Podcasts about 500m

Most CEOs think compensation drives performance. What if it's quietly destroying EBITDA instead? Revenue growth can hide a lot of mistakes. Weak customer segmentation. Transactional selling. Pricing based on competition instead of value. Compensation plans that reward activity while leaking profit. The problem isn't usually effort. The problem is incentive alignment. When sales teams are compensated against the wrong metrics, companies often create more revenue while leaving cash flow, margins, and valuation behind. The damage compounds because growth makes the problem harder to see. The real exposure isn't whether a compensation plan is perfect. It's whether the plan creates behaviors that increase value—or embed costs that surface later when EBITDA, cash flow, or valuation come under scrutiny. Eric Wiklendt from Speyside Equity spends his time evaluating and improving manufacturing and distribution businesses between $50M and $500M in revenue. His perspective comes from seeing how operations, pricing, customer economics, and compensation influence enterprise value long before most CEOs recognize the connection. Learn more about your ad choices. Visit megaphone.fm/adchoices

If you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community

Aravind Srinivas is the Founder and CEO of Perplexity, one of the fastest-growing AI companies in the world. Since the start of the year, Perplexity has tripled revenue to well over $500M in ARR. Aravind has raised over $1BN for the company with reported valuations reaching $20BN.  AGENDA:  05:40 – "Perplexity Changed Google More Than Any PM Ever Has" 10:15 – Why Search Is Not the Future of AI 13:05 – The Most Important Insight in AI: The Model Is NOT The Product 16:10 – Why AI Agents Will Become Bigger Than Google Search 22:00 – AI Will Design Chips, Discover Drugs & Cure Diseases 24:15 – The Secret to Building a 24/7 AI Agent 32:40 – Aravind's Wild Prediction: Micron Could Become More Valuable Than Meta 41:00 – Why Power Will Be The Biggest Bottleneck In AI For The Next Decade 45:00 – Have U.S. Export Controls Accidentally Made China Stronger? 49:00 – Why Dario Amodei's AI Doom Narrative Is Wrong 55:20 – Why Token Budgets are Total BS and Useless 58:00 – When Agent Traffic Surpasses Human Traffic, What Happens To The Internet? 01:08:00 – SpaceX, OpenAI & Anthropic IPOs: Is There Enough Capital For All Three? 01:14:00 – What Elon Musk Is Really Like Behind Closed Doors    

Patrick Moorhead and Daniel Newman cover Tim Cook's final WWDC as CEO and Apple's Gemini-powered Siri strategy, the $35 billion Apollo and Blackstone deal backing Anthropic's capacity expansion, Intel's packaging wins with Google and NVIDIA, SpaceX's IPO at a $1.77 trillion valuation, Anthropic's Claude Fable 5 and Mythos 5 launch across every major cloud, and earnings reactions from Oracle, Micron, and Adobe. The handpicked topics for this week are: Apple's Siri AI Will Run on Gemini, Closing Out Tim Cook's Final WWDC as CEO: At WWDC, Apple confirmed Siri AI will run on Gemini through a new billion-dollar per year, multi-year deal, while Apple's Foundation Model Cloud Pro runs on NVIDIA GPUs inside Google Cloud. The announcement marks Tim Cook's last WWDC as CEO before John Ternus takes over on September 1. Apple isn't building its own AI cluster or competing on CapEx. They're betting that by owning the consumption layer, backed by access to health data and private messaging through iMessage, Apple will have a moat that compute spending can't replicate. (The Decode) Apollo and Blackstone Close the Largest Private Credit Deal Ever Backing Anthropic's Capacity Expansion: A $35 billion deal, the largest private credit transaction on record, will fund Google TPU capacity tied to Anthropic's compute needs, with Broadcom backstopping senior debt tranches and Google backstopping lease payments. The structure treats compute as a lendable asset class and signals more than 20 gigawatts of demand still being built out through 2028. Circular financing between chipmakers, cloud providers, and AI labs has moved from controversial to standard practice. (The Decode) Intel's Foundry Wins Packaging Work on Google's TPUs, Not a Full Fab Deal: Reports that Intel landed a deal tied to Google and NVIDIA reframe what's actually being handed off. Intel gets the packaging work on over 3 million TPUs, the compute die stays with TSMC, and the I/O die is being negotiated with Samsung at 2nm. INTC rose 12% Monday. The deal represents a low-risk path for Intel to augment, not replace, TSMC, while raising questions about anti-competitive dynamics in the foundry market. (The Decode) SpaceX Becomes an AI Infrastructure Company With a $1.77 Trillion IPO: SpaceX's IPO priced amid oversubscribed demand, with its valuation now reflecting not just Starlink connectivity and launch dominance but a newly material AI business, including AI1 orbital data center tests planned for late 2027 and a $920 million per month Google compute contract running through 2029. A sum-of-the-parts breakdown of the connectivity, launch, and AI segments lands well short of the trading price, with the gap largely explained by confidence in Elon Musk's track record of execution. (The Decode) Anthropic Launches Claude Fable 5 and Mythos 5 Across Every Major Cloud: Anthropic shipped Claude Fable 5 and Mythos 5 with same-day availability across Snowflake, AWS Bedrock, Vertex AI, and Microsoft Foundry, pricing at $10 and $50 per million tokens. The hyperscaler-neutral distribution strategy lands ahead of Anthropic's anticipated IPO. The models represent a real step up in research capability over Opus 4.8, but they come with a significant change. Users no longer have the option to opt out of data sharing with Anthropic, a shift some enterprises, including Microsoft, are already responding to. (The Decode) Is SpaceX a Once-in-a-Generation Entry or the Top of the Market? One side argues SpaceX represents a generational opportunity on par with early Amazon or Netflix, with interplanetary travel and off-world resource extraction as the long-term payoff that justifies looking past current valuation math. The other side argues this is peak euphoria: a company trading at roughly 95 times sales, propped up in part by circular investment from Google into both SpaceX and its AI segment, with a steep drawdown likely before any sustained climb. (The Flip) The Chip and Security Trade Reverses From Broken to Bifurcated: The semiconductor sector posted its biggest single-day gain since 2020, with the SOX up 5% on Monday, June 8, as a prior selloff in names like Broadcom, CrowdStrike, and Palo Alto Networks fully reversed. Intel rose 12%, Marvell 10%, and Corning 7%. The rebound reframes the AI trade narrative from a broad breakdown to a split between winners and laggards within the same sector. (Bulls & Bears) Oracle Posts a Record Quarter, But the Market Focuses on a $50 Billion Funding Plan: Oracle delivered record revenue of $19.2 billion, up 21 %, with EPS of $2.11, beating estimates of $1.89. IaaS grew 93 %, the fastest pace among hyperscalers, and RPO hit $638 billion, up $85 billion quarter over quarter, including $75 billion in AI contracts. FY27 guidance of $90 billion was maintained, and EPS guidance was raised, yet the stock fell 5% after hours amid concerns about Oracle's capital spending plans. Oracle's AI cloud backlog now exceeds those of AWS, Google, and Microsoft, built heavily on commitments from Anthropic and OpenAI. (Bulls & Bears) Micron's Profit Trajectory Puts It in Google's Earnings Tier: Micron is projected to generate nearly as much profit in 2027 as Google, with Q2 revenue of $23.86 billion, up 22 % and beating estimates, and Q3 guidance of $33.5 billion in revenue, $19.15 EPS, and 81 % gross margin. The stock is up 776%, with Wall Street firms, including UBS, raising price targets. The open question is whether memory has broken its historically cyclical pattern given sustained AI demand. (Bulls & Bears) Adobe Beats Across the Board, But the Stock Drops on CEO Departure and Freemium Pivot: Adobe posted record revenue of $6.62 billion, up 13 % and beating consensus of $6.45 billion, with non-GAAP EPS of $5.96, topping estimates of $5.81. AI first ARR tripled year over year to over $500 million, with total ARR reaching $27.1 billion, and FY26 guidance was raised. The stock still fell 5.5 % after hours, driven by the CFO's departure to Marvell and market concern over a strategic shift toward freemium pricing that delays near-term profitability. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Apple WWDC- Apple Caves to Google AND NVIDIA — Siri AI Runs on Gemini ($1B/yr) + Apple Foundation Model Cloud Pro Runs on NVIDIA GPUs in Google Cloud; Tim Cook's Final WWDC as CEO Before John Ternus Succeeds Him Sept 1 https://www.cnbc.com/2026/06/08/apple-wwdc-2026-live-updates.html Google's $35B Infra Deal — Apollo + Blackstone Close the Largest Private Credit Deal Ever; Broadcom Backstops Senior Tranches; Google Backstops Lease Payments https://www.reuters.com/business/apollo-blackstone-back-anthropics-35-billion-capacity-expansion-new-broadcom-tie-2026-06-09/ Intel's Foundry Reportedly Wins Google Packaging (Not Full Fab) — The Information Reframed: 3M+ TPU Packaging by Intel, Compute Die Still TSMC, I/O Die Being Negotiated With Samsung 2nm; INTC +12% Monday; Pat Calls Out TSMC Anti-Competitive Risk https://www.trendforce.com/news/2026/06/09/news-intel-foundry-gains-momentum-as-google-reportedly-orders-3m-tpus-nvidia-evaluates-18a-for-multi-die-gpu-design/ SpaceX Becomes an AI Infrastructure Company — Friday IPO at $1.77T; AI1 Orbital Data Center Tests Late 2027; Google $920M/mo Compute Contract Through 2029 https://finance.yahoo.com/markets/stocks/articles/spacex-poised-history-record-75-100000402.html Anthropic Ships Claude Fable 5 + Mythos 5 — Same-Day Distribution Across Snowflake, AWS Bedrock, Vertex AI, Microsoft Foundry; Hyperscaler-Neutral by Design Ahead of IPO; $10/$50 per M Tokens https://www.anthropic.com/news/claude-fable-5-mythos-5 The Flip FOR: https://www.cnbc.com/2026/06/11/spacex-billionaire-investing.html AGAINST: https://www.nytimes.com/2026/05/20/technology/elon-musk-spacex-ipo.html Bulls & Bears The Chip + Security Tape Recovery — SOX +5% Monday June 8 (Biggest Day Since 2020); AVGO/CRWD/PANW Selloff Reversed; Intel +12%, Marvell +10%, Corning +7%; the AI Trade Pivots From "Broken" to "Bifurcated" https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-06082026-11992852 Oracle (ORCL) Q4 FY26 ACTUALS — Record $19.2B Rev (+21%), EPS $2.11 Beat ($1.89); IaaS +93%; RPO HITS $638B (+$85B QoQ, $75B AI Contracts); FY27 $90B Guide Maintained, EPS Guide Raised; Stock −5% AH on Massive Capex Plan https://www.tradingkey.com/analysis/stocks/us-stocks/261959450-oracle-record-q4-2026-earnings-report-cloud-data-center-stock-tradingkey "$MU Will Generate Almost As Much Profit in 2027 as $GOOGL"; Q2 Rev $23.86B (+22% Beat), Q3 Guide $33.50B / $19.15 EPS / 81% GM; MU Stock +776%; UBS Among Wall Street Raising Targets https://247wallst.com/investing/2026/06/11/wall-street-just-put-a-monster-target-on-micron-is-the-stock-still-too-cheap/ Adobe (ADBE) Q2 FY26 ACTUALS — Record $6.62B Rev (+13%) Beats Consensus $6.45B; Non-GAAP EPS $5.96 Beats $5.81; AI-First ARR Triples YoY to $500M+; Total ARR $27.10B; FY26 Guide RAISED; Stock −5.5% AH Despite Beat-and-Raise https://www.businesswire.com/news/home/20260611677110/en/Adobe-Reports-Record-Q2-Results    

