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Our 249th episode with a summary and discussion of last week's big AI news!Recorded on 06/17/2026Note: work has kept me from publishing episodes promptly, apologies! I'll get back on schedule soon.Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:Anthropic cut off access to Fable 5 and Mythos 5 after a US government order tied to alleged jailbreaks, prompting debate over inconsistent policy, export controls, and the practicality of preventing jailbreaks.SpaceX completed an IPO at a roughly $1.75T valuation and then moved to acquire AI coding startup Cursor for $60B, positioning xAI with Cursor's talent, data, and product to compete more effectively in coding.Infrastructure and business updates include Anthropic pursuing direct US data center leases backed by Google, leaked documents showing OpenAI's revenue growth alongside large losses, and chatbot market share shifting with ChatGPT below 50% as Gemini and Claude gain.Projects and policy highlights include OpenRouter's Fusion multi-model synthesis, new open releases from Moonshot, Qwen, and NVIDIA, DOJ support for xAI's unpermitted gas turbines in Memphis, and a Munich court ruling Google liable for false AI Overview statements.Timestamps (note - these don't take into account dynamically inserted ads and therefore may be off by a couple of minutes):(00:00:10) Intro / Banter(00:03:38) Ad break + news previewTools & Apps(00:04:52) Anthropic cuts off Fable 5 and Mythos 5 access following government order | The Verge + All the news about Anthropic's new AI fight with the White House(00:25:53) Facebook's new AI Mode search gets its info from public posts | The VergeApplications & Business(00:27:00) SpaceX to acquire the AI coding startup Cursor for $60 billion(00:35:42) Anthropic pursues data center leases, seeks financial backing from Google, The Information reports | Reuters(00:40:10) Leaked financial docs show OpenAI is losing billions of dollars a year - Ars Technica(00:46:00) ChatGPT's market share slips below 50% for first time | TechCrunch(00:50:34) ‘Tell Him He's a Piece of Shit': Meta's New AI Unit Is a Total Mess | WIRED(00:56:23) Sakana AI Commercializes AB-MCTS in Sakana Marlin, an Enterprise Agent Generating Up to 100-Page Research Reports With Slides - MarkTechPostProjects & Open Source(00:59:36) Surpassing Frontier Performance with Fusion — OpenRouter Blog(01:03:00) Moonshot AI Releases Kimi K2.7-Code: a Coding Model Reporting +21.8% on Kimi Code Bench v2 Over K2.6 - MarkTechPost(01:08:34) Meet Qwen-RobotSuite: Three Embodied AI Models for VLA Manipulation, Video World Modeling, and Navigation - MarkTechPost(01:11:29) Nemotron 3 Ultra: Open, Efficient Mixture-of-Experts Hybrid Mamba-Transformer Model for Agentic Reasoning(01:17:31) ProCUA-SFT Technical ReportPolicy & Safety(01:20:33) DOJ Lawyers Argue xAI Is ‘Vital' for National Security in NAACP Lawsuit | WIRED + People Living Near xAI's Dirty Data Centers Are Pissed About the SpaceX IPO(01:25:29) A Court Has Ruled That Google Is Liable for False Statements Generated by AI Overviews | WIRED(01:28:47) Why Do Naive SFT Filters For Safety Properties Fail?Research & Advancements(01:34:14) From AGI to ASI(01:39:44) Artificial Analysis Intelligence Index v4.1: a shift toward agentic workloads(01:42:12) SIA: Self Improving AI with Harness & Weight UpdatesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The hosts discuss a favorite scene from the 1981 film Caveman before introducing Project Synapse, their weekly show on AI and new technology. They cover a hectic week in AI news, including talk of SpaceX buying Cursor for $60B, Cursor's role as an AI-enabled IDE using multiple models, and concerns over token costs and profitability. They describe Anthropic taking Fable offline after a government order cutting off foreign nationals, raising fears about reliance on U.S.-based AI and digital sovereignty, and note Europe's renewed push toward open-source alternatives. They highlight open-source and lower-cost models such as Mistral, DeepSeek, and GLM 5.2, Google's strategy of free tools and local processing, and a DeepMind paper "From AGI to ASI." The episode ends with Midjourney's announced non-radiation full-body scanner concept and spa rollout plans for 2027. Find the links we talked about on our Discord Server. This is the link to you our Discord server  https://discord.gg/e9476SGMsz 00:00 Caveman Music Discovery 01:57 Show Intro and Hosts 03:03 SpaceX Buys Cursor 07:23 Is Cursor Still Best 09:18 Fable AI Vanishes 11:20 Government Shutdown Fallout 13:57 Digital Sovereignty Wakeup 18:09 Open Source Reality Check 20:23 Economics Detour Debate 22:30 Governments Back Open Source 27:00 Mistral DeepSeek Shift 29:51 Google Gives AI Away 31:35 Avatars Tokens and X 32:54 Local Models Slow Iteration 33:58 Local AI Smart Speakers 34:40 Chrome Model Backlash 35:20 BitTorrent Style Inference 37:43 Distrust And Data Centers 38:19 Small Models And Transformers 39:45 Google AI Tool Rundown 41:17 DeepMind From AGI To ASI 45:40 Beyond Transformers Next Minds 48:19 AI Splintering And Niches 49:20 Diffusion And SubQ Attention 54:39 Forking And Competition 57:26 Monopolies And CEO Culture 01:02:30 Midjourney Medical Scanner 01:08:59 Innovation Hopeful Wrap

This week, we discuss the Fable ban, SpaceX's $60B Cursor buy, and why Lovable wins when AI picks your stack. Plus, Europeans are at the World Cup and already drank Boston dry. Watch the YouTube Live Recording of Episode 577 Runner-up Titles Waited out the storm Maybe we should build some castles or something Years of lawsuits ahead of us The ultimate dream AI SEO I hope you're paid by the hour Always be monitoring to me Rundown Anthropic How Amazon and the White House ended Anthropic's Fable Statement on the US government directive to suspend access to Fable 5 and Mythos 5 Dario Amodei — Policy on the AI Exponential Cursor Live Updates: Elon Musk Becomes World's First Trillionaire as SpaceX Starts Trading SpaceX to acquire Cursor for $60B in stock, days after blockbuster IPO Vibe Coding Lovable says it has hit $500M in annualized revenue, with 1 million new projects a week Vibe-coding phenomenon lifts AI startup Supabase to $10.5 billion valuation Database startup Supabase raises $500 million $10.5 billion valuation curl summer of bliss Relevant to your Interests Grep this: Microsoft grafts (most) Linux commands onto Windows apple/container The Virtual OS Museum YouTube has eclipsed Netflix in viewership via (@lucas_shaw) OpenAI to acquire Ona Keycap Quarry – Artisan Keycaps for Mechanical Keyboards Mark Zuckerberg Orders His Employees to Start Having Fun Again Why is Meta destroying its engineering organization? VCs behaving badly Databricks Agrees to Acquire Panther Sponsors Sentry - Quit Buggin': use code sdt26 for $100 in credit for new customers Nonsense The AI coding agent that runs on stolen Chipotle compute Minesweeper 3D No Guess – Free 3D Browser Game | Logic Solver Fly around the world (Experimental) | Google Earth | Google for Developers Commodore's newest gadget is a flip phone that blocks social media and browsers Conferences WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Germany. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 25 Free Tickets DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Digital ID Matt: Murderbot Diaries: Platform Decay Coté: WordPress.com. Tetilla cheese from the Camino de Santiago.

The AI hype train keeps shedding wheels this week. KPMG managed to publish a report about the transformative power of AI that was apparently riddled with hallucinations, fake citations, and imaginary products, proving once again that asking a stochastic parrot to do your homework is not a substitute for actual research. Meanwhile, Americans are using AI faster than ever while trusting it less than ever, OpenAI somehow turned $13 billion in revenue into losses that would make a dot-com CFO blush, and Silicon Valley CEOs have quietly stopped promising to replace all workers with AI. Not because they've changed their minds, mind you, just because they discovered that telling employees they're obsolete is terrible for morale and stock prices. Add in protests dogging Google CEO Sundar Pichai, Meta employees revolting against soul-crushing AI evaluation work, and the message is clear: the future is here, and everyone involved seems miserable.We then return to one of the founding principles of Grumpy Old Geeks: never build your house on somebody else's land. Anthropic learned that lesson the hard way when its AI models reportedly got caught in a geopolitical and regulatory tug-of-war involving Amazon, the U.S. government, and national security concerns. World leaders are now openly questioning whether American AI platforms can be trusted if access can be revoked overnight. The same platform-risk story pops up again as Meta launches AI-powered search across Facebook's oceans of questionable user-generated content. Remember kids: when you pitch your tent in someone else's backyard, don't act shocked when they turn on the sprinklers.From the Injustice Files, the hits keep coming. The Atlantic revealed the staggering scale of copyrighted music used to train AI systems, Hollywood inches closer to becoming a monopoly-themed amusement park, and the DOJ is backing xAI in a pollution lawsuit while reports emerge that Grok-assisted systems played a role in military operations. Elon keeps collecting legal losses, SpaceX buys Cursor for an eye-watering $60 billion, and Trump is threatening French wine over tech taxes while simultaneously promoting crypto through a UFC event at the White House. We wrap with Britain banning social media for kids under 16, hackers stealing entire Roblox games, Fox buying Roku, the return of human narrators at Blinkist, a gloriously anti-social-media flip phone from Commodore, and a reminder that Star Trek: Strange New Worlds is still one of the few things keeping the future worth looking forward to.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.Shopify - Sign up for your one-dollar-per-month trial today at Shopify.com/grumpyPrivate Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/751Watch on YouTube at https://youtu.be/iRrbNdVw-pMSHOW NOTESA report on the benefits of AI was reportedly full of AI hallucinationsJust 16% of Americans Believe AI Will Positively Impact Society, Pew Poll FindsExclusive: OpenAI Losses Increased Nearly 8X in 2025, With Spending Hitting $34 BillionThe CEOs are No Longer (Publicly) Threatening to Replace Humans With AISundar Pichai faces boos, walkout at Stanford graduation ceremony over Google's Israel, ICE ties‘Tell Him He's a Piece of Shit': Meta's New AI Unit Is a Total MessAnthropic becomes a cautionary sovereign-AI fableAnthropic Says It's Taking Claude Fable 5 Offline to Comply With US Government OrderCyber experts warn Fable limits aid attackers and hurt defendersAmazon Triggered Claude Fable 5 Shutdown: Investor, Cloud Host, Now RegulatorWorld leaders want American AI. They just don't want America to be able to turn it off.Meta's new ‘AI Mode' on Facebook pulls from public info across its platformsInvestigation by The Atlantic reveals many millions of songs used for AI music trainingJustice Department Decision to Allow Paramount Deal Surprised Staff InvestigatorsJustice Department backs xAI in NAACP lawsuit over data center pollutionPentagon used Elon Musk's Grok AI to fire 2,000 missiles at Iran, official saysxAI's lawsuit accusing OpenAI of stealing trade secrets has been thrown outSpaceX to acquire Cursor for $60B in stock, days after blockbuster IPOTrump threatens 100 percent tariff on France's wine industry over its tech taxUFC to pay White House fighters in crypto issued by Trump companyUK will ban social media for children under 16Hackers Are Hijacking Entire Roblox Games NowFox is buying Roku for $22 billionApple TV renews comedy horror Widow's Bay for a second seasonDownton Abbey: A New EraDownton Abbey: The Grand FinaleDisclosure DayShrek 5 | Official Teaser TrailerRIDICULOUS - 2026 Special - Trailer #1 - Louis C.K.Star Trek: Strange New Worlds | Season 4 Official TrailerCommodore made a social media-banishing flip phoneSnap's Stock Plunges the Moment It Reveals Its Comically Gigantic AR GlassesSo Good They Can't Ignore You by Cal NewportCreator Capitalist by the Category PiratesTrackalotBlinkist pulls back on AI narratorsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week Jason Howell and Jeff Jarvis break down how Anthropic's most powerful AI models, Fable 5 and Mythos 5, ended up offline after the Commerce Department gave the company 90 minutes to comply with an export control directive. The story involves Amazon triggering the crackdown, political miscommunication between Anthropic and the White House, and an open letter signed by over 100 security researchers calling for the models to be restored.Also in this episode: SpaceX IPOs at $2 trillion and acquires Cursor for $60 billion in stock, Snap and XREAL both announce consumer AR glasses shipping this fall, Jeff Bezos talks publicly about his $12 billion AI startup Prometheus, Allbirds pivots to AI infrastructure, and Google CEO Sundar Pichai skips mentioning AI entirely at Stanford's commencement. New episodes every Wednesday at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS 0:00 - Start 0:01:37 - Anthropic, Trump Officials Seek Deal on Restoring Powerful Model Access 0:03:23 - How a 90-minute White House deadline sparked Silicon Valley's biggest AI fight 0:03:23 - How Anthropic lost the White House's trust — and then its flagship product 0:34:12 - SpaceX market cap tops $2 trillion after shares of Elon Musk's rocket company gain 19% on debut 0:39:17 - SpaceX to acquire Cursor for $60B in stock, days after blockbuster IPO 0:43:20 - Introducing SPECS Augmented Reality Glasses 0:47:20 - XREAL's Android XR glasses will cost under $1,500, which isn't as expensive as it sounds 0:52:08 - Bezos opens up about AI startup Prometheus after $12 billion raise: ‘We're not being secretive' 0:55:36 - 5 Things To Know As Allbirds Drops Shoes For Smartbird, AI And New CEO 1:00:44 - Dozens walk out as Google boss Pichai addresses Stanford graduates 1:02:48 - Elon Musk Loses Again to OpenAI as Judge Dismisses xAI Trade Secret Lawsuit 1:03:41 - Microsoft turns to Amazon for help with GitHub's AI-driven capacity issues 1:05:10 - DoorDash's new AI chatbot lets you order with prompts and photos 1:06:18 - DiffusionGemma: 4x faster text generation Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video: https://aiinside.show/  Support the podcast on Patreon for special perks: https://www.patreon.com/aiinsideshow. You'll get ad-free episodes, members-only Discord, T-shirts and stickers you love, and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices

