Podcasts about 500b

Airbnb democratized hospitality. Uber democratized transportation. Now, ThumzUp Media (NASDAQ: TZUP) is democratizing advertising — paying everyday people 

In this episode, I sit down with Frank Kendall, former Secretary of the Air Force and Undersecretary of Defense for Acquisition, Technology, and Logistics. Frank shares what's really happening behind the scenes of the newly announced $175 billion “Golden Dome” program—a reboot of Reagan's Strategic Defense Initiative that could balloon to $500 billion. We talk about what this means for government contracting, the risks of rushing massive programs, and his firsthand look at managing $170 billion budgets and 700,000 personnel in the Air and Space Force. Key Takeaways: The Golden Dome could open unprecedented government contract opportunities across defense and space sectors. Rushing a $175B program risks massive waste and inefficiency—potentially doubling its cost to $500B. The Air Force's 2050 vision focuses on AI, autonomy, and long-range power projection to counter China's military buildup. Learn more: https://federalhelpcenter.com/ https://govcongiants.org/ 

AI is not just hype, it's the next economic revolution. In this solo episode, we break down the game-changing insights of Jordi Visser, macro investor and founder of @VisserLabs, as he unpacks how AI is reshaping global markets, jobs, and the financial system. We'll explore why AI is driving trillions in new capital investment, how it's changing labor markets, and why Bitcoin (BTC) may be the “purest AI investment play.” Plus, I share my real-world experiences using AI agents, n8n workflows, and automation tools to streamline work and build new digital products.  Key Takeaways Jordi Visser says betting against AI = betting against innovation. $500B+ in AI infrastructure investment coming by 2026. Bitcoin could be the ultimate AI hedge. Massive white-collar job disruption ahead — but also opportunity. AI empowers entrepreneurs to build products and income streams rapidly.   Jordi's Substack: Substack/@visserlabs Visser Labs YouTube Channel: YouYube/@visserlabs Jordi Visser Bio: With over 30 years of Wall Street expertise in traditional finance and macroeconomics, I guide you through the evolving landscape of investments, from conventional assets to cryptocurrencies and AI-driven technologies.

Send us a textWhat if youth esports had the same structure, safety, and upward path as Little League or AAU? We sit down with Valhallan Esports' Morris Jackson to unpack how he went from owning a single arena to acquiring the entire brand and relocating HQ to Las Vegas—transforming a scattered scene into a true pipeline for kids, parents, schools, and colleges. From 23 locations across 12 states to an online platform that removes geography as a barrier, Morris lays out a plan to make Valhallan a destination where young gamers train, compete, and grow with purpose.We get practical about what parents really want to know: how to keep kids safe, how to make gaming productive, and how to navigate a space that now includes scholarships and academic tracks. Morris connects specific games to real skills—Rainbow Six Siege to cybersecurity, Minecraft to engineering and systems thinking—and explains how monitored communities, age tiers, and coaching turn screen time into skill time. We also explore how colleges like Boise State and Syracuse are investing, why UNLV's Cyber Week matters, and how scholarships are expanding fast.Las Vegas emerges as the perfect hub: HyperX Arena, global access, and a city that embraces innovation. Morris shares why Valhallan is moving to a corporate‑led model for consistency and quality, how online demand will guide future arena placements, and why this youth‑first focus can capture meaningful share in a $500B ecosystem. He closes with candid, hard‑won advice for entrepreneurs about stretching beyond comfort zones and refusing to let fear set the limits. If you care about kids, education, esports, or building a brand with real community impact, this conversation will stick.Enjoy the episode? Follow the show, share it with a friend, and leave a quick review to help more listeners find us.

Meta’s Adam Mosseri joins Bloomberg’s Kurt Wagner to discuss new tools for creators, AI in feeds and the $500B creator economy at Bloomberg Screentime in Los Angeles.See omnystudio.com/listener for privacy information.

Fraud rates in the public sector are estimated at 20%, compared to 3% in the private sector. Some estimate the loss to the federal government at over $500 billion. Today, we sat down with Haywood Talcove, the CEO of LexisNexis Special Services. He presents listeners with shocking statistics on fraud, shares personal stories, and offers suggestions to help taxpayers overcome this loss of money. FRAUD Talcove begins by noting the fraud rate in the federal government before COVID was a paltry 0.1%. No news there. However, during the COVID-19 pandemic, federal employees were legally obligated to disperse funds promptly. They became more concerned about sending out money than maintaining precise accounting. PERSONAL STORY During the interview, Talcove recounts the story of how a bank teller defrauded his mother. He details the frustration in just trying to uncover the fraud. After many attempts, he collaborated with local police to discover the method of the attack. SOLUTIONS The fact of the matter is that an employee of AMEX has a strong interest in preventing fraud. In contrast, many in the federal government are more concerned about compliance with directives than avoiding loss. NIST has a recent update standard, NIST SP 800-64 Digital Identity Guidelines, but criminals move faster than federal regulations can keep up. The solution is obvious: to improve data sharing between government agencies. Next, learn from the private sector how to identify and stop fraud more effectively. What can a consumer do? ·      One   credit bureau  freeze closed. ·      Two  informed delivery  post offices ·      Three  county alerts on title ·      Four  text messages alert any transaction  -- know quickly.  

