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Clayton as DNI, DOJ/Trump's $1.8B slush fund lives, Trump vs Platner, and Iran and inflation. It has been a wild, weird, harrowing week — Iran, ICE in Minneapolis, a UFC fight at the White House, the Knicks in the playoffs, and a president who keeps telling you out loud what he plans to do next. In this special Friday pop-media episode, Paul Rieckhoff brings you his weekly conversation from MS Now and breaks down what he's calling Trump's Plan A, Plan B, and Plan C: weaponize the National Guard, weaponize ICE, and weaponize the ballot box. It's not speculation. Trump has said it. Steve Bannon has said it. The reporting backs it up. And Congress — by Paul's read — has stopped exactly nothing. This is a no-BS briefing for the angry middle. Paul connects the dots between the resurrected payout scheme for January 6th defendants, the ICE escalation in blue cities, the Iran war driving gas prices through the roof, and the coming primary fights from Maine to Nebraska to Montana where independent veterans are stepping up where Democrats can't. He's blunt about the Democratic brand problem, blunt about the Republican capitulation, and clear about where the circuit breaker actually lives: election integrity, the courts, Congress, and an angry middle that refuses to check out for the summer. -WATCH full video of this episode here. -Join Noble Mobile today and get a $100 bonus when you stay a member for 2 months! -Join IVA and stand up to Trump's Forever Wars. -Learn more about Paul's work to elect a new generation of independent leaders with Independent Veterans of America. -Learn more about American Veterans for Ukraine here. -Remember Independent is an Attitude. -Learn more about The Headstrong Project for Veterans, Tragedy Assistance Program for Survivors (TAPS), and Department of Veterans Affairs resources in your area. Seeking support is not a sign of weakness. It's a show of strength. If you or a loved one are in immediate crisis, dial 988 and press 1, or text 838255. Connect with Independent Americans: Subscribe on YouTube, Spotify, Apple Podcasts, and all podcast platforms Read more at Substack Support ad-free episodes at Patreon Connect: Instagram • X/Twitter • BlueSky • Facebook Follow on social: @PaulRieckhoff on X, Instagram, Threads, and Bluesky -Join the movement. Hook into our exclusive Patreon community of Independent Americans. Get extra content, connect with guests, meet other Independent Americans, attend events, get merch discounts, and support this show that speaks truth to power. -And get cool IA and Righteous hats, t-shirts and other merch now in time for the new year. Independent Americans is powered by veteran-owned and led Righteous Media. And now part of the BLEAV network! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Hey folks, Alex here, and welcome to a BIG MODEL week! We finally got Mythos (well almost)! Let me catch you up! This week started with WWDC26 from Apple, and Max Weinbach, who was in the room at Apple Park and actually has access to some of the new features including an all new SIRI AI, joined us to break down what could be the most used AI in the world very soon. At first I was skeptical, but he convinced me that the new Siri is actually good! Then, we saw the ultimate model drop: Anthropic finally shipped Mythos (X, my system card thread, benchmarks). Same weights, two names: Mythos 5 is the unrestricted version that only Project Glasswing partners get, Fable 5 is what the rest of us get, wrapped in the heaviest guardrails I've ever seen ship on a frontier model. It's state of the art on nearly every benchmarkThe model that was “too dangerous to release” is now... well, released, but with the heaviest guardrails we've seen. More on this later. Peter Gostev from Arena.ai joined us to break down the new model. Last but definitely not least, Google released a real-time translation model, that our friend Thor Schaeff from DeepMind demoed live, while we all spoke in different languages and it translated us in REAL TIME. It was really cool, definitely check that out. There's quite a few more things, like Loop Engineering Alpha, Swyx came by to talk about FrontierCode, OpenAI confirmed our suspicions that the anti-datacenter social media posts could be a concerted effort by groupds links to the Chinese government and much more. Let's dive in! ThursdAI - Let me catch you up, every week!
SpaceX Files S-1: The $2 Trillion IPO Thesis, Starlink Cash Engine, AI Pivot, and Bitcoin AngleThe script discusses SpaceX officially filing an S-1 with the SEC and frames it as a landmark IPO targeting a $2 trillion valuation after private valuations rose from $100B to $200B. It breaks SpaceX into three pillars: space launch/Mars ambitions (about $4.1B revenue in 2025), Starlink as the profitable cash engine (Q1 2026 connectivity revenue $3.3B with over $1.2B profit), and a major pivot into AI infrastructure with billions spent on data centers and custom hardware, described as roughly $8B per quarter. It notes the S-1 confirms SpaceX holds a significant digital asset and has been a longtime Bitcoin holder, while warning IPO volatility will be high and advising patience, monitoring Starlink growth and any post-IPO Bitcoin additions as potential catalysts.00:00 SpaceX IPO Shockwave00:55 Two Trillion Valuation Math01:11 Three Pillars Breakdown02:12 Starlink Cash Engine02:36 AI Infrastructure Pivot03:08 Bitcoin On The Balance Sheet03:59 IPO Risks And Mindset04:51 How To Play The IPO05:34 Live Coverage And Wrap Up________________________________________________________________FOLLOW ME ON X: https://twitter.com/staywinningusdFOLLOW ME ON INSTAGRAM: https://www.instagram.com/staywinningusd/SUBSCRIBE ON YOUTUBE: www.youtube.com/@staywinningusdDOWNLOAD ON SPOTIFY: https://open.spotify.com/show/2lPyA19keI2fpr0xZrEKxMNEWSLETTER SIGNUP: https://stay-winning-wealth.kit.com/806fb337d7SUBSCRIBE TO THE BLOG: https://medium.com/@staywinningusd________________________________________________________________
AP correspondent Julie Walker reports on the proposed $8B transformation of Penn Station in New York City and the Trump connection.
Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs? FOR: MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html AGAINST: Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html
Reviewing a string of fascist failures; the $1.8B slush fund, Congress not supporting the Iran war, the Senate not passing the Save Act, a Judge undoing the naricisstic rebrand of the Kennedy Center, artists bailing on the White House's Fyre Fest, and a new lawsuit brought by 35 former Federal Judges. Also, reading up on dueling 250th celebrations for America (one congressionally approved, one rogue), learning why Albanians are protesting the aquisition and development of a protected island, and seeing how our tax dollars are paying for petty websites targeting Americans. Then, a look at the hunger strike, protests, and ongoing allegations of inhumane treatment at Delaney Hall, a for-profit Detention Center in New Jersey. Check your voter registration, find your polling location, or contact your representatives via USA.GOV, VOTE.GOV, and/or the "5 Calls" app. All opinions are personal and not representative of any outside company, person, or agenda. This podcast is hosted by a United States citizen, born and raised in a military family that is proud of this country's commitment to free speech. Information shared is for entertainment purposes only and is cited via published articles, legal documents, press releases, government websites, executive orders, public videos, news reports, and/or direct quotes and statements, and all may be paraphrased for brevity, presented satirically, and in layman's terms.“I love America more than any other country in the world and, exactly for this reason, I insist on the right to criticize her perpetually.” - James BaldwinWanna support this independent pod? Links below:Patreon - https://www.patreon.com/cw/BBDBBuyMeACoffee - https://www.buymeacoffee.com/BBDBVenmo @TYBBDB Hosted on Acast. See acast.com/privacy for more information.