SpaceX priced the biggest IPO ever at $135/share, raising $75B and debuting at $1.77T. ShinyHunters exploited an unpatched Oracle PeopleSoft flaw hitting 100+ organizations, Mistral seeks €3B at €20B, MrBeast hit 500M subscribers, and SBF lost his appeal. SpaceX raises $75B in the biggest-ever IPO, pricing 555.6M shares at $135 each, giving it a market value of $1.77T (Bloomberg) Founders Fund's ~3% SpaceX stake is worth $50B+, Sequoia's ~1.5% is worth $20B+, and a16z will see its biggest return ever at $10B+ (Bloomberg) Some investors question SpaceX's valuation, citing its $4.3B loss on $4.7B in revenue in Q1, as well as concerns over space data centers (NYT) Oracle warns customers of a critical PeopleSoft flaw after ShinyHunters claimed breaches of 100+ organizations using PeopleSoft; Oracle has not issued a patch (TechCrunch) Sources: French startup Mistral AI is in talks to raise ~€3B at a ~€20B valuation; it was last valued at €11.7B during a funding round in September 2025 (Bloomberg) MrBeast hits 500M subscribers on YouTube, a record for the platform (The Wrap) Sam Bankman-Fried loses his bid to overturn his fraud conviction and 25-year prison sentence over the collapse of FTX (Reuters) Longreads As companies are hit by rising AI costs, they are increasingly using tools that tap cheaper models, including some from China, putting price pressure on OpenAI and Anthropic (WSJ) Sixteen economists weigh in on what AI will mean for the US economy, workers, and workplaces; only two expect AI to actually create more jobs (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian breaks down the two real paths to buying a business with zero dollars out of pocket, why the one the internet obsesses over is a trap for most buyers, and the exact strategy he's used personally and helped hundreds of people execute.Brian covers:Why 100% seller financing is possible but wildly misrepresented online, and what the gurus skip when they pitch itHow the SBA + capital partner model actually works and why it's the path real acquisition entrepreneurs useWhat a capital partner actually wants from you, and how to present yourself to get fundedWhy $30,000 to $50,000 in reserves is the real minimum before you pursue your first acquisitionThe exact due diligence costs you need to budget for (buy-side lawyer, quality of earnings report) and why skipping them is a catastrophic mistakeHow 35% of Action Academy's 650+ member community is actively deploying capital into other members' deals right nowThe goal isn't to buy a business for zero. The goal is to buy the right business, structured the right way, without blowing up your family's financial stability in the process.If you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community

The Knicks pulled off the largest comeback in NBA Finals history and suddenly have all the momentum. The Stanley Cup Final continues to deliver with another overtime thriller as Carolina evened the series and Game 5 looms tonight. We also discuss Patrick Mahomes landing the NFL's first half-billion-dollar contract, the growing backlash to Brendan Sorsby's eligibility fight, the latest comments from Texas Tech and the Big 12, UFC's White House event, college basketball blue blood debates, and a look ahead to NASCAR's weekend at Pocono.Live Show Tuesday and Thursday, 3pm est.SOCIALS: https://linktr.ee/drewberquistWEBSITE: https://AirItOutBro.com #DrewBerquist #Balls&Banter #BallsShow Notes/Links:Knicks mount largest comeback in NBA finals historyhttps://x.com/espn/status/2064914478731276331?s=20Game 5 of the Stanley Cup Final is tonight, 8pm est on ABChttps://x.com/NHL/status/2065056455439352205?s=20 UFC unveils the outfits Octagon Girls will wear at the UFC Freedom 250 White House fights this weekend https://x.com/Polymarket/status/2064803936054173725?s=20College Basketball Blue Bloods Conversationhttps://x.com/CBKReport/status/2064758154089431079?s=20The Chiefs are adding two years to Patrick Mahomes' contract, tying him to Kansas City through the 2033 season at a value of $504.75 million, making it the first NFL deal valued at over a half-billion dollarshttps://x.com/AdamSchefter/status/2064806288781938797?s=20Big 12 athletic directors held a spirited call Tuesday with commissioner Brett Yormark, making it clear they are united around the notion that Texas Tech QB Brendan Sorsby should not be eligible for next seasonhttps://x.com/espn/status/2064726277731364940?s=20Texas Tech AD Kirby Hocutt releases a statement re: Brendan Sorsby lawsuit.https://x.com/PeteNakos/status/2064763402619076622?s=20NASCAR schedule this weekend for Poconohttps://x.com/NASCAR/status/2064724396200112161?s=20

A month forecasted that Accenture was about to make a material acquisition in the creator space. This week it happened. Accenture Song is acquiring Whaler Agency — the most awarded creator agency in the Western hemisphere in a carve-out plus three-year partnership that's far more interesting than the headline.But is it really "the largest creator economy transaction ever"? Christian runs the math. The claim doesn't survive contact with a calculator unless there's a lot more going on than a simple agency purchase.Christian and Ayelet break down the structure, what Accenture actually bought (hint: it's the $600M in media spend and the measurement layer, not just the creators), and why this probably isn't the end of Accenture's media buying spree.⏱️ TIMESTAMPS0:39 — Welcome to Market and Deals Friday, June 121:20 — The victory lap: our Episode 61 Accenture prediction came true2:06 — Why the deal took longer than expected (deals just take time)2:20 — Why we didn't name Whaler at the time — protecting a people-heavy business3:05 — When and how to tell your team you're selling: a real consideration for owners3:46 — What happened: Whaler Agency joins Accenture Song, terms undisclosed4:28 — The $44B creator economy and why Whaler sits in the middle of it4:50 — The real prize: $600M in media spend + the measurement and data layer5:33 — Reading it against the holdcos: consultants are coming for creator businesses6:16 — The math problem: can this really be "the largest creator economy deal ever"?6:50 — Why a $500M price on ~$12M EBITDA (40x) doesn't add up for the agency alone8:00 — The carve-out + call option + licensing theory that makes the number work8:30 — Is Whaler Agency just step one? Why Christian doesn't think so9:46 — Accenture Song's creator build: 9 acquisitions in 2024 alone10:16 — Why $600M in media spend is the growth-acceleration play vs. single-digit agency growth12:28 — Moelis advised Whaler; Accenture Song's corp dev ran it in-house13:46 — Why this is a planned (not closed) deal — and what shareholder disclosure will reveal14:35 — Quick hit: Walker Sands acquires Rev Partners (Mountain Gate turns on the engine)15:35 — Why Mountain Gate is already doing M&A less than a year into Walker Sands16:00 — Quick hit: Channable acquires Metreon — server-side conversion tracking16:41 — Quick hit: Sitecore acquires Scrunch — AI search optimization beyond traditional SEO18:16 — The connective tissue: four deals, zero disclosed prices, all capability buys18:31 — Why AI won't kill feed management anytime soon (the 20-30% false positive rabbit hole)20:11 — The bet: Accenture's next move is about media, not agencies20:38 — Structure over headline EV — the drum worth beating for every smaller shop21:06 — Wrap and a Knicks championship wish

Big Ben talks about who gets the blame for the San Antonio Spurs blowing a 29-point lead for the biggest collapse in NBA Finals history, Patrick Mahomes getting over $500M in a reworked deal with the Chiefs, Maller to the Third Degree, #AskBen, and more!See omnystudio.com/listener for privacy information.

Hour 1: Mike Florio (@ProFootballTalk) and Michael Holley (@MichaelSHolley) discuss latest news in NFL including the Kansas City Chiefs and Patrick Mahomes agreeing on the first NFL deal worth over $500M. Also, we react to the New York Knicks pulling off the greatest comeback in NBA Finals history against the San Antonio Spurs in Game 4. (02:00) New York Knicks pulling off the greatest comeback in NBA Finals history against the San Antonio Spurs in Game 4 (24:30) Patrick Mahomes, Chiefs agree to first NFL deal worth over $500MSee omnystudio.com/listener for privacy information.

Rich reacts to Patrick Mahomes' new $500M contract extension with the Kansas City Chiefs, and weighs in on the latest in the Cleveland Browns' QB competition. Bengals Head Coach Zac Taylor and Rich discuss Cincinnati's new-look defense after some big offseason additions, Joe Burrow big role in developing locker room chemistry, Myles Garrett's departure from the AFC North to the Los Angeles Rams, and how the end of the Spurs-Knicks NBA Finals Game 4 compares with drawing up a play at the end of a Super Bowl.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Shannon Sharpe, Chad “Ochocinco” Johnson and Iso Joe Johnson react to Kyrie Irving looking back in form, Sparks beat the Storm, Brittany Sykes goes off for Toronto Tempo, Patrick Mahomes lands new contract, Deshaun Watson doesn’t feel the love, AJ Brown’s last message and more! Subscribe to Nightcap presented by PrizePicks so you don’t miss out on any new drops! Download the PrizePicks app today and use code SHANNON to get $50 in lineups after you play your first $5 lineup! Visit https://prizepicks.onelink.me/LME0/NI... 0:00 - Kyrie Irving went crazy at the Top 100 Camp7:10 - Sparks beat Storm10:50 - Tempo beat Suns12:15 - Chiefs add 2 more years to Patrick Mahomes’ contract 22:35 - Deshaun Watson on Browns fans not supporting him 26:40 - A.J. Brown’s parting autograph at Eagles’ facility34:00 - De’Aaron Fox asked about his decision to shoot instead of running the clock38:15 - Q & Ayyy (Timestamps may vary based on advertisements.) #ClubSee omnystudio.com/listener for privacy information.