Linktree: ⁠https://linktr.ee/Analytic⁠Join The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠https://ow.ly/msoH50WCu0K⁠Join Analytic Dreamz on Notorious Mass Effect for a deep dive into EA's historic $55 billion buyout by Saudi PIF, Silver Lake, and Affinity Partners. Analytic Dreamz unpacks the largest private equity LBO ever, with $20B debt and $210/share premium. Explore EA's $7.5B revenue, franchises like EA Sports FC, and risks of layoffs, microtransaction focus, and creative stagnation. Analytic Dreamz breaks down analyst views, gamer backlash, ethical concerns, and AI-driven shifts, offering a data-rich look at gaming's biggest deal and its impact on the $500B industry. Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In today's episode, we put you in the boardroom and show exactly why the current stack can't answer the ROI question—then we install an operating system. What you'll learn: • The ~$500B blind spot: marketing without an OS • How a PESO Model© OS creates clarity, efficiency, and revenue attribution • The cost of waiting (and what early adopters are seeing) • A Boardroom Checklist you can use this quarter

What do a $500B AI valuation, mid‑match game ads, and a driverless traffic stop have in common? They all expose the gap between shiny innovation and the infrastructure, policy, and psychology that actually make tech work—or break trust.We open with OpenAI's eye‑popping valuation and go beneath the headline to the parts no press release glamorizes: data centers, power, cooling, fiber, and GPU supply. With partners like Nvidia, Oracle, and Microsoft shaping access, we unpack why AI will likely consolidate around a few players and what that means for startups burning cash on compute. From there, we challenge the classic “my phone is listening” myth. Instagram's chief says no, and we explain why your ads still feel psychic: cross‑app tracking, pixels, cookies, SDKs, and identity graphs that stitch your behavior together better than a hot mic ever could.Snapchat's move to charge for Memories over 5 GB hits a nerve. We talk about the end of “free forever,” how to export your data cleanly, and why local storage and physical media are making a quiet comeback as people hedge against shifting terms. Then the wild card: a free, ad‑supported tier for cloud gaming. We explore how interrupting live sessions could nudge upgrades—or kill trust—and what smart implementations might look like if Microsoft wants to keep gamers loyal. A quick detour into our favorite segment, Two Truths and a Lie, proves once again that “too dumb to be real” is no longer a safe bet.The Tech Fail may be the most telling: California police stop a Waymo for an illegal U‑turn and have no one to ticket. It's funny, but it's a governance problem—who's liable when there's no driver? We argue for clear frameworks before edge cases become norms. And for sports fans, we dig into automated ball‑strike challenges moving toward the majors, weighing precision against the theater of human officiating, and drawing parallels to football's quiet shift away from chains to computer measurement.Along the way, Mike breaks down how modern marketing leans on cognitive biases more than secret microphones, and we wrap with a blind bourbon upset that proves labels fool palates as easily as hype fools markets. If you care about AI, privacy, gaming, autonomy, or the future of sports tech, this one's packed.If you enjoyed this, follow and subscribe, share it with a friend, and leave a quick review—what shift are you most ready for: fewer AI players, fewer ads, or fewer bad calls?Support the show

Sports Geek Rapid Rundown is a daily sports business podcast curated by Sports Geek Reads. We publish it on Sports Geek twice per week. In this episode: Today's episode covers the NBA's Australian expansion efforts and revolutionary AI analytics partnership, OpenAI's massive $500 billion valuation milestone, MLB's record-breaking viewership success, and concerning gambling industry practices around stolen funds - all curated by Sports Geek Reads. Subscribe at https://sportsgeekhq.com/rapidrundown

Welcome to a new episode of the EUVC podcast, where our good friends Dan Bowyer and Mads Jensen from SuperSeed in a discussion with Andrew J. Scott, Founding Partner at 7percent Ventures, cover recent news and movements in the European tech landscape

Episode 684: Neal and Toby wrap up the week taking a look at the astronomical rise of OpenAI and how they have reached a $500B valuation. And Tesla reports thats sales are up thanks to an EV tax credit. Next up, the guys share their stock of the week (Fico) and dog of the week (Reddit). Then, Taylor Swift releases the Life of a Show Girl. Finally the headlines you need to know heading into this weekend.  Spend $250 on your first campaign on LinkedIn Ads and get a free $250 credit for the next one. Check out https://www.linkedIn.com/mbd for more. Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY  Vote for MBD in the Signal Awards!  Best Daily Podcast: http://bit.ly/3W4e5ik  Best Commute Podcast: https://bit.ly/4pxZidv Best Business Podcast: https://bit.ly/3IE7lEP  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. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠ Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz talk Apple's new smart glasses, OpenAI becoming the world's most valuable privately-held company, and the government shutdown. ---✅ Ready to start investing? Open a brokerage account on ⁠⁠⁠⁠⁠Public.com/richhabits⁠⁠⁠⁠⁠ and get a FREE 1% match on all IRA deposits, transfers, and rollovers!---‼️ Have feedback to share? Please let us a comment on Spotify! We're excited to mold these new weekly episodes to be exactly what our listeners want. ---

