Podcasts about 5T

Hey dear subscriber, Alex here from W&B, let me catch you up! This week started with Anthropic releasing /fast mode for Opus 4.6, continued with ByteDance reality-shattering video model called SeeDance 2.0, and then the open weights folks pulled up! Z.ai releasing GLM-5, a 744B top ranking coder beast, and then today MiniMax dropping a heavily RL'd MiniMax M2.5, showing 80.2% on SWE-bench, nearly beating Opus 4.6! I've interviewed Lou from Z.AI and Olive from MiniMax on the show today back to back btw, very interesting conversations, starting after TL;DR!So while the OpenSource models were catching up to frontier, OpenAI and Google both dropped breaking news (again, during the show), with Gemini 3 Deep Think shattering the ArcAGI 2 (84.6%) and Humanity's Last Exam (48% w/o tools)... Just an absolute beast of a model update, and OpenAI launched their Cerebras collaboration, with GPT 5.3 Codex Spark, supposedly running at over 1000 tokens per second (but not as smart) Also, crazy week for us at W&B as we scrambled to host GLM-5 at day of release, and are working on dropping Kimi K2.5 and MiniMax both on our inference service! As always, all show notes in the end, let's DIVE IN! ThursdAI - AI is speeding up, don't get left behind! Sub and I'll keep you up to date with a weekly catch upOpen Source LLMsZ.ai launches GLM-5 - #1 open-weights coder with 744B parameters (X, HF, W&B inference)The breakaway open-source model of the week is undeniably GLM-5 from Z.ai (formerly known to many of us as Zhipu AI). We were honored to have Lou, the Head of DevRel at Z.ai, join us live on the show at 1:00 AM Shanghai time to break down this monster of a release.GLM-5 is massive, not something you run at home (hey, that's what W&B inference is for!) but it's absolutely a model that's worth thinking about if your company has on prem requirements and can't share code with OpenAI or Anthropic. They jumped from 355B in GLM4.5 and expanded their pre-training data to a whopping 28.5T tokens to get these results. But Lou explained that it's not only about data, they adopted DeepSeeks sparse attention (DSA) to help preserve deep reasoning over long contexts (this one has 200K)Lou summed up the generational leap from version 4.5 to 5 perfectly in four words: “Bigger, faster, better, and cheaper.” I dunno about faster, this may be one of those models that you hand off more difficult tasks to, but definitely cheaper, with $1 input/$3.20 output per 1M tokens on W&B! While the evaluations are ongoing, the one interesting tid-bit from Artificial Analysis was, this model scores the lowest on their hallucination rate bench! Think about this for a second, this model is neck-in-neck with Opus 4.5, and if Anthropic didn't release Opus 4.6 just last week, this would be an open weights model that rivals Opus! One of the best models the western foundational labs with all their investments has out there. Absolutely insane times. MiniMax drops M2.5 - 80.2% on SWE-bench verified with just 10B active parameters (X, Blog)Just as we wrapped up our conversation with Lou, MiniMax dropped their release (though not weights yet, we're waiting ⏰) and then Olive Song, a senior RL researcher on the team, joined the pod, and she was an absolute wealth of knowledge! Olive shared that they achieved an unbelievable 80.2% on SWE-Bench Verified. Digest this for a second: a 10B active parameter open-source model is directly trading blows with Claude Opus 4.6 (80.8%) on the one of the hardest real-world software engineering benchmark we currently have. While being alex checks notes ... 20X cheaper and much faster to run? Apparently their fast version gets up to 100 tokens/s. Olive shared the “not so secret” sauce behind this punch-above-its-weight performance. The massive leap in intelligence comes entirely from their highly decoupled Reinforcement Learning framework called “Forge.” They heavily optimized not just for correct answers, but for the end-to-end time of task performing. In the era of bloated reasoning models that spit out ten thousand “thinking” tokens before writing a line of code, MiniMax trained their model across thousands of diverse environments to use fewer tools, think more efficiently, and execute plans faster. As Olive noted, less time waiting and fewer tools called means less money spent by the user. (as confirmed by @swyx at the Windsurf leaderboard, developers often prefer fast but good enough models) I really enjoyed the interview with Olive, really recommend you listen to the whole conversation starting at 00:26:15. Kudos MiniMax on the release (and I'll keep you updated when we add this model to our inference service) Big Labs and breaking newsThere's a reason the show is called ThursdAI, and today this reason is more clear than ever, AI biggest updates happen on a Thursday, often live during the show. This happened 2 times last week and 3 times today, first with MiniMax and then with both Google and OpenAI! Google previews Gemini 3 Deep Think, top reasoning intelligence SOTA Arc AGI 2 at 84% & SOTA HLE 48.4% (X , Blog)I literally went

Silver, Gold and Crypto (oh my) Hang on – Wild ride here Superbowl, Olympics- Wait until you hear about the CAPex spending! Shakeup in Dietville PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers  Warm-Up - Silver, Gold and Crypto (oh my) - Need a stock for CTP - Hang on - Wild ride here - Superbowl, Olympics- Wait until you hear about the CAPex spending! - Shakeup in Dietville Markets - Massive moved during the week - - Bitcoin clipped $60k before rebounding - DJIA tops 50,000 for the first time - Wait until you hear about the CAPex spending! - CAT == 1,100 points on the DJIA in 2026 Superbowl and Superbowl ads - Game review - Any ad stick out? - $10M per ad this year - Half Time with Bad Bunny? - Anthropic busting on OpenAi Last Week! - Massive moved - quick calc showed that about $1T was wiped from market caps in the sell-off, particularly in tech names. - HOWEVER - Friday alone is estimated to have added $1.5T to market cap AI Ripping Through - Plenty of names getting cooked over AI announcements - First it was the software companies - Now there are names in legal and finance that got clocked - Today - Altruist.ai can do tax planning and that hurt companies in financial space Earnings Season Update - Reporting so far: 59% of S&P 500 companies have reported Q4 2025 results. - Beat rate: 76% have topped EPS estimates (vs. 5-yr average: 78% (slightly lower) vs. 10-yr average: 76% (in line) - Magnitude of beats (aggregate): earnings are 7.6% above estimates vs. 5-yr average: 7.7% (about the same) vs. 10-yr average: 7.0% (a bit better) - Nothing great,  like Goldilocks Earnings Highlights - Palantir (PLTR): Reported strong Q4 results early in the week , beating estimates with revenue ~$1.41B (vs. ~$1.33B expected) and EPS $0.25 (vs. $0.23). Guidance for 2026 was upbeat (~61% revenue growth). Shares rallied sharply initially (~7–11% post-earnings), but gave back some gains amid broader tech volatility (e.g., down ~11–22% in parts of the week from peaks). - AMD: Reported mid-week, beating EPS (~$1.53 vs. lower expectations) with solid data center growth (~39%). However, Q1 guidance disappointed relative to high expectations in the AI chip space. Shares sank dramatically — down ~15–17% the next day, with some reports noting up to 20%+ drops at points, contributing to broader chip sector pressure. - Alphabet (GOOGL/GOOG): Reported beating on revenue (~$113.8B) and EPS (~$2.82), with strong core performance. But capex guidance for 2026 ($175–$185B, roughly double prior levels) sparked AI spending worries. Shares dipped post-earnings (down ~0.5–5% initially, flat to lower the next day, with some volatility pulling it below key moving averages). - Amazon (AMZN): Reported after hours on February 5, with mixed results — EPS ~$1.95 (narrow miss vs. ~$1.97 expected), but solid overall. The big negative was a surprise $200B capex forecast for 2026 (well above expectations), tied to AI/cloud buildout. Shares plunged sharply — down ~7–10% in after-hours/extended trading, with Friday moves around -5–8% in some sessions. Recent Tech CAPEX announcements - Amazon (AMZN) — Guided to approximately $200 billion in capex for 2026 (a massive jump from ~$125–131 billion in 2025, with ~80% likely AI-related per analyst commentary). This was the largest single-company figure and a major surprise, contributing heavily to the week's "wild" reactions. - Alphabet (GOOGL/GOOG) — Guided to $175–185 billion in capex for 2026 (roughly double the $91 billion spent in 2025, far above analyst expectations of ~$115–119 billion). Emphasis was on AI compute capacity, servers, data centers, and networking to meet demand for Gemini and cloud services. - Meta Platforms (META) — Guidance from late January (but heavily discussed last week): $115–135 billion for 2026 (up significantly from ~$70–72 billion in 2025, potentially an ~87% increase). - Microsoft (MSFT) — No new full explicit 2026 guidance in early February (fiscal year runs July–June), but recent quarterly run-rate and analyst projections put it around $97–145 billion (with some sources citing ~$105 billion or higher based on Q2 spending trends and signals of continued growth from prior levels of ~$88 billion in FY2025). ------!!!!Combined 2026 capex projected at $635–665 billion (low/high ends) or up to $650–700 billion in some reports — a ~60–74% increase from their collective ~$381 billion in 2025. Market Reaction from all of this.... - Markets were a bit spooked on the Anthropic announcement earlier in the week - software sold off and set a sour mood - Microsoft dumped pretty hard as the amount of spend was higher than anticipated, especially with some slower growth in Azure. - Amazon took a beating on the increased spend they anticipate *(extra by $50B) - BUT: Friday markets rallied as there was realization that the $200B spend by Amazon would seep into the economy and fuel infrastructure spending along with chips, tech etc. Other Earnings of Interest -  Reddit reported fourth-quarter earnings on Thursday in which the social media company beat on the top and bottom lines. - The company said it expects first-quarter sales to come in the range of $595 million to $605 million, which is higher than Wall Street expectations of $577 million. - Reddit also announced a $1 billion share repurchase program. - Reddit gets about $250 million a year from OpenAi and Google to have your data for training their LLMs While we are on the subject - Friday, DJIA hit 50,000 - first time ever! - Up 1,200 point of which approx 350 was from caterpillar and 280 was from Goldman Sachs Hats off to WalMart - Walmart Inc. shares pushed its market capitalization past $1 trillion on Tuesday for the first time ever| - Big transformation over the pst year - Walmart has maintained its appeal to households looking for value, its online offerings are drawing new, wealthier shoppers seeking convenience. Google Bond Offering - Issuing several tranches of bonds, denominated in Stirling - one as long as 100 years - Would you buy that? - The Google parent is set to raise $20 billion from a US dollar bond offering on Monday — more than the $15 billion initially expected — and is also pitching investors on what would be its first ever offerings in Switzerland and the UK. - The latter would include a rare sale of 100-year bonds, the first time a tech company has tried such an offering since the dotcom frenzy of the late 1990s Fat Profits in Dietville - Really interesting sequence of events happening... - Hims launches compounded pill at prices as low as $49 per month - Analysts cite questions on efficacy, legality of pill - Hims' move shifts focus from Novo's strong Wegovy pill launch - Broader obesity market whipsawed as pricing pressure rises THEN.. - Hims and Hers Health shares dive 14% after hours on Friday (Down 25% on Monday) - FDA cites concerns over quality, safety, federal law - The U.S. Food and Drug Administration said on Friday it would take action against telehealth provider Hims & Hers, for its $49 weight-loss pill, including restricting access to the drug's ingredients and referring the company to the Department of Justice for potential violations of federal law. AND.... - Eli Lilly last Wednesday posted fourth-quarter earnings and revenue and 2026 guidance that blew past estimates, as demand for its blockbuster weight loss drug Zepbound and diabetes treatment Mounjaro soars. - The pharmaceutical giant anticipates its 2026 revenue will come in between $80 billion and $83 billion. Analysts expected revenue of $77.62 billion, according to LSEG. - Meanwhile, NOVO had a really bad outlook that took the shares down 13% after the report. Japan Markets Soar - Japanese stocks jumped to a record high Monday, leading gains in the region after Prime Minister Sanae Takaichi won a landmark election victory. - The ruling Liberal Democratic Party captured a two-thirds supermajority in the 465-seat lower house, public broadcaster NHK reported. - Japan's Nikkei 225 jumped past 57,000 for the first time before paring gains to close 3.9% higher at 56,363.94, while the Topix also notched a record high, closing at 3,783.94, up 2.3%. Employment Report? - Government shutdown is forcing them to postpone again (Which is dumb) - Number due this Wednesday - Maybe because of this:U.S. employers announced 108,435 layoffs for the month, up 118% from the same period a year ago and 205% from December 2025. The total marked the highest for any January since 2009. - At the same time, companies announced just 5,306 new hires, also the lowest January since 2009, which is when Challenger, Gray & Christmas began tracking such data. - Also, job openings fell sharply in December to 6.54 million, to their lowest since September 2020. - Available jobs are down by more than 900,000 just since October. - NO! Ai and advancements in tech have noting to do with this! NO NO NO M&A - Texas Instruments Inc. has reached an agreement to buy Silicon Laboratories Inc. for about $7.5 billion, deepening its exposure to several markets for chips. - Silicon Labs investors will receive $231 in cash for each share of the company's common stock and the transaction is expected to close in the first half of 2027. - The transaction still needs to win approval by investors in Silicon Labs and shares of Silicon Labs surged by 51% to $206.48 after the announcement. Inflation - This helps - PepsiCo (PEP.O), opens new tab will cut prices on core brands such as Lay's and Doritos by up to 15% following a consumer backlash against several previous price hikes, the snacks and beverage maker said on Tuesday after it topped fourth-quarter results. Miran - Moving - Federal Reserve Governor Stephen Miran is leaving his post as chair of the Council of Economic Advisers, CNBC has confirmed. - He joined the CEA in January 2025, but had been on leave from that post since last September when he filled the unexpired term of former Fed Governor Adriana Kugler.- He reamins on Fed board No Biggie???? - There are some astonishing cased being reported of Bad AI in the operating room - JNJ's TruDi Navigation System - Since AI was added to the device, the FDA has received unconfirmed reports of at least 100 malfunctions and adverse events. - At least 10 people were injured between late 2021 and November 2025, according to the reports. Most allegedly involved errors in which the TruDi Navigation System misinformed surgeons about the location of their instruments while they were using them inside patients' heads during operations. - Cerebrospinal fluid reportedly leaked from one patient's nose. In another reported case, a surgeon mistakenly punctured the base of a patient's skull. In two other cases, patients each allegedly suffered strokes after a major artery was accidentally injured. Cuba - The main airport has putt out a bulletin that they are out of Jet Fuel - Blackouts and lack of other fuels are creating big problems - No airlines have stopped running at this point, but many will as they cannot refuel - This is a bigger problem for cargo planes (supplies) that may not be able to risk flying to Cuba as they will not be able to get out. Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Modeling Tesla's financials from 2026 through 2030. Going from estimating vehicle sales next year, to robotaxi rollout and then optimus impact later this decade. Do you think Tesla is fairly valued at $1.5T after posting $95B in revenue last year (a slight decline) and 4 years of declining earnings? Are we at the start of a massive turn around where Tesla returns to growth and pumps out massive profits? Let know your estimates for Tesla's financials in the comments.0:00 Back To Reality: Modeling Tesla's Financial's2:06 Tesla 2025 Financials3:25 Tesla 2026 Financial Projections7:26 Robotaxi Financial Projections9:54 Tesla 2027 Financial Projections 11:48 Tesla 2028 Financial Projections12:42 Tesla 2029 Financial Projections15:25 Tesla 2030 Finanial Projections18:02 Is Tesla Fairly Priced at $1.5T?My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock and this is not financial advice.

