Podcasts about 5B

On this week's show special guest co-host Andy Boyd joins Patrick Gray and James Wilson to discuss the week's cybersecurity news. Andy is the CEO of REDLattice, which makes the Paragon “intelligence collection and reconnaissance” solution. They cover: Adversaries are tracking US troop locations with commercially available location data A new Signal phishing campaign is going after message backups 404 Media is suing ICE to get its spyware contract with REDLattice (lol) Microsoft's tone-deaf response to ‘never justifiable' zero-day disclosures Mini Shai-Hulud pops up again just as Glassworm gets shattered Much, much more This week's episode is sponsored by Authentik, an open source identity platform that you can host yourself. In this week's sponsor interview Authentik's CEO Fletcher Heisler joins Patrick Gray to talk about how they're keeping up with the bugpocalypse, and also the work they're doing to support identities for AI agents. This episode is also available on YouTube. Show notes The Pentagon Knew Enemies Could Track Troops' Phones for Years. Now They Are | wired.com U.S. says troops were targeted with location data, as senator warns ad industry is a ‘national security threat' | TechCrunch Security DOD location data attachment (Wyden) | Risky Business #830 -- LiteLLM and security scanner supply chains compromised | Risky Business Media US has seized nearly $1 billion in crypto from Iran, Bessent says | Russia claims foreign spy agencies hacked officials' phones | therecord.media Hackers are trying to steal Signal users' backups in new wave of phishing attacks | TechCrunch Security We Sued ICE to Get Its Spyware Contract. The Agency Is Redacting Essentially Everything | Social Signals Microsoft calls zero-day releases ‘never justifiable' as researcher threatens to drop more | therecord.media A shared responsibility: Protecting customers through Coordinated Vulnerability Disclosure | Social Signals Microsoft says it will not pursue security researchers after zero-day backlash | therecord.media IBM's new $5B initiative will help enterprises rapidly patch open-source vulnerabilities | Social Signals Federal audit reveals NIST's NVD is plagued by poor planning and duplication | cyberscoop.com Hackers Used Meta's AI Support Bot to Seize Instagram Accounts | krebsonsecurity.com Critical Windows Netlogon RCE flaw now exploited in attacks | BleepingComputer CISA adds exploited Palo Alto Networks GlobalProtect flaw to KEV | Cybersecurity Dive Password manager Dashlane says hackers stole some customers' password vaults | TechCrunch Security CrowdStrike disrupts Glassworm botnet that preyed on open-source supply chain | cyberscoop.com Botnet of more than 17 million devices dismantled | arstechnica.com Chinese-speaking fraud gang could be stealing millions from 2026 World Cup fans | therecord.media ACCC investigating Olympics ticket scam | ABC Dozens of Red Hat packages backdoored through its offical NPM channel | arstechnica.com Solo podcast: A deep dive on TeamPCP - Risky Business Media | Trump administration releases scaled-back AI executive order | cyberscoop.com Google security engineer accused of turning confidential search trends into $1.2M win on Polymarket | cyberscoop.com

Elon Musk is hated, right? And he's about to make his current wealth look like he's been a derelict.$1.75T filing. He will easily crest the $T net worth.Are you listening to me when I give you stock tips? The Dow.Stocks in Raytheon, Lockheed Martin, and others.My next play is energy stocks. Look, I'm no Pelosi, but if you sent me 10% of what you earned, I could buy a house cash.You worried about Iran? Not a lot of talk about it in the news.[X] SB – Woman asked how many genders[X] SB – Abby Phillip on ICE raids[X] SB – Talarico well-rehearsedSure. Iran broke the ceasefire, and Trump is as cool as can be. Talk about disturbing to the Left.How can he be so cool as they try to propagandize the war? What does he know that they don't?"In 2024, almost 50% of inmates in German prisons were foreign nationals or migrants.. In Switzerland, it's 72%.. When your prisons are filled with so-called asylum-seekers who repaid kindness with crime, it's time to END the failed experiment of Open Borders."Billionaire Mark Cuban asks why insurance companies pay $2,500 for an MRI when 'a center down the street' charges $350https://x.com/patrickbetdavid/status/2061197275385282830Biden: ONLY $4m (goal was $200m to $300m) Obama: $1.5B to $1.6B George W. Bush: $500m + Clinton: $165m George H.W. Bush: $43m Reagan: $57-$60m Carter: $26m (In 1981)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Guy Adami and Dan Nathan discuss an S&P 500 pressing all-time highs amid sticky inflation, a 10-year yield around the mid-4% range, and low near-term volatility despite an upcoming Fed meeting and PCE data. They review mixed retail signals (strength at higher-end brands versus Walmart's margin pressure and a strained lower-end consumer), debate the market's resilience, and focus on AI: Nvidia's explosive growth and concerns that soaring usage-based AI costs could challenge the “sanctity” of big-tech CapEx, alongside critiques of Meta layoffs and skepticism about SaaS firms overpromising AI. Guy then interviews Darrell Crate of Easterly, who outlines structural volatility, demographic-driven retirement needs, and hedged equity demand, argues small caps benefit from innovation, and describes Easterly Government Properties as a mission-critical government-lease REIT with an 8% dividend, no canceled leases, a $1.5B pipeline, and potential tailwinds from government efficiency initiatives and GSA changes. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

For this week's ep of my podcast Apt. 5B we're chopping it about if certain MC's lived...what would the game look like? If BIG lived, is Jay Z the Jay Z we know now? If Pac lived does he squash the East Coast/West Coast beef which mean BIG doesn't get murdered? If Nipsey lived, do we see more MC's investing into their neighborhoods?Just another DOOOOOOOOOPE ep y'all and don't forget to subscribe to our YouTube page and check us out wherever you listen to your fave podcasts at!@Kil889 www.willmakebeatsforfood.com

Wade Foster, CEO & Co-Founder of Zapier, reveals how a $5B company transformed overnight when GPT-4 launched. Learn his "Code Red" strategy, AI adoption secrets, and why the future of software belongs to AI agents. When GPT-4 launched, Wade Foster didn't wait. He called a code red. In this conversation, he shares exactly how Zapier went from 10% to 97% company-wide AI adoption in months, why he focuses on building "AI fluency" over quick wins, and what he believes every CEO needs to know about the AI-driven future. We cover: - The "Code Red" moment: Why and how Zapier decided to transform everything - From 10% to 97%: The real drivers behind achieving company-wide AI adoption - The AI Fluency Rubric: Building institutional AI capability vs. tactical AI use - The future of software: Why agents (not humans) will write and use software - The 3% that didn't adopt: Why some teams resist and how to bring them along - Advice for late-moving CEOs: What to do if you haven't started yet - Buzzwords Wade would ban from meetings - Why "context" and "agent" are overloaded terms in AI discussions TIMESTAMPS: 00:00 - Intro 02:08 - How calling Code Red transformed the company 03:02 - The immediate impact: From 10% to 50% AI adoption 05:09 - Building the AI Fluency Rubric and institutional change 07:18 - How Zapier achieved 97% adoption (and what about the 3%?) 09:08 - The difference between adoption vs. sustained usage 12:37 - Making employees retry AI tools even when first attempts failed 15:59 - Infrastructure for embedding AI into workflows 19:25 - The future of software: Agents as creators and users 31:58 - What will Zapier look like in 3 years? Agent-native platforms 34:04 - Setting up governance for AI agents to write code safely 39:17 - What beliefs about AI building today won't make sense by 2028? 42:02 - Buzzwords Wade wants to ban from AI conversations 43:18 - Final advice for CEOs who feel they're late to AI KEY INSIGHTS: - The quality gap between GPT-3.5 and GPT-4 was so vast it rewritten everything for Zapier - A company-wide hackathon forced everyone to play with AI (80%+ participation was key) - Building the muscle for AI adoption matters even when the initial output isn't directly used - Entrenched workflows and quality concerns are the biggest blockers to adoption - Support and encouragement to "try again in 3 months" is critical - The shift isn't just more software, it's that agents will write that software - Governance and guardrails for agents are the new infrastructure CEOs need to set up - AI maximalism paired with realistic change management is the winning approach PERFECT FOR: - Product leaders and GTM professionals navigating AI transformation - CEOs and C-suite executives feeling pressure to move faster on AI - Engineering leaders building AI-fluent organizations - SaaS founders and entrepreneurs building AI-native products - Anyone curious about how category-defining companies adapt Wade Foster brings the strategic clarity and operational rigor that made Zapier the automation standard. This episode cuts through the AI hype to the real work of transforming organizations. #WadeFoster #Zapier #AI #CEOAdvice #AIAdoption #ArtificialIntelligence #SoftwareDevelopment #ProductStrategy #Automation #AIAgents #Leadership #GPT4 #Technology #BusinessStrategy #GTM ABOUT WADE FOSTER: Wade is the Co-Founder and CEO of Zapier, the #1 automation platform connecting 7000+ apps. He's been building Zapier since 2011 and has grown it into a $5 billion company used by millions of businesses to automate daily workflows. Wade is deeply focused on AI's impact on software development and organizational productivity. DISCLAIMER: This conversation reflects Wade Foster's views and experiences. Viewers should consult their own experts before making strategic or business decisions.

This week, we discuss Google I/O, the OpenAI soap opera, and ChatGPT going full financial advisor. Plus, thoughts on improving the conference hallway track. Watch the YouTube Live Recording of Episode 573 Runner-up Titles Stupid Macs I like my idea What was I thinking? Opt-in AI Kentucky Derby's this Weekend It's a low plateau There's no vibe in X-Code Matt's trading with AI Everyone's watching Rundown Google I/O A new era for AI Search All the news from the Google I/O 2026 Developer keynote I/O 2026: Welcome to the agentic Gemini era AI Stuff Elon Musk lost his case against Sam Altman Greg Brockman Officially Takes Control of OpenAI's Products in Latest Shake-Up OpenAI launches ChatGPT for personal finance, will let you connect bank accounts Anthropic hires OpenAI co-founder Andrej Karpathy, former Tesla AI leader Relevant to your Interests Datacenter NIMBYism: What Did You Think Was Going to Happen? Cerebras raises $5.5B, then stock pops $108%, in the first huge tech IPO of 2026 Andreessen Horowitz Is Spending on Politics Like No Other Cisco announces record revenue and 4,000 layoffs in the same day Amazon ditches Rufus chatbot, launches Alexa shopping agent in AI strategy pivot Open source tool maker Grafana Labs says hackers stole its code, refuses to pay ransom Anthropic has acquired the dev tools startup used by OpenAI, Google, and Cloudflare From Open Source Software to Open Source Strategy CISA Admin Leaked AWS GovCloud Keys on Github Shai-Hulud Returns: npm Worm hits @antv in latest ongoing campaign Intel CEO says foundry business is gaining momentum as customer interest grows Removing the Modem and GPS from my 2024 RAV4 Hybrid Sponsors WebRTC.ventures – Real-time communication & Voice AI integration Sentry - use the code: sdt26 for $100 in Sentry credits for new users Nonsense "solutions architects" in 2026 Conferences WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1. 2006 DevOpsDays Istanbul, October 24th, 2026 - Coté keynoting. VMware User Groups (VMUGs): 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: Varlock Matt: Sheep Detectives

