Podcasts about 80b

June 23, 2026 - 6am: Iran is reportedly prepared to allow UN nuclear inspectors back into the country Pentagon looks to request an $80B supplemental request for Iran war costs Trump reflecting pool vandalism 'conspiracy' NY Primary preview: George Conway joins Morning Joe on his run for NY-12 Maggie Haberman and Johnathan Swan discuss the bombshell new book on Trump's second term, "Regime Change"   To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

June 23, 2026 - 5am:  Iran is reportedly prepared to allow UN nuclear inspectors back into the country Trump reflecting pool vandalism 'conspiracy' NY Primary preview Pentagon looks to request an $80B supplemental request for Iran war costs The House could meet today to vote on a bipartisan bill aimed at lowering housing costs   To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nearly every major index is at a record high — and everyone's asking the same question: is this the beginning of something great, or the end of something that's gone too far?This week on Money On Tap, Ben Brayshaw and Dan Michelon take that question apart with 75 years of market history, a few statistics that genuinely surprised them, and a clear look at what a record high means for you — whether you're decades from retirement or already drawing income.What you'll learn:The Fidelity data showing investing at an all-time high beats investing on a random dayWhy a record high is usually a signal of a healthy economy, not a topA walk through 1982, 1987, 1995–1999, 2000, 2009, and 2020Why today's AI market looks more like 1995 than the 2000 dot-com bubbleWhy timing the market is a loser's game — and why taking profits isn't fearSequence-of-returns risk — why the first years of retirement decide everythingBuffered ETFs — staying in the market with downside guardrailsAnnuities with lifetime income and long-term-care ridersPlus Money In The News:American financial literacy hits a 10-year low — U.S. adults answered just 47% of the TIAA Institute's 2026 questions correctly (Yahoo Finance, Kerry Hannon)America's data-center build-out falls behind schedule — Google's $80B equity raise and what it signals about AI's real cost (WSJ, Katherine Blunt)Exxon chief warns oil could spike to $160–$170 a barrel as strategic reserves run thin (Fox Business, Robert McGreevy)Mentioned on air: Our short sequence-of-returns risk video — watch it at brayshawfinancial.com.Read the companion blog: brayshawfinancial.com/blogSchedule a free consultation: app.greminders.com/t/9f3ce72e/initialconsultaFull Money On Tap episode library: brayshawfinancial.com/money-on-tapContact UsPhone: 855-226-8551Email: info@yourmoneyontap.comOffice: 116 South River Road, Bedford, NH 03110Web: brayshawfinancial.comWhat is the retirement red zone, and why does it matter? The retirement red zone is the roughly ten-year window covering the five years before and the five years after your retirement date. It matters more than almost any other period because of sequence-of-returns risk: a major market downturn while you're beginning to withdraw income can permanently damage the plan, even if the market later recovers. Two people who invest identically but retire a few years apart can end up with opposite outcomes based solely on timing. Navigating the red zone means shifting from maximizing gains to mitigating losses — stress-testing the plan, building a cash runway, rebalancing, diversifying, and adding guardrails like buffered ETFs and guaranteed income.

Charlie and Will break down the crash of Michael Saylor's STRC, IREN's massive 800MW deal in Australia, a critical Zcash soundness bug, Google's massive $80B equity raise for AI, and why Joe Wiesenthal calls this the coldest crypto winter ever. Janusz, former engineer at Electric Coin Company, joins us to talk about a potential Zcash soundness bug and the trade-offs of privacy versus auditability. Plus, Charlie and Will dive into Michael Saylor's STRC asset crash, IREN's massive 800MW data center agreement in Australia, Google's unprecedented $80B equity upsize for AI infrastructure, and why the Texas grid is moving away from the 4CP mechanism. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Saylor's STRC credit dropped 5% to $94. * IREN's total power pipeline exceeds 5GW. * Zcash Orchard pool holds 4.5M locked tokens. Timestamps: 00:00 Start 02:07 STRC down bad 05:03 IREN back to the AUS 13:37 Zcash bug with Janusz 28:20 Google upsizes deal 31:50 Jeff Park tweet 41:15 Joe Weisenthal thread 46:56 ERCOT & 4CP Check out our latest report, “What's a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Download here: https://megawattreport.com/ Subscribe to our newsletter to receive updates for all of our shows and content: https://newsletter.blockspacemedia.com

Anthropic confidentially filed for an IPO that could come as soon as this fall, joining SpaceX and OpenAI in a $4T listing parade. Anthropic expands Mythos access to 15+ countries, Alphabet raises $80B for AI spending, and mathematicians publish a warning declaration on AI. Anthropic says it has confidentially filed for an IPO, which could happen as soon as this fall, joining OpenAI and SpaceX in preparing to go public in 2026 (NYT) Anthropic says it will extend Project Glasswing to organizations in 15+ countries, sources say giving Mythos access to Five Eyes, NATO, Samsung, SK, and others (FT) Alphabet is raising $80B through equity offerings, including a $10B investment deal with Berkshire, to fund AI spending, in one of the largest equity deals ever (Bloomberg) Sixteen mathematicians publish the Leiden Declaration on AI and Mathematics to warn of potential threats to the field, such as around accuracy and reliability (NYT) Learn more about your ad choices. Visit megaphone.fm/adchoices

California primary today. Will Russia stop at Ukraine? Nancy Guthrie is still missing? Axios piece on Trump - Netanyahu call is false. TV Theme Song: Women in Prison. Google announced an $80B capital raise to fund its AI infrastructure buildoutSee omnystudio.com/listener for privacy information.

NJ ICE protestors likely paid. Who leaked the Trump - Netanyahu phone call to Axios? DOJ to cancel $1.776B Anti-Weaponization Fund after fierce blowback from GOP in Congress. Caitlin Clark: “Stephanie White Has My Back, I Ride With Her” Left raging over "Nuclear Family Month" declaration by Governor Mike Braun. Why not get angry over the violence in Indianapolis? Optimism about the Bears coming to Indiana. Today’s Popcorn Moment: Hakeem Jeffries: ‘Not a Single Person Who We Spoke with Yesterday at Delaney Hall Was a Violent Felon’. Kellyanne: They made us disclaim David Duke. I want every single Democrat to step away from Platner. Today on the Marketplace: Living the Trading Places life. Senator Banks: Ryan Mears is a prosecutor gone rogue California primary today. Will Russia stop at Ukraine? Nancy Guthrie is still missing? Axios piece on Trump - Netanyahu call is false. TV Theme Song: Women in Prison. Google announced an $80B capital raise to fund its AI infrastructure buildoutSee omnystudio.com/listener for privacy information.

Hour 1 Segment 1 Tony starts the first hour of the show talking about if the anti-ICE agitators in New Jersey are paid. Hour 1 Segment 2 Tony talks about FIFA World Cup soccer scams beginning. Tony also talks about the rise of Ebola. Hour 1 Segment 3 Tony talks about primary elections going on in multiple states, including the governor race in California. Hour 1 Segment 4 Tony wraps up the first hour of the show talking about Google seeking #80B for an AI buildout as Berkshire will buy a $10B stake. See omnystudio.com/listener for privacy information.

Hour 1 Segment 1 Tony starts the first hour of the show talking about if the anti-ICE agitators in New Jersey are paid. Hour 1 Segment 2 Tony talks about FIFA World Cup soccer scams beginning. Tony also talks about the rise of Ebola. Hour 1 Segment 3 Tony talks about primary elections going on in multiple states, including the governor race in California. Hour 1 Segment 4 Tony wraps up the first hour of the show talking about Google seeking #80B for an AI buildout as Berkshire will buy a $10B stake. Hour 2 Segment 1 Tony starts the second hour of the show talking about how the Democrats are all in on Graham Platner. Hour 2 Segment 2 Tony plays the latest White House press briefing from Dr. Mehmet Oz. Hour 2 Segment 3 Tony continues to play the latest White House press briefing from Dr. Oz. Hour 2 Segment 4 Tony wraps up the second hour of the show talking about Jill Biden going on The View as she continues to talk about her worries on Joe Biden when he fumbled the 2024 presidential debate. Hour 3 Segment 1 Tony starts the final hour of the show talking more about if the anti-ICE agitators in New Jersey are paid. Hour 3 Segment 2 Tony plays the Marco Rubio hearing from earlier today. Hour 3 Segment 3 Tony talks about musical artists backing out of a Freedom 250 music festival. Hour 3 Segment 4 Tony wraps up another edition of the show talking more about Iran ending peace talks with the U.S. because of Israel. See omnystudio.com/listener for privacy information.

Group Chat News is back with the hottest news of the week including: - Meta cuts 8,000 jobs as Zuck pivots the company hard toward AI - Andrej Karpathy joins Anthropic and what it signals about the AI race - SpaceX IPO drops June 12 — and what Peter Thiel walking away with $80B means - Anthropic, OpenAI and the SPV chaos behind the next round of mega rounds - San Francisco's "AI depression" vs LA's quality-of-life money culture - Jeff Bezos on CNBC pushing for no income tax  - America's #1 pizza chain  - Las Vegas struggles for the middle class as $200 all-inclusive packages return - USA vs Paraguay Club World Cup tickets are dropping  -Plus much more!   Drop us a review and a 5-star rating if you're rocking with the show.    