The House passed a resolution to limit President Trump's Iran war powers. The Senate is set to debate ICE funding, as Trump won't commit to killing the $1.8B anti-weaponization fund. The suspect in a 15-hour hostage standoff in California was killed. The President touts progress on the Reflecting Pool and the building of the UFC stage on the south lawn. Plus, a stranger helps a family who had their van stolen on vacation. Learn more about your ad choices. Visit podcastchoices.com/adchoices
As the midterms shape up, one of the biggest questions surrounds President Donald Trump and how much sway he'll continue to hold. Get the latest on a rare GOP rebuke over Iran, the loss of a $1.8B 'slush fund,' and what's next ... including the role of AI in elections.
As the midterms shape up, one of the biggest questions surrounds President Donald Trump and how much sway he'll continue to hold. Get the latest on a rare GOP rebuke over Iran, the loss of a $1.8B 'slush fund,' and what's next ... including the role of AI in elections.
As the midterms shape up, one of the biggest questions surrounds President Donald Trump and how much sway he'll continue to hold. Get the latest on a rare GOP rebuke over Iran, the loss of a $1.8B 'slush fund,' and what's next ... including the role of AI in elections.
As the midterms shape up, one of the biggest questions surrounds President Donald Trump and how much sway he'll continue to hold. Get the latest on a rare GOP rebuke over Iran, the loss of a $1.8B 'slush fund,' and what's next ... including the role of AI in elections.
As the midterms shape up, one of the biggest questions surrounds President Donald Trump and how much sway he'll continue to hold. Get the latest on a rare GOP rebuke over Iran, the loss of a $1.8B 'slush fund,' and what's next ... including the role of AI in elections.
As the midterms shape up, one of the biggest questions surrounds President Donald Trump and how much sway he'll continue to hold. Get the latest on a rare GOP rebuke over Iran, the loss of a $1.8B 'slush fund,' and what's next ... including the role of AI in elections.
As the midterms shape up, one of the biggest questions surrounds President Donald Trump and how much sway he'll continue to hold. Get the latest on a rare GOP rebuke over Iran, the loss of a $1.8B 'slush fund,' and what's next ... including the role of AI in elections.
Matt Boo from Duluth Stove & Fireplace, May 8th 1967 Con Thien, Mike Colallio update, Trump's take on Netanyahu, Brad's time on the board at the Veteran's Memorial Hall, the $1.8B anti-weaponization fund, and more...See omnystudio.com/listener for privacy information.
Listen to Daily Global #News from Grecian Echoes WNTN 1550 AM-Iran suspended peace talks yesterday, Trump said the talks continue "at a rapid pace." - Lebanon says there cease fire - Trump backs down $1.8B fund - Claude is going IPO for $1 Trillion
Listen to Daily Global #News from Grecian Echoes WNTN 1550 AM-Iran suspended peace talks yesterday, Trump said the talks continue "at a rapid pace." - Lebanon says there cease fire - Trump backs down $1.8B fund - Claude is going IPO for $1 Trillion
Berkshire Hathaway announces plans to buy homebuilder Taylor Morrison for $6.8B, we talk with CEO Sheryl Palmer about why the company agreed to be bought. Then the CEO of Related Digital, investing $16B in a Michigan data center, developed for Oracle as part of its Stargate project. Plus, the CEO of Hilton on the consumer and state of the travel industry. And Bristol Myers Squibb, unveiling new lung cancer drug data, its CEO joins us the from the ASCO conference. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
We present part two of our Winnie the Pooh 55th anniversary tributeApril 2021 - For the second installment of our extensive look at Walt Disney's Winnie the Pooh, we begin with the release of the full-length animated feature, "The Many Adventures of Winnie the Pooh," in 1977. We then continue on to the various forms of media where our friends from the Hundred Acre Wood have been featured throughout the decades, including TV series, direct-to-video films, theatrical releases, and theme park attractions. To close out the show we then share our favorite characters and favorite songs, So be sure to bring along a small smackerel of "hunny," and sit back for another adventure with our pals from Pooh Corner... Download (right click / save as)Visit our on-line store for exclusive Jiminy Crickets and DisneyChris Website Merch!!!! https://jcpodcast.threadless.com/ If you would like to help support the Jiminy Crickets podcasts and DisneyChris.com - Please consider becoming a Patreon Subscriber and receive exclusive rewards every month. https://www.patreon.com/DisneyChris
Season 7, Episode 5: How did RREAF Holdings grow into a $4.8B real estate platform across multifamily, hospitality, BTR, and master-planned communities? Today, we sit down with Kip Sowden, Chairman & CEO of RREAF Holdings, and Doug McKnight, President of RREAF Holdings, to break down the strategy behind the firm's growth across the Sun Belt. Kip shares how he moved from brokerage into principal investing after the GFC, while Doug explains how his fixed income background shaped RREAF's approach to capital, risk, and liquidity. The conversation covers distressed acquisitions after 2008, bridge lender opportunities today, and why RREAF focuses on “all things residential” across the South and Southeast. Kip and Doug also break down their approach to multifamily, extended stay hotels, beachfront resorts, and large-scale Texas developments, while sharing why they believe a new real estate cycle is beginning. Shoutout to our sponsor, Henry AI. The fast track to investor-ready decks that actually stand out. TOPICS 00:00 – Introduction 03:45 – Kip Sowden's Early Career in Brokerage and Mortgage Banking 09:28 – Moving Into Principal Investing and Launching RREAF 17:03 – Buying Distressed Notes and REO After the GFC 24:17 – Structuring $500M+ Multifamily Portfolio Deals 30:29 – Master-Planned Communities, BTR, and Texas Growth 36:39 – Why RREAF Is Bullish on Extended Stay Hotels 42:26 – Why RREAF Focuses on the South and Southeast 47:45 – Institutional Capital Returning to CRE 54:30 – Where RREAF Sees Opportunity in the Next Cycle For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.