Publicis dropped a bomb on Sunday. By Monday, LinkedIn was on fire. Christian, co-host of the In/organic Podcast pulled together two of the sharpest voices in commerce and media to break down what this deal actually means — beyond the press release.Joining In/Organic for this special episode: Ari Paparo, 20-year ad tech veteran, host of the Marketecture podcast, and author of Yield: How Google Bought, Built and Bullied Its Way to Advertising Dominance — and Peter (PVSB) Bond, co-host of the CPG Guys podcast (closing in on episode 600) and Head of Industry and Client Engagement at Flywheel, the commerce acceleration division of Omnicom.This is the one episode this week you can't skip.What we cover: Is this really an agentic AI story or is that just the packaging? Why LiveRamp's client count is already down from 940 to 800 — and what happens next. Why Omnicom, WPP, and every other holdco is immediately accelerating their own identity builds. The three distinct assets inside LiveRamp and which one actually matters. Why Amazon Marketing Cloud is the elephant in the clean room conversation. What independent agencies and lower middle market ad tech players should actually do in response. And who the M&A targets are for anyone not named Publicis.Timestamps0:00 — Breaking news: Publicis announces plan to acquire LiveRamp1:58 — Deal terms: $2.5B total EV, $2.16B net of cash, 2.8x revenue2:45 — Guest intros: Ari Paparo (Marketecture) and Peter Bond (CPG Guys / Flywheel)4:00 — The backstory: IPG acquired Acxiom in 2018 but deliberately excluded LiveRamp5:30 — Is this an agentic AI story? Ari's honest take7:30 — The agent execution problem: why data rails matter as much as intelligence8:43 — The MCP angle: data as enabler vs. data as action9:32 — Data supremacy and the holdco war — Peter's perspective11:00 — LiveRamp client attrition: 940 → 800 and Horizon already looking to exit11:35 — Auren Hoffman's forlorn X post and what's buried in it12:28 — What does WPP, Omnicom, and every other holdco do now?13:18 — Publicis's track record: Epsilon, Citrus Ad, Sapient — and whether Profiteur was worth it14:55 — Breaking down LiveRamp's three assets: Ramp ID, clean room (Habu), and onboarding16:30 — WPP acquired Infosum. Omnicom has Acxiom/Real ID. Who's missing what?17:38 — Amazon Marketing Cloud owns 75% of retail media ad dollars — what does that leave LiveRamp?19:33 — Benoit from Liquid Death: "Not having a clean room strategy in 2026 is malfeasance"20:35 — What this means for independent agencies and lower middle market ad tech players22:21 — LiveRamp as a natural monopoly — and why competitors now have a real window23:35 — The Flywheel parallel: neutrality ends the moment you're inside a holdco25:48 — M&A targets for the corps dev teams at PMG, Horizon, and the super-independents27:16 — The Trade Desk's UID2: worth billions as a standalone, invisible inside the DSP27:36 — The financial model of holdcos is fundamentally transforming — Peter's closing argument29:12 — Ari's final shout-out: Optimal as the leading independent clean room target

The insurance industry is shifting fast, and this episode of RiskCellar doesn't let a single headline slide. Hosts Brandon Schuh and Nick Hartmann are back in the cellar breaking down three of the most talked-about stories in the industry right now. The Rad Power Bikes wrongful death lawsuit and what it means for micro-mobility product liability, the escalating legal fallout from Howden's alleged broker raid on Brown & Brown, and the accelerating softening of the reinsurance market that's reshaping valuations across the board. Plus a deep dive on the collapse of litigation finance as an asset class, and why that might matter more than anyone's admitting.Brandon brings his front-row seat at the Christensen Group specialty desk to every story, and Nick matches him stride for stride with sharp market observations from the field. The episode covers the wrongful death suit filed by Shannon Stephens against Rad Power Bikes after an e-bike lithium-ion battery fire in an Alabama garage on January 3, 2025, killed her husband, Dr. Keith Stephens. Brandon unpacks the legal complexity of successor liability after Rad Power's bankruptcy, notes that the company's assets were reacquired for roughly $13 million, and questions whether the evidence standard will meet the plaintiff's burden given expert testimony that focused on design containment, not outright defect. The CPSC's intervention requiring UL certification for e-bike batteries is also examined in the context of legacy stock.The second half of the episode is equally dense. Brandon and Nick dissect the Brown & Brown vs. Howden broker raid litigation, including a new Minnesota temporary restraining order barring 16 former Brown & Brown employees now at Howden from soliciting clients or recruiting staff. With $31 million in business allegedly lost and Howden carrying roughly $5 billion in total debt against a $3 billion revenue base, the guys ask tough questions about runway and financial viability. They also explore the quiet implosion of litigation finance as an asset class, Burford Capital's 47% stock drop on a single day after a $16.1 billion Argentina judgment was overturned in a US appeals court being the centerpiece moment, alongside JP Morgan's latest analysis calling for continued reinsurance price softening into 2027. It's a dense, entertaining, and genuinely insightful look at where the market stands right now.Key Takeaways:Rad Power Bikes faces a wrongful death lawsuit tied to a lithium-ion battery thermal runaway event in January 2025Successor liability questions are unresolved, old entity is defunct; assets were acquired for ~$13M in bankruptcyBrown & Brown obtained a Minnesota TRO barring 16 former employees at Howden from soliciting clients or staffBrown & Brown disclosed ~$31M in lost business from the Howden broker raid on a recent earnings callHowden carries approximately $5B in debt against a ~$3B broker revenue base, a tight leverage positionChapters:00:00 Introduction01:55 Banter, Travel & Industry Events09:45 Rad Power Bikes Wrongful Death Lawsuit14:05 E-Bike Battery Safety, CPSC & UL Certification17:25 Brown & Brown vs. Howden, Broker Raid Update20:55 Howden's Debt Load & Financial Runway24:05 Property Rate Softening, Real Numbers from the Field26:40 Deductible Buy-Down Policies & Adverse Selection Risk29:45 Litigation Finance Collapse, Burford Capital & Argentina37:40 JP Morgan: Reinsurance Softening Into 202739:15 Three Truths and a Lie: Space Edition47:00 AI at Insurance Innovators Conference51:25 Data Centers in Space? Cooling Logistics Debate52:45 Wrap-Up & CheersConnect with Risk Cellar:Website: https://www.riskcellar.comBrandon SchuhLinkedIn: https://www.linkedin.com/in/brandon-stephen-schuhInstagram: https://www.instagram.com/schuhpapaFacebook: https://www.facebook.com/profile.php?id=61552710523314Nick HartmannLinkedIn: https://www.linkedin.com/in/nickjhartmann