Story of the Week (DR):War against women continues: Uber Not Responsible for Sex Assault, Jury Finds, as More Cases FollowEthan P. Schulman, the judge presiding over the California state court cases, told jurors that Uber would be responsible for the woman's harm if the company was negligent in using adequate safety measures and the negligence was a “substantial factor” in causing the harm.In its decision, the jury unanimously agreed that Uber had been negligent in its general safety practices when the incident occurred in 2016 — but that the negligence was not a substantial factor in causing the attack. The jury's foreman: “We felt that they could have done more back in the early days of Uber, rather than just focusing on growth,”Meet Lisa Monaco, the 57-year-old Microsoft executive Trump wants fired“Corrupt and Totally Trump Deranged Lisa Monaco (A purported pawn of Legal Lightweight Andrew Weissmann), was a senior National Security aide under Barack Hussein Obama. Monaco has been shockingly hired as the President of Global Affairs for Microsoft, in a very senior role with access to Highly Sensitive Information. Monaco's having that kind of access is unacceptable, and cannot be allowed to stand.”Monaco helped coordinate the Justice Department's response to the Jan. 6th attacks on the U.S. Capitol by Trump supporters in 2021. In January 2022, Monaco publicly announced that the Justice Department was investigating the Trump fake electors plotMilitary women fear losing 'every bit of ground' as Hegseth looks backward to the 1990sDefense Secretary Pete Hegseth said Tuesday that he wants to review Defense Department standards that have changed since the 1990s, a time when military women saw far less support for their service and met drastically lower physical standards than today: "The 1990s test is simple. What were the military standards in 1990? And if they have changed, tell me why. Was it necessary change based on the evolving landscape of combat? Or was the change due to a softening, weakening, or gender-based pursuit of other priorities? 1990s seems to be as good a place to start as any."PGA of America CEO apologizes for Ryder Cup missteps, but group's president denies problemThe Misogynistic Abuse Towards Rory McIlroy's Wife at the Ryder Cup Is Deeper Than Golf. It shows a cultural shift, one in which men feel emboldened to attack women in public without shame or consequence. The abuse and taunts were so unrelenting that Stoll was spotted with “tears streaming down her face”PGA of America President Don Rea took a different approach on Sunday in a BBC interview where he downplayed the severity of the crowd's behavior: “Well, you have 50,000 people there that are really excited, and heck, you can go to a youth soccer game and get some people who say the wrong things,” Rea said. When asked about the abuse directed at McIlroy, he responded, “I haven't heard some of that. I'm sure it's happened … Rory understands things like that are going to happen.”Fake billionaire manbaby “retirements” continue DRSpotify CEO Daniel Ek to Step Down. The Stock Is Falling.Spotify founder steps down amid controversy over defence linksIt comes after Mr Ek has faced fierce scrutiny for investing around €700m (£612m) in defence company Helsing through his venture capital fund. Munich-based Helsing sells AI software for military use and has expanded into weapons manufacturing following an investment by the founder of Spotify.Spotify has said that it is “totally separate” from HelsingSpotify founder Ek Daniel to step down as CEO; says: I will be more involved than a typical US chairmanGustav Söderström and Alex Norström under founder/former CEO/Executive Chair Daniel Ek (43%) (Ted Sarandos on this board)Spotify founder Daniel Ek once said he was the ‘least powerful person' at the company. Here's how he built it into a $145 billion music empireThe rise of the bro co-CEO: Lila MacLellanCEOs and Trump love affair continuesTrump, Pfizer agree to lower U.S. drug prices, exempt company from pharma tariffsTrump announces 'TrumpRx' drug-buying website alongside Pfizer CEOPartnering with Pfizer, beginning in 2026 the federal government will have a website, TrumpRx.gov, through which Pfizer's prescription drugs can be sold directly to consumers at discounts, without the intermediaries of pharmacy benefit managers such as CVS Health's Caremark and UnitedHealthcare-owned OptumRx46% against Say on Pay in 2025Proxy adviser ISS recommended against the compensation proposalCEO/Chair Albert BourlaOther board members include: former Vanguard CEO/Chair Mortimer J. Buckley, OpenAI (2024-) board member and former Meta (2013-2019) board member Susan Desmond-Hellmann; former Deloitte CEO Joseph J. Echevarria; Adobe CEO/Chair Shantanu Narayen; former Goldman Sachs Vice Chair Suzanne Nora Johnson; Coca-Cola CEO/Chair James Quincey; former State Street Global Advisor CEO Cyrus Taraporevala; Compensation Committee chair (James Smith, former Thomson Reuters CEO) received 93% supportOnly 23% women; 5 top NEOs all menTrump Adviser Admits Larry Ellison Is “Shadow President of the United States” Larry Ellison once predicted ‘citizens will be on their best behavior' amid constant recording. Now his company will pay a key role in social mediaElon Musk fighting for attention:Elon Musk speaks out on controversial $1 trillion Tesla pay package: 'It's not about compensation'"It's not about 'compensation,' but about me having enough influence over Tesla to ensure safety if we build millions of robots.”Elon Musk makes history as first person ever to hit $500B net worth milestoneNew Evidence Links Elon Musk to Epstein's IslandElon Musk Calls Wikipedia “Too Woke,” Announces His Own GrokipediaElon Musk implores people "Cancel Netflix" over a canceled TV show because