Hey yall, Alex here, let me catch you up! I came back from vacation expecting to cover Fable 5 after a week of using it. The first two days after we all first got access to a Mythos level model were super exciting! But then the news hit, US Government issued an order banning Anthropic from giving access to Fable 5 and Mythos 5 to any foreign national, causing Anthropic to pull the models completely (even internally to their employees!). So, this wasn't the show I planned, but it turned into a great show about Open Source, as two models hit the top rankings and are both MIT licence, filling a Fable shaped hole in our hearts!GLM released 5.2 with folks really excited about it web building capabilities, and Kimi 2.7 Code released (and is available on CW Inference with crazy speeds!). We also saw the SpaceX IPO and Cursor $60B acquisition, Noam Shazeer joining Open and Midjourney, the image company, launching a new Ultrasound full body scanner to kill MRIs! Great show today with Dexter Horthy from HumanLayer, Chris Van Pelt and Adrian Swanberg from W&B announcing our new product HiveMind and Tanishq Abraham came back to help cover Midjourney's new Ultrasound scanner! Let's dive in!ThursdAI - Highest signal weekly AI news show is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.The US Government bans Fable 5! (X, Anthropic statement)Here's a story in 3 parts: * Anthropic announces Mythos 5 preview - saying that this model is to dangerous to release, and only gives corporations access to it via project GlassWing. * Anthropic works hard on limitations and safery and releases Fable 5 (same weights as Mythos 5) built with guardrails so strong it refuses to do any cybersecurity tasks and switches back to Opus frequently* US Government receives a tip (reportedly from Amazon) that Fable 5 can be jailbroken to do cybersecurity tasks, and issues an order to Anthropic, citing national security concerns, banning them from giving access to Fable 5 and Mythos 5 to any foreign national, causing Anthropic to pull the models completely (even internally to their employees!)This is the first time that we see the US Government directly intervene in the AI space and restrict access to frontier models. The most updated reporting on this I could find is that Anthropic and US Government officials are in the process of negotiating a safe release framework. Given that preventing all jailbreaks is impossible, I hope they will land on a solution that gives me Fable 5 back!This hit especially hard because last week we were all high on Fable. Not in the usual AI Twitter benchmark sense, in the actual “oh, this is a different level” sense. Me and my wife Fable maxxed throughout our flight to Vacation. Peter had saved outputs he kept going back to because other models suddenly felt like a step down. Dexter later said it was the closest he had felt in a while to the old “I need to keep prompting this thing overnight” feeling.Peter Gostev made a point that stuck with me. It's easy for us in the bubble to call this ridiculous, and on the technical merits it kind of is. But if you've spent weeks telling normal people “this thing is like a nuclear weapon, it'll take everyone's jobs,” and then someone asks “okay, can you make it safe?” and the answer is “no, I can't,” then you can see how an outsider lands on “well, maybe you shouldn't have it.” His takeaway, and I agree: we need to be way more careful with the imagery we use, because the nuclear-weapon framing came home to roost.The bigger questions are the scary ones. Wolfram framed it as a sovereign AI wake-up call, and he's right. For the first time we're seeing a real gap in intelligence available to people based on their nationality. Imagine building a company on a model that an outside government can switch off with one letter. Peter pointed out it's commercially bad for the US but completely disastrous for Europe, which has basically one frontier lab and a pile of startups that suddenly look very exposed. And there's the obvious irony Nisten enjoyed a little too much: the Europeans who spent years lecturing everyone about AI restrictions just got restrictions imposed on them.If anyone in the government is listening: we want Fable back, please.SpaceX IPOs and acquires Cursor for $60B (X)SpaceX went and did the largest IPO in the history of the world, around seventy-five billion dollars, which on a roughly two-trillion-dollar valuation made Elon the first trillionaire. (Did anything materially change for him? No. He can still fly his private plane. There's nothing left to buy.) Three days later, SpaceX exercised its option and bought Cursor (Anysphere) for sixty billion dollars in an all-stock deal, paid in shares minted at the IPO and now trading around $211. The four Cursor co-founders are all billionaires now. Largest software acquisition ever, and for SpaceX it's barely a blip on the radar.Why are we covering a stock-market story? Because it's not really a coding-tools story, it's an AI story. Cursor gave away its IDE to a lot of people while collecting their data, then quietly became a training company with Composer. SpaceX/xAI was always strong on compute and weak on code, and the missing ingredient was exactly that kind of data. Now Composer 2.5 is already showing up rebranded inside the xAI stack, and if you pay for X Premium you can use it. Composer 3, trained on the Memphis supercluster, is reportedly coming very soon and is going to hit hard.Nisten's take was the spicy one. For the data alone it's worth it, because xAI now has insight into how essentially every enterprise that touched Cursor operates. And he had zero sympathy for the companies that assumed “no data retention for training” meant the data was actually gone. We see in legal cases all the time that deleted data is still there. His view: it should have gone open source.Cursor has over a million paying customers, $2.6 billion in revenue, projected to hit $6 to $10 billion by end of 2026. But here's the thing that matters for us, the AI coding angle. Cursor was one of Anthropic's biggest revenue pipelines because Composer runs on Claude under the hood. That pipeline is now owned by xAI. They're already jointly training Grok 4.3, a 1.5 trillion parameter model, with Cursor's proprietary coding data injected directly into pre-training, not fine-tuning. Pre-training. That's a fundamentally different thing. Composer 2.5 was already Pareto dominant on coding benchmarks before the deal closed. Now pair that with Colossus, the biggest GPU cluster in the world.Will this be enough to put XAI (now SpaceXAI) at the frontline of the AI race? Will Grok 5 be Fable level code? We'll find out. Either way, this is the most consequential AI acquisition we've seen. Period.Open Source AI GLM-5.2 takes the open source crown (X, Blog, HF, Docs)Z.ai dropped GLM-5.2 and it's now the strongest open source model for coding and long-horizon work. The headline number: 74.4% on FrontierSWE, which measures whether an agent can finish full engineering projects over hours. That trails Opus 4.8 by about one point and beats GPT-5.5. On Terminal-Bench 2.1 it jumps to 81% from GLM-5.1's 63.5%, which is a big leap. It's a 753B parameter MoE, MIT licensed, no regional restrictions, weights on HuggingFace. The 1M context window is real and usable, backed by a clever IndexShare technique that cuts per-token FLOPs by about 2.9x at full context. People are reporting roughly 8x cost savings versus Opus 4.8 for comparable quality on real coding tasks.The most interesting thing on the show was that this was a confusing release, in a good way. Peter put it well: normally a catching-up lab ships cherry-picked benchmarks and then independent testing deflates them. Here it's the opposite, almost every benchmark holds up, even crossing above Fable at certain points, and yet when he actually used it over a couple of days he wasn't blown away. His verdict, and I think it's the calibration we needed: this is clearly an amazing model, and the fact that it's open and you can run it is incredible, but it is nowhere near Fable, and it would frankly be implausible if a 700-odd-billion-parameter model matched a model that's rumored to be in the trillions. Though, I think the comparison to Fable is really really unfair, and the comments online seem to suggest that 5.2 from GLM is a banger model. Just looking at this Harvey benchmark on legal tasks from Vals, a benchmark that there's 0 chance Z.ai folks have seen! GLM 5.2 scores #3 on this benchmark! Just after Fable and Opus, and per TeorTaxes on X, previous GLM 5.1 scored an absolute 0% on this one! Where it genuinely shines is design. On Design Arena, which is a head-to-head ELO vote, people have been picking GLM-5.2's website designs over Fable's by a real margin (around 1360 to 1350). LDJ's framing is the one I buy: specialization is becoming valuable again, and GLM is clearly leaning into front-end design and taste. Wolfram added the necessary asterisk, every benchmark only tells you the model did well on that specific test, so “as good as Fable” should always carry the “on this benchmark, with these tasks” disclaimer. Fair. I'd just say this: I don't want to compare everything to Fable, because we can't even use Fable anymore. Compared to the models we can actually touch, GLM-5.2 is a fantastic deal.Kimi K2.7 Code from Moonshot (X, HF, Announcement)The other big drop. Kimi is the darling of open source while we wait on DeepSeek, and Moonshot shipped K2.7 Code, a 1 trillion parameter MoE built specifically for coding, available through Kimi Code and the API, with a modified MIT license. The standout for me isn't a single benchmark, it's efficiency: roughly 30% fewer reasoning tokens than K2.6, which matters enormously when you're running long agentic loops that burn tokens like crazy. Benchmark jumps over K2.6 are real (+21.8% on their Code Bench v2, +11% on Program Bench), though Peter and Wolfram both noticed something odd, on a few benchmarks including their Agentic Arena, the older K2.6 actually edged out K2.7. The likely explanation is that K2.7 is narrowly trained for code with reduced reasoning, so it may trade away some general capability. Moonshot themselves recommend K2.6 for general non-coding tasks. Also worth knowing: it's not multimodal, no vision, which is a real gap for coding these days. And thinking-off isn't supported, it's reasoning-on by default.The model is available on our CW Inference, with the fastest token streaming in the industry, over 280 tok/s (Announcement, try it), with very decent pricing $0.94 - $0.19 - $4.00 (input - cached - output) per million tokens. This Week's Buzz: W&B launched HiveMind

SpaceX is acquiring Cursor for $60B days after its blockbuster IPO, as its stock soared 20% on day one. Anthropic's standoff with the Trump administration churned on without resolution, OpenAI's 2025 spending hit $34B, and OpenRouter's Fusion claims to beat frontier models. SEC filing: SpaceX agrees to acquire Anysphere in a merger valuing the Cursor-developer at $60B, expected to close in Q3 2026 (Reuters) SpaceX has agreed to acquire AI coding startup Cursor in a $60B stock deal, less than two months after announcing a tie-up, to help its AI division catch up to the major labs (TechCrunch) SpaceX's stock closed up 19.6% on June 15, its first full day of trading; Musk said it "might be able to reach" ~$1T in revenue in 2030, up from $18.7B in 2025 (CNBC) Anthropic says its senior leaders met Trump admin officials on June 15, but no resolution was reached and both sides are working to resolve things quickly (The Information) A senior White House official says easing Friday's action on Anthropic will likely take more than a few days, but leaves the door open to a quick resolution (Politico) Ben Thompson argues Anthropic has near-perfect alignment between talent, mission, and business — a "safety superpower" he says he both respects and fears (Stratechery) Sources: audited financial figures show OpenAI spending hit $34B in 2025, including $19B on research and development and nearly $6B on sales and marketing (FT) OpenRouter debuts Fusion, a tool that prompts multiple AI models in parallel, claiming it can "reach and surpass Fable-level performance on deep research tasks" (OpenRouter) How OpenRouter Fusion works and how it beats frontier models — a "panel of models" approach that scored 69% on Perplexity's DRACO deep research benchmark (Digit) ResumeWriting.com On Product Hunt Learn more about your ad choices. Visit megaphone.fm/adchoices

