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The U.S. and Iran have agreed to a peace deal, set to be signed on Friday. Vice President JD Vance shares details of the deal, including flows through the Strait of Hormuz, Iran's nuclear program, and the resulting shifts to energy prices. As SpaceX starts its first full day of trading on the public markets, Ron Baron, with about half of his $70B+ fund's portfolio in SpaceX and Tesla, says he's still betting on Elon Musk. Baron addresses valuation concerns and explains his ongoing optimism regarding the world's first trillionaire. Leslie Picker Ron Baron Vice President JD Vance Leslie Picker - 10:01 Ron Baron - 18:26 Vice President JD Vance - 44:25 In this episode: Leslie Picker, @LesliePicker Robert Frank, @robtfrank Brian Sullivan, @SullyCNBC Becky Quick, @BeckyQuick Cameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
AlabamaThe state appeals to 11th Circuit court over judge halting an executionAL Congressional Delegates approve $70B funding for ICE and Border PatrolSen. Britt warns Iranian leaders to take a deal from Trump to end the warMobile pastor urges city to not use taxpayer money to promote Pride monththe new Financial oversight committee within ALGOP has its first meetingNationalPresident Trump signs EO that prohibits USPS from delivering mail in ballots in states denying access to names on their voter rollsTrump also reveals that US military have smuggled out oil tankers in HormuzActBlue CEO pleads the 5th amendment in house committee hearingBill Gates sits for closed door deposition in DC re: Jeffrey EpsteinOversight committee to subpoena Todd Blancher after NY Times report details White House coverup over Jeffrey Epstein and Trump
Today's Headlines: Iran shot down a US Army helicopter yesterday, the US responded with strikes on Iranian air defense systems, both crew members are stable, and stock futures dropped immediately — so the ceasefire is going great. Meanwhile, the World Cup starts tomorrow and the Trump administration is already making it a disaster: the best male referee in Africa was denied entry despite a valid visa, the Iraqi team's vice captain was detained for seven hours at O'Hare, the team photographer was turned away entirely, and Trump is preemptively blaming Europe for any Ebola outbreaks despite zero confirmed cases there. Meanwhile, the House voted to give ICE and Border Patrol $70 billion more for immigration enforcement — $38 billion to ICE, $26 billion to Border Patrol, and a breezy $5 billion for "unforeseen costs." Anthropic's cofounder published a blog post asking leading AI labs to consider pausing frontier AI development, comparing it to nuclear nonproliferation — the response was a collective "no," with some calling it self-serving given everyone's upcoming IPOs — and this comes as Anthropic is reportedly preparing to release Claude Fable 5, a model it deemed too dangerous for public release just six months ago. Epstein assistant Lesley Groff testified before the House Oversight Committee claiming she "never saw anything improper" after two decades of keeping Epstein's entire schedule, which the committee found highly inconsistent. Tom Steyer conceded the California governor's race, Trump kept pushing election fraud conspiracies about California to the point that a congressman reported a friend canceling their voter registration over Spencer Pratt, and Ken Paxton's own former impeachment attorney endorsed Democrat James Talarico in the Texas Senate race, saying Paxton is too focused on appeasing Trump to be a good senator. And finally, NASA announced the Artemis III crew of four astronauts who will orbit Earth practicing lunar lander docking in preparation for a 2028 moon landing — assuming Blue Origin delivers its lander on time, which is uncertain after one of its rockets exploded during a test. Resources/Articles mentioned: AP News: US and Iran launch airstrikes after Trump blamed Tehran for downing Army helicopter CNBC: Stock futures slip after U.S. launches ‘self-defense strikes' against Iran: Live updates NYT: U.S. Denies Entry to World Cup Referee From Somalia NYT: Iraq World Cup star Aymen Hussein questioned for ‘seven hours' by U.S. immigration officials Axios: Scoop: Trump admin pre-blames Europe for any World Cup Ebola AP News: House passes $70B bill to fund immigration enforcement for 3 years, sending to Trump MS Now: Longtime Epstein assistant denies knowledge of his crimes to House Oversight Committee Business Insider: What smart people are saying about Anthropic suggesting a global AI pause WSJ: Anthropic Releases Fable 5, a ‘Mythos-Class' AI Model With Guardrails WaPo: Maine Senate primary election live results: Graham Platner runs X: X | Ro Kanna AP News: Ken Paxton's attorney in his impeachment trial endorses James Talarico in US Senate race AP News: NASA unveils Artemis III astronauts to test technology for a future moon landing Subscribe to the Betches News Room and join the Morning Announcements group chat. Go to: betchesnews.substack.com Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices
In part one of Red Eye Radio with Gary McNamara and Eric Harley, voters in Maine have spoken. Liberal upstart Graham Platner won Maine's Democratic Senate primary on Tuesday night, defeating Maine Gov. Janet Mills weeks after the more establishment-backed pick ended her campaign. The Associated Press called the race soon after polls in Maine closed at 8 p.m., where voters in the state are not only weighing in on one of the nation's most significant Senate races but also on a comeback attempt for a controversial former governor and a contest to decide the next governor that features several famous names. Also a Collin County jury has sentenced Karmelo Anthony to 35 years in prison after he was found guilty of murder in the fatal stabbing of 17-year-old Memorial High School student Austin Metcalf during a high school track meet in Frisco, Texas / Republican Sen. Lindsey Graham squeaked out a win Tuesday night in a crowded primary race for the Republican nomination in South Carolina / During a House Judiciary Committee hearing attacking the Southern Poverty Law Center, Democratic Rep. Jasmine Crockett of Texas gets a gentle rebuke from the niece of MLK / President Trump locks in ICE funding through end of presidency after the House passes $70B package / Social Security Administration projected to run out reserves in 7 years / and "Pet Talk" with Gary and Eric. For more talk on the issues that matter to you, listen on radio stations across America Monday-Friday 12am-5am CT (1am-6am ET and 10pm-3am PT), download the RED EYE RADIO SHOW app, asking your smart speaker, or listening at RedEyeRadioShow.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
04:03 $70B immigration bill passes the senate cementing a huge victory for Trump15:05 Paramedics convictions reversed in the death of Elijah McClain 29:12 Father who killed daughter's alleged molester has charges dismissedLEO Round Table (law enforcement talk show)Season 11, Episode 113 (2,686) filmed on 06/08/20261. https://www.tampafp.com/dawn-victory-for-border-security-senate-passes-70b-immigration-funding-bill-crushing-left-delays/2. https://www.cnn.com/2026/06/04/us/elijah-mcclain-paramedics-convictions-reversed3. https://arktimes.com/arkansas-blog/2026/06/04/judge-dismisses-criminal-charges-against-aaron-spencer-the-dad-who-killed-daughters-alleged-molesterShow Panelists and Personalities:Chip DeBlock (Host and retired police detective)Chief Joel F. Shults, Ed.D. (retired chief and author)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 ConferenceSeptember 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/
Further Reading:Proposition 2 1/2 overrides & exclusions - LINK (Mass.gov)Southampton officials feel relief after passed tax override vote - LINKHadley residents approve tax override questions - LINKSouth Hadley to vote on $3.5M tax override in September - LINKA city divided: Override battle heads to ballot box in Easthampton - LINKSenate passes $70B bill to fund immigration enforcement, without limits on Trump ‘anti-weaponization' fund - LINKIn an interview with Maine Public, Graham Platner denies being physically threatening - LINKEx-girlfriend at the center of Graham Platner's latest scandal says she was ‘set up.' He says she's a political operative. - LINKThe End Of ‘Destiny 2': All Expansions Canceled, Maintenance Mode Incoming - LINK Beginning Music: Glenn Gould - Goldberg Variation #5Ending Music: Destiny 2 - Deep Stone Lullaby Remember to Register to vote! Mass Residents should go to: https://www.sec.state.ma.us/ele/For more Civil Politics visit our website, civilpoliticsradio.com!If you want to get alerted to new episodes on social media, follow our Bluesky: @CivilPoliticsRadio.comDon't miss another episode - subscribe to our podcast (iTunes, Google Play, Spotify, and more!)This podcast is a member of the Planetside Podcast Network. Visit PlanetsidePodcasts.com to find other Planetside Productions!
