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RiskCellar is back with a packed episode that feels like the insurance industry itself, equal parts serious and unfiltered. Brandon Schuh and Nick Hartmann sit down to unpack a week that saw some of the biggest AI-driven headlines to hit the P&C space in recent memory. From a massive brokerage laying off 2,300 employees and blaming AI, to a CNN lawsuit targeting an AI search engine, to an InsurTech startup valued at $2.6 billion on just $40 million in revenue, nothing about this week is normal. And that's exactly the point.The episode digs into the Acrisure story, where roughly 2,300 jobs are being cut, the second round of layoffs in a single year, with AI cited as the primary driver. Brandon and Nick do the math. At $300,000 average revenue per employee, that's a $690 million bet on AI's ability to fill the gap. They zoom out to connect this to the broader PE pressure story, exits, soft markets, rising interest rates, and a potential IPO on the horizon. The conversation doesn't stop there. New York State's newly signed auto insurance tort reform law gets a thorough breakdown, including the new $100,000 cap on non-economic damages and tightened comparative negligence thresholds that could finally start moving the needle on affordability. And the CNN vs. Perplexity lawsuit opens a bigger conversation about AI as a derivative product, one that can't function without the journalism it may ultimately be destroying.Rounding out the news block is a closer look at Corgi, the AI-focused MGA that just raised at a $2.6 billion valuation despite generating only $40 million in revenue, a 65x multiple that leaves both hosts scratching their heads. Brandon draws a pointed parallel to boutique consulting firms now competing with McKinsey-sized players thanks to AI tools, a trend with direct implications for insurance brokerages of every size. The episode wraps with a "Three Truths and a Lie" segment on classic TV shows and a round of Simpsons trivia, staying true to the show's blend of sharp industry analysis and genuine conversation between two people who genuinely enjoy talking shop.Takeaways:Acrisure's 2,300-person layoff represents a (690M) bet that AI can replace human production capacity.PE-backed brokerages are under compounding pressure from soft markets, rising rates, and IPO timelines.New York's auto tort reform caps non-economic damages at (100,000) and tightens comparative negligence rules.AI is a derivative product, it depends on journalism and original content to function.CNN filed suit against Perplexity for alleged copyright infringement in New York federal court.Corgi's (2.6B) valuation at (65times) revenue raises serious questions about InsurTech market rationality.Boutique brokerages now have the firepower of Aon or Marsh thanks to accessible AI tools.Alleged class action litigation is brewing against a PE-backed brokerage over unpaid producer compensation.Chapters:00:00 Welcome to RiskCellar2:45 Big News Tease + What Are You Drinking?4:00 Memorial Day Weekend Recaps7:38 This Week's AI Theme Intro8:00 Acrisure Layoffs: The (690M) AI Bet17:30 Sponsor Break: IPFS + freeflow.ai17:4 CNN vs. Perplexity: AI and Journalism's Collision21:05 Corgi's (2.6B) Valuation and the InsurTech Bubble23:30 Boutique vs. McKinsey: AI Levels the Consulting Playing Field27:10 SpaceX IPO, Elon Musk, and Market Insanity29:00 Howden TROs and Industry Legal Wars30:38 Three Truths and a Lie: Classic TV Edition32:17 Simpsons Trivia: First 100 Episodes33:57 Upcoming Guests and Episode WrapConnect with RiskCellar:Website: https://www.riskcellar.com/Brandon Schuh:Facebook: https://www.facebook.com/profile.php?id=61552710523314LinkedIn: https://www.linkedin.com/in/brandon-stephen-schuh/Instagram: https://www.instagram.com/schuhpapa/Nick Hartmann:LinkedIn: https://www.linkedin.com/in/nickjhartmann/

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

What does it actually look like to lead people through a crisis — not just manage operations, but truly show up for the humans involved? In this episode of Leading Through Crisis, host Céline Williams sits down with Tracy Nolan, a Fortune 50 Senior Executive and global Board Leader with deep expertise in regulated industries, including healthcare and telecommunications. Tracy has led through it all: the closure of 27 retail stores as the last executive standing, being on a plane landing at Newark on the morning of 9/11 while working for Verizon, and managing 14,000 Sprint employees through both COVID-19 and a simultaneous merger with T-Mobile. Her philosophy? Jump in (beyond the operational checklist, beyond what the job description says), and treat your people the way you'd want to be treated. In this conversation, Tracy shares: - Why most leaders fail at crisis communication (and what to do instead) - How she ran "no-canned-questions" listening sessions that changed the way her teams trusted her - The "CEO for a day" roundtable method she uses to stay connected to frontline reality - Why feedback is a gift, regardless of your title - A powerful trust exercise every leader should do with their team today If you're a leader, executive, or manager who wants to build an organization that can not only survive a crisis but thrive through one, this episode is essential listening. — Tracy Nolan is a Fortune 50 senior executive and global board leader with deep experience in regulated industries, including healthcare and telecommunications. She has overseen $6B+ in P&L's, led multi-billion dollar revenue transformations, and delivered sustainable value through M&A integrations, operating models redesigns, and risk-managed expansion.  Tracy currently serves as Senior Vice President, where she leads the Insurance sales organization and distribution strategy. Tracy has recently been named to the 50/50 Women to Watch for Boards list and serves as the Board Secretary for Dress for Success Worldwide. She is an advocate dedicated to "Inspiring Leaders to Lift while they Climb." Connect with Tracy: tracynolan.com | LinkedIn: Tracy E. Nolan

Save big on Vegas with Las Vegas Advisor — get 10% off a membership with code MTM (new members, affiliate): lasvegasadvisor.com Tillman fertitta just bought Caesars Entertainment for $17.6 billion and the Vegas Strip will never be the same. 60 casinos, the biggest gaming operator on the planet, and a loyalty program tying it all together. Plus Palace Station's new Gaudi Bar is a showstopper, and the Vegas Loop still doesn't have a fire truck after five years. What we cover: Excalibur's dragon is still alive A's stadium construction drone update Bally's and the power station problem Baker, CA — Alien Jerky, UFO hotel, World's Largest Thermometer for sale Tacos Escobar — $20 all you can eat tacos on Fremont East Remembering Irving Pete Berger — Ellis Island pit boss, 55 years in Vegas Palace Station Gaudi Bar renovation BREAKING: fertitta Entertainment buys Caesars for $17.6B Vegas Loop still has no fire truck Episode Guide: 0:00 The Excalibur Dragon Lives 0:26 A's Stadium Drone Update 0:57 Bally's & the Power Problem 1:53 Baker — Alien Jerky & World's Largest Thermometer 5:02 Tacos Escobar — $20 All You Can Eat 7:48 Remembering A Vegas Legend 9:05 Gaudi Bar is world class 11:57 BREAKING: fertitta Entertainment Buys Caesars for $17.6B 15:33 Vegas Loop Still Has No Fire Truck Want more MTM Vegas? Get our exclusive weekly aftershow and join the community.

The CFTC is moving to withdraw its $5 million penalty against the crypto exchange founded by the Winklevoss twins, a Google staffer in Europe has been charged with fraud over his bets on Polymarket, New York City's pied-a-terre tax will take effect in July, Fertitta Entertainment is buying Caesars in a $17.6B deal, and drone strikes continue in the Middle East, despite a ceasefire. Thanks to the tech sector, markets are on the rise, but Sanctuary Wealth Management's Mary Ann Bartels is reading for a shift–eventually. Plus, New York City is buzzing with the first Knicks NBA final since 1999. Self-proclaimed “psycho fan” Gary Vaynerchuk discusses the eye-popping courtside ticket prices at MSG, pent up demand, and the power of paid media…when coupled with social media virality.   Mary Ann Bartels - 12:35 Gary Vaynerchuk - 24:38   In this episode: Gary Vaynerchuk, @garyvee Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In June 1988, 24-year-old truck driver David Churchill Jackson walked out of his Pembroke Pines, Florida apartment and completely vanished. He left behind a loving mother, a complicated past, and a young son who would grow up wondering what happened to his father. For fifteen years, David's disappearance remained a frozen mystery—until a cold case detective's vision board caught the eye of an unexpected visitor. ​In this chapter of The Book of the Dead, I explored the life of David Jackson, the devastating silence left in the wake of his disappearance, and the jaw-dropping twist that finally brought a hidden killer to justice decades later. This isn't just a story about how David died; it is about who he was, the family that never stopped looking for him, and why his memory matters.Connect with us on Social Media!You can find us at:Instagram: @bookofthedeadpodX: @bkofthedeadpodFacebook: The Book of the Dead PodcastTikTok: BookofthedeadpodOr visit our website at www.botdpod.comAFTER 7 YEARS, DISAPPEARANCE STILL MYSTERY. (2021, September 24). Sun Sentinel. https://www.sun-sentinel.com/1995/08/13/after-7-years-disappearance-still-mystery/Ambushed: The murder of David Jackson. (2014, May 11). CBS News. https://www.cbsnews.com/news/ambushed-the-murder-of-david-jackson/David Churchill Jackson (1963-1988). (2013, March 16). FInd a Grave. https://www.findagrave.com/memorial/106814812/david_churchill-jacksonDeutsch, K. (2005, January 22). Ohioian linked to 1988 murder. The Miami Herald, 6B.Elmore, C. (1994, September 14). Missing Pines man topic of TV talk show. Sun Sentinel, 2B.Ex-wife charged with murder after 19 years. (2021, September 26). Sun Sentinel. https://www.sun-sentinel.com/2007/12/15/ex-wife-charged-with-murder-after-19-years/?clearUserState=trueGuilty plea closes 24-year-old murder case. (2021, September 28). Sun Sentinel. https://www.sun-sentinel.com/2012/04/17/guilty-plea-closes-24-year-old-murder-case-2/James, S. (1990, June 25). Disappearance baffles police. Sun Sentinel, 1B.Kamph, S. (2011, June 23). My Father's Bones. Broward Palm Beach New Times, 34, 15–20.Pazdera, D. (1992, July 4). Mom still can't find her son. Sun Sentinel, 13B.Santana, S. (2001, November 3). Man convicted of Miramar murder. Sun Sentinel, 3B.Santana, S., & Marino, J. (2007, December 15). Ex-wife hit with murder charge years after crime. Sun Sentinel, 1B-6B.SUSPECT HELD IN '88 DEATH OF PINES MAN. (2021, September 27). Sun Sentinel. https://www.sun-sentinel.com/2004/10/13/suspect-held-in-88-death-of-pines-man/WOLFE v. STATE, No. 4D07-4555. | Fla. Dist. Ct. App., Judgment, Law, casemine.com. (n.d.). https://www.casemine.com. https://www.casemine.com/judgement/us/59146407add7b04934271346Woman implicated in ex-husband's murder to be released on bail. (2021, September 28). Sun Sentinel. https://www.sun-sentinel.com/2010/09/16/woman-implicated-in-ex-husbands-murder-to-be-released-on-bail/If you enjoyed the episode, consider leaving a review or rating! It helps more than you know! If you have a case suggestion, or want attention brought to a loved one's case, email me at bookofthedeadpod@gmail.com with Case Suggestion in the subject line.Stay safe, stay curious, and stay vigilant.

SUMMARY DEL SHOW Futuros ligeramente en verde tras nuevos récords en $SPX y Nasdaq, con el mercado todavía montado en infraestructura AI, pero con el crudo alto y la geopolítica marcando el pulso. $MU lidera el rally por memoria para AI y contagia a $WDC, $STX y $SNDK, mientras fondos rotan desde software hacia semis según Goldman. $NVDA anuncia expansión grande en Taiwán con el campus Constellation y $IREN firma $1.6B con $DELL para Blackwell en Texas, reforzando que el ciclo de data centers sigue acelerando.

