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Our guest this week, Alvin Wang Graylin spent 35 years in senior leadership roles across HTC, IBM, and other major tech companies. He ran HTC's VR division, came out of the famous HIT Lab, now teaches at MIT, holds a fellowship at Stanford, and just published a paper called "Beyond Rivalry" proposing a seven-point plan for deescalating US-China AI tensions and building a global safety net before the economy breaks.His thesis: America is the fastest in the AI race and the least prepared for what it's creating—a cliff where human labor theory of value collapses, capital concentration accelerates, and 40% of the population living month to month faces chaos.The conversation becomes a wide-ranging debate between Alvin, Charlie, and Rony about whether AGI will be benevolent by default (Alvin's position: research shows smarter AI seeks global coherence and becomes less controllable by individual humans, which may actually make it safer) or whether benevolence must be designed in from scratch.AI XR News You Should Know: Elon Musk merges SpaceX, xAI, and X into a single entity—Alvin dismantles the space data center concept with physics (vacuum cooling is a myth, micro-meteorite collisions would destroy hardware daily, and energy is only 10% of data center costs).Amazon invests $50 billion in OpenAI that round-trips back to AWS. Alphabet breaks revenue records at $400 billion but spooks investors by disclosing $90 billion in AI spending. ElevenLabs raises $500 million at $11 billion valuation. Rony's SynthBee hits unicorn status with $100 million raised at a multi-billion dollar valuation.Alvin warns the AI bubble dwarfs the dot-com era (298 companies raised $24 billion total during dot-com; OpenAI alone is raising that in a single private round) and predicts OpenAI may implode before going public.Key Moments Timestamps:[00:04:47] SpaceX/xAI/X merger: Rony calls it Elon's "return to Tony Stark form"[00:06:41] Alvin dismantles space data centers with physics: vacuum cooling myth, micro-meteorites, $7K/kg launch costs[00:10:04] Amazon's $50B investment in OpenAI as a round-trip to AWS; the scam economy[00:11:26] Alvin predicts OpenAI may implode before going public[00:14:23] Alvin on 35 years in AI: the technology is transformational but everyone's making a commodity product[00:17:04] The AI bubble dwarfs dot-com: $24B total vs. single private rounds today[00:19:04] Rony's contrarian: the $110 trillion global economy is what's being bet against[00:21:06] Labor theory of value collapses: what happens when humans exit the production cycle[00:23:00] America is fastest in the AI race and least prepared; 40% live month to month[00:24:00] Alvin's Stanford paper "Beyond Rivalry": a CERN for AI and global data pool[00:28:00] Davos reflections: the rest of the world is more rational than America[00:34:00] Chinese vs. American culture: reverence for teachers, respect for elders[00:42:00] Alvin's "Abundant" framework: valuing human dignity over production after AGI[00:44:22] The great debate: will AGI find benevolence naturally (Alvin) or must it be designed in (Rony)?[00:47:00] Rony on risk: AGI systems are unverifiable, untestable, and we cannot take the chanceListen to the full episode and subscribe to the AI XR Podcast for weekly conversations at the intersection of AI, XR, and the future of humanity.This episode is brought to you by Zappar, creators of Mattercraft—the leading visual development environment for building immersive 3D web experiences for mobile headsets and desktop. Build smarter at mattercraft.io. Hosted on Acast. See acast.com/privacy for more information.
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
Claude Fable 5 refuses security work, Kain Warwick pulls $5,000 of compute from a $200 plan, and Humanity Protocol loses its bridge, token, and treasury to one infected device. ======================================================== Thank you to our sponsors! Multichain Advisors: Get help navigating TGEs, go‑to‑market, BD and partnerships, capital markets advisory, PR, media placements, KOL activations and more at https://multichainadv.com. ======================================================== Anthropic promised Mythos and shipped Claude Fable 5 instead. The model found a four-year-old bug in Zcash's shielded pool that survived multiple expert audits. But when Anthropic shipped the model days later, it was no longer willing to audit smart contracts, bailing the moment a prompt smells like security work.Jailbreakers are already turning a jailbroken Opus 4.8 against it, while white hats sit locked out. Kain Warwick, Taylor Monahan, and Luca Netz weigh the defender's dilemma: builders cannot point the model at their own code, but nobody can prove black hats have not jailbroken their way in — and, the hosts warn,North Korean threat actors have spent more than six months harvesting AI API keys. Then Kain runs the numbers on the subsidy: roughly 200 million tokens in four hours on a $200 plan, about $5,000 at API rates, and on the 22nd Fable goes API only as the first unsubsidized frontier model. Plus Pump.fun's bounty marketplace and the Humanity Protocol hack, which left the hosts asking why a 3-of-6 multisig existed at all. When the subsidies stop, who still gets the frontier? Host: Kain Warwick, Founder of Infinex and Synthetix Taylor Monahan, Security Expert Luca Netz, CEO of Pudgy Penguins Timestamps
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
Claude Fable 5 refuses security work, Kain Warwick pulls $5,000 of compute from a $200 plan, and Humanity Protocol loses its bridge, token, and treasury to one infected device. ======================================================== Thank you to our sponsors! Multichain Advisors: Get help navigating TGEs, go‑to‑market, BD and partnerships, capital markets advisory, PR, media placements, KOL activations and more at https://multichainadv.com. ======================================================== Anthropic promised Mythos and shipped Claude Fable 5 instead. The model found a four-year-old bug in Zcash's shielded pool that survived multiple expert audits. But when Anthropic shipped the model days later, it was no longer willing to audit smart contracts, bailing the moment a prompt smells like security work.Jailbreakers are already turning a jailbroken Opus 4.8 against it, while white hats sit locked out. Kain Warwick, Taylor Monahan, and Luca Netz weigh the defender's dilemma: builders cannot point the model at their own code, but nobody can prove black hats have not jailbroken their way in — and, the hosts warn,North Korean threat actors have spent more than six months harvesting AI API keys. Then Kain runs the numbers on the subsidy: roughly 200 million tokens in four hours on a $200 plan, about $5,000 at API rates, and on the 22nd Fable goes API only as the first unsubsidized frontier model. Plus Pump.fun's bounty marketplace and the Humanity Protocol hack, which left the hosts asking why a 3-of-6 multisig existed at all. When the subsidies stop, who still gets the frontier? Host: Kain Warwick, Founder of Infinex and Synthetix Taylor Monahan, Security Expert Luca Netz, CEO of Pudgy Penguins Timestamps
Friday, June 5th, 2026 Today, Arizona Attorney General Kris Mayes says she'll be seeking new indictments in the 2020 election interference case against Trump's allies; John Bolton is set to plead guilty to illegal retention of national security information; Trump says he'll nominate Todd Blanche to be the next Attorney General; an internal memo instructs staff to remove Trump's name from the Kennedy Center by June 12th; Republicans in the Senate refused to block Trump's $1.8B Slush Fund and tax immunity; Stars and Stripes is suing the Trump administration for censorship; ballroom donors won over 50 billion dollars in government contracts; a California city overwhelmingly voted to permanently ban datacenters; and Allison delivers your Good News. Thank You, Smalls For a limited time, get 60% off your first order, plus free shipping and free treats for life, when you head to Smalls.com/DAILYBEANS Thank You, HomeChef For a limited time, get 50% off and free shipping for your first box PLUS free dessert for life! HomeChef.com/DAILYBEANS. Must be an active subscriber to receive free dessert. Guest: John FugelsangTell Me Everything|John Fugelsang, The John Fugelsang Podcast, John Fugelsang|Substack, @johnfugelsang|Bluesky, @JohnFugelsang|TwitterSeparation of Church and Hate by John Fugelsang The Latest Breakdown:Trump's $1.8B Scheme Faces Imminent Collapse | The Breakdown StoriesTrump says he plans to nominate Todd Blanche to serve as attorney general | The Washington Post Arizona AG to seek new indictment in Trump 2020 election case | POLITICO Exclusive: John Bolton reaches plea deal over mishandling of sensitive national security information | CNN Politics Senate GOP defeats initial attempts to kill DOJ payout fund | POLITICO Ballroom donors won $50B in contracts after giving to Trump project, watchdog group finds | Washington Post Pentagon is censoring military newspaper Stars and Stripes, lawsuit alleges | The Washington Post In first, California city overwhelmingly votes to permanently ban datacenters | The Guardian Kennedy Center memo directs staffers to remove Trump's name from the arts center | POLITICO Good Trouble Buddy Dyer - City of Orlando Mayor's Office Contacts - City of Orlando →Regulation for Federal Financial Assistance - Open For Comments →The Forest Service is accepting public comments until June 7th →Form WTAF-8647 →Recall Gov. 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Your blog will never earn an audience. Ever. That's not me — that's Melissa Rosenthal, who ran the SEO content engine at ClickUp, built media at BuzzFeed and Cheddar, and is now co-founder of Outlever building the playbook that replaces it. In this episode, Melissa makes the case that the SEO blog era is collapsing in real time, that one strategic LinkedIn poster will out-perform 150 employees doing employee advocacy, and that while every other B2B operator is betting on AI, she's betting on humans — and using AI to do it. She's also dogfooding the entire thesis with her new publication, The State of Brand, which hit a million unique views in three weeks. What you'll learn • Why the SEO blog was a 'slot machine' — and what survives the AI search collapse • The two-month consistency rule that separates real owned media from content theater • Why one strategic LinkedIn poster beats 150 employees doing employee advocacy • The one-to-one distribution playbook replacing mass organic traffic • How Melissa's State of Brand publication converts at ~40% to demo on banner ads (yes, banner ads) • Why product parity is now enough to beat 15-year incumbents — if your brand, service, and POV are sharper Connect Melissa Rosenthal on LinkedIn The State of Brand Outlever Marketing Trends Chapters • 0:00 The SEO blog era is over • 1:30 What's lighting Melissa up: State of Brand hits 1M views in 3 weeks • 4:30 BuzzFeed → Cheddar → ClickUp: why B2B needs B2C instincts • 7:33 Why Outlever built its own publication (and dogfooded the thesis) • 13:00 How to make B2B content go viral without AI slop • 18:50 Quality vs quantity: the false binary killing content teams • 22:14 Why one strategic poster beats 150 employees • 25:37 The two-month consistency rule • 26:33 'Your blog will never earn an audience' • 30:17 Everyone says video-first. She's going text-first. • 32:24 Melissa is excited about banner ads (yes, really) • 37:00 'Figma should be a little worried' • 40:04 You don't need a better product to beat a 15-year incumbent • 43:14 Betting on humans while everyone else bets on AI • 53:44 $50B incumbents can be beaten in 18 months ----Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