May 29, 2026: Your daily rundown of health and wellness news, in under 5 minutes. Today's top stories: Noom launches at-home biomarker kits measuring 17 markers with microneedle collection, finding 70% of users have high LDL cholesterol despite appearing healthy Scientists report single gene-editing infusion lowering LDL cholesterol by 62% with results maintained 18+ months, potentially replacing years of daily medication Retro Biosciences reaches $1.8B valuation backed by Sam Altman, entering human trials testing cellular cleanup process to combat neurodegeneration and age-related disease More from Fitt: Fitt Insider breaks down the convergence of fitness, wellness, and healthcare — and what it means for business, culture, and capital. Subscribe to our newsletter → insider.fitt.co/subscribe Work with our recruiting firm → https://talent.fitt.co/ Follow us on Instagram → https://www.instagram.com/fittinsider/ Follow us on LinkedIn → linkedin.com/company/fittinsider Reach out → insider@fitt.co
Governor Gavin Newsom announces a controversial plan to tax payments from Trump’s $1.8B fund—sparking outrage across California. May 28th 2026 --- Please Like, Comment and Follow 'The Ray Appleton Show' on all platforms: --- 'The Ray Appleton Show’ is available on the KMJNOW app, Apple Podcasts, Spotify, YouTube or wherever else you listen to podcasts. --- 'The Ray Appleton Show’ Weekdays 11 AM -2 PM Pacific on News/Talk 580 AM & 105.9 KMJ | Website | Facebook | Podcast | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.
Wednesday, May 27th, 2026 Today, South Carolina Senate Republicans reject Trump's redistricting bid in the state; a federal court blocks Alabama's new Republican map; Governor Mikie Sherrill demanded access to an ICE facility amid an ongoing hunger strike; the Supreme Court shoots down Florida's bid to stop other states from issuing driver's licenses to immigrant truckers; France bans Israel's Ben-Gvir after unspeakable treatment of flotilla detainees; Jim Acosta files a claim against the $1.8B slush fund; an American journalist is charged with failing to register as a foreign agent of China; a judicial panel upholds the reprimand of a federal judge caught having sex in chambers with a high ranking police officer; the Congressional Black Caucus urges companies to oppose Republican redistricting; CBS won't limit access to Colbert's public access show; and Allison delivers your Good News. Thank You, Fast Growing Trees Get 20% off your first purchase FastGrowingTrees.com/dailybeans Thank You, LumiGummies Go to LumiGummies.com and use code DAILYBEANS for 30% off your order. Guest: Jim AcostaI'd Like to Apply for the Anti-Weaponization FundThe Jim Acosta Show | SubstackJim Acosta - YouTube@jimacosta.bsky.social - BlueskyJim Acosta (@jimacosta) - InstagramJim Acosta (@Acosta) - Twitter The Latest Breakdown:Don't Be Fooled: Trump Is Dying and Losing StoriesSouth Carolina's Trump-backed redistricting push fails in the state Senate amid GOP opposition | NBC News Federal court blocks Alabama from using GOP-drawn congressional map | NBC News Gov. Sherrill Demands Access to ICE Facility as Hunger Strike Widens | NYT Supreme Court rejects Florida's attempt to sue California and Washington over immigrant truck drivers | CBS News France bans Israeli minister Itamar Ben-Gvir after 'unspeakable' flotilla detainee taunts | AP News American journalist charged with serving as unregistered agent for China | POLITICO Panel upholds US judge's private reprimand for affair with police officer | Reuters Congressional Black Caucus urges companies to oppose Republican redistricting | PBS News After Stephen Colbert's viral talk show parody, CBS backs down from copyright action | NPR Good Trouble Contact - Senator Andy Kim Office of New Jersey Governor Mikie Sherrill Beans Talk - YouTube, Beans Talk - audio feed →Form WTAF-8647 →Recall Gov. Jeff Landry - Louisianadeservesbetter.com →STOP the deportation proceedings against Mohsen Mahdawi - Action Network →SusanRogan - how-to-help-win-the-midterms →detentionwatchnetwork.org →FieldTeam6.org →Standwithminnesota.com →Tell Congress Ice out Now | Indivisible, Defund ICE | 5Calls →Congress: Divest From ICE and CBP | ACLU →ICE List →iceout.org Good NewsWounded Warrior Umpire Academy Uncle Sammy - YouTube Kat Abughazaleh (@kabughazaleh) - Instagram →Share your Good News & Good Trouble - The Daily Beans →Beans Talk audio -beans-talk.simplecast.com →Email Dana LGBTQ Owned eating establishments in your area - hello@mswmedia.com Subject: “Dana's Project” Subscribe to the MSW YouTube Channel - MSW Media - YouTube Harry Dunn is running for CongressHarry Dunn for Maryland Our Donation Links Blue Wave California - bluewavecalifornia.org/concert The Daily Beans is donating $10,000 and invites you to give what you can to support their life-affirming work - Donate to It Gets Better / The Daily Beans Fundraiser Pathways to Citizenship link to MATCH Allison's Donationhttps://crm.bloomerang.co/HostedDonation?ApiKey=pub_86ff5236-dd26-11ec-b5ee-066e3d38bc77&WidgetId=6388736 Join Dana and The Daily Beans in support of Human Rights Campaign http://onecau.se/_ekes71 More Donation LinksNational Security Counselors - Donate, ActBlue.com/donate/msw-bwc, WhistleblowerAid.org/beans Dr. Allison Gill - The Breakdown | Allison Gill, Mueller, She Wrote @muellershewrote.com - Bluesky, MSW & The Daily Beans Podcast @muellershewrote - Instagram, MSW Media - YouTube →Federal workers - email AG at fedoath@pm.me and let me know what you're going to do, or just vent. I'm always here to listen. Dana Goldberg - Dana is on Patreon! At Dana's Dugout, @dgcomedy - Bluesky, @dgcomedy - IG, Dana Goldberg - Facebook, DanaGoldberg.com More from MSW Media - Shows - MSW Media, Cleanup On Aisle 45 pod, The Breakdown | Allison Gill Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A former Capitol Police Officer wins her defamation suit against Blaze Media for saying she was the DC Pipe Bomber. The justice department proudly removed the January 6th press releases from their website. Harry sues to dissolve the $1.8B slush fund, An appeals court allows Rep. Jamie Raskin to file an amicus brief against dismissing the seditious conspiracy charges against the Oath Keepers and the Proud Boys. Allison Gillhttps://muellershewrote.substack.com/https://bsky.app/profile/muellershewrote.comHarry DunnHarry Dunn | Substack@libradunn1.bsky.social on BlueskyWant to support this podcast and get it ad-free and early?Go to: https://www.patreon.com/aisle45podTell us about yourself and what you like about the show - http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=short Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