Podean just closed their fourth acquisition in nine months. Travis Johnson is hinting at a fifth. Mountain Gate's strategic roadmap had six puzzle pieces. Four are filled. Two more to go.This is what a PE-backed independent agency rollup looks like when it's working.Travis Johnson — CEO and co-founder of Podean, the largest independent global marketplace-focused agency — is back on In/Organic to walk through the full acquisition path: what each deal was designed to solve, how they've learned to lead with culture before due diligence, why they stopped taking cold calls and built a one-pager instead, and what's still missing from the platform.At roughly 400 people and growing toward 500, managing $600-700M in retail media spend and driving approximately $5-6B in client sales — Podean may be the most acquisitive independent agency in the US right now. And they're not done.What we cover: The rationale behind each of the four acquisitions — Commerce Canal, AdAdvance, AdMerge, and CartBloom — why Walmart is growing faster than Amazon and CartBloom fills that gap, the hard lesson of spending six months on a deal that fell apart on culture, how Mountain Gate runs the identification process while Podean runs the relationship, the one-pager filter that stops time-wasting calls before they start, and what the next acquisition is probably going to be.⏱️ TIMESTAMPS0:26 — Welcome back and a quick apology to the 2,180 YouTube subscribers1:23 — Travis Johnson reintroduction: Podean, Mountain Gate backing, four deals in nine months2:44 — Quick refresh: the four acquisitions — Commerce Canal, AdAdvance, AdMerge, CartBloom3:37 — Podean's strategic thesis: end-to-end, global, social commerce, retail management4:15 — Breaking down each acquisition: what did it add?4:43 — Commerce Canal: retail operations depth, logistics, apparel vertical, New York office5:55 — AdAdvance: media-only depth, Amazon relationships, Streamline tech platform7:30 — AdMerge: two-thirds ex-Amazon team, global footprint now 21 countries, EmergeView and Emerge Engine9:30 — CartBloom: ex-Amazon, ex-Walmart founders, specialist Walmart depth in the fastest-growing retail media platform10:32 — Deal process breakdown: three proprietary, one banker-run (AdMerge)11:20 — What's still missing: social commerce globally and AI-native tech12:14 — TikTok Shop growing globally — Ireland, Europe, US numbers keep rising12:43 — Tech consolidation: from 6 tech people to 30, building AI-native unified platform14:08 — 400+ headcount, $600-700M retail media spend, $5-6B in client sales15:35 — "Just drop Codex on the file system and tell it to fix everything"16:13 — Advice for smaller agencies: don't get distracted, run a solid business first17:00 — The hard lesson: six months on a deal that fell apart on culture fit18:02 — Lead with culture first, numbers second — the pivot that changed their process18:25 — What taking PE money actually means: "You're about to sprint faster than you've ever sprinted"19:30 — Integration is hard: HR platforms, titles, tools, ways of working all different20:04 — Mountain Gate's role: strategic roadmap session, identification, deal sourcing20:38 — Six puzzle pieces. Four filled. Two more to go.22:13 — The one-pager filter: how to triage inbound without wasting time24:00 — Number five is coming. Give the exclusive to In/Organic, not AdAge.

In this episode of Run the Numbers, CJ breaks down SpaceX's S-1, unpacking what the filing reveals about Starlink, xAI, X, common control accounting, revenue, losses, CapEx, and Elon Musk's Mars-linked compensation structure.—SPONSORS:RightRev is an automated revenue recognition platform built for teams that have outgrown spreadsheets and billing tool workarounds. It handles high-volume subscriptions, usage-based contracts, and mid-cycle upgrades, so you can scale without scrambling at month-end. For RevRec that keeps your books clean, visit https://www.rightrev.com/CJRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY works with high-growth tech companies to navigate the messy realities of scaling—from regulatory requirements to IPO readiness. By helping teams get it right early and often, EY lets founders stay focused on building while reducing risk as they grow. Learn more at https://www.ey.com/techstartupsSpendHound is a SaaS spend management platform built for finance and procurement teams that want visibility and leverage in every deal. By tracking all your software, benchmarking pricing across thousands of vendors, and surfacing contracts and renewals, SpendHound helps you stop overpaying and negotiate with confidence. Trusted by teams at ZoomInfo and Hootsuite. Get started at https://www.spendhound.com/cjBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/run—LINKS: CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 SpaceX S1 breakdown0:50 Elon's Mars colony comp plan2:03 Common control accounting: SpaceX + xAI + X3:04 What SpaceX actually does3:43 How reusable rockets work4:24 Launch cost curve: foundation of everything5:49 Launch services: $8B, 85% of global launches6:44 Starlink: $11.4B, 63% EBITDA margins7:36 xAI and X: burning $1B/month8:22 Sponsors — RightRev | Rillet | EY11:18 Colossus and orbital AI thesis11:41 Revenue, segments and CapEx breakdown14:54 RPO: $28.4B backlog15:18 Starlink subscribers and ARPU decline16:01 Target valuation: $1.5–1.75 trillion16:47 Starlink deep dive18:05 International pricing strategy21:38 The consolidated entity problem22:28 Related party section: nine pages22:32 Sponsors — SpendHound | Brex | Aleph26:15 Valor Equity: $20B in equipment leases27:05 Tesla cross-ownership and Terrafab28:23 R&D: $8.6B, 46% of revenue30:33 Starship: key risk and growth linchpin31:41 Red flag 1: CEO comp tied to Mars colony32:22 Red flag 2: Musk concentration risk32:49 Red flag 3: Cursor option — $10B downside33:36 Red flag 4: X advertising is shrinking34:06 IPO structure and SPCX ticker34:50 30% retail allocation, no lockups35:44 S&P 500 inclusion forces buying within 15 days37:54 Valuation: 60–70x forward revenue38:43 Peer comparison39:44 What you're buying at $1.5T40:53 CFO comp: the only sane plan in the filing41:25 Bitcoin on the balance sheet41:57 Credits

The New York Times reports that the U.S. and Israel planned to install Ahmadinejad as Iran's leader, Netanyahu rebukes an Israeli minister for taunting a group of detained Gaza flotilla activists, the U.K. seals a free trade deal with the Gulf Cooperation Council, a judge orders the White House to comply with the Presidential Records Act, the DNC releases its autopsy report on the 2024 U.S. election, the U.N. backs an advisory opinion that member states are legally required to address climate change, Air France and Airbus are found liable in the 2009 fatal crash of Flight AF447, a Detroit-bound plane is diverted to Canada over an Ebola travel ban, NVIDIA reaches an all-time high revenue of $81.6B, and a record 274 climbers summit Everest in a single day. Sources: Verity.News

03:38 Judge rules initial search of assassin's backpack as unconstitutional34:18 Officers on duty for J6 riot sue government officials over $1.6B fund38:29 Drone video shows police BearCat running over armed man who killed copLEO Round Table (law enforcement talk show)Season 11, Episode 101 (2,675) filmed on 05/21/20261. https://rumble.com/v7a18r4-judge-in-luigi-mangione-case-rules-mcdonalds-backpack-search-was-illegal.html?mref=1htl22&mrefc=7http://tampafp.com/backpack-blunder-new-york-judge-allows-suspected-murder-weapon-in-mangione-trial/2. https://justthenews.com/government/courts-law/police-officers-who-were-j6-protests-sue-trump-agencies-over-anti3. https://rumble.com/v7a489q-drone-footage-shows-a-bearcat-running-over-and-killing-armed-suspect-who-ki.html?e9s=src_v1_upp_aShow Panelists and Personalities:Chip DeBlock (Host and retired police detective)Dr. Travis Yates (retired major)Anthony Bandiero (retired sergeant and Senior Legal Instructor for Blue to Gold LE Training)Sponsors:Galls - Proud to serve America's public safety professionalshttps://www.galls.com/leoUse 15% OFF Code: RADIO15Compliant Technologies - Cutting-edge non-lethal tools to empower and protect those who servehttps://www.complianttechnologies.net/The International Firearm Specialist Academy - The New Standard for Firearm Knowledgehttps://www.gunlearn.com/MyMedicare.live - save money in Medicare insurance options from the expertshttp://www.mymedicare.live/Related Events, Organizations and Books:Force Science Training and Conference Information:Get Ready—Early Registration for Force Science 2026 Conference​September 22 - 24, 2026 Austin Metro, TXSave $100!Use Code: earlybird26Also,Connect with Von Kliem on LinkedIn:linkedin.com/in/vonkliemconsultingAsk for the discount code for 15% off online FS courses which can be found at:https://www.forcescience.com/online-courses/Retired DEA Agent Robert Mazur's works:Interview of Bryan Cranston about him playing Agent Robert Mazur in THE INFILTRATOR filmhttps://vimeo.com/channels/1021727Trailer for the new book, THE BETRAYALhttps://www.robertmazur.com/wp-content/uploads/2023/05/The-Betrayal-trailer-reMix2.mp4Everything on Robert Mazurhttps://www.robertmazur.com/The Wounded Blue - Lt. Randy Sutton's charityhttps://thewoundedblue.org/Rescuing 911: The Fight For America's Safety - by Lt. Randy Sutton (Pre-Order)https://rescuing911.org/Books by panelist and retired Lt. Randy Sutton:https://www.amazon.com/Randy-Sutton/e/B001IR1MQU%3Fref=dbs_a_mng_rwt_scns_shareThey're Lying: The Media, The Left, and The Death of George Floyd - by Liz Collin (Lt. Bob Kroll's wife)https://thelieexposed.com/Lt. Col. Dave Grossman - Books, Newsletter, Presentations, Shop, Sheepdogshttps://grossmanontruth.com/Sheriff David Clarke - Videos, Commentary, Podcast, Shop, Newsletterhttps://americassheriff.com/Content Partners:Red Voice Media - Real News, Real Reportinghttps://www.redvoicemedia.com/shows/leo/ThisIsButter - One of the BEST law enforcement video channelshttps://rumble.com/user/ThisIsButterThe Free Press - LEO Round Table is in their Cops and Crimes section 5 days a weekhttps://www.tampafp.com/https://www.tampafp.com/category/cops-and-crime/Video Show Schedule On All Outlets:http://leoroundtable.com/home/syndication/Syndicated Radio Schedule:http://leoroundtable.com/radio/syndicated-radio-stations/

Funding for $1.6B replacement to Indianapolis VA hospital advances in Congress. Today’s Popcorn Moment: Corey Booker: We Shall Overcome. James Comey: Hang On. Today on the Marketplace: Genius or Ridiculous? Iranian officials claim injured Ayatollah is back to healthSee omnystudio.com/listener for privacy information.

Sports Business Journal names Indianapolis No. 3 in 2026 Best Sports Cities rankings. We are attacking Iran ANNNNNNNND it's cancelled. Justice Department Announces Anti-Weaponization Fund. Kentucky GOP voters decide the fate of Representative Thomas Massie. Purdue University President Mung Chiang Leaving for Northwestern. Delegates must vote no on Diego Morales Funding for $1.6B replacement to Indianapolis VA hospital advances in Congress. Today’s Popcorn Moment: Corey Booker: We Shall Overcome. James Comey: Hang On. Today on the Marketplace: Genius or Ridiculous? Iranian officials claim injured Ayatollah is back to health QDoba stabbing in Fishers. Jake Query talking about Indy 500 qualifying. Fist Fighting over Swatch watches TV Theme Song: Big Brother. Howard Stern is a grumpy old manSee omnystudio.com/listener for privacy information.