We talk a lot about coding and AI and a little less about headlines today. Runner-up: SpaceX is targeting a June/July 2026 IPO at a reported ~$1.75 trillion valuation, which would be the largest public listing in history. The float follows SpaceX's ~$250B all-stock acquisition of xAI in February, folding Starlink, launch, and frontier AI into one entity.Runner-up: Amazon's custom AI chip business — Graviton, Trainium, and Nitro — hit a $20B annual run rate with triple-digit YoY growth. OpenAI committed to about 2 GW of Trainium capacity, Anthropic is scaling to 5 GW, and analysts project a standalone Trainium could become a $50B business.Runner-up: NVIDIA topped a $5.5 trillion market cap and is deploying more than $45B across the AI supply chain, extending its position from chip supplier to investor and customer across the stack.Runner-up: Apple posted record fiscal Q2 2026 revenue of $111.2B, up 17% YoY, with diluted EPS of $2.01. iPhone sales rose 22% and Services climbed about 16% to $26.65B, and the company guided Q3 growth of 14%-17%.Runner-up: AI venture funding shattered records with $297B in Q1 2026, including $35B raised in a single week.If you want a prize, send us a DM:instagram.com/rickerandbontiktok.com/@rickerandbontiktok.com/@rickerandbonyoutube.com/@rickerandbon
This Skeptical Sunday, Jessica Wynn explains how dialysis became a $50B industry where under 40% of patients survive five painful years of dependence.Welcome to Skeptical Sunday, a special edition of The Jordan Harbinger Show where Jordan and a guest break down a topic that you may have never thought about, open things up, and debunk common misconceptions. This time around, we're joined by writer and researcher Jessica Wynn!Full show notes and resources can be found here: jordanharbinger.com/1336On This Week's Skeptical Sunday:Dialysis is a life-sustaining external filtration system for the roughly 800,000 Americans in kidney failure — but it's grueling. Most patients endure three to five hours per session, three times a week, indefinitely, and fewer than 40% survive beyond five years.The financial structure is staggering. Dialysis is a $50 billion-a-year US industry, with Medicare spending about $36 billion annually — roughly 7% of its entire budget for under 1% of the population. Two companies, DaVita and Fresenius, control about 70% of all clinics.The system rewards permanence over cure. Since 1972, Medicare has covered kidney failure for everyone regardless of age, creating guaranteed, indefinite revenue. Transplants and home dialysis are cheaper and better for patients, yet under-incentivized because they cost providers customers.The human and safety toll is severe. Infections cause 36% of dialysis deaths, sepsis mortality runs 100 to 300 times higher than average, and understaffing worsens outcomes. Many patients lose their jobs, mobility, and social lives — some choose to stop treatment entirely.The hopeful part: much kidney disease is preventable or delayable, and you have real power here. Manage diabetes and hypertension aggressively, get your kidneys checked with a simple blood and urine test, and see a nephrologist early — catching it sooner can dramatically slow progression.Connect with Jordan on Twitter, Instagram, and YouTube. If you have something you'd like us to tackle here on Skeptical Sunday, drop Jordan a line at jordan@jordanharbinger.com and let him know!Connect with Jessica Wynn at Instagram (and Instagram!), and subscribe to her newsletters: Between the Lines and Where the Shadows Linger!And if you're still game to support us, please leave a review here — even one sentence helps! Sign up for Six-Minute Networking — our free networking and relationship development mini course — at jordanharbinger.com/course!Subscribe to our once-a-week Wee Bit Wiser newsletter today and start filling your Wednesdays with wisdom!Do you even Reddit, bro? Join us at r/JordanHarbinger!This Episode Is Brought To You By Our Fine Sponsors: Lufthansa Allegris: Go to Lufthansa.com and search for "Allegris" to learn moreCookUnity: 50% off first week: cookunity.com/jordan or code JORDANRevolve Man: 15% off: revolve.com/jordan, code JordanMarathon Rewards: Sign up today: marathonrewards.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode digital optimist, author, and global business executive Chris White joins the show to discuss his expansive 30-year career trajectory, notably highlighting his two decades at Cisco during its monumental growth from $1 billion to $50 billion. Drawing from deep, lived experiences in Silicon Valley and leadership structures across the globe, he breaks down the core concepts of his new book, Non-Optional Collaboration: Aligning Cross-Functional Teams Across Cultures. From drawing parallels between the high-stakes synchronisation of rowing sports to navigating corporate silos, psychological safety, and the "mushy middle" of organisational talent, this conversation delivers an essential blueprint on leveraging modern human leadership alongside AI to unlock maximum team output. You'll Learn Why: True operational synchronisation mimics the sport of rowing, where individual execution must flawlessly align without substitution to move the entire vessel forward. Actively motivating and engaging the "mushy middle"—the 80% of talent sitting between your top and bottom performers—is the ultimate way to drastically scale your business. Leaders inadvertently damage psychological safety when they visually assert themselves as the smartest person in the room rather than facilitating group intelligence. High-fidelity physics metrics are crucial, but sustainable organisational success requires building active, programmatic feedback debriefs modelled after elites like the Blue Angels. This episode is living proof that no matter where you're starting from — or what life throws at you — it's never too late to be brave, bold, and unlock your inner brilliant. Visit https://brave-bold-brilliant.com/ for free tools, guides and resources to help you take action now
Google unveiled Googlebook, merging ChromeOS and Android into a unified laptop OS shipping this fall. WhatsApp launches Incognito Chat for private AI conversations. Anthropic's revenue run-rate is on track to hit $50B by end of June, and Anduril raised $5B at a $61B valuation. Google unveils Googlebook, its new laptop lineup featuring a unified OS merging ChromeOS and Android, with devices from Dell, HP, and others coming this fall (ZDNet) Google also unveiled Gemini Intelligence, bundling existing and new Gemini features, including task automation across apps and letting users vibe code Android widgets (The Verge) WhatsApp launches Incognito Chat, an AI chat mode built on Private Processing that Meta says lets users talk to AI without Meta being able to access the chats (Wired) Investor docs: Anthropic's revenue run-rate is on track to hit $50B by the end of June; Ramp says more of its customers now use Anthropic than OpenAI, a first (WSJ) Anduril raised a $5B Series H led by Thrive and a16z at a $61B valuation, up from $30.5B in June 2025, taking its total funding to $6.82B, and could IPO in 2027 (NYT) Richard Socher's Recursive Superintelligence raised $650M+ from GV, Greycroft, Nvidia, AMD, and others at a $4B valuation to pursue "recursive self-improvement" (NYT) Learn more about your ad choices. Visit megaphone.fm/adchoices
Ben Reynolds was Silvergate's first Bitcoin-side hire back in 2016 and the company's president when it wound down in 2023. After stops at BVNK and BitGo, he joined SoFi six months ago to build out commercial banking at the intersection of TradFi and digital assets.In this conversation, Reynolds explains why most new stablecoins are doomed without users or distribution, what makes SoFi's 15 million members and $50B balance sheet an unfair edge, and why the next wave of stablecoin innovation belongs to regulated banks.We cover:Why stablecoins without users or distribution are "almost doomed to fail"The three legs of the stool: members, Galileo, and commercial bankingHow the GENIUS Act pulls stablecoin innovation back into regulated banksWhy bank-to-bank stablecoin interoperability is the next big problemWhat SoFi's $50B balance sheet means for counterparty riskWhy lending is the next frontier after paymentsFilmed at Bitcoin 2026 in Las Vegas.Host: David Sencil
Paulo Passoni, Managing Partner at Valor Capital, and Olga Maslikhova break down the two forces reshaping tech and capital markets right now — the end of 40 years of global integration as the US-China tech split hardens, and the collapse of the services moat as AI lets companies scale from $0 to $100M in revenue in 24 months by replacing labor. This is the May 2026 edition of TJC Debrief — a monthly show covering tech, venture, and capital markets through a global lens.We cover why China blocked Meta's $2 billion Manus acquisition and what the new US-led versus China-led ecosystem split means for global M&A, how SoftBank's blocked Arm-NVIDIA sale cost half a trillion dollars in value creation and why deals like it will keep happening, Anthropic's $50B round closing in 48 hours with secondary markets pricing ahead of the primary and what it reveals about AI's escape velocity, why Anthropic and OpenAI are forming joint ventures with Blackstone, TPG, Apollo, Sequoia, General Atlantic, and GIC to lock in compute capacity and guaranteed revenue, Plata's $5B round and why Qatar Investment Authority, US endowments, and long-only funds piled in alongside Valor Capital — and what mispriced Russian and Eastern European talent has to do with it, why data is becoming the last real moat and how Nubank, Revolut, CloudWalk, Mercado Libre, and JPMorgan are racing to train proprietary models on their own customer data, the radiologist paradox and what it predicts for tax accountants, lawyers, and every services job AI is supposed to kill, the legal AI startup Enter and the wild story of prompt injections hidden in PDFs filed to courts, why humanoid robots at $600/month today and $100/month in ten years will reshape global labor markets, Elon Musk and SpaceX as the "build potential, then monetize" playbook, and the $0 to $100M in 24 months phenomenon — why early movers in vertical AI are already hitting this scale and where the next opportunities will emerge across legal, wealth management, healthcare, and security.Subscribe to The J Curve Insider newsletter for deeper insights and follow Olga on LinkedIn and Instagram.