Join the conversation on the 7investing discord: https://discord.com/invite/PT9ZQqdXXSWant access to all our investing content? Join at 7investing.com/subscribe Salesforce (NYSE:CRM) just reported $11 billion in Q1 fiscal 2027 revenue, and the stock is still trading at less than 13x free cash flow, a valuation that Salesforce itself apparently finds too cheap. The company borrowed $25 billion in a single quarter to execute an accelerated share repurchase, reducing its diluted share count by 10% in 90 days as part of a $50 billion buyback authorization. Simon Erickson breaks down why this is one of the most aggressive and under-appreciated capital return stories in enterprise software right now.Beyond the buyback, the real growth engine is Agentforce, Salesforce's AI agentic platform, which is tripling year over year and now generating $3.4 billion in annual recurring revenue combined with its Data 360 customer record platform. With 1.6 billion agentic work unit interactions already logged and a $67 billion remaining performance obligation backlog, Salesforce is positioning itself as the largest and most embedded AI enterprise software platform in the world, one that has spent two decades accumulating the customer data that AI agents actually need to work properly.Simon argues Salesforce has successfully navigated the transition that's destroyed many SaaS peers: moving from per-seat licensing to usage-based AI credits, internalizing AI to reallocate 4,000 customer service jobs into revenue-generating roles, and growing its AI revenue at 200% year over year. With a long-term target of $63 billion in fiscal 2030 revenue (already raised from $60B), a growing dividend, and a management team putting real capital behind the buyback, this is a very different company than the hyper-growth Salesforce of a decade ago, and possibly a more reliable one for long-term investors.0:00 - Introduction and Overview of Salesforce's business1:13 - Review of Q1 2027 results4:36 - A closer look at the Agentforce AI platform6:48 - Why Salesforce is an "Underappreciated Winner in the AI Software World"7:55 - Investor Day Commitments for Fiscal 20309:48 - Why Salesforce's Accelerated Repurchase Plan is important11:06 - Review of Salesforce as an investment opportunity12:20 - Q&A and audience questionsStocks MentionedSalesforce (NYSE:CRM)Palantir Technologies (NASDAQ:PLTR)Oracle (NYSE:ORCL)Informatica (NYSE:INFA) — acquired by Salesforce#Salesforce #CRM #AIAgents #EnterpriseAI #SaaSStocks #TechStocks #ShareBuyback #StockAnalysis #Q1Earnings #GrowthStocks #StocksToWatch #InvestingIn2026 #7investing #Simonerickson

Michael Saylor is the Founder and Chairman of Strategy (formerly MicroStrategy), the world's largest corporate holder of Bitcoin with roughly 818,000 BTC and over $65 billion in capital. After surviving a 99.8% stock collapse that left his company three days from bankruptcy, he rebuilt it into a "reserve bank for Bitcoin" - issuing products like STRC that pay an 11.5% monthly dividend, tax-deferred. In this episode, he breaks down how to build lasting, passive wealth with Bitcoin, why he believes there's no second best in crypto, and why working hard may be the worst financial advice you can follow.THE SHIFT NEWSLETTER

Markets are green, AI is reshaping software in real time, and crypto is once again debating what token ownership actually means.This week on The Hivemind, the team breaks down the market melt-up, Zcash's explosive move, the rise of AI agent infrastructure, Cursor's rumored $60B acquisition, and the growing tension between equity and token holders after the Houdini controversy. They also dive into Pump's buyback changes, Strategy's latest BTC playbook, and why AI-native workflows could completely disrupt traditional SaaS.Timestamps:00:00 – Markets rip higher as geopolitical fears fade02:20 – Strategy, STRC dynamics & Michael Saylor's BTC comments09:50 – Zcash breakout, privacy narratives & alt rotation15:40 – Venice AI (VVV) and the AI x crypto trade23:00 – Cursor's rumored $60B acquisition & AI business models30:30 – AI agents replacing traditional software workflows40:30 – Why SaaS companies may be vulnerable in an agent-first world41:30 – The Houdini controversy & crypto token holder rights52:00 – Pump's buyback changes, burns & token economics debate1:03:00 – What's next for Pump, meme coin markets & crypto productsLink to our Youtube: https://www.youtube.com/@Delphi_DigitalFollow Ceteris: ⁠https://x.com/ceterispar1bus⁠ Follow Jason: ⁠https://x.com/3xliquidated⁠ Follow Yan: https://x.com/YanLibermanFollow Jose: https://x.com/ZeMariaMacedoFollow Kevin: https://x.com/Kevin_Kelly_II

Heading to Vegas this May? Join Josh at Pulse 2026 and come say hi—your oversized fluorescent daiquiri is on him. No catch.Grab your ticket at gainsightpulse.com and use code UNCHURNED for a special rate.When your customer success org covers all of Azure — Microsoft's $60B+ cloud business — "deployment" isn't a checkbox. It's a global operation spanning thousands of projects, 180+ people, and a fully invested delivery model where Microsoft does the first leg of the journey for free.Pradeep Raman, Vice President, Customer Success at Microsoft, breaks down Microsoft's "commit to consume" metric, why they staff at N-1 by design, how agentic AI is replacing intake teams internally, and why no customer celebrates signing a contract — only deploying one.Pradeep who has spent over 27 years with Microsoft started in consulting, learned new tech on plane rides to customer sites, once asked Bill Gates to pin a customer's logo to his shirt (security wasn't thrilled), and now runs the CS strategy and Cloud Accelerate Factory for Azure.---Timestamps0:00 - Preview & introduction1:24 - Meet Pradeep Raman & his 27-year run at Microsoft3:25 - The Bill Gates pin story4:30 - What "VP of CS" means at Microsoft's scale6:45 - Cloud Accelerate Factory: free deployment for all Azure customers10:45 - "No customer celebrates signing an agreement"11:48 - Goal-setting & OKRs: Commit to Consume & Next Best Action15:25 - Agentic AI and modernization as top priorities16:37 - Building AI enablement inside the CS team20:40 - "I didn't think I'd survive 20 minutes of the interview"---What You'll Learn- How Microsoft measures CS with a single "commit to consume" KPI — and why it changes everything- What the Cloud Accelerate Factory is and why Microsoft offers free hands-on deployment to any Azure customer- Microsoft's N-1 staffing philosophy: hire fewer people than needed, then make it work- How Pradeep's team is using custom agentic AI (analyst agents, architect agents) to scale internal processes- Why AI transformation fails when your data and apps sit in legacy environments- The evolution of CS at Microsoft — from sales support function to growth engine---Want the playbook, not just the conversation? Subscribe for deep-dive, actionable breakdowns from every episode at unchurned.substack.com.---Where to Find the GuestPradeep Raman: https://www.linkedin.com/in/pradeep-raman-41a12a11/---Where to Find Josh:LinkedIn: https://www.linkedin.com/in/jschachter/Unchurned Substack: https://unchurned.substack.com/

Our 242nd episode with a summary and discussion of last week's big AI news!Recorded on 04/22/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:OpenAI released a new ChatGPT image model that excels at accurate text and screenshot-like generations, suggesting a transformer-style approach aligned with agentic “computer use” ambitions.Chinese model activity accelerated with Alibaba's Qwen 3.6 Max Preview moving to an API-only offering, plus open releases from Moonshot AI (Kimi K2.6, a 1T-parameter MoE) and Minimax (Minimax M 2.7) showing strong benchmark results.Google expanded Deep Research with a “Max” option built on Gemini 3.1 Pro and MCP support for accessing proprietary data, while Mozilla reported using Anthropic's Claude to find and fix 271 Firefox bugs. Business and policy updates include a reported SpaceX–Cursor deal with a $60B buy option, Cerebras filing for an IPO, Amazon adding $5B to Anthropic alongside a $100B AWS spending pledge, and platform responses to synthetic media like AI music spam and YouTube deepfake takedown requests.Timestamps:(00:00:10) Intro / Banter(00:01:05) News Preview(00:01:41) Sponsors(00:04:41) Response to listener commentsTools & Apps(00:09:40) ChatGPT's new Images 2.0 model is surprisingly good at generating text | TechCrunch(00:16:02) Alibaba Drops Qwen 3.6 Max Preview—Its Most Powerful Model Yet - Decrypt(00:19:26) Google launches Deep Research and Deep Research Max agents to automate complex research(00:25:00) Mozilla Used Anthropic's Mythos to Find and Fix 271 Bugs in Firefox | WIRED(00:28:35) Ordering with the Starbucks ChatGPT app was a true coffee nightmare | The VergeApplications & Business(00:29:48) SpaceX is working with Cursor and has an option to buy the startup for $60B | TechCrunch(00:34:11) AI chip startup Cerebras files for IPO | TechCrunch(00:38:23) Two startups want to replace how AI learns: one just raised $180M, another is seeking up to $1B(00:38:56) Months-old start-up Recursive Superintelligence raises $500mn for self-teaching AI(00:41:36) Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return | TechCrunch(00:45:09) Kevin Weil and Bill Peebles exit OpenAI as company continues to shed 'side quests' | TechCrunch(00:46:04) Meta hires five Thinking Machines Lab founders including a reported $1.5 billion engineer - Meta cuts 198 Bay Area jobs as even larger layoffs reportedly loom(00:50:12) Meta employees are up in arms over a mandatory program to train AI on their mouse movements and keystrokes(00:51:43) Chinese fabs import record volumes of US chipmaking equipment via Singapore and Malaysia — homegrown tool makers booked record 2025 revenues as price competition squeezes margins(00:54:01) Google Eyes New Chips to Speed Up AI Results, Challenging Nvidia(00:54:20) Canadian quantum company Xanadu soars to $16 billion valuation after Nvidia releaseProjects & Open Source(01:00:13) Moonshot AI releases Kimi-K2.6 model with 1T parameters, attention optimizations - SiliconANGLE(01:05:22) MiniMax Just Open Sourced MiniMax M2.7: A Self-Evolving Agent Model that Scores 56.22% on SWE-Pro and 57.0% on Terminal Bench 2 - MarkTechPostPolicy & Safety(01:06:25) Infusion: Shaping Model Behavior by Editing Training Data via Influence Functions(01:10:25) Scoop: NSA using Anthropic's Mythos despite blacklist(01:11:03) Unauthorized group has gained access to Anthropic's exclusive cyber tool Mythos, report claimsResearch & Advancements(01:17:21) Parcae: Scaling Laws For Stable Looped Language Models(01:24:20) OccuBench: Evaluating AI Agents on Real-World Professional Tasks via Language Environment SimulationSynthetic Media & Art(01:27:01) Deezer says 44% of songs uploaded to its platform daily are AI-generated | TechCrunch(01:29:47) Celebrities will be able to find and request removal of AI deepfakes on YouTube | The VergeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Ricker and Bon: Tim Cook exits Apple, Tesla raises its 2026 capex to $25B, OpenAI ships GPT-5.5 "Spud," SpaceX eyes a $60B acquisition of Cursor, and consumer sentiment hits a 74-year low.