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

This is a recap of the top 10 posts on Hacker News on May 16, 2026. This podcast was generated by wondercraft.ai (00:30): Moving away from Tailwind, and learning to structure my CSSOriginal post: https://news.ycombinator.com/item?id=48158400&utm_source=wondercraft_ai(01:57): 'No way to prevent this,' says only package manager where this regularly happensOriginal post: https://news.ycombinator.com/item?id=48155690&utm_source=wondercraft_ai(03:25): Frontier AI has broken the open CTF formatOriginal post: https://news.ycombinator.com/item?id=48157559&utm_source=wondercraft_ai(04:52): SANA-WM, a 2.6B open-source world model for 1-minute 720p videoOriginal post: https://news.ycombinator.com/item?id=48159445&utm_source=wondercraft_ai(06:20): HTML ListsOriginal post: https://news.ycombinator.com/item?id=48161861&utm_source=wondercraft_ai(07:48): Fecal transplants for autism deliver success in clinical trials (2019)Original post: https://news.ycombinator.com/item?id=48158494&utm_source=wondercraft_ai(09:15): Accelerando (2005)Original post: https://news.ycombinator.com/item?id=48159241&utm_source=wondercraft_ai(10:43): Zerostack – A Unix-inspired coding agent written in pure RustOriginal post: https://news.ycombinator.com/item?id=48164287&utm_source=wondercraft_ai(12:11): Where to buy a non-Apple, non-Google smartphoneOriginal post: https://news.ycombinator.com/item?id=48158130&utm_source=wondercraft_ai(13:38): We've made the world too complicatedOriginal post: https://news.ycombinator.com/item?id=48158065&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai

Cerebras is going public with the largest commercial chip ever built, $510M in 2025 revenue, and a $24.6B backlog mostly tied to OpenAI. CJ breaks down the company's wafer-scale AI bet, why inference changed the story, the strange customer-investor-lender relationships behind the IPO, and the big question: is Cerebras the next NVIDIA-style infrastructure winner, or a concentrated hardware company with a very expensive cloud pivot?—SPONSORS:SpendHound is a SaaS spend management platform built for finance and procurement teams that want visibility and leverage in every deal. By tracking all your software, benchmarking pricing across thousands of vendors, and surfacing contracts and renewals, SpendHound helps you stop overpaying and negotiate with confidence. Trusted by teams at ZoomInfo and Hootsuite. Get started at https://www.spendhound.com/cjBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/runRightRev is an automated revenue recognition platform built for teams that have outgrown spreadsheets and billing tool workarounds. It handles high-volume subscriptions, usage-based contracts, and mid-cycle upgrades, so you can scale without scrambling at month-end. For RevRec that keeps your books clean, visit https://www.rightrev.com/CJRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY works with high-growth tech companies to navigate the messy realities of scaling—from regulatory requirements to IPO readiness. By helping teams get it right early and often, EY lets founders stay focused on building while reducing risk as they grow. Learn more at https://www.ey.com/techstartups—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNCJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and intro0:59 Cerebras: the dinner plate chip3:56 Why chip size matters for AI5:26 Old vs. new AI: inference is the bottleneck7:30 Revenue: 20x in 3 years7:49 Sponsors — SpendHound | Brex | Aleph11:33 Gross margin12:02 Net income: the one-time accounting trick12:41 Operating cash flow whipsaw13:24 RPO: $24.6B backlog13:58 Customer concentration: the UAE entities18:06 Sponsors — RightRev | Rillet | EY21:05 Cloud revenue: the inverse SaaS story22:23 Cloud gross margin collapse23:53 G42 warrants for pennies29:14 The OpenAI warrant: Funky Town31:08 $40B market cap milestone31:36 R&D and S&M breakdown33:15 Balance sheet and cash burn35:59 Red flag 1: accounting weaknesses36:37 Red flag 2: one foundry, no supply deal37:28 Red flag 3: UAE geopolitical risk38:10 Red flag 4: cloud is unproven39:02 Cap table: founders diluted40:43 Voting control: Class A, B, and N41:15 Valuation: 10–13x forward revenue41:48 Peer comparison43:47 CEO's prior issues46:10 CreditsNothing said or created by this podcast is business or investment advice#RunTheNumbersPodcast #IPO #Semiconductors #AIStrategy #FinanceLeadership

This Week In Startups is made possible by:Pilot -⁠ https://Pilot.com/TWIST⁠Grasshopper Bank -⁠ https://Grasshopper.bank/TWIST⁠Quo -⁠ https://Quo.com/TWiST⁠Plaud - ⁠https://Plaud.ai/twist⁠Anthropic just declared every unauthorized secondary sale of its stock "void" — naming Hiive, Forge, Sydecar, Upmarket, and others in a public hit list. Jason and Alex sit down with Jenny Fielding (Everywhere Ventures), Dave McClure (Practical VC), and Sam Lessin (Slow Ventures) to unpack what the AI lab's move to limit secondary trades means for SPV operators, brokers, and the founders trying to keep control of their cap tables. Plus: a real story of a founder who returned a $15M Series A six months after closing because Claude was going to eat his startup, SaaS moats, and just what does it mean to be rich?Timestamps:0:00 Guest introductions0:48 Anthropic voids unauthorized SPV trades8:41 Accredited investor reform & the SEC sophisticated investor test8:58 Quo (formerly OpenPhone) - Quo gives you a clean, modern way to handle every customer call, text, and thread all in one place. Try it free at https://quo.com/TWiST11:43 Naval's USVC closed-end fund as a workaround16:41 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!17:48 Pro-rata rights battles: when Series A investors push seed investors out19:36 Grasshopper Bank: Time is money. Don't waste either. Go to https://grasshopper.bank/twist and get an exclusive $500 cash bonus just for opening an account.29:13 Pilot: Focus on your product, let Pilot handle your bookkeeping. Pilot provides the most reliable accounting, CFO, and tax services for startups and small businesses. Head to https://pilot.com/twist and get $1,200 off your first year.30:23 Storing wealth in stories vs. cash flows34:19 Cerebras and Fervo Energy IPOs — meaningful liquidity?37:54 Will SpaceX, Anthropic, OpenAI IPOs redistribute capital or compound it?45:58 The $15M Series A founder who returned the money because of Claude50:01 Should founders pivot or return capital when the world changes?56:43 OpenAI's $6.6B tender and Shruti Gandhi's viral SF cost-of-living tweet1:00:25 Intercom rebrands to Fin: the AI-first late-stage pivotSubscribe to the TWiST500 newsletter:⁠ https://ticker.thisweekinstartups.com⁠Check out the TWIST500:⁠ https://www.twist500.com⁠Subscribe to This Week in Startups on Apple:⁠ https://rb.gy/v19fcp⁠Follow Lon:X:⁠ https://x.com/lons⁠Follow Alex:X:⁠ https://x.com/alex⁠LinkedIn:⁠ ⁠https://www.linkedin.com/in/alexwilhelm⁠Follow Jason:X:⁠ https://twitter.com/Jason⁠LinkedIn:⁠ https://www.linkedin.com/in/jasoncalacanis⁠Check out all our partner offers:⁠ https://partners.launch.co/⁠Great TWIST interviews:⁠ Will Guidara,⁠⁠ Eoghan McCabe⁠,⁠ Steve Huffman⁠,⁠ Brian Chesky⁠,⁠ Bob Moesta,⁠⁠ Aaron Levie⁠,⁠ Sophia Amoruso⁠,⁠ Reid Hoffman⁠,⁠ Frank Slootman⁠,⁠ Billy McFarland⁠Check out Jason's suite of newsletters:⁠ https://substack.com/@calacanis⁠Follow TWiST:Twitter:⁠ https://twitter.com/TWiStartups⁠YouTube:⁠ https://www.youtube.com/thisweekin⁠Instagram:⁠ https://www.instagram.com/thisweekinstartups⁠TikTok:⁠ https://www.tiktok.com/@thisweekinstartups⁠Substack:⁠ https://twistartups.substack.com⁠

David covers three Wednesday stories: Coinbase laying off 14% of staff, a16z Crypto raising $2.2 billion, and Strategy losing $12.5 billion as CEO Phong Le floats selling bitcoin. We also unpack the AI-first layoff narrative, the potential return of the infra supercycle ($6B+ raised across crypto VCs in 2026), and why a Cambrian explosion of DATs and ETFs might absorb whatever Saylor has to offload. Enjoy! -- TIMESTAMPS: (00:00) Intro (01:17) Coinbase Layoffs (07:15) Nexo Ad (07:50) Coinbase Layoffs (Cont.) (10:30) a16z Crypto Fund 5 (15:17) Nexo Ad (16:09) a16z Crypto Fund 5 (Cont.) (22:30) Strategy Losses FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW SPONSORS › NEXO Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at http://nexo.com/breakdown Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

From Wall Street to Washington, major power players are relocating, redistricting battles are intensifying, and political tensions are spilling into corporate decisions. This episode breaks down a fast-moving shift in money, politics, and influence. ⚡ HOOK (OPEN) A knock on the glass. A billion-dollar exit. And a country quietly redrawing its power map in real time.

Bitcoin holds near $79K as Kraken's parent completes a landmark $550 million acquisition of Bitnomial to gain full CFTC derivatives capabilities. Strategy pauses Bitcoin purchases ahead of earnings, while North Korean terrorism victims obtain a court order to seize $71M in Arbitrum-frozen Kelp DAO ETH. Ethereum ETFs see continued inflows, XRP Ledger emerges as a $3.6B tokenized energy hub, and fake HSBC stablecoin scams are spreading. Markets remain cautious but supported by institutional developments and regulatory progress. Hosted on Acast. See acast.com/privacy for more information.

Ravi Gupta sits down with Bradley Tusk to break down New York City's mounting budget crisis, a $6B deficit, and the tough choices facing Mayor Mamdani. They dig into the city's $40B education system—why it spends more than anywhere else yet delivers mediocre results—and what real reform could look like. The conversation spans everything from union power and government inefficiency to housing, public safety, and the future of urban leadership. It's a sharp, unfiltered look at whether Mamdani has the political courage to move beyond ideology and actually fix what's broken.  Bradley Tusk's The Firewall Podcast  ____________ Leave us a voicemail with your thoughts on the show! 201-305-0084⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Ravi at @RaviMGupta Notes from this episode are also available on Substack: ⁠https://thelostdebate.substack.com/⁠ Read more from Ravi on Substack: ⁠https://realravigupta.substack.com⁠  Follow The Branch at @thebranchmedia Listen to more episodes of Lost Debate on Apple: https://podcasts.apple.com/us/podcast/the-lost-debate/id1591300785 Listen to more episodes of Lost Debate on Spotify: ⁠https://open.spotify.com/show/7xR9pch9DrQDiZfGB5oF0F⁠ Listen to Where the Schools Went: ⁠https://thebranchmedia.org/show/where-the-schools-went/⁠ 

The mobile gaming industry just posted record revenue ($195.6B) while simultaneously firing 44,000 developers. Here's what's actually going on.Matej Lančarič flies solo this week to break down the five stories that matter most: NTE's massive global launch, IronSource's official shutdown after one of the worst acquisitions in mobile gaming history, the State of Mobile Gaming 2026 report and what its genre data really tells us, Adam Foroughi's spicy 20VC interview, and Google's ad tech antitrust ruling that's about to reshape programmatic advertising.Five stories, one signal: the market growth is real but extremely concentrated. If you're not in the right two genres or one of the live-service giants, you're competing for table scraps.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Record revenue, record layoffs paradox00:50 NTE / Neverness to Everness global launch02:30 IronSource is officially dead — RIP $4.4B acquisition03:45 $195.6B revenue + 44K layoffs — the concentration story05:15 Adam Foroughi on 20VC — $83M payday, AI, layoffs05:45 Google ad tech antitrust ruling — what comes next06:30 Closing — the week ahead━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Lam Research just reported its best quarter ever — and then guided the next quarter to $6.6 billion in revenue. Wall Street was expecting $6.1 billion. In this episode, Nick and Kasey break down everything that matters from Lam Research's Q3 fiscal year 2026 earnings: the headline numbers, the mix shift toward memory, the advanced packaging growth story, what management's $796 million share buyback at all-time highs is actually communicating, and why Lam has quietly become CSI's largest semiconductor equipment holding — overtaking Applied Materials, where their conviction started over a decade ago.There is also the acceleration of the $40 billion NAND conversion investment timeline, now expected to complete before the end of 2027 — a significant pull-forward that increases near-term equipment demand for exactly the etch and deposition tools that Lam dominates. What we cover:— Q3 FY2026 results: $5.84B revenue, +24% year over year, EPS beat, gross margin approaching 50%— Q4 guidance: $6.6B vs. $6.1B analyst consensus — what the gap means for the cycle— Memory mix rising to 39% of systems revenue and why it has further to run in 2026 and 2027— Advanced packaging revenues targeted to grow over 50% in calendar year 2026— Customer support segment hits a record $2B — the recurring revenue cushion for the next downturn— The $796M share buyback at all-time highs — management's unambiguous signal— The $40B NAND conversion acceleration and what it means for Lam's revenue runway— Wafer fab equipment spending raised to $140B annually — the industry-wide read-through— Why Lam has become CSI's largest fab equipment holdingSponsored by fiscal.ai — the platform powering CSI's KPI charts and financial data. Get 15% off at fiscal.ai/csiDisclosure: Nick and Kasey are Lam Research shareholders. This content is for general information only and is not individual investment advice. All investing involves risk.chipstockinvestor.com