SpaceX filed publicly for its IPO on Nasdaq, revealing $18.7B in 2025 revenue, billions in losses, and Musk's 85.1% voting control. Anthropic pays SpaceX $1.25B per month for compute. Nvidia beat estimates again, Spotify launches Reserved ticketing, and Waymo suspends service over flooding. SpaceX files publicly for its IPO, choosing Nasdaq to make its debut under the symbol SPCX; Elon Musk's shares give him 85.1% of the voting power in the company (Bloomberg) SpaceX's S-1 reveals Anthropic is paying $1.25B per month through May 2029 under their Colossus compute deal, with a 90-day termination clause (The Verge) Spotify partners with Live Nation to launch Reserved, a new feature that sets aside tickets for the most dedicated fans, starting with Premium users in the US (Hollywood Reporter) Spotify debuts a desktop app for creating personal podcasts, competing with Google's NotebookLM, with support for daily briefings based on email and calendar (TechCrunch) Nvidia reports Q1 revenue up 85% YoY to $81.62B, above $78.86B est., Data Center revenue up 92% YoY to $75.2B, and announces an $80B share repurchase program (Nvidia) Waymo suspends operations in Atlanta and San Antonio as its robotaxis struggle with flooded roads and says it has yet to develop a "final remedy" for flooding (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

A first on CNBC interview with Nvidia CEO Jensen Huang. How he's thinking about everything from sales in China, the company's $80B buyback, to the feasibility of data centers in space. Then, early SpaceX and xAI investor Peter Diamandis breaks down the bull case for SpaceX ahead of what is projected to be the largest IPO in history. And the U.S. government with plans to take stakes in several quantum companies, including Infleqtion, its CEO joins the show with the details.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

NVIDIA reports earnings after the bell as investors watch to see if the AI leader can sustain the semiconductor rally with expected $80B+ revenue. Chuck Zodda and Paul Lane break down the numbers, 10x growth in three years, China sales, and what's next for chip stocks.They also cover:10-year Treasury yields climbing to 4.62%+ on rising inflation expectationsTarget's strong sales beat but 7% stock drop on weak online growthLowe's results and ongoing housing market challengesLive market snapshotPlus, estate planning expert Todd Lutsky joins for Ask Todd, sharing key insights on trustees, beneficiaries, funding trusts, and what to do when you lose a spouse. 

OpenAI debuted personal finance tools via Plaid for Pro users. AI startups generate ~$80B in annualized revenue, with Anthropic and OpenAI capturing 89%. ArXiv cracks down on AI slop, Apple's Siri relaunch may still be a beta, and SF vibes are frenetic. OpenAI debuts personal finance tools for US ChatGPT Pro users, partnering with Plaid to give access to 12K+ financial institutions to analyze spending and more (TechCrunch) Analysis: 34 leading AI startups are generating ~$80B in annualized revenue, up 112% from six months ago, with Anthropic and OpenAI capturing 89% of the revenue (The Information) ArXiv, the repository of preprint academic research, says it will ban authors for a year if their papers have "incontrovertible evidence" of AI-generated work (404 Media) Sources: Apple's revamped Siri may launch in beta, and will have an option to auto-delete chats; Apple plans to add Suggested Genmoji to iOS 27 and iPadOS 27 (Bloomberg) A college senior at Stanford describes how AI has changed classes: cheating using AI "has become omnipresent" with students "fudging just about everything" (NYT) SF vibes are frenetic over the huge divide in outcomes and career uncertainty for software engineers; over 5 years ~10K people in AI attained retirement wealth (X / @deedydas) Learn more about your ad choices. Visit megaphone.fm/adchoices

Bob's Movie Club has your next assignment! ‘There's Something About Mary' starring Ben Stiller and Cameron Diaz is on Netflix! Ted Turner, the “godfather” of 24-hour cable news has passed away at 87. Matty is hyping up a bison sandwich. Would you try it? Chonkers the seal is stealing Bay Area hearts. Hayley Williams is in town this weekend!! Elon Musk says it will cost $80B to put life on Mars. A newspaper clipping from 1954 is going viral because of its reference to teen slang. Bob thinks we should bring some of these back.

Hour 1: Bob's Movie Club has your next assignment! ‘There's Something About Mary' starring Ben Stiller and Cameron Diaz is on Netflix! Ted Turner, the “godfather” of 24-hour cable news has passed away at 87. Matty is hyping up a bison sandwich. Would you try it? Chonkers the seal is stealing Bay Area hearts. Hayley Williams is in town this weekend!! Elon Musk says it will cost $80B to put life on Mars. A newspaper clipping from 1954 is going viral because of its reference to teen slang. Bob thinks we should bring some of these back. Hour 2: GenZ isn't afraid to cancel a subscription. Meanwhile Matty is still paying for a gym membership in Los Angeles. Sting says one of the worst things you can tell a kid is “you don't have to work.” The Hantavirus cruise chip situation is not getting any better. Pope Leo doesn't get special treatment at his bank. The Chipotle CEO says you can just “ask for more!” Hour 3: Kesha is moving to San Francisco! Sarah and Vinnie are on board with whatever Kesha wants - even her one-eyed kink! ‘Elle' is the prequel to Legally Blonde, and Sarah knows one of the leads! Vinnie is really into Daniel Lurie's social media, and he's telling us about the new RESET Center. The Mountain View water crisis has good news. Women are debating: Is it okay for adults to play video games? Hour 4: Send us your problems! Badadvice973@gmail.com. Remember when Olivia Rodrigo had to give Hayley Williams writing credit? Travis Kelce “can't wait” for his wedding. Sabrina Carpenter and Stevie Nicks sang at The Met Gala. Is gambling better or worse than video games? Apple will pay iPhone buyers $250 million for hyping non-existent AI. Societal norms that people are ditching in 2026. Forget a wedding, buy a house! Plus, How Old Is That Guy?

It’s a pivotal year for RNA therapeutics pioneer Ionis Pharmaceuticals. After transitioning from a partnering model to a full-ownership strategy following the 2024 approval of Tryngolza, the company is expecting an FDA decision to expand the drug into severe hypertriglyceridemia as its first non-rare-disease indication for a wholly owned product. Meanwhile, potentially game-changing phase 3 readouts are expected from Ionis’ Novartis-partnered lipoprotein(a) candidate and AstraZeneca-partnered ATTR cardiomyopathy program. In this week’s episode of "The Top Line," Fierce’s Angus Liu interviews Ionis CEO Brett Monia, Ph.D. He discusses the science of antisense oligonucleotides, the significance of the two closely watched upcoming clinical readouts, and what it takes to turn a 30-year-old discovery platform into a full-fledged commercial biotech. To learn more about the topics in this episode: Ionis slashes Tryngolza's price tag by 93% ahead of anticipated label expansion 'It’s going to be huge': The 'diabolical' molecule poised to become biotech's next gold rush AstraZeneca sets sights on 25+ blockbusters by 2030 to fuel $80B revenue ambition As questions swirl around ATTR competition, Alnylam plots path to market leadership for Amvuttra Ionis exec shares method to the Madness after 2026 Drug Name Tournament win Ionis plots FDA filing after rare neurological disease candidate posts phase 3 win See omnystudio.com/listener for privacy information.

