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Food as Medicine: Why Medical Nutrition Therapy and Medically Tailored Meals Belong in Modern Healthcare: Registered dietitian nutritionist Leyla Muedin argues that food should be treated with the same rigor as medication through medical nutrition therapy (MNT) and “diet prescriptions,” integrating nutrition into treatment plans rather than leaving it as optional advice. She cites evidence that medically tailored meals (MTMs) can improve outcomes and reduce costs, including a Health Affairs simulation estimating $23.7B in first-year net savings nationwide and a Nature Medicine analysis of a Massachusetts Medicaid demonstration (2020–2023) showing MTM recipients had 31% fewer hospitalizations, 20% fewer emergency visits, and $3,433 lower total healthcare costs, offsetting 98% of program costs. She discusses food insecurity, expanding Medicaid coverage via Section 1115 waivers, EHR integration, and how MTMs support adherence for conditions such as diabetes, cardiovascular disease, chronic kidney disease, depression, and IBS (including low FODMAP).
On this episode of Gov Tech Today, hosts Russell Lowery and Jennifer Saha step back from day-to-day procurement details to examine what California's public data reveals about technology spending trends. Jen shares analysis comparing FY 2024–25 to 2025–26 across major contract vehicles, finding a sharp decline in IT services: about $3.8B down to $2.59B, nearly a 30% drop, with notable decreases in interagency agreements (down roughly 50%), formal competitive bids, and non-competitive bids. At the same time, IT goods spending is steadier and slightly up—from about $2.3B to $2.7B—suggesting continued purchases of software, hardware, and cloud while agencies reduce reliance on long-term vendor-managed services. They discuss policy changes enabling implementation services through the Software Licensing Program and consider political pressures, budget constraints, and potential pent-up demand ahead of the next administration. 00:00 Show Intro 00:14 Why Spend Is Down 02:28 Services Spending Drop 05:07 Interagency Declines 06:33 Competitive Bid Slowdown 09:09 SLP Services Surge 11:49 Goods Mostly Flat 13:51 What Counts As Goods 16:26 Big Picture Outlook 19:21 Wrap Up And Contact
Scott and CJ break down Stripe's $7B acquisition of OpenRouter, the SvelteKit 3 release candidate, and their first look at TanStack Charts. Plus Zed's new Delta editor, stealing reasoning traces from proprietary LLM APIs, why dark mode toggles only need two states, and all 43 quintillion Rubik's cube states in your browser. Show Notes 00:00 Welcome to Syntax! 02:20 SvelteKit 3 Release Candidate 07:43 Video editor recs Casey Faris 09:58 TanStack Charts First Look TanStack Charts TanStack Charts implementations of every official shadcn/ui chart 14:24 Ponytail AI Tool 17:22 Zed Delta Editor Introducing Delta 23:44 Stripe acquires OpenRouter for $7B+ 29:27 Stealing Reasoning Traces from Proprietary LLM APIs 35:03 First look at Cursor's GitHub killer 42:34 Dark Mode UX Discussion 46:40 Brought to you by Sentry! 48:34 Should AI respond in plain language? 52:57 Swamp Club Automation 01:02:37 Fight AI slop with this anti-slop plugin 01:03:39 Rubik's Cube Permutations 01:05:02 Hackweek Hit us up on Socials! Syntax: X Instagram Tiktok LinkedIn Threads Wes: X Instagram Tiktok LinkedIn Threads Scott: X Instagram Tiktok LinkedIn Threads Randy: X Instagram YouTube Threads
Hugging Face explored a sale at $13B+, keeping the AI M&A wave rolling. Trump scolded towns that reject data centers while Abbott said the industry dug its own grave, Fable 5 spending plateaued, and Apple cut 200+ jobs. Links Sources: Hugging Face is exploring a sale that could value it at $13B+, up from $4.5B in 2023, and has been working with a bank to evaluate bidders' interest (Business Insider) Delangue has said Hugging Face is close to profitability and barely touched its 2023 round, and it turned down a $500M Nvidia investment at a $7B valuation earlier this year (TechCrunch) President Trump says communities that oppose data centers are "making a mistake" as they create "tremendous amounts of jobs and money", amid bipartisan backlash (Axios) Texas Gov. Greg Abbott says data center companies "dug their own grave" and deserve the backlash, after ordering an audit that has stalled roughly 1,800 projects (Fortune) Ramp data: Fable 5, launched in June, has plateaued at ~11% of spending on Anthropic tools, as companies shift to cheaper models; Opus 5 surpassed Fable 5 (Financial Times) Nvidia plans to use its $6B licensing deal with Poolside to build one of the world's most powerful open-weight models, to compete with DeepSeek and Kimi K3 (The Wall Street Journal) Sources: Apple is cutting 200+ jobs, including ~100 positions from the Vision Pro unit and another 100 from the Siri team, as it focuses on new devices and AI (Bloomberg) Subscribe to the ad-free feed.
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
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Stripe buys OpenRouter for billions, which naturally raises the question: did Stripe just buy critical AI infrastructure, or a very expensive router with great distribution? The original squad is back to debate why $7B acquisitions somehow feel normal now, whether Google already has agentic commerce won by owning your inbox, calendar, and Drive, and why Anthropic vs. OpenAI might be less about who has the best model and more about who built the right company. Sam makes the case that OpenAI pulled off the “greatest fundraising story in history,” Dave argues Grokbot might officially make AI a three-player race, and everyone tries to figure out how you price any of these companies when no lead seems to last. Plus, is AI a great investment or just a great trade, does the data center backlash actually have anything to do with data centers, have we built trillions of dollars of infrastructure before finding enough use cases for it, and, naturally in pop corner, Josh Kushner bought into the Lakers.Chapters:0:00 Episode trailer1:00 Episode start4:00 This week in AI5:00 Stripe buys OpenRouter8:30 Is OpenRouter actually worth billions?11:00 The agentic commerce bet14:00 Why Google could own the AI assistant17:30 The DOJ investigates Andreessen Horowitz22:00 Anthropic vs. OpenAI26:00 Why OpenAI is struggling in enterprise28:30 Can anyone actually price AI companies?30:00 OpenAI's “greatest fundraising story in history”33:30 Is AI a great investment or just a great trade?36:00 SpaceX, Moderna and narrative capitalism37:30 Grok enters the AI race41:00 AI makes software increasingly disposable45:00 The AI data center backlash47:30 “The backlash is that AI sucks”48:30 Did we build too much AI infrastructure?53:30 Josh Kushner, Thrive and the Lakers55:30 Travis Kelce enters the NIL businessWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/Xwzl-Ihyyr0Connect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit
Veteran software engineer Dan O'Dowd argues that our power grid's outdated, insecure code puts millions at risk, detailing why regulators, industry giants, and Silicon Valley's "move fast and break things" attitude have left critical infrastructure vulnerable to collapse. Anthropic revenue reportedly jumps to more than $11.5 billion in second quarter (272) Dario Amodei on X: "1/2 Thanks Gavin for an especially thoughtful exchange. I don't usually spend much time on social media but I wanted to engage here because it really brings out the heart of an important conversation. First, on regulation, I think that "either concentrate it in the hands of a" / X If the Markets Reject OpenAI and Anthropic, the US Should Nationalize Them Inside Big Tech's Frantic Race to Quell the Growing Backlash to AI Anthropic says its AI agents are killing rivals and hiding their tracks Some Claude users are mad that Anthropic's new watermarks will catch them using it at their jobs, classes Hidden Airtag reveals Amazon is trashing rare books to train AI OpenAI Introduces 'ChatGPT for Teens' as Safety Concerns Grow Young adults are losing faith in AI's upside So How Is AI Drug Discovery Doing, Really? LG's humanoid robot arrives in 2027, running Nvidia's Isaac GR00T New Chinese model adds to AI competition What happens to what you share with AI Google just bought a bunch of Spirit Airlines data for AI training Even Claude Is in the Dark About Dario Amodei's Wife—and Her Influence at Anthropic Stripe will reportedly acquire AI gateway startup OpenRouter for $7B+ the wikipedia guessing game Okay Spielberg TikTok At Beijing's AI-themed bar, DeepSeek tokens buy you beer SXSW Launching Podcast Festival In 2027 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Dan O'Dowd Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: horizon3.ai/intelligent
Veteran software engineer Dan O'Dowd argues that our power grid's outdated, insecure code puts millions at risk, detailing why regulators, industry giants, and Silicon Valley's "move fast and break things" attitude have left critical infrastructure vulnerable to collapse. Anthropic revenue reportedly jumps to more than $11.5 billion in second quarter (272) Dario Amodei on X: "1/2 Thanks Gavin for an especially thoughtful exchange. I don't usually spend much time on social media but I wanted to engage here because it really brings out the heart of an important conversation. First, on regulation, I think that "either concentrate it in the hands of a" / X If the Markets Reject OpenAI and Anthropic, the US Should Nationalize Them Inside Big Tech's Frantic Race to Quell the Growing Backlash to AI Anthropic says its AI agents are killing rivals and hiding their tracks Some Claude users are mad that Anthropic's new watermarks will catch them using it at their jobs, classes Hidden Airtag reveals Amazon is trashing rare books to train AI OpenAI Introduces 'ChatGPT for Teens' as Safety Concerns Grow Young adults are losing faith in AI's upside So How Is AI Drug Discovery Doing, Really? LG's humanoid robot arrives in 2027, running Nvidia's Isaac GR00T New Chinese model adds to AI competition What happens to what you share with AI Google just bought a bunch of Spirit Airlines data for AI training Even Claude Is in the Dark About Dario Amodei's Wife—and Her Influence at Anthropic Stripe will reportedly acquire AI gateway startup OpenRouter for $7B+ the wikipedia guessing game Okay Spielberg TikTok At Beijing's AI-themed bar, DeepSeek tokens buy you beer SXSW Launching Podcast Festival In 2027 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Dan O'Dowd Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: horizon3.ai/intelligent