On this week's Substack LIVE conversation with Chris Cillizza, Matt and Chris discuss:— Ken Paxton's massive landslide victory over longtime Senator John Cornyn— Why even early vote numbers signaled a total rout for the incumbent— The power — and limits — of Trump's endorsement in delivering a BLOWOUT— Ken Paxton's long list of scandals, impeachment, affair allegations, and why none of it mattered to GOP voters— The death of Bush-era Texas Republicanism: from compassionate conservatism to full MAGA dominance— What this means for the expensive general election battle against Democrat James Talarico— Signs of a potential Republican rebellion in the Senate: Lame-duck senators (Cornyn, Tillis, Cassidy) plus skeptics like Murkowski and Collins are showing increased pushback, forcing leadership to cancel key votes on Trump's $1.8B slush fund and war powers amid growing internal dissent.— Plus, a preview of next week's California Governor's race + key Iowa Senate primary developments— And MUCH more!Subscribe to Matt Lewis on Substack: https://mattklewis.substack.com/Support Matt Lewis at Patreon: https://www.patreon.com/mattlewisFacebook: https://www.facebook.com/MattLewisDCTwitter: https://twitter.com/mattklewisInstagram: https://www.instagram.com/mattlewisreels/YouTube: https://www.youtube.com/channel/UCVhSMpjOzydlnxm5TDcYn0A– Who is Matt Lewis? –Matt K. Lewis is a political commentator and the author of Filthy Rich Politicians.Buy Matt's books: FILTHY RICH POLITICIANS: https://www.amazon.com/Filthy-Rich-Politicians-Creatures-Ruling-Class/dp/1546004416TOO DUMB TO FAIL: https://www.amazon.com/Too-Dumb-Fail-Revolution-Conservative/dp/0316383937Copyright © 2026, BBL & BWL, LLC
Allison speaks with former Capitol Police Officer Harry Dunn and his lawyer Brendan Ballou about their lawsuit to dissolve the $1.8B slush fund for insurrectionists. Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of Run the Numbers, CJ breaks down SpaceX's S-1, unpacking what the filing reveals about Starlink, xAI, X, common control accounting, revenue, losses, CapEx, and Elon Musk's Mars-linked compensation structure.—SPONSORS:RightRev is an automated revenue recognition platform built for teams that have outgrown spreadsheets and billing tool workarounds. It handles high-volume subscriptions, usage-based contracts, and mid-cycle upgrades, so you can scale without scrambling at month-end. For RevRec that keeps your books clean, visit https://www.rightrev.com/CJRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY works with high-growth tech companies to navigate the messy realities of scaling—from regulatory requirements to IPO readiness. By helping teams get it right early and often, EY lets founders stay focused on building while reducing risk as they grow. Learn more at https://www.ey.com/techstartupsSpendHound is a SaaS spend management platform built for finance and procurement teams that want visibility and leverage in every deal. By tracking all your software, benchmarking pricing across thousands of vendors, and surfacing contracts and renewals, SpendHound helps you stop overpaying and negotiate with confidence. Trusted by teams at ZoomInfo and Hootsuite. Get started at https://www.spendhound.com/cjBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/run—LINKS: CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 SpaceX S1 breakdown0:50 Elon's Mars colony comp plan2:03 Common control accounting: SpaceX + xAI + X3:04 What SpaceX actually does3:43 How reusable rockets work4:24 Launch cost curve: foundation of everything5:49 Launch services: $8B, 85% of global launches6:44 Starlink: $11.4B, 63% EBITDA margins7:36 xAI and X: burning $1B/month8:22 Sponsors — RightRev | Rillet | EY11:18 Colossus and orbital AI thesis11:41 Revenue, segments and CapEx breakdown14:54 RPO: $28.4B backlog15:18 Starlink subscribers and ARPU decline16:01 Target valuation: $1.5–1.75 trillion16:47 Starlink deep dive18:05 International pricing strategy21:38 The consolidated entity problem22:28 Related party section: nine pages22:32 Sponsors — SpendHound | Brex | Aleph26:15 Valor Equity: $20B in equipment leases27:05 Tesla cross-ownership and Terrafab28:23 R&D: $8.6B, 46% of revenue30:33 Starship: key risk and growth linchpin31:41 Red flag 1: CEO comp tied to Mars colony32:22 Red flag 2: Musk concentration risk32:49 Red flag 3: Cursor option — $10B downside33:36 Red flag 4: X advertising is shrinking34:06 IPO structure and SPCX ticker34:50 30% retail allocation, no lockups35:44 S&P 500 inclusion forces buying within 15 days37:54 Valuation: 60–70x forward revenue38:43 Peer comparison39:44 What you're buying at $1.5T40:53 CFO comp: the only sane plan in the filing41:25 Bitcoin on the balance sheet41:57 Credits
The Department of Justice has established a $1.8B “anti-weaponization fund” after Trump dropped his lawsuit against the IRS. A former federal prosecutor has been indicted for sending herself copies of Volume II of Jack Smith's final report. A federal judge has dismissed the charges against Kilmar Ábrego García on vindictive and selective prosecution grounds. The Justice Department has dropped all remaining charges against the Broadview 6 after a grand jury transcript showed gross misconduct. Plus listener questions. Do you have questions for the pod or something for HITMEINTHEHEADWITHABAT? TACO, NACHO, and More Trump Acronyms - by Carlos Greaves Check out other MSW Media podcastshttps://mswmedia.com/shows/ Follow AGMueller, She Wrote SubstackMueller She Wrote on Blueskyhttps://twitter.com/MuellerSheWrotehttps://twitter.com/dailybeanspodMore from Andrew McCabeThe Real McCabe on Substack@therealmccabe.com on BlueskyThe Threat: How the FBI Protects America in the Age of Terror and Trump This Show is Available Ad-Free And Early For Patreon and Supercast Supporters at https://patreon.com/thedailybeansOr when you Subscribe on Apple Podcastshttps://apple.co/3YNpW3P Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 23, 2026; 7am: In a rare show of defiance, members of President Trump's own party are pushing back against his so-called anti-weaponization fund, which could give millions to January 6 rioters. Republican lawmakers have described the $1.8B fund as “utterly stupid, morally wrong”, “unexplainable,” a galactic blunder,” and “stupid on stilts.” Ali Vitali, host of “Way Too Early” and MS NOW Senior Congressional Reporter, and Jeff Mason, White House Correspondent for Bloomberg, join “The Weekend” to discuss. For more, follow us on social media: Bluesky: @theweekendmsnow.bsky.social Instagram: @theweekendmsnow TikTok: @theweekendmsnow 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.