of wokeMore Dummies from DealBook:Talking A.I. With CEO William Stone of SS&C, a major investment fund administrator and transfer agency, acquired the automation software company Blue Prism for around $1.6 billion in 2022:How do you personally use A.I.? “I'm interested in horse racing, and I own horses. I use A.I. to track how they're doing. There are all kinds of statistics, like how far can they travel before their performance starts to deteriorate: If they're in Kentucky, can they go to California? Can they go to New York?”Goodliest of the Week (MM/DR):DR: Gavin Newson [sic] Signs Law Cracking Down on AI IndustryCalifornia governor Gavin Newsom signed what proponents say is the first AI safety and transparency law in the US. The Transparency in Frontier Artificial Intelligence Act, also known as SB 53, requires AI companies with over $500 million in revenue to publicly disclose their safety and security protocols in fairly granular detailMM: F.D.A. Approves a New Generic Abortion Pill DR MMMM: Activist Investor Wants Target's Brian Cornell Completely OutMM: One line from this story about Tesla's advising sleepy drivers to stay away by enabling Full Self Driving: Tesla's cars can't actually drive themselves without close human supervision. Nonetheless, the automaker labels its most advanced driving mode “Full Self-Driving” (FSD), while its CEO and chief overpromiser Elon Musk explicitly says that they do, in fact, “drive themselves” seemingly every other week.Assholiest of the Week Biggest Loser (MM):US WomenThe rise of the bro-co-CEOMilitary women fear losing 'every bit of ground' as Hegseth looks backward to the 1990sUber Not Responsible for Sex Assault, Jury Finds, as More Cases FollowKKR Appoints Former Eaton CEO Craig Arnold to Board of Directors, Increasing Independent Seats to ElevenContinues a trend - from 29% to 26% female by adding another dude through board expansionMeanwhile…Share of female execs at major Japan firms rises to 18.4%Spineless companiesDisney's image tanks among Republicans, Democrats after Jimmy Kimmel controversyCracker Barrel Drops Firm Behind Ill-Fated Logo ChangeInvestorsU.S. States are shedding shareholder protections. That's an advantage for CanadaPreparing the board for 2026: More than half of directors want a peer replaced, survey findsFedEx shareholders elect Richard Smith, son of founder Fred Smith, to board of directorsEveryone elseGodfather of AI Says We're Barreling Straight Toward Human ExtinctionOpenAI says it's worried about ‘doomscrolling, addiction, isolation, and … sloptimized feeds' as it rolls out Sora social media appMeta won't allow users to opt out of targeted ads based on AI chatsElon Musk Calls Wikipedia “Too Woke,” Announces His Own GrokipediaLarry Ellison once predicted ‘citizens will be on their best behavior' amid constant recording. Now his company will pay a key role in social mediaThe wealth of the top 1% reaches a record $52 trillionThe climateNew BP Chair Urges Faster Pivot to Oil and GasDuke Energy backs off renewables after North Carolina cuts climate goalTrump administration cancels nearly $8 billion in climate funding to blue states: VoughtMAGA comes for the ‘woke pope' after pontiff blesses block of ice in climate change gestureOpenAI's New Data Centers Will Draw More Power Than the Entirety of New York City, Sam Altman SaysHeadliniest of the WeekDR: New Poll: 94% of Gen Z Youth Report Experiencing Regular Mental Health ChallengesMM: Police Pull Over Waymo to Check for Drunk DrivingWho Won the Week?DR: Daniel Ek: the dude who got rich by devaluing artists, then used his billionaire ego to create a vanity money-spending company with the pretentious name Prima Materia (“formless primeval substance regarded as the original material of the universe”).Prima Materia says it wants to “partner with exceptional people to build companies that leverage technology to help solve meaningful problems for society.”He set it up with Shakil Khan — a fellow Spotify investor and close personal friend with a criminal past, who was accused of hiding his real role at Spotify during its IPO.Khan doesn't appear in any of Spotify's filing documents, even though he's been publicly described as: 1) “head of special projects,” 2) “advisor to Daniel Ek,” 3) “personal advisor to the Spotify CEO,” 4) “investor in Spotify,” 5) “founder,” 6) “consigliere,” 7) “second-in-command,” and 8) “prominent public role” — apparently to avoid scaring investors.Khan cites Mark Zuckerberg as the American leader he admires most.Now their company invests (and Ek chairs) in literal weapon building (Helsing/military strike drones, etc.) and nonsense like Neko Health, the so-called “Apple of healthcare” that charges £300 for preventative screenings like mole checks — giving Daniel Ek more time to feel super important and potentially destroy the world while getting richer?MM: Ron Sugar, who TWICE has had his age limit restriction waived on the Apple board, will turn out a-okay: Dr. Ronald Sugar and Gilman Louie join Ursa Major's Board of DirectorsPredictionsDR: Daniel Ek's Prima Materia leads €600 million Series D strategic financing round for Moodify, an AI-supported app that will “end depression” by pushing algorithmically-optimized dopamine ads 24/7, think TikTok for sadnessMM: LAY UP: After reading this - Apollo Global Management director Pauline Richards resigns from board - the board is now 4 women and 10 men (Marc Rowan owns 63% of board influence, so no one really matters). I predict Pauline Richards will be replaced by a male director, going from 33% female to 27% female in one fell swoop. Side note: Apollo's fun joke was to have a “sustainability committee” on the board they take so seriously, it's the committee with 3 women and and anti-woke anti-ESG ex-Senator Patrick Toomey