Shoot us a Text.Episode #1323: Carvana keeps buying rooftops while Stellantis slows consolidation. GM delays its next-gen EV trucks amid weak demand, and Sony-Honda scale back Afeela.Show Notes with links:Carvana just scooped up its seventh CDJR store, planting its first franchised flag in Ohio. The online disruptor continues its push into traditional retail—while Stellantis quietly pumps the brakes.Carvana acquired Avon Lake CDJR near Cleveland, strengthening its hybrid model, pairing physical rooftops with its online sales and distribution network.Stellantis recently limited buyers to one CDJR store per year, signaling a push to slow consolidation and maintain dealer network balance.Analysts say these stores double as regional logistics hubs, keeping delivery distances within that 300–400 mile sweet spot.“Nobody wants to sell a Lexus store…with Stellantis, there's a ready supply.” said analyst Jeff Lick of Stephens Inc.GM is hitting pause on the future of its electric truck lineup, shelving plans for a next-gen refresh and signaling a sharper pivot back to gas-powered pickups as EV demand—and profitability—continue to lag.GM has indefinitely delayed its planned 2028 refresh of full-size EV trucks and SUVs, including Silverado EV and Escalade IQ.The move follows $7.6B in EV-related charges and a sharp drop in sales after federal incentives disappeared.Current EV truck volumes remain low, while GM is adding production capacity for gas-powered heavy-duty pickups.Factory Zero, once the centerpiece of GM's EV strategy, has seen layoffs, shutdowns, and reduced shifts amid weak demand.“EVs remain the end game for GM,” the company said, despite the pause in next-generation planning.Sony and Honda are scaling back their joint venture after deciding the current setup couldn't deliver competitive products anytime soon.Sony Honda Mobility is reducing operations after scrapping plans for its Afeela EV lineup.Employees will be reassigned back to Sony and Honda as the JV winds down activity.The companies cited challenges bringing products to market under the current structure.Even as EV plans fade, the partners say they'll continue focusing on software and user experience innovation.“It would be difficult…to bring products and services aligned with the JV's purpose to market,” the companies said.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast  as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

You can read the written version of this episode here: https://newsletter.outbound.kitchen/---Q1 recap, Q2 roadmap, and the three systems I'm building for outbound teams right now. Everything I shipped in Q1:March 2026- OK28: How ElevenLabs is Scaling Outbound From 5% to 46% With Human SDRs: https://newsletter.outbound.kitchen/p/how-to-scale-outbound-from-5-to-46- Best AI for Account Research? I Tested 7 AI Models: https://newsletter.outbound.kitchen/p/best-ai-for-account-research-i-testedFebruary 2026- I tracked 232 outbound teams. Here's what I found: https://newsletter.outbound.kitchen/p/the-outbound-paradox-reality-vs-linkedin- OK26: 5 AI Cold Call Training Scenarios Every Outbound SDR Team Should Run: https://newsletter.outbound.kitchen/p/how-to-train-cold-callers-with-ai- ClickUp built THIS before scaling dials: https://newsletter.outbound.kitchen/p/clickup-built-this-before-scaling- 9 ways I use Claude Code for outbound: https://newsletter.outbound.kitchen/p/ive-been-using-claude-code-sinceJanuary 2026- OK25: How to Build a Profitable Outbound SDR Team: https://newsletter.outbound.kitchen/p/how-to-build-a-profitable-outbound- How to prove outbound is working (to your CEO): https://newsletter.outbound.kitchen/p/how-to-prove-outbound-is-working- OK24: How DoorDash Scaled Outbound from $291M to $8.6B: https://newsletter.outbound.kitchen/p/how-doordash-scaled-outbound-from- How to Divide Your Outbound Market Into Territories (7-Step Guide): https://newsletter.outbound.kitchen/p/how-to-divide-your-outbound-market- OK23: How to Build SDR Enablement from Scratch: https://newsletter.outbound.kitchen/p/how-to-build-sdr-enablement-from- 100 emails → 1 meeting (2015). Now it's 1,000+: https://newsletter.outbound.kitchen/p/100-emails-1-meeting-2015-now-its- OK22: How to Cold Call for Higher Connect Rates: https://newsletter.outbound.kitchen/p/how-to-cold-call-for-higher-connect---Who I am? Elric Legloire, founder of Outbound Kitchen. When you're ready⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Send us Fan MailPrivate credit is the crisis everyone's watching, but the real story -- and the one no one has been focused on -- is what private equity is doing behind the scenes.In Part 1 of our 3-part series, Kristen and Jen break down the $30 billion leveraged buyout of Caesars by Apollo and TPG, the deal that became the blueprint for what we now call "creditor-on-creditor violence" and flipped everything everyone thought they knew about the relationship between debt and equity investors on its head.This also happens to be the ultimate Private Equity & LBO deep dive as we start with the basics: what an LBO actually is, how it works, why private equity firms started to do club deals back in 2006/7 (hint...size) and how capital structures work at a high level.From there, Jen and Kristen walk through the actual structure of the Caesars deal — $6B in equity from Apollo, TPG, and 30+ co-investors (everyone from Goldman Sachs to the Michael J. Fox Foundation to Bob Kraft), $7B in bank loans, $6B in bridge-to-high-yield bonds, and $6.5B in commercial mortgage-backed securities sitting at the PropCo level. They explain what an OpCo/PropCo mean in laymen's terms, why it let Apollo juice leverage, why club deals fell out of favor in favor of co-invest structures, and how today's mega-LBOs (Electronic Arts, the Ellison family's Warner Bros. Discovery play) stack up against what was historic in 2007.This series is based on The Caesars Palace Coup by Sujeet Indap and Max Frumes — not sponsored, just genuinely one of the best case studies out there on LBOs and distressed debt investing. Stay tuned for Part 2, where Jen and Kristen get into everything that went wrong, the asset-transfer shenanigans, and the birth of creditor-on-creditor violence and how Britney Spears was the linchpin that kept it all together...until it all unraveled with the biggest names in investing, Apaloosa, Eliott, Oak Tree, Oak Hill, Paulson and more got in the ring. In Part 3, we sit down with Sujeet Indap of the Financial Times to talk about what the Caesars deal means for the private credit market today, and what exactly is going on with Caesars who is back in the news with Carl Icahn and billionaire Tilman Fertitta out with competing offers.For a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HEREWealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE. 

With Wen Nottebohm—Managing Director, Wealth Advisor at Cresset Overview Wen Nottebohm of Cresset joins Mindy Diamond to share the next gen perspective: how advisors can design their own growth path, earn credibility among UHNW clients, the value of mentors, the influence of AI, and much more. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. Watch… https://youtu.be/jmtqqBQ9C80 About this episode… There's a fairly well-defined career path for most financial advisors. You spend the early years learning the business, supporting senior advisors, and gradually taking on more responsibility. When it comes to ultra-high net worth clients, that timeline tends to stretch even longer, given the complexity and expectations that come with those relationships. But the path isn't always linear. And in some cases, it moves faster than people expect—especially when the focus shifts from simply accumulating experience to developing real expertise and “a seat at the table” early on. That's part of what makes Wen Nottebohm's perspective so compelling. Wen is part of the Atlanta team at Cresset, a $230B+ multi-family office. The team manages roughly $7B in assets, and Wen herself is advising on $1.6B for UHNW families and entrepreneurs. What stands out is not just the scale, but how early in her career Wen stepped into that level of responsibility—and what it actually required to make that work. In this conversation with Mindy Diamond, Wen offers a very real look at the next gen perspective, including: The wirehouse environment—and what made it a successful training ground. The value of a mentor—and how working with Justin Berman helped her move to the next level. Building a book to over $1B—and how she did so in a much shorter timeline than many of her peers. Earning credibility—and what it really takes to build a business and client trust with less of a track record. Working with a sophisticated client base—and how to manage expectations and identify what they really value. The benefit of a firm like Cresset—and how the more personalized culture and boutique feel creates a foundation for growth. The influence of AI—and how it's both changing the dynamic and raising the level of the advisor-client conversation. This episode is a masterclass for next gen and seasoned advisors alike, identifying what it really takes to build a billion-dollar business in a rapidly changing environment and questioning whether the traditional timeline for building an advisory practice is being rewritten in real time. Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources Finding the Shortest Path to Excellence Can Be a Game Changer for AdvisorsDoing everything you can to deliver better service, drive growth, and achieve your goals faster can result in extraordinary benefits. The 4th Annual Advisor Transition ReportA data-driven look at where advisors are moving, why they're making changes, and what it means for your business in 2026. Life After Goldman Sachs: A Story of Extraordinary SuccessEx-Goldman Sachs advisor Justin Berman shares how he found the courage to leave the Goldman imprimatur, brave Garden Leave, and build the $3B Berman Capital Advisors. Wen NottebohmManaging Director and Wealth Advisor Wen Nottebohm is a Managing Director, Wealth Advisor at Cresset. She works with clients to help protect and grow their legacy in order to have a bigger impact on what is most important to them. Wen was named to the 2024 Barron's Top 100 Independent Advisors, 2025 Barron's Top Independent Financial Advisors, 2025 Barron's Top Financial Advisors By State, 2025 Barron's Top Women Financial Advisors, 2025 Forbes Top Women Wealth Advisors Best-In-State, 2025 Forbes Best-In-State Wealth Advisors, 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State, and 2025 Forbes America's Top Next-Gen Wealth Advisors lists. Prior to Cresset, Wen worked as a Wealth Advisor for Berman Capital Advisors, and before that was with AQR Capital Management, where she was a Client Strategies and Portfolio Solutions Analyst. Wen started out her career in the Private Wealth Management division at Morgan Stanley Smith Barney, where she specialized in risk and discretionary account management for the firm's ultra-high-net-worth clients. Wen graduated from MIT with Bachelor of Science degrees in Economics and Management Science. She also holds an MBA from The Wharton School, University of Pennsylvania. She obtained the CERTIFIED FINANCIAL PLANNER® designation in 2019. Wen and her husband live in Atlanta with their son and daughter. She serves on the Board of the YWCA of Greater Atlanta and is involved with the Atlanta Regional Commission Global Advisory Panel, the MIT Alumni Association, the Wharton Club of Atlanta, and the Young Women Leadership Forum. Wen is also a member of the LEAD Atlanta Class of 2016.

Veeva Systems has been hammered by the AI-driven software selloff — but when you look past the stock chart, the fundamentals tell a completely different story. Zero debt, over $6 billion in cash, $1.4 billion in free cash flow, and a reverse DCF suggesting the market is pricing in only 5% growth. That seems like a very easy hurdle for Veeva to clear.In this episode, Kasey breaks down why Veeva is far more than a boring CRM company. Built specifically for the biopharma and life sciences industry, Veeva has embedded itself into every stage of the drug development process — from R&D and clinical trials through manufacturing compliance and global regulatory filings.We cover:- What Veeva actually does — the four-segment cloud stack explained- FY2026 results: $3.2B revenue, 16% year-over-year growth- The balance sheet: $6B+ cash, zero debt- Free cash flow growing at a 16% CAGR on a per-share basis- Is AI a genuine threat to Veeva — or a tailwind?- CEO Peter Gassner's case for AI as symbiotic, not disruptive- The real bottleneck in getting drugs to patients — and where Veeva fits- A reverse DCF valuation walkthrough: what growth rate is actually priced in?We lay out the full case and leave the conclusion where it belongs — with you.Want deeper research and live discussion? Join our Semi Insider community at chipstockinvestor.com. New members can access the Discord server until April 15th.Disclaimer: Content is for general information and educational purposes only and does not constitute specific investment advice. All investing involves risk. Nick and Kasey hold a position in Veeva Systems.