This week Look Forward exposes what may be the biggest presidential scandal in American history: the DOJ is creating a $1.8 billion fund to compensate Trump allies who claim they were "targeted" by investigations. Capitol Police officers who defended the Capitol on January 6 are suing to block the fund from being established. The scandal is so egregious that some Republicans are reportedly furious enough to abandon support. Plus: new WSJ reporting on Trump's suspicious stock trades.Trump endorses Ken Paxton for Texas Senate, proving it's still his party no matter how many Republicans wish it wasn't. Colorado Democrats censure Governor Jared Polis for commuting sentences of an election "denier," finding a "third way" to piss off his own party. The long-awaited DNC autopsy of the 2024 election loss turns out to be completely useless, offering no real answers or accountability.A Tennessee man who posted a meme gets an $800,000 payout after spending a month in jail for a Facebook post. Trump says he might skip his son Don Jr.'s wedding to play golf. And Gavin Newsom talks about Best Buy like it's 2004 in the most Boomer-ish thing from a Gen X-er.We cover the $1.8B scandal, party chaos, failed autopsies, and absurdity.Look Forward is a weekly progressive political podcast covering U.S. politics, government policy, Democratic strategy, elections, voting rights, Supreme Court rulings, and political news. Featuring progressive commentary, political analysis, and unapologetic opinions on the fight for democracy. Hosted by Jay and Brad. A TNP Studios production. New episodes weekly on Spotify, Apple Podcasts, YouTube, and all major platforms. For more TNP Studios content, check out The Nerdpocalypse (movie & TV news), Black on Black Cinema (Black film reviews), and Dense Pixels (video game news).
Today's Headlines: The Department of Homeland Security is threatening to cut customs staffing at major international airports in sanctuary cities like New York, LA, Chicago, and DC — which would affect not just tourism but cargo shipments and the broader economy — because DHS Secretary Markwayne Mullin apparently thinks international trade can just reroute to Florida. Trump, meanwhile, said he's "in no hurry" to end the Iran war while also telling reporters he might skip his own son's destination wedding in the Bahamas because of "this thing called Iran," which is either a convenient excuse or the most relatable thing he's ever said. The Traitor Fund — formerly known as Trump's $1.776 billion slush fund — is getting wilder by the day: Proud Boys leader Enrique Tarrio wants $2-5 million, Mike Lindell is asking for $400 million, a January 6th rioter who compared herself to Jesus during sentencing wants $10 million, George Santos might file, and the couple who pointed guns at BLM protesters is reportedly interested. Acting AG Todd Blanche went to Congress to lobby Republicans not to block the fund — and offered to cut them in on it, specifically noting that senators whose records were secretly subpoenaed are eligible to file claims, which is a sentence that exists. The Senate responded by going home for a few weeks rather than dealing with it, which is technically a dereliction of their constitutional duty to approve funding, but here we are. Mortgage rates also hit a nine-month high this week at 6.51%, Trump is claiming he can build his DC arch without congressional approval, and a design commission approved the arch's look, which is one of many steps still required — Congress included, no matter what Donald says. On the Epstein files, Jeffrey Epstein's former personal assistant Sarah Kellen testified before the House Oversight Committee in a session described as deeply informative and genuinely harrowing — revealing she was recruited at 21, sexually and psychologically abused by Epstein for over a decade, and was "being paid in part to be raped." She also told the committee that the federal government included her name in Epstein's 2008 nonprosecution agreement without ever speaking to her, effectively branding her a criminal in a secret deal made with her own abuser. And finally, last night was Stephen Colbert's last show, which aired after this episode was recorded. Resources/Articles mentioned: The Atlantic: Homeland Security's Plan to Squeeze International Flights NYT: Trump Says He Will ‘Try and Make' Son Don Jr.'s Wedding, but Timing ‘Not Good' CBS News: Trump says Netanyahu will do "whatever I want" on Iran, and he's "in no hurry" to make a deal The Independent: Jan 6ers and other Trump allies already lining up to get their hands on slice of his $1.8B ‘slush fund' X - Paula Reid: https://x.com/PaulaReidCNN/status/2056842557334904940 USA Today: Fuming at Trump over 'slush fund,' Senate GOP skips town without passing ICE bill WaPo: Trump officials say they can build 250-foot arch without Congress's approval WSJ: Mortgage Rates Hit a Nine-Month High in Blow to Prime Buying Season ABC News: Former Jeffrey Epstein assistant tells House Oversight Committee he abused her for years AP News: Stephen Colbert is saying goodbye to 'The Late Show.' How it ends is still a secret Subscribe to the Betches News Room and join the Morning Announcements group chat. Go to: betchesnews.substack.com Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices
Quantum computing stocks surged after the US announced $2B in grants with equity stakes. Spotify jumped 13% on 2030 guidance targeting $100B in revenue. Anthropic expects $10.9B in Q2 revenue and its first-ever operating profit, while Trump pulled back an AI executive order after calls with Musk and Zuckerberg. Shares of quantum computing companies surged Thursday after the US government announced grants with equity stakes: D-Wave closed up 33%, Rigetti 30%, IBM 12% (CNBC) Spotify closed up 13% on Thursday after announcing new features and 2030 guidance, forecasting a compound annual growth rate in the mid-teens (CNBC) Workday reports Q1 revenue up 13% YoY to $2.54B vs. $2.52B est., and lifts its full-year forecast, saying its AI strategy is working; WDAY jumps 9%+ after hours (CNBC) Sources: Trump delayed signing the AI EO because "he just hates regulation"; there were questions about the EO giving the Treasury Department a leading role (Axios) Investor disclosures: Anthropic says it expects to generate $10.9B in revenue in Q2, up 127% from $4.8B in Q1, and turn a $559M operating profit, its first ever (WSJ) Longreads In more than two-thirds of the world's countries, birthrates have fallen below replacement, and researchers increasingly point the finger at smartphones and social media (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices
In part two of Red Eye Radio with Gary McNamara and Eric Harley, Trump approves more troops to be sent to Poland / Trump's $1.8B compensation fund for wrongful Biden DOJ prosecutions / Jeff Bezos says there will be a labor shortage as a result of A.I. / The Wall Street Journals's opinion piece "The Panic Industry's New Target" / The new movie about the Battle Of The Buldge "Lucky Strike" For more talk on the issues that matter to you, listen on radio stations across America Monday-Friday 12am-5am CT (1am-6am ET and 10pm-3am PT), download the RED EYE RADIO SHOW app, asking your smart speaker, or listening at RedEyeRadioShow.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Trump Plummets in Polls with Independents, $5 Gas, and War With Iran He Can't Spin. We're Not The Spoilers! The Surging Knicks. $1.8B for Insurrectionists and Violent Proud Boy Extremists? Is Cuba Next? Memorial Day Pain is a Reminder. The Real Spoilers are the Parties. Thank you, Stephen Colbert. Trump is in the 20s with independents, gas is over five bucks a gallon in some states, Memorial Day is about to remind Americans of the human cost of his Iran war, and Cuba is looming over the horizon. Meanwhile the administration is funneling what looks like $1.8 billion in taxpayer money to January 6 insurrectionists and violent Proud Boy extremists — including a reported $2-to-5 million ask from Enrique Tarrio. Paul Rieckhoff calls it Plan C: if the military won't invoke the Insurrection Act and ICE can't carry the water, you green-light the angry mob and promise pardons in advance. This is what corruption looks like, and it's the most immediate threat to free and fair elections this fall. In this special quick-fire episode, Paul takes you out of the studio and into the streets of Midtown Manhattan with highlights from two back-to-back media hits — one left of center on MSNOW, one right of center on NewsNation — same independent read on both. He breaks down why ten thousand Americans are walking out of the Republican and Democratic parties every single week, why Thomas Massie just got elevated by Trump's attacks, why the Democrats are the actual spoilers in Senate races in Nebraska, Montana, and South Dakota, and why the rigged two-party system is finally cracking. Plus a Memorial Day shout-out to Stephen Colbert on his last show, and yes — a Knicks pick. -WATCH full video of this episode here. -Join IVA and stand up to Trump's Forever Wars. -Learn more about Paul's work to elect a new generation of independent leaders with Independent Veterans of America. -Learn more about American Veterans for Ukraine here. -Remember Independent is an Attitude. -Learn more about The Headstrong Project for Veterans, Tragedy Assistance Program for Survivors (TAPS), and Department of Veterans Affairs resources in your area. Seeking support is not a sign of weakness. It's a show of strength. If you or a loved one are in immediate crisis, dial 988 and press 1, or text 838255. Connect with Independent Americans: Subscribe on YouTube, Spotify, Apple Podcasts, and all podcast platforms Read more at Substack Support ad-free episodes at Patreon Connect: Instagram • X/Twitter • BlueSky • Facebook Follow on social: @PaulRieckhoff on X, Instagram, Threads, and Bluesky -Join the movement. Hook into our exclusive Patreon community of Independent Americans. Get extra content, connect with guests, meet other Independent Americans, attend events, get merch discounts, and support this show that speaks truth to power. -And get cool IA and Righteous hats, t-shirts and other merch now in time for the new year. Independent Americans is powered by veteran-owned and led Righteous Media. And now part of the BLEAV network! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
An expert says Washington is in a "tizzy" over the $1.8B settlement Trump's Justice Department made with him. But will Congress oppose it, especially after what happened to Bill Cassidy and others in the GOP who angered the president? We dive into that, and into the new trend of AI lawyers, plus, whether we really want our politics to be nasty.
An expert says Washington is in a "tizzy" over the $1.8B settlement Trump's Justice Department made with him. But will Congress oppose it, especially after what happened to Bill Cassidy and others in the GOP who angered the president? We dive into that, and into the new trend of AI lawyers, plus, whether we really want our politics to be nasty.
An expert says Washington is in a "tizzy" over the $1.8B settlement Trump's Justice Department made with him. But will Congress oppose it, especially after what happened to Bill Cassidy and others in the GOP who angered the president? We dive into that, and into the new trend of AI lawyers, plus, whether we really want our politics to be nasty.
An expert says Washington is in a "tizzy" over the $1.8B settlement Trump's Justice Department made with him. But will Congress oppose it, especially after what happened to Bill Cassidy and others in the GOP who angered the president? We dive into that, and into the new trend of AI lawyers, plus, whether we really want our politics to be nasty.
An expert says Washington is in a "tizzy" over the $1.8B settlement Trump's Justice Department made with him. But will Congress oppose it, especially after what happened to Bill Cassidy and others in the GOP who angered the president? We dive into that, and into the new trend of AI lawyers, plus, whether we really want our politics to be nasty.
An expert says Washington is in a "tizzy" over the $1.8B settlement Trump's Justice Department made with him. But will Congress oppose it, especially after what happened to Bill Cassidy and others in the GOP who angered the president? We dive into that, and into the new trend of AI lawyers, plus, whether we really want our politics to be nasty.
An expert says Washington is in a "tizzy" over the $1.8B settlement Trump's Justice Department made with him. But will Congress oppose it, especially after what happened to Bill Cassidy and others in the GOP who angered the president? We dive into that, and into the new trend of AI lawyers, plus, whether we really want our politics to be nasty.
'BradCast' 5/19/2026: NAACP Launches Voting Rights Boycott of College Sports at Southern Schools; Trump's corrupt $1.8B deal by Progressive Voices
Sponsored by: https://costsegregationguys.com/staywinningNextEra–Dominion $66.8B Merger Signals Energy as AI's New BottleneckOn May 18, 2026, NextEra Energy and Dominion Energy announce a $66.8B mostly stock merger (0.8 NextEra shares per Dominion share) that would create the world's largest utility, with NextEra shareholders owning about 75% of the combined company. The script argues energy has become the key constraint for AI as data centers and model training drive unprecedented electricity demand, shifting the “picks and shovels” opportunity from GPUs to the grid. The deal strengthens control in Northern Virginia “data center alley,” securing critical interconnection capacity sought by major tech firms. It highlights utilities' regulated returns, forced demand via long-term power purchase agreements, and dividends plus growth, while noting risks from regulatory scrutiny, massive capital needs amid high rates, and potential political backlash over costs and environmental impact. A sponsor segment promotes cost segregation for real estate depreciation.00:00 Energy Beats AI00:24 Merger Shockwave01:05 Deal Numbers01:35 Data Center Alley02:12 Sponsor Break03:12 AI Power Surge03:49 Grid Is Picks04:12 Utility Wealth Case05:14 Risks And Pushback06:17 Why Still Bullish06:51 Final Thoughts
Comprehensive coverage of the day's news with a focus on war and peace; social, environmental and economic justice. Cuba (map by Cacahuate licensed under the Creative Commons Attribution-Share Alike 4.0 International) US escalates pressure on Cuba with indictment of former president Raul Castro; Reckoning Action fights back against attacks on women's gains with research, activism on public policy; Migrants at private California migrant detention center hold hunger strike over abuse, inhumane conditions; Officers who defended Capitol from rioters sue to block insurrectionist payouts from $1.8B ‘anti-weaponization' fund; Barney Frank, liberal congressmember and trailblazer for gay rights, dies at 80 The post US escalates pressure on Cuba with indictment of former president Raul Castro; Migrants at California migrant detention center hold hunger strike over inhumane conditions – May 20, 2026 appeared first on KPFA.