AGENDA: 00:00 – SpaceX Launches the Largest IPO Roadshow in History at $1.77T Valuation 05:00 – Did Elon Break the IPO Playbook? The High-Risk Pricing Strategy Explained 12:00 – Will SpaceX Create a New Generation of Venture Billionaires? 17:00 – OpenAI Files to Go Public as the AI IPO Race Officially Begins 19:00 – Sam Altman's Vision: Why AI Is Becoming Always-On Infrastructure 22:00 – Apple Admits Defeat on Siri and Turns to Google AI 25:00 – Uber Cuts 23% of HR as AI Reshapes White-Collar Work 31:00 – Founders Revolt Against VCs: The Fundraising Horror Stories Going Viral 38:00 – Lovable Hits $500M ARR: The Rise of the 100-Person Billion-Dollar Company 48:00 – Elon's Masterstroke: Why the Cursor Acquisition Could Be the Deal of the Year  

Disclaimer: Today's episode is sponsored by Gelt. Content is for educational purposes only. Not advice. Results discussed have not been vetted. Claims made by the guest have not been verified. The views expressed by the guest do not reflect those of the host or this show.—

Today, we're joined by Tony Fadell, inventor of the iPod, co-inventor of the iPhone, and founder of Nest, acquired by Google. He's also the New York Times bestselling author of Build: An Unorthodox Guide to Making Things Worth Making, and has invested in over 100 companies working across AI, surgery, textiles, and drug discovery.Tommy Stadlen talks to Tony about why Apple was so close to collapse when it bet on the iPod, why no single AI device will replace the smartphone, and the two-year internal standoff with Steve Jobs that a Wall Street Journal reviewer ended without knowing...He also speaks about:Why Apple had less than 1% market share and $500M in debt when they gambled on the iPod"Stay beginner": why great product teams design as if they've never seen the product before"Virus of doubt": the Nest approach to making people notice what they'd stopped seeingWhy the iPhone was really three devices you already owned, merged into oneGeneral Magic: building the iPhone concept 15 years too early (and what that tells you about timing)Why companies (and people) only change when they're close to dyingWhy no single AI device will replace your phone...Building a purpose driven company? Read more about Giant Ventures at www.Giant.vc.Music credits: Bubble King written and produced by Cameron McLain and Stevan Cablayan aka Vector_XING.Please note: The content of this podcast is for informational and entertainment purposes only. It should not be considered financial, legal, or investment advice. Always consult a licensed professional before making any investment decisions.

Ryan Pineda joins Brian to break down how he turned a $25 golf consulting offer into a half-million dollars in revenue and, eventually, a full mastermind business called M19 built entirely around business owners who love golf.Brian and Ryan cover:How Ryan went from charging $25 per round to $10K per session without running a single ad, just by posting one Instagram storyWhy his wife's offhand comment after a golf retreat became the insight that unlocked the entire M19 business modelThe recurring revenue structure behind M19 and why the trips are retention tools, not profit centersHow members write off their annual dues and every trip as a legitimate business expenseWhy Ryan believes the best businesses are built around what you already do for fun, not what you think the market wantsThe supply vs. demand constraint framework and how Ryan used it to price his way out of being overbookedWhere AI is headed for service businesses and why Ryan thinks tax firms, like realtors, aren't going anywhereIf you want to build a business around your lifestyle instead of despite it, this one's worth the full listen.If you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community

The CPG Guys are joined in this episode by Doug VandeVelde, Chief Growth Officer at WK Kellogg Co, manufacturer of an iconic brand portfolio including Kellogg's Frosted Flakes®, Rice Krispies®, Froot Loops®, Kashi®, Special K®, Kellogg's Raisin Bran®, and Bear Naked®.Follow Doug on LinkedIn at: https://www.linkedin.com/in/doug-vandeveldeFollow WK Kellogg Co online at: https://www.wkkellogg.com/Doug answered these questions:95% of Americans are missing their daily fiber, but nobody goes to a Super Bowl party looking for a "health lecture." Why was 2026 the specific moment you decided to use the world's loudest stage to talk about the "Fiber Gap"?Fiber has historically been marketed as a functional necessity for the "older" demographic. How are you using this campaign to pivot the narrative from a "health trend" to a "tasty daily routine" for everyone from Gen Z to Boomers?You partnered with Gary Vaynerchuk's team to bring humor and high-profile talent to a topic as "unsexy" as gut health. How do you, as a 25-year CPG veteran, balance the "legacy brand guardrails" of Kellogg's with the fast-paced, "attention-first" creative style of VaynerMedia?You chose a regional and streaming-first buy for the Big Game rather than a traditional national spot. As Chief Growth Officer, how did you justify the "reach vs. precision" trade-off to your board?Gut health can be clinical and boring. Talk to me about the decision-making process behind using humor. Does "funny" actually move units of Raisin Bran and Mini-Wheats, or is it just about winning the "Ad Meter" rankings?With a streaming-first approach, you have more data than a traditional TV buy. How is WK Kellogg using real-time signals from this campaign to adjust shelf-level execution in the weeks following the game?You've been in this game for over 25 years. What is the one "old school" CPG rule you had to break to make this 2026 Super Bowl campaign a reality?When you go big on a Super Bowl scale, the pressure on the supply chain is immense. How did the $500M modernization of your plants allow you to "lean in" to this demand spike in a way you couldn't have three years ago?Before the campaign went live, did you use AI-driven "attention analytics" or "predictive creative" tools to ensure the humor would land across different demographics, or was this a "gut-feel" (pun intended) decision?If this "Fiber Gap" campaign succeeds, you aren't just selling boxes of cereal—you're changing a category's trajectory. Is the future of WK Kellogg less about "Breakfast" and more about "Functional Wellness"?CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comSheCOMMERCE Website: https://shecommercepodcast.com/Rhea Raj's Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.

Lewis Hamilton blasts billionaires on J Shetty's podcast while sitting on a $500M fortune, triggering a PBD panel rant on hypocrisy, Monaco tax moves, “champagne socialists,” and why elites shouldn't apologize for winning.

In "Is Organized Tech Destroying the Small Logistics Entrepreneur" Joe Lynch and Nicholas Antoine, Co-Founder, Co-CEO, and Managing Partner of Red Arts Capital, discuss how mid-market logistics companies can leverage emerging automation and strategic "moats" to successfully survive and compete against tech-heavy enterprise giants. About Nick Antoine Nicholas Antoine is the Co-Founder, Co-CEO, and Managing Partner of Red Arts Capital, a private equity firm he co-founded in 2015 - at age 26 - to invest exclusively in supply chain and logistics businesses. A Princeton graduate, Nick began his career as an equity research analyst at Princeton Global Asset Management before joining Ariel Investments in Chicago, where he served as Chief of Staff to the Chairman and CEO of the $17 billion asset manager. At Red Arts, he leads fundraising, research, and investment thesis development, building one of the few Black-founded and -led PE firms in the country and one of the top-performing, ranked #7 on Bloomberg's 2025 Best-Performing U.S. Buyout Funds. Nick is a member of YPO and a board trustee of The Studio Museum in Harlem and WTTW (PBS Chicago). About Red Arts Capital Red Arts Capital is a Chicago-based private equity firm focused exclusively on partnering with North American supply chain and logistics businesses. Founded in 2015 by Nick Antoine and Chad Strader, Red Arts is a 100% Black-owned firm investing across the "supply chain economy" - freight, transportation, warehousing, contract packaging, and related middle-market companies with strong growth potential. In 2023, the firm closed its latest fund oversubscribed at $270M, above its $225M target, backed by institutional LPs including Prudential Financial, the University of Chicago's Office of Investments, and funds managed by Neuberger Berman. Red Arts pairs a sector-focused thesis with a belief that diversity drives performance - women represent roughly half the firm. Key Takeaways: Is Organized Tech Destroying the Small Logistics Entrepreneur In "Is Organized Tech Destroying the Small Logistics Entrepreneur" Joe Lynch and Nicholas Antoine, Co-Founder, Co-CEO, and Managing Partner of Red Arts Capital, discuss how mid-market logistics companies can leverage emerging automation and strategic "moats" to successfully survive and compete against tech-heavy enterprise giants. Firm Profile & Focus: Founded in 2015, Red Arts Capital is a 100% Black-owned, Chicago-based private equity firm that focuses exclusively on North American supply chain, logistics, and middle-market infrastructure businesses. Target Investment Profile: Unlike venture capital firms that hunt for speculative "hockey stick" growth, Red Arts invests $50M to $100M+ into established, profitable middle-market companies (typically family-owned with $100M to $500M in revenue) to provide liquidity and operational scaling. Strong Institutional Backing: Validating their sector-focused thesis, the firm closed its 2023 fund oversubscribed at $270M (surpassing its $225M target) backed by premier LPs like Prudential Financial and the University of Chicago. The Concept of "Organized Tech": Nick defines "organized technology" as a modern third form of power alongside organized people and organized capital. Large enterprise players use their scale and massive resources to deploy tech—and partner with startups for free trials—giving them a distinct, systemic advantage. An Opportunity, Not a Death Sentence: Organized tech is not inherently destroying small logistics entrepreneurs; rather, the risk lies in a lack of adaptability. Because AI and automated tools are becoming rapidly commoditized and affordable, small business survival depends on an entrepreneurial willingness to experiment. Building Defensive "Moats": To avoid competing strictly on commoditized pricing, successful logistics companies must build defensible moats. This includes high-touch customer service, strong cultural values that lower driver turnover, or geographic asset density (like uniquely zoned cross-dock terminals) that competitors cannot easily replicate. Outsized Returns from Small Tech Investments: Technology adoption doesn't require a massive overhaul to significantly impact the bottom line. In one LTL case study, Red Arts introduced a simple automated software tool to capture missed, manual accessorial charges, plugging a major revenue leak and yielding massive profit returns. Learn More About Is Organized Tech Destroying the Small Logistics Entrepreneur Nicholas Antoine | Linkedin Red Arts Capital | Linkedin Red Arts Capital Bloomberg executive profile Investing in Supply Chain Solutions with Nick Antoine of Red Arts Capital | Impact Podcast Black Professionals in PE & Finance spotlight | McGuireWoods Fund close coverage | $270M, Business Wire Organized Technology: A New Power Defining The American Dream | Forbes The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