Amazon's dropping $10.8 billion on Globalstar to beef up its Leo satellite network and challenge Starlink — and Apple's along for the ride. Plus, federal charges for the Sam Altman attacker, OpenAI acqui-hires a fintech startup, Google declares war on back button hijacking, data labeling startups are printing money, and Missouri voters revolt over a data center. Amazon agrees to acquire satellite operator Globalstar for $10.8B to expand Leo satellite network; Amazon and Apple say Leo will power some iPhone and Watch services (Amazon) Amazon to Acquire Globalstar in Satellite Cellular-Connection Push (WSJ) US DOJ charges Daniel Moreno-Gama, accused of throwing a Molotov cocktail at Sam Altman's home, with attempted murder and arson (CNN) Man who attacked OpenAI CEO's home had list of other AI executives (NYT) OpenAI acquires personal finance startup Hiro Finance (TechCrunch) Google designates "back button hijacking" as malicious, sites could be demoted in Search from June 15 (9to5Google) Data labeling startup Handshake's gross annualized revenue hits ~$1B; Mercor also at $1B+ pace (The Information) Voters in Festus, Missouri oust all four incumbent council members days after council approved a $6B data center (Politico) Learn more at liquid.trade/techbrew. 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

Welcome to episode 351 of The Cloud Pod, where the weather is always cloudy! Justin, Matt, and Ryan are in the studio today and ready to bring you the latest in cloud and AI news. And it's that time of year again – we're coming up quickly on Google Next, place your AI money bets, so we've got our yearly predictions for what's coming from Vegas, as well as more news about Mythos, Amazon finally becoming a utility, and even an aftershow where we discuss the computing power of Artemis. It's a great show, so let's get started!  Titles we almost went with this week Three StorageClasses Walk Into an AI Workload Deprecated Models Don’t Die, They Just Fail Your API Calls SQL Walks Into a Graph Bar and Stays Too Many Agents Spoil the Workflow One Registry to Rule All Your Rogue AI Agents Eight CPUs Walk Into Space, Only One Comes Back Stop Retyping the Same Gemini Prompt Like a Caveman Claude Code Routines Let AI Work While You Sleep AWS Builds a Yellow Pages for Your AI Agents GPT Finally Stops Refusing to Talk About Hacking None of the hosts is ready for Next We are once again trying to look into our next next next crystal ball and failing Google is gonna announce AI, it’s just mandatory now Las Vegas is calling, our Livers are crying A big thanks to this week's sponsors: There are a lot of cloud cost management tools out there, but only Archera provides insured commitments. It sounds fancy, but it’s really simple. Archera gives you the cost savings of a 1 or 3-year AWS Savings Plan with a commitment as short as 30 days. If you do not use all the cloud resources you have committed to, Archera will literally cover the difference. Other cost management tools may say they offer “insured commitments”, but remember to ask: Will you actually give me my rebate? Because Archera will.  Check out thecloudpod.net/archera to schedule a demo today.  We also wanted to tell you about something coming to the US for the first time — WeAreDevelopers World Congress!  They’ve been doing this in Europe for years, 15,000-plus attendees in Berlin, it’s one of the biggest developer events over there. Coté from Software Defined Talk is actually speaking at their Berlin event this summer, so we’ve got some firsthand context here. In September, they’re launching the North America edition. San José, September 23 to 25. 500-plus speakers, 18 tracks — cloud, infrastructure, DevOps, security, AI, data engineering, all of it. Speakers from Datadog, Honeycomb, Sentry, Google, LinkedIn, and Stack Overflow. Olivier Pomel, Christine Yen, Milin Desai, Kelsey Hightower – plus workshops and masterclasses, not just talks. These are people who know how to do a developer conference at scale. wearedevelopers.us, code DEVPOD26 for 15% off. Group rates on top of that for 4 or more. Follow Up 01:47 AI Cybersecurity After Mythos: The Jagged Frontier  Since the original Mythos/Project Glasswing announcement, AISLE published follow-up testing showing that small, inexpensive open-weight models can replicate much of the vulnerability detection work Anthropic attributed to Mythos, with all 8 tested models detecting the flagship FreeBSD NFS buffer overflow, including a 3.6B parameter model costing $0.11 per million tokens. A notable correction to the framing of the original announcement: cyb

VOV1 - LĐLĐ thành phố Hà Nội vừa tổ chức tổng kết 15 năm thực hiện Nghị quyết 6b và Chỉ thị 03 Tổng LĐLĐ Việt Nam, biểu dương 563 tập thể, cá nhân điển hình trong phong trào thi đua "Giỏi việc nước, đảm việc nhà" và khen thưởng chuyên đề văn hoá thể thao sáng 14/4.Liên đoàn Lao động (LĐLĐ) Thành phố Hà Nội đang trực tiếp quản lý 85 Công đoàn xã, phường, Công đoàn Khu công nghệ cao và Khu công nghiệp Thành phố; 7 Công đoàn Tổng Công ty và tương đương, với tổng số 5.630 Công đoàn cơ sở và hơn 584.000 đoàn viên, trong đó nữ đoàn viên chiếm 54,6%.Ông Nguyễn Văn Thắng, Chủ tịch LĐLĐ thành phố Hà Nội cho biết, 15 năm qua, hoạt động chăm lo được triển khai toàn diện. "Hoạt động chăm lo được triển khai toàn diện. Mô hình “Sức khỏe của bạn” đã hỗ trợ hơn 1,05 triệu lượt nữ công nhân viên chức lao động (CNVCLĐ) khám sức khỏe, tầm soát ung thư miễn phí.. vận động doanh nghiệp lắp đặt 116 phòng vắt, trữ sữa mẹ tại nơi làm việc. Nhiều chương trình ý nghĩa được tổ chức như tri ân nữ cán bộ, “Tặng áo dài – Trao yêu thương – Gìn giữ nét đẹp truyền thống”. Những kết quả đó khẳng định Nghị quyết 6B đã thực sự đi vào cuộc sống, góp phần nâng cao vị thế phụ nữ và xây dựng tổ chức Công đoàn thủ đô ngày càng vững mạnh."

Simon Erickson of 7investing breaks down two high-potential watchlist stocks: Micron Technology (NASDAQ:MU) — a memory giant riding the AI boom with explosive margin expansion — and Infleqtion (NYSE:INFQ), a newly public quantum computing company using groundbreaking neutral atom technology. Micron's high bandwidth memory (HBM) is completely sold out through 2026, with gross margins expanding 16 percentage points year-over-year on $13.6B in quarterly revenue. This is one of the most compelling AI infrastructure plays in the semiconductor space right now.Infleqtion just hit public markets via SPAC in February 2026 and is already partnered with NVIDIA (NASDAQ:NVDA) through a CUDA integration called Qlink. With quantum computing threatening RSA encryption and unlocking solutions classical computers can't touch, government contracts, defense spending, and research grants are flooding the space — justifying premium valuations for early-stage leaders.

Is your SaaS company competing for funding in a market that's already decided AI wins? The Q1 2026 data is in — and the numbers are decisive. If you're a SaaS founder thinking about your next raise — or a CFO modeling out valuation scenarios — understanding where investors are actually writing checks matters more than ever. In epsiode #363, Ben Murray covers: Which software categories dominated Q1 funding — AI infrastructure and vertical SaaS led at $4.6B and $4.5B respectively, and knowing why could sharpen your positioning Why enterprise pricing is the investor favorite — 59% of all capital flowed into enterprise-model companies, signaling exactly what target customer story VCs want to hear How Seed vs. Series A funding differs by category — Series A flipped toward vertical software and GRC, while Seed stayed heavy on AI infrastructure and DevOps What AI native vs. AI embedded actually means for classification — and why the distinction is shaping how investors evaluate your product Where to get the full Q1 2026 funding report — with searchable data across 552 rounds and $20B+ in tracked investment Listen now to get the Q1 2026 funding breakdown — then download the full PDF report to see exactly where smart money is going before your next raise. Resources Mentioned Q1 2026 Funding Report PDF — available via Ben's newsletter: https://mailchi.mp/thesaascfo.com/investors-sent-a-message-in-1q26-ai-or-bust

In case you didn't realize what the Trump Effect is about…Mamdani's wife has been exposed as a Jew-hating, America-hating MuslimMamdani's city council an illegal got deported[X] SB – Hugo Chavez statue coming downHugo Chavez statues coming down. Apparently, Democrats only like living rapists and not dead ones.Comey subpoenaed$16.6B in arms sales to Middle EastThe Japanese PM laughed at Biden's autopen picture…History, when left unattended, behaves like that uninvited drunk relative who shows up to the party, ready to remind everyone who ruined 1987.Nations carry that same emotional baggage, except instead of cranberry sauce stains, they carry war guilt, generational shame, and constitutions written under occupation. For decades, Japan has been politely sitting at the geopolitical dinner table, speaking only when spoken to, contributing economically while whispering apologies into the void like a country stuck in an eternal customer service loop.Then, in walked Donald Trump, who does not do quiet reverence the way diplomats prefer. He does not tiptoe around history as if it might explode underfoot. Instead, he treats it like a battle scar. Something you acknowledge, maybe even joke about, because the alternative is letting it define you forever.And in one offhand quip about not tipping off the enemy, referencing Pearl Harbor attack, he did something extraordinary. He made it human again.Q: "Why didn't you tell U.S. allies…about the war before attacking Iran?"President Trump: "We wanted surprise. Who knows better about surprise than Japan? Why didn't you tell me about Pearl Harbor?" pic.twitter.com/esV9iyvMiV— CSPAN (@cspan) March 19, 2026Predictably, the Left responded like a smoke alarm detecting burnt toast.Outrage was immediate, theatrical, and almost ritualistic. Because for them, history is not something to be processed and integrated. It is a sacred museum where everything must remain frozen behind velvet ropes, accompanied by hushed tones and pre-approved emotional reactions. They traffic in permanent grievance, because grievance is power, and power is never relinquished voluntarily.But something fascinating happened outside the American outrage-industrial complex. Something that didn't quite fit the narrative.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Here's the podcast description for March 27, 2026: March 27, 2026: Your daily rundown of health and wellness news, in under 5 minutes. Today's top stories: WSJ reports consumers now take 20+ supplements daily spending $1K+ monthly, with SuppCo data showing average user spends $168/month but half of 500+ products fail label claims Longevity hotel market expected to grow from $7.6B in 2026 to $11.7B by 2030 as properties shift from wellness amenities to core health platforms eMed raises $200M at $2B+ valuation with Tom Brady as investor and Chief Wellness Officer, helping employers manage GLP-1 use through supervised platform Today's episode is brought to you by AIIR — a modern communications and experiential agency for health, wellness, fitness, and performance brands. From earned media to events and creator-led campaigns, AIIR helps companies sharpen their story, earn attention, and build trust that compounds. Visit https://aiir.agency to learn more. More from Fitt: Fitt Insider breaks down the convergence of fitness, wellness, and healthcare — and what it means for business, culture, and capital. Subscribe to our newsletter → insider.fitt.co/subscribe Work with our recruiting firm → https://talent.fitt.co/ Follow us on Instagram → https://www.instagram.com/fittinsider/ Follow us on LinkedIn → linkedin.com/company/fittinsider Reach out → insider@fitt.co