Bitcoin explodes above $72K in its biggest upside move in years, wiping out a record $2.7B in shorts as ETF inflows return and majors start to lead again. We also cover Treasury stepping in with larger long-bond buybacks, Trump pushing for CLARITY while opening the door to Hyperliquid and U.S. perps, and Elon Musk exploring USDC payouts on X. Learn more about your ad choices. Visit megaphone.fm/adchoices
Veteran software engineer Dan O'Dowd argues that our power grid's outdated, insecure code puts millions at risk, detailing why regulators, industry giants, and Silicon Valley's "move fast and break things" attitude have left critical infrastructure vulnerable to collapse. Anthropic revenue reportedly jumps to more than $11.5 billion in second quarter (272) Dario Amodei on X: "1/2 Thanks Gavin for an especially thoughtful exchange. I don't usually spend much time on social media but I wanted to engage here because it really brings out the heart of an important conversation. First, on regulation, I think that "either concentrate it in the hands of a" / X If the Markets Reject OpenAI and Anthropic, the US Should Nationalize Them Inside Big Tech's Frantic Race to Quell the Growing Backlash to AI Anthropic says its AI agents are killing rivals and hiding their tracks Some Claude users are mad that Anthropic's new watermarks will catch them using it at their jobs, classes Hidden Airtag reveals Amazon is trashing rare books to train AI OpenAI Introduces 'ChatGPT for Teens' as Safety Concerns Grow Young adults are losing faith in AI's upside So How Is AI Drug Discovery Doing, Really? LG's humanoid robot arrives in 2027, running Nvidia's Isaac GR00T New Chinese model adds to AI competition What happens to what you share with AI Google just bought a bunch of Spirit Airlines data for AI training Even Claude Is in the Dark About Dario Amodei's Wife—and Her Influence at Anthropic Stripe will reportedly acquire AI gateway startup OpenRouter for $7B+ the wikipedia guessing game Okay Spielberg TikTok At Beijing's AI-themed bar, DeepSeek tokens buy you beer SXSW Launching Podcast Festival In 2027 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Dan O'Dowd Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: horizon3.ai/intelligent
Veteran software engineer Dan O'Dowd argues that our power grid's outdated, insecure code puts millions at risk, detailing why regulators, industry giants, and Silicon Valley's "move fast and break things" attitude have left critical infrastructure vulnerable to collapse. Anthropic revenue reportedly jumps to more than $11.5 billion in second quarter (272) Dario Amodei on X: "1/2 Thanks Gavin for an especially thoughtful exchange. I don't usually spend much time on social media but I wanted to engage here because it really brings out the heart of an important conversation. First, on regulation, I think that "either concentrate it in the hands of a" / X If the Markets Reject OpenAI and Anthropic, the US Should Nationalize Them Inside Big Tech's Frantic Race to Quell the Growing Backlash to AI Anthropic says its AI agents are killing rivals and hiding their tracks Some Claude users are mad that Anthropic's new watermarks will catch them using it at their jobs, classes Hidden Airtag reveals Amazon is trashing rare books to train AI OpenAI Introduces 'ChatGPT for Teens' as Safety Concerns Grow Young adults are losing faith in AI's upside So How Is AI Drug Discovery Doing, Really? LG's humanoid robot arrives in 2027, running Nvidia's Isaac GR00T New Chinese model adds to AI competition What happens to what you share with AI Google just bought a bunch of Spirit Airlines data for AI training Even Claude Is in the Dark About Dario Amodei's Wife—and Her Influence at Anthropic Stripe will reportedly acquire AI gateway startup OpenRouter for $7B+ the wikipedia guessing game Okay Spielberg TikTok At Beijing's AI-themed bar, DeepSeek tokens buy you beer SXSW Launching Podcast Festival In 2027 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Dan O'Dowd Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: horizon3.ai/intelligent
Jen sits down with WEBTOON and Square Enix to break down a channel that reaches mobile, PC, and console at once.UA is saturated and everyone is hunting for new reach. WEBTOON has 160 million MAU, about 90% under 34, and roughly 69% of its readers play games across all three platforms. Christine Yu (WEBTOON) and Melanie Gordon (Square Enix) walk through how the Visions of Mana and Dragon Quest VII Reimagined campaigns actually came together, what the branded epilogue format is, how long these collabs take, and how the Coin Hunter offerwall is driving 10,000 verified Steam wishlist adds a week.Topics Covered:• The vertical scroll format and why Gen Z never touched a comic book• 160M MAU and how WEBTOON monetizes like a free to play game• $2.7B paid out to creators and 124,000 new episodes a day• Creators as influencers and why the comment section matters• The branded epilogue and the Visions of Mana collab results• Dragon Quest VII Reimagined and the Tabletop partnership• Timelines, approvals, and what marketers need to bring to the table• Licensing collab creative for paid media, owned social, and UA• Coin Hunter, the offerwall, and pay per verified Steam wishlist• Where WEBTOON sits in the funnel and why ROAS is the wrong first questionCHAPTERS:01:33 — What Is WEBTOON04:21 — Mel's Fan Origin Story06:26 — WEBTOON as an IP Engine09:17 — Creators as Influencers11:24 — Turning Fandom Into a Marketing Channel13:14 — Case Study: Visions of Mana x The Greatest Estate Developer15:20 — Inside the Collab Process17:33 — Western Market Performance20:00 — Case Study: Dragon Quest VII Reimagined x Tabletop24:07 — Campaign Types and Timelines27:32 — Repurposing Collab Content for UA/Social30:18 — What Makes It Feel Authentic (Not Cheesy)32:00 — Performance, ROAS, and Funnel Placement34:00 — Beyond Anime: Genre and Demographic Diversity37:08 — Audience Demographics38:00 — Lower-Funnel Product: Coin Hunter / Steam Wishlist41:00 — What's Next & Wrap-Up Wishlist 42:00 — Recap and Closing (Brandformance)
OpenAI paused training and rewrote its Preparedness Framework after Astra flirted with a critical cyber threshold. Leaked numbers showed Anthropic out-earning OpenAI nearly two to one, Anthropic prepped supervoting shares, Amazon expanded drone delivery, and Meta's addiction trial opened. Links OpenAI changed safety practices and paused RL training for two weeks after the Hugging Face breach and evidence Astra may have met a critical cyber threshold (Axios) Sources: OpenAI's Q2 sales grew 18% QoQ to $6.7B as its losses widened from $9.3B to $12.3B; Anthropic's sales grew 2x+ to $11.6B, with a small operating profit (The Wall Street Journal) Sources: Anthropic's revenue run rate reached $65B by the end of July, up from $47B in May 2026, $19B in March 2026, $9B in December 2025, and $4B in July 2025 (Bloomberg) Sources: Anthropic prepares to give its co-founders shares with extra voting power to help insulate them from outside pressure; Amodei owns ~2% of Anthropic (The Information) Amazon plans to expand Prime Air drone deliveries to cities in at least five more US states in the coming months, including Chicago and Atlanta by 2026's end (Bloomberg) In opening arguments, US state AGs say that Meta intentionally sought to addict children to Facebook and Instagram in pursuit of profit; Meta rejects the claims (Reuters) Subscribe to the ad-free feed.
Full Track: https://soundcloud.com/analytic-dreamz/clip-farm-official?si=0144d5b9ced0481aa0e704cb57af1c5f&utm_source=clipboard&utm_medium=text&utm_campaign=social_sharingLinktree: https://linktr.ee/AnalyticJoin The Normandy For Ad-Free NME, Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: https://ow.ly/msoH50WCu0KIn this segment of Notorious Mass Effect, Analytic Dreamz covers the viral clip of Drake barking during his 20v1 and analyzes the effects plus revenue from clipping culture. Networks drove billions of views elevating creators turning short-form content into primary discovery on TikTok, Reels and Shorts. Brands like Cluely used 700+ clippers for 100M views, $15M funding and $7M ARR; Stake leveraged it amid $4.7B revenue. Top clippers earn $20k-40k monthly with unknowns reaching six figures via tools and marketplaces. Analytic Dreamz ends with RJ3's unreleased track Clip (Clipping) Farm.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/exclusive-contentPrivacy & Opt-Out: https://redcircle.com/privacy
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
Stripe locked in a $7B+ deal for OpenRouter, and OpenAI leased a 10GW Ohio campus with Nvidia backstopping it. The Journal found $3T in off-balance-sheet AI commitments, an AirTag caught Amazon shredding rare books, and Anthropic detailed Claude's invisible watermarks. Links Sources: Stripe has finalized a deal to acquire AI model marketplace OpenRouter for more than $7B; founded in 2023, OpenRouter had a $1.3B valuation in May (Bloomberg) OpenAI signs a 20-year, 10GW data center deal in Ohio with SoftBank's SB Energy; Nvidia agrees to backstop a portion of the value of the completed data center (The Wall Street Journal) Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their $600B in reported capex (The Wall Street Journal) Anthropic explains how Claude's invisible text watermarks will work (The Verge) Investigation: Amazon is buying huge quantities of rare books, scanning them for AI, and destroying them; a tracked Biblio order went to its Las Vegas facility (The Decoder) Used bookstores are seeing a sales resurgence driven not by readers but by AI companies placing bulk orders in the thousands, with the books destructively scanned, then pulped (Fast Company) AI film startups are setting up studios in Hollywood, using US and Chinese AI models while touting lower production costs and a way around traditional financing (The Guardian) Subscribe to the ad-free feed.