A bi-weekly news show informing you on the latest in Bitcoin, privacy and open source tech hosted by Ungovernables, Max and Q. AOBAll aboard the vibe trainFTF with Max TQ got some holidays coming upKeonne appealNEWSBisq v1 trade protocol exploit: 11.59 BTC drained, fully reimbursed, hardening shipped in 1.10.0 (bisq.community PSA, Bisq on X, reimbursement plan on GitHub)Disclosed: 2026-05-01Bisq's v1 trade protocol had a missing validation check on taker-side input. Because maker and taker were supposed to use the same miner fee, a malicious taker could push a bad fee value through the transaction math and shrink the multisig output to 0.001 BTC while sweeping the rest into the taker's change. Attacker drained 11.59 BTC from 10 users, all on altcoin trades. Maintainer Henrik Jannsen filed a reimbursement plan on GitHub on May 3, payouts in BTC (with BSQ as optional), DAO vote scheduled around May 25. The hotfix landed as Bisq 1.10.0 on 2026-05-16 with broader hardening: trade protocol checks, network message validation, release verification, supply-chain hardening. The Bisq team explicitly flagged the incident as a likely AI-assisted exploit, though they did not detail how AI was used.Sterlingov Appeal: The Criminalization of Privacy (therage.co)Published: 2026-05-12The appellate court reviewing Roman Sterlingov's Bitcoin Fog conviction openly suggested that mixers remain "legal in theory but not practice" once criminals use them. Judges questioned whether running an internationally accessible service forces compliance with every jurisdiction's licensing regime.Pro-law-enforcement CLARITY Act advances out of Senate Banking (therage.co)Published: 2026-05-15The Digital Asset Market Clarity Act passed committee with expanded surveillance provisions: Bank Secrecy Act integration sixteen times over, new PATRIOT Act special measures. Privacy advocates flagged the breadth of data collection on Americans who haven't done anything.CVE-2024-52911 disclosed in Bitcoin Optech #405, fix has been in Bitcoin Core 29.0+ since release (https://bitcoinops.org/en/newsletters/2026/05/15/)Published: 2026-05-05Use-after-free in parallel script validation between Bitcoin Core 0.14.0 and 28.x. Required attacker-supplied proof-of-work, so practical attack window was narrow, but the bug sat unannounced across many versions.Bitcoin Knots 29.3 enables BIP-110, fork-off countdown started (release notes) + Lopp's countdownPublished: 2026-05-09 (release)Knots 29.3 ships RDTS soft-fork enforcement on by default. Nodes running Knots with this flag set will fork off the network in August unless they change behaviour. Lopp set up a countdown.Bybit exploit post-mortem (Blockstream): enterprise multisig + hardware wallets did not save them (blog.blockstream.com)Published: 2026-05 (week of 5-12)$1.5B drained despite multisig and hardware. Failure was process, not key custody, a UI / signing-flow compromise.Poland passes EU MiCA-aligned crypto bill while Zondacrypto fraud probe deepens (bitcoinmagazine.com)Published: 2026-05-15Polish lawmakers ratified the MiCA framework ahead of the July EU deadline. The vote landed alongside an investigation into Zondacrypto's collapse, roughly $96M of user losses, with Prime Minister Tusk floating possible foreign-influence angles.Claude helps retrieve lost 5BTCX user 'CPRKRN' has Claude check over whole file system and match a wallet file to an old passwordSpiral and Block ship Loupe, an AI-powered vulnerability scanner for open-source Bitcoin (spiralbtc.substack.com)Published: 2026-05-12Uses LLMS to surface security weaknesses in code repositories and requires demonstrable test cases for any vulnerability report so false positives are minimised. Spiral and Block are funding scans themselves; reports go to maintainers confidentially before any public disclosure.RELEASESBitcoin Core 31.0 (release index entry) — 2026-05-12Operator review required before production rollout. Major version landing.Bitcoin Knots v29.3.knots20260508 — 2026-05-09RDTS soft-fork enforcement on by default, fork-off risk in August. New configuration changes, bug fixes.Core Lightning v26.06rc1 — 2026-05-12Adds graceful command for clean shutdown, new sendamount RPC, BOLT12 payer-proof support, plus 211 commits since v26.04.Bitkey App 2026.9.1 — 2026-05-15Security patch from Block.Trezor Suite v26.5.1 — 2026-05-15Legacy labeling migration, WalletConnect insufficient-balance warnings, side-by-side trade comparisons, new DeFi Tokens section.BitBoxApp v4.51.0 — 2026-05-12Bundles BitBox02 firmware v9.26.1, address formatting in 4-char groups, iOS haptic feedback on charts, account-summary perf.Ledger Live Desktop 4.4.0 — 2026-05-13Hardens Live App handling of external-protocol URLs (itms-apps:, ms-word:, file:, etc.) across Chromium navigation vectors.Ledger Live Mobile 4.4.0 — 2026-05-13Adds an addresses section to asset detail screens, device-card management menus with removal confirmations.Bull Bitcoin Mobile v6.10.1 — 2026-05-18Onboarding redirect fix on wallet creation failure.Bull Bitcoin Mobile v6.10.0 — 2026-05-11Major release: Ledger hardware-wallet integration, FSS hybrid storage strategy, real-time WebSocket notifications, new onboarding wizard, Payjoin privacy enhancements, 11 new translations.Bull Bitcoin Mobile v6.9.101-Internal-Release (display name v6.9.108-Internal) — 2026-05-09Pre-6.10.0 testing build, Android migration / startup wizard / secure storage fixes.Bitcoin Safe 2.0.0rc0 — 2026-05-17Comprehensive redesign of the wallet setup wizard, added support for Coldcard mk5 and Trezor 7, plugin architecture via external repos, fiat-balance category column.Sparrow Frigate 1.5.0 — 2026-05-14Low-latency mempool ingestion via Bitcoin Core's ZMQ sequence publisher, auto-discovers the bitcoind ZMQ endpoint when unconfigured. Useful for operators running Sparrow Frigate alongside Core.Blockstream Green iOS release_5.4.0 — 2026-05-11Aggregate fiat balance across all wallet assets, updated Send flow for Lightning, migrates Lightning backend from Breez to Greenlight (Blockstream's own LSP).Blockstream Green Android release_5.4.0 — 2026-05-08Same redesign as iOS: aggregate fiat balance, redesigned Send flow (recipient → asset → account), transaction pagination, also the Breez-to-Greenlight migration.Blockstream Green Desktop 3.3.0 — 2026-05-06Total fiat balance in wallet header, AMP ID exposed in settings, GDK 0.77.3, Qt 6.11.0, Wayland fixes.Peach Bitcoin 0.69.0 (build 346) — 2026-05-06Signature validation for backed-up payment details, encrypts custom refund addresses, removes invalid backed-up data.Peach Bitcoin 0.69.0 (build 345) — 2026-05-05Percentage filtering on offers, encrypted server backup syncing for payment methods, advanced offer-creation options, GrapheneOS camera-permission fix, Buy Offer creation restricted to experienced users.ZEUS v13.0.2-rc3 — 2026-05-18Third RC for 13.0.2. New RGS server at rgs.zeusln.com providing graph updates every 15 minutes instead of every three hours. Clipboard and NFC UX improvements.ZEUS v13.0.1 — 2026-05-07Stable release: fixes recovering Embedded LND wallets from seed (was stalling out), payment retry logic, false-positive offline detection. Cashu token sweeping to self-custody continues to land.Alby Hub v1.22.2 "Marc Horowitz" — 2026-05-11Adds Core Lightning support (their most-requested feature), new AI & Agents page, integrated on-chain wallet mode, custom transaction labels, redesigned settings, improved budget selection for app connections.Boltz Backend 3.13.0 — 2026-05-08Full Arkade swap support, EVM commitment-swap lockup flow, multi-LND support in backend and sidecar.Boltz Client 2.12.0 — 2026-05-12Final removal of the GDK wallet library.Arkade arkd v0.9.5 — 2026-05-11Client-lib wallet interface updates, breaking-changes documentation, single-key wallet signing fixes.Arkade TS SDK v0.4.25 — 2026-05-07Maintenance bump for the Arkade JavaScript SDK.NodeGuard 0.24.2 — 2026-05-14Fixes invoice-expiry calculation in rebalance flows. Check logs if rebalance operations have been timing out.ThunderHub v0.18.3 — 2026-05-15Bug-fix release in the 0.18.x line. (Subsequent 0.18.1-0.18.3 are CI/docker polish after the headline 0.18.0.)ThunderHub v0.18.0 — 2026-05-05Adds Taproot Assets support to the dashboard. The actual show story for ThunderHub this fortnight.Blink Mobile 2.4.44 — 2026-05-06Upgrades protobufjs (CVE-2026-41242 mitigation). Security patch.Fedimint SDK canary release — 2026-05-14React Native transport fix, persistent callback, RPC payload flattening. Canary channel.umbrelOS 1.7.3 — 2026-05-12DirtyFrag security patches: CVE-2026-43284 + CVE-2026-43500 in the Linux kernel. Mandatory.umbrelOS 1.7.2 — 2026-05-05CopyFail patch: CVE-2026-31431 in the Linux kernel. Mandatory.Tails 7.7.3 — 2026-05-12Emergency release: critical Linux kernel CVE fix (kernel 6.12.86 ships the Dirty Frag fix), plus Tor Browser and Tor client security fixes.Whirlpool Observer…

The Musk v. Altman jury unanimously rejected Musk's claims on statute of limitations grounds. Andrej Karpathy joined Anthropic's pre-training team. Polymarket partners with Nasdaq on private company markets, Blackstone and Google form a TPU venture, and KPMG embeds Claude into tax advisory. Musk v. Altman: the jury unanimously rejects Elon Musk's claims against OpenAI and Sam Altman, as he filed them outside of a three-year statute of limitations (CNBC) Andrej Karpathy joins Anthropic to help launch a team focused on using Claude to accelerate pre-training research; he helped found OpenAI and worked at Tesla (Axios) Polymarket partners with Nasdaq to launch markets tied to private company milestones, including IPO timing, valuations, earnings, and secondary market activity (The Block) Blackstone announces a joint venture with Google to create a US company that will offer customers Google TPU access, and makes a $5B initial equity commitment (WSJ) KPMG partners with Anthropic to embed Claude into its tax and advisory platforms; KPMG's tax and legal services unit saw revenue grow ~8% YoY to $9.3B in 2025 (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Growing Ecommerce, Mike Ryan and Chris Scharmueller dive into the much-anticipated updates to the OpenAI ads platform and break down Google's staggering Q1 earnings report.While OpenAI has finally transitioned their ad platform from a primitive Excel spreadsheet to a proper User Interface, their highly publicized shift to a CPC model is raising major red flags. We break down the math behind their highly constrained $3 to $5 max CPC range, revealing how it mathematically equates to the exact same astronomical $60 effective CPM they originally launched with. We discuss why advertisers should demand more transparency and control before shifting their performance budgets to ChatGPT.We also unpack Google's unstoppable Q1 momentum. With a massive $110 billion in revenue and an 80% spike in earnings per share, Google is silencing the "death of Search" narrative. We explore their impressive 19% core Search growth, the staggering 63% surge in Google Cloud that is heavily outpacing AWS and Azure, and why Google's massive $180 billion CapEx guidance for 2026 solidifies their dominance in the AI arms race.Key Takeaways:• The OpenAI Ad Trap: Don't be fooled by OpenAI's new CPC bidding model. By forcing advertisers into a strict $3 to $5 CPC range, the platform is essentially maintaining its premium $60 effective CPM under a disguise. Advertisers should hold off on shifting performance budgets until real incrementality and transparency are proven.• Search is Still Thriving: Despite the ongoing narrative that AI will kill traditional search engines, Google's core Search product grew by 19% year-over-year. The search giant's core advertising flywheel remains the most reliable engine for ecommerce growth.• Google Cloud is Winning the AI War: Google Cloud (GCS) achieved a staggering 63% year-over-year growth, heavily outpacing Amazon AWS (28%) and Microsoft Azure (39%). Powered by deep Gemini integration and proprietary TPUs, Google's vertical integration puts them in a unique position to dominate the next decade.Resources & Links:• Access all our webinars, reports, and playbooks in our Knowledge Hub: https://smarter-ecommerce.com/en/knowledge-hub/ • How is your industry stacking up in the market? Find out with smec's Google Ads Benchmarks: https://smarter-ecommerce.com/en/smec-market-observer/About Smarter Ecommerce (smec):Smarter Ecommerce (smec) empowers e-commerce brands with AI-driven PPC automation that optimizes for profit and business outcomes while maintaining strategic control.The platform activates first-party data - profit margins, customer lifetime value, and key business metrics - to automate campaign optimization toward goals like profitability and efficient growth, while detailed campaign insights provide full transparency and enable PPC teams to focus on strategic oversight rather than manual execution.As a Google Premier Partner and three-time Microsoft Retail Partner of the Year, smec manages over €500 million in ad spend and drives €5B+ in annual e-commerce revenue for 350+ global retail clients including THG, Snipes, REWE, and Intersport.Make sure to follow smec - Smarter Ecommerce for more performance marketing insights:smec - Smarter Ecommerce: https://www.smarter-ecommerce.comLinkedIn: https://linkedin.com/company/smarter-ecommerce-gmbhNewsletter: https://smarter-ecommerce.com/en/newsletter/Instagram: https://www.instagram.com/smarterecommerce/

The window for government contractors, especially those in defense and space technology, to go public is open again as several listings over the past 12 months show and SpaceX's own offering this year will illustrate. Dave Khalsa, head of mid-cap defense and government technology investment banking at J.P. Morgan, works on transactions of many different types and observes all of them to help companies in the market figure it all out. In starting out this episode, Dave explains what all companies can take away from the handful of initial public offerings over the past 12 months and SpaceX's listing. This is true of whether they plan to go down the IPO path or not. The rest of the conversation between Dave and our Ross Wilkers focuses on how government priorities shape merger-and-acquisition activities by companies under different ownership models, including private equity and venture capital. Public offerings put GovCon in a new spotlight as SpaceX's listing looms HawkEye 360's public offering hauls in $416M AEVEX fetches $320M in IPO proceeds Firefly captures $868M in IPO proceeds York Space Systems raises $629M in public offering Merlin Labs' public offering collects $200M to build an AI autopilot for any aircraft L3Harris to spin off its rocket motor business with the Pentagon as an anchor investor AeroVironment's tech and business blueprints with BlueHalo now in the fold Veritas Capital's ninth fund grows to $15.3B OceanSound Partners hauls in $3.4B for third fund Arlington Capital fetches $6B for its seventh fund Government equity investments open a new frontier for industry Venture investing is part of the M&A conversation too Anduril hauls in $5B for Series H round Shield AI closes $1.5B Series G round and moves on acquisition Saronic wraps up $600M Series C round Sierra Space and Vast detail their Series C investment rounds