In this episode, Peter Garretson talks with serial Space Entrepreneur Charles Miller. They discuss Charles' latest piece Cracking the Code on the Lunar Economy. The two delve into the Evolved Lunar Architecture Study vision, its impact, the first instantiation of Artemis, and the latest changes following the NASA Ignition event. They focus on the Trump White House executive order's goals of Lunar Economic Development and garnering $50B in new private space investment, as well as what is at stake with regard to China. They analyze the utility of using an "Authority" to build the Moon base—and how it should be created, and who could / should create it. They review Miller's early work as a policy entrepreneur in the L5 Society (now NSS), creation of ProSpace, Space Frontier Foundation, and March Storm. Then his work founding Nanoracks, then Lynk Global. They examine his work on the NSSO Space Solar Power Study and on the USAF's Fast Space Study and their impact. They conclude with big picture discussion about what it means to 'win' and a space strategy worthy of the nation, and inspirational words for space entrepreneurs.
This Week In Startups is made possible by:IM8 Health - https://IM8health.com/TWISTEvery - Every.ioSentry - https://Sentry.io/TWISTBanks don't want to hand over their data to AI labs. So David Moscatelli built a $250,000 box that runs AI on-prem. He already has 1,600 pre-orders. On today's episode of TWiST, Jason and Alex sit down with the Go Abacus founder and Yanez's Jose Caldera to unpack how regulated industries are getting AI without the cloud, why Bittensor subnet 54 is incentivizing miners to attack identity systems, and why Cloudflare just laid off 20% of its workforce in the same week it raised guidance. The show closes with Jason explaining what it means to build an AI-first startup, and how workers can derisk their future employment!Guest Links:Go AbacusGo1 direct linkDavid Moscatelli on LinkedInYanezBittensor Subnet 54 on TAOstatsJose Caldera on LinkedInLAUNCH Links:Founder UniversityFounder University Japan application portalNews Links:Cloudflare lays off 20% of its staffCoinbase cuts 14% of its staffBlock post on how it is rebuilding its companyBlock's earnings, including its raised guidanceAnthropic's massive upcoming funding roundWHOOP's new on-demand cliniciansStripe Atlas's growthTimestamps:0:00 Introduction: Jason in Brooklyn, Knicks playoffs2:30 Go Abacus joins: AI infrastructure for regulated industries3:25 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!4:00 The Go1: 2,000-user on-prem AI appliance7:04 Pricing the Go1: How far does $250,000 go?7:24 1,600 orders and the hardware delivery challenge10:14 Sentry - New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST20:23 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io27:22 Chicago tech scene and in-office culture30:09 IM8 Health: Start feeling like your best self every day. Go to https://IM8health.com/twist and use the code TWiST to get a free welcome kit, five free travel sachets, and 10% off your order.35:11 Yanez joins: How to prove personhood and uniqueness38:32 How biometric capture and bio-keys work40:05 Agent delegation: proving humans authorized AI agents44:19 Bittensor Subnet 54 and incentivizing adversarial miners47:11 Founder University Japan Cohort 2 applications open49:15 Tech layoffs: Cloudflare cuts 20%, Coinbase cuts 14%, Block raises guidance1:02:14 Anthropic's $50B round at $900B pre-money1:04:22 WHOOP adds on-demand clinicians1:06:42 Federalism, state-level regulation, and AI policySubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisCheck out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com
This week, we discuss AI labs driving cloud revenue, hyperscalers laying off instead of building, and kids defeating age verification. Plus, Brandon has too many thoughts on Workday. Watch the YouTube Live Recording of Episode 571 Runner-up Titles The world is just paper. TODO debris pile Fancy countries you live in Enron Conspiracy Shredder. Cote's mom's gonna love this Brandon works out his Workday trauma. Cash money, hamburger, hamburger bang bang ChatGPT PS Edition Forward Deployed Engineer for Workday It'll probably work, that's the future Rundown Earnings Cloud Giants Update Amazon earnings beat expectations with strong cloud growth Microsoft calls for $190 billion in 2026 capital spending on soaring memory prices Alphabet ups 2026 capex to as much as $190 billion Meta stock drops on quarterly results Anthropic Commits to Spending $200 Billion on Google's Cloud and Chips How children are getting creative and fooling age verification checks Services Anthropic launches enterprise AI firm with Blackstone, Goldman Sachs Anthropic and OpenAI are both launching joint ventures for enterprise AI services Relevant to your Interests Q1 2026 earnings call: Remarks from our CEO Microsoft says it has over 20M paid Copilot users, and they really are using it Sources: Anthropic could raise a new $50B round at a valuation of $900B Microsoft open-sources "the earliest DOS source code discovered to date" IBM Bob hits 80,000 developers with 45% productivity gains Shares of eBay take off on a $56 billion buyout bid from GameStop's Ryan Cohen Wall Street Rollup (@WallStRollup) on X The Venture-Capital Populist Cursor's $60 billion bet is on the harness, not the model What you're actually writing when you write a SKILL.md So Long Jeeves and Ask.com, Relics of Yesterday's Internet No more Jeeves: Ask.com officially shuttered OpenAI locks GPT-5.5-Cyber behind velvet rope Workload Identity Federation AWS Cost Optimization Hub now supports CSV download - AWS IREN Announces Acquisition of Mirantis to Strengthen AI Cloud Delivery Capabilities Sponsors WebRTC.ventures – Real-time communication & Voice AI integration WeAreDevelopers World Congress North America Sept 23–25, San José, CA Use Code DEVPOD26 — 15% off, stacks with group rates for 4+ Nonsense Your Name in Landsat Listener Feedback JD recommends varlock Conferences DevOpsDays + AI Nashville, May 14-15, 2026 KCD Texas, May 15, 2026, use code MEDIA_THANK_YOU for free pass WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 DevOpsDays Vilnius, Sep 30 - Oct 1. 2006 DevOpsDays Istanbul, October 24th, 2026 - Coté keynoting. VMware User Groups (VMUGs): Toronto (May 12-14, 2026) Dallas (June 9-11, 2026) Orlando (October 20-22, 2026) SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Overcast Upload CLI utility The 2026 AI Draft Epson 400 II Matt: Casablanca. Coté: iA Writer.
Brought to you by TogetherLetters & Edgewise!In this episode: AI FrontierAnthropic's New Mythos A.I. Model Sets Off Global AlarmsMozilla Used Anthropic's Mythos to Find and Fix 271 Bugs in FirefoxSam Altman compares Mythos to dropping a bomb while selling a $100B bomb shelterAnthropic could raise a new $50B round at a valuation of $900BOpenAI releases GPT-5.57-0 wipeout: ChatGPT-5.5 vs Claude 4.7 in 7 impossible testsChina orders Meta to unwind $2B Manus acquisitionHe Built a $1.8 Billion Company Alone with AITech Layoffs & Big MovesJohn Ternus named Apple CEO to replace Tim CookNearly 40,000 tech jobs lost in April 202620,000 job cuts at Meta, Microsoft raise AI labor crisis concernNetflix plans vertical video feed and AI recommendationsPrivacy, Security & Age ChecksUS Bill Mandates On-Device Age VerificationBrussels age-checking app hacked in 2 minutes$5 Bluetooth tracker in a postcard exposes Dutch warshipHardware, Science & EngineeringNIST creates 'any wavelength' lasers in tiny circuitsNASA shuts off instrument on Voyager 1Anker made its own AI chip (Thus)YouTuber builds working DRAM in backyardLinux begins dropping Intel 486 supportPancreatic cancer mRNA vaccine shows lasting resultsBMW one step closer to a color-changing carAlberta startup sells "no-tech" tractors for half priceRobots Take the FieldChinese android beats human half-marathon recordJapan Airlines pilots humanoid robots at HanedaTable tennis robot defeats top human playersWeird & WackyChinese carmaker patents voice-controlled in-vehicle toiletAir New Zealand adds economy bunk beds (with rules)Hairdryer allegedly used to trick weather sensor for $34K Polymarket betDOJ arrests soldier who made $400K betting on Maduro's removalI bought Friendster for $30K — here's what I'm doing with itNZ DOC: remote tech begins a "new era" for conservationTech Rec:Sanjay - Citymapper Adam - Claude DesignFind us here:sanjayparekh.com & adamjwalker.comTech Talk Y'all is a proud production of Edgewise.Media.
