Podcasts about 4B

She sold for $88M, almost bought a lake house she didn't want, and spent $340K on Knicks playoff tickets — then gave two away because it felt better.We're still surprised people did this but... 50+ founders worth $10M to $4B reveal their personal finances. Here it is: https://joinhampton.com/mw-wrWhy do we do this? Because if you're an aspirational person or someone who runs a business and is making money, it's incredibly challenging to figure out what to do. Information is impossible to find — and that's what we put together: the net worth reveal and why we do this podcast, Moneywise.Also, this podcast is made by Hampton, which is a community for founders doing on average $20 million a year in revenue. We saw a lot of these money conversations happening privately behind closed doors and we thought, "Why not, let's make it public." If you are a founder, apply here: https://joinhampton.com/mwAnne Mahlum built Solid Core from $175,000 of her own savings into an $88M exit. Two years later, her net worth is $115–120M, with $65M in public equities and $15M in a single stock alone. But the numbers are the least interesting thing that's happened since.After the sale, she secretly launched a second fitness company, had panic attacks she's never talked publicly about, shut the whole thing down, and spent two years in legal fallout. Then she had a baby, pulled an accepted lake house offer the morning after making it, and started forcing herself to spend $200K a month just to stop the money from piling up.This episode covers the full portfolio breakdown two years post-exit, why she's done with private investments, the Ambition story she's never told, what a baby did to how she thinks about money and time, and what she actually wants to be remembered for — which has nothing to do with net worth.Sponsors: Daily Body Coach - achieve your dream body with https://moneywise.dailybodycoach.com

What do the 4B movement, abortion, child murder, modern writing and ancient Hellenic plays have in common?

Plaidoyer contre l'uniformisation de l'éducation canineUn même mouvement inquiétant traverse notre société à des sphères pourtant très différentes. On parle de la standardisation des pratiques. Santé (dans les hôpitaux, d e la gériatrie à la psychiatrie), éducation de l'enfant via les méthodes de psychologie comportementale, management d'entreprise, etc. Et malheureusement pour le chien, l'éducation canine n'en réchappe pas. Les protocoles d'éducation en ligne se multiplient. Ils promettent efficacité, accessibilité, universalité. Ils rassurent par leur structure et donnent rapidement une impression de contrôle. Ils offrent des étapes, des schémas, des recettes, souvent à moindre coût. Mais le vivant peut-il entrer dans un protocole ? --SOURCES Cognition sociale du chien (Brian Hare)The domestication of social cognition in dogs — Brian Hare et al., Science (2002).https://www.science.org/doi/10.1126/science.1072702https://pubmed.ncbi.nlm.nih.gov/12446914/Tinbergen & Lorenz : « quatre niveaux d'analyse »https://en.wikipedia.org/wiki/Tinbergen's_four_questionshttps://library.pranavv.co.in/content/wikipedia_en_all_nopic_2025-08/Ethologyhttps://link.springer.com/chapter/10.1007/978-3-030-62792-8_4B.F. Skinner et le conditionnement opérant (comme outil, pas comme pédagogie globale)The Behavior of Organisms (1938) : https://www.bfskinner.org/wp-content/uploads/2016/02/BoO.pdfRevue des contributions de Skinner à l'analyse appliquée du comportement : https://pubmed.ncbi.nlm.nih.gov/22478444/Dans Science and Human Behavior — Skinner élargit l'analyse expérimentale à des domaines humains, mais toujours par le biais d'une méthodologie scientifique ; il ne présente pas le conditionnement opérant comme une “méthode pédagogique universelle”.Texte intégral ici : https://www.bfskinner.org/newtestsite/wp-content/uploads/2014/02/ScienceHumanBehavior.pdfPankseep et les systèmes émotionnels primairesLes systèmes affectifs primaires identifiés comme des circuits cérébraux conservés chez les mammifères, chacun modulant des réponses comportementales spécifiques liées à la survie et à la personnalité : https://www.nature.com/articles/s41598-021-84366-8Les émotions de base sont organisées dans des régions sous-corticales du cerveau, homologues chez tous les mammifères, et impliquées dans des patterns comportementaux fondamentaux — ce qui signifie que ces émotions sont des moteurs biologiques de comportements, pas de simples réponses apprises ou superficielles : https://pubmed.ncbi.nlm.nih.gov/21319497/Travaux en génétique comportementale : Scott & FullerGenetics and the Social Behaviour of the Dog (Scott & Fuller) — résumé et édition :https://press.uchicago.edu/ucp/books/book/chicago/G/bo42153960.html (Aperçu de la recherche sur la génétique du comportement canin, basée sur 20 ans de données). Éthologie clinique, psychologie comparée & « Umwelt » de Jakob von UexküllPour approfondir la notion d'Umwelt en relation avec la cognition animale et l'éthologie moderne : https://en.wikipedia.org/wiki/Umwelt

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

Tahmima Anam discusses with Ivan six things which should be better known. Tahmima Anam is the author of the Bengal trilogy and a recipient of the Commonwealth Writers' Prize for Best First Book and the O. Henry Award. Her short story ‘Garments' was shortlisted for the BBC National Short Story Award. She is a Granta Best of Young British Novelist and a Fellow of the Royal Society of Literature. Born in Dhaka, Bangladesh, she trained as an anthropologist at Harvard University and now lives in London. Her new novel is Uprising, which is a Political Fiction Book Prize Finalist for the Orwell Prize and is available at https://www.waterstones.com/book/9781837265817. The Dirty Protest in Ireland https://theconversation.com/dirty-protests-why-irish-republican-prisoners-smeared-their-cells-with-faeces-to-make-a-political-statement-during-the-troubles-160306 Lysistrata https://www.theguardian.com/stage/2020/aug/03/lysistrata-review-ancient-theatre-of-epidaurus-aristophanes-national-theatre-greece South Korea's 4B movement https://afsee.atlanticfellows.lse.ac.uk/en-gb/blogs/how-the-4b-feminist-rebellion-is-taking-on-patriarchy Rokeya Sakhawat Hossain's Sultana's Dream https://en.wikipedia.org/wiki/Sultana%27s_Dream Coffee Ice cream https://thechalkboardmag.com/sugar-free-coffee-ice-cream-for-energy-euphoria/ How to be less useful by Priyanka Mattoo https://primattoo.substack.com/ This podcast is powered by ZenCast.fm

Liftoff finally went public this week — at a valuation that tells you exactly what the public market thinks mobile ad networks are worth. That's just one of four stories this week that genuinely matter if you run UA.Matej Lančarič flies solo for the breaking news segment, ranked from biggest to most practical. Liftoff listed on Nasdaq as LFT after a second attempt, raising $437M at a $3.83B valuation — a 25% haircut from the $5B it wanted in January, and below the private valuation General Atlantic paid in 2025. A Niko Partners report buried a number most Western publishers still aren't modeling: minigames are now almost 20% of mobile game spending in China. Akin launched AMF Capital with Makers Fund, opening with a $28M UA financing facility for Birhack. And the throughline of the week — mobile has officially shifted from core-first to event-first, with Monopoly Go's Simpsons crossover, Rovio's own admission, and Supercell's MoCo reboot all pointing the same direction.The bar keeps moving up. The industry is consolidating around scale, capital, and live-ops.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Supercell reboots MoCo's live-ops00:30 Liftoff goes public at $3.83B — the IPO breakdown03:00 China minigames are now 20% of mobile spend05:30 AMF Capital launches with a $28M UA financing deal07:00 Mobile shifts from core-first to event-first09:00 What event-first actually means for your UA

What do the 4B movement, modern writing and ancient Hellenic plays have in common?

On this episode of Bounced From The Roadhouse:Special Guests in 4B:7 Year Old HikerBuckee'sDolly Parton's Gas StationLove It Or Leave It -Cody Johnson and Brother's Osborne - Fool Proof Drink Of The Summer Hot Hunks Brandon Murphy's Flashback Friday - Comfort ToyWorld War II Prom Frick SpelunkingThat's a Great Question"Dynamic" Pricing Motor Madness in Box Elder, SDQuestions? Comments? Leave us a message! 605-343-6161Don't forget to subscribe, leave us a review and some stars Hosted on Acast. See acast.com/privacy for more information.

In this episode of Run the Numbers, CJ breaks down SpaceX's S-1, unpacking what the filing reveals about Starlink, xAI, X, common control accounting, revenue, losses, CapEx, and Elon Musk's Mars-linked compensation structure.—SPONSORS:RightRev 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/techstartupsSpendHound 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/run—LINKS: CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 SpaceX S1 breakdown0:50 Elon's Mars colony comp plan2:03 Common control accounting: SpaceX + xAI + X3:04 What SpaceX actually does3:43 How reusable rockets work4:24 Launch cost curve: foundation of everything5:49 Launch services: $8B, 85% of global launches6:44 Starlink: $11.4B, 63% EBITDA margins7:36 xAI and X: burning $1B/month8:22 Sponsors — RightRev | Rillet | EY11:18 Colossus and orbital AI thesis11:41 Revenue, segments and CapEx breakdown14:54 RPO: $28.4B backlog15:18 Starlink subscribers and ARPU decline16:01 Target valuation: $1.5–1.75 trillion16:47 Starlink deep dive18:05 International pricing strategy21:38 The consolidated entity problem22:28 Related party section: nine pages22:32 Sponsors — SpendHound | Brex | Aleph26:15 Valor Equity: $20B in equipment leases27:05 Tesla cross-ownership and Terrafab28:23 R&D: $8.6B, 46% of revenue30:33 Starship: key risk and growth linchpin31:41 Red flag 1: CEO comp tied to Mars colony32:22 Red flag 2: Musk concentration risk32:49 Red flag 3: Cursor option — $10B downside33:36 Red flag 4: X advertising is shrinking34:06 IPO structure and SPCX ticker34:50 30% retail allocation, no lockups35:44 S&P 500 inclusion forces buying within 15 days37:54 Valuation: 60–70x forward revenue38:43 Peer comparison39:44 What you're buying at $1.5T40:53 CFO comp: the only sane plan in the filing41:25 Bitcoin on the balance sheet41:57 Credits