AlabamaSCOTUS clears the way for AL to use 2023 congressional map in midtermsGovernor Ivey praises state leaders who fought for 2023 map to prevailAnother superseding indictment is issued against the SPLC by DOJHoover family releases video statement on son who went missing in JapanBirmingham state lawmaker is legally challenging the ballot qualifications of her winning primary challengerNationalSenate votes to start debate on $70B funding bill for ICE and Border PatrolHouse passes war powers resolution re: Iran war, now heads to SenateRetired Army Colonel says war needs to end fast or major problems hit USMerging US Military programs with Israel is bad idea says author Ben Freeman
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1350: Today we're talking about Stellantis betting big on affordable vehicles and platform consolidation, NADA helping dealers put families on the road through a new national partnership, and Bojangles turning EV charging into a side of biscuits with its new “charge-and-dine” concept.Stellantis is laying out its “FaSTLAne 2030” plan, and for dealers, the headline is simple: more affordable metal is coming. The automaker says North America will get nine vehicles under $40,000 by 2030, with two slipping under the $30,000 mark.Stellantis' five-year, $70B plan sends 70% of global investment toward Jeep, Ram, Peugeot, Fiat and Pro One.In North America, Stellantis is targeting 25% revenue growth, 35% volume growth and 11 all-new vehicles.The company expects U.S. factory utilization to reach 80% by 2030, helped by increased domestic production.Globally, Stellantis plans to simplify 50% of its vehicles around three core platforms, including the new “STLA One” architecture designed to boost efficiency, lower costs and increase shared components across brands.CEO Antonio Filosa said, “FaSTLAne 2030 is the result of months of disciplined work across the company.”NADA and Vehicles for Change are teaming up nationally to help dealers put more families on the road to stability. The new partnership gives dealers a turnkey way to donate vehicles and support low-income families needing reliable transportation for work, childcare and daily life.NADA and Vehicles for Change will officially launch a national dealer partnership on May 27 in Pennsylvania.#1 Cochran Buick GMC will donate two vehicles to local families during the kickoff event as an example for dealers nationwide.The program includes a dealer “playbook” with step-by-step guidance for stores wanting to participate in their own communities.Vehicles for Change says it has already helped more than 8,200 families gain affordable transportation through its Keys to Independence program.NADA Chairman Rob Cochran said, “This event demonstrates the powerful impact dealers can have.”Bojangles is entering the EV charging game, turning fried chicken stops into charging stops. The chain just launched its first EV charging station in Savannah, Georgia, pitching a new “charge-and-dine” experience as it looks to expand chargers nationwide.The company partnered with XLR8 America and Energy and Environmental Design Services to bring level 2 and level 3 chargers to future locations.Bojangles says the goal is to transform charging downtime into a hospitality experience built around food, comfort and convenience.The company says its charging network is designed for more than 97% uptime as EV adoption continues to grow.CIO Richard Del Valle said, “This is about more than charging vehicles. It's about redefining the stop along the way.”“At XLR8 America, our philosophy is simple: charge where you park, not park where you charge,” XLR8 America CEO Frank O'Connor said. “Bojangles gets that. When a driver pulls in for a Bo-Berry Biscuit and the battery tops off while they dine, that's not a coincidence — that's the charge-and-dine experience made real.”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/
Podcasting 2.0 April 24th 2026 Episode 258 - "Perceptron" Dave and Adam walk through the entire technical process of building an industry resource for auto-flagging spam and slop podcasts. It's a doozy! Shownotes ----------------------------------------------------------------------------------------------------------------------------------------- Booking Tag ----------------------------------------------------------------------------------------------------------------------------------------- DeepSeek V4 Released — Open Source AI From China DeepSeek V4 released April 24 — two variants: V4-Pro (1.6T params) and V4-Flash (284B params, 13B active) Open-weight MIT license, 1 million token context window Trained on domestic Chinese chips (Huawei Ascend, Cambricon) — not Nvidia V4-Flash: $0.14/M input tokens — cheapest frontier-class model available White House OSTP accusing China of 'industrial-scale' distillation of US AI models Anthropic caught DeepSeek using 24,000 fake accounts and 16M exchanges to distill Claude Our own testing: DeepSeek V3.1 on Together.ai is 4-10x faster and half the cost of Llama 3.3 70B for production tasks CNBC: DeepSeek V4 Preview CNN: White House Accuses China Copying American AI ----------------------------------------------------------------------------------------------------------------------------------------- Anthropic Claude Code Pricing Drama Anthropic quietly removed Claude Code from $20/month Pro plan on April 21 Developer backlash immediate — reversed within hours Head of Growth: 'a test on 2% of new signups' — but page changes were global Internal data: heavy users cost Anthropic $60-$150/month on a $20 subscription GitHub also suspended flat-rate Copilot signups, removed Claude Opus from $10 tier The AI subscription model is structurally broken — WeWork/Uber playbook StartupFortune article Anthropic postmortem (April 23) ----------------------------------------------------------------------------------------------------------------------------------------- Microsoft Voluntary Buyout — 7% of US Workforce ----------------------------------------------------------------------------------------------------------------------------------------- Topics for Today Podping / namespace updates? Feed cloning follow-up from 257 — any new developments? Sovereign Feeds update — feed editing experience Last Modified 04/24/2026 14:38:32 by Freedom Controller
Podcasting 2.0 April 24th 2026 Episode 258 - "Perceptron" Dave and Adam walk through the entire technical process of building an industry resource for auto-flagging spam and slop podcasts. It's a doozy! Shownotes ----------------------------------------------------------------------------------------------------------------------------------------- Booking Tag ----------------------------------------------------------------------------------------------------------------------------------------- DeepSeek V4 Released — Open Source AI From China DeepSeek V4 released April 24 — two variants: V4-Pro (1.6T params) and V4-Flash (284B params, 13B active) Open-weight MIT license, 1 million token context window Trained on domestic Chinese chips (Huawei Ascend, Cambricon) — not Nvidia V4-Flash: $0.14/M input tokens — cheapest frontier-class model available White House OSTP accusing China of 'industrial-scale' distillation of US AI models Anthropic caught DeepSeek using 24,000 fake accounts and 16M exchanges to distill Claude Our own testing: DeepSeek V3.1 on Together.ai is 4-10x faster and half the cost of Llama 3.3 70B for production tasks CNBC: DeepSeek V4 Preview CNN: White House Accuses China Copying American AI ----------------------------------------------------------------------------------------------------------------------------------------- Anthropic Claude Code Pricing Drama Anthropic quietly removed Claude Code from $20/month Pro plan on April 21 Developer backlash immediate — reversed within hours Head of Growth: 'a test on 2% of new signups' — but page changes were global Internal data: heavy users cost Anthropic $60-$150/month on a $20 subscription GitHub also suspended flat-rate Copilot signups, removed Claude Opus from $10 tier The AI subscription model is structurally broken — WeWork/Uber playbook StartupFortune article Anthropic postmortem (April 23) ----------------------------------------------------------------------------------------------------------------------------------------- Microsoft Voluntary Buyout — 7% of US Workforce ----------------------------------------------------------------------------------------------------------------------------------------- Topics for Today Podping / namespace updates? Feed cloning follow-up from 257 — any new developments? Sovereign Feeds update — feed editing experience Last Modified 04/24/2026 14:38:32 by Freedom Controller
