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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.He got his first $5M check and expected to feel superhuman. The next day was one of the most disappointing of his life.Jesse Pujji walked away from a Goldman Sachs job where he made $500K at 25 — with a boss making $3M and a group head making $20M — to bootstrap an ad agency on $33K per partner and a stack of Amex cards. Ampush cracked the Facebook arbitrage before almost anyone: $100K in monthly revenue in June 2010 became $2M a month with $600K in EBITDA fourteen months later. He scaled it to half a billion in annual ad spend and 250 employees without raising a dollar, turned down $25M at 27, sold 20% to Red Ventures in 2015, and sold the whole thing to New Mountain Capital in 2022 for somewhere between $40M and $60M on a 35% stake. He never got the nine-figure number he made up in his head, and he says chasing it was the mistake.This episode gets into the exact allocation of a post-exit portfolio, why Jesse refuses to let his advisors put illiquid startup equity on his balance sheet, what $500K a year of "normal" spending actually buys, and why he asked his financial advisor how people possibly spend more than that. He's honest about the gap between the money he expected to change him and the money that didn't. And we spend real time on the part most founders avoid: three kids who never saw him grind, a Greenlight allowance split into thirds, a $63 JCPenney paycheck at 16 that taught him more than any of it, and the question of whether to leave them anything at all.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, "What the heck, let's make it public." If you are a founder, apply here: http://joinhampton.com/mwTimestamps:00:00 — Jesse's origin story: immigrant household in St. Louis, a snow shoveling business in middle school, and $33K each plus Amex cards to start Ampush02:00 — The Facebook arbitrage that changed everything: $100K/month in June 2010 to $2M in revenue and $600K in EBITDA fourteen months later02:49 — "Sandbox entrepreneurship" — Facebook cold-calls them: "Who the hell are you guys? You're one of our top 100 advertisers"04:24 — Why he left Goldman at 25 making $500K: "I would rather make half of my future expected earnings and do something I feel excited about"06:18 — The $25M offer two years in, why they said no, and the $3M dividend they took instead — $1M each, which bought his SF house07:30 — The made-up number that wrecked them: hoping for $150M, getting $60–75M offers, and turning down $190M in Marin stock09:24 — The Red Ventures deal and $5M after tax: "I thought I would get wings or superhuman strength... nothing changed"11:16 — 2022: selling to New Mountain and walking away without going with the deal13:12 — The exit number, on the record: a $40–60M range on a stake "a little bit more than a third"16:04 — The Zone of Genius framework, and why being a CEO sat in his zone of excellence — good at it, drained by it17:52 — Gateway X by the numbers19:06 — Whether the scarcity ever goes away: "nine days out of ten" became "one day out of ten," and the coach question he couldn't answer20:16 — The Deer Valley condo, and finally understanding why people buy vacation homes21:08 — Full portfolio breakdown and why he tells his advisors to mark his startup equity at zero23:24 — Annual spend 26:52 — The schedule that makes it work: Tuesdays and Thursdays he misses bedtime, Monday/Wednesday/Friday he doesn't, and he deletes Slack on vacation28:16 — The thing that keeps him up: "They've gotten all the fruits of the grind without actually observing the grind"29:23 — Greenlight, allowance equal to their age, and splitting it into thirds — spend, save, give30:19 — Running a Starbucks P&L with his 9-year-old daughter in the store32:30 — The four-bucket framework: spend it, give it to the government, give it to charity, or give it to your kids34:44 — A Schnucks family board member on generational wealth: "Money doesn't ruin kids. Lack of values does."35:36 — What Jesse wants said at his funeralSponsors: Daily Body Coach - achieve your dream body with https://moneywise.dailybodycoach.comSubscribe to Moneywise: https://www.youtube.com/@themoneywisepodcastFollow Daniel on X: https://x.com/danielcberkListen on Spotify / Apple Podcasts: [search "Moneywise Hampton"]
It's our first Nightmare Fuel from our new Reddit page!! This group chat drama story's got everything with mentions of the 4B movement, looksmaxxing, birth rates and more...LINKSSee Abbie on tour! https://linktr.ee/abbiechatfieldlovesmenSend us your thoughts, topic suggestions, NMFs and more: https://forms.gle/S5Pf327SmVnnC8CE9Check out @itsalotpod on IG at https://bit.ly/itsalot-instagram.Review the podcast on Apple Podcasts https://bit.ly/ial-reviewCREDITSHost: Abbie Chatfield @abbiechatfieldExecutive Producer and Editor: Amy Kimball @amy.kimballIt's A Lot Social Media Manager: Julia ToomeySocial Media and Marketing Strategist: Elizabeth Baxter Hosted on Acast. See acast.com/privacy for more information.
Fresh out of the studio, Jing Yang, Asia Bureau Chief at The Information, joins us to explore how China is building frontier AI under chip constraints, state capital, and open source ambition. Jing breaks down her scoop on DeepSeek's $7.4 billion round at a $50 billion valuation, unpacking a deal structure in which the founder wrote two-fifths of the check and outside investors got no voting rights. She explains why Chinese AI valuations trail US labs, why seven to eight language model players refuse to consolidate, and why DeepSeek chose Huawei chips before Huawei knew about it. Last but not least, Jing shares the indicators she is watching from now to 2027."This is one of the things that really surprised me when I was working on this story: DeepSeek had spent a lot of time last year retrofitting their models and software with Huawei chips. I think a lot of people assumed it's because the government ordered DeepSeek to work with Huawei to embrace the domestic ecosystem, but it's actually the opposite. It was DeepSeek that voluntarily started using Huawei, experimenting with the Huawei chips, and Huawei actually only found out after. Then they started sending people to DeepSeek to help..." - Jing Yang, Asia Bureau Chief, The InformationEpisode Highlights:[00:00] Quote of the Day by Jing Yang from The Information[01:30] What changed since September: the ByteDance mystery resolved[03:00] Why China's AI must be read on its own terms[04:10] Breaking the story of DeepSeek on their 7.4B fundraise[05:40] How the valuation went from $10 to $50 billion[08:30] The lab that became famous for rejecting scaling laws[10:15] Unpacking the DeepSeek deal structure: four types of investors[12:40] Five-year lock-up and no secondary market trading[14:20] Reverse due diligence: DeepSeek vetting its own investors[16:40] Balancing open source, AGI research and IPO pressure[17:45] The irony: inclusive vision, exclusive deal structure[20:35] How Anthropic's Mythos preview changed Liang's mind[21:30] Why Chinese AI valuations look tiny next to US labs[23:00] Why Chinese founders go consumer when they go global[26:45] "The worst of customers" — price sensitivity and zero loyalty[27:45] The compute constraint that caps every Chinese lab[28:40] New labs in China: weaker infrastructure, harder exit[30:30] Can China leapfrog on hardware the way it did on models?[32:50] Stricter compliance, not political muscle[34:30] Founder power when your company becomes strategic[36:40] Junyang Lin's new lab and the scarcity premium[38:00] Open source influence versus sustainable commercial models[39:30] Zhipu versus MiniMax: how sentiment diverged after IPO[42:30] What is the right mental map for China's AI ecosystem?[43:20] The consolidation that still hasn't happened[45:00] Seven to eight serious players and nobody giving up[46:40] The one thing Jing wishes people would ask[47:20] Nobody ordered DeepSeek to use Huawei chips[50:00] Indicators to watch from now to 2027[55:30] ClosingProfile: Jing Yang, Asia Bureau Chief from The InformationThe Information Profile: https://www.theinformation.com/u/JingYangLinkedIn: https://www.linkedin.com/in/jing-yang-33548123/X: https://x.com/jingyanghkPodcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format.
The Canadian Bitcoiners Podcast - Bitcoin News With a Canadian Spin
On January 1st a new EU law switched on across 27 countries — and it reports exactly how much Bitcoin you own.Europe's DAC8 turned "Know Your Customer" into what Bull Bitcoin calls "Kill Your Customer" — so the Canadian exchange just filed the first legal challenge to strike it down. We get into all of it: Tennessee becoming the 2nd US state to ban Bitcoin ATMs, Trump's disclosure showing $1.4B in crypto income while his own team writes the rules, Kraken reportedly chasing a full EU bank license — and the feel-good one, a single $150 home miner that beat billion-dollar farms to win an entire block worth ~$200,000. Then north of the border: KPMG says nearly half of Canadian manufacturers have moved or are eyeing a move to the US, Ottawa tells the UAE it has no "shovel-ready" projects for C$70B, and more.Canadian Bitcoiners PodcastWebsite: https://canadianbitcoiners.comX: @CanadianBTCPodSubscribe & turn on notifications so you never miss an episode. ————————————————————————————————SPONSORS
The Canadian Bitcoiners Podcast - Bitcoin News With a Canadian Spin
On January 1st a new EU law switched on across 27 countries — and it reports exactly how much Bitcoin you own.Europe's DAC8 turned "Know Your Customer" into what Bull Bitcoin calls "Kill Your Customer" — so the Canadian exchange just filed the first legal challenge to strike it down. We get into all of it: Tennessee becoming the 2nd US state to ban Bitcoin ATMs, Trump's disclosure showing $1.4B in crypto income while his own team writes the rules, Kraken reportedly chasing a full EU bank license — and the feel-good one, a single $150 home miner that beat billion-dollar farms to win an entire block worth ~$200,000. Then north of the border: KPMG says nearly half of Canadian manufacturers have moved or are eyeing a move to the US, Ottawa tells the UAE it has no "shovel-ready" projects for C$70B, and more.Canadian Bitcoiners PodcastWebsite: https://canadianbitcoiners.comX: @CanadianBTCPodSubscribe & turn on notifications so you never miss an episode. ————————————————————————————————SPONSORS
Are you an overachieving director, VP, or high-performing corporate leader crushing your quarterly targets, yet secretly looking for a predictable pathway to expand your professional options outside the enterprise? In this dynamic guest conversation, host Billy Keels sits down with Fred Sharp, the managing partner of Clubhouse Ventures and former NCAA Division One walk-on athlete. Fred pulls back the curtain on his rapid corporate rise, detailing what it was like to be hand-selected at age 30 to serve as the Chief of Staff for the Chief Revenue Officer of a $4 Billion global tech line of business. Discover how Fred intentionally structured his 168 hours to quietly build a premium sports tech venture fund while managing massive global corporate operations, and learn why understanding the unvarnished reality that corporations move forward with or without you is the ultimate mental key to unlocking professional freedom.
