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Summary del Show: • Wall Street sube mientras el shutdown entra en su segundo día y Challenger reporta despidos en baja. • UnitedHealth, CVS y Humana recortan cobertura en Medicare Advantage para 2026. • Amazon $AMZN lanza Amazon Grocery para competir con Costco $COST y Walmart $WMT. • Berkshire Hathaway $BRK.A compra OxyChem de Occidental $OXY por $9.7B.
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 Mainstream Media and Soybeans2:52 India Ethanol Possibilities4:52 China Soy Imports8:16 The Funds Hate Soybeans9:12 Grain Stocks Report10:37 Fast Brazil Soy Planting
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Jonathan Ross is the Founder & CEO of Groq, the AI chip company redefining inference at scale. Under his leadership, Groq has raised over $3B from top investors. The company has reached a valuation of nearly $7B, positioning itself as one of NVIDIA's most formidable challengers. Previously at Google, Jonathan led the team that built the first Tensor Processing Unit (TPU), making him one of the leading architects of modern AI hardware. AGENDA: 00:00 The Future of AI and Compute 05:07 Why the Hyperscalers Have to Keep Spending Recklessly on AI 12:49 Why OpenAI and Anthropic Will Have to Build Their Own Chips 19:47 OpenAI and Anthropic Will be $5BN Companies: The Bull Case 29:50 Why China is Behind the US in AI and Deepseek is More Expensive to Run 33:55 How Europe Could Compete in AI and Why the US is More Risk Averse Than Europe 42:51 Why AI Will Lead to Too Many Not Too Few Jobs 43:19 Deflationary Pressures and New Job Markets 45:51 The Future of Vibe Coding 47:14 Why AI Companies Should Strive to Have Low Margins 49:31 Why We Have to Have Nuclear Energy and How to Bring it Back 56:55 How Permits are Ruining the Potential of AI 01:03:58 Why OpenAI and Anthropic are so Undervalued 01:16:53 Quickfire: Biggest Fear, Nvidia: $10TRN, Zuck Buying AI: Work or Not
This week, Ivy Slater, host of Her Success Story, chats with her guest, Victoria Lozano. The two talk about Victoria's unique journey from academia to entrepreneurship, the challenges and rewards of running two businesses at once, and the importance of building intentional systems and relationships for sustainable growth. In this episode, we discuss: How running Blue7 Content shaped Victoria's approach to building her law firm The challenges Victoria overcame in pursuing her law career and business The major transitions that affected Victoria's career changes Why it's important to celebrate progress Victoria's advice for leaders running a business Victoria Lozano, accomplished marketing and general management executive experienced in building value for iconic and challenger brand portfolios with retail sales exceeding $1.7B. Strategic and creative leader with proven results in commercial strategy, capability, and infrastructure development for both established businesses and entrepreneurial ventures. Recognized for revitalizing brands through innovation, repositioning, and effective portfolio management. Insightful, optimistic, and tireless in pursuit of new possibilities. Skilled team builder who galvanizes the organization behind a vision and clear goals, shaping the environment through transparency and collaboration. Core Competencies: - Bring to life iconic and challenger brands - Combine insights, instincts, and experience to guide strategy and vision - Lead complex matrix organizations, build teams - Manage P&Ls for start-ups and $1B+ portfolios - Develop capabilities and infrastructure
Doug spent 3 years building technology before landing real customers. While other startups were growing fast, Ethic was stuck at $5M AUM after two years. Until he found a way to help his customers help them WIN new clients they couldn't land before.That single shift took them to $250M AUM in one year. He reveals why he left investment banking in Australia, sold everything, and moved to the Bay Area within three weeks with no idea what company to start. He pitched over 100 investors to raise early rounds, survived years of building with no traction, and discovered the enterprise sales playbook that unlocked distribution in wealth management. Today Ethic manages $7B and has raised. "If I knew how difficult it would be, maybe I wouldn't have done it." This is the reality of building a decade-long overnight success.Why You Should Listen:Why helping customers win new business is the killer ROIHow to survive a 3-year build phase when everyone else is growing fastWhy you should pitch 100+ investors even if only 5 will say yesHow to figure out distribution and go-to-marketWhy the best value-add investors never pitch their value-addKeywords:startup podcast, startup podcast for founders, Ethic, Douglas Scott, wealth management, ESG investing, fintech, B2B2C, Series A, distribution strategy00:00:00 Intro00:01:47 What Ethic does00:08:15 Leaving Australia for Bay Area with no plan00:17:06 The breakthrough for 5x YoY growth 00:29:42 Three years building with no traction00:38:36 Distribution partnerships unlock growth00:42:44 Finding product-market fitSend me a message to let me know what you think!
Jan Hendrik Goldbeck CEO of GOLDBECK grew his family construction business from €750M to €7B by treating buildings like LEGO.In this episode of Bricks & Bytes, we sit down with Hendrik Goldbeck, CEO of Goldbeck Group, who reveals how 60 years of stubborn innovation and perfect timing transformed a small German metalworking shop into Europe's construction powerhouse.FULL DOCUMENTARY COMING FRIDAY 26TH SEPTEMBER, SUBSCRIBE TO @BBBeyond TO STAY UPDATED: https://www.youtube.com/watch?v=SQPQc0blM3kKey topics discussed:- The 1969 origin story: Why his father rejected "we've always done it this way" thinking- German reunification luck: How overnight demand boom accelerated their product approach- The "war of all against all": Why traditional construction's sequential trade-by-trade model fails- From steel elements to turnkey buildings: 60 years of step-by-step evolution- Decentralization strategy: Getting close to architects and engineers in early design stages- Why construction tech "Tesla" startups keep failing (spoiler: it's still physical construction)- The asset-heavy advantage: Why Katerra failed and patient money wins- Cultural integration challenges: Germans want execution, French want endless discussion- AI's future impact: Prompt-driven design cutting pre-construction from months to weeks- "Nature positive buildings" moonshot: Carbon neutral concrete without green premiums- US expansion plans and the importance of local JV partnerships- Leadership philosophy: Open hierarchies vs flat hierarchies"You cannot come from outside and say 'I'm going to be the Tesla of construction.' It's still construction with all the physical restraints. Each project is still individual even with a product approach." - HendrikFrom surviving the 2008 financial crisis by going anti-cyclical to planning voice-activated building configurators, discover how this stubborn German family business is industrializing construction one LEGO brick at a time.Check out our interview with Goldbeck's tech team here: https://youtu.be/vDNUsgVmZHgEnjoy this? Want further exclusive insights in AEC tech? Sign up to our newsletter: https://bricks-bytes.beehiiv.com/----------------Chapters0:00 - Introduction & Company Growth Story1:04 - Goldbeck Origins & Industrialization Vision6:02 - German Reunification & Market Transformation9:20 - Strategic Growth & International Expansion14:37 - The Goldbeck System & Product Approach19:05 - Industry Resistance & Competitive Landscape22:09 - Growth Philosophy & Strategic Priorities27:35 - Future of Construction & Technology34:06 - Sustainability & Nature Positive Buildings38:02 - Leadership & Company Culture42:01 - Customer Value & Business Model44:13 - Startup Ecosystem & Innovation45:43 - Global Expansion Strategy
Cohere secures $100M in funding at a $7B valuation while forging a strategic partnership with AMD. This episode unpacks how this collaboration strengthens AI infrastructure and heats up competition in the LLM market.Get the top 40+ AI Models for $20 at AI Box: https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle
This is a free preview of a paid episode. To hear more, visit sub.thursdai.newsHola AI aficionados, it's yet another ThursdAI, and yet another week FULL of AI news, spanning Open Source LLMs, Multimodal video and audio creation and more! Shiptember as they call it does seem to deliver, and it was hard even for me to follow up on all the news, not to mention we had like 3-4 breaking news during the show today! This week was yet another Qwen-mas, with Alibaba absolutely dominating across open source, but also NVIDIA promising to invest up to $100 Billion into OpenAI. So let's dive right in! As a reminder, all the show notes are posted at the end of the article for your convenience. ThursdAI - Because weeks are getting denser, but we're still here, weekly, sending you the top AI content! Don't miss outTable of Contents* Open Source AI* Qwen3-VL Announcement (Qwen3-VL-235B-A22B-Thinking):* Qwen3-Omni-30B-A3B: end-to-end SOTA omni-modal AI unifying text, image, audio, and video* DeepSeek V3.1 Terminus: a surgical bugfix that matters for agents* Evals & Benchmarks: agents, deception, and code at scale* Big Companies, Bigger Bets!* OpenAI: ChatGPT Pulse: Proactive AI news cards for your day* XAI Grok 4 fast - 2M context, 40% fewer thinking tokens, shockingly cheap* Alibaba Qwen-Max and plans for scaling* This Week's Buzz: W&B Fully Connected is coming to London and Tokyo & Another hackathon in SF* Vision & Video: Wan 2.2 Animate, Kling 2.5, and Wan 4.5 preview* Moondream-3 Preview - Interview with co-founders Via & Jay* Wan open sourced Wan 2.2 Animate (aka “Wan Animate”): motion transfer and lip sync* Kling 2.5 Turbo: cinematic motion, cheaper and with audio* Wan 4.5 preview: native multimodality, 1080p 10s, and lip-synced speech* Voice & Audio* ThursdAI - Sep 25, 2025 - TL;DR & Show notesOpen Source AIThis was a Qwen-and-friends week. I joked on stream that I should just count how many times “Alibaba” appears in our show notes. It's a lot.Qwen3-VL Announcement (Qwen3-VL-235B-A22B-Thinking): (X, HF, Blog, Demo)Qwen 3 launched earlier as a text-only family; the vision-enabled variant just arrived, and it's not timid. The “thinking” version is effectively a reasoner with eyes, built on a 235B-parameter backbone with around 22B active (their mixture-of-experts trick). What jumped out is the breadth of evaluation coverage: MMU, video understanding (Video-MME, LVBench), 2D/3D grounding, doc VQA, chart/table reasoning—pages of it. They're showing wins against models like Gemini 2.5 Pro and GPT‑5 on some of those reports, and doc VQA is flirting with “nearly solved” territory in their numbers.Two caveats. First, whenever scores get that high on imperfect benchmarks, you should expect healthy skepticism; known label issues can inflate numbers. Second, the model is big. Incredible for server-side grounding and long-form reasoning with vision (they're talking about scaling context to 1M tokens for two-hour video and long PDFs), but not something you throw on a phone.Still, if your workload smells like “reasoning + grounding + long context,” Qwen 3 VL looks like one of the strongest open-weight choices right now.Qwen3-Omni-30B-A3B: end-to-end SOTA omni-modal AI unifying