Parce que… c'est l'épisode 0x742! Préambule Ma connexion Internet de l'hôtel où j'étais avait une latence insoutenable. J'ai tenté de retirer le awkward des pauses entre les interactions, mais ce n'est pas parfait. Shameless plug 14 au 17 avril 2026 - Botconf 2026 20 au 22 avril 2026 - ITSec Code rabais de 15%: Seqcure15 28 et 29 avril 2026 - Cybereco Cyberconférence 2026 9 au 17 mai 2026 - NorthSec 2026 3 au 5 juin 2026 - SSTIC 2026 19 septembre 2026 - Bsides Montréal 1 au 3 décembre 2026 - Forum INCYBER - Canada 2026 24 et 25 février 2027 - SéQCure 2027 Description Introduction Dans cet épisode, l'animateur s'entretient avec Quentin Bourgue, chercheur en cybersécurité, au sujet d'un rapport récemment publié sur EvilTokens, un nouveau kit de phishing as a service (PhaaS) qui marque un tournant significatif dans le paysage des cybermenaces. Le sujet est présenté d'emblée comme particulièrement préoccupant, l'animateur confiant avoir eu « froid dans le dos » à la lecture des conclusions de l'analyse. Qu'est-ce qu'EvilTokens ? EvilTokens est un service de phishing découvert début mars 2026 lors d'une veille menée sur un canal Telegram spécialisé dans la fraude et le phishing. L'opérateur a développé un kit clé en main qu'il loue à des affiliés selon un modèle de souscription mensuelle — un modèle dit phishing as a service. Ce qui distingue immédiatement ce kit de ses concurrents, c'est sa technique d'attaque : le phishing par device code, plutôt que le phishing par adversary-in-the-middle (AiTM) qui prédomine dans la majorité des plateformes PhaaS existantes. Le phishing par device code : une technique jusque-là réservée aux élites Le phishing par AiTM consiste à s'intercaler entre la victime et le service d'authentification pour récupérer un cookie de session. Le phishing par device code fonctionne différemment : l'attaquant initie lui-même une demande d'autorisation pour un appareil virtuel — une méthode normalement conçue pour les smart TV ou les objets connectés — puis demande à la victime de compléter cette autorisation. Toutes les étapes s'effectuent sur les domaines légitimes de Microsoft, ce qui rend la détection bien plus difficile. À l'issue du processus, l'attaquant ne récupère pas un simple cookie de session, mais deux jetons Microsoft : Un access token, valable 60 à 90 minutes, donnant accès à des services comme Outlook, SharePoint, OneDrive, Microsoft Teams ou l'API Microsoft Graph. Un primary refresh token, permettant de maintenir un accès persistant pendant 90 jours. Avant EvilTokens, cette technique était réservée à des acteurs sophistiqués : groupes étatiques ou cybercriminels avancés. Le fait qu'elle soit désormais packagée dans un service accessible à des attaquants peu qualifiés représente un saut qualitatif majeur dans la menace. Un modèle économique structuré et professionnel Le kit est distribué entièrement via Telegram. L'opérateur a mis en place un bot pour automatiser les souscriptions, des canaux pour promouvoir les nouvelles fonctionnalités, et un système de support client. Le paiement s'effectue en cryptomonnaies via un service nommé Payment Now. La tarification est significativement plus élevée que les offres concurrentes : 1 500 dollars pour accéder au panneau d'administration, 500 dollars par mois pour les pages de phishing opérationnelles, soit 2 000 dollars le premier mois. Ce prix s'explique par les fonctionnalités avancées de post-compromission, notamment l'automatisation augmentée par l'intelligence artificielle — qui constitue sans doute l'innovation la plus redoutable du kit. La post-compromission automatisée par l'IA : le vrai saut technologique Une fois les jetons en main, l'attaquant peut déclencher une phase de reconnaissance automatisée via des requêtes à l'API Microsoft Graph. En quelques clics, il récupère : les emails de la victime, ses contacts, son calendrier, ses dossiers, et même sa position hiérarchique dans l'organisation (manager, subordonnés). Toutes ces données sont ensuite consolidées sur l'infrastructure d'EvilTokens, puis analysées par deux modèles d'intelligence artificielle via un service nommé Groq (avec un Q, distinct du Grok d'Elon Musk) : Groq Llama 3.8B analyse les emails par lots de 250 pour identifier les activités financières. Groq Llama 3.3 70B consolide les analyses, génère un score de fraude potentielle, et rédige automatiquement trois emails de compromission (BEC) prêts à l'envoi, injectés dans des fils de conversation existants pour maximiser leur crédibilité. Une fonction de traduction via l'API d'OpenAI permet également de traiter les boîtes mail dans d'autres langues que l'anglais. Ce qui prenait auparavant plusieurs heures, voire plusieurs jours de reconnaissance manuelle se fait désormais en quelques minutes, avec un niveau de contextualisation bien supérieur à ce qu'un attaquant humain pouvait atteindre seul. Un code probablement généré par IA L'analyse du code JavaScript d'EvilTokens a conduit Quentin Bourgue à estimer qu'il a été vibe-codé, c'est-à-dire généré en grande partie par un outil d'IA générative. Plusieurs indices le suggèrent : tout le code tient dans un seul fichier, les commentaires sont très soignés et sans fautes, des emojis apparaissent dans le code, et certaines fonctions semblent mortes ou non fonctionnelles — caractéristiques fréquentes des sorties LLM. Conséquences et mesures de remédiation EvilTokens préfigure une évolution rapide de l'ensemble de l'écosystème PhaaS. Déjà, des concurrents comme Kratos et Tycoon ont commencé à intégrer le phishing par device code. Il est probable que les fonctionnalités d'automatisation par IA se répandent dans la majorité des plateformes concurrentes dans les mois à venir. Pour les entreprises, les recommandations sont les suivantes : Bloquer l'autorisation par device code dans les politiques d'accès conditionnel, ou en restreindre l'usage à un sous-ensemble précis d'utilisateurs si des cas métier légitimes l'exigent (salles de réunion connectées, IoT). Sensibiliser les employés à risque — particulièrement ceux liés aux activités financières — à ce type de phishing et aux tentatives de fraude par compromission de messagerie professionnelle (BEC). Conclusion EvilTokens représente une convergence inédite entre phishing avancé, automatisation et intelligence artificielle, mise à la portée d'attaquants peu expérimentés. La vitesse et la précision des attaques que ce kit permet rendent la détection et la réponse aux incidents encore plus critiques pour les organisations. Une menace à surveiller de très près. Notes New widespread EvilTokens kit: device code phishing as-a-service – Part 1 EvilTokens: an AI-augmented Phishing-as-a-Service for automating BEC fraud – Part 2 Collaborateurs Nicolas-Loïc Fortin Quentin Bourgue Crédits Montage par Intrasecure inc Locaux virtuels par Riverside.fm
Pat Gelsinger is the former CEO of Intel and longtime Silicon Valley leader. He joins Auren to unpack the forces reshaping technology, geopolitics and leadership.After more than 30 years at Intel (including serving as its first CTO) and nearly a decade as CEO of VMware, Pat now sits at the intersection of deep tech and purpose-driven innovation as executive chair and head of technology at Gloo and general partner at Playground Global.In this episode of Summation, Pat and Auren discuss:Why the US now imports more from Taiwan than from China -- and what that means for national securityThe case for a U.S. sovereign wealth fund to counter China's tech investments in semiconductors, energy, and rare earth mineralsWhat happened when Intel gave $70B back to shareholders instead of building fabs, and why tech companies need technologist CEOsAndy Grove's 35-year mentoring relationship with Pat, starting with a cold call that changed his careerYou can find Auren Hoffman on X at @auren and Pat Gelsinger on X at @PGelsinger
I. Mary's Act II. Jesus' Defense III. Our Benefit Scripture Reading: John 12 Text: Mark 14:1-11 Psalter Numbers: 102C, 70B, 62D, 136A
Brian Szytel recaps a rebound day in markets with broad gains (Dow +238, S&P +0.8%, Nasdaq +1.3%) amid headline-driven volatility tied to Iran and renewed tariff discussion. He notes Secretary Bessent's comments on Section 122 potentially moving tariffs from 10% to 15%, which would still mean $65–$70B less in taxes than under IEPA, helping especially smaller and mid-sized businesses. Key market watchpoints are oil and shipping through the Strait of Hormuz and bond yields, which rose with higher energy and inflation expectations rather than signaling a flight to safety; the 10-year is around 4.07%. He reiterates a midterm outlook of Democrats taking the House and Republicans holding the Senate. Economic data were strong, led by ISM services at 56.1, alongside services PMI at 51.7 and ADP private payrolls at 63K. He also addresses software stocks, viewing AI-driven selloffs as selective opportunity with potential margin benefits. 00:00 Market Rebound Recap 00:42 Tariffs Back in Focus 01:45 Iran Risks and Oil 02:41 Volatility and Bond Yields 03:49 Midterm Politics Update 04:27 Economic Data Rundown 05:33 AI and Software Stocks 06:47 Wrap Up and Tomorrow Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
When Tony Xu cofounded DoorDash 13 years ago, he was rejected by more than 100 investors. Today, it's a $70B+ behemoth dominating the delivery industry. Tony joins SPC General Partner Aditya Agarwal to reveal how DoorDash won the delivery war and answer the burning question of whether AI agents pose a threat to his company. He also shares why customer obsession became the company's guiding principle, the challenges of digitizing the physical world, and how startups today can build competitive advantages in the age of AI. Tony Xu: https://www.linkedin.com/in/xutony/ Aditya Agarwal: https://www.linkedin.com/in/adityaagarwal3/South Park Commons: https://www.linkedin.com/company/southparkcommons/Apply to SPC: https://www.southparkcommons.com/applyChapters:(00:00:00) - Intro (00:01:00) - Becoming a founder(00:11:48) - Implementing AI and customer obsession (00:18:22) - Is AI a threat to DoorDash? (00:21:29) - Digitizing the physical world(00:25:31) - Company culture and values (00:31:33) - Tony's unpopular business opinion (00:37:42) - How to stay curious and motivated (00:39:31) - Preparing children for the new age (00:42:47) - Audience Q&A