THE SECRETS TO DAILY FOLLOWING THE HOLY SPIRIT 1 Thessalonians 5:23–24 May God himself, the God of peace, sanctify you through and through. May your whole spirit, soul and body be kept blameless at the coming of our Lord Jesus Christ. 24 The one who calls you is faithful, and HE WILL DO IT (NIV) Titus 3:5 he saved us, not because of the righteous things we had done, but because of his mercy. He washed away our sins, giving us a new birth and new life THROUGH THE HOLY SPIRIT. (NIV) Galatians 3:3 Are you so foolish? After beginning by means of the Spirit, are you now trying to finish by means of the flesh? (NIV) 6 STEPS TO BEING SPIRIT LED INSTEAD OF FLESH LED Romans 8:14 For all who are led by the Spirit of God are sons of God. (ESV) 1. BEING LED BY THE SPIRIT STARTS FROM FREEDOM, NOT CONDEMNATION Romans 8:1 There is therefore now no condemnation for those who are in Christ Jesus. (ESV) 2. BEING LED BY THE SPIRIT IS ABOUT SURRENDERING MORE, NOT STRIVING MORE Romans 8:3–4 For God has done what the law, weakened by the flesh, could not do. By sending his own Son in the likeness of sinful flesh and for sin, he condemned sin in the flesh, 4 in order that the righteous requirement of the law might be fulfilled in us, who walk not according to the flesh BUT ACCORDING TO THE SPIRIT. (ESV) 2 Corinthians 3:18 And we all, with unveiled face, beholding the glory of the Lord, are being transformed into the same image from ONE DEGREE OF GLORY TO ANOTHER. For THIS COMES FROM the Lord who is the Spirit. (ESV) 3. BEING LED BY THE SPIRIT INVOLVES RENEWING YOUR MIND Romans 8:5–6 For those who live according to the flesh set their MINDS on the things of the flesh, but those who LIVE ACCORDING TO THE SPIRIT set their MINDS on the things of the Spirit. 6 For to set the MIND on the flesh is death, but to set the MIND on the Spirit is life and peace. (ESV) Ephesians 4:23 Instead, LET THE SPIRIT RENEW YOUR THOUGHTS AND ATTITUDES. (NLT) 4. BEING LED BY THE SPIRIT INVOLVES CRUCIFYING YOUR FLESH Romans 8:7–8 For the mind that is set on the flesh is hostile to God, for it does not submit to God’s law; indeed, it cannot. 8 Those who are in the FLESH cannot please God. (ESV) Galatians 5:16 But I say, walk by the Spirit, and you will not gratify the desires of the flesh. (ESV) Romans 8:13 For if you live according to the flesh you will die, but if by the Spirit you put to death the deeds of the body, you will live. (ESV) 5. BEING LED BY THE SPIRIT REQUIRES LEARNING TO FOLLOW THE SPIRIT’S LEADING Romans 8:9–14 You, however, are not in the realm of the flesh but are in the realm of the Spirit, if indeed the Spirit of God lives in you. And if anyone does not have the Spirit of Christ, they do not belong to Christ. 10 But if Christ is in you, then even though your body is subject to death because of sin, the SPIRIT GIVES LIFE because of righteousness. 11 And if the Spirit of him who raised Jesus from the dead is living in you, he who raised Christ from the dead will also GIVE LIFE to your mortal bodies because of his SPIRIT who lives in you. 12 Therefore, brothers and sisters, we have an obligation—but it is not to the flesh, to live according to it. 13 For if you live according to the flesh, you will die; but if by the SPIRIT you put to death the misdeeds of the body, you will live. 14 For those who are LED BY THE SPIRIT of God are the children of God. (NIV) Galatians 5:25 If we LIVE BY THE SPIRIT, let us also keep in step with the Spirit. (ESV) 5A. YOU FOLLOW THE SPIRIT BY LEARNING HIS VOICE John 10:27 My sheep hear my voice, and I know them, and they follow me. (ESV) John 16:13 When the Spirit of truth comes, he will guide you into all the truth, for he will not speak on his own authority, but whatever he hears he will speak, and he will declare to you the things that are to come. (ESV) 5B. YOU FOLLOW THE SPIRIT’S LEADING BY PAYING ATTENTION TO HIS PROMPTINGS 5C. THE HOLY SPIRIT’S VOICE WILL CORRECT YOU Acts 10:13-15 Then a voice said to him, “Get up, Peter; kill and eat them.” 14 “No, Lord,” Peter declared. “I have never eaten anything that our Jewish laws have declared impure and unclean.” 15 But the voice spoke again: “Do not call something unclean if God has made it clean.” (NLT) 5D. THE HOLY SPIRIT’S VOICE WILL RESTRAIN YOU Acts 16:6–7 And they went through the region of Phrygia and Galatia, having been FORBIDDEN by the Holy Spirit to speak the word in Asia. 7 And when they had come up to Mysia, they attempted to go into Bithynia, but the Spirit of Jesus DID NOT allow them. (ESV) 5E. THE HOLY SPIRIT WILL DIRECT YOU ON WHERE TO GO Acts 8:29 And the Spirit said to Philip, “GO over and join this chariot.” (ESV) Acts 10:19–20 And while Peter was pondering the vision, the Spirit said to him, “Behold, three men are looking for you. 20 Rise and GO down and accompany them without hesitation, for I have sent them.” (ESV) 5E. THE HOLY SPIRIT’S VOICE WILL DIRECT YOU ON A DECISION Acts 13:2 While they were worshiping the Lord and fasting, the Holy Spirit said, “Set apart for me Barnabas and Saul for the work to which I have called them.” (ESV) Acts 15:28 For it has seemed good to the Holy Spirit and to us to lay on you no greater burden than these requirements: (ESV) 5F. THE HOLY SPIRIT’S VOICE WILL SPEAK TO US ABOUT THE FUTURE Acts 20:23 except that the Holy Spirit testifies to me in every city that imprisonment and afflictions await me. (ESV) 6. YOU FOLLOW THE SPIRIT’S LEADING BY OBEYING THE SPIRIT Ephesians 4:30 And do not GRIEVE the Holy Spirit of God, by whom you were sealed for the day of redemption. (NIV) 1 Thessalonians 5:19 Do not QUENCH the Spirit. (ESV) Hebrews 3:7–8 Therefore, as the Holy Spirit says, “Today, if you hear his voice, 8 do not harden your hearts as in the rebellion, on the day of testing in the wilderness, (ESV)

This Week In Startups is made possible by:IM8 Health: IM8health.com/TWISTSquarespace: Squarespace.com/TWISTRender - Render.com/TWISTSelf-driving just stopped being a science problem and became an engineering challenge instead. That's the through-line of today's double-header with the CEOs of two of the most important AV companies in the world — Wayve's Alex Kendall and Waabi's Raquel Urtasun. Between them: ~$2B raised in the last six months, Uber as a partner, Nissan and Volvo as OEMs, and a shared bet that end-to-end AI plus world models beats Waymo's city-by-city map-and-pray approach.If you want to understand the state of the self-driving industry beyond recent Waymo announcements, this is the episode for you.Guest Links:Wayve: wayve.ai/Waabi: http://waabi.ai/Alex Kendall https://www.linkedin.com/in/alexgkendall/Raquel Uratsun: https://www.linkedin.com/in/raquel-urtasun-298400139/Company Links:Wayve's GAIA-2 world model: https://wayve.ai/thinking/gaia-2/Wayve's 500 city roadshow: https://wayve.ai/thinking/ai-500-roadshow-500-cities/Wavye's most recent funding round: https://wayve.ai/press/series-d/Waybe + Uber: https://wayve.ai/press/wayve-nissan-uber-robotaxi-collaboration/Waabi closed-loop simulator: https://waabi.ai/insights/waabi-worldWaabi + Volvo: https://waabi.ai/insights/waabi-and-volvo-autonomous-solutions-partner-to-jointly-develop-and-deploy-autonomous-transportation-solutionsWaabi + Uber: https://www.uberfreight.com/en-US/blog/uber-freight-and-waabi-introduce-industry-first-autonomous-truck-deployment-solutionTimestamps:0:00 Alex Kendall (Wayve) joins the show1:19 The contrarian bet on end-to-end AI and world models in 20173:05 What is a world model? GAIA-2 and GAIA-3 explained7:34 Sensor agnosticism: camera, radar, LiDAR and minimum bar for safety9:56 $1.5B raised — have we cracked self-driving?10:09 Render: Find out why 5 million developers are already using the all-in-one cloud platform, Render. Go to https://render.com/twist and apply for the Render Startup Program to get $500-$100,000 in free credits, depending on your stage and backers.20:38 Squarespace: Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST25:03 How consumers will actually pay: bundle, subscription, or free trial30:15 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.35:59 Raquel Urtasun (Waabi) joins the show36:25 World models as controllable simulators for physical AI43:34 One AI brain across trucks, robotaxis, and beyond47:35 What changed in AI to make 2026 the deployment year52:28 Why Waabi raised $1B when they're capital-efficient58:52 Where Waabi is today: Volvo VNL Autonomous, Dallas-Houston, Uber Freight1:00:50 Per-mile pricing and the Driver-as-a-Service model1:07:20 Has Uber tried to buy Waabi? "Not for sale"Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/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

For this week's ep of my podcast Apt. 5B we're chopping it up about where did the fun in hip hop go? We're also chopping it up about 5 MC's/groups that had fun with their music and when was the last time you actually smiled listening to hip hop?Just another DOOOOOOOOOOPE ep y'all and don't forget to subscribe to our YouTube page and check us out wherever you listen to your fave podcasts at!@Kil889www.willmakebeatsforfood.com

OpenAI is weighing legal action against Apple over a Siri integration it says fell far short. Cerebras opened at $350 in the largest US tech IPO since Uber. Mythos helped researchers crack macOS security, Anthropic restores OpenClaw access with Agent SDK credits, and 71% of Americans oppose local data centers. Sources: OpenAI is weighing legal action against Apple after expectations that ChatGPT's Siri integration would generate billions in revenue fell short (Bloomberg) Security researchers used Anthropic's Mythos to discover a privilege escalation exploit in macOS, circumventing Apple's Memory Integrity Enforcement in five days (WSJ) Cerebras opens at $350, valuing the chipmaker at $100B+, after raising $5.5B by selling 30M shares at $185, the largest US tech IPO since Uber's debut in 2019 (CNBC) Anthropic unveils Claude Agent SDK credits for paid plans, which users can allocate for programmatic use of third-party agents like OpenClaw, starting June 15 (VentureBeat) AT&T, T-Mobile, and Verizon sign an "agreement in principle" to form a joint venture that aims to end wireless dead zones in the US, without giving many details (The Verge) Gallup: 71% of Americans oppose local AI data center construction, citing water and electricity issues, with opposition higher among Democrats than Republicans (Washington Post) Learn more about your ad choices. Visit megaphone.fm/adchoices

Most founders fail not because of their idea.They fail because of who they are.Lew Frankfort built Coach from $6M to $5B over 35 years and now invests in early-stage founders. In this episode of Common Denominator, he breaks down the founder mindset, the leadership frameworks, and the hard lessons behind scaling a business from the ground up including why ego kills more companies than bad ideas, how to find investable ounders, and what it really takes to build an enduring brand.Timestamps:00:00 – Introduction & Background03:15 – What Makes a Founder Actually Scalable?05:20 – Why Most Ideas Never Become Businesses06:30 – The Rare Founder: Creativity + Business Acumen08:50 – Ego vs. Coachability10:50 – Building the Right Team (and Letting Go)14:15 – From NYC Government to Coach18:15 – Fear, Imposter Syndrome, and Leadership Pressure21:30 – How to Hire for Emotional Intelligence24:00 – The Problem with Modern Business Models26:30 – Losing and Regaining Momentum (“Mojo”)29:00 – Mental Health, Purpose, and Longevity30:30 – Building a Collaborative Culture32:30 – What Lew Is Most Proud Of32:50 – The Early Insight That Changed Everything34:13 – Final Thoughts: Purpose & Giving Back 

Microsoft scouts non-OpenAI deals; Clio hits $500M ARR as Anthropic enters legal. Show Articles Anthropic and Gates Foundation commit $200M to deploy Claude in global health and education Cerebras prices IPO at $5.5B, then stock doubles in first-day trading Microsoft scouts startup deals to hedge its OpenAI dependence Clio hits $500M ARR as Anthropic muscles into legal AI with Claude for Legal Jensen Huang's foundation buys $108M of CoreWeave compute, donates it to researchers Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle

Some novels should have been novellas. In this episode, we get into the latest publishing and book trend news, and we talk about why shorter forms can create stronger stories. If you've ever wondered whether your manuscript is actually a novella in disguise, this episode is for you.