Tim Cook is stepping down in September, and The Trio has plenty of thoughts on what the Ternus era means for Apple. Kotaro dives into his embedded systems rabbit hole (Raspberry Pis, ESP32s, and a Godot refresher), while Steve sounds the AI hype alarm, comparing the current frenzy to NFTs and the Metaverse, complete with a shoe company that somehow pivoted to GPU data centers on a $50M budget. Steve's monitor saga drags on, the SpaceX/Cursor "announcement of an announcement" gets the skepticism it deserves, and The Trio wraps up with details on the May 14 IRL meetup in Philly.## Chapters00:00 Introductions05:54 Kotaro's Side Project Adventures08:29 Diving into Hardware and Embedded Systems11:17 Raspberry Pi Adventures and Microcontrollers14:02 Creating AI Projects with Raspberry Pi18:19 Exploring DIY Devices and Learning in Tech23:21 Game Development and Learning Curves24:16 AI Tools and Programming Challenges26:55 The AI Hype Update and Economic Realities36:57 Balancing AI Use in Software Development39:53 The Hype Cycle of AI and Media44:32 So Long, Time Apple, and Thanks for All the Fish!53:07 The Future of Apple in the Ternus Era56:43 Steve's Monitor Watch Update58:57 Wrap Up01:00:37 Tag## Show Notes- Tim Cook announced his retirement as Apple CEO, effective September, with hardware chief John Ternus set to take the helm.- The Trio agrees Cook grew Apple into the world's most valuable company, and the MacBook Neo might just be his most quintessential product.- Ternus is seen as more of an engineer/visionary, and Steve is cautiously hoping he'll bring more Jobs-era decisiveness to Apple's product direction.- Kotaro is deep in embedded systems this year, learning Raspberry Pi 5s and ESP32 microcontrollers the hard way (wrong cables, wrong GPIO boards, all of it).- He's built a basic AI chatbot device (think DIY Rabbit R1, hooked to Google Gemini) and is eyeing a 5-inch touchscreen home automation kiosk.- TRMNL, the E Ink dashboard device, comes up as a goal Kotaro is working toward, though the large version is sold out.- GitHub Copilot paused new signups, dropped Opus from Pro plans, and started rationing usage, which Steve reads as AI's economic reality finally catching up.- Steve puts AI hype at NFT/Metaverse levels: a shoe company pivoted to GPU data centers, and SpaceX "announced" it has the option to buy Cursor for $60B without actually buying anything.- Steve's XDR monitor watch continues: he watched a glowing review, still can't justify the price, but is eyeing the nano-texture option for his glare-heavy room.- The Trio closes with news of a PhillyCocoa IRL meetup on May 14 at the Vanguard building, featuring Kotaro on Metal shaders.## Links**Hardware & Devices**TRMNL: https://trmnl.com/ | Rabbit R1: https://www.rabbit.tech/rabbit-r1**Snazzy Labs TRMNL Review**Watch: https://www.youtube.com/watch?v=YWw5NKUx40o**AI Hype Update**We are near peak hype (Primeagen): https://www.youtube.com/watch?v=rAREqdtUN48SpaceX/Cursor ($60B): https://www.reuters.com/technology/spacex-says-it-has-option-acquire-startup-cursor-60-billion-2026-04-21/**One More Thing**IRL Meetup RSVP (May 14): https://luma.com/i00ll61z**PhillyCocoa:** http://phillycocoa.orgIntro music: "When I Hit the Floor", © 2021 Lorne Behrman. Used with permission of the artist.

In the rush to implement AI across the customer experience, are we at risk of creating more digital barriers than we're breaking down? Agility requires a holistic view of the entire digital experience. It's the ability to see not just how individual channels are performing, but how they work together to serve every potential customer, inclusively and intelligently. Today, we're going to talk about what it takes to build that holistic view. We'll explore how brands can unify their performance analytics to move beyond traditional SEO, the dual role of AI in both creating personalized content and ensuring it's accessible, and why inclusivity is becoming one of the most powerful levers for brand growth. To help me discuss this topic, I'd like to welcome Nayaki Nayyar, CEO at Siteimprove. About Nayaki Nayyar Nayaki Nayyar is an accomplished technology executive with a proven track record of driving growth, innovation, and market leadership in enterprise SaaS for over 25 years. As the CEO of Siteimprove, she spearheads the company's vision and strategy, accelerating its market leadership in Agentic Content Intelligence powered by Siteimprove.ai platform. In her prior role as the CEO of Securonix, she guided the company's strategic shift into AI with the launch of Securonix EON, an AI-powered cyber-security platform. Under her leadership, Securonix secured its position in the Gartner Magic Quadrant for SIEM for five consecutive years, driving significant growth and product innovation to address evolving global cybersecurity threats.Nayaki brings deep expertise in scaling businesses organically and through strategic acquisitions. As President and Chief Product Officer at Ivanti, she established the company's cybersecurity and endpoint management strategy, growing revenue from $500M to $1.2B and doubling the total addressable market from $30B to $60B in just two years. She also played a pivotal role in launching the Ivanti Neurons Platform and driving expansion through acquisitions. As BMC Software's President of Digital Service and Operations Management, Nayaki led its transformation into AI-driven enterprise solutions with the BMC Helix suite, a strategic evolution that contributed to BMC's $8.2B exit in 2018.Nayaki serves on the boards of TD Synnex and Corteva Agriscience and is a graduate of the Stanford Executive Program. She holds a B.E. in Mechanical Engineering from Osmania University and an M.S. in Computer Science from the University of Houston. Recognized among the "Top Women in Technology in the U.S." by Technology Magazine in 2022, she is a respected leader shaping the future of enterprise technology in the AI era. Nayaki Nayyar on LinkedIn: https://www.linkedin.com/in/nayakinayyar/ Resources Siteimprove: https://www.siteimprove.com/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658 Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

In the rush to implement AI across the customer experience, are we at risk of creating more digital barriers than we're breaking down?Agility requires a holistic view of the entire digital experience. It's the ability to see not just how individual channels are performing, but how they work together to serve every potential customer, inclusively and intelligently.Today, we're going to talk about what it takes to build that holistic view. We'll explore how brands can unify their performance analytics to move beyond traditional SEO, the dual role of AI in both creating personalized content and ensuring it's accessible, and why inclusivity is becoming one of the most powerful levers for brand growth.To help me discuss this topic, I'd like to welcome Nayaki Nayyar, CEO at Siteimprove. About Nayaki Nayyar Nayaki Nayyar is an accomplished technology executive with a proven track record of driving growth, innovation, and market leadership in enterprise SaaS for over 25 years. As the CEO of Siteimprove, she spearheads the company's vision and strategy, accelerating its market leadership in Agentic Content Intelligence powered by Siteimprove.ai platform. In her prior role as the CEO of Securonix, she guided the company's strategic shift into AI with the launch of Securonix EON, an AI-powered cyber-security platform. Under her leadership, Securonix secured its position in the Gartner Magic Quadrant for SIEM for five consecutive years, driving significant growth and product innovation to address evolving global cybersecurity threats.Nayaki brings deep expertise in scaling businesses organically and through strategic acquisitions. As President and Chief Product Officer at Ivanti, she established the company's cybersecurity and endpoint management strategy, growing revenue from $500M to $1.2B and doubling the total addressable market from $30B to $60B in just two years. She also played a pivotal role in launching the Ivanti Neurons Platform and driving expansion through acquisitions. As BMC Software's President of Digital Service and Operations Management, Nayaki led its transformation into AI-driven enterprise solutions with the BMC Helix suite, a strategic evolution that contributed to BMC's $8.2B exit in 2018.Nayaki serves on the boards of TD Synnex and Corteva Agriscience and is a graduate of the Stanford Executive Program. She holds a B.E. in Mechanical Engineering from Osmania University and an M.S. in Computer Science from the University of Houston. Recognized among the "Top Women in Technology in the U.S." by Technology Magazine in 2022, she is a respected leader shaping the future of enterprise technology in the AI era. Nayaki Nayyar on LinkedIn: https://www.linkedin.com/in/nayakinayyar/ Resources Siteimprove: https://www.siteimprove.com/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658 Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.

Episode 831: Neal and Toby talk about a US soldier who was involved in the capture of Nicolás Maduro arrested for placing Polymarket wagers on the raid itself. Then, US reclassifying state-licensed marijuana from Schedule I to Schedule III.Then, AI coding startup Cursor inks a $60B deal with SpaceX, making it the Stock of the Week. While QVC files for bankruptcy, making it the Dog of the Week. Finally, the NFL draft was overshadowed by Patriots head coach Mike Vrabel.  Learn more at https://www.schwab.com/oninvesting Get tix for Morning Brew's live show! https://www.caveat.nyc/events/morning-brew-presents-business-island-4-30-2026  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

SpaceX announced a $10B partnership with Cursor AI, and a $60B option to buy the company outright. This caught a ton of people by surprise (including myself) when it was announced. But upon further investigation, this could end up bring a brilliant move. SpaceX / XAI gets to use the excess compute of it's Colossus datacenter and immediately is in the race with Anthropic's Claude (and even OpenAI's CODEX) for the best AI coding agent. Coming just months before the SpaceX IPO, this could boost excitement around the deal, if SpaceX/XAI has a new enterprise coding AI revenue stream that's exploding ... Reports indicate Cursor is already at a $2B revenue run-rate and growing rapidly. That would be ~10% of SpaceX's revenue, and could significantly accelerate revenue growth projections. What are your thoughts on the deal??? My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long SpaceX/XAI, nothing in this show is financial advice.

In this episode, we break down what may be fueling Bitcoin's latest move toward $80K, analyzing whether whale activity and ETF inflows can signal a potential bottom to crypto winter as prediction markets increasingly "price in" upside scenarios. We also unpack the growing influence and controversy around Polymarket, including a high-profile case involving a $400K wager tied to the alleged arrest of Nicolás Maduro. On the AI front, we explore intensifying Big Tech competition, from Meta partnering with Amazon Web Services on AI chips to Google deepening ties with Nvidia-powered frontier labs. Finally, we dive into the blockbuster headline of SpaceX potentially acquiring Cursor for $60B. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

Text line comments, $60B of wasted taxpayer money on just medicare fraud, the Islamic Republic casualties, did Brad wet his plants, worse than you can imagine with Tim Walz, MN Mining future, Bob listening on 650AM, a southern border discovery, what Kendall Qualls said, and we played Taps...See omnystudio.com/listener for privacy information.

In the rush to implement AI across the customer experience, are we at risk of creating more digital barriers than we're breaking down?Agility requires a holistic view of the entire digital experience. It's the ability to see not just how individual channels are performing, but how they work together to serve every potential customer, inclusively and intelligently.Today, we're going to talk about what it takes to build that holistic view. We'll explore how brands can unify their performance analytics to move beyond traditional SEO, the dual role of AI in both creating personalized content and ensuring it's accessible, and why inclusivity is becoming one of the most powerful levers for brand growth.To help me discuss this topic, I'd like to welcome Nayaki Nayyar, CEO at Siteimprove. About Nayaki Nayyar Nayaki Nayyar is an accomplished technology executive with a proven track record of driving growth, innovation, and market leadership in enterprise SaaS for over 25 years. As the CEO of Siteimprove, she spearheads the company's vision and strategy, accelerating its market leadership in Agentic Content Intelligence powered by Siteimprove.ai platform. In her prior role as the CEO of Securonix, she guided the company's strategic shift into AI with the launch of Securonix EON, an AI-powered cyber-security platform. Under her leadership, Securonix secured its position in the Gartner Magic Quadrant for SIEM for five consecutive years, driving significant growth and product innovation to address evolving global cybersecurity threats.Nayaki brings deep expertise in scaling businesses organically and through strategic acquisitions. As President and Chief Product Officer at Ivanti, she established the company's cybersecurity and endpoint management strategy, growing revenue from $500M to $1.2B and doubling the total addressable market from $30B to $60B in just two years. She also played a pivotal role in launching the Ivanti Neurons Platform and driving expansion through acquisitions. As BMC Software's President of Digital Service and Operations Management, Nayaki led its transformation into AI-driven enterprise solutions with the BMC Helix suite, a strategic evolution that contributed to BMC's $8.2B exit in 2018.Nayaki serves on the boards of TD Synnex and Corteva Agriscience and is a graduate of the Stanford Executive Program. She holds a B.E. in Mechanical Engineering from Osmania University and an M.S. in Computer Science from the University of Houston. Recognized among the "Top Women in Technology in the U.S." by Technology Magazine in 2022, she is a respected leader shaping the future of enterprise technology in the AI era. Nayaki Nayyar on LinkedIn: https://www.linkedin.com/in/nayakinayyar/ Resources Siteimprove: https://www.siteimprove.com/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658 Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.