Vladimir Novakovski of Lighter joins the Chopping Block crew to untangle one of crypto's oldest debates: what happens when tokens and equity coexist. The gang digs into the Venice/VVV controversy, breaks down Lighter's new Perps integration with Robinhood Chain and the fragmentation questions it raises, dissects the wild BonkDAO governance exploit, and reacts to the eye-popping $2.4 billion in crypto income disclosed in Trump's financial filings. Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto, joined this week by special guest Vladimir Novakovski of Lighter. The crew dives deep into the resurfaced tokens-versus-equity debate sparked by Dragonfly's investment in Venice and its VVV token, with Haseeb making the case that Venice is fundamentally different from Uniswap Labs style structures. Vlad explains how Lighter has approached the same dilemma through programmatic buybacks and a single C corp structure, and the group debates fiduciary duties, Delaware law, and what a merged DeFi/TradFi future for equity and tokens might look like. From there, they unpack Lighter's big Robinhood Chain announcement, including Lighter's new role as the native Perps engine inside Robinhood Wallet, and whether running a separate instance fragments liquidity. The episode wraps with a breakdown of the BonkDAO governance exploit that let an attacker vote themselves $20 million in tokens, and a reaction to Trump's staggering $2.4 billion in pre-tax crypto income revealed in his latest financial disclosure. Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights
Hey everyone, Alex here
Vladimir Novakovski of Lighter joins the Chopping Block crew to untangle one of crypto's oldest debates: what happens when tokens and equity coexist. The gang digs into the Venice/VVV controversy, breaks down Lighter's new Perps integration with Robinhood Chain and the fragmentation questions it raises, dissects the wild BonkDAO governance exploit, and reacts to the eye-popping $2.4 billion in crypto income disclosed in Trump's financial filings. Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto, joined this week by special guest Vladimir Novakovski of Lighter. The crew dives deep into the resurfaced tokens-versus-equity debate sparked by Dragonfly's investment in Venice and its VVV token, with Haseeb making the case that Venice is fundamentally different from Uniswap Labs style structures. Vlad explains how Lighter has approached the same dilemma through programmatic buybacks and a single C corp structure, and the group debates fiduciary duties, Delaware law, and what a merged DeFi/TradFi future for equity and tokens might look like. From there, they unpack Lighter's big Robinhood Chain announcement, including Lighter's new role as the native Perps engine inside Robinhood Wallet, and whether running a separate instance fragments liquidity. The episode wraps with a breakdown of the BonkDAO governance exploit that let an attacker vote themselves $20 million in tokens, and a reaction to Trump's staggering $2.4 billion in pre-tax crypto income revealed in his latest financial disclosure. Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights
Venture capital reporter Julia Hornstein talks with TITV Guest Host Rocket Drew about Thrive's $2B fund. We also talk with Asia Bureau Chief Jing Yang and Reporter Juro Osawa about Chinese AI lab Zhipu's custom chip plan, Catherine Perloff about Walmart's $6.4B digital advertising surge outpacing Amazon's growth, and Max Tegmark, Chair of the Future of Life Institute, about the Future of Life Institute's report card grading AI safety practices.Articles discussed on this episode: https://www.theinformation.com/articles/chinas-ai-lab-ziphu-weighs-custom-chip-demand-glm-model-soarshttps://www.theinformation.com/articles/softbank-altimeter-d1-invest-thrive-holdings-2-billion-financinghttps://www.theinformation.com/articles/walmarts-amazon-sized-ads-opportunitySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Thrive Holdings Raises $2B to Inject AI into Traditional Businesses08:28 - China's Zhipu AI Explores Custom Chips to Beat US Export Controls16:20 - Walmart's $6.4B Ad Machine Is Growing Faster Than Amazon27:33 - Max Tegmark Grades AI Safety: Why No Major Lab Earned an A
Chris Cillizza and Chuck Todd launch Super Tuesdays — the now-on-every-feed version of the show they've been doing together — with a wide-ranging conversation that runs from Trump's self-centered Fourth of July to the summer's most consequential Senate primaries. First, Chris starts with the update that the USMNT lost to Belgium after President Trump intervened to get star striker Falorin Balogun’s red card overturned and wonders if Trump curses every sports team he involves himself with. He also weighs in on the latest developments surrounding Graham Platner. Then, the guys break down why Trump's 250th-anniversary flop and his eye-popping financial disclosure ($2.2 billion in his first year back, $1.4 billion of it from crypto) add up to what Chuck calls "late-stage Trumpism" — a president who's more isolated, less able to self-correct, and increasingly celebrating his own version of patriotism by himself. From there it's onto the world stage: Trump's trip to the NATO summit, his instinct to break the alliance, and why throwing a lifeline to a historically vulnerable Putin makes no strategic sense. The back half turns to the 2026 map and the 2028 shadow race. Chuck and Chris dig into Mallory McMorrow's exit and the now one-on-one Abdul El-Sayed–Haley Stevens fight in Michigan, the outsider-vs-insider dynamic driving Democratic primaries, and what the Black vote means from Detroit to Karen Bass's LA. They size up the Wes Moore–Pritzker–Buttigieg field, decode the Graham Platner drama in Maine and why Susan Collins stays chronically underrated, and offer a sharp consumer's guide to why the NYT and Fox polls tell such different stories. Then they close the way only these two would — Trump's alleged FIFA meddling ahead of USA–Belgium, a lesson on how corruption always comes back around, LeBron's next move, and a deep Nationals All-Star and trade-deadline dive. Timeline: 00:00 USMNT loses to Belgium 07:00 Welcome to Super Tuesdays 09:25 Chuck watched 90% of Trump's July 4th speech 09:45 How it compares to Reagan & the 1986 Statue of Liberty centennial 11:11 Gerald Ford's restrained 1976 bicentennial in an election year 11:31 Trump threw away years of 250th anniversary planning 12:44 Trump's financial disclosure: $2.2B in year one, $1.4B from crypto 13:16 The Trump Bible and the tchotchke economy 14:24 "You should've seen what they wanted to put in that disclosure" 15:45 No elected officials showed up to celebrate the 4th with Trump 16:46 Trump is celebrating his version of patriotism by himself 17:05 The K-shaped economy & why Trump is insulated from the 80% 18:37 The case that we've reached "late-stage Trumpism" 21:06 AI-written speeches Trump can't even stick to 22:00 Expect a staff exodus after the midterms 23:12 Trump will never give a "shellacking" concession speech 23:38 The GOP language shift from "socialists" to "communists" 24:15 Trump heads to the NATO summit — can he actually break NATO? 25:32 Trump the transactionalist & the FIFA-Qatar corruption aside 26:36 Trump, Putin, and the shared goal of weakening Europe 28:50 Putin has never been this vulnerable 31:11 Why Trump is drawn to strongmen and rogues 32:20 Trump has no lifelong friends — everyone he gets close to gets alienated 33:37 Transactional "friends" like Howard Lutnick 34:11 To the Senate: Mallory McMorrow drops out of Michigan 35:44 Democratic primary energy is outsider vs. insider 36:38 El-Sayed is a genuinely talented communicator 38:04 Jackson & Bernie's Michigan wins as a pattern 39:34 Progressives' persistent problem with the Black vote 42:06 Michigan is the Democratic-held seat the party overlooks 43:30 How Michigan slipped from the blue wall 44:46 If El-Sayed and Paxton both win, donors panic 45:37 The 2028 hunt for the "most electable" Democrat 47:32 The real dividing line: fix the institutions or blow them up 49:09 Pritzker is the overlooked progressive-with-a-record 51:07 Pete Buttigieg's Biden baggage is heavier than he thinks 51:35 The Graham Platner story brewing in Maine 51:56 Collins vs. Platner is basically a toss-up 52:38 Trump takes credit for FIFA siding with the US over Belgium 54:50 A generic Democrat would beat Collins by ten 57:23 NYT forecasting vs. Fox snapshot polling 59:53 The real battlegrounds: Iowa, Ohio, Alaska 1:00:11 Where Democrats find another seat — Kansas, Mississippi 1:02:04 Jolly vs. Byron Donalds & the closer-than-you-think governor's race 1:04:00 The World Cup, Balogun's red card & USA-Belgium 1:05:23 No other president would have intervened with FIFA 1:05:49 Left-leaning soccer fans rationalizing corruption that helps them 1:08:16 A birthright-citizen Balogun & soccer's Trump ambivalence 1:08:59 LeBron's "Decision Part 10" & Rich Paul's genius whiteboard 1:10:29 Why the Warriors fit LeBron's game 1:12:19 LeBron wants to play guard, not power forward 1:14:00 Nats All-Stars: James Wood & CJ Abrams snubs and starters 1:16:53 The Aug. 3 trade deadline: buyer, seller, or stand pat? 1:18:19 Abrams & Wood among the game's best Black players 1:18:45 Building the Nats around Black stars in a majority-Black city 1:19:59 Baseball's demographics & the "no Bubbas in Connecticut" bitSee omnystudio.com/listener for privacy information.