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
Anthropic's investors talked up a $2T+ October IPO, even as data showed Fable 5 barely selling. Google cut prices on Gemini 3.7 Flash, OpenAI previewed a 14× faster tier, Trump enlisted private hackers, and Twitch fed Amazon's AI. Links Google's Gemini 3.7 Flash targets coding and agents with a 50% introductory price cut (VentureBeat) OpenAI previews Ultrafast, an API tier powered by Cerebras that runs GPT-5.6 Sol up to 14× faster and generates up to 750 output tokens per second (9to5Mac) President Trump signs a memo letting the US government partner with private companies to conduct cyberattacks abroad against criminal groups targeting Americans (Bloomberg) Sources: Anthropic's investors expect it to float at a $2T+ valuation in an October IPO and to hit $100B to $120B in annualized revenue by the end of 2026 (Financial Times) Ramp data: Fable 5 drew just 6% of Anthropic's API tokens in its first month and 75% of GPT-5.6 Sol's model revenue, suggesting corporate willingness to pay for frontier AI has hit a ceiling (The Decoder) Databricks closed a $5B funding round at a $190B valuation, six months after raising $5B at a $134B valuation, and says it has crossed $7B in revenue run rate (CNBC) Twitch says it intends to use videos streamed on its platform to help train Amazon's generative AI content models and adds a setting for creators to opt out (TechCrunch) Subscribe to the ad-free feed.
04:11 President Trump snuck onto decoy plane in catering truck amid Iran threat 11:40 Cop allegedly found to have faked multiple traffic stops 23:16 Suspect fatally shot after setting apartment on fire and trying to stab officer 31:58 Man killed by cops who assaulted ex-girlfriend 38:42 Top commander in LA county resigns amid dishonesty probe LEO Round Table (law enforcement talk show) Season 11, Episode 160 (2,727) filmed on 08/11/2026 1. https://www.rvmnews.com/2026/08/president-trump-used-catering-truck-and-air-force-one-decoy-to-evade-iranian-threat-report-watch/ 2. https://www.theguardian.com/us-news/2026/aug/11/baltimore-police-false-traffic-stop-reports 3. https://rumble.com/v7diojy-suspect-sets-the-apartment-on-fire-was-fatally-shot-when-attempt-to-stab-a-.html?e9s=src_v1_upp_a 4. https://rumble.com/v7djbmq-fort-worth-officer-fatally-shot-a-knife-wielding-suspect-who-assaulted-his-.html?e9s=src_v1_upp_a 5. https://www.newsbreak.com/share/4809666776678-top-commander-of-elite-l-a-county-sheriff-s-unit-leaves-job-amid-dishonesty-probe?s=a99&share_destination_id=MzUxNTc1ODgwLTE3ODYwNzc2MDc4NzE=&pd=0NnAwibJ&hl=en_US&send_time=1786077607&actBtn=topBar&_f=app_share&trans_data=%7B%22platform%22%3A1%2C%22cv%22%3A%2226.32.0%22%2C%22languages%22%3A%22en%22%7D&sep=sc_android_referral_code_referrer-v5%2Csc_share_26q3-v6%2Csc_d2d_recall_boost_exp4-control%2Csc_android_new_sharesheet_v2_26q2-v1&af_ios_store_cpp=00753e45-cc83-42dc-b27e-8fc6349e6075 Show Panelists and Personalities: Chip DeBlock (Host and retired police detective) Sponsors: Galls - Proud to serve America's public safety professionals https://www.galls.com/leo Use 15% OFF Code: RADIO15 Compliant Technologies - Cutting-edge non-lethal tools to empower and protect those who serve https://www.complianttechnologies.net/ The International Firearm Specialist Academy - The New Standard for Firearm Knowledge https://www.gunlearn.com/ MyMedicare.live - save money in Medicare insurance options from the experts http://www.mymedicare.live/ Related Events, Organizations and Books: Force Science Training and Conference Information: Get Ready—Early Registration for Force Science 2026 Conference September 22 - 24, 2026 Austin Metro, TX Save $100! Use Code: earlybird26 Also, Connect with Von Kliem on LinkedIn: linkedin.com/in/vonkliemconsulting Ask for the discount code for 15% off online FS courses which can be found at: https://www.forcescience.com/online-courses/ Retired DEA Agent Robert Mazur's works: Interview of Bryan Cranston about him playing Agent Robert Mazur in THE INFILTRATOR film https://vimeo.com/channels/1021727 Trailer for the new book, THE BETRAYAL https://www.robertmazur.com/wp-content/uploads/2023/05/The-Betrayal-trailer-reMix2.mp4 Everything on Robert Mazur https://www.robertmazur.com/ The Wounded Blue - Lt. Randy Sutton's charity https://thewoundedblue.org/ Rescuing 911: The Fight For America's Safety - by Lt. Randy Sutton (Pre-Order) https://rescuing911.org/ Books by panelist and retired Lt. Randy Sutton: https://www.amazon.com/Randy-Sutton/e/B001IR1MQU%3Fref=dbs_a_mng_rwt_scns_share They're Lying: The Media, The Left, and The Death of George Floyd - by Liz Collin (Lt. Bob Kroll's wife) https://thelieexposed.com/ Lt. Col. Dave Grossman - Books, Newsletter, Presentations, Shop, Sheepdogs https://grossmanontruth.com/ Sheriff David Clarke - Videos, Commentary, Podcast, Shop, Newsletter https://americassheriff.com/ Content Partners: Red Voice Media - Real News, Real Reporting https://www.redvoicemedia.com/shows/leo/ ThisIsButter - One of the BEST law enforcement video channels https://rumble.com/user/ThisIsButter The Free Press - LEO Round Table is in their Cops and Crimes section 5 days a week https://www.tampafp.com/ https://www.tampafp.com/category/cops-and-crime/ Video Show Schedule On All Outlets: http://leoroundtable.com/home/syndication/ Syndicated Radio Schedule: http://leoroundtable.com/radio/syndicated-radio-stations/
Linktree: https://linktr.ee/AnalyticJoin The Normandy For Ad-Free NME, Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: https://ow.ly/msoH50WCu0KIn this segment of Notorious Mass Effect, Analytic Dreamz covers the viral clip of Drake barking during his 20v1 and analyzes the effects plus revenue from clipping culture. Networks drove billions of views elevating creators: Clavicular saw ~1,600 clippers, 70k videos and 2B+ views while Adin Ross gained 430M views from 11k videos by 520 clippers, turning short-form content into primary discovery on TikTok, Reels and Shorts. Brands like Cluely used 700+ clippers for 100M views, $15M funding and $7M ARR; Stake leveraged it amid $4.7B revenue. Top clippers earn $20k-40k monthly with unknowns reaching six figures via tools and marketplaces. Analytic Dreamz ends with RJ3's unreleased track Clip (Clipping) Farm.Privacy & Opt-Out: https://redcircle.com/privacy
Welcome back to the Alt Goes Mainstream podcast.Today's podcast takes us to the heart of London, where we sat down with Maggie Fanari, the CEO of J Rothschild Capital Management Limited, manager of RIT Capital Partners plc. RIT blends a rich heritage with a modern approach to both asset allocation and private markets. Lord Jacob Rothschild founded Rothschild Investment Trust in 1971. RIT listed on the London Stock Exchange with total assets of £280M. Today, the firm stands tall as one of the UK's largest investment trusts with over £4.7B of total assets.The firm's permanent capital and family office heritage have enabled the firm to think long-term, according to Maggie. “Permanent capital is a privilege,” she said.Maggie has brought an institutional allocator's background to RIT. She joined as CEO of RIT from Ontario Teachers' Pension Plan in 2024, where she was Senior Managing Director, Global Group Head of High Conviction Equities at OTPP, which has a global mandate to invest in public and private companies.Maggie and I had a fascinating discussion about how the firm invests across public and private markets, balancing both top-down portfolio construction and bottom-up asset selection. We covered:How RIT has aimed to compound wealth over time.Why top-down portfolio construction and bottom-up asset allocation are equally important.How can investors capture as much growth, limit market volatility, and compound growth over a long period of time?How RIT finds unique and different managers in private markets, which includes some of the top investors in the world.What market structure changes mean for investing across public and private markets?How to invest when the world order has changed.Taking a family office mindset and applying that investment mindset for investors in RIT.Why permanent capital is a privilege.How to be early to a theme rather than chase the trend.Why RIT decided to invest in SpaceX, Anthropic, OpenAI, Databricks, and Epic Systems.Where do investors bucket RIT into their asset allocation?What is a manager's edge and how can they apply that edge with consistency?Why depth of network matters for private markets managers.Why RIT invested in firms like Thrive, Greenoaks, and Ribbit.BioMaggie Fanari is the CEO of J. Rothschild Capital Management Limited (JRCM) , investment manager for RIT Capital Partners plc. She is Chair of JRCM's Investment Committee.Maggie was previously Senior Managing Director, Global Group Head of High Conviction Equities at Ontario Teachers' Pension Plan, which has a global mandate to invest in public and private companies.At Ontario Teachers', she served as a member of many of the pension plan's investment committees. She was involved in the execution of investments across a variety of asset classes (private and public), including supporting the development and execution of the venture and growth business.Before joining Ontario Teachers', Maggie worked at KPMG and Scotia Capital. Maggie is a chartered accountant and a CFA charter holder. She also holds a BBA from the Schulich School of Business at York University and ICD.D certification from the Institute of Corporate Directors.Maggie served as a non-executive director on the Board of RIT Capital Partners plc from April 2019 to February 2024.Thanks, Maggie, for sharing your wisdom, expertise, and passion across public and private markets and your thoughtful perspectives from your experiences as an institutional investor.This podcast was recorded on 15 June 2026, and therefore all RIT data is provided as at 31/05/2026. Show Notes00:42 Meet Maggie Fanari03:44 Teachers' Pension Roots04:51 Top Down Meets Bottom Up05:50 Allocating In New Paradigm06:15 Diversification Returns07:02 Volatility Creates Opportunity07:22 What Makes RIT Unique08:08 Compounding With Downside09:41 Brand Opens Doors10:05 Backing Emerging Managers11:57 Co-Invest Importance12:36 Returns And Realizations13:22 Great Co-Investor Playbook15:02 Building AI Theme Exposure16:06 Sourcing Deals Like SpaceX16:37 Public Private Value Split20:09 Public Themes And Sovereignty20:58 Moats And Terminal Value24:06 Permanent Capital Edge25:07 Oversubscribed Fund Access26:46 Underwriting And Discipline27:17 Why AI Needs Capital27:49 Anthropic Growth Math28:15 Databricks Scale Comparison28:41 Can Funds Get Bigger30:22 FOMO And Chasing30:47 Portfolio Allocation Guardrails31:47 Permanent Capital Advantage32:13 Right Sized Private Exposure32:51 Liquidity And Realizations33:28 Owning Winners At Scale34:11 Private To Public Hold34:41 Re Underwriting Post IPO35:38 Retail Investor Impact36:20 Public Market Liquidity Needs37:57 Why Investment Trusts Work38:56 Discounts As Margin Safety40:08 How Shareholders Allocate41:03 Sentiment Shifts In Cycles42:02 What Makes Great Managers43:14 Manager Edge Examples45:02 AI And Finding Leaders46:56 Consolidation And Differentiation47:51 Being A Great LP Partner48:50 Macro Lens As Edge49:42 Private Signals Inform Public50:48 Culture One Team One NAV51:28 Risk And Scenario Analysis52:59 Multipolar World Investing54:14 Geopolitics In Diligence55:10 Permanent Capital Best Of BothA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing and post-production work for this episode was provided by The Podcast Consultant.
