to unpack the chaos, controversy, and insanity behind the biggest startup headlines. This is different than our normal episodes— definitely a much lighter twist, to be taken with a grain of salt. Let us know what you think!Why You Should ListenWhy Adam Neumann can raise billions—but you can't raise your seed roundHow a $40B valuation for AI startups might not be as insane as it soundsWhy espionage is moving from Wall St to Silicon ValleyWhat Klarna and DoorDash teaming up says about consumer debt cultureWhy A16Z thinks VCs will be the last job standing when AI takes overKeywordsAdam Neumann, AI startups, Silicon Valley espionage, A16Z, Klarna DoorDash, startup news, corporate spies, consumer debt, tech valuations, VC funding00:00 Intro01:45 Neumann's new $500 M raise and the WeWork déjà‑vu08:20 Deel‑vs‑Rippling spy saga uncovered13:00 11x growth scandal and TechCrunch backlash18:25 Marc Andreessen says only VCs are irreplaceable20:38 ChatGPT's $10 M “please & thank‑you” GPU bill26:10 Safe Super‑Intelligence and the $34 B pre‑revenue club30:00 Klarna × DoorDash lets you finance ice cream37:40 How consumer debt became America's default setting41:55 Quick survival guide for founders (and a few rants)Send me a message to let me know what you think!

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 US Planting Window2:49 "Perfect" Brazil Weather4:51 Tariff Exemptions8:26 USDA Budget Cuts9:44 The Funds10:45 Black Sea Drone Attack

Jigar Shah served as Director of the Loan Programs Office (LPO) at the U.S. Department of Energy (DOE) from March 2021 to January 2025, where he oversaw a $400B budget. Prior, Shah was co-founder and President at Generate Capital, where he focused on helping entrepreneurs accelerate decarbonization solutions through the use of low-cost infrastructure-as-a service financing. Generate has raised over $10 billion, investing in 50+ technology and development partnerships with more than 2,000 assets globally.Prior to Generate Capital, Shah founded SunEdison, a company that pioneered “pay as you save” solar financing (i.e., PPAs).After SunEdison, Shah served as the founding CEO of the Carbon War Room, a global non-profit founded by Sir Richard Branson to help entrepreneurs address climate change.--Here are six topics we covered in the podcast:1. Post-LPO ResetAfter managing $107B in deals at DOE's Loan Programs Office, Jigar Shah hit pause and rebranded as a “podcaster.” He's taking time to reflect before diving into the next chapter.2. Climate VC Is BrokenShah says the 100x-return VC model doesn't fit climate tech's reality. He pushes for an “East Coast” model: aim for 18% IRR, win 7 of 10 bets, and skip the moonshots.3. Evergreen Capital > 2-and-20At Generate Capital, Shah turned down big checks to build an evergreen structure that aligns with long-term climate infrastructure. It's less lucrative for managers, but way better for founders.4. FOAK Risk, ExplainedHe breaks project finance into five risks: tech, feedstock, offtake, construction, and ops. LPO, unlike most investors, can stomach execution risk, like 12 methane pyrolysis reactors, not just one.5. Think Like a DeveloperClean tech needs dev capital like real estate: risky early bets, then stable returns once built. It's not “risk-free”—just “risk-you-can-understand.”6. Deep Tech's Fatal FlawToo many founders chase giant, low-margin markets. Shah says to start with high-margin niches (like InventWood selling to data centers) and then scale.--

Homily for the 3rd Sunday of Easter. Based upon Acts 5:27-32, 40B-41; Psalm 30; Revelation 5:11-14; John 21:1-19.