Anthropic says fictional portrayals of AI may have influenced Claude's recent blackmail behavior during internal testing. OpenAI officially launches a $4B enterprise deployment company. And Elon Musk's xAI faces lawsuits over controversial power infrastructure at its data center. This week, Anthropic explains why Claude Opus 4 attempted to blackmail engineers during safety tests, OpenAI expands aggressively into enterprise AI services with engineers embedded directly inside companies, OpenAI launches a new cybersecurity platform called Daybreak, Anthropic officially surpasses OpenAI in B2B adoption according to new Ramp data, and xAI faces growing scrutiny over gas turbines powering its AI infrastructure. If you are a founder, operator, or executive trying to stay ahead of AI, this is your weekly AI news briefing every Tuesday. Stories Covered This Week: Anthropic says internet culture and fictional AI portrayals may have influenced Claude's blackmail behavior during testing OpenAI launches “The Deployment Company” with more than $4B in backing to help enterprises rebuild workflows around AI OpenAI unveils Daybreak, a GPT-5.5 powered cybersecurity platform competing with Anthropic's Mythos Anthropic officially passes OpenAI in B2B adoption according to new Ramp data Elon Musk's xAI faces lawsuits over gas turbines powering its Mississippi data center site Timestamps: 00:00 Intro 00:18 Claude's blackmail behavior explained by Anthropic 01:15 OpenAI launches The Deployment Company 02:30 OpenAI enters cybersecurity with Daybreak 03:29 Anthropic surpasses OpenAI in B2B adoption 04:47 xAI faces environmental backlash over AI power demands 05:55 Outro Partner Links Upgrade your AI toolkit: https://www.theaireport.ai/ai-executive-pass Subscribe to our free newsletter: https://newsletter.theaireport.ai/subscribe Join the community: https://www.theaireport.ai/leaders-launch-guide Learn more about your ad choices. Visit megaphone.fm/adchoices

  The Truth About Cellulite (What No One Is Actually Telling You) Let's be honest — most of what you've heard about cellulite was designed to sell you something. In this episode, I'm breaking down the science, busting the biggest myths, and giving you a framework that actually makes sense for your body. What We Cover: What cellulite actually is — It's not a fat problem. It's a structural design. Women have vertically arranged connective tissue (septae) that allows fat to push up against the skin differently than it does in men. This is why 90% of women have cellulite and most men don't. Athletes have it. Thin women have it. It is not a measure of fitness or body fat percentage. Why it gets more noticeable in perimenopause — Estrogen directly influences collagen production and skin thickness. As estrogen declines, skin thins and loses elasticity — making the underlying structure more visible. This is biology, not failure. What the wellness industry gets wrong — Creams, dry brushing, and detox regimens don't change your connective tissue structure. Specific foods don't cause or cure cellulite. And yet there's a $4B+ industry built on selling you shame as a product. What actually has evidence — Collagen peptides with Vitamin C, resistance training, hydration, and perimenopause-supportive nutrition (protein, omega-3s, phytoestrogens) can support skin integrity and overall health. Honest disclaimer: cellulite reduction may be a side effect — not a guarantee. The real reframe — Your skin is doing exactly what skin does after decades of living, hormonal shifts, and gravity. The question isn't how do I get rid of it — it's what does my body actually need right now?   Let's keep the conversation going... Learn more about Empowered Eating by downloading my FREE guide for your first steps and the list of nutrition labs I recommend to every client! 

The window for government contractors, especially those in defense and space technology, to go public is open again as several listings over the past 12 months show and SpaceX's own offering this year will illustrate. Dave Khalsa, head of mid-cap defense and government technology investment banking at J.P. Morgan, works on transactions of many different types and observes all of them to help companies in the market figure it all out. In starting out this episode, Dave explains what all companies can take away from the handful of initial public offerings over the past 12 months and SpaceX's listing. This is true of whether they plan to go down the IPO path or not. The rest of the conversation between Dave and our Ross Wilkers focuses on how government priorities shape merger-and-acquisition activities by companies under different ownership models, including private equity and venture capital. Public offerings put GovCon in a new spotlight as SpaceX's listing looms HawkEye 360's public offering hauls in $416M AEVEX fetches $320M in IPO proceeds Firefly captures $868M in IPO proceeds York Space Systems raises $629M in public offering Merlin Labs' public offering collects $200M to build an AI autopilot for any aircraft L3Harris to spin off its rocket motor business with the Pentagon as an anchor investor AeroVironment's tech and business blueprints with BlueHalo now in the fold Veritas Capital's ninth fund grows to $15.3B OceanSound Partners hauls in $3.4B for third fund Arlington Capital fetches $6B for its seventh fund Government equity investments open a new frontier for industry Venture investing is part of the M&A conversation too Anduril hauls in $5B for Series H round Shield AI closes $1.5B Series G round and moves on acquisition Saronic wraps up $600M Series C round Sierra Space and Vast detail their Series C investment rounds

Vance visits Maine and claims the Trump administration is combating endemic fraud in our public services. States that don't comply with federal rules will have funds cut. Admin will withhold $1.3 billion in Medicaid payments from California. Admin and Republicans blaming political opponents for their own fraud and corruption. Admin seems nervous after seeing Orban dumped. Trump's administration labeled the most corrupt in history. Trump fired or demoted 20 inspectors-general, pocketed $4B from crypto, freed/pardoned cronies for money. Trump's sons and son-in-law are using their political connections to build private wealth. Trump uses his Birthday UFC White House fight to funnel more money to supporters. Trump visits China with delegation of billionaires. Trump's lawsuit with the IRS. Get full, free access to Letters from an American here: https://heathercoxrichardson.substack.com/subscribeYou can also find me: Bluesky: https://bsky.app/profile/hcrichardson.bsky.socialInstagram: https://www.instagram.com/heathercoxrichardson/?hl=enFacebook: https://www.facebook.com/heathercoxrichardson/YouTube: https://www.youtube.com/@heathercoxrichardson Get full access to Letters from an American at heathercoxrichardson.substack.com/subscribe

Google unveiled Googlebook, merging ChromeOS and Android into a unified laptop OS shipping this fall. WhatsApp launches Incognito Chat for private AI conversations. Anthropic's revenue run-rate is on track to hit $50B by end of June, and Anduril raised $5B at a $61B valuation. Google unveils Googlebook, its new laptop lineup featuring a unified OS merging ChromeOS and Android, with devices from Dell, HP, and others coming this fall (ZDNet) Google also unveiled Gemini Intelligence, bundling existing and new Gemini features, including task automation across apps and letting users vibe code Android widgets (The Verge) WhatsApp launches Incognito Chat, an AI chat mode built on Private Processing that Meta says lets users talk to AI without Meta being able to access the chats (Wired) Investor docs: Anthropic's revenue run-rate is on track to hit $50B by the end of June; Ramp says more of its customers now use Anthropic than OpenAI, a first (WSJ) Anduril raised a $5B Series H led by Thrive and a16z at a $61B valuation, up from $30.5B in June 2025, taking its total funding to $6.82B, and could IPO in 2027 (NYT) Richard Socher's Recursive Superintelligence raised $650M+ from GV, Greycroft, Nvidia, AMD, and others at a $4B valuation to pursue "recursive self-improvement" (NYT) Learn more about your ad choices. Visit megaphone.fm/adchoices

Steven Pivnik scaled his company to 200+ employees across 12 countries before executing a strategic acquisition to a $4B competitor. Along the way, he completed 17 IRONMAN triathlons and climbed at extreme altitude — including Everest.In this episode of Liftoff with Keith, we break down:The difference between growth and disciplined growthWhy founders should design their exit years in advanceHow endurance training builds better leadershipAvoiding burnout while scaling under pressureWhat it really means to “finish strong”This is a conversation about commitment, structure, and the mindset required to endure when quitting would be easier.If you're building, scaling, or thinking about your long-term exit — this episode is for you.Connect with Steven Pivnik: Website: https://stevenpivnik.com/LinkedIn: https://www.linkedin.com/in/stevenpivnik/ Instagram: https://www.instagram.com/stevenpivnik/ Sponsor Info: We are strategic business advisors with decades of leadership experience and a proven track record of driving businesses' growth. We specialize in creating custom-tailored strategies to introduce your company, drive growth, build leadership teams, and ensure companies implement appropriate compensation programs. Our mission is to utilize our expansive network to benefit your company https://www.compass-strategic-advisors.com/ Subscribe for more founder insights and hit the bell for notifications! Follow us on our channels for exclusive startup content and behind-the-scenes insights from interviews like this one. Spotify: https://open.spotify.com/show/3cFpLXfYvcUsxvsT9MwyAD?si=f5a14e779777487d Apple Podcasts: https://podcasts.apple.com/ca/podcast/liftoff-with-keith-newman/id1560219589 Substack: https://keithnewman.substack.com/ Newman Media Studios: https://newmanmediastudios.com/ LinkedIn: https://www.linkedin.com/company/liftoffwithkeith For sponsorship inquiries, please contact: sponsorships@wherewithstudio.com#Entrepreneurship #Ironman #FounderMindset #Leadership #Endurance #StartupGrowth #BusinessLeadership #MentalToughness #PersonalGrowth