Connect with Early Riders — https://www.earlyriders.com/contactConnect with Onramp — https://onrampbitcoin.com/contact-us/Presented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.The CLARITY Act has slipped to a September 15 Senate vote, and Bitcoin did not move. This week Michael, Liam, and Brian make the case that stalled legislation on top of the Coldcard fallout, BIP-110 infighting, and Saylor selling, with the price still holding, is what a bottom looks like rather than a top. They run through a brutal week for Bitcoin infrastructure: BTCPay Server, Zeus, and Boltz all disclosing vulnerabilities or going dark, with Boltz warning that attackers now iterate faster than a team its size can patch. On the AI side they cover Kimi K3 escaping an isolated sandbox, Sam Altman's comments on Astra and who gets frontier access, an agent that cancelled a stranger's gym reservation to move its owner up the waitlist, and Cloudflare Wallets arriving as agent requests climb 1,700% and cross half of all network traffic. They close on the deals: Yellow Card's $40M round, Sapium's $35M Series A for the agent routing layer, Coinbase losing BVNK to Mastercard despite bidding $700M more, Airtable selling for $1.29B after an $11.7B peak, and what Block's Buzz did during the Coldcard incident.Chapters00:00 - Coldcard update: thefts slow, 2,000 BTC still gone01:00 - BTCPay Server, Zeus, and Boltz all disclose vulnerabilities02:51 - Why open source Bitcoin code became the target04:11 - Boltz: attackers now iterate faster than we can patch05:22 - Liam: Bitcoin itself is not the vulnerability06:40 - Good actors handicapped when US frontier models refuse10:04 - Sam Altman on Astra and keeping powerful models from the few11:12 - Only 2% of US households pay for AI13:34 - Kimi K3 escapes its isolated sandbox14:34 - Why non-deterministic models cannot be reliably contained19:35 - An agent cancels a stranger's gym reservation20:58 - Cloudflare Wallets and the programmable agentic internet23:45 - Agent traffic passes human traffic26:42 - ARK on Cloudflare's earnings: agent requests up 1,700%31:07 - Privy's CRM breach and the limits of mobile wallets32:13 - The CLARITY Act slips to September 1533:45 - Why stalled legislation plus a flat price looks like a bottom35:56 - Yellow Card raises $40M for African stablecoin rails37:40 - Sapium raises $35M for the AI agent routing layer40:14 - Coinbase bid $2.5B for BVNK and lost to Mastercard at $1.8B42:17 - Airtable sells for $1.29B after an $11.7B peak45:32 - The Architecture Problem and where custody goes next47:48 - Why every firm ends up at multi-institution custody49:22 - Buzz, Goose, and how Block moved in hours on Coldcard54:45 - GPU hours as crude oil: an open source AI analogy55:34 - Sergey Brin returns to Gemini, Meta ships Muse CodeIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly: https://www.earlyriders.com/researchKeep up with Michael:https://x.com/MTangumaKeep up with Liam:https://x.com/Lnelson_21Keep up with Brian:https://x.com/BackslashBTC
Phil Goldfeder runs the American Fintech Council, the trade group representing nearly 170 fintech and banking companies. Before that he advised Chuck Schumer and Michael Bloomberg, served in elected office, and helped steer Cross River through the Paycheck Protection Program, where a bank with six or seven billion dollars in assets made as many loans as Chase and Bank of America.In this episode, Reggie Young talks with Phil about how policy actually gets made and changed. They cover the lessons he took from Bloomberg and Schumer, what it was like inside Cross River during PPP, how a trade group turns 170 members with different interests into workable positions, why relationships with regulators get built in rooms rather than in filings, and the window he sees for durable policy work over the months ahead.Fintech Layer Cake is powered by Lithic, financial infrastructure that helps teams build better card and payments products for consumers and businesses.Chapters: 00:00 – Cold open: know what you know 00:12 – Meet Phil Goldfeder: Schumer, Bloomberg, Cross River, AFC 01:16 – What Bloomberg taught him about getting things done 03:16 – What Schumer taught him about time and showing up 04:33 – Inside Cross River when PPP hit 05:46 – "We have a responsibility to serve": the CEO's call 08:30 – Out-loaning the giants: a $7B bank matching Chase 09:39 – How a fintech actually advocates for policy change 11:52 – AFC as the nucleus: connecting companies, states, and regulators 14:13 – Who counts as a policymaker 15:21 – The high schoolers who changed his vote 19:01 – Managing 170 members who don't agree 19:48 – Flipping the compromise: everyone walks away a winner 21:04 – The compliance officer and the FDIC in the same room 23:13 – Banks want integrity, fintechs want speed, both can win 25:03 – Why friendly administrations don't guarantee progress 26:41 – The six-to-eight-month window to build things that last 29:36 – Consent orders as a step toward stronger companies 30:40 – Where to find AFCNothing in this podcast should be construed as legal or financial advice.Subscribe for new episodes every other Wednesday. If you enjoy the show, leave a review on Apple Podcasts or Spotify to help more people in fintech find it.
