POPULARITY
Can AI stocks beat Big Tech? In this episode, I discuss OpenAI and its decision to expand a secondary share sale that lets insiders sell about $10.3 billion of stock at roughly a $500 billion valuation. Although skeptical at first, the calculations reveal there is a path for OpenAI to deliver outsized returns.I cover:(0:00) The $500B question (01:11) Why the Nasdaq Index is the benchmark (03:35) Inside the OpenAI-Microsoft deal (05:50) The bull case: OpenAI's trillion-dollar path (09:33) The AI market explosion (12:39) The bear case: Competition and constraints (17:13) Exploring the models of tomorrow (20:58) The disruption premium (23:21) Where will OpenAI's revenue come from? (29:14) The final verdict
Wohoo, hey ya'll, Alex here,I'm back from the desert (pic at the end) and what a great feeling it is to be back in the studio to talk about everything that happened in AI! It's been a pretty full week (or two) in AI, with Coding agent space heating up, Grok entering the ring and taking over free tokens, Codex 10xing usage and Anthropic... well, we'll get to Anthropic. Today on the show we had Roger and Bhavesh from Nous Research cover the awesome Hermes 4 release and the new PokerBots benchmark, then we had a returning favorite, Kwindla Hultman Kramer, to talk about the GA of RealTime voice from OpenAI. Plus we got some massive funding news, some drama with model quality on Claude Code, and some very exciting news right here from CoreWeave aquiring OpenPipe!
The managed services provider (MSP) market is experiencing a paradoxical trend where revenue is increasing while the number of providers is decreasing. According to Canalys data, global managed services revenue surpassed half a trillion dollars in 2024, reflecting a year-over-year growth of 9.7%. However, the number of channel partners has slightly declined by 0.6%, with large MSPs rapidly acquiring smaller ones. This consolidation trend has led to a significant shift in the market dynamics, where smaller MSPs struggle to compete against larger firms that possess superior resources and pricing power.To survive in this competitive landscape, smaller MSPs must adopt focused strategies, targeting specific customer segments or industries. By doing so, they can achieve higher profit margins, with specialized MSPs reporting EBITDA percentages between 15% to 30%, compared to just 7% for those lacking focus. The article emphasizes that smaller MSPs have several options: they can sell to larger firms, acquire smaller peers, focus on niche markets, or leverage partnerships to remain competitive. The reality is that the middle tier of MSPs is rapidly disappearing, and those who attempt to serve everyone may find themselves at a disadvantage.In addition to the MSP market dynamics, the podcast discusses recent legislative developments, including Michigan's new laws addressing deepfakes, which make it illegal to create AI-generated sexual imagery without consent. This reflects a growing trend across the U.S. to combat nonconsensual abuse imagery, with most states now having similar laws. Furthermore, the U.S. Treasury has imposed sanctions on individuals and entities linked to North Korea's illicit IT worker schemes, highlighting the security risks posed by fraudulent practices in the tech industry.The episode also covers the latest advancements in AI-powered security solutions from various vendors, including Thrive, Addigy, Arctic Wolf, and Acronis. These companies are rolling out new services and products designed to enhance security operations and protect data. The overarching theme is that as technology evolves, the risks associated with it are also increasing, and IT service providers must adapt to these changes by offering value-added services that help clients navigate the complexities of compliance and security in a rapidly changing environment. Four things to know today 00:00 MSP Market Expands to $500B as Provider Count Shrinks Amid Rapid Consolidation04:10 From Abuse Imagery to Supply Chain Threats, Regulation Struggles to Keep Up With Emerging Risks07:45 AI Everywhere: Thrive, Security Vendors, OpenAI, and Microsoft Redefine Service Provider Playbook12:39 D&H and Nutanix Growth Signals Services-Led Future as Distributors and Vendors Push Into MSP Territory This is the Business of Tech. Supported by: https://scalepad.com/dave/ https://cometbackup.com/?utm_source=mspradio&utm_medium=podcast&utm_campaign=sponsorship All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech
Hey,Waymo looks like the winner in self-driving.It's fully autonomous. Ultra-precise. Barely crashes.But Waymo's success is an illusion.And Tesla is set to leapfrog them.Not by building the best tech, but by deploying it the smartest.Waymo is expanding city by city.Its cars are packed with sensors. Each road is pre-mapped.It's safe, but slow and expensive.Tesla is moving much faster.They've already shipped over 500,000 semi-autonomous cars globally.Those vehicles are collecting billions of real-world miles, training a system that learns on the fly.No lidar. No pre-mapping. Just cameras, neural nets, and fast iteration.Tesla sends out new software every few weeks.The goal?One update that turns millions of Teslas into robotaxis overnight.Elon says they're 2–3 years from making that happen.But the deeper story isn't just about Tesla's strategy.It's the pattern — the same playbook Elon's used for rockets, electric vehicles, AI, and now robotaxis.Four founder lessons from Elon's approach:* Solve problems in the right order: Elon always seems to ask: What's the one constraint that, if solved, makes everything else easier? With self-driving, Elon didn't start with full autonomy. He started by solving the real blocker: distribution. Deploy semi-autonomous cars first, then farm real-world training data at scale to improve the product.* Find the non-obvious solution to the obvious problem: If everyone agrees on an approach, Elon will almost always do the opposite. At SpaceX, the big barrier was cost. Most people assumed the solution was better spacecraft. But Elon bet on reusable rockets instead — and changed the economics of space entirely.* Build for tomorrow's constraints: Elon doesn't care about being right today. He cares about being right in the end. With EVs, he didn't listen to early skeptics and wait for battery breakthroughs or charging networks. He built an electric sports car people wanted — then let infrastructure follow demand.* Turn users into advocates: This is a similar play to Airbnb and Uber: Build something people love and profit from, and they'll fight to protect it. Elon's version? He wants your Tesla to become your side hustle, earning money as a robotaxi while you sleep. Owners won't just want autonomy — they'll lobby for it.Tesla's robotaxi plan might be Elon's biggest bet yet, and the one that proves the pattern works at global scale.I break down the full strategy here:Chapters(00:35) Why Waymo seems unstoppable(01:46) Tesla's dropout advantage(02:38) How Tesla hacked the liability problem(03:20) The four-move checkmate to autonomy(04:28) Your Tesla's secret side hustle(05:38) Elon's genius failure formulaTranscriptTesla has got a massive problem with its self-driving tech, but no one is talking about what happens when they fix this issue because Waymo success is an illusion. And Tesla is on track to leapfrog them with a strategy to deploy a fleet of Robotaxis in every city around the world, all within the next three years made possible by Elon's playbook. That's continuously defied the odds and skeptics.First, let me introduce you to who everyone thinks is the market leader. Imagine you're in downtown San Francisco, you open an app, tap a button, and a car glides up. No driver, just empty seats waiting for you. That's Waymo. It started inside Google back in 2009. Today it's also live in cities like Austin and Phoenix.Each car is a rolling super sensor, 29 cameras plus lidar and radar. It fires millions of laser pulses every second to build a 3D model of the street. It can see shapes, judge distances, and track movement faster than any human.But the real magic isn't the hardware, it's the prem mapping. Before a single passenger steps in Waymo vans have already driven those same roads hundreds of times, recording every traffic light, curb, and road marking. When a Waymo robot taxi hits the road, it's not just reacting, it's cross-checking live data against a blueprint. It's like deja vu for robots. The results are hard to argue with. Waymo has only been at fault in one crash since launch. It's now handling 250,000 rides per week on paper. Waymo looks like it's already won the race, but the question isn't does it work? It's how fast can they take