Stock market update for October 3, 2025. Follow us on Instagram ⁠⁠⁠⁠⁠⁠@therundowndaily⁠⁠⁠⁠⁠⁠This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Public.com/disclosures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

On day two of the government shutdown, Carl Quintanilla, Courtney Reagan and Michael Santoli explored the S&P 500 and Nasdaq hitting new record highs. The tech sector surged to new all-time highs sparked by the AI trade -- in reaction to OpenAI's valuation jumping to $500 billion. Tesla shares in volatile trading after the EV maker posted record deliveries for the third quarter, while rival Rivian lowered its annual deliveries forecast. Also in focus: Government shutdown developments including the delay of jobless claims data  — and what Treasury Secretary Scott Bessent told CNBC about the potential impact of the shutdown on GDP, Berkshire Hathaway agrees to acquire Occidental Petroleum's chemicals unit for $9.7 billion in cash.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, the Hivemind team discusses their current market outlook as crypto starts to recover after a large leverage flush last week. We deep dive into why are SOL DAT volumes so low, the Plasma token launch, Tether's $500B valuation, the perp DEX wars & more. Enjoy! -- Follow Ceteris: ⁠https://x.com/ceterispar1bus⁠ Follow Duncan: https://x.com/FloodCapital Follow Yan: ⁠https://x.com/YanLiberman⁠ Follow Jose: ⁠https://x.com/ZeMariaMacedo⁠ Follow Empire: ⁠https://x.com/theempirepod⁠ -- Subscribe on YouTube: ⁠https://bit.ly/4jYEkBx⁠ Subscribe on Apple: ⁠https://bit.ly/3ECSmJ3⁠ Subscribe on Spotify: ⁠https://bit.ly/4hzy9lH⁠ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- Timestamps: (00:00) Introduction (01:25) State Of The Market (07:42) Why Are SOL DAT Volumes So Low? (12:24) Tether Raising $20B At A $500B Valuation (19:46) Stablecoin Chains (24:42) Flying Tulip's $200m Seed Round (28:20) What Is DoubleZero? (36:46) The Perp DEX Wars (40:37) Hyperliquid (52:16) Tokenization -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, the Hivemind team, and our guests may hold positions in the companies, funds, or projects discussed.

The Blue Jays and Yankees face backlash over ticket restrictions ahead of the ALDS, while Jelly Roll opens up about his near-death health struggles before losing weight. Jeremy Allen White channels Bruce Springsteen in a new biopic, and Madonna shares a dark chapter from her past. Ontario raises its minimum wage, Elon Musk becomes the first person worth $500 billion, and Shaq shuts down dating rumors. Plus, Kim Kardashian claims someone put a hit out on her, and the Riyadh Comedy Festival draws criticism over human rights concerns.

The continuing government shutdown can't keep markets down. The SPX and NDX hit new record highs as stocks continued to inch higher. Intel (INTC) and AMD Inc. (AMD) rallied on a report the latter was in early talks to become a new foundry customer for Intel. A.I. stocks moved in part over OpenAI's announcement that it reached a $500 billion valuation, making it the most valued private company. Tesla (TSLA) sold off sharply despite strong quarterly vehicle deliveries and energy production. Marley Kayden takes investors through a busy Thursday on Wall Street.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