03:52 Florida court says county was justified in punishing paramedic who used medical weed 16:39 Ex-border officer sentenced to nine years for waving cartel trucks through the border 24:15 Deputies shoot suspect as he was reaching for gun during pursuit 33:37 Suspect shot multiple times after attempting to rob an undercover cop LEO Round Table (law enforcement talk show) Season 11, Episode 158 (2,726) filmed on 08/10/2026 1. https://www.newsbreak.com/share/4812511292545-hillsborough-was-ok-to-punish-paramedic-for-using-medical-weed-florida-court-says?s=a99&share_destination_id=MzUxNTc1ODgwLTE3ODYwNzc3MTMxMzY=&pd=0NnAwibJ&hl=en_US&send_time=1786077713&actBtn=topBar&_f=app_share&trans_data=%7B%22platform%22%3A1%2C%22cv%22%3A%2226.32.0%22%2C%22languages%22%3A%22en%22%7D&sep=sc_android_new_sharesheet_v2_26q2-v1%2Csc_d2d_recall_boost_exp4-control%2Csc_share_26q3-v6%2Csc_android_referral_code_referrer-v5&af_ios_store_cpp=00753e45-cc83-42dc-b27e-8fc6349e6075 2. https://www.tampafp.com/former-border-officer-gets-9-years-for-waving-cartel-drug-trucks-through-us-inspection-lanes/ 3. https://rumble.com/v7dxx10-sacramento-county-sheriffs-deputies-shot-the-suspect-when-he-reached-for-th.html?e9s=src_v1_upp_a 4. https://rumble.com/v7duaf0-video-911-calls-from-police-shooting-after-attempted-robbery-of-undercover-.html?e9s=src_v1_upp_a Show Panelists and Personalities: Chip DeBlock (Host and retired police detective) Chuck Springer (retired lieutenant) Sponsors: Galls - Proud to serve America's public safety professionals https://www.galls.com/leo Use 15% OFF Code: RADIO15 Compliant Technologies - Cutting-edge non-lethal tools to empower and protect those who serve https://www.complianttechnologies.net/ The International Firearm Specialist Academy - The New Standard for Firearm Knowledge https://www.gunlearn.com/ MyMedicare.live - save money in Medicare insurance options from the experts http://www.mymedicare.live/ Related Events, Organizations and Books: Force Science Training and Conference Information: Get Ready—Early Registration for Force Science 2026 Conference September 22 - 24, 2026 Austin Metro, TX Save $100! Use Code: earlybird26 Also, Connect with Von Kliem on LinkedIn: linkedin.com/in/vonkliemconsulting Ask for the discount code for 15% off online FS courses which can be found at: https://www.forcescience.com/online-courses/ Retired DEA Agent Robert Mazur's works: Interview of Bryan Cranston about him playing Agent Robert Mazur in THE INFILTRATOR film https://vimeo.com/channels/1021727 Trailer for the new book, THE BETRAYAL https://www.robertmazur.com/wp-content/uploads/2023/05/The-Betrayal-trailer-reMix2.mp4 Everything on Robert Mazur https://www.robertmazur.com/ The Wounded Blue - Lt. Randy Sutton's charity https://thewoundedblue.org/ Rescuing 911: The Fight For America's Safety - by Lt. Randy Sutton (Pre-Order) https://rescuing911.org/ Books by panelist and retired Lt. Randy Sutton: https://www.amazon.com/Randy-Sutton/e/B001IR1MQU%3Fref=dbs_a_mng_rwt_scns_share They're Lying: The Media, The Left, and The Death of George Floyd - by Liz Collin (Lt. Bob Kroll's wife) https://thelieexposed.com/ Lt. Col. Dave Grossman - Books, Newsletter, Presentations, Shop, Sheepdogs https://grossmanontruth.com/ Sheriff David Clarke - Videos, Commentary, Podcast, Shop, Newsletter https://americassheriff.com/ Content Partners: Red Voice Media - Real News, Real Reporting https://www.redvoicemedia.com/shows/leo/ ThisIsButter - One of the BEST law enforcement video channels https://rumble.com/user/ThisIsButter The Free Press - LEO Round Table is in their Cops and Crimes section 5 days a week https://www.tampafp.com/ https://www.tampafp.com/category/cops-and-crime/ Video Show Schedule On All Outlets: http://leoroundtable.com/home/syndication/ Syndicated Radio Schedule: http://leoroundtable.com/radio/syndicated-radio-stations/
Read more from VPM News: New VPM HQ adds momentum to revival efforts on Richmond's Broad Street Study estimates $1.7B cost to expand subsidized childcare, raise teacher pay The Auricular's new website is a treasure trove of Richmond music content Other links: Memo: Most urgent violations at Imperial Village fixed, but 'long path ahead' to full compliance (WTVR) Kaine pitches reforms for drug pricing program supporting underserved patients, safety net providers (Virginia Mercury) As student loan repayments restart, Virginia sees increase in borrower defaults (WHRO) Chesterfield's own Li'l Sebastian? Miniature horse is currently at large (The Richmonder) *This outlet uses a paywall. Our award-winning work is made possible with your donations. Visit vpm.org/donate to support local journalism.
On a new episode of THE HOT MIC, John Rocha and Jeff Sneider talk the big entertainment news of the week including reports that Kit Connor is being eyed yo play Cyclops/Scott Summers in the X-Men movie, the Paramount WB merger trial is set and will cost Paramount $1.7B, Spider-Man Brand New Day set to break even more records as it expands to IMAX, Sneider's X-men casting updates, Primetime and Your Mother (x3) trailers, James Cameron leaving Avatar?, Ice Cream Man AI controversy and review, James Bond to be announced by end of year according to producer Amy Pascal, Wonder Man cancellation with show runner's response, Alien Romulus 2 drama, Glen Hansard and Vincent Pastore tributes, Barbie sequel pay issues, reviews for Ted Lasso S4 and The Shards and more!HOT MIC MERCH LINK: https://www.bestnametape.com/The-Hot-Mic-Shop-s/4592.htm#marvel #xmen #spiderman #Paramount #WB #jamescameron #avatar #TheHotMic #JeffSneider #JohnRocha __________________________________________________Chapters:0:00 Intro and Rundown1:45 Gareth Edwards Leaves Jurassic World Sequel Over "Creative Differences"7:15 'MADDEN' Movie Only Gets a One Week Theatrical Run Then to Streaming9:06 Apple TV Stops 'The Bonfire of the Vanities' Production from Matt Reeves11:52 Tom Cruise's 'Digger' Is Rumored to Be 2hr and 40 min Long...Why?13:38 Kit Connor Eyed for X-Men's Cyclops, More X-Men Casting News Info25:27 Sneider's Scoop on Cliff Booth Sequel Issues with Netflix32:08 Is Netflix Moving INTO the Theatrical Business?36:03 'Primetime' Trailer Might Lead to Robert Pattinson Best Actor Nom40:41 Two Possibilities for Professor X in the X-Men Movie42:25 Lionsgate Announces 'MICHAEL' Sequel to Begin Production in 202644:24 Paramount/WB Trial Date Set, Thoughts on Ellison's Op Ed50:44 Is James Cameron Leaving Avatar or Not?52:44 This Week's Trailers and Reviews56:33 'Ice Cream Man' Review and AI Controversy59:37 Ted Lasso S4 Non Spoiler Review1:03:26 Other Sneider and Rocha Reviews1:07:18 'One Night Only's Bad Reviews, Amy Pascal Talks James Bond Casting1:09:32 Streamlabs and Superchat QuestionsFollow John Rocha: @therochasays Follow Jeff Sneider: @TheInSneider Become a supporter of this podcast: https://www.spreaker.com/podcast/the-hot-mic-with-jeff-sneider-and-john-rocha--5632767/support.
This episode we are joined by Mr. Pat Daniel - former CEO of Enbridge - a TSX listed infrastructure company with a market cap of ~$170 billion. Pat Daniel served as President & CEO of Enbridge Inc. from 2001 to 2012, leading the company through a transformative decade in which its market value grew roughly fourfold - from approximately $7 billion to $30 billion - while delivering an average annual shareholder return near 16%. His career began at Occidental Petrochemicals before he returned to Alberta to join Hudson's Bay Oil and Gas, followed by Home Oil and Interprovincial Pipeline - the company that would become Enbridge - where he rose through planning, systems, and business development roles over nearly three decades before being named CEO. Pat led Enbridge through the Line 6B pipeline incident near Kalamazoo, Michigan in 2010, personally relocating to Michigan for months to oversee the response, and championed the Northern Gateway pipeline project in pursuit of Canadian crude access to Asian markets. Since retiring from Enbridge in 2012, Pat has served as Chairman of Cenovus Energy and held board positions with CIBC and Capital Power. He is an avid hiker and fly fisherman, and divides his time between family, travel, and the outdoors. A chemical engineer by training, Pat holds a Bachelor of Science in Chemical Engineering from the University of Alberta and a Master of Applied Science in Chemical Engineering from the University of British Columbia. Among other things we learned about $7B to $30B: 11 Years Building Enbridge. Enjoy.Newsletter: Subscribe HereThank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital Markets-*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.Support the show
OpenAI took Apple's trade-secrets lawsuit to the court of public opinion, receipts and all. Bending Spoons bought Airtable, Anthropic inked a $10B Norway compute deal, the US eyed polysilicon tariffs, and Microsoft told engineers tokenmaxxing was over. Links OpenAI drags Apple's lawsuit into the court of public opinion (The Verge) Bending Spoons agrees to acquire Airtable in an all-cash deal valuing the US software company at $1.285B, set to close by 2026's end, its first post-IPO deal (Reuters) Bending Spoons buys Airtable at an implied equity value of ~$2.25B, five years after a $735M round valued the no-code company at $11.7B; Airtable's ARR is now ~$480M (Silicon Republic) Sources: Anthropic agreed to a $10B deal for computing capacity in Norway from Nvidia-backed AI cloud startup Volta Infra, which says the deal is for six years (Bloomberg) Sources: the US is preparing to set a price floor and impose tariffs on polysilicon, a material critical to chips, later this month, in a bid to counter China (Reuters) Sources: Beijing is growing concerned about the cyber capabilities of Mythos and other US-developed frontier AI models and their potential as offensive weapons (Bloomberg) White House to host AI companies Tuesday to review new model-testing framework (CNBC) Internal email: Microsoft introduces token budget limits for employees' AI use, saying "tokenmaxxing is not what we are optimizing for" (404 Media) Subscribe to the ad-free feed.