Our 238th episode with a summary and discussion of last week's big AI news!Recorded on 03/18/2026Hosted 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 GPT-5.4 mini and nano with 400k-token context windows, higher per-token prices but claimed token-efficiency gains in Codex; nano is API-only and pitched for high-volume classification/data extraction despite a major price increase.* Mistral open-sourced the Small 4 model family (MoE, 119B total/6B active) combining reasoning, multimodal, and coding-agent capabilities, and announced Forge to help businesses train or post-train custom models.* Agent “operating system” competition intensified with Meta's acquired Manus launching a local Mac agent, Nvidia announcing NeMo/“Open Shell” sandboxed agent runtime, and Nvidia also unveiling DLSS 5 plus major hardware forecasts including Groq LPU integration.* Business and safety updates included OpenAI shifting focus toward productivity/enterprise amid competition, Microsoft reorganizing Copilot and frontier-model efforts, Meta delaying its next model, China-linked ByteDance deploying large Nvidia clusters abroad, and new safety work on steganography, chain-of-thought faithfulness, fine-tuning defenses, cyber-attack evals, and constitution/spec compliance.A thank you to our current sponsors:Box - visit Box.com/AI to learn moreODSC AI - go to odsc.ai/east and use promo code LWAI for an additional 15% off your pass to ODSC AI East 2026.Factor - head to factormeals.com/lwai50off and use code lwai50off to get 50 percent off and free breakfast for a yearTimestamps:(00:00:10) Intro / Banter(00:01:56) News PreviewTools & Apps(00:02:39) OpenAI ships GPT-5.4 mini and nano, faster and more capable but up to 4x pricier(00:08:04) Mistral's new Small 4 model punches above its weight with 128 expert modules(00:14:03) Meta's Manus launches 'My Computer' to turn your Mac into an AI agent - 9to5Mac(00:17:57) NVIDIA Announces NemoClaw for the OpenClaw Community | NVIDIA Newsroom + Nvidia boosts knowledge work with Open Agent Development Platform(00:24:09) DLSS 5 looks like a real-time generative AI filter for video games | The Verge(00:26:36) OpenAI to Launch ChatGPT 'Adult Mode' Despite Warnings From Its Own Advisers - CNETApplications & Business(00:33:46) OpenAI Reportedly Pivoting to a Focus on Business and Productivity Only(00:41:25) Nvidia GTC 2026: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through '27(00:45:44) Mistral launches Forge to help enterprises build their own AI models(00:54:17) China's ByteDance gets access to top Nvidia AI chips, WSJ reports(00:57:57) Meta Delays Rollout of New A.I. Model After Performance Concerns(01:02:50) Microsoft Shakes Up AI Division As Copilot Falls Behind Google and OpenAIPolicy & Safety(01:07:26) A Decision-Theoretic Formalisation of Steganography With Applications to LLM Monitoring(01:13:09) Reasoning Theater: Disentangling Model Beliefs from Chain-of-Thought(01:18:29) In-Training Defenses against Emergent Misalignment in Language Models(01:23:07) How do frontier AI agents perform in multi-step cyber-attack scenarios?(01:25:20) Eval awareness in Claude Opus 4.6's BrowseComp performance(01:29:49) Introducing Bloom: an open source tool for automated behavioral evaluations(01:32:26) How well do models follow their constitutions?(01:37:11) Nvidia's H200 License Stirs Security Concern Among Top DemocratsResearch & Advancements(01:40:050) [2603.15031] Attention Residuals(01:47:11) Mamba-3: Improved Sequence Modeling using State Space PrinciplesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, I'm especially honored to welcome Ted Rich, Chief Growth Officer for Rich Products, a family-owned food company with annual sales of over $6B and a market-leader in a number of food categories, including cakes, icings, pizza, appetizers, and specialty toppings. In this position, Ted leads company­wide demand-creation strategies to accelerate growth and expansion in priority markets and segments across the globe. He is also a member of Rich's Executive Team and Board of Directors where he serves on the Finance and Audit Committee. In 2020, Ted established the Rich Family Council for the family-owned business where he serves as the council head. Since joining Rich's in 1995, Ted has held various associate and customer-facing roles, including Executive Vice President of Organizational Excellence, Senior Vice President of Customer Experience and Europe/Middle East region leader, Regional Sales Manager of Foodservice; Strategic Sourcing Leader of Procurement; and Vice President of Toppings and Icings in North America, to name just a few. Before joining Rich's, Ted worked for the Seattle Supersonics NBA team as a sales manager and also held positions with North West Parent Publishing in Seattle and Travers-Schutte & Company Advertising in Buffalo, NY. He currently serves as the Vice Chair of the Education Policy Committee on the Culinary Institute of America's Board of Directors and supports the Institute's mission to provide the world's best professional culinary education. Ted and his family are family office members of FOX, and we are thrilled to have them as valued members of our FOX community. We start with the amazing journey of the Rich family and the iconic company Ted's family has now owned and operated for 80 years. Ted shares the story and path of the family business and the broader family enterprise over the past 8 decades. Governance is an evergreen topic among family enterprises and family offices, and certainly a frequent topic for families and advisors within the FOX community. Ted talks about his family's governance evolution, highlighting when formal governance became a necessity and how the family went about establishing these structures, both for the business and for the broader family enterprise. One practical tool Ted recommends to fellow families and their multigenerational enterprises is planning forward. He describes the multi-year planning process and discipline his family has employed throughout their shared journey and outlines some of the specific steps, methods, and tools they have relied on to always have a long-term, forward-looking view of where the family enterprise is going. The Rich family leadership has embraced the principle of inclusivity. Ted talks about how they have operationalized this belief in inclusivity and describes the various processes and structures that have been instrumental to bringing more family members into the journey and ensuring strong engagement with the rising generations. Do not miss this exclusive and highly educational conversation with a distinguished family principal and leader of one of the most storied and successful family enterprises in America.

Americans are fleeing high-tax, Democrat-led states in record numbers — taking billions in tax revenue with them. This episode dives into why states like California, New York, and Illinois are losing residents, how Republican-led states are benefiting, and what this means for the future of American prosperity and politics. ⚡ SEGMENT SUMMARY Historic Migration Trends Post-COVID, Americans are leaving Democrat-run states at an unprecedented rate. Wall Street Journal reports that 23 states cut their top income tax rate in 2021; meanwhile, Democrat states are increasing theirs to fund social programs. The middle ground in tax policy is disappearing, polarizing states economically and politically. Economic Consequences Florida gained $20.6 billion in tax revenue from incoming residents in 2022–2023. Texas gained $5.5 billion; South Carolina gained $4.1 billion. Democrat-led states are hemorrhaging money: California lost $11.9B, New York $9.9B, Illinois $6B, Massachusetts $4B, and New Jersey $2.6B. The “Fairness” Philosophy vs. Economic Reality Democrats often justify high taxes on the wealthy in the name of fairness rather than revenue. Example: Obama's 2008 statement that taxing more isn't about funding government — it's about “fairness.” Impact on High Earners & Remote Work Wealthy individuals and remote workers are no longer captive to high-tax states. States like New York are attempting to appeal to patriotism rather than improving the business climate to retain residents. The result: talent, capital, and tax dollars flow to Republican states with lower tax burdens. Estate & Death Taxes as a “Retention Tool” New York's estate tax (16%) punishes homeowners with moderately valued property, forcing sales to pay taxes. These policies further incentivize relocation to lower-tax states. Political Implications Democrat states rely on wealthy residents to fund voter-targeted programs. Migration trends are reshaping the tax base, creating long-term advantages for Republican-led states. The “divorce” between high-tax and low-tax states is accelerating, signaling a major economic and political realignment.

From rising energy costs to record migration out of high-tax Democrat states, and the shocking case of Sheridan Gorman, Americans are facing a perfect storm of policy failures and cultural crises. In this episode, we break down why energy shortages persist, how billion-dollar state tax shifts are reshaping the nation, and the media's role in “canceling” victims instead of addressing real problems. ⚡ SEGMENT SUMMARY Energy & Policy Chaos Wind and solar incentives often require shutting down natural gas production, causing energy shortages. Democrats push policies that create crises without solutions, blaming corporations and threatening nationalization. Despite rising energy needs, renewable share percentages have barely increased since the 1970s. Americans see 6% annual energy bill increases and don't understand the causes. The Great American Tax Migration Democrat states raise taxes to fund social programs, driving residents to lower-tax Republican states. Florida gained $20.6B, Texas $5.5B, South Carolina $4.1B in tax revenue from migrants in 2022–2023. California, New York, and Illinois lost billions due to high taxes. Wealthy and remote workers are no longer captive; Democrat governors often appeal to patriotism rather than improving business conditions. Sheridan Gorman Tragedy & Cancel Culture Freshman Loyola student Sheridan Gorman was murdered by an illegal immigrant in Chicago. Media and local politicians followed a familiar script: victim-blaming, ignoring illegal immigration failures, and deflecting responsibility. Illustrates how Democrat policies and cultural narratives can “cancel” victims instead of addressing systemic failures. Media & Misinformation Dynamics Media often amplifies false narratives while ignoring facts, especially when tragedies intersect with policy failures. Examples include misreporting on Trump, Iran negotiations, and domestic incidents, highlighting inconsistent reporting standards.

From skyrocketing energy bills to record-breaking migration out of high-tax Democrat states, and a shocking story of violent crime and media cancel culture, today's America is facing multiple crises at once. In this episode, we break down how failed policies, rising taxes, and cultural mismanagement are reshaping the nation, leaving everyday Americans to bear the cost. ⚡ SEGMENT SUMMARY Energy & Policy Chaos Renewable energy programs often require shutting down natural gas production, causing shortages. Rising energy bills—up 6% in one year—are creating a midterm political issue. Democrats' “green” plans often lack practical solutions, creating crises they then blame on corporations. Trump's administration redirected energy funding to avoid European-style shortages, slowing disaster. The Great American Tax Migration Democrat states increase taxes on top earners to fund social programs, pushing residents to lower-tax Republican states. Florida gained $20.6B, Texas $5.5B, South Carolina $4.1B in tax revenue from migrants in 2022–2023. California, New York, and Illinois lost billions in revenue due to high taxes. Remote work and mobility have ended captive taxation; governors appeal to patriotism rather than improving the business environment. Sheridan Gorman & Cancel Culture Freshman Loyola student Sheridan Gorman was murdered by an illegal immigrant. Media and local Democrats followed a familiar script: victim-blaming, deflecting responsibility, and ignoring policy failures. Highlights how tragedy is politicized and victims are “canceled” while systemic issues remain unaddressed. Media & Misinformation False narratives dominate coverage of domestic and international events. Examples include misreporting on Trump, Iran negotiations, and violent crimes involving illegal immigrants. The public often receives incomplete or biased information, impacting perception of policy and safety.