Putin arrives in Beijing for a two-day state visit, as Russia holds large-scale nuclear drills near NATO borders, Iranian media reveal details of Tehran's latest ceasefire proposal, the Pentagon pauses its participation in a U.S.-Canada military board, Todd Blanche faces questioning over a $1.8B "anti-weaponization fund," Trump endorses Ken Paxton in the Texas Senate race, the WHO convenes an emergency meeting on the Ebola outbreak, U.K. unemployment hits 5%, Starbucks Korea's CEO is fired over a controversial "Tank Day" promotion, and a Texas firm hatches live chicks from an artificial egg. Sources: Verity.News
Tuesday, May 19th, 2026 Today, Trump has unilaterally dropped his $10B lawsuit against the IRS and has set up a $1.7B slush fund to pay his criminal co-conspirators; the district attorney in Hennepin County Minnesota has charged ICE officer Christian Castro with assault and lying in the shooting of Julio Cesar Sosa-Celis; a jury has dismissed Elon Musk's claims against Open AI CEO Sam Altman; the House Oversight Committee will interview one of the prison guards on duty when Epstein died; and Allison and Dana deliver your Good News. Thank You, IQBAR Text DAILYBEANS to 64000 to get 20% off all IQBAR products, plus FREE shipping. Message and data rates may apply. California Rising - It was a powerful night to launch the fight to win back the House! The show is over but you can still help us reach our fundraising goal! bluewavecalifornia.org/concert Guest: Adam KlasfeldAll Rise News@allrisenews|Bluesky, @klasfeldreports.com|BlueSky, @KlasfeldReports|Twitter, @senecaprojectus - Instagram The Latest Breakdown:Retired Judge Blasts Trump's $1.7B Slush Fund for Allies | The Breakdown StoriesLive updates: Three killed, two suspects dead in shooting at San Diego mosque | NBC 7 San Diego DOJ sets up $1.8B ‘anti-weaponization' fund after Trump drops IRS lawsuit | NBC News House Oversight Committee to interview prison guard on duty when Jeffrey Epstein died | ABC7 New York Minnesota county charges ICE officer in shooting during immigration crackdown | PBS News Jury dismisses all claims in Elon Musk's lawsuit against OpenAI CEO Sam Altman | NPR Good Trouble The next protest here opposing the "deathstar" 'Stratos' data center is by Indivisible, Saturday, 23 May at the Utah State Capitol, 11 am. Dump Data Centers · Indivisible →STOP the deportation proceedings against Mohsen Mahdawi - Action Network →SusanRogan - how-to-help-win-the-midterms →detentionwatchnetwork.org →FieldTeam6.org →Standwithminnesota.com →Tell Congress Ice out Now | Indivisible, Defund ICE | 5Calls →Congress: Divest From ICE and CBP | ACLU →ICE List →iceout.org Good NewsV Spehar (@underthedesknews) - Instagram LouisianaDeservesBetter.comgeauxvote.com/ElectionsAndVoting.html No Detention Centers in Michigan Conserve Ohio →Share your Good News & Good Trouble - The Daily Beans →Beans Talk audio -beans-talk.simplecast.com →Email Dana LGBTQ Owned eating establishments in your area - hello@mswmedia.com Subject: “Dana's Project” Subscribe to the MSW YouTube Channel - MSW Media - YouTube Harry Dunn is running for CongressHarry Dunn for Maryland Our Donation Links The Daily Beans is donating $10,000 and invites you to give what you can to support their life-affirming work - Donate to It Gets Better / The Daily Beans Fundraiser The Daily beans is donating $10,000 and invites you to give what you can to support their life-affirming work - Donate to It Gets Better / The Daily Beans Fundraiser Pathways to Citizenship link to MATCH Allison's Donationhttps://crm.bloomerang.co/HostedDonation?ApiKey=pub_86ff5236-dd26-11ec-b5ee-066e3d38bc77&WidgetId=6388736 Join Dana and The Daily Beans in support of Human Rights Campaign http://onecau.se/_ekes71 More Donation LinksNational Security Counselors - Donate, ActBlue.com/donate/msw-bwc, WhistleblowerAid.org/beans Dr. Allison Gill - The Breakdown | Allison Gill, Mueller, She Wrote @muellershewrote.com - Bluesky, MSW & The Daily Beans Podcast @muellershewrote - Instagram, MSW Media - YouTube →Federal workers - email AG at fedoath@pm.me and let me know what you're going to do, or just vent. I'm always here to listen. Dana Goldberg - Dana is on Patreon! At Dana's Dugout, @dgcomedy - Bluesky, @dgcomedy - IG, Dana Goldberg - Facebook, DanaGoldberg.com More from MSW Media - Shows - MSW Media, Cleanup On Aisle 45 pod, The Breakdown | Allison Gill Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Today's Headlines: Three people were killed in a shooting at the Islamic Center of San Diego — the city's largest mosque — by two teenage gunmen who died of self-inflicted wounds, with a security guard preventing the attack from being significantly worse. Notably, one shooter's mother had called police two hours earlier as a runaway juvenile report, telling them her son might be suicidal and had taken three of her weapons and her car. On the grift beat, the DOJ officially created the "Antiweaponization Fund" — a $1.776 billion taxpayer-funded slush fund that will pay unlimited, untaxable claims to anyone who says they were persecuted by the Biden administration, administered by a secret five-member board appointed by Todd Blanche, Trump's former personal criminal attorney. This is the "concession" Trump made in exchange for dropping his $10 billion IRS lawsuit — while still personally pocketing $230 million and getting all his family's tax audits dropped. Meanwhile, 60 Minutes reported that nine interconnected Polymarket accounts made $2.4 million betting on specific military actions during the Iran war with a 98% win rate across 80 bets, including the exact dates of the first strikes and the ceasefire announcement, which raises some extremely interesting questions about who's behind those accounts. Trump also announced he's pausing his planned Iran strike — which he said was scheduled for today — at the request of Gulf state leaders, while simultaneously instructing Hegseth to have a "full, large scale assault" ready at a moment's notice, because that's what de-escalation looks like now. Speaking of Hegseth, he flew to Kentucky on taxpayer — sorry, "personal" — time to campaign against Thomas Massie ahead of today's primary. In dictator vibes news, Putin arrived in Beijing today to meet with Xi Jinping four days after Trump's visit. North America's electric grid watchdog issued its strongest-ever warning that data centers are pushing the grid toward blackouts and water shortages, and Trump's reflecting pool paint job is now also reportedly toxic to the workers applying it and the public breathing it in. And finally, Elon Musk lost his OpenAI trial in under two hours — on a technicality about waiting too long to file — and his attorney responded by comparing the loss to battles during the Revolutionary War, which is completely normal legal analysis. Resources/Articles mentioned: AP News: Teenage gunmen open fire on San Diego mosque, killing 3 men and then themselves AP News: Justice Department announces nearly $1.8B fund to compensate Trump allies in a deal to drop IRS suit CBS News: Suspected insider accounts net $2.4 million on Polymarket Iran war bets with 98% win rate, firm finds Axios: Trump says he's pausing plan to attack Iran The Hill: Pentagon says Hegseth campaigning against Massie in ‘personal capacity' The Guardian: Xi prepares to welcome Putin to China four days after hosting Trump QZ: How AI data centers create cascading power outages The Guardian: Workers racing to turn reflecting pool blue for Trump may be at risk, union warns | Washington DC Wired: Elon Musk Loses Landmark Lawsuit Against OpenAI Subscribe to the Betches News Room and join the Morning Announcements group chat. Go to: betchesnews.substack.com Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices
Burnie and Ashley discuss influencer fatigue, influencer licensing, America's latest mass shootings, Trump's 1.8B tax fund, Cannes updates, Supermodel certification, ventriloquism, and Sunlight.