text, image, audio, and video (HF, GitHub, Qwen Chat, Demo, API)Omni is their end-to-end multimodal chat model that unites text, image, and audio—and crucially, it streams audio responses in real time while thinking separately in the background. Architecturally, it's a 30B MoE with around 3B active parameters at inference, which is the secret to why it feels snappy on consumer GPUs.In practice, that means you can talk to Omni, have it see what you see, and get sub-250 ms replies in nine speaker languages while it quietly plans. It claims to understand 119 languages. When I pushed it in multilingual conversational settings it still code-switched unexpectedly (Chinese suddenly appeared mid-flow), and it occasionally suffered the classic “stuck in thought” behavior we've been seeing in agentic voice modes across labs. But the responsiveness is real, and the footprint is exciting for local speech streaming scenarios. I wouldn't replace a top-tier text reasoner with this for hard problems, yet being able to keep speech native is a real UX upgrade.Qwen Image Edit, Qwen TTS Flash, and Qwen‑GuardQwen's image stack got a handy upgrade with multi-image reference editing for more consistent edits across shots—useful for brand assets and style-tight workflows. TTS Flash (API-only for now) is their fast speech synth line, and Q‑Guard is a new safety/moderation model from the same team. It's notable because Qwen hasn't really played in the moderation-model space before; historically Meta's Llama Guard led that conversation.DeepSeek V3.1 Terminus: a surgical bugfix that matters for agents (X, HF)DeepSeek whale resurfaced to push a small 0.1 update to V3.1 that reads like a “quality and stability” release—but those matter if you're building on top. It fixes a code-switching bug (the “sudden Chinese” syndrome you'll also see in some Qwen variants), improves tool-use and browser execution, and—importantly—makes agentic flows less likely to overthink and stall. On the numbers, Humanities Last Exam jumped from 15 to 21.7, while LiveCodeBench dipped slightly. That's the story here: they traded a few raw points on coding for more stable, less dithery behavior in end-to-end tasks. If you've invested in their tool harness, this may be a net win.Liquid Nanos: small models that extract like they're big (X, HF)Liquid Foundation Models released “Liquid Nanos,” a set of open models from roughly 350M to 2.6B parameters, including “extract” variants that pull structure (JSON/XML/YAML) from messy documents. The pitch is cost-efficiency with surprisingly competitive performance on information extraction tasks versus models 10× their size. If you're doing at-scale doc ingestion on CPUs or small GPUs, these look worth a try.Tiny IBM OCR model that blew up the charts (HF)We also saw a tiny IBM model (about 250M parameters) for image-to-text document parsing trending on Hugging Face. Run in 8-bit, it squeezes into roughly 250 MB, which means Raspberry Pi and “toaster” deployments suddenly get decent OCR/transcription against scanned docs. It's the kind of tiny-but-useful release that tends to quietly power entire products.Meta's 32B Code World Model (CWM) released for agentic code reasoning (X, HF)Nisten got really excited about this one, and once he explained it, I understood why. Meta released a 32B code world model that doesn't just generate code - it understands code the way a compiler does. It's thinking about state, types, and the actual execution context of your entire codebase.This isn't just another coding model - it's a fundamentally different approach that could change how all future coding models are built. Instead of treating code as fancy text completion, it's actually modeling the program from the ground up. If this works out, expect everyone to copy this approach.Quick note, this one was released with a research license only! Evals & Benchmarks: agents, deception, and code at scaleA big theme this week was “move beyond single-turn Q&A and test how these things behave in the wild.” with a bunch of new evals released. I wanted to cover them all in a separate segment. OpenAI's GDP Eval: “economically valuable tasks” as a bar (X, Blog)OpenAI introduced GDP Eval to measure model performance against real-world, economically valuable work. The design is closer to how I think about “AGI as useful work”: 44 occupations across nine sectors, with tasks judged against what an industry professional would produce.Two details stood out. First, OpenAI's own models didn't top the chart in their published screenshot—Anthropic's Claude Opus 4.1 led with roughly a 47.6% win rate against human professionals, while GPT‑5-high clocked in around 38%. Releasing a benchmark where you're not on top earns respect. Second, the tasks are legit. One example was a manufacturing engineer flow where the output required an overall design with an exploded view of components—the kind of deliverable a human would actually make.What I like here isn't the precise percent; it's the direction. If we anchor progress to tasks an economy cares about, we move past “trivia with citations” and toward “did this thing actually help do the work?”GAIA 2 (Meta Super Intelligence Labs + Hugging Face): agents that execute (X, HF)MSL and HF refreshed GAIA, the agent benchmark, with a thousand new human-authored scenarios that test execution, search, ambiguity handling, temporal reasoning, and adaptability—plus a smartphone-like execution environment. GPT‑5-high led across execution and search; Kimi's K2 was tops among open-weight entries. I like that GAIA 2 bakes in time and budget constraints and forces agents to chain steps, not just spew plans. We need more of these.Scale AI's “SWE-Bench Pro” for coding in the large (HF)Scale dropped a stronger coding benchmark focused on multi-file edits, 100+ line changes, and large dependency graphs. On the public set, GPT‑5 (not Codex) and Claude Opus 4.1 took the top two slots; on a commercial set, Opus edged ahead. The broader takeaway: the action has clearly moved to test-time compute, persistent memory, and program-synthesis outer loops to get through larger codebases with fewer invalid edits. This aligns with what we're seeing across ARC‑AGI and SWE‑bench Verified.The “Among Us” deception test (X)One more that's fun but not frivolous: a group benchmarked models on the social deception game Among Us. OpenAI's latest systems reportedly did the best job both lying convincingly and detecting others' lies. This line of work matters because social inference and adversarial reasoning show up in real agent deployments—security, procurement, negotiations, even internal assistant safety.Big Companies, Bigger Bets!Nvidia's $100B pledge to OpenAI for 10GW of computeLet's say that number again: one hundred billion dollars. Nvidia announced plans to invest up to $100B into OpenAI's infrastructure build-out, targeting roughly 10 gigawatts of compute and power. Jensen called it the biggest infrastructure project in history. Pair that with OpenAI's Stargate-related announcements—five new datacenters with Oracle and SoftBank and a flagship site in Abilene, Texas—and you get to wild territory fast.Internal notes circulating say OpenAI started the year around 230MW and could exit 2025 north of 2GW operational, while aiming at 20GW in the near term and a staggering 250GW by 2033. Even if those numbers shift, the directional picture is clear: the GPU supply and power curves are going vertical.Two reactions. First, yes, the “infinite money loop” memes wrote themselves—OpenAI spends on Nvidia GPUs, Nvidia invests in OpenAI, the market adds another $100B to Nvidia's cap for good measure. But second, the underlying demand is real. If we need 1–8 GPUs per “full-time agent” and there are 3+ billion working adults, we are orders of magnitude away from compute saturation. The power story is the real constraint—and that's now being tackled in parallel.OpenAI: ChatGPT Pulse: Proactive AI news cards for your day (X, OpenAI Blog)In a #BreakingNews segment, we got an update from OpenAI, that currently works only for Pro users but will come to everyone soon. Proactive AI, that learns from your chats, email and calendar and will show you a new “feed” of interesting things every morning based on your likes and feedback! Pulse marks OpenAI's first step toward an AI assistant that brings the right info before you ask, tuning itself with every thumbs-up, topic request, or app connection. I've tuned mine for today, we'll see what tomorrow brings! P.S - Huxe is a free app from the creators of NotebookLM (Ryza was on our podcast!) that does a similar thing, so if you don't have pro, check out Huxe, they just launched! XAI Grok 4 fast - 2M context, 40% fewer thinking tokens, shockingly cheap (X, Blog)xAI launched Grok‑4 Fast, and the name fits. Think “top-left” on the speed-to-cost chart: up to 2 million tokens of context, a reported 40% reduction in reasoning token usage, and a price tag that's roughly 1% of some frontier models on common workloads. On LiveCodeBench, Grok‑4 Fast even beat Grok‑4 itself. It's not the most capable brain on earth, but as a high-throughput assistant that can fan out web searches and stitch answers in something close to real time, it's compelling.Alibaba Qwen-Max and plans for scaling (X, Blog, API)Back in the Alibaba camp, they also released their flagship API model, Qwen 3 Max, and showed off their future roadmap. Qwen-max is over 1T parameters, MoE that gets 69.6 on Swe-bench verified and outperforms GPT-5 on LMArena! And their plan is simple: scale. They're planning to go from 1 million to 100 million token context windows and scale their models into the terabytes of parameters. It culminated in a hilarious moment on the show where we all put on sunglasses to salute a slide from their presentation that literally said, “Scaling is all you need.” AGI is coming, and it looks like Alibaba is one of the labs determined to scale their way there. Their release schedule lately (as documented by Swyx from Latent.space) is insane. This Week's Buzz: W&B Fully Connected is coming to London and Tokyo & Another hackathon in SFWeights & Biases (now part of the CoreWeave family) is bringing Fully Connected to London on Nov 4–5, with another event in Tokyo on Oct 31. If you're in Europe or Japan and want two days of dense talks and hands-on conversations with teams actually shipping agents, evals, and production ML, come hang out. Readers got a code on stream; if you need help getting a seat, ping me directly.Links: fullyconnected.comWe are also opening up registrations to our second WeaveHacks hackathon in SF, October 11-12, yours trully will be there, come hack with us on Self Improving agents! Register HEREVision & Video: Wan 2.2 Animate, Kling 2.5, and Wan 4.5 previewThis is the most exciting space in AI week-to-week for me right now. The progress is visible. Literally.Moondream-3 Preview - Interview with co-founders Via & JayWhile I've already reported on Moondream-3 in the last weeks newsletter, this week we got the pleasure of hosting Vik Korrapati and Jay Allen the co-founders of MoonDream to tell us all about it. Tune in for that conversation on the pod starting at 00:33:00Wan open sourced Wan 2.2 Animate (aka “Wan Animate”): motion transfer and lip sync Tongyi's Wan team shipped an open-source release that the community quickly dubbed “Wanimate.” It's a character-swap/motion transfer system: provide a single image