️ The Baller Lifestyle Podcast – Episode 614 Hosts: Brian Beckner & Ed Daly Episode Description Brian and Ed are back with a loaded episode covering viral internet chaos, celebrity deaths, bizarre news stories, sports takes, and their signature unfiltered commentary. From the absurdity of the Afro Man police lawsuit to Chuck Norris' hairpiece hypotheticals, nothing is off-limits. They also dive into OnlyFans money, Dave Grohl's therapy schedule, Tom Brady's bizarre tribute timing, and why the metaverse was a massive waste of $80 billion. Plus, listener voicemails, Moneyball debates, and the usual mix of sports and cultural nonsense. ️ Timestamps Opening & Housekeeping 00:00 – Intro, welcome back, Patreon plug02:00 – Bonus content preview (Dave Grohl therapy, fitness routine episode) Afro Man Lawsuit & Viral Moment 04:30 – Afro Man vs. Ohio cops recap07:30 – Viral courtroom clips & “Did Afro Man sleep with your wife?”10:30 – Lemon Pound Cake song & cultural explosion13:30 – Why this felt like a rare “win” story Pound Cake Tangent 16:00 – Office food paranoia & trashing baked goods18:30 – The irresistible power of pound cake ️ Celebrity Deaths Segment (“Who Died?”) 20:30 – OnlyFans owner Leo Radvinsky (43)24:00 – Chuck Norris death discussion + legendary hairpiece debate31:00 – Robert Mueller reaction33:30 – Pro wrestler “Loverboy” Dennis Condrey35:30 – Boston singer Tommy DeCarlo37:30 – Buffy actor Nicholas Brendon39:30 – NYC news legend Ernie Anastos nostalgia44:00 – Eminem DJ Lord Sear45:30 – Back to the Future III bartender actor46:30 – Happy Gilmore actress Carrie Ann Fleming47:30 – House fire tragedy (Jesse Pierce)49:00 – Hiking deaths & “Devil's Backbone” dangers52:00 – Motörhead guitarist Phil Campbell Sports Segment 54:30 – Cam Skattebo: “CTE and asthma are fake”57:30 – Chappell Roan controversy & bodyguard incident1:02:30 – Celebrity culture & security behavior1:05:00 – John Cena Make-A-Wish story1:07:00 – USA baseball team medal controversy1:09:00 – Tom Brady mistakenly eulogizing Tim McCarver1:12:00 – NFL player uses ChatGPT after girlfriend's death Listener Voicemails & Emails 1:14:30 – David calls in (package finally shipped)1:17:00 – Moneyball discussion (book vs. movie)1:20:30 – Marines & “ugly girlfriend = no confidence” debate1:23:30 – Opening Day baseball complaint email Patreon Tease / Transition 1:26:00 – Patreon plug & wrap for free listeners Patreon Segment Preview Dave Grohl & Infidelity 1:27:30 – Grohl going to therapy 6 days a week1:30:00 – Overanalyzing celebrity relationships Tech, AI & Culture 1:32:30 – OpenAI / Sam Altman rant1:36:00 – Darren Lee & ChatGPT crime angle Wild News Stories 1:38:30 – Man decapitates seagull over french fry1:42:00 – Seagull chaos & childhood bird trauma The Metaverse Collapse 1:44:30 – $80B failure breakdown Morrissey Being Morrissey 1:47:00 – Cancelling shows for being “too cold” Internet & Society 1:49:00 – Anti-masturbation app data leak1:51:00 – Florida cousin marriage law fails Key Topics Afro Man vs police lawsuit fallout Chuck Norris legacy (and hairpiece mystery) Celebrity deaths roundup Sports stupidity & viral moments Tech billionaires & AI criticism Metaverse failure Wild news stories & listener calls Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sign up for Practi, a new platform that helps law firms use subscription billing.Here are the top 5 takeaways from this episode:1. The Billable Hour Will Decline Within 5 Years. AI automation will eliminate at least 30% of associate hours with certainty - work like document review, diligence, and drafting that AI already handles well. The billable hour model is fundamentally incompatible with AI-driven efficiency gains, forcing law firms to transition to alternative pricing models.2. Law Firms Must Invest in R&D Now. Most law firms operate on a cash basis optimized for profit-taking, with no budget for research and development. To survive the AI transformation, firms need to adopt a “Netflix mindset” - building infrastructure for a future that doesn't exist yet rather than over-indexing on immediate ROI. The return on investment during this transition period is learning.3. The Law Firm Partnership Model Must Evolve. To compete in an AI-enabled future, law firms will need as many (or more) non-lawyers than lawyers - data scientists, AI engineers, QA specialists, and change managers. The current partnership model can't attract and retain this talent through stock options or proper governance structures, necessitating a shift toward C-corp structures with outside capital.4. Subscription Models Are the Future of Legal Pricing. When AI eliminates the ability to bill for time savings, subscription-based pricing becomes the logical alternative. Lawyers who aren't billing by the hour are immediately incentivized to invest in efficiency tools and automation, creating a competitive advantage as the profession transforms.5. Legal AI Companies Will Displace Law Firm Revenue. Companies like Harvey and Legora need to displace significant law firm revenue for their valuations to make sense - Harvey's $8B valuation requires an eventual $80B outcome. They're already selling directly to law firm clients, positioning themselves to deliver legal services rather than just legal technology, fundamentally disrupting the traditional law firm model.__________________________Want your question to be answered on a future show? Fill out this short survey.Check out Infodash.Sign up for Paxton, my all-in-one AI legal assistant, helping me with legal research, analysis, drafting, and enhancing existing legal work product.Get Connected with SixFifty⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a business and employment legal document automation tool.Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Gavel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, an automation platform for law firms.Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Law Subscribed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to subscribe to the weekly newsletter to listen from your web browser.Prefer monthly updates? Sign up for the Law Subscribed Monthly Digest on LinkedIn.Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mathew Kerbis'⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ law firm ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscription Attorney LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Want to use the subscription model for your law firm? Click here to sign up for a new platform that helps law firms use subscription billing. Get full access to Law Subscribed at www.lawsubscribed.com/subscribe

Hey, Alex from W&B here

Welcome back to the Alt Goes Mainstream podcast.Today's episode brings infrastructure investing to life — literally.We sat down in and walked through one of Stonepeak's data center assets with Managing Director and CEO of SP+ INFRA, Cyrus Gentry.Cyrus has played an integral role in Stonepeak's rapid ascent as a firm and the growth of its wealth solutions business, Stonepeak+, joining early in the firm's history and helping the firm grow to approximately $80B in AUM.Cyrus brings a private equity perspective to infrastructure investing. Prior to Stonepeak, he held investing roles at BC Partners and Advent International. He also serves as one of the Church Commissioners for the Church of England, who hold responsibility for managing the Church's £11.1B permanent endowment fund.Cyrus and I had a fascinating and thought-provoking discussion about infrastructure investing and why and how it can fit within a wealth client's portfolio. We covered:How Cyrus' background in private equity investing has transferred over to investing in infrastructure.The opportunity and risks of data center investing.The risk of overbuilding in data centers.Why location matters for data centers.What makes interconnection data centers attractive data center assets.How Cyrus and Stonepeak have built their wealth solutions business and how they've endeavored to be different in how they've built out the business.How Stonepeak's wealth business is a reflection of the firm's DNA.Thanks Cyrus for coming on the show to share your expertise, wisdom, and passion for infrastructure investing and working with the wealth channel.Show Notes00:00 Introduction and Sponsor Message01:57 Welcome to the Alt Goes Mainstream Podcast02:04 Introducing Cyrus Gentry and Stonepeak00:00 Introduction and Sponsor Message03:25 Cyrus's Journey from Private Equity to Infrastructure04:56 Understanding Infrastructure Investing06:10 The Importance of Moats in Infrastructure06:57 Differences Between Private Equity and Infrastructure07:38 Stonepeak's Growth and Strategy09:06 Specialization in Infrastructure Investment09:54 Balancing Long-Term Horizons with Industry Changes11:15 The Role of Data Centers in Modern Life14:43 Investment Perspectives on Connectivity15:55 Challenges in Infrastructure Investing17:10 Executing Value Creation Plans19:06 Structured Capital in Infrastructure Deals21:17 Trends and Scale in Infrastructure Investment22:43 Patience and Discipline in Investment23:34 Global Expansion and Strategy Diversification24:09 Collaborative Approach with Corporates24:42 Capital and Problem Solving25:02 Building Stonepeak Wealth Solutions25:30 Infrastructure Asset Class Benefits25:47 Strategic Planning and Vision26:05 Creation of Stonepeak-Plus26:15 Early Discussions on Wealth Business27:32 Team Dynamics and Entrepreneurial DNA27:59 Understanding the Wealth Market28:56 Educating Investors on Infrastructure29:50 Allocating Infrastructure in Portfolios30:07 Global Perspectives on Infrastructure32:18 Learning from Institutional Investors33:19 Common Questions from Wealth Channel34:02 Mega Trends and Investment Strategies34:46 Core, Core Plus, and Value Add Assets36:12 AI and Data Centers40:20 Power and Energy in Data Centers42:34 Local and Global Investment Strategies44:12 Geopolitical Risks and Infrastructure46:36 Lessons Learned and Future OutlookEditing and post-production work for this episode was provided by The Podcast Consultant.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.