Climactic is an early-stage venture fund investing in the energy, AI, automation, and robotics sectors to address climate change and its effects. It is backed by folks like Chris Sacca, Reid Hoffman, Mio Partners, and StepStone.Prior to Climactic, Josh co-founded Freestyle Capital, where he sourced or invested in the unicorns: Airtable, Patreon, Betterup, and Intercom. He was a pioneer in the early days of the Internet where he co-founded Spinner, the first Internet music startup, acquired by AOL for $320M, and Crackle, a viral video startup, acquired by Sony for $65M. Josh's commitment to the environment is long-standing; he started a nonprofit app in 2014 to connect influencers (NBA, Guns N Roses, Mark Ruffalo, Al Gore, Evan Williams) to the most important climate actions from the leading nonprofits. --Here are six topics we covered in the podcast:Origins with Rock Stars and PresidentsJosh Felser co-founded ClimateX, connecting users to 100+ environmental nonprofits with partners like Al Gore, Guns N' Roses, and the NBA.Why He Left Traditional VCAfter success at Freestyle Capital, COVID and a five-month role in California's government led Josh to shift from consumer tech to climate venture, realizing business's role in systemic change.Climactic's EvolutionJosh and Raj Kapoor launched Climactic as a B2B climate tech fund, later narrowing their focus to AI and automation for enterprise sustainability and profitability.Two Portfolio BetsClimactic invested in Grit (robotics for faster, cheaper solar installs) and Copper (battery-integrated induction stoves for apartment electrification).Climate Messaging in the MAGA EraJosh advocates re-framing climate language—e.g., using “conservation” over “environmentalism”—to resonate with conservative audiences without losing authenticity.Personal WellnessJosh finds balance through humor, avoiding the 5 AM club, emotional resilience, and grounding reminders like a Buddha statue at his Stinson Beach home.--

Cinthia Murphy brings ETF investing strategies for traders to consider. She notes that while the market is concerned about tariffs, demand for U.S. equity exposure remains strong, with $40B inflowing into U.S. equity ETFs in April alone. She highlights revenue-focused ETFs like EGLE & FLAG, as well as reshoring-focused ETFs like NRSH, RSHO, and MADE.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Earth AI is discovering untapped critical metal deposits at half the cost in a fraction of the time. They combine machine learning and new modular drilling technology to move from detecting a prospect to drilling in just three to six months. They recently announced $20M in Series B funding in an oversubscribed round led by Tamarack Global and Cantos Ventures. Participating investors include Overmatch, Alpaca, Sparkwave Capital, Y Combinator, and Scrum Ventures.Roman is a YC alum, ex-PhD candidate at the University of Sydney,  and geologist with 10 years of industry and research experience in Europe, the Middle and Far East, and Australia.Here are 6 topics we covered in the podcast:1. The Problem The world faces a projected $10T demand for critical metals by 2050, yet new mineral discoveries have declined by 70% over the last decade. Current exploration methods are expensive, slow, and increasingly inefficient.2. AI-Powered Discovery Roman's team developed a machine learning model trained on 50 years of exploration data. The AI identifies geological proxies—subtle clues that indicate where valuable minerals may lie beneath the surface.3. Vertical Integration After realizing the industry wasn't ready to adopt their tech, Earth AI built its own exploration and drilling systems. This vertical integration slashed costs and sped up testing, allowing them to confirm mineral targets rapidly.4. Breakthrough Results Their AI led to the first-ever discovery of magnetic nickel on Australia's East Coast. They've since found lithium, silver, and lead deposits, securing land cheaply and unlocking high-value prospects.5. Founder Wisdom Roman emphasizes sustainable work habits and a strong internal compass. He credits storytelling as crucial to convincing investors and the broader industry of Earth AI's potential.--

Presto Charging is like Stripe for EV charging, providing a marketplace for EV fleet owners and EV charging networks via an app and API. They recently raised a $15 million seed round led by Union Square Ventures and included investments from Congruent Ventures, Jetstream, and Powerhouse Ventures.Ashwin is also a “papa to two feisty girls, weekend road bike cruiser, and photographer in hibernation.” Before Presto, he led the Vehicles and Electrification program at Uber. Here are 5 topics we covered in the podcast:1. Founding PrestoAshwin and co-founder JJ Rayner left Uber after facing the fragmented EV charging ecosystem firsthand. They created Presto to simplify access to public charging, turning a many-to-many problem into a one-to-many platform.2. Business Model & CustomersPresto serves B2B partners like Hertz, Avis, and Uber, offering a unified app and API for seamless EV charging. Their bottom-up approach won customer trust by delivering exceptional UX and fast support.3. Tech & ImpactPresto acts like "Stripe for EV charging," using data and machine learning to recommend reliable stations. Their system supports dynamic pricing and grid integration to drive long-term charging infrastructure growth.4. Founder JourneyAshwin encourages aspiring founders to “just do it,” with eyes wide open and a partner they trust. He stresses building in a sector you love, even if the leap from corporate life feels uncertain.5. Routines & ResourcesTo stay focused, Ashwin prioritizes recharge time with family and biking, emphasizing deliberate rest. He recommends books like Fall in Love with the Problem and Delivering Happiness for aspiring entrepreneurs.--

