Podcasts about 8B

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Latest podcast episodes about 8B

Real Vision Presents...
Markets Rattle as Warsh Named Fed Chair & BTC Hits $81K

Real Vision Presents...

Play Episode Listen Later Jan 30, 2026 8:05


Markets were hit with a surge of volatility after President Trump confirmed Kevin Warsh as his nominee for Fed Chair, raising fresh uncertainty around U.S. monetary policy. The VIX jumped as much as 13%, fueled further by shutdown risk and escalating tensions between the U.S. and Iran. U.S. equities sold off sharply, led by Microsoft's worst session since 2020, wiping out more than $350 billion in market value. Meanwhile, Europe offered a rare bright spot as Eurozone GDP beat expectations, unemployment fell to a record low, and Spain led growth. Precious metals saw extreme reversals after a scorching run — silver plunged 15%, gold dropped as much as 8%, yet remained on track for its best monthly performance since 1982. In crypto, Bitcoin fell to $81,000, marking its worst streak of monthly losses since 2018, triggering $1.8B in liquidations. Binance announced it would convert $1B of stablecoins into BTC, offering a rare vote of confidence. A packed, volatile session — all the key facts, no spin.

The Options Insider Radio Network
The Hot Options Report: 01-29-26

The Options Insider Radio Network

Play Episode Listen Later Jan 29, 2026 14:47


Episode Summary Earnings season is in full swing, and the options tape is absolutely on fire. Host Mark Longo breaks down a massive day of paper, where it took over 671,000 contracts just to crack the Top 10. From Meta's massive post-earnings "lottery ticket" winners to Microsoft's tumble into the "dark side," we examine the strikes and flows defining the market on this action-packed Thursday. Plus, a look at Apple's after-hours movement following its Q1 revenue beat and why Tesla is back in the #1 spot despite a rough day for shareholders. Inside the Hot Options Tape Tesla (TSLA): Reclaims the #1 spot with 2.79M contracts. We dive into the $420 puts as the stock slips nearly 3.5% post-earnings. Nvidia (NVDA): A rare drop to #2 despite 2.54M contracts. Is the $192.50 call paper looking for a Friday payday? Microsoft (MSFT): The "dark side" prevails after earnings, with a 10% sell-off. We track a massive 100,000-lot butterfly spread targeting December. Meta (META): A spectacular win for the bulls. Those $700 "lottery ticket" calls paid off big as the stock surged toward $740. Apple (AAPL): Breaking down the $260 calls as the stock trends higher in the after-hours following a $143.8B revenue report. Palantir (