Microsoft scouts non-OpenAI deals; Clio hits $500M ARR as Anthropic enters legal. Show Articles Anthropic and Gates Foundation commit $200M to deploy Claude in global health and education Cerebras prices IPO at $5.5B, then stock doubles in first-day trading Microsoft scouts startup deals to hedge its OpenAI dependence Clio hits $500M ARR as Anthropic muscles into legal AI with Claude for Legal Jensen Huang's foundation buys $108M of CoreWeave compute, donates it to researchers Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Microsoft scouts non-OpenAI deals; Clio hits $500M ARR as Anthropic enters legal. Show Articles Anthropic and Gates Foundation commit $200M to deploy Claude in global health and education Cerebras prices IPO at $5.5B, then stock doubles in first-day trading Microsoft scouts startup deals to hedge its OpenAI dependence Clio hits $500M ARR as Anthropic muscles into legal AI with Claude for Legal Jensen Huang's foundation buys $108M of CoreWeave compute, donates it to researchers Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Microsoft scouts non-OpenAI deals; Clio hits $500M ARR as Anthropic enters legal. Show Articles Anthropic and Gates Foundation commit $200M to deploy Claude in global health and education Cerebras prices IPO at $5.5B, then stock doubles in first-day trading Microsoft scouts startup deals to hedge its OpenAI dependence Clio hits $500M ARR as Anthropic muscles into legal AI with Claude for Legal Jensen Huang's foundation buys $108M of CoreWeave compute, donates it to researchers Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle

Microsoft scouts non-OpenAI deals; Clio hits $500M ARR as Anthropic enters legal. Show Articles Anthropic and Gates Foundation commit $200M to deploy Claude in global health and education Cerebras prices IPO at $5.5B, then stock doubles in first-day trading Microsoft scouts startup deals to hedge its OpenAI dependence Clio hits $500M ARR as Anthropic muscles into legal AI with Claude for Legal Jensen Huang's foundation buys $108M of CoreWeave compute, donates it to researchers Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Microsoft scouts non-OpenAI deals; Clio hits $500M ARR as Anthropic enters legal. Show Articles Anthropic and Gates Foundation commit $200M to deploy Claude in global health and education Cerebras prices IPO at $5.5B, then stock doubles in first-day trading Microsoft scouts startup deals to hedge its OpenAI dependence Clio hits $500M ARR as Anthropic muscles into legal AI with Claude for Legal Jensen Huang's foundation buys $108M of CoreWeave compute, donates it to researchers Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Microsoft scouts non-OpenAI deals; Clio hits $500M ARR as Anthropic enters legal. Show Articles Anthropic and Gates Foundation commit $200M to deploy Claude in global health and education Cerebras prices IPO at $5.5B, then stock doubles in first-day trading Microsoft scouts startup deals to hedge its OpenAI dependence Clio hits $500M ARR as Anthropic muscles into legal AI with Claude for Legal Jensen Huang's foundation buys $108M of CoreWeave compute, donates it to researchers Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle

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

May 13, 2026: Your daily rundown of health and wellness news, in under 5 minutes. Today's top stories: Strava adds physical therapy as dedicated activity type for 195M+ users, expanding from workout logging into movement, recovery, and long-term health Polycystic Ovary Syndrome renamed Polyendocrine Metabolic Ovarian Syndrome (PMOS) by 50+ medical organizations to reflect hormonal and metabolic impacts affecting 170M+ women Function acquires SuppCo adding supplement verification to $2.5B platform combining bloodwork, at-home labs, and preventative scans with AI health intelligence More from Fitt: Fitt Insider breaks down the convergence of fitness, wellness, and healthcare — and what it means for business, culture, and capital. Subscribe to our newsletter → insider.fitt.co/subscribe Work with our recruiting firm → https://talent.fitt.co/ Follow us on Instagram → https://www.instagram.com/fittinsider/ Follow us on LinkedIn → linkedin.com/company/fittinsider Reach out → insider@fitt.co

What if the biggest problem with “Emerging Markets” is the name?Edward Lam thinks that label has been doing the category a disservice for decades.Today, he's sitting down with Stacy to zoom out and question the category…then zoom back in to what that means for portfolios, risk, and real alpha.Edward grew up in Hong Kong, went to boarding school in the UK, and landed in EM in 2004. He had no training program or mentor, just four walls of books he was determined to read. By the time he left, he'd taught himself accounting, built a research function from scratch, and was running a fund that grew from £1M to £3.5B.Listen in to hear: How Edward built his own training program from scratch and why that became one of his biggest edgesWhat "subordinate currency regimes" means and how it changes everything we thought we knew about EM risk The tension between building something investable and staying true to the thesisWhat scaling from £1M to £3.5B actually looks like when you have to earn every rung yourselfWhy he walked away from asset management, what the gap taught him, and what brought him backMore About Edward Lam: Edward Lam entered the fund management industry in 2004 as an analyst at Emerging Markets specialist Lloyd George Management, covering Taiwan and technology. In 2007, he co-founded Somerset Capital Management, where he served as Head of Research and chaired the investment committee. In 2010, he launched Somerset's EM Dividend Growth strategy, scaling it from a ~$1.5M seed to nearly $4B AUM. Edward left Somerset in 2020, then joined Sloane Robinson in 2023, became CIO, and launched the SR Ocellus fund in 2024.In his free time, he enjoys reading about the history and philosophy of finance, including many areas that others (based on feedback) find boring.  ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

Saylor just broke Strategy's "NEVER SELL" Bitcoin rule. The $1.5B dividend math, the 11.5% yield, the Q1 -$12.5B net loss, and what it means for Canadian MSTR holders — explained.Michael Saylor told investors on Strategy's Q1 2026 earnings call that he will "probably sell some Bitcoin to pay a dividend, just to inoculate the market and send the message that we did it." Three days later he walked it back, saying the remark wasintended to "jam short-sellers and 'haters.'" Strategy holds 818,334 BTC at an average cost basis of $75,537. The annualized preferred dividend obligation is roughly $1.5 billion. Q1 net loss was $12.54 billion. Bitcoin briefly traded below $81,000 after the call.In this episode of the Canadian Bitcoiners Podcast:- The actual mechanism: buy with credit, let it appreciate, sell to fund preferreds- Why this isn't an MSTR "Ponzi" reveal — and why it kind of is- Sequans' 1,025 BTC sale, the $35.9M convertible-note pressure, and what "treasury reckoning" looks like in practice- Canada's first regulated CAD stablecoin: Tetra's CADD with Shopify and National Bank backing- Coinbase cuts 14% of staff for "AI-native pods" while the exchange goes down for an AWS chiller failure- Germany ends its 12-month Bitcoin tax exemption — €2B revenue target by 2027- The Netherlands prepares 36% tax on UNREALIZED Bitcoin gains by 2028- Bitcoin Core's first-ever memory-safety bug, CVE-2024-52911, quietly patched a year before public disclosure- Notable North: Alberta separation petition crosses 300k signatures, Honda walks from a $15B Ontario EV plant, Doug Ford sacks the Conestoga College board, Ottawa finally starts tracking which temporary residents have actually leftThe orange-pill takeaway: every "treasury company" model — Strategy, Sequans, the next wave — gets stress-tested when the dividends and debts come due in fiat. The companies that buy and never sell are betting that their cost of capital stayslower than Bitcoin's CAGR forever. Saylor just admitted that the bet has a release valve. Canadian retail and Canadian pensions are sitting on MSTR exposure; the next 12 months are the test of whether the model is genius or a glorified levered Bitcoin ETF..Canadian Bitcoiners Podcast- Website: https://canadianbitcoiners.com- X: @CanadianBTCPod- Subscribe & turn on notifications for the weekly orange-pill drop.————————————————————————————————SPONSORS■ easyDNS — Canadian-owned, ICANN-accredited registrar that has accepted Bitcoin since 2013. Domains, DNS, email,hosting, all without selling you out. Use promo code CBP Media for 50% off your first purchase, no limits.→ https://easydns.com■ Bull Bitcoin — Canada's non-custodial, Bitcoin-only exchange. Founded 2013 in Montreal. They never hold your keys;you self-custody from day one. CBP listeners get 25% off fees for life.→ https://app.bullbitcoin.com/registration/cbp■ 256 Heat — Hashrate heaters: Bitcoin miners purpose-built to heat a space. Every watt of electricity becomes heat AND hashrate, so you're warming your space and stacking sats at the same time. Custom solutions available. Tell them CBPsent you for a discount.→ https://256heat.com■ Bitcoin Mentor — One-on-one coaching to take you from "I bought some Bitcoin" to true self-sovereign ownership. Wallets, keys, collaborative custody, inheritance planning, node setup, the whole stack. 30-day money-back guarantee on every package.→ https://btcmentor.io/aff/joey————————————————————————————————FOLLOW THE SHOW■■ CBP — https://x.com/CanadianBTCPod■ Joey — https://x.com/joeytweeets■ Len — https://x.com/thebtcpricebot————————————————————————————————#Bitcoin #Saylor #Strategy #MSTR #Canadian

Read more from VPM News:  Richmond councilors sign off on $3.5B budget for FY27  Updated: Virginia Democrats ask US Supreme Court to step in on redistricting case Dominion Energy plans for state's biggest gas plant in Cumberland (VPM News)  New study highlights importance of home repair assistance programs    Other links:  City seeks dismissal of water crisis lawsuit from former DPU director (Richmond Times-Dispatch)*  Hyperscale, Hyperspeed: Data centers in NC don't pay taxes on their supplies or their electricity. Should that change? (WUNC)  Richmond native 1st Lt. Kendrick Key found dead after going missing in Morocco (WTVR) *This outlet uses a paywall.  Our award-winning work is made possible with your donations. Visit vpm.org/donate to support local journalism.

