Podcasts about 75b

Is the SpaceX IPO a once-in-a-generation opportunity—or a setup for investor disappointment? Mike Douglas breaks down the risks and realities behind the massive $75B debut, including extreme valuation, insider dynamics, and the “pop and drop” effect. He explains how hype, index fund demand, and investor behavior all play a role in outcomes. While concerns about retail investors are valid, the discussion highlights how different strategies and time horizons can lead to very different results when approaching high-profile IPOs. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

SpaceX priced the biggest IPO ever at $135/share, raising $75B and debuting at $1.77T. ShinyHunters exploited an unpatched Oracle PeopleSoft flaw hitting 100+ organizations, Mistral seeks €3B at €20B, MrBeast hit 500M subscribers, and SBF lost his appeal. SpaceX raises $75B in the biggest-ever IPO, pricing 555.6M shares at $135 each, giving it a market value of $1.77T (Bloomberg) Founders Fund's ~3% SpaceX stake is worth $50B+, Sequoia's ~1.5% is worth $20B+, and a16z will see its biggest return ever at $10B+ (Bloomberg) Some investors question SpaceX's valuation, citing its $4.3B loss on $4.7B in revenue in Q1, as well as concerns over space data centers (NYT) Oracle warns customers of a critical PeopleSoft flaw after ShinyHunters claimed breaches of 100+ organizations using PeopleSoft; Oracle has not issued a patch (TechCrunch) Sources: French startup Mistral AI is in talks to raise ~€3B at a ~€20B valuation; it was last valued at €11.7B during a funding round in September 2025 (Bloomberg) MrBeast hits 500M subscribers on YouTube, a record for the platform (The Wrap) Sam Bankman-Fried loses his bid to overturn his fraud conviction and 25-year prison sentence over the collapse of FTX (Reuters) Longreads As companies are hit by rising AI costs, they are increasingly using tools that tap cheaper models, including some from China, putting price pressure on OpenAI and Anthropic (WSJ) Sixteen economists weigh in on what AI will mean for the US economy, workers, and workplaces; only two expect AI to actually create more jobs (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's Post - https://bahnsen.co/49T1HsR David Bahnsen returns Dividend Cafe to its normal market focus and records Thursday to avoid being influenced by SpaceX's anticipated IPO trading. He discloses he and some clients own SpaceX via an SPV and will be locked up for a year, after which he expects to sell. Using SpaceX's planned $75B raise with a very small public float and huge valuation, plus prospective trillion-dollar IPOs from Anthropic and OpenAI, he argues public markets face unprecedented IPO valuation “indigestion.” He challenges the belief that IPOs are easy money driven by hype, limited supply, or forced index buying, citing history of large drawdowns after major IPOs and warning about post-lockup selling. He also notes private-company markups boosting reported earnings at mega-cap tech firms. His central message: IPO mania distracts from fundamentals and ignores risk-reward symmetry; “free money” doesn't exist, and disciplined long-term investing matters. 00:00 Welcome Back Update 00:42 Why Record Early 02:18 SpaceX IPO Setup 05:00 Valuation Shockwave 08:00 IPO Pop Myth 09:38 Index Inclusion Hype 12:02 Hidden Earnings Impact 13:31 Ask Better Questions 17:16 Private To Public Shift 19:34 No Such Thing Free Money 20:47 Discipline And Wrap Up Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Story of the Week (DR):SuperBroIpoDystopia: Some key facts: MMa record-breaking $135 per share with$1.8T valuationTo make that math make sense, analysts estimate the company needs to grow its sales by 50% every single year for the next decadeSpaceX lost $4.9B last yearWall Street is Being Treated Like Order-Takers: Musk pre-set the IPO price strictly at $135 and dictating exactly which investors got allocations. This forced major investment banks like Goldman Sachs and Morgan Stanley to act as glorified order-takers without even knowing their exact compensation beforehandSaudi Aramco $1.7T; Alibaba: $237B; Facebook $118BNasdaq aggressively pushed through "fast-entry" rule changes specifically to allow mega-caps like SpaceX to bypass the traditional year of seasoning and enter the Nasdaq-100 in just 15 trading days. This forces passive index funds to buy in blindly to avoid tracking errorsMeme stocker bros: $100B in share orders30% of $75B offering is earmarked for individual retail investors. This effectively shifts late-stage, hyper-inflated valuation risk away from institutions and onto the public.BlackRock $5BInstitutional investors admitted that when they bought into SpaceX privately, they were given high-level revenue figures but were denied a copy of the actual balance sheet—an unprecedented lack of transparency for a company raising tens of billionsUniversity of Washington more than 10% of its $17B in assetsUNC about 10%SpaceX will make $75B in proceedsSaudi Aramco $26B; Alibaba $22BElon Musk's Absolute Voting Tyranny (80% of voting power)personal net worth has officially skyrocketed past $1.1TSpaceX's foundational scale was built on the back of the American public, securing over $20 billion in U.S. federal government contracts to fund its rocket developmentAntonio Gracias: personally lent Musk $1M to keep him afloat; his PE firm Valor gave $76MThat $1M lifeline and early institutional backing from 2008 have compounded into what analysts are calling the most lucrative return on a personal favor in business history.The Second-Largest Shareholder: Through various Valor entities, Gracias controls roughly 7.3% of SpaceX's Class A stock (more than 500 million shares)Gracias's stake is officially worth anywhere from $91B to over $140BThis single corporate listing instantly catapults Gracias into the ranks of the world's 50 richest people.The big party: combined valuation of $3.6TAnthropic ($965B) filed confidentially on June 1OpenAI ($1T) filed confidentially on June 8"We have not decided on timing yet; it may be a while because there are things we want to do that are likely easier as a private company. But it's a complicated set of tradeoffs, and this gives us the option to go public sooner if that ends up being best."What does it all amount to? 4 horrible objectives:Funding a Sci-Fi Passion Project with Public CashBecoming the Pentagon's Irreplaceable War MachineForget the folksy narrative that Starlink is just for connecting rural schools or isolated communities: SpaceX is systematically turning itself into the ultimate military contractorProject Starshield: Those satellites are the foundation for a highly classified, militarized version of the network designed for government surveillance, secure communications, and real-time battlefield tracking.Too Big to Regulate: By launching the vast majority of the world's payloads and controlling the dominant orbital communications network, SpaceX is making the U.S. military entirely dependent on its hardware. The ultimate point is to become so deeply embedded in national defense that the government can never afford to regulate, penalize, or dismantle Musk's empireAn Orbital Real Estate Land GrabBuilding a Borderless, Lawless EmpireSpaceX is attempting to build a tech infrastructure that exists entirely outside the jurisdiction of EarthUltimately, SpaceX isn't trying to save humanity from a dying Earth; it's trying to ensure that whoever controls Earth's future has to pay rent to Elon MuskIran threatens Elon Musk's companies in Middle East: Iranian state mediaAll of Elon Musk's companies in the Middle East are military targets for Iran as it retaliates against the U.S., Iranian state media outlet Fars reported.The targets include a regional Starlink ground station, according to Fars.Sen. Warren calls on SEC to delay SpaceX IPO, flagging concerns about valuation and governanceThe letter to the heads of the Nasdaq, S&P Dow Jones Indices, FTSE Russell and Morningstar Indexes sent on Thursday asked the companies whether they had made or considered rule changes based on lobbying from Elon Musk, other SpaceX officials or officials from OpenAI or Anthropic, and asked for any communications between the companies and the indexesLSEG, which owns the FTSE Russell, and Nasdaq declined to comment. Morningstar did not respond to a request from CNBC for comment.S&P Dow Jones Indices didn't comment on the letter, but the company noted it had decided not to change its rules regarding indexes: “S&P DJI determined that exceptions to these requirements should not be granted solely based on market capitalization,” it said in a statement to CNBC. “The decision not to adopt the proposed exceptions preserves core index principles by maintaining consistent application of these key requirements.”Democrats ask Goldman Sachs CEO why he's keeping lawyer who said she'd resign over ties to EpsteinGoldman Sachs CEO David Solomon is facing new scrutiny from congressional Democrats over his reported effort to retain the bank's top lawyer months after she said she would resign over revelations about her ties to convicted sex offender Jeffrey EpsteinIn a letter sent Wednesday:U.S. Senator Elizabeth Warren (D-Mass.), Ranking Member of the Senate Banking, Housing, and Urban Affairs CommitteeRepresentative Raja Krishnamoorthi (D-IL), Ranking Member of the Subcommittee on Health Care and Financial Services on the House Oversight Committee“Ruemmler ‘educated (Epstein) on how the law differentiates between underage victims of sex crimes and adult prostitutes…'”In February, Ruemmler announced her resignation from Goldman Sachs, effective June 30, 2026: “At the time, you stated that you “reluctantly” accepted Ruemmler's resignation. While Goldman Sachs has declined to comment on this matter, new reporting suggests that you ‘pressed' her to reconsider her resignation and instead move to a new position within the firm.”Teardown of Trump Phone Reveals Incredibly Embarrassing SecretA recent teardown by repair company iFixit confirmed that the T1 is an almost entirely unmodified HTC U24 Pro, a two-year-old and mid-tier Android phone, with a cheap coat of gold colorationTrump is selling an entirely Chinese smartphone, despite waging an economic war against the country.Apart from minuscule changes to the speaker grille and a lengthened flex cable, iFixit concluded that “everything is the same, except the pattern of holes in the case.”Goodliest of the Week (MM/DR):DR: Google and Meta denied new trial in youth social media addiction caseMM: In the United States, Solar Energy is Outpacing Coal for the First Time EverAssholiest of the Week - SPEED ROUND (MM):BP's useless, reactionary board of directors: BP drops net zero division in wake of boardroom turmoil; BP's new CEO Meg O'Neill rips up the energy giant's playbook—and the ‘green' era with it - 10Ryanair blowhard CEO Michael O'Leary: Ryanair investigated over charging parents to sit with children - 5EV killing GM and Mary Barra: GM is pivoting its battery expertise toward powering AI data centers and the grid - 10Every company that fired employees and replaced them with AI: Unfortunate Company Accidentally Blows Half a Billion Dollars on Claude in One Month; AI sticker shock hits corporate America - 10Everything out of Alex Karp's fat mouth: Palantir CEO Alex Karp says executives who brag about their AI cuts might as well ‘sign up for the Bernie Sanders manifesto'; Palantir CEO says AI companies 'don't understand how unlikeable they are'; - 10Sorry Liz, this is investors job: Sen. Warren calls on SEC to delay SpaceX IPO, flagging concerns about valuation and governance - 0Every investor in SpaceX IPO: Franklin Templeton to participate in SpaceX IPO, CEO Johnson tells CNBC; SpaceX IPO demand is approaching four times oversubscribed, source says; Wall Street's undignified SpaceX mania; SpaceX's president hints at a Tesla merger: 'That might make Elon's life a little easier' - 10Billionaires: Billionaires' Billions Are Increasing Faster Than Ever - 10Beef (not Ebola): Elon Musk Faces Backlash as a Horrific Texas Screwworm Outbreak Follows Brutal DOGE Budget Cuts - 10Mark: Meta Furious Over Bombshell Smart Glasses Revelation“Last week, Wired reported that Meta discreetly moved to infuse facial recognition tech into its popular smart glasses, as evidenced by a piece of code discovered in the Meta AI app by the magazine's journalists.” - 10Headliniest of the WeekDR: UBS CEO [Sergio] Ermotti hopes to step down before 2030MM: You Can Now Get a Religious Exemption From Using AI at Work“The funniest possible outcome of the AI mandate era is about to be HR departments discovering that ‘sincerely held religious belief' under Title VII has a much lower bar than they assumed, and Pope Leo handed every Catholic employee a written excuse,” tweeted San Francisco-based startup founder Corey Quinn. (Title VII of the Civil Rights Act prohibits employment discrimination and retaliation based on race, color, national origin, religion, and sex.)MM: Furious Judge Cancels Entire Trial After Finding Out Lawyers on Both Sides Used AIWho Won the Week?DR: HTC U24 Pro, a two-year-old and mid-tier Android phone. Or maybe it was the cheap gold paint?MM: Everyone religious - what CAN'T you opt out of using a religious exemption? PredictionsDR: Attacking dictator-run companies (i.e., Iran/Tesla) starts to enter the realm of normalcyMM: Atheists adopt a religion to opt out of tech bro oligarchies