OpenAI officially hitting a $500B valuation amid a flurry of product and partnership announcements. Including the launch of its latest Sora AI image generator – which is already facing backlash online. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Welcome back to Fintech Takes. I'm Alex Johnson, joined (as always) by my partner-in-recapping, Jason Mikula.  First up: the uneasy détente in open banking is over. Jason and I haven't had a chance to debrief on Plaid's deal with JPMorgan Chase to pay for API access (so we do). Payments use cases remain the most expensive, Plaid is eating the fees (at least for now), and Chase looks like it's succeeded in hobbling Pay by Bank. We unpack why Plaid did the deal, what it means for other aggregators.  Next up, color us nostalgic; back to BaaS Island we go! The FBI is probing Evolve. The scope reportedly extends to board members (including a16z), and new details suggest international money movement in Southeast Asia (tied to a $15M pig-butchering scheme). As the saying goes, bankers almost never go to jail; will this time be any different? Then, we turn to AI. FICO has announced a new product called a foundation model for financial services. The idea is to build smaller, domain-specific models that are cheaper, faster, and more reliable than generic LLMs, while adding predictive lift on top of existing analytics. The open questions: is this hype dressed up for Wall Street, or a clever way to squeeze extra predictive power out of structured financial datasets? And most of all: who is this really for? Plus, in our Can't Let It Go corner, Jason bristles about being labeled as “partisan” (in response to his response about the “Debanking” Executive Order) while I puzzle over Tether reportedly raising at a $500B valuation (the same as OpenAI, except Tether's core product is…not getting audited and telling everyone to “just trust us.”) Sign up for Alex's Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Thursday: https://workweek.com/brand/fintech-takes/  And for more exclusive insider content, don't forget to check out my YouTube page. Follow Jason: Newsletter: https://fintechbusinessweekly.substack.com/ LinkedIn: https://www.linkedin.com/in/jasonmikula/   Follow Alex:  YouTube: https://www.youtube.com/channel/UCJgfH47QEwbQmkQlz1V9rQA/videos LinkedIn: https://www.linkedin.com/in/alexhjohnsonTwitter: https://www.twitter.com/AlexH_Johnson

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: Bitcoin's Recent Price Volatility Explained - Is Another "Uptober" Ahead? Markets React as Government Shutdown Fears Rise Bloomberg: Tether Raising Up to $20B on $500B Valuation Will Stablecoins Help Run U.S. Deficits? U.K. Approves Mandatory Digital IDs for Workers OranjeBTC Launches Largest Bitcoin Treasury in Latin America Vanguard To Finally Approve Bitcoin ETFs? ---- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 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  ---- 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: Bitcoin's 90-day Volatility Hits 8-Year Low $300B in Long Positions Liquidated in Price Crash Who'll Lose When the Government Shuts Down? Fidelity Research on Bitcoin's Volatility Trump to Meet With Democrats to Avoid Shutdown CRFB Article on Government Shutdown President Trump's Post on Powell Getting Fired Tether's USAT Promotional Video Tether In talks to Raise at $500B Valuation Bessent Aims to Reduce Bank Capital Requirements Britain to Approve Mandatory Digital IDs for Workers Bessent Says Stablecoins Could Increase Treasury Demand Michael Shellenberger's Article on Digital IDs Vanguard Eyes Crypto ETFs on Platform Kamala Harris Calls out Ross Ulbricht Ross Ulbricht Responds to Kamala Harris OranjeBTC Launches as Largest BTC Holder in LATAM Michael Saylor's Speech on Treasury Companies ---- Upcoming Events: Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- 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

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media...Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.00:00 - Market Sentiment and Predictions02:32 - Tether's Valuation and Market Impact11:00 - AI and Stablecoin Innovations25:11 - Capital Discipline in AI Investments27:32 - The Impact of AI on Capital and Energy30:49 - Universal Basic Income and AI Tokens33:01 - AI's Influence on Stock Market Dynamics34:35 - The Future of Energy and Economic Growth38:40 - Bitcoin as a Hedge Against Capital Destruction41:41 - TradFi's Shift Towards Digital Assets45:45 - Mainstream Adoption of Digital Assets51:37 - The Future of Bitcoin Companies and Market DynamicsIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://www.cnbc.com/2025/09/23/tether-reportedly-seeks-lofty-500-billion-valuation-in-capital-raise-.htmlhttps://www.forbes.com/sites/digital-assets/2025/09/29/google-ai-stablecoin-payments-a-first-protocol-for-autonomous-agents/https://decrypt.co/340910/morgan-stanley-bitcoin-ethereum-solana-trading-etradehttps://www.theblock.co/post/372531/vanguard-crypto-etf-accesshttps://x.com/EricBalchunas/status/1972615445950701672https://x.com/ReneSellmann/status/1972243094063231458https://x.com/business/status/1971354036524716082https://x.com/JimPethokoukis/status/1970846329791234193https://x.com/GSR_io/status/1971640456871399899https://www.theblock.co/post/372706/swift-blockchain-ledger-consensyshttps://www.theblock.co/post/372627/kraken-mulls-potential-investor-at-20-billion-valuation-ahead-of-planned-ipo-bloomberghttps://www.theblock.co/post/372230/upbit-merge-under-naverhttps://cointelegraph.com/news/circle-examines-reversible-stablecoin-transactionshttps://www.storyboard18.com/brand-marketing/accenture-layoffs-cross-11000-ceo-julie-sweet-warns-of-further-exits-81670.htmhttps://www.youtube.com/watch?v=Pdne9xaRLUcKeep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/

Welcome back to another episode of Upside at the EUVC Podcast, where Dan Bowyer, Mads Jensen of SuperSeed and Lomax from Outsized Ventures unpack what's happening in European tech and venture capital.This week: The UK lands $150B of US pledges and 120,000 Nvidia GPUs—can London turn its AI hype into substance? NATO on edge after Russian incursions across Poland and Denmark. Are we witnessing an AI bubble, or just the infrastructure wave of the century? Plus: cyber risk after JLR's ransomware hit, Trump's $100K H-1B visa fee, and the week's billion-dollar deals.