this global? That's where things get interesting.In the opposite corner, there's Tesla, no lidar, no radar. Just nine cameras worth a thousand dollars. Instead of custom mapping cities,Tesla's cars, figure it out on the fly. It's like dropping someone in Rome and telling them to drive. Tesla calls it vision-based ai.It's a system relying only on cameras and neural nets to interpret the world. Unlike Waymo's cautious rollout, Tesla ships over there updates to users every few weeks. All while collecting billions of miles of real world footage.At first glance, Waymo's Tech looks superior. Cameras have less rain than lidar. They struggle in rain fog or at night. To be fair, this isn't apples to apples. Waymo's are fully driverless. Teslas are still semi-autonomous, but that's the point. Waymo's a valedictorian who studied too hard. Tesla's a dropout who's already making money.So how is Tesla getting away with it? The answer is liability hacking. Since Tesla's system is still semi-autonomous, it's classified as driver assistance.That means the human behind the wheel is still legally responsible. If something goes wrong, it's your fault. Most of the time it's not Tesla. If Tesla had gone the Waymo route, they'd be on the hook for every crash. But by offloading liability to the driver with partial autonomy, Tesla gets to avoid approvals, delays, and lawsuits that's not just clever legal work. It's what unlocks Tesla's biggest advantage in ai, real world data at scale.Waymo's launching like NASA, slow, precise, and expensive. Tesla's doing it like SpaceX, ship fast, then learn from failure.. Here's Tesla's four step strategy.One, deploy semi-autonomous vehicles. There are already 500,000 on the road. Two, collect billions of miles of real world data. Three, train the AI on edge cases.Lab testing. Can't replicate four. Flip the switch instantly upgrading the entire fleet overnight via software update. That's 6 million Teslas turned into fully autonomous vehicles.Right now Tesla is deep into steps two and three, but step four won't happen until they hit an AI safety threshold. This is where governments agree. Tesla's AI is statistically safer than a human driver. Tesla estimates it'll take about 6 billion miles of data to clear that bar.This year, a model Y delivered itself to a customer. The robotaxis went live in Austin, already covering more ground than Waymo's service. And their semi-autonomous fleet has logged 3.6 billion miles at this pace. They're two to three years away from flipping the switch and leaving everyone else behind.But will the public trust Tesla's technology?Elon's end game isn't owning a fleet. He wants you and your car to become the fleet. Tap a button and your Tesla joins. A pool of robo taxis making money while you sleep. Think Uber, but you don't have to drive the car.It could turn every Tesla into an appreciating asset, justifying higher margins, pricing power, and long-term valuation..This is Elon's master stroke. When autonomy arrives, millions of Tesla owners will have money riding on it. They'll advocate for regulatory approval, maybe not out of belief, but out of profit.. It's the same playbook. Uber and Airbnb used. Build something people love and earn from, then regulators will have little choice, but to legalize it, wall Street gets it. Tesla's $800 billion. Valuation assumes autonomy works. If it fails, that value disappears. But investors aren't just betting on autonomy, they're betting on a story they've already seen.Tesla's Robotaxis strategy follows a pattern Elon has used before. Look at SpaceX critic said he couldn't build better rockets than nasa, but that was never the point. He made space exploration cheaper by creating reusable rockets.After years of blowing them up and learning. SpaceX now handles 80% of the world's payload. It's the same with electric cars. Elon didn't care that batteries were weak or charging took too long. He bet that if he built a car, people want it, the infrastructure would follow demand. That's why Tesla started with a hundred thousand dollars sports car, not a budget sedan.Elon's pattern is that his companies look like expensive failures until they suddenly work. His Robo Taxii strategy is the same play. Waymo might beat Tesla in precision, but Tesla's betting it can beat everyone in distribution. There are four things founders can learn from Elon's approach. One, solve problems in the right order. What's the constraint that if solved, makes everything else easier? Two, find a non-obvious solution to the obvious problem.When everyone agrees on an approach, Elon does the opposite. Three, build for tomorrow's constraints. Elon doesn't care about being right today. He cares about being right in the end. Four, turn customers into advocates. When they love what you build, they'll fight for it. But most importantly, sometimes you just have to lock in, block out the noise and build.Consensus creates comfort while conviction builds empires.Hiten=)Hiten Shah is free today. But if you enjoyed this post, you can tell Hiten Shah that their writing is valuable by pledging a future subscription. You won't be charged unless they enable payments. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.hiten.show
Rural Health News is a weekly segment of Rural Health Today, a podcast by Hillsdale Hospital. News sources for this episode: Phillip L. Swagel, Director, “CBO's Estimate of the Statutory Pay-As-You-Go Effects of Public Law 119-21,” August 15, 2025, https://www.cbo.gov/system/files/2025-08/61659-SPAYGO.pdf, Congressional Budget Office. Bill Heniff Jr., “Budget Enforcement Procedures: The Senate Pay-As-You-Go (PAYGO) Rule,” January 9, 2023, https://www.congress.gov/crs-product/RL31943, Congress.gov. Madeline Ashley, “CBO report warns of nearly $500B in potential Medicare cuts,” August 18, 2025, https://www.beckershospitalreview.com/finance/cbo-report-warns-of-nearly-500b-in-potential-medicare-cuts/, Becker's Hospital Review. Alex Kacik, “Looming uninsured surge may overwhelm ERs. Here's who can help.” August 18, 2025, https://www.modernhealthcare.com/providers/mh-medicaid-cuts-er-overcrowdfng-kaiser-permanente/, Modern Healthcare. Michigan Center for Rural Health, “Michigan Center for Rural Health Releases Rural Health Equity Plan Focused on Advancing Equity in Rural Michigan,” August 18, 2025, https://mcrh.msu.edu/News-and-Events/News/2025/08/RHEP-2025. Rural Health Today is a production of Hillsdale Hospital in Hillsdale, Michigan and a member of the Health Podcast Network. Our host is JJ Hodshire, our producer is Kyrsten Newlon, and our audio engineer is Kenji Ulmer. Special thanks to our special guests for sharing their expertise on the show, and also to the Hillsdale Hospital marketing team. If you want to submit a question for us to answer on the podcast or learn more about Rural Health Today, visit ruralhealthtoday.com.
This week on the PayneCast:Ryan beach reviewTennessee names starting QBAuburn retiring Cam Newton's number 2 SEC going to 9 conference games in 2026CFB BeginsGHSA Games - Ringgold vs. Heritage on deckTSSAA Games - Rankin gets #500B.J. Coleman…authorRushmore of DuosBuy/SellBe sure you leave us a review and a rating. You can follow us on Spotify, Apple Podcast, YouTube, Facebook, & Instagram! Please send your comments, topics, and ideas to thepaynecast1@gmail.com.
The Trump administration is weighing a massive Fannie Mae and Freddie Mac IPO that could value the mortgage giants at $500 billion. What would this mean for real estate investors, housing finance, and mortgage rates? In this episode, Kathy Fettke breaks down the potential risks and opportunities, from investor windfalls to housing affordability concerns, and why the outcome could reshape U.S. housing markets for decades. JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1 FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS
Send us a text00:00 – OpenAI Tender Eyes $500b Valuation06:32 – Cohere Raises at $6b Valuation 12:11 – n8n Raises at $2.3b Pre-MoneyNick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company…X - @clint_sorenson…LinkedIn - www.linkedin.com/in/csorensoncfacmtAaron Dillon = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs…X - @AaronGDillon…LinkedIn - www.linkedin.com/in/aarondillonnyc
For this episode, we brought on Ed Zitron to make the bear case against large language models and walk us through his “Hater's Guide To The AI Bubble.” In this fiery debate with Eric Newcomer, Tom Dotan, and Madeline Renbarger, we dig into whether generative AI is the next platform shift or a $500B mirage. From the viral TaskRabbit CAPTCHA myth to SoftBank's high-stakes bets, we debate the hype, shaky economics, and media spin driving the AI boom.