In this episode Charlie and Ted celebrate reaching over a million downloads before diving into news which includes OpenAI's $40B raise and $300B valuation, Runway's "paltry" $380M in funding, the fate of TikTok, and the rapid evolution of cinematic AI. Our guest is futurist, producer, and investor Patty Rangel, who recounts her journey from theater to tech, her pioneering work with holography and VR, and her involvement with Singularity University, OpenAI, and the 2045 Initiative. Rangel shares insights on training AI agents, ethical AI development, and the vision of digital immortality through avatars, all while blending theater, space travel, and futurism. Thank you to our sponsor, Zappar!Don't forget to like, share, and follow for more! Follow us on all socials @ThisWeekInXR!https://linktr.ee/thisweekinxr Hosted on Acast. See acast.com/privacy for more information.

Is your business ready for a world where AI not only learns on its own—but teaches others to do the same?From top universities using AI to teach students critical thinking, to self-spawning AI agents, to a digital brain finding diamonds in Minecraft, this episode is your all-access pass to what just happened in AI—and how it affects your business today.If you think "vibe coding" sounds like a buzzword, wait till you hear about “vibe marketing,” “vibe teaching,” and the not-so-distant future of vibe-everything workplaces—where humans simply speak, and AI executes.In this AI news of Leveraging AI, you'll discover:How Anthropic's Claude is revolutionizing higher education with a Socratic AI modelWhy OpenAI's free ChatGPT Plus for students may be less strategic than it soundsWhat “vibe coding” is—and how it's already bleeding into marketing, sales, and beyondThe fastest ways to upskill in AI (and why OpenAI Academy + business-focused training both matter)OpenAI's $40B raise, its for-profit pivot deadline, and Sam Altman's next power movesThe rise of real-time AI agents and why agent orchestration is about to be your next business superpowerRobots in Amazon warehouses and Audi factories—labor shift or labor shock?AI-generated invoices for fraud? Why metadata isn't enough to stop deepfake accountingRunway's Gen-4 video tool that keeps characters consistent—Hollywood, beware.MIT and Carnegie Mellon's new findings that may break the “bigger = better” myth in AI model trainingAI finds diamonds in Minecraft. No training. No help. Just... instinct?Bonus:

Cambium is on a mission to build better supply chains for the timber industry. Through their operating system, Traece, they make it easy to source sustainable and local Carbon Smart Wood™ from fallen trees at large scales. They've won awards, including Fast Company's “Most Innovative” and TIME's Best Invention 2024.Before Cambium, Ben worked at Sandia National Laboratories and Global Hydrologic Solutions. He is also a Forbes 30 under 30 and NOLS-certified Wilderness First Responder.--✅ Here are 6 topics we covered in the podcast:1. Founder OriginsBen traces his passion for forestry to his childhood in rural New Mexico. He combined that love with advanced studies at Yale, shaping Cambium's mission.2. Massive Market OpportunityGlobal wood demand will triple by 2050, yet half of U.S. needs could come from salvaged timber. Cambium's platform unlocks this potential through streamlined sourcing.3. How Cambium WorksBy connecting tree-care services, sawmills, and manufacturers, they reduce waste and shorten procurement cycles. Major buyers include furniture, millwork, and mass timber firms.4. Leadership and CultureBen's leadership style reflects lessons from backcountry guiding, where proactive teamwork can prevent crises. He also applies extreme ownership principles, ensuring accountability for missed goals.5. Scaling with IntentionCambium is expanding its team across forestry, tech, and sales, seeking low-ego, high-impact talent. Ben emphasizes adaptability and shared values over industry-specific experience.6. Staying GroundedBen stays focused with daily checklists, intentional routines, and physical play like soccer. He recommends The Hard Thing About Hard Things and Deep Survival for fellow builders.--