In this episode, we explore Lovable's remarkable growth as it hits $500 million in annual recurring revenue and discuss Apple's exciting new features in AI and vibe coding. Additionally, we cover insights on upcoming IPOs for major AI players and my personal journey of vibe coding an iOS app.Chapters00:00 Lovable's Growth Highlights00:52 Apple's AI Features03:52 Perplexity's IPO Plans09:35 Updates on OpenAI and Tools for Humanity14:04 Google DeepMind's AI Accelerator20:06 My Vibe Coding Experience Show LinksSelfpause our Vibe coded app: https://apps.apple.com/us/app/selfpause-daily-affirmations/id1518538414Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

In this episode, we explore Lovable's remarkable growth as it hits $500 million in annual recurring revenue and discuss Apple's exciting new features in AI and vibe coding. Additionally, we cover insights on upcoming IPOs for major AI players and my personal journey of vibe coding an iOS app.Chapters00:00 Lovable's Growth Highlights00:52 Apple's AI Features03:52 Perplexity's IPO Plans09:35 Updates on OpenAI and Tools for Humanity14:04 Google DeepMind's AI Accelerator20:06 My Vibe Coding Experience Show LinksSelfpause our Vibe coded app: https://apps.apple.com/us/app/selfpause-daily-affirmations/id1518538414Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we explore Lovable's remarkable growth as it hits $500 million in annual recurring revenue and discuss Apple's exciting new features in AI and vibe coding. Additionally, we cover insights on upcoming IPOs for major AI players and my personal journey of vibe coding an iOS app.Chapters00:00 Lovable's Growth Highlights00:52 Apple's AI Features03:52 Perplexity's IPO Plans09:35 Updates on OpenAI and Tools for Humanity14:04 Google DeepMind's AI Accelerator20:06 My Vibe Coding Experience Show LinksSelfpause our Vibe coded app: https://apps.apple.com/us/app/selfpause-daily-affirmations/id1518538414Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we explore Lovable's remarkable growth as it hits $500 million in annual recurring revenue and discuss Apple's exciting new features in AI and vibe coding. Additionally, we cover insights on upcoming IPOs for major AI players and my personal journey of vibe coding an iOS app.Chapters00:00 Lovable's Growth Highlights00:52 Apple's AI Features03:52 Perplexity's IPO Plans09:35 Updates on OpenAI and Tools for Humanity14:04 Google DeepMind's AI Accelerator20:06 My Vibe Coding Experience Show LinksSelfpause our Vibe coded app: https://apps.apple.com/us/app/selfpause-daily-affirmations/id1518538414Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

In this episode, we explore Lovable's remarkable growth as it hits $500 million in annual recurring revenue and discuss Apple's exciting new features in AI and vibe coding. Additionally, we cover insights on upcoming IPOs for major AI players and my personal journey of vibe coding an iOS app.Chapters00:00 Lovable's Growth Highlights00:52 Apple's AI Features03:52 Perplexity's IPO Plans09:35 Updates on OpenAI and Tools for Humanity14:04 Google DeepMind's AI Accelerator20:06 My Vibe Coding Experience Show LinksSelfpause our Vibe coded app: https://apps.apple.com/us/app/selfpause-daily-affirmations/id1518538414Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Paulo Passoni, Managing Partner at Valor Capital, and Olga Maslikhova sit down with their first-ever TJC Debrief guest — Ivana Delevska, Founder and CIO of Spear Invest and Portfolio Manager of the Spear Alpha ETF (SPRX, Nasdaq), one of the best-performing actively managed AI ETFs. Ivana spent a decade at Tiger Management, Millennium, and Citadel before founding Spear, where she now runs over $100M in AUM as a one-person fund augmented by AI. This is the June 2026 edition of TJC Debrief — a monthly show covering tech, venture, and capital markets through a global lens.We cover where $1 of AI spend actually goes — 50% to compute, 15–20% to networking, 15% to power and physical build-out — and why networking is the most under-the-radar layer of the value chain, why behind-the-meter power and former Bitcoin mining sites (Applied Digital) are the most overlooked plays in AI infrastructure, why Latin America could become a serious data center alternative to the US given cheaper electricity and faster permits, why hyperscaler-backed offtake deals are solving the cost-of-capital problem for data center build-outs, the SpaceX IPO at $1.77 trillion and 60x forward revenue with only 15% growth — and why Paulo thinks the employee lockup wall is the biggest risk, why Anthropic at ~$1T with $15B revenue scaling to $200B in 2027 is the more reasonable bet on a 12-month horizon while SpaceX is the better 10-year hold, why the application layer is where the next wave of billion-dollar revenue companies will emerge — using Higgsfield as a case study going from $0 to nearly $500M in revenue in one year by orchestrating 30 video models, why speed and revenue per employee ($1–10M is the new bar) are the only real moats left in software, why Elon is the "king of hardware" and what the EPC contractor insourcing playbook actually looks like, why community is the anti-AI moat — from independent watchmaker collector groups to Corgi's coffee shop in Silicon Valley, why the air pocket of AI demand is the real risk to watch (token prices are the early signal), and why wealth concentration from the AI boom is the biggest macro risk of all — and what forced-savings products and intelligent wealth transfer mechanisms could prevent it.Subscribe to The J Curve Insider newsletter for deeper insights and follow Olga on LinkedIn and Instagram.

In this episode, we explore Lovable's remarkable growth as it hits $500 million in annual recurring revenue and discuss Apple's exciting new features in AI and vibe coding. Additionally, we cover insights on upcoming IPOs for major AI players and my personal journey of vibe coding an iOS app.Chapters00:00 Lovable's Growth Highlights00:52 Apple's AI Features03:52 Perplexity's IPO Plans09:35 Updates on OpenAI and Tools for Humanity14:04 Google DeepMind's AI Accelerator20:06 My Vibe Coding Experience Show LinksSelfpause our Vibe coded app: https://apps.apple.com/us/app/selfpause-daily-affirmations/id1518538414Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we explore Lovable's remarkable growth as it hits $500 million in annual recurring revenue and discuss Apple's exciting new features in AI and vibe coding. Additionally, we cover insights on upcoming IPOs for major AI players and my personal journey of vibe coding an iOS app.Chapters00:00 Lovable's Growth Highlights00:52 Apple's AI Features03:52 Perplexity's IPO Plans09:35 Updates on OpenAI and Tools for Humanity14:04 Google DeepMind's AI Accelerator20:06 My Vibe Coding Experience Show LinksSelfpause our Vibe coded app: https://apps.apple.com/us/app/selfpause-daily-affirmations/id1518538414Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

In this episode, we explore Lovable's remarkable growth as it hits $500 million in annual recurring revenue and discuss Apple's exciting new features in AI and vibe coding. Additionally, we cover insights on upcoming IPOs for major AI players and my personal journey of vibe coding an iOS app.Chapters00:00 Lovable's Growth Highlights00:52 Apple's AI Features03:52 Perplexity's IPO Plans09:35 Updates on OpenAI and Tools for Humanity14:04 Google DeepMind's AI Accelerator20:06 My Vibe Coding Experience Show LinksSelfpause our Vibe coded app: https://apps.apple.com/us/app/selfpause-daily-affirmations/id1518538414Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This is the same presentation 40-50 members said fundamentally changed their businesses and lives. Brian shares the three-step framework he spent over $515,000 in personal development to build.Brian covers:Why acquisition alone will never get you to freedom, and the three-part Freedom Formula of Acquisition, Acclimation, and ArchitectureThe State, Story, Strategy framework and why 80% of your business problems are mental, not tacticalHow Brian went from $91K in revenue and nearly missing payroll to $182K in the same month the following year by changing one thingWhy the stories you tell yourself are the actual ceiling on your business and your bank accountThe unit economics breakdown Brian used live to map a member's path to $80K a month with one simple daily driverHow Action Academy went from $154K in a quarter to seven figures a quarter, and what actually caused the 600% increaseIf you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community