The CFTC proposed prediction market rules banning bets on war and assassinations. SpaceX drew $250B+ in IPO demand far beyond its $75B target. Microsoft patched a record ~200 security flaws, Tesla has just 59 robotaxis, and Siri AI gets its first hands-on. Sources: the CFTC will propose new prediction market rules, banning bets it finds aren't in the public interest or that seem highly susceptible to manipulation (WSJ) Microsoft's June 2026 Patch Tuesday fixes a record nearly 200 security flaws, 33 rated Critical, as it and security researchers increasingly use AI to find bugs (Krebs on Security) Sources: SpaceX has drawn $250B+ of investor demand for what is poised to be the largest IPO to date, far beyond the $75B that SpaceX is aiming to raise (Reuters) Tesla has just 59 vehicles in its robotaxi fleet and is limited to three Texas cities after almost a year, nowhere close to Elon Musk's big promises (Bloomberg) Hands-on with Siri AI: successfully executed multistep prompts, understood context well, has strong guardrails, and seems a bit more dispassionate than Gemini (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Jonathan Hoenig of CapitalistPig.com has a national look at business news including SpaceX confirms it will seek $75B in record IPO

For twenty years, hearing the patient meant owning a Voice of Customer program. A survey, a tool, a dashboard you showed the board. On May 18, Qualtrics closed its 6.75 billion dollar acquisition of Press Ganey Forsta. The instrument the majority of U.S. hospitals use to hear their patients is now part of a cross-industry experience platform with its own roadmap. Chris Boyer and Reed Smith take that deal apart and ask who, inside the building, still works for the patient once the listening tool belongs to someone else. This is the third Touch Point in a row circling the same observation. TP485 argued digital equity is a clinical operations problem the health system can no longer outsource. TP487 argued the front door moved off the property. TP489 closes the pattern. The listening apparatus moved too. The episode argues marketing should stop being the collector of patient voice and become its advocate. Owning a program means making the signal presentable. Advocacy means being the named person accountable for the patient's voice surviving contact with a budget meeting. That role has a cost, and the episode names it plainly. If your health system would not fund a single internal advocate to carry the patient's voice into the room, you have already priced what that voice is worth to you. Mentions and links: Qualtrics, Qualtrics Acquires Healthcare Experience Leader Press Ganey Forsta for $6.75 Billion, PR Newswire, May 2026: https://www.prnewswire.com/news-releases/qualtrics-acquires-healthcare-experience-leader-press-ganey-forsta-for-6-75-billion-302774876.html Becker's Hospital Review, Qualtrics completes $6.75B deal for Press Ganey, May 2026: https://www.beckershospitalreview.com/digital-health/qualtrics-completes-6-75b-deal-for-press-ganey/ CMSWire, After Uncertainty, Qualtrics Closes Deal on $6.75B Press Ganey Forsta Acquisition, May 2026: https://www.cmswire.com/customer-experience/after-uncertainty-qualtrics-finalizes-6-75-billion-acquisition-of-press-ganey-forsta/ Healthcare IT News, Qualtrics eyes a data engine to predict the experiences patients want, May 2026: https://www.healthcareitnews.com/news/qualtrics-eyes-data-engine-predict-experiences-patients-want AHA Center for Health Innovation, What the Qualtrics Acquisition of Press Ganey Forsta Will Mean for Health Care, October 2025: https://www.aha.org/aha-center-health-innovation-market-scan/2025-10-14-what-qualtrics-acquisition-press-ganey-forsta-will-mean-health-care Qualtrics, Synthetic Data for Market Research FAQ, February 2026: https://www.qualtrics.com/articles/strategy-research/synthetic-data-market-research/ b2b International, AI in Market Research: The Limitations of Synthetic Data, August 2025: https://www.b2binternational.com/publications/ai-in-market-research-the-limitations-of-synthetic-data/ Customer Experience Dive, How synthetic data might shape consumer research, November 2024: https://www.customerexperiencedive.com/news/synthetic-data-consumer-research-customer-journey-qualtrics/732408/ Bain & Company, How Synthetic Customers Bring Companies Closer to the Real Ones, June 2025: https://www.bain.com/insights/how-synthetic-customers-bring-companies-closer-to-the-real-ones/ CMS, HCAHPS: Patients' Perspectives of Care Survey, 2025: https://www.cms.gov/medicare/quality/initiatives/hospital-quality-initiative/hcahps-patients-perspectives-care-survey Learn more about your ad choices. Visit megaphone.fm/adchoices

Citadel and SIFMA lobbied to slow tokenized equity rules. Arjun Sethi calls it 'corporate plumbing.' Chris Perkins calls it a bond future moment. --- Thank you to our sponsor! ⁠⁠Coinbase One⁠⁠: Get 20% off the first year of your Coinbase One annual plan at ⁠⁠coinbase.com/unchained⁠⁠. Heads up! If you haven't yet, be sure to subscribe to Bits + Bips, since the show will migrate there in a few weeks. Follow us on ⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠Unchained⁠⁠⁠⁠⁠⁠⁠ and wherever you get your podcasts. ---- Kraken has spent $2.75 billion on acquisitions in the past year, and co-CEO Arjun Sethi says the point is not a bigger exchange. The goal is a 24/7 global operating system for capital markets: spot, derivatives, payments, tokenized equities, and custody under one regulatory stack. Sethi makes the case for each move, from REAP's tripling revenue in emerging markets to Bitnomial's CFTC trifecta, and says what will actually drive Kraken's next three years is not trading volume. The conversation then turns to the SEC's paused innovation exemption for tokenized equities, why Citadel and SIFMA showed up to lobby against it, and whether direct listings on crypto rails could eventually replace Wall Street's IPO machine. The episode closes on a question nobody saw coming: what Pope Leo's first encyclical on AI and finance has to do with the Bitcoin white paper. Hosts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Austin Campbell (@austincampbell) — Founder, Zero Knowledge Consulting; Adjunct Professor, NYU Stern ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ram Ahluwalia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Co-Host, CEO of Lumida ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Chris Perkins⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Co-Host, CEO of 250 Digital Asset Management Guest: Arjun Sethi - Co-CEO of Kraken / Payward and Chairman of Tribe Capital Timestamps

This Week In Startups is made possible by:PaperOS - https://PaperOS.com/twistNorthwest Registered Agent- https://northwestregisteredagent.com/twistEvery.io - https://Every.ioPlaud - https://Plaud.ai/twistToday's show:Silicon Valley just lined up its biggest liquidity event in years: SpaceX filed confidentially for an IPO that could target a $1.75 trillion valuation — potentially the largest public offering in history. Meanwhile, a new Quinnipiac poll shows that 62% of Americans aren't excited about AI, and 70% think it will destroy their jobs. The disconnect between Sand Hill Road and Main Street has never been wider, and this panel is here to argue about what to do about it.Jason Calacanis and co-host Alex Wilhelm are joined by Delian Asparouhov, Partner at Founders Fund and co-founder of Varda Space Industries; Salen Churi, General Partner at Trust Ventures, focused on regulated industries and physical infrastructure; and Larsen Jensen, Founder and GP of Harpoon Ventures and former Navy SEAL.They dig into the SpaceX IPO and what it means for LP liquidity, founder formation, and venture capital's comeback story; the gap between Silicon Valley's AI optimism and public hostility; whether defense tech is in a bubble after $49 billion flooded the sector in 2025; the Marc Andreessen "zero introspection" thesis for founders; America's reindustrialization challenge and the rare earths supply chain crisis; and Artemis's path to putting boots back on the Moon.Timestamps:00:00 Intro1:09 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!3:50 SpaceX files confidentially for IPO: $1.75T valuation, June target9:00 Will the SpaceX IPO reinvigorate venture capital?10:25 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io14:40 Quinnipiac poll: Americans use more AI but trust it less17:31 AI's PR crisis: Dario vs. Jensen, and who's communicating well18:02 Jason's "Invest America" proposal: give workers equity stakes19:55 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist21:39 Larsen: Silicon Valley is walking into the same trap as China offshoring29:04 PaperOS - Whether you're raising a round, launching a fund, or managing a venture portfolio, PaperOS can unlock simplicity and scale across your empire of capital, contracts, and companies. Claim your $10,000 credit at https://paperos.com/twist29:50 Polymarket: 24% chance of a federal AI data center moratorium33:57 Marc Andreessen on zero introspection (David Senra podcast clip)46:48 Is defense tech in a bubble?1:10:32 Saronic raises $1.75B for autonomous drone boats1:25:07 Anthropic vs. OpenAI: where would you put your entire net worth?Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow 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