for a character and a reference video (your own motion), and it maps your movement onto the character with surprisingly strong hair/cloth dynamics and lip sync. If you've used runway's Act One, you'll recognize the vibe—except this is open, and the fidelity is rising fast.The practical uses are broader than “make me a deepfake.” Think onboarding presenters with perfect backgrounds, branded avatars that reliably say what you need, or precise action blocking without guessing at how an AI will move your subject. You act it; it follows.Kling 2.5 Turbo: cinematic motion, cheaper and with audioKling quietly rolled out a 2.5 Turbo tier that's 30% cheaper and finally brings audio into the loop for more complete clips. Prompts adhere better, physics look more coherent (acrobatics stop breaking bones across frames), and the cinematic look has moved from “YouTube short” to “film-school final.” They seeded access to creators and re-shared the strongest results; the consistency is the headline. (Source X: @StevieMac03)I've chatted with my kiddos today over facetime, and they were building minecraft creepers. I took a screenshot, sent to Nano Banana to make their creepers into actual minecraft ones, and then with Kling, Animated the explosions for them. They LOVED it! Animations were clear, while VEO refused for me to even upload their images, Kling didn't care hahaWan 4.5 preview: native multimodality, 1080p 10s, and lip-synced speechWan also teased a 4.5 preview that unifies understanding and generation across text, image, video, and audio. The eye-catching bit: generate a 1080p, 10-second clip with synced speech from just a script. Or supply your own audio and have it lip-sync the shot. I ran my usual “interview a polar bear dressed like me” test and got one of the better results I've seen from any model. We're not at “dialogue scene” quality, but “talking character shot” is getting… good. The generation of audio (not only text + lipsync) is one of the best ones besides VEO, it's really great to see how strongly this improves, sad that this wasn't open sourced! And apparently it supports “draw text to animate” (Source: X) Voice & AudioSuno V5: we've entered the “I can't tell anymore” eraSuno calls V5 a redefinition of audio quality. I'll be honest, I'm at the edge of my subjective hearing on this. I've caught myself listening to Suno streams instead of Spotify and forgetting anything is synthetic. The vocals feel more human, the mixes cleaner, and the remastering path (including upgrading V4 tracks) is useful. The last 10% to “you fooled a producer” is going to be long, but the distance between V4 and V5 already makes me feel like I should re-cut our ThursdAI opener.MiMI Audio: a small omni-chat demo that hints at the floorWe tried a MiMI Audio demo live—a 7B-ish model with speech in/out. It was responsive but stumbled on singing and natural prosody. I'm leaving it in here because it's a good reminder that the open floor for “real-time voice” is rising quickly even for small models. And the moment you pipe a stronger text brain behind a capable, native speech front-end, the UX leap is immediate.Ok, another DENSE week that finishes up Shiptember, tons of open source, Qwen (Tongyi) shines, and video is getting so so good. This is all converging folks, and honestly, I'm just happy to be along for the ride! This week was also Rosh Hashanah, which is the Jewish new year, and I've shared on the pod that I've found my X post from 3 years ago, using the state of the art AI models of the time. WHAT A DIFFERENCE 3 years make, just take a look, I had to scale down the 4K one from this year just to fit into the pic! Shana Tova to everyone who's reading this, and we'll see you next week
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 "Make Argentina Great Again"5:30 China Talks Soybeans6:12 Production Cost Task Force9:03 Day Trading is Stupid11:23 Ethanol Production12:23 Flash Sales
AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning
Its official Cohere has just hit a $7B valuation a month after its last raise and it partners with AMD.Get the top 40+ AI Models for $20 at AI Box: https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle
Bitcoin's September rally finally stumbled, with a 3.5% drop triggering $1.7B in long liquidations—the biggest of the year. While traders were caught offside, on-chain data shows holders aren't selling, ETF flows remain mixed, and big treasury buys continue. NLW breaks down why this reset matters, how leverage is shaping the market, and what it means as we head into Q4. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: https://blockworks.co/newsletter/thebreakdown Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW
In this episode 32 of The League, hosts David Magid and Benoy Thanjan (Reneu Energy, Solar Maverick Podcast) break down the biggest solar and clean energy headlines of the week. Topics we cover today: Solar for All Terminated: The Trump administration halts the $7B program, impacting nearly 1M low-income households. Legal challenges are expected. U.S. Solar Growth Slows: Utility-scale solar grew just 10% in mid-2025 vs. mid-2024 — a sharp drop from the 33% growth seen the prior year. Texas (+14%) and Arizona (+24%) surged, while California and Florida lagged. The Big Beautiful Bill: How developers are racing to complete projects before year-end to capture full tax credits. Texas ERCOT Storage Shake-Up: New four-hour non-spinning reserve requirements squeeze battery developers, benefiting gas peakers. Why Solar Still Wins: As costs fall, investors say projects can pencil without the ITC — even with tariffs. Key takeaway: Solar is a technology, not a fuel — and the cheapest, fastest-growing source of new energy. If you have any questions or comments, email us at info@reneuenergy.com.
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 Argentina News6:56 Crop Conditions11:05 Brazil Update12:04 Grain Shipments13:00 Cattle Rally
Today's blockchain and cryptocurrency news Bitcoin is down slightly at $112,956 Eth is up slightly at $4,184 XRP, is down slightly at $2.81 Strategy adds $100M in BTC Crypto markets see 1.7B in liquidations China's regulator hints at RWA pause. mXRP launch B HODL lists Learn more about your ad choices. Visit megaphone.fm/adchoices
Sho Genge! You are tuned into Venues & Menus With Sis G.U. Welcome to the Venue! This baby is the N Line edition peep the sporty red accents and the paddle shifters. Very on brand for today's guest: bold, driven, and in full control
Rays Season Wrap-Up RaysUpRays fall out of playoff contention but improve draft positionPhillies clinch NL East; Brewers, Dodgers, Blue Jays all in tight division racesGlass-half-full outlook as younger players gain valuable experience under pressureSpotlight on Montgomery Biscuits in the Southern League playoffsHomer Bush Jr., Ledbetter, Brody Hopkins, Will Simpson, and TJ NicholsRays and Brewers' player development approaches Rays' history of sending prospects to Australia's Perth Heat New Perth Heat manager Perry Roth, formerly with the River Dogs & Hot RodsRays who benefited from ABL: Kiermaier, Caminero, Brosseau Electric Puerto Rican Heritage Night atmosphereSurrounded by Blue Jays fans behind Visitors' dugoutEase of parking and access tSpotting Kevin KiermaierRays co-presidents, Auld & Silverman moving into advisory rolesRob Manfred's “clean slate” for the stadium hunt Evaluating Erik Neander's tenure and future Erik could lead the Rays to their first World Series Yandy Díaz's consistent excellenceBalancing young talent - Trey Morgan, Jonathan Aranda & others in the lineupNeed to find power bats & maintaining defensive standards Trade for controllable players vs risky free-agent signingsRyan Pepiot's recent struggles with control and late-season fatigue. Comparing his development path to Chris Archer's early yearsWhy Mat still sees Cy Young potential and a future Rays rotation core with Shane Baz and Drew RasmussenUpcoming Guests - authors Lou Schiff and Jane Leavy CBA negotiations - baseball's financial landscape is rapidly changingReflecting on the Mets' late-season collapseBlake Snell Trade Tree - Rays add Cole Wilcox to the 40-man rostero How Wilcox's shift from starter to reliever revived his careero What his AAA stats suggest about his future bullpen roleo The winding path of Isiah Kiner-Falefao Chandler Simpson's wall-robbing catch and his underrated offensive growtho Finalized trade sending Jose Caballero to Yankees for Marshall Tooleo Outfield depth rising: Brailer Guerrero, Theo Gillen, Brenner Summerhill, Colton Ledbetter, Homer Bush Jr.Tropicana Field & Stadium - Roof repairs progressing; turf replacement nexto Q&A on 2007 Hillsborough County survey on stadium location and fundingo Retractable roof debate and evolving fan expectationsBright Spots & Looking Aheado Rays pitching pipeline: Ian Seymour, Joe Boyle, and moreo Nick Fortes behind the plate as a key additiono A system stacked with talent as new ownership arrivesStadium & Tropicana Field UpdatesRoof repairs underway; new turf installation planned for spring training.2007 Hillsborough County survey results on stadium location and funding revealed.League & Ownership LandscapeMat hints at changing financial structure and upcoming CBA negotiationsRays' $1.7B sale despite uncertain stadium future shows franchise value growth. Fan interference stories from recent games.Will Bill & Ted and/or Jimmy Kimmel be future guests or are we just “Waiting for Godot”You can find Mat at @matgermain.bsky.social or reach Mark at baseballbizondeck@gmail.com BaseballBiz on Deck, at iHeart Apple, Spotify, Amazon Music, and at www.baseballbizOnDeck.com Special Thanks to Scott Holmes for the music Stomps & Claps
News and Updates: A Boston medical study found smartphone use on the toilet raises hemorrhoid risk by 46%. Phone users stayed seated far longer — often 6–15 minutes — amplifying pressure that leads to painful swelling. While causation wasn't proven, doctors warn the habit may be fueling the condition. Taco Bell is rethinking AI drive-thrus after viral failures, like glitchy bots repeating orders or a prank request for 18,000 cups of water. The chain says humans may still be better in high-volume locations. Rival fast food chains Wendy's and McDonald's are pushing ahead with AI rollouts in 2025. At IFA 2025, Amazon, Google, Samsung, and LG touted AI-powered smart homes that anticipate user needs — from proactive lighting to predictive repairs. But privacy, infrastructure, and reliability remain major hurdles before homes achieve Star Trek–style ambient computing. A new survey shows 85% of U.S. college students use generative AI for coursework, calling it a “24/7 tutor.” Students want clear rules and training, not bans, though many admit AI can weaken critical thinking. Despite AI's rise, most still see college as relevant — though its payoff may be shrinking. A lottery expert warns Powerball's “Quick Picks” feature hurts players' odds by generating duplicate numbers, just as the jackpot swells to $1.7B. Officials deny foul play, but critics urge filling tickets by hand. Odds remain astronomical at 1 in 292 million. Confusion erupted over Gmail security after reports falsely claimed Google told 2.5B users to reset passwords. Google clarified no mass breach occurred, though hackers have targeted Salesforce data and used vishing scams. The company urges 2FA, passkeys, and vigilance against phishing.