In the rush to implement AI across the customer experience, are we at risk of creating more digital barriers than we're breaking down? Agility requires a holistic view of the entire digital experience. It's the ability to see not just how individual channels are performing, but how they work together to serve every potential customer, inclusively and intelligently. Today, we're going to talk about what it takes to build that holistic view. We'll explore how brands can unify their performance analytics to move beyond traditional SEO, the dual role of AI in both creating personalized content and ensuring it's accessible, and why inclusivity is becoming one of the most powerful levers for brand growth. To help me discuss this topic, I'd like to welcome Nayaki Nayyar, CEO at Siteimprove. About Nayaki Nayyar Nayaki Nayyar is an accomplished technology executive with a proven track record of driving growth, innovation, and market leadership in enterprise SaaS for over 25 years. As the CEO of Siteimprove, she spearheads the company's vision and strategy, accelerating its market leadership in Agentic Content Intelligence powered by Siteimprove.ai platform. In her prior role as the CEO of Securonix, she guided the company's strategic shift into AI with the launch of Securonix EON, an AI-powered cyber-security platform. Under her leadership, Securonix secured its position in the Gartner Magic Quadrant for SIEM for five consecutive years, driving significant growth and product innovation to address evolving global cybersecurity threats.Nayaki brings deep expertise in scaling businesses organically and through strategic acquisitions. As President and Chief Product Officer at Ivanti, she established the company's cybersecurity and endpoint management strategy, growing revenue from $500M to $1.2B and doubling the total addressable market from $30B to $60B in just two years. She also played a pivotal role in launching the Ivanti Neurons Platform and driving expansion through acquisitions. As BMC Software's President of Digital Service and Operations Management, Nayaki led its transformation into AI-driven enterprise solutions with the BMC Helix suite, a strategic evolution that contributed to BMC's $8.2B exit in 2018.Nayaki serves on the boards of TD Synnex and Corteva Agriscience and is a graduate of the Stanford Executive Program. She holds a B.E. in Mechanical Engineering from Osmania University and an M.S. in Computer Science from the University of Houston. Recognized among the "Top Women in Technology in the U.S." by Technology Magazine in 2022, she is a respected leader shaping the future of enterprise technology in the AI era. Nayaki Nayyar on LinkedIn: https://www.linkedin.com/in/nayakinayyar/ Resources Siteimprove: https://www.siteimprove.com/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658 Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Hey, Alex here, I'll try to catch you up, but it's one of the more intense weeks in AI in recent memory. Here's the TL;DR - OpenAI dominates across the board this week! Finally launches “spud”, called it GPT 5.5 (and 5.5 Pro), and it's SOTA on most things,nearly matching the mysterious Claude Mythos but released and we can actually use it (we tested it extensively). OpenAI also took the crown in image generate with the incredible GPT-image-v2 release, beating Nano Banana 2 and pro by a significant margin, the images are incredible, this model can generate working QR codes and 360 images it's quite bonkers. Codex was updated with Computer Use (which I told you about last week), in-app browser and a bunch of other tools that match GPT 5.5 intelligence. Meanwhile, Anthropic launched an incredible research preview of Claude Design, finally admitted that Claude was dumb and reset quotas across the board, while breaking the trust of the community with removing Claude code from the pro plan. We've also got great open source updates, Kimi K2.6 and Qwen 3.6 27B are both great performers! We were live on the stream for almost 4 hours today waiting for GPT 5.5 and finally got it and tested it live on the show + had Peter Gostev on from Arena who had early access and shared with us his insights. Let's get into it! ThursdAI - Highest signal weekly AI news show is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.OpenAI's GPT 5.5 is here - SOTA AI intelligence you can actually use (Release Blog)OpenAI finally gave us all access to their latest intelligence boost, GPT 5.5 thinking (and GPT 5.5 Pro). These models take the crown across many benchmarks, including TerminalBench (82.7%), GPDval (84%) and more. You can see the highlited versions on the image above. Though, its not uncommon for OpenAI to do some chart crimes, so @d4m1n created a chart that also showed the full benchmarks, including the ones GPT 5.5 is not beating Opus at, as you can see below, it underperforms on Humanity's Last Exam, and scaled tool use. But, benchmarks don't tell the full story. GPT 5.5 uses significantly less tokens, compared to 5.4, about 40% less. It's also more expensive, but given the lower token usage, it nets out at about ~20% price increase, while being more intelligence and faster. Tons of folks who had early access are reporting the same things, this model excels in long running tasks, Peter Gostev from Arena, who joined our live stream, showed us an incredible demo that ran overnight for over 8h! This model can work until the task is done, no longer just pausing in the middel asking for your input. The real highlight is, paired with the recent GPT-image-2 (which I'll expand on later in this newsletter), GPT 5.5 becomes an excellent UI designer. This is a big area in which Claude still has moat and OpenAI is trying to catch up here, and the real alpha now is to use both the Image gen and 5.5 in tandem to create beautiful visuals and UIs. The main thing is, after testing it quite a few times, this only works if you generate an image outside of the session that builds the actual UI. we tried a couple of times to do it in 1 session, and the resulting UI doesn't seem to be remotely close to the generated image. Only after sending this image to a completely fresh session and asking for a “pixel perfect” implementation, did GPT 5.5 start to resemble the input image and rebuild the whole ui in pixel perfect fidelity! GPT Image v2 - SOTA thinking image model, finally beating Nano Banana (Blog, Live)Like we said, OpenAI is dominating this week, and in both instances those are great models. Though, apples to apples comparison, GPT-image-v2 is a much higher jump — from previous models — than GPT 5.5! According to Artificial Analysis, the jump in how many people prefer GPT-image-2 in blind tests compared to other model is the higest we've ever seen, over 250 points. And you can clearly see it in the generations as well. Previously this week, we did a live streaming session with Peter Gostev (from Arena) and we did a deep dive comparing this new model to GPT Image 1.5, Nano Banana and Grok Imagine, and it's a clear winner across most categories.Character consistency is immaculate, high resolution imagery, instruction following, are all so so good it's a bit hard to explain in text. Reasoning visual intelligence Like with Nano Banana, this model is likely based on a big GPT image, it's no longer just diffusion, as you can see, it reasons! And apparently the more reasoning you give it (if you choose GPT pro) the better it'll be. The examples are indeed wild, the model can generate images of code that works, generate functional QR codes and bar codes! The craziest thing people figured out it can do, is functional 360 imagery (equirectangular format), you can just ask the model to create a 360 image of “scene” and then drop this in to a 360 viewer! Peter shows us on the show how he combined GPT 5.5 and Image v2 to create a sort of “street view” from a bunch of 360 images, it blew our minds. He literally spun up an overnight GPT 5.5 task in Codex that planned out the hanging gardens of Babylon, generated hundreds of equirectangular images, stitched them into a walkable interface, and had it running 8+ hours without babysitting. A street view of a place we don't actually know what it looked like, hallucinated from latent space. What a time.Day one availability is wide: Figma, Canva, Adobe Firefly, fal.ai, and Microsoft Foundry all have it. Nano Banana dominated for what felt like an eternity in AI time (it was really only a few months

AGENDA:  04:00 —

SpaceX struck a deal giving it the option to acquire Cursor for $60B or pay $10B, as xAI scrambles to catch up in AI coding. Google unveiled new TPUs and an agent platform, OpenAI shipped ChatGPT Images 2.0, and Mythos got accessed by unauthorized users. SpaceX says it's working with Cursor to build "the world's most useful models" and it has the right to acquire Cursor for $60B or pay $10B for the partnership (NYT) Google unveils a new TPU lineup consisting of the TPU 8t for AI training and the TPU 8i for inference, with general availability scheduled for later in 2026 (Bloomberg) OpenAI releases ChatGPT Images 2.0 with new "thinking capabilities", allowing it to search the web to help it create multiple images from a single prompt (The Verge) Source: a handful of unauthorized users in a private Discord channel have been accessing Anthropic's Mythos model since the day the company announced it (Bloomberg) Meta is installing tracking software on US staffers' computers to capture mouse movements, clicks, and keystrokes in work-related apps for use in AI training (Reuters) Disclaimer: ● Initial 3 week subscription and 4 weeks of medication from $79 plus tax and $179 per month plus tax for 12 week subscription thereafter. Final pricing depends on program selection. ● Noom GLP-1Rx Program involves healthy diet, exercise and support. Individual results vary. Meds & personalization based on clinical need. Not reviewed by FDA for safety, efficacy, or quality. No affiliation with Novo Nordisk Inc., the only US source of FDA-approved semaglutide. Not available in all 50 US states ● Based on an analysis of self reported data from 1,254 engaged Noom users. Learn more about your ad choices. Visit megaphone.fm/adchoices

David Faber and Jim Cramer discussed stocks rising one day after President Trump announced he is extending the ceasefire with Iran. Boeing CEO Kelly Ortberg joined the program to discuss quarterly results that gave a boost to the company's stock. GE Vernova shares surged on its better-than-expected Q1 earnings and raised guidance driven by data center demand. Also in focus: SpaceX says it has an option to buy AI startup Cursor for $60B, Tesla earnings preview, AT&T falls despite Q1 beat, Apple CEO change follow-up, Best Buy picks a new CEO, the Avis saga.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC speaking with the CEO of GE Vernova as that stock surges on the back of earnings. How AI is generating massive demand for that business. Then the CEO of Philip Morris on the company's smokeless products such as Zyn, which are leading growth. And ahead of its IPO, a look at SpaceX's AI strategy and a potential $60B acquisition. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

At Marketecture Live, Ari Paparo from Marketecture Media joins Philip Inghelbrecht, Co-Founder & CEO at Tatari, Bill Murray, Head of Growth and Performance at Warner Bros Discovery, and Michael Reidy, Senior Vice President, Ad Sales at NBCUniversal. They unpack how streaming inventory is bought and sold, the balance between programmatic and direct deals, and why premium inventory often sits outside traditional programmatic pipes. The discussion also explores live events, automation, and how new solutions like Tatari's Upstream aim to reshape access to high-quality CTV inventory. Takeaways The U.S. TV ad market is ~$90B, with $60B still in linear and $30B in streaming Only about half of streaming inventory is programmatic, and much of the premium supply is sold directly Direct buying offers advantages like guaranteed inventory, brand safety, and fewer intermediary fees Programmatic excels in targeting, flexibility, and discovery of new audience opportunities Publishers view direct and programmatic as complementary, not competing channels Live events and moment-driven content create spikes that favor guaranteed direct deals Automation is reshaping direct buying, making premium inventory more accessible to smaller advertisers Tatari's Upstream aims to automate direct deals and bypass traditional programmatic layers The future of CTV will likely be hybrid, combining automation, data, and direct relationships Chapters 00:00 Introduction to the Marketecture Live discussion 00:21 Breaking down the $90B TV and CTV market 02:04 Overlap between direct and programmatic inventory 02:30 Publisher perspective on inventory strategy 04:03 Advertiser value targeting vs premium placement 05:03 Why direct and programmatic are complementary 06:07 Benefits of direct buying for brands 07:30 Brand safety, fraud, and cost efficiencies 08:40 The importance of publisher relationships 09:30 Live events and operational challenges 10:08 Peacock strategy and nowness content 11:35 Dynamic ad insertion vs linear pass-through 12:34 Audience behavior and shared viewing moments 13:14 Managing unpredictable live inventory 14:08 Introducing Tatari's Upstream platform 15:40 Automation of direct deals 16:00 Concentration of CTV supply among top publishers 17:04 Lowering barriers for new advertisers 18:15 How Upstream benefits publishers and buyers 19:45 Future roadmap and machine learning optimization 22:07 Performance vs brand programmatic vs direct debate 22:33 Growth of CTV and advertiser adoption 23:12 The future coexistence of direct and programmatic Learn more about your ad choices. Visit megaphone.fm/adchoices

Nirup Ramalingam, CEO of BridgePort, explains how crypto's biggest hidden issue is inefficient infrastructure—specifically capital being trapped across exchanges due to pre-funding requirements. BridgePort solves this by enabling off-exchange settlement, allowing institutions to keep assets with custodians while allocating capital dynamically, improving liquidity and efficiency. He emphasizes that low liquidity and volatility in crypto are largely driven by macro conditions and outdated systems, not a lack of demand. Ultimately, the next phase of crypto growth depends on better infrastructure, regulatory clarity, and institutional-grade systems that mirror traditional finance.Check out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out Mars Men: https://mengotomars.comGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 — Intro: Nirup Ramalingam (BridgePort) on crypto infrastructure.01:28 — What BridgePort does: off-exchange settlement and capital efficiency.03:46 — Liquidity problem: why crypto markets struggle with price discovery.06:17 — Bitcoin behaves as a risk-on asset tied to macro conditions.07:58 — The “$60B problem”: trapped capital across exchanges.12:05 — Solutions: infrastructure upgrades, regulation, and institutional access.16:29 — Why crypto is still in the “builder phase” of development.20:05 — New product: AI analytics for execution and market insights.MERCH STOREhttps://cryptorevolutionmerch.com/Subscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved  ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Mars Men: https://mengotomars.com* Check out Quince: https://quince.com/crypto101* Check out Shopify: https://shopify.com/crypto101Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

The $6 Billion Influence Machine Targeting Your Benefits PlanFeaturing Kyra Hagan, Senior Vice President of Marketing, RxBenefits.Six billion dollars. That is what pharmaceutical companies spend every year marketing high-cost, high-profit prescription drugs directly to your employees — and the clinical and financial consequences are landing squarely on your health plan.Bo sits down with Kyra Hagan, a 25-year healthcare industry veteran and SVP of Marketing at ASHHRA Platinum Sponsor RxBenefits, to unpack the direct-to-consumer advertising machine and why healthcare HR leaders need to understand how it works.