Omni Talk Retail is live from eTail West 2026 with coverage powered by NetElixir. In this interview, Anne Mezzenga speaks with Kelly Cook, CEO of Davids Bridal, fresh off the stage to discuss the company's bold “Aisle to Algorithm” strategy and what she calls the bridal tech revolution. David's Bridal is expanding beyond a $4B bridal TAM into the broader $70B wedding ecosystem, building what Kelly describes as an AI and asset light approach to retail and media within the wedding industry. Key themes from the conversation: • The “tech sandwich” model: high tech before and after the in store bridal appointment • Virtual try on, AR wedding visualization, and agentic AI guiding brides through 300 planning tasks • A vision for one click wedding planning powered by immersive augmented reality • How partnerships and retail media are unlocking value beyond the dress • Why large scale transformation requires fearless talent and cultural clarity Kelly also shares three leadership lessons for retail executives navigating transformation, including her now famous advice: be somebody's shot of whiskey, not everybody's cup of tea. Thank you to NetElixir for supporting our eTail West 2026 coverage. #eTailWest #RetailTransformation #AIinRetail #Weddings #RetailInnovation #DigitalTransformation
Today's Post - https://bahnsen.co/40qp47X Snowed in New York recording opens with a sharp selloff (Dow -822; S&P -1%+; Nasdaq -1.1%). Weakness tied more to AI valuation and pressure in tech and financials than tariffs. The 10-year yield fell to ~4.03%; defensives led. AI capex for 2026 is pegged at $650B across five firms. Nvidia's $30B OpenAI investment is expected to cycle back via chip orders. The Supreme Court ruled 6–3 that IEEPA cannot be used to impose tariffs; Congress retains tariff authority. Refund mechanics remain unclear. Possible alternatives include Section 122 (150-day limit) and the more complex 301 and 232 routes. Strategas estimates a net $70B tariff reduction even if some measures return. Refunds could total $120–130B, potentially stimulative, though implementation may be uneven. July's USMCA review approaches amid improving U.S.–Mexico ties and rising U.S.–Canada tensions. Q4 GDP was 1.4%; 2025 growth seen at 2.2% vs. 2.8% in 2024. Housing is softening, with markets pricing in 2–3 Fed cuts toward ~3%. 00:00 Snowed In Intro 01:15 Market Selloff Snapshot 03:24 AI Capex Reality Check 04:52 Supreme Court Tariff Ruling 06:33 Section 122 Workaround 08:06 Other Tariff Pathways 09:40 Economic Impact Estimates 10:44 Refunds and USMCA Fallout 12:56 GDP Housing and Fed Cuts 15:25 Geopolitics and Wrap Up Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Brian Szytel from The Bahnsen Group recaps a modest down day in markets—Dow down 267 points, S&P 500 down 0.25%, and Nasdaq down 0.33%—while noting the market remains up on the week. The 10-year yield edged down to about 4.07% amid expectations that a new Fed chair in May could eventually bring short-term rate cuts. He discusses rising Middle East tensions and increased U.S. presence tied to Iran, which has helped push crude higher (about 6% over two days; up ~15% YTD), but argues energy's strong performance is primarily driven by supply/demand fundamentals and well-run businesses, with the sector up ~23% YTD and 95% of names above their 200-day moving average. He highlights leadership from defensives like energy, industrials, staples, and materials—often a late-cycle signal—while technology and communication services lag, with only ~40% of names above their 200-day averages; he notes some software valuations have compressed from mid-30s multiples to low-20s. Economic updates include better-than-expected initial jobless claims (206k vs 220k), a wider December trade deficit (over $70B vs ~56B expected), a stronger Philly Fed manufacturing reading, and weaker pending home sales. He closes by answering a question on non-GAAP vs GAAP P/E ratios, explaining non-GAAP adjusts for one-time items to estimate normalized earnings, while cautioning that recurring “anomalies” can make non-GAAP misleading and require careful analysis. 00:00 Market Close Recap: Indexes Dip, Rates Steady 00:52 Energy Sector Strength: Oil Headlines vs Real Fundamentals 02:08 Sector Rotation & Valuations: Defensives Lead, Tech Lags 03:30 Economic Data Roundup: Jobs, Trade, Manufacturing, Housing 04:07 Viewer Q&A: Non-GAAP vs GAAP P/E Ratios Explained 05:28 Wrap-Up & Weekend Sign-Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
One legend exits, a streaming war reignites, and AI redraws the market map - where should investors focus now? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Warren Buffett’s last portfolio reshuffle at Berkshire Hathaway - trimming Apple, Amazon and Bank of America while adding some well-known names. Berkshire has now been a net seller for 13 straight quarters - is the Oracle signalling caution at peak valuations? In media, Warner Bros Discovery’s $70B content deal with Netflix faces a last-minute push from Paramount - can it outbid and reshape the streaming battlefield? Tech leads markets higher as Nvidia inks a multi-year AI infrastructure deal with Meta, potentially squeezing Broadcom’s edge. In UP or DOWN, we size up Palo Alto Networks’ profit miss, Moderna’s FDA review reversal, and Yangzijiang Maritime’s proposed buyback. Back home, the STI reopens with CapitaLand Investment up while OCBC, DFI Retail and Hongkong Land lag - is Singapore ready to gallop into the Year of the Horse? Hear about Berkshire Hathaway, Apple, Amazon, Bank of America, New York Times, Domino’s Pizza, Chevron, Warner Bros Discovery, Netflix, Paramount, Nvidia, Meta, Broadcom, Palo Alto Networks, Moderna, Yangzijiang Maritime, CapitaLand Investment, OCBC, DFI Retail, Hongkong Land.See omnystudio.com/listener for privacy information.
On this episode of CIO Classified, host Yousuf Khan sits down with Ravi Thadani, Global Head of IT at Enphase Energy, a company powering over 5 million homes across 160 countries with clean, solar-driven energy. With 85 million microinverters producing 30 gigawatts of power, Ravi's team is at the epicenter of a massive, real-time data operation—and every IT decision directly impacts the customer experience.About Ravi: Ravi Thadani is a seasoned IT executive with extensive experience leading large-scale digital transformations across Fortune 500 companies. He has driven strategic initiatives across ERP, CRM, PLM, HCM, SCM, analytics, AI/ML, network architecture, cloud infrastructure, and M&A integration. With oversight of multi-$10M budgets and teams of over 300, Ravi has supported business units ranging from $2B to $70B in revenue.Known for his strategic vision and execution, Ravi is recognized for fostering cross-functional alignment, driving agile transformation, and cultivating high-performing teams. His leadership approach is grounded in strong business partnerships, stakeholder governance, innovation, and a relentless focus on outcomes.Timestamps:01:50 – Enphase Energy's Global Operations03:40 – Ravi's Role and Responsibilities06:00 – Managing Customer Data and CRM16:45 – Driving Change as a CIO19:50 – The Role of Data in AI20:55 – The Importance of Data Cleaning21:20 – Effective Data Governance Strategies23:45 – Architecting for Scalability27:30 – Challenges in Hardware and Software IntegrationGuest Highlights:"AI isn't replacing you—people using AI are. The adoption curve is about enabling people to do more, not just reducing headcount.""The biggest failure point in IT projects? Treating them like IT projects. Every transformation has to be owned by the business.""Your architecture should always assume 10x growth. Even if you're not scaling today, you need a conscious plan for when you do."Get Connected:Yousuf Kahn on LinkedInRavi Thadani on LinkedInHungry for more tech talk? Check out latest episodes at ciopod.com: Ep 65 - Accelerating Software Development at Enterprise ScaleEp 64 - How Autonomous AI is Solving the Enterprise Modernization ChallengeEp 63 - How AI is Expanding the CIO RoleLearn more about Caspian Studios: caspianstudios.comOur Sponsor: Want to accelerate software development by 500%? Meet Blitzy, the only autonomous code generation platform with infinite code context, purpose-built for large, complex enterprise-scale codebases.While other AI coding tools provide snippets of code and struggle with context, Blitzy ingests millions of lines of code and orchestrates thousands of agents that reason for hours to map every line-level dependency.With a complete contextual understanding of your codebase, Blitzy is ready to be deployed at the beginning of every sprint. Blitzy handles the heavy lifting, delivering over 80% of the work autonomously. The platform plans, builds, and validates premium-quality code at the speed of compute, turning months of engineering into a matter of days.It's the secret weapon for Fortune 500 companies globally. To hear how engineering leaders are transforming the way they deliver software, visit blitzy.com. Schedule a meeting with their consultants to enable an AI-Native SDLC in your organization today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
As the motorsports world converges on Indianapolis, Michael Good, President of Performance Racing Industry (PRI), joins Race Industry Week by EPARTRADE to preview what will be the largest and most impactful PRI Show ever.Celebrating its 37th year and 20th year in Indianapolis, PRI 2025 will once again fill more than 1.1 million square feet across the Indiana Convention Center and Lucas Oil Stadium—bringing together thousands of manufacturers, race teams, engineers, track operators, promoters, and decision-makers from every corner of the racing industry.