In this Two and a Half Gamers special, Matej and Felix sit down with Lemon (柠檬游戏说) — WeChat Mini-Game blogger, founder of Hyperjoy, and consultant for Scopely — to unpack the Chinese mini-game gold rush.Key insights:2024 market revenue: $7B+ (¥50B RMB).500M+ MAU, 400K+ dev teams183% YoY increase in advertisers; dev cycles: 4 weeks (hypercasual) to 3–6 months (hybrid/midcore).Balanced demographics: gender 50/50, strong 24–40 y/o core.Winners: 4X/SLG, Tower Defense Roguelike, Merge/Match.Declining: Hybrid RPGs, Simulation.Stable: Idle Card RPGs.60% of UA spend is concentrated in RPG, SLG, and TD.Day-1 payer retention is highest in RPG/4X (18–85%).Top GamesIce War: Three Kingdoms – Whiteout Survival clone w/ localized 3K theme.Bangbang Survivor – Top-grossing $1M+/day, IP expanding into 4X.Penguin Go! – Lucky Defense survivor, meta system differentiates it.Plant Master TD Go – Backpack TD hit (#5 grossing).永远的蔚蓝星球 (Summon & Merge TD) – $30M/month, global Q4 launch.Human Leap: Evolution – Top Douyin ad-mon gameSave the King – Royal Match UA creative turned into a WeChat hit ($70K/day ads).East ↔ West ExpansionWest → East: Supercell, Century Games, Scopely already entering WeChat mini-games.East → West: Galaxy Defense, Legend of Mushroom, Banban Survivor meta systems fueling crossovers.Success requires simplification of meta for Western markets.Takeaway: Mini-games are not “mini.” They're a $7B industry with complex metas, ruthless UA competition, and growing East–West crossover potential.Get our MERCH NOW: 25gamers.com/shop---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: Lemon Choihttps://www.linkedin.com/in/lemon-minigame/Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to China's Minigame Market03:01 Minigame Market Overview07:26 Minigame Genres and Trends14:56 Successful Minigames and Case Studies29:04 Key Takeaways and Future Outlook---------------------------------------Matej LancaricUser Acquisition & Creatives Consultanthttps://lancaric.meFelix BrabergAd monetization consultanthttps://www.felixbraberg.comJakub RemiarGame design consultanthttps://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit lancaric.substack.com & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask Matej AI - the First UA AI in the gaming industry! https://lancaric.me/matej-ai
Plus YouTube Finally Overtakes Disney Like this? Get AIDAILY, delivered to your inbox 3x a week. Subscribe to our newsletter at https://aidailyus.substack.comWhy Fearing AI Jobs Loss Misses the Full PictureHistory says tech revolutions (think steam engine, electricity) reshape jobs over decades—not instantly erase them. Recent data shows many “AI-exposed” jobs are growing, while firms increasingly hire people with AI skills. The shift will be long, messy, and full of both disruption and opportunity.YouTube Just Overtook Disney—Now Betting Big on AI ToolsYouTube announced at its “Made on YouTube” event that AI is now core to its content creation strategy, not just gimmicks. With over 2.7B users and revenue past $50B, it's introducing tools like auto-editing, speech-to-song, and smart product links. The company promises creators won't be replaced, just helped. What AI Really Still Can't DoAI can churn out stats, polish essays, and automate stuff—but it still can't handle the messy, physical, and deeply human bits. The blog's author jokes about installing toilet seats, cleaning lint traps, and creeping behind appliances—tasks where clumsy hands beat perfect code. Don't Give AI the Final SayLeaders at banks, credit unions, and fintechs are sounding alarms: making AI responsible for more than half of decision-making in fraud detection or customer credibility could backfire. They argue for layered intelligence—humans + algorithms + federation of data—so AI remains a tool, not the boss. China Warns Terrorists Could Use AI to Build WeaponsChina's government issued a new AI safety governance draft warning that extremists might harness “retrieval-augmented generation” tools to access theoretical knowledge on nukes, biological, chemical, and missile weapons. They say this could make existing control systems ineffective and pose serious risks to global/regional security.Let AI Sleep Boost Your Game?The author argues that combining AI with sleep tracking could be the next productivity frontier. Think dreamy AI assistants noticing your sleep cycles, nudging you toward optimal rest, and helping you wake up fresh—so you spend more of your “awake time” actually killing it.Coca-Cola & MIT Launch “Save the Orange” to Fight Crop Disease With AICoca-Cola's joining an MIT-led AI consortium to tackle citrus greening, the disease devouring orange trees globally. Through “Project Save the Orange,” they'll use generative AI + data simulation to speed up research, and partner with Fundecitrus and Invaio Sciences to protect the orange supply.Tim Draper's AI Twin Is in Every RoomVC legend Tim Draper now has an AI “digital twin” hologram that can answer questions in multiple locations at once—powered by scans of his voice, personality, and tons of data. Think of it like Draper-me that never sleeps, writes, or has to fly in.
En COPE se informa del asesinato de Charlie Kirk, activista pro-Trump, de un disparo en el cuello en una universidad de Utah, delante de su familia. David Alandete destaca que es una ejecución y condena a quienes la justifican. En el debate sobre el estado de la región en la Asamblea de Madrid, la presidenta Isabel Díaz Ayuso anuncia medidas para la segunda mitad de la legislatura, incluyendo una ley para proteger al concebido no nacido. También se prevé la reapertura en noviembre de la línea 7B de Metro de Madrid. Vecinos de San Fernando de Henares denuncian problemas de infraestructuras y solicitan más indemnizaciones. En los mercados, el BCE mantiene los tipos de interés en el 2% y el Euríbor en septiembre se sitúa en el 2,17%, lo que sigue afectando a los hipotecados. El Consejo de Seguridad de la ONU debatirá la incursión de drones rusos en Polonia. La UEFA anuncia que el Metropolitano será sede de la final de Champions 2027. Además, se aborda en COPE la falta de preparación ...
Un estudio revela que una de cada cuatro chicas de entre 17 y 21 años recurre a la inteligencia artificial como confidente. Yolanda Díaz intensifica la presión sobre el tejido empresarial español tras tumbar el Congreso la reducción de la jornada laboral. La subida del Euríbor ahoga a las familias hipotecadas, mientras se debate el papel de las familias en la nueva era digital. En Estados Unidos, el asesinato del activista Charlie Kirk desata tensiones políticas, con Donald Trump responsabilizando a la izquierda. Europa percibe un aumento de la inestabilidad geopolítica, con drones rusos sobrevolando espacio aéreo polaco y maniobras militares en la frontera con Bielorrusia. El Parlamento Europeo debate la situación en Gaza. En Madrid, la línea 7B de Metro sigue sufriendo problemas estructurales y sus vecinos denuncian realojos y demoliciones. Las autoridades madrileñas refuerzan la seguridad para la Vuelta a España. Alemania, por su parte, actualiza sus reservas nacionales de ...
This week the boys talk about Nelly Furtado's classy response to online body-shamers, and a recap of airlines' extra-seat policies now that SWA has made changes. Then we imagine what we'd do to help fat people if we won the lottery, which was just at $1.7B.