Jason Kutasi is the founder and CEO of SkyHouse, a performance marketing agency that managed $50M in ad spend for 2025 - its first full year of business. He's driven roughly $500M in advertising over his career and built a children's book publisher acquired by Scholastic and a digital marketing platform acquired by Capital One.  Jason specializes in copywriting, funnel analytics, and scaling high-growth DTC and telemedicine brands.Highlight Bullets> Here's a glimpse of what you would learn…. E-commerce growth strategies and challenges.Comparison of selling on Amazon versus Shopify.Importance of average order value (AOV) in scaling advertising.Strategies to increase AOV, such as product bundling and premium versions.The role of TikTok and other platforms in e-commerce marketing.Managing advertising campaigns and the balance between creative volume and quality.The significance of agency versus in-house marketing teams.The impact of AI on marketing and the importance of human expertise.Insights on effective copywriting and video content in advertising.The future of e-commerce marketing and the evolving landscape of digital advertising.In this episode of the E-comm Breakthrough Podcast, host Josh Hadley speaks with Jason Kutasi, CEO of Skyhouse, about scaling e-commerce brands. They discuss the importance of average order value (AOV), emphasizing that brands need at least $60 in margin to run profitable paid ads. Jason contrasts Amazon-first versus Shopify-first strategies, recommends bundling and subscriptions to boost AOV, and advises starting with freelancers before scaling with agencies and in-house teams. They also explore Meta advertising, creative quality versus volume, and how AI augments—but doesn't replace—skilled marketers and copywriters.Here are the 3 action items that Josh identified from this episode:Fix Your AOV Before Scaling Ads Don't run paid ads until your average order value and margins can support CAC. Aim for $60+ margin per order using bundles, upsells, or subscriptions.Build on Shopify, Use Amazon as a Bonus Channel Prioritize DTC (Shopify) to control pricing, data, and AOV—then layer Amazon as an incremental revenue stream, not your foundation.Test Creatives Broadly, Then Double Down on Winners Launch multiple ad variations quickly, identify what works, and scale only high-performing creatives with better production and audience targeting.Timestamps:00:00:00 Introduction to the AOV ProblemJason Kutasi explains that Amazon sellers often struggle to scale on other platforms due to a low Average Order Value.00:00:34 Host & Guest IntroductionHost Josh Hadley introduces the episode's topic and guest Jason Kutasi, founder and CEO of performance marketing agency Skyhouse.00:02:26 Amazon vs. Shopify MindsetA discussion on the two primary approaches to starting an e-commerce business and the challenges faced by Amazon-first brands.00:03:39 The $60 Margin RuleJason explains why brands need at least $60 in margin to profitably acquire customers on paid ad platforms like Meta.00:04:37 Strategies to Increase AOVActionable ways to increase Average Order Value, including creating sister brands, bundling products, and offering aggressive subscription models.00:07:56 The "Shopify First" AdvantageThe benefits of a higher AOV, which provides more margin to scale advertising across multiple channels beyond Amazon PPC.00:10:30 Why You Must Be OmnichannelJason argues that Shopify brands should sell on Amazon to avoid losing customers who prefer to purchase there.00:14:01 Case Study: A Massive Meta Ad WinJason details a recent successful video ad campaign that scaled to thousands of orders in a single weekend.00:20:04 Navigating Meta's Andromeda UpdateA discussion on Meta's shift to creative-driven campaigns and the strategy of slicing avatars for better, more stable performance.00:23:34 Agency vs. In-House TeamsJason breaks down when to hire a freelancer, an agency, or build an in-house team for your marketing efforts.00:29:13 Why Most Marketing Agencies FailJason shares his experience with underperforming agencies and what brand owners should look for when hiring one.00:33:28 Building an In-House Team Alongside an AgencyThe importance of building an internal team to de-risk your business and test new offers before scaling with an agency.00:36:38 The Future of E-commerce and AIJason predicts AI will commoditize ad creation, making predictive modeling and data-driven rules the new competitive edge.00:41:42 AI as a Human AmplifierAI won't replace skilled marketers but will augment their abilities, allowing them to perform at a much higher level.00:44:43 Three Actionable TakeawaysThe host summarizes the episode's key lessons: fix your AOV, build in-house, and leverage AI with smart people.00:49:33 Jason's Final RecommendationsJason shares his most influential book, favorite AI tool (Claude Code), and a respected figure in the e-commerce space.Resources mentioned in this episode:Josh Hadley on LinkedIneComm Breakthrough ConsultingeComm Breakthrough PodcastEmail Josh Hadley: Josh@eCommBreakthrough.comTools and Websites"Amazon": "00:02:26""Shopify": "00:02:26""Meta (Facebook/Instagram Ads)": "00:02:56""Google Ads": "00:02:56""YouTube Ads": "00:02:56""TikTok": "00:06:23""PayPal": "00:11:49""Apple Pay": "00:11:49""Google Pay": "00:11:49""Shop Pay": "00:11:49""Claude Code": "00:50:05""Meta": "00:38:16"Books"The E-Myth by Michael E. Gerber": "00:00:56""Cash Flow": "00:49:36"Videos"Video Ads": "00:14:01"Notable Mentions / People"Skyhouse (Jason Kutasi's performan...

Two mobile games with a $500M annual run rate in just two years, with a fivefold revenue increase in the last 12 months alone. If you're building in mobile gaming or just want to understand what a genuine rocket ship looks like from the inside, this one's worth your time.Grand Games' founder Batuhan Çelebi built one of the fastest-growing mobile game studios in history. In this episode, Batuhan breaks down exactly how Grand Games did it: the multi-studio structure that keeps teams small and ownership real, the game greenlight process that filters out imitation before it starts, and why Turkish mobile gaming talent is pound-for-pound best in the world. We also get into the honest stuff. The capability gaps they're still closing, what happens if growth flattens, and brutal seasons of raising his first round.

El episodio 119 llegó con framework, números y oportunidades que no te podés perder.Arrancamos con lo más accionable del episodio: los 7 principios de Y Combinator para construir una empresa en la era AI. No es AI como herramienta, es AI como sistema operativo de toda la organización. Loops cerrados en cada proceso, empresas legibles para los modelos, fábricas de software donde los humanos definen los specs y la AI construye el código, y equipos lo más flat posible donde cada persona tiene una responsabilidad directa y no hay lugar para esconderse. Si estás construyendo algo hoy, este es el episodio.Después el número que más sorprendió de la semana: Uber gastó 500 millones de dólares en tokens en tres meses y su CFO admitió públicamente que no vio ningún resultado. La contracara fascinante es que los propios modelos de AI no saben cuánto les cuesta producir cada token. Están vendiendo algo a un precio que ellos mismos no entienden todavía. Y mientras tanto, la mayoría de las empresas está descubriendo que un modelo open source más chico instalado en sus propios servidores les da el 90% del resultado al 2% del costo.También hablamos de la nueva métrica que define esta era: el EBITDA ya tiene una T nueva. Ya no es solo Before Interest, Taxes, Depreciation and Amortization. Ahora es Before Tokens también. Si tu empresa no está midiendo cuánto gasta en tokens, no está midiendo bien.En el frente de IPOs, Anthropic hizo su filing privado, OpenAI apunta a septiembre y SpaceX está cada vez más cerca. Tres movimientos que van a redefinir el mercado en los próximos meses.Cerramos con dos temas más personales. Primero, el debate entre Oura, Whoop y Fitbit — cuál sirve, para quién y por qué el nuevo monitor de glucosa Lingo de Abbott a 30 dólares puede ser uno de los dispositivos más importantes para entender tus hábitos. Segundo, cómo filtrar el spam de family offices y brokers de secundarios que llega por LinkedIn todos los días sin perder tiempo.

What if the detail that seems trivial to you is the constraint keeping the entire project from moving forward?In this episode of KP Unpacked, KP Reddy sits down with Dr. Barry Clark, CTO of Zero RFI, to unpack why construction projects fail on details nobody thought mattered. A structural beam seems simple: read the line on the drawing, spec the size, done. But the client needs the longest span possible without custom manufacturing (adds cost). The superintendent needs to know when the truck leaves to avoid traffic (adds delays). The permitting team worries about wide-load requirements (adds 90 days). The building supplier tracks lead times and availability. Same beam. Five different perspectives. All mission-critical. The edge case you dismiss is someone else's everyday constraint.Barry explains why AI's real unlock isn't automating standardized workflows (McDonald's already perfected that). It's mass customization at scale. Every persona on a project looks at the same drawings and sees different risks. AI can now hold all those perspectives simultaneously and optimize for all of them. The conversation also reveals why companies are having a "Facebook moment" with AI (deployed it everywhere, now realizing they don't understand privacy), the three-tier consulting model emerging (billable hours get worst talent, equity gets best), why programming got easy and that's actually good, and why Zero's training spends two-thirds of its time on mental models instead of AI mechanics.Key questions answered:Why do construction projects fail on edge cases nobody thought were important?What's the structural beam example that shows five different perspectives on the same detail?How does AI enable mass customization instead of McDonald's-style standardization?What's the corporate "Facebook moment" happening with AI deployment right now?Should you go deep on one AI technology or broad across all of them?What are supply chain attacks, and how should executives test their IT teams?What are the three tiers of AI consulting: billable hours, risk fees, or equity?Why did one consulting firm charge $5M but generate $500M in client outcomes?Do employees own their skills files when they leave, or does the company?Why did some software engineers quit when their companies adopted AI coding?What's the difference between LLMs, VLMs, and physics-informed neural networks?Why does Zero's training curriculum focus on thinking frameworks instead of tool mechanics?If you're an engineer dismissing client requests as edge cases, a project manager wondering why small details derail schedules, or trying to understand why AI matters more for customization than standardization, this episode will show you that everyone's edge case is equally critical to project success.Listen now.

In this episode of the Grow A Small Business Podcast host Troy Trewin interviews Tim Rexius shares how he lost nearly everything during the GFC, delivered pizzas at night, and sanded floors to fund the launch of Rexius Nutrition. He reveals how relentless networking, smart risk-taking, and a commitment to learning helped him grow multiple businesses, including three successful gyms. Tim also explains how Omaha Protein Popcorn evolved from a struggling idea into a global brand stocked in over 30,000 stores across 16 countries. Along the way, he discusses leadership, marketing, building a strong team culture, and why entrepreneurs must remain lifelong students. This inspiring conversation is packed with lessons on resilience, growth, and creating opportunities from adversity. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Tim Rexius, the hardest thing in growing a small business is access to capital. He believes many entrepreneurs have great ideas and the willingness to work hard, but securing funding is often the biggest challenge. Tim notes that borrowing money has become increasingly difficult, and when funding is available, the interest rates and repayment terms can be tough. He advises business owners to find creative ways to generate income while building their business so they can cover overhead costs and avoid making poor decisions under financial pressure. What's your favorite business book that has helped you the most? Tim Rexius says one of the business books that has helped him the most is Think Big, Shut the F Up and Work. He also credits Masters of Selling by Tony Robbins as a life-changing book that helped him understand communication, sales, and human behavior. Tim believes that learning how to sell effectively is one of the most valuable skills an entrepreneur can develop because it influences every aspect of business growth and success. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Tim Rexius shared invaluable entrepreneurial wisdom across several platforms, including his standout appearances on The Management Blueprint Podcast, The Deep Wealth Podcast, and the Phat Muscle Project Podcast, where he breaks down real-world scaling strategies and leadership frameworks. His home base at timrexius.com also offers direct access to Rexius Business Consulting, where he mentors entrepreneurs globally on franchising, retail expansion, and building strong team cultures. For broader small business growth, the Grow a Small Business Podcast hosted by Troy Trewin — the very show Tim featured on — delivers weekly deep-dives with founders tackling the same challenges. You can also follow Tim on Instagram, YouTube, and LinkedIn at @timothy_d_rexius for ongoing, no-BS business insights from someone who built a $50M brand from nothing. What tool or resource would you recommend to grow a small business? Tim Rexius shares that the most powerful tool for growing a small business is building genuine relationships, as he personally visited three gyms every day for three years to meet potential customers, proving that consistent human connection outperforms any paid marketing strategy. He also emphasizes leveraging social media to level the playing field, noting that a strong personal brand and winning attitude can make a C-class location just as successful as an A-class one, which he demonstrated by growing Omaha Protein Popcorn to over 30,000 stores across 16 countries. For direct mentorship and structured business guidance, Tim offers Rexius Business Consulting at timrexius.com, where he coaches entrepreneurs on scaling, franchising, and turning employees into entrepreneurial partners using his proven Entrepreneur Creation Framework. What advice would you give yourself on day one of starting out in business? Tim Rexius would tell his day-one self to stop waiting for the perfect moment and instead start hustling immediately, because delivering pizzas at night and sanding floors on weekends while building his first store taught him that grit and relentless action will always outwork privilege and perfect timing. He would also remind himself that it is far easier to turn customers into friends than friends into customers, so invest every ounce of energy into showing up, meeting people, and projecting a winning attitude — because the right mindset attracts the right opportunities. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: It's a lot easier to turn customers into friends than friends into customers — Tim Rexius You can have a C-class location but an A-class person, and still build a wildly successful business — Tim Rexius People really want to be surrounded by winners, so put on a winning attitude and watch the right opportunities find you — Tim Rexius  