Send a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:47 - SpaceX Eyes the Biggest IPO Ever, $1.75T01:50 - SpaceX Moves to Wipe Out $17.5B of Debt02:23 - Anduril New Primary Round at $60B, Secondary Still Trading at $90B+03:20 - Anduril's $4.3B 2026 Revenue Forecast04:05 - Together AI New Round at $8.5B Post-Money05:01 - Decagon Closes Employee Equity at $4.5B05:57 - Eight Sleep Lands at a $1.5B Valuation06:44 - Cursor $2B Feb 2026 Revenue Run Rate07:37 - Cursor Wants Agents Working Without Supervision08:15 - Stripe Wants to Monetize AI Usage09:15 - Anthropic Revenue Up 100% In Just Last Few Weeks, $20B09:44 - Arda Is Taking AI to the Factory Floor10:34 - Epic Forced Google to Cut the Toll11:30 - OpenAI Revenue at $25B12:22 - OpenAI New Model GPT-5.4 Pushes the Frontier Again13:15 - Kraken Gets Fedwire Access, First For Crypto Firm

DOD – Disrupter Disrupters China markets reopening after Lunar New Year Mexico Cartel Wars Refunds requested for the illegal tariffs 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 - The CTP for Caterpillar announced - DOD - Disrupter Disrupters - China markets reopening after Lunar New Year - Mexico Cartel Wars (Jalisco) Markets - Mortgage Rates - looking good! - Tariffs found illegal - that is not stopping anything - Refunds requested for the illegal tariffs - Monday's big drop and AI taking a bite out of stock prices Tariffs - First, who actually knows what is going on. 100% chaos - Supreme court ruled illegal (6-3) - 10% flat across all countries immediately added - Wait a day and make that 15% - FedEx seeks refund for illegal IEEPA tariffs imposed by Trump after the Supreme Court ruled Trump's tariffs exceeded authority - Numerous lawsuits expected for IEEPA tariff refunds - Apple has spent more than $3 billion on tariffs since President Donald Trump enacted his trade policies. What about that? (HOW TO FIGURE OUT WHO GETS THE REFUND) --- Estimate that $175B tariffs have been collected alreay - A group of 22 U.S. Senate Democrats on Monday introduced legislation that would require President Donald Trump's administration to fully refund within 180 days all of the revenue, with interest, collected from tariffs struck down by the U.S. Supreme Court. - The legislation would require the Customs and Border Protection agency, which collects tariffs at U.S. ports of entry, to prioritize small businesses. - The U.S. Customs and Border Protection agency said it will halt collections of tariffs imposed under the International Emergency Economic Powers Act at 12:01 a.m. EST (0501 GMT) on Tuesday Stop The Presses - After years of JCD's rants....... - Apple will soon introduce MacBooks with touch screens - Apple Inc.'s initial touch Macs will have the Dynamic Island at the center top of the display and OLED screen technology. The new MacBook Pro models will have a refreshed, dynamic user interface that can shift between being optimized for touch or point-and-click input. Europe Reacts - "The current situation is not conducive to delivering 'fair, balanced, and mutually beneficial' transatlantic trade and investment, as agreed to by both sides" in the joint statement setting out the terms of last year's trade agreement, the Commission said. "A deal is a deal." - All active discussions are halted on any USA/Europe trade deal The Potential Winners - Brazil and China may be the winners here - Chinese President Xi Jinping has a boost in bargaining power after the US Supreme Court invalidated Donald Trump's broad emergency tariffs, a key point of leverage over China. - The removal of tariff threats will make it harder for Trump to press Xi for larger purchases of certain products and leaves him without a key weapon to strike back if Chinese negotiators make fresh demands. - Xi's team will likely push harder for access to advanced semiconductors, the removal of trade restrictions on Chinese companies, and reduced US support for self-ruled Taiwan, according to Wu Xinbo, director at Fudan University's Center for American Studies. NVDA Earnings - NVIDIA drops its fiscal Q4 2026 (ended Jan 2025) results tomorrow—another make-or-break moment for the AI trade. - The bar is sky-high after years of blowout beats, but whispers of "peak AI" and slowing growth momentum have investors on edge. --- Consensus Expectations : ----Revenue: ~$65.6–$66.1 billion (up ~67–68% YoY from last year's ~$39B; guided $65B ±2% in prior report) ------EPS (adjusted/non-GAAP): ~$1.50–$1.53 (up ~70–72% YoY from $0.89). --------Gross margins: Targeting ~75% non-GAAP (holding strong despite supply chain noise). -----------Key driver: Data Center segment expected to crush ~$58–$60B, fueled by Blackwell ramp and hyperscaler spend. Home Depot Earnings - The home-improvement retailer gained 2.7% after posting fourth-quarter adjusted earnings of $2.72 per share on revenues of $38.20 billion. - That exceeded the per-share earnings of $2.54 on revenues of $38.12 billion expected by analysts polled by LSEG. AMD News - The semiconductor maker rose about 11% after it inked a multiyear deal with Meta to lend up to 6 gigawatts of its graphics processing units to artificial intelligence data centers. - The cost of the deal is unclear, but the companies' agreement includes a a performance-based warrant that could amount to up to 160 million of AMD shares, according to a statement dated Tuesday. - Meta has committed to deploying up to 6 gigawatts (GW) of AMD's Instinct GPUs (high-end graphics processing units optimized for AI workloads) to power its massive AI data centers. - Analysts estimate the GPU portion alone could be worth $60–$100+ billion over 5+ years Mortgage Rates - The average rate on the popular 30-year fixed mortgage fell to 5.99% on Monday, according to Mortgage News Daily, matching its lowest levels since 2022. - Last year at this time the rate was 6.89%. - A buyer putting 20% down on the median priced home, about $400,000 according to the National Association of Realtors, would have a monthly payment of $1,916 for the principal and interest. One year ago, that payment would have been $2,105, a difference of $189. Life Insurance Record - Manulife Financial Corp. sold a $300 million life insurance policy in Singapore, topping what Guinness World Records certified as the most valuable policy ever issued. - The policy surpasses the previous record of $250 million, set by HSBC Life in Hong Kong in 2024. Manulife said in a statement Tuesday that the deal reflects growing demand from ultra-wealthy clients to preserve their assets. - In Singapore over the past 12 months, Manulife has issued 25 individual policies each worth more than $50 million. Bitcoin Rout - Gemini said it was axing as much as a quarter of its staff and exiting the UK, European Union and Australia entirely. - This week, it parted with its chief operating officer, chief financial officer and chief legal officer, all in a single day. - Its stock has fallen more than 80% from a post-listing high last year, collapsing its market value from a peak of almost $4 billion to under $700 million. Over the Greenland - USA sending a "hospital ship" over - Trump's post on the ship came hours after Denmark's Joint Arctic Command said it had evacuated a crew member who required urgent medical treatment from a U.S. submarine in Greenlandic waters, seven nautical miles outside of Greenland's capital, Nuuk. - Greenland said thanks but no thanks So Long! - U.S. investors are pulling money out of their own stock market at the fastest pace in at least 16 years as Big Tech returns fade and better-performing overseas markets look more attractive. - In the last six months, U.S.-domiciled investors have pulled some $75 billion from U.S. equity products, with $52 billion flowing out since the start of 2026 alone, the most in the first eight weeks of the year since at least 2010 AI Disruption - DOD (Disruption of Disrupters) - CrowdStrike -9.8% and other cybersecurity names under heavy pressure again as AI disruption fears build following Anthropic's Claude Code release - - Cybersecurity stocks are under broad pressure today, extending recent weakness following Friday's launch of Claude Code Security by Anthropic. Claude Code Security scans codebases for vulnerabilities and suggests software patches for human review, fueling a narrative that AI platforms may be moving more quickly into parts of the security workflow than investors had previously expected. For cybersecurity, that raises concern around the forward demand outlook and competitive positioning, particularly in areas tied to application security, cloud security, identity workflows, and security operations automation, where AI-native tools could start to narrow perceived differentiation. - The move suggests investors are still sorting through the implications for product overlap, pricing power, and competitive positioning as AI capabilities evolve quickly. - IBM shares dropping toward lows of the session; attributed to news that Claude can automate cobol modernization COBOL (Common Business-Oriented Language) is a high-level, English-like programming language created in 1959 for business, finance, and administrative data processing. It is renowned for its verbosity, readability, and reliability, processing massive amounts of transactions on mainframe systems,, notes NetCom Learning and IBM. Despite being decades old, it remains critical in banking, insurance, and government sectors. - It is estimated that 70-80% of the world's business transactions are processed by COBOL Grok's Prediction about Future of OpenAi/ChatGPT Scenario Likelihood (My Estimate) Key Factors Outcome for OpenAI/ChatGPT Thriving Leader Medium (40%) Sustained breakthroughs, partnerships (e.g., Microsoft), regulatory wins OpenAI as AI giant; ChatGPT as ecosystem hub for agents/robots Evolved Survivor High (50%) Adaptation to agents/hardware; mergers Exists but rebranded; ChatGPT integrated into daily life tools Decline/Acquisition Low (10%) Overcompetition, funding collapse Absorbed or legacy; ChatGPT commoditized or obsolete Quick check on Europe Shares - European company earnings growth is picking up this reporting season against a tentatively improving economic backdrop, but wary investors are demanding more than solid results to justify sky-high valuations. - Companies representing 57% of Europe's market capitalization have reported so far, achieving average earnings growth of 3.9% in the fourth quarter, ahead of estimates for a final result of a contraction of 1.1% --- That is a big differential.... +3.9 vs -1.1 Iran Talks - News over the weekend that Iran will look to discuss a variety of items and potentially get a deal.... energy, mining and aircraft - Best guess: Iran will string us along like Russia is doing and we will say we have some kind of bogus deal. --- There is some talk of US "going in" as we are building military presence. Supposedly there are some saying it could be a multi-week incursion. - What is the plan - Regime change? What is this? - A divided Supreme Court on Tuesday ruled that Americans can't sue the U.S. Postal Service, even when employees deliberately refuse to deliver mail. - By a 5-4 vote, the justices ruled against a Texas landlord, Lebene Konan, who alleges her mail was intentionally withheld for two years. Konan, who is Black, claims racial prejudice played a role in postal employees' actions. - Justice Clarence Thomas, writing for a majority of five conservative justices, said the federal law that generally shields the Postal Service from lawsuits over missing, lost and undelivered mail includes “the intentional nondelivery of mail.” - So can ballots just be thrown in garbage for mail-ins for one party that will throw out another party's?     Love the Show? Then how about a Donation? HE CLOSEST TO THE PIN for CATERPILLAR 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

Today's episode breaks down Christian Briggs' Part One of his policy paper, "China's Strategic Assault on Dollar Hegemony Through Banking Infrastructure, Critical Mineral Dominance, and the Architecture of De-Dollarization - Part 3". We turn the volume up to maximum—and it's not just about de-dollarization anymore. This episode argues the next global order won't be decided by speeches or sanctions, but by minerals, supply chains, and quantum supremacy. Whoever controls the metals that power AI, weapons systems, and next-generation computing will control the future—economically, militarily, and technologically.The episode opens with Venezuela—the “quiet” intervention that instantly rewired the chessboard. China poured $60B+ into Venezuela for gold, resources, and leverage in the Western Hemisphere… but the core lesson is brutal: money doesn't buy security. A U.S. military operation executed in hours erased two decades of Chinese positioning overnight. That shockwave, the host argues, changes every Latin American calculation going forward: partnering with Beijing doesn't protect you when U.S. core interests are engaged.From there, the focus shifts to the true war: strategic commodity control. Coltan and tantalum—used in capacitors that sit inside everything from smartphones to fighter jets—are framed as the hidden backbone of modern defense. If the U.S. controls key coltan flows and builds domestic processing, dependency on Chinese bottlenecks can be reduced over a 5–10 year horizon. But time is the enemy.The episode then widens the lens: China's commodity strategy isn't only minerals—it's food. With acquisitions like Syngenta and Smithfield, plus global trading expansion through COFCO, China is building leverage across seeds, pork, soybeans, palm oil, sugar, shipping lanes, and ports. The warning is clear: food leverage can be as decisive as energy or rare earths.Then comes the terrifying scenario planning: if China triggers a full rare-earth cutoff, the episode claims U.S. defense production faces a countdown—six to eighteen months depending on the system. F-35 production, precision munitions, shipbuilding, electronics, clean energy manufacturing—everything cascades. The same applies to industrial production: one cutoff ripples through every sector because supply chains are interconnected and brittle.The episode also highlights China's explosive rise in autos—surpassing Japan as the world's largest vehicle seller—built on EV dominance and vertically integrated battery supply chains. Tariffs may slow the invasion, but they don't close the competitiveness gap.Finally, the podcast unveils “legal warfare”: WTO pressure campaigns, anti-suit injunctions, arbitration traps, retaliation lists, and compliance choke points designed to box America in while China stays free. And it ends with the biggest twist of all: Washington may be rebuilding dollar dominance not through oil—but through a new Mineral-Dollar system—Project Vault, mineral price floors, trade blocks, and an NSC-level command structure treating supply chains like a theater of war.