For this episode, we brought on Ed Zitron to make the bear case against large language models and walk us through his “Hater's Guide To The AI Bubble.” In this fiery debate with Eric Newcomer, Tom Dotan, and Madeline Renbarger, we dig into whether generative AI is the next platform shift or a $500B mirage. From the viral TaskRabbit CAPTCHA myth to SoftBank's high-stakes bets, we debate the hype, shaky economics, and media spin driving the AI boom.
My YTD portfolio beats the S&P - what mistakes I've made. Plus an in depth look at Alpha Picks losers and how to make them winners. Here are the links to all the sales: SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM
Send us a textWhat company made more profits in one quarter than McDonald's, Nike, and Netflix combined in an entire year? NVIDIA. And that's just the beginning of this incredible story.In this comprehensive episode, I break down NVIDIA's historic $4 trillion market cap milestone and the shocking China policy reversal that added $30 billion to their revenue projections overnight.What You'll Learn:How NVIDIA's Q1 2024 profits ($143.88 billion) dwarf major corporationsThe China H20 chip ban reversal and its massive implicationsMy SEC framework analysis: Stability, Earnings, CompetitivenessWhy NVIDIA's CUDA platform creates "digital handcuffs" for developersThe iPhone vs Android analogy that explains NVIDIA's competitive moatWarren Buffett's 24-26% portfolio rule and why it mattersCurrent valuation concerns ($178 vs $170 fair value)Portfolio strategy for both current holders and potential buyersKey Developments Covered:Morningstar's "pleasingly surprised" $30B revenue upgradeAI market expansion from $500B to $563B by 2028Sovereign AI trend creating billions in new opportunitiesBlackwell platform recovery and margin expectationsGeopolitical risks that could reverse gains quicklyInvestment Framework: Stability, Earnings, and Competitiveness (SEC) Using my SEC analysis method, I evaluate NVIDIA's financial stability ($53B cash, minimal debt), explosive earnings growth (114% revenue increase), and widening competitive moat through CUDA ecosystem lock-in.Bottom Line: Great company, but now overvalued. Smart position sizing and patience may be rewarded.Perfect for: Tech investors, AI enthusiasts, retirement planners, and anyone trying to understand one of the market's most important companies.Episode Length: 21 minutes of deep analysis and actionable insightsDisclaimer: Educational content only. I own NVIDIA stock. Not investment advice. Consult qualified professionals for personalized guidance.Connect with me:YouTube: Retirement Learning Lab, From Retirement Insecurity to Complete ControlLinkedIn: Van Richards, ChFC, RICP, Van Richards, ChFC®, RICP® | LinkedInFull video analysis available on YouTube, https://youtu.be/Y7OPRV9QMfQ
The AI Breakdown: Daily Artificial Intelligence News and Discussions
First, a collection of first reactions to GPT-5. This week saw major AI shifts — from web-scraping battles to the brutal economics of AI coding startups. Cloudflare took aim at Perplexity over “stealth crawling,” Google defended AI overviews against claims they hurt web traffic, and reports revealed that coding firms like Windsurf and Replit face severe negative margins despite rapid growth. Also in the mix: Google's Jules coding agent launch, N8N's potential $2.3B valuation as the first pure-play agentic company, Microsoft's talent raids on Google DeepMind, and OpenAI's $500B secondary talks with $1.5M employee bonuses and $1 government-agency deals. Together, these stories show the fierce power struggles and harsh economics shaping AI's next era.Brought to you by:KPMG – Go to https://kpmg.com/ai to learn more about how KPMG can help you drive value with our AI solutions.Blitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months AGNTCY - The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at agntcy.org Vanta - Simplify compliance - https://vanta.com/nlwPlumb - The automation platform for AI experts and consultants https://useplumb.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdownInterested in sponsoring the show? nlw@breakdown.network
How many more times can we report on a week in tech that changed the world? But here we go again…. We just had a week in Silicon Valley where everything, supposedly, changed. At least according to Keith Teare, publisher of the tech That Was the Week weekly newsletter. But last week really really was a special week, Keith insists. It was the week when AI became an actor. When it broke all our traditional software assumptions by becoming an actor, not an app. It was the week AI entered what Keith calls its 'Stone Age' - the moment machines finally got their own tools and began using spreadsheets, databases, and documents without being explicitly told to. If Keith is right, we're about to live in a world where toys talk back to children and cars introduce themselves to their new owners. Yes, AI is in the earliest stages of learning to think for itself. It was, indeed, just another historic week in Silicon Valley.1. AI Has Crossed the Tool-Use ThresholdThis week marked AI's transition from being a tool humans use to becoming an independent actor that chooses and uses its own tools. ChatGPT can now autonomously access spreadsheets, databases, and documents - Keith compares this to humanity's leap from the Stone Age to the Tool Age.2. OpenAI's $500B Valuation Isn't Crazy - It's StrategicDespite seeming absurd, OpenAI's path from $50B to $500B valuation in 18 months follows classic tech playbook: prioritize growth over early profits ("early profit is mismanagement"), focus on 90% gross margins, and build the biggest possible "money printing machine" before optimizing for profitability.3. Software and Hardware Are Being RedefinedWe're moving toward a world where software becomes invisible - delivered through conversational interfaces rather than visual apps - and hardware becomes interactive through embedded AI. Think toys that talk back to children and cars that introduce themselves to owners.4. Creative Generalists Will Thrive, Specialists Are at RiskAI threatens specialists with rule-based skills (consultants, certain scientists) but enhances "audacious" creative generalists who can think outside the box. AI excels as a servant or co-pilot but can't yet replace original thinking or path-breaking creativity.5. We're Entering an Age of AI EmbeddednessThe future isn't about using AI apps - it's about living in a world where AI is embedded in physical objects and environments, making the entire world interactive. This represents a fundamental shift from digital interfaces to ambient intelligence.Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe
Send us a text00:00 - Intro00:54 - OpenAI Tender Eyes $500b Valuation01:38 - OpenAI Offers Govt ChatGPT for $102:14 - OpenAI Releases Open-Weight Models02:57 - OpenAI Launches GPT-5 Model03:33 - Bullish Targets $4.23b IPO Valuation04:46 - n8n Raises at $2.3b Pre-Money05:47 - Figure Technology Files $3.3b IPO06:37 - Clay Raises $100m at $3.1b07:21 - Groq Hosts OpenAI Open Models08:25 - ElevenLabs Launches AI Music Generator09:28 - Brex Secures EU Payments License
Today's Headlines: Putin wants to meet with Trump next week to talk about ending the war in Ukraine, and Trump says he's hoping to follow that up with a three-way summit with Zelensky. While that's brewing, Trump's playing tariff hardball—he just doubled tariffs on Indian goods to 50% to punish them for buying Russian oil (which… they already said they were going to keep doing). He also announced 100% tariffs on imported semiconductor chips unless companies build in the US, but Apple's apparently promised $100B in US investments, so they're cool. In Georgia, a 28-year-old Army sergeant shot five fellow soldiers at Fort Stewart before being tackled by other troops. Everyone's expected to recover, and the Army's investigating. The Library of Congress had to admit that major sections of the Constitution—like habeas corpus and the emoluments clause—were missing from their site due to a “coding error.” Sure. RFK Jr., now head of Health & Human Services, just canceled $500B in contracts for mRNA vaccine development because he doesn't trust the science. Meanwhile, OpenAI inked a $1 deal to give the federal government access to its AI tools next year. And for some good news: crime in the U.S. hit a 20-year low in 2024, and early 2025 data says it's still going down. Resources/Articles mentioned in this episode: Axios: Putin proposed summit with Trump: White House AP News: Trump to put additional 25% import taxes on India, bringing combined tariffs to 50% WSJ: Trump Exempts Tech Companies That Invest in U.S. From 100% Chip Tariffs AP News: Army sergeant shot 5 soldiers before he was tackled and arrested at Fort Stewart, officials say Axios: Library of Congress blames "coding error" for missing sections of online Constitution NBC News: RFK Jr. cuts $500 million in mRNA vaccine contracts, dealing major blow to promising area of research Wired: OpenAI Announces Massive US Government Partnership Axios: Nation's violent crime rate fell in 2024 to lowest in 20 years: FBI Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode features a large news slate: Hulu, Disney+ to merge in 2026, OpenAI targets $500B valuation, and Uber approves $20B stock buyback. Roundtable: Retirement Income Sources Webinar https://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support. Thank you for listening.