The Pentagon just signed eight AI deals and left Anthropic out. Wall Street is helping both Claude and ChatGPT move deeper into companies. And Elon Musk went from calling Anthropic evil to powering it with his own data center. This week, the Pentagon clears eight major tech companies for classified military AI while Anthropic fights back in court, Anthropic and OpenAI both launch enterprise AI services businesses backed by Wall Street giants, GPT-5.5 Instant becomes ChatGPT's default model with significantly fewer hallucinations, Greg Brockman takes the witness stand in Elon Musk's lawsuit against OpenAI, and Anthropic signs a deal with SpaceX to use the Colossus 1 data center that Musk built for his own AI company. If you are a founder, operator or executive trying to keep up with AI, this is your weekly news briefing every Tuesday. Stories Covered This Week: The Pentagon signs AI agreements with Google, OpenAI, Microsoft, Nvidia, AWS, SpaceX, Oracle and Reflection while Anthropic fights to stay on the list Anthropic launches a $1.5B enterprise AI services company with Blackstone and Goldman Sachs while OpenAI finalizes a $10B joint venture called The Deployment Co GPT-5.5 Instant is now ChatGPT's default model, making 52.5% fewer errors on high stakes questions Greg Brockman testifies in Elon Musk's OpenAI lawsuit, revealing tense scenes from the company's early days Anthropic signs a deal with SpaceX to use Colossus 1, the data center Musk built for xAI, with talks of orbital AI infrastructure to follow Timestamps: 00:00 Intro 00:20 Pentagon signs eight AI deals, Anthropic left out 01:53 Anthropic and OpenAI launch enterprise AI services businesses 03:30 GPT-5.5 Instant becomes ChatGPT's default model 04:53 Greg Brockman testifies in Elon Musk's OpenAI lawsuit 06:23 Elon Musk goes from calling Anthropic evil to powering Claude 08:10: Outro Partner Links: Upgrade your AI toolkit: https://www.theaireport.ai/ai-executive-pass Subscribe to our free newsletter: https://newsletter.theaireport.ai/subscribe Join the community: www.theaireport.ai/leaders-launch-guide Learn more about your ad choices. Visit megaphone.fm/adchoices

Saylor just broke Strategy's "NEVER SELL" Bitcoin rule. The $1.5B dividend math, the 11.5% yield, the Q1 -$12.5B net loss, and what it means for Canadian MSTR holders — explained.Michael Saylor told investors on Strategy's Q1 2026 earnings call that he will "probably sell some Bitcoin to pay a dividend, just to inoculate the market and send the message that we did it." Three days later he walked it back, saying the remark wasintended to "jam short-sellers and 'haters.'" Strategy holds 818,334 BTC at an average cost basis of $75,537. The annualized preferred dividend obligation is roughly $1.5 billion. Q1 net loss was $12.54 billion. Bitcoin briefly traded below $81,000 after the call.In this episode of the Canadian Bitcoiners Podcast:- The actual mechanism: buy with credit, let it appreciate, sell to fund preferreds- Why this isn't an MSTR "Ponzi" reveal — and why it kind of is- Sequans' 1,025 BTC sale, the $35.9M convertible-note pressure, and what "treasury reckoning" looks like in practice- Canada's first regulated CAD stablecoin: Tetra's CADD with Shopify and National Bank backing- Coinbase cuts 14% of staff for "AI-native pods" while the exchange goes down for an AWS chiller failure- Germany ends its 12-month Bitcoin tax exemption — €2B revenue target by 2027- The Netherlands prepares 36% tax on UNREALIZED Bitcoin gains by 2028- Bitcoin Core's first-ever memory-safety bug, CVE-2024-52911, quietly patched a year before public disclosure- Notable North: Alberta separation petition crosses 300k signatures, Honda walks from a $15B Ontario EV plant, Doug Ford sacks the Conestoga College board, Ottawa finally starts tracking which temporary residents have actually leftThe orange-pill takeaway: every "treasury company" model — Strategy, Sequans, the next wave — gets stress-tested when the dividends and debts come due in fiat. The companies that buy and never sell are betting that their cost of capital stayslower than Bitcoin's CAGR forever. Saylor just admitted that the bet has a release valve. Canadian retail and Canadian pensions are sitting on MSTR exposure; the next 12 months are the test of whether the model is genius or a glorified levered Bitcoin ETF..Canadian Bitcoiners Podcast- Website: https://canadianbitcoiners.com- X: @CanadianBTCPod- Subscribe & turn on notifications for the weekly orange-pill drop.————————————————————————————————SPONSORS■ easyDNS — Canadian-owned, ICANN-accredited registrar that has accepted Bitcoin since 2013. Domains, DNS, email,hosting, all without selling you out. Use promo code CBP Media for 50% off your first purchase, no limits.→ https://easydns.com■ Bull Bitcoin — Canada's non-custodial, Bitcoin-only exchange. Founded 2013 in Montreal. They never hold your keys;you self-custody from day one. CBP listeners get 25% off fees for life.→ https://app.bullbitcoin.com/registration/cbp■ 256 Heat — Hashrate heaters: Bitcoin miners purpose-built to heat a space. Every watt of electricity becomes heat AND hashrate, so you're warming your space and stacking sats at the same time. Custom solutions available. Tell them CBPsent you for a discount.→ https://256heat.com■ Bitcoin Mentor — One-on-one coaching to take you from "I bought some Bitcoin" to true self-sovereign ownership. Wallets, keys, collaborative custody, inheritance planning, node setup, the whole stack. 30-day money-back guarantee on every package.→ https://btcmentor.io/aff/joey————————————————————————————————FOLLOW THE SHOW■■ CBP — https://x.com/CanadianBTCPod■ Joey — https://x.com/joeytweeets■ Len — https://x.com/thebtcpricebot————————————————————————————————#Bitcoin #Saylor #Strategy #MSTR #Canadian

HEADLINES:• UAE's Habshan gas plant to stay below full capacity until 2027• Dubai Holding has tightened it control of Emaar in $6.5B stake shift as property market cools • UAE-backed Cerebras targets $34bn valuation in blockbuster US IPO  • UAE delivery orders surge 18% as dine-in demand drops sharply

In this episode of Growing E-commerce, Mike Ryan and Chris Scharmueller dive into the end of an era: Dynamic Search Ads (DSA) are officially dying.While Google's new AI Max for Search currently sits at a tiny 1.5-2% adoption rate, the mandatory migration of all DSA campaigns by September will trigger an instant hockey-stick growth curve. We explain exactly what you need to expect from this sunset, how the auto-migration handles broad match and URL expansion by default, and why advertisers need to start testing AI Max immediately before the Q4 holiday crunch.We also unpack the diverging automation strategies of the tech giants and the catastrophic drop in Meta Advantage+ adoption. After peaking at 40%, its cost share has nosedived to a concerning 20%. We discuss why this downward trend calls Mark Zuckerberg's "fully automated" vision into question. Plus, we explore the latest Meta Pixel updates and why Meta wants a feed-less future while Google doubles down on structured data.Key Takeaways:The AI Max Hockey Stick: Do not be fooled by the current low adoption rate of AI Max for Search. Once the legacy DSA campaigns (which currently hold about 15% cost share) are auto-migrated in September, AI Max will become a dominant and highly relevant campaign type overnight.Meta's Automation Problem: Advantage+ adoption is on a multi-quarter decline, dropping to just 20% cost share. Without substantial product improvements, Meta will struggle to achieve the fully automated, hands-off advertising ecosystem it envisioned.The Feed vs. Feed-less Divide: Meta is attempting to offload feed management by using AI to scrape landing page data directly via the Meta Pixel. Conversely, Google relies heavily on detailed data feeds to ground its AI and maintain quality control.Resources & Links:Access all our webinars, reports, and playbooks in our Knowledge Hub: https://smarter-ecommerce.com/en/knowledge-hub/How is your industry stacking up in the market? Find out with smec's Google Ads Benchmarks:https://smarter-ecommerce.com/en/smec-market-observer/ About Smarter Ecommerce (smec):Smarter Ecommerce (smec) empowers e-commerce brands with AI-driven PPC automation that optimizes for profit and business outcomes while maintaining strategic control.The platform activates first-party data - profit margins, customer lifetime value, and key business metrics - to automate campaign optimization toward goals like profitability and efficient growth, while detailed campaign insights provide full transparency and enable PPC teams to focus on strategic oversight rather than manual execution.As a Google Premier Partner and three-time Microsoft Retail Partner of the Year, smec manages over €500 million in ad spend and drives €5B+ in annual e-commerce revenue for 350+ global retail clients including THG, Snipes, REWE, and Intersport.Make sure to follow smec - Smarter Ecommerce for more performance marketing insights:smec - Smarter Ecommerce: https://www.smarter-ecommerce.comLinkedIn: https://linkedin.com/company/smarter-ecommerce-gmbhNewsletter: https://smarter-ecommerce.com/en/newsletter/Instagram: https://www.instagram.com/smarterecommerce/

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.

Shopify posted its strongest quarter in four years and the stock fell 7%. Rick walks through why Wall Street wasn't impressed, what the LVMH signing actually means for the "Shopify is only for startups" narrative, and the credit-loss line item that's quietly getting bigger.Also this week:Amazon Q1: three numbers Wall Street missed, including a $150B grocery run rate and free cash flow down 95%The Watson Weekly is sponsored by Avalara—the agentic AI platform automating global tax and compliance for leading eCommerce brands. Go to avalaratax.watsonweekly.com for more details.Alphabet's Universal Commerce Protocol, now signed by Kingfisher, Target, and WayfairGameStop's $55.5B bid for eBay, with Ryan Cohen pitching it as "Chewy on steroids"Investor Minute: PayPal restructure, Recharge buys Skio for $105M, Cognizant grabs Astreya for $600M, Lipton takes a $245M CVC investment, District raises $14.7M seed