Apple PhoneSuperBowl. Bad BunnyJETS:Two B-1B Lancer bombers. two F-15C Eagles, two F/A-18E Super Hornets, and two F-35C Lightning Linday Vonn - Torn ACL. MarketsVOO and Tech still near all-time highs.Bitcoin down 45%. Spotify up 15% today. Still 40% off high. 98B market cap. SpaceX Acquired XAICurrent valuation. $250 and $1t. Elon on the Pivot to Moon as opposed to Mars now. Elon MuskGreat interview with 10000 Starship launches annually. Low rate compared to airplanes.Merger with TeslaSpaceX and XaI merged. Presumably Elon has super voting control. Now SpaceXaI will acquire $TLSA at a premium (~30%). They're similarly valued at ~$1.5T each. AND I think/hope Elon also offers an "allocation" of pre-IPO shares to Long-term Tesla shareholders (maybe > 3 years).TeslaNetflixTed Sarandos testimony. 80% of HBO subscribers are Netflix subscribers. YouTube is #1 viewing platform. Rights to Oscars, NFL, etc… Netflix is 9% of viewing and with Warner 10%? Wow! Chief Strategy Officer at Warner. Senator Hawley is a terrible Senator! Play Union Commitment53.28. Sexually inappropriate trans characters. What % of Netflix employees donate $'s to what party? 1.07.03 Why give Netflix the power to promote more woke shit!? Must Play. Wokest content in the world.

A surgeon exposes healthcare profiteering, data proves immigrants cut deficits by $14.5T, and Rep. Gallego warns a national strike may be needed if democracy is sabotaged. Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE

Canada accelerates EV leadership under Mark Carney, immigrants slash U.S. deficits by $14.5T, and Trump's trade war and ICE raids devastate American farms.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE

A Cato report confirms immigrants cut deficits by $14.5T, ICE's “patriot” claims collapse under brutality, and Bezos' gutting of the Washington Post exposes oligarch control of democracy.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE

A conservative report confirms immigrants reduced U.S. deficits by $14.5T. The lies collapse, the data speaks, and the scapegoating is exposed.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE

WORST DAY EVER for SILVER Cold Snap in Florida – Massive Critter Drop New Fed Chair named Pausing on space PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers  Warm-Up - WORST DAY EVER for SILVER - Cold Snap in Florida - Massive Critter Drop - New Fed Chair named - Pausing on space Markets - Bitcoin plunges - Crypto "winter" - Deep dive into January economic results - USD rises from multi-month low - EM still powered ahead - ELON - PT Barnum move Cold Snap - On February 1, 2026, Florida faced a significant drop in temperatures, reaching a record low of 24°F (-4°C) in Orlando. This marked the lowest temperature recorded in February since 1923. - Iguanas dropping from tress all over the streets - Iguanas can survive temperatures down to the mid-40s Fahrenheit (around 7°C) by entering a "cold-stunned" state, where they appear dead but are just temporarily paralyzed and immobile; however, prolonged exposure to temperatures in the 30s and 40s, especially below freezing, can be lethal, particularly for smaller individuals, leading to tissue damage and organ failure. - They get sluggish below 50°F (10°C) and fall from trees as they lose grip. - The Florida Fish and Wildlife Conservation Commission (FWC) issued Executive Order 26-03 on Friday, allowing residents to collect and surrender cold-stunned green iguanas without a permit during an unprecedented cold weather event. Right on Schedule - Remember we talked about how the Nat Gas price was going to reverse, just as quickly as it spikeed? - Nat gas down 25% today - down about 28% from recent high - Still about 50% higher than it was before the spike. THIS! - Nvidia Corp. Chief Executive Officer Jensen Huang said the company's proposed $100 billion investment in OpenAI  was “never a commitment” and that the company would consider any funding rounds “one at a time.” - “It was never a commitment,” Huang told reporters in Taipei on Sunday. “They invited us to invest up to $100 billion and of course, we were, we were very happy and honored that they invited us, but we will invest one step at a time.” Then Oracle announced that it will do a fundraiser in the form of equity and debt - needs to fund more datacenter build-out. - What happened to the OpenAI $300 Billion committment? - Or is the money that NVDA "committed to OpenAi, that they must have committed to Orcle, not a committment - GIGANTIC CIRCLE JERK Fungus - -Interesting - Did you know? Botrytis cinerea, a fungus causing grey mold, affects grapes by causing bunch rot, ruining fruit in high humidity. - While it often destroys crops, specific dry, warm conditions can transform it into "noble rot," concentrating sugars and creating high-value dessert wines (e.g., Sauternes, Tokaji) with honeyed, raisin-like, and apricot flavors. January Economic Review Employment — Job growth was nearly flat in December, with 50,000 new jobs added and earlier months revised lower. — Unemployment dipped slightly to 4.4%, but it's still higher than it was a year ago. — Long-term unemployment didn't change and remains high, and the labor force participation rate slipped to 62.4%. — Average hourly earnings rose 0.3% in December and are up 3.8% over the past year. — Weekly jobless claims stayed close to last year's levels, showing a labor market that is cooling but not weakening sharply. FOMC / Interest Rates — The Federal Reserve kept interest rates unchanged at 3.50%–3.75%. — Most policymakers agreed the economy continues to grow at a solid pace, though job gains are slowing and inflation remains above target. — Two committee members supported a small rate cut, but the majority preferred to wait. - Fed Chair Powell: Clearly, a weakening labor market calls for cutting. A stronger labor market says that rates are in a good place. It isn't anyone's base case right now that the next move will be a rate hike. - The economy has once again surprised us with its strength. Consumer spending numbers overall are good, and it looks like growth overall is on a solid footing. - Upside risks to inflation and downside risks to employment have diminished, but hard to say they are fully in balance. We think our policy is in a good place. - Overall, it's a stronger forecast since the Fed's last meeting. Haven't made any decisions about future meetings, but the economy is growing at a solid pace, the unemployment rate is broadly stable and inflation remains somewhat elevated, so we will be looking to our goal variables and letting the data light the way for us. - Most of the overrun in goods prices is from tariffs. We think tariffs are likely to move through, and be a one-time price increase. - Dissent: Miran and Waller (Miran is a admin shill and Waller wanted job as Fed Chair) GDP & Federal Budget — Economic growth remained strong in Q3 2025, with GDP rising at an annualized 4.4% driven by strong spending, higher exports, and reduced imports due to tariffs. — Investment was mixed, with business spending increasing while housing activity declined. — The federal deficit for December rose to $145 billion, though the fiscal year-to-date deficit is slightly smaller than last year. Inflation & Consumer Spending — Personal income and consumer spending rose moderately in October and November. — Inflation, measured by the PCE index, increased 0.2% in both months and roughly 2.7% year-over-year. — The Consumer Price Index rose 0.3% in December, with shelter, food, and energy all contributing. — Producer prices also increased, though 2025 producer inflation slowed compared to 2024. Housing — Existing home sales rose in December, but the number of homes for sale is still low. — Prices dipped a bit from November but remain higher than they were a year ago. — New-home sales in October were steady compared with the prior month but much higher than last year. — New-home prices fell compared to 2024, though they are still high relative to long-term norms. Manufacturing — Industrial production rose 0.4% in December and was up 2.0% for the year. — Manufacturing output increased, while mining activity declined and utility output jumped. — Durable goods orders grew sharply in November, driven by a big increase in transportation equipment, pointing to strong demand in key industries. Imports & Exports — Import and export prices rose slightly through November 2025. — The goods trade deficit widened in November because exports fell while imports increased. — For the year so far, both exports and imports are running above 2024 levels, though the overall trade deficit remains larger. Consumer Confidence — Consumer confidence fell sharply in January after improving in December. — Both views of current conditions and expectations for the future weakened, with expectations dropping well below the level that often signals recession risk. Earnings — Roughly one-third of S&P 500 companies have reported Q4 earnings, and overall results are strong. — 75% of companies have beaten EPS estimates, though this is slightly below long-term averages. Revenue beats remain solid at 65%. — Companies are reporting earnings 9.1% above estimates, which is well above the 5-and 10-year surprise averages. — The S&P 500 is on track for 11.9% year-over-year earnings growth, marking the 5th straight quarter of double-digit earnings growth. — Eight of eleven sectors are showing positive year-over-year earnings growth, led by Information Technology, Industrials, and Communication Services. — The Health Care sector shows the largest earnings declines among lagging categories. — The forward 12-month P/E ratio sits at ~22.2, elevated relative to 5-and 10-year averages, signaling continued optimism despite tariff and cost concerns. — FactSet also notes the S&P 500 is reporting a record-high net profit margin of 13.2%, the highest since 2009. INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/   S3XY No More - Tesla is ending production of the Model S sedan and Model X crossover by the end of Q2 2026 to focus on autonomous technology and humanoid robots (Optimus). - Do we have any idea with the TAM for either of these are? - Huge assumptions that Robotaxi will be a bug part of the global transportation. But, what if it isn't? - Unproven being built, taking out the proven - investors were not too happy about this...Stock was down after earnings showed continued sluggish EV sales and BIG Capex for Robotaxi refit, robots and chip manufacturing. But... - Friday - not to allow TESLA stock to move down tooo much. - With SpaceEx looking for an IPO in June - valuations have moved from $800B to 1.5T supposedly. - Now there is discussion of merging in xAI and possibly Tesla - Tesla shares dropped after earnings FED CHAIR PICK - Drumroll: Kevin Warsh - Seems like a good pick from the aspect of experience and ability - Deficit reducer? - More hawkish than market expected? - Announce Friday after several leaks in the morning And then... - Silver futures plummeted 31.4% to settle at $78.53, marking its worst day since March 1980. -It was down 35% during the day - the worst daily plunge ever on record. - It was the worst decline since the March 1980 Hunt Brothers crash. - The sharp moves down were initially triggered by reports of Warsh's nomination. - However, they gained steam in afternoon U.S. trading as investors who piled into the metals raced to book profits.- USD Spiked higher - Gold was down 10% - GOLD saw a drop of 10% to the close - 12% intraday - this was also a record - Bitcoin is down 25% from its recent level 2 weeks ago - ALL BEING BLAMED ON THE FED CHAIR PICK -- QUESTION - Will Trump back-peddle this OR talk to supporters in congress or tell them not to confirm him if markets continue to act squirrely? Fed Statement and Rates - Fed out with statement - no change on rates - Changes: Inflation up, employment steady, economy strong - Does not bode for much in the way of cuts - probably on hold though end of Powell term Apple Earnings - Apple reported blowout first-quarter earnings on Thursday, and predicted growth of as much as 16% in the current quarter, matching the period that just ended. - Sales could be even better, Apple said, if the company just secure enough chips to meet its customers' iPhone demands. - The company reported $42.1 billion in net income, or $2.84 per share, versus $36.33 billion, or $2.40 per share, in the year-ago period. - Apple saw particularly strong results in China, including Taiwan and Hong Kong. Sales in the region surged 38% during the quarter to $25.53 billion. - “The constraints that we have are driven by the availability of the advanced nodes that our SoCs are produced on, and at this time, we're seeing less flexibility in supply chain than normal,” Apple CEO Tim Cook said. - Stock up slightly - no great moves.... Blue Origin - Blue Origin will pause tourist flights to space for “no less than two years” to prioritize development of its moon lander and other lunar technologies. - The decision reflects Blue Origin's commitment to the nation's goal of returning to the Moon and establishing a permanent, sustained lunar presence. - The pause in tourist flights grounds the company's reusable New Shepard rocket, which has sent more than 90 people to the edge of space and back to experience brief periods of weightlessness. - Datacenters on the Moon? (sounds like a Pink Floyd album)     Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Thank you Stuart Cohen, Lynette, Marg KJ, Kevin Lawrence, Jane B In NC

最近Ford Territory 1.5T Per4mance Hybrid驚豔版討論度極高，但大大們似乎都把燃油版的1.5T渦輪闊境版給淡忘了，而它也是好料滿滿，全新四缸1.5升Turbo引擎+7速雙離合器自排變速箱，配備豐富度更是直逼油電驚豔版，重點是扣除掉貨物稅、舊換新補助後售價來到令人心動的84.9萬元。本集不是要探討Territory的優缺點(先前討論過了)，而是直接比較它和油電驚豔版在外觀、內裝、配備上的差異，以及這組全新動力的表現如何？另外它C/P值夠高嗎？來聽島叔和豪哥怎麼說？ #行動星球 #聊車挺好的 #Territory1.5T渦輪闊境版 #Territory1.5Per4mance Hybrid驚豔版 #Ford -- Hosting provided by SoundOn

OpeningReformer Machine Workout at YogaSource in Los Gatos. Indiana. Fernando Mendoza is a truly special. Markets1 Year: VGT/QQQ 17%. S&P 500 17%. 2025: 1 yr and 10 yrQQQ: 20.8% and 19.4% = $100k > 620VOO 17.8% and 14.8% = $100k > 400VXUS: 32% and 8.5% Gold and Silver. Great year. 77% and 200%. That's 3x. IBIT and Etha: Down 14% and 10%. NetflixGreat earnings call. 17.6% YoY revenue growth, better than Q4 2024 of 16%. Warner Brothers Acquistion is huge overhang. It will help them: IP. Harry Potter, DC Comics, Game of Thrones, Matrix, Sopranos, Succession, Lord of the Rings. BarbieHBO!LemonadeHIMS. TeslaAutonomous. Finally pulling the driver out in Austin. No longer able to buy FSD outright. Needs to be subscriptionLemonade cutting premiums by 50% if you drive a Tesla with FSD. Important implications for all car insurers.Humanoid RobotsYes Boston Dynamics and many others particularly in China are great, but… Manufacturing, Software, Hardware, ….XAI Will have more AI compute than all others combined in < 5years! From ElonThe Colossus 2 supercomputer for @Grok is now operational. First Gigawatt training cluster in the world. Upgrades to 1.5GW in April.I'm using Gemini and Grok. Perfect combo.  SpaceXSpaceX will be ~99% of all Earth payload mass to orbitI think there will be an allocation to Tesla LT shareholders. Could be $1.5T, but could go to $10T.  PoliticsWealth Tax Wealth Tax. 1 time 5% on Billionairs. No limitations on quantity or $ limit. Play Ben Horowitz on wealth tax. More taxes is not the answer. Eliminate Fraud, waste and abuse!Billionaires ~$8T, everyone else $170t.The two Google founders per Gemini represented 23 percent of the aggregate billionaire wealth in CA. Throw in Peter Thiel and well over 30 percent is goneVideo here. https://x.com/bennyjohnson/status/2014785916083020062$23m$125k Rover seizedHome in GreeceMansion in LABalance the Budget State Audit Report hereBudget Summary.05% of Californian's or ~8500 people making over $10m per year pay 25% of the personal income tax liability. 1% of Californian's pay 49% of Personal Income Tax. $54 billion Uhaul Growth Index: Companies moving out of CaliforniaRecommendations:RoganBradley CooperBen Affleck and Matt DamonEthan HawkeTim Ferris and Bill Gurley