OpenAI is eyeing a blockbuster $500B valuation in new talks for an employee share sale. We dig into the details and who stands to gain the most in any potential deal.
OpenAI is racing to build a 5GW AI infrastructure empire with Oracle, which will cost $30B a year and create enough juice to power 4 million homes. Stargate, its $500 billion dollar SoftBank partnership, however, is lagging behind, and is still yet to secure a single data center deal.Featured Guest: Jake O'Shea, principal, Antler
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
A daily Chronicle of AI Innovations in July 22 2025Calling All AI Innovators | AI Builder's ToolkitHello AI Unraveled Listeners,In today's AI Daily News,
Linear thinking squanders $500 billion annually. The revelation? Ecosystemic collaboration across value chains unlocks it.Textile innovators shatter assumptions—strategic design choices create immediate circular economics. Dr. Rawaa Ammar, Chief Sustainability & Impact Officer at Resortecs, reveals a counterintuitive reality: While companies optimize in isolation, the industry collectively discards $500 billion in materials (equivalent to one garbage truck of textiles every second). Ecosystemic design captures 85-90% through active disassembly—but only when entire value chains collaborate.Unexpected Paradigm Shifts:→ Value Chain Orchestration: Success requires collaboration across entire ecosystems (brands, collectors, recyclers)—silos prevent circular economics → Scale Inversion: Siloed, manual processes hit scaling walls—you can't "hire more workers" for circular economics → Critical Materials Redefinition: Cotton becomes strategically critical when supply chains break (Suez Canal delays cost billions) → Policy Innovation Engine: EU's 16 textile regulations generate ecosystemic collaboration and profit centersEconomic Reality: → 100 billion garments produced annually,
Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street rebota tras corrección arancelaria: Futuros al alza: $SPX +0.2 %, $US100 +0.3 %, $INDU plano. El mercado intenta estabilizarse tras el impacto del anuncio de aranceles del 25 % a Japón y Corea a partir del 1 de agosto. UBS advierte que podrían añadir +0.1–0.2 pp a la inflación. China amenaza con represalias. Hoy se publica el informe de crédito al consumo (esperado: $10.4B). • India acelera alianza energética con EE.UU.: Desde mayo 2025, India compra GLP norteamericano y planea elevar esa proporción al 10 % desde 2026. Estudia eliminar aranceles al propano y butano de EE.UU. y proyecta expandir su comercio bilateral a $500B para 2030. Se espera anuncio de miniacuerdo comercial hoy. • Vistra recibe extensión nuclear clave: $VST obtuvo aprobación para extender la operación de su planta nuclear Perry hasta 2046. La empresa opera 6 centrales con 6 500 MW, suficiente para 3.25 millones de hogares. Refuerza su posición como uno de los principales operadores nucleares del país. • Exxon y QatarEnergy descubren gas en Chipre: $XOM y QatarEnergy reportan nuevo hallazgo en el pozo Pegasus-1, segundo en el Bloque 10 tras Glaucus. Aún sin cuantificar el volumen, se suman a las seis reservas descubiertas en la ZEE chipriota desde 2011. Se esperan más estudios en los próximos meses. Una jornada marcada por la reacción a medidas arancelarias, avances en energía limpia y hallazgos clave en el sector energético. ¡No te lo pierdas!
In this episode of Impact at Scale, Zal Dastur speaks with Luke Henning, Chief Business Officer and Co-Founder of Circ, a company on a mission to eliminate textile waste through cutting-edge recycling technologies.Luke shares Circ's journey from bio-based chemicals to becoming a global leader in textile-to-textile recycling, the brutal challenges of scaling hard tech, and the role of brands, consumers, and regulation in reshaping the fashion industry.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1078: Today we're talking stormy shareholder meetings at Nissan, the EV factory tours drawing crowds in China, and the Gen Z men getting caught outsourcing their work to AI.Show Notes with links:Nissan's new CEO Ivan Espinosa faced intense scrutiny from investors at his first annual shareholders' meeting as he moves forward with a bold restructuring plan and ends Renault's board influence.Espinosa replaces ousted CEO Makoto Uchida, part of a March leadership overhaul aimed at reviving a struggling Nissan.Longtime partner Renault lost direct influence as its board reps, including Chairman Jean-Dominique Senard, were removed—marking a clear shift toward Nissan independence.Shareholders grilled Espinosa on governance, executive pay, and the automaker's U.S. and Japan strategy.Nissan plans to cut 20,000 jobs, shut 7 factories, and save ¥500B ($3.46B) by March 2028.It projects a ¥200B ($1.38B) Q1 loss, including ¥450B ($3B) in expected U.S. tariff hits.One attendee described the Q&A as “stormy,” saying Espinosa was “smooth and fluent… but equivocated without substance.”EV factory tours have become a cultural sensation in China, with tens of thousands scrambling each month for a glimpse behind the robotic curtain of brands like Xiaomi and Nio.Xiaomi Auto's factory receives over 27,000 applications per night for limited tour slots, offering racetrack test drives and now souvenirs.Nio drew 130,000 visitors last year; several other automakers are jumping on board.What began as three monthly tours at Xiaomi has expanded to weekday and weekend offerings for over 1,100 visitors.Visitors describe vast facilities with “only a handful of workers” as robots handle most of the labor.“It offers a chance to not only see the production line up close, but also experience the human side of the brand,” said analyst Freya Zhang.A new survey reveals that while AI boosts Gen Z productivity, a surprising number—especially men—are bending the rules by passing off AI work as their own.40% of Gen Z men admitted to submitting AI-generated work as their own; only 20% of women did the same.Nearly 1 in 3 Gen Z workers have knowingly broken company policy using AI and 30% say they've created fake work with AI to appear more productive.42% of Gen Z men say they worry AI could replace them at work—compared to just 33% of women.23% of men said they couldn't do their job without AI; only 14% of women felt that way.Eva Chan, career expert at Resume Genius, “The concern is workers start outsourcing not just tasks, but their judgment, confidence, and even their voice.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
What's really happening behind the headlines? How will the economy be affected by tariffs and trade wars, oil spikes, interest rate confusion, and AI infrastructure? And how could Operation Stargate, the $500 billion AI project, reshape the global economy?Joined by Dalton Helvey, Senior Portfolio Manager at U.S. Private Wealth and Wall Private Wealth, we unpack what's really driving today's markets. Interest rates are holding steady, Palantir's making headlines, and global supply chains are shifting fast. We explore how investors are thinking about crypto, defense, AI, and where smart capital is flowing in this new economic landscape.
The NIA boys discuss PSG's Win, Dyson's $20B Run, Mary Meeker's Trends, Waymo vs. Lyft & $500B+ Middle East AI Deal Timestamps:(00:00:00) - Intro(00:00:56) - PSG Win(00:07:07) - Dyson's $20B Run(00:28:12) - Mary Meeker's Trends(00:35:02) - Waymo vs. Lyft(00:43:09) - $500B+ Middle East AI Deal What Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast Hosted on Acast. See acast.com/privacy for more information.