El Juez Peinado investiga a Begoña Gómez por presunta malversación de fondos públicos. En el Congreso, la sesión de control al Gobierno se caldea con acusaciones e insultos por la corrupción. La Comisión Europea propone suspender parcialmente el acuerdo con Israel y sancionar a Netanyahu. En La Vuelta a España, el fuerte viento obliga a buscar un plan B para la meta, y se esperan protestas. El FC Barcelona recibe al Valencia en fútbol. El Metro de Madrid reabrirá la línea 7B. Arturo Pérez-Reverte habla sobre la lectura, defendiendo que hace a las personas intelectualmente mejores. Presenta la vuelta de "Alatriste", cuyo personaje ha madurado con él, y describe el París del siglo XVII. Valora a Quevedo como clave para entender España. Critica a la política española por ser un "negocio" que explota a la ciudadanía y a la educación por su deficiente enseñanza de la historia, lo que lleva a la manipulación. También reflexiona sobre la IA en el cine, como en la película "Critters", y su ...
La actualidad de este miércoles incluye el Tribunal Superior de Justicia de Cataluña anulando artículos del decreto de la Generalitat que establecen el catalán como lengua vehicular en colegios. Un hombre mata a otro a tiros en Andalucía y se atrinchera. El príncipe Enrique de Inglaterra visita a su padre, el rey Carlos. El Congreso rechaza la reforma de la jornada laboral impulsada por Yolanda Díaz. Se analiza la migración ilegal en España. Flujos hacia Canarias descienden, pero aumentan en Baleares, impactadas por la menor colaboración argelina. Se esperan visitas para incentivar a Argelia. Italia ha invertido en Libia para frenar salidas. En Francia, el nuevo PM asume el cargo en medio de graves protestas. La Policía Nacional detiene a un hombre y una mujer por introducir cristales en la comida de un bebé. La Comunidad de Madrid anuncia la reapertura de la línea 7B de Metro en noviembre y retoma la campaña contra las novatadas. Fomenta la construcción de vivienda asequible. Madrid ...
Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) regroup to riff on miner-to-AI megadeals, gas-to-power plays, and a modular ASIC that could reset fleet economics.AI x Power x BitcoinThis week we break down:TeraWulf × Google – a 10-year, 200 MW hosting deal (headline $3.7B; options could push multiyear value far higher) and why clean, reliable electrons (nuke/hydro) earn a premium—and might end in outright M&A.Who's Next? – the consolidation map: why Bitfarms (and possibly IREN/Iris) look “target-ready,” what MARA/RIOT are more likely to do, and how miner stock spikes telegraph hyperscaler interest.CoreWeave–Core Scientific Playbook – how long-dated revenue agreements morph into acquisitions when the real prize is energized, rack-ready capacity.Coterra's Power Option – a 7-year gas sale to CPV's 1.3 GW CCGT in Ward County with the right to buy ~250 MW/day indexed to ERCOT West—the first true Permian netback template and what it signals for E&Ps.Turbines, Permits & Sudoku – deposits and long lead times, GPA/air permits (NOx/CO₂), and the catch-22 between offtakes and hardware—why scale + compliance + capital win.Block's Proto Miner – Apple-clean design, rack-side sub-90-second repairs (as pitched), modular hashboards, open-source fleet software, and a 10-year design life—what that does to uptime and capex cycles.The AI Arms Race – trillion-dollar capex, billion-dollar talent bids, China's generation build-out, and why power-secure brownfield beats greenfield timelines.Where to Find Us IRL – Permian Power Conference (Midland, Sep 29–30) + Texas Capitol investor day/North American Blockchain Summit (Dallas, October).
If you're hearing this before September 19th, I need you to do me a favor: the Trump administration is attempting to eliminate a policy called the “Roadless Rule”, which would open tens of millions of acres of vibrant forests and public land to industrial logging and mining.The Forest Service is accepting public comment on the plan to eliminate the Roadless Rule until September 19th, and it is important that we flood them with comments and petitions to leave these critical forests and ecosystems intact!And look, I'm not going to pretend like our comments are going to stop the Trump administration.But they serve multiple other critical functions, like strengthening resistance within the Forest Service, de-legitimizing the administration's actions, bolstering lawsuits, and laying the groundwork for stronger protections in the future.To learn more about the Roadless Rule and how to take action, I'm sharing a really well done presentation by the Oregon Chapter of the Sierra Club and Representative Andrea Salinas.Thanks to Kai McMurtry and the Oregon Sierra Club for sharing this presentation, please check out the great work that they are doing throughout the state!You can find all action links and resources in the show notes of the podcast feed, or by connecting with the Sierra Club or your favorite conservation org. I personally think that Cascadia Wildlands action page is very simple and straightforward, and you can find that at cascwild.org or bit.ly/cascadiaroadlessrule.Show Notes:Interactive Roadless Areas Map: https://tetontopo-roadless-map.vercel.app/https://www.sierraclub.org/oregon/subscribe-oregon-climate-action-corpsH.R.3930 - Roadless Area Conservation Act of 2025: https://www.congress.gov/bill/119th-congress/house-bill/3930/cosponsors?r=1&s=4&q=%7B%22search%22%3A%22hr+3930%22%7DCascadia Wildlands Action Alert: https://cascwild.org/actions/defend-the-roadless-rule-act-now-against-trumps-reckless-plan-to-punch-roads-and-log-through-protected-public-lands/https://www.instagram.com/coastrangeradio/
Julio Vasconcellos is the Managing Partner at Atlantico, one of Latin America's leading venture firms, and the driving force behind the Latin America Digital Transformation Report. Now in its 6th edition, the report has become the definitive data backbone for investors and founders seeking to understand the region's tech landscape.Previously, Julio was Facebook's first country lead in Brazil and co-founder of Peixe Urbano, giving him a rare operator-to-investor perspective on LatAm's digital transformation.In this episode, Julio unpacks the 2025 report's biggest findings—from venture returns to geopolitics, Pix's disruption, AI adoption, and Mexico's rise—and what they mean for global LPs, founders, and corporates betting on the region.Here's what we cover:LatAm Venture Outperformance: Why local VC funds have quietly outperformed global peers, and what it will take to attract more LP capital.Brazil vs. Mexico: Why Mexico features so prominently this year, how it compares to Brazil, and what it means for investors placing their first bets.The Geopolitics of Tech: 39% of Brazilians say they'd align with China over the U.S.—what's driving that sentiment?Pix's Relentless Rise: With 87% corporate penetration and $15B in fee savings, Pix is reshaping payments. What does this mean for Visa, Mastercard, and fintechs?Brazil's AI Moment: Over 60% of Brazilians have tried ChatGPT, and Microsoft just invested $2.7B in AI/cloud. What role will Brazil play in the global AI race?Founder Archetypes: Atlantico's research into the traits of successful Latin American founders—and how they compare to Silicon Valley counterparts.Join The J Curve Community:Newsletter: Weekly deep dives into LATAM's hottest deals, emerging trends, and market intelligenceLinkedIn: Daily market insights and exclusive founder updatesInstagram: Behind-the-scenes podcast moments and quick industry takesHit subscribe and share this episode with fellow entrepreneurs and investors
Summary del Show: • Wall Street arranca la semana en verde con la atención en los datos de inflación PPI y CPI antes de la Fed. • Uber $UBER y Momenta lanzarán robotaxis en Múnich desde 2026, intensificando la competencia en Europa. • SpaceX $SPACE compra licencias de EchoStar $SATS por $17B para impulsar Starlink Direct-To-Cell. • ASML $ASML lidera inversión de $1.5B en Mistral AI, valorada en $11.7B como la startup de IA más cara de Europa.
An unprecedent pay package for Tesla's Elon Musk doesn't come without some high performance benchmarks. How should shareholders be thinking about the potential compensation package? Plus, Lululemon shares plummet after an increasingly competitive environment and tariff headwinds dented outlook. The Street's top retail analyst, JPMorgan's Matt Boss lays out what to do with the stock. And then CEO of Nuclear company Oklo joins the show. After announcing plans to invest nearly $1.7B in a new nuclear waste recycling facility. Shares are up more than 1000% in the past year.
Trump going back to the Supremes. No tax on tips, but content producers in radio have to share their earnings with the government. Targeting of drug boats will continue until morale improves. JD Vance: Trump Has The Legal Authority To Protect Americans, But No Immediate Plans For National Guard To Go Into Chicago. All Vaccine mandates ended in Florida. Powerball jackpot increases to $1.7B, third-largest prize in game's history. Indianapolis Councilors step forward against Google data centerSee omnystudio.com/listener for privacy information.
Trump going back to the Supremes. No tax on tips, but content producers in radio have to share their earnings with the government. Targeting of drug boats will continue until morale improves. JD Vance: Trump Has The Legal Authority To Protect Americans, But No Immediate Plans For National Guard To Go Into Chicago. All Vaccine mandates ended in Florida. Powerball jackpot increases to $1.7B, third-largest prize in game's history. Indianapolis Councilors step forward against Google data center. Destiny Wells doesn't understand that the crime problem in Indianapolis is caused by Democrats. Hamilton County IN Dem Josh Lowry is a liar and a fraud. Heavily tatted woman selling mirror. Democrats casually dismiss America's founding principal."Journalist" Malcolm Gladwell apologizing for not standing up for women in women’s sports with Mao framed right behind him. Is Tori Amos a guilty pleasure? Pickleball chain plans to open its third Indy-area location near downtown. Spirit Airlines will exit 11 cities in October. Tony clearly wasn't a fan of Baywatch NightsSee omnystudio.com/listener for privacy information.