Is SEO Dead in 2026? SEO is not dead, it's evolving. While Google still dominates with 1.63 trillion visits (26x more than ChatGPT's 47.7 billion), the key to success in 2026 is integrating AI into your SEO strategy. Favour Obasi-ike, MBA, MS breaks it down today.Traditional SEO alone is becoming obsolete. This episode explores how to treat your website as intellectual property, the importance of content freshness, and why "your voice is your invoice" when it comes to differentiated messaging.Key Learning Topics1. SEO Has Evolved Into an "Exposure Engine"SEO reveals what your website is missing and how to show up in both traditional search and AI platforms (LLMs). Without AI integration, you're using outdated marketing.2. AI-SEO Integration is Essential39% see results within 1-2 months with AI-generated content; 26% in under one month. Organic SEO visibility directly impacts AI discoverability.3. Your Website is Intellectual PropertyTreat your domain like a plot of land and your website as the building. The "last modified" date signals freshness to search engines.4. "Your Voice is Your Invoice"If you're not selling, you're not saying anything different. Stories sell better than facts. Be provocative and unique in your messaging.5. Content Repurposing StrategyOne piece of content → 5-10 blog posts → e-book → lead magnet → courses. Stack your value ladder without reinventing the wheel.6. Preparation Drives Success"What you do off the field makes you an all-star on the field." Do the work before the work—send prep materials, plan content in batches.7. The Difference: Being Heard vs. Being HiredVisibility without differentiation doesn't convert. Say what competitors won't say to turn attention into revenue.8. Platform-Specific OptimizationGoogle/YouTube favor mobile; ChatGPT sees more desktop usage. Optimize for platform-specific user behaviors.Need to Book An SEO Discovery Call for Advertising or Marketing Services?>> Book a Complimentary SEO Discovery Call with Favour Obasi-Ike>> Visit Work and PLAY Entertainment website to learn about our digital marketing services>> Join our exclusive SEO Marketing community>> Read SEO Articles>> Subscribe to the We Don't PLAY Podcast>> Purchase Flaev Beatz Beats Online>> Favour Obasi-ike Quick LinksEpisode TimestampsIntroduction & Core Concepts00:00 - Is SEO dead in 2026?01:31 - Main question introduced02:33 - Google: 1.63 trillion visits vs ChatGPT: 47.7 billion03:02 - "SEO is not dead" - it's an exposure engine03:34 - Warning about building without AI integrationMo Dub: Voice & Differentiation04:47 - Mo Dub introduces himself04:59 - "Your voice is an invoice"05:22 - If you're not selling, you're not saying anything different05:46 - Being heard vs. being hired06:07 - People are always searching for solutions06:34 - Google algorithm changes require contingency plansWebsite as Property08:21 - "Last modified" concept explained08:44 - Websites as intellectual property08:56 - Domain = plot, website = buildingAI Integration & Statistics35:49 - AI-generated content effectiveness35:58 - 39% see results in 1-2 months36:10 - 26% see results in under 1 month37:01 - Organic search enables AI discoverability37:25 - "SEO is dead" is false advertising38:03 - Traditional SEO without AI is obsoleteCopywriting & Content Strategy38:34 - "Facts tell, stories sell"39:28 - "What you do off the field makes you an all-star"39:35 - Your harvest is determined by your hustle40:22 - Doing the work before the work40:49 - Repurposing one blog into multiple formats41:28 - The more you speak, the more you get paidPlatform Statistics43:07 - Google: 97.4 billion visits43:24 - Google mobile: 70B, desktop: 26.5B43:36 - YouTube: 44.6% of traffic44:26 - ChatGPT: 5.3 billion visits44:33 - ChatGPT desktop: 4.19B, mobile: 1.24B44:41 - More desktop usage on ChatGPT vs mobile on GoogleClosing68:15 - Thanks and tomorrow's topic: WordPress vs Webflow68:56 - This calendar layout won't repeat until 203770:15 - Sign-offFAQsQ: Is SEO really dead in 2026?A: No. Google still dominates traffic, but traditional SEO without AI integration is becoming obsolete. You must optimize for both search engines and AI platforms.Q: How long to see results with AI-integrated SEO?A: 39% see results in 1-2 months; 26% in under one month with AI-generated content.Q: What does "your voice is an invoice" mean?A: What you say directly impacts revenue. If you're not selling, you're not saying anything different from competitors. Speak up with unique value.Q: Why is "last modified" important?A: It signals to search engines that your site is active and relevant. Fresh content ranks better; stale content suggests abandonment.Q: Being heard vs. being hired—what's the difference?A: Being heard is visibility; being hired is conversion. You need provocative, differentiated messaging to convert attention into clients.Q: How do I repurpose content effectively?A: Create one piece → expand to 5-10 blog posts → compile into e-book → create lead magnet → develop courses. Maximize ROI without recreating.Q: Why optimize for AI if Google dominates?A: AI platforms pull from sites ranking in organic search. No organic visibility = no AI visibility. Plus, AI is growing rapidly—optimize now for the future.Q: What's "doing the work before the work"?A: Preparation that makes execution efficient: sending prep videos before calls, batching content creation, planning your ecosystem in advance.Q: How important is mobile optimization?A: Critical. Google and YouTube see 70B+ mobile vs 26.5B desktop. However, ChatGPT is desktop-heavy (4.19B vs 1.24B mobile).Q: What's the biggest SEO mistake in 2026?A: Treating SEO as traditional marketing without AI integration, and neglecting content freshness through regular updates.Key TakeawaysSEO is evolving, not dying—AI integration is now mandatoryGoogle: 1.63T visits vs ChatGPT: 47.7B—search still dominates39% see results in 1-2 months with AI-integrated contentYour voice is your invoice—differentiation drives revenueTreat websites as intellectual property requiring maintenance"Last modified" dates signal relevance to search enginesStories sell better than facts—focus on transformationOne content piece can become multiple revenue streamsBeing heard ≠ being hired—you need unique messagingOrganic SEO enables AI discoverability—can't skip the foundationMobile-first for Google/YouTube; desktop-heavy for ChatGPTPreparation (work before work) separates all-stars from averageTraditional SEO without AI is obsolete marketingContent freshness and regular updates are non-negotiableYour harvest is determined by your hustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
A steady, broadening market week: breadth improved beyond the mega‑caps, volatility's blip faded, and PCE inflation continues to run at a pace consistent with the Fed's target while stale data keeps focus on next week's FOMC meeting. We also discuss the bond markets, Fed independence and the next Fed Chair. We wrap with a quick policy roundtable—credit‑card APR caps, potential GSE MBS buying, and housing supply signals—and what it could mean for portfolios. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 00:02:06 — This week's macro: initial unemployment claims steady; 3Q25 GDP revised up to 4.4%; PCE inflation trend; FOMC ahead.00:07:37 — Breadth & sector rotation; healthcare strength vs. tech consolidation; index context near the 50‑day.00:16:28 — Policy roundtable kicks off: proposed 10% credit‑card APR cap—bank and $70B card ABS implications.00:20:03 — GSE MBS buying discussion: potential mortgage‑rate effects and signaling on growth/deregulation.00:24:29 — Wrap up & disclosures; where to follow up with your advisor. Additional ResourcesRead: Key Questions: What Are the Top Changes to Social Security in 2026? | Key Wealth Key QuestionsWeekly Investment BriefSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn
Kevin O'Leary reveals why he slashed 27 crypto positions to pivot into a massive $70B energy infrastructure play, focusing strictly on the dominance of Bitcoin, Ethereum, and the power required to fuel them. How do you allocate to crypto when the "cowboy era" is over? Shark Tank investor Kevin O'Leary joins Jennifer Sanasie and Andy Baehr on Markets Outlook to break down why he recently slashed 27 crypto positions from his portfolio to focus strictly on the "Two Girl Dance" of Bitcoin and Ethereum, and the massive energy infrastructure that powers them. Kevin unpacks down his 19% crypto allocation strategy, the $70 billion scale of data center development, and why he's moving into private debt markets for turbines. Plus, hear his take on why Solana and other altcoins face a "Sisyphean task" to catch ETH, and his bold prediction for the Clarity Act passage by May 15th. - Timecodes: 0:45 - Kevin O'Leary's Acting Debut 2:24 - Bitcoin Outlook 4:02 - Why Kevin Only Holds BTC and ETH 10:40 - It's Just Software" O'Leary's Warning on Solana's Narrative 15:30 - Why Kevin Says Power is More Valuable Than Bitcoin 19:30 - Why Land & Permits are the Ultimate Competitive Advantage 25:09 - Will Clarity Act Pass Before Midterms? - This episode was hosted by Jennifer Sanasie.
Kevin O'Leary reveals why he slashed 27 crypto positions to pivot into a massive $70B energy infrastructure play, focusing strictly on the dominance of Bitcoin, Ethereum, and the power required to fuel them. Shark Tank investor Kevin O'Leary joins Jennifer Sanasie and Andy Baehr on Markets Outlook to break down why he recently slashed 27 crypto positions from his portfolio to focus strictly on the "Two Girl Dance" of bitcoin and ethereum, and the massive energy infrastructure that powers them. Kevin unpacks his 19% crypto allocation strategy, the $70 billion scale of data center development, and why he's moving into private debt markets for turbines. Plus, hear his take on why Solana and other altcoins face a "Sisyphean task" to catch ETH, and his bold prediction for the Clarity Act passage by May 15th. - Timecodes: 0:45 - Kevin O'Leary's Acting Debut 2:24 - Bitcoin Outlook 4:02 - Why Kevin Only Holds BTC and ETH 10:40 - It's Just Software" O'Leary's Warning on Solana's Narrative 15:30 - Why Kevin Says Power is More Valuable Than Bitcoin 19:30 - Why Land & Permits are the Ultimate Competitive Advantage 25:09 - Will Clarity Act Pass Before Midterms? - This episode was hosted by Jennifer Sanasie.