Swan Signal Live – Episode Recap (May 17, 2025)Title: “All-Time High Week: Bitcoin Blasts to $111K, LBE Stocks Surge, and the Debt Train Rolls On”Guests: Brady Swenson, Alex Stanczyk, Steven Lubka, John Haar (Swan Private)
The dollar will lose its status as the world's reserve currency & the greatest wealth transfer in history is already underway - warns the founder of one of India's fastest-growing unicorns!In this episode, Deepak Garg, founder of Rivigo and AnywhereJobs shares why Rivigo's iconic Relay model succeeded, and what ultimately limited it. He predicts Zomato's dominance, questions funding choices of startups and shares why India may miss the AI revolution without a radical energy shift.From Bitcoin vs. gold and Trump's potential Nobel Peace Prize to Tesla becoming a $30 trillion company, Deepak's predictions are bold and grounded in years of pattern recognition.If you're a founder, investor, or macro nerd, this is an episode you won't forget.0:00- Rivigo & Anywhere Jobs02:16 – When your business outgrows the market04:18 – Capital raising is a Double-edged sword05:02 – Which ideas truly need funding?07:33 – Build teams with Accuracy, not Kindness09:39 – How to know if you've chosen the right market?10:41 – Why Zomato is India's best Consumer tech bet16:00 – How the Power is shifting b/w nations today?20:18 – Will Dollar cease to be a Reserve currency?22:36 – Is Bitcoin better than Gold?26:59 – Who will be the Next global Superpower?31:56 – India in the Next 20 years34:22 – When 2 players control 80% of India's Private sector35:52 – Why China is far ahead of India in Nuclear Energy?40:17 – Will Trump win a Nobel Peace Prize in 2025?42:01 – How Tesla could become a $30 trillion company?47:15 – Wealth transfer from Wall Street to Main Street50:30 – Where India should focus in AI-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text
00:03:50 - 00:18:12Trump's $175 billion Golden Dome missile defense system aims to use space-based interceptors to counter advanced missiles, but China warns it risks militarizing space and sparking an arms race. Congress estimates costs at $500 billion over 20 years. Russia's nuclear-powered Burevestnik missile, with unlimited range, could render it obsolete, raising concerns about budget overruns and SpaceX's involvement. 00:18:36 - 00:26:10Neocons push for war with Iran, demanding its nuclear program's dismantlement, while MAGA influencers like Bannon and Greene favor diplomacy. This reflects public exhaustion with Middle East wars, opposing defense contractors' agendas, with the host noting a hopeful shift against escalation. 00:31:12 - 00:38:12The Pentagon, citing unverified Chinese “super soldier” claims, proposes genetic experiments on U.S. troops using CRISPR and mRNA, alongside biosurveillance. Ethical concerns arise over human experimentation and CIA ties, with deregulation favoring biotech firms, risking taxpayer funds and safety. 00:44:45 - 00:53:36Trump grants asylum to 54 Afrikaner South Africans facing violence and land confiscation, confronting Ramaphosa with evidence of “white genocide.” The host supports this, criticizing media deflections and narrow refugee definitions, emphasizing the severe persecution Afrikaners endure. 01:17:37 - 01:36:07The FDA now requires trials for COVID-19 vaccines for healthy people aged 6 months to 64, but approved high-risk group vaccines without data, rushed by Trump's “warp speed.” A Senate report reveals Biden officials hid myocarditis risks in young men, delaying warnings despite early signals, driven by corporate interests. Low vaccine uptake (13% kids, 23% adults) and rising heart issues highlight the cover-up. 01:36:07 - 01:40:50Medpage Today confirms RFK Jr.'s claim that the MMR mumps vaccine is ineffective, admitting Merck's fraudulent data, but dismisses him as a lawyer. Failed lawsuits left untested, harmful vaccines on the market, with one-third of trial kids facing health issues, exposing systemic vaccine regulation flaws. 01:48:10 - 02:01:35A bill strips states' AI regulation rights for 10 years, a Trump-backed federal power grab seen as unconstitutional. States urged to block AI infrastructure. Vermont pauses its EV mandate, citing weak tech and infrastructure, resisting California's 2035 EV push, which could set a national standard. 02:04:03 - 02:08:48Rep. Luna's bill seeks to repeal the Patriot Act, blamed for post-9/11 surveillance and rights violations. The host sees 9/11 as a pretext for wars and a police state, urging the act's end to curb intelligence agency abuses and restore privacy. 02:10:21 - 02:34:23Cecile Richards, dead at 67 from brain cancer, is condemned for leading 3.5 million abortions at Planned Parenthood and alleged fetal part sales. Her unrepentant stance, Freedom from Religion awards, and Biden's Medal of Freedom are criticized as anti-God. Kushner's 2017 funding offer was rejected. Abortion's 2024 toll (45.1 million, 42% of deaths) and 60% of African American deaths are called “black genocide.” GOP's funding via CARES Act ($80 million) and MAGA's defense of Trump's vaccines are slammed. 02:37:05 - 02:49:03Brown Foods' “Unreal Milk” and Israeli lab-grown dairy, like Wilk, claim to cut emissions by 82%, backed by Gates and USDA despite no farming. Biomilq targets infants, tied to C40's no-dairy push. Called “tumor milk,” it's criticized as an anti-agriculture, climate-driven scam with lax FDA oversight. 02:50:39 - 03:00:36Trump's “Gold Card” visa, costing $5 million, claims 250,000 applicants to raise $1 trillion, but only 277,000 global millionaires qualify. Offering tax-free foreign income and no country caps, it's decried as a corrupt deal for Trump's allies, bypassing vetting and America-first values.Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow 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 Find out more about the show and where you can watch it at TheDavidKnightShow.comIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr 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.
00:03:50 - 00:18:12Trump's $175 billion Golden Dome missile defense system aims to use space-based interceptors to counter advanced missiles, but China warns it risks militarizing space and sparking an arms race. Congress estimates costs at $500 billion over 20 years. Russia's nuclear-powered Burevestnik missile, with unlimited range, could render it obsolete, raising concerns about budget overruns and SpaceX's involvement. 00:18:36 - 00:26:10Neocons push for war with Iran, demanding its nuclear program's dismantlement, while MAGA influencers like Bannon and Greene favor diplomacy. This reflects public exhaustion with Middle East wars, opposing defense contractors' agendas, with the host noting a hopeful shift against escalation. 00:31:12 - 00:38:12The Pentagon, citing unverified Chinese “super soldier” claims, proposes genetic experiments on U.S. troops using CRISPR and mRNA, alongside biosurveillance. Ethical concerns arise over human experimentation and CIA ties, with deregulation favoring biotech firms, risking taxpayer funds and safety. 00:44:45 - 00:53:36Trump grants asylum to 54 Afrikaner South Africans facing violence and land confiscation, confronting Ramaphosa with evidence of “white genocide.” The host supports this, criticizing media deflections and narrow refugee definitions, emphasizing the severe persecution Afrikaners endure. 01:17:37 - 01:36:07The FDA now requires trials for COVID-19 vaccines for healthy people aged 6 months to 64, but approved high-risk group vaccines without data, rushed by Trump's “warp speed.” A Senate report reveals Biden officials hid myocarditis risks in young men, delaying warnings despite early signals, driven by corporate interests. Low vaccine uptake (13% kids, 23% adults) and rising heart issues highlight the cover-up. 01:36:07 - 01:40:50Medpage Today confirms RFK Jr.'s claim that the MMR mumps vaccine is ineffective, admitting Merck's fraudulent data, but dismisses him as a lawyer. Failed lawsuits left untested, harmful vaccines on the market, with one-third of trial kids facing health issues, exposing systemic vaccine regulation flaws. 01:48:10 - 02:01:35A bill strips states' AI regulation rights for 10 years, a Trump-backed federal power grab seen as unconstitutional. States urged to block AI infrastructure. Vermont pauses its EV mandate, citing weak tech and infrastructure, resisting California's 2035 EV push, which could set a national standard. 02:04:03 - 02:08:48Rep. Luna's bill seeks to repeal the Patriot Act, blamed for post-9/11 surveillance and rights violations. The host sees 9/11 as a pretext for wars and a police state, urging the act's end to curb intelligence agency abuses and restore privacy. 02:10:21 - 02:34:23Cecile Richards, dead at 67 from brain cancer, is condemned for leading 3.5 million abortions at Planned Parenthood and alleged fetal part sales. Her unrepentant stance, Freedom from Religion awards, and Biden's Medal of Freedom are criticized as anti-God. Kushner's 2017 funding offer was rejected. Abortion's 2024 toll (45.1 million, 42% of deaths) and 60% of African American deaths are called “black genocide.” GOP's funding via CARES Act ($80 million) and MAGA's defense of Trump's vaccines are slammed. 02:37:05 - 02:49:03Brown Foods' “Unreal Milk” and Israeli lab-grown dairy, like Wilk, claim to cut emissions by 82%, backed by Gates and USDA despite no farming. Biomilq targets infants, tied to C40's no-dairy push. Called “tumor milk,” it's criticized as an anti-agriculture, climate-driven scam with lax FDA oversight. 02:50:39 - 03:00:36Trump's “Gold Card” visa, costing $5 million, claims 250,000 applicants to raise $1 trillion, but only 277,000 global millionaires qualify. Offering tax-free foreign income and no country caps, it's decried as a corrupt deal for Trump's allies, bypassing vetting and America-first values.Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow 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 Find out more about the show and where you can watch it at TheDavidKnightShow.comIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr 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.