The guys discuss Nvidia’s $100b OpenAI ‘Investment’, Canva’s Profitability Conundrum, ASIC hammers Latrobe and signals trouble for private credit, the guys argue about the Stubhub IPO, Adir’s Airline troubles and has Australia become the red tape mecca of the world. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

In this week's Friday Five, we dive into Tether's jaw-dropping $500B valuation bid, the SEC's surprise innovation exemption, bipartisan momentum on a market structure bill, Ethereum's latest Wall Street narrative, and breaking news that even Vanguard is finally letting customers buy crypto ETFs. Plus, what Bitcoin's bloody September tells us about the cycle ahead. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

 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. This week, we're joined by Farooq Malik, co-founder and CEO of Rain, as two parallel wars erupt across crypto: the Perp DEX war between Hyperliquid and the CZ-backed Aster, and the deepening battle for stablecoin dominance. As Aster rockets to $30B in daily volume, we debate whether it's real adoption or points-fueled froth — and what it means for Hyperliquid's lead. Then we dive into Tether's shocking $500B valuation play, Circle's shrinking moat, and how Rain is building real-world rails for stablecoin payments. If crypto has two new battlegrounds — trading venues and money itself — this is where the future is getting drawn. Show highlights

In this week's Weekly Rollup, we break down “Downtemper” market moves as Bitcoin and Ethereum slide, and examine why Vitalik Buterin is calling low-risk DeFi Ethereum's true backbone. We highlight Tether's ambitious $500B raise, Polymarket's mainstream moment on South Park, and Gary Gensler's testy CNBC appearance. We also cover Paul Atkins' push for pro-crypto regulation, the heated debate over whether Base should be regulated like Nasdaq, and the surprising deletion of 86 million bank accounts in Vietnam as digital ID mandates expand. ------

Matt and Nic are back for another week of news and deals. In this episode:  We review the Coin Center dinner Tether is going out to raise at $500b Cloudflare wants to launch a stablecoin for agentic payments and launches the 402 protocol Circle is thinking about reversible transactions BitGo files for an S1 Strive acquires Semler Scientific The SEC is looking into 200 DATs for insider trading 9 major European banks are looking to launch a MiCA stablecoin The Bank Policy Institute thinks stablecoins threaten banks Senate Finance Cmte is looking at crypto taxes  Naver is looking to acquire Upbit

This week we're back to discuss the top stories of the week. We deep dive into the state of markets, Tether looking to raise $20B at a $500B valuation, Aster vs Hyperliquid, crypto IPOs in 2025-26 & more. Enjoy! -- Follow Santi: https://x.com/santiagoroel Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh Start your day with crypto news, analysis and data from David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Ansem's outlook on markets: https://x.com/blknoiz06/status/1970107553079079341 -- Crypto's premiere institutional conference returns to London in October 2025. Use code EMPIRE100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Crypto-native institutions and developers demand institutional-grade infrastructure with regulatory clarity and full asset control. Blockdaemon's Earn Stack is a non-custodial platform combining high-performance staking rewards and seamless DeFi integration with no intermediate smart contract or vaults. Programmatically access leading Ethereum & Solana staking rewards, plus DeFi opportunities across lending protocols, DEXs, and AMMs. Book a Demo! -- peaq, the Machine Economy Computer, proudly sponsors the Empire podcast. peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots. It powers the world's first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub. For more about peaq, check out www.peaq.xyz -- Timestamps: (00:00) Introduction (02:32) Are Markets A Little Too Frothy? (06:43) The Stablecoin Thesis (10:43) Takeaways From The Origin Summit (13:53) Ansem's Outlook On Markets (22:49) Tether Raising $20B at $500B Valuation (26:26) Ads (Blockdaemon, Peaq) (27:26) Aster vs Hyperliquid (39:23) BitGo Files Their S-1 (50:28) Ads (Blockdaemon, Peaq) (51:36) Crypto IPOs In 2026 (55:02) Cloudflare Issuing A Stablecoin (59:06) Zerohash Raises $100M At $1B Valuation (01:01:48) Content Of The Week -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Send us a text00:00 - Intro00:08 - Tether's $500B Valuation00:54 - OpenAI-Nvidia $100B AI Powerhouse Deal02:10 - Stripe BuyBack at $106.7B02:48 - TikTok US Valuation at Only $14B!03:45 - Fermi's $13B IPO for AI Data Center Energy04:18 - 1X Robotics' $10B+ Valuation05:21 - Anthropic for Microsoft AI Copilot05:51 - Databricks-OpenAI $100M Enterprise Pact06:26 - CoreWeave's $6.5B New OpenAI Deal

In today's episode, we sit down with Carl Vogel of 6thMan Ventures and Bhau Kotecha of Paxos Labs to explore:-Tether's $500B Valuation: Bullish or Bearish?-AI Agents & Stablecoin Payment Rails-Stablecoins as US Derivatives Collateral-The Path to $1 Trillion Stablecoin Supply-Private Credit & On-Chain Lending Boom-Plasma Mainnet & The Stablecoin Chain Wars-Why Regulatory Clarity Changes EverythingThe Rollup---Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