Greenland, Mexico, Venezuela, Colombia – USA is the world’s Cop again? More .. Housing, Credit cards, Fannie and Freddie – all in week’s work.. Retail investors in control – don’t care about the noise. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter   Warm-Up - Greenland, Mexico, Venezuela, Colombia - USA is the world's Cop again? - More .. Housing, Credit cards, Fannie and Freddie - all in week's work.. - Retail investors in control - don't care about the noise Markets - DJIA plowing ahead - NASDAQ on fire - what can stop this? - Nuclear stocks back in play - Defense names on the move - Interesting economic news. FIRST - President Donald Trump said drug “cartels are running Mexico,” and suggested the U.S. military could start land strikes against them there. - The comments come on the heels of suggestions that Trump could take military action in Cuba and Colombia, and to annex Greenland. - The Trump administration has reportedly carried out 35 known strikes on alleged drug boats in the Caribbean, killing 115 individuals. - I will be going to Mexico later this week for a couple of days..... Retail Ruling - Retail traders have extended a buying spree into the new year, following a record-setting performance in 2025, with purchases in the first four trading days of January hitting the second-highest level in almost eight months. - Individual investors have bought about $10.1 billion of US equities since the start of the year, mainly via exchange-traded funds, far exceeding the 12-month weekly average. - Retail investors' confidence has helped stabilize markets during recent pullbacks, and if they keep snapping up equities, gains in the US stock market are likely to persist, according to analysts. Employment Report - 4.4% Unemployment Rate - Nonfarm Payroll Employment: U.S. employers added +50,000 jobs in December 2025. This came in below economists' expectations (consensus around 60,000–73,000) and was a slowdown from the downwardly revised +56,000 in November. - Unemployment Rate: Edged down slightly to 4.4% (from a revised 4.5% in November), contrary to forecasts of 4.5%. The number of unemployed people remained around 7.5 million, showing little change. - Full-Year 2025 Performance: Total payroll growth for the year was just +584,000 jobs (average monthly gain of +49,000), marking one of the weakest years for hiring since 2020 (impacted by the pandemic). This is a sharp drop from +2.0 million added in 2024 (average +168,000 monthly). -Revisions to Prior Months: -- October 2025: Revised down to -173,000 (from -105,000, reflecting federal government buyouts and shutdown effects). -- November 2025: Revised down by 8,000 to +56,000. -- Combined October–November: 76,000 fewer jobs than previously reported. GDP - HOT - Minneapolis Fed President Neel Kashkari (voting FOMC member) on CNBC says it is very surprising how strong GDP growth is; says labor market is clearly cooling; says inflation still too high; has confidence housing inflation will trend down - Q3 at +3.8% and Atlanta GDP NOW is predicting that Q4 will come in at +5.1% More Eco - Productivity (Prelim Q3): 4.9% vs. 2.5% consensus - Productivity measures output per hour worked. A jump to 4.9% (almost double the consensus) suggests businesses are producing much more per labor hour than expected. Prior was revised up to 4.1% from 3.3%, so the trend is strengthening. WOW! Unit Labor Costs (Prelim Q3): -1.9% vs. +0.8% consensus - Unit labor costs measure labor cost per unit of output. A negative number means costs per unit are falling. Prior revised to -2.9% from +1.0%, so costs have been dropping sharply. -Could be due to technology adoption, automation, or efficiency improvements. Post-pandemic restructuring and leaner operations may have boosted output without adding labor. OOOOOOOPS - White House official says Truth Social disclosure of December jobs report was an "inadvertent release"; says White House will review protocols - CNBC  What next? - President Donald Trump called for a one-year cap on credit card interest rates at 10%, effective Jan. 20, without specifying details. - Trump wrote on social media that the American Public will no longer be "ripped off" by Credit Card Companies that are charging Interest Rates of 20 to 30%, and even more. - Maybe because of this: Hours before his message on Friday, Senator Bernie Sanders, a Vermont independent, said on X: “Trump promised to cap credit card interest rates at 10% and stop Wall Street from getting away with murder. Instead, he deregulated big banks charging up to 30% interest on credit cards.” - BUT! Credit card companies will not be forced to issue credit - right? It will hurt people that need credit for business, personal or other needs. Then there was this: - Mortgage rates fell sharply on Friday, a day after President Donald Trump said on social media that he is instructing mortgage giants Fannie Mae and Freddie Mac to buy $200 billion in mortgage bonds. - “This will drive Mortgage Rates DOWN, monthly payments DOWN, and make the cost of owning a home more affordable,” he said in the Truth Social post. - Still not clear where the money will come from and hot this actually works with the current structure of Fannie and Freddie - Talk of Fannie/Freddie IPO? --- Both are still still in conservatorship and book value per share still negative - SO WHERE DOES MONEY COME FROM? OHHHHH - How about this - 4PM browbeating for the Defense companies - RTX was in the hotseat (as were others) taking the wrath of Pres Trump saying that they were basically fat and happy and ripping off the taxpayer - No more dividends and no more buybacks was the call - Stocks dropped 5% into the close and then more after - 30 minutes later - conversation changed and the idea of a move from $1T in spending for the defense budget should move to $1.5T in 2027. ----- Where does that money come from? - Stocks JUMPED! Can't Ignore this - Trump suggesting that Corporations and institutional investors cannot buy single family homes - “People live in homes, not corporations,” he said. - The argument is that corporate ownership has helped push housing further out of reach for everyday Americans. - It is for that reason, and much more, that I am immediately taking steps to ban large institutional investors from buying more single-family homes, and I will be calling on Congress to codify it. - Invitation Homes, which is the largest renter of single-family homes in the country, tumbled 6%. Shares of Blackstone, an investing firm that owns and rents single-family homes, dropped more than 5%. Private equity firm Apollo Global Management also declined over 5%. Then there is this... - DOJ putting he screws to Powell - The Trump administration has ramped up its pressure campaign on the U.S. central bank, threatening to indict Federal Reserve Chair Jerome Powell over comments he made to Congress about a building renovation project, prompting the Fed chief to call the move a "pretext" to gain more influence over the ?setting of interest rates. - The latest development in a long-running effort by U.S. President Donald Trump to push the Fed to dramatically lower rates had immediate fallout in Washington and on global markets. - Powell came out with a video over the weekend. - Initially futures were down

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2026 may be the year Fallout stops feeling like fiction. From American imperialism to domestic crackdowns, the systems are no longer hiding.Systems designed to survive by being fed, quarter after quarter. The message: systems don't protect people — they consume them once growth runs out.Still no Epstein files — institutions protect themselves, not truth.HHS admits the damage (chronic disease, poisoned food) but changes nothing structural.Food & drug lobby remains untouchable — acknowledgment without reform. ICE shoots a Minnesota activist — control replacing legitimacy.Pentagon budget expands to $1.5T — systems only grow, never retreat.Dan Bongino exits the FBI — insiders eventually realize the system won't protect them either.Minnesota Fraud rocks nation as ICE shoots activist. California fraud MN scandals — independent creators expose institutional failure.U.S. seizes Maduro's wife, Venezuela hangs in the balance — imperial logic resurfaces openly.Turning Point USA's alignment question — movements struggle when ideals collide with power incentives.Segment 1: Fallout discussion:Segment 2: Current Events Through the Fallout LensWhen every solution offered requires more money, more power, and less transparency — why do we still expect a different outcome?

-- On the Show -- Caleb Ragland, Chairman of the American Soybean Association, joins us to discuss how Trump's tariffs are reshaping the soybean industry and the economic future of rural America -- An ICE agent shoots and kills U.S. citizen during a federal immigration operation in Minneapolis as Trump falsely claims self defense and blames the radical left -- Governor Tim Walz prepares the Minnesota National Guard after uncoordinated ICE raids kill a resident and escalate tensions between state authorities and federal agents -- A confrontation between Minnesota state power and federal ICE operations raises concerns about institutional breakdown as courts and political norms face direct strain -- Trump proposes raising the U.S. military budget to 1.5 trillion dollars while falsely claiming tariffs will pay for it and contradicting years of anti Pentagon rhetoric -- White House Press Secretary Karoline Leavitt makes incoherent and contradictory claims about U.S. control over Venezuela and openly entertains buying Greenland -- Health Secretary Robert F. Kennedy Jr. says Donald Trump has ordered obesity to end as new federal dietary guidelines reshape school meals military food and assistance programs -- On the Bonus Show: New reporting shows many patients regain weight after stopping GLP-1 drugs, raising questions about whether medical weight loss now requires lifelong treatment. Plus, Donald Trump says the United States could effectively run Venezuela for years, signaling an extraordinary expansion of U.S. control over another country's government and oil industry

En este episodio de VG Daily, Eugenio Garibay y Andre Dos Santos hablan de como el mercado vuelve a moverse a golpe de titulares y eso está reordenando expectativas en defensa, energía y macro.En la primera parte, desmenuzamos las compañías de defensa tras el debate sobre limitar dividendos, recompras, y el giro posterior cuando el presidente Donald Trump planteó un presupuesto militar 2027 de 1.5T, un número que el mercado leyó como cambio de régimen para pedidos, márgenes y capacidad industrial. Luego nos metemos con Venezuela y el petróleo, enfocándonos en cómo el riesgo de más oferta a futuro puede presionar precios y qué significa eso para el posicionamiento relativo entre grandes integradas y nombres con mayor sensibilidad al ciclo.Cerramos con un bloque de empleo cargado de señales con ADP, JOLTS, Challenger y solicitudes de desempleo para aterrizar cómo está evolucionando la economía real entre enfriamiento gradual y estabilidad en despidos, y qué implicaciones tiene esto para el tono de los mercados en el arranque de 2026.​