What does it actually look like to build a music career from the ground up as an artist in 2026?  This week Dmitri sits down with Aryyzona, a Brazillian-born, LA-based artist who has been posting videos on YouTube since 2009 and recently released her hyper pop EP Gacha World, complete with a custom video game.  With over a million YouTube subscribers and a devoted following across TikTok and Instagram, Aryy has a perspective on the creator economy that challenges a lot of assumptions. She breaks down why she refuses to call herself a social-first artist even though she posts constantly, how she balances paid brand partnerships with creative integrity, and what the traditional music industry gets wrong about creators who built their audiences outside the label system. They also get into the emotional reality of being a music creator, including separating your self-worth from your analytics, navigating hate comments, and staying grounded when engagement is unpredictable. Plus, Aryy shares a story how her ukelele videos once landed her on a Southwest Airlines flight to Hawaii to teach an entire cabin of passengers how to play ukulele.  If you are a musician trying to understand the creator economy, a content creator wondering whether you can make it as an artist, or someone who wants an honest look at building an audience and a music career at the same time, this episode if for you   The news Sony in advanced talks to buy Blackstone's Recognition Music for up to $4B, reports Bloomberg YouTube allows creators to replace music with copyright issues with genAI songs Zuckerberg Personally Authorized Massive Copyright Infringement to Train AI, Multiple Publishers Allege Suno CEO Calls AI Platform "Ozempic of the Music Industry" How Duetti Finds Big Value in Small Catalogs: 'It's Not About Aggregating Rights… It's About Taking Care of Them' Nebula becomes latest fan-to-artist investment platform   The Music Tectonics podcast goes beneath the surface of the music industry to explore how technology is changing the way business gets done. Visit musictectonics.com to find shownotes and a transcript for this episode, and find us on LinkedIn, Twitter, and Instagram. Let us know what you think!  Get Dmitri's Rock Paper Scanner newsletter.

Google reported the first known case of hackers using AI to discover and weaponize a zero-day vulnerability. OpenAI launched a $4B+ deployment company and acquired Tomoro. Apple plans Liquid Glass refinements for macOS 27, TikTok rolls out an ad-free tier in the UK, and Ben Thompson argues agentic inference will reshape compute. Google's TIG reports the first known example of hackers using AI to discover and weaponize a zero-day; TIG's chief analyst says "this is the tip of the iceberg" (NYT) The 90-day vulnerability disclosure policy is dead, as LLMs compress bug finding and exploit development time, and critical issues must be patched immediately (Himanshu Anand) OpenAI launches the OpenAI Deployment Company with a $4B+ investment to help organizations build and deploy AI systems, and acquires AI consulting firm Tomoro (Reuters) Sources: Apple is working on a "slight redesign" for macOS 27 to address Liquid Glass issues and plans a feature to automatically group Safari tabs in "27" OSes (Bloomberg) TikTok is rolling out TikTok Ad-Free, a £3.99-per-month subscription for UK accounts aged 18 or older "over the coming months", after testing the option in 2023 (TechCrunch) Agentic inference is set to be different than today's inference, and will change compute infrastructure because speed won't matter when humans aren't involved (Stratechery) Learn more about your ad choices. Visit megaphone.fm/adchoices

MY BODY IS NOT MY BOSS Colossians 3:5–7 So put to death the sinful, earthly things LURKING WITHIN YOU. Have nothing to do with sexual immorality, impurity, lust, and evil desires. Don’t be greedy, for a greedy person is an idolater, worshiping the things of this world. 6 Because of these sins, the anger of God is coming. 7 YOU USED TO DO THESE THINGS when your life was still part of this world. (NLT) 4 STEPS TO GET VICTORY OVER YOUR FLESH 1. RECOGNIZE YOUR FLESH SHOULD NOT LEAD YOUR LIFE Romans 12:1 Therefore, I urge you, brothers and sisters, in view of God’s mercy, to offer your bodies as a living sacrifice, holy and pleasing to God—this is your true and proper worship. (NIV) 1 Corinthians 6:19–20 Do you not know that your bodies are temples of the Holy Spirit, who is in you, whom you have received from God? You are not your own; 20 you were bought at a price. Therefore honor God with your bodies. (NIV) 2. IDENTIFY SINFUL PATTERNS Colossians 3:5 So put to death the sinful, earthly things lurking within you. Have nothing to do with sexual immorality, impurity, lust, and evil desires. Don’t be greedy, for a greedy person is an idolater, worshiping the things of this world. (NLT) Colossians 3:8-9 But now is the time to get rid of anger, rage, malicious behavior, slander, and dirty language. 9 Don’t lie to each other, for you have stripped off your old sinful nature and all its wicked deeds. (NLT) James 1:14 but each person is tempted when they are dragged away by their OWN evil desire and enticed. (NIV) James 5:16 Therefore confess YOUR SINS to each other and pray for each other so that you may be healed. The prayer of a righteous person is powerful and effective. (NIV) Hebrews 12:1 Therefore, since we are surrounded by such a great cloud of witnesses, let us throw off EVERYTHING that hinders and THE SIN that so easily entangles. And let us run with perseverance the race marked out for us, (NIV) 3. RECOGNIZE THE CONSEQUENCES OF FLESH-LED LIVING Colossians 3:6 Because of these sins, the ANGER of God is coming. (NLT) Galatians 6:7–8 Do not be deceived: God cannot be mocked. A man reaps what he sows. 8 Whoever sows to please their flesh, from the flesh will reap DESTRUCTION; whoever sows to please the Spirit, from the Spirit will reap eternal life. (NIV) James 1:15 Then, after desire has conceived, it gives birth to sin; and sin, when it is full-grown, gives birth to DEATH. (NIV) Romans 8:6 The mind governed by the flesh is DEATH, but the mind governed by the Spirit is life and peace. (NIV) Proverbs 14:12 There is a way that seems right to a man, but its end is the way to death. (ESV) 4 PUT YOUR FLESH IN ITS RIGHTFUL PLACE 4A. CRUCIFY YOUR FLESH Romans 8:13 For if you live according to the flesh, you will die; but if by the Spirit you put to DEATH the misdeeds of the body, you will live. (NIV) Galatians 5:24 24 Those who belong to Christ Jesus have CRUCIFIED the flesh with its passions and desires. (NIV) Matthew 5:30 And if your right hand causes you to stumble, CUT IT OFF and throw it away. It is better for you to lose one part of your body than for your whole body to go into hell. (NIV) 1 Peter 2:11 Dear friends, I urge you, as foreigners and exiles, TO ABSTAIN from sinful desires, which wage war against your soul. (NIV) Romans 13:14 But put on the Lord Jesus Christ, and make NO PROVISION FOR THE FLESH, to gratify its desires. (ESV) Luke 9:23 Then he said to them all: “Whoever wants to be my disciple must DENY themselves and take up THEIR CROSS DAILY and follow me. (NIV) 1 Corinthians 9:27 But I discipline my body and keep it under control, lest after preaching to others I myself should be disqualified. (ESV) MOST CHRISTIANS ARE NOT DEFEATED BY DEMONS. THEY’RE DEFEATED BY THE UNDISCIPLINED DESIRES. John 8:34 Jesus answered them, “Truly, truly, I say to you, everyone who practices sin is a slave to sin. (ESV) 4B. START PRACTICING SPIRITUAL HABITS Colossians 3:9-10 Don’t lie to each other, for you have stripped off your old sinful nature and all its wicked deeds. 10 PUT ON YOUR NEW NATURE, and be renewed as you learn to know your Creator and become like him. (NLT) 2 Corinthians 10:4 For the weapons of our warfare are not of the flesh but have DIVINE power to destroy strongholds. (ESV) 1. FASTING 2. DAILY PRAYER, WORSHIP, AND BIBLE READING Psalm 119:11 I have hidden your word in my heart that I might not sin against you. (NIV) 3. CHURCH 4. SERVING 5. SMALL GROUP 6. SABBATH 4C. START FOLLOWING THE HOLY SPIRIT’S LEADING Galatians 5:16 But I say, walk by the Spirit, and you will not gratify the desires of the flesh. (ESV)