Sho Genge! You are tuned into Venues & Menus With Sis G.U. Welcome to the Venue! This baby is the N Line edition peep the sporty red accents and the paddle shifters. Very on brand for today's guest: bold, driven, and in full control
UFC's recent $7.7B deal with Paramount, along with Ligue 1's partnership with Amazon, highlights how content protection is influencing today's media rights agreements. In this episode of StreamTime Sports, co-hosts Nick Meacham and Chris Stone are joined by content security expert Olga Kornienko, COO and co-founder of EZDRM. Together, the trio explore how streaming has transformed the approach to content protection and the financial risks of not securing distribution. Key Points:How are media rights deals being shaped by the growth of piracy?Why is content security not just an issue for the NFL and Premier League, but for all sports?How has the acceleration of sports streaming changed the playbook for protecting content?What technologies and innovations — such as DRMs and double encryption — are making life “really annoying” for pirates?
Bhaskar Ghosh, Partner at 8VC, reflects on his journey from Calcutta to Silicon Valley, spanning influential roles at Oracle, Yahoo, LinkedIn, and NerdWallet before moving into venture capital. Now a leader at 8VC, BG introduces his “geometry framework” (persona, product, budget) for enterprise startups, shares insights on the opportunities in generative AI and data infrastructure, and talks about why managing uncertainty is the core skill in zero-to-one journeys. He also emphasizes intentional networking, the long-term nature of venture relationships, and his deep passion for music through his support for Ragas Live.In this episode, you'll learn:[01:56] BG's early journey from Calcutta to Silicon Valley and his career in academia, Yahoo, Oracle, LinkedIn, and NerdWallet[06:10] Why he calls himself a “secondhand entrepreneur” and what excites him most about venture capital[11:22] 8VC's focus areas and why incubation is core to the firm's strategy[14:05] The “geometry framework” for evaluating enterprise startups: persona, product, budget[19:30] Where BG sees opportunity in generative AI: orchestration, knowledge graphs, semantic layers, observability[25:12] Why networking must be intentional and based on service, not transactions[28:34] BG's advice to founders on standing out and building authentic investor relationshipsThe non-profit Bhaskar is passionate about: SACSA (Society for Arts and Culture of South Asia)About Bhaskar GhoshBhaskar Ghosh (BG) is a Partner at 8VC, where he leads investments in enterprise software, AI, data infrastructure, fintech, and healthcare, while incubating multiple startups. Previously, he held senior roles at Oracle and Yahoo, was the founding head of data infrastructure at LinkedIn, and served as CTO at NerdWallet, helping scale it to IPO. BG holds a PhD in Computer Science from Yale and is passionate about helping founders navigate zero-to-one journeys. Outside venture, he is deeply engaged in Indian classical music and supports community initiatives like Ragas Live.About 8VC8VC is a venture capital firm with approximately $7B in assets under management, investing in transformative technologies across enterprise software, AI, healthcare, logistics, fintech, and defense. With offices in Austin and San Francisco, 8VC partners with early-stage founders and also dedicates significant capital to incubation—building new companies alongside entrepreneurs. Its mission is to back ambitious founders solving global problems with scalable, science-driven solutions. 8VC's portfolio includes category-defining startups that are shaping industries and tackling global challenges, including DataHub, Yugabyte, LightBeam, Tezi, OpenGov, Nile, AI21 Labs, AMP, Bedrock Robotics, 180° Insurance, Cambium, Candid Health among others.Subscribe to our podcast and stay tuned for our next episode.
Christina "Licorice" McKechnie was once at the heart of the 1960s counterculture - singing with the Incredible String Band, recording on celebrated albums, and performing on the stage at Woodstock. But after the mid-1970s, her story begins to blur. By the mid-1980s, she had seemingly vanished. There are no police records, no clear timeline, and no obituary. Just scattered whispers, half-remembered sightings, and decades of unanswered questions. Did Licorice step away from the world on her own terms, or did something far more unsettling happen? Listen as we dive into the Woodstock Festival, the case of Christina "Licorice" McKechnie, and how to stay alive on vacation. Do you have a story to share? Send your email to lasttrippodcast@gmail.com We're on YouTube with full video: https://www.youtube.com/@TheLastTripPodcast Follow us on IG: https://www.instagram.com/thelasttripcrimepod/ And join our Patreon: https://www.patreon.com/TheLastTripPodcast Theme Music by Roger Allen Dexter Sources: https://pleasekillme.com/rose-simpson-incredible-string-band/ https://www.reddit.com/r/nonmurdermysteries/comments/r0d6il/the_mysterious_disappearance_of_singer_licorice/ https://www.youtube.com/live/ksMT5OFNhSI https://faroutmagazine.co.uk/what-happened-to-licorice-mckechnie-the-mysterious-disappearance-of-the-counter-culture-folk-icon/ https://thehobbledehoy.com/2022/01/24/the-mysterious-disappearance-of-licorice-mckechnie/ https://www.grunge.com/364139/the-mysterious-disappearance-of-licorice-mckechnie/ https://crazyonclassicrock.com/2020/05/03/classic-rockers-who-disappeared-went-into-hiding/ https://www.angelfire.com/biz3/ISB/likkie.html https://scotianostra.tumblr.com/post/663958417582473216/this-is-a-sort-of-difficult-post-i-will-however https://m.facebook.com/nt/screen/?params=%7B%22note_id%22%3A362186055227276%7D&path=%2Fnotes%2Fnote%2F&refsrc=deprecated&_rdr https://www.facebook.com/groups/2223785342 https://woodstockwhisperer.info/2015/10/02/christina-licorice-mckechnie/ https://www.phoenixmag.com/2021/09/21/history-into-the-wild/ https://www.doenetwork.org/cases/software/main.html?id=551UFCA https://websleuths.com/threads/uk-christina-%C2%93licorice%C2%94-mckechnie-45-1990.40373/ https://soundcloud.com/kalou/in-search-of-christina-mckechnie
Adrian Ellis speaks with Katrina Sedgwick, Director & CEO of MAP Co, to discuss the ambitiously complex transformation of Melbourne's arts precinct – and how principles of collaboration, creativity, and care are guiding one of Australia's largest cultural infrastructure projects. External references: Melbourne Arts Precinct Transformation (MAP Co) – The official site detailing the AU$1.7B redevelopment, including Federation Square, the new NGV Contemporary, and Laak Boorndap garden.NGV Contemporary – The Fox: NGV Contemporary – Australia's largest gallery dedicated to contemporary art and design, currently under development.Arts Centre Melbourne Redevelopment – Major upgrades underway to the State Theatre and Theatres Building, including new underground facilities.Laak Boorndap – A new 18,000m² public garden designed with Traditional Owners, led by landscape architecture firm Hassell.Laak Boorndap Test Garden – a living window into the future of Laak Boorndap.Koorie Heritage Trust – A First Nations cultural organisation and anchor tenant at Federation Square.Lendlease – Construction partner leading both the Northern and Southern project packages.Guest bioKatrina Sedgwick OAM, is the inaugural CEO of MAP Co. She has held leadership roles across festivals, film, broadcasting, and museums – including as Head of Arts at ABC Television and Director & CEO of ACMI, Australia's national museum of screen culture. She led ACMI's $40 million transformation before joining MAP Co in 2022. +
Following Nvidia's results, where can investors look for opportunity in the market? Jefferies lays out its playbook to capitalize on the recent momentum in small caps. Then the E.U. says it will remove tariffs on U.S. industrial goods. We have the latest from Washington. Plus, the CFO of Intel gives an update on the U.S. government's stake in the company. Saying Intel received $5.7B in cash from the U.S. government last night.
Dave and Chuck the Freak talk about Dave not sleeping, Cort wore harem pants to work, remote control truck drivers, things that happened 10 years ago this week, woman drew gun on man who let dog poop on her lawn and left it, update on old ladies who got stuck in a hot tub, man’s weed van robbed, outbreak of screw work, child’s face to face encounter with bear, tourism to Vegas down, Power Ball jackpot, guy who looks like Chuck spotted at gay pride parade, emailer asked wife to oil him up and jerk him, former UFC fighter’s son got into fight at wrestling event, woman returns championship jacket to Doug Flutie, update on Lil Nas X, Will Smith accused of using AI at concerts, Madonna says she’s easing off plastic surgery, Harrison Ford looking for new toilet seat and wants Jay Leno to 3D one, OnlyFans made over $7B last year, woman got cucumber stuck up butt, guy greeted DoorDash drivers naked, guy gets pulled over with lots of drugs, perv busted taking up skirt photos at Walmart, creepy dude accused of upskirt photos, family’s missing dog found, guy’s parents rented out childhood room and he married her, pumpkin spice latte sales skyrocket, butter candle season, and more! This episode of Dave & Chuck is brought to you in part by Profluent http://bit.ly/4fhEq5l
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 Corn Yield Clash3:59 Biofuel Waivers5:48 China Rhetoric9:05 The Funds are Buying?9:51 Powell Jackson Hole10:52 Cattle on Feed12:25 Flash Sales
Bitcoin faces volatility after a whale dumps 24,000 BTC ($2.7B), even as whales accumulate Ethereum and BlackRock adds $150M more ETH. Markets brace for Powell's Jackson Hole decision, with Fed officials signaling caution on rate cuts while Asian stocks rally on pivot hopes. In Washington, Senator Lummis pushes a crypto bill, the DOJ shifts enforcement focus, and banks lobby to reshape the GENIUS Act. Globally, China eyes yuan-backed stablecoins, while Coinbase's $2.9B Deribit buy and Bullish's IPO show institutions diving deeper. With whales, regulators, and Wall Street all moving fast, will Powell's decision spark Bitcoin's next big move?