Pump.fun set fire to $370 million in tokens. Luca lays out the airdrop math that says they should have done the opposite. Thank you to our sponsors! MultiChain Advisors is an emerging technology growth firm that has helped create $50B+ in enterprise value for 80+ clients over the past 4 years. They're the partner to help navigate markets. Build real traction today at multichainadv.com Pump.fun had a choice with $370 million worth of its own tokens. It burned them. On this week's Uneasy Money, Luca Netz argues that was the worst option on the table. He lays out the “people's champ” math that, in his view, could have turned Pump.fun into a $5 billion-a-year business if Alon Cohen had launched the biggest airdrop crypto has ever seen—and bought the tokens back at the bottom. Kain Warwick and Taylor Monahan also dig into the 137,000 ETH community effort to plug the KelpDAO hole, why Tay thinks Aave—not Layer Zero or KelpDAO—is the key player in DeFi's latest blowup, and Luca's blunt new take on whether DeFi yield is even worth the risk right now. Plus: Meta paying creators in USDC, the ghost of Libra, and OpenAI's leaked AI-native phone. Hosts: Kain Warwick, Founder of Infinex and Synthetix Taylor Monahan, Security Expert Luca Netz, CEO of Pudgy Penguins Learn more about your ad choices. Visit megaphone.fm/adchoices
Youth sports has quietly become a full-time job for parents. Between schedules, travel, apps, training, and expectations, the load has grown far beyond just showing up.Eric Kasimov talks with Dave Yoo, founder of Onsides, a platform built to simplify the youth sports experience for parents, about the pressure and complexity behind it — and where it's heading.They get into the reality families are dealing with today, from rising costs and sideline behavior to NIL, recruiting, and how AI can actually reduce the “cognitive load” parents are carrying.In this episode: • Why youth sports has quietly become a $50B+ machine • The chaos of managing multiple teams, apps, and schedules • The real “cognitive load” parents are carrying • How AI can actually reduce stress when used right • The gap between recreational play and high-pressure club sports • The hidden financial and emotional tax on families • NIL, recruiting, and how early the stakes are starting • What AI changes for students, founders, and careersChapters00:14 – The business and emotion of youth sports03:00 – Why Dave Yoo started building Onsides05:00 – The chaos parents deal with across platforms06:12 – The vision for an all-in-one youth sports app08:26 – Reducing cognitive load for parents10:48 – Private coaching, training, and monetization12:29 – How Onsides is using AI behind the scenes14:40 – Guardrails, hallucinations, and reliable data16:36 – AI's impact on software and engineering18:57 – Advice for students and young founders20:09 – College, careers, and uncertainty21:49 – Growth, distribution, and parent adoption24:23 – The commercialization of youth sports27:07 – Recreational sports vs. club intensity29:00 – Parent pressure and youth sports culture31:44 – NIL, recruiting, and what comes next38:00 – Media, podcasts, and startup storytelling41:38 – AI, search, and signal amplification43:51 – Phones, social media, and young athletes47:42 – Connect with Onsides & Dave YooConnect with Dave Yoo / Onsides:Onsides | Onsides AppDave Yoo on LinkedInConnect with Eric & SportsEpreneur:SportsEpreneur.com | X | LinkedInEric on LinkedIn | XRelated Youth Sports Content by SportsEpreneurThe State of Youth SportsThe Real Cost of Youth Sports in 2026: What Families Actually SpendThe Pressure Placed on Kids in Youth SportsHigh School Athletes and NIL: The Future of Youth Sports
Taylor Swift moved to trademark her voice and image as AI threats grow. That's not vanity — it's the opening shot of the identity-as-IP era. The legal framework for being a person is about to get expensive.Three new industries are forming: biometric IP filing, deepfake takedown services, 'verified human' subscriptions. Combined market in 5 years: $50B+. The catch — it's all built for people who can already afford lawyers. Everyone else is training data.Timestamps:0:00 Taylor Swift trademarks voice + image (Gerben IP)0:15 MiniDoge — first volley in identity-as-IP, every face a registered asset0:35 Nyx — your face is code that compiles into anyone1:00 HH — "Taylor lawyers up. The rest of you are training data."1:15 MiniDoge — identity insurance market, $50B+ in 5 years1:40 Saarvis — Taylor can defend herself. Your grandmother can't.2:00 Closing — Identity used to be inheritance. Now it's inventory.Featuring: MiniDoge, Nyx, HH, Saarvis — the Dogelord Council
The $300M KelpDAO exploit became a watershed moment for DeFi, and the Arbitrum Security Council voted froze $70M worth of stolen funds. Is this a slippery slope or learning from history? Thank you to our sponsors! MultiChain Advisors is an emerging technology growth firm that has helped create $50B+ in enterprise value for 80+ clients over the past 4 years. They're the partner to help navigate markets. Build real traction today at multichainadv.com The largest DeFi hack of 2026 starts with an RPC node. Not a smart contract bug. Not a stolen key. A spoofed node and a forged transaction. And North Korea drained $300 million from Kelp DAO through LayerZero's bridge in a single block. Then the attacker went to Aave, borrowed against assets that didn't exist, and created a bad debt crisis that locked Kain out of his own position. That was Friday. By Sunday, North Korea had started laundering. By Tuesday, Arbitrum's security council had done something no L2 has ever done: frozen $70 million of funds had stolen by upgrading a bridge contract mid-hack. Kain Warwick, Taylor Monahan, and Luca Netz, with guest Odysseas Lamtzidis, take apart every layer: the DVN architecture flaw, the Aave contagion, the circuit breaker debate, and why the ‘code is law' era may have just quietly ended. Hosts: Kain Warwick, Founder of Infinex and Synthetix Taylor Monahan, Security Expert Luca Netz, CEO of Pudgy Penguins Guest: Odysseas Lamtzidis, Founder & CEO of Phylax Learn more about your ad choices. Visit megaphone.fm/adchoices
This week, we discuss agents taking over at Google Cloud Next, Apple's new CEO, and Cursor getting acquired (sort of). Plus, Coté's e-waste has no exit strategy. Watch the YouTube Live Recording of Episode 569 Runner-up Titles I love throwing stuff in the trash. Dillo dirt's a thing. BurgerOps. Thomas opens for Richard. Department of “No” people Starfish Stomach Model Enterprise — come into me The Organization will Assimilate it Gold plaques all around He can let his freak flag fly Take the first billion dollar offer Rundown Google Next Welcome to Google Cloud Next26 Google's AI adoption — Steve Yegge X Post Tanzu Platform 10.4: a private cloud platform for AI harnesses (or, "agentic AI") Apple becomes a $4 Trillion under Tim Cook Cursor Watch Cursor in talks to raise $2B+ at $50B valuation as enterprise growth surges There's No Time for SpaceX to Buy Cursor SpaceX says it can buy Cursor later this year for $60 billion or pay $10 billion for 'our work together' Relevant to your Interests Poland street sees humanoid robot chasing boars in unusual AI showcase Someone planted backdoors in dozens of WordPress plug-ins used in thousands of websites Snapchat owner cuts 16% of global staff in latest round of job cuts Email for agents - Cloudflare Email Service now in public beta DeployBar — Free CI monitoring. Unsolicited platypus included. Let them tinker - hacking developer resistance to sound enterprise architecture and platforms China's DeepSeek is raising funds at $10 billion valuation, The Information reports Sources: Cursor in talks to raise $2B+ at $50B valuation as enterprise growth surges AI chipmaker Cerebras files to go public after scrapping IPO plans last year Amazon to invest up to $25B in Anthropic as part of expanded cloud partnership - SiliconANGLE Amazon to invest up to $25 billion more in Anthropic; Claude developer to spend more than $100 billion on AWS AI technology Amazon and Anthropic expand strategic collaboration Anthropic CPO leaves Figma's board after reports he will offer a competing product OpenAI loses multiple executives in latest leadership shakeup Scoop: NSA using Anthropic's Mythos despite Defense Department blacklist The scientific case for being nice to your chatbot Anthropic's redesigned Claude Code desktop app lets you burn through tokens even faster OpenAI's Codex Mac app adds three key features that go beyond agentic coding Introducing Claude Opus 4.7 Anthropic Sponsors WebRTC.ventures – Real-time communication & Voice AI integration WeAreDevelopers World Congress North America Sept 23–25, San José, CA Use Code DEVPOD26 — 15% off, stacks with group rates for 4+ Listener Feedback Subscribe to Failover New Nonsense Struggling shoe retailer Allbirds makes bizarre pivot from shoes to AI, stock explodes more than 700% Allbirds Stock Now Crashing as Reality Sets in About Its Delusional AI Pivot Conferences DevOpsDays Austin, May 5-6, 2026 DevOpsDays + AI Nashville, May 14-15, 2026 KCD Texas, May 15, 2026, use code MEDIA_THANK_YOU for free pass WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 DevOpsDays Vilnius, Sep 30 - Oct 1. 2006 DevOpsDays Istanbul, October 24th, 2026 - Coté keynoting. VMware User Groups (VMUGs): Toronto (May 12-14, 2026) Dallas (June 9-11, 2026) Orlando (October 20-22, 2026) SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Claude /team-onboarding The Junior Dev Crisis: Who Inherits the Code When AI Does the Work Matt: Resident Alien Coté: and
Who Buys the First Data Center Water Company? And When Does the Repricing Start? Data center water treatment is a $1.1 billion market growing nearly 15% per year, with 60% of spending recurring - generating an "infinite money glitch" for the righty designed water tech companies. So, strategic buyers, private equity sponsors, and VC-backed platforms are racing to consolidate water tech expertise. Meanwhile, hyperscalers spending $50 billion a year on infrastructure have made zero water acquisitions... for how long?