Story of the Week (DR):The dangers of not pouring water over your dropped out campfire:Travis Kalanick sees benefits of being in stealth mode for 8 years. ‘You build a culture of people that want to build and do not need to be famous'While studying at UCLA, Kalanick was a member of Theta Xi fraternity. In 1998, he dropped outOnly people mentioned all former Uber bros:CTO Brian Attwell: CloudKitchens CTO says he might add an IQ test for job applicantsEric MeyhoferBusiness Insider published details of a meeting at Uber in 2018 where CEO Dara Khosrowshahi and head of the self-driving unit Eric Meyhofer were questioned by employees: “Business Insider called ATG's culture ‘toxic' and referred to ‘missed warning signs,' vast dysfunction' and ‘rampant infighting.' Any truth in this?”Meyhofer then launched into a story about his kids. He told Uber employees that he knew culture was great under his leadership because his teenage kids wanted to visit the Uber campus while everyone was away over Thanksgiving break.After hearing Meyhofer's defense, a handful of employees discussed him on the anonymous chat app Blind: "Eric Meyhofer: Based on his response at all hands on ATG culture, discuss his tenure as Head of ATG!" One hundred forty-one people voted to "replace him" and 28 voted to "keep him."In 2019: Uber re-started testing driverless cars following an accident in which one person was killed: Meyhofer: "We've seen people bully these cars. They feel like they can be more aggressive because we won't take a position on it, or we'll allow it."Strategic Partner Anthony Levandowski: charged by the Department of Justice for the alleged theft of trade secrets from Google's self-driving unit Waymo in 2019Judge William Alsup sentenced him to 18 months in prison: "This is the biggest trade secret crime I have ever seen. This was not small. This was massive in scale.President Donald Trump granted a full pardon to LevandowskiPardoned for Fraud, a CEO Mounts His Comeback: ‘We Can Trust You Now'Trevor Milton's conviction for defrauding investors in truck company Nikola was wiped away. He's now raising funds for a new jet he claims will transform flying.He later enrolled at Utah Valley University but dropped out after one semesterPresident Trump granted a full and unconditional pardon to Nikola founder Trevor Milton on March 27, 2025"He has unveiled plans for a new small jet that he says will have the highest speed and range—and largest lavatory—in the light jet category. Investor documents reviewed by The Wall Street Journal said the goal is for the plane to be the first light jet to focus on artificial-intelligence flight."Delta CEO slams Washington over unpaid TSA agents, says front-line workers are being used as ‘political chips'Top airline CEOs plead with Congress to restore DHS funding and pay airport workers. ‘Once again, air travel is the political football'Between June 1, 2025, and March 16, 2026:Southwest repurchased $2.6B in 2005; $400M in 2026United $1.5B5 NEOs: $91 million in 2025Scott Kirby $34M; $97M in shares Delta focused on $4.8B debt reductionFrontline Transportation Security Officers (TSOs, Airport Screeners): 50,000$328M per monthBoards protected CEO bonuses as tariffs threatened business. Now, as Iran disrupts trade, CEOs may get more protection DRFortune: Amanda Gerut, West Coast editorWhen Apple CEO Tim Cook and his executive team received their performance targets for fiscal 2025, the board set a modest bar for bonus payouts. The new targets, including sales and operating profit, did not require Apple's leadership to expand the business—the board set goals at the same level or below the prior year's results, citing “trade policy” and an “uncertain macroeconomic outlook.”A broader trend in which boards “protect” CEO pay from external shocks (like tariffs) either by carving out those costs or by quietly lowering performance hurdles in advanceHP is highlighted: its board explicitly excluded tariff costs (net of tariff costs) from both annual and long‑term incentive calculations, which helped CEO Enrique Lores earn roughly two‑thirds of his target bonusAn exclusive analysis of pay data from 50 public companies by Compensation Advisory Partners (CAP) reveals how corporate boards across America use a range of techniques—more-conservative targets, widened performance curves, and flattened payout ranges—to protect CEO compensation from uncertainties like the chaos of President Trump's Liberation Day tariffs in 2025.According to CAP's findings, total pay for CEOs in 2025 rose 8% year-over-year, with annual bonus payouts up 4%.Meanwhile, median financial performance was generally flat to up, with median revenue growing 2.9% and earnings per share down slightly at negative 1.6%.Even among companies with the weakest payouts due to underperformance, CEOs still collected 87% of their target bonuses, up from 77% the year before.The share of companies that landed in the lowest bonus payout tier was down, from 15% in 2024 to 9% in 2025.Now, with the Iran conflict erupting weeks after most companies finalized their 2026 incentive goals—and global stock markets down roughly $3.5 trillion—some market observers expect that boards will soon be holding the same conversations again.Warner Bros. Discovery CEO David Zaslav set to receive up to $887 million if Paramount deal closesMeta is killing off the metaverse. It lost $80 billionDual class founder CEO chair for the win: don't worry governance community, there's nothing to see hereOversight Board Implementation Assessment (337 recommendations):Implementation demonstrated through published information: 62 (18%)Partial implementation demonstrated through published information: 52 (15%)Progress reported: 89 (26%)Meta reported implementation or described as work Meta already does but did not publish information to demonstrate implementation: 53 (16%)Recommendation declined after feasibility assessment: 12 (4%)Recommendation declined: 34 (10%)Recommendation omitted or reframed: 30 (9%)Awaiting first response: 5 (1%)Goodliest of the Week (MM/DR):DR: Judge reinstates 1,000 Voice of America employees, deems wind-down illegalDR: Trump's war will boost the clean energy sector he despisesMM: Banning ‘woke' AI in IdahoAI bill says AI needs to be factual and not ideological, and says:Nothing in this subsection shall prohibit a large language model from accurately describing DEI concepts, history, or critiques in an informational, academic, or analytical context when such information is requested by the user.Which means this prompt: “Was Jesus black?”, Gemini's answer is OK:Historically, Jesus was a Middle Eastern Jew from the 1st century, not Black in the modern sub-Saharan ethnic sense. He most likely had brown skin, dark hair, and an olive-brown complexion, representing a person of color, not the white European often depicted, though his exact appearance is unknownAryan Nation (started in Idaho) and Megyn Kelly disagree: "Jesus was a white man, too."MM: SEC Prepares Proposal to Eliminate Quarterly Reporting RequirementAssholiest of the Week (MM):OG Tech BrosTrevor Milton: Pardoned for Fraud, a CEO Mounts His Comeback: ‘We Can Trust You Now'Travis Kalanick: ‘I never left': Travis Kalanick launches new robotics company Atoms with manifesto"At Atoms we make gainfully employed robots — specialized robots with productive jobs that bring abundance to their owners and society at large,"Where is Adam Neumann?A TikTok tour of Adam Neumann's Flow raises old questionsOk, so what about some obscure asshole bro, like Martin Schkreli?Martin Shkreli's New Computing Firm Is Betting It Can Upend Nvidia's Business ModelNot pardoned or making a big bro comeback: Elizabeth Holmes… you know, because of the boobs Airlines DRTop airline CEOs plead with Congress to restore DHS funding and pay airport workers. ‘Once again, air travel is the political football'Delta: $1bn share buyback announced May 2025Southwest: $2.6B in 2025; $400M in 2026United $1.5BAmerican Airlines: Already spent all their money on buybacks, never recoveredFrontline Transportation Security Officers (TSOs, Airport Screeners): 50,000$328M per month x 12 months = $3.9bnTotal big 4 buybacks: $4.2bnYou could have still bought back $300m AND paid to stay open AND get a guarantee from the government to be repaid when the shutdown is over - you would have been heroes, your CEOs could have made huge paydays… wait…Ed Bastian $27m; $151m in sharesBob Jordan $10m; $15m in sharesScott Kirby $34M; $97M in sharesBob Isom $15M; $14M in sharesCar companiesWhy $4 gasoline is the tipping point for EVsThese 18 Automakers Are Walking Away From EV PlansHonda (Acura)GM (Chevrolet)Took $6bn write down, but still says they'll make EVsStellantis (Dodge, Maserati, Ram)FordTook a $19.5 billion write down and killed most EVsHyundai (Genesis, Kia, Kona, Ioniq 6)Nissan (Infiniti)Ferrari (Lamborghini)Jaguar (Land Rover)Polestar (no longer sending to the US)PorscheVW (ID.7, ID.Buzz)Back in 2009, Johan de Nysschen, who was the president of Audi of America, made fun of the new all-electric Chevy Volt, saying, “No one is going to pay a $15,000 premium for a car that competes with a Corolla.” He continued, saying EVs are mainly “for the intellectual elite who want to show what enlightened souls they are . . . so there are not enough idiots who will buy it.”Headliniest of the WeekDR: Hinge Health appoints Tyler Sloat to its board of directors AND Chip Bergh Joins lululemon Board of DirectorsDR: Luxury Cruise Descends Into a Diarrhea Nightmare MM: Robot Goes Berserk in California Restaurant, Dragged Away by Staff After Smashing TablewareWho Won the Week?DR: Amit Banati at Fortune BrandsMM: Amit Banati at Fortune Brands, who was “selected” as new CEO of Fortune Brands after sitting on the board for five years. Fortune Brands makes faucets and locks and doors, Banati was CFO at Kellogg making snack food, so naturally it was a good choice. On the announcement, an activist immediately took a stake - Banati was supposed to start in May, left Kellogg, signed a contract with Fortune, and stepped down from activist pressure, but not before getting PAID $18.4m for zero days as CEO (it was his “make up” for leaving options at Kellogg). PredictionsDR: President JD Vance Preemptively Pardons Trevor Milton for Future Fraud MisunderstandingsMM: Humans will be cool again 5 years from now - I called our local HVAC company to ask them a question about replacing our air handler with a salvaged thing from an auction, and the person picked up said “Hi, this is Sam at Glasco. How can I help you?” I spent a solid 40 seconds to a minute describing what I was thinking, saying it's a weird request, just looking for some feedback. After I finish, Sam said “I'm a virtual assistant - here's what I hear you're looking for, it's a great question…” I fucking lost my mind, told the virtual assistant she sucked, asked for a human, and hung up. This is local company serving “South Windsor and CT area” using a fucking AI bot to avoid talking to a customer??? Humans will be cool again.

Get Sam's exact system/playbook for ChatGPT: https://clickhubspot.com/jdeb Episode 807: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk about the wildest stories in AI right now.  — Show Notes:  (0:00) Intro (5:08) Story 1: Anthropic did $6B in revenue last month (10:34) Story 2: Man uses AI to treat his dog's cancer (17:06) Story 3: New high school for entrepreneurs  (29:12) Story 4: Pokemon Go is an AI mapping company now (35:18) Story 5: Karpathy's job thing — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com  • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC • I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out: beehiiv.com/mfm-challenge — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

DR1In our 'Asshole is selfish' headline of the week. Billionaire Uber co-founder Travis Kalanick admits strategically moving to Texas before California wealth tax***************Kalanick was caught on camera in a heated argument with an Uber driver, who complained about falling fares and the company's treatment of drivers: "Some people don't like to take responsibility for their own sh*t"In our 'Top snarky podcast hosts plead with airline companies to stop the share buyback bullshit and pay airport workers. ‘Once again, air travel CEOs are bullshit artists'' headline of the week. Top airline CEOs plead with Congress to restore DHS funding and pay airport workers. ‘Once again, air travel is the political football'***************Between June 1, 2025, and March 16, 2026:Southwest repurchased $2.6B in 2005; $400M in 2026United $1.5B5 NEOs: $91 million in 2025Scott Kirby $34M; $97M in shares Delta focused on $4.8B debt reductionFrontline Transportation Security Officers (TSOs, Airport Screeners): 50,000$328M per monthIn our 'Pervy owner does pervy stuff and everybody is fake shocked.' headline of the week. It Was Going to Be Magic City Night at the Atlanta Hawks. Then the Outrage Poured In.***************Tony Ressler founded the private equity firm Apollo Global Management with Leon Black.An independent review revealed that Leon Black paid Jeffrey Epstein $158M for financial and tax-planning services between 2012 and 2017. These payments occurred after Epstein's 2008 conviction for soliciting an underage girl.Ressler is the brother-in-law of Leon Black (Black is married to Ressler's sister, Debra) In our 'College dropout techbro ignores actual experts, part 17 million ' headline of the week. OpenAI's own mental health experts unanimously opposed “naughty” ChatGPT launch*************** The probably might be too many women and not enough Stanford? The council consists of the following eight independent experts:David Bickham, Ph.D. – Research Director at the Digital Wellness Lab at Boston Children's Hospital and Assistant Professor at Harvard Medical SchoolMathilde Cerioli, Ph.D. – Chief Scientific Officer at everyone.AI and researcher in cognitive neuroscience and psychologyMunmun De Choudhury, Ph.D. – Professor of Interactive Computing at Georgia Tech, specializing in how technology shapes mental healthTracy Dennis-Tiwary, Ph.D. – Professor of Psychology at Hunter College and co-founder/CSO of Arcade TherapeuticsSara Johansen, M.D. – Clinical Assistant Professor at Stanford University and founder of Stanford's Digital Mental Health ClinicDavid Mohr, Ph.D. – Professor at Northwestern University and Director of the Center for Behavioral Intervention TechnologiesAndrew K. Przybylski, Ph.D. – Professor of Human Behavior and Technology at the University of OxfordRobert K. Ross, M.D. – Former President and CEO of The California Endowment and a national leader in public health.In addition to the council's pushback, Ryan Beiermeister, OpenAI's head of product policy, was reportedly fired in January 2026 after being an outspoken internal critic of the erotica rollout. OpenAI has denied her dismissal was related to her opposition, citing separate workplace allegations that Beiermeister has called "absolutely false."In our 'Petulant manchild with no regulatory or societal guardrails screws up again and bails himself out with shareholder money from a different company' headline of the week. Elon Musk admits xAI ‘wasn't built right' as only 2 co-founders remain and its biggest AI bet stalls out***************The people leaving xAI right now aren't "legacy" employees—they are the hand-picked superstars Musk himself recruited in 2023 to build his AI dream.Out of the 12 original co-founders, 10 are gone. This isn't just "trimming the fat"; it's the original architects of the company walking out the door.In early 2026, Tesla (a public company) invested $2B into xAI.Tesla shareholders are furious, arguing that Musk used their money to fund a "broken" startup, then tucked it away inside his private SpaceX empire where there is less public oversight.Total Headcount Before Buyout: Approximately 7,500 to 8,000 employees.In his first week, Musk fired roughly 50% of the staff (about 3,700 people) overnight.Shortly after, he issued his famous "extremely hardcore" memo. When hundreds of employees refused to sign it and resigned instead, the headcount plummeted further.By April 2023, Musk confirmed in a BBC interview that the workforce had been slashed by 80%, leaving only about 1,500 employees. MM1In our 'The world's most stable billionaire announces a billionaire to all other billionaires ratio of 693:1' headline of the week. Elon Musk Is Now Worth More Than Bottom 693 Billionaires CombinedIn our 'In news celebrated worldwide, older women announce a "please save us from tech bros" to asshole ratio of 64:1 Elon Musk' headline of the week. Older women set to inherit most of $54 trillion in ‘great wealth transfer' to widowed spousesIn our 'Asshole wants you to know he is still here' headline of the week. ‘I never left': Travis Kalanick launches new robotics company Atoms with manifesto"At Atoms we make gainfully employed robots — specialized robots with productive jobs that bring abundance to their owners and society at large,"In our 'Company founder announces major "stealth mode" company perk is stealthy sexual harassment' headline of the week. Travis Kalanick sees benefits of being in stealth mode for 8 years. ‘You build a culture of people that want to build and do not need to be famous'In our 'Christmas, St. Patrick, Mel Gibson, and Casper the Friendly Ghost have reportedly filed complaints with the EEOC' headline of the week. Nike and Coca-Cola cases point to the next DEI fight: who gets to claim discriminationDR2In our 'Sheryl Sandberg says "If I could have worked at Facebook things would have turned out differently."' headline of the week. Sheryl Sandberg says Silicon Valley's hypermasculine rhetoric is ‘terrible'—contributing to ‘one of the worst' corporate climates she's ever seen*************** In our 'Explosive Messages Show Live Nation Thinks Customers Are ‘Stupid'; board member Richard Grenell Demands Credit for Same Observation' headline of the week. Live Nation Directors Mocked Customers in Explosive Just-Released Messages, Saying They're “Stupid” for Allowing Themselves to Be Gouged***************"Yes, I cut the DEI bullshit." — In a leaked 2025 email Grenell justified dismantling diversity programs by labeling them "woke" initiatives that "haven't made money."appointed to the Live Nation board on May 19, 2025, but was not up for the vote at the AGM on June 12, 2025In our 'Gun manufacturers say, "Oh no, it's not the gun that kills people, it's the pesky bullets."' headline of the week. She spent 16 hours on Instagram in a day. It's up to a jury to decide if Meta is to blame*************** In our 'She responded to "O" with "K," she said "J' to "D," and she responded to "F" with a simple "U"' headline of the week. Mary Barra still responds to ‘every single letter' she gets by hand despite running $65 billion automaker General Motors***************She did not say "V" to "E"In our 'OpenAI Chairman Admits It's Painful Watching AI Replace His Coding, Less So Watching It Accelerate the Collapse of Global Democracy' headline of the week. OpenAI Chairman says it's 'hard, emotionally' to let AI write his code: 'I have a hard time not caring'*************** MM2In our 'Proposals include a reduction in the CEO pay ratio from 1800:1 to 1799:1, for my boss to stop calling me Carl when my name is Todd, having a job, and not to have to take out my nose ring I got in 1998' headline of the week. Starbucks union sent the company a proposed contract. Here's what baristas wantProtections for union baristas against discrimination, unjust firings and temporary or permanent store closures.Starting wage floor of $17 per hour, down from its prior proposal of $20 an hour but still above the company's current starting wage of $15.25 to $16 an hour in 43 states.Annual raises of 4%.A process for baristas, management and union representatives to resolve workforce grievances.A dress code endorsed by the union.Requirement for at least three workers on the floor at all times and enforceable staffing and safety protections.A mandate to offer open hours to existing employees before hiring new baristas.Resolution of hundreds of outstanding unfair labor practice charges.In our 'But Sam Altman is SORRY' headline of the week. Professors Say AI Is Destroying Their Students' Ability to ThinkIn our 'Don't be fooled, I'm actually a MAN' headline of the week. CoStar Group Appoints Nana Banerjee to Its Board of DirectorsI pulled every Trade Wire story with a director appointment - 69 in the last week, all press released, some private some public - and here's the count: 60 men added to boards, 9 women added, 1 woman leftIn our 'Building on Warren Buffet's innovative "Giving Pledge", billionaire creates the rival "Taking Pledge"' headline of the week. Peter Thiel is actively convincing billionaires to abandon The Giving Pledge — and it's workingIn our 'When asked for comment, ISS asked if Nelson Peltz was involved.' headline of the week. The Coca-Cola Company Announces Maria Elena Lagomasino Will Conclude Her Service on the Board of Directors