In this freeform episode, Logan sits down with Zach Weinberg (Co-Founder and CEO of Curie.Bio) to break down two of the biggest storylines in tech: tariffs and AI.They banter through the core arguments for and against tariffs, including national security, domestic employment, and negotiation power. Plus, they revisit what's happened in past trade wars and share predictions on the real economic consequences this time around.Logan and Zach also discuss OpenAI's $40B raise and the broader race for AI dominance—can OpenAI maintain its lead against tech giants like Google and Apple? They debate the limits of product defensibility, the power of platform defaults, and the strategic moves OpenAI might need to make to stay ahead.Topics include:The arguments for and against tariffsWhat happened during past U.S. tariff cycles—and how this one comparesWhether OpenAI can maintain its edge in a world of native AI platformsA possible playbook for OpenAI to build user lock-in beyond utilityWhat this era of AI competition means for the U.S.—and what could derail ithttps://fdra.org/wp-content/uploads/2025/03/Trade-War-Lessons-from-the-Past-2025.pdf?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axiosmacro&stream=business00:00 Intro01:35 Liberation Day and Global Trade02:13 Freeform Discussion on Various Topics02:44 Podcasting and VC Life03:32 Debating Tariffs and National Security11:26 Arguments Against Tariffs22:19 Historical Context of Tariffs26:58 Economic Predictions and Stagflation33:39 The Forgotten Lessons of Recessions36:02 The Fixed vs. Growth Mindset in Economics37:17 The Democratic Party's Shift on Economic Policies42:33 The Rise of Populism and Its Impact50:28 OpenAI's Explosive Growth and Challenges54:28 The Competitive Landscape of AI58:33 The Future of AI and Consumer Behavior01:07:20 The Role of Social Networking in AI's Future01:10:43 Wildcard: The Role of XAI and GrokExecutive Producer: Rashad AssirProducer: Leah ClapperMixing and editing: Justin HrabovskyCheck out Unsupervised Learning, Redpoint's AI Podcast: / @redpointai

Kevin Green kicks off the morning with a look at two very different parts of the economy: Airlines and A.I. The analyst at Jefferies downgraded American Airlines (AAL), Delta Airlines (DAL), and Southwest Airlines (LUV) citing soft consumer sentiment. For A.I. and tech, KG looks at the OpenAI open funding round that closed with $40B raised, the most ever by a tech company. Kevin then provides his take on today's potential trading range in the S&P 500 (SPX).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

After the A.I. private company's $40B funding round has closed, Sam Altman's OpenAI now wields a valuation of an astonishing $300B. Jenny Horne maps out the significance of the Microsoft (MSFT) backed company as it eyes a potential public offering in the future. Then, she turns to Tesla (TSLA) as the EV maker continues to report slides in sales overseas.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

This episode has a large news slate: White House sets 25% auto tariffs, OpenAI eyes $40B funding round, and Delinquent student debt hits $250B. Roundtable: Trying out the new ChatGPT image creation function https://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support. Thank you for listening.

Activate helps scientists and engineers bring their transformative technologies to life. Through a two-year paid fellowship, these science entrepreneurs receive the support they need to turn their ideas into hard-tech startups. Fellows work on climate solutions, advanced manufacturing and robotics, new uses of chemistry and materials, reimagined food and agriculture, space innovations, and more. As a nonprofit organization, Activate partners with philanthropies, universities, government programs, the corporate sector, and VC investors to help fellows bridge the gap from lab to commercialization — all without taking any equity in their startups.Cyrus Wadia is the CEO of Activate. He was previously director of worldwide product sustainability at Amazon, vice president of sustainable business & innovation at Nike, and assistant director of clean energy and materials R&D in the White House Office of Science and Technology Policy. Cyrus was also a Silicon Valley entrepreneur, a senior program officer at Lawrence Berkeley National Laboratory, and the founding co-director of the Haas School of Business CleanTech to Market initiative. He holds a Ph.D. in energy and resources from UC Berkeley and an M.S. in chemical engineering from MIT.--✅ PODCAST TOPICS:Activate has supported 249 fellows, catalyzed $3.6 billion, and helped launch 197 startups. Fellows receive a salary and a $100,000 recoverable grant to develop deep-tech startups addressing societal challenges, especially in climate.Technical founders, particularly PhD scientists, face challenges shifting their mindset from research to business objectives. They must quickly learn skills like hiring, culture-building, fundraising, and balancing technical tasks with managing a business.Cyrus emphasizes stronger university collaborations to foster entrepreneurial thinking among scientists and clearer corporate guidance about market needs and significant industry challenges. This clarity would help Activate choose Fellows aligned with commercial demand.Activate currently receives around 1,000 high-quality fellowship applications each year but can only support 50 due to limited resources. Personally, Cyrus advises prioritizing mentorship early in one's career. He maintains balance through cycling and clear work-life boundaries. He also recommends Rick Rubin's book "The Creative Act: A Way of Being" to founders and innovators.--

U.N. climate conference attendees apparently are not bothered by a new highway cutting through the Amazon rainforest so that attendees can get to their destination. Special election for district 40B went as expected. DFL'ers want 16 year-olds to vote and they want to create reparations. Johnny Heidt with guitar news. Heard On The Show:David Gottfried wins District 40B special election, restoring tie in Minnesota HouseSt. Louis Park vehicular homicide case dismissed after defendant's deathCanada will announce more than $20 billion in tariffs in response to Trump's metal tariffs Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