March 31, 2026: Your daily rundown of health and wellness news, in under 5 minutes. Today's top stories: Eli Lilly signs $2.75B deal with Insilico Medicine for AI drug discovery, expanding on $1B Nvidia co-innovation lab to turn GLP-1 profits into next-gen pipeline California jury finds Meta and Google liable for youth social media harms, awarding $6M in damages focused on product design like infinite scroll and autoplay Create Wellness raises $20M Series B after selling 100M+ creatine gummies and growing 4x last year, expanding beyond athletes into everyday well-being 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

In this episode of Tank Talks, Matt Cohen and John Ruffolo unpack a major week across Canadian venture capital, deep tech liquidity, sovereign investment strategy, and the rapidly shifting AI software stack. The conversation opens with Ontario's newly announced $4 billion Protect Ontario Account investment fund, designed to back artificial intelligence, defence, manufacturing, and growth-stage businesses while shielding jobs from trade disruption. John breaks down the real strategic question beneath the headline: whether Ontario should centralize capital with one fund manager or use a multi-manager, co-investment model that mirrors the Canada Growth Fund and Quebec's long-standing institutional playbook.The episode then shifts into a stacked run of liquidity events reshaping tech markets. Xanadu's public debut becomes a lens into Canada's capital formation challenges, while the looming SpaceX IPO raises bigger questions about how billions in founder and employee liquidity could flood back into deep tech, defence, and space infrastructure. The discussion sharpens further with CoolIT Systems' $4.75B acquisition by Ecolab, a staggering private equity outcome fueled by AI data center demand, before closing on a real-time operating lesson from inside the Tank Talks fund: why Claude has overtaken OpenAI for enterprise workflows, coding agents, and operational leverage. From sovereign capital to AI agents, the throughline is clear: infrastructure, liquidity, and execution are redefining where value compounds.Ontario's $4B Protect Ontario Fund & the Single-Manager Debate (00:44)Ontario unveils a $4 billion investment vehicle targeting AI, defence, manufacturing, and job protection. Matt and John unpack whether concentrating capital under one GP creates governance risk or strategic efficiency.Why Ontario Is Finally Playing Offense in Capital Formation (02:06)John explains why Ontario's vulnerability to trade shocks and weak co-investment capacity made this move overdue, especially compared to Quebec's institutional investing model.Xanadu Goes Public: A Canadian Deep Tech Financing Milestone (05:33)Xanadu begins trading on both TSX and Nasdaq, giving Canadian deep tech founders a new case study in alternative financing structures through SPACs.SpaceX's IPO Could Trigger a Deep Tech Liquidity Supercycle (09:12)SpaceX's rumored IPO filing and potential $1.75T valuation spark a discussion about how recycled liquidity may turbocharge space, defence, and physical AI startups.CoolIT's $4.75B Exit & the AI Infrastructure Gold Rush (12:14)CoolIT Systems' sale to Ecolab highlights how AI data center infrastructure is driving some of the fastest PE returns in Canadian tech history.The 15x Private Equity Return Nobody Saw Coming (13:17)KKR's three-year hold turns into a stunning 15x equity return, proving that “feature businesses” can become platform-scale winners when AI demand rewrites infrastructure economics.Why Claude Is Beating OpenAI in Enterprise Workflows (15:32)Matt breaks down how Claude-powered agents now run finance audits, subscription cleanup, workflow automation, and internal ops, saving real dollars and flipping AI usage across the portfolio.Consumer AI vs Enterprise AI: The Real Claude vs OpenAI Story (18:20)The closing thesis: OpenAI may dominate consumer mindshare, but Claude is winning where workflows, coding, and high-value enterprise execution matter most.Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

El Pentágono penaliza a Anthropic por tener ética, Microsoft amenaza con demandar a OpenAI por irse con Amazon, Nebius levanta $3.75B, las empresas de IA pagan para limpiar su propia basura del open source, y Meta entierra el metaverso.Descripción Spotify:El Pentágono designa a Anthropic como "riesgo" por negarse a cruzar líneas éticas. Microsoft amenaza con demandar a OpenAI y Amazon por un acuerdo de $50.000M. Nebius levanta casi $4.000M para infraestructura IA en Europa. La Linux Foundation recibe $12,5M para combatir el spam de IA en open source. Y Meta cierra Horizon Worlds: RIP metaverso.Puedes seguirnos en YouTube en https://youtube.com/olivernabani y puedes unirte al Discord Mashain en https://olivernabani.com/discord

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.

Our featured guest this monthCody Cornell, CEO and founder of Swimlane, interviewed by Frank Victory. News from Great American Beer Festival, Lumen, Zvelo, RADICL, Ping Identity, Red Canary and a lot more! Welcome back to the Colorado = Security podcast, where today we're trading the icebreakers of Antarctica for the high-stakes world of global SecOps! Join us as Cody Cornell, the visionary CEO of Swimlane, reveals how he pivoted from the front lines of the Coast Guard to building the future of security automation. It's time to find out if your organization is a fortress of governance or just a glass house waiting for a stone—let's dive in!https://www.linkedin.com/in/codycornell/https://swimlane.com/https://www.linkedin.com/in/frank-victory/https://snowfroc.com/ Come join us on the Colorado = Security Slack channel to meet old and new friends. Sign up for our mailing list on the main site to receive weekly updates - https://www.colorado-security.com/. If you have any questions or comments, or any organizations or events we should highlight, contact Alex and Robb at info@colorado-security.com This week's news: Great American Beer Festival relocates from downtown Denver Colorado now has 6 million people, even amid slowing population growth Denver-area telecom completes $5.75B cash sale to AT&T Louisville tech company nears public offering Energy, data center tax break debates set to kick off in the Colorado legislature this week Agentic AI Security Exposes the Limits of Zero Trust Swimlane Introduces Fleet of AI Agents and Agent-Builder RADICL Secures $31M to Accelerate the Future of Autonomous Cyber Defense for SMBs What is Zero-Knowledge Biometric Authentication? A Simple Guide for Security Teams Go jump in a lake: Measuring the data lake effect on your SIEM | Red Canary Upcoming Events: Check out the full calendar CSA Colorado - Enabling AI: Rules of the Road - 2/17 ISSA COS - February Trivia Night - 2/19 ISACA Denver - February Meeting with the IIA - 2/19 ISC2 Pikes Peak - 2/25 Denver ISSA - AI/ML Special Interest Group - 2/25 View our events page for a full list of upcoming events * Thanks to CJ Adams for our intro and exit! If you need any voiceover work, you can contact him here at carrrladams@gmail.com. Check out his other voice work here. * Intro and exit song: "The Language of Blame" by The Agrarians is licensed under CC BY 2.0

"Cancel your AG1 subscription... AG1 has no real product substance and is fundamentally an influencer heist."In this episode of Bricks, Bucks & Bytes, Owen, Martin, and Patric dive into the wild world of 24/7 AI agents that can build your startup from bed, manage your Tinder profile, and apparently go rogue with your credit card.What's covered:The Maltbot phenomenon and why AI agents are taking over everyone's timeline (and whether you should let one run your life)Equipment Share's landmark IPO: the first major construction tech exit in years and what their $6B+ valuation means for the industryInside their "Big Short-style" financial engineering with equipment-backed securitiesThe upcoming AEC Fight Night 002 debate: Will AI kill the system of record?Meta's Metaverse abandonment after $75B spent (allegedly)Construction's shrinking labor shortage: what the new numbers really meanRobotics reaching a tipping point with multiple solutions now competing in each tradeHow Panasonic is crashing the price of site scanning technologyA stat that'll make you rethink 3D printing: half of all projects ever happened in 2024Quote of the episode:"I really do not understand the outsourcing of brains. I haven't understood it with social media... and agents is just the next ridiculous iteration of that." — PatricOur Sponsors:Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk -  “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comBuildVision -   streamlining the construction supply chain with a unified platform - www.buildvision.ioChapters00:00 Intro00:54 The Rise of AI in Everyday Life 03:34 IPO Insights and Market Trends 06:32 AI Agents: The Future of Automation 07:38 Cultural Reflections on Technology and Lifestyle 10:04 Debating the Value of AI in Work 13:02 Ethics and Automation: A Double-Edged Sword 15:53 Real-World Applications of AI Agents 17:59 The Future of AI in Business 20:41 Equipment Share IPO: A Case Study 28:08 IPO Timing and Financial Considerations 30:20 Innovative Financial Solutions in Equipment Rental32:22 Global Applicability of Financial Engineering 33:44 Future Growth Strategies for Equipment Rental Companies 35:22 Market Share Insights in the Equipment Rental Industry 36:47 Understanding Voting Rights in IPOs 38:31 Challenges in Connecting with Founders 39:13 Meta's Shift from Metaverse to AI 41:29 Construction Industry Trends and Worker Shortages 43:42 Advancements in Robotics for Construction 46:40 AI's Impact on Robotics Development 48:29 Cost Reduction in Laser Scanning Technology 51:16 3D Printing Trends in Construction

Trump threatens Americans with a $75B tax hike while eyeing Greenland. Pence and Miller echo imperial logic as media normalizes a colonial mindset rooted in greed and power.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE

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Mercedes Bent, formerly a Partner at Lightspeed, and a leading investor in fintech, AI, and consumer companies. Guest Bio: Mercedes Bent is a seasoned investor with a background that spans venture capital, startups, and institutional finance. As a former Partner at Lightspeed, she spent over five years leading investments in companies like Stori, Mexico's first tech unicorn co-founded by a woman. Before her time in VC, she served as a General Manager, scaling a startup from $2M to $100M in revenue, and worked at Goldman Sachs managing $1.75B in assets. Mercedes holds degrees from Harvard and Stanford. Episode Summary: Join us for a deep dive with Mercedes Bent, a top investor with a unique perspective on technology, finance, and building a successful career. We'll discuss her journey from managing institutional assets at Goldman to becoming a partner at a major venture fund. Mercedes will share her insights on how to identify market trends, evaluate founders, and the critical role of timing in a fund's performance. Key Discussion Points: The Hierarchy of Metrics: We explore Mercedes's framework for evaluating a company's health and why founders should pay close attention to it. Building a Fund: What it's like, both logistically and emotionally, for a partner to launch their own fund while managing an existing portfolio. Risk and Timing: The parallels between high-stakes games like poker and the world of venture capital. How to think about risk, probability, and when to go "all in." Evaluating the Market: Mercedes's mental models for assessing new trends, founders, and the future of consumer technology and AI. The VC Crossover: Advice for aspiring investors and operators looking to break into the venture capital space. The Rise of the RIA: A look into why some larger venture funds are shifting their business models and how that could reshape the industry. Connect with the Guest: Mercedes Bent's LinkedIn: https://www.linkedin.com/in/mercedesbent/ Disclaimer: The views expressed are for informational purposes only and not financial or legal advice. Opinions are my own and do not reflect those of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC. Consult a professional for your specific situation.