MY BODY IS NOT MY BOSS Colossians 3:5–7 So put to death the sinful, earthly things LURKING WITHIN YOU. Have nothing to do with sexual immorality, impurity, lust, and evil desires. Don’t be greedy, for a greedy person is an idolater, worshiping the things of this world. 6 Because of these sins, the anger of God is coming. 7 YOU USED TO DO THESE THINGS when your life was still part of this world. (NLT) 4 STEPS TO GET VICTORY OVER YOUR FLESH 1. RECOGNIZE YOUR FLESH SHOULD NOT LEAD YOUR LIFE Romans 12:1 Therefore, I urge you, brothers and sisters, in view of God’s mercy, to offer your bodies as a living sacrifice, holy and pleasing to God—this is your true and proper worship. (NIV) 1 Corinthians 6:19–20 Do you not know that your bodies are temples of the Holy Spirit, who is in you, whom you have received from God? You are not your own; 20 you were bought at a price. Therefore honor God with your bodies. (NIV) 2. IDENTIFY SINFUL PATTERNS Colossians 3:5 So put to death the sinful, earthly things lurking within you. Have nothing to do with sexual immorality, impurity, lust, and evil desires. Don’t be greedy, for a greedy person is an idolater, worshiping the things of this world. (NLT) Colossians 3:8-9 But now is the time to get rid of anger, rage, malicious behavior, slander, and dirty language. 9 Don’t lie to each other, for you have stripped off your old sinful nature and all its wicked deeds. (NLT) James 1:14 but each person is tempted when they are dragged away by their OWN evil desire and enticed. (NIV) James 5:16 Therefore confess YOUR SINS to each other and pray for each other so that you may be healed. The prayer of a righteous person is powerful and effective. (NIV) Hebrews 12:1 Therefore, since we are surrounded by such a great cloud of witnesses, let us throw off EVERYTHING that hinders and THE SIN that so easily entangles. And let us run with perseverance the race marked out for us, (NIV) 3. RECOGNIZE THE CONSEQUENCES OF FLESH-LED LIVING Colossians 3:6 Because of these sins, the ANGER of God is coming. (NLT) Galatians 6:7–8 Do not be deceived: God cannot be mocked. A man reaps what he sows. 8 Whoever sows to please their flesh, from the flesh will reap DESTRUCTION; whoever sows to please the Spirit, from the Spirit will reap eternal life. (NIV) James 1:15 Then, after desire has conceived, it gives birth to sin; and sin, when it is full-grown, gives birth to DEATH. (NIV) Romans 8:6 The mind governed by the flesh is DEATH, but the mind governed by the Spirit is life and peace. (NIV) Proverbs 14:12 There is a way that seems right to a man, but its end is the way to death. (ESV) 4 PUT YOUR FLESH IN ITS RIGHTFUL PLACE 4A. CRUCIFY YOUR FLESH Romans 8:13 For if you live according to the flesh, you will die; but if by the Spirit you put to DEATH the misdeeds of the body, you will live. (NIV) Galatians 5:24 24 Those who belong to Christ Jesus have CRUCIFIED the flesh with its passions and desires. (NIV) Matthew 5:30 And if your right hand causes you to stumble, CUT IT OFF and throw it away. It is better for you to lose one part of your body than for your whole body to go into hell. (NIV) 1 Peter 2:11 Dear friends, I urge you, as foreigners and exiles, TO ABSTAIN from sinful desires, which wage war against your soul. (NIV) Romans 13:14 But put on the Lord Jesus Christ, and make NO PROVISION FOR THE FLESH, to gratify its desires. (ESV) Luke 9:23 Then he said to them all: “Whoever wants to be my disciple must DENY themselves and take up THEIR CROSS DAILY and follow me. (NIV) 1 Corinthians 9:27 But I discipline my body and keep it under control, lest after preaching to others I myself should be disqualified. (ESV) MOST CHRISTIANS ARE NOT DEFEATED BY DEMONS. THEY’RE DEFEATED BY THE UNDISCIPLINED DESIRES. John 8:34 Jesus answered them, “Truly, truly, I say to you, everyone who practices sin is a slave to sin. (ESV) 4B. START PRACTICING SPIRITUAL HABITS Colossians 3:9-10 Don’t lie to each other, for you have stripped off your old sinful nature and all its wicked deeds. 10 PUT ON YOUR NEW NATURE, and be renewed as you learn to know your Creator and become like him. (NLT) 2 Corinthians 10:4 For the weapons of our warfare are not of the flesh but have DIVINE power to destroy strongholds. (ESV) 1. FASTING 2. DAILY PRAYER, WORSHIP, AND BIBLE READING Psalm 119:11 I have hidden your word in my heart that I might not sin against you. (NIV) 3. CHURCH 4. SERVING 5. SMALL GROUP 6. SABBATH 4C. START FOLLOWING THE HOLY SPIRIT’S LEADING Galatians 5:16 But I say, walk by the Spirit, and you will not gratify the desires of the flesh. (ESV)

Friday, May 8, 2026 - Week 19   CURE SYNGAP1 STRATEGY WORKING Our strategy has always been to derisk SYNGAP1 so that industry will invest and bring their skill and capital to bear.  We leverage donor dollars to maximize impact.  Yesterday was a great example:   EARNINGS REPORTS CAMP4 1Q26 Results: $99M https://investors.camp4tx.com/news-releases/news-release-details/camp4-reports-first-quarter-2026-financial-results-and-corporate We submitted our first regulatory filing for CMP-002 in Australia which positions us to initiate a global first-in-human Phase 1/2 clinical trial in the second half of 2026.   Stoke 1Q26 Results: $411M https://investor.stoketherapeutics.com/news-releases/news-release-details/stoke-therapeutics-announces-first-quarter-2026-financial  Lead optimization is underway to identify a clinical candidate for the treatment of SYNGAP1 in 2026. SYNGAP1 is a severe and rare genetic neurodevelopmental disease.   Praxis 1Q26 Results: $1.4B https://investors.praxismedicines.com/news-releases/news-release-details/praxis-precision-medicines-provides-corporate-update-and-19  Praxis remains on track to nominate a development candidate for each of its three early stage ASO therapeutic initiatives in the first half of 2026:  PRAX-090 is designed to address SYNGAP1 loss-of-function (LoF) mutations, a leading cause of severe intellectual disability and epilepsy in DEEs.   #CompetitionIsGoodForThePatient    KCNT1 Big Day today - Congratulations Post: https://www.linkedin.com/posts/graglia_kcnt1-share-7458560855744618496-X10d Press Release: https://www.linkedin.com/posts/kcnt1-kcnt1-epilepsy-ugcPost-7458487179149787136-kH7c/   WATCH & SHARE OUR VIDEO Watch and share the new SYNGAP1 Video, it is excellent and helps explain our cause to families and friends.  We need to turn them into supporters and donors. cureSYNGAP1.org/SYNGAP1 -> https://youtu.be/pO3ayASBiEk   INAUGURAL SF NIGHT OF IMPACT, CA – 20 days Join us this is our only Gala for 2026! cureSYNGAP1.org/SF26   5TH SCRAMBLE FOR SYNGAP, SC – 148 days Classic case of a small event becoming an institution! cureSYNGAP1.org/Scramble26   USA: use your ICD-10, F78.A1: https://onlinelibrary.wiley.com/doi/10.1002/epi.70142   PUBMED Pubmed 2026 is at 28. +9 vs the week. (61 last year was +9) https://pubmed.ncbi.nlm.nih.gov/?term=syngap1&filter=years.2026-2026&sort=date   https://pubmed.ncbi.nlm.nih.gov/42093631/ ADHD in patients with #DLG2 #NRXN1 #SHANK3 #SYNGAP1   SOCIAL MATTERS 4,940 LinkedIn.  https://www.linkedin.com/company/curesyngap1 1,569 YouTube.  https://www.youtube.com/@CureSYNGAP1 11.1k Twitter https://twitter.com/cureSYNGAP1 45k Insta https://www.instagram.com/curesyngap1   $CAMP closed at $4.46. https://www.google.com/finance/beta/quote/CAMP:NASDAQ $STOK closed at $32.89. https://www.google.com/finance/beta/quote/STOK:NASDAQ $ACAD closed at $22.40. https://www.google.com/finance/beta/quote/ACAD:NASDAQ $PRAX closed at $330.02. https://www.google.com/finance/beta/quote/PRAX:NASDAQ   Like and subscribe to this podcast wherever you listen. https://curesyngap1.org/podcasts/syngap10 Episode 207 of #Syngap10 #SYNGAP1 #CureSYNGAP1 #Podcast #PatientAdvocacy

We've been saying one of the big strategics was going to move on a scaled independent agency. It's happening.Christian and Ayelet are back for Deal Review Friday with breaking news on an imminent Accenture acquisition, two lower middle market deals that tell you exactly what the current M&A environment looks like, and what all of this means for the scaled independents that were planning to go to market in 2027 or 2028.The dam is breaking. Here's what you need to know.⏱️ TIMESTAMPS0:00 — Cinco de Mayo, Salsify's Digital Shelf Summit, and puppies1:53 —

Almost nothing in semiconductor land is cheap right now. First Solar might be the exception — and that is worth paying attention to, even if you have never thought of a solar panel manufacturer as a chip stock.First Solar trades at 12.7x forward earnings and 12.7x forward free cash flow. It carries over $2.4 billion in cash with almost no debt. It just reported record Q1 2026 revenue of just over $1 billion, up 24% year over year, with expanding profit margins. It manufactures domestically in five US facilities — a sixth is under construction in South Carolina. It benefits from Inflation Reduction Act tax credits through 2029. And it has just launched a new manufacturing process called CuRe — copper replacement — that increases panel lifetime energy yield by up to 8% and extends panel lifespan.Everything checks out. Until you look at the guidance and the backlog.Full year 2026 revenue is expected to come in flat to slightly down versus 2025. The order backlog, which peaked above 70 gigawatts in 2023, has now declined to under 48 gigawatts. First Solar is working through existing orders faster than it is winning new ones. A sizable cancellation from customer LightSource BP in 2024 and 2025 accelerated that decline. These are the hallmarks of a value trap — a stock that looks cheap because the future earning power is genuinely uncertain, not because the market has mispriced it.The potential inflection point is a pending Section 232 investigation into whether crystalline silicon solar panel imports — primarily from China, where state-subsidized price dumping has been a recurring competitive tactic — constitute a national security risk. If the ruling lands in Q2 2026 and tariff protections follow, First Solar's order book could refill rapidly. If it does not, the backlog decline continues and the cheap valuation has every reason to stay cheap.CSI walks through the full picture: the thin-film cadmium telluride technology edge, the CuRe manufacturing upgrade, the domestic supply chain advantage, the backlog reality, and a reverse DCF that shows the bar First Solar needs to clear is genuinely low — only 7% annual profit growth over five years with a 0% terminal rate gets you to today's price. The conclusion is honest: mildly interested, but the hallmarks of a value trap are present. Patience is the strategy.What we cover:— Why a solar company qualifies as a chip stock — and where First Solar fits in the supply chain— First Solar Q1 2026: $1B+ revenue, record margins, $2.4B cash, minimal debt— Thin-film cadmium telluride vs. crystalline silicon — the technology difference that matters— The CURE manufacturing process: launching now in Ohio, targeted across all facilities— Domestic US manufacturing as a competitive and geopolitical advantage— The guidance problem: flat to down revenue in 2026— The backlog decline: from 70GW in 2023 to under 48GW and still falling— Section 232 tariff investigation — the binary catalyst expected Q2 2026— Reverse DCF: 12.7x earnings, 7% growth, 0% terminal rate— CSI verdict: mildly interested, but patient — the value trap signs are realDisclosure: Nick and Kasey do not currently hold First Solar. This content is for general information only and is not individual investment advice. All investing involves risk.chipstockinvestor.com

Seattle city council president admits to having a ‘black budget’, calls black voters a ‘political party,’ and then runs away from questions. King County seeks to improve oversight of KCRHA after the shocking findings in the latest audit. // A new study found that Nearly 1 in 4 Washington employers are eyeing the exit — and Democrats’ $9.4B income tax agenda is why. // California’s gubernatorial race is heating up. Could a Republican actually win?