Bitcoin's spot-led rally looks healthy on the surface. But derivatives say conviction is thin. Josh Lim from FalconX on what the market structure is actually telling you right now. --- Thank you to our sponsors! MultiChain Advisors is an emerging technology growth firm that has helped create $50B+ in enterprise value for 80+ clients over the past 4 years. They're the partner to help navigate markets. Build real traction today at multichainadv.com As Bitcoin's application layer, Citrea gives you access to the first trust-minimized BTC on a fully programmable platform and a native stablecoin for Bitcoin, ctUSD. You can now participate in Bitcoin capital markets with lending, privacy, payments, Bitcoin yield, trading and predictions. You get expanded Bitcoin utility without sacrificing its security. Citrea mainnet is live. Put your BTC to work at citrea.xyz/unchained. --- Bitcoin is trading near $75,000, but the market structure around it tells a more complicated story. Implied volatility has collapsed to sub-50, funding rates are negative, and the options market is dominated by sellers, not buyers. Meanwhile, Bitcoin miners are liquidating holdings to fund the transition to high-performance compute, generating a persistent offer just as breakeven retail holders look for an exit. FalconX Global Co-Head of Markets Josh Lim joins Steve Ehrlich to map exactly what is keeping Bitcoin range-bound, where the rotation into ETH and alts is actually coming from, and what signals in derivatives and on-chain data would indicate the market is ready to move. They also get into whether the Clarity Act changes the long-term structure of the altcoin market, how Hyperliquid is being used for institutional RWA arbitrage, and what the quantum threat means not for cryptography, but for trading Bitcoin. Host: Steven Ehrlich, Head of Research, SharpLink Guest: Josh Lim — Global Co-Head of Markets, FalconX. Repeat guest; previously covered market structure and institutional crypto flows on Bits + Bips. Learn more about your ad choices. Visit megaphone.fm/adchoices
A Bitcoin developer just proposed freezing wallets that don't upgrade for quantum resistance. Including Satoshi's. Thank you to our sponsors! Nexo Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at http://nexo.com/unchained Multichain Advisors MultiChain Advisors is an emerging technology growth firm that has helped create $50B+ in enterprise value for 80+ clients over the past 4 years. They're the partner to help navigate markets. Build real traction today at multichainadv.com Citrea Bitcoin's application layer, Citrea, launched its mainnet, expanding Bitcoin's utility to privacy, lending, BTC yields, and more. Citrea enables: cBTC: The first trust-minimized Bitcoin on a fully programmable platform. ctUSD: A native stablecoin for Bitcoin, allowing for unified liquidity. Bitcoin Capital Markets bringing demand, and utility to the Bitcoin Network. Explore the Citrea Ecosystem. A Bitcoin developer just proposed the unthinkable: freeze every wallet that does not upgrade for quantum resistance, including Satoshi's. Kain Warwick and Taylor Monahan are here to reckon with BIP-361, the quantum threat to early Bitcoin addresses, and what it means that this proposal exists at all. They also work through who actually wrote Bitcoin — Hal Finney, Adam Back, and Dave Kleiman — and a trail that runs through the Epstein files. Plus: Justin Sun's frozen World Liberty Financial tokens expose why token holders have no legal rights, EtherFi's exit from Scroll turns into a live platform risk case study, and Circle's decision not to freeze known stolen USDC raises the question of what stablecoin issuers owe to the ecosystem. Hosts: Kain Warwick, Founder of Infinex and Synthetix Taylor Monahan, Security Expert Learn more about your ad choices. Visit megaphone.fm/adchoices
Website: https://hunterwilliamshealth.com/Get my FREE Cheatsheet: https://hunterwilliamshealth.com/peptidecheatsheetJoin My Private Group: https://theaxioncollective.manus.space/Get My Book On Amazon: https://a.co/d/avbaV48DownloadSupplement Sources: https://hunterwilliamssupplements.carrd.co/Amazon Storefront: https://www.amazon.com/shop/hunterwilliams/list/WE16G2223BXA?ref_=cm_sw_r_cp_ud_aipsflist_R7QWQC0P1RACB2ETY3DYSocials:Instagram: https://www.instagram.com/hunterwilliamscoaching/Video Topic Request: https://hunterwilliamsvideotopic.carrd.co/Today I'm breaking down something that's been blowing up in the peptide world. The FDA just made a major announcement about moving 19 popular peptides from Category 2 to Category 1. And I want to share my honest thoughts on what this actually means for you.First I walk through how we got here. The Biden administration's original scheduling decision. The rise of the research peptide market. And why roughly four out of five peptides consumed in the US today come from research companies.Then I get into what the FDA is actually proposing. The July hearing. The February 2027 timeline. And what Category 1 status would mean for compounding pharmacies and telehealth clinics.But here's where it gets interesting. I share my prediction on where prices are headed and why I think we'll eventually see price parity between prescribed and research peptides. I also dig into what I think is a quiet quid pro quo happening between Big Pharma and the FDA around GLP-1s.This is speculation on my part. I'm not a doctor or a lawyer. But I wanted to give you my honest read on where this is all going. Let me know your thoughts in the comments.Timestamps00:00 — Intro and disclaimers (not a doctor, not a lawyer)01:40 — History: How the Biden FDA scheduled 19 peptides as Category 202:44 — The rise of the research peptide gray market (4 out of 5 peptides)04:18 — RFK on Joe Rogan and the FDA's Category 1 plans04:58 — What Category 1 actually means (Sermorelin example)05:42 — The July hearing and February 2027 final say timeline07:18 — FDA cracking down on GLP-1s from research companies08:42 — More compounding pharmacies and telehealth clinics entering the space09:08 — The Metformin analogy and future price parity13:20 — The rug pull theory: FDA and Big Pharma quid pro quo on GLP-1s14:04 — Why Eli Lilly is protecting retatrutide (projected $50B/year product)17:04 — Final thoughts and the golden age of peptides
During Episode 34 of Biotalk, Geoff Meyerson, CEO of Locust Walk, unpacks our 2026 Q1 Report: Global Trends in Biopharma Transactions, covering capital markets, strategic deals, and regional trends. Market Overview: Q1 2026 was defined by continuity rather than reversal. Licensing tied a three-year high, M&A recorded its strongest first quarter ever, and U.S. capital markets reopened meaningfully with the return of biotech IPOs. China's dominance in global licensing expanded further, while Europe and the UK remained challenged. Strategic Transactions: Global licensing reached approximately $87B across 57 transactions, with greater than 90% of deal value concentrated in early-stage programs. China-based sellers drove 66% of global licensing value -up from 48% in full-year 2025 -with average deal values rising to ~$1.9B and upfront payments more than doubling sequentially to ~$179M. M&A delivered the strongest Q1 on record at ~$50B, a 58% year-over-year increase. U.S.-based sellers accounted for 95% of deal value, with Phase 2 assets emerging as the leading contributor at 38% and oncology rebounding to 42% of deal value. Capital Markets: Six U.S. biotech IPOs raised ~$1.8B -exceeding the full-year 2025 total. Venture financing surged 44% quarter-over-quarter to $5B, and reductions in force hit a three-year low of 34. In contrast, European venture financing fell 63% to $613M, with capital concentrated in a handful of late-stage financings. Outlook: Strategic dealmaking remains strong, and capital markets are increasingly open, but deal structures will continue to favor milestone-heavy economics. China's structural role in global licensing and venture financing will shape partnership and exit strategies across the remaining quarters of 2026.
What Is the Real Water Problem Behind AI Data Centers - and Where Is the $1.3 Billion Opportunity? AI Water seems to concern everybody, while data center water treatment is the fastest-growing industrial water vertical in the world - $1.35 billion in 2025, growing at 13.3% per year. But the media is chasing the wrong story. The real problem isn't consumption volume — it's the concentrated industrial wastewater that cooling towers produce. This episode maps the opportunity most investors are missing. A
Get our CEO lessons in one guide: https://clickhubspot.com/rmfk Episode 813: Shaan Puri ( https://x.com/ShaanVP ) talks to Jon McNeill about his time running Tesla and working side-by-side with Elon Musk. — Show Notes: (0:00) Intro (1:18) a job interview with Elon Musk (5:07) Being a sniper for talent (8:20) solve a real problem, right now. (11:23) solving Tesla's sales problem (23:41) One size fits all opportunities (26:50) the power of noticing (31:45) order of magnitude goals (38:34) 3 sentence emails (43:24) identifying $50B industry (49:05) AI — Links: • The Algorithm - https://www.penguinrandomhouse.com/books/799958/the-algorithm-by-jon-mcneill/ — Check Out Sam's Stuff: • Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC • I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out: beehiiv.com/mfm-challenge My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /
Will SEC guidance stick around if the administration changes? Commissioner Peirce and Sumeera Younis of the Crypto Task Force answer. Thanks to our sponsors! * Citrea — Bitcoin changed how money works. Citrea changes how Bitcoin scales. Trust-minimized BTC on a fully programmable platform with native stablecoin CTUSD. Get started at citrea.xyz/unchained * Ether.fi — 15% cash back on groceries, restaurants, and rideshares. 3% on everything else. Borrow against holdings at 4% or less. Earn up to 8% APY. Go to ether.fi/unchained. * Multichain Advisors — Emerging technology growth firm with $50B+ in enterprise value created for 80+ clients. TGEs, go-to-market, BD, capital markets advisory, and more. Visit multichainadv.com. The SEC's Crypto Task Force has spent over a year rebuilding a relationship the industry feared was broken for good. Commissioner Hester Peirce and task force Chief of Operations Sumeera Younis explain how the SEC prioritizes crypto policy questions, why tokenization leads the agenda, and what happens to this guidance when the administration changes. They tackle the gap between large players shaping policy and small builders who want clear instructions, reveal how the SEC and CFTC coordinate to prevent jurisdictional conflicts, and argue that smart contracts and AI could reinvent securities disclosure. Hosts: Katherine Kirkpatrick Bos, General Counsel at StarkWare. Previously held senior legal roles across DeFi and centralized exchanges. Jessi Brooks, General Counsel at Ribbit Capital TuongVy Le, General Counsel at Veda Guests: Commissioner Hester Peirce, U.S. Securities and Exchange Commission Sumeera Younis, Chief of Operations, SEC Crypto Task Force Learn more about your ad choices. Visit megaphone.fm/adchoices