On the latest episode of After Earnings with Ann Berry, Axon's COO and CFO Brittany Bagley discusses how the company is navigating its push into AI-powered policing tools, including body cam video automation and drone-based first response, while weighing the ethical and privacy concerns that come with expansion in the enterprise and retail markets. Highlights include: • How Drones and Small Robots are Reshaping Frontline Policing • Integrating AI Into Bodycams to Draft Police Reports • Balancing CFO and COO Roles at Axon 00:00 - Brittany Bagley Joins 01:38 - Software Driving Axon's Growth 02:27 - Hardware vs. Software: Future Revenue Mix 03:12 - How Axon's AI Works on Existing Devices 04:15 - Real-World AI Use: First Draft Police Reports 06:04 - Language Translation on Bodycams 06:34 - Where Axon Stands on Facial Recognition 08:14 - Privacy vs. Efficiency: The Consumer Tradeoff 09:47 - Robotics & Drones in Modern Policing 11:58 - Acquisitions Strategy: Drone & Sensor Innovation 13:54 - Expanding into Enterprise Markets 17:02 - Public Safety Funding Trends in the U.S. 20:42 - Balancing CFO and COO Roles at Axon 21:53 - How Axon Will Spend $1.75B in Capital 23:00 - Brittany Bagley's Career $AXON Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on the GeekWire Podcast: Microsoft soars past Wall Street expectations, briefly hitting a $4 trillion valuation, while Amazon faces sharper scrutiny over its AI strategy. Todd Bishop and John Cook break down the contrasting earnings results, analyst reactions, and what it all means for the future of AI — and Seattle's place in it. Plus: insights from Microsoft's Mustafa Suleyman on the future of Copilot, a throwback lesson from the Zune era, and a guestbook entry that shows just how mainstream ChatGPT has become. Related stories and links Microsoft plans record $30B in quarterly capital spending Microsoft cut product R&D jobs, added operations roles over the past year Microsoft beats expectations, says Azure revenue tops $75B annually Internal memo: Nadella urges long-term thinking as Azure marks 15 years Microsoft reaches $4 trillion valuation after big earnings report Amazon Web Services profits squeezed amid AI spending surge Amazon tops Q2 estimates with $167.7B in revenue, $18.2B in profits Can Seattle own the AI era? 20 investors and founders weigh the potential From Startup to Exit: Microsoft@50: Birth of Xbox, with Chief Xbox Officer, Robbie Bach Colin & Samir Podcast with Microsoft AI CEO Mustafa Suleyman Tim Ferriss Podcast with Expedia and Zillow co-founder Rich BartonSee omnystudio.com/listener for privacy information.

Earnings season is in full swing and Meta and Microsoft are stealing the show. Anthony and Piers dive into why Meta's shares rocketed 12% on blockbuster earnings, a stunning rebound from its metaverse slump. They explore how Zuckerberg's all-in AI pivot is paying off, from $100M talent wars to $72B in CapEx.Microsoft's cloud machine, Azure, just clocked $75B in annual revenue with 34% growth catapulting the company past a $4 trillion valuation. Is $10 trillion next?Also on the docket: Trump's tariff campaign enters high gear as he turns a Scottish golf course into a global trade hub. Deals are landing, inflation fears rise, and Powell's hawkish stance is pushing the dollar higher. With a September Fed cut now a coin toss, markets are bracing for more.Big tech, big politics, and even bigger moves, your no-nonsense breakdown of the forces driving the summer markets.(00:00) Intro & Key Themes(01:37) Meta Earnings Surge(12:49) Trump's Trade Deals(17:04) Fed's Hawkish Shift(31:57) Microsoft's Cloud GrowthIf you enjoy the podcast, please vote for us in the 'Listeners' choice category at the British Podcast Awards 2025! All you need to do is click on the link, search for 'Market Maker' and input your details, it takes no more than 10 secs! Thank you x

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Too Much Rain??4:03 USDA Report8:15 Tariff News9:54 The Funds10:45 Flash Sale

Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street se estabiliza tras presión arancelaria: Futuros moderadamente al alza tras caídas por anuncios de tarifas del 25–40 % a 14 países y hasta 200 % a fármacos. Hoy se esperan las minutas del FOMC. Ayer: $SPX -0.07 %, $US100 plano, $INDU -0.4 %. • Super Micro apuesta por Europa y Asia: $SMCI ampliará su planta en Países Bajos y evalúa nuevas fábricas en la región para enfrentar demanda de IA. También sumará capacidad en Malasia y Taiwán. Su CEO destacó que, pese a retrasos por GPUs Blackwell de $NVDA, la demanda se mantiene fuerte. • Merck compra Verona Pharma por $10B: $MRK adquirirá $VRNA por 107 USD/ADR (+23 % de prima). Verona comercializa Ohtuvayre, inhalador aprobado por la FDA con potencial en varias enfermedades respiratorias. El cierre se espera para Q4 2025. $VRNA +20 % premarket. • Starbucks atrae fondos en China: $SBUX recibió interés de ~30 fondos para invertir en su filial china, valorada entre $5B–$10B. Mantendría 30 % de participación. Goldman Sachs asesora la operación. China representa ~8 % de sus ingresos globales. • Jeff Bezos vende más acciones de Amazon: $AMZN | Bezos vendió 3 millones de acciones por $0.666B en julio, parte de un plan para desprenderse de hasta 25 millones de títulos (hasta $4.75B) antes de mayo 2026. Sigue siendo el mayor accionista con 900M de acciones (~$200B). Una jornada con foco en adquisiciones, expansión global y nuevos episodios del reordenamiento fiscal y comercial. ¡No te lo pierdas!

A look inside CoreWeave's neocloud business model, and how the company went from an ETH miner to a $75 billion business. FILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Colin and Will break down CoreWeave's meteoric rise to a $75+ billion valuation and why Bitcoin miners like Core Scientific, Galaxy Digital, and Applied Digital are all racing to partner with AI cloud providers. We explore CoreWeave's neocloud business model, GPU economics vs bitcoin mining profitability, and what this means for the future of the mining industry.Subscribe to our newsletter! **Notes:**• CoreWeave valued at $75B+ (12x revenue multiple)• 72% of Q1 revenue came from Microsoft/OpenAI• CoreWeave manages 250,000+ GPUs globally• $15B+ in contracted revenue securedTimestamps:00:00 Start04:05 Coreweave overview07:40 Neocloud10:28 Other Neocloud providers12:49 Oracle, OpenAI & Stargate16:20 Crusoe17:58 Hyperscaler street cred21:08 Energy pipeline26:53 Revenue32:51 Capex vs revenue38:03 GPU lifespan41:58 Bull vs Bear49:00 Partner concentration

FILL OUT THE SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Colin and Will break down CoreWeave's meteoric rise to a $75+ billion valuation and why Bitcoin miners like Core Scientific, Galaxy Digital, and Applied Digital are all racing to partner with AI cloud providers. We explore CoreWeave's neocloud business model, GPU economics vs bitcoin mining profitability, and what this means for the future of the mining industry. Subscribe to our newsletter!  **Notes:** • CoreWeave valued at $75B+ (12x revenue multiple) • 72% of Q1 revenue came from Microsoft/OpenAI • CoreWeave manages 250,000+ GPUs globally • $15B+ in contracted revenue secured Timestamps: 00:00 Start 04:05 Coreweave overview 07:40 Neocloud 10:28 Other Neocloud providers 12:49 Oracle, OpenAI & Stargate 16:20 Crusoe 17:58 Hyperscaler street cred 21:08 Energy pipeline 26:53 Revenue 32:51 Capex vs revenue 38:03 GPU lifespan 41:58 Bull vs Bear 49:00 Partner concentration Article links: https://mattturck.com/coreweave/ https://research.artemis.xyz/p/coreweave-fundamental-deep-dive https://www.mostlymetrics.com/p/coreweave-ipo-s1-breakdown https://research.artemis.xyz/p/coreweave-fundamental-deep-dive https://www.mostlymetrics.com/p/coreweave-ipo-s1-breakdown

On this episode of Conduct Detrimental: THE Sports Law Podcast, Tarun Sharma (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tksharmalaw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠) and Mike Lawson (⁠⁠⁠⁠⁠⁠⁠@Mikesonoflaw⁠⁠⁠⁠⁠⁠⁠) tackle another wild fourth of July week at the intersection of sports, law, and media.The duo dives first into the Luis Ortiz betting probe, where the Guardians pitcher is under investigation for suspicious first-pitch "microbets." With Ortiz now on administrative leave, MLB may be preparing to make another harsh example in its fight to preserve integrity.Malik Beasley is facing a federal gambling investigation, a $2.25M lawsuit from his agency, and garnished wages owed to his barber and dentist. Despite earning tens of millions in NBA contracts, Beasley's financial spiral is raising red flags across the league.The Opendorse Annual Report just dropped — and NIL payments surged 824% in June alone. With schools frontloading deals ahead of the House v. NCAA framework, a $2.75B year is underway as collectives fade and caps kick in.Finishing with a what to watch for and fourth of July celebration - have fun and be safe! ***Have a topic you want to write about? ANYONE and EVERYONE can publish for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ConductDetrimental.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Let us know if you want to join the team.As always, this episode is sponsored by Themis Bar Review: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.themisbarsocial.com/conductdetrimental⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Featuring: Tarun Sharma (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tksharmalaw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠) Mike Lawson (⁠⁠⁠⁠⁠⁠⁠⁠@Mikesonoflaw⁠⁠⁠⁠⁠⁠⁠⁠) Produced by: Mike Kravchenko (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch on YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email