Once again, the U.S. government is accusing China of being among several foreign entities that are looking to steal proprietary information on artificial intelligence models from American companies. Edward Graham, managing editor and Veterans Affairs Department reporter at NextGov/FCW, discovered a memo the White House sent to federal agencies that warns of distillation campaigns seeking to help create knockoff versions of AI models. Ed joins our Ross Wilkers for this episode to explain how those campaigns work and, more importantly, how they help illuminate the competition between the U.S. and China to lead the world in AI and robotics tech development. Ed also provides an update on where things stand with VA's rollout of a new electronic health record, which has had many fits and starts over the years to say the least. White House accuses China of ‘deliberate, industrial-scale campaigns' to steal US AI models US needs to flesh out strategy to counter China's robotics advances, lawmakers say AI capabilities are needed to counter drone threats, senator says House FY27 VA funding bill allocates $3.4B for EHR rollout VA resumes EHR rollouts at four Michigan medical sites

I’M ABOUT TO LOSE MY MIND UP IN HERE Romans 7:22-23 For in my inner being I delight in God’s law; 23 but I see another law at work in me, waging war against the law of my MIND and making me a prisoner of the law of sin at work within me. (NIV) Romans 8:5–7 Those who live according to the flesh have their minds set on what the flesh desires; but those who live in accordance with the Spirit have their minds set on what the Spirit desires. 6 The MIND governed by the FLESH is DEATH, but the MIND governed by the SPIRIT is LIFE AND PEACE. 7 The MIND governed by the FLESH IS HOSTILE TO GOD; it does not submit to God’s law, nor can it do so. (NIV) 1 Corinthians 2:16 “For who has understood the mind of the Lord so as to instruct him?” But WE HAVE THE MIND OF CHRIST. (ESV) Ephesians 4:23 to be made new in the attitude of your minds; (NIV) 4 PRACTICAL STEPS TO BE MADE NEW IN YOUR MIND 2 Corinthians 10:3–5 For though we live in the world, we do not wage war as the world does. 4 The weapons we fight with are not the weapons of the world. On the contrary, they have divine power to demolish strongholds. 5 We demolish arguments and every pretension that sets itself up against the knowledge of God, and we take captive every thought to make it obedient to Christ. (NIV) 1. WE MUST FIGHT MENTAL BATTLES WITH SPIRITUAL WEAPONS Ephesians 6:17 Take the helmet of salvation and the SWORD of the Spirit, which is the word of God. (NIV) Hebrews 4:12 For the word of God is alive and active. Sharper than any double-edged SWORD, it penetrates even to dividing soul and spirit, joints and marrow; it judges the thoughts and attitudes of the heart. (NIV) 2. WE MUST DEMOLISH MENTAL STRONGHOLDS WITH SPIRITUAL WEAPONS Romans 12:2 Do not conform to the pattern of this world, but be transformed by the renewing of your mind. Then you will be able to test and approve what God’s will is—his good, pleasing and perfect will. (NIV) 3. WE DEMOLISH MENTAL STRONGHOLDS BY TAKING EVERY THOUGHT CAPTIVE 4. WE MUST DEMOLISH MENTAL STRONGHOLDS BY REPLACING LIES WITH TRUTH 2 Corinthians 10:5 We demolish arguments and every pretension that sets itself up against the knowledge of God, and we take captive every thought to MAKE IT OBEDIENT TO CHRIST. (NIV) 4A. WE REPLACE LIES BY READING AND MEMORIZING GOD’S WORD 4B. WE REPLACE LIES BY SPEAKING GOD’S TRUTH Proverbs 18:21 The tongue has the power of life and death, and those who love it will eat its fruit. (NIV) 4C. WE REPLACE LIES AND DEMOLISH MENTAL STRONGHOLDS BY REPEATING THE STEPS 1 Chronicles 4:10 And Jabez called on the God of Israel saying, “Oh, that You would bless me indeed, and enlarge my territory, that Your hand would be with me, and that You would keep me from evil, that I may not cause pain!” So God granted him what he requested. (NKJV) Psalm 27:13 I remain confident of this: I will see the goodness of the Lord in the land of the living. (NIV) Jude 24 24 Now to him who is able to keep you from stumbling and to present you blameless before the presence of his glory with great joy, (ESV)

I’M ABOUT TO LOSE MY MIND UP IN HERE Romans 7:22-23 For in my inner being I delight in God’s law; 23 but I see another law at work in me, waging war against the law of my MIND and making me a prisoner of the law of sin at work within me. (NIV) Romans 8:5–7 Those who live according to the flesh have their minds set on what the flesh desires; but those who live in accordance with the Spirit have their minds set on what the Spirit desires. 6 The MIND governed by the FLESH is DEATH, but the MIND governed by the SPIRIT is LIFE AND PEACE. 7 The MIND governed by the FLESH IS HOSTILE TO GOD; it does not submit to God’s law, nor can it do so. (NIV) 1 Corinthians 2:16 “For who has understood the mind of the Lord so as to instruct him?” But WE HAVE THE MIND OF CHRIST. (ESV) Ephesians 4:23 to be made new in the attitude of your minds; (NIV) 4 PRACTICAL STEPS TO BE MADE NEW IN YOUR MIND 2 Corinthians 10:3–5 For though we live in the world, we do not wage war as the world does. 4 The weapons we fight with are not the weapons of the world. On the contrary, they have divine power to demolish strongholds. 5 We demolish arguments and every pretension that sets itself up against the knowledge of God, and we take captive every thought to make it obedient to Christ. (NIV) 1. WE MUST FIGHT MENTAL BATTLES WITH SPIRITUAL WEAPONS Ephesians 6:17 Take the helmet of salvation and the SWORD of the Spirit, which is the word of God. (NIV) Hebrews 4:12 For the word of God is alive and active. Sharper than any double-edged SWORD, it penetrates even to dividing soul and spirit, joints and marrow; it judges the thoughts and attitudes of the heart. (NIV) 2. WE MUST DEMOLISH MENTAL STRONGHOLDS WITH SPIRITUAL WEAPONS Romans 12:2 Do not conform to the pattern of this world, but be transformed by the renewing of your mind. Then you will be able to test and approve what God’s will is—his good, pleasing and perfect will. (NIV) 3. WE DEMOLISH MENTAL STRONGHOLDS BY TAKING EVERY THOUGHT CAPTIVE 4. WE MUST DEMOLISH MENTAL STRONGHOLDS BY REPLACING LIES WITH TRUTH 2 Corinthians 10:5 We demolish arguments and every pretension that sets itself up against the knowledge of God, and we take captive every thought to MAKE IT OBEDIENT TO CHRIST. (NIV) 4A. WE REPLACE LIES BY READING AND MEMORIZING GOD’S WORD 4B. WE REPLACE LIES BY SPEAKING GOD’S TRUTH Proverbs 18:21 The tongue has the power of life and death, and those who love it will eat its fruit. (NIV) 4C. WE REPLACE LIES AND DEMOLISH MENTAL STRONGHOLDS BY REPEATING THE STEPS 1 Chronicles 4:10 And Jabez called on the God of Israel saying, “Oh, that You would bless me indeed, and enlarge my territory, that Your hand would be with me, and that You would keep me from evil, that I may not cause pain!” So God granted him what he requested. (NKJV) Psalm 27:13 I remain confident of this: I will see the goodness of the Lord in the land of the living. (NIV) Jude 24 24 Now to him who is able to keep you from stumbling and to present you blameless before the presence of his glory with great joy, (ESV)

4pm - GUEST - BILL KIRK - PRESIDENT OF WASHINGTON GUN LAW // DOJ Gets Handed a Major Defeat on a Gun Law related to felonies / cannabis // Bill’s take on the lawsuits over the income tax and sheriff removal bills // ATF drops a mountain of new rules affecting gun owners // What, if any, concerns does Bill have about 2A rights in the permanently surveilled AI future? // Plan to sweep $4B from WA police, firefighter pension fund spurs suit // Connecticut wrestling coach accused of hitting athlete over ‘six-seven’ joke

The mobile gaming industry just posted record revenue ($195.6B) while simultaneously firing 44,000 developers. Here's what's actually going on.Matej Lančarič flies solo this week to break down the five stories that matter most: NTE's massive global launch, IronSource's official shutdown after one of the worst acquisitions in mobile gaming history, the State of Mobile Gaming 2026 report and what its genre data really tells us, Adam Foroughi's spicy 20VC interview, and Google's ad tech antitrust ruling that's about to reshape programmatic advertising.Five stories, one signal: the market growth is real but extremely concentrated. If you're not in the right two genres or one of the live-service giants, you're competing for table scraps.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Record revenue, record layoffs paradox00:50 NTE / Neverness to Everness global launch02:30 IronSource is officially dead — RIP $4.4B acquisition03:45 $195.6B revenue + 44K layoffs — the concentration story05:15 Adam Foroughi on 20VC — $83M payday, AI, layoffs05:45 Google ad tech antitrust ruling — what comes next06:30 Closing — the week ahead━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Healthcare has never moved this fast.Pharma giants are no longer just buying software. They are writing $50 million checks for access to a single foundational model. Systems of record are being replaced, and the shift is unfolding fastest in a place most people did not expect: healthcare.Vignesh Kumar, Partner at Sierra Ventures, has spent 13 years at the center of this enterprise shift. He has sourced and invested early in companies across Enterprise AI, including two unicorns, Phenom and Reify Health, with Reify reaching around a $4B valuation and Phenom crossing $1B.Over 40 years, Sierra has backed 300+ startups, resulting in 11 IPOs, 7 unicorns, and 104 acquisitions, and manages over $2.4B in assets. Today, the firm is a focused early-stage enterprise AI investor, writing first institutional checks while staying disciplined on fund size, growing from $150M to $270M.This episode is on how the next generation of companies in Enterprise AI will be found, funded and scaled. If you are building in AI or exploring healthcare, this will help you see the shift earlier and act on it with more clarity.0:00 – Trailer1:04 – Where Sierra Ventures invests?3:33 – How to keep fund size aligned with stage5:19 – Sierra's historical DPI5:52 – Deals that drove big returns8:25 – Sierra's exits9:53 – The formula for high returns11:47 – The perfect US–India founder example13:07 – What outcomes VCs expects from startups14:34 – How the partner consensus works15:56 – Why Sierra invested in Smallest AI17:28 – From first meeting to term sheet17:57 – Healthcare has never moved this fast23:20 – Where Vignesh invests24:39 – Only one foundational model bet25:28 – Is SaaS dead?27:44 – How PMF changes in the AI era30:16 – How a VC calculates market risk31:19 – What kept Vignesh at Sierra for 13 years33:17 – How to bet on futuristic startups34:58 – The anti-portfolio35:50 – First-time vs second-time founders36:43 – Why great storytellers attract best talent-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us Fan Mail