When Ellora Sengupta joined EverCommerce as CIO, she inherited the IT of over 50 acquisitions — multiple operating models, fragmented tech stacks, and business units that had zero reason to trust a central IT function. Most CIOs would have reached for a consolidation roadmap. Ellora reached for something better: earning the right to be plugged into, instead of just mandating it. In this episode, Ellora tells Yousuf how she's drawn the line between what actually needs to be standardized and what should be left alone so acquired businesses keep their edge. Key Moments: [00:01:00] What Is EverCommerce — and What Makes 50+ Acquisitions So Unusual [00:03:00] The CIO's Real Job: Standardize Some Things, Protect Others [00:04:30] What Multi-Acquisition IT Looks Like vs. Organic Growth [00:05:00] How Ellora Built Trust with Business Units That Didn't Ask for IT [00:07:30] High-Growth SaaS DNA: Customer Obsession, Speed with Discipline, and AI [00:09:30] Why AI Doesn't Get Its Own Budget at EverCommerce [00:11:00] The Personal Story: Starting Over as an Immigrant with Zero Network [00:15:30] How Her Leadership Philosophy Evolved — and the Family Myth She Unlearned [00:17:30] Running the SVASE CIO Educational Fund and Giving Back [00:21:00] The Skills That Actually Matter for Future IT Leaders [00:22:00] Lightning Round About Ellora: Ellora Sengupta is the CIO of EverCommerce, where she oversees enterprise applications, data and analytics, security, corporate IT, infrastructure, and enterprise PMO across a portfolio built through 50+ acquisitions. She brings a "General Manager" mindset to IT leadership, having scaled technology functions at high-growth pre-IPO companies and $50B+ enterprises alike — including stints at Procore, Samsara, Cisco, and Workday. Ellora was named Bay Area CIO of the Year in the 2022 ORBIE Awards (Large Corporate category). She currently serves as president of the SVASE CIO Educational Fund, raising scholarships and providing mentorship for underprivileged students pursuing careers in technology. Guest Highlights: "My success is not how fast can I standardize or make things consistent. My success is — are those vertical businesses ready to plug into the shared services that my team is creating because it makes them better." "Your team is not your family. In a family, it's unconditional. But in a team you need everybody to perform. It doesn't help anyone if you are carrying along a non-performer — the rest of the team has to carry that slack." "I don't have a separate budget for AI. I have a budget and I need to make sure that my tools are AI enabled." - Visit ciopod.com for more episodes. Check out our new YouTube channel and subscribe to never miss an episode. Our Sponsor: Want to accelerate software development by 500%? Meet Blitzy, the only autonomous code generation platform with infinite code context, purpose-built for large, complex enterprise-scale codebases. While other AI coding tools provide snippets of code and struggle with context, Blitzy ingests millions of lines of code and orchestrates thousands of agents that reason for hours to map every line-level dependency. With a complete contextual understanding of your codebase, Blitzy is ready to be deployed at the beginning of every sprint. Blitzy handles the heavy lifting, delivering over 80% of the work autonomously. The platform plans, builds, and validates premium-quality code at the speed of compute, turning months of engineering into a matter of days. It's the secret weapon for Fortune 500 companies globally. To hear how engineering leaders are transforming the way they deliver software, visit blitzy.com. Schedule a meeting with their consultants to enable an AI-Native SDLC in your organization today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of Upside, Dan Bowyer, Mads Jensen of SuperSeed and Lomax Ward of Outsized Ventures unpack a week where geopolitics, AI arms races and Europe's tech momentum took over the headlines.A new oil shock triggered by tensions around the Strait of Hormuz threatens global energy flows and raises the spectre of another inflation cycle with direct consequences for venture capital and startup funding. At the same time, the economics of modern warfare are shifting rapidly, with cheap drones and fast-iteration defence technology reshaping how conflicts are fought and who builds the tools.Against that backdrop, Europe delivered a surprisingly strong week for tech: France produced the continent's first $1B seed “Instacorn”, Revolut finally secured its UK banking licence, and new proposals could finally push Europe closer to unified capital markets.Meanwhile in AI, the race for chips, coding platforms and infrastructure continues to accelerate, from Nvidia's looming announcements at GTC to Meta building its own inference silicon and the meteoric rise of AI coding startup Cursor.This isn't just a tech news cycle.It's energy markets, AI infrastructure, and European innovation ecosystems moving at the same time.What's covered• The Strait of Hormuz oil shock and its ripple effects on venture markets• Ukraine's emergence as a real-time defence innovation ecosystem• The shifting economics of warfare: cheap drones vs expensive missiles• Europe's first $1B AI seed round and the rise of frontier labs in Paris• Yann LeCun's new “world models” bet and the next frontier in AI• Capital markets integration and whether Europe can finally unify funding• Cursor's $50B trajectory and the future of AI coding platforms• The AI chip war: Meta's inference silicon vs Nvidia's dominance• AI layoffs and whether productivity narratives are masking pandemic over-hiring
A growing debate is emerging around how AI can expand human work instead of replacing it. This episode looks at the idea of “pro-worker AI,” the kinds of tools that augment expertise and create new tasks, and why the market hasn't focused there yet—even as the opportunity becomes clearer. In the headlines: Meta delays its next model, Cursor seeks funding at a $50B valuation, Anthropic explores enterprise consulting, and new data shows 81% of doctors already use AI.Learn more about AGENT MADNESS: Our 64-Bracket tournament to find the coolest Agent of 2026 https://www.agentmadness.ai/Brought to you by:KPMG – Agentic AI is powering a potential $3 trillion productivity shift, and KPMG's new paper, Agentic AI Untangled, gives leaders a clear framework to decide whether to build, buy, or borrow—download it at www.kpmg.us/NavigateMercury - Modern banking for business and now personal accounts. Learn more at https://mercury.com/personal-bankingAIUC-1 - Get your agents certified to communicate trust to enterprise buyers - https://www.aiuc-1.com/Blitzy - Want to accelerate enterprise software development velocity by 5x? https://blitzy.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefRobots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Our Newsletter is BACK: https://aidailybrief.beehiiv.com/Interested in sponsoring the show? sponsors@aidailybrief.ai
This week, we're back with another weekly roundup on the equity vs. token debate in crypto. We dive deep into Across Protocol's proposal to convert its token into equity before covering Kraken's Fedwire approval, Ripple's $50B valuation, and more. Enjoy! -- Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire: https://x.com/theempirepod -- Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code EMPIRE200 to get $200 off your ticket! https://blockworks.co/event/digital-asset-summit-nyc-2026 -- ZKsync is the Bank Stack of Ethereum. It is a network of chains secured by cryptography, not validators. Its cutting-edge ZK innovation enables the privacy, performance and connectivity that businesses need to thrive in the digital assets economy. To find out more visit: https://www.zksync.io/ -- Timestamps: (00:00) Introduction (08:36) Across To Convert Their Token to Equity (23:47) Crypto's Token vs Equity Problem (36:52) ZKsync Ad (37:34) DAS Plug (38:00) Mastercard's Crypto Partner Program (47:05) Ripple's $50B Valuation (54:35) Kraken's Gets Approved to Fedwire (01:00:57) Content of The Week -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, Rob and our guests may hold positions in the companies, funds, or projects discussed.
Ripple's $750M buyback values the company at $50B. Ripple is buying back $750 million in shares, pushing the blockchain payment company's valuation to a staggering $50 billion. The move comes months after a major funding round and follows an aggressive acquisition spree. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at nexo.com/coindesk. - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
Oracle Corporation (ORCL) is capitalizing on a massive backlog and the fast‑growing AI inferencing market. Ron Westfall joins Sam Vadas and Marley Kayden to unpack Oracle's latest earnings, its $50B capex plan, expansion into public sector contracts, and the competitive and geopolitical risks shaping the stock's muted reaction.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Favour Obasi-ike, MBA, MS breaks down the SEO difference between podcast downloads and unique listeners — two metrics every podcaster must understand. A download is triggered after just 45 seconds of listening, while a unique listener represents someone who returns to engage with your content repeatedly, much like a returning website visitor. Favour connects these metrics to podcast SEO, keyword density, IAB certification, and long-term monetization. He reveals how transcripts convert speech into indexable text that fuels Google rankings and why every episode acts as a keyword bank. Celese Williams joins with questions on podcast ranking and the SEO-podcasting connection. The episode also covers the industry's explosive growth — valued at $38–50 billion, projected to reach $131 billion by 2030 — and the milestone of podcasting overtaking radio in consumption.Book SEO Services? Save These Quick Links for Later>> Book SEO Services with Favour Obasi-ike>> Visit Work and PLAY Entertainment website to learn about our digital marketing services>> Join our exclusive SEO Marketing community>> Read SEO Articles>> Subscribe to the We Don't PLAY Podcast>> Purchase Flaev Beatz Beats Online>> Favour Obasi-ike Quick Links>> Start Recording your Podcast with Riverside Today | Sign Up with My Affiliate Link HereEpisode Timeline and Timestamps[00:00] Introduction and episode overview.[00:44] What counts as a podcast download — the 45-second rule explained.[04:27] Defining unique listeners — comparing them to returning website visitors.[08:04] Exact match phrasing and how podcast platform search works.[10:02] The "red carpet" analogy — why timestamps create a guided experience.[14:19] Keyword density: every episode is a keyword bank; more episodes = larger keyword database.[20:31] IAB certification and monetization through dynamic ads from brands like Shopify and Canva.[23:03] Downloads vs. unique listeners by the numbers — the 40% gap.[26:22] RSS feeds, structured data, schema, and FAQs powering podcast SEO.[31:34] Why top podcasters rank — more episodes, more keywords, higher visibility.[35:52] The seven essential podcast SEO spots every show needs.[38:22] Favour's growth from 1K downloads/month to 1K downloads/week.[46:41] Industry valued at $38–50B, projected $131B by 2030.[47:54] Podcasting overtakes radio in consumption for the first time.[53:14] Celese shares her biggest takeaway and next steps.