Secure your spot for the MULTI-AGENT ORCHESTRATION AI COURSE: https://multiplai.ai/multi-agent-orchestration-course/Are AI jobs disappearing faster than they're being created—or are we asking the wrong question?For months, AI leaders warned of massive job losses. Now, some of the same voices are changing their tune. But while Sam Altman and Dario Amodei are sounding more optimistic, tech layoffs continue to climb, AI anxiety is spreading across the workforce, and business leaders are facing a difficult question: what's actually happening beneath the headlines? In this week's AI News episode, Isar Matis breaks down the conflicting signals shaping the future of work and explains why the next few years may be far more turbulent than many expect. He also explores a major shift in the AI race: why model intelligence is no longer the primary battleground, and why speed, cost, accessibility, and business value are becoming the metrics that matter most. If you're a business leader trying to understand where AI is headed—and what it means for your workforce, strategy, and competitive advantage—this episode provides a practical framework for separating hype from reality.In this session, you'll discover: Why Sam Altman says he may have been wrong about the pace of AI-driven job disruption.  The Jevons Paradox and how increased AI productivity could create new demand.  The reality behind recent tech layoffs and whether AI is truly responsible.  Why employee anxiety around AI may matter more than the statistics themselves.  The growing gap between jobs being eliminated and new AI-related roles being created.  Why reskilling workers may be harder than most organizations expect.  How the AI race is shifting from model quality to business value.  Why open-source models are rapidly closing the gap with frontier AI systems.  The hidden cost explosion companies are experiencing with AI tokens and agents.  What Microsoft's latest Build announcements reveal about the future of enterprise AI.  Why robots cleaning homes may be an early sign of AI's impact on blue-collar work. About Leveraging AIThe Ultimate AI Course for Business People: https://multiplai.ai/ai-course/YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/eventsIf you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!

Most rental property investors are working off the wrong math. The internet says five to ten properties will replace your income. The real number is closer to 40 - and once you see why, everything changes.Brian covers:Why $200 a month per door is the honest number most investors don't want to acceptThe 2D framework: why the investors who replace their income focus on dollars per move, not doorsHow Sierra quit her six figure job using note investing at 12 to 15% annual returnsWhy one self storage deal can create $250,000 in forced equity that rentals never couldThe three T's: target, timeline, and trade offs every investor needs to work throughWhy shifting vehicles compresses a 20 year rental timeline into a single acquisitionIf you are serious about building a life on your terms and want to surround yourself with people who are actually doing it, go to: https://actionacademy.com?el=action_academy_podcastIf you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community

Our Pulse Special episodes feature the hottest content from the 2026 event, including panel discussions with leading brands and technology vendors.Exclusive to Inside Commerce, these discussions share interesting insights from respected industry practitioners.In this panel, ex Gymshark CEO Steve Hewitt, now founder of Whanau Advisory, talks about the economics of scale. Steve joined Gymshark when it was at £5 million revenue, and oversaw its rapid growth to £500 million +, leading the business through investment and a £1 billion+ valuation. He talks about their four buckets for success:1. What's the brand's purpose?2. Who does it exist for?3. What is the brand's value set?4. What is the business model and how scalable is it?He explores the dynamics of investment and how investors evaluate the investment potential for ecommerce brands.It's an incredible opportunity to get expert advice from a seasoned ecommerce executive who understands the commercial dynamics of growth and investment.About PulsePulse is an ecommerce conference designed for ambitious high-growth retailers and brands looking for inspiration and innovation from some of the top speakers in ecommerce and digital marketing.It takes place over 2 days every year in London, UK, with it sister New York event in September.

Want to write 30 life policies in 30 days? Join Michael Weaver's FREE live training - Thursday, June 4th at noon Central.

Brian Will was a high school dropout who went on to build companies worth half a billion dollars. He also lost everything once — and that failure taught him more than any of the wins ever did. In this episode, Jack sits down with the two-time Wall Street Journal bestselling author and serial entrepreneur to break down what actually makes a business survive: never letting one customer own you, keeping your ego in check, knowing your numbers cold, and being "ambitiously lazy" enough to turn problems into profit. They also get real about the multifamily reckoning and why now might be the time to buy. Grab Brian's books at brianwillmedia.com and check out his new AI venture at livingforeverai.com. Timestamps: 00:00 — Meet Brian Will: Half a Billion Built, Everything Lost Once 02:44 — The 80% Mistake & Lifestyle Creep 07:26 — "Ambitiously Lazy" & Your Personal Filter 25:47 — The Multifamily Reckoning 38:39 — The 5 Keys to Success + Living Forever AI

Most buyers lose the business deal before they ever submit an offer.In this episode, business broker Jordan Kelliher breaks down what actually happens behind the scenes when a great business hits the market, why brokers ignore most buyers, and how to separate yourself from the 200+ people competing for the same deal. Brian and Jordan cover:Why most buyers never get a call backHow brokers actually choose the winning buyerThe biggest mistakes first-time buyers makeWhy relationships matter more than spreadsheetsThe truth about seller financing and “no money down” dealsHow to stand out in a competitive acquisition marketIf you want to buy a business in the next 12 months, this episode will save you months of wasted time and missed deals.Curious as to how we've bought multiple businesses and built millions in equity? Give this video a watch for a full breakdown: https://www.youtube.com/watch?v=cviipnGtDWI&feature=youtu.beIf you are serious about building a life on your terms and want to surround yourself with people who are actually doing it, go to: https://actionacademy.com?el=action_academy_podcastIf you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community