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1127: We're diving into major tariff relief for EU carmakers, Sonic Automotive's EchoPark outpacing expectations, and how generative AI is rewriting the rules for online retail traffic. Show Notes with links:The automotive industry is watching closely as the U.S. and EU hammer out a framework deal that could bring massive tariff relief for European automaker. The fine print could mean big savings and new market access.The EU and U.S. announced a new trade framework aiming to reduce U.S. auto tariffs from 27.5% to 15%.Relief would be retroactive to August 1 if the EU introduces enabling legislation this month.In exchange, the EU pledged to cut tariffs on U.S. industrial goods and increase access for American agricultural products.The deal may expand to include mutual recognition of auto safety standards and influence future U.S. agreements with Japan and South Korea.EU Trade Commissioner Maros Sefcovic emphasized urgency: “It is the European Commission's firm intention to make proposals by the end of this month.”Sonic Automotive just dropped its Q2 2025 earnings, and while a hefty impairment charge dented the bottom line, EchoPark's performance made sure the story stayed bullish.Total revenue reached a record $3.7B, up 6% YoY.Despite a $172.4M impairment charge, adjusted EPS surged 49% to $2.19, beating expectations.EchoPark led the charge with $62.1M in gross profit (+22%) and a 679% increase in adjusted segment income.Segment income rose from $3.9M to $11.7M — a 200% leap.“EchoPark is just on fire,” said Sonic President Jeff Dyke.Adobe reports a massive 4,700% YoY increase in U.S. retail site traffic driven by generative AI platforms like ChatGPT and Gemini — a clear signal that AI is transforming the online shopping journey.Traffic from gen-AI sources has grown monthly since the 2024 holiday season.90% of users trust gen-AI recommendations; bounce rates are down 27%.Visits from AI referrals are 10% more engaged, with 32% longer durations.The conversion gap between AI and non-AI traffic has shrunk from 49% in January to 23% in July.“It's allowing a very optimized, urgent, efficient journey,” said Adobe's Vivek Pandya.0:00 Intro with Paul J Daly and Kyle Mountsier1:35 Next week, Paul and Erroll Bomar III will be at NAMAD next week2:38 EU-US Finalizing New Trade Deal4:35 EchoPark Boosts Sonic's Q2 Earnings6:52 4700% Increase In Retail Traffic From GenAI SitesJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
CASEY'S GENERAL STORES, INC.At last year's annual meeting in August, shareholders were asked YES or NO on CEO Darren Robelez's pay plan. To help them make a decision on the pay practices they had information like the ratio of the annual total compensation of Casey's General Stores CEO to that of its median employee for the 2024 fiscal year, commonly known as the CEO Pay Ratio. Let's begin the quiz there:According to the company's SEC filing, at what point in the fiscal year 2024 did CEO Darren earn the compensation of his company's median employee?12:35:33 PM on January 1st, the first day of the work year, meaning his pay CEO pay ratio was 579:1Additionally, the CEO's target equity award was $6.7M. In the worst case scenario where every single peer company outperformed Casey's General Stores in terms of total shareholder return, how much equity could the CEO receive?$5,025,000, reflecting a TSR Modifier of -25%.Accordingly, based in part on the information you have just learned, what percentage of Casey's shareholders voted against his pay practices?2%Bonus question: According to the company's 2025 SEC filing, at what point in the fiscal year 2025 did CEO Darren earn the compensation of his company's median employee? Remember, it was 12:35:33 PM on January 1st, the first day of the work year.12:32:05 PM on January 1st, the first day of the work year: 3 minutes and 28 seconds earlier. AGM: 9/3/2025589:1 CEO pay ratio CEO Darren Robelez 98% YESPay committee: *Former BJ's Restaurants CEO Gregory Trojan, Oobli CEO Allison Wing2024 AGM99.1% YES average33% Influence CEO/Chair: 20% YES SHP independent board chair policy-13% gender influence gap: Darren M. Rebelez (33%) & Gregory A. Trojan (14%)CROWDSTRIKE HOLDINGS, INC.A recent Fortune article called Laying off workers because of AI is more of a fashionable excuse than a real business imperative cites CrowdStrike CEO George Kurtz linking 5% job cuts to the cybersecurity company's need to double down on AI investments to “accelerate execution and efficiency.” Kurtz said: “AI flattens our hiring curve, and helps us innovate from idea to product faster.”First question, are CrowdStrike shareholders also given the privilege to “accelerate execution and efficiency”? How many total years does it take for a CrowdStrike investor to vote on all nine board members?3 years, classified board.This is important because clearly shareholders were not completely pleased this year: 34% said NO Pay Committee Chair Cary Davis while 38% said NO to Nomination Committee chair Laura Schumacher2% NO CEO KurtzConsidering the board influence of Founder/CEO/Director and third largest shareholder George Kurtz, investors would typically be best served with a board provides an effective counterbalance to his control. Of the board's eight independent directors, what percentage has served for at least a decade alongside Kurtz?Four directors, or half.Again, to counteract his control, investors should expect regular board refreshment. How many new directors have joined the board in the last 5 years?One, Johanna Flower, the only director who sits on zero board committees. She joined the board in January 2023Kurtz already owns $2.7B of Crowdstrike shares. What percentage of his annual pay consists of equity?90%, with a target equity award of $35M.Finally, CrowdStrike's infamous 2024 software update is commonly described as what?The largest outage in the history of information technology.In 2024, CrowdStrike released a software update that disrupted millions of Microsoft Windows systems around the worldA faulty update to its Falcon sensor platform led to the "Blue Screen of Death" on millions of machines, bringing critical operations to a standstill across numerous sectors.The immediate and most visible impact was the widespread and severe disruption to the global economy. The financial toll is estimated to be in the billions of dollars. Key sectors affected include:Aviation: Major airlines like Delta, United, and American Airlines grounded thousands of flights, disrupting travel for millions and costing airlines hundreds of millions of dollars.Healthcare: Access to electronic health records was hindered, leading to the cancellation of surgeries and appointments. This disruption posed a direct risk to patient care and safety.Financial Services: Banks and financial institutions faced outages that affected everything from ATM services to online banking and stock trading. This not only resulted in financial losses but also eroded consumer confidence.Government and Emergency Services: The outage impacted various government agencies and even emergency services in some areas, highlighting a significant threat to public safety and national security.For Mr. Kurtz, the amount for fiscal 2025 also includes approximately (i) $104,279 for costs related to personal security for Mr. Kurtz and his family at his residences and (ii) $898,426 for costs related to personal usage of private aircraft.As part of our sales and marketing activities, we sponsor a CrowdStrike-branded professional racing car, which Mr. Kurtz drives in some races at no incremental cost to us and in lieu of us hiring a professional driver. As we do not pay any amounts to Mr. Kurtz under these arrangements, it is not reflected in the above table.No vote on payTARGET CORPORATIONTarget foot traffic is still suffering 6 months post-boycott. An industry veteran says the retailer's problems are bigger than curtailing DEITarget Boycott Leader Jamal Bryant Is Arriving on CEOs' Radar ScreensInside Target, Frustrated Employees and Search for New CEOThis article from the WSJ says:Many Target shoppers are frustrated with the retailer. Many Target employees are too.In early June, a companywide survey showed that roughly half of Target's employees didn't think the company was making the changes necessary to compete effectively. About 40% of the roughly 260,000 staffers who replied said they didn't have confidence in the company's future. The scores—which declined from a year ago—were even lower for those staffers at Target's headquarters in Minneapolis.The worker sentiment data reflects the challenges ahead for the company as it prepares to navigate a leadership change and turn around 10 quarters of flat or falling sales in an increasingly complex consumer environment.Based on what I just told you, TRUE or FALSE on this next headline from Fortune? Is this real or am I making it up? Target's CEO succession tilts toward an insider and company liferTrue. The leading contender appears to be: Michael Fiddelke is executive vice president and chief operating officer for Target and a member of its leadership team.Since joining Target in 2003 as an intern, Michael has held a variety of leadership positions across the organization, including finance, merchandising, human resources and operations. He most recently served as Target's chief financial officer. In addition to his Target responsibilities, Michael serves on the board of Shipt, Target's wholly-owned subsidiary.Compensation & Human Capital Management Committee: “Management development and succession planning. Senior management development, evaluation, and succession planning, including CEO succession planning.”Ms. Lozano (Chair)Mr. BakerMr. BarrettMr. KnaussMs. LeahyCORECIVIC, INC.