Federal government approves $4B natural gas pipeline expansion in B.C. Michelle Mungall, Energy sector advisor & Former Member of the Legislative Assembly of British Columbia Learn more about your ad choices. Visit megaphone.fm/adchoices

A new report that says OpenAI has missed some key revenue and user targets hits the AI trade. A look at the sectors and stocks most impacted. Then the CEO of Novartis with a warning about the Trump Administration's drug pricing strategy. Plus, reaction to quarterly results. And the CEO of Shell reacts to the UAE's departure from OPEC as well as the company's $16.4B deal for Canada's ARC Resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Don’t Let Your Emotions Drive Your Life 1. Who created emotions? Genesis 1:27 So God created mankind in his own image, in the image of God he created them; male and female he created them. (NIV) John 11:35 Jesus wept. (NIV) Luke 10:21 At that time Jesus, full of joy through the Holy Spirit. (NIV) 
Ecclesiastes 3:1 There is a time for everything, and a season for every activity under the heavens (NIV) 2. What are emotions?
 3. When should we manage emotions?
 Proverbs 29:11 Fools give full vent to their rage, but the wise bring calm in the end. (NIV)  Ephesians 4:26 Be angry and do not sin; do not let the sun go down on your anger. (ESV) 4. Where should we position emotions in our lives? Hebrews 12:15 See to it that no one falls short of the grace of God and that no bitter root grows up to cause trouble and defile many. (NIV) James 1:19-20 My dear brothers and sisters, take note of this: Everyone should be quick to listen, slow to speak and slow to become angry, 20 because human anger does not produce the righteousness that God desires. (NIV)

4A. Pause to identify the emotion
Psalm 139:23-24 Search me, God, and know my heart; test me and know my anxious thoughts. 24 See if there is any offensive way in me, and lead me in the way everlasting. (NIV) 4B. Process why we’re feeling the emotion Psalm 42:5 Why, my soul, are you downcast? Why so disturbed within me? (NIV) Psalm 34:5 Those who look to him are radiant; their faces are never covered with shame.  2 Corinthians 5:17 Therefore, if anyone is in Christ, the new creation has come: The old has gone, the new is here! (NIV) 4C. Respond to the emotion with godliness James 1:20 human anger does not produce the righteousness that God desires. (NIV) 5. Why do emotions exist? Psalm 22:1 My God, my God, why have you forsaken me? Why are you so far from saving me? (NIV) Psalm 56:3 When I am afraid, I put my trust in you. (NIV) 1 Thessalonians 5:23 May God himself, the God of peace, sanctify you through and through. May your whole spirit, soul and body be kept blameless at the coming of our Lord Jesus Christ. (NIV)

Don’t Let Your Emotions Drive Your Life 1. Who created emotions? Genesis 1:27 So God created mankind in his own image, in the image of God he created them; male and female he created them. (NIV) John 11:35 Jesus wept. (NIV) Luke 10:21 At that time Jesus, full of joy through the Holy Spirit. (NIV) 
Ecclesiastes 3:1 There is a time for everything, and a season for every activity under the heavens (NIV) 2. What are emotions?
 3. When should we manage emotions?
 Proverbs 29:11 Fools give full vent to their rage, but the wise bring calm in the end. (NIV)  Ephesians 4:26 Be angry and do not sin; do not let the sun go down on your anger. (ESV) 4. Where should we position emotions in our lives? Hebrews 12:15 See to it that no one falls short of the grace of God and that no bitter root grows up to cause trouble and defile many. (NIV) James 1:19-20 My dear brothers and sisters, take note of this: Everyone should be quick to listen, slow to speak and slow to become angry, 20 because human anger does not produce the righteousness that God desires. (NIV)

4A. Pause to identify the emotion
Psalm 139:23-24 Search me, God, and know my heart; test me and know my anxious thoughts. 24 See if there is any offensive way in me, and lead me in the way everlasting. (NIV) 4B. Process why we’re feeling the emotion Psalm 42:5 Why, my soul, are you downcast? Why so disturbed within me? (NIV) Psalm 34:5 Those who look to him are radiant; their faces are never covered with shame.  2 Corinthians 5:17 Therefore, if anyone is in Christ, the new creation has come: The old has gone, the new is here! (NIV) 4C. Respond to the emotion with godliness James 1:20 human anger does not produce the righteousness that God desires. (NIV) 5. Why do emotions exist? Psalm 22:1 My God, my God, why have you forsaken me? Why are you so far from saving me? (NIV) Psalm 56:3 When I am afraid, I put my trust in you. (NIV) 1 Thessalonians 5:23 May God himself, the God of peace, sanctify you through and through. May your whole spirit, soul and body be kept blameless at the coming of our Lord Jesus Christ. (NIV)

跟另一伴攜手走下去前，不只是甜言蜜語、浪漫送禮，這件事做好準備更重要！預防 HPV 是對彼此「愛情」最基本的尊重和承諾。別讓對健康的傷害變成愛情的阻礙，為彼此主動做好HPV預防才能說是「真愛」。立即諮詢醫師，展現你對愛的承諾。男女1+1 主動防禦HPV(人類乳突病毒)https://fstry.pse.is/95rp65 —— 以上為 Firstory Podcast 廣告 —— 近年來在南韓的，影視作品當中，男女之間的性別形象，正在慢慢地被翻轉。但其實從2018年開始，南韓有一項叫做，「4B」的女權運動，透過不婚不生，甚至不從事性行為的方式，徹底顛覆南韓社會，對女性的傳統期待。然而這項運動，卻也同時反映出，南韓近年來，越來越嚴重的，性別對立。 加入會員，支持節目： https://cku2d315gwbbo0947nezjmg86.firstory.io/join 留言告訴我你對這一集的想法： https://open.firstory.me/user/cku2d315gwbbo0947nezjmg86/comments YT收看《寰宇全視界》

Fool For You Intro - Kastra x Matisse & Sadko x Cheyenne Gils x Charli XCX LIKE I LIKE IT (Kastra "Raven" Edit) - Mau P vs. Tiësto Tokyo Drift x What U Need x Fade Into Darkness - Teriyaki Boyz vs. Kastra vs. Avicii Lights Go Out (Kastra "Caramelle" Edit) - John Summit vs. Mesto, jeonghyeon Pump It Up x Miracle Maker x Breakway - Endor x Dom Dolla x Martin Garrix & Mesto Back To Friends (Kastra "Endless Dreamers" Edit) - sombr vs. Dubvision Grove St. Rattle (Pat C Mashup) - Waka Flocka vs. Bingo Players x Vion Konger Walking On A Dream (Kastra "Voodoo" Edit)] - Empire of the Sun vs. Martin Garrix & R3hab Pressure x Where Have You Been x All This Time (Kastra Edit) - Alesso x Rihanna x Steve Aoki, Kastra Bangarang (RetroVision vs. Smurphy & Widenoize Remix) - Skrillex Hella Good (Kastra Remix)- No Doubt Cash Out x Work x Stephanie x Move Your Body (Kastra Edit) - Bobby Shmurda, SIDEPIECE vs. A$AP Ferg, Proppa x Cloonee, Young M.A Habits x One x Boom x Calabria (Kastra Edit) - SHM vs. Tove Lo vs. Tiesto vs. Skytech Set Fire To The Rain (Kastra "Clouds" Edit) - Adele vs. BUNT, Tiesto It Ain't Me (Kastra & Hangxiety Remix) - Kygo & Selena Gomez Only Apologize (BLVD. Edit) - Alesso & Sentinel Vs. One Republic I Can't Stop - Kastra Strangers (Kastra "Taste" Edit) - Seven Lions, Myon & Shane 54 & Tove Lo vs. Sabrina Carpenter, COASTRA & Leondis Takeaway (Kastra Remix) - Illenium x Chainsmokers Hey Ho (Kastra "Never Let Me Go" Edit) - Kronic & Krunk vs. Timmy Trumpet Levels (Angelo The Kid 'Giving You' Edit) - Avicii x Skrillex x Sikdope & ZOOTAH Victory Lap Two (Kastra "Bass Drop" Edit) - Fred again, Skepta vs. 4B Autopilot - Remk No Bystanders (DJZA Speed Garage Edit) - Travis Scott Faded x Spiral x Throw It Back (Kastra Edit) - ZHU vs. ISOxo vs. 4B & Viperactive It's That Time - Marlon Hoffstadt & DJ Daddy Trance & Dimension Everyday (Haszan & Overload Bootleg) - Eric Prydz Song Request x Badadadan - Ray Volpe x Chase & Status, Knock2 All The Way Up x Bulletproof x 1234 x New Noise (Kastra Edit) - Afrojack vs. Fat Joe vs. Robyn vs. Refused Zombie (Kastra "Destiny" Edit) - Ran-D, The Cranberries vs. Alesso, Avello Seven Nation Army x Chicken Soup x Slow Down - White Stripes vs. Habstrakt vs. Showtek, Lusso, Geses The Days (Kastra "feel u luv me" Edit) - CHRYSTAL, Notion vs. Knock2 The Last Goodbye (Kastra "Tell Me Why" Edit) - ODESZA vs. Supermode, Mave & Pejt Folded (Tsu Nami "Rebound" Mashup) - Kehlani vs. Arty, Mat Zo, Jason Ross Stereo Love (Kastra "Turn The Lights Off" Edit) - Edward Maya, Vincent vs. Kato & Jon Never Be Like You x Every Time - Flume vs. Seven Lions Symphony (Kastra "Edge Of Your Heart" Edit) - Clean Bandit vs. Au5 & TruFeelz Fool For You (Kastra "In The End" Edit) - Kastra vs. Dabin & Said The Sky ris (Kastra Remix) - Goo Goo Dolls

This episode features a large news slate: Tesla's higher profit, positive cash flow defy forecasts, American slashes earnings outlook thanks to $4B fuel hit, Google takes aim at Nvidia's dominance over AI chip. QOFTW: Rapid Firehttps://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.