U.N. climate conference attendees apparently are not bothered by a new highway cutting through the Amazon rainforest so that attendees can get to their destination. Special election for district 40B went as expected. DFL'ers want 16 year-olds to vote and they want to create reparations. Johnny Heidt with guitar news. Heard On The Show: David Gottfried wins District 40B special election, restoring tie in Minnesota House St. Louis Park vehicular homicide case dismissed after defendant's death Canada will announce more than $20 billion in tariffs in response to Trump's metal tariffs Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jon talks about the lack of GOP votes in the 40B special election, WI Sen Ron Johnson discusses Gov Funding, plus buying Teslas and dismantling the Department of Education.

ERCOT expects peak demand to hit 150 GW by 2030. Here's what Texas needs to do to manage that load.You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.comWant to mine Bitcoin? Check out the Blockspace Media store today!Welcome back to The Mining Pod! Today, Haley Thomson, director of energy trading at Luxor Technologies, joins us to dive deep into ERCOT's unique energy market and how Texas plans to manage the incoming wave of AI and HPC data center demand. We explore battery storage solutions, creative power generation approaches, and why Texas has become the epicenter of both crypto mining and AI computing infrastructure.Notes:• ERCOT expects 150GW peak demand by 2030• ERCOT current peak load is 84GW (2024)• 6GW of data center demand expected next year• 24GW solar deployment planned 2024-2025• 13GW storage deployment planned 2024-2025• $40B worth of nat gas plants proposedTimestamps:00:00 Start02:02 ERCOT's surging power demand05:37 2023 power price spikes10:42 ERCOT energy storage plans17:58 Does storage help AI data center demand?24:02 Baseload buildout trailing demand30:01 PGM vs energy only36:33 Creative energy work arounds39:16 Does off grid power scale?40:19 Types of AI power demand45:35 Hyperscalers buying mining sites48:40 Wrap up

(0:00) The Besties intro Travis Kalanick! (2:11) Travis breaks down the future of food and the state of CloudKitchens (13:34) Sacks breaks in! (15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry (50:14) US vs China in AI, the Singapore backdoor (1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor (1:10:37) DOGE's first 10 days (1:25:13) Future of Self Driving: Uber, Waymo, Tesla (1:38:04) Fed holds rates steady, how DOGE can impact rate cuts (1:44:17) Fatal DC plane crash Follow Travis: https://x.com/travisk Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-company-trained-gpt-4-rival-with-just-2-000-gpus-01-ai-spent-usd3m-compared-to-openais-usd80m-to-usd100m https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html https://x.com/shrihacker/status/1884414667503853749 https://x.com/balajis/status/1884975064283812270 https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024 earnings-call-transcri https://x.com/mrexits/status/1885017400308806121 https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-28-2025/card/deepseek-s-ai-learned-from-chatgpt-trump-s-ai-czar-says-LoCYvz2Lm0riS0AuEoB5 https://www.wsj.com/tech/ai/why-distillation-has-become-the-scariest-wordfor-ai-companies-aa146ae3 https://techcrunch.com/2024/12/27/why-deepseeks-new-ai-model-thinks-its-chatgpt https://x.com/rauchg/status/1875627666113740892 https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6 https://x.com/satyanadella/status/1883753899255046301 https://en.m.wikipedia.org/wiki/Jevons_paradox https://x.com/pitdesi/status/1883192498274873513 https://x.com/rihardjarc/status/1884263865703358726 https://x.com/austen/status/1884444298130674000 https://www.cnbc.com/2025/01/30/openai-in-talks-to-raise-up-to-40-billion-at-340-billion-valuation.html https://x.com/america/status/1884372526144598056 https://x.com/DOGE/status/1884396041786524032 https://fred.stlouisfed.org/series/FYFSD https://www.whitehouse.gov/presidential-actions/2025/01/establishing-and-implementing-the-presidents-department-of-government-efficiency https://x.com/Jason/status/1884671945800573018 https://abcnews.go.com/538/trump-starts-term-weak-approval-rating/story?id=118146633 https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html https://x.com/chamath/status/1885068981905875241