────────────────────────────────────────[00:11:48]1976 vs 2026: America Was 81% White and 90% Christian — Presbyterians Outnumbered WiccansSocialism polled in single digits; no one thought to ask. Now at 39%. Little Italy has become Little Mogadishu; Talavero Presbyterians have become pagans.────────────────────────────────────────[00:14:35]The Drug War Has No Constitutional Authority — Never Passed as an Amendment Like ProhibitionSessions was furious about marijuana legalization but couldn't touch it; there is no law, only bureaucratic rules, which is why civil asset forfeiture presumes guilt without trial.────────────────────────────────────────[00:22:26]AI Will Let Three Million Bureaucrats Do What FDR Needed an Army to DoFDR had one million documents on opponents requiring armies to process. AI does it instantly. That's the data center's real purpose.────────────────────────────────────────[00:34:48]Trump Bought Axon Stock Two Weeks Before ICE Awarded It a $220M ContractDisclosure runs 937 pages; Trump netted $1.4B in crypto in one year; Barron holds $2.3B in locked tokens. Knight: nearly tripled his net worth as president.────────────────────────────────────────[00:42:47]Trump's Meme Coin Left Nearly a Million Investors With a Combined $3.8B LossDown 97.6%; Trump crypto projects wiped out $51.4B across five coins; same structure as SBF, just bigger and with the presidency behind it.────────────────────────────────────────[00:50:29]Antwerp Diamond Industry Gifted Trump a Jewel-Encrusted Ring — Then Got Zero Tariffs on $2B in US SalesPresented on a star-spangled stage in Brussels days before the tariff removal; Knight: you can't get a better investment than a crooked politician.────────────────────────────────────────[01:16:53]Income Tax Started at 1% on the Wealthiest 1% — Khanna's Wealth Tax Starts at 2% on $50MAlready doubled before passage; Khanna's own fortune is in the exact irrevocable trusts he claims to want taxed; his 333-page disclosure is non-searchable.────────────────────────────────────────[01:40:45]Scott Ritter Debanked After 26 Years — Bank Refuses Explanation, Zionist Lobby Brags About ItCitizens Bank closed all accounts including his wife and daughters'; UN rapporteur Albanese had all accounts frozen, health insurance canceled, hotel reservations blocked.────────────────────────────────────────[01:53:47]SV40 Cancer Sequence in COVID Vaccines Was Not Accidental — Could Have Been AvoidedThey didn't need that plasmid; if SV40 sequences sit above an oncogene and integrate, they cause cancer; gene therapies were kept off market for decades for exactly this reason.────────────────────────────────────────[01:58:14]Man With Prostate Cancer Took Ivermectin During COVID Lockout — Five Years Later Still Cancer-FreeBy rescheduled surgery date, doctors found no cancer; PSA dropped from 11 to 3-4; his brother replicated the result in 2022; Knight: CIA documents show they knew and covered it up. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
────────────────────────────────────────[00:11:48]1976 vs 2026: America Was 81% White and 90% Christian — Presbyterians Outnumbered WiccansSocialism polled in single digits; no one thought to ask. Now at 39%. Little Italy has become Little Mogadishu; Talavero Presbyterians have become pagans.────────────────────────────────────────[00:14:35]The Drug War Has No Constitutional Authority — Never Passed as an Amendment Like ProhibitionSessions was furious about marijuana legalization but couldn't touch it; there is no law, only bureaucratic rules, which is why civil asset forfeiture presumes guilt without trial.────────────────────────────────────────[00:22:26]AI Will Let Three Million Bureaucrats Do What FDR Needed an Army to DoFDR had one million documents on opponents requiring armies to process. AI does it instantly. That's the data center's real purpose.────────────────────────────────────────[00:34:48]Trump Bought Axon Stock Two Weeks Before ICE Awarded It a $220M ContractDisclosure runs 937 pages; Trump netted $1.4B in crypto in one year; Barron holds $2.3B in locked tokens. Knight: nearly tripled his net worth as president.────────────────────────────────────────[00:42:47]Trump's Meme Coin Left Nearly a Million Investors With a Combined $3.8B LossDown 97.6%; Trump crypto projects wiped out $51.4B across five coins; same structure as SBF, just bigger and with the presidency behind it.────────────────────────────────────────[00:50:29]Antwerp Diamond Industry Gifted Trump a Jewel-Encrusted Ring — Then Got Zero Tariffs on $2B in US SalesPresented on a star-spangled stage in Brussels days before the tariff removal; Knight: you can't get a better investment than a crooked politician.────────────────────────────────────────[01:16:53]Income Tax Started at 1% on the Wealthiest 1% — Khanna's Wealth Tax Starts at 2% on $50MAlready doubled before passage; Khanna's own fortune is in the exact irrevocable trusts he claims to want taxed; his 333-page disclosure is non-searchable.────────────────────────────────────────[01:40:45]Scott Ritter Debanked After 26 Years — Bank Refuses Explanation, Zionist Lobby Brags About ItCitizens Bank closed all accounts including his wife and daughters'; UN rapporteur Albanese had all accounts frozen, health insurance canceled, hotel reservations blocked.────────────────────────────────────────[01:53:47]SV40 Cancer Sequence in COVID Vaccines Was Not Accidental — Could Have Been AvoidedThey didn't need that plasmid; if SV40 sequences sit above an oncogene and integrate, they cause cancer; gene therapies were kept off market for decades for exactly this reason.────────────────────────────────────────[01:58:14]Man With Prostate Cancer Took Ivermectin During COVID Lockout — Five Years Later Still Cancer-FreeBy rescheduled surgery date, doctors found no cancer; PSA dropped from 11 to 3-4; his brother replicated the result in 2022; Knight: CIA documents show they knew and covered it up. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Trump reported $1.4 billion in crypto income — more than Coinbase earned all year The Trump token collapsed 97% — here's who actually made money Strategy sold 3,588 Bitcoin this morning in its biggest sale yet Bear market data is flashing a signal we've only seen five times since 2011 Saylor says Bitcoin evolves by not changing — Lyn Alden weighs in tomorrow ---- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $10 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com —- References mentioned in the episode: Trump Reports More Than $1.4B in Crypto Income for 2025 Trump Insists There's Nothing Wrong With His Big Crypto Gains Trump Pocketed More Than $1B From Crypto Ties as Industry Headed Toward Slump Trump Says There's 'Nothing Wrong' With Family's Crypto Windfall Trump's Crypto Token Buyers Are Down $3.8B, Blockchain Data Shows Nearly 1 Million Wallets Are Down $3.8B on Trump's Memecoin Trump Financial Disclosures Show Hundreds of Millions in Crypto-Related Income Trump's Memecoin Investors Are Down Billions Clarity and Congress's Summer Break — State of Crypto River's Chart on 5-Year Crypto Performance Bitcoin Magazine on Trump's Crypto Disclosure Bitcoin Long-Term Holders Have Returned to Accumulation, Glassnode Says Barstool's Portnoy Plans to Hold Bitcoin Down to $0 After Timing It Wrong Every Time Michael Saylor: "Bitcoin Evolves by Not Changing" DurdenBTC: ~45% of Long-Term Holder Supply in Loss DurdenBTC: Bitcoin Supply-in-Profit at Historical Lows Bitfinex: Long-Term Holder Supply in Loss ---- Upcoming Events: The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing
Walmart just bought its way into the connected TV arms race, and The Trade Desk is the biggest loser. In a ~$1.4B deal announced during Cannes Lions week, Walmart Connect is acquiring Vibe.co, the self-serve CTV/streaming ad platform, to close a 10x gap with Amazon's ad business.Christian and Ayelet break down the deal from two distinct angles, the operator's read and the deal architect's read, plus a venture market update, hot tea on SPS Commerce quietly selling a business back to its founder, and eight rapid-fire quick hits in what's officially become the summer of add-ons.One venture update. One deep dive, two POVs. Hot tea. Eight quick hits.⏱️ TIMESTAMPS0:38 — Happy Fourth of July, and what's on the agenda2:19 — Market update: JustAI raises $17M Series A (Base10, Y Combinator, Peak XV)3:00 — Concord raises $3M seed for agentic media buying, and why Vibe.co's CEO is an investor4:34 — "The Summer of Add-ons": why fragmentation is fueling M&A4:44 — The deal: Walmart Connect acquires Vibe.co, the "Google Ads of streaming"6:25 — The numbers: ~$100M revenue, ~$1.4B deal, 10-14x revenue (and why it's not an AI deal)8:00 — Walmart's M&A cadence and the Vizio precedent8:54 — The 10x ad-revenue gap: Amazon at $82B vs. Walmart at $8.2B9:30 — The advisors and why this was a CEO-to-CEO deal9:50 — The operator's read: a capability tuck-in that buys 3-4 years10:00 — Is the CTV TAM actually big enough? The Brian Wieser cannibalization argument12:00 — Integration risk: folding a scrappy startup into a corporate giant12:26 — The France factor: why acquiring 60 employees in Paris is its own challenge14:00 — Why The Trade Desk is the biggest loser (per Ari Paparo)14:38 — The deal architect's read: the founders' first big exit, sold from strength16:55 — Why $180M in retention may not hold founders who don't need the money17:31 — The real make-or-break: keeping the team hungry inside a giant18:00 — Hot tea: SPS Commerce carves out Seller Investigators, sells it back to the founder22:01 — Quick hits: Revmatics/DataFeedWatch, Moburst/Hyperzon, The Independents/Phantasm22:51 — More hits: Samba TV/Bestever, Yes&/Modo Modo, Arketi/Sperling24:00 — Martis Capital takes majority of Deerfield Group (~$280M, 12-14x EBITDA)25:00 — The consistent 14x agency marker, and how to break past it into strategic territory25:38 — Final thought: this is add-on summer
What do the 4B movement, abortion, child murder, modern writing and ancient Hellenic plays have in common?