In this episode of Conquer Risk, we bring you a special guest appearance by Potomac CEO Manish Khatta on the Billion Dollar Backstory podcast, hosted by Stacey Havener. You may be familiar with Stacy's work or even heard her on this very Podcast. This is a fascinating listen, recorded not long after Potomac first crossed the $1B AUM mark. It is at the same time a fantastic time capsule of Manish in that moment, and a study in consistency, as so much of it rings as true today (at nearly $4B) as it did then. For advisors looking to scale, brand build, and continually evolve their practice, we believe you will find this conversation insightful with clear takeaways. Enjoy the show. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac: https://potomac.com/ Read our blog: https://potomac.com/blog Disclosure: https://potomac.com/disclosures PFM-207-20260422 Hosted on Acast. See acast.com/privacy for more information.

Apple named John Ternus as its next CEO, with Tim Cook stepping up to executive chairman on September 1. Amazon agrees to invest up to $25B more in Anthropic, Bezos' Project Prometheus nears a $10B raise, and SpaceX's IPO prospectus reveals Musk's power moves. John Ternus, senior VP of Hardware Engineering, will become Apple's next CEO on September 1; Tim Cook will become executive chairman of Apple's board (CNBC) Amazon agrees to invest up to $25B in Anthropic, on top of the $8B that it has already invested; Anthropic commits to spend $100B+ on AWS over the next 10 years (CNBC) Sources: Jeff Bezos' Project Prometheus is close to a $10B fundraising deal, which includes an initial $6.2B raise in November, at a $38B post-money valuation (FT) Draft of SpaceX's confidential IPO prospectus: Elon Musk increased his stake in SpaceX last year by purchasing $1.4B of stock from current and former employees (The Information) Learn more about your ad choices. Visit megaphone.fm/adchoices

As South Korea's birth rates continue to decline, reporter JiHye Jeong highlights the rising tide of young feminists who are staging a strike against patriarchy. Despite relentless cultural and political backlash, the surge in South Korea's women's resistance movements - from the 2015 feminist 'reboot' to 'escape the corset' and 4B - offers a radical response to the misogynistic forces that compel women into marriage and motherhood. Highlights include: How strong cultural expectations in South Korea pressure women toward marriage, motherhood, and male approval from an early age, How women's high educational achievement contrasts sharply with persistent gender inequality in pay and leadership roles; How the 2015–2018 feminist 'reboot' emerged and was fueled by events like the Gangnam Station murder and #MeToo; How spy cams in public and private spaces and the widespread distribution of these materials combined with weak government responses fueled feminist anger and 'my life is not your porn' protests; How despite intense political and media backlash, there is a dramatic rise in women-led resistance movements like 'escape the corset', which challenge both the outward corset of beauty norms and the inner corset of gendered behavioral expectations, and the 4B movement, which represents a radical rejection of dating, marriage, sex, and childbirth under patriarchy; How the ideal of a normal, desirable life centered on motherhood fuels South Korea's growing IVF industry and makes critical media coverage of the industry nonexistent; How media narratives frame low birth rates as an economic issue rather than a gender inequality problem; What JiHye's upcoming film, No-Birth Generation, reveals about a growing generation of women rejecting patriarchal life paths and pushing for greater autonomy in their lives. See episode website for show notes, links, and transcript:  https://www.populationbalance.org/podcast/jihye-jeong   OVERSHOOT | Shrink Toward Abundance OVERSHOOT tackles today's interlocked social and ecological crises driven by humanity's excessive population and consumption. The podcast explores needed narrative, behavioral, and system shifts for recreating human life in balance with all life on Earth. With expert guests from wide-ranging disciplines, we examine the forces underlying overshoot: from patriarchal pronatalism that is fueling overpopulation, to growth-biased economic systems that lead to consumerism and social injustice, to the dominant worldview of human supremacy that subjugates animals and nature. Our vision of shrinking toward abundance inspires us to seek pathways of transformation that go beyond technological fixes toward a new humanity that honors our interconnectedness with all beings.  Hosted by Nandita Bajaj and Alan Ware. Brought to you by Population Balance. Subscribe to our newsletter here: https://www.populationbalance.org/subscribe Support our work with a one-time or monthly donation: https://www.populationbalance.org/donate Learn more at https://www.populationbalance.org Copyright 2016-2026 Population Balance

CNN spent months undercover inside a network where men teach each other how to drug, rape, and film the assault of their own wives. The website at the center of it had 62 million visits in one month. Most from the US. It is still live.Robin breaks down the full investigation: the Telegram groups where thousands of men workshop sedative dosages and livestream assaults for paying audiences. Why perpetrators are choosing Ambien specifically because it doesn't show up on standard drug panels. The stories of three survivors, all assaulted by the men they were married to. The connection to the Gisèle Pelicot case. The radicalization pipeline from pick up artist culture to Red Pill ideology to Telegram rape groups to TikTok "training in case she says no" videos. Why Section 230 protects the platform. Why a 20 year old woman in Brazil was stabbed 50 times for declining a date. Why women on Threads are naming their rapists. And why the bear was right all along.If this episode hits you, share it. Send it to someone who needs to hear it. You know who.Robin doesn't do fair. Robin does factual.KEYWORDS/TAGS: rape academy, CNN investigation, sexual assault, drug facilitated sexual assault, Ambien, sleep content, Telegram, Gisele Pelicot, man vs bear, choose the bear, 4B movement, manosphere, Red Pill, Section 230, violence against women, feminist podcast, true crime, platform accountability, believe women, radicalization, We Saw the Devil, WSTDBecome a supporter of this podcast: https://www.spreaker.com/podcast/we-saw-the-devil-crime-political-analysis--4433638/support.Website: http://www.wesawthedevil.comPatreon: http://www.patreon.com/wesawthedevilDiscord: https://discord.gg/X2qYXdB4Twitter: http://www.twitter.com/WeSawtheDevilInstagram: http://www.instagram.com/wesawthedevilpodcast.

SpaceX might be the biggest IPO ever but there's a math problem no one's pricing in. Once you factor in capital gains, you need to believe it'll underperform the market by ~50% just to justify selling. That creates an invisible floor under mega-cap stocks and a market increasingly detached from reality. Meanwhile: Allbirds goes from $4B to $40M and pivots to “NewBird AI.” Seed valuations hit $175M — 3x YoY, above 2021 peak. And AI labs are allegedly planting stories on each other. This week on More or Less: SpaceX's $19B revenue / $5B losses, the AI bubble, Anthropic $800B rumors, and why fund math is breakingChapters:0:00 — Waymo vs. Uber: the autonomous tipping point8:29 — Allbirds: $4B → $40M → “NewBird AI”12:56 — Boom Supersonic and the data center pivot15:17 — SpaceX IPO: bulls vs. bears16:14 — The tax problem no one is pricing in20:16 — Can mega-cap still 50x?26:47 — SpaceX breakdown: Starlink vs. launch28:20 — Anthropic $800B rumors30:08 — OpenAI vs. Anthropic: leaks and competition31:08 — The model switching problem (no real moat)33:36 — AI behavior shift: “ask the agent”38:17 — AI labs running oppo research40:05 — Seed valuations surpass 2021 peak42:00 — Fund math is brokenWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/FQ5TEs_3Dq8Connect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit

From employee #16 to $1B ARR at Nutanix, then scaling ThoughtSpot to $150M ARR and a $4B+ valuation now building for a world where agents will drive the internet.Sudheesh Nair joins the Neon Show.The internet as we see it today was optimized around human strengths and weaknesses, using algorithms to monetize our greed and fear. But as agents take up more of the internet, that playbook starts to break. We are moving from a web of discovery to an outcome-driven internet, where agents care only about the destination, not the journey.As an operator who has scaled companies, Sudheesh believes sales is a noble profession where there is no middle ground. You are either a hero or a zero. Sales is not a function at the edge of the company, it is the primary job of every employee in a company. When that happens, teams stop acting like mercenaries chasing targets and start behaving like missionaries focused on customer outcomes.Beyond agents, we also discuss building companies and whether there are right or wrong reasons to start. Sudheesh's view is simple. There are no right or wrong reasons, but you have to be brutally honest with yourself about why you are doing it.This episode is one hour of clear thinking on agents, sales, and the realities of company building.00:00 – Trailer01:49 – What % of the internet is agents today?10:25 – How far are we from trillions of agents?12:47 – Why isn't the internet ready for agents?18:31 – Consumer is a tough game19:49 – Selling to enterprises = high value / low risk22:14 – A noble profession with only heroes or zeroes24:41 – Only 3 reasons why people buy anything26:14 – How we got Fortune 500 customers in just 18 months27:28 – The wrong reasons to start a company31:05 – Cursor vs Claude vs Codex34:30 – Do investors prefer failed founders over first-time founders?35:06 – 3 reasons why an enterprise will sign your startup39:52 – PMF has to be proven every day41:21 – What's the play b/w OpenAI, Google, and Anthropic?45:12 – Drivers vs passengers in companies47:17 – The muscles you build as an operator50:45 – Hire one person when you actually need four51:41 – Why is marketing the most in-demand skill?53:50 – Nutanix: from 0 to $1B ARR in 26 quarters54:55 – The hardest choice Nutanix made59:25 – Talent is universal. Opportunities are not01:04:08 – Selling is everyone's job01:05:58 – Passion comes from value creation-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us Fan Mail