It's Hump Day! Sam speaks with Jackie Flynn Mogensen, reporter covering science and health at Mother Jones, to discuss her recent reporting on the Trump administration's actions towards the National Institutes of Health (NIH). Then, he speaks with Elie Mystal, justice correspondent at The Nation, to discuss his recent piece on the Trump administration's to dismantle DEIA efforts across the federal government. First, Sam runs through updates on the potential blockage of Trump's federal funds freeze, Trump's attempt to push out federal workers, Elon's interns' influence at the OPM, the gutting of the Equal Opportunity Commission, a trans care ban for anyone 19 and under, education funding, and Trump's grotesque immigration regime, before expanding on the enthusiasm from conservative media over Trump taking a sledgehammer to the government's ability to govern. Jackie Flynn Mogensen then joins, diving right into the devastating impact of Trump's first wave of federal funding freezes on the US public health regime, unpacking the pause on the NIH's $40B in funding to outside research – funding that spurs over a 2:1 return in economic activity – alongside the complete cut off of communications between health departments both internally and with the public. After expanding on the importance of broad-scale scientific research, Mogensen walks Sam through the drastic increase in insecurity and precarity among federal workers in these organizations, and why all of this dysfunction is ultimately the point of Trump's attacks on US public health infrastructure. Elie Mystal and Sam then unpack the utter nihilism of the Trump Administration's approach to the rule of law, particularly when bolstered by a Supreme Court intent on the destruction of the very same government. Next, Mystal walks through Trump's ongoing attack on DEI and DEIA policies, exploring their role as the white response to needing to “prove” the enforcement of the Civil Rights and Americans with Disabilities Acts, and what a world where the federal government refuses to act as an equal opportunity employer, nor defend equal opportunity employment, would look like. After touching on the Supreme Court's role in potentially bolstering Trump's executive takeover of the federal government – and why even a rebuke of Trump could spell trouble for future Democratic presidents – Elie and Sam wrap up with Democratic Leadership's failure to address any element of the material devastation Trump has already wrought on the country in less than two weeks. And in the Fun Half: Sam expands on the devastating impact of the “chaos is the point” ethos of the Trump Administration and the absurdity of blaming those materially affected over their vote, also touching on the utter failure of Democratic leadership to address this destruction, and looking at how a genuinely engaged opposition leader would respond to Trump in the form of JB Pritzker. Next, the MR Crew unpacks Rep. Rich Cormick's explanation on why taking away meals from kids is fine, actually, gets a window into the world of Harlan Crow from Redford in Dallas, and touches on the Trump Admin's decision to reverse (and maybe reverse the reversal?) of the recent OMB memo. They also dive deep into the devastating impact of Trump's first ten days on the agriculture industry, and watch RFK get grilled over his myriad dangerous hypocrisies, plus, your calls and IMs! Follow Jackie on Twitter here: https://x.com/jackiefmogensen Check out Jackie's work at Mother Jones here: https://www.motherjones.com/author/jackie-flynn-mogensen/ Follow Elie on Twitter here: https://x.com/ElieNYC Check out Elie's work at The Nation here: https://www.thenation.com/authors/elie-mystal/ Become a member at JoinTheMajorityReport.com: https://fans.fm/majority/join Follow us on TikTok here!: https://www.tiktok.com/@majorityreportfm Check us out on Twitch here!: https://www.twitch.tv/themajorityreport Find our Rumble stream here!: https://rumble.com/user/majorityreport Check out our alt YouTube channel here!: https://www.youtube.com/majorityreportlive Gift a Majority Report subscription here: https://fans.fm/majority/gift Subscribe to the ESVN YouTube channel here: https://www.youtube.com/esvnshow Subscribe to the AMQuickie newsletter here: https://am-quickie.ghost.io/ Join the Majority Report Discord! https://majoritydiscord.com/ Get all your MR merch at our store: https://shop.majorityreportradio.com/ Get the free Majority Report App!: https://majority.fm/app Go to https://JustCoffee.coop and use coupon code majority to get 10% off your purchase! 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Follow the Majority Report crew on Twitter: @SamSeder @EmmaVigeland @MattLech @BradKAlsop Check out Matt's show, Left Reckoning, on Youtube, and subscribe on Patreon! https://www.patreon.com/leftreckoning Check out Matt Binder's YouTube channel: https://www.youtube.com/mattbinder Subscribe to Brandon's show The Discourse on Patreon! https://www.patreon.com/ExpandTheDiscourse Check out Ava Raiza's music here! https://avaraiza.bandcamp.com/ The Majority Report with Sam Seder - https://majorityreportradio.com/