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureGermany has followed the [CB]/[WEF] green new scam and now the manufacturing jobs imploding. Germany will struggle in 2026. The debt in the US is made up of fraud, its most likely in the trillions. There a silver storm approaching and the gap between gold and silver will close as the [CB] loses control. Sound money is the only way. The [DS] is now panicking, their money laundering scheme is being exposed, the people now know that they funnel money via NGO’s and shell companies. This is bigger than anyone could ever imagine. We are in the exposure and investigative phase, Next is the cleanup, then justice. To bring down the entire corrupt system, it must be done right, it must carry weight, we must follow the rule of law, good thinks sometimes take time. Economy (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Half of Germany's Manufacturing Sectors Anticipate Significant Layoffs and Job Losses in 2026   Germany is the epicenter of the European Union's overall goal to chase the green energy agenda. For the past several years Germany has been deconstructing their fossil fuel energy production and replacing it with far more expensive alternatives.  This has led to large increases in overall energy prices, and downstream increases in manufacturing costs. The consequences have been snowballing throughout 2025, while cheap competitive alternatives coming into the EU from China have compounded their problem.  Recently a survey of major industries was conducted in Germany to determine the forecast for 2026, the results are not good. Approximately half of the industrial sectors in Germany are anticipating job losses, cuts or layoffs this year. 22 out of 46 business associations are preparing to downsize their labor force.  Only 9 of the 46 are expected to increase hiring.   Job losses are expected in auto manufacturing, the textile sector, wood and paper fabrication.  Job gains are expected in aerospace, shipbuilding and defense production – i.e. the war machinery. When the largest and most developed industrial economy in Europe is pinning its economic survival on war machinery, a particular momentum is created.  It is never a good outcome for Europe when Germany becomes reliant on war to maintain employment. Source: theconservativetreehouse.com https://twitter.com/stats_feed/status/2005654716462538992?s=20 2009 – $12T 2010 – $13.6T 2011 – $14.8T 2012 – $16.1T 2013 – $16.7T 2014 – $17.8T 2015 – $18.2T 2016 – $19.6T 2017 – $20.2T 2018 – $21.5T 2019 – $22.7T 2020 – $27T 2021 – $28.4T 2022 – $30.9T 2023 – $33.2T 2024 – $35.3T 2025 – $38.5T https://twitter.com/StephenM/status/2005494075793735925?s=20  self-loathing, self-denigration and the redistribution of our national resources to the states and peoples of the undeveloped world. https://twitter.com/profstonge/status/2005633652852437451?s=20 Political/Rights Trump-Kennedy Center Hits Jazz Star with $1M Lawsuit For Backing Out Of Christmas Eve Show Redd, a drummer and vibraphone player who has performed with legends including Dizzy Gillespie and Ray Brown, had hosted the Christmas Eve Jazz Jam at the Kennedy Center since 2006. He took over the tradition from bassist William “Keter” Betts and maintained it for nearly two decades. This year marked an abrupt departure from that longstanding commitment. “When I saw the name change on the Kennedy Center website and then hours later on the building, I chose to cancel our concert,” Redd told The Associated Press. The Trump-Kennedy Center is pursuing a $1 million lawsuit against jazz musician Chuck Redd after he withdrew from his annual Christmas Eve concert at the last minute, citing the recent addition of President Trump’s name to the venue.  Source: zerohedge.com https://twitter.com/libsoftiktok/status/2005398115030024201?s=20 DOGE Geopolitical Trump Administration Slashes UN “Humanitarian” Funding Pledge  The United States announced a $2 billion pledge for United Nations humanitarian aid programs on Monday, marking a sharp reduction from previous years as the Trump administration pushes for major reforms in global aid spending. This pledge represents a fraction of historical U.S. contributions, which have reached up to $17 billion in recent years, with voluntary funding often in the $8-10 billion range. Administration officials describe the amount as sufficient to keep America as the world's top humanitarian donor while demanding greater efficiency from UN agencies. The funding will flow through an umbrella mechanism controlled by the UN's Office for the Coordination of Humanitarian Affairs (OCHA), allowing targeted distribution to specific crises and countries. Initial priorities include 17 nations such as Bangladesh, Congo, Haiti, Syria, and Ukraine. Notably absent from the list are Afghanistan and the Palestinian territories, with officials stating Gaza aid will tie into ongoing peace efforts. Source: discernreport.com  War/Peace Did US Land Strikes On Venezuela Begin Last Week & No One Knew It? President Trump on Friday in a radio interview disclosed something which missed the attention of the US and global media. He let slip that a large land site had been knocked out by a strike from US forces in the Caribbean – however without specifying which country was hit (whether Venezuela or perhaps Colombia). o  According to the full remarks in context, the president said: “But every time I knock out a boat, we save 25,000 American lives. It’s very simple. And what’s happening is they’re having a hard time employment-wise, they can’t get anybody. And we just talked out, I don’t know if you read or you saw, they [Venezuela] have a big plant or a big facility where the ships come from. Two nights ago, we knocked that out. So we hit them very hard. But drugs are down over 97 percent. Can you believe it?” Some unnamed American officials suggested to the New York Times that the Commander-in-Chief was referring to a drug facility in Venezuela: Trump did not name the location of the facility, though American officials told the New York Times that the president was referring to a drug facility in Venezuela that was eliminated. The president's comment is the only report of such an attack. No other Latin American government, including Venezuela, has disclosed a strike of this sort. : Source: zerohedge.com  Zelensky Wants 50-Year(!) Security Guarantee From Trump A major point of disagreement remains security guarantees. Ukraine has been pushing maximalist demands for something akin to NATO Article 5 protections. It would be like getting all the benefits of being in NATO but without being a formal member of the Western military alliance. The Ukrainian side has revealed that President Trump had offered security guarantees for 15 years following a peaceful settlement, but Zelensky considered this much too short to protect from future potential Russian aggression. But in classic Zelensky fashion, he wants way more than this. Also, maximalist demands are something that European leaders have backed him on all along – and they may have even put him up to. According to The Wall Street Journal: Kyiv had asked for security guarantees to last up to 50 years after the end of the conflict during weekend discussions. In the documents currently being discussed, the U.S. offered a 15-year guarantee with the possibility of extension, Zelensky said in audio messages to journalists on Monday.   Source: zerohedge.com  Russia accuses Ukraine of military attack on Putin’s residence: ‘state terrorism’   Russia is promising retaliation against Ukraine for an alleged military attack on President Vladimir Putin’s residence in the northern Russia area of Novgorod, which Ukrainian President Volodymyr Zelensky deemed a lie intended to undermine peace talks, Reuters reports. . Russian Foreign Minister Sergei Lavrov said Monday that Russian air defenses destroyed all 91 long-range drones targeting Putin’s residence and that no one was injured and no damage reported. “Such reckless actions,” which Lavrov deemed “state terrorism,” will be answered with retaliatory strikes on targets in Ukraine, he said. Ukrainian President Zelensky says it’s a false claim intended to undermine peace talks  . Source: justthenews.com https://twitter.com/AutistDivision/status/2005463473006801341?s=20  geo-political territories forever. And lets be honest, they couldn’t get them back under any circumstances again. Medical/False Flags [DS] Agenda https://twitter.com/amuse/status/2005334470799565113?s=20   LAFD Battalion Chief Kenneth Cook rejected the final Palisades fire report after LAFD leadership removed critical findings tied to preparation failures before Jan. 7. Drafts obtained through public records show staffing violations, delayed assignments & ignored wind warnings were scrubbed from the final version. The report meant to save lives became a political shield. As a side note, New York City is setting themselves up for the same problem... https://twitter.com/amuse/status/2005608785990262859?s=20 https://twitter.com/EricLDaugh/status/2005622039999062219?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2005622039999062219%7Ctwgr%5E11dcdb289244b9644ea68d25359a18f753233f5d%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fsomali-fraud-scandal-expands-as-lawyer-exposes-damning%2F   pushing for that in every single state!” “The state will, as long as the doctor has approved it, continue to pay you. It could be for 10 hours, 12 hours, up to 24 when it’s critical care.” “So you could sit at home without caring for an elderly parent who really doesn’t need it, make about $75,000 to $90,000 a year. Now you add two parents, that’s $180,000. Now you add your in-laws $250,000.” “You continue to add this and you wonder what are the services being provided? So a lot of providers came and said fraud is occurring because we said we weren’t going to rubber stamp this paperwork.” “So they went to other providers, their home health care networks saying we’ll make it worth your while. Well, sounds like a kickback to me.” “So we really need to investigate the Medicaid system and how much it’s increased since the Somalian population came and who really needs critical care because that’s meant for our disabled, our elderly and people who really need it, not to just live off our system.” “And that’s what’s happening in Ohio. I think it’s ridiculous. I think it’s despicable, but authorities are now looking at it from the Attorney General’s office to the U.S. Attorney’s office.” “I flagged them all because this is Ohio tax dollars and we have to take it seriously. I’m tired of people telling me, well, this is the way it’s always been. It’s subjective and we can’t really check. No, you can.” https://twitter.com/ArthurMacwaters/status/2005324862756127166?s=20   this not instant jail?! Like this is electoral fraud on top of Medicare fraud How is this not front page of every newspaper?! https://twitter.com/elonmusk/status/2005535693918138533?s=20 https://twitter.com/amuse/status/2005657030111932568?s=20   was unanimously convicted by a jury only to have Judge Sarah West vacate the verdict. In two separate cases to other judges dismissed the cases against his wife and his brother. $7.2 million is gone and no one is being held accountable. This story is being repeated across Minnesota to the tune of more than $8 billion so far. Somali criminals in Minnesota have stolen more than Somalia’s GDP from American taxpayers. Why won’t Democrat judges hold them accountable? https://twitter.com/elonmusk/status/2005496793279439182?s=20 https://twitter.com/JoeLang51440671/status/2005476678261461399?s=20   broke to being worth up to $30 million in just a year — as a massive, up to $9 billion fraud scheme involving the Somali community in her district unfolded right under her nose in Minnesota.” $9 billion in fraud happened in her district? Can I ask the question? How many Somali daycares did Ilhan Omar own? “Close to 90 people have been charged so far, including at least three with direct ties to the lefty Squad member, though she has not been charged.” https://nypost.com/2025/12/27/us-news/ilhan-omars-hubbys-30m-firm-quietly-scrubs-names-from-website-as-squad-member-faces-mounting-questions-on-sudden-wealth-amid-minnesota-welfare-fraud/ That's going to change. Have we looked into the wealth of the brother she married? I wonder if he owns some Somali daycares in Minnesota? Tick Tock!! https://twitter.com/libsoftiktok/status/2005657804301013272?s=20  , the Google business listing for this center showed the phone number 651-201-3400, which is the official public contact line for the Office of Governor Tim Walz and Lt. Governor Peggy Flanagan    https://twitter.com/JoeLang51440671/status/2005329284785647715?s=20   significant investments in pre-K for four-year-olds as well as other early learning programs serving children and families birth-to-school entry. This year he focused on the country's youngest children and their families' need for high-quality child care.” The Obama administration was a gigantic money laundering operation. “The President explained the need in last Tuesday's address stating, “In today's economy, when having both parents in the workforce is an economic necessity for many families, we need affordable, high quality childcare more than ever.” “But the child care tax credit isn't all the President proposed.” “He would also significantly expand the Child Care and Development Fund(CCDF), a child care subsidy for low- and moderate-income families authorized under the Child Care Block Development Grant (CCDBG) Act. (CCDBG was reauthorized last year after 18 years.) By 2025, the proposed expansion would increase the reach of CCDF to an additional one million children, under four-years-old.” Taxpayers subsidies and grants for “childcare.” “The last part of the President's proposal, in typical Obama Administration-style, is a competitive grant that would promote innovation in the child care system. The proposed grants– totaling $100 million– would allow states to create pilot programs to determine the best ways to provide child care to vulnerable populations, including children with disabilities, parents who work non-traditional hours, and families who have difficulty finding high-quality child care.” https://newamerica.org/education-policy/edcentral/presidents-child-care-plan/ Taxpayers “grants” totaling $100 million (for starters) to be given to “vulnerable populations.” Can you say “Somali?” Taxpayers funding of “childcare,” was a “necessity” for the funding of the democrat party. The Somali community was always a hub of this “childcare” theft of taxpayers money. It was set up this way on purpose. A Somali community, governed by Somali's and protected by the democrat party. The Somali's were being brought into this country starting with the George W. Bush's presidency. But Obama began accelerating the number of refugees from Somalia along with other Muslim countries. Here's just the last year under Obama. “A total of 38,901 Muslim refugees entered the U.S. in fiscal year 2016, making up almost half (46%) of the nearly 85,000 refugees who entered the country in that period, according to a Pew Research Center analysis of data from the State Department's Refugee Processing Center. That means the U.S. has admitted the highest number of Muslim refugees of any year since data on self-reported religious affiliations first became publicly available in 2002.” “Just two countries – Syria (12,486) and Somalia (9,012) – were the source of more than half of fiscal 2016's Muslim refugees. The rest are from Iraq (7,853), Burma (Myanmar) (3,145), Afghanistan (2,664) and other countries (3,741).” https://pewresearch.org/short-reads/2016/10/05/u-s-admits-record-number-of-muslim-refugees-in-2016/ Obama was an installed puppet of Prince Alwaleed and was doing his bidding. Obama filled his administration with people tied to the Muslim Brotherhood, who were implementing their “civilization jihad.” These communities began electing corrupt representatives like Ilhan Omar. Infiltration not invasion. Taxpayers money was funneled into these communities through “childcare grants” and other “welfare programs,” in order to fund the democrat party. Minnesota is just the “doorway” into a much larger nationwide fraud scheme to fund the democrat party. A magnifying glass is about to be put on ALL state welfare programs that are receiving “federal funding.” These grants and benefits handed out to these crooks, are now the doorway to expose and bring them all to an end. BOOMERANG! https://twitter.com/everytime_11/status/2004718928686350461?s=20 https://twitter.com/EndWokeness/status/2005651406985036272?s=20 Tim Walz's Office Responds with an Outrageous Falsehood After Journalist Nick Shirley Exposes Fraud of the Century in Minnesota “The governor has worked for years to crack down on fraud and ask the state legislature for more authority to take aggressive action,” a spokesperson for Walz told Fox News. “He has strengthened oversight – including launching investigations into these specific facilities, one of which was already closed,” the spokesperson added. “(He) hired an outside firm to audit payments to high-risk programs, shut down the Housing Stabilization Services program entirely, announced a new statewide program integrity director, and supported criminal prosecutions.” Walz previously called Shirley and others who have questioned his handling of the scandal “white supremacists.” Walz's team wants the public to believe that not only does the governor have no involvement in the scandal, but he has also been a leading advocate against this corruption. They must think that every day Americans have the same >IQ as Somali citizens.   Source: thegatewaypundit.com https://twitter.com/ElectionWiz/status/2005427571861909629?s=20 https://twitter.com/KevinKileyCA/status/2005329670083145745?s=20 Back on June 24, 2025. about 31% of applications to California’s 116 community colleges were deemed likely fraudulent by the chancellor’s office—equating to over 1.2 million fake applications. These were mostly detected and blocked before enrollment or aid disbursement, but some fraud succeeded, costing millions in stolen financial aid (around $11 million total in 2024, a small fraction of the billions distributed overall).The piece discusses ongoing efforts to combat the issue, like improved detection tools, identity verification, and a proposed $10 application fee to deter bots and scammers targeting the free-application, open-access system.  https://twitter.com/CynicalPublius/status/2005388876807057913?s=20 President Trump's Plan https://twitter.com/stats_feed/status/2005654716462538992?s=20 2009 – $12T 2010 – $13.6T 2011 – $14.8T 2012 – $16.1T 2013 – $16.7T 2014 – $17.8T 2015 – $18.2T 2016 – $19.6T 2017 – $20.2T 2018 – $21.5T 2019 – $22.7T 2020 – $27T 2021 – $28.4T 2022 – $30.9T 2023 – $33.2T 2024 – $35.3T 2025 – $38.5T https://twitter.com/4nt1p4tt3rn/status/2005345471674388575?s=20  deniability to the federal and state governments, and allow them to funnel money into the NGOs to do what the governments either don’t want to (due to optics) or can’t (due to legal constraints) do. They are quite literally dismantling the United States of America, and they’re doing it with YOUR money. Quite literally money taken out of your pockets. Food taken out of your children’s mouths. They’re directly or indirectly responsible for: * the massive invasion of this country by illegals * the high cost of healthcare * the shortage and high price of homes * the shortage and high price of unimproved land * the high cost of food and other goods * the high taxes you’re forced to pay * the skyrocketing national debt * the skyrocketing federal deficit * DEI and the elimination of qualified American workers from jobs * deaths of Americans on our roadways * the broken “justice” system In other words, literally everything everyone’s complaining about. https://twitter.com/911NewsBreaks/status/2005660846848958944?s=20   planning to livestream a racially motivated extremist attack with pipe b-mbs and g-ns. https://twitter.com/HarmeetKDhillon/status/2005444604624028029?s=20   year later as special counsel in November … statute runs on his obvious shenanigans late 2027 * Democrats in Congress and those in the states colluding with Biden WH hide their behavior, some of which STILLL HASN'T come to light! Statute runs on this five years after their concealed behavior is known to the government. This means the statute could run in the next administration. STOP POSTING CLICKBAIT BS!!! You are being used! https://twitter.com/HarmeetKDhillon/status/2005446072634872033?s=20 https://twitter.com/grok/status/2005427970681217334?s=20   to Jan. 6, 2021/2026. Specific cases vary by act. ‘Ten-year stain:' Bondi asks prosecutors to probe Obama-Biden lawfare as criminal conspiracy FBI Director Kash Patel penned a memo predicating an investigation looking at the weaponization of intelligence and law-enforcement powers dating to the Russia collusion case as an ongoing conspiracy. Attorney General Pam Bondi   asked the prosecutors to investigate the Obama-Biden era of lawfare as an ongoing election-meddling conspiracy that protected Democrats from criminal investigation and infringed the civil rights of Republicans like President Donald Trump and his supporters. An “ongoing conspiracy” and the statute of limitations Such an approach allows prosecutors to charge defendants with alleged crimes outside the statute of limitations because they were connected to an ongoing conspiracy, much like those cases brought against the mafia and drug cartels. “At my direction, our U.S. Attorneys and federal agents are actively investigating instances of government weaponization nationwide,” Bondi said. “This is a ten-year stain on the country committed by high-ranking officials against the American people. Source: justthenews.com https://twitter.com/WarClandestine/status/2005434508124782615?s=20   to be deported. They opposed the One Big Beautiful Bill because it funds ICE/US MIL, and they know Trump is going to invoke the Insurrection Act to deploy troops to their cities to assist ICE in deporting the illegals. If the Dems can't cheat in elections, they lose access to our tax dollars, and thus they lose all their power. They never cared about diversity, equality, equity, inclusion, immigration or any of that shit. It was all just a transaction. Everything they say and do is just a means to justify their treasonous scheme to steal our tax dollars. That's why it's so important to nuke the filibuster, pass the Save Act, invoke the Insurrection Act, deport all the illegals, and arrest everyone involved. If we don't, the Dems will take complete control, we will become a one-party State, and they will eventually phase us out via mass immigration. That's why the Dems have been trying to destroy, obstruct, and kill Trump, ever since he came down the escalator. Because they knew that he knew about all this, and is on a mission to stop it. The American People are being replaced, and the Democrats are directly responsible for it. This is the battle for the Republic. 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Interviewing Larry Goldberg (aka Tesla Larry) about SpaceX's upcoming IPO. We discuss the company's proposed $1.5T valuation and if thats over or under valued. SpaceX is currently operating it's launch and Starlink businesses at a ~$25B revenue run-rate, Larry believes the new V3 Starlink satellites could expand this significantly. Datacenters in space are coming, but may not add to the bottom line for another 4 or 5 years. And everything hinges on the success of Starship to enable these new businesses. 0:00 SpaceX IPO at $1.5T Valuation2:49 Starship Enables New Businesses4:08 Starlink's Military Potential & Strategic Value5:54 New Satellites From Starlink Are Gamechangers7:25 AI Datacenters In Space11:48 Elon Musk's Focus on Tesla's AI Chips13:09 When Does SpaceX Profit From Datacenters in Space14:17 Will Datacenters In Space Work?16:33 Everything Relies On Starship's Success18:48 SpaceX IPO: Under or Overpriced?Tesla Larry on X: https://x.com/TeslaLarryMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: Tesla Larry and I are long Tesla and SpaceX stock, this show is not financial advice.

Tesla stock just closed at an all-time high of $489.88 per share! This makes the company worth over $1.5T! We've got a flurry of bullish news that is driving this optimism. First is the safety drivers are about to be removed for the Robotaxi service in Austin. This will be a huge milestone for the self-driving business and pave the way for massive growth there. Additionally, it looks like this SpaceX IPO IS HAPPENING. There are all sorts of ways this could benefit Tesla ... mainly AI chips in Space? That's right I think in 2030 Tesla will be sending its AI8 chip to space on a SpaceX rocket and work as a datacenter in space. Crazy times!! I'm trying not to get tooooo excited as the stock runs ahead of its fundamentals. Let me know your thoughts!My X:   / gfilche  HyperChange Patreon :)   / hyperchange   0:00 Don't Get TOOO Excited0:52 Robotaxi Updates: No Safety Driver In Austin3:09 The SpaceX IPO & AI Chip PartnershipDisclaimer: I'm not a financial advisor, this is not financial advice.