In this episode of The Metrics Brothers, hosts Ray “Growth” Rike and Dave “CAC” Kellogg provide a critical deep dive into the 2025 SaaS Benchmark Report published by High Alpha. Known for their analytical, and sometimes "crusty" approach, the metrics brothers dissect the data behind 800+ SaaS companies to separate real market trends from report commentary.Key Highlights & BenchmarksThe brothers break down the report's most significant findings with their signature skepticism regarding "correlation vs. causation."The AI Growth Premium: Companies with AI at their core are growing significantly faster than those using AI as a supporting feature. For instance, in the $1–5M ARR band, AI-core companies achieved a median growth of 110%, compared to 40% for their peersThe "Lean Team" Era: Efficiency is surging as headcount falls. Median revenue per employee has jumped to $129K–$173K, with top-tier public companies hitting over $283K. The hosts note that engineering and support have seen the largest headcount reductions due to AI automationVenture Rebound (with a Caveat): While quarterly VC deal value has returned to near 2021 levels (~$80B), the capital is highly concentrated. Over half of all VC funding is currently flowing into AI startups, often in massive "mega-rounds."In-Office vs. Remote: For the second consecutive year, the data suggests that in-office or hybrid teams are growing faster (42% median) than fully remote teams (31% median).As always, Ray and Dave offer practical advice for founders and GTM leaders:"Read the data, but watch out for the commentary." While the data is good, some commentary and conclusions in the report imply causation where there is at best some level of correlation, such as why companies stay private longer or how AI "drives" growth.Retention is King: The strongest growth outcomes are found where high Net Revenue Retention (NRR) meets short CAC payback periods.Outcome-Based Pricing: The brothers highlight the shift toward outcome-based and hybrid pricing models as a primary driver for best-in-class NRR in 2025.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Solar Dominates 2025 Energy Additions; Nuclear Sees Major Expansion Welcome to our weekly Renewable Energy Briefing! Stay informed on the latest industry trends.  Episode #38 Briefing Highlights: -U.S. government and Westinghouse in $80 billion deal for new nuclear power  -Global Infrastructure Partners (GIP) in a massive deal to acquire utility giant AES  -New federal report shows solar made up almost three-quarters of all new power in 2025 (19GW) -Federal government cancels $7 billion for low-income solar; over 20 states are now suing Solar continues its dominance in 2025, accounting for 19 GW of the 26 GW of new U.S. energy capacity added this year. Meanwhile, the nuclear renaissance accelerates as the U.S. government and Westinghouse announce an $80B deal that reshapes the future of baseload power. Benoy and David break down the biggest transactions—including GIP's acquisition of AES—and the implications of federal policy changes, such as the Trump administration canceling $7B in solar grants aimed at low-income communities. Get the clean energy insights you need in five minutes. Join us for a comprehensive analysis that combines expert commentary with up-to-the-minute news, offering you a strategic overview of the renewable energy market. Don't miss out on the crucial details that can impact your investment decisions. Tune in weekly for your essential dose of Renewable Energy insights! Host Bio: Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions.   Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental  commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.   As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio.   Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund.   Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Connect with Benoy on LinkedIn: https://www.linkedin.com/in/benoythanjan/ Learn more: https://reneuenergy.com https://www.solarmaverickpodcast.com     Host Bio: David Magid David Magid is a seasoned renewable energy executive with deep expertise in solar development, financing, and operations. He has worked across the clean energy value chain, leading teams that deliver distributed generation and community solar projects. David is widely recognized for his strategic insights on interconnection, market economics, and policy trends shaping the U.S. solar industry. Connect with David on LinkedIn: https://www.linkedin.com/in/davidmagid/   If you have any questions or comments, you can email us at info@reneuenergy.com.  

US equities finished mostly higher in Tuesday trading, though came off best levels into the close. There were more headlines about easing US-China trade tensions as the market gets more comfortable with the escalate to de-escalate narrative. There was more strategic M&A today following more than $80B dollars in announced deals on Monday.

Summary del Show: • Wall Street sube mientras los inversionistas celebran resultados corporativos y esperan la Fed. • $PYPL salta 15% tras integrarse con ChatGPT de OpenAI y elevar su guía anual. • $CCJ y $BAM anuncian un acuerdo nuclear de $80B con el gobierno de EE.UU. • $UBER invierte en las próximas IPOs de conducción autónoma de $PONY y $WRD.

Shai Wyborski is one of the three co-authors of the GHOSTDAG paper, and a man who takes pride in his independent thinking and divergent approach to research. As a PhD in quantum cryptography, he's got lots of knowledge to share. But by virtue of his involvement in Bitcoin and Kaspa, he's got stories to tell too. What does the future of Proof of Work look like? Let's find out! Time stamps: 00:01:09 - Welcoming Shai Wyborski 00:01:28 - Dig into GhostDAG; most interesting PoW scaling tech. 00:04:44 - Shai's BTC opinions over time 00:05:21 - How Shai spent BTC on "creativity fuel" (undisclosed). 00:06:31 - Disenchantment: Steam drops BTC (congestion/volatility); SegWit "tyranny" births BCH. 00:10:47 - Rejects SoV; BTC as "decentralized vault" for eternal data archiving. 00:15:44 - BTC probs: Low TPS; LN fails. 00:16:15 - Kaspa suite: Beyond TPS/confirmations. 00:16:59 - Tradeoff: High throughput → no audit; pruning for 10-30yr trust. 00:18:40 - GhostDAG multi-ledger: Parallel processing, flexible tx order. 00:19:45 - Miners: Partial info cuts selfish mining/MEV. 00:20:42 - Enables auctions/oracles (Elliot Mabe block-voting). 00:21:40 - Debunks PoW myths: BTC artifacts (congestion for fees). 00:22:15 - Kaspa: Paradigm shift proof; lessons from protocols. 00:23:24 - Flaw: Fast emission + fair launch = whale buyout. 00:23:49 - Fair ≠ community; coercion w/o social contract. 00:25:10 - Whales fund → control; monetary world nature. 00:27:46 - Balance: Incentives, explicit contracts. 00:30:31 - Mining phases: CPU/GPU/ASIC stages; ultra-ASIC decen lock. 00:32:22 - ASIC-friendly: Cheap/low-power scale. 00:32:47 - Emission: Heavy early; ASICs 80-90% pre-retail. 00:34:29 - Full supply lifetime; tail short?00:35:28 - BTC emission extend 2-4x for social good. 00:37:27 - Kaspa whales: 3 hold 6% ($100M), foundation collusion. 00:38:27 - Kaspa emission: 60% in 1.5yrs emulates BTC adjusted for fast adoption. 00:41:16 - Guitar jam & sponsors.SideShift.ai: KYC-free swaps. NoOnes.com: P2P global south, "lions" mission. Bitcoin.com News: global views. LayerTwo Labs: Drivechains, ETH/Zcash sides. 00:46:49 - Kaspa drivechain?; WBTC custody risks. 00:48:33 - Citrea: ZK-rollup BTC DeFi. 00:49:27 - Alts: Quai grant, Kadena parallels. 00:50:47 - Parallel sec dilution. 00:52:03 - Quai: Selfish mining fixes, Monero 28% vuln. 00:53:01 - Monero RandomX ASIC-hostility. 00:54:02 - PoW specialized non-wasteful. 01:00:00 - Myths: Scalable, non-congested, decentralization. 01:15:00 - Casino stifles ingenuity; hype vs depth (IOTA rush). 01:30:00 - Funding: Retail quick vs VC long (Mobileye 20yr $80B). 01:45:00 - Game theory: Mechanism design incentives. 02:00:00 - Kaspa risks: Whale control, docs issues. 07:00:00 - Music: Beatles Sgt. Pepper post-Pet Sounds. 07:15:00 - McCartney bass; prog Floyd/Crimson.07:30:00 - Pet Sounds "God Only Knows" acapella. 07:43:02 - Pop→exp; Helter Skelter metal. 07:45:36 - Metal thrash/extreme; stoner Pantheon I. 07:47:41 - HS Pantera/prog/funk.07:49:51 - Concerts: Aristocrats, AC/DC; Dylan regret. 07:52:39 - Misses: Jethro Tull/Motörhead; Bon Jovi meh. 07:55:16 - Grunge: Nirvana In Utero, Soundgarden. 07:58:11 - Smashing Pumpkins trilogy; Corgan drama. 08:00:00 - Timeless tees; Doors sloppy; Zep Moby Dick. 08:02:40 - Zappa Inca Roads/Stink-Foot. 08:07:19 - AI scans/drones; govt bans. 08:12:08 - Radical: Vault, SoV, ultra-ASIC. 08:14:02 - PoW scalable/non-wasteful.08:15:00 - Fair vs community; casino timing punish. 08:17:40 - Narratives over fundamentals; retail vs VC. 08:21:07 - Record 8h21m+; ramble praise. 08:21:50 - Q&A: Kaspa 10yr alive, adapt. 08:22:24 - Beatles Kaspa? Pruning no. 08:23:44 - Game theory mechanism design. 08:26:09 - Work: Consulting, patents, Tectonic quantum.08:29:23 - Quai edu grant, freelance. 08:31:17 - KAS +3% pump; past dumps. 08:31:58 - Quai minor pump; negative effects. 08:33:34 - First interview 0.15→0.5¢; 13 KAS dons. 08:34:21 - Jam: Theme rock, lag. 08:38:07 8h39m record! Sponsors recap. 08:40:00 - Next interview with Val Venis on Monero/WWF; banter.