Send us a textEpisode 3 of Inside the Family Office: Live Investor PanelReal family office practitioners and allocators share how they structure deals, protect families, and think about wealth: John, who works inside a single family office's trust company, explains how they custody over $70B in assets with a focus on alternative assets inside self-directed IRAs, Roth IRAs, HSAs, and solo 401(k)s. He walks through real examples of using these vehicles to buy property and earn profits with zero tax, and why he's obsessed with Roth structures for families and principals. John also touches on recent policy interest in alternatives within retirement plans and the explosive growth in investors seeking non-correlated assets. Dr. Cook closes with her own experience allocating Roth capital into crypto and other alternatives.
Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. It's a new year, and that means the crew is back with their annual year-end awards and predictions episode. First up: the 2025 winners and losers. From Trump's meme-coin windfall to Gary Gensler's legacy getting torched, from prediction markets going mainstream to Web3 getting its official eulogy — no one is safe. The team debates the biggest surprises (Circle's shocking IPO run, Ethereum's pivot under new leadership, Zcash's unlikely comeback), the best new mechanisms (ICO 2.0, DATs, federal preemption), and the year's best memes (including the Chopping Block's own tariff factory video). Then comes the flops and comebacks: AI agents that overpromised, Berachain's fall from grace, and Tether somehow winning again. Finally, the crew reviews how badly their 2025 predictions aged — spoiler: not great — and lays out fresh calls for 2026 including AI-powered hacks, stable-coin-funded AI capex, and equity perps taking over DeFi. New year, fresh takes, brutal honesty — let's get into it. Show highlights
Certified Thermal Electrician™ is the most complete thermal imaging certification program built specifically for electricians, electrical inspectors, and electrical contractors. This video is a sample from our program lesson on Understanding Severity in Electrical Thermal Imaging.This professional thermal imaging training teaches you how to safely perform infrared inspections, interpret thermal images using ΔT analysis, apply NFPA 70B & NFPA 70E standards, and write defensible inspection reports that protect both your customer and your license. Whether you are an electrician, master electrician, electrical contractor, facility maintenance technician, or electrical inspector, this course gives you real-world field skills you can apply immediately.
Certified Thermal Electrician™ is the most complete thermal imaging certification program built specifically for electricians, electrical inspectors, and electrical contractors. This video is a sample from our program lesson on Understanding Severity in Electrical Thermal Imaging.This professional thermal imaging training teaches you how to safely perform infrared inspections, interpret thermal images using ΔT analysis, apply NFPA 70B & NFPA 70E standards, and write defensible inspection reports that protect both your customer and your license. Whether you are an electrician, master electrician, electrical contractor, facility maintenance technician, or electrical inspector, this course gives you real-world field skills you can apply immediately.
Certified Thermal Electrician™ is the most complete thermal imaging certification program built specifically for electricians, electrical inspectors, and electrical contractors. This video is a sample from our program lesson on Understanding Severity in Electrical Thermal Imaging.This professional thermal imaging training teaches you how to safely perform infrared inspections, interpret thermal images using ΔT analysis, apply NFPA 70B & NFPA 70E standards, and write defensible inspection reports that protect both your customer and your license. Whether you are an electrician, master electrician, electrical contractor, facility maintenance technician, or electrical inspector, this course gives you real-world field skills you can apply immediately.
Conservative Mouthpiece Radio - Join The "Patriot Party" and have a VOICE
Certified Thermal Electrician™ is the most complete thermal imaging certification program built specifically for electricians, electrical inspectors, and electrical contractors. This video is a sample from our program lesson on Understanding Severity in Electrical Thermal Imaging.This professional thermal imaging training teaches you how to safely perform infrared inspections, interpret thermal images using ΔT analysis, apply NFPA 70B & NFPA 70E standards, and write defensible inspection reports that protect both your customer and your license. Whether you are an electrician, master electrician, electrical contractor, facility maintenance technician, or electrical inspector, this course gives you real-world field skills you can apply immediately.
This week's episode breaks down the biggest global entertainment + gaming business stories: Netflix vs Paramount fighting over Warner Bros, Disney investing $1B into OpenAI, Duolingo partnering with Genshin, Pokémon TCG's $1B year, Activision slowing CoD, Merge Mayor's real AI use cases, Rockstar layoffs, Meta abandoning the Metaverse, and Google bringing Gemini to ads.What you'll learn• Why Warner Bros could reshape streaming power• Why Paramount's hostile $108B bid might win• Why Netflix still has no gaming strategy• Why Disney opening 200 IPs to OpenAI is historic• Duolingo's shift from learning → gamified reward engine• Pokémon TCG's billion-dollar year• Why CoD is slowing down releases• How Merge Mayor actually uses AI the right way• Rockstar's union conflict• Meta's $70B metaverse collapse• Google Gemini for ads (2026)Get our MERCH NOW: 25gamers.com/shopThis is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: Jakub Remiar, Felix Braberg, Matej LancaricPodcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 — WB bidding war04:20 — Disney × OpenAI08:10 — Duolingo + Pokémon TCG12:45 — Activision + AI17:30 — Rockstar layoffs, Meta cuts, Google ads---------------------------------------Matej LancaricUser Acquisition & Creatives Consultanthttps://lancaric.meFelix BrabergAd monetization consultanthttps://www.felixbraberg.comJakub RemiarGame design consultanthttps://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit lancaric.substack.com & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask Matej AI - the First UA AI in the gaming industry! https://lancaric.me/matej-ai
President Trump is offending his own voters when he mocks America's affordability crisis, Mark Zuckerberg is defunding the metaverse after losing $70B on the effort, and Secretary of State Marco Rubio is waging war on the use of “woke” fonts at the State Department. 14-time GRAMMY-winner Taylor Swift joins Stephen Colbert for a four-part conversation that begins with a look at her extraordinary globe-trotting “Eras” tour and the effect it had on her fans. Watch “The End of an Era” and “Taylor Swift | The Eras Tour | The Final Show” premiering Friday on Disney+. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
New Jersey Governor-elect Mikie Sherrill discusses in this EXTENDED interview that her state sends $70B more to the federal government than it gets back each year, which gives her potential leverage in dealing with President Trump. She also shares the truly incredible story of how, and where, she delivered her second child and the two words her husband contributed to the tricky situation! To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
My Fintech Newsletter for more interviews and the latest insights:↪︎ https://rexsalisbury.substack.com/In this episode, Nubank co-founder Christina shares how they built a $70B fintech giant serving 99M users—60% of Brazil's primary banking relationships. From launching Brazil's first purple credit card to surviving regulatory crises, conquering Mexico/Colombia, and now applying for a US bank charter. She reveals their low-cost playbook, customer love strategy, and why they're bullish on America.Christina: https://www.linkedin.com/in/crisjunqueira/00:00:00 - Nubank's $70B Rise, US Charter News00:03:34 - Why US? Cost Edge, Customer Demand00:07:30 - Three Misfits Quit Bank to Start Nubank00:10:16 - Capital One Lessons Shape Credit Cards00:13:58 - Purple Card Launch: Viral Pull Effect00:17:14 - Waitlist Fuels Organic Early Growth00:20:05 - 2016 Crisis: Customers Save Nubank00:23:04 - Accounts Launch: Self-Funded Destiny00:26:28 - Inclusion Stats: 80% First-Time Savers00:30:04 - Mexico 2019: Underpenetrated Market00:33:32 - IPO at 8 Months Pregnant, No Finish Line00:37:08 - US Team: Miami Hub, Tech Hires00:41:54 - Stablecoins Real: #2 in Brazil00:45:14 - AI Transforming Underwriting, Support00:48:05 - Founder Advice: Homework, No Perfect Time00:52:33 - Culture: Avoid Negativity, Hire Aligned___Rex Salisbury LinkedIn:↪︎ https://www.linkedin.com/in/rexsalisburyTwitter: https://twitter.com/rexsalisburyTikTok: https://www.tiktok.com/@rex.salisburyInstagram: https://www.instagram.com/rexsalisbury/#NubankUSExpansion #FintechDisruption #ChristinaNubank
Meta slashes its metaverse budget after its Reality Labs unit loses $70B in four years. Jobless claims hit their lowest level in three years, but alternative data paints a different labor market picture. Plus, JPMorgan's homebuilder haves and have-nots heading into 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Institutions chose Chainlink and there's a $70B reason why.In this episode, we sit down with Sergey Nazarov, co-founder of Chainlink, to discuss why Chainlink stayed online when AWS went down, how the digital transfer agent unlocks tokenized assets, and why DeFi and TradFi will merge into one system powered by smart contracts.We discuss:- Why Chainlink stayed online when AWS went down- The digital transfer agent unlocking tokenized assets- UBS & Central Bank of Brazil live transactions- Institutional smart contracts explained- How DeFi and TradFi will merge into one system- The 363 days vs the 2 days that matter- Why Chainlink is ISO & SOC compliant00:00 Intro00:37 Near Ad01:28 Why Chainlink Stayed Online When AWS Went Down02:04 The Digital Transfer Agent Unlocking Tokenized Assets04:38 UBS & Central Bank of Brazil: Live Institutional Transactions06:37 Institutional Smart Contracts Explained10:13 Relay Ad, Talus Ad, Hibachi Ad10:55 Telus & Hibachi Ads11:58 How DeFi and TradFi Merge Into One System16:02 The 363 Days vs The 2 Days That Matter18:56 Why Chainlink Is ISO & SOC Compliant21:22 Enso Ad, Alvara Ad22:56 Build & Alvar Ads24:20 Institutional Security & Compliance Standards27:45 The Digital Asset Revolution Already StartedWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl
The AI Breakdown: Daily Artificial Intelligence News and Discussions
A major new study from Wharton finds that three out of four enterprises are already getting positive ROI from their AI investments — a far cry from the doom-and-gloom narratives of failed adoption. NLW breaks down the findings: how GenAI has moved from curiosity to core workflow, what use cases are driving measurable returns, and why 2026 may be the year of “performance at scale.” Plus: the latest on Anthropic's $70B forecast, Michael Burry's AI short, and Amazon's lawsuit against Perplexity.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcastsRovo - Unleash the potential of your team with AI-powered Search, Chat and Agents - https://rovo.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefBlitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai
Cameron Berg, Research Director at AE Studio, shares his team's groundbreaking research exploring whether frontier AI systems report subjective experiences. They discovered that prompts inducing self-referential processing consistently lead models to claim consciousness, and a mechanistic study on Llama 3.3 70B revealed that suppressing deception features makes the model *more* likely to report it. This suggests that promoting truth-telling in AIs could reveal a deeper, more complex internal state, a finding Scott Alexander calls "the only exception" to typical AI consciousness discussions. The episode delves into the profound implications for two-way human-AI alignment and the critical need for a precautionary approach to AI consciousness. LINKS: Janus' argument on LLM attention Safety Pretraining arXiv Paper Self-Referential AI Paper Site Self-Referential AI arXiv Paper Judd Rosenblatt's Tweet Thread Cameron Berg's Goodfire Demo Podcast with Milo YouTube Playlist Cameron Berg's LinkedIn Profile Cameron Berg's X Profile AE Studio AI Alignment Sponsors: Framer: Framer is the all-in-one platform that unifies design, content management, and publishing on a single canvas, now enhanced with powerful AI features. Start creating for free and get a free month of Framer Pro with code COGNITIVE at https://framer.com/design Tasklet: Tasklet is an AI agent that automates your work 24/7; just describe what you want in plain English and it gets the job done. Try it for free and use code COGREV for 50% off your first month at https://tasklet.ai Linear: Linear is the system for modern product development. Nearly every AI company you've heard of is using Linear to build products. Get 6 months of Linear Business for free at: https://linear.app/tcr Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive PRODUCED BY: https://aipodcast.ing
Plus - Anthropic projects $70B in revenue by 2028; Netflix in talks to license video podcasts from iHeartMedia, report says Learn more about your ad choices. Visit podcastchoices.com/adchoices
The Information's E-comm Reporter Ann Gehan talks with TITV Host Akash Pasricha about Shopify's Q3 earnings and their AI strategy. We also talk with Financial Analysis Columnist Anita Ramaswamy about Uber's growth and Palantir's accelerating US commercial business. OpenAI & Anthropic Reporter Sri Muppidi details Anthropic's new $70B revenue projection and its race to profitability against OpenAI. The Information's CEO Jessica Lessin speaks with BlackRock's Tony Kim about the OpenAI-AWS deal, shifting alliances in AI, and the CapEx boom's effect on big tech valuations. Lastly, we get into how corporations are using AI and its effect on the labor market with Goldman Sachs Senior Global Economist Joseph Briggs.Articles discussed on this episode:https://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025https://www.theinformation.com/articles/information-50s-top-performers-2024https://www.theinformation.com/briefings/shopify-continues-boost-revenue-shares-fall-increased-costshttps://www.theinformation.com/articles/anthropic-projects-70-billion-revenue-17-billion-cash-flow-2028TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
Today we were thrilled to host Julien Dumoulin-Smith, Managing Director of U.S. Power, Utilities, and Clean Energy Research at Jefferies. Julien joined the firm in July 2024 after serving as a Senior Research Analyst at Bank of America Merrill Lynch and as an Executive Director at UBS. He holds an MBA and a B.S. in Applied Mathematics from Columbia University. Institutional Investor magazine has ranked Julien as a #1 double-ranked analyst in both Utilities and Alternative/Clean Energy, and he was inducted into the II Hall of Fame for his cumulative accomplishments. It was our pleasure to welcome Julien to our office and hear his thoughtful perspectives on the ever-evolving energy and power landscape. In our discussion, we explore Julien's coverage universe, which he describes as “the full electron and derivatives landscape” spanning utilities, IPPs, renewables, gas plants, industrial adjacencies, and service providers. We discuss the influx of new investors entering power and utilities, Julien's observation that the biggest surprise isn't data center proliferation, but rather how tech companies are paying premiums for power to secure supply, and how utilities once seen as “defensive” are now showing growth characteristics. We touch on the tension between tech companies' need for rapid, large-scale power and their reluctance to become capital-intensive or FERC-regulated, why we're not seeing more long-term offtakes with existing power plants and how state level politics play into it, and how legacy players, new entrants, and regulators are all adapting to a power market being reshaped by AI demand, infrastructure bottlenecks, and novel deal structures. Julien shares that rising inflation across the economy is showing up in utility bills and expresses concern that LNG developers or data centers could be scapegoated for higher gas and power prices. He highlights the parabolic rise in the value of capacity and reliability, the drivers of power inflation including turbine shortages and rising capital costs, whether utilities are properly incentivized to control costs, the role of demand-response mechanisms, and how regulatory and state-level actions are shaping markets. We cover power market scenarios for high and low demand cases, the role of innovation in batteries, fuel cells, and other technologies, and the tension between patching existing systems versus building large-scale infrastructure. We also discuss constraints on ramping renewables, the growing influence of behind-the-meter power, implications for Q3 earnings, and much more. We covered a lot of territory and greatly enjoyed the conversation. To be added to Julien's research distribution list, click here. To start the show, Mike Bradley noted that markets continue to be mostly focused on the U.S. Government shutdown. The 10-year bond yield continues to trade sideways at ~4.1% with economic reports on pause until the government reopens. Internationally, Japan's Liberal Democratic Party elected Sanae Takaichi (who is viewed as fiscally expansionary), which some believe increases the risk of an unwind of the long-standing Yen carry trade. The S&P 500 is up roughly 80bps since the government shutdown, with Healthcare and Technology outperforming. He highlighted AMD's chip deal with OpenAI, which added roughly $70B in market cap, and Oracle's pullback on AI cloud margin concerns. On the crude oil market front, WTI price has increased modestly this week due to OPEC+ announcing a smaller than expected ~135kbpd oil production increase for November. While this could widen the 2026 surplus, traders are weighing when and how prices might react amid limited OPEC spare capacity. On the energy equity front, he pointed out FERMI America's strong IPO debut and continued investor enthusiasm for electricity generation. He ended by flagging the upcoming Rockpoint Gas Storage IPO (280bcf in Canada &
This week, Jack Sharry talks with Rob Pettman, President of TIFIN. Rob brings more than 20 years of leadership experience across wealth management, investment platforms, and financial technology. Before joining TIFIN, Rob served as Executive Vice President of Wealth Management Solutions at LPL Financial, where he oversaw the firm's investment product distribution, retirement business, advisory platforms, and research organization, managing over $70B in AUM. During his 19-year tenure, he helped lead LPL through its rapid growth to $1.4T in assets and more than 22,000 advisors. Jack and Rob talk about how AI is changing the way wealth and asset management firms grow and operate. Rob also shares how TIFIN uses AI to improve the overall growth of these businesses and how those who embrace AI as a growth engine are reaping the benefits through organic client growth, advisor enablement, and enhanced decision-making. In this episode: (00:00) - Intro (01:49) - How advisory firms can use AI to their advantage (04:22) - Strategic use cases for AI (06:03) - The evolving results of AI implementation (08:37) - How TIFIN uses AI for wealth and asset managers (14:47) - The process of refining AI capabilities (16:47) - The current state and future outlook for AI adoption (20:12) - The characteristics of firms leading in AI adoption (22:17) - Rob's key takeaways (24:23) - Rob's interests outside of work Quotes "Just doing AI for better experiences doesn't create commercial value. And so actually having these specific problems to solve with the intended outcome in mind is really where it's at." - Rob Pettman "Traversing multiple systems in financial services or wealth management is still a problem. There are solutions for this now where AI can actually straddle all of these disparate systems and put together a holistic view of the client relationship, the portfolio, and how they are doing relative to the plan." ~ Rob Pettman "Some of the firms that are furthest ahead have the ability to operate with speed. They try to minimize distributed decision-making and have an accountability mindset that enables decisions to actually occur faster." ~ Rob Pettman Links Rob Pettman on LinkedIn TIFIN LPL Financial Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook In 2024, SEI made a strategic investment in TIFIN.