Send us Fan MailThe hosts discuss cannabis legalization frustrations and preview stories for the week ending March 15, 2026, led by a tax court case tied to roughly $1.6B in MSO 280E-related liability, where the U.S. argues cannabis businesses fall “within the meaning” of Schedule I/II for 2016–2017 tax years, despite the ongoing rescheduling push. They note a Ninth Circuit decision that the dormant Commerce Clause does not apply to cannabis, contrasting with East Coast rulings and a continuing circuit split after the Supreme Court declined review. State updates include Texas's March 31 ban on smokable hemp/THCA flower sales, Tennessee “pot for potholes” messaging, Virginia's new micro-vertical licensing framework and regulator setup, Alabama's medical rollout delays due to litigation, Florida's ballot initiative setbacks and political hypocrisy, and Verano's $195M loan amid ongoing MSO expansion.Support the showGet our newsletter: https://bit.ly/3VEn9vu

Ben Choi has spent three decades across the technology ecosystem—as a product leader, founder, and venture investor—and today serves as a senior leader at Next Legacy Partners, where he helps oversee $3.5B+ invested across premier venture capital firms and early-stage startups.In this episode of Investing in Integrity, our host Ross Overline and Ben navigate the intersection of venture capital, philanthropy, and moral leadership. Ben shares how Next Legacy's flagship model is designed to multiply capital—and then give it away.From there, the conversation goes deeper than mechanics. Ben outlines the values that shaped his leadership and why generosity is often driven not by one motivation, but by the shared joy of impact beyond yourself.Finally, Ross and Ben wrestle openly with capitalism—how it's the best economic system ever tested at scale, it can still evolve to be even better, and what responsibility future finance leaders carry to make that a reality.Whether you're a student trying to define success or a senior leader shaping institutions, this episode is a masterclass in using capital with clarity, humility, and purpose.Meet Ben ChoiBen Choi is a Managing Partner at Next Legacy. He manages $3.5B+ in investments with premier venture capital firms and directly into early-stage startups. His venture track record includes pre-PMF investments in Marketo (acquired for $4.75B) and CourseHero (last valued at $3.6B). He previously ran product for Adobe Creative Cloud offerings and founded CoffeeTable, raising venture financing before selling the company.Ben studied Computer Science at Harvard University and earned his MBA from Columbia Business School. He lives in Los Altos with his wife, Lydia, their three sons, and a ball python.

Linktree: https://linktr.ee/AnalyticJoin The Normandy For Ad-Free NME, Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠⁠https://ow.ly/msoH50WCu0KDive into THE NOTORIOUS MASS EFFECT EPISODE 158: "RESIDENT EVIL REQUIEM: A MODERN CLASSIC MASTERPIECE" hosted by analytic dreamz.Music Breakdown: Analytic dreamz analyzes the latest from Drake's highly anticipated Iceman project, J. Cole's sharp lyricism, Baby Keem's innovative flows, Harry Styles' evolving sound, BTS's global dominance, and BlackPink's fierce K-pop energy.Industry News: Live Nation's Ticketmaster antitrust trial heats up with a major DOJ settlement avoiding breakup but sparking fee debates; global video game sales hit $195.6B in 2025 with 2026 projections soaring to $62.8B in the US; Nintendo sues the US government over unlawful Trump tariffs impacting Switch 2; Take-Two's Saudi PIF stake transfers to Savvy Games Group ahead of GTA 6; Xbox leadership shakeup as Phil Spencer retires and Sarah Bond resigns; PlayStation State of Play delivers God of War updates, Resident Evil Requiem, and more.Gaming Deep Dive: Resident Evil Requiem hailed as a survival horror triumph with new protagonist Grace Ashcroft and Leon S. Kennedy; Overwatch's 2026 revamp introduces Talon storyline, five new heroes, and gameplay tweaks; God of War Sons of Sparta's 2D Metroidvania prequel explores young Kratos; Dragon Quest VII Reimagined streamlines the epic JRPG; Rainbow Six Mobile launches globally; Mario Tennis Fever swings onto Switch 2 with Fever Rackets; Reanimal's co-op horror from Little Nightmares creators terrifies.Drama Alert: 50 Cent escalates feud with T.I. and family via diss tracks, Power theme shots, and teases "Surviving T.I. & Tiny" doc amid assault allegation rumors.Listen now for analytic dreamz's unfiltered takes on music, gaming, industry shifts, and hip-hop beef—your essential podcast for 2026 entertainment updates.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/exclusive-contentPrivacy & Opt-Out: https://redcircle.com/privacy

Linktree: https://linktr.ee/AnalyticJoin The Normandy For Ad-Free NME, Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠⁠https://ow.ly/msoH50WCu0KDive into THE NOTORIOUS MASS EFFECT EPISODE 158: "RESIDENT EVIL REQUIEM: A MODERN CLASSIC MASTERPIECE" hosted by analytic dreamz.Music Breakdown: Analytic dreamz analyzes the latest from Drake's highly anticipated Iceman project, J. Cole's sharp lyricism, Baby Keem's innovative flows, Harry Styles' evolving sound, BTS's global dominance, and BlackPink's fierce K-pop energy.Industry News: Live Nation's Ticketmaster antitrust trial heats up with a major DOJ settlement avoiding breakup but sparking fee debates; global video game sales hit $195.6B in 2025 with 2026 projections soaring to $62.8B in the US; Nintendo sues the US government over unlawful Trump tariffs impacting Switch 2; Take-Two's Saudi PIF stake transfers to Savvy Games Group ahead of GTA 6; Xbox leadership shakeup as Phil Spencer retires and Sarah Bond resigns; PlayStation State of Play delivers God of War updates, Resident Evil Requiem, and more.Gaming Deep Dive: Resident Evil Requiem hailed as a survival horror triumph with new protagonist Grace Ashcroft and Leon S. Kennedy; Overwatch's 2026 revamp introduces Talon storyline, five new heroes, and gameplay tweaks; God of War Sons of Sparta's 2D Metroidvania prequel explores young Kratos; Dragon Quest VII Reimagined streamlines the epic JRPG; Rainbow Six Mobile launches globally; Mario Tennis Fever swings onto Switch 2 with Fever Rackets; Reanimal's co-op horror from Little Nightmares creators terrifies.Drama Alert: 50 Cent escalates feud with T.I. and family via diss tracks, Power theme shots, and teases "Surviving T.I. & Tiny" doc amid assault allegation rumors.Listen now for analytic dreamz's unfiltered takes on music, gaming, industry shifts, and hip-hop beef—your essential podcast for 2026 entertainment updates.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/exclusive-contentPrivacy & Opt-Out: https://redcircle.com/privacy

Another #SLGMeetup, another amazing guest — this time with James Harris.Not only is he the founder of Breezy AI, but he has also sold over $6B in real estate and starred on Million Dollar Listing Los Angeles for 8 seasons. With more than 24 years in the real estate industry, James brings a wealth of experience and perspective.Sit tight and navigate through everything James shared with us — from what his company has to offer and how AI is shaping the future of real estate, to life lessons and what it really takes to achieve success.

What happens when AI bots get their own social network, Silicon Valley execs cozy up to power, and Apple takes a cut from creators? This week's panel calls out the bold, bizarre, and often problematic ways tech's biggest players are reshaping everything from AI assistants to your everyday privacy. There's a social network for AI agents, and it's getting weird Moltbook is the most interesting place on the internet right now Exposed Moltbook Database Let Anyone Take Control of Any AI Agent on the Site Pentagon clashes with Anthropic over military AI use, sources say Salesforce signs $5.6B deal to inject agentic AI into the US Army Angry Norfolk residents lose lawsuit to stop Flock license plate scanners SpaceX wants to put 1 million solar-powered data centers into orbit Elon Musk reportedly wants a June SpaceX IPO to align with his birthday, the planets Tesla hits a grim milestone: its second straight year of decline Tesla says production-ready Optimus robot is coming soon Microsoft reports strong cloud earnings in Q2 as gaming declines What We Learned From Meta, Microsoft and Tesla Apple tells Patreon to move creators to in-app purchase for subscriptions by November Apple CEO Tim Cook 'heartbroken' after repeated ICE killings in Minneapolis A rival smart glasses company is suing Meta over its Ray-Ban products TikTok, YouTube, and Meta are headed to court for a landmark trial over social media addiction The 'Social Media Addiction' Narrative May Be More Harmful Than Social Media Itself TikTok users freak out over app's 'immigration status' collection — here's what it means A Waymo hit a child near an elementary school in Santa Monica Autonomous cars, drones cheerfully obey prompt injection by road sign Samsung's TriFold phone will cost $2,899 in the US Groundhogs are bad at predicting weather, but they're valuable animal engineers Satellites encased in wood are in the works Belkin reminds users that its Wemo smart home products are shutting down this week Host: Leo Laporte Guests: Gary Rivlin, Devindra Hardawar, and Victoria Song Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: monarch.com with code TWIT Melissa.com/twit helixsleep.com/twit canary.tools/twit - use code: TWIT expressvpn.com/twit