This episode is brought to you by Audible, WHOOP and Strong Coffee Company. What really created Tesla's explosive growth? Was it Elon Musk, innovation, timing… or was there actually a repeatable formula behind it all? In this episode of Ever Forward Radio, former Tesla President Jon McNeill breaks down the exact framework used to scale Tesla from $1.8 billion to nearly $20 billion in revenue in just 30 months. Drawing from his new book, The Algorithm, Jon explains how companies like Tesla, SpaceX, Lululemon, and others use systems thinking, customer obsession, speed, curiosity, and innovation to create hypergrowth. But this conversation goes far beyond business. Chase and Jon explore how the same principles can be applied to your personal life, fitness, mindset, relationships, habits, and purpose. They discuss the danger of comfort and convenience, why most startups fail even with funding, how to build a mission-driven life, and the hidden cost of scaling too fast. Jon also shares behind-the-scenes stories from Tesla, lessons from working alongside Elon Musk, the importance of values and intentionality, and why curiosity may be the greatest superpower for growth. If you want to learn how to think bigger, move faster, simplify your life, and build something meaningful — this episode is for you ----- 00:00 — Tesla's Hypergrowth Story Begins 00:02 — The Mobile Service Breakthrough 00:12 — Tesla's Parking Lot "Triage" System 00:26 — The Algorithm Explained in 30 Seconds 00:43 — How Tesla Reduced Car Buying From 64 Clicks to 13 01:01 — Intro & Audible Sponsor 01:58 — How Tesla Scaled From $1.8B to $20B in 30 Months 02:35 — Is Hypergrowth Just Controlled Chaos? 03:14 — Growth vs Innovation: Which Comes First? 04:20 — "Creative Dissatisfaction" Inside Tesla 04:42 — Why "Done Is Better Than Perfect" 05:46 — How Tesla Used Customer Feedback Loops 07:23 — The Service Problem That Nearly Broke Tesla 08:53 — Creating Tesla's Mobile Service Model 10:12 — Why Convenience Changes Everything 12:08 — Step 1 of The Algorithm: Question Assumptions 14:03 — Consumer Friction & Asking Better Questions 16:14 — Why Tesla Put Stores Next to Apple & Lululemon 17:04 — Elon Musk's "Domino's Pizza" Car Buying Challenge 18:06 — Eliminating Unnecessary Loan Paperwork 19:20 — How Tesla Made Buying a Car Feel Like Ordering Pizza 20:18 — Convenience vs Character 21:36 — Fitness, Discipline & GLP-1s 23:01 — The Power of Intentionality 24:08 — Building Systems That Scale 25:38 — Learning From Hospitals & Emergency Rooms 27:20 — Curiosity as a Superpower 27:58 — Breaking Down The Algorithm Step-by-Step 29:12 — Why Speed & Quality Must Work Together 30:00 — Lessons From Olympic Cross-Country Skiers 31:20 — Using Speed to Expose Weaknesses 32:03 — How Toyota Forced Tesla to Improve Faster 32:43 — Turning Customers Into Tesla Evangelists 35:19 — Why Tesla Owners Became Obsessed With the Brand 37:14 — Strong Coffee Sponsor Break 37:27 — Knowing When to Pivot vs Keep Pushing 39:12 — Why "Good Enough" Is Dangerous 39:33 — Steve Jobs & The Simplicity Principle 42:04 — How Lululemon Cut Production From 1 Year to 8 Weeks 45:39 — Elon Musk's 10X Thinking 47:02 — Finding People Who Challenge You 49:33 — The Importance of Shared Values 51:26 — Tesla's Core Value: Customer Obsession 52:32 — Values vs Goals 52:51 — Productive Pressure vs Destructive Stress 54:46 — When Hypergrowth Becomes Dangerous 56:11 — Jon McNeill's Daily Habits & Routines 58:02 — How Family & Values Shape Success 59:13 — Why Company Values Matter 01:01:35 — What Surprised Jon While Writing The Book 01:03:38 — Why Tesla Almost Failed 01:04:42 — The #1 Trait of Successful People 01:05:50 — Why Most Startups Die 01:06:19 — How to Scale Your Life Like a Company 01:07:00 — The Moral Responsibility of Growth 01:07:22 — What "Ever Forward" Means to Jon McNeill 01:08:36 — Where to Find Jon & The Algorithm Book ----- Episode resources: Get Jon's new book The Algorithm Get his audiobook for FREE with your 30-day trial of Audible at https://www.AudibleTrial.com/everforward Track your sleep, training, recovery and so much more with the WHOOP physical activity tracker Save 15% on my favorite at-home coffee with code CHASE at https://www.StrongCoffeeCompany.com/chase Watch and subscribe on YouTube
Everyone and their grandmother waited to disclose AI deals during quarterly earnings, with IREN, Hut 8, and Cipher Digital announcing new tenants and massive expansion plans. Welcome back to The Blockspace Podcast! Charlie and Colin cover a flurry of deals and quarterly earnings in the bitcoin miner-AI space. We break down IREN's roadmap to 5 GW and their new Nvidia partnership, Hut 8's $9.8B contract with an undisclosed hyperscaler, and Cipher Digital coming out with its 3rd AI data center deal but with undisclosed details. We also sit down with Lygos' co-founder Francis Corvino to address the news that Strategy may sell bitcoin in the future and review Luxor's April hashrate lookback series with Kaan Farahani. Plus, quarterly results from $IREN, $HUT, $WULF, $CORZ, and $CIFR.