Chuck Todd walks through a primary night that was, in his words, a really good night for Democrats — and one that may have just answered whether 2026 is shaping up as a genuine blue wave. The night's biggest single story came out of Iowa, where Zach Lahn pulled off a stunning upset of Randy Feenstra in what Chuck characterizes as a "MAHA vs. MAGA" race — Trump endorsed the establishment Feenstra and lost, which Chuck predicts will drive the president absolutely nuts. Iowa Democrats also got a substantial ticket boost when Josh Turek blew out Zach Wahls in the Senate primary, and combined with the surprisingly strong gubernatorial candidacy of Rob Sand, Iowa is now the cleanest test case in the country for whether the political wind has truly shifted — a right-leaning state where the politics are visibly in flux. Chuck flags that Lahn can probably be painted as too far right in a general, that having "congressman" as your first name has become a real disadvantage in 2026, and that the night was an unambiguous positive for Democrats nationally. He also walks through results elsewhere: New Jersey's seventh district will see Tom Keane (still mysteriously MIA from his own campaign) face Rebecca Bennett; South Dakota's gubernatorial race is headed to its first-ever runoff after four candidates each cleared 20%, and Deb Haaland is on track to become the first Native American woman governor in U.S. history. The conversation then turns to California, where Chuck warns it will be days before we have full primary results but where turnout is already on pace to exceed 2022. He cautions viewers about the inevitable early "red mirage" from the mail-vote curve, predicts Hilton has enough of a lead over Steyer that he likely survives, and argues Xavier Becerra would much rather face Hilton than Steyer in a general — though a potential scandal is looming over Becerra that could reshape the whole race. Chuck argues a Becerra-Hilton race would be a conventional Democrat-versus-Republican contest, that Steyer has spent $500 million across his last two campaigns and still has a low ceiling because he's created a genuine sense of voter exhaustion, and that the single most fascinating race in the state right now is CA-06 and Kevin Kiley. The Los Angeles mayoral picture is clarifying too: Karen Bass and Spencer Pratt appear set to advance, which Todd argues is exactly what Bass wanted — it will be far easier to turn Pratt into a Trump acolyte in a general election than to face the formidable Nithya Raman. He notes that Matt Mahan became known as "big tech's candidate" in ways that genuinely hurt him, and closes with one to watch in Montana, where independent Seth Bodner is quietly hoping the Democratic candidate eventually bows out so he can consolidate the anti-incumbent vote into a real challenge. Then, Orange County Mayor Jerry Demings — the former Orlando police chief turned local executive who is now running for governor of Florida — joins the Chuck Toddcast for a candid conversation about the challenges of being a Democrat in modern Florida and the lessons his unusual career path (accountant, then cop, then mayor) brings to executive leadership. Demings reveals that Governor Ron DeSantis personally threatened to remove him from office over his opposition to ICE operations in Orange County, and uses that experience as the entry point to a broader discussion about what's gone wrong with American law enforcement. He argues you cannot solve police shortages by lowering recruiting standards — exactly what he says ICE did when it ramped up so quickly that screening and training went out the window, with the predictable consequence that ICE has now begun poaching trained officers from state and local departments. Demings makes the case that we have to get criminals off the streets but it has to be done lawfully, that state law enforcement should not be doing immigration work, and that being elected sheriff as a partisan position creates real tensions because the actual responsibilities of the job aren't partisan at all. He pushes back on the idea that he's running to be a "performance politician" and frames his candidacy as wanting to bring competent local-government experience to a state level that he says is suffering from leaders chasing viral moments rather than delivering services. The conversation turns to the structural challenges facing Florida and the deeper question of why Democrats can't win statewide in a state that's growing more diverse by the year. Demings argues Florida's underpaid state legislators simply don't attract quality talent, that many longtime Florida Democrats have left the party out of pure frustration, and that the party's central task is to restore basic public belief in government's capacity to function. He's willing to give DeSantis credit for diversifying and growing Florida's economy, but argues the state needs to find efficiencies rather than continually burdening local governments with expenses it should be covering itself — and points to slashed state mental health funding as a direct driver of the violent crime he sees in his community. Demings is sharp on Florida's climate exposure, arguing the state is building in places it absolutely should not be building, and that hurricane-hardened construction standards need a major overhaul, He flags the NAACP's call for athletes to avoid schools in remapping states as the kind of extreme response that extreme government actions inevitably provoke, and warns that the politics of division are starting to genuinely threaten Florida's tourism economy — meaning the state's longtime economic engine may finally be running into the consequences of the culture wars its leaders have spent the past decade fueling. Finally, Chuck presents his ToddCast Top 5 list of instances that Republicans have rebuked Donald Trump in his second term, and answers listeners’ questions in the “Ask Chuck” segment. Predict the action all the way through the finals. Sign up now for your twenty-five dollar bonus on https://fanduel.com/predicts Link in bio or go to https://getsoul.com & enter code TODDCAST for 30% off your first order. Thank you Wildgrain for sponsoring. Visit http://wildgrain.com/TODDCAST and use the code "TODDCAST" at checkout to receive $30 off your first box PLUS free Croissants for life! Timeline: 00:00 Chuck Todd’s introduction 01:00 Tuesday was a REALLY good night for Democrats nationally 01:30 Tom Keane still MIA, will face Rebecca Bennett in NJ-07 04:00 Iowa results made Democratic ticket substantially stronger 04:30 Josh Turek blew out Zach Wahls in Iowa 05:30 Biggest upset of the night was Zach Lahn beating Randy Feenstra 08:15 Lahn vs. Feenstra was a MAHA vs. MAGA race 08:45 Iowa is a right leaning state, but the state’s politics are in flux 09:45 Having a first name of “congressman” is a major disadvantage 11:30 Rob Sand is a very strong Democratic candidate for governor in Iowa 13:15 It’s possible Lahn can be painted as too far to the right 14:15 Iowa will be the test of whether 2026 is a blue wave election 15:30 Iowa was a huge positive development for team blue 16:45 Trump endorsing Feenstra then losing will drive Trump nuts 19:00 South Dakota governor’s race headed to runoff for first time 20:45 Four candidates in SD gubernatorial race received 20% of vote 23:00 Voters keep rewarding political bomb throwers 24:00 Trump endorsed the least Trump-like candidate, voters chose the Trumpy one 25:00 Deb Haaland on track to be the first Native American woman governor 25:30 It will be days before we know the full results of California primaries 27:30 California turnout will exceed turnout in 2022 28:30 Early on there will be a red mirage in California due to early vote 31:00 Hilton has enough of a lead over Steyer that he likely hangs on 32:15 Becerra would rather run against Hilton than Steyer 32:45 Steyer has created a sense of exhaustion 33:45 A Becerra v Hilton race would be a conventional D vs. R race 34:15 Potential scandal looms over Becerra 35:45 Most fascinating race is CA-06 and Kevin Kiley 38:15 It looks like Karen Bass & Spencer Pratt will move on in LA mayoral 40:30 It will be easier for Bass to turn Pratt into a Trump acolyte than face Raman 41:45 Steyer has a low ceiling, and has spent $500M in last two campaigns 43:30 Matt Mahan became known as “big tech’s candidate” and that hurt him 46:00 Independent Seth Bodner hoping Democratic candidate bows out in Montana 54:30 Jerry Demings joins the Chuck ToddCast 55:30 How did you go from accountant to police to mayor? 56:45 Accounting background helped with managing the city budget 58:00 How has Orlando changed since the time you were a police officer in the 80s? 59:30 Working on police reform both locally and nationally 1:00:45 Should the focus for police be better recruiting or better training? 1:01:30 Lowering recruiting standards can’t be the answer to police shortages 1:02:15 ICE was forced to ramp up so fast they didn’t screen or train recruits properly 1:03:45 We have to get criminals off the street, but it has be done lawfully 1:04:30 What were the unintended consequences of ICE’s questionable recruitment? 1:05:45 ICE began poaching state and local police officers 1:07:45 Should county sheriff be an elected position? 1:09:00 Political considerations do enter the equation when you’re elected 1:10:30 Size of jurisdiction does matter when it comes to appointed vs. elected 1:11:30 Sheriff is elected as a partisan position, but the responsibilities aren’t partisan 1:12:30 Why did you want to run for governor? 1:15:00 Want to take experience at local level government to a larger level 1:15:45 Ron DeSantis threatened to remove him over opposition to ICE 1:18:30 How would you work with the Republican dominated legislature? 1:20:30 Republicans have a large voter registration advantage in Florida 1:21:45 Not interested in being a performance politician 1:23:00 Why have Democrats been unable to elect a governor in Florida? 1:23:30 Florida’s legislators are underpaid, don’t attract quality talent 1:25:15 Many Florida Democrats left the party due to their frustration 1:27:00 Democrats need to restore belief in government 1:28:30 What has Ron DeSantis done right? Diversified & grown the economy 1:30:45 Does Florida need more tax revenue and how do you acquire it? 1:32:30 Government should always look to find inefficiencies & fix them 1:33:30 The state keeps burdening local governments with expenses 1:35:00 State has slashed funding for mental health, leading to violent crime 1:38:00 There is a lot of fraudulent claims made in Florida, state bad at investigating 1:39:00 State law enforcement shouldn’t be doing immigration enforcement 1:39:45 Florida is building in places they shouldn’t be, not factoring climate change 1:40:45 Florida should be hardening their building and infrastructure 1:42:00 Should Florida ban manufactured housing? 1:43:15 Florida needs housing construction standards that make sense 1:44:30 NAACP calling on athletes to not attend schools in remapping states 1:45:30 Extreme actions by the government elicit extreme responses 1:47:30 Tourism in Florida is being threatened by politics 1:49:45 Politics is dividing people by racial lines 1:51:45 Chuck’s thoughts on interview with Jerry Demings 1:53:45 DeSantis trying to ram through property tax cut before November 1:55:45 Trump replacing Tulsi Gabbard with Bill Pulte for DNI 1:56:45 Republicans immediately starting pushing back on Pulte as nominee 1:58:15 No need for NDI. CIA has won the intel agency turf battle 1:59:00 Bill Pulte makes Tulsi Gabbard look qualified for DNI role 2:01:15 ToddCast Top 5 instances Republicans successfully rebuked Trump 2:01:30 #5 The Epstein files 2:03:00 #4 Trump’s threat to take over Greenland 2:04:00 #3 Fed chair Jay Powell 2:05:15 #2 Matt Gaetz nomination for AG 2:07:15 #1 Death of Trump’s anti-weaponization slush fund 2:13:00 Ask Chuck 2:13:15 Thoughts on potential reforms, how realistic are they? 2:20:30 Why do you call Democrats the party that’s held to a higher standard? 2:24:15 Do you see Wes Moore as a top Democratic contender in ‘28? 2:29:15 Is Mike Johnson’s speakership at risk? Would he be the minority leader? 2:31:30 Can Keir Starmer survive as PM? Will Nigel Farage be PM? 2:36:30 Do you think a more virtual governance model rather than in-person would work? See omnystudio.com/listener for privacy information.

Chuck Todd walks through a primary night that was, in his words, a really good night for Democrats — and one that may have just answered whether 2026 is shaping up as a genuine blue wave. The night's biggest single story came out of Iowa, where Zach Lahn pulled off a stunning upset of Randy Feenstra in what Chuck characterizes as a "MAHA vs. MAGA" race — Trump endorsed the establishment Feenstra and lost, which Chuck predicts will drive the president absolutely nuts. Iowa Democrats also got a substantial ticket boost when Josh Turek blew out Zach Wahls in the Senate primary, and combined with the surprisingly strong gubernatorial candidacy of Rob Sand, Iowa is now the cleanest test case in the country for whether the political wind has truly shifted — a right-leaning state where the politics are visibly in flux. Chuck flags that Lahn can probably be painted as too far right in a general, that having "congressman" as your first name has become a real disadvantage in 2026, and that the night was an unambiguous positive for Democrats nationally. He also walks through results elsewhere: New Jersey's seventh district will see Tom Keane (still mysteriously MIA from his own campaign) face Rebecca Bennett; South Dakota's gubernatorial race is headed to its first-ever runoff after four candidates each cleared 20%, and Deb Haaland is on track to become the first Native American woman governor in U.S. history. The conversation then turns to California, where Chuck warns it will be days before we have full primary results but where turnout is already on pace to exceed 2022. He cautions viewers about the inevitable early "red mirage" from the mail-vote curve, predicts Hilton has enough of a lead over Steyer that he likely survives, and argues Xavier Becerra would much rather face Hilton than Steyer in a general — though a potential scandal is looming over Becerra that could reshape the whole race. Chuck argues a Becerra-Hilton race would be a conventional Democrat-versus-Republican contest, that Steyer has spent $500 million across his last two campaigns and still has a low ceiling because he's created a genuine sense of voter exhaustion, and that the single most fascinating race in the state right now is CA-06 and Kevin Kiley. The Los Angeles mayoral picture is clarifying too: Karen Bass and Spencer Pratt appear set to advance, which Todd argues is exactly what Bass wanted — it will be far easier to turn Pratt into a Trump acolyte in a general election than to face the formidable Nithya Raman. He notes that Matt Mahan became known as "big tech's candidate" in ways that genuinely hurt him, and closes with one to watch in Montana, where independent Seth Bodner is quietly hoping the Democratic candidate eventually bows out so he can consolidate the anti-incumbent vote into a real challenge. Finally, Chuck presents his ToddCast Top 5 list of instances that Republicans have rebuked Donald Trump in his second term, and answers listeners’ questions in the “Ask Chuck” segment. Predict the action all the way through the finals. Sign up now for your twenty-five dollar bonus on https://fanduel.com/predicts Link in bio or go to https://getsoul.com & enter code TODDCAST for 30% off your first order. Thank you Wildgrain for sponsoring. Visit http://wildgrain.com/TODDCAST and use the code "TODDCAST" at checkout to receive $30 off your first box PLUS free Croissants for life! Timeline: (Timestamps may vary based on advertisements) 00:00 Chuck Todd’s introduction 01:00 Tuesday was a REALLY good night for Democrats nationally 01:30 Tom Keane still MIA, will face Rebecca Bennett in NJ-07 04:00 Iowa results made Democratic ticket substantially stronger 04:30 Josh Turek blew out Zach Wahls in Iowa 05:30 Biggest upset of the night was Zach Lahn beating Randy Feenstra 08:15 Lahn vs. Feenstra was a MAHA vs. MAGA race 08:45 Iowa is a right leaning state, but the state’s politics are in flux 09:45 Having a first name of “congressman” is a major disadvantage 11:30 Rob Sand is a very strong Democratic candidate for governor in Iowa 13:15 It’s possible Lahn can be painted as too far to the right 14:15 Iowa will be the test of whether 2026 is a blue wave election 15:30 Iowa was a huge positive development for team blue 16:45 Trump endorsing Feenstra then losing will drive Trump nuts 19:00 South Dakota governor’s race headed to runoff for first time 20:45 Four candidates in SD gubernatorial race received 20% of vote 23:00 Voters keep rewarding political bomb throwers 24:00 Trump endorsed the least Trump-like candidate, voters chose the Trumpy one 25:00 Deb Haaland on track to be the first Native American woman governor 25:30 It will be days before we know the full results of California primaries 27:30 California turnout will exceed turnout in 2022 28:30 Early on there will be a red mirage in California due to early vote 31:00 Hilton has enough of a lead over Steyer that he likely hangs on 32:15 Becerra would rather run against Hilton than Steyer 32:45 Steyer has created a sense of exhaustion 33:45 A Becerra v Hilton race would be a conventional D vs. R race 34:15 Potential scandal looms over Becerra 35:45 Most fascinating race is CA-06 and Kevin Kiley 38:15 It looks like Karen Bass & Spencer Pratt will move on in LA mayoral 40:30 It will be easier for Bass to turn Pratt into a Trump acolyte than face Raman 41:45 Steyer has a low ceiling, and has spent $500M in last two campaigns 43:30 Matt Mahan became known as “big tech’s candidate” and that hurt him 46:00 Independent Seth Bodner hoping Democratic candidate bows out in Montana 54:15 Trump replacing Tulsi Gabbard with Bill Pulte for DNI 55:15 Republicans immediately starting pushing back on Pulte as nominee 56:45 No need for NDI. CIA has won the intel agency turf battle 57:30 Bill Pulte makes Tulsi Gabbard look qualified for DNI role 59:45 ToddCast Top 5 instances Republicans successfully rebuked Trump 1:00:00 #5 The Epstein files 1:01:30 #4 Trump’s threat to take over Greenland 1:02:30 #3 Fed chair Jay Powell 1:03:45 #2 Matt Gaetz nomination for AG 1:05:45 #1 Death of Trump’s anti-weaponization slush fund 1:11:30 Ask Chuck 1:11:45 Thoughts on potential reforms, how realistic are they? 1:19:00 Why do you call Democrats the party that’s held to a higher standard? 1:22:45 Do you see Wes Moore as a top Democratic contender in ‘28? 1:27:45 Is Mike Johnson’s speakership at risk? Would he be the minority leader? 1:30:00 Can Keir Starmer survive as PM? Will Nigel Farage be PM? 1:35:00 Do you think a more virtual governance model rather than in-person would work?See omnystudio.com/listener for privacy information.