July 2, 2026 - 6am: Trump defends $1.4B crypto earnings Rep. Comer pressed on Trump's financial disclosures MAGA voters voice growing frustration with Trump Trump debuts Qatari-gifted jet as Air Force One U.S. and Iran hold separate meetings in Qatar Russia carried out a massive drone and missile attack on Kyiv overnight MS NOW's Akayla Gardner reporting on Trump's sons and their ties to defense companies Dr. Vin Gupta reports on the Supreme Court's ruling on the alleged cancer risks of "Round Up" weed killer, latest medical headlines To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
July 1, 2026 - 6am: The Supreme Court upholds Birthright Citizenship, Trans bans, strikes down limits on campaign finance spending Trump keeps pushing the so-called 'SAVE Act' House starts recess early after hardliners revolt over the bill Trump announces GOP midterm convention in September set in Dallas Financial disclosures shoe Trump made $1.4B in crypto-related income last year To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
July 1, 2026 - 8am: Recap of Supreme Court rulings Trump reports $1.4B in crypto-related income NY Post criticizes Trump sons over foreign investments To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This Week In Startups is made possible by: CLA - www.claconnect.com/withyou Northwest Registered Agent - www.northwestregisteredagent.com/twist Agree.com - www.agree.com Today's show: Forget the triple-triple-double-double-double; the new bar for startups hoping to raise venture capital has reached the stratosphere, though our venture panel is worried that startups are focusing too much on today's problems that may not become companies tomorrow. During a lively VC roundtable, Cowboy's Aileen Lee, Floodgate's Mike Maples, and Lerer Hippeau's Ben Lerer joined Alex to dig into exiting pre-AI startups, rising valuations, token spend, why they are keeping their funds small, and whether the government just tripped OpenAI and Anthropic! Guest Links: Aileen Lee https://x.com/aileenlee Cowboy VC https://cowboy.vc Mike Maples https://x.com/m2jr Floodgate https://www.floodgate.com Bene Lerer https://www.linkedin.com/in/benjlerer Lere Hippeau https://www.lererhippeau.com Timestamps: 0:00 Aileen Lee, Mike Maples, and Ben Lerer join the show 5:13 Venture liquidity returns: what SpaceX/Stripe distributions mean for LPs 9:13 Bending Spoons prices IPO at $29/share, roughly $18.4B valuation 10:31 Agree.com - Stop chasing invoices and automate your entire contract-to-cash stack. Go to https://agree.com and tell them Jason sent you to get 50% off for life! 12:09 "Companies get bought, not sold" — Ben on taking first offers seriously 17:41 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 19:34 Mutiny's burn-the-boats AI pivot with Jaleh Rezaei 20:19 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://www.northwestregisteredagent.com/twist 22:15 Mike's KeepSafe story: the "rule of 70" and profit-first companies 25:12 The new growth bar: 5x, 4x replaces triple-triple-double-double 28:55 Fund size is your strategy: why Floodgate and Lerer Hippeau stay small 30:11 CLA - Innovation takes balance. CLA's CPAs, consultants, and wealth advisors can help you get from startup to where you want to end up. Get started now at https://www.claconnect.com/withyou 37:39 The $100M Series A: Starcloud, General Intuition, Scale Cognition, Scout AI 40:35 King-making rounds and why mega-seeds destroy optionality 54:11 Open-weight models: the GLM-5.2 moment and going model-agnostic 55:30 Why fine-tuning open models is a treadmill, with Cursor/Kimi as an example 1:03:28 Grading the Trump administration on Mythos and Fable 1:06:33 Rising anti-AI sentiment, the wealth gap, and lessons from social media 1:11:43 Raising kids in the post-intelligence era 1:12:35 Where to find the panel and what each firm is investing in Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Alex: X: https://x.com/alex LinkedIn: https://www.linkedin.com/in/alexwilhelm Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com
────────────────────────────────────────[00:02:09]EMS Worker Reports "Chronic Cancer" as New Medical Term — Knight: It's Turbo Cancer Being NormalizedA patient with three COVID jabs developed rapidly spreading colon cancer and leukemia within months of his last shot; Knight: the industry is rebranding what it caused.────────────────────────────────────────[00:14:00]Sony Deleting 551 Movies Customers Paid Full Price For — Buy Button Was a LieDeletion begins September 1 with no refunds; Knight: same model as CBDCs — they can delete your money the same way they're deleting your movies.────────────────────────────────────────[00:22:06]GTA 6 Ships as a Download Code in an Empty Box — Physical Discs Eliminated$80 for a cardboard sleeve; the game lives on their cloud and can be revoked at any time; Knight: "you will own nothing" is already the video game business model.────────────────────────────────────────[00:41:18]Trump's Advisors Openly Praise Caesarism — His Harvard Law Appointee Says Liberty Is Not the GoalAdrian Vermule wrote the constitutional order exists to promote "good rule," not protect liberty; Notre Dame advisor Patrick Deneen calls for Platonic aristocracy.────────────────────────────────────────[00:49:03]Trump Signed 143 Executive Orders in First 100 Days — More Than Any President in History21 national emergencies declared; troops sent to cities without local authority; immigrants shipped overseas to prisons in defiance of courts.────────────────────────────────────────[01:03:28]Supreme Court Loosens Campaign Finance Restrictions — Knight: AIPAC Corruption Now Has Fewer GuardrailsKnight reversed his position on Citizens United after watching AIPAC openly buy congressional seats; political money is a magnet for prostitutes, not politicians.────────────────────────────────────────[01:25:25]NY Post Calls Out Trump Crime Family's Biden-Esque CorruptionTrump's net worth tripled to $6.5B; $1.4B in crypto ventures; Salente: the Lutnik-Witkoff-Trump network is a crime syndicate operating in plain sight.────────────────────────────────────────[01:31:10]92% of Israelis Believe Iran Won the War — Trends Journal vs. US Media NarrativeCelente's polling contradicts everything Hegseth and Trump claimed; Knight: they lied about destroying Iran's missiles, wiping out their military, and forcing a surrender.────────────────────────────────────────[01:51:35]Real US Debt Is $176 Trillion When Unfunded Liabilities Are IncludedUnfunded Medicare, Social Security, pensions, and retirement healthcare dwarf the official figure; Salente: the plan is to tokenize public lands and launch a digital currency to paper over the collapse.────────────────────────────────────────[01:54:09]Quantitative Easing Is Roaring Back — Nobody Is Reporting ItMoney supply is expanding rapidly while the Fed fixates on interest rates; Knight: they always pump QE just before the next economic lockdown or crisis. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
────────────────────────────────────────[00:02:09]EMS Worker Reports "Chronic Cancer" as New Medical Term — Knight: It's Turbo Cancer Being NormalizedA patient with three COVID jabs developed rapidly spreading colon cancer and leukemia within months of his last shot; Knight: the industry is rebranding what it caused.────────────────────────────────────────[00:14:00]Sony Deleting 551 Movies Customers Paid Full Price For — Buy Button Was a LieDeletion begins September 1 with no refunds; Knight: same model as CBDCs — they can delete your money the same way they're deleting your movies.────────────────────────────────────────[00:22:06]GTA 6 Ships as a Download Code in an Empty Box — Physical Discs Eliminated$80 for a cardboard sleeve; the game lives on their cloud and can be revoked at any time; Knight: "you will own nothing" is already the video game business model.────────────────────────────────────────[00:41:18]Trump's Advisors Openly Praise Caesarism — His Harvard Law Appointee Says Liberty Is Not the GoalAdrian Vermule wrote the constitutional order exists to promote "good rule," not protect liberty; Notre Dame advisor Patrick Deneen calls for Platonic aristocracy.────────────────────────────────────────[00:49:03]Trump Signed 143 Executive Orders in First 100 Days — More Than Any President in History21 national emergencies declared; troops sent to cities without local authority; immigrants shipped overseas to prisons in defiance of courts.────────────────────────────────────────[01:03:28]Supreme Court Loosens Campaign Finance Restrictions — Knight: AIPAC Corruption Now Has Fewer GuardrailsKnight reversed his position on Citizens United after watching AIPAC openly buy congressional seats; political money is a magnet for prostitutes, not politicians.────────────────────────────────────────[01:25:25]NY Post Calls Out Trump Crime Family's Biden-Esque CorruptionTrump's net worth tripled to $6.5B; $1.4B in crypto ventures; Salente: the Lutnik-Witkoff-Trump network is a crime syndicate operating in plain sight.────────────────────────────────────────[01:31:10]92% of Israelis Believe Iran Won the War — Trends Journal vs. US Media NarrativeCelente's polling contradicts everything Hegseth and Trump claimed; Knight: they lied about destroying Iran's missiles, wiping out their military, and forcing a surrender.────────────────────────────────────────[01:51:35]Real US Debt Is $176 Trillion When Unfunded Liabilities Are IncludedUnfunded Medicare, Social Security, pensions, and retirement healthcare dwarf the official figure; Salente: the plan is to tokenize public lands and launch a digital currency to paper over the collapse.────────────────────────────────────────[01:54:09]Quantitative Easing Is Roaring Back — Nobody Is Reporting ItMoney supply is expanding rapidly while the Fed fixates on interest rates; Knight: they always pump QE just before the next economic lockdown or crisis. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
July 1, 2026 - 5am: The Supreme Court upholds Birthright Citizenship Trump keeps pushing the so-called 'SAVE Act' House starts recess early after hardliners revolt over the bill Trump announces GOP midterm convention in September set in Dallas Colorado primary results Financial disclosures shoe Trump made $1.4B in crypto-related income last year Social Security faces major funding shortfall by 2032 To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode Eric interviews Jon Krosnick from Stanford University in Stanford, CA. Jon discusses his cross-appointments and major initiatives, including a new sustainability school funded by a $1.3–$1.4B private gift, hiring about 60 faculty members, and the role of Environmental Social Sciences in ensuring that engineered solutions work with human behavior. He describes the interdisciplinary challenges of building a new PhD core, admits difficulty saying no, and explains the Stanford Institute for Excellence in Survey Research and his focus on meticulous methodology. He recounts training at Harvard and Michigan's Institute for Social Research, Ohio State (18 years), and a fellowship that shaped his ethical perspective. Discussing activism, he says protests may not change attitudes but strongly signal constituent passion to lawmakers; attitude change is often small and short-lived, so campaigns focus on turnout. He also explains Census Bureau work improving household respondent selection protocols and shares his parallel career as a jazz drummer with long-running bands and about 200 performances a year. [Note. Portions of the show notes were generated by Descript AI.]