On this episode of Conduct Detrimental: THE Sports Law Podcast, Tarun Sharma (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tksharmalaw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠) and Mike Lawson (⁠⁠⁠⁠⁠⁠⁠@Mikesonoflaw⁠⁠⁠⁠⁠⁠⁠) tackle another wild fourth of July week at the intersection of sports, law, and media.The duo dives first into the Luis Ortiz betting probe, where the Guardians pitcher is under investigation for suspicious first-pitch "microbets." With Ortiz now on administrative leave, MLB may be preparing to make another harsh example in its fight to preserve integrity.Malik Beasley is facing a federal gambling investigation, a $2.25M lawsuit from his agency, and garnished wages owed to his barber and dentist. Despite earning tens of millions in NBA contracts, Beasley's financial spiral is raising red flags across the league.The Opendorse Annual Report just dropped — and NIL payments surged 824% in June alone. With schools frontloading deals ahead of the House v. NCAA framework, a $2.75B year is underway as collectives fade and caps kick in.Finishing with a what to watch for and fourth of July celebration - have fun and be safe! ***Have a topic you want to write about? ANYONE and EVERYONE can publish for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ConductDetrimental.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Let us know if you want to join the team.As always, this episode is sponsored by Themis Bar Review: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.themisbarsocial.com/conductdetrimental⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Featuring: Tarun Sharma (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tksharmalaw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠) Mike Lawson (⁠⁠⁠⁠⁠⁠⁠⁠@Mikesonoflaw⁠⁠⁠⁠⁠⁠⁠⁠) Produced by: Mike Kravchenko (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch on YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email

En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street sube con foco en récords y datos económicos: Futuros al alza: $SPX +0.4%, $US100 +0.4%, $INDU +0.3%. El 10Y cae a 4.28% y el 2Y a 3.77%. El S&P 500 se acerca a su máximo histórico tras sesión mixta. El mercado observa la tregua Israel–Irán y espera catalizadores como la reforma fiscal de julio. Hoy se publican: – Órdenes de bienes duraderos de mayo (+8.6% estimado) – Órdenes núcleo (+0.1% estimado) – PIB Q1 (-0.2% estimado) – Solicitudes de desempleo (244K estimado) – Balance de la Fed • Trump redefine el gasto militar en su nuevo presupuesto: El presidente propone $892.6B para defensa en 2026, subiendo sueldos y priorizando drones y misiles. Reduce compras de F-35 a 47 unidades (vs 68 de Biden, 69 propuestos por el Congreso). Incluye un submarino Virginia fabricado por $GD y $HII. Excluye financiación total del escudo “Golden Dome” y aumenta inversión en pequeños drones tras su éxito en Ucrania. • AT&T acelera su transición a fibra óptica: $T confirmó su estrategia de abandonar líneas de cobre para enfocarse en fibra. Según el CFO Pascal Desroches, esto mejorará velocidad, confiabilidad y competitividad móvil. Tras adquirir el negocio de fibra de $LUMN por $5.75B, la meta es llegar a 60M de ubicaciones en EE.UU. para 2030. • Palantir lanza NOS junto a The Nuclear Company: $PLTR anunció una alianza con The Nuclear Company para desarrollar NOS, un software de IA en tiempo real para construcción nuclear. Basado en Foundry, permitirá construir reactores más rápido y seguro, optimizando tiempos y costos. Se busca impulsar la energía nuclear como solución firme, limpia y generadora de empleos calificados. Una jornada con atención en crecimiento económico, transición tecnológica y nueva infraestructura energética. ¡No te lo pierdas!

EP195: Israel Iran War; WWDJTD? MN Assassination Suspect, MAHA Arrives, US OpenSPORTSJJ Spain wins US Open Golf https://www.usopen.com/NBA Finals 2-2 https://www.nba.com/news/2025-nba-playoffs-schedule NFL Mini Camps https://www.nfl.com/news/24-nfl-teams-open-mandatory-minicamp-on-tuesday CLICKSGameStop https://www.coindesk.com/business/2025/06/11/gamestop-raising-another-175b-for-potential-bitcoin-purchases Earnings: Operationally profitable, Bitcoin Q2, Canada Q2, Switch Q2Issues $2.75B convertible bond, acquisition?; price plunge Price pinned $21.55 for an hour on massive volume same as Ryan Cohen's stock purchase priceMAHARFK Jr Fires All CDC Advisory Members(VIDEO)New Medical Journal https://www.zerohedge.com/political/nih-director-gives-more-details-new-government-medical-journalRalph Baric State Investigation https://www.newsobserver.com/news/politics-government/article307770080.htmlPOLITICSMannion Outburst https://dailycaller.com/2025/06/12/dem-rep-profane-tirade-against-gop-colleague-house-floor/Minnesota Legislators assassinated https://www.sctimes.com/story/news/2025/06/15/11-wisconsin-lawmakers-named-in-minnesota-gunmans-manifesto/84217955007/Suspect: Failed religious leader & Trump supporter SomeBitch DD  https://x.com/somebitchiiknow/status/1933932877814637024?s=46&t=ye-2GyAK2iDh3yT1vKjfJgIran v Israel War https://news.antiwar.com/2025/06/15/sources-us-will-enter-israels-war-with-iran/ Israel asks US to join their effort Trump doesn't authorize taking out of Uranjan leaderBibi suggests Iran tried twice to kill Trump Bibi Files https://www.jolt.film/watch/the-bibi-files?d=n Pakistan? https://www.turkiyetoday.com/region/pakistan-to-provide-iran-with-nuclear-weapons-if-israel-uses-one-iranian-official-3202916##About the Sports, Clicks & Politics PodcastSCAPP is a weekly podcast with a Livestream every Monday at 12pm on eastern.  Join hosts Shawn Hannon and Ben Hussong as they separate the latest news from the noise impacting New York State. The podcast has frequent guest interviews for additional perspectives in the worlds or sports, politics and beyond!Follow the show on social mediaWebsite: scappodcast.comFacebook: facebook.com/scappodcastTwitter: @SCAPPodcastFollow Shawn & Ben on social mediaFacebook: facebook.com/hannon44 Twitter: @hannon44Facebook: facebook.com/ben.hussong.3Twitter: @benhussong 

Bitcoin price rally to $115K possible as US economic data exceeds expectationsBitcoin dips as Trump finalizes tariff deals with ChinaGameStop Raising Another $1.75B for Potential Bitcoin PurchasesUS senators question Metas stablecoin plans amid GENIUS Act debate

Mary Meeker's experience dates back to her role as a leading technology analyst at Morgan Stanley with her “Internet Trends Report”, she was in the middle of the Netscape, Amazon, and Google IPOs, and became a VC at Kleiner Perkins (2010) and then founded Bond in 2018 which has raised $5.75B to fund companies including Canva, Stripe, Plaid, Ironclad and Nextdoor to name just a few.During this episode of SaaS Talk with the Metrics, CAC and Growth discuss some of the KEY highlights of the 339-page report, Bond and Mary Meeker just released on Artificial Intelligence (AI) Trends - 2025 including:ChatGPT and Generative AI are the fastest growing technology adoption of all time - with contextExponential growth of the AI ecosystemHow Generative AI is reinventing the technology stack and economic modelsGeo-political impact of the race to AI leadershipCapital intensive nature of AI and the operating profitability realityLegacy SaaS companies or native language models applications - who will win...and whyThe Metrics Brothers go beyond legacy SaaS to discuss the AI Trends captured in the Mary Meeker - Bond report and guess what - it includes numbers and metrics!!!Full report available at: https://www.bondcap.com/report/pdf/Trends_Artificial_Intelligence.pdfSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This Is The Most UNFILTERED Gary Vee Interview You've EVER Seen.Gary Vee sat down with us and held NOTHING back — from calling out fake entrepreneurs, to why “followers don't matter,” to building a $75B brand in your face. We asked him if AI will kill the creator economy, how to balance money and passion, and whether "money really buys happiness."He breaks down the lies people tell themselves, why your Range Rover isn't impressing anyone, and how most people secretly hate their lives but post like they're winning.Get ready for wisdom, wild stories, and REAL talk.If you're building a brand, chasing your dreams, or just feeling stuck — you NEED to hear this.Order Rock n' Roll Tequila now: https://rocknrolltequila.com/This episode is brought to you by BetterHelp. Give online therapy a try at https://betterhelp.com/BUYHAPPINESS and get on your way to being your best self.Check out MINTINK for all your trading card needs:Website: https://www.mintink.ca/Instagram: https://www.instagram.com/mintink10SHOP NEW MBH MERCH:https://mbhtv.com/collections/mbh-merchandiseSUBSCRIBE TO MBH SNAPCHAT: https://www.snapchat.com/p/58f66f01-5acf-4d09-a4ca-652bad95554a/574335458732032?sender_web_id=e8418f1d-2254-4c91-a0d9-3278c358f8c0&device_type=desktop&is_copy_url=true&sender_web_id=dcbaff02-b98c-428b-a67e-9fe64ca75e30&device_type=desktop&is_copy_url=trueSUBSCRIBE HERE: https://www.youtube.com/channel/UCcQijWgy0S1vyfPm_BhYNPwLISTEN ON:APPLE: https://podcasts.apple.com/ca/podcast/money-buys-happiness/id1513827461SPOTIFY: https://open.spotify.com/show/4DzyFZDvEHVT8ArGusePGs?si=38129137034440ecHOSTS INSTAGRAM:ERNESTO: https://www.instagram.com/Ernestogaita/ANTHONY: https://www.instagram.com/AnthonysorellaPODCAST: https://www.instagram.com/moneybuyshappinessGUEST: Gary: https://www.instagram.com/Garyvee/

980: “Enterprise data platforms must evolve to express context to AI systems.” In this episode of Technovation, Peter High speaks with Louis Landry, Chief Technology Officer at Teradata, a $1.75B cloud analytics and AI data platform. Louis shares how Teradata is reshaping its core platform to meet the demands of the AI era through open, hybrid architectures, vector search integration, and mixed workload optimization. A 11-year veteran of the company, Louis reflects on Teradata's evolution from centralized analytics to a hybrid, multi-cloud powerhouse, and what it means to support some of the world's largest banks, airlines, and healthcare providers. He also offers insight into agentic AI, data-centric intelligence, and model-sharing futures.