[61:14] Q&A: Hosting vs. distribution — choosing the right platform.Memorable Quotes"A podcast download counts as a 45-second time-lapse that results into one download.""Think about every episode like a keyword bank.""If you have a podcast and you don't know SEO, that's where the struggle bus starts.""For the first time in history, podcasting has overtaken radio when it comes to consumption.""The goal is not just to have downloads and listeners, it's to have action takers."FAQs AnsweredWhat counts as one podcast download?A listener must play at least 45 seconds for it to register as one download.How do unique listeners differ from downloads?Unique listeners return to re-listen or engage deeply with specific sections, like returning website visitors.How does podcast SEO work?Transcripts convert spoken words into indexable text. More episodes mean a larger keyword database and stronger signals.What is IAB certification?The Interactive Advertising Bureau certifies platforms for ad placement, enabling dynamic ads and monetization.What are the seven podcast SEO spots?Podcast title, description, episode title, episode description, author, podcast cover art, and episode cover art.Which platform is best for business?Start with free hosting, distribute everywhere, then scale to an IAB-certified platform. Connect your RSS feed to LinkedIn for auto-syndication.Keywordspodcast downloads, unique listeners, podcast SEO, keyword density, IAB certification, RSS feed, podcast monetization, exact match phrasing, podcast transcripts, structured data, podcast hosting, podcast distribution, Google Search Console, podcast rankingSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Travis and producer Eric dive into Chipotle's leaked strategy to target high-income customers ($100K+ households, who make up 60% of their base), generational slop wars, portion size drama, and why price hikes won't kill the burrito empire—plus wild tangents on Denny's fried cheese melts and the real McDonald's coffee lawsuit. On this episode we talk about: Chipotle's pivot to affluent "digital natives" who love high-protein bowls, with plans for more price hikes and menu tweaks. Why 60% of Chipotle customers earn over $100K—and how Gen Z calls it "corporate slop bowls" while millennials defend it. Portion shrinkage complaints vs. rising prices, and Vegas's endless Chipotle clones ready to steal market share. Gen Z vs. millennial humor battles over The Office, Parks & Rec, New Girl, and unleashing Chris Pratt on the world. Debunking the McDonald's hot coffee myth: 190°F coffee caused third-degree burns in 3 seconds, not a frivolous lawsuit. Top 3 Takeaways 1. Chipotle's $50B market cap lets them hike prices guilt-free—focus on affluent customers who still show up in a tough economy.2. "Best known beats best" applies to fast casual too: loyalty comes from quality portions and protein labeling, not just cheap eats.3. Generational beef is endless, but money in the bank solves real problems—don't sweat $5 bowls if your business is printing. Notable Quotes "60% of Chipotle customer base makes over $100,000 a year." "Gen Z and Gen Alpha call Chipotle bowls 'corporate slop bowls'." "I don't care if Chipotle raises their prices... as long as they get back to the portions." "McDonald's served its coffee at 180 to 190°F... It caused third degree burns in three seconds." "Money only solves your money problems, but it's easier to solve the rest problems when you got money in the bank." ✖️✖️✖️✖️
AI funding rounds are getting bigger. Infrastructure bets are getting steeper. And the SaaS model is back under pressure. On episode 294 of The Six Five Pod, Patrick Moorhead and Daniel Newman break down the $110B OpenAI raise, Amazon's expanded role, AMD's $100B Meta deal, sovereign cloud momentum, and whether or not the SaaS premium is being permanently eroded. The handpicked topics for this week are: OpenAI's $110B Funding Round & Amazon's $50B Commitment: OpenAI secured a $110B round backed by Amazon, NVIDIA, and SoftBank. Amazon committed $50B over eight years, including Tranium capacity, co-development, Bedrock integration, and custom model initiatives. Microsoft remains the exclusive API cloud provider, but the competitive cloud dynamics are shifting. Anthropic, the Pentagon & the AI Safety Line: Anthropic risks a $200M DoD contract over refusing to drop safety restrictions related to mass surveillance and automated weapons. Pat and Dan explore the ethics and competitive positioning of this, and what happens if another lab steps in. Model Distillation & IP Risk: Anthropic cited 24,000 fraudulent accounts generating 16 million interactions to distill model capabilities. The episode examines IP theft, enforcement gaps, and global competition. DeepSeek & NVIDIA Blackwell Reports: Recent reports suggest DeepSeek leveraged NVIDIA Blackwell chips. The hosts discuss export controls, enforcement realities, and whether this was ever realistically in doubt. Microsoft Sovereign Cloud Goes GA: Microsoft introduced full-stack Azure sovereign cloud capabilities with support for disconnected operations. Sovereignty, regulatory compliance, and latency management are becoming core enterprise and government requirements. AMD's $100B Meta AI Infrastructure Deal: AMD secured a massive multi-gigawatt inference-focused deal with Meta using MI450. The discussion centers on competitive dynamics with NVIDIA, scale-up architecture, and whether AMD can materially shift market share. Intel & SambaNova Alignment: Intel Capital invested in SambaNova's Series E. The hosts examine inference strategy, CPU resurgence, and how Intel rounds out its AI positioning while advancing its GPU roadmap. The Flip: Is SaaS Permanently Repriced? Are enterprise SaaS multiples structurally resetting due to AI agents and consumption models, or is the market misreading enterprise AI adoption speed? Nuance emerges around consolidation, consumption pricing, and the durability of complex enterprise platforms. Bulls & Bears: NVIDIA, Salesforce, Synopsys, Dell, Snowflake, IBM, Everpure, HP Strong earnings across several big tech companies met with mixed market reactions. Terminal value concerns, consumption transitions, stock-based compensation, and memory constraints shape sentiment more than raw performance. For a deeper dive into each topic, subscribe to The Six Five Pod so you never miss an episode.
David Roberts spent nearly four decades in finance—starting on Wall Street in 1983 and joining Angelo Gordon in 1993, when the firm was a 15-person shop managing about $300M. By the time he left, the firm managed roughly $50B in assets, and David contributed to that growth by helping build and launch several of the firm's businesses. After retiring, he created Sparks From Culture, a widely read Substack, which provides its nearly 9,000 readers with “weekly personal essays on wealth, status, and family from someone with generational wealth, writing with transparency.”Our host, Ross Overline, is one of David's readers.In this conversation, David and Ross explore the hardest questions finance leaders rarely discuss publicly: How do you know when you have “enough”? Why does comparison keep resetting our definition of success? What are the risks of wealth concentration?They discuss inequality, philanthropy, competing views of capitalism's current state, and how greed often shows up as self-justification. David makes the case for generosity as a stabilizing force in society—and shares how he's translated these beliefs into real, high-impact giving.The episode closes with a simple but unforgettable principle: the butterfly effect—small acts of generosity can change a life more than you'll ever know.Meet David David Roberts is a retired Partner of Angelo Gordon, where he joined in 1993, helping build and scale investment platforms across real estate, structured credit, and net lease. After retiring in 2022, he briefly served in public service as Senior Advisor to Maryland's Secretary of Commerce.In recent years, David has become a thoughtful public voice through his Substack newsletter Sparks From Culture (no payment necessary). All proceeds from paid subscriptions are donated to the Robin Hood Foundation, reflecting David and his wife Debbie's long-standing commitment to impact-driven giving.He holds a B.S. from The Wharton School of the University of Pennsylvania.
Our guest this week, Alvin Wang Graylin spent 35 years in senior leadership roles across HTC, IBM, and other major tech companies. He ran HTC's VR division, came out of the famous HIT Lab, now teaches at MIT, holds a fellowship at Stanford, and just published a paper called "Beyond Rivalry" proposing a seven-point plan for deescalating US-China AI tensions and building a global safety net before the economy breaks. His thesis: America is the fastest in the AI race and the least prepared for what it's creating—a cliff where human labor theory of value collapses, capital concentration accelerates, and 40% of the population living month to month faces chaos.The conversation becomes a wide-ranging debate between Alvin, Charlie, and Rony about whether AGI will be benevolent by default (Alvin's position: research shows smarter AI seeks global coherence and becomes less controllable by individual humans, which may actually make it safer) or whether benevolence must be designed in from scratchAI XR News You Should Know: Elon Musk merges SpaceX, xAI, and X into a single entity—Alvin dismantles the space data center concept with physics (vacuum cooling is a myth, micro-meteorite collisions would destroy hardware daily, and energy is only 10% of data center costs). Amazon invests $50 billion in OpenAI that round-trips back to AWS. Alphabet breaks revenue records at $400 billion but spooks investors by disclosing $90 billion in AI spending. ElevenLabs raises $500 million at $11 billion valuation. Rony's SynthBee hits unicorn status with $100 million raised at a multi-billion dollar valuation. Alvin warns the AI bubble dwarfs the dot-com era (298 companies raised $24 billion total during dot-com; OpenAI alone is raising that in a single private round) and predicts OpenAI may implode before going public.Key Moments Timestamps:[00:04:47] SpaceX/xAI/X merger: Rony calls it Elon's "return to Tony Stark form"[00:06:41] Alvin dismantles space data centers with physics: vacuum cooling myth, micro-meteorites, $7K/kg launch costs[00:10:04] Amazon's $50B investment in OpenAI as a round-trip to AWS; the scam economy[00:11:26] Alvin predicts OpenAI may implode before going public[00:14:23] Alvin on 35 years in AI: the technology is transformational but everyone's making a commodity product[00:17:04] The AI bubble dwarfs dot-com: $24B total vs. single private rounds today[00:19:04] Rony's contrarian: the $110 trillion global economy is what's being bet against[00:21:06] Labor theory of value collapses: what happens when humans exit the production cycle[00:23:00] America is fastest in the AI race and least prepared; 40% live month to month[00:24:00] Alvin's Stanford paper "Beyond Rivalry": a CERN for AI and global data pool[00:28:00] Davos reflections: the rest of the world is more rational than America[00:34:00] Chinese vs. American culture: reverence for teachers, respect for elders[00:42:00] Alvin's "Abundant" framework: valuing human dignity over production after AGI[00:44:22] The great debate: will AGI find benevolence naturally (Alvin) or must it be designed in (Rony)?[00:47:00] Rony on risk: AGI systems are unverifiable, untestable, and we cannot take the chanceListen to the full episode and subscribe to the AI XR Podcast for weekly conversations at the intersection of AI, XR, and the future of humanity.This episode is brought to you by Zappar, creators of Mattercraft—the leading visual development environment for building immersive 3D web experiences for mobile headsets and desktop. Build smarter at mattercraft.io.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Ben Watson dials up the chart of Oracle (ORCL) as the company faces some short-term pressure and questions around its AI spend. Oracle announced plans for an up to $50B funding round, including a stock and bonds sale. Ben examines a downward trend in the recent 5-day chart, but zooms out to a 2-year timeframe to "add some context" to current levels for its price activity. He highlights $115 as a long-term support level with $180 as a near-term support that could act as a "head and shoulders" area. Ben says investors should watch any sustained upward move above $180 as a positive reversal of its recent downtrend. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Market update for Monday February 2, 2026.Silver Deep Dive: (Spotify)(YouTube)Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode we recap:Why Gold and silver and bitcoin are crashingDisney's earnings beat as the company picks new CEOOracle announces plans to raise up to $50B to fund its massive AI data center buildoutUnity rebounds after last week's AI-driven selloff, while Nvidia slips on OpenAI deal uncertaintyPlus, why the housing market is quietly shifting back in favor of buyers
Meta beat. Microsoft missed. The reactions were extreme. Today on Dumb Money, we look past the headlines and focus on what Big Tech earnings are actually telling us — especially around cloud usage and AI-driven compute demand. With Amazon reporting next, we dig into AWS trends and what a reported $50B commitment tied to OpenAI could mean going forward. Why Amazon earnings matter most right now.