It takes intentionality to build a thriving hybrid workplace without losing accountability, culture, or client experience. In this FASuccess, Mary shares how she has successfully blended remote flexibility with high standards by applying the principles of steward leadership.  Mary Chapman is the chief operating officer of Cummings Wealth Management Group, a hybrid advisory firm based in Charleston, South Carolina, that oversees $500 million in assets under management for 260 client households. In this episode, Mary shares how clear communication, defined expectations, and intentional workflows can create a stronger team culture while still giving employees the freedom and flexibility modern workplaces demand. We also talk about how her firm structures its hybrid work model, what has reduced the need for micromanagement, and how they ensure the client experience remains consistent no matter where employees are located.  For show notes and more visit: https://www.kitces.com/492    

Most people spend years trying to figure out which asset class is right for them. Ashley Lynds figured it out by ruling out everything that didn't light her up, and five months after joining Action Academy, she closed on a 9-key boutique hotel in Iowa with seller financing and a partner she found inside the community.In this episode, Brian and Ashley cover:How Ashley ruled out SBA business acquisition and landed on hospitalityHow she found her business partner Tyler through the Action Academy communityThe $615K deal structure with seller financing and a year-two refi planWhat the partnership split actually looks like and how they divided rolesThe mindset shift that changed how she views her W-2What's next for the property and her hospitality portfolioIf you want to find your asset class and get your first deal done in the next 12 months, this episode will show you exactly how one member did it. Curious as to how we've helped members acquire millions in cash-flowing assets? Give this video a watch for a full breakdown: https://www.youtube.com/watch?v=cviipnGtDWI&feature=youtu.beIf you are serious about building a life on your terms and want to surround yourself with people who are actually doing it, go to: https://actionacademy.com?el=action_academy_podcastIf you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community

Send us Fan MailGet vidIQ Boost for an exclusive price! https://vidiq.com/podcastWant a 1 on 1 coach? https://vidiq.ink/theboost1on1Join our Discord! https://www.vidiq.com/discordWatch the video: https://youtu.be/_kUOrWhNynwWe sit down with Jared Owen to unpack how a 3D animation channel earns 500M+ views by focusing on evergreen “how it works” topics instead of trend chasing. We dig into his full-time leap, the real time cost of high-end animation, and the systems he is building to ship faster without losing quality. • building 3D “how things work” videos with Blender and a free learning path • finding evergreen topics that keep getting suggested years later • learning from early algorithm wins and avoiding event-based ideas that fade • quitting a stable job with a one-year financial runway and strict budgeting • handling AdSense volatility and deciding when sponsor deals truly fit • grading yourself as a business owner and balancing creation with operations • speeding up production with contractors, better rendering capacity, and automation • using AI for coding tools and research while double-checking every claim • getting NASA-style expert feedback to protect accuracy and credibility • planning videos with thumbnails, retention, and audience expectations in mind 

Anthropic dropped Opus 4.8 with dynamic workflows for Claude Code and raised $65B at a $965B valuation, overtaking OpenAI. Blue Origin's New Glenn exploded during testing, Amazon killed its AI usage leaderboard, and an AI startup offers free home cleaning for training data. Anthropic launches Opus 4.8, saying it's "more likely to flag uncertainties about its work and less likely to make unsupported claims", at the same price as 4.7 (TechCrunch) Anthropic raised a $65B Series H at a $965B post-money valuation, overtaking OpenAI's $852B valuation, and says its revenue run rate crossed $47B this month (NYT) Blue Origin's New Glenn rocket, which exploded during testing on Thursday, was set to ferry 48 Amazon Leo satellites on Monday; Amazon paid Blue Origin $2.7B (FT) Sources: Amazon has shut down an internal leaderboard that tracked employees' use of AI tools after workers tried to boost their scores with needless tasks (FT) AI startup Shift launches a free home cleaning service in NYC to record first-person video with a camera-equipped cap and use it to train robots (The Verge) Longreads Simon Willison on how coding agents gave Anthropic and OpenAI real product-market fit, burning $1,000+/month in tokens per power user and changing enterprise pricing (Simon Willison) Kirkland & Ellis, the world's highest-grossing law firm, is setting aside $500M to build its own AI platform rather than rely on tools available to its rivals (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Brian Luebben breaks down the exact framework he has used to work six months a year while building a business doing over $10 million in revenue.Brian covers:Why both corporate America and traditional entrepreneurship broke himThe two seasons every high performer needs: acceleration and navigationHow reverse goal setting and Parkinson's Law make him more productive in less timeWhat his actual calendar looks like and how he knows when to switch seasonsWhy navigation is not vacation and how to tell the differenceHow to apply this framework whether you have a nine to five, young kids, or a growing businessThis is one of the most honest conversations Brian has had about how he actually structures his life and business - and why the finish line is never coming. Curious as to how we've bought multiple businesses and built millions in equity? Give this episode a watch for a full breakdown: https://www.youtube.com/watch?v=cviipnGtDWI&feature=youtu.beIf you are serious about building a life on your terms and want to surround yourself with people who are actually doing it, go to: https://actionacademy.com?el=action_academy_podcastIf you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community

Robinhood now allows AI to trade for you, and IREN just purchased $1.6 billion worth of GPUs for AI workloads. Welcome back to The Blockspace Podcast! Today, Asher Genoot, CEO of Hut 8 joins us to talk about the company's $9.8 billion deal for its Beacon Point AI data center in Texas. For news, we cover Robinhood launching access for AI trading agents, IREN's $1.6B Dell Blackwell purchase, hardware rollout, Core 42's $500M financing, and Mara's rising executive security expenses. Check out our latest report, “What's a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Download here: https://megawattreport.com/ Subscribe to our newsletter to receive updates for all of our shows and content: https://newsletter.blockspacemedia.com

College dropout Rob Beardsley started buying multifamily real estate at 21 years old. Today, his company manages over $1 billion in assets across 25 properties with more than 200 employees and zero investor losses. In this episode, Rob breaks down:How he scaled to $1B AUM before 30The biggest mistakes multifamily operators made during the boomWhy most Class C deals aren't worth the headacheThe real reason masterminds accelerate successHow to survive market cycles and scale the right wayWhy long-term thinking beats chasing fast moneyThis is one of the most practical conversations we've had on multifamily investing, scaling a real estate company, and building through difficult markets.Curious as to how we've bought multiple businesses and built millions in equity? Give this video a watch for a full breakdown: https://www.youtube.com/watch?v=cviipnGtDWI&feature=youtu.beIf you are serious about building a life on your terms and want to surround yourself with people who are actually doing it, go to: https://actionacademy.com?el=action_academy_podcastIf you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community

In this episode, Brian Luebben breaks down the exact business philosophy he stole from Walt Disney's 1957 mind map and used to build a portfolio of companies now doing over $15 million per year. Brian walks through his own mind map live - the one he drew in 2023 before making his first dollar in business - and shows how Action Academy, Sexton World, Sexton Hospitality, and his business and real estate fund all connect and feed each other like a flywheel. Plus, he shares the "plant trees, manage orchards" framework that changed how he thinks about building and scaling businesses for the long term.Curious as to how we've bought multiple businesses and built millions in equity? Give this video a watch for a full breakdown: https://www.youtube.com/watch?v=cviipnGtDWI&feature=youtu.beIf you are serious about building a life on your terms and want to surround yourself with people who are actually doing it, go to: https://actionacademy.com?el=action_academy_podcastIf you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community