Story of the Week (DR):Right wing faux populism:Josh Hawley blasts Allstate CEO for making $26M last year — while company can't ‘afford' to pay out claimsTrump Attacks Walmart, Tells Retailer to ‘Eat the Tariffs' Instead of Raising PricesTesla CFO earns staggering $139M compensation packageVaibhav Taneja: Approximately 80% of Mr. Taneja's equity award was granted as stock options and 20% of the award was granted as restricted stock units. Robyn Denholm member of Pay CommitteeIn 2024, Tesla experienced its first annual sales decline in nearly a decade, with a 1.1% drop in global deliveries. In April 2025, Chinese automaker BYD surpassed Tesla in European electric vehicle sales for the first time, registering 7,231 units compared to Tesla's 7,165. This shift is attributed to BYD's competitively priced and technologically advanced lineup. Tesla's sales in California, its largest American market, declined in all four quarters of 2024, with Model 3 sales plunging 36% for the year. In 2024, Tesla led all automakers in the U.S. with over 5 million vehicles recalled across 16 separate campaignsIn 2025, Tesla dropped to 95th place out of 100 in the Axios Harris Poll, down from 8th place in 2021In a hidden 10K/A from 4/30/25“Staggering” is from Fox: even more fake anti-capitalist rhetoricScared bro dictatorships: Duolingo deletes its TikTok and Instagram posts amid AI backlashCEO Luis von Ahn, posted a memo on LinkedIn last month describing plans to make the company "AI-first." He said the company would "gradually stop using contractors to do work that AI can handle" and "headcount will only be given if a team cannot automate more of their work."The backlash was harsh. Tweets, TikToks, and Reddit posts exploded in outrage. As of Tuesday, Duolingo's social accounts had been wiped — no posts, no icon. Duolingo did not respond to a request for comment.And the one statement that was released by a Duolingo spokesperson, after the account went dark, did not shade much light on the situation (pun intended): “Let's just say we're experimenting with silence. Sometimes, the best way to make noise is to disappear first.”Duolingo CEO says there may still be schools in our AI future, but mostly just for childcareBro dictatorship (76% combined voting power)Co-founder CEO Luis von Ahn (43%); co-founder CTO Severin Hacker (40%)Classified board: why?Each share of Class A common stock is entitled to one vote, and each share of Class B common stock is entitled to 20 votesThe worst kind of suck-ups: Verizon ends DEI programs, diversity goals as it seeks approval for Frontier acquisition MMVerizon dumped DEI. Then regulators cleared its $20 billion Frontier deal4/1/25: T-Mobile announces DEI changes in pursuit of LumosA day after T-Mobile said it would end some diversity, equity and inclusion practices, the FCC gave a green light to T-Mobile's deal with EQT for fiber operator Lumos.5/22/25: AT&T CEO on potential Trump DEI pressure for $5.75B deal: 'We don't have to roll back anything'AT&T CEO John Stankey isn't showing his hand yet on whether he plans to dial back diversity, equity, and inclusion (DEI) initiatives to gain approval for a big new fiber deal from the Trump administration.AT&T said late Wednesday it would acquire all of Lumen Technologies' (LUMN) fiber business for $5.75 billion, above the already pricey $5.5 billion that deal watchers estimated a few weeks ago.Goodliest of the Week (MM/DR):DR: Most US executives want to remove at least one director, PwC survey says93% said they wanted at least one director to be replaced, an all-time high for the five years this survey has been conducted78% said two or more should be replaced56% worried about directors' performance being diminished by their advanced age47% worried members served on too many boardsOnly 32% believe their boards have the right skills and expertiseMM: BYD overtakes Tesla in Europe for the first time. That's more bad news for Elon Musk. MMI'm now rooting for China… and I'm not alone: Jamie Dimon says he is a 'red-blooded American patriot capitalist,' but he sees how China's hustle is paying offAssholiest of the Week (MM):Shareholders lamenting the rise of virtual meetingsShareholders lament the rise of virtual annual meetingsThey miss the time they could meet directors face to face before voting 97% in favor?Shareholders afraid to vote against directors93% of U.S. Executives Desire Board Member Replacements, Survey Finds - News and Statistics49% of directors think one other director should get the axe too according to PwCGrant them their wish!! Just YOU choose instead of them!I'll do it for you:If I look at directors actively on 2+ boards, who have served on at least 3 boards in the last 7 years…Filter them by performance - below average earnings, TSR, AND controversies…There are 66 options to choose from!Including… Stephen Girsky, CEO of fraudulent company Nikola!Randy Weisenburger at Valero Energy and Carnival!Robert Johnson on the boards of Spirit Aero, Roper, and Spirit Airlines!Arnold Donald on four boards - Salesforce, BofA, GE Vernova, MP Materials! Four times the underperformance!Chip Bergh at HP and Pinterest!What, you don't recognize any of these names? These sound like random board members? Shame on you!Johnson has been on the boards for 18,19, and 14 years respectivelyWeisenburger for 14 and 16 yearsDonald's been at BofA for 12 yearsBergh's been at HP for 9 years!These people are tenured. They've been around. They've proven they are really good at overseeing underperformance. VOTE. THEM. OUT.I'm sure you're worried about hurting their feelings or seeming activist - you're not, and you won't! Even the boards and executives wish you would vote someone out! Try it!Harvard board members DRDHS barred Harvard from enrolling international students. Here's what's at stake and what's still uncertainYou've let Bill Ackman be your big fat useless mouthpiece - where the fuck are you all? Oh, I found you…2,173 companies in our database have at least one director who attended Harvard848 of those companies are NON US companiesJust under 4% of ALL GLOBAL DIRECTORSHIPS are held by what we KNOW are Harvard alumsIt's 9% of all US company directorships - nearly 1 in every 10 US directors at a company are from HarvardAverage network power of a Harvard director is $6.2 trillion, compared to a global average of $2.6 trillion - Harvard directors have nearly 2.5x the power of an average directorHarvard directors have on average 13% influence compared to 11% for other directorsOn average, 38% of Harvard directors have merit - while 20% of non Harvard directors doDriven largely by the fact that 62% of them have core industry knowledge and 55% are company leaders - vs. 19% of non Harvard directors with core industry knowledge and 44% of non Harvard directors being leadersWhere we have race/ethnicity data for Harvard directors (1,664 of them), 28% are non white - compared to non Harvard directors where we have race (12,412 of them) only 16% are non whiteAt least 70 of the directors who went to Harvard in our database are tagged as international nationals in our data - and that's a WOEFULLY incomplete datasetOpen your fucking mouths! Did going to Harvard any of you help you get jobs and board positions? Was it nice to network and meet people who eventually could help you get jobs? Is there a culture of Harvard? I hate Harvard, and even I think this is utter madness and stupidity - stand up! Say something you cowards! Headliniest of the WeekDR: Chicago Sun-Times prints summer reading list full of fake books: Reading list in advertorial supplement contains 66% made up books with real author names: "Tidewater Dreams" by Isabel Allende and "The Last Algorithm" by Andy Weir MM: ‘Buy the dip'? You're twice as likely to do that if you're a manNacho dip? Women Outperform Men as Investors, Statistics Show. Here Are 3 Possible Reasons.MM: Anthropic's new Claude model blackmailed an engineer having an affair in test runsMM: Pitney Bowes appoints activist investor as new CEOI love when a company literally just gives up entirelyWho Won the Week?DR: Sam Alman, Ugh: Sam Altman Tells Staff Plan to Ship 100 Million Devices That See Everything In Users' Lives after OpenAI is buying iPhone designer Jony Ive's AI devices startup for $6.4 billionMM: Bud Light - thanks to one trans beer drinker, everyone that shot their Bud Light cans avoided future illness: Beer is the latest source of hazardous PFAS, or ‘forever chemicals,' according to worried scientists. Thank you, trans beer drinkers! You saved us once again!PredictionsDR: When AT&T gives up its DEI program to the Trump altar, I buy some string and quickly make hummus so I can use two empty cans of chick peas to make my new phoneMM: Since this is going forward - Antitrust Cops Say BlackRock, Other Fund Giants May Have Hurt Coal Competition - which should read “Company owners ask companies they own to do stuff” - Blackrock will launch a new investment vehicle called “Pick Your Own Damn Stocks, We Don't Give a Damn LP” in which clients can pick the investments and are auto enrolled in a proxy voting program called “Whatever the Fuck Ever” in which voting and engagement are assigned directly to every board chair.

AT&T (T) announces plans to acquire Lumen's (LUMN) fiber business for $5.75B. Ben Watson looks at the ascending triangle formation taking shape in shares of AT&T over the last 1-year. Ben adds the RSI shows a bit of a bearish divergence as shares hover below 52-week highs.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street recupera el ritmo tras presión en los bonos: Los futuros suben: $SPX +0.1%, $US100 +0.2%, $INDU estable. El bono a 10 años baja a 4.58% tras la débil demanda de deuda del miércoles. Inversores observan con cautela el creciente déficit fiscal bajo el plan de Trump. Se esperan datos de desempleo, PMI y ventas de viviendas con tasas hipotecarias cerca del 7%. • El oro sube por refugio ante riesgo fiscal y tensión geopolítica: El oro encadena su tercera subida apoyado en la debilidad del dólar (-0.6%), la rebaja crediticia de EE.UU. por Moody's y tensión por el paquete fiscal de Trump. Temores de ataque de Israel a Irán y fuerte demanda de China (importaciones +73% en abril) fortalecen el metal como activo refugio. • AT&T compra negocio de fibra de Lumen: $T adquiere la unidad de fibra masiva de $LUMN por $5.75B, sumando 1M de clientes y avanzando hacia su meta de 60M ubicaciones para 2030. Creará “NetworkCo”, con AT&T como cliente ancla. La operación será positiva en 12–24 meses y se espera el cierre en 2026 con venta parcial a socio de capital. • Nike regresa a Amazon con alzas por aranceles: $NKE volverá a vender directamente en $AMZN por primera vez desde 2019, excluyendo a terceros desde el 19 de julio. También subirá precios el 1 de junio: calzado $100–$150 sube hasta $5, +$150 sube hasta $10, ropa y accesorios +$2 a +$10. El nuevo CEO Elliott Hill busca recuperar cuota frente a marcas emergentes. Una jornada con foco en tasas, metales y movimientos estratégicos en telecomunicaciones y retail. ¡No te lo pierdas!