Plus - Google's subscriptions rise in Q4 as YouTube pulls $60B in yearly revenue; Spotify ventures into physical book sales, adds new audiobook features Learn more about your ad choices. Visit podcastchoices.com/adchoices

The sell-off was triggered by fear, not facts. Google's Project Genie demo sparked a narrative that “AI games are here,” even though the tech currently produces short, silent video scenes with no logic, no scoring, no input handling, and no gameplay systems. Investors reacted as if game development had been solved overnight. The result was a disproportionate crash: Unity down nearly 40%, AppLovin down ~33%, Roblox down ~19%, and Take-Two also hit hard, while the NASDAQ itself fell only ~4.5%. That gap tells the real story.Meanwhile, Meta delivered numbers that completely contradict the panic. Meta apps now reach 3.6 billion daily active users, up 7% year-over-year, and total company revenue surpassed $200B, with $60B coming from Q4 alone. This highlights the widening gap between perception and performance. While markets panic about AI replacing games, the platforms that actually monetize attention at scale continue to grow quietly and relentlessly.On the publisher side, strategy divergence is becoming obvious. Stillfront cut revenue by 9% but significantly expanded margins, cleaned up its portfolio, and exited non-core narrative games. MTG Group posted record revenue and profits, fueled by Plarium and strong UA discipline, while also preparing an IPO for PlaySimple in India. In contrast, Embracer's mobile revenue collapsed 61% year-over-year in Q2, underscoring how exposed unfocused portfolios are in this market. Capital is flowing toward efficiency, not experimentation.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Host: Ömer Yakabagi from Gamigionhttps://gamigion.comJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 —

Apple shatters revenue records, Tim Cook teases new innovations coming this year, Walmart hits $1T market cap, everyone's still pouring money into AI, and OpenClaw's “skills” have serious security concerns.Stephen's Newsletter SignupAd-Free + Bonus EpisodesShow Notes via EmailWatch on YouTube!Join the CommunityEmail Us: podcast@primarytech.fm@stephenrobles on Threads@jasonaten on Threads————————SponsorsShopify: Sign up for your one-dollar-per-month trial and start selling today at: shopify.com/primaryQuo: Try QUO for free PLUS get 20% off your first 6 months when you go to Quo.com/primary————————Links from the showMac Power Users - RelayApple announces all-time record in revenue, iPhone sales – Six ColorsWhile Everyone Else Tries to Replace the iPhone, Apple Just Had Its Best Quarter EverNew Mac configurator may point to separate CPU and GPU options - 9to5MacTim Cook hints at ‘never been seen' innovations coming this year - 9to5MacMeta (META) Q4 2025 earnings185 Billion Reasons Google Isn't Worried AI Will Kill SearchGoogle's subscriptions rise in Q4 as YouTube pulls $60B in yearly revenue | TechCrunchIt Took 64 Years to Build Walmart. It Took 3 Years to Turn It Into a $1 Trillion Tech CompanyXcode moves into agentic coding with deeper OpenAI and Anthropic integrations | TechCrunchOpenClaw's AI ‘skill' extensions are a security nightmare | The VergeHumans are infiltrating the social network for AI bots | The VergeAnthropic's 'Dishonest' Ads Clearly Struck a Nerve With Sam AltmanExpect more upsells and subscription bundles from Apple, Creator Studio was just the start - 9to5MacNow anyone can tap Ring doorbells to search for lost dogs | The VergeAirTag 2 Has Wild Range! #tech #airtag - YouTubeGoogle announces Pixel 10a with completely flat cameraAlexa Plus is now available to everyone in the US | The VergeApple Sports for iPhone updated with PGA, LPGA, and more - 9to5MacThe SpaceX-xAI Merger Isn't About Data Centers in Space. It's About Bailing Out Musk's Biggest GambleShortcuts Team Lead HiringGemini Mac App Tweet ★ Support this podcast ★

This episode dismantles the myth of “one-size-fits-all retirement,” arguing that retirement isn't a date, an age, or a lifestyle—it's a personal transition that demands both an income plan and a purpose plan. Don and Tom explore the growing trend of “un-retiring,” why fear and economic anxiety are lousy motivators for going back to work, and how a lack of planning fuels unnecessary worry later in life. Listener questions cover smart uses of 529-to-Roth conversions, parking large sums of cash, Roth strategies for young investors, rebuilding emergency funds without sabotaging retirement, and why converting Vanguard mutual funds to ETFs in taxable accounts is often a no-brainer. The through-line is clear: stop predicting the future, stop reacting emotionally, and build flexible plans that let your money support the life you actually want. 0:04 Retirement isn't a script, a date, or a finish line 0:56 The myth of “retire at 65 and stop living” 1:20 The rise of “un-retiring” and why Disney hires retirees 3:22 Fear-based reasons people go back to work 4:28 Why retirees often worry more, not less 5:10 Studies showing how many retirees expect to work again 6:38 Income plans vs. purpose plans in retirement 7:16 The Dalai Lama, retirement, and dark humor 8:16 Using leftover 529 money for a future Roth IRA 10:31 Anton Chekhov's The Bet and money as a moral test 12:08 Parking $3.5M: T-bills vs. high-yield savings 14:30 Why holding massive cash piles is usually a mistake 16:21 Interest-rate predictions and the illusion of certainty 19:17 How (and where) people actually listen to podcasts 21:02 Mortgage rates under 6% and why context matters 23:15 Roth IRAs for young investors and compounding reality 25:12 VT vs. AVGE vs. AVGV for long-term simplicity 27:51 Disney's $60B expansion and what it says about costs 31:07 Rebuilding emergency funds without derailing retirement 33:32 Converting Vanguard mutual funds to ETFs in taxable accounts 35:20 Why small tax efficiencies matter over decades Learn more about your ad choices. Visit megaphone.fm/adchoices

Questions? Comments?This episode dismantles the myth of “one-size-fits-all retirement,” arguing that retirement isn't a date, an age, or a lifestyle—it's a personal transition that demands both an income plan and a purpose plan. Don and Tom explore the growing trend of “un-retiring,” why fear and economic anxiety are lousy motivators for going back to work, and how a lack of planning fuels unnecessary worry later in life. Listener questions cover smart uses of 529-to-Roth conversions, parking large sums of cash, Roth strategies for young investors, rebuilding emergency funds without sabotaging retirement, and why converting Vanguard mutual funds to ETFs in taxable accounts is often a no-brainer. The through-line is clear: stop predicting the future, stop reacting emotionally, and build flexible plans that let your money support the life you actually want.0:04 Retirement isn't a script, a date, or a finish line0:56 The myth of “retire at 65 and stop living”1:20 The rise of “un-retiring” and why Disney hires retirees3:22 Fear-based reasons people go back to work4:28 Why retirees often worry more, not less5:10 Studies showing how many retirees expect to work again6:38 Income plans vs. purpose plans in retirement7:16 The Dalai Lama, retirement, and dark humor8:16 Using leftover 529 money for a future Roth IRA10:31 Anton Chekhov's The Bet and money as a moral test12:08 Parking $3.5M: T-bills vs. high-yield savings14:30 Why holding massive cash piles is usually a mistake16:21 Interest-rate predictions and the illusion of certainty19:17 How (and where) people actually listen to podcasts21:02 Mortgage rates under 6% and why context matters23:15 Roth IRAs for young investors and compounding reality25:12 VT vs. AVGE vs. AVGV for long-term simplicity27:51 Disney's $60B expansion and what it says about costs31:07 Rebuilding emergency funds without derailing retirement33:32 Converting Vanguard mutual funds to ETFs in taxable accounts35:20 Why small tax efficiencies matter over decadesLearn more about your ad choices. Visit megaphone.fm/adchoices

Mauricio Di Bartolomeo explains why Venezuela is unlikely to have a $60B bitcoin reserve. Ledn co-founder Mauricio Di Bartolomeo says the rumors surrounding Venezuela's alleged $60 billion bitcoin "shadow reserve," are very unlikely. Drawing on his personal history in the country, including the day his family's mining facility was seized by the government, Mauricio explains why systemic corruption and failing infrastructure make a treasury of this size nearly impossible. - Read more: https://www.coindesk.com/opinion/2026/01/06/don-t-hold-your-breath-for-venezuela-s-bitcoin - Check out CoinDesk's research report on the State of Blockchain 2025 commissioned by Input Output Group: https://www.coindesk.com/research/state-of-the-blockchain-2025 - Timecodes: 00:00 The Escape from Venezuela 01:39 Bitcoin Mining in Venezuela 03:36 Government Crackdown on Miners 06:03 Debunking the $60 Billion Bitcoin Stash 10:39 Corruption and Mismanagement - This episode was hosted by Jennifer Sanasie.

In this powerful year-in-review episode of The Pilates Business Podcast, host Seran Glanfield breaks down the real story behind the boutique fitness boom of 2025—and what every Pilates, barre, and yoga studio owner must understand heading into 2026. With the global boutique fitness market climbing toward $60B, Seran uncovers the trends, data, and mindset shifts reshaping how consumers choose movement, community, and long-term wellness. From the rise of AI in studio operations, to the surge in Gen Z and millennial clients, to the industry-wide shift toward longevity and holistic well-being, this episode gives boutique fitness owners the clarity and direction they need to build stronger, more sustainable, and more profitable studios in the year ahead.Got a question for Seran? Add it here