Welcome back to the Alt Goes Mainstream podcast.Today's episode is with someone responsible for growing the footprint of one of the largest private markets businesses in the industry.We sat down at Goldman Sachs' 200 West office with Kyle Kniffen to discuss the evolution of the firm's work with the wealth channel and how an intensified focus on private markets is helping to drive the firm's strategic imperatives in asset and wealth management.Kyle is a Managing Director, Global Head of Alternatives, Third Party Wealth, at Goldman Sachs, which has over $500B of AUM in private markets. He's responsible for the distribution of both Goldman Sachs private markets products and third party products to the wealth channel.Kyle and I had a fascinating conversation about the most pressing trends and questions in private markets. We discussed:How lessons learned from traditional asset management have helped Goldman with its private markets business.The benefits of a broad platform when it comes to helping the wealth channel navigate private markets.Why advisors should integrate private markets solutions.How to build a wealth channel business.How to think about evergreen funds versus closed end funds.The next innovation in productization.Why co-investments are becoming more popular with the wealth channel.Are evergreen funds here to stay?Thanks Kyle for coming on the show to share your wisdom and expertise.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:42 Introduction to the Podcast and our Guest02:00 A message from our Sponsor, Ultimus Fund Solutions04:06 Kyle's Background and Journey04:18 Wealth Channel Strategies and Insights05:06 Goldman's Heritage in Private Markets05:28 Client Demand for Thought Partnership06:13 Public Markets Perspective07:07 Consultative Sales Approach07:21 Lessons from Institutional Segment09:05 Quality of Investment Flow10:51 Serving the Third Party Wealth Channel12:53 Client Segmentation and Customization15:16 Global Reach and Relationship Building22:43 Product Innovation and Future Trends27:12 Balancing Client Needs in Alternative Investments27:47 Who Should Invest in Alternatives?28:36 Asset Liability and Liquidity in Investment Strategies29:28 Technology Innovations in Private Markets30:00 Exciting Progress in Alternative Strategies30:46 Transparency and Communication in Investments31:14 The Puzzle of Private Market Structures31:54 Post-Sale Transparency and Investor Experience33:27 Engaging Clients Through Brand and Marketing35:37 Customization in Wealth Management37:24 Educating Advisors on Private Markets37:47 Delivering Unique Insights and Education39:01 Goldman Sachs Investment University41:09 Lessons from ETFs and Mutual Funds41:54 The Importance of Performance and Education43:11 Tools for Advisors and Real-Life Applications44:06 Understanding Private Markets' Impact on Portfolios47:19 Excitement Around Private Equity Secondaries49:02 Advisors' Interests in Tax-Advantaged Strategies49:47 The Role of Liquidity in Private Markets50:35 The Importance of Scale in Private Markets51:38 Future of Private Equity Secondaries52:14 The Permanency of Secondary Markets52:52 Conclusion: The Benefits of a Global Platform Editing and post-production work for this episode was provided by The Podcast Consultant.
Ethereum's most ambitious upgrade since the Merge is now live. The Pectra hard fork, which activated smoothly shortly after 6 am ET, delivers a powerful set of upgrades to Ethereum's execution and consensus layers, affecting everything from validator operations to transaction UX and data availability.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:15 Sponsor: iTrust Capital00:45 ETH upgrade complete01:13 $500B worth of UX improvements01:42 Pay gas Example02:55 Compounding validators04:00 Fidelity: blob upgrade was the most important unlock04:44 Blob limit already broken06:00 New L2's launching quickly06:23 Fusaka 10X Upgrade06:50 Fusaka before GTA 607:53 Adoption speed08:25 Unichain08:51 Everyone's all-in09:42 Polymarket upgrade10:15 Whale action10:51 Outro#Ethereum #Crypto #cryptocurrency ~Ethereum Upgrade A Success!
Carl Quintanilla discussed the biggest headlines for stocks alongside Sara Eisen and David Faber – who both joined the broadcast live from the Milken Institute's investment conference in Beverly Hills this hour. Citi CEO Jane Fraser and Treasury Secretary Bessent both pointing out a resilient consumer when it comes to the data… But CNBC's latest Fed Survey raising recession odds to 55% from 22% at the start of the year – what's driving the action. Plus: Goldman's Chief U.S. Equity Strategist gave his take on where markets go from here – and whether the Mag-7 tech trade can hold up. Also in focus: the latest from the ground at Milken – as the street's top CEOs, leaders, and regulators convene in California. David sat down with the CEOs of Ares (the firm manages $500B+ in assets) and Morgan Stanley Co-President Dan Simkowitz. Squawk on the Street Disclaimer
On this episode of the podcast, Arun Agarwal, CEO of Nextt and Chairman of the Texas Economic Development Corporation explores the rapidly growing economic relationship between the United States and India. Agarwal discusses India's ambitious goal to more than double bilateral trade with the United States from $190B to $500B by 2030, largely fueled by its youthful population and expanding export capabilities. The Texas Economic Development Chairman highlights India's rising prominence in pharmaceuticals and textiles as global supply chains shift away from China.Furthermore, Agarwal introduces the National Cricket League USA, a bold new effort to bring the game of cricket into the American sports mainstream.You can learn more about NEXTT by visiting nextt.com or you can follow him on X (formerly Twitter): @ArunAtNextt.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
En este episodio, repasamos los temas más importantes del día: • Wall Street celebra resultados tech: Los futuros suben con fuerza tras sólidos earnings de $MSFT (+8.2% premarket) y $META (+6.2%). $SPX +1.2%, $US100 +1.6% y $INDU +0.7%. Wall Street cerró con rebote tras la primera contracción del PIB desde 2022. Hoy se esperan datos de desempleo (224K), PMI e ISM de abril. • Trump impulsa vacuna universal: La administración lanza el programa “Generation Gold Standard” con $500B para desarrollar vacunas contra múltiples virus. Se usarán tecnologías clásicas como virus inactivados. Ensayos planeados para 2026; aprobación esperada en 2029. Involucra a $AZN, $GSK, $SNY, $PFE, $MRNA, $NVAX y otras. • Amazon amplía cobertura rural: $AMZN invertirá $4B en expandir su red de entregas en zonas rurales, cubriendo 13,000 códigos postales y creando 100,000 empleos. La iniciativa permitirá más de mil millones de paquetes adicionales al año. Acciones suben +2.7% tras el anuncio. Un episodio que destaca innovación médica, expansión logística y el poder de las tecnológicas en el mercado. ¡Dale play y no te lo pierdas!
Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in San Antonio, TX on June 11th & 12th? Visit: https://www.10xvets.com/events ____ Jeff Tegman is the Vice President of LCAB Holdings, a veteran-owned holding company redefining how the commercial construction industry attracts talent, maintains quality, and drives operational excellence. An Army veteran with an MBA in Engineering Management, Jeff leads LCAB's strategy of acquiring specialized construction companies, building a resilient network that addresses industry fragmentation and labor shortages while raising the standard for subcontractor performance. With a disciplined, long-term approach to leadership and growth, Jeff is committed to shaping a more efficient and sustainable future for commercial construction. He also mentors veterans and military spouses through American Corporate Partners (ACP) and serves as a Parent Advisory Group Member for DC Public Schools. In this episode of the SABM podcast, Scott chats with Jeff about: From Fragmentation to Opportunity: How Jeff and LCAB Holdings are solving the $500B construction productivity gap through strategic acquisitions. Scaling Through Cross-Selling: Building a diversified portfolio of construction trades to unlock new growth across customer networks. Leading Change with EOS: Why implementing the Entrepreneurial Operating System (EOS) is critical to successful post-acquisition integration. Investing in the Full Picture: How LCAB structures investments to give investors exposure to an entire portfolio, not just one company. Building the Future with Talent: Why recruiting veterans and strong leaders is the key to scaling LCAB's vision across new markets. Timestamps: 00:48 Overview of LCAB Holdings 01:32 Challenges and Opportunities in the Construction Industry 04:08 Investment Strategy and Acquisition Process 06:34 Geographic Focus and Market Expansion 12:04 Acquisition Integration and Best Practices 18:44 Funding and Investor Relations 21:27 Personal Insights and Future Goals 35:48 Conclusion and Contact Information Connect with Jeff: LinkedIn Email: jeff@lcabholdings.com www.lcabholdings.com If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Jeff for joining me this week. Until next time! -Scott Mackes, USNA '01
In this episode of The Startup Podcast, Chris Saad and Yaniv Bernstein react to former Meta executive Sarah Wynn-Williams' jaw-dropping testimony in front of the US Senate Judiciary Committee. She alleges Facebook put profits above all else—including the mental health of young users and even national security.Plus, we discuss the political theater of NVIDIA's $500B commitment to US AI infrastructure, the All-In Podcast's unexpected showdown between billionaires and policy heavyweights, and briefly touching on OpenAI's latest drop: the GPT-4.1 model.In this episode, you will;• Discover what the whistleblower claims Meta did to manipulate teen users• Understand the China connection and how censorship tools allegedly fit in• Hear why the hosts compare Meta's behavior to the tobacco industry• Learn how this trial could reshape public and legal perception of Big Tech• Analyze whether NVIDIA's $500B “AI in America” move is genuine or political theater• Break down Ezra Klein and Larry Summers' takedown of the All-In bros• Explore OpenAI's GPT-4.1 model and what it means for the future of software engineering• Reflect on whether personal AI agents like ChatGPT are becoming too indispensable to switch away from• Learn if AI just a buzzword — or the key to survival in a volatile startup landscapeThe Pact Honour The Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSubscribe to the TSP Mailing List to gain access to exclusive newsletter-only content and early-access to information on upcoming episodes: https://thestartuppodcast.beehiiv.com/subscribe Secure your official TSP merchandise at https://shop.tsp.show/ Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGg Give us a public shout-out on LinkedIn or anywhere you have a social media following Key linksThe Startup Podcast is sponsored by Vanta. Vanta helps businesses get and stay compliant by automating up to 90% of the work for the most in demand compliance frameworks. With over 200 integrations, you can easily monitor and secure the tools your business relies on. For a limited-time offer of US$1,000 off, go to www.vanta.com/tsp.Get your question in for our next Q&A episode: https://forms.gle/NZzgNWVLiFmwvFA2A The Startup Podcast website: https://tsp.show Learn more about Chris and YanivWork 1:1 with Chris: http://chrissaad.com/advisory/ Follow Chris on Linkedin: https://www.linkedin.com/in/chrissaad/ Follow Yaniv on Linkedin: https://www.linkedin.com/in/ybernstein/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurContent Strategist: Carolina Franco https://www.linkedin.com/in/francocarolina/Intro Voice: Jeremiah Owyang https://web-strategist.com/
Pre-show: Marco messed with the system Zoom F1 USB Pre 2 Schitt Jotunheim Follow-up: New “Boundless” immersive episode: Arctic Surfing Bono Autobiography Prospects for humanoid robots macOS testing (via Anonymous) With apologies to Joe Rosensteel Exhibit A Exhibit B Exhibit C Netflix’s Apple TV integration It’s more than just the app (via Serena) What purpose does the TV app serve? (via Daniel Luz) Implementation details (via Anonymous) iPhone 16e Name implications Possible role? (via Patch) Apple C1 MagSafe isn’t a problem No, really C1 is “just the start” Wendover video link It’s really quite impressive (via Pedro Fernandes) 0.0000000000000316 W Andru Edwards’ Behind-the-Scenes Tour Qualcomm licensure? (via Casey in episode 476 at around 40m) FTC vs. Qualcomm 2018 article on licensing costs The licensing costs were also lowered in 2018 Gurman on future Cx chips Apple investigates custom Wi-Fi chips as well Apple approves new wording for emails Not just in the EU Apple pulls Advanced Data Protection in the UK Full statement Screenshot Time for pressure (via Berbakay)
Siri is getting worse before it gets better, Bono is getting a film, and the Apple Vision Pro is at last getting Apple Intelligence, on the AppleInsider Podcast.Contact your hosts:@WGallagher on TwitterWilliam's 58keys on YouTubeWilliam Gallagher on emailWes on BlueskyWes Hilliard on emailLinks from the Show:iPhone 16e review roundup: an okay, if compromised, device without a marketApple could have sold me an iPhone SE 4, but it won't sell me the iPhone Rumors about a 2026 iPhone 17e have already startedNew in iOS 18.4 developer beta 1: Apple Intelligence changes, Apple News+ food moreRecipes, restaurant reviews, and kitchen tips coming to Apple News+Hands on with Apple Intelligence on Apple Vision ProiPhone 17 Pro Max leak shows redesigned camera layoutiPhone 17's rumored camera bar may solve Apple's internal space dilemmaAnalyst repeats 12GB RAM rumor for iPhone 17 Pro models, which may at least be half correctApple's smart doorbell to utilize MagSafe, ring AirPods ProSiri in iOS 18.4 is getting worse before it gets betterApple Vision Pro gets Bono documentary for first feature-length immersive videoApple's board gets the DEI and AI results it wanted at the annual shareholders meetingTim Cook says Apple's DEI program may change in the future, but only if required by lawPresident Trump is irritated about Apple not completely killing DEI initiativesNo, Apple isn't subliminally calling Trump a racist with its iPhone dictation featureApple to build AI servers in Houston, invest $500B in U.S. economyApple's $500 billion US investment announcement is business as usual Susan Kare's Esc Keys add pricey art to your keyboardMore than a name change: iPhone 16e isn't the iPhone SE 4Support the show:Support the show on Patreon or Apple Podcasts to get ad-free episodes every week, access to our private Discord channel, and early release of the show! We would also appreciate a 5-star rating and review in Apple PodcastsMore AppleInsider podcastsTune in to our HomeKit Insider podcast covering the latest news, products, apps and everything HomeKit related. Subscribe in Apple Podcasts, Overcast, or just search for HomeKit Insider wherever you get your podcasts.Subscribe and listen to our AppleInsider Daily podcast for the latest Apple news Monday through Friday. You can find it on Apple Podcasts, Overcast, or anywhere you listen to podcasts.Those interested in sponsoring the show can reach out to us at: advertising@appleinsider.com (00:00) - Intro (02:50) - iPhone 16e (18:37) - iOS 18.4 (19:41) - Apple Intelligence in Apple Vision Pro (26:52) - Apple News+ Food (34:59) - iPhone 17 (47:34) - MagSafe Doorbell (51:26) - Siri, Bono and Apple Vision Pro (54:20) - Controversy Corner (01:07:48) - Susan Kare ★ Support this podcast on Patreon ★
Episode 526: Toby and Ann discuss Apple's latest announcement to invest $500B into US-based manufacturing and hiring 20,000 new jobs to bolster its AI efforts. Then, a study shows rich Americans are helping to power the US economy by continuing their spending habits while the rest are cutting back. Also, a major trial begins between Greenpeace and the company behind the Dakota Access Pipeline that could shift the landscape of the fossil fuel industry. Meanwhile, HBO's ‘The White Lotus' has had an impact on travel destinations such as Hawaii and Sicily. Will the same happen for Thailand? Finally, closing things out with a wrap of headlines. LinkedIn will even give you a $100 credit on your next campaign so you can try it yourself. Go to LinkedIn.com/MBD Terms and conditions apply. Only on LinkedIn ads. Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Check out https://linkedin.com/MBD for more! Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Hear more from Ann on After Earnings: https://open.spotify.com/show/5I5q3LIg1ueDWoTM8AZsHQ?si=38da6cb59c874a5e Learn more about your ad choices. Visit megaphone.fm/adchoices
- Apple Announces $500B in U.S. Investments - New Investments Reminiscent of 2018 and 2021 Announcements - Announced Houston Facility Has Foxconn Flavor - Ming-Chi Kuo Says Houston Facility to be Powered by High-End M5 Processors - Wedbush Applauds Timing of Apple Announcement - Apple Seeds First Betas of Next OS Updates to Public Testers - AirPods Pro 2 Get Hearing Aid Function in UK - Sponsored by Incogni: Take your personal data back with Incogni! Use code MACOSKEN and get 60% off an annual plan at incogni.com/macosken - DeepSeek and a newspaper publishing giant under cyberattack on Checklist No. 412 - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!