Send us a textStrap in, kids—this episode is a buffet of DoD chaos, spicy geopolitical moves, and “WTF are we even doing?” headlines. Jared unleashes on everything from the sketchiest Air Force One replacement idea ever (thanks, Qatar) to Golden Dome missile pipe dreams and the absolute circus that is Cyber Command's latest identity crisis.We're also sending ICE to Marine bases, cutting 14% of Space Force civilians (brilliant), and relying on $26 million to keep Reserve pilots in the sky. Oh, and if you thought privatizing base lodging was gonna save anyone money—LOL, you're adorable.All this while the Air Force plays catch-up with drone integration, and Netflix somehow makes the Thunderbirds look cost-effective. Welcome to another day in the Pentagon's magical clown tent.

Chuck Zodda and Mike Armstrong discuss President Trump's comments about not ruling out a recession. Why are the guys not ready to proclaim a recession? Why is everyone spooked about recession? What are markets really scared about? Rocket Companies to buy real estate firm Redfin in $1.75B deal. Is the bull market in detox or melting down? Stock investors go on defense with dividends.

All-In with Chamath, Jason, Sacks & Friedberg: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- (0:00) The Besties intro Antonio Gracias! (3:11) DOGE takes on USAID (31:44) Sacks breaks in to talk USAID (34:00) Sacks explains what he's working on: Crypto/AI Frameworks (46:41) The Democratic Party's shrinking base (52:33) US Sovereign Wealth Fund + Breaking DOGE/Tax News (1:09:07) Google to spend $75B on AI buildout in 2025, future of work in the age of AI (1:23:21) Science Corner: GLP-1 macro study Follow Antonio: https://x.com/AntonioGracias Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://en.wikipedia.org/wiki/United_States_Agency_for_International_Development https://www.wsj.com/opinion/usaid-donald-trump-elon-musk-marco-rubio-state-department-foreign-aid-8d2a1920 https://www.usa.gov/agencies/u-s-agency-for-international-development https://www.usaspending.gov/agency/agency-for-international-development?fy=2024 https://www.whitehouse.gov/fact-sheets/2025/02/at-usaid-waste-and-abuse-runs-deep https://www.wsj.com/finance/banks-sell-5-5-billion-of-x-loans-after-investor-interest-surges-4b84f89c https://www.usaspending.gov https://www.foxnews.com/media/ex-politico-reporters-reveal-editors-quashed-slow-walked-negative-biden-stories-with-no-explanation https://www.usaspending.gov/recipient/fa0cefae-7cfb-881d-29c3-1bd39cc6a49e-C/2024 https://www.bbc.co.uk/mediaaction/about/funding https://www.whitehouse.gov/presidential-actions/2025/01/reevaluating-and-realigning-united-states-foreign-aid https://x.com/susancrabtree/status/1884034727046226317 https://x.com/elonmusk/status/1886627783138316442 https://www.nbcnews.com/politics/national-security/usaid-security-leaders-removed-refusing-elon-musks-doge-employees-accercna190357 https://x.com/Jason/status/1885082871074886110 https://x.com/anc_aesthetics/status/1886176995433763188 https://x.com/wikileaks/status/1887501752213409919 https://x.com/pm_viktororban/status/1887224829352280505 https://x.com/daily_romania/status/1887883017550430435 https://x.com/kanekoathegreat/status/1887261736618893636 https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology https://x.com/davidsacks47/status/1886878016183394403 https://www.banking.senate.gov/newsroom/majority/scott-hagerty-lummis-gillibrand-introduce-legislation-to-establish-a-stablecoin-regulatory-framework https://www.washingtonpost.com/opinions/2025/02/02/rahm-emanuel-democrats-voters-kitchen-table https://www.whitehouse.gov/presidential-actions/2025/02/a-plan-for-establishing-a-united-states-sovereign-wealth-fund https://www.americanprogress.org/article/scott-bessents-3-percent-deficit-target-would-require-massive-cuts-to-anti-poverty-programs-and-middle-class-tax-increases https://abcnews.go.com/US/judge-weigh-block-doge-accessing-treasury-department-records/story?id=118498817 https://en.wikipedia.org/wiki/United_States_DOGE_Service https://x.com/libsoftiktok/status/1887585824218509380 https://fedscoop.com/wp-content/uploads/sites/5/2025/02/show_temp.pdf https://www.cnbc.com/2025/02/05/alphabet-shares-fall-7percent-on-revenue-miss-heightened-ai-investments.html https://abc.xyz/assets/a3/91/6d1950c148fa84c7d699abe05284/2024q4-alphabet-earnings-release.pdf https://x.com/SawyerMerritt/status/1886899315735507255 https://www.nature.com/articles/s41591-024-03412-w

All-In with Chamath, Jason, Sacks & Friedberg Key Takeaways  DOGE is forcing the essential question: “What is the essential role of government?”The people who are complaining the loudest about DOGE are probably the ones who have committed the most fraud DOGE found USAID making some interesting payments:$1.5 million to “advance DEI in Serbia's workplaces and business communities”$2 million for sex changes and “LGBT activism” in Guatemala $70,000 for production of a “DEI musical” in Ireland The corrupt USAID payments force the question: “What is the real grassroot support for these left-wing policies all over the world?” “We know that the US government runs a $2 trillion deficit every year; we're in debt almost $40 trillion. We also knew that anytime anyone tries to cut anything in Washington, the whole city screams bloody murder. So the question is, why? Well, now we know: the money is all going to them – it is round-tripping to them.” – David Sacks USAID paid $8 million to Politico and several million dollars to the BBC; this may help to explain why certain political controversies, such as the Hunter Biden laptop story, were buried during the 2020 election cycle The Democrats have lost their way because they have forgotten “kitchen table issues” – the things that regular people care about and discuss at their kitchen tables “A sovereign wealth fund would be a stealthy way to create industrial policy in America.” – Antonio Gracias A US sovereign wealth fund can serve as a rainy-day fund for the nation and a place to store the enormous amounts of revenue that can be created from pro-energy policies Unleashing the American Productivity Machine: AI will cause job loss, but the amount of productivity that it will also enable in the US economy will be extraordinary GLP-1 drugs aren't just for weight loss and appetite control – they might protect the brain and heart but could come with risks for digestion, kidneys, and the pancreas Read the full notes @ podcastnotes.org(0:00) The Besties intro Antonio Gracias! (3:11) DOGE takes on USAID (31:44) Sacks breaks in to talk USAID (34:00) Sacks explains what he's working on: Crypto/AI Frameworks (46:41) The Democratic Party's shrinking base (52:33) US Sovereign Wealth Fund + Breaking DOGE/Tax News (1:09:07) Google to spend $75B on AI buildout in 2025, future of work in the age of AI (1:23:21) Science Corner: GLP-1 macro study Follow Antonio: https://x.com/AntonioGracias Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://en.wikipedia.org/wiki/United_States_Agency_for_International_Development https://www.wsj.com/opinion/usaid-donald-trump-elon-musk-marco-rubio-state-department-foreign-aid-8d2a1920 https://www.usa.gov/agencies/u-s-agency-for-international-development https://www.usaspending.gov/agency/agency-for-international-development?fy=2024 https://www.whitehouse.gov/fact-sheets/2025/02/at-usaid-waste-and-abuse-runs-deep https://www.wsj.com/finance/banks-sell-5-5-billion-of-x-loans-after-investor-interest-surges-4b84f89c https://www.usaspending.gov https://www.foxnews.com/media/ex-politico-reporters-reveal-editors-quashed-slow-walked-negative-biden-stories-with-no-explanation https://www.usaspending.gov/recipient/fa0cefae-7cfb-881d-29c3-1bd39cc6a49e-C/2024 https://www.bbc.co.uk/mediaaction/about/funding https://www.whitehouse.gov/presidential-actions/2025/01/reevaluating-and-realigning-united-states-foreign-aid https://x.com/susancrabtree/status/1884034727046226317 https://x.com/elonmusk/status/1886627783138316442 https://www.nbcnews.com/politics/national-security/usaid-security-leaders-removed-refusing-elon-musks-doge-employees-accercna190357 https://x.com/Jason/status/1885082871074886110 https://x.com/anc_aesthetics/status/1886176995433763188 https://x.com/wikileaks/status/1887501752213409919 https://x.com/pm_viktororban/status/1887224829352280505 https://x.com/daily_romania/status/1887883017550430435 https://x.com/kanekoathegreat/status/1887261736618893636 https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology https://x.com/davidsacks47/status/1886878016183394403 https://www.banking.senate.gov/newsroom/majority/scott-hagerty-lummis-gillibrand-introduce-legislation-to-establish-a-stablecoin-regulatory-framework https://www.washingtonpost.com/opinions/2025/02/02/rahm-emanuel-democrats-voters-kitchen-table https://www.whitehouse.gov/presidential-actions/2025/02/a-plan-for-establishing-a-united-states-sovereign-wealth-fund https://www.americanprogress.org/article/scott-bessents-3-percent-deficit-target-would-require-massive-cuts-to-anti-poverty-programs-and-middle-class-tax-increases https://abcnews.go.com/US/judge-weigh-block-doge-accessing-treasury-department-records/story?id=118498817 https://en.wikipedia.org/wiki/United_States_DOGE_Service https://x.com/libsoftiktok/status/1887585824218509380 https://fedscoop.com/wp-content/uploads/sites/5/2025/02/show_temp.pdf https://www.cnbc.com/2025/02/05/alphabet-shares-fall-7percent-on-revenue-miss-heightened-ai-investments.html https://abc.xyz/assets/a3/91/6d1950c148fa84c7d699abe05284/2024q4-alphabet-earnings-release.pdf https://x.com/SawyerMerritt/status/1886899315735507255 https://www.nature.com/articles/s41591-024-03412-w