-17% gender influence gap:Robert J. Dennis 17%: retiringCEO Damon T. Hininger 17% (2009-)On February 15, 2024, in recognition of the substantial contributions made by our Chief Executive Officer, Mr. Hininger, to the Company, and to encourage retention of Mr. Hininger for a multi-year period, our Compensation Committee, determined to provide a Special One-Time Award to Mr. Hininger. This award consisted of 70,225 performance-based RSUs at a fair market value of $14.24 per share, the approximate equivalent of $1,000,000 at the time of award. The Compensation Committee believes this Special One-Time Award is designed to incentivize Mr. Hininger's performance and retain him for a multi-year period.On August 18, 2025, CoreCivic, Inc., a Maryland corporation (the “Company”) announced that Damon T. Hininger, the Company's Chief Executive Officer (“CEO”), will step down as CEO and resign from his position on the Company's Board of Directors (the “Board”), effective as of January 1, 2026 (the “Transition Date”). Patrick Swindle, who currently serves as the Company's President and Chief Operating Officer, will assume the role of CEO of the Company, effective as of the Transition Date, and will continue serving as the President of the Company. Additionally, the Board will appoint Mr. Swindle to the Board to fill the vacancy created by Mr. Hininger's resignation as of the Transition Date.Chair Mark A. Emkes 17% (2014-)John R. Prann 13% (2000-)Thurgood Marshall 12% (2002-)Devin I Murphy 9%2025 AGM: 99% YES director average; 97% YES PAYShort-term pay: if NONE of four strategic goals achieved CEO still receives 80% of bonusLong-term: If Lowest quartile TSR results is only 20% reduction of long-term awards: “If the Company's absolute TSR for the performance period is less than zero, the rTSR modifier shall not exceed 1.0x for the performance period”WHO DO YOU BLAME FOR PAYING A MULTI YEAR “RETENTION BONUS” WHO QUITS AFTER ONE YEAR?Pay committee included Dennis*, Emkes (17%, 11 yrs), Prann (13%, 25 yrs)Donald Trump - after donating to Trump, his immigration orders have swelled the amount of work Hininger has to do and he burnt out with excitementThe zero female board leadership - there was no mom to say it was a bad ideaThe amount of the award - $1m in 2025?? The stock is up 45% thanks to our prison state, and even with the massive stock bump, the award is still worth less than $2m… it's an insult, not an awardThe prisoners who keep claiming the prisons are dangerous - there have been more than 120 reports and exposes in the last 10 years alone that found Corecivic were complicit in family separations, deaths, cancelled contracts due to conditions in the prisons, and other human rights violationsO'Reilly Automotive, Inc.Vote discount for wearing the uniform:First appearance in the proxy of the uniform shirts were actually ORANGE shirts in 2021, blue shirt introduced in 2024 proxySince 2021, directors who wear the uniform average 92.9% votes for, while directors not wearing shirts average 96.8% forWHO DO WE BLAME FOR THE UNIFORM DISCOUNT?Old timers - average start year for a uniform wearer is 1998, and for a non-exec 2006. Average start year for a non-uniform wearer is 2021.The color orange - the orange shirt wearers average 90.4% votes for, while blue got 92.6% forHaving a third of the board be executives - O'Reilly is a single class stock where the O'Reilly family owns less than 5% (all execs own less than 3% collectively), and yet somehow investors think there should be no less than 3 executive directors at any time - who are entirely responsible for wearing uniforms in proxy photosThe shirts themselves - we have TWO case studies of directors who switched from no shirt to shirt - Maria Sastre (2023 to 2024 forward) and Andrea Weiss (2023 to 2024 before she quit, probably in protest of being forced to wear a shirt). In BOTH cases, votes for dropped by an average of 2%Lead “Independent” Director Tom Hendrickson who has been on the board for 15 years, was CFO at a number of sports retail store companies, and lists “technology” as one his core skills (because all 70 year old retired CPAs advising auto parts companies for $347,836 in summary comp have tech experience) Bonus prediction: In 2025, ALL DIRECTORS have been forced to wear the shirt, but now they have a variety of O'Reilly shirts - which director will get the lowest votes now?Blue shirtPink shirtPlaid shirtGreen shirtCream shirtPALANTIR TECHNOLOGIES INC.Palantir CEO Alex Karp takes a shot at elite colleges and says the company offers 'a new credential independent of class'Palantir CEO says working at his $430 billion software company is better than a degree from Harvard or Yale: ‘No one cares about the other stuff'WHICH ELITE IS TO BLAME FOR KARP'S HATE FOR ELITES:Board member and VC bro Alex Moore, who got his BA in Econ from StanfordBoard member and journalist Alexandra Schiff who get her BA in English from DukeBoard member and co founder Stephen Cohen who got his BS in CompSci from StanfordBoard member, troll, and insecure VC Peter Thiel who got his BA in Philosophy from Stanford and a JD from Stanford LawBoard member and consultant Lauren Stat who got a dual degree in Science and Math from StanfordBoard member and VC bro Eric Woersching who got a BS and Masters in Electrical Engineering from StanfordStanfordVISA INC.Mark Cuban calls for higher tax on companies buying back their own sharesVisa bought back $13.4bn from Oct 2024 to June 2025$4.0bn from Oct to Dec (Sep 30 close: 274.95)$4.8bn from Jan to March (Dec 31 close: 316.04)$4.6bn from April to June (March 31 close: 350.46)June 30 close: 355.05WHO'S TO BLAME:As of Dec proxy, CEO Ryan McInerney owns 822,155 shares worth $259,833,866 - if buyback boost the investor return, and McInerney made a cool $28m in part by boosting the stock.Board Chair John Lundgren, been on the board 7 years and took over as chair after Executive Chair Al Kelly stepped down (but Kelly left with 589,890 shares)Francisco Fernandez-Carbajal, the director with the most shares at 31,599 who's been on the board for 17 years and is on the Comp and Finance committees
College football is nearly back, and we're diving into: - Big Ten & Big 12 season predictions - Muff's trip to Wrigley & Soldier Field - Michigan's NCAA penalties - NFL headlines: Joe Flacco, Myles Garrett, Rashee Rice & more - UFC's $7.7B media deal - Scottie Scheffler's comeback win Subscribe on YouTube – merch drop at 100 subs! Don't forget to follow us on all our socials: - @sportsjimmuff on Instagram / Twitter - Sports Stuff with Jim & Muff on Facebook / YouTube Subcribe, comment, rate, review, poke, like, tickle, and get the damn bell on!!!
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Proto is changing the game with its new ASIC miner, Rig, and MARA takes a majority stake in an AI/HPC company tied to France's government-run power provider. Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenewsWelcome back to The Mining Pod! Today, Colin and Matt cover Proto's groundbreaking new ASIC miner, Terawulf's $3.7B Google-backed HPC deal, Ethiopia's bitcoin mining ban, and Monero's 51% attack. Subscribe to our newsletter! **Notes:**• Proto Rig: 14.1 J/TH, 800 TH/s, swappable hashboards• Terra Wolf: $3.7B deal, Google 8% stake• Bitcoin hit $124K ATH, down to $117.9K• Hash price: $57.89 per PH/day• Mara acquires 64% stake in Exaion for $168M• Monero down 18% after miner attackTimestamps:00:00 Start03:09 Difficulty Report by Luxor08:02 Proto Event14:51 MARA stake in Exaion18:36 Cleanspark19:05 Terawulf 200 MW HPC deal23:15 Ethiopia mining ban27:24 Cry Corner- Monero 51% attack
Oklahoma QB John Mateer is facing gambling allegations after his Venmo transaction history went viral. We break down what happened, what his punishment could be, and share our own go-to Venmo transaction descriptions. We also debate the most infamous statues in sports (Tom Brady, Ronaldo, and Dwyane Wade) in Sip, Chug, Drainpour, react to Penn State landing at #2 in the preseason AP Top 25, and bring back the Wiseguy's Poll. Plus, UFC signs a massive $7.7 billion deal with Paramount ending the PPV era, we preview UFC 319 with Money Blakeweather, discuss the saddest wedding ever, a pro tennis player demanding a baby be removed from the stands, and an Ohio man who crushed a triathlon in jorts after losing a bet. ⸻ Chapters: 00:00:00 Introduction | How was your sports weekend? 00:07:56 Beer Intros: Dawg or No Dawg 00:14:27 Money Blakeweather joins the show 00:16:33 Oklahoma QB, John Mateer, facing gambling allegations because of his Venmo transaction history 00:19:31 What's your go-to Venmo transaction description? 00:26:00 What punishment is Mateer going to face? 00:28:51 Why is the Tom Brady statue so disproportionate? 00:33:08 Sip, Chug, Drainpour: Tom Brady's statue, Ronaldo's statue, Dwyane Wade's statue 00:39:54 College Football Preseason AP Poll is released: How is Penn State #2?! 00:42:58 The Wiseguy's Poll Returns!!! 2025 Preseason Wiseguy's Poll 00:49:06 What would the college football playoff look like if the season ended today? 00:51:40 UFC signs $7.7B deal with Paramount and ends the PPV era 00:56:31 Will the lack of PPV's in the UFC help grow more superstars? 00:57:45 Dana White says that fighters may see a pay increase because of the new deal…we aren't holding our breath 01:03:59 We are moving toward every sport going behind a paywall on a streaming service 01:07:07 It would be nice if UFC pushed the start time up with this new deal 01:11:28 WAIT! Can we get a Nickelodeon UFC Broadcast now?! 01:14:17 Blake breaks down UFC 319: Elijah Craig 1792 01:20:22 UFC 319: Tim Elliott vs Kai Asakura 01:23:36 UFC 319: Jared Cannonier vs Michael Page 01:28:21 UFC 319: Geoff Neal vs Carlos Prates 01:31:53 UFC 319: Lerone Murphy vs Aaron Pico 01:35:55 UFC 319: Dricus Du Plessis vs Khamzat Chimaev 01:44:44 The absolute worst wedding event known to man 01:51:06 Pro tennis player becomes captain of team FTK when she wants a baby removed from the stadium for crying 01:53:59 Ohio man finishes second in his first triathlon, competing in jorts after losing a bet to his friend 01:57:59 Beer recaps 02:00:20 This was a show | Double overtime 02:01:14 Find Money Blakeweather 02:03:04 Outro ⸻ #SportsPodcast #CollegeFootball #UFC #TomBrady #SportsBetting #PennState #Venmo #FunnySports #StatueDebate #WeirdSports