Today's show: Jason and Lon break down the latest trends shaping AI training, the evolving job market, and the shifting landscape of social media. A tribute to Steve Jobs on what would have been his 70th birthday explores his lasting impact, Apple's massive $500 billion AI investment, and the future of US manufacturing. The conversation dives into Outlier's role in AI training data, its effects on journalism, and broader job market implications. Jason also shares insights on autonomous vehicles, Apple's AI strategy, and the latest in crypto—covering meme coins, regulatory battles, and the state of angel investing. Plus, a look at Oscar season and the cultural moments making waves.*Timestamps:(0:00) Jason and Lon kick off the show!(2:59) TikTok discussion and Steve Jobs' 70th birthday tribute(4:36) Jason's history with Steve Jobs and impact of blogging(8:56) Jason's interaction with Steve Jobs about podcast monetization(10:13) Squarespace. Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(11:27) Steve Jobs' legacy and Apple's innovation(14:12) Apple's $500 billion investment in AI and TSMC chip manufacturing(20:08) Vanta. Get $1000 off your SOC 2 at https://www.vanta.com/twist(21:18) Geopolitical implications of Apple's US manufacturing investments(24:06) Outlier's role in AI training data and legal risks(27:02) Journalists in AI training and job market implications(30:40) Vapi. Go to https://www.vapi.ai and use code Twist200 to get $200 in credits(32:39) Outlier's AI training recruitment and global reach(34:14) AI's future in various industries(36:53) Experiences with autonomous vehicles and Waymo(37:23) Hot-swappable LLMs and Apple's AI integrations(41:03) Commercial implications of AI deals for Apple(43:08) Public access to podcast docket and meme coins discussion(47:03) Milei's meme coin and libertarian views on crypto(52:15) Crypto trader's tragic incident and dangers of investing on margin(58:19) Jason's gambling habits and future of crypto regulation(1:01:05) Angel investing and Oscar season discussion*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Lon:X: https://x.com/LonsLinkedIn: https://www.linkedin.com/in/lonharris*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis*Thank you to our partners:(10:13) Squarespace. Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(20:08) Vanta. Get $1000 off your SOC 2 at https://www.vanta.com/twist(30:40) Vapi. Go to https://www.vapi.ai and use code Twist200 to get $200 in credits*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/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com*Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Berkshire's cash hoard is approaching “Dr. Evil” levels. (00:21) Tim Beyers and Dylan Lewis discuss: - Warren Buffett's message to investors and Berkshire Hathaway shareholders in his annual letter. - Berkshire's growing cash position and what it might say about his view of the investing opportunities out there. - Apple's $500B commitment to its Advanced Manufacturing Fund, AI development, and R&D efforts. (16:33) American's pharmaceutical options for legally treating mental health issues could expand soon. MindMed is testing the effects of LSD on depression and Anxiety, the company's CEO Rob Barrow talks Ricky Mulvey through his company's work and the future of psychedelics and mental health. Companies discussed: BRK.A, BRK.B, AAPL, MNMD Host: Dylan Lewis Guests: Tim Beyers, Rob Barrow, Ricky Mulvey Producer: RIcky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Apple makes a huge investment in US manufacturing and hiring. Are SMS messages as 2-factor authentication on the way out? The biggest crypto theft of all time happened over the last few days. And why some school districts are turning to AI counseling for students.Sponsors:RobinHood.com/goldLinks:Apple Will Add 20,000 US Jobs Amid Threat from Trump Tariffs (Bloomberg)Apple Abandons Budget Smartphone Market With the iPhone 16e (Bloomberg)Google Confirms Gmail To Ditch SMS Code Authentication (Forbes)Bybit Hit by Crypto's Worst Hack With Almost $1.5 Billion Stolen (Bloomberg)Bybit Hack (CoinDesk)Microsoft Dropped Some AI Data Center Leases, TD Cowen Says (Bloomberg)When There's No School Counselor, There's a Bot (WSJ)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Zuck's reportedly launching smart Oakleys this year… and a smart watch and airpods next year.PopUp Bagels is the fastest-growing bagel chain in America… and they prioritize inconvenience.“Stargate” is Sam Altman's new $500B AI project… it would be the most expensive thing we'd ever build.Plus, the medals handed out at the Paris Olympics? They're losing their gold. $DNUT $META $MSFTWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of…
Donald Trump announced a $500B investment in the future of artificial intelligence on Tuesday, on the same day the First & Second families witnessed the worst sermon of all time at the National Cathedral, the Trump Administration has officially ended DEIA (Diversity, Equity, Inclusion & Accessibility) offices across the Federal government as of 5PM ET today, Facebook CEO Mark Zuckerberg was caught scoping out Amazon CEO Jeff Bezos' fiancée Lauren Sanchez' bosom and has since followed up by publicly liking her Instagram pics, and much more!GUEST: Josh FirestineDOWNLOAD THE RUMBLE APP TODAY: https://rumble.com/our-appsLet my sponsor American Financing help you regain control of your finances. Go to https://americanfinancing.net/crowder or call 800-974-6500. NMLS 182334, http://nmlsconsumeraccess.org/Connect your Mug Club account to Rumble and enjoy Rumble Premium: https://support.locals.com/en/article/how-do-i-connect-my-locals-account-to-my-rumble-account-on-rumble-vhd2st/SOURCES: https://www.louderwithcrowder.com/sources-january-22-2025Join Rumble Premium to watch this show every day! http://louderwithcrowder.com/PremiumNEW MERCH! https://crowdershop.com/Subscribe to my podcast: https://rss.com/podcasts/louder-with-crowder/FOLLOW ME: Website: https://louderwithcrowder.com Twitter: https://twitter.com/scrowder Instagram: http://www.instagram.com/louderwithcrowder Facebook: https://www.facebook.com/stevencrowderofficialMusic by @Pogo