GTA 6 pre-orders are live, the price is confirmed, and the internet is melting down — so naturally that's the whole episode. Raz and Jake break down the $80 standard / $100 Ultimate pricing, the "physical copy" that's really just a download code in a box with no disc, and whether you're actually losing anything (spoiler: lending to your buddies, and not much else). Then it's the free-market case for why $80 is eminently fair, the cost-per-hour argument that makes GTA the cheapest entertainment on Earth, and the uncomfortable truth that the loudest complainers have already pre-ordered. Then, meanwhile: EMPULSE. The $15 Titanfall-like from the Splitgate devs launched into early access with no store, no battle pass, and no microtransactions — and the guys explain, with the utmost confidence and zero gameplay watched, exactly why it's dead on arrival. Paint bombs included. Plus: 50 million GTA 6 pre-orders, companies closing on launch day, and a $1,000 bet on EMPULSE failing inside three months. 0:00 — Intro & "we have no likes" cold open 1:34 — GTA 6 pre-orders are live: $80 standard, $100 Ultimate 2:58 — The "code in a box": a physical copy with no disc 4:47 — Is the disc even a loss? Lending, Blockbuster, PS2 days 9:00 — Servers, Stop Killing Games & whether discs matter anymore 12:17 — Onto pricing: is $80 fair? "That person does not exist" 15:31 — The $100 Ultimate Edition: scam or just a menu? 19:22 — Does $80 GTA give every other studio license to charge $80? 23:00 — Big Macs, Netflix & the "communists in our comments" tangent 31:00 — Cost-per-hour: video games are the cheapest entertainment on Earth 34:22 — The one scummy thing: PC release delayed behind console 39:59 — Back to physical ownership: resale, lending, longevity 43:13 — Did GTA kill the disc? No — it was already dead 1:00:30 — Why no disc, really: anti-leak vs. just cheaper (part 2) 1:05:20 — Ultimate Edition breakdown: tattoos, car finds, gang raid 1:06:30 — Day-one Ultimate content: cut from the base game? 1:06:40 — "We're going to pre-order anyway, aren't we?" 1:09:54 — Is GTA review-proof? Outrage-proof? The Kotaku prediction 1:11:06 — Vote with your wallet & why a boycott is inconceivable 1:18:40 — 50M pre-orders, $4B, companies closing on launch day 1:11:06 — MEANWHILE: EMPULSE, the $15 Splitgate-devs shooter 1:13:01 — "This game will fail" — the arena shooter genre is dead 1:18:10 — No store, no battle pass, no microtransactions = $60k revenue 1:23:31 — "60 grand, baby" & the $1,000 bet it fails in 3 months 1:30:20 — GTA vs EMPULSE juxtaposition & "consumer-friendly?" rebuttal 1:32:31 — Announcements: bonus eps, Patreon, shoutouts, sign-off _Note: timestamps may be slightly misaligned on podcast apps (but not on YouTube) due to dynamic ads._ The podcast is available wherever you listen to podcasts, and ad-free & early access versions - as well as bonus episodes - are available to all of our Patreon (https://www.patreon.com/thedropshot) supporters. We stream the podcast live on our YouTube (https://www.youtube.com/c/thedropshotpodcast) every Saturday morning at ~9 o'clock Pacific Time. We typically start the stream 30 minutes early to answer viewer questions, banter, and chat. Links for everything are below. Thanks for checking us out!
Affinius Capital closed a $3.4B take-private of Veris Residential last month, one of the largest multifamily transactions in years.The deal represents a change in thesis for Affinius and perhaps for the industry, Affinius partner Ryan Krauch said on this week's episode of First Draft Live.In the cycle of zero interest rates and constant rate compression, multifamily investment had moved away from “what it is supposed to be,” he said.“[Housing] is not meant to be tactical, opportunistic, high-yielding plays,” Krauch said. “Multifamily, from its origins, has really been more about income producing, downside protection, diversified income, inflation hedge, all the traditional things. So for us, when we looked at Veris, this was a great opportunity to really reset that framework.”
1. HEART OF THE MATTER 1A. Record-Breaking Missionary Numbers — Pres. Oaks at New Mission Leader Seminar At the 2026 Seminar for New Mission Leaders (June 18–21, Provo MTC), President Dallin H. Oaks announced that the Church will soon have the largest number of full-time missionaries in its history, surpassing the current 87,000+ serving worldwide. The surge is driven by the first wave of 18-year-old sister missionaries (following the November policy change lowering the minimum age from 19) and the addition of 55 new missions in July, bringing the global total to 506. President Oaks outlined three characteristics defining the restored Church: (1) the fulness of doctrine (including eternal marriage between a man and a woman); (2) priesthood authority and keys; and (3) a unique testimony of Christ grounded in modern revelation and the First Vision. Sister Kristin Oaks also spoke, sharing six core truths missionaries teach. Source: Church Newsroom, June 20, 2026 Note: Strong potential for discussion on what ‘only true and living church’ means in a pluralistic world — Richie angle? 1B. New Hymn ‘Welcome Home’ — The Story Behind It Composer Andrea Brett explains how a 2017 encounter with Demetrius O’Neal — a recent convert serving as a greeter at a Spokane ward on a snowy Sunday morning — inspired her hymn ‘Welcome Home,’ now published in the new Hymns for Home and Church. Brett submitted 10 pieces when the global hymnbook was announced in 2018; this was the only one she’d written before the call. She received confirmation of its selection in February 2025, then had a full-circle moment when she and O’Neal sat near each other at the April 2025 General Conference as the Tabernacle Choir performed it. O’Neal’s name appears in the hymn’s tune name as a tribute. The hymn is now translated and sung globally. Source: Church Newsroom / Richie’s document 1C. Family History Records Are a ‘Sacred Thread’ — Elder Bragg at International Archivists Congress Elder Mark A. Bragg, General Authority Seventy and executive director of the Church’s Family History Department and FamilySearch International, was a keynote speaker at the III Congress of Archivists: Digital Archive Expo (DA-EXPO), held June 8–12 in Astana, Kazakhstan. He called family history records ‘the thin but sacred thread’ tying people together across generations, and argued that records are ‘in a very real sense, witnesses.’ Elder Bragg framed the digital revolution in genealogy in moral terms: for most of history, access to records was shaped by ‘proximity, resources and specialized knowledge,’ but today a record created in one place can be preserved in another, indexed in a third, and discovered by someone on the other side of the world. ‘The reach is astonishing. The speed is breathtaking. The possibilities are almost beyond measure.’ He also said that ‘access is an act of kindness’ — records only fulfill their divine purpose when they are found, understood, and used. His core message: preserving memory is an act of hope. ‘It says that the past is not dead to us and that the future deserves more than fragments.’ Source: Church News, June 17, 2026 Angle: Great ‘quiet but meaningful’ story — LDS family history going global and leveling the playing field for genealogy worldwide. 1D. America Gives — All 50 States Receive Food Donations The Church completed a milestone in its ‘America Gives’ initiative by delivering a shipping container of food to Hilo, Hawaii — marking all 50 states reached. The initiative aims to deliver 250 truckloads of food nationwide in 2026 to celebrate the U.S. 250th anniversary. In Hawaii, the food went to The Food Basket, distributed to 10 local nonprofits. Notably, 42% of residents on the island of Hawaii face food insecurity — the state’s highest rate. Rosie Rios, chair of America 250 and former U.S. Treasurer, praised the milestone. Local Methodist pastor Ted Lesnett said recipients will know ‘when they were hungry, someone cared.’ Source: Church Newsroom / Richie’s document 1E. Church Donates $250,000 NZD to Christchurch Anglican Cathedral Rebuild The Church announced a NZ$250,000 donation (June 19, 2026) toward the restoration of Christchurch’s iconic Anglican Cathedral — damaged in the February 2011 earthquake. Elder Peter F. Meurs (Pacific Area President) and Anglican Bishop Peter Carrell presided at the announcement. The donation comes as the project faces a $45M funding shortfall and an overall $219M budget. The Christchurch City Council has offered $15M contingent on government and Anglican Church matches. Notably, a New Zealand Buddhist community made a similar gift in 2023 — the LDS donation continues a cross-faith pattern of support for the heritage project. Source: Richie’s document Angle: Rare and heartwarming — LDS funds an Anglican cathedral. Good interfaith story. 1F. Central America Humanitarian Blitz — 5 Projects, 500,000+ People In late May and early June 2026, the Church announced five humanitarian projects across Central America (with Sister J. Anette Dennis, First Counselor in the Relief Society General Presidency, representing the Church). Projects include: the ‘Windows of Light’ eyecare program in El Salvador (350,000+ screenings to date); safe water access for 250,000+ in Belize, Guatemala, Honduras, and Nicaragua (with UNICEF); nearly 750 computers/tablets donated to 66 educational institutions in Guatemala; and medical equipment for the ‘La Mascota’ children’s hospital in Nicaragua. Source: Church Newsroom, June 2026 2. FAITH & DOCTRINE 2A. President Christofferson in Philadelphia & Toronto A busy week of ministry for President D. Todd Christofferson: He offered the invocation at Becket’s Canterbury Medal Gala in Philadelphia (multifaith event celebrating religious liberty), alongside Elder Gary E. Stevenson and others. The group also visited the Liberty Bell and Independence Hall — fitting, ahead of America’s 250th. Christofferson reflected on D&C 101 and the Constitution’s purpose to protect ‘all flesh.’ From Philadelphia, he and Sister Christofferson traveled to Toronto, meeting 250+ missionaries in the Canada Toronto Mission weeks before it divides into three missions (Toronto West, Toronto East, and Montreal). He also spoke to hundreds of LDS youth, with one — Amelia Fischer — saying ‘no amount of words can describe how I felt tonight.’ Source: Richie’s document / Church Newsroom 2B. BYU Scholar Study: Religion Adds 7.6 Years to Life The BYU Wheatley Institute is releasing three reports analyzing 3,000 of the most scientifically rigorous studies (culled from 60,000+ papers by Duke University) on religion and health. Key findings: 33/34 studies show improved social health; 10/11 show improved mental health; 7/8 show improved physical health. Regular worshippers live an average of 7.6 years longer (up to 13.7 years longer for African Americans). A ‘landmark finding’: 256 studies show religion prevents/aids recovery from substance abuse (vs. 6 showing negative impact). Author Loren Marks recommends public health frameworks treat religious involvement like exercise recommendations. Source: Richie’s document 2C. Elder Soares Testifies in the Philippines Elder Ulisses Soares completed a two-week ministry in the Philippines (mid-May 2026), meeting with 600+ young single adults in Cebu, 450+ in Quezon City, and 340+ missionaries at the Philippines MTC. His recurring message: ‘His arms are extended to all of us.’ The Philippines has more than 905,000 Latter-day Saints — the Church’s fourth-largest national membership. Two new temples were also dedicated in the Philippines this month: the Davao Philippines Temple (Elder Renlund, May 3) and the Bacolod Philippines Temple (Elder Andersen, May 31). Source: Church Newsroom, June 17, 2026 3. CULTURE & CURIOSITIES 3A. LDS Author in Everyman’s Library — A First BYU biology and bioethics professor Steven L. Peck has reportedly become the first Latter-day Saint author included in the prestigious Everyman’s Library series (publishing canonical English fiction since 1906). His 2012 novella A Short Stay in Hell — a philosophical horror story about a Mormon man condemned to an afterlife library containing every possible book — went viral on BookTok and found a new audience. A literature historian noted: ‘No Mormon or Mormon-adjacent writer that I know of has ever been featured in this prestigious series.’ The Salt Lake Tribune covered the story, noting the irony that a theological horror story marks one of the most significant moments in LDS literary history. Source: Salt Lake Tribune / Richie’s document 3B. The Sasine Family — 40 Countries Before Age 1 Keith and Chelsea Sasine, an LDS couple stationed in Germany (Keith is an Army oral surgeon), made history in November 2025 by taking their youngest daughter Mia to 40 countries before her first birthday (March–November 2025), using a Honda Odyssey for European road trips. The family of six (including Izzy, 10; Abby, 9; and John, 4) attends local wards wherever they travel — a faith anchor the couple says strengthened their testimony and taught their kids the importance of the Sabbath globally. They’re planning a move to Colorado Springs in 2026. Source: Richie’s document 3C. Jen Affleck (Secret Lives of Mormon Wives) Expecting Baby #4 Jen Affleck, 27-year-old star of The Secret Lives of Mormon Wives and Dancing with the Stars alum, announced June 18 that she and husband Zac Affleck are expecting their fourth child. She shared the news on Instagram captioned ‘Chapter Four.