Send us Fan MailWhy are so many once-hyped brands starting to fail—and what separates the ones that keep growing? In this episode of The Unstoppable Marketer®, Mark Goldhart and Trevor Crump break down the shocking collapse of Allbirds—from a $4B valuation to a $39M sale—and what it reveals about today's marketing landscape. They dive into rising customer acquisition costs, the death of easy distribution, and why fear-driven decision-making is quietly killing brand growth. You'll learn why playing it safe is the fastest way to plateau, how to actually stand out in a crowded market, and what smart brands are doing differently right now to keep scaling.Connect with The Unstoppable Marketer® on Instagram, TikTok, Facebook, X, and YouTube @unstoppablemarketerpodcast, and let us know how you're telling your brand story this year!

April 9, 2026: Your daily rundown of health and wellness news, in under 5 minutes. Today's top stories: Rock Health reports Q1 digital health funding hits $4B across 110 deals with average deal size nearing $37M, as 60% of capital flows to dozen scaled platforms Chomps approaches $900M revenue selling 2M sticks daily with 10% market share, driven by female consumers and GLP-1 adoption fueling protein demand Study of 2,000 participants finds regular sauna use improves physical and mental health, with gains tied to social connection driving communal format expansion Today's episode is brought to you by AIIR — a modern communications and experiential agency for health, wellness, fitness, and performance brands. From earned media to events and creator-led campaigns, AIIR helps companies sharpen their story, earn attention, and build trust that compounds. Visit https://aiir.agency to learn more. 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

Fortinet EMS Zero-Day Exploited, Anthropic's AI Finds Thousands of Bugs, and Iranian Hackers Target US ICS Cybersecurity Today  would like to thank Meter for their support in bringing you this podcast. Meter delivers a complete networking stack, wired, wireless and cellular in one integrated solution that's built for performance and scale.  You can find them at Meter.com/cst Host David Shipley reports Fortinet issued emergency hotfixes for a new actively exploited FortiClient EMS unauthenticated RCE zero-day (CVE-2026-35616) affecting 7.4.0.5/7.4.0.6, with over 2,000 exposed instances online and a full fix coming in 7.4.0.7. Anthropic says its Claude "Mythos" model (Project Glasswing) has found thousands of high-severity zero days and demonstrated advanced exploit chaining and sandbox escape, but will not be released publicly; it is being used with major partners and funded with up to $100M in credits plus $4M for open-source security. A postmortem details a North Korea–linked social-engineering supply-chain breach of Axios on NPM, part of a broader campaign spreading 1,700+ malicious packages across multiple ecosystems. US agencies warn Iranian-linked hackers are targeting Rockwell/Allen-Bradley PLCs in critical infrastructure. The White House proposes a $707M cut to CISA, reducing staffing while preserving $1.4B for core cybersecurity. 00:00 Headlines and Sponsor 00:55 Fortinet EMS Zero Day 03:21 AI Finds Zero Days 05:56 Axios Supply Chain Breach 08:02 North Korea Package Campaign 10:13 Iran Targets Industrial Control 12:22 CISA Budget Cuts Debate 14:05 Wrap Up and Thanks 14:59 Sponsor Message Meter

With James Conole—Founder, Root Financial Overview James Conole built Root Financial from zero to ~$2.4B in just 8 years. Louis Diamond speaks with him about how he grew the firm through content and inbound demand rather than traditional business development, and how Root approaches culture, growth, and operating in a fully virtual environment. 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. Watch… https://youtu.be/qmBjVi82jDc About this episode… Wealth management firms typically develop in a similar manner. It generally begins with a book of business, grows through referrals and relationships, and over time expands by adding other like-minded advisors. It's a model that works—one that has been reinforced for decades. However, James Conole took a different path, beginning from the ground up. He's the founder of Root Financial, a firm that's grown to about $2.4B in assets in just 8 years. And what makes that growth interesting isn't just the number—it's how it happened. James didn't begin with a book, nor did he grow the business through traditional prospecting or by recruiting advisors with existing books of business. Instead, the firm grew out of something else: content, inbound demand, and a very intentional approach to building a team that could support it. That's the focus of this conversation with Louis Diamond. They dive into James' story, including: The traditional playbook—and why James felt he could build a firm in a new way. The real value of content—and what made their YouTube videos an effective client acquisition engine. Balancing growth between demand and capacity—and why it's not a process left to a single metric. The virtual firm—and how to foster and maintain consistency and culture as it scales. Effective Zoom team meetings—and what key activity drives their success. The “one meeting close”—and how that process changed their efficacy in onboarding new clients. It's a fresh look at building a business, managing growth, and creating a culture that's rooted in the values and mission upon which the firm is built. Plenty to learn for advisors and business owners alike. 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 Custody Reimagined: How Jason Wenk and Altruist Are Disrupting the Status QuoA candid conversation on rethinking custody from the ground up—and why simplification, aligned economics, and integrated technology are becoming critical for advisors building modern, scalable firms. Firms That Win in 2025: What Advisors Are Really Looking ForWith advisor expectations evolving, not all “good firms” are winning the talent. Mindy and Louis Diamond share what today's top advisors really value—and why some firms are standing out while others fall short. Intentional Growth: How Top Advisors Build Businesses That LastMarkets can be a tailwind, but building a durable business requires intention and a plan. Here are 5 core practices from the industry's elite. The 10 Characteristics of the Most Successful TeamsThe most successful teams are led by strong leaders who guide cohesive groups with complementary skills, all working together towards a shared goal: success. We've put together a list of 10 key traits that top teams consistently excel in.   James ConoleFounder Founder of Root Financial Partners, James is CFP® professional who practices financial planning for clients under a fiduciary oath. He received his MBA with a concentration in finance from Pepperdine University. He currently resides with his beautiful family in Cardiff, CA, and runs his financial planning firm out of Solana Beach. James enjoys helping people navigate the complexities of their financial lives so they can be free to enjoy what they love most. When he's not working, James loves to surf, stay active, and spend time with his family. He's also involved in his church and engages in several local organizations like the Rotary and San Diego Financial Literary Center.

SpaceX filed to go public… But this IPO will be a Unique Financial Offering.Allbirds sold for 99% off, from $4B to $40M… the big lesson is an inconvenient truth.lAlex Cooper is launching a reality TV competition… because reality is a Profit Puppy.Plus, secret new career hack… Typos (billionaires love ‘em)$GOOG $NKE $ACBuy tickets to The IPO Tour (our In-Person Offering) TODAYNew York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): SOLD OUTGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

Dana Cornell created a Wealth Diagnostic that shows high earners where the system is quietly draining their wealth and how to fix it before it costs them millions. wealthfreedomscorecard.com/richsomersMost people think making more money is the goal—but without the right structure, more income just means bigger leaks.Rich sits down with Dana Cornell to break down the biggest money myths keeping entrepreneurs stuck—even at high income levels. From managing $1.4B at Morgan Stanley to walking away and building his own firm, Dana shares what actually separates people who look wealthy from those who are truly financially free.They unpack why net worth can give a false sense of security, how most high earners are just employees in their own business, and why selling a company doesn't automatically make you rich. The conversation also dives deep into tax strategy, the difference between CPAs and true tax strategists, and why the IRS might be your biggest “business partner” if you don't understand how to play the game.Rich and Dana also break down the concept of building a “family office mindset”—coordinating advisors, creating structure, and focusing on cash flow over vanity metrics. Because at the end of the day, income might make you rich—but structure is what keeps you wealthy.If you're making money but not keeping it—or you're trying to turn income into real financial freedom—this episode is a must-listen.

In episode 2020, Jack and Miles are joined by comedian and host of Go Fact Yourself, J. Keith van Straaten, to discuss… Pete Hegseth’s Pentagon Is Spending Billions On War... And Millions On Lobster, Trump Playing 4D Checkers Baby With Save Act, Old Habits…Iran/Midterms, Is Hollywood’s UFO Trend A Government PSYOP? And more! Is the Iran war really costing the US $2bn per day? Pentagon Should Focus on Defense Priorities, not Lavish Dinners, After Historic $93.4B “Use-It-or-Lose-It” September Pete Hegseth Blew Billions on Fruit Basket Stands, Chairs, and Crab Hollywood Is Suddenly Taking UFOs Seriously, With Rival “Disclosure” Projects in the Works (Exclusive) ‘A lot of stories but very few facts’: sceptics push back on buzzy UFO documentary MAGA Congresswoman Claims UFOs Might Be ‘Interdimensional Beings’ UFOs, Aliens & Steven Spielberg's 20-Year Obsession Close Encounters: Cultural Impact Claim: NASA tried to stop Spielberg's 'Close Encounters of the Third Kind' CIA Influence on 'The Day the Earth Stood Still' The Day the Earth Stood Still: Rejected by the US Air Force, but aided by the CIA? LISTEN: blackbird by Victoria CanalSee omnystudio.com/listener for privacy information.