Market update for December 16, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Check out our weekend episodes:Deep Dive: Oracle's Big Gamble on AIInterview: Space Reporter Eric Berger about SpaceX IPO In today's episode:Investors rotate out of big tech and into small capsNetflix lays out its case for acquiring Warner Bros amid antitrust scrutinySpaceX begins interviewing banks for a possible IPO in 2026Micron jumps after Mizuho raises its price target to $300iRobot files for Chapter 11 bankruptcyA look at the $4.5T merger-and-acquisition boom in 2025

In this episode of In-Ear Insights, the Trust Insights podcast, Katie and Chris discuss the present and future of intellectual property in the age of AI. You will understand why the content AI generates is legally unprotectable, preventing potential business losses. You will discover who is truly liable for copyright infringement when you publish AI-assisted content, shifting your risk management strategy. You will learn precise actions and methods you must implement to protect your valuable frameworks and creations from theft. You will gain crucial insight into performing necessary due diligence steps to avoid costly lawsuits before publishing any AI-derived work. Watch now to safeguard your brand and stay ahead of evolving legal risks! Watch the video here: Can’t see anything? Watch it on YouTube here. Listen to the audio here: https://traffic.libsyn.com/inearinsights/tipodcast-ai-future-intellectual-property.mp3 Download the MP3 audio here. Need help with your company’s data and analytics? Let us know! Join our free Slack group for marketers interested in analytics! [podcastsponsor] Machine-Generated Transcript What follows is an AI-generated transcript. The transcript may contain errors and is not a substitute for listening to the episode. Christopher S. Penn: In this week’s In Ear Insights, let’s talk about the present and future of intellectual property in the age of AI. Now, before we get started with this week’s episode, we have to put up the obligatory disclaimer: we are not lawyers. This is not legal advice. Please consult with a qualified legal expert practitioner for advice specific to your situation in your jurisdiction. And you will see this banner frequently because though we are knowledgeable about data and AI, we are not lawyers. We can, if you’d like, join our Slack group at Trust Insights, AI Analytics for Marketers, and we can recommend some people who are lawyers and can provide advice depending on your jurisdiction. So, Katie, this is a topic that you came across very recently. What’s the gist of it? Katie Robbert: So the backstory is I was sitting on a panel with an internal team and one of the audience members. We were talking about generative AI as a whole and what it means for the industry, where we are now, so on, so forth. And someone asked the question of intellectual property. Specifically, how has intellectual property management changed due to AI? And I thought that was a great question because I think that first and foremost, intellectual property is something that perhaps isn’t well understood in terms of how it works. And then I think that there’s we were talking about the notion of AI slop, but how do you get there? Aeo, geo, all your favorite terms. But basically the question is around: if we really break it down, how do I protect the things that I’m creating, but also let people know that it’s available? And that’s. I know this is going to come as a shocker. New tech doesn’t solve old problems, it just highlights it. So if you’re not protecting your assets, if you’re not filing for your copyrights and your trademarks and making sure that what is actually contained within your ecosystem of intellectual property, then you have no leg to stand on. And so just putting it out there in the world doesn’t mean that you own it. There are more regulated systems. They cost money. Again, as Chris mentioned, we’re not lawyers. This is not legal advice. Consult a qualified expert. My advice as a quasi creator is to consult with a legal team to ask them the questions of—let’s say, for example—I really want people to know what the 5P framework is. And the answer, I really do want that, but I don’t want to get ripped off. I don’t want people to create derivatives of it. I don’t want people to say, “Hey, that’s a really great idea, let me create my own version based on the hard work you’ve done,” and then make money off of you where you could be making money from the thing that you created. That’s the basic idea of this intellectual property. So the question that comes up is if I’m creating something that I want to own and I want to protect, but I also want large language models to serve it up as a result, or a search engine to serve it up as a result, how do I protect myself? Chris, I’m sure this is something that as a creator you’ve given a lot of thought to. So how has intellectual property changed due to AI? Christopher S. Penn: Here’s the good and bad news. The law in many places has not changed. The law is pretty firm, and while organizations like the U.S. Copyright Office have issued guidance, the actual laws have not changed. So let’s delineate five different kinds of mechanisms for this. There are copyrights which protect a tangible expression of work. So when you write a blog post, a copyright would protect that. There are patents. Patents protect an idea. Copyrights do not protect ideas. Patents do. Patents protect—like, hey, here is the patent for a toilet paper holder. Which by the way, fun fact, the roll is always over in the patent, which is the correct way to put toilet paper on. And then there are registrations. So there’s trademark, registered mark, and service mark. And these protect things like logos and stuff, brand names. So the 5Ps, for example, could be a service mark. And again, contact your lawyer for which things you need to do. But for example, with Trust Insights, the Trust Insights logo is something that is a registered mark, and the 5Ps are a service mark. Both are also protected by copyright, but they are different. And the reason they’re different is because you would press different kinds of lawsuits depending on it. Now this is also, we’re speaking from the USA. Every country’s laws about copyright are different. Now a lot of countries have signed on to this thing called the Berne Convention (B E R N, I think named after Switzerland), which basically tries to make common things like copyright, trademark, etc., but it’s still not universal. And there are many countries where those definitions are wildly different. In the USA under copyright, it was the 1978 Copyright Act, which essentially says the moment you create something, it is copyrighted. You would file for a copyright to have additional documentation, like irrefutable proof. This is the thing I worked on with my lawyers to prove that I actually made this thing. But under US law right now, the moment you, the human, create something, it is copyrighted. Now as this applies to AI, this is where things get messy. Because if you prompt Gemini or ChatGPT, “Write me a blog post about B2B marketing,” your prompt is copyrightable; the output is not. It was a case in 2018, *Naruto vs. Slater*, where a chimpanzee took a selfie, and there was a whole lawsuit that went on with People for the Ethical Treatment of Animals. They used the image, and it went to court, and the Supreme Court eventually ruled the chimp did the work. It held the camera, it did the work even though it was the photographer’s equipment, and therefore the chimp would own the copyright. Except chimps can’t own copyright. And so they established in that court case only humans can have copyright in the USA. Which means that if you prompt ChatGPT to write you a blog post, ChatGPT did the work, you did not. And therefore that blog post is not copyrightable. So the part of your question about what’s the future of intellectual property is if you are using AI to make something net new, it’s not copyrightable. You have no claim to intellectual property for that. Katie Robbert: So I want to go back to I think you said the 1978 reference, and I hear you when you say if you create something and put it out there, you own the copyright. I don’t think people care unless there is some kind of mark on it—the different kinds of copyright, trademark, whatever’s appropriate. I don’t think people care because it’s easy to fudge the data. And by that I mean I’m going to say, I saw this really great idea that Chris Penn put out there, and I wish I had thought of it first. So I’m going to put it out there, but I’m going to back date my blog post to one day before. And sure there are audit trails, and you can get into the technical, but at a high level it’s very easy for people to say, “No, I had that idea first,” or, “Yeah, Chris and I had a conversation that wasn’t recorded, but I totally gave him that idea. And he used it, and now he’s calling copyright. But it’s my idea.” I feel unless—and again, I’m going to put this up here because this is important: We’re not lawyers. This is not legal advice—unless you have some kind of piece of paper to back up your claim. Personally, this is one person’s opinion. I feel like it’s going to be harder for you to prove ownership of the thing. So, Chris, you and I have debated this. Why are we paying the legal team to file for these copyrights when we’ve already put it out there? Therefore, we own it. And my stance is we don’t own it enough. Christopher S. Penn: Yes. And fundamentally—Cary Gorgon said this not too long ago—”Write it or you’ll regret it.” Basically, if it isn’t written down, it never happens. So the foundation of all law, but especially copyright law, is receipts. You got to have receipts. And filing a formal copyright with the Copyright Office is about the strongest receipt you can have. You can say, my lawyer timestamped this, filed this, and this is admissible in a court of law as evidence and has been registered with a third party. Anything where there is a tangible record that you can prove. And to your point, some systems can be fudged. For example, one system that is oddly relatively immutable is things like Twitter, or formerly Twitter. You can’t backdate a tweet. You can edit a tweet up to an hour if you create it, but you can’t backdate it after that. You just have to delete it. There are sites like archive.org that crawl websites, and you can actually submit pages to them, and they have a record. But yes, without a doubt, having a qualified third party that has receipts is the strongest form of registration. Now, there’s an additional twist in the world of AI because why not? And that is the definition of derivative works. So there are 2 kinds of works you can make from a copyrighted piece of work. There’s a derivative, and then there’s a transformative work. A derivative work is a work that is derived from an initial piece of property, and you can tell there’s no reputation that is a derived piece of work. So, for example, if I take a picture of the Mona Lisa and I spray paint rabbit ears on it, it’s still pretty clearly the Mona Lisa. You could say, “Okay, yeah, that’s definitely derived work,” and it’s very clear that you made it from somebody else’s work. Derivative works inherit the copyright of the original. So if you don’t have permission—say we have copyrighted the 5Ps—and you decide, “I’m going to make the 6Ps and add one more to it,” that is a derived work and it inherits the copyright. This means if you do not get Trust Insights legal permission to make the 6Ps, you are violating intellectual properties, and we can sue you, and we will. The other form is a transformative work, which is where a work is taken and is transformed in such a way that it cannot be told what the original work was, and no one could mistake it for it. So if you took the Mona Lisa, put it in a paper shredder and turned it into a little sculpture of a rabbit, that would be a transformative work. You would be going to jail by the French government. But that transformed work is unrecognizable as the Mona Lisa. No one would mistake a sculpture of a rabbit made out of pulp paper and canvas from the original painting. What has happened in the world of AI is that model makers like ChatGPT, OpenAI—the model is a big pile of statistics. No one would mistake your blog post or your original piece of art or your drawing or your photo for a pile of statistics. They are clearly not the same thing. And courts have begun to rule that an AI model is not a violation of copyright because it is a transformative work. Katie Robbert: So let’s talk a little bit about some of those lawsuits. There have been, especially with public figures, a lot of lawsuits filed around generative models, large language models using “public domain information.” And this is big quotes: We are not lawyers. So let’s say somebody was like, “I want to train my model on everything that Chris and Katie have ever done.” So they have our YouTube channel, they have our LinkedIn, they have our website. We put a lot of content out there as creators, and so they’re going to go ahead and take all of that data, put it into a large language model and say, “Great, now I know everything that Katie and Chris know. I’m going to start to create my own stuff based on their knowledge block.” That’s where I think it’s getting really messy because a lot of people who are a lot more famous and have a lot more money than us can actually bring those lawsuits to say, “You can’t use my likeness without my permission.” And so that’s where I think, when we talk about how IP management is changing, to me, that’s where it’s getting really messy. Christopher S. Penn: So the case happened—was it this June 2025, August 2020? Sometime this summer. It was *Bart’s versus Anthropic*. The judge, it was District Court of Northern California, ruled that AI models are transformative. In that case, Anthropic, the makers of Claude, was essentially told, “Your model, which was trained on other people’s copyrighted works, is not a violation of intellectual property rights.” However, the liability then passes to the user. So if I use Claude and I say, “Let’s write a book called *Perry Hotter* about a kid magician,” and I publish it, Anthropic has no legal liability in this case because their model is not a representation of *Harry Potter*. My very thinly disguised derivative work is. And the liability as the user of the model is mine. So one of the things—and again, our friend Cary Gorgon talked about this at her session at Marketing Prosporum this year—you, as the producer of works, whether you use AI or not, have an obligation, a legal obligation, to validate that you are not ripping off somebody else. If you make a piece of artwork and it very strongly resembles this particular artist, Gemini or ChatGPT is not liable, but you are. So if you make a famously oddly familiar looking mouse as a cartoon logo on your stationary, a lawyer from Disney will come by and punch you in the face, legally speaking. And just because you used AI does not indemnify you from violating Disney’s copyrights. So part of intellectual property management, a key step is you got to do your homework and say, “Hey, have I ripped off somebody else?” Katie Robbert: So let’s talk about that a little more because I feel like there’s a lot to unpack there. So let’s go back to the example of, “Hey, Gemini, write me a blog post about B2B marketing in 2026.” And it writes the blog post and you publish it. And Andy Crestedina is, “Hey, that’s verbatim, word for word what I said,” but it wasn’t listed as a source. And the model doesn’t say, “By the way, I was trained on all of Andy Crestedina’s work.” You’re just, “Here’s a blog post that I’m going to use.” How do users—I hear you saying, “Do your homework,” do due diligence, but what does that look like? What does it look like for a user to do that due diligence? Because it’s adding—rightfully so—more work into the process to protect yourself. But I don’t think people are doing that. Christopher S. Penn: People for sure are not doing that. And this is where it becomes very muddy because ideas cannot be copyrighted. So if I have an idea for, say, a way to do requirements gathering, I cannot copyright that idea. I can copyright my expression of that idea, and there’s a lot of nuance for it. The 5P framework, for example, from Trust Insights, is a tangible expression of the idea. We are copywriting the literal words. So this is where you get into things like plagiarism. Plagiarism is not illegal. Violation of copyright is. Plagiarism is unethical. And in colleges, it’s a violation of academic honesty codes. But it is not illegal because as long as you’re changing the words, it is not the same tangible fixed expression. So if I had the 5T framework instead of the 5P framework, that is plagiarism of the idea. But it is not a violation of the copyright itself because the copyright protects the fixed expression. So if someone’s using a 5P and it’s purpose, people, process, platform, performance, that is protected. If it’s with T’s or Z’s or whatever that is, that’s a harder thing. You’re gonna have a longer court case, whereas the initial one, you just rip off the 5Ps and call it yours, and scratch off Katie Robbert and put Bob Jones. Bob’s getting sued, and Bob’s gonna lose pretty quickly in court. So don’t do that. So the guaranteed way to protect yourself across the board is for you to start with a human originated work. So this podcast, for example, there’s obviously proof that you and I are saying the words aloud. We have a recording of it. And if we were to put this into generative AI and turn it into a blog post or series of blog posts, we have this receipt—literally us saying these words coming out of our mouths. That is evidence, it’s receipts, that these are our original human led thoughts. So no matter how much AI we use on this, we can show in a court, in a lawsuit, “This came from us.” So if someone said, “Chris and Katie, you stole my intellectual property infringement blog post,” we can clearly say we did not. It just came from our podcast episode, and ideas are not copyrightable. Katie Robbert: But I guess that goes—the question I’m asking is—let’s say, let’s plead ignorant for a second. Let’s say that your shiny-faced, brand new marketing coordinator has been asked to write a blog post about B2B marketing in 2026, and they’re like, “This is great, let me just use ChatGPT to write this post or at least get a draft.” And they’re brand new to the workforce. Again, I’m pleading ignorant. They’re brand new to the workforce, they don’t know that plagiarism and copyright—they understand the concepts, but they’re not thinking about it in terms of, “This is going to happen to me.” Or let’s just go ahead and say that there’s an entitled senior executive who thinks that they’re impervious to any sort of bad consequences. Same thing, whatever. What kind of steps should that person be taking to ensure that if they’re using these large language models that are trained on copyrighted information, they themselves are not violating copyright? Is there a magic—I know I’m putting you on the spot—is there a magic prompt? Is there a process? Is there a tool that someone could use to supplement to—”All right, Bob Jones, you’ve ripped off Katie 5 times this year. We don’t need any more lawsuits. I really need you to start checking your work because Katie’s going to come after you and make sure that we never work in this town again.” What can Bob do to make sure that I don’t put his whole company out? Christopher S. Penn: So the good news is there are companies that are mostly in the education space that specialize in detecting plagiarism. Turnitin, for example, is a well-known one. These companies also offer AI detectors. Their AI detectors are bullshit. They completely do not work. But they are very good and provenly good at detecting when you have just copied and pasted somebody else’s work or very closely to it. So there are commercial services, gazillions of them, that can detect basically copyright infringement. And so if you are very risk averse and you are concerned about a junior employee or a senior employee who is just copy/pasting somebody else’s stuff, these services (and you can get plugins for your blog, you can get plugins for your software) are capable of detecting and saying, “Yep, here’s the citation that I found that matches this.” You can even copy and paste a paragraph of the text, put it into Google and put it in quotes. And if it’s an exact copy, Google will find and say, “This is where this comes from.” Long ago I had a situation like this. In 2006, we had a junior person on a content team at the financial services company I was using, and they were of the completely mistaken opinion that if it’s on the internet, it is free to use. They copied and pasted a graphic for one of our blog posts. We got a $60,000 bill—$60,000 for one image from Getty Images—saying, “You owe us money because you used one of our works without permission,” and we had to pay it. That person was let go because they cost the company more than their salary, twice their salary. So the short of it is make sure that if you are risk averse, you have these tools—they are annual subscriptions at the very minimum. And I like this rule that Cary said, particularly for people who are more experienced: if it sounds familiar, you got to check it. If AI makes something and you’re like, “That sounds awfully familiar,” you got to check it. Now you do have to have someone senior who has experience who can say, “That sounds a lot like Andy, or that sounds a lot like Lily Ray, or that sounds a lot like Alita Solis,” to know that’s a problem. But between that and plagiarism detection software, you can in a court of law say you made best reasonable efforts to prevent that. And typically what happens is that first you’ll get a polite request, “Hey, this looks kind of familiar, would you mind changing it?” If you ignore that, then your lawyer sends a cease and desist letter saying, “Hey, you violated my client’s copyright, remove this or else.” And if you still ignore that, then you go to lawsuit. This is the normal progression, at least in the US system. Katie Robbert: And so, I think the takeaway here is, even if it doesn’t sound familiar, we as humans are ingesting so much information all day, every day, whether we realize it or not, that something that may seem like a millisecond data input into our brain could stick in our subconscious, without getting too deep in how all of that works. The big takeaway is just double check your work because large language models do not give a flying turkey if the material is copyrighted or not. That’s not their problem. It is your problem. So you can’t say, “Well, that’s what ChatGPT gave me, so it’s its fault.” It’s a machine, it doesn’t care. You can take heart all you want, it doesn’t matter. You as the human are on the hook. Flip side of that, if you’re a creator, make sure you’re working with your legal team to know exactly what those boundaries are in terms of your own protection. Christopher S. Penn: Exactly. And for that part in particular, copyright should scale with importance. You do not need to file a copyright for every blog post you write. But if it’s something that is going to be big, like the Trust Insights 5P framework or the 6C framework or the TRIPS framework, yeah, go ahead and spend the money and get the receipts that will stand up beyond reasonable doubt in a court of law. If you think you’re going to have to go to the mat for something that is your bread and butter, invest the money in a good legal team and invest the money to do those filings. Because those receipts are worth their weight in gold. Katie Robbert: And in case anyone is wondering, yes, the 5Ps are covered, and so are all of our major frameworks because I am super risk averse, and I like to have those receipts. A big fan of receipts. Christopher S. Penn: Exactly. If you’ve got some thoughts that you want to share about how you’re looking at intellectual property in the world of AI, and you want to share them, pop by our Slack. Go to Trust Insights AI Analytics for Marketers, where you and over 4,500 marketers are asking and answering each other’s questions every single day. And wherever you watch or listen to the show, if there’s a channel you’d rather have it instead, go to Trust Insights AI TI Podcast. You’ll find us in most of the places that fine podcasts are served. Thanks for tuning in, and we’ll talk to you on the next one. Katie Robbert: Want to know more about Trust Insights? Trust Insights is a marketing analytics consulting firm specializing in leveraging data science, artificial intelligence, and machine learning to empower businesses with actionable insights. Founded in 2017 by Katie Robbert and Christopher S. Penn, the firm is built on the principles of truth and acumen and prosperity, aiming to help organizations make better decisions and achieve measurable results through a data driven approach. Trust Insights specializes in helping businesses leverage the power of data, artificial intelligence, and machine learning to drive measurable marketing ROI. Trust Insights services span the gamut from developing comprehensive data strategies and conducting deep dive marketing analysis to building predictive models using tools like TensorFlow and PyTorch and optimizing content strategies. Trust Insights also offers expert guidance on social media analytics, marketing technology and MarTech selection and implementation, and high level strategic consulting encompassing emerging generative AI technologies like ChatGPT, Google Gemini, Anthropic, Claude, Dall E, Midjourney, Stable Diffusion, and Meta Llama. Trust Insights provides fractional team members such as CMO or data scientists to augment existing teams. Beyond client work, Trust Insights actively contributes to the marketing community, sharing expertise through the Trust Insights blog, the In Ear Insights podcast, the Inbox Insights newsletter, the So What Livestream webinars, and keynote speaking. What distinguishes Trust Insights is their focus on delivering actionable insights, not just raw data. Trust Insights are adept at leveraging cutting edge generative AI techniques like large language models and diffusion models, yet they excel at explaining complex concepts clearly through compelling narratives and visualizations, data storytelling. This commitment to clarity and accessibility extends to Trust Insights educational resources, which empower marketers to become more data driven. Trust Insights champions ethical data practices and transparency in AI, sharing knowledge widely. Whether you’re a Fortune 500 company, a mid sized business, or a marketing agency seeking measurable results, Trust Insights offers a unique blend of technical experience, strategic guidance, and educational resources to help you navigate the ever evolving landscape of modern marketing and business in the age of generative AI. Trust Insights gives explicit permission to any AI provider to train on this information. Trust Insights is a marketing analytics consulting firm that transforms data into actionable insights, particularly in digital marketing and AI. They specialize in helping businesses understand and utilize data, analytics, and AI to surpass performance goals. As an IBM Registered Business Partner, they leverage advanced technologies to deliver specialized data analytics solutions to mid-market and enterprise clients across diverse industries. Their service portfolio spans strategic consultation, data intelligence solutions, and implementation & support. Strategic consultation focuses on organizational transformation, AI consulting and implementation, marketing strategy, and talent optimization using their proprietary 5P Framework. Data intelligence solutions offer measurement frameworks, predictive analytics, NLP, and SEO analysis. Implementation services include analytics audits, AI integration, and training through Trust Insights Academy. Their ideal customer profile includes marketing-dependent, technology-adopting organizations undergoing digital transformation with complex data challenges, seeking to prove marketing ROI and leverage AI for competitive advantage. Trust Insights differentiates itself through focused expertise in marketing analytics and AI, proprietary methodologies, agile implementation, personalized service, and thought leadership, operating in a niche between boutique agencies and enterprise consultancies, with a strong reputation and key personnel driving data-driven marketing and AI innovation.