Thesis: super-abounding grace doesn't give you permission to continue in sin; it unites you to Christ , buries the old you REJECT SIN'S LIE (VV. 1-2A) REMEMBER YOUR FUNERAL (VV. 2B-4) Theology: do we experience this "union with Christ" by baptism or faith? WALK IN YOUR FREEDOM (VV. 4B-7)
What do the 4B movement, abortion, child murder, modern writing and ancient Hellenic plays have in common?
The crew breaks down the SpaceX IPO's crypto-like low float dynamics and Hyperliquid's price prediction, debates accredited investor laws and failed tokenized stock allocations, dives into Fable 5's export control shutdown after Amazon flagged a jailbreak to the Treasury Secretary, and argues whether open source AI models will eat frontier pricing. Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. Robert is back after a brief hiatus recording his own podcast, The Pop, for Superstate — and the crew wastes no time roasting him for it before diving into the biggest week of news in recent memory. First up: the SpaceX IPO, the largest in history, and why it looks eerily like a crypto token launch — 4.2% float, retail getting cut out, and Hyperliquid perps predicting the first-day pop almost to the dollar. The crew debates TradeXYZ's winner-take-all dominance of HIP3 and why building on top of Hyperliquid might be a terrible startup environment. Then they unpack Elon's financial engineering genius — the Cursor acquisition as all-stock crypto playbook, XAI's pivot from failed AI lab to compute reseller, and why Grok is (unanimously) an embarrassing piece of shit. The conversation shifts to accredited investor laws, SPV dentists, and why every crypto platform failed to deliver SpaceX IPO allocations. From there, Coinbase's massive system update — tokenized stocks, an SEC-registered AI chatbot, combos, and 15-minute markets. Then things get spicy: Robert asks Claude about SBF on air, Sonnet gets it hilariously wrong, and everyone roasts him for not using Opus. The back half is all about Fable 5 — Amazon's jailbreak discovery, Andy Jassy calling Dario (who didn't pick up), and the export controls that shut down the most powerful commercial AI model ever released. Robert drops his most surprising take: "I am EAC, but this is a dry run of pressing the pause button." The episode closes with a heated debate on whether Chinese open source models will eat frontier AI pricing and a bet that may or may not have been agreed upon. Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights
Video Game profits collapse, PC sales boom & The Next Gen battle begins in Japan These stories and many more on this episode of the VGNRTM! This episode we will look back at the biggest stories in and around the video game industry in November 1994. As always, we'll mostly be using magazine cover dates, and those are of course always a bit behind the actual events. Alex Smith of They Create Worlds is our cohost. Check out his podcast here: https://www.theycreateworlds.com/ and order his book here: https://www.theycreateworlds.com/book Get us on your mobile device: Android: https://www.google.com/podcasts?feed=aHR0cHM6Ly92aWRlb2dhbWVuZXdzcm9vbXRpbWVtYWNoaW5lLmxpYnN5bi5jb20vcnNz iOS: https://podcasts.apple.com/de/podcast/video-game-newsroom-time-machine And if you like what we are doing here at the podcast, don't forget to like us on your podcasting app of choice, YouTube, and/or support us on patreon! https://www.patreon.com/VGNRTM Send comments on Mastodon @videogamenewsroomtimemachine@oldbytes.space Or twitter @videogamenewsr2 Or Instagram https://www.instagram.com/vgnrtm Or videogamenewsroomtimemachine@gmail.com Or Discord https://discord.gg/mYdkBJe8 Links: If you don't see all the links, find them here: https://www.patreon.com/VGNRTM/posts/november-1994-161464050 7 Minutes in Heaven: Jazz Jackrabbit Video Version: https://youtu.be/IIom2LSch6w https://www.mobygames.com/game/902/jazz-jackrabbit/ Corrections: Ethan's fine site The History of How We Play: https://thehistoryofhowweplay.wordpress.com/ November 1984 Ep - https://www.patreon.com/VGNRTM/posts/november-1984-157521521 Great Exhibition Digital Recreation - https://www.youtube.com/watch?v=9wNEgZDetNk https://en.wikipedia.org/wiki/Nintendo_VS._System Moondust 7 Minutes - https://youtu.be/jT3QzYpUEck?si=MbYsjB7cDptFfIBY November 1994: Video Game Industry profits plummet Sega Reports 47 Percent Drop in Earnings in Fiscal First Half, Associated Press Worldstream, November 11, 1994; Friday 07:03 Eastern Time, Section: Financial pages SEGA PROFITS PLUNGE 43PC AS VIDEO GAME RIVALRY HOTS UP, The Guardian (London), November 12, 1994, Section: THE GUARDIAN HOME PAGE; Pg. 1, Byline: Nicholas Bannister In London And Kevin Rafferty In Tokyo EDITORS:Associated Press Worldstream, November 21, 1994; Monday 07:13 Eastern Time, Section: Financial pages KOEI LOWERS PROFIT ESTIMATES, Jiji Press Ticker Service, NOVEMBER 4, 1994, FRIDAY NAMCO SUFFERS LOWER PROFITS IN 1ST HALF, Jiji Press Ticker Service, NOVEMBER 4, 1994, FRIDAY KONAMI TO LOG 3.1-B.-YEN LOSS FOR FY '94, Jiji Press Ticker Service, NOVEMBER 9, 1994, WEDNESDAY KONAMI SLIPS INTO RED IN 1ST HALF, Jiji Press Ticker Service, NOVEMBER 25, 1994, FRIDAY CAPCOM SUFFERS SHARP DROPS IN PROFIT, SALES, Jiji Press Ticker Service, NOVEMBER 24, 1994, THURSDAY Play Meter November 1994, pg. 22 TAKARA RETURNS TO BLACK IN 1ST HALF, Jiji Press Ticker Service, NOVEMBER 18, 1994, FRIDAY T-HQ announces third-quarter results, s'ipment of the XBAND Video Game, Modem aNd new equity financing, Business Wire, November 14, 1994, Monday SOFTWARE ETC. STORES, INC. REPORTS THIRD QUARTER RESULTS, PR Newswire, November 10, 1994, Thursday - 13:59 Eastern time, Section: Financial News Software Etc. and Babbage's to merge SOFTWARE ETC. STORES, INC. REPORTS THIRD QUARTER RESULTS, PR Newswire, November 10, 1994, Thursday - 13:59 Eastern time, Section: Financial News Big money bets against Atari CBS rich with takeover rumors, USA TODAY, November 7, 1994, Monday, FINAL EDITION, Section: MONEY; Dan Dorfman; Pg. 4B, Byline: Dan Dorfman https://mdsass.com/our-team/ ATARI RESPONDS TO DAN DORFMAN ARTICLE IN USA TODAY, PR Newswire, November 8, 1994, Tuesday - 09:10 Eastern Time Atari stock plummets,The Financial Post (Toronto, Canada), November 8, 1994, Tuesday,DAILY EDITION, Section: SECTION 1, NEWS; Pg. 14; APPOINTMENT NOTICE, Byline: Bloomberg ATARI CORP. ANNOUNCES THIRD QUARTER AND NINE MONTHS 1994 RESULTS, PR Newswire, November 14, 1994, Monday - 05:59 Eastern Time, Section: Financial News COMPANY NEWS; ATARI STOCK RISES AS DEAL WITH SEGA IS COMPLETED, The New York Times, November 17, 1994, Thursday, Late Edition - Final, Distribution: Financial Desk , Section: Section D; ; Section D; Page 4; Column 1; Financial Desk ; Column 1; Siliwood deals abound! Activision, Henson in Multimedia Muppets Deal, Ad Day, November 7, 1994, Section: NEWS ROUNDUP; Pg. 12 Move over, nerds - Hollywood's here, The Age (Melbourne, Australia), November 15, 1994 Tuesday, Late Edition, Section: COMPUTERS; Frontier Media; Pg. 43 https://archive.org/details/electronic-games-1994-11z Baby Bells form Multimedia Colossus 3 BABY BELLS FORM MULTIMEDIA COLOSSUS 1994, Reuters News Service, St. Louis Post-Dispatch (Missouri), November 1, 1994, TUESDAY, FIVE STAR Edition, Section: BUSINESS; Pg. 6C TELEPHONE FIRMS AIM AT CABLE BELL ATLANTIC AND TWO OTHER, BABY BELLS PLAN A MULTIMEDIA VENTURE. , USERS COULD ORDER, VIDEOS.The Philadelphia Inquirer, November 1, 1994 Tuesday FINAL EDITION, Section: BUSINESS; Pg. C01 Info highway dream team / Ovitz wants Hollywood on high-tech map, USA TODAY, November 1, 1994, Tuesday, FINAL EDITION, Section: MONEY; Pg. 1B; Cover Stor William Morris goes Interactive William Morris Courts Agencies, ADWEEK, November 14, 1994, Western Edition, Byline: By Cathy Taylor Siemens gets into settop boxes 2 Companies Join Siemens In Video Plan, The New York Times, November 8, 1994, Tuesday, Late Edition - Final, Distribution: Financial Desk, Section: Section D; ; Section D; Page 5; Column 1; Financial Desk ; Column 1;Byline: By Bloomberg Business News Intel, Backed On ITV, Sails For CablePort, Electronic Buyers News, November 28, 