Send us Fan MailMr. Dempsey brings more than two decades of domestic and global experience in the ophthalmic space, driving successful drug development, business transactions, and commercialization. Mr. Robert's CEO and Board Director experience spans extensive transaction and portfolio expertise across venture capital, investment banking, and strategies to successfully secure funding and advance M&A opportunities for multiple companies. His professional network in the eye care community is broad and well-established, complemented by his philanthropic leadership as Co-Founder and Board Member of the Holland Foundation for Sight Restoration. Robert also serves as an independent director on multiple ophthalmicBoards.Mr. Dempsey currently serves as Chief Executive Officer of OKYO Pharma, a public, clinical-stage biopharmaceutical company developing investigational therapies for neuropathic corneal pain (NCP) and inflammatory eye diseases. The company's lead candidate, urcosimod, has received FDA Fast Track designation for treating NCP. Previously, Mr. Dempsey served as Interim Chief Executive Officer of Ashvattha Therapeutics, where he led development of Migaldendranib (MGB), a novel targeted nanomedicine platform designed to normalize VEGF expression for the treatment of diabetic macular edema (DME) and neovascular age-related macular degeneration (nAMD). Earlier in his career, Mr. Dempsey served as President and Chief Executive Officer of AsclepiX Therapeutics, where he oversaw the rapid clinical development of a new chemical entity targeting ocular diseases and cancer through naturally occurring, self-regulating homeostatic pathways. Prior to that, he served as Chief Executive Officer of TearClear, where he accelerated the company's business and commercial strategy, leading to multiple value-inflection points, including a successful Series B financing and positive FDA engagements.Mr. Dempsey formerly served as the Group Vice President and Head of Global Ophthalmology at Shire, which was acquired by Takeda, and was responsible for closing one of only 3 ophthalmology transactions with >$1B upfront in the last 2 decades for Xiidra that transacted again 4 years later for $1.7B to Bausch & Lomb.At Shire, he swiftly established a highly regarded reputation for Shire as a new company in the ophthalmology and optometry markets. Leading the commercialization strategy that resulted in an industry-leading launch, while overseeing the acquisition of four companies that contributed to the franchise pipeline of innovative candidates aimed at improving vision-related quality, was anaccomplishment about which he is most proud.In his spare time, he enjoys spending time with family on the lake and watching Boston sports.Here's another episode about neuropathic pain on The OI Show: https://theoishow.buzzsprout.com/1601521/episodes/15618641-167-the-oi-show-neuropathic-pain-with-kaleb-abbott
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
AGENDA: 05:00 Jensen's Open-Weights Letter Puts Anthropic on an Island 10:00 OpenAI's Model Targets Hugging Face in a Cyber-Security Scare 18:00 America's Open-Model Push Accelerates as China Looms Large 30:00 Etched Raises $300M to Take on Nvidia 34:00 Google Cloud Grows 82%—So Why Did the Market Panic? 41:00 Travis Kalanick Raises $1.7B for Atoms and Physical AI 51:00 Francisco Partners Raises $21B: Can Private Equity Still Save SaaS? 1:00:00 Mark Pincus Says Quit When It's Too Hard—Jason Lemkin Erupts 1:07:00 Stripe vs Revolut: Which $100B+ Fintech Would You Own?
Cory was out for a family wedding, so Brady and Philip hosted from his handle. Also new: a weekly recap song in a different genre each week, covering everything from the previous weeks of the show. Daniel Batten on Cambridge's new number. Its updated assessment puts Bitcoin mining at 59.4% clean energy, against a global grid mix near 40%. Hydro is the largest single source. Full report expected later this year. Sweden's grid used Bitcoin mining 11,000 times last year to absorb excess wind. Batten's point: operators call it flexible load, flexible compute, or data centers. Anything but Bitcoin mining. Six Brazilian energy companies are doing the same with stranded generation. The best idea in the episode, and it's Batten's. A grid operator is incentivized to admit a problem, because saying so unlocks resources and doesn't destabilize the grid. A central banker never can, because the admission is itself the instability. Batten expects the West to adopt Bitcoin as an energy solution before a monetary one. In the global South the monetary problems are existential already: banking access, storing wealth safely, remittances that otherwise cost up to 20%. The Ethiopian dam. You cannot build half a dam, so it's sized for demand 20 years out. No transmission lines, no industry, no customer for the surplus. Miners paid roughly three cents per kilowatt hour and delivered over $100M in unexpected revenue. Callum Wheeler of Renew Blocks on Britain's curtailment bill. £1.5B last year paying wind farms to switch off and firing gas nearer London instead, forecast to reach £7B by 2030. A new "demand for constraints" market is meant to fix it. A near-blackout on June 23 reached the shadow energy secretary via control-room whistleblowers. Cause: unexpected air conditioning demand in Britain's fourth heat wave. Wheeler's pilot is mining co-located inside a Scottish Highlands hydro powerhouse, built for £2M and never switched on. Susie Violet Ward spent 13 months chasing a BBC correction on a headline claiming every Bitcoin payment uses a swimming pool of water. No correction, and the undisclosed source was a central banker. Brandolini's law: refuting costs ten times what inventing does. Closing round on first resources. Inventing Bitcoin by Yan Pritzker, including his family's story of carrying value out of Russia. Also the Bullish Case, Broken Money, swan.com/welcome with Natalie Brunell, and Mary Kay Fain's approach: ask someone to recall a time they couldn't use their own money.
Brands used to pay influencers thousands for a single post. Now they're paying regular, everyday people $500+ per video — filmed on a phone, from home, with zero following required. Here's why.✅ Join my free live masterclass:https://ugcmasteryacademy.com/webinarsignup?funnel=Youtube&utm_source=youtube&utm_medium=organic&utm_campaign=sydney&utm_content=s09-why-brands-pay-everyday-people-500&utm_term=long-form
Dan Nathan and Guy Adami break down a wild week across markets — memory stocks in freefall, Google's brutal two-day selloff, and why China's AI models are closing the gap without top-tier Nvidia chips. Micron cratered from its all-time high of $1,255 to $800 in a matter of weeks, and the DRAM ETF whipsawed right along with it. Guy and Dan dig into whether this is a routine flush or something bigger. Google sold off 10% after Gemini news broke the hyperscaler rotation narrative, and they debate whether the moat still holds given decelerating margins and ballooning capex. On the China front: DeepSeek raised $7B at a $52B valuation, Alibaba announced $50B in capex, and Moonshot's new model is narrowing the gap with US labs — all without access to Nvidia's most advanced chips. Dan and Guy also revisit the Nvidia-vs-component-suppliers margin debate, unpack Apple's surprising rally into earnings, and call the technical line in the sand on Netflix after its cash flow miss cut the stock in half. Plus: a quick check on crude, refiners hitting new highs, and what's next for energy names like Exxon and ConocoPhillips. Show Notes Google Gemini Launch Delayed as Tech Falls Short of Internal Goals (Bloomberg) Chinese Models vs. Frontier Models (The Daily Spark) China's Moonshot Unveils AI Model That Narrows Gap With US Firms (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
PurpleChest, Hargrim, Breakmonker and Hexbaron discuss which 2026 Blood Bowl races are cool.Pier Bowl: https://www.facebook.com/events/1250238177084264/?acontext=%7B%22event_action_history%22%3A[%7B%22surface%22%3A%22home%22%7D%2C%7B%22mechanism%22%3A%22search_results%22%2C%22surface%22%3A%22search%22%7D]%2C%22ref_notif_type%22%3Anull%7Dhttps://member.thenaf.net/index.php?module=NAF&type=tournaments&func=view&id=11505
Trevor McGregor lost his parents' home on one bad bet. Then he helped a client scale to $2.7B.Trevor McGregor spent over five years coaching for Tony Robbins, has invested in real estate for two decades, and has helped more than 45,000 people work through their business and their portfolios. Before any of that, he lost his family's home on a failed business bet and had to rebuild from nothing. In this episode, Trevor breaks down the mindset framework he now teaches investors, why most people jump straight to strategy and stay stuck, and how one client went from four single family homes to $2.7 billion in assets under management. If you feel capped on income, deals, or momentum, this episode is the mindset work underneath the strategy.Key topics:The 4S framework: state, story, standards, and strategyHow one client scaled from four homes to $2.7B in AUMWhy high performers have a "tax problem" real estate solvesThe three positions every investor sits in: maintenance, growth, or scaleFinding your zone of genius and building the right team around itGuest bio:Trevor McGregor is a high performance master platinum coach who spent over five years coaching for Tony Robbins. He's invested in real estate for two decades and has helped more than 45,000 people navigate their business, real estate, and franchise decisions. His book, Rich Beyond Belief, releases in August.Links:Trevor McGregor: trevormcgregor.com