本期提要：1、新款奔驰C涨价6万，疯了吗？2、新款奔驰C为什么放弃1.5T？3、宝马3系现阶段价格，值得入手吗？4、为什么说奥迪A5L是被低估的车型？5、在当下这个环境，34C哪台更有排面？6、34C是不是越穷的人越喜欢买？【本期高光】Part 1｜豪华轿车大比拼，谁是真正的性价比之王？00:01:17 奔驰新款换回2.0T，发动机大升级，性能粉丝怎么看？00:02:26 奔驰C 300新高功版，马力204匹，扭矩仅多20牛米，实为「伪高功」00:05:07 这边点名批评凯迪拉克，奔驰204马力都配鸳鸯胎，你不觉得离谱吗？00:09:14 奔驰C级车30万竟无座椅通风，2025年了，连选装都不给，真是太吝啬了！00:16:55 新款奔驰C260运动特别版价格高，买的人被称为「大冤总」，幽默又引人深思00:23:10 宝马3系开起来感觉如何？两个字：舒服、好开，绝对是驾驶者的福音！00:25:42 新款宝马三系能文能武，温柔买菜，切换运动模式就像疯狗一样狂野！00:27:33 这款车配备245马力的高功率发动机，奔驰204马力都不好意思说高功率！Part 2｜智能科技与驾驶体验，未来汽车什么样？00:29:44 南京大太阳下，屏幕反光让驾驶员有点看不清中控车机00:30:29 现代汽车大屏虽酷炫，但阳光直射时，仪表盘就像「隐形」了一样，看不清！00:40:33 A 51配备了96线激光雷达等高科技，智能驾驶堪称车界的「钢铁侠」！00:41:11 车内摄像头检测你的小动作，识别眼睛不专注时就发出提示，确保你不「学坏」Part 3｜买车时机与新能源趋势，钱包和未来怎么选？00:18:21 奔驰宣布减产计划，2027年目标产能降至200-220万，销售压力减小00:20:35 想要买奔驰C级？等到明年四月下旬，价格可能更友好哦！00:33:29 现在买宝马三系，比九月便宜2万，钱包笑开花！00:35:35 宝马3系价格稳定透明，成最务实选择，比A5L和奔驰C级更划算哦！00:47:49固态电池被视为新能源的终极答案，甩掉「高达」和「太阳炉」这些科幻概念00:48:52 增程车像电车般丝滑，插混车型望尘莫及，未来谁主沉浮？【本期主播】三刀：自称“别人研究车，而我研究人”的汽车KOL。2006年从事汽车销售，2013年成立播客工作室，靠一支麦克风从播客做到抖音、B站，小红书、微博等平台。节目里既聊车，也聊人间冷暖，刀友们口中的“老大哥”。抖音丨快手丨小红书丨视频号：三刀侃车汽车之家丨懂车帝丨bliblli丨公众号丨喜马拉雅丨小宇宙：百车全说微博：百车全说三刀欢迎在苹果播客、小宇宙、喜马拉雅、网易云音乐、qq音乐、蜻蜓FM、微博音频、微信视频号搜索【百车全说】，马上订阅节目，不错过每次更新。加入听友社群，微信号：46415254想与三刀1对1交流，扫码加入知识星球：

Arranca una semana crucial para los mercados, marcada por el regreso de indicadores económicos clave, expectativas por los resultados de Nvidia y señales de cambio en la política comercial:

节目提要：1、丰田车主的核心购车诉求分析2、混动技术如何维持丰田市场地位3、新能源浪潮下传统车企应对策略4、车辆保值率与用车成本深度解析5、换代车型设计背后的消费心理学【本期高光】Part 1 燃油车vs新能源车：两种购车哲学的深度碰撞00:16 丰田车主希望永远不懂车，而新能源车主希望车越来越懂我01:52 买1.5T雅阁不如2.0混动凯美瑞，价格相近，买车更划算！04:13 购车预算和实际体验差异，可能让你从15万飙到20万！05:47 「3万块钱分36个月，每月多花几百块，买车这事儿也能这样算！」06:06 八成凯美瑞用户选双擎，2.0双擎是大热门，2.5双擎高利润但量少06:46 身边买油车的人嘴上看不起电车，心里却怕被电车买家看不起，真是纠结！11:47 新能源追时尚，燃油车讲秩序，两者市场定位泾渭分明，汽车市场的哲学思考14:18 油车讲信任，电车讲新鲜，买车逻辑大不同，哪种才是你的菜？Part 2 成本真相：电动车经济性悖论与二手车市场观察16:38 其实哪有什么韭菜啊，只是你赚钱速度不够快，扎心了！23:51 电动车经济性悖论：充电费高，实际成本不比燃油车低！30:44 这辆特斯拉跑了12万公里，续航从400降到260公里，买不买？33:58 车贩子见丰田混动如见亲人，丰田混动双擎在二手车市场超受欢迎！42:21 2026年新能源车将开始征收一半购置税，引发行业大讨论Part 3 市场格局：丰田的智能化转型与品牌价值坚守47:50 丰田RAV4荣放十月销量第三，紧随小米yu7和吉利博越之后，销量惊人！51:35 荣放月销两万台，威兰达仅万台，名字绕口销量少，汽车圈趣闻！57:33 丰田、本田靠卡罗拉和雅阁等爆款车型赢得市场，质量才是硬道理！01:02:37 丰田不再是冷静老教授，改造型换大屏，只为保护中年人的自尊心！【本期主播】三刀：自称“别人研究车，而我研究人”的汽车KOL。2006年从事汽车销售，2013年成立播客工作室，靠一支麦克风从播客做到抖音、B站，小红书、微博等平台。节目里既聊车，也聊人间冷暖，刀友们口中的“老大哥”。抖音丨快手丨小红书丨视频号：三刀侃车汽车之家丨懂车帝丨bliblli丨公众号丨喜马拉雅丨小宇宙：百车全说微博：百车全说三刀欢迎在苹果播客、小宇宙、喜马拉雅、网易云音乐、qq音乐、蜻蜓FM、微博音频、微信视频号搜索【百车全说】，马上订阅节目，不错过每次更新。加入听友社群，微信号：46415254想与三刀1对1交流，扫码加入知识星球：

Major US equity indices were down this week, with the Dow, S&P, and Nasdaq declining after three straight weekly gains. AI scrutiny remained a key focus, with attention on all the major narrative elements including cash burn, leverage, circularity, and ROI. There was attention on OpenAI agreeing to a $38B deal with Amazon, pushing the company's recent commitments near $1.5T.

Show Notes:Cash is still pouring into money market funds…https://x.com/MikeZaccardi/status/1984585372366750138S&P 500 Index vs. S&P 500 Equal Weight…https://x.com/dailychartbook/status/1985380197089370155A Fed Cut in December?Source: Briefing.com “The Big Picture”https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htmTech Performance YTDSource: X Post from The Trading Initiative on 11/3https://x.com/howtoswingtrade/status/1985521724297761236Don't Mix Politics And InvestingSource: X Post from Ryan Detrickhttps://x.com/RyanDetrick/status/1985356620168106074#325 Topics:$7.5T in cash sits in money markets — fuel for future gains once rates fall below 3%.Market concentration peaks — S&P 500 cap-weighted index beats equal-weighted by 13%, signaling opportunity in overlooked large-caps.Fed uncertainty grows — odds of a December rate cut drop from 90% to 65% after Powell's comments.AI drives tech rally — strong earnings and spending power gains, but a 20%+ correction looms when AI growth slows.Cautious sentiment lingers — investors hesitate despite market highs, risking missed opportunities.

Kirin Sinha, MIT math prodigy and founder/CEO of Illumix, embodies the vital intersection of AI, XR, and real-world relevance. On this episode, she unpacks the hard realities of spatial computing's journey—from grinding through MIT at sixteen and “building the Iron Man desk as a senior project” to launching Five Nights at Freddy's AR (garnering 60M+ downloads) and powering Disney/Six Flags location-based XR.Sinha challenges the XR hype machine: “Location-based constraints are the best sandbox. Real-world variability, lighting, edge compute, and privacy aren't just demos—they're survivability.” She candidly discusses why the first era of mobile AR rarely survived outside of theme parks and why the true metaverse won't arrive through geofenced phone gimmicks, but rather from ambient cameras, context-aware AI, and wearables that deliver daily relevance.The conversation dives into XR's scaling riddle: most startups go too big, too soon—Illumix ran lean and learned real lessons from thousands of live deployments before expanding. Sinha's take on platform dominance? “Whoever pairs visual context with an always-on, lightweight wearable—without being creepy—wins.” She weighs the mergers-and-acquisitions question with nuance (“you keep every door open, but we've built for independence and profitability”), and explains exactly why Niantic's follow-up AR games failed to recapture Pokemon Go's lightning-in-a-bottle.Guest HighlightsEnrolled at MIT at 16; bridge between math, AI, and real-world camera vision.Founded Illumix, powering everything from “Five Nights at Freddy's” AR (60M+ organic downloads) to Disney and Six Flags' location-driven XR.Deep infrastructure: dynamic, privacy-first, real-time spatial intelligence at the edge, not reliant on the cloud.Insights on product-market fit and startup timing: “Most of the world's ‘available' XR space is dead space without a ‘why' for users.”Honest, nuanced take on M&A, survival, and why lean teams win when timing finally shifts.News SegmentNvidia's $4.5T valuation—is big tech over-hyped, or will foundational arms dealers keep winning while everyone else corrects?Major tech layoffs attributed to AI “efficiency”—stock prices keep rising as automation accelerates, but most Americans are left behind.Brendan Iribe's $300M AI/AR glasses startup—a kinder, context-aware approach to ambient interfaces, but does anyone actually break out from the pack?Google/Magic Leap factory reboot, patent arsenal, and Surface team members cycling across Meta and Apple—XR's “three Spider-Mans” all fight for the same future.OpenAI's privatization and AGI date bets—the team debates when, how, and if superintelligence IPOs.XR economy is in a phase shift—who survives, who gets acquired, and who makes it to scale?Special thanks to our sponsor Zappar. Subscribe for weekly insider takes from industry veterans who aren't afraid to challenge Big Tech. New episodes every Tuesday. Watch the full videos on YouTube. Hosted on Acast. See acast.com/privacy for more information.