Watch us on YouTube!Ed and Paul dive deep into OpenAI's massive long-term compute commitments and what it means for the company's economics, competitive positioning, and the broader AI arms race. They break down the tension between explosive revenue growth and unprecedented spending, the venture-logic behind “land-grab” behavior, and the risks these commitments pose to both vendors and competitors. In the second half, the conversation turns to Microsoft Teams, the EU's antitrust ruling, and the messy realities of bundling, competition, and predatory pricing — all served with classic Results Junkies candor, startup-operator logic, and more than a few cheeseburger metaphors. Topics & Timestamps 00:05 – Opening banter & travel logistics Ed and Paul compare time zones, Vegas scenery, and the eternal quest for a cheeseburger. 01:04 – Housekeeping Where to find Ed and Paul online; quick reminders for Results Junkies listeners. 01:20 – OpenAI's staggering compute spend Discussing the article outlining OpenAI's commitment to tens of billions in annual compute spending — and why the math seems wild compared to current revenue. 03:20 – Revenue vs. spend: does the model scale? How OpenAI reportedly moved from $1.7B to $12B annualized revenue in ~18 months — and whether that trajectory justifies a $60B/year commitment. 04:40 – Venture-style land-grab logic Why this looks like a classic “spend now, dominate later” strategy — just at an unprecedented scale. 06:00 – What happens if OpenAI misses the commitment? Exploring the vendor-risk problem: what does a partner do when they're left $10–20B short? 07:27 – Founders vs. investors: who's really risking what? Why downside risk isn't shared equally — especially when founders have little capital invested. 08:04 – Barriers to competition increase dramatically The larger these commitments get, the harder it becomes for smaller AI startups to realistically compete. 08:35 – Capacity lock-up strategies Why monopolizing vendor resources may be a conscious competitive tactic. 09:17 – Transition to Microsoft Teams & Slack's EU complaint Ed outlines the EU's ruling requiring Microsoft to unbundle Teams and adjust pricing. 10:58 – Is this really a European-only issue? A look at how bundling plays out in the US market as well. 11:36 – The role of precedent Can EU regulatory pressure spill into US practice? 12:22 – Government-mandated pricing: tricky territory Paul reacts to the idea of regulators dictating price gaps — and why it feels risky through a startup-operator lens. 14:01 – Is Teams effectively a “free burger”? Ed argues that bundling Teams at near-zero cost resembles predatory pricing designed to box out Slack. 15:49 – Revisiting antitrust basics Where's the line between aggressive competition and anti-competitive behavior? 17:33 – Airline analogy: when incumbents crush challengers Ed recounts how United Airlines once priced a regional competitor out of existence — and why the dynamic resembles the Microsoft–Slack situation. 18:59 – Could giants always “out-capacity” challengers? Why big players can add supply and out-discount smaller competitors indefinitely. 20:01 – Independence Air and the Dulles example A real-world case study in predatory pricing and market power. 22:12 – The free-market debate A nuanced discussion on where regulators should intervene. 23:01 – US vs. Microsoft (2000s) Why the landmark browser-bundling case still matters today. 25:17 – How defaults create de-facto monopolies Browsers then; team-collaboration suites now. 27:01 – Why Teams frustrates so many users Ed's legendary rant: stability issues, UX complaints, and cross-platform challenges. 28:29 – The cheeseburger episode idea A running joke about turning Results Junkies into a Bourdain-style food-and-business hybrid. 28:48 – More Vegas talk & logistics Travel schedule, long hotel stays, and construction-trip life. 30:07 – How Vegas won over Dana Why today's Vegas is more dining and convenience than chaos. 30:30 – Cheeseburger Day, store openings & invites Future events, potential travel, and family logistics. We'd love it if you'd leave us a rating.  It takes less than a minute and really helps us out.  Just click here!If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com.  You can find Paul and Ed  online @paulsingh and @pizzainmotion.

Summary del Show: • Wall Street avanza con optimismo por posible reunión entre Trump y Xi Jinping. • $SNOW y $PLTR sellan alianza estratégica para fortalecer la IA empresarial. • $CRM proyecta superar $60B en ingresos para 2030 impulsado por datos e inteligencia artificial. • $NIO cae tras demanda del fondo soberano de Singapur por fraude contable.

Send us a textTwo days into a government shutdown, we break down what it actually means for markets when key data go dark—like today's missing non-farm payrolls—and how that uncertainty can ricochet through trading desks, air travel, the SEC/IPO pipeline, and year-end seasonals. We walk through the historical playbook (rates, dollar, risk) and how we're thinking about positioning when the Fed is flying with fewer instruments.Then we unpack the freshly announced largest-ever LBO and stack it up against 2007's TXU: equity checks vs. leverage, private credit's outsized role, and why a single-bank underwrite changes the risk map. We also separate real CLO mechanics from internet myth and ask the only question that matters: are we replaying '07—or writing a new script?Finally, Jen dives deeper into the growing conversation about moving the Fed's focus away from fed funds toward repo/GC-SOFR—what that shift would change and why it's gaining traction now. Housekeeping: our Fixed Income Sales & Trading self-paced course presale is live (Part 1: Bond Math now; Derivatives next; Macro/Relative Value after), live Financial Modeling Bootcamps run at the end of October, and Kristen's 3-Statement Modeling course targets late November. Bonus: we preview our interview with a $60B quant equities head on integrating systematic strategies into real portfolios. For a 14 day FREE Trial of Macabacus, click HERE Access the free replay of the Masterclass here!Presale access for our newly launched Fixed Income self-paced course here: https://thewallstreetskinny.com/fixed-income-sales-trading-investing/#fixed-income-sales For 20% off Deleteme, use the code TWSS or click the link HERE! Sign up for our LIVE Virtual Bootcamps! 2-Day Financial Modeling Bootcamp Master the technical Excel and accounting skills essential for investment banking, private equity, and fundamental investing. (Learn more HERE) Global Markets & Investing PlaybookA one-day crash course on the financial ecosystem, perfect for anyone seeking a big-picture understanding of how global markets and Wall Street fit together. Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. (Learn more HERE)

In this episode of the Watchung Booksellers Podcast, we feature the launch event for Bobbi Brown's memoir Still Bobbi. In this lively and heartwarming conversation, Bobbi discussed her book, her businesses, and her life in Montclair with business leader Carolyn Everson.Bobbi Brown is a renowned makeup artist and entrepreneur, best-selling author, sought after speaker, beauty industry icon, and a hotelier. She founded two successful cosmetic brands: Bobbi Brown Cosmetics and more recently created the clean beauty brand Jones Road. She also envisioned and now operates The George Hotel in Montclair, NJ. Bobbi made the TIME100 “Most Influential People in the World” list and was also named one of Fortune's Most Powerful Women and Forbes' "50 Over 50" Most Influential Women. She has received the Glamour Woman of the Year Award, The Fashion Group International Night of Stars Beauty Award, and The Jackie Robinson Foundation's ROBIE Humanitarian Award. She was appointed to serve on the Advisory Committee for Trade Policy and has been inducted into the New Jersey Hall of Fame. She received a BFA from Emerson College and holds honorary doctorates from Montclair State University, Fashion Institute of Technology, Monmouth University, and Emerson College.Carolyn Everson is a Senior Advisor at Permira, one of the world's largest investment firms and Boston Consulting Group.  Carolyn has decades of experience in senior operating roles in consumer facing technology and media companies.  She most recently was President of Instacart. Prior to Instacart, she was the Vice President, Global Business Group at Facebook (Meta) where she led a team of over 4,000 people in over 55 countries and was responsible for over $60B in revenue. She has been named to AdWeek's 'AdWeek 50' every year since 2013, and in 2015, she topped Business Insider's list of the Most Powerful Women in Advertising. She has also been included twice on Fortune's '40 Under 40' list.Books:A full list of the books and authors mentioned in this episode is available here. Register for Upcoming Events.The Watchung Booksellers Podcast is produced by Kathryn Counsell and Marni Jessup and is recorded at Watchung Booksellers in Montclair, NJ. The show is edited by Kathryn Counsell. Original music is composed and performed by Violet Mujica. Art & design and social media by Evelyn Moulton. Research and show notes by Caroline Shurtleff. Thanks to all the staff at Watchung Booksellers and The Kids' Room! If you liked our episode please like, follow, and share! Stay in touch!Email: wbpodcast@watchungbooksellers.comSocial: @watchungbooksellersSign up for our newsletter to get the latest on our shows, events, and book recommendations!

US equity futures are little changed. Asia ended mixed, and European markets are firmer. Nvidia topped consensus revenue guidance though data center sales fell short of more optimistic expectations, and the group authorized a $60B buyback; In trade developments, EU is preparing legislation to cut tariffs on US industrial goods in exchange for lower US auto tariffs, while Mexico is set to raise tariffs on China to placate Washington; Japan's negotiator Akazawa canceled a planned US trip, clouding a $550B investment package, while Chinese officials are expected in Washington though talks are seen as low priority; Market focus remains on core PCE inflation due Friday, with odds of a September Fed rate cut at 87% and roughly 55 bp of easing expected this year.Companies Mentioned: Nvidia, SMIC, Cambricon Technologies

"I'd be shocked if this stock was higher tomorrow," says Alex Coffey in reaction to Nvidia's (NVDA) earnings move. He and George Tsilis comb through NVDA numbers following its 2Q earnings report. The company revealed its Blackwell revenue grew 17% sequentially and CEO Jensen Huang says, "Production of Blackwell Ultra is ramping at full speed, and demand is extraordinary." George and Alex both point out the lack of China H20 sales is not a surprise, but guidance painted a murkier picture for sales in the country moving forward. Additionally, the company announced a $60B share buyback plan.======== 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 – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Today's show:Terra's collapse, Powell's pivot, and OpenAI's explosive growth all collide in this TWiST deep dive.Do Kwon has pled guilty after Terra/Luna's $60B implosion, Fed Chair Powell hints at a September rate cut, and OpenAI has officially crossed $1B in monthly revenue (on a $12B run rate). Jason and Alex unpack what this means for founders, LPs, and the next wave of AI + crypto.They also cover Canva's $42B comeback, Anthropic's doubled $10B fundraise, and the brewing battle between Figma & Canva.Plus: Uber, Nuro & Lucid's $6B robotaxi push — and why drivers are already protesting in Wuhan & Boston.#Startups #Crypto #AI #VentureCapital #OpenAI #Anthropic #Canva #Figma #ThisWeekInStartupsTimestamps:(0:00) INTRO(01:15) Fed rate cut signals & market reaction(05:36) Jason's $400K in new fund bets(10:25) Miro - Help your teams get great done with Miro. Check out miro.com to find out how!(11:30) Show Continues…(16:22) Do Kwon & the Terra/Luna collapse(20:22) Bolt - Don't be left behind. Build apps quickly without knowing how to code with Bolt.new. Try it free at https://www.bolt.new/twist.(21:23) Show Continues…(29:43) Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at https://www.alpha-sense.com/twist(30:55) Show Continues…(36:14) OpenAI's $1B/month revenue run rate(42:13) Anthropic's $10B round & AI market sizing(51:31) Canva's $42B valuation & Figma comparisonSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:25) Miro - Help your teams get great done with Miro. Check out miro.com to find out how!(20:22) Bolt - Don't be left behind. Build apps quickly without knowing how to code with Bolt.new. Try it free at https://www.bolt.new/twist.(29:43) Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at https://www.alpha-sense.com/twistGreat TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

This episode of First Draft Live is presented by Agora.The godfather of the CMBS market issued a warning that commercial real estate is not out of the woods of its downturn, which is a potential problem for the U.S. economy. “The losses in CRE are so big that the rippling effect of those losses to the economy are so big that they could be quite harmful,” Ethan Penner, the founder of Mosaic Real Estate Investors, said on this week's First Draft Live.Roughly $23B of CMBS loans have matured without a resolution, and more than 10% are delinquent or in special servicing. Yet the CMBS lending market is roaring, with $60B in new debt issued in just the first six months of this year.“The truth is there are massive, massive losses in real estate,” said Penner, who is credited with inventing the commercial mortgage-backed security in the early 1990s. “These are breathtaking losses, and I think that clearly the system hasn't recognized that on any level.”Penner also spoke about his candidacy for the California governor's race in 2026, with a platform focused on deregulation and a radical new approach to the homelessness crisis in the state.“I don't know where the toilets are in the state house, that makes me an outsider,” he said. “But I do know that the systems are broken.”Register on Bisnow.com to join the next conversation live, or check back here for the conversation after it airs. 

My guest today is Ion Stoica, professor of computer science at UC Berkeley and the co-founder of Conviva, Databricks, and Anyscale. Over the last two decades, Ion's research labs - the AMP Lab, the RISE Lab, and now the Sky Computing Lab - have seeded a generation of category-defining companies. Ion has the unique ability to turn non-consensus ideas into durable businesses. He applied machine learning to video optimization with Conviva before AI became mainstream. He scaled Apache Spark into a $60B platform with Databricks. And now, with Anyscale, he's betting on Ray as the foundation for distributed AI workloads. In this episode, we dig into both sides of Ion's work: how to build world-class research labs, and how to turn research into real companies. His clarity of thought makes the future feel legible, and his track record suggests he's very often right. Hope you enjoy the conversation! Chapters: 00:00 The Spark thesis: win the ecosystem first, monetize later 01:00 Intro: From lab to company - Ion's repeatable playbook 03:00 Did you always plan to become a founder, or did it just happen? 05:23 Let's start with Spark - how did the project come about? 13:04 What were the most important early decisions at Databricks? 23:49 You were the first CEO - what did you have to learn (or unlearn)? 30:01 How was building Anyscale different from building Databricks? 33:53 What's obvious to you about the future of AI that others miss? 37:31 Why AI works so well for code 41:00 The thesis behind OPAQUE Systems 44:06 Future infra will be heterogeneous, distributed, and vertically integrated 49:03 China's edge: faster diffusion from lab to market 53:19 Platform companies still work, but only with the right investors 55:57 What role did the Databricks Unit (DBU) play in value capture? 58:02 AI progress is plateauing, but adoption is just beginning