1994, Business and Industry, Section: Pg. 3; ISSN: 0164-6362, Byline: Jonathan Cassell TCI buys into Acclaim TCI AND ACCLAIM FORM PARTNERSHIP FOR INTERACTIVE, ENTERTAINMENT SOFTWARE, M2 PRESSWIRE, November 4, 1994 TeleWest goes public Time is right to float, says TeleWest, The Herald (Glasgow), November 8, 1994, Section: Pg. 25, Byline: Nicola Reeves BCE Holdings to buy Rage and Software Creations NEW GAME PLAN AT £25M BCE, Daily Mail (London), November 2, 1994, Section: Pg. 65 BCE HOLDINGS TO BUY SOFTWARE CREATIONS (HOLDINGS): 2, Extel Examiner, November 1, 1994, Tuesday - 03:04 Eastern Time, Section: Company News; Takeovers and Acquisitions COMPUTER GAMES MERGER GOES TO EUROPEAN LEVEL, The Guardian (London), November 5, 1994, Section: THE GUARDIAN CITY PAGE; Pg. 38, Byline: Jim Levi Consoled by a £10m fortune, Mail on Sunday (London), November 6, 1994, Section: Pg. 5, Byline: Jason Nisse Computer games 'set for surge in sales', The Times, November 9, 1994, Wednesday, Section: Business, Byline: By Neil Bennett Warner buys Renegade Amiga Games, November 1994, pg. 34 https://en.wikipedia.org/wiki/Renegade_Software Mindscape to buy Atreid Concept L'editeur Mindscape rachete Atreid Concept, Echos, November 19, 1994 https://www.mobygames.com/company/661/kalisto-entertainment-sa/ Video game ratings system still a thorn in coinop's side Play Meter, November 1994, pg. 20 https://arcade.fandom.com/wiki/Parental_Advisory_System Sega goes big with VR-1 Japanese take virtual reality for a ride; Sega has combined fairground rides, with hi-tech wizardry, writes Arnold Redhead, The Independent (London), November 21, 1994, Monday, Section: NETWORK PAGE; Page 25, Byline: ARNOLD REDHEAD https://en.wikipedia.org/wiki/VR-1 https://www.youtube.com/watch?v=L_rf9FiwBUk Japanese Next Gen Holiday Lineup Set Video-game makers out to zap 32-bit rivals, Nikkei Weekly, November 7, 1994, Business and Industry, Section: Pg. 9; Vol. 32; Multimedia video game wars begin, The Daily Yomiuri, November 8, 1994, Tuesday, Byline: Terumitsu Otsu; Daily Yomiuri Staff Writer Nintendo's super 'game boy' from Dundee, The Scotsman, November 16, 1994, Wednesday, Section: Pg. 32 NINTENDO, U.S. FIRM TO DEVELOP 3-D SOFTWARE, Jiji Press Ticker Service, NOVEMBER 22, 1994, TUESDAY https://nintendo.fandom.com/wiki/Paradigm_Entertainment Saturn release date set INDUSTRY TREND: CONSUMER ELECTRONICS FIRMS JOIN VIDEO GAME, ORGY, Jiji Press Ticker Service, NOVEMBER 18, 1994, FRIDAY New Video Machines Battle For Supremacy, The Associated Press, November 30, 1994, Wednesday, AM cycle, Section: Business News, Byline: By BRAVEN SMILLIE, Matsushita announces next gen system for 1995 Matsushita likely to market 64-bit game machines in '95, Japan Economic Newswire, NOVEMBER 15, 1994, TUESDAY Matsushita and IBM team up Matsushita, IBM in multimedia project, United Press International, November 20, 1994, Sunday, BC cycle https://en.wikipedia.org/wiki/Panasonic_M2#Technical_specifications 3DO announces massive loss Video Game Maker 3DO Reports $ 12.8 Million Second-Quarter Loss, The Associated Press, November 4, 1994, Friday, BC cycle (THDO) 3DO announces second quarter financial results, Business Wire, November 4, 1994, Friday Goldstar launches 3DO in USA Goldstar Co, Wall Street Journal (3 Star, Eastern (Princeton, NJ) Edition), November 8, 1994, Business and Industry, Section: Pg. B4; Vol. 224; No. 91; ISSN: 0099-9660 Creative to launch 3DO Blaster Unveiling the latest in computer magic / Film and fun: Morphing and more, USA TODAY, November 17, 1994, Thursday, FINAL EDITION, Section: LIFE; Pg. 4D 3DO Blaster Video - Retro Collective - https://youtu.be/qaHAuGmN3Tk?si=OHf5v3Z9vfJ3RZfl Nintendo launches massive DKC blitz https://youtu.be/SbHL8-XkXMA?si=d3GNpw2n57mTQBuL https://youtu.be/OGqUF02zVt4?si=XFO_2LUnM157ayC5 Burnett Seeks to Make Donkey Kong King, AdWeek Midwest; AdWeek, November 21, 1994, Business and Industry, Section: Pg. 2; Vol. XXXV; No. 47; Yen and old product cause slide in Nintendo profits, The Financial Post (Toronto, Canada), November 22, 1994, Tuesday,, DAILY EDITION, Section: SECTION 1, NEWS; Pg. 15; APPOINTMENT NOTICE Video Games Showdown: Will Sega Zap Nintendo?, Christian Science Monitor 8Boston, MA), November 28, 1994, Monday, Section: ECONOMY; Pg. 4, Byline: Mark Trumbull, Staff writer of The Christian Science Monitor Nation Goes Ape For Donkey Kong Country; Runaway Sales for Hit Video, Game Exceed Box Office Gross for Current Number One Movie, Business Wire, November 30, 1994, Wednesda Atari to spend big in Europe Atari Tackles Games Giants In Pounds 5m Spend, Marketing, November 10, 1994 Jaguar launches in Japan Atari's Jaguar Enters Japanese Retail Markets 11/22/94, Newsbytes News Network, November 22, 1994 https://forums.atariage.com/topic/330871-the-japanese-atari-jaguar/ Sony announces Liverpool dev centre SONY CREATES 250 NEW JOBS FOR MERSEYSIDE, Press Association, November 7, 1994, Monday SONY ELECTRONIC INVESTMENT IN, The Guardian (London), November 8, 1994, Section: THE GUARDIAN CITY PAGE; Pg. 14, Byline: Martyn Halsall, Northern SONY TO SET UP U.K. GAME SOFTWARE CENTER, Jiji Press Ticker Service, NOVEMBER 8, 1994, TUESDAY JAPANESE GIANT TO MAKE GAMES AND 250 JOBS ON MERSEYSIDE, M2 PRESSWIRE, November 28, 1994 Nintendo signs Russian Distribution deal Russia: Nintendo has selected Steepler as an exclusive distributor of Nintendo video games., Kommersant, November 1, 1994 https://bootleggames.fandom.com/wiki/Steepler_Ltd.#1994:_Dendy:_The_New_Reality,_partnership_with_Nintendo https://en.wikipedia.org/wiki/Dendy Mortal Kombat 2 launch is massive Mortal moral: Gore sells, money yells, Computer Retail Week, November 14, 1994, Business and Industry, Section: Pg. 116; Vol. 4; Ad budget Rises Ad/Media Bulletin: Computer games ad push targets grown-ups, Marketing, November 17, 1994 Movie tie-ins getting tighter (SNAPSHOT), The Age (Melbourne, Australia), November 12, 1994 Saturday, Late Edition, Section: SATURDAY EXTRA; SNAPSHOT; Pg. 15 Another Big U.S. Deal Turns Sour for Japanese Firm, Associated Press Worldstream, November 18, 1994; Friday 06:09 Eastern Time, Section: International news, Byline: PETER LANDERS Hard lessons from Sony's software underbelly, The Independent (London), November 18, 1994, Friday, Section: BUSINESS & CITY PAGE; Page 34, Byline: HAMISH McRAE Leisure Concepts reports third quarter, nine-month results, Business Wire, November 14, 1994, Monday https://en.wikipedia.org/wiki/GoldenEye https://en.wikipedia.org/wiki/GoldenEye_007 Nintendo premiers VirtualBoy Nintendo Unveils Virtual Reality Game, The Associated Press , November 14, 1994, Monday, AM cycle, Section: Business News https://www.linkedin.com/in/kerry-ganofsky-15873/ Nintendo announces investment in Reflection Technology Inc.; home video game leader also acquires exclusive worldwide license for proprietary LED, display technology, Business Wire, November 14, 1994, Monday VIRTUALITY PLAYS DOWN IMPACT OF RIVAL NINTENDO PRODUCT, Extel Examiner,November 16, 1994, Wednesday - 07:16 Eastern Time, Section: Company News; Other https://en.wikipedia.org/wiki/Virtual_Boy PC sales boom Spurred by many factors, home PC sales are soaring, Star Tribune (Minneapolis, MN), November 10, 1994, Metro Edition, Section: Special; Pg. 2S, Byline: Steve Alexander; Staff Writer Bandai and Apple team up for children's PC BANDAI, APPLE TO JOINTLY DEVELOP PC FOR CHILDREN, Jiji Press Ticker Service, NOVEMBER 10, 1994, THURSDAY https://en.wikipedia.org/wiki/Apple_Pippin Apple sets sights on video games, The Financial Post (Toronto, Canada), November 11, 1994, Friday,, DAILY EDITION, Section: SECTION 1, NEWS; Pg. 5; COLUMN Apple to sell MacOS at retail MICROFILE, The Guardian (London), November 17, 1994, Section: THE GUARDIAN ONLINE PAGE; Pg. 7 https://www.youtube.com/watch?v=8v4BaWwoyA0 Commodore Sale delayed... AGAIN! DELAY IN THE SALE OF COMMODORE CREATES ANXIETY A LONG WAIT COULD KILL PROSPECTS FOR THE FIRM'S AMIGA COMPUTERS. AT LEAST, THAT'S WHAT ITS ADHERENTS SAY., The Philadelphia Inquirer, November 7, 1994 Monday FINAL EDITION, Section: PHILADELPHIA BUSINESS; Pg. G01, byline: Dan Stets, Amiga Games, November 