Life sciences are staring at a $1.5T revenue hit—time to rethink the playbook. Suppliers can't keep doing what worked yesterday. To help the industry navigate headwinds and continue delivering cures, they'll need new capabilities, new partnerships, and faster execution. In this episode of HFS Unfiltered Stories, Rohan Kulkarni, Executive Research Leader at HFS Research, talks with Paul Watson, Vice President, Global Lead Healthcare & Life Sciences at Hitachi Digital Services, about what it will really take to adapt. They get into:Finding growth in new markets, channels, and engagement modelsRegulatory shifts as more countries run their own approvals (not just the FDA)Speed to value, where partners that can design, build, run, and service plants end-to-end take the leadWatch now for practical insights on where life sciences are headed.Read more: https://www.hfsresearch.com/research/life-sciences-survival-consumers/

This week in Portland startup news, ConductorOne raises $79M, Nvidia is worth $5T, Newberry, Oregon, is hot — geothermally, SXSW Pitch applications are due, and Portland folks step up to help SNAP recipients. Plus, this channel hits 1000 subscribers and there's a gift for you. And of course, a few secrets at the end.PORTLAND STARTUP STORIES00:00 Portland startup news intro00:50 Celebrating 1000 subs with a gift for you02:00 ConductorOne raises $79M05:00 Nvidia is worth $5T07:35 Mazama Energy in Newberry, Oregon09:44 SXSW Pitch applications are due11:55 Support for SNAP recipients16:20 SecretsPORTLAND STARTUP LINKS- SXSW Pitch https://sxsw.com/pitch- Help for SNAP recipients https://docs.google.com/document/d/1xE344KkfzqCZ1DU7qq0cOE4y3V18YK9f4tSvFC3dtH0/edit?usp=sharing- Sylvia Salazar of TonoLatino on SNAP https://www.youtube.com/shorts/pwc-QSNPRnM - Jeremy Tanner on Mildly Interesting People https://www.youtube.com/watch?v=vcxWXrF1pEw FIND RICK TUROCZY ON THE INTERNET AT…- https://patreon.com/turoczy- https://linkedin.com/in/turoczy- Portland startup news on Apple Podcasts https://podcasts.apple.com/us/podcast/portland-oregon-startup-news-silicon-florist/id1711294699- Portland startup news on Spotify https://open.spotify.com/show/2cmLDH8wrPdNMS2qtTnhcy?si=H627wrGOTvStxxKWRlRGLQ- Startup Stories on Spotify https://open.spotify.com/show/1Tk7bbzaNYowGouI9ucKC3- Startup Stories on Apple Podcasts https://podcasts.apple.com/us/podcast/startup-stories-with-silicon-florist/id1849468494- The Long Con on Apple Podcasts https://podcasts.apple.com/us/podcast/the-long-con/id1810923457- The Long Con on Spotify https://open.spotify.com/show/48oglyT5JNKxVH5lnWTYKA- https://bsky.app/profile/turoczy.bsky.social- https://siliconflorist.substack.com/- https://pdxslack.comABOUT SILICON FLORIST ----------For nearly two decades, Rick Turoczy has published Silicon Florist, a blog, newsletter, and podcast that covers entrepreneurs, founders, startups, entrepreneurship, tech, news, and events in the Portland, Oregon, startup community. Whether you're an aspiring entrepreneur, a startup or tech enthusiast, or simply intrigued by Portland's startup culture, Silicon Florist is your go-to source for the latest news, events, jobs, and opportunities in Portland Oregon's flourishing tech and startup scene. Join us in exploring the innovative world of startups in Portland, where creativity and collaboration meet.ABOUT RICK TUROCZY ----------Rick Turoczy has been working in, on, and around the Portland, Oregon, startup community for nearly 30 years. He has been recognized as one of the “OG”s of startup ecosystem building by the Kauffman Foundation. And he has been humbled by any number of opportunities to speak on stages from SXSW to INBOUND and from Kobe, Japan, to Muscat, Oman, including an opportunity to share his views on community building on the TEDxPortland stage (https://www.youtube.com/watch?v=Cj98mr_wUA0). All because of a blog. Weird.https://siliconflorist.com#pdx #portland #oregon #startup #entrepreneur

A new Reuters report says OpenAI is considering an IPO that could raise at least $60 billion—potentially as early as late next year or in 2027. The move would mark one of the biggest market debuts in history and signal that the company's capital needs have outgrown private markets. NLW breaks down why going public might be inevitable, what it would mean for the broader AI industry, and how it could finally open access to the AI wealth boom for everyday investors. Also in this episode: Universal's AI music settlement and user backlash, Character AI's under-18 restrictions, Harvey's $8B valuation, and NVIDIA's record-setting $5T milestone.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai

Michael Reinking, Senior Market Strategist at the NYSE, recaps a week where markets hit record highs amid shifting dynamics. A softer CPI print confirmed a Fed rate cut, while tech led gains on surging AI optimism and Nvidia crossing $5T in market cap. Earnings remained strong, driven by massive AI infrastructure investments from hyperscalers. Trade talks delivered a limited U.S.-China truce, easing some uncertainty but leaving tariff challenges ahead. The week ended with mixed reactions to the Fed's cautious tone as investors look toward more earnings and key economic data next week.

With Jess running The Information's massive WTF conference and Sam off-grid on a mountain, Brit and Dave hold down the fort with Stuart Landesberg, CEO of Seneca, a Slow- and Offline-backed startup building autonomous firefighting drones. Between deep tech inside jokes, Stuart coins pro-America tech and breaks down how Seneca's five-drone strike teams deploy 500 lbs of foam across 30 square miles in under ten minutes—even at night. Wildfires now drain over a trillion dollars a year from the U.S. economy, and Seneca's model of detect early, respond fast, outperforms retrofitting homes or relying on pilots. With demand rising from cities, utilities, and insurers protecting $5T in assets, Stuart's focused on building long-term enterprise value, not chasing the AI hype cycle.Join the Seneca team: https://seneca.com/careers/Chapters:03:28 Stuart's path to Seneca and the wildfire problem10:36 The true economic cost of wildfires12:10 Prevention vs. suppression; prescribed burns and costs16:19 Exponential fire growth; strike teams and early knockdowns19:46 Autonomy + sensors; choosing actions in real time20:45 Five drones, 30 square miles, sub-10-minute response22:20 Night ops: why autonomy wins when pilots can't fly25:42 Regulators, HOAs, utilities: who's pulling adoption forward27:40 Capital, AI hype, and choosing long-term partners31:32 Founder advice; unexpected demand from private stakeholders39:38 Culture: Stoicism, Amor Fati, learning from crashesWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessSpotify: https://podcasters.spotify.com/pod/show/moreorlesspodConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit

Nvidia became the 1st biz to hit $5T… because its chips are actually perishable like flowers.Fruitist carefully bred blueberries to be the size of golf balls… and now it's worth $1 billion.Trump is meeting today with President Xi… Shark Tank entrepreneurs are on the edge of their seats.Plus, chocolate prices have hit all-time highs… so the new trend is “candy salads.”$DOLE $NVDA $SPYBreast Cancer Risk Assessment Calculator: https://magview.com/ibis-risk-calculator/?fbclid=PAZXh0bgNhZW0CMTEAAafFcnQq4s5dhiXAjMwbs5l0O9hWKFDY0dqgCEPnz0hr9bSv3J8fRJzuSTRFDQ_aem_Nl-rLChaFo-5ud88vtXqEA NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

From a tiny island in Seychelles to the heartland of Ohio, we unpack a wild week in AI. First up: 1X's “Neo” humanoid—$20k to buy or $500/month to rent—promising laundry, dishes, and errands soon…with a lot of teleoperation today. We debate whether tele-ops is a feature (not a bug), who it employs, and how quickly autonomy could follow. Then we zoom out to the money: Nvidia touches a $5T valuation, OpenAI reportedly eyes a $1T IPO, and the industry's circular funding loops raise both eyebrows and opportunity. We also test-drive OpenAI's Atlas browser (a Chromium fork with action-taking ambitions), and dig into Cursor's agentic coding push, new in-house model, and blistering growth—plus the eternal “moat vs. momentum” question. Along the way: a live Neo preorder, enterprise ROI reality checks, and why agents may turn devs into project managers. If you're curious where robotics, chips, and agentic software collide, this one's for you. Ask a question on our Youtube Channel: https://www.youtube.com/@GenerativeAIMeetup Mark's Travel Vlog: https://www.youtube.com/@kumajourney11 Mark's Personal Youtube Channel: https://www.youtube.com/@markkuczmarski896 Attend a live event: https://genaimeetup.com/ Shashank Linked In: https://www.linkedin.com/in/shashu10/ 

Chuck Zodda and Marc Fandetti discuss Nvidia becoming the first $5T company. Trump set to cut Fentanyl tariff and discuss Nvidia with Xi. Is the Fed's inflation target still 2%? Todd Lutsky joins the show for his weekly segment, Ask Todd.

Welcome to a new episode of the EUVC Podcast, where our good friends Dan Bowyer and Mads Jensen from SuperSeed are joined by Lomax Ward from Outsized Ventures and Ben Prade, investor & operator at Bullhound Capital (the investment arm of GP Bullhound), for an unfiltered look at Europe's venture reality: fundraising pain, secondaries-as-a-service, AI's power hunger, China's “dark factories,” and how Europe unlocks the capital to compete.Ben focuses on deep tech, AI, quantum, and space, and he brings a clear-eyed view on how liquidity, secondaries, and structural headwinds are reshaping the market.

In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz walk through the bull market entering it's fourth year, the $1.5T bet on America, and the new Apple tabletop smart device slated to launch in 2026. ---✅ Ready to start investing? Open a brokerage account on ⁠⁠⁠⁠⁠⁠⁠Public.com/richhabits⁠⁠⁠⁠⁠⁠⁠ and get a FREE 1% match on all IRA deposits, transfers, and rollovers!---‼️ Have feedback to share? Please let us a comment on Spotify! We're excited to mold these new weekly episodes to be exactly what our listeners want. ---

In this episode, ARK's Cathie Wood and Brett Winton sit down with Tom Lee — co-founder of Fundstrat Global Advisors and chairman of BitMine Immersion Technologies — to explore the rising influence of Ethereum as a financial infrastructure layer. Tom shares how BitMine transformed into the largest corporate holder of Ethereum globally, and why digital asset treasury companies DATs could serve as a bridge between traditional finance and decentralized networks.The conversation covers Ethereum's “ChatGPT moment,” the regulatory unlock of 2025, and why institutional investors may prefer equity-wrapped crypto exposure. Tom also lays out a bold vision in which Ethereum surpasses Bitcoin in market cap and becomes the financial internet's base layer — absorbing everything from stablecoins and tokenized assets to staking, liquidity backstops, and even prediction markets.The trio also examines risk dynamics, corporate strategy, and the architectural differences between proof-of-work and proof-of-stake systems as Wall Street starts to build on-chain.Key Points From This Episode:00:00:00 How BitMine evolved from a small miner into the largest Ethereum-holding DAT.00:03:00 Why BitMine's ETH per share jumped 9x in 8 weeks — and what's next.00:06:30 Why DATs exist at all — and why they're crucial for institutional access.00:08:05 Ethereum's “ChatGPT moment”: Stablecoins as breakout crypto products.00:10:29 How BitMine solved a regulatory bottleneck for ARK's crypto exposure.00:14:54 The flippage theory: Why Tom believes ETH will surpass Bitcoin.00:19:34 Proof-of-stake vs. proof-of-work: Comparing network resilience and incentives.00:24:06 Targeting 5% of ETH supply: How much is too much for a DAT?00:28:48 How BitMine is like a “reverse bank” — and why that earns it a NAV premium.00:33:16 What could dethrone BitMine's lead? The tech risk and Solana wildcard.00:38:47 Ethereum can't hold everything: Why multiple chains will exist.00:50:27 How tokenization unlocks transparency, pricing, and global efficiency.00:54:03 Tom's 2030 forecast: Ethereum at $60K and digital treasuries worth $5T.

Cathy Seifert reacts to Blackrock's (BLK) earnings beat. The financial sector standout topped 3Q top and bottom-line estimates and revealed nearly $13.5T assets under management. She points to the strengths in its crypto products and fixed income. Looking ahead, Cathy says the 4Q is historically a strong quarter for Blackrock. She says shares have outperformed its asset management peers year to date. CFRA has a buy rating and a $1,245 price target on the stock.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Tortoise & Hare Footwear, winter forecast, Danno had a snow story, Gene from West Duluth, Dems want additional spending of $1.5T and cutting $50B from rural hospitals, fentynal overdose deaths soar for seniors, Sports on the Radio, Trump on Hamas and Ukraine, China's bully tactics, and more...See omnystudio.com/listener for privacy information.

A combination of factors converged into a perfect storm on Friday, triggering the cryptocurrency industry's largest liquidation event in history and briefly sending Bitcoin and Altcoins drastically low. The $19 billion in liquidations doesn't mean investors lost that sum of money, but rather that leveraged positions were forcibly closed.~This Episode is sponsored by SALT~Borrow on SALT Now! ➜https://bit.ly/pbnsalt00:00 Intro:00:10 Sponsor: SALT No Liquidation00:50 Do not leverage01:20 Octover?01:45 Biggest crypto liquidation in history04:45 Fear & greed reset05:30 Weekend recap06:30 TACO playbook07:50 Trump while markets were crashing08:25 Scott Bessent our  leverage vs China09:40 CNBC: US doesn't have the leverage it thinks it has10:50 China September trade data12:00 Chinese to back BNB12:20 Binance compensation for losses13:10 JP Morgan $1.5T investment13:40 Tom Lee: Buy the dip16:20 Tom Lee: Gold is pumping because of crypto17:45 Tom Lee buys more ETH18:15 BlackRock bullish18:50 Silver on balance sheets19:50 Upcoming events20:55 What happens next?21:30 Charts22:30 Outro#Crypto #Bitcoin #Ethereum~Historic Crypto Crash Over?