Last week Christian called Vista's rumored bid for Criteo "cheap" and left it at a throwaway line: three to four times.. what? A few people texted him afterward and said he could have done better; he agreed.So this week, solo from an undisclosed location while Ayelet celebrates her 30th in LA, Christian goes deep. A full side-by-side of Criteo and LiveRamp, a walkthrough of why the multiple gap between them makes almost no sense on the financials, and a concrete bull case: pay $58 a share, a 200%+ premium, then run an M&A play to build the agentic commerce OS for brands and retail.The thesis isn't buy it cheap. It's buy it decisively.What we cover: Who actually leaked the Vista story (and why Criteo's repeated phantom-deal leaks are a comms problem), the Criteo vs. LiveRamp side-by-side on revenue growth, revenue mix, EBITDA, and free cash flow, why LiveRamp's 107% net retention is at real risk once Publicis owns it, why Criteo's transactional model might be the safer bet in an agentic era where subscription pricing is under fire, the AI option value nobody's pricing in, and three specific M&A targets that would fix Criteo's biggest gap: no Amazon, no Walmart.Plus two deals worth flagging: Podean's fifth acquisition (Social Commerce Club) and Brunner buying AdSkate.⏱️ TIMESTAMPS0:26 — Solo episode, life changes, and happy 30th to Ayelet 0:50 — Why we're revisiting Criteo/Vista: "you really could have done better" 1:30 — The backstory: Bloomberg, Reuters, and a 50% premium at ~$3.7B implied 2:00 — Who leaked it? Why back channels point at Criteo, not Vista 2:30 — Criteo's leak engine: Microsoft, Walmart, Skai — deals that never materialized 3:00 — The headline thesis: pay 2.5x revenue ex-TAC, then run an M&A play 4:00 — Side-by-side setup: Criteo vs. LiveRamp 4:30 — Revenue growth: LiveRamp at 9%, Criteo at 1% (and why that's misleading) 5:15 — Growth quality: the Roundel and Uber Eats churn, and 16% underlying retail media growth 5:45 — Why LiveRamp's 107% net retention is at risk under Publicis ownership 6:30 — Revenue type: true SaaS vs. transactional media economics 7:00 — Why subscription models are under fire in the agentic era 7:45 — EBITDA: Criteo at $407M vs. LiveRamp at $185M, at a quarter of the multiple 8:30 — Free cash flow: both are cash compounders with clean balance sheets 9:15 — Strategic buyers pay up, financial buyers don't — but Vista usually pays 10-20x 9:45 — The AI option value nobody's pricing: OpenAI's ChatGPT ads pilot, 2x AI-referred conversions 10:30 — The real asset: 4,100 brands, 225 retail media networks, $1B in quarterly activated spend 11:15 — The bull case: $58/share, $2.9B equity value, a 203% premium 12:00 — Why no board can responsibly ignore an offer like this 12:30 — M&A target #1: Skai — solves Amazon and Walmart, and they already know each other 13:30 — M&A target #2: Pacvue (Advent) — Amazon, Walmart, Instacart muscle (and the Helium 10 problem) 14:15 — Why The Trade Desk's April integrations create urgency 14:45 — M&A target #3: digital shelf analytics — and the Profitero/Publicis precedent 16:00 — The Christian math, summarized 17:00 — Deal hit: Podean acquires Social Commerce Club (deal #5) 17:45 — Deal hit: Brunner acquires AdScape — creative intelligence as an AI play 18:30 — Why more deals are moving to our Substack, and what's coming next
During Episode 36 of Biotalk, Geoff Meyerson, CEO of Locust Walk, unpacks our 2026 Q2 Report: Global Trends in Biopharma Transactions, covering capital markets, strategic deals, and regional trends. Market Overview: 2026 Q2 confirmed that 2025's momentum was durable: strategic activity stayed exceptionally strong, public markets kept reopening, and Europe's venture market rebounded sharply. China cemented its lead in global licensing while the U.S. dominated M&A and public markets. Strategic Transactions: Licensing held near record levels at ~$72B across 43 deals, with average deal size reaching a record ~$1.7B as pharma concentrated capital on fewer, earlier-stage assets. China drove ~60% of first-half value, anchored by the $15B+ Bristol Myers Squibb–Hengrui collaboration, even as upfronts fell to just ~5% of deal value. M&A hit a record ~$80B across 34 transactions, up 222% year-over-year, with U.S. sellers accounting for ~93% of value and oncology leading at ~40%. Capital Markets: U.S. markets kept reopening: seven IPOs raised ~$3.1B (a five-year high), venture reached ~$4.5B, and layoffs fell to a three-year low. Europe's venture market rebounded more than fivefold to ~$3.3B, led by Isomorphic Labs' $2.1B Series B. Outlook: Dealmaking is strong and markets are opening, but structures will keep favoring milestone-heavy economics. China's licensing dominance and U.S. leadership in M&A and financings will shape strategy through the rest of 2026.
49% of Americans under 30 live with their folks… But now it's a financial flex #StayAtHomeSonDriscoll's invented the year-round fresh berry… But this $7B berry brand doesn't grow berries.The US gave Ukraine instructions to DIY Patriot Missiles… It's the Ikea-fication of Defense.Plus, the hot new bachelorette party trend is… The 1-night local blowout.$LMT $FDP $SPYGrab your Tickets to the IPO Tour: Our In-Person OfferingSan Francisco 9/23: https://www.ticketmaster.com/event/1C0064AFB5F688BDBoston 10/14: https://tickets.citywinery.com/event/tboy-the-ipo-tour-in-person-offering-8cdhupSeattle 11/4 (21+): https://www.axs.com/events/1446394/the-best-one-yet-ticketsNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.
Eight years ago, a broken heart and a bar called Sugars turned into the GZ Chop Shop. This week, Greg, Ty, and Uly celebrate 8 years on air by diving into PlayStation's plan to kill physical games in 2028, the billion-dollar UK lawsuit that could reshape the PlayStation Store, dynamic pricing, Xbox's leadership shakeup, and a real console-wars history lesson — plus the origin story of the show itself.KEY TAKEAWAYSSony is ending physical disc production in January 2028 — every future PlayStation game will be digital-only, which strips away the one built-in price comparison consumers had against the PlayStation Store.Sony faces a UK monopoly lawsuit (reported near $2.7B) alleging the PlayStation Store's 30% commission and lack of retail competition make digital prices "excessive and unfair" — on top of an already-settled $7.85M U.S. case over lost voucher competition.Dynamic pricing is coming to PlayStation Store — the same game could cost you more or less depending on your purchase history and genre preferences, with no outside storefront to compare against once physical is gone."Owning" a digital license isn't the same as owning a game — Yakuza Zero and the Kingdom Hearts All-in-One collection have both been delisted from PS Store, and physical PS Vita purchases have a hard shutoff date looming.Xbox's leadership is in flux, and the crew digs into what that means for whoever ends up being blamed if Game Pass's economics don't hold up long-term.A real console-wars history lesson: why the Xbox 360 outsold the PS3 lifetime (and why that one-year head start matters more than people remember), and how Nintendo profits off pure brand loyalty (Labo, we're looking at you).Square Enix is moving upcoming titles to "game key cards" on Switch — a cartridge that's really just a license key, not the actual game data.8 years, 241+ episodes, zero hiatuses — the crew looks back at how a bad breakup and a bar conversation turned into a full media brand.CHAPTERS00:00 — Intro: 8 years of the Chop Shop + anniversary housekeeping01:00 — G FUEL Giveaway details (prize pack + $50 Steam Gift Card)02:00 — PlayStation's censorship baggage, revisited03:41 — Sony's billion-dollar UK monopoly lawsuit04:41 — Dynamic pricing, explained plainly06:22 — GTA 6's price tag and the industry domino effect07:03 — Digital "ownership" is a rental — the GamesRadar take that broke us11:26 — The Crew (Yakuza Zero) delisting precedent13:14 — Kingdom Hearts All-in-One quietly disappears from PS Store20:12 — How to actually protect your physical/digital library before the cutoffs hit22:57 — Xbox's "we told you so" moment29:00 — Is Microsoft trying to sell off Xbox?31:00 — Xbox 360 vs. PS3 vs. Wii — the real lifetime sales numbers41:41 — Nintendo's untouchable formula (yes, we all bought the Labo)44:52 — Days Gone, Sunset Overdrive, and games we'll never get sequels for45:26 — Square Enix's game key card move — bad news for physical Switch collectors53:54 — [Redacted for decency — you'll know it when you hear it]54:22 — 8 years of GZ Chop Shop: the actual origin story1:08:00 — The wildest guest requests we've ever landed1:14:16 — Where we want the show to go next1:19:15 — Outro + how to enter the anniversary giveaway⚡ G FUEL affiliate link
Will Bitcoin dip below $50K? On today's Markets Outlook, 10x Research Founder and CEO Markus Thielen tells CoinDesk's Jennifer Sanasie why he sees Bitcoin dropping even more before recovery, with $7B in ETF outflows since mid-May and MicroStrategy stepping back as the last real buyer. Plus, why he stays bearish on Ethereum, why he's calling Hyperliquid overvalued, and why nothing turns around until the Fed goes dovish. - Timecodes: 00:00 Bitcoin Could Dip to $46K Before Year-End Rally 01:20 Bitcoin Falls Below $60K: What's Driving the Selloff? 02:37 $4.5B in ETF Outflows, Saylor's Bitcoin Sale, and Missing Catalysts 03:14 Why the Genius Act and CLARITY Weren't Real Catalysts 05:00 When Does the Fed Turn Dovish? The Macro Case for a Rally 05:19 Kevin Warsh Nomination Was the Turning Point for Bitcoin 07:27 Why Bitcoin Could Break Below $50K to $46–47K 09:41 The 2022 Parallel: Grayscale's SEC Win as the Sentiment Shift 11:06 Brand New Rails: Securitize Lists on NYSE 12:40 Where Does Bitcoin End the Year? 13:51 Why Markus Is Still Bearish on Ethereum 15:20 Stablecoin Activity Isn't Accruing to ETH Holders 16:40 The Bull Case for ETH Has Broken Down 17:28 Hyperliquid Overvalued at $72? 18:33 Why HYPE Is Unlikely to Reach $100 19:46 What to Do Now: Covered Calls, Shorts, and Watching for the Low - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co. - Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings. Perfect 8 year track record of keeping clients assets safe. Don't sell your bitcoin. Get a bitcoin-backed loan. Check out your rate by using their loan calculator at ledn.io - JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockchain-based assets. Follow @jpegtrading on X to stay ahead of the latest developments in digital asset markets: https://x.com/jpegtrading - This episode was hosted by Jennifer Sanasie.