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with two executives who have helped to build one of the industry's leading alternative asset managers.In Permira Part 2, Brian Ruder joins his Co-Managing Partner and Co-CEO Dipan Patel in Permira's London office to discuss the firm's evolution and how the business has grown to over €80B in AUM.Both Brian and Dipan bring deep backgrounds in private equity investing to bear as they now lead the firm through its next phase of growth.Brian joined Permira in 2008 after working as a Partner at Francisco Partners. He's Co-Managing Partner and Co-CEO of Permira, also serving on the firm's Executive Committee and the buyout funds' Investment Committee. He was instrumental in building the firm's Technology sector team, which he co-led until 2023 where he worked on a number of the firm's notable transactions, including Ancestry, Genesys, Informatica, LegalZoom, Magento, McAfee, Relativity, Zendesk, and more.Dipan joined Permira from Gores Group and is Co-Managing Partner and Co-CEO of the firm. He serves on Permira Holdings Limited Board and Permira's Investment Committee and Executive Committee. He's focused on technology and services investing, working on deals such as Renaissance Learning, Informatica, Axiom, Adevinta, AllTrails, Ancestry, LegalZoom, and more.Brian, Dipan, and I had a thought-provoking conversation about what it takes to build and run a scaled alternative asset manager and how to differentiate a firm and a culture. We discussed:How the firm's beginnings have shaped the culture that has been built and how that culture has permeated how they make investment decisions, work with companies, founders, and LPs.The benefits and challenges of the collaborative leadership model.How would an LP underwrite Permira's culture?How the firm's European heritage helps as an investor.The opportunity set in Europe.The investment culture at Permira and how its structure and set up helps investment processes and decision-making.Why software buyouts have become a larger part of the buyout investing landscape.The Growth vs. Buyout mindset.The advantage for technology forward incumbents.How AI is impacting software investing and how AI is impacting services businesses.The thought process behind launching a wealth solutions business, Permira Wealth, and how it reflects the culture of the firm.Thanks Brian and Dipan for coming on the show to share the evolution of Permira and your expertise and wisdom in private markets.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:18 Welcome to Alt Goes Mainstream01:56 Introducing Brian Ruder and Dipan Patel04:44 Private Equity and Technology04:54 Brian's Career Journey06:51 Dipan's Career Journey11:44 AI's Role in Modern Investing12:38 AI in Services and Technology13:27 Permira's Sector-Focused Approach13:54 AI's Broader Impact on Industries17:27 Leadership and Innovation in Private Equity18:49 Underwriting Deals in the AI Era18:53 Importance of Market Leadership21:58 Technology Forward Incumbents24:00 Permira's Continuous Innovation24:26 Building the Business of Permira24:36 Dipan's Perspective on Firm Growth25:35 Core Values and Their Impact26:39 Investment Strategies and Sector Focus27:19 Fluid Team Dynamics28:04 Growth vs. Buyout Mindset29:45 Long-Term Investment Philosophy30:29 Driving Terminal Value30:50 Optimizing Long-Term Profitability31:55 Case Studies: Informatica and Ancestry.com32:58 Skillsets for Growth-Oriented Investing33:26 Assessing Long-Term Outcomes34:09 Empowering Long-Term Thinking34:30 Big Picture Thinking in Investments38:05 Co-Leadership Model39:38 Challenges of Co-Leadership40:37 Permira's Entrepreneurial Culture43:14 Diversifying Capital Base44:58 Educating the Wealth Channel46:29 Permira's Brand in the Wealth Channel47:10 Future Evolution of PermiraEditing and post-production work for this episode was provided by The Podcast Consultant.

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with one of the executives who has helped to build one of the industry's leading alternative asset managers.We sat down in Permira's London office with Co-CEO Dipan Patel to discuss the firm's evolution and how the business has grown to over €80B in AUM.Dipan brings a deep background in private equity investing to bear as he and his Co-CEO Brian Ruder now lead the firm through its next phase of growth.Dipan joined Permira from Gores Group and is Co-Managing Partner and Co-CEO of the firm. He serves on Permira Holdings Limited Board and Permira's Investment Committee and Executive Committee. He's focused on technology and services investing, working on deals such as Renaissance Learning, Informatica, Axiom, AllTrails, Ancestry, LegalZoom, and more.Dipan and I had a thought-provoking conversation about what it takes to build and run a scaled alternative asset manager and how to differentiate a firm and a culture. We discussed:The founding story of Permira and the evolution of the firm since spinning out of Schroder Ventures in 1996.How the firm's beginnings have shaped the culture that has been built and how that culture has permeated how they make investment decisions, work with companies, founders, and LPs.How would an LP underwrite Permira's culture?How the firm's European heritage helps as an investor.The opportunity set in Europe.The investment culture at Permira and how its structure and set up helps investment processes and decision-making.Why software buyouts have become a larger part of the buyout investing landscape.How AI is impacting software investing and how AI is impacting services businesses.Why the firm has expanded into credit.The thought process behind launching a wealth solutions business, Permira Wealth, and how it reflects the culture of the firm.Thanks Dipan for coming on the show to share the evolution of Permira and your expertise and wisdom in private markets.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus01:55 Welcome Back to the Alt Goes Mainstream Podcast02:03 Introduction to Permira and our guest, Dipan Patel03:47 Discussion on Distributions and Market Conditions04:19 Selling A-Grade Businesses in Current Market05:03 Flight to Quality in Times of Stress06:07 Reflecting on Career and Lessons Learned06:29 Early Career Experiences at Arthur Andersen and Lehman Brothers07:29 Impact of Early Career on Leadership Style09:04 Challenges in Today's Investment Environment10:15 Underwriting in Unpredictable Times10:45 Locating Good Companies for Investment14:31 Importance of Market Leadership14:59 Partnering with Founders and Executive Teams16:22 Permira's Co-Leadership Model19:49 Investment Decision Process at Permira21:02 Underwriting Character in Executives22:54 Permira's Organizational Character and Culture23:29 Understanding Organizational Culture23:54 Thriving in Chaos: The Concept of Anti-Fragility24:51 Capital Flows in Private Markets25:26 Developing Investment Theses25:54 Strategic Exit Channels26:24 Supply Creates Its Own Demand27:24 The Necessity of Access to Private Markets28:10 Managing Stress Moments in Private Markets28:50 Navigating Industry Evolutions29:20 Focusing on Core Strengths30:09 Balancing Growth and Differentiation31:21 Investing in Growth and Buyout Businesses32:26 Synergies Between Growth and Mature Businesses33:38 Risk Spectrum in Investments34:27 Understanding Runway and Market Position35:42 Disruption vs. Destruction in AI36:49 Investing in Platform Shifts37:58 Control and Duration in Private Equity39:08 The Role of AI in Incumbent Success40:25 Cultural Adaptability to AI42:21 Specialism vs. Generalism in Investing43:56 Professional Services and AI45:27 Future Investment Ideas46:34 Mission Critical Investing47:28 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.

Sir Ronald Cohen is not your average climate investor. In 1972, he co-founded one of Europe's first VC funds, which became Apax Partners, now with €80B+ deployed in private equity and venture capital.At 60, he had a realization:“I didn't want my epitaph to read: ‘He delivered a 30% annual return.' I had always known that life should have a greater purpose.”Since then, he's spent two decades reimagining what finance can be, and asking what it should become. And so I asked him: Is venture capital the right instrument to solve climate change?***In this conversation:Why risk–return–impact outperforms traditional investingHow impact accounting could reshape global portfoliosWhy public markets are shrinking (and what that means for climate exits)How to measure impact in dollars, not just KPIs…and much moreWhether you're an investor, founder, or just curious about the future of finance, this is one you won't want to miss.***Links:Sir Ronald CohenImpact (Sir Ronald's Book)***Episode guide:(00:00) Introduction(01:23) The case for impact VC(09:23) Fund structures and patient capital(16:40) What makes a company truly impactful?(24:04) Portfolio rotation is coming(33:28) This will change all of finance(35:12) Closing: Are you optimistic? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit climateventuresvco2.substack.com

Most founders think you need to be technical to build a billion-dollar company. But some of the world's biggest tech giants were started by people who never wrote a single line of code. In this episode, Sophia Matveeva unpacks the journeys of four non-technical founders who rewrote the rules of business. In this episode, you will hear: How Steve Jobs proved that design instincts can beat coding skills Why Jack Ma's 30 job rejections became his unfair advantage in building Alibaba The broke rent payment that sparked Airbnb's $80B global empire What Katrina Lake's Stitch Fix IPO teaches about trusting customers over investors Resources from this Episode https://www.techfornontechies.co/blog/how-companies-really-use-ai  FREE CLASS:  Build a Startup WITHOUT Learning to Code  https://www.techfornontechies.co/freeclass   Growth Through Innovation If your organisation wants to drive revenue through innovation, book a call with us here. Our workshops and innovation strategies have helped Constellation Brands, the Royal Bank of Canada and Oxford University. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you. For the full transcript, go to https://www.techfornontechies.co/blog/269-4-non-technical-founders-who-built-billion-dollar-tech-empires  

For Bill McDermott, work has never been just a job.On this Labor Day rerun of Grit, first published Jan 9, 2023, the ServiceNow CEO reflects on what he learned from his earliest jobs and how he carried those lessons from a deli counter in Long Island to the boardroom of an $80B software company.We cover:Why Bill bought a deli when he was in high school — and how he competed against 7-Eleven (04:00)Interviewing at Xerox and wanting it more than anyone else (08:17)Unwavering optimism and being a source of strength for others (12:34)How a love of work has shaped Bill as a person (16:44)Facing challenges and keeping a promise to his father (22:00)Enjoying the present and keeping an eye on the future (30:01)Leaving Xerox for Gartner and learning from a tough experience (33:29)Sloan Kettering and Father Michael Judge (39:22)Following the “original dream” vs. building something new at ServiceNow (44:59)Losing an eye and getting a pep talk from two Medal of Honor winners (51:15)Why Bill started and ended his book with quotes from two Kennedys (01:01:21)Connect with BillXLinkedInConnect with JoubinXLinkedInEmail: grit@kleinerperkins.com Learn more about Kleiner Perkins