Episode#334-Taped April 08, 2026 We talk about research articles and hot topics. There is a new plan that aims to track microplastics in our drinking water, the EPA says. This plan could lead to new regulations for federal water systems. The new White House budget plan would reduce HHS funding by billions. The National Institutes of Health(NIH) alone faces a $5B cut. Some of the articles discussed: Article-New White House budget plan would reduce HHS funding by billions-HealthDay News Article-New plan aims to track microplastics in U.S. drinking water, EPA says-HealthDay News It's All About Health & Fitness-Vicki Doe Fitness podcast Ranked on the Top 25 Midwest Fitness Podcasts to Listen to… with additional national recognition on the Top 100 US fitness podcast. Rate This Podcast Give us a 5-star review.  We appreciate you! Take this quick audience survey. Thank you! FREE Metabolic Makeover Masterclass Webinar Replay! Learn how to reset your metabolism, boost energy, and support sustainable weight loss using simple, science-backed strategies. Enroll in the Vicki Doe Fitness Academy to get instant access to the replay and begin your healthy living journey today. Vicki Doe Fitness-STORE Discover the Vicki Doe Fitness-STORE—your destination for stylish apparel, fitness gear, and wellness essentials like yoga mats, water bottles, candles, and premium supplements. Shop now and elevate your health journey! Resources *Note: Some of the resources below may be affiliate links, meaning Vicki Doe Fitness receives a commission (at no extra cost to you) if you use the link to make a purchase. Thank you for your support! Herbs and spices are the keys to delicious, flavorful, and sophisticated meals! FREE DOWNLOAD- Herbs and Spices Cheatsheet Let's get ECO-friendly.  Try ECOLunchbox.com ECOlunchbox specializes in stainless steel bento boxes, artisan fair trade lunch bags, napkins, snack sacks, and other eco-friendly lunchware. They are a certified green business.  ECOlunchbox is a consumer products company started by an eco mom in the San Francisco Bay Area. ECOLunchbox.com Go to our Resources page-   For the most recommended tools, you need to succeed on your healthy living journey!! Listen and share our podcast show- “It's All About Health & Fitness-” Vicki Doe Fitness Subscribe to Apple Podcast Subscribe on Stitcher Or on any of the platforms that you listen to your podcast! Watch & Subscribe on YouTube! Catch our latest health & wellness videos on YouTube at Vicki Haywood Doe – Vicki Doe Fitness YouTube-Vicki Haywood Doe-Vicki Doe Fitness

Episode 295 is a packed one. Shell (SHEL) caps a strong Q1 with its second dividend hike of the year, bringing the annualised increase to 9.1% — Edgi explains the working capital mechanics behind the headline cash flow dip and why the net debt increase isn't what it looks like.Then there's Zoetis (ZTS), the world's largest animal health company, down nearly 30% after Q1. US companion animal revenue fell 11%, debt doubled from $5B to $9B, and a premium growth multiple is unwinding fast. Buying opportunity at 13x PE, or something deeper? We go through the numbers. Also covered: Brookfield Asset Management (BAM) and Ahold Delhaize (AD.AS), where incoming CEO news has Edgi reaching for a put option.Listener Q&A takes on Wolters Kluwer (WKL.AS), Intuit (INTU) vs ADP vs Paychex, H&R Block (HRB) as an AI winner, Equity LifeStyle Properties (ELS), currency debasement, and European telco consolidation.Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Discord group - ⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠⁠⁠⁠⁠Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member for just 129 Euros a year: ⁠⁠⁠⁠⁠⁠https://dividendtalk.eu⁠⁠⁠⁠⁠⁠⁠Disclaimer: Educational content only. Not financial advice.

Three stories on the table this week, and none of them small.Saks Global plans to exit Chapter 11 on June 22nd carrying $1.2 billion in debt, with a reorganization plan targeting $9 billion in GMV by fiscal 2030. That's nearly double where they sit today. Rick Watson and Jessica Lesesky walk through the vendor mess (720 brands stopped shipping at the worst of it), the repair work underway, and why exiting bankruptcy this leveraged sets up another round of trouble down the road.The Watson Weekly Weekend edition is sponsored by Avalara - the agentic AI platform automating global tax and compliance for leading eCommerce brands. For more details: https://avalaratax.watsonweekly.comOver at Victoria's Secret, Australian investor Brett Blundy's BBRC Worldwide has built a roughly 13% stake and is pushing to remove two directors: chair Donna James and Miriam Naficy. The complaint is acquisitions like Adore Me. CEO Hillary Super is running a "path to potential" plan built around body positivity and a return to the Angels heritage. Fiscal 2025 sales are up 5%. The question is whether that's enough to keep the activist quiet.Then earnings. Alphabet did $109B in Q1, with Google Cloud growing 63% YoY to a $20B run rate and a $462B backlog. Amazon hit $181B, AWS grew 28% to $37.5B, and the chip business crossed a $20B run rate of its own. Shopify cleared $100B in quarterly GMV for the first time, with operating income up 88% on the back of all the layoffs and restructuring.The thread underneath all of it: AI compute is getting more expensive, not less. The pricing power is sitting with the infrastructure layer. Amazon, Nvidia, and the LLM owners are collecting the rent. The businesses adopting AI are paying it.

AI emerges as a top cause of layoffs, accounting for 26% of April's job cuts and Microsoft employees learn details of voluntary retirement package // GUEST: KIRO NEWSRADIO'S LUKE DEUCEY - Sound Transit plans to close $34.5B shortfall over 2 decades, reshaping light rail future // FLEX FRIDAY!

In this episode of The Steward Chair, Garry Ridge, Culture Coach and Former Chairman and CEO of WD-40 Company, shares their journey of transitioning from a "command and control" leader to a servant leader, exploring how "the will of the people" drives meaningful, long-term success. We discuss the specific algorithm Garry used to grow WD-40's market cap from $300M to $3.5B, the defining moments of cultural safety during global crises, and why a leader's number one responsibility is to be a learner and a teacher. This conversation provides actionable takeaways for leaders committed to stewardship, integrity, and impact. Key Takeaways The Algorithm for Culture: Sustainable success is built through the formula of Values + Behavior x Consistency. Consistency is the "magic word" that prevents cultural toxins from eroding the organization. Profit as Applause: Shift the focus from the bottom line to the people; profit is the natural "applause" that follows when employees feel safe, seen, and empowered to do their best work. Leading Like a "Donkey": Effective stewardship requires the humility and reliability of a donkey—carrying the load and helping others reach their destination rather than seeking the spotlight. Resources Mentioned Visit https://thelearningmoment.net/ Follow The Learning Moment on LinkedIn: https://www.linkedin.com/company/the-learning-moment/ Visit https://www.wd40.com/ Follow WD-40 on LinkedIn: https://www.linkedin.com/company/wd-40-company/ Follow Garry Ridge on LinkedIn https://www.linkedin.com/in/garryridge/ Join the ConversationThe Steward Chair is about equipping and inspiring business leaders to build organizations that stand the test of time. If this episode resonated with you, share your biggest takeaway and tag us on LinkedIn: Chat With Leaders Media https://www.linkedin.com/company/chatwithleaders/ and End of the Line Productions https://www.linkedin.com/company/end-of-the-line-productions/. Elevate your podcast, company meeting, or industry event strategies to better engage stakeholders and drive meaningful growth! Visit ChatWithLeaders.com to learn more about how we can help.See omnystudio.com/listener for privacy information.

Supercell absorbs Merge Mansion, Xbox fires its veterans and hires from Instacart, and the math behind gaming's VC collapse finally gets laid out in full.In this episode of TWIG, Mishka is joined by Josh Chandley, John Wright, and Ethan Levy to break down the biggest moves in games this week, from Finland's most beloved merge studio quietly running out of road to why gaming VC funding has dropped 95% since 2021.Topics Covered:● Supercell acquires Metacore and why a profitable $30M a month game still couldn't survive● What the 70% layoffs tell us about liveops competition and the limits of celebrity UA campaigns● Xbox replaces 24-year veterans with Instacart execs, and whether growth engineering can fix a content problem● GameStop bids for eBay with no synergy pitch and why the meme stock era never really ended● Roblox voluntarily takes a billion dollar hit on bookings and why it might be the smartest long-term bet in the room● The math that broke gaming VC funding, from $12.5B in 2021 to $627M in H1 2025 and what founders should do insteadCHAPTERS:00:00 Cold Open Jail Joke00:11 Meet the Hosts01:47 Episode Headlines02:21 Theme Park Mario Talk03:13 Line Monetization Schemes04:40 Istanbul Events Plug05:37 Consulting Shoutout07:03 Supercell Buys Metacore08:38 Metacore Rise and Stumble10:51 UA Cuts and Layoffs20:00 Strategic Investor Dynamics23:14 Xbox Leadership Shakeup24:42 Game Pass and Content Gap26:48 Microsoft IP Live Service Vision28:59 Xbox IPs Need Long Runs29:55 GameStop Buys eBay Meme32:22 Roblox Safety Overhaul Fallout35:32 Age Verification Debate37:02 Roblox Monetization and 18 Plus43:03 Ustwo Cuts Costs Reality45:16 Freelancers Bands Model47:25 Premium Math Doesn't Work51:19 VC Funding Math Broke59:06 Is This the New Normal01:01:56 Wrap Up and Thanks

Rays on FireThe Rays are 24–12, with 5 sweeps — most in the majors — & have won 9 of their last 1013 consecutive games allowing 3 or fewer runs; starter ERA 1.38, bullpen ERA 0.998–1 in one-run games; 6–0 against AL East opponents; 13–6 at nightTeam ERA (3.68) significantly lower than FIP (4.12) — a sign of elite defensePitching Depth & InjuriesSteven Matz lands on the ILRyan Pepiot likely out for the seasonGriffin Jax & Mason Englert stepping in; Jesse Scholtens expected to piggybackBrody Hopkins - strong Triple-A outing (7 K's in 5 IP)Mat floats Robbie Ray as a trade target to shore up the rotationStandout PlayersNick Martinez – elite command, competitive fire, joyful presence on the moundJonathan Aranda – polished, clutch, consistent; Mat's pick for most exciting RayRyan Vilade – .438 wOBA with men on base, .500 in scoring position vs. leftiesChandler Simpson – speed, contact, pestering baserunner; even opposing announcers are frustratedBen Williamson – .345 avg over last 9 games & versatile defendShane McClanahan – 5⅔ IP, 2 hits, 4 K's vs. Shane; praised for team-first mentalityTaylor Walls & PitchComWalls has earned new respect at the plate and in the fieldUses a PitchCom earpiece to pre-position himself before pitches Compared to the "Jeter school" of anticipating play before it happensMat - "Who will be first to hack or jam PitchCom?"Bullpen BreakdownBrian Baker: 9 saves, 15 K's over 13 IP, only 3 walks — emerged as closer after a rocky 2025Garrett Clevenger returns; Ian Seymour strong from day oneCasey Legumina and Cole Sulser filling unexpected rolesStill missing Manuel Rodriguez, Edwin Uceta & Steven WilsonDespite absences, Pen ranks top 5 in MLBStadium / MOU UpdateRays reportedly willing to cover cost overruns Ask dropped from $1.5B to $1.15B — same as what Orlando has already committedBabby's July deadline looms; officials say documentation hasn't been providedMat and Mark both lean toward Orlando as the likely landing spot for the RaysMat argues the land deal may be the real endgame for ownershipAround MLBNL Central: All five teams at or above .500 — the most competitive division in baseballNL West: Dodgers & Padres in a two-team race, ~ 4 games clear of ArizonaNL East: Braves lead the Phillies by 9 gamesAL West: Only one team above .500 (Athletics, barely); Astros and Angels strugglingAL Central: Every team under .500AL East: Rays and Yankees out in frontFuture of MLB: Promotion & Relegation?Mat proposes a 12-team second league below the majors, with promotion/relegationPotential benefits: fan engagement, gambling markets, new TV deals, expanded rosters/salariesMLBPA would likely support it (more jobs, higher player values)Key hurdle: stadium infrastructure for new citiesBoth agree expansion should come before any realignmentRays Minor League System3 of 4 affiliates leading their divisionsJacob Melton expected back healthy mid-seasonHunter Feduccia finding his groove at catcher; Fortes continues to produceNext EpisodeSpecial guest: Brent Cardy of The Cardy Show to help dissect the Toronto Blue Jays' struggles

Sponsored by Chargebee, subscription and revenue management → check out their startup offer: https://www.chargebee.com/startups - Samar Abbas, Founder of temporal.io https://www.linkedin.com/in/samar-abbas-381997/   - Samar Abbas, co-founder of Temporal.io, shares the journey of building an open-source platform that ensures durable execution of code, allowing developers to focus on business logic instead of handling failures and reliability. - Temporal.io originated from years of experience at companies like Amazon, Microsoft, and Uber, where Samar and his co-founder iterated on workflow and state management systems, eventually creating a new category called "durable execution." - The company's open-source approach led to rapid community adoption, with major companies like Snap using Temporal for mission-critical workloads, validating the product's value and scalability. - Temporal.io monetizes by offering a fully managed cloud service with a consumption-based pricing model, aligning customer costs with the value delivered. - The company has raised significant funding, including a $300M Series D led by Andreessen Horowitz (a16z), with participation from Lightspeed Venture Partners and Sapphire Ventures, reaching a $5B valuation.