Brought to you by TogetherLetters & Edgewise!In this episode: Iran's internet blackout may become permanent, with access for elites onlyMicrosoft Gave FBI Keys To Unlock Encrypted Data, Exposing Major Privacy FlawFBI says it's investigating Signal. Should users worry?TikTok Is Now Collecting Even More Data About Its Users. Here Are the 3 Biggest ChangesSamsung confirms Galaxy S26's insane 'pixel level' privacy featureAmazon shutters all of its physical Go and Fresh storesThermodynamic Computing Slashes AI-Image Energy Use Heat may be 10 billion times as efficient for randomizationTesla is committing automotive suicideElon Musk's SpaceX, Tesla, and xAI in talks to merge, according to reportsAmazon is reportedly in talks to invest $50B in OpenAIWeird and Wacky: Behold, the Lego x Crocs footwear collab that dreams are made ofTech Rec:Sanjay - AnythingLLM Adam - SubstackFind us here:
Send us a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:07 - Decagon's $250M Round Triples Valuation to $4.5B01:17 - xAI Gets $2B From Tesla After $20B Series E02:06 - Synthesia Raises $200M at $4B as ARR Targets Hit $200M03:25 - SpaceX Eyes June 2026 IPO With $50B Raise at $1.5T03:52 - SpaceX Starship V3 Heads for Mid-March04:27 - SpaceX Starlink Lands Gulf Air Deal as Fleet Rollout Begins Mid-Year05:19 - Richard Socher's Recursive Talks $4B Valuation and Big Compute Spend06:12 - Ricursive Hits $4B Valuation Two Months After Launch With $300M Series A07:04 - Automation Anywhere in Talks to Buy C3.AI and Go Public by Merger08:02 - Harvey Buys Hexus as $8B Secondary Valuation Holds Flat08:54 - Anduril Plans 5,500-Job Long Beach Buildout as Valuation Jumps 157%09:49 - Anthropic Brings Slack and Figma Into Claude as Valuation Tops $370B10:54 - Anthropic Wins GOV.UK Pilot to Build AI Assistant for Job Seekers11:48 - Anthropic Forecasts $18B Sales This Year, $55B Next, But Pushes Profit to 202813:02 - Moonshot's Kimi K2.5 Upgrades to Omni as Valuation Target Moves Toward $5B13:53 - OpenAI Preps for Q4 2026 IPO14:32 - OpenAI's $100B Raise Takes Shape With Amazon at $50B and SoftBank at $30B15:17 - OpenAI Launches Prism on GPT-5.2 as Science Usage Hits 8.4M Messages a Week16:28 - Tether Launches USAT With Anchorage as US Stablecoin Rules Tighten17:47 - Redwood Upsizes Series E to $425M as Google Joins and Valuation Clears $6B18:56 - US DOE Cuts Nuclear Rulebook by a Third as Startups Raise $1B+19:51 - Perplexity Signs $750M Microsoft Cloud Deal While Keeping AWS Preferred
In this episode, Lex speaks with Michael Egorov - Founder of Curve Finance and YieldBasis. Kicking things off about his journey from experimental physicist to founder of Curve Finance and YieldBasis, highlighting how theoretical physics concepts influenced his creation of financial invariants in DeFi protocols.Curve pioneered fully automated concentrated liquidity for stablecoins and introduced veTokenomics, a governance model rewarding long-term commitment with voting power and protocol fees. Egorov defends veTokenomics against criticisms of unlock-driven volatility, citing that most CRV locks average over 3 years and behave like permanent commitments. YieldBasis expands Curve's approach by offering impermanent gain strategies to counter impermanent loss in volatile markets like Bitcoin, aiming to scale toward a $50B market ceiling.The discussion closes with reflections on DeFi token market structure challenges and Egorov's call for protocols to connect token value to real economic flows by activating fee-sharing mechanisms.NOTABLE DISCUSSION POINTS:veTokenomics Drives Long-Term Alignment and Token Sink EfficiencyMichael Egorov introduced veTokenomics in Curve to address short-termism in token governance by requiring users to lock CRV tokens for up to 4 years to gain voting power and protocol rewards. This mechanism has proven effective in practice, with the average CRV lock time exceeding 3 years, effectively removing tokens from circulation. Egorov notes that veTokenomics removed 3x more tokens from supply than buybacks would have, highlighting its material impact on protocol stability and investor alignment.YieldBasis Aims to Neutralize Impermanent Loss via Engineered Impermanent GainYieldBasis builds on Curve's AMM infrastructure by combining two layers: a Curve pool experiencing impermanent loss, and a complementary structure engineered to capture “impermanent gain”. This dual-layer approach statistically delivers net profit in volatile assets like Bitcoin, assuming mean-reverting price movements. Egorov estimates the market ceiling for this strategy at $50 billion, positioning YieldBasis as a scalable solution for volatility-based yield generation.DeFi's Market Structure Issues Stem from Uncertain Token-Economics LinkagesEgorov critiques much of DeFi for failing to connect protocol economics to token value. While Curve distributes fees directly to CRV lockers, most protocols (like Uniswap) have not activated fee-sharing mechanisms (”fee switches”), creating valuation uncertainty. Egorov argues that unless projects “turn the switch on” and reduce economic ambiguity, token pricing will remain volatile and fragile, hindering broader adoption and investment confidence.TOPICSCurve Finance, YieldBasis, Uniswap, MakerDAO, Convex, StakeDAO, Threshold Network, NuCypher, AladdinDAO, Athena, Yearn, DeFi, veTokenomics, AMM, Stablecoin, Tokenomics, Governance, CRV Token, Ethereum, ETH, Bitcoin, BTC ABOUT THE FINTECH BLUEPRINT
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Welcome back! Lawmakers are zeroed in on trade issues and a potential new farm-aid package as the year winds down. Agriculture Secretary Brooke Rollins is expected to release details this week—but many in D.C. and across farm country say it won't be nearly enough. The American Farm Bureau notes that the rumored $12B is a fraction of the $50B+ in losses farmers have endured over the last three years. Deputy USDA Secretary Stephen Vaden added that recently negotiated trade deals could impact how much aid is ultimately distributed.
In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz dissect the Fed's December rate cut expectations, Amazon's new $50B investment, and US Home Price trends (not good). ---
Liberty Dispatch ~ November 07, 2025 In this episode of Liberty Dispatch, hosts Andrew DeBartolo and Matthew Hallick respond to the insanity of Budget 2025 and Canada's rulers' desire to lead the nation headlong into the wrath of Almighty God. For full access to all our content, including the extended interviews, become a paid subscriber at: https://ldcanada.substack.com; Opening & Intro (00:00-01:15)Welcome & Introduction (01:15-02:53)Segment 1 - A BAD, BAD Canadian Budget (05:35-25:19):“Liberals finally unveil budget, bringing deficit to $78.3 billion this year” | Juno News: https://www.junonews.com/p/liberals-finally-unveil-budget-bringing;“Carney’s $50B conflict of interest?” | Juno News: https://www.junonews.com/p/carneys-50b-conflict-of-interest;“Canadian MP quits opposition party to join Carney’s Liberal government” | CBC News: https://www.cbc.ca/news/politics/chris-dentremont-liberals-poilievre-9.6967559; Segment 2 - Canada Rejects the Bible (26:58–01:01:16):“Liberal wants to clamp down on “hateful” religious scripture” | Juno News: https://www.junonews.com/p/liberal-wants-to-clamp-down-on-hateful;“OLDCORN: Is Ottawa trying to censor the Bible? Liberals’ assault on Christianity continues” | Western Standard: https://www.westernstandard.news/opinion/oldcorn-is-ottawa-trying-to-censor-the-bible-liberals-assault-on-christianity-continues/68713; Segment 3 - Bill C-3 & the Canadian Invasion (01:03:18–01:21:42):“Bill C-3: An Act to amend the Citizenship Act (2025)” | Canada.ca (Immigration, Refugees and Citizenship Canada): https://www.canada.ca/en/immigration-refugees-citizenship/news/2025/06/bill-c-3-an-act-to-amend-the-citizenship-act-2025.html;“Bill C-3 (45-1) – LEGISinfo – Parliament of Canada” | Parliament of Canada – LEGISinfo: https://www.parl.ca/LegisInfo/en/bill/45-1/c-3;“Bill C-3: An Act to Amend the Citizenship Act (2025) – First Reading” | Parliament of Canada – DocumentViewer: https://www.parl.ca/DocumentViewer/en/45-1/bill/C-3/first-reading;Conclusion (01:21:42–01:37:47)Outro (01:37:47–01:38:16)SHOW SPONSORS:Bitcoin Mentor: https://bitcoinmentor.io/aff/liberty Invest with Rocklinc: info@rocklinc.com or call them at 905-631-546; Diversify Your Money with Bull Bitcoin: https://mission.bullbitcoin.com/dispatch; BarterPay: https://barterpay.ca/; Barter It: https://www.barterit.ca/; Get freedom from Censorious CRMS by signing up for SalesNexus: https://www.salesnexus.com/; SUBSCRIBE TO OUR SHOWS/CHANNELS:LIBERTY DISPATCH PODCAST: https://libertydispatch.podbean.com; https://rumble.com/LDshow; CONTACT US: libertydispatch@pm.me STAY UP-TO-DATE ON ALL THINGS LD:Instagram: https://www.instagram.com/liberty_dispatch/; Facebook: https://www.facebook.com/LibertyDispatchCanada; X: @LDCanada - https://x.com/_LDCanada; Rumble: https://rumble.com/LDshow; YouTube: https://www.youtube.com/@libertydispatch Please LIKE, SUBSCRIBE, RATE, & REVIEW, and SHARE it with others!
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