AI Daily Rundown: August 28, 2025Listen at https://podcasts.apple.com/us/podcast/ai-daily-news-rundown-openai-and-anthropic-test-each/id1684415169?i=1000723917547Hello AI Unraveled listeners, and welcome to today's news where we cut through the hype to find the real-world business impact of AI.Today's Headlines:

In this episode of The Church Planting Podcast, host Greg Nettle welcomes Mark DeYmaz, founding pastor of Mosaic Church in Little Rock and a leading voice in the multiethnic church movement. Mark pulls back the curtain on how his church is thriving through missional vitality and church economics—generating revenue, leveraging real estate, serving the poor, and reaching their community with tangible expressions of the Gospel. Topics include: The three-legged church model (spiritual, social, financial). How Mosaic transformed a Kmart into a 100,000 sq. ft. center of ministry and enterprise. Why your church needs a nonprofit arm to access grants (including $80B in opioid funds available through 2038). The importance of long obedience in the same direction. Real stories of hope—including a homeless community preaching courage back to Mark. Helpful resources: Mosaix Network — conferences, coaching, and content Mark's books on Amazon Midtown Event Center – Mosaic's multi-use space This is a masterclass in leadership, sustainability, and Gospel innovation. A must-listen for every church leader looking to thrive in the 21st century. 01:00 - Mark's upcoming book on the Prayer of St. Francis 02:45 - Overview of Mosaic Church's mission and context 04:00 - Economic challenges of inner-city churches 06:00 - Transforming a former Kmart into a ministry hub 08:00 - “That is the church” — redefining what church looks like 09:00 - How to get started: shifting your mindset 10:00 - The 3-legged church model: spiritual, social, financial 12:00 - Creating a nonprofit to apply for grants 14:00 - Rethinking biblical stewardship 15:30 - Grants, real estate, and income strategies 17:00 - Opioid nexus grant: $80B available through 2038 18:30 - Mosaix Network and national conference 20:00 - Why it's the premier multiethnic church conference 21:00 - What excites Mark most about the future of church 22:00 - Matthew 5:16 and the power of visible good works 23:30 - Why sustainability takes 7–10 years (or more) 24:30 - Faith and tears: a homeless community encourages Mark 26:30 - Final thoughts and encouragement for church planters

Shoot us a Text.Episode #1112: Carvana's stock hits jaw-dropping highs while negative equity haunts car buyers. At the same time, a new report says Gen X may quietly be the most powerful consumer group of the next decade.Show Notes with links:What once seemed like a dying online used‑car startup has roared back. Carvana's share price hit an all‑time high in late July 2025—up over 10,000% from the December 2022 bottom—while short-sellers suffered nearly $7.42 billion in losses.Q2 2025 sales hit $4.84 billion, up 42% year-over-year. Retail units sold jumped 41% to 143,280; wholesale units rose 44.5% to 72,770.Net income surged to $308 million with record profit margins across the board.Traditional peers have seen modest stock gains by comparison — AutoNation is up about 80% and Lithia around 44% — with CarMax actually down roughly 7% in the same period.CEO Ernie Garcia III called Carvana “the fastest‑growing and most profitable automotive retailer.”“This rally…is one of the most spectacular recoveries in modern market history,” said Dave Mazza, CEO of Roundhill Financial.A growing share of U.S. car buyers are finding themselves stuck in negative equity, with Edmunds reporting the average underwater loan balance at $6,754 in Q2 2025 — one of the highest levels seen in years.26.6% of new‑car trade‑ins were upside down, a four‑year high.Average negative equity climbed to $6,754, up $500 from 2024.Nearly one in three underwater trade‑ins carried $5,000–$10,000 in debt.The average monthly payment for these buyers hit $915 — $159 above the industry average.Edmunds' Ivan Drury warns: “Many are at risk of getting stuck in a cycle of debt that only grows harder to break over time.”While millennials and Gen Z grab headlines, new research shows Gen X — those born between 1965 and 1980 — may be the most influential consumer group of the next decade.Gen X is set to remain the world's highest-spending demographic through 2033.In 2025 alone, they're projected to drive $507B in food and beverage sales, $80B in beauty, and $42B in alcohol.Nearly 40% use AI assistants for shopping recommendations, defying “tech-averse” stereotypes.72% prefer name brands over private label, bucking the store-brand trend.“Gen Xers are the gatekeepers of trillions in spending, effectively serving as the CFOs of three generations,” said Wolfgang Fengler of World Data Lab.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

In this episode of "Normal World," Dave Landau (joining via Neuralink through the beaver) sits in with 1/4 Black Garrett, Angela, and guest Gerard Michaels to take on Pete Buttigieg, $80B in DEI programs, and why America's airports still run on floppy disks while flights are delayed and bridges crumble. They break down Joey Swoll's Hulk Hogan costume apology, how online mobs demand fake contrition, and why you should “post and walk away.” A mischief night pumpkin-smashing story turns into a Hulk Hogan flex that helps them avoid a felony and sparks a rant about cancel culture. From there, the conversation jumps to Sydney Sweeney backlash, American Eagle's clapback, Doja Cat's trolling, Lena Dunham vs. Odell Beckham Jr., Meghan Markle's podcast cringe, and AOC's “Jenny from White Plains” image, showing how comedy is beating outrage. They skewer the “possibly white” headlines around a Cincinnati jazz festival beatdown, highlight Gen Alpha's pushback against woke conformity, and dig into why trades, family, and independence have become the new rebellion, how the debt trap kills purpose, and the cultural cost of two-income households. It all wraps up with Somalia jokes and a list of things they would rather do than picture Justin Trudeau and Katy Perry together. Sponsors Craftco- Flying Ace Forget gimmicks—Flying Ace Bourbon is bold, balanced, and built for people who still believe in doing things right. Order at https://flyingacespirits.com/ with code BLAZE for free shipping. Learn more about your ad choices. Visit megaphone.fm/adchoices

Shoot us a Text.Episode #1097: In today's episode, we dig into why the Alliance for Automotive Innovation and NADA are in disagreement on state franchise laws, Stellantis' quiet hydrogen retreat, and why pop-up shops are punching above their weight in modern retail strategy.The Alliance for Automotive Innovation has called on the DOJ to review state franchise laws, sparking a fierce response from NADA and highlighting long-standing tensions between OEMs and dealers.The Alliance argues some franchise laws create unnecessary costs, ultimately hurting consumers and competitiveness.The letter targets laws restricting new dealership locations and third-party time guides for warranty work.NADA President Mike Stanton labeled it a “broadside attack” and called for a unified defense of the franchise model.Don Hall, CEO of VADA, said: “If there is such a thing as a holy war in the franchise world, it's a holy war.”In response to backlash, John Bozzella, President of the Alliance clarified: “We support the dealership franchise model. Period. Full stop.”Stellantis is backing away from hydrogen-powered vehicles, shelving its fuel-cell van program as infrastructure and economic realities dim the tech's near-term future.The automaker will no longer launch its hydrogen-powered Pro One vans originally planned for France and Poland.Stellantis cited poor infrastructure, high costs, and low midterm viability for light-duty hydrogen vehicles.R&D resources will be redirected toward electric and hybrid vehicle development.Staff at impacted plants will be reassigned, and the company is reassessing its stake in hydrogen joint venture Symbio.“The hydrogen market remains a niche segment, with no prospects of midterm economic sustainability,” said COO Jean-Philippe Imparato.Pop-up retail is evolving from a buzzy trend to a proven strategy, with brands large and small embracing short-term storefronts to build awareness, test products, and drive limited-time sales.U.S. pop-up shops generate ~$80B annually, with projections hitting $95B by 2026.80% of retailers who've opened a pop-up call it a success; most spend under $5,000 to launch.Goals include building brand awareness (66%), deepening customer connection (63%), and launching products (46%).Retailers range from e-commerce-only to full brick-and-mortar operations.As Sarah Rudge wrote: “Pop-up shops have become more than just a retail trend — they're now a strategic tool.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Vlad Tenev is the Founder and CEO of Robinhood, the greatest story on Wall St of the last decade. In the previous 18 months, Robinhood has increased its net revenue by 58% to nearly $3B; a $500M loss in 2023 turned into a $1.1B profit in 2024. Robinhood's stock is up roughly 4x, lifting their market cap to north of $80B. Today, Robinhood has nine lines of business that do over $100M in revenue.  Agenda:  00:00 – “Tokenization Is The Biggest Innovation in Finance” 03:28 – How Robinhood 4x'd Its Market Cap in 8 Months 06:40 – AI Writes 50% of All Net New Code at Robinhood 10:02 – Why Robinhood Built a Secret ChatGPT for Support 12:11 – The One Customer Type That Transformed the Business 15:29 – “CoreWeave Is Retail's Way Into AI” — The Meme Stock Defense 18:05 – Inside Robinhood's Tokenized Private Shares Product 21:23 – “Capital as a Service” — Vlad's Wild Vision for Startup Fundraising 24:10 – The $100M Revenue Line Vlad Wishes He Could Kill 26:45 – Robinhood Is Building... Cash Delivery Trucks?! 29:55 – “We Were Shipping Nothing”: Vlad on the 2020–2022 Culture Crisis 33:20 – What Line of Business Will Be the Biggest For Vlad in 5 Years Time 35:11 – The One Competitor Vlad Actually Respects 36:55 – From Men's Health to Japanese Toilets: Vlad's Weirdest Quickfire Yet 38:40 – “I Was in the Dumps”: What 2022 Taught Vlad About Resilience 40:00 – Where Robinhood Is Headed: The Next Decade of Financial Infrastructure    