This is a recap of the top 10 posts on Hacker News on May 04, 2026. This podcast was generated by wondercraft.ai (00:30): Talking to strangers at the gymOriginal post: https://news.ycombinator.com/item?id=48007438&utm_source=wondercraft_ai(01:56): GameStop makes $55.5B takeover offer for eBayOriginal post: https://news.ycombinator.com/item?id=48006402&utm_source=wondercraft_ai(03:22): Trademark violation: Fake Notepad++ for MacOriginal post: https://news.ycombinator.com/item?id=48006445&utm_source=wondercraft_ai(04:49): Removable batteries in smartphones will be mandatory in the EU starting in 2027Original post: https://news.ycombinator.com/item?id=48009697&utm_source=wondercraft_ai(06:15): Microsoft Edge stores all passwords in memory in clear text, even when unusedOriginal post: https://news.ycombinator.com/item?id=48012735&utm_source=wondercraft_ai(07:41): US healthcare marketplaces shared citizenship and race data with ad tech giantsOriginal post: https://news.ycombinator.com/item?id=48011689&utm_source=wondercraft_ai(09:08): I am worried about BunOriginal post: https://news.ycombinator.com/item?id=48011184&utm_source=wondercraft_ai(10:34): Incident with Issues and Webhooks – ResolvedOriginal post: https://news.ycombinator.com/item?id=48010301&utm_source=wondercraft_ai(12:00): Days without GitHub incidentsOriginal post: https://news.ycombinator.com/item?id=48012022&utm_source=wondercraft_ai(13:27): How OpenAI delivers low-latency voice AI at scaleOriginal post: https://news.ycombinator.com/item?id=48013919&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai

Shoot us a Text.Episode #1333: Used-car consolidation accelerates as the biggest dealer groups tighten their grip, Ford opens up employee pricing to drive volume, and Audible tests a bold physical retail concept. It's all about scale, strategy, and finding new ways to connect with today's customer.Show Notes with links:Automotive News dropped its 2026 Top 100 used dealer group ranking, and the big headline is scale: the top 100 retailed 3.45 million used vehicles in 2025, up 1.4%, while the top 10 alone moved 52% of the total. Big stores got bigger, and the used-car chessboard got sharper. Lithia stayed on top with 435,070 used units, followed by AutoNation at 269,558, Group 1 at 234,906, Penske at 226,301, and Sonic at 171,838.Group 1 had a monster year, jumping from 209,687 to 234,906 used units, while Hudson Automotive cracked the top 10 with 72,044 units after a big gain from 2024.The list also shows plenty of movement below the giants, with new names including DriveChoice, Price Family Dealerships, Sam Pack, Bob Moore, Young Automotive, Bayway, ZT, Hiley, and American Motors Group.Takeaway for dealers: used-car scale is still a weapon, but so is execution. The groups climbing fastest are proving inventory discipline, acquisition strategy, and turn speed still matter more than just rooftop count.Ford is opening up employee pricing to the public on most 2025 and 2026 models, leaning into affordability concerns while trying to keep volume strong. The move comes as competition tightens and buyers remain cautious on big purchases.Ford extends employee pricing broadly to attract cost-conscious buyers sitting on the sidelines.The strategy aims to boost showroom traffic and maintain plant utilization in a competitive market.Q1 2026 results show solid footing with $43B revenue and $2.5B net income, helped by a $1.3B tariff refund.The big question: will increased volume offset thinner margins or create a discounting habit?Audible is stepping into the physical world with a limited-time NYC pop-up designed to bring audio storytelling to life. The 6,000-square-foot “Story House” blends retail, community, and immersive tech into a new kind of media experience.Audible opened a three-story listening lounge in Manhattan, running through May 31.Features include Dolby Atmos rooms, live events, and interactive “story tiles” for browsing content.The space blends digital and physical, letting users sample, stream, and engage with content on-site.Community-driven programming includes creator panels, fan events, and themed experiences.James Finn, Audible's global head of brand and content marketing:“What does a bookstore look like without any books? A place where audio storytelling comes alive.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast  as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Why Leave Success?monday.com CRO Case George once got career advice he never expected.After decades at IBM a close mentor looked at him and said: “I'll deny it if you tell anybody… but I think you should leave.”It was unexpected but that advice changed everything for Case.He went on to help scale billion-dollar revenue organizations and now leads global revenue at monday.com, a platform used by 200,000+ organizations worldwide.You'll also discover:• Why great mentors sometimes push you out of comfort• The strategy that grew monday.com into a $1.5B+ company• What happens when your response times drop from 24 hours to 2 minutes?----He shared with me that you don't fully appreciate what you've learned… until you're forced to use it somewhere new.Do you believe ambitious leaders leave successful companies earlier to grow faster,or can they do it where they are?-----Connect with the Host, #1 bestselling author Ben FanningSpeaking and Training inquiresSubscribe to my Youtube channelLinkedInInstagramTwitter

Tesla reported 1.28M active FSD subscriptions at the end of Q1 2026. At $99/month that's equivalent to $1.5B in annual revenue. That's right, Tesla already has a $1.5B / year AI business that is almost 100% profit (pure software) and it's growing like crazy. Subscriptions were up 51% year over year in Q1 and accelerating. With EU approval in the Netherlands paving the way for Europe and upcoming FSD approval in China get ready for this FSD subscriptions number to keep BOOOMING. What are your thoughts??Tesla Q1 2026 Shareholder Letter: https://assets-ir.tesla.com/tesla-con...My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock nothing in this show is financial advice.

Shoot us a Text.Episode #1331: Lawmakers push to block Chinese autos amid affordability and security concerns, Rivian reshapes its Georgia plant strategy while betting big on the R2, and California moves to hold autonomous vehicles accountable with new enforcement rules.Show Notes with links:A bipartisan push led by Sen. Bernie Moreno (R-Ohio) and Sen. Elissa Slotkin (D-Mich.) aims to shut the door on Chinese vehicles and parts entering the U.S., citing national security concerns as affordability pressures rise for consumers.The proposed bill would ban Chinese-made vehicles, parts, and software from entering the U.S. market.Moreno and Slotkin want to expand existing rules and “seal” the entire automotive supply chain from foreign adversaries.The effort comes ahead of a planned Trump-Xi meeting and growing political pressure to act.Support from UAW and GM highlights industry concern over competition and data security risks.“People are really, really pressed right now… people are looking for cheaper cars… but as leaders, we have a responsibility to say, ‘Look, this is a driving surveillance package, it's like TikTok on wheels,”” Slotkin said.Rivian is trimming its Georgia factory ambitions but accelerating its timeline. A smaller federal loan means reduced capacity, but earlier access to funds could help fast-track production of its highly anticipated, more affordable R2 lineup.Rivian cut planned capacity from 400,000 to 300,000 vehicles annually as its federal loan shrinks to $4.5B.The upside: funds will be available sooner, allowing a single-phase build instead of two stages.The plant, opening in 2028, will produce the R2 and future models aimed at broader affordability.Rivian's Q1 showed progress with losses narrowing 23% and deliveries up 20% year-over-year.“R2 provides the opportunity to expand the Rivian brand to millions of drivers,” said CEO RJ Scaringe.California is putting autonomous vehicles on notice, literally. Starting July 1, AV companies can be cited for traffic violations committed by their driverless cars, marking a major shift in how regulators handle robotaxi behavior and public safety.Law enforcement can now issue “notices of AV noncompliance” for violations like running red lights or ignoring school buses.The move follows years of viral mishaps and ongoing investigations into systems like Tesla's Full Self-Driving.AV companies must respond to first responders within 30 seconds and comply with emergency geofencing to avoid active scenes.New rules also open the door for testing heavy-duty autonomous trucks and set training requirements for remote operators.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast  as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Dan Nathan interviews Michael Nathanson, co-founder of MoffettNathanson, on the RiskReversal Podcast about his 28-year analyst career and pivot from linear media to digital advertising and Big Tech. Nathanson explains why Google and Meta became a hedge against cord-cutting-driven declines in cable networks, noting their strong growth, performance-ad monetization advantages, and durable distribution. He reflects on mistakes (notably underestimating Netflix) and lessons about backing secular winners while monitoring capital formation and competitive narrative shifts. The discussion focuses on AI's impact: Nathanson defends Alphabet's willingness to innovate, infrastructure advantages, first-party data, and TPU strategy, while questioning Meta's heavy AI and metaverse spending without a clear long-term plan or returns framework. He also describes MoffettNathanson's industry-first, supply-demand research process and independence from investment banking conflicts. After the break, Dan hosts Adam Singolda, CEO and founder of Taboola, on the Risk Reversal Podcast to discuss Taboola's role in the open web advertising market outside Google and Meta. Singolda explains Taboola's performance ad platform serves thousands of advertisers and pays partners about $1.5B annually, helping publishers, apps, and OEMs monetize and drive engagement. They discuss publisher pressure from LLM-driven “Google Zero” traffic declines, and Taboola's “Deeper Dive” answer engine that sits on publisher pages to enable conversational engagement; Taboola data shows users who ask questions generate 3+ times more revenue and 2–3 times more engagement than traditional ads. Singolda also announces a Claude skill that lets users launch and optimize Taboola campaigns agent-to-agent based on performance goals, argues OpenAI will struggle to build an ad business while Google's Gemini will likely succeed, and outlines how companies must adopt AI aggressively to accelerate growth and profitability. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media