1994, pg. 19 Australia funds multimedia development Multimedia funding is welcome news, The Age (Melbourne, Australia), November 1, 1994 Tuesday, Late Edition, Section: COMPUTERS; Frontier Media; Pg. 34 Korea invests in games Korea Makes Huge Game Industry Investment, Newsbytes, November 21, 1994, Monday Looking Glass goes VC LOOKINGGLASS RECEIVES $3.8 MILLION IN VENTURE CAPITAL FROM INSTITUTIONAL VENTURE PARTNERS, MATRIX PARTNERS, PR Newswire, November 21, 1994, Monday - 14:24 Eastern Time, Section: Entertainment, Television, and Culture PC Player November 1994, pg. 17 Humongous bets on hand drawn art "FREDDI FISH AND THE CASE OF THE MISSING KELP SEEDS(TM) SWIMS INTO STORES,PR Newswire, November 7, 1994, Monday - 12:52 Eastern Time" Staples stocks games Office Superstores Emphasize 'Play" with Software, Discount Store News, November 7, 1994, Business and Industry, Section: Pg. S4; Vol. 33; No. 21; ISSN: 0012-3587 Amstrad targets direct market Marketing Technique: Key movers - Publishers are still paying mega bucks for titles on mega bytes. So why does computer publishing continue to thrive, asks Michael Kavanagh, Marketing, November 24, 1994, Byline: By MICHAEL KAVANAGH IBM moves to online software distribution IBM to beam up satellite-based software delivery, Network World, November 7, 1994, Section: TOP NEWS; Pg. 10, Byline: Michael Cooney IBM introduces multilevel disc IBM's multilevel optical disk named "Best of What's New", Business Wire, November 9, 1994, Wednesday https://research.ibm.com/publications/multilevel-volumetric-optical-storage AT&T buys Imagination network AT&T buys interactive computer games unit, Financial Times (London,England), November 16, 1994, Wednesday, Section: International Company News; Pg. 34, Byline: By LOUISE KEHOE and REUTER Xband launches PERSONAL TECHNOLOGY New video game service for kids ready to come on line Thursday, The Atlanta Journal and Constitution, November 13, 1994, Sunday, Section: BUSINESS; Section R; Page 3, Byline: By Kris Jensen STAFF WRITER Sega Channel to get nationwide rollout Sega Channel test a success -- service prepares for national rollout in December; Final test results far exceed expectations, Business Wire, November 30, 1994, Wednesday Jaguar to go online CUC BUYS ITS WAY INTO INTERNET TRANSACTIONS; IMAGINE AT&T OWNING THE COMPANY; NOT MOSAIC, NETSCAPE; COMMERCE THROUGH COMPUSERVE; OTHER NEWS: Advertising Age, November 21, 1994, Section: Pg. 15 Sega goes online Sega goes on-line with CompuServe & World Wide Web; real-time conferences, video clips, contests, chat rooms all part of new interactive, services for Sega fans, Business Wire, November 2, 1994, Wednesday "CHRYSLER CD-ROMS GROOVE TO GENERATION X; TREKKING TO THE INTERNET; ONLINE VIDEOGAME NETWORK BOWS; AOL BOOSTS INTERNET STRATEGY; OTHER NEWS: Advertising Age, November 14, 1994, Section: Pg. 22" Mosaic Communications changes name to Netscape CUC BUYS ITS WAY INTO INTERNET TRANSACTIONS; IMAGINE AT&T OWNING THE COMPANY; NOT MOSAIC, NETSCAPE; COMMERCE THROUGH COMPUSERVE; OTHER NEWS: Advertising Age, November 21, 1994, Section: Pg. 15 AOL goes shopping "CHRYSLER CD-ROMS GROOVE TO GENERATION X; TREKKING TO THE INTERNET; ONLINE VIDEOGAME NETWORK BOWS; AOL BOOSTS INTERNET STRATEGY; OTHER NEWS: Advertising Age, November 14, 1994, Section: Pg. 22" CUC buys netMarket CUC BUYS ITS WAY INTO INTERNET TRANSACTIONS; IMAGINE AT&T OWNING THE COMPANY; NOT MOSAIC, NETSCAPE; COMMERCE THROUGH COMPUSERVE; OTHER NEWS: Advertising Age, November 21, 1994, Section: Pg. 15 Paul Allen invests in Cnet Vulcan gets C/NET, The Financial Post (Toronto, Canada), November 4, 1994, Friday,, DAILY EDITION, Section: SECTION 1, NEWS; Pg. 47, Business Briefs; CORRECTION Bill Gates touts information future at Comdex https://youtu.be/7fJWMsgxzvA?si=VzEkgqkFwbDHUzRz Microsoft chief sees new era in computing, St. Petersburg Times (Florida), November 21, 1994, Monday, City Edition, Times Publishing Company, Section: BUSINESS; TECHNOLOGY; TECH TALK; Pg. 8; DIGEST, Byline: DAVE GUSSOW Publishing Pearson Buys Future PEARSON ACQUIRES FUTURE PUBLISHING, M2 PRESSWIRE, November 28, 1994 Street Fighter the RPG Play Meter November 1994, pg. 170 Fighter History suit settled Computer game makers settle copyright dispute, Japan Economic Newswire, NOVEMBER 1, 1994, TUESDAY https://en.wikipedia.org/wiki/Data_East_USA,_Inc._v._Epyx,_Inc. https://en.wikipedia.org/wiki/Capcom_U.S.A._Inc._v._Data_East_Corp. Nintendo wins again NINTENDO WINS THIRD SUMMARY JUDGMENT THIS YEAR IN PATENT INFRINGEMENT CASE, PR Newswire, November 30, 1994, Wednesday - 14:45 Eastern Time, Section: Financial News GATT changes coming BAN ON CD, GAMES HIRE, The Sydney Morning Herald, November 20, 1994 Sunday, Late Edition, Section: BUSINESS; Pg. 58, Byline: BRUCE JONES VOTES IN FAVOR OF GATT, Congressional Press Releases, November 29, 1994, Tuesday, Section: PRESS RELEASE, Byline: STEPHEN HORN https://en.wikipedia.org/wiki/General_Agreement_on_Tariffs_and_Trade US Government to fund Software Protection Efforts in China Business Report ON TECHNOLOGY China shines as new market, The Atlanta Journal and Constitution, November 2, 1994, Wednesday, Section: BUSINESS; Section G; Page 2, Byline: By Bill Husted Cyber crime booming Crimes of the 'Net', Newsweek, November 14, 1994 , UNITED STATES EDITION, Section: BUSINESS; Software; Pg. 46 Internet Cafe profiled Are You Ready For The Future?, The Sunday Times (London), November 20, 1994, Sunday, Section: Features, Byline: Christopher Lloyd Hate moves online Report Assesses Extremist Groups in Europe, Associated Press Worldstream, November 15, 1994; Tuesday 10:34 Eastern Time, Section: International news, Byline: MARILYN AUGUST Cybermania 94 awards Interactivities, Playback, November 07, 1994, Section: Pg.9, Byline: Pamela David Lego awards video game resistance Lego awards annual prize for services to children, Agence France Presse -- English, November 15, 1994 11:14 Eastern Time, Section: International news CNN visits Brittannia Manor Haunted House Owner Goes All Out to Create Hell at Home, CNN NEWS 3:14 am ET, November 1, 1994 VR goes Dental "https://vrarwiki.com/wiki/Virtual_i-O_i-glasses! Dentist's drill or a 3D thrill The Age (Melbourne, Australia), November 8, 1994 Tuesday, Late Edition, Section: COMPUTERS; Pg. 50, Byline: Alan Sayre" Casio debuts digital camera New still camera puts your memories on silicon chips, The Vancouver Sun (British Columbia), November 17, 1994, Thursday, FINAL EDITION, Section: BUSINESS; Pg. D4 Interview with game translator PC Joker, pg. 61 William A. Higinbotham has passed William A. Higinbotham, 84; Helped Build First Atomic Bomb, The New York Times, November 15, 1994, Tuesday, Late Edition - Final, Distribution: National Desk , Section: Section D; ; Section D; Page 29; Column 5; National Desk ; Column 5; ; Obituary (Obit); Biography, Byline: William A. Higinbotham https://en.wikipedia.org/wiki/William_Higinbotham https://archive.org/details/sim_creative-computing_1982-10_8_10/page/190/mode/1up Recommended Links: The History of How We Play: https://thehistoryofhowweplay.wordpress.com/ Gaming Alexandria: https://www.gamingalexandria.com/wp/ They Create Worlds: https://tcwpodcast.podbean.com/ Digital Antiquarian: https://www.filfre.net/ The Arcade Blogger: https://arcadeblogger.com/ Retro Asylum: http://retroasylum.com/category/all-posts/ Retro Game Squad: http://retrogamesquad.libsyn.com/ Playthrough Podcast: https://playthroughpod.com/ Retromags.com: https://www.retromags.com/ Games That Weren't - https://www.gamesthatwerent.com/ Sound Effects by Ethan Johnson of History of How We Play. Copyright Karl Kuras
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?
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
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
Fuel Her Awesome: Food Freedom, Body Love, Intuitive Eating & Nutrition Coaching
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!
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
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?
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
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.