(0:00) The Besties intro Antonio Gracias! (3:11) DOGE takes on USAID (31:44) Sacks breaks in to talk USAID (34:00) Sacks explains what he's working on: Crypto/AI Frameworks (46:41) The Democratic Party's shrinking base (52:33) US Sovereign Wealth Fund + Breaking DOGE/Tax News (1:09:07) Google to spend $75B on AI buildout in 2025, future of work in the age of AI (1:23:21) Science Corner: GLP-1 macro study Follow Antonio: https://x.com/AntonioGracias Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://en.wikipedia.org/wiki/United_States_Agency_for_International_Development https://www.wsj.com/opinion/usaid-donald-trump-elon-musk-marco-rubio-state-department-foreign-aid-8d2a1920 https://www.usa.gov/agencies/u-s-agency-for-international-development https://www.usaspending.gov/agency/agency-for-international-development?fy=2024 https://www.whitehouse.gov/fact-sheets/2025/02/at-usaid-waste-and-abuse-runs-deep https://www.wsj.com/finance/banks-sell-5-5-billion-of-x-loans-after-investor-interest-surges-4b84f89c https://www.usaspending.gov https://www.foxnews.com/media/ex-politico-reporters-reveal-editors-quashed-slow-walked-negative-biden-stories-with-no-explanation https://www.usaspending.gov/recipient/fa0cefae-7cfb-881d-29c3-1bd39cc6a49e-C/2024 https://www.bbc.co.uk/mediaaction/about/funding https://www.whitehouse.gov/presidential-actions/2025/01/reevaluating-and-realigning-united-states-foreign-aid https://x.com/susancrabtree/status/1884034727046226317 https://x.com/elonmusk/status/1886627783138316442 https://www.nbcnews.com/politics/national-security/usaid-security-leaders-removed-refusing-elon-musks-doge-employees-accercna190357 https://x.com/Jason/status/1885082871074886110 https://x.com/anc_aesthetics/status/1886176995433763188 https://x.com/wikileaks/status/1887501752213409919 https://x.com/pm_viktororban/status/1887224829352280505 https://x.com/daily_romania/status/1887883017550430435 https://x.com/kanekoathegreat/status/1887261736618893636 https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology https://x.com/davidsacks47/status/1886878016183394403 https://www.banking.senate.gov/newsroom/majority/scott-hagerty-lummis-gillibrand-introduce-legislation-to-establish-a-stablecoin-regulatory-framework https://www.washingtonpost.com/opinions/2025/02/02/rahm-emanuel-democrats-voters-kitchen-table https://www.whitehouse.gov/presidential-actions/2025/02/a-plan-for-establishing-a-united-states-sovereign-wealth-fund https://www.americanprogress.org/article/scott-bessents-3-percent-deficit-target-would-require-massive-cuts-to-anti-poverty-programs-and-middle-class-tax-increases https://abcnews.go.com/US/judge-weigh-block-doge-accessing-treasury-department-records/story?id=118498817 https://en.wikipedia.org/wiki/United_States_DOGE_Service https://x.com/libsoftiktok/status/1887585824218509380 https://fedscoop.com/wp-content/uploads/sites/5/2025/02/show_temp.pdf https://www.cnbc.com/2025/02/05/alphabet-shares-fall-7percent-on-revenue-miss-heightened-ai-investments.html https://abc.xyz/assets/a3/91/6d1950c148fa84c7d699abe05284/2024q4-alphabet-earnings-release.pdf https://x.com/SawyerMerritt/status/1886899315735507255 https://www.nature.com/articles/s41591-024-03412-w

A member of the Mag 7 is facing post-earnings pressures: Alphabet (GOOGL) tumbled on a cloud revenue miss. Shares had touched all-time highs prior to the report. The company guided for $75B in capex spending as it continues to invest in the A.I. space. Jenny Horne delivers the latest insights. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Palantir (PLTR) just shattered earnings expectations, and the stock is exploding pre-market—up 23%! Wall Street was not ready for these numbers: ● Revenue: $827M vs. $780M expected ● EPS: $0.14 vs. $0.11 expected ● Customer Growth: +43% ● Full-Year Outlook: Raised to $3.75B vs. $3.5B expected And then there's Alex Karp, dropping bombshells about AI, China, and why Palantir's success might be too good for the competition. But here's the real question—what happens next? Will this be a gap and go or a gap and crap? In this video, we break down: ● Why Palantir's run-up into earnings was the real trade. ● How expected move calculations tricked traders. ● The #1 mistake options traders made (and why selling premium can be a disaster). ● Why SoFi (SOFI) hit a wall despite strong earnings. This isn't just about one earnings report—it's about how to trade them the right way. Let me know in the comments how you're playing PLTR!

The Left is in a tizzy over President Trump and Elon Musk are taking aim at USAID, a long time money-laundering vehicle for Deep State pet issues and projects, and its abuses of taxpayer money. Dr. Jerome Corsi looks into what's happening on The Truth Central. Also:Where did $102 BILLION DOLLARS in Ukraine Aid go?  Volodymyr Zeleenskyy says he only received $75B out of $177B earmarked for his country.Archbishop VIgano issues another letter to Catholics If you like what we are doing, please support our Sponsors:Get RX Meds Now: https://www.getrxmedsnow.comMyVitalC https://www.thetruthcentral.com/myvitalc-ess60-in-organic-olive-oil/Swiss America: https://www.swissamerica.com/offer/CorsiRMP.phpGet Dr. Corsi's new book, The Assassination of President John F. Kennedy: The Final Analysis: Forensic Analysis of the JFK Autopsy X-Rays Proves Two Headshots from the Right Front and One from the Rear, here: https://www.amazon.com/Assassination-President-John-Kennedy-Headshots/dp/B0CXLN1PX1/ref=sr_1_1?crid=20W8UDU55IGJJ&dib=eyJ2IjoiMSJ9.ymVX8y9V--_ztRoswluApKEN-WlqxoqrowcQP34CE3HdXRudvQJnTLmYKMMfv0gMYwaTTk_Ne3ssid8YroEAFg.e8i1TLonh9QRzDTIJSmDqJHrmMTVKBhCL7iTARroSzQ&dib_tag=se&keywords=jerome+r.+corsi+%2B+jfk&qid=1710126183&sprefix=%2Caps%2C275&sr=8-1Join Dr. Jerome Corsi on Substack: https://jeromecorsiphd.substack.com/Visit The Truth Central website: https://www.thetruthcentral.comGet your FREE copy of Dr. Corsi's new book with Swiss America CEO Dean Heskin, How the Coming Global Crash Will Create a Historic Gold Rush by calling: 800-519-6268Follow Dr. Jerome Corsi on X: @corsijerome1Become a supporter of this podcast: https://www.spreaker.com/podcast/the-truth-central-with-dr-jerome-corsi--5810661/support.

New year, new movies! Matthew and Ryan kick things off with their latest movie picks from the holidays, and the standout moments from the Golden Globe Awards. We look back at 2024's box office results, diving into the audiences of the holiday hits - Mufasa: The Lion King, Sonic The Hedgehog 3, and Nosferatu. Plus, the duo preview an exciting lineup of movies for 2025 on this week's Behind the Screens. Topics and times: Matthew & Ryan's holiday picks - 0:32 Golden Globe Awards recap - 4:02 2024 box office wrap-up - 6:01 2025 preview - 8:44 Mufasa: The Lion King box office overview - 10:46 Sonic The Hedgehog 3 box office overview - 11:18 Nosferatu box office overview - 12:42 Wicked box office overview - 14:10 Mufasa: The Lion King audience analysis - 14:49 Sonic The Hedgehog 3 audience analysis - 20:50 Nosferatu audience analysis - 23:22 Next week - 27:03 Box Office Overview: 2024's domestic box office finished with $8.75B (-3.3% from 2023), with the global box office at $30.5B(-10% from 2023). Mufasa: The Lion King added $23.8M domestically and adding $53.5M internationally, bringing the global total to $476.4M. Sonic The Hedgehog 3 took another $21.2M domestically and $5.2M internationally, bringing its cumulative total to $336M, and the franchise to over $1B worldwide. Nosferatu crossed $100M worldwide with $69.4M domestically and $31M internationally. Moana 2 about to cross $1B worldwide with $960.5M cume, adding $38.4M this past weekend Wicked has become the highest grossing Broadway adaptation ever worldwide with a $681.3M global cume.

Episode 616: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk about what they are doing in response to the market dip, plus The Olympics biggest winners and losers of the week.  Show Notes:  (0:00) Boys React: The market dip (4:32) React or respond? (10:48) The Olympics winners and losers (19:03) Winner: Fem Kabul (21:26) Winner: Team Refugees (24:48) Loser: Simone Biles and Gymnastics in general (27:30) Loser: Pole vault guy memes (28:18) Winner: Noah Lyles (30:41) Loser: The Olympic's programming (34:00) The $75B dollar uniform rental empire (38:18) Building a line of succession for your business — Links: • Get our business idea database here https://clickhubspot.com/mfm • Cintas - https://www.cintas.com/ — Check Out Shaan's Stuff: Need to hire? You should use the same service Shaan uses to hire developers, designers, & Virtual Assistants → it's called Shepherd (tell ‘em Shaan sent you): https://bit.ly/SupportShepherd — 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 The HubSpot Podcast Network // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano

Zamir Kazi, CEO of ZMR Capital, joins host Slocomb Reed on the Best Ever Show. A college dropout who learned how to renovate properties by watching YouTube, Zamir now has 50 properties with more than 10,000 units under management. In this episode, Zamir discusses the “perfect storm” that has given rise to distress, his 200-plus unit buy box, and why he's being patient and waiting for the right time — which he says is coming — to buy in the face of the wave of upcoming distress. Zamir Kazi | Real Estate Background CEO of ZMR Capital Portfolio: $1.75B+ assets currently under mgmt. 8,000+ units. Based in:  LA and Tampa, FL Say hi to him at:  LinkedIn Best Ever Book: Shoe Dogs by Phil Knight   Sponsors: Viking Capital