Will Bitcoin dip below $50K? On today's Markets Outlook, 10x Research Founder and CEO Markus Thielen tells CoinDesk's Jennifer Sanasie why he sees Bitcoin dropping even more before recovery, with $7B in ETF outflows since mid-May and MicroStrategy stepping back as the last real buyer. Plus, why he stays bearish on Ethereum, why he's calling Hyperliquid overvalued, and why nothing turns around until the Fed goes dovish. - Timecodes: 00:00 Bitcoin Could Dip to $46K Before Year-End Rally 01:20 Bitcoin Falls Below $60K: What's Driving the Selloff? 02:37 $4.5B in ETF Outflows, Saylor's Bitcoin Sale, and Missing Catalysts 03:14 Why the Genius Act and CLARITY Weren't Real Catalysts 05:00 When Does the Fed Turn Dovish? The Macro Case for a Rally 05:19 Kevin Warsh Nomination Was the Turning Point for Bitcoin 07:27 Why Bitcoin Could Break Below $50K to $46–47K 09:41 The 2022 Parallel: Grayscale's SEC Win as the Sentiment Shift 11:06 Brand New Rails: Securitize Lists on NYSE 12:40 Where Does Bitcoin End the Year? 13:51 Why Markus Is Still Bearish on Ethereum 15:20 Stablecoin Activity Isn't Accruing to ETH Holders 16:40 The Bull Case for ETH Has Broken Down 17:28 Hyperliquid Overvalued at $72? 18:33 Why HYPE Is Unlikely to Reach $100 19:46 What to Do Now: Covered Calls, Shorts, and Watching for the Low - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co. - Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings. Perfect 8 year track record of keeping clients assets safe. Don't sell your bitcoin. Get a bitcoin-backed loan. Check out your rate by using their loan calculator at ledn.io - JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockchain-based assets. Follow @jpegtrading on X to stay ahead of the latest developments in digital asset markets: https://x.com/jpegtrading - This episode was hosted by Jennifer Sanasie.
Vinny Lingham warned 18 months ago that Michael Saylor would harm Bitcoin more than FTX. Now he maps how the Strategy empire breaks and the one move that could slow the bleed. ======================================================== Thank you to our sponsor! Fidelity: Fidelity has been building in crypto and DeFi since 2014 — now they're hiring. Explore career opportunities at one of the most forward-thinking names in finance here: crypto.fidelitycareers.com. Cape: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at cape.co/unchained (use code: UNCHAINED). ======================================================== Strategy's stock has fallen over 80% from its November 2024 high, its STRC preferred trades well below par, and a fresh $335 million raise has done nothing to restore confidence. Vinny Lingham, co-founder of Praxos Capital, tweeted in October 2024 that Michael Saylor would do more damage to Bitcoin than FTX. On Unchained, he argues the collapse was always predictable, and that this is not a Ponzi but what he calls a 'Saylor scheme.' Lingham maps how the empire breaks once MSTR trades at a discount to mNAV, why the 32-Bitcoin sale and the $1.5 billion buyback of 2029 converts blew Saylor's runway, and why $6.7 billion in convertible notes raises default risk by 2028. He also weighs a Soros-style attack theory and the switch to bimonthly dividends. His fix is the one thing Saylor won't do: stop buying, stop diluting, wait it out. The question is who removes the biggest buyer of Bitcoin, him or the market. Host: Laura Shin, Host / Unchained Guests: Vinny Lingham - Co-founder of Praxos Capital Timestamps
Anders Jones is the CEO and co-founder of Facet, a fintech company built to bring high-quality, flat-fee financial advice to an underserved market: the mass affluent. Facet has raised over $250M and manages more than $7B. Anders has seen the real finances of tens of thousands of households.In this episode of Summation, Anders and Auren discuss:why the percentage-of-assets fee is the greatest heist in financethe retention data showing people stick 3x longer when you help them act, not just advisethe horizontal wealth transfer to spouses that nobody is planning forwhy most companies should never raise venture capitalYou can find Auren Hoffman on X at @auren and Anders Jones on LinkedIn
SpaceX is acquiring Cursor for $60B days after its blockbuster IPO, as its stock soared 20% on day one. Anthropic's standoff with the Trump administration churned on without resolution, OpenAI's 2025 spending hit $34B, and OpenRouter's Fusion claims to beat frontier models. SEC filing: SpaceX agrees to acquire Anysphere in a merger valuing the Cursor-developer at $60B, expected to close in Q3 2026 (Reuters) SpaceX has agreed to acquire AI coding startup Cursor in a $60B stock deal, less than two months after announcing a tie-up, to help its AI division catch up to the major labs (TechCrunch) SpaceX's stock closed up 19.6% on June 15, its first full day of trading; Musk said it "might be able to reach" ~$1T in revenue in 2030, up from $18.7B in 2025 (CNBC) Anthropic says its senior leaders met Trump admin officials on June 15, but no resolution was reached and both sides are working to resolve things quickly (The Information) A senior White House official says easing Friday's action on Anthropic will likely take more than a few days, but leaves the door open to a quick resolution (Politico) Ben Thompson argues Anthropic has near-perfect alignment between talent, mission, and business — a "safety superpower" he says he both respects and fears (Stratechery) Sources: audited financial figures show OpenAI spending hit $34B in 2025, including $19B on research and development and nearly $6B on sales and marketing (FT) OpenRouter debuts Fusion, a tool that prompts multiple AI models in parallel, claiming it can "reach and surpass Fable-level performance on deep research tasks" (OpenRouter) How OpenRouter Fusion works and how it beats frontier models — a "panel of models" approach that scored 69% on Perplexity's DRACO deep research benchmark (Digit) ResumeWriting.com On Product Hunt Learn more about your ad choices. Visit megaphone.fm/adchoices
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
Wednesday, May 20th, 2026 Today, The Senate finally advances a War Powers Resolution after eight tries; Todd Blanche refuses to block slush fund payouts for convicted sex offenders and rioters that assaulted police on January 6th; the DOJ adds a stipulation to the slush fund that ends the IRS audits into Trump's taxes; Donald has endorsed Ken Paxton for Senate and Republicans are livid; Trump is pressuring John Thune to fire the parliamentarian over his $1B Ballroom budget provision; the top lawyer at the US Treasury has resigned after DOJ established the $1.7B slush fund; and Allison and Dana deliver your Good News. Thank You, Coyuchi Get 15% off your first order when you visit Coyuchi.com/dailybeans Thank You, HomeServe Go to HomeServe.com to find the plan that's right for you. Not available everywhere. Most plans range between $4.99 to $11.99 a month your first year. Terms apply on covered repairs. California Rising - It was a powerful night to launch the fight to win back the House! The show is over but you can still help us reach our fundraising goal! bluewavecalifornia.org/concert Guest: Oliver Larkin Democratic Socialist running for U.S. House FL-25https://www.oliverforcongress.com/ The Latest Breakdown:Retired Judge Blasts Trump's $1.7B Slush Fund for Allies | The Breakdown StoriesThe IRS Thought it Could Fight Trump's Lawsuit, but it Struck a Deal Anyway | NYT Trump Is Pressuring John Thune to Fire the Parliamentarian Over Ballroom Funding - NOTUS | News of the United States Trump shows off White House ballroom construction as funding stalls in Congress | Washington Post Republican Senators Are Livid at Trump's Endorsement of Paxton | The New York Times Senate advances bill aimed at ending Iran war as Cassidy, after primary loss, flips to support | AP News Good Trouble ⭑ 5 Calls → Stop Trump's $1.8B Political Slush Fund →Dump Data Centers MAY 23, UTAH STATE CAPITOL · Indivisible →Recall Gov. Jeff Landry - Louisianadeservesbetter.com →STOP the deportation proceedings against Mohsen Mahdawi - Action Network →SusanRogan - how-to-help-win-the-midterms →detentionwatchnetwork.org →FieldTeam6.org →Standwithminnesota.com →Tell Congress Ice out Now | Indivisible, Defund ICE | 5Calls →Congress: Divest From ICE and CBP | ACLU →ICE List →iceout.org Good NewsSome Colorado Democrats seek to censure Governor Polis over Tina Peters clemency See Dana Sept 23 in Chicago →Share your Good News & Good Trouble - The Daily Beans →Beans Talk audio -beans-talk.simplecast.com →Email Dana LGBTQ Owned eating establishments in your area - hello@mswmedia.com Subject: “Dana's Project” Subscribe to the MSW YouTube Channel - MSW Media - YouTube Harry Dunn is running for CongressHarry Dunn for Maryland Our Donation Links The Daily Beans is donating $10,000 and invites you to give what you can to support their life-affirming work - Donate to It Gets Better / The Daily Beans Fundraiser The Daily beans is donating $10,000 and invites you to give what you can to support their life-affirming work - Donate to It Gets Better / The Daily Beans Fundraiser Pathways to Citizenship link to MATCH Allison's Donationhttps://crm.bloomerang.co/HostedDonation?ApiKey=pub_86ff5236-dd26-11ec-b5ee-066e3d38bc77&WidgetId=6388736 Join Dana and The Daily Beans in support of Human Rights Campaign http://onecau.se/_ekes71 More Donation LinksNational Security Counselors - Donate, ActBlue.com/donate/msw-bwc, WhistleblowerAid.org/beans Dr. Allison Gill - The Breakdown | Allison Gill, Mueller, She Wrote @muellershewrote.com - Bluesky, MSW & The Daily Beans Podcast @muellershewrote - Instagram, MSW Media - YouTube →Federal workers - email AG at fedoath@pm.me and let me know what you're going to do, or just vent. I'm always here to listen. Dana Goldberg - Dana is on Patreon! At Dana's Dugout, @dgcomedy - Bluesky, @dgcomedy - IG, Dana Goldberg - Facebook, DanaGoldberg.com More from MSW Media - Shows - MSW Media, Cleanup On Aisle 45 pod, The Breakdown | Allison Gill Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.