 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. This week, we're joined by Farooq Malik, co-founder and CEO of Rain, as two parallel wars erupt across crypto: the Perp DEX war between Hyperliquid and the CZ-backed Aster, and the deepening battle for stablecoin dominance. As Aster rockets to $30B in daily volume, we debate whether it's real adoption or points-fueled froth — and what it means for Hyperliquid's lead. Then we dive into Tether's shocking $500B valuation play, Circle's shrinking moat, and how Rain is building real-world rails for stablecoin payments. If crypto has two new battlegrounds — trading venues and money itself — this is where the future is getting drawn. Show highlights

In this episode, we discuss Vitalik's “low-risk DeFi” blog post, unpack Hasu and Jon Charbonneau's HYPE supply-reduction proposal, and take a look at post-GENIUS Act stablecoin momentum. We also compare AI's surge with crypto market performance, and close the episode with discussion on Tether's $500B raise. Thanks for tuning in! -- Resources Low-risk DeFi Can Be For Ethereum What Search Was For Google: https://vitalik.eth.limo/general/2025/09/21/low_risk_defi.html Proposal to Reduce HYPE Total Supply By 45%: https://x.com/jon_charb/status/1970117627017105554 Ethereum Validator Queue: https://www.validatorqueue.com/ -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod   -- Crypto's premiere institutional conference returns to London in October 2025. Use code BELL100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Follow Michael: https://twitter.com/im_manderson Follow Vance: https://twitter.com/pythianism Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (4:10) Vitalik's Blog On Low-Risk DeFi For Ethereum (25:07) Katana Ad (25:36) Should HYPE's Total Supply Be Reduced? (36:38) Activity In The Stablecoin Market (41:00) Katana Ad (41:37) Crypto vs AI Performance (54:57) Tether's Major Capital Raise -- Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.

Links en rechts schieten de prijzen van financiële producten omhoog. Goud doet het uitzonderlijk goed, grondstoffen fleuren op en ook aandelen kwamen tot leven. En de bitcoinprijs? Die strompelt langzaam naar beneden. Hoe zit dit? Naast de marktupdate nemen we het laatste nieuws door, met onder andere een Nederlandse bitcoinreserve, de cryptoindrustrie die naar de beurs gaat, perps exchanges die de aandacht trekken en een stablecoin van negen Europese banken. Luisteren dus!Probeer Bitcoin Alpha 2 weken gratis!Satoshi Radio wordt mede mogelijk gemaakt door: Amdax, Watson Law, HVK Stevens en onze hoofdsponsor Bitvavo.Timestamps(00:00:00) Welkom en Podcast Introductie(00:00:00) Opening & Q&A(00:00:00) Update: Bitcoin Amsterdam(00:22:00) Bookmark van Bert: Investeerder in Amsterdamse bitcoinopkoper Treasury ziet eigen koers met 96% kelderen(00:30:16) Bookmark van Peter: BitcoinQuant.co als explorer voor Bitcoin Treasuries(00:31:40) Bookmark van Bert: Thierry Baudet wil Nederlandse bitcoinreserve(00:44:00) Bookmark van Peter: Fiat is an annual 5% wealth tax on people without wealth assets(00:50:00) Bookmark van Peter: Nieuwe video: Bitcoin is mislukt als geld?(00:53:40) Bookmark van Bert: BitGo's S-1 for future IPO just dropped(00:53:40) Bookmark van Bert: My crypto IPO watchlist(01:01:40) Bookmark van Bert: Tether is raising $20B at $500B valuation(01:10:00) Bookmark van Peter: 2025: het jaar van de perps dex?(01:18:15) Bookmark van Bert: AFM waarschuwt consumenten voor cryptoplatform MEXC(01:24:10) Bookmark van Bert: Negen Europese banken, waaronder ING, gaan stablecoin lanceren(01:32:30) Bookmark van Peter: Crypto ETFs set to flood US market(01:34:40) Marktupdate(02:07:00) EindeBookmarksBert:BitGo's S-1 for future IPO just droppedMy crypto IPO watchlistTether is raising $20B at $500B valuationThierry Baudet wil Nederlandse bitcoinreserveAFM waarschuwt consumenten voor cryptoplatform MEXCInvesteerder in Amsterdamse bitcoinopkoper Treasury ziet eigen koers met 96% kelderenNegen Europese banken, waaronder ING, gaan stablecoin lancerenPeter:Nieuwe video: Bitcoin is mislukt als geld?Fiat is an annual 5% wealth tax on people without wealth assets2025: het jaar van de perps dex?Crypto ETFs set to flood US marketBitcoinQuant.co als explorer voor Bitcoin Treasuries

Tether is reportedly looking to raise up to $20B. Can they hit $500B valuation? Tether is looking to raise between $15 billion and $20 billion for about a 3% stake in the company through a private placement, according to a report from Bloomberg. The raise would bring its valuation to around $500 billion, putting it in the same league as OpenAI and SpaceX. CoinDesk's Jennifer Sanasie hosts “CoinDesk Daily.” - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

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

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.

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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

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.