Linktree: ⁠https://linktr.ee/Analytic⁠Become A Patron Of The Notorious Mass Effect Podcast For Additional Bonus Audio And Visual Content For All Things Nme! Join Our Patreon Here: ⁠https://ow.ly/oPsc50VBOuH⁠Notorious Mass Effect with Analytic Dreamz delivers a deep dive into Microsoft's 2025 layoffs in this segment. Analytic Dreamz breaks down the ~9,000 job cuts in July, part of over 15,000 layoffs this year, impacting gaming, sales, and software engineering. Despite $70B revenue and $25.8B profit in Q1, Microsoft is streamlining, investing $80B in AI to boost efficiency. Analytic Dreamz explores the industry trend of flattening management and AI's role, with expert insights and severance details. Tune in for a concise, data-driven analysis of Big Tech's evolving landscape.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley overs the massive Alaska LNG project—an $80B+ energy infrastructure initiative poised to boost U.S. energy security. He contrasts this with California's energy decline under Governor Newsom, calling it a threat to national dominance. He also unpacks banks' bearish $60 oil forecasts, raising doubts about their reliability versus real-world demand. Finally, he explores rising insurance risks tied to EVs after a cargo ship fire, urging stricter protocols. For deeper dives and exclusive analysis, listeners are encouraged to visit EnergyNewsBeat.co and the Substack community.Highlights of the Podcast 00:00 - Intro01:03 - How big is the Alaska LNG Project? Glenfarne says more than 50 firms interested in Alaska LNG project03:45 - The Great Decline of California's Energy Sector – Can the United States be “Energy Dominant” with California dragging the U.S. down?07:24 - The $60 Oil Conundrum: Are Banks the Oracles of Oil Prices?10:24 - Cargo Ship Fire Sparks Concerns Over EV Safety and Insurance Challenges12:47 - OutroPlease see the links below or articles that we discuss in the podcast.How big is the Alaska LNG Project? Glenfarne says more than 50 firms interested in Alaska LNG projectThe Great Decline of California's Energy Sector – Can the United States be “Energy Dominant” with California dragging the U.S. down?The $60 Oil Conundrum: Are Banks the Oracles of Oil Prices?Cargo Ship Fire Sparks Concerns Over EV Safety and Insurance ChallengesFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

En este episodio cubrimos los eventos más importantes tras la apertura del mercado: • Wall Street en pausa por datos clave: Los futuros caen: $SPX y $US100 -0.5%, $INDU -0.3%. Los inversionistas esperan el PPI de abril (+0.2% M/M, +2.5% A/A), reclamos por desempleo (229K esperados) y ventas minoristas planas. También hablará Jerome Powell en un evento sobre marcos económicos. • Boeing alcanza récord histórico: $BA marcó un nuevo máximo intradía en 52 semanas tras recibir un pedido de $96B por 210 aviones de Qatar (787 y 777X). También se sumó un contrato con Arabia Saudita por 20 aviones 737-8. China levantó prohibición de entregas como parte del acuerdo comercial. En la región también se anunciaron inversiones por $80B en tecnología por parte de $GOOG, $ORCL, $CRM, $AMD y $UBER. • DICK'S adquiere Foot Locker: $DKS compra $FL por ~$4.9B. Los accionistas de $FL podrán recibir $24 o 0.1168 acciones de $DKS. Se anticipan sinergias de $100M–$125M. A pesar de ventas comparables +4.5% y ganancias no-GAAP de $3.37 (mejor de lo esperado), $DKS cayó -13% y $FL subió +80% en premarket. • RTX cierra venta récord con Turquía: $RTX venderá misiles por $304B a Turquía: 53 AIM-120C-8, 60 AIM-9X Sidewinder y componentes extra. El contrato busca reforzar la alianza OTAN. Aún requiere aprobación del Congreso. Coincide con la visita de Marco Rubio a Ankara. Un episodio cargado de fusiones, defensa y señales técnicas clave. ¡No te lo pierdas!

En este episodio cubrimos los eventos más importantes tras la apertura del mercado: • Wall Street extiende ganancias por inflación suave: Futuros al alza: $SPX +0.2%, $US100 +0.4%, $INDU +0.1%. El IPC subió solo +0.2% mensual en abril, por debajo del +0.3% esperado. La inflación anual se ubicó en +2.3%, y la subyacente en +2.8%. UBS y Deutsche Bank advierten que el impacto de los aranceles podría sentirse a partir de junio. • Arabia Saudita acelera acuerdos de IA: Wedbush estima que los pactos entre firmas como $NVDA, $AMZN, $AMD y $CSCO con Riad podrían sumar $1T al mercado global de IA en la próxima década. El acceso saudí a chips avanzados contrasta con las restricciones a China. Se anticipan movimientos de $PLTR y $TSLA en la región. • Super Micro cierra megaacuerdo con Arabia Saudita: $SMCI subió 10% premarket tras firmar un pacto de $20B con DataVolt para plataformas GPU y racks de IA en EE.UU. y Medio Oriente. El anuncio se suma a proyectos tecnológicos conjuntos por $80B donde también participan $GOOGL, $ORCL, $CRM y $UBER. • Tesla reactiva producción tras tregua comercial: $TSLA reanuda importaciones de piezas desde China para el Cybercab y el Semi, tras la reducción temporal de aranceles. Iniciará producción piloto en octubre con planes de fabricación masiva en 2026. Morgan Stanley ve a $TSLA como un puente estratégico entre EE.UU. y China. Un episodio clave para entender cómo la tregua comercial y el boom en IA están redefiniendo el mercado. ¡No te lo pierdas!

''Each of us is more than the worst thing we've ever done''... Next week's Second Chance Awareness Event highlights information and resources for individuals rebuilding their lives after incarceration (at 12:28) --- Throwback Thursday: The United States has 4.4-percent of the world's population, but 25-percent of the world's prison population - A critical look at how well-meaning policies created an $80B problem (at 21:43) --- A newly-published study shows that young people start developing unhealthy body image issues much earlier in childhood than you might think... How parents can help them avoid the dangerous consequences of unrealistic expectations (at 43:01)

Watch The X22 Report On Video No videos found Click On Picture To See Larger Picture Thousands of workers at the IRS combined owe a total of nearly 50 million in overdue taxes. Trump's tariffs are working, China is panicking and now they are making fun of American's. Big Fail. Trump confirms the economic target,the Federal Reserve, it is time to end the endless. The [DS] says the quiet part out loud, they are working with AG to try to keep Trump in court for the next four years. Their plan is now failing which means they will be moving to the next phase. Trump's counterinsurgency is building, the MAGA movement is gaining support. Bongino sends another message letting everyone know they are working behind the scenes. This is bigger than anyone can imagine.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/LizMacDonaldFOX/status/1912112506631332319  2,484 IRS contractor employees owed taxes, with 1,729 not on payment plans. Despite the IRS's authority to terminate employees who willfully fail to pay taxes, only 20 of the 70 agents identified as willfully avoiding taxes were terminated. And: Between 2004 and 2024, the IRS identified 1,650 IRS employees who willfully violated tax laws. Offenses included improperly claiming dependents, repeatedly failing to file timely tax returns, and falsely claiming tax credits. Despite a 1998 law mandating termination for such violations, only 39% of the 1,580 employees caught evading taxes between 2004-2013 were fired, resigned, or retired, while 61% received lesser penalties such as suspensions or reprimands. This, as Democrats demanded $80B for 87,000 more agents and workers to audit you to pay for record government overspending. That's now been cut to $38B. https://twitter.com/KobeissiLetter/status/1912086393527951866 https://twitter.com/libsoftiktok/status/1912205461908004882 How come the chinese sound like the Democrats, Calling the people of the US names Taiwan President Sounds Hopeful About First Round of Tariff Talks Taiwan's President Lai Ching-te,  , indicated that the first round of trade talks with the Trump administration has gone "smoothly." That's a hopeful note, especially given that Taiwan is a major manufacturer of semiconductors - which are essential in the operation of almost everything these days. The first round of talks between representatives of Taiwan and the U.S. was held on Friday.   Source: redstates.com https://twitter.com/unusual_whales/status/1912136074618372229   Canada has announced a temporary six-month relief from counter tariffs on U.S. goods used in manufacturing, processing, and food and beverage packaging, effective as of April 15, 2025. This measure aims to ease supply chain pressures and support Canadian industries by reducing costs for businesses reliant on these imports. The relief applies to goods that cannot be sourced domestically or reasonably from non-U.S. suppliers, and in cases where exceptional circumstances could severely impact the Canadian economy.    https://twitter.com/WarClandestine/status/1911868130168647861  No, A 50% Tariff Doesn't Mean A 50% Price-Hike The tariff doomsday machine is roaring again.  This time, it's over talk of a 50% tariff on certain imports. Predictably, the panic-peddlers are out in force, warning that such a tariff means retail prices will skyrocket 50%.     a tariff applies to the transaction value, not the final retail price.  The transaction value is what the importer pays the exporter, plus freight and insurance.  That cost is just the first step in a long supply chain.