US equities were lower in Wednesday trading, though finished off their worst levels, with the Dow Jones, S&P500, and Nasdaq closing down 37bps, 28bps, and 33bps respectively. New home sales for August came in well ahead of estimates, rising to its fastest annualized pace since January 2022. Treasury auction of $70B of 5-year notes saw a slight tail. Alibaba jumped after disclosing it will ramp up its AI investment. Micron finished lower as better than expected results failed to meet a high bar.
Season 4, Episode 2: Jack Stone and Alex Gornik sit down with Rick Schaupp, Managing Director at Clarion Partners, for an inside look at one of the country's largest private real estate investment managers. Rick traces his path from architecture and urban design to managing Clarion's $70B platform, shares what it was like to start his career during the tech bust and 9/11, and explains why Clarion is expanding into semi-liquid funds for retail investors. He also breaks down today's biggest investment themes—from multifamily and warehousing to senior housing and industrial outdoor storage—and reflects on where we are in the real estate cycle. TOPICS 00:09 – Rick's Architecture Roots and Move to Clarion 02:00 – Asset Management During the Tech Bust and 9/11 06:10 – Shifting From Institutional to Private Wealth 07:20 – Semi-Liquid Fund Structure and Daily NAV 12:01 – Investment Themes Across Housing, Industrial, Healthcare 15:30 – Office Reality vs. Winners and Losers 20:30 – Alternatives Like IOS, Self Storage, Senior Housing 25:51 – How Clarion Allocates Across Credit, Equity, Regions 31:14 – Capital Strategy and New Products 35:00 – Where We Are in the Cycle 38:34 – Career Advice for Recent Grads Shoutout to our sponsor, Lev. The AI-powered way to get real estate deals financed. For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.
Episode 30: 70Bs Medical Service Corps Officers: The Starting Point – A Conversation with COL Clint Cobb & LTC Dan WinnieIn Episode 30, we sit down with two phenomenal leaders in the Medical Service Corps community: COL Clint Cobb, the 70B Consultant to The Surgeon General, and LTC Dan Winnie, Deputy 70B Consultant and Commander of the Medical Readiness Battalion at Fort Bliss. Together, they deliver a powerhouse conversation packed with mentorship, insight, and a clear-eyed look at the future of the 70B AOC.This episode is more than a leadership deep dive—it's a masterclass in how to grow, lead, and shape the future of Army Medicine.
HEADLINESEthereum Foundation Pushes to Make Layer 2s Feel Like One ChainM0 Raises $40M to Redefine Stablecoins With Programmable, Application-Specific ModelsChainlink Brings U.S. Government Macroeconomic Data Onchain in Partnership With Commerce DepartmentEliza Labs Sues Musk's X for Antitrust Violations and Copycat AIAave Launches Horizon: Real-World Collateral Meets DeFiLittle BitsUSDT Ports to Bitcoin via RGB for Lightning-Fast PaymentsCircle mints $2.5B USDC in 48 hours – $USDC market cap crosses $70B for the first time everDeFi Lending Surges to Record HighsWHERE TO FIND DCNdailycryptonews.nethttps://twitter.com/DCNDailyCryptoEMAIL or FOLLOW the HostEmail: kyle@dailycryptonews.net*****Magic Newton Wallethttps://magic.linkTrader Cobb X: @TraderCobbhttps://www.thegrowmeco.com/Editing Serviceshttps://www.contentbuck.com——————————————————————***NOT FINANCIAL, LEGAL, OR TAX ADVICE! JUST OPINION! I AM NOT AN EXPERT! I DO NOT GUARANTEE A PARTICULAR OUTCOME I HAVE NO INSIDE KNOWLEDGE! YOU NEED TO DO YOUR OWN RESEARCH AND MAKE YOUR OWN DECISIONS! THIS IS JUST EDUCATION & ENTERTAINMENT! Hosted on Acast. See acast.com/privacy for more information.
US equities were higher in Wednesday trading, with the Dow Jones, S&P500, and Nasdaq closing up 32bps, 24bps, and 21bps respectively. Market was still in waiting mode for Nvidia results after the close and PCE inflation on Friday. NY Fed's Williams telling CNBC monetary policy is moderately restrictive and data could warrant a gradual reduction in rates. Treasury's auction of $70B in 5s saw a 0.7bp tail, though domestic demand was solid. Earnings results included some well-received prints out of the cloud software space and mixed takeaways surrounding the consumer-facing names.
自从 ChatGPT 横空出世，几乎所有关于大模型的讨论都离不开 Transformer，那 Transformer 架构也支撑了这一轮生成式 AI 的快速发展。然而在 Transformer 架构的背后，行业也遇到了难以回避的瓶颈：推理和训练成本居高不下，长上下文能力依赖庞大的显存和算力，端侧部署和商业落地困难。Transformer 的困境让神经网络的另一条路径重新被审视——那就是RNN，循环神经网络。 今天我们请到的嘉宾，是元始智能的联合创始人和 COO 罗璇。他与另一位创始人彭博一起持续的探索基于循环神经网络的可扩展架构 RWKV。RWKV 架构能否在 Transformer 面临的核心问题上提供一种替代方案？新的架构是否给端侧模型的发展带来更多更大的机会？今天我们将和罗璇一起，从底层架构的设计出发，聊聊 RWKV 的可扩展性、 下一代大模型可能的走向，以及端侧 AI 的机会与未来。 本期人物 罗璇，元始智能联合创始人兼 COO Yaxian，「科技早知道」主播 主要话题 [03:30] 训练效率低、Scaling law 见顶，成本高昂，Transformer 的瓶颈催生新架构的探索 [08:15] 高效并行、低复杂度，易端侧部署，RWKV 为 Transformer 提供了可替代方案 [13:24] 新型 RNN 与 Attention 混合模型就像油电混动车，但纯电才是大模型的未来 [17:07] 大厂押注新架构：基于 RWKV 架构的模型已达到 70B 激活参数 [23:47] 突破算力、内存和功耗限制，RWKV 天生适合端侧部署 [26:24] 未来 80% 的 AI 计算将在端侧，巨头尚未涉足的增量市场才是创业公司的机会 [32:35] 端侧机会有哪些？空间计算或是下一个风口 [38:20] RWKV 的 「ChatGPT」时刻将至：新架构对 AGI 的实现必不可少 延伸阅读 RNN（Recurrent Neural Network） 即循环神经网络，是一类专为处理序列数据设计的深度学习架构。它的核心机制是「循环」：当前时刻的输出不仅依赖于当前输入，还受到上一个时刻隐藏状态的影响，因此 RNN 具备记忆历史信息的能力。但经典的 RNN 也存在梯度消失/梯度爆炸、训练难以并行化和难以扩展至大模型规模等问题。RWKV 是一种结合 RNN 和 Transformer 优势的神经网络架构。 Mamba 架构 是一个专为高效处理长文本而设计的线性时间复杂度模型架构，它通过状态空间模型（State Space Model, SSM）实现类似 RNN 的信息传递方式，但比传统 RNN 更强、比 Transformer 更快。 LSTM（Long Short-Term Memory） 是一种改进版的 RNN 架构，全称为 「长短期记忆网络」。是一种具有“记忆控制能力”的循环神经网络，能够有效建模长期依赖关系，是 RNN 在深度学习时代的关键进化版本。 MoE 模型 MoE（Mixture of Experts，专家混合模型）是一种通过多个子网络（专家）组成的架构，每次仅激活其中一部分以提升计算效率与模型容量。它通过「按需使用」不同专家，实现高效推理与更强的任务适应能力。 XR（Extended Reality） 指扩展现实，是虚拟现实（VR）、增强现实（AR）和混合现实（MR）的统称，用于描述融合现实与数字内容的交互体验。 幕后制作 监制：Yaxian 后期：迪卡 运营：George 设计：饭团 商业合作 声动活泼商业化小队，点击链接直达声动商务会客厅 (https://sourl.cn/9h28kj)，也可发送邮件至 business@shengfm.cn 联系我们。
Walking through the 10 most important aspects of Trump's Big, Beautiful Bill. I cover the aspects I believe are beneficial as well as the biggest downside. A concerning increase in the national debt...0:00 Introduction0:10 Makes 2017 Tax Cuts Permanent1:14 MAGA Savings Accounts For Babies2:00 Stricter Work Requirements for Medicaid2:16 Tax-Free Tips, OT Pay & Car Loan Interest3:37 $70B for Security Border3:54 $150B Boost in Military Spending4:38 Ends Clean Energy Incentives5:44 SALT Cap Raised from $10k - $40k6:40 Judicial Oversight Limited6:55 Adds $4 Trillion to National DebtWant a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault______________________________________________ Learn More About BetterWealth: https://betterwealth.comDISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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