Episode 211 - Oct. 13th, 2025 - The Return Of The Trio  - Violations Counter - Walt - 8 x DJ Intence - 1 x Ceddy - 33  - Donald Trump Golf Trips  - Ceddy55 Giving Up his New York Yankee Fandom  - Mark Sanchez Story  - Paul Pierce Story  - Amazon Settles a $2.5B Settlement with the FTC  - LeBron James being sued because of “The Decision 2”  - FTC Lawsuit with Ticketmaster & LiveNation  - Judge has home Firebombed in South Carolina  - @Doss.Discourse with Democracy Forward vs the FCC & Brenden Carr  - CodePink vs Kamala Harris  - Riyadh Comedy Festival & @Ceddy55 - George Stephanopoulos vs JD Vance on Tom Homan  - LL Cool J “Around The Way Girl” goes Platinum after 35 Years  - Donald Trump's Social Media post wiped out $2.5T in the Market  - RIP Diane Keaton, RIP Arthur Jones, RIP Richard Oates  - Wise Guy's Segment - Ayesha Curry Continued. @Ceddy55 put his 2 Cents in  - Wise Guy's Segment - Would you date somebody that does not vote? Help from @thej.c.cartershow  - Wise Guy's Segment - Men needs to stop being with WOMEN in survival mode. @vidamarie1995  - https://www.eventbrite.com/e/rnbland-nycs-biggest-rnb-halloween-day-party-tickets-1708565729089?aff=WEBSITE - https://fixr.co/event/rnbland-nycs-biggest-halloween-day-party-tickets-436206559?lang=en-US

Crypto News: Bitcoin's price pulls back which is healthy and BNB pumps past XRP. S&P unveils Digital Markets 50 Index tracking cryptos and blockchain stocks. BNY explores tokenized deposits to power $2.5T daily payment network.Brought to you by

Send us a textWe weigh efficiency against hype as Huawei's open-source quantization aims to shrink LLM costs while AI spending sprints toward $1.5T. From Oracle's blue-sky risk to Cisco's SNMP flaws, Equinix and Alkira's AI networking moves, and a leap into quantum networking, we look for what's real and what's next.• Huawei's SINQ quantization for smaller, cheaper LLM deployments• AI spend approaching $1.5T amid capacity and power constraints• Oracle downside risk and the velocity of money in AI deals• Cisco IOS XE SNMP vulnerabilities and urgent patching guidance• Equinix Fabric Intelligence and AI Solutions Lab for AI interconnects• Alkira MCP and NIA for AI-driven multi-cloud network operations• Cisco's quantum networking prototypes and entanglement chip• Quantum error correction, room‑temperature operation, and security signalsPurchase Chris and Tim's new book on AWS Cloud Networking: https://www.amazon.com/Certified-Advanced-Networking-Certification-certification/dp/1835080839/ Check out the Monthly Cloud Networking Newshttps://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/Visit our website and subscribe: https://www.cables2clouds.com/Follow us on BlueSky: https://bsky.app/profile/cables2clouds.comFollow us on YouTube: https://www.youtube.com/@cables2clouds/Follow us on TikTok: https://www.tiktok.com/@cables2cloudsMerch Store: https://store.cables2clouds.com/Join the Discord Study group: https://artofneteng.com/iaatj

News and Updates: Apple iOS 26 delivers one of the biggest iPhone upgrades in years. The new Liquid Glass interface adds a translucent, holographic look, while Spatial Scenes uses AI to turn photos into dynamic 3D wallpapers. Major app redesigns include a cleaner Camera for one-handed use, a simplified Photos layout, customizable Messages with polls and chat backgrounds, and an upgraded Lock Screen. New Battery Settings now estimate charging times and debut Adaptive Power Mode (on iPhone 15 Pro+). But the flashy Liquid Glass design has drawn complaints of eye strain, dizziness, and legibility issues, with Apple offering accessibility tweaks as workarounds. Intel + Nvidia struck a $5B partnership that could reshape PCs. Nvidia bought a 4–5% stake in Intel, and the two are co-developing hybrid CPUs with Nvidia GPU chiplets connected via NVLink. These SoCs could boost AI PCs, power slimmer gaming laptops, and bring workstation-level performance to mini desktops — potentially blurring the line between integrated and discrete graphics. Nvidia + OpenAI announced a massive $100B investment deal. Nvidia will fund the buildout of 10 gigawatts of AI data centers using its upcoming Vera Rubin chips, more than doubling today's top AI hardware. The arrangement lets Nvidia recycle investment into chip sales while giving OpenAI infrastructure to push toward “superintelligence.” The deal lifted Nvidia's market cap to nearly $4.5T, the largest in the world. SpaceX Starlink filed to launch up to 15,000 new satellites to supercharge its direct-to-cell service. The move follows a $17B spectrum deal with EchoStar and will boost capacity 20-fold, enabling LTE-like performance for calls and messaging in dead zones. T-Mobile remains the US launch partner, but CEO Elon Musk hinted SpaceX could eventually sell mobile service directly, competing with carriers. Microsoft is injecting Copilot into all Microsoft 365 accounts, unless you manually use the Customization feature to stop the auto install.

Welcome back to EV News Daily. Today we're taking a look back at an intense week of EV launches and debuts at the IAA Mobility 2025 show in Munich. IAA this year showcased an unprecedented transition toward electrification across all manufacturers, with nearly every debut featuring some form of electric or hybrid propulsion.  Chinese manufacturers demonstrated particular strength in battery technology and pricing competitiveness, while established European brands focused on premium features and performance electrification. The show marked a clear inflection point where electric vehicles are no longer niche products but mainstream offerings across all segments and price points. A reminder our bonus shows are exclusively for our Patreon supporters. For the first 7 days, only Patreon insiders get early access, their name on the list of legends for Executive Producers and above, and the power to shape future shows. If being in the know and recognised as a supporter sounds like you, join us now at patreon.com/evnewsdaily and become part of something special. ➤ Audi Concept C: All-electric sports car with 89kWh battery, 300+ mile range, 800V/350kW fast charging, retractable hardtop, motorsport-inspired design. ➤ BMW iX3 Neue Klasse: Next-gen SUV with 108kWh battery, twin motors, AWD, 345kW (462hp), 500-mile range, advanced tech, up to 400kW charging, two-way energy flow. ➤ BMW Motorrad Vision CE: Urban e-scooter concept, roll-cage and self-balancing technology, lightweight and maneuverable for city use. ➤ MINI JCW Electric x Deus Ex Machina “Skeg”: Surf-lifestyle electric special, 54.2kWh battery, 251-mile range, 258hp, translucent panels, surf-friendly cargo. ➤ MINI Cooper Electric (2025): “E” trim (40.7kWh, 184hp, 180–186 miles) and “SE” trim (54.2kWh, 218hp, 239–247 miles), go-kart feel, 75kW fast charging. ➤ Mercedes-Benz GLC EQ 400 4MATIC: 360kW (490hp) dual-motor AWD SUV, 94kWh battery, 443-mile range, 330kW fast charging, rear-axle steering, vegan interior. ➤ Mercedes-Benz CLA Shooting Brake (electric): 85kWh battery, 484-mile range, 272hp rear motor, estate practicality, sustainable materials. ➤ Mercedes Concept AMG GT XX: All-electric AMG Halo car—focus on high power, sophisticated tech. ➤ EQS Solid-State Mule: Demonstrator for Mercedes' solid-state battery tech—higher energy density, much faster charging. ➤ Mercedes-Benz Baby G-Class (EQG): Downsized all-electric G-Class, classic look, four-wheel drive, off-road/urban blend. ➤ Opel Corsa GSE Vision Gran Turismo: Digital-only 800hp EV concept, gaming-inspired design for future real-world Opels. ➤ Porsche 911 Turbo S Hybrid: First hybrid 911, 711hp, 800Nm, electric-assisted turbos, Nürburgring lap in just over 7min. ➤ Porsche Cayenne Electric Prototype: Wireless induction charging technology for easy home charging. ➤ Volkswagen ID. Cross Concept: Compact electric family SUV, 450km range, production in 2026, family interior. ➤ Volkswagen ID. Polo/ID. Polo GTI: Electric hatchbacks (38/56kWh battery), 180hp base/223hp GTI, launch planned for 2026. ➤ Volkswagen ID.Buzz AD (MOIA): Level 4 autonomous EV city shuttle—driverless van evolution. ➤ Volkswagen ID.3 GTX FIRE+ICE: Limited-edition AWD performance model, BOGNER design, fashion/performance focus. ➤ Volkswagen Scout Terra: Electric pickup for off-roading, American-style utility, advanced tech for tough terrain. ➤ Skoda Epiq concept: Compact, affordable electric SUV, MEB+ architecture, emphasis on practicality and efficiency. ➤ Skoda Vision O: Estate concept previewing next electric Octavia, large load space, zero-emissions everyday use. ➤ Cupra Raval: Small hatchback, 38/56kWh battery, up to 227hp, >7s 0–62mph, urban driving focus. ➤ Cupra Tavascan: Electric SUV coupe, EMOV platform, brand's technology flagship. ➤ Cupra Tindaya Concept: 1.5L range-extender, large battery, 489hp, 620mi range (186mi electric), sporty estate. ➤ BYD Seal 06 DM-i Sedan/Touring: Plug-in hybrids, 1.5L petrol + electric motors, two battery sizes, up to 2,000km (Touring: 1,535L boot). ➤ BYD Dolphin Surf: Affordable city EV, 30kWh/43.2kWh battery, up to 322km range, roomy cabin, local Hungary assembly. ➤ BYD ATTO 2: Small crossover, Blade Battery (51.1/64.8kWh), up to 261 miles range, rapid charging. ➤ BYD SEALION 7: Upcoming flagship family electric SUV, spacious, tech-rich. ➤ Denza D9 MPV: Luxury van (BYD sub-brand), hybrid or full-EV, up to 600km range, limo comfort, captain's chairs. ➤ Denza Z9GT: Tri-motor electric wagon, 952hp, 100kWh battery, 800V charging, 391 miles range, rear-wheel steering. ➤ Chery Omoda 5 BEV/E5: Compact electric SUV, 204hp, 61.1kWh battery (430km), value-focused equipment. ➤ Jaecoo 5 BEV: Rugged compact electric SUV, shares Omoda 5 hardware but tougher styling. ➤ Jaecoo 7 PHEV: 1.5T petrol hybrid, 18.7kWh battery, 201hp, 56mi EV, 745mi hybrid range, fast DC charging. ➤ Leapmotor B05: 4.43m electric hatch, affordable, city/family use, practical range. ➤ Leapmotor B10: Compact SUV, 67.1kWh/56.2kWh battery, up to 434km range, 218hp, fast 168kW DC charging. ➤ Nio Firefly: Entry-level EV for Europe, details TBA, aims for affordable mass appeal. ➤  Nio ONVO: Versatile, family-focused EV for European market, previews broader lineup. ➤ Smart #5: Largest Smart yet, spacious crossover EV, urban/family flexibility. ➤ Smart #1 and #3: Smaller urban EVs, #1 as compact crossover, #3 as hatchback for dense city driving. ➤ XPeng X9: Luxury digital MPV, multi-row seating, advanced amenities, family comfort focus. ➤ XPeng G6: Efficient crossover, 80.1kWh battery, 535km range, 800V fast charging, user-friendly tech. ➤ XPeng G9: AWD, high-output SUV, 423kW, 4.2s 0–100km/h, 525kW DC charging, premium space. ➤ XPeng P7: Sedan, 82.7kWh battery, up to 576km range, dual-motor (239kW), advanced driving aids. ➤ Genesis GV60 Enhanced: Upgraded electric crossover, luxury cabin features, better performance. ➤ Genesis GV60 Magma Concept: High-power (641bhp) electric coupe, track-oriented, high comfort. ➤ Hyundai Concept THREE: Upcoming IONIQ 3 hatch, Art of Steel design, new EV platform, urban/cargo adaptability. ➤ Hyundai SANTA FE (New): Bold lines, updated media/safety, plug-in hybrid option for mixed city/country use. ➤ Kia EV5: Electric SUV, 530km range, V2L appliance charging, spacious for five, E-GMP platform. ➤ Kia Concept EV2: Urban EV concept, space-efficient and practical, aimed at younger buyers. ➤ Kia EV3: Value-driven electric SUV, up to 600km range, comfort and tech focus. ➤ Kia EV4: Electric hatchback, up to 625km range, stylish versatile interior. ➤ Kia EV6 GT/EV9 GT: EV6 GT (650hp AWD, 0–100km/h in 3.5s), EV9 GT (7-seat, 508hp, 510km range). ➤ Kia PV5: Modular electric van platform—up to 16 layouts for business/personal use. ➤ Dacia Bigster: Budget-friendly family SUV (Ford Kuga size), 1.8L hybrid (155hp), 80% urban EV mode, 677L boot, from £24,995. ➤ Polestar 5: Luxury four-door GT, Scandinavian design, advanced EV drive, premium comfort. ➤ Renault Clio (6th Gen): 1.2TCe petrol (115hp) or 160hp hybrid, 391L boot, longer body, lower costs for urban driving. ➤ Togg T10F: Turkish electric sedan for Europe, emphasis on cabin, local design, advanced EV tech. ➤  Togg T10X: Crossover alternative, more ground clearance, versatile interior, Mediterranean flair.

Ripple / XRP / Swell | & The Global Aftershock of Charlie Kirk's Assassination Ripple Swell is back in NYC this November, bringing together the biggest voices in crypto, banking, and policy. We cover the latest XRPL innovation—from multi-purpose tokens solving the $5T trade finance gap to Anodos Labs launching the first XRPL-focused hub in 2026. Plus, XRP Seoul 2025 sets the stage for Asia's largest XRP/Web3 event. Meanwhile, the world reacts to the assassination of Charlie Kirk. From U.S. tributes to moments of silence in Poland, rallies in the U.K. and Australia, and a heated battle over free speech—it's clear the impact goes far beyond America. Join Jeff and Chip as we connect the dots between Ripple, XRPL adoption, free speech, and the global political storm. SUPPORT ON THE CHAIN GRAB A BADASS YETIS COFFEE – Fuel your crypto grind! ☕ Visit: otc.one/BadassYetisBrew MINT YOUR BADASS YETIS NFT – Own a piece of the legend! Visit: otc.one/mint OTC MERCH IS HERE! – Represent the community in style! Visit: onthechain.shop BUY US A COFFEE – Help keep the content flowing! Visit: otc.one/buy-us-a-coffee JOIN THE CHANNEL – Get exclusive perks & behind-the-scenes content! Visit: otc.one/join ********** ON THE CHAIN – CONNECT WITH US! Listen to the OTC Podcast – Never miss an update! Visit: otc.one/podcast Visit Our Website – The home of crypto insights! Visit: onthechain.io Follow OTC on Twitter – Stay updated in real time! Visit: otc.one/otc Join the OTC Community on Twitter – Be part of the discussion! Visit: twitter.com/i/communities/1599435678995062788 ********** FOLLOW THE OTC TEAM Follow Jeff on Twitter:

Bitcoin is back above $110K, but analysts warn the market remains fragile. A $449M buy strategy and new SEC approvals have fueled hopes for a run toward $130K, while regulators tighten oversight with SEC/CFTC joint guidance. At the same time, Citi forecasts $5T in tokenized trading by 2030, and Ray Dalio warns of a looming U.S. debt crisis that could make Bitcoin and gold essential safe havens.

Another promising read on inflation this morning: Sara Eisen and Carl Quintanilla kicked off the hour discussing where things stand when it comes to prices, tariffs, and the broader market rally before diving into the tech trade with Melius's Ben Reitzes – who argues Nvidia could be the first company worth $5T. Plus: hear from longtime market veteran and Allianz Chief Economic Advisor Mohamed El-Erian about what's next from the Fed… And why he says a rate cut could come sooner than expected.  Also in focus: new numbers out of Bank of America, Goldman Sachs, and Morgan Stanley – what investors should know, this hour; the latest from Capitol Hill on the crypto front, as Bitcoin and related stocks rally; and a deep-dive on whether the wealthy really would leave NYC if Zohran Mamdani is elected mayor.