Sanjay Datta, CFO of Upstart and former senior finance exec at Google, joins CJ to discuss leadership, scaling, and the future of lending with AI. Sanjay spent 12 years at Google, helping grow it into an $80B global ads business. He sheds light on Google's monetization model, the simplicity of its forecasting, and the power of centralized analytics. He also reflects on scaling Upstart from $10M to $500M, going public, managing investor and employee expectations, and staying agile through macroeconomic shifts.If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.—SPONSORS:Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.Subscript is a modern billing and revenue recognition platform designed for SaaS finance teams that need flexibility and accuracy. From automated invoicing and dunning to compliant, transparent revenue recognition and real-time analytics, Subscript eliminates manual work, reduces errors, and gives you a single source of truth for all your financial data. Book a free demo at subscript.com.Rippling Spend is a spend management solution that handles your entire company's spending in one unified system. It enables you to bring your corporate cards, expense management, bill pay, and more into one place to achieve real-time visibility and uniquely granular control with automated policy controls across every type of spend. Get a demo to see how much time your org would save at rippling.com/metrics.MUFG is the largest bank in Japan and a global banking powerhouse with a focus on empowering Growth and Middle Market stage companies in North America and Europe. MUFG provides comprehensive banking services for VC-backed, PE-backed, and public companies with revenues starting at $40M. The bank combines its global capabilities with deep operational understanding to help companies accelerate their growth trajectory. Contact Bob Blee at bblee@us.mufg.jp to find out more.Vanta's trust management platform takes the manual work out of your security and compliance process and replaces it with continuous automation. Over 9000 businesses use it to automate compliance needs across over 35 frameworks like SOC 2 and ISO 27001. Centralize security workflows, complete questionnaires up to five times faster, and proactively manage vendor risk. For a limited time, get $1,000 off of Vanta at vanta.com/metrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. From spotting hidden optimization opportunities to automating painful procurement workflows and giving you the best market data to turn vendor negotiations in your favor, Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn how.NetSuite provides financial software for all your business needs. More than 40,000 companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅, head to NetSuite https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.—FOLLOW US ON X:@cjgustafson222 (CJ)—TIMESTAMPS:(00:00) Preview and Intro(02:17) Sponsor – Planful | Subscript | Rippling Spend(05:39) Sanjay's Unconventional Career Path(07:55) Lessons From Google on Being a Leader(10:11) Managing an $80 Billion Revenue Ad Business(12:24) The Evolution of Google's Monetization Model(15:06) Sponsor – MUFG | Vanta | Tropic | NetSuite(21:04) Scaling Google Ads to $80 Billion(23:18) Google's Forecasting Model(24:48) Complexity and Scale at Google(28:03) The Science of Analytics in a Digital Company(31:06) Upstart's IPO(33:00) Managing Internal Expectations in Good and Bad Times(37:10) Why You Should Work Yourself Out of a Job Each Year(41:23) Things That Get Easier As You Scale(42:18) How Metrics Shift With Scale(43:35) Contingency Planning at Upstart(47:13) Why the Lending System Is Broken(49:44) How Upstart Keeps Its Credit Models Accurate and Ethical(54:31) Predictions on the Lending Market for the Next Year(58:35) Long-Ass Lightning Round: Wine Corking Business(1:01:17) Advice to Younger Self(1:02:26) Finance Software Stack(01:02:57) Craziest Expense Story Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Elon Musk merged xAI and X.com (formerly Twitter), reshaping the battle for AI dominance. Valued at $80B, Grok now has exclusive access to real-time data from 600M+ active users. But is this genius or financial engineering? Before that in the headlines: recapping Coreweave's IPO. Interested in the Disruption Incubator?Email agent@besuper.ai Brought to you by:KPMG – Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://kpmg.com/ai⁠⁠⁠⁠ to learn more about how KPMG can help you drive value with our AI solutions.Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlwThe Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdown

Episode 75: Tariffs, Work From Home & Beaver Hunting? Episode Summary: In this episode of Tradesplaining, Rob and Ardi tackle tariffs, Gen Z's middle management crisis, and the work-from-home debate. As Trump's economic policies continue reshaping global trade, we look at the real-world impact of escalating tariffs, Canada and Mexico's shifting strategies, and how businesses are struggling to adapt. Plus, we dive into: ✅ The collapse of the $80B diamond market – Are diamonds not forever? ✅ Jamie Dimon vs. Work From Home – Why America's biggest bank CEO really doesn't believe you work on Fridays ✅ Gen Z's "Middle Management Revolt" – Why young professionals are rejecting promotions ✅ China's Biotech Boom – The next frontier in U.S.-China competition ✅ Switzerland's Legalization of...Beaver Hunting?! – Yes, this is a real story. All this, plus a deep dive into the latest global trade shifts, economic uncertainty, and what it means for businesses, workers, and everyday consumers. What's Inside This Episode?

Send Everyday AI and Jordan a text messageSam Altman JUST said that AI agents may "join the workforce' in 2025. Just hype? Or a preview of our near future? Tune in to find out about the OpenAI CEO's latest projections and a TON of other AI news that will impact how you work. Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Ask Jordan questions on AIUpcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:1. Meta & AI Content2. OpenAI Media Manager Delay3. Microsoft's AI Model Research4. OpenAI's AGI Progress5. Grok 3 Model Release Delay6. AI Implementation in Consumer ProductsTimestamps:00:00 OpenAI plans AGI workforce integration by 2025.04:34 OpenAI preparing for AI workforce integration08:13 AI agents entering workforce; OpenAI release anticipated.13:27 Meta halted AI profiles over user concerns.17:26 Elon Musk's Grok 3 model faces delays.19:04 Grok AI depends too much on Twitter.23:23 Generative AI blends and transforms copyrighted content.25:07 Microsoft invests $80B in AI infrastructure 2023.30:02 AI model size comparison: Claude, OpenAI, GPT-4.31:47 Smaller models enable device storage, easing privacy concerns.35:24 OpenAI pursuing AGI; AI developments face delays.Keywords:Meta, AI content, ethical issues, AI-synthesized data, social media scraping, OpenAI, media manager tool, IP concerns, legal challenges, opt-out methods, generative AI, copyright issues, AI training, Microsoft, AI investment, AI model research, model parameters, Claude 3.5 SONNET, GPT-4, AI model size, on-device processing, AGI, AI Agents, Elon Musk, GROC 3, CES, AI advancements, Samsung, AI-enabled fridges, LG Get more out of ChatGPT by learning our PPP method in this live, interactive and free training! Sign up now: https://youreverydayai.com/ppp-registration/

More than 80B animals are slaughtered every year. How Factory Farming Ends, a 10-part Vox series, explores the past and future of the movement against factory farming.

Are Airbnb bans actually hurting renters, homebuyers, and your local economy? The truth doesn't seem so obvious, but new data shows the unintended consequences of banning Airbnbs and short-term rentals, especially in big cities. To get a take from someone inside the industry and with plenty of data to share, we invited Taylor Marr, Senior Housing Economist at Airbnb, to the show to explain how Airbnbs affect the economy, affordability, and housing supply. For years, there have been claims that short-term rentals take away housing supply from renters and homebuyers and, as a result, inflate rents and home prices in nearby areas. But new data is saying something very, very different. Today, Taylor talks about how Airbnbs and short-term rentals change a local economy, the amount of money this type of local hospitality provides to small businesses, and why affordability ISN'T improving in areas where Airbnbs are banned. We'll also discuss the age of “experiences” and how hosts can earn more by catering to a new kind of traveler willing to spend. Do you have a short-term rental or want to make money with one in the future? Then don't miss this episode! In This Episode We Cover: A short-term rental market update and how Airbnbs are faring in 2024  Airbnb supply and whether or not the short-term rental market is oversaturated  Tips for hosts to take advantage of “experiences” and make more money from their vacation rentals  The $80B impact Airbnb has on local economies and the real result of banning them  How Airbnb is working with local governments to IMPROVE affordability and tourist spending   And So Much More! Links from the Show Join BiggerPockets for FREE Let Us Know What You Thought of the Show! Follow Taylor on Twitter Get Fully Customizable Insurance Coverage for All Phases of Occupancy on One Monthly Schedule and Bill Ready to Invest? Grab the Book, “Short-Term Rental, Long-Term Wealth” Find an Investor-Friendly Agent in Your Area See Dave at BPCON2024 in Cancun! Airbnb Bans Only Make Tourism More Expensive. Just Ask New York Connect with Dave (00;00) Intro (02:33) 2024 Housing Market Update (05:52) Effects on Short-Term Rentals (09:47) Airbnb Supply Update (11:16) Are Airbnbs Oversaturated? (14:07) The Age of "Experiences" (16:43) How Airbnbs Impact Local Economies (25:05) Side Effects of Airbnb Bans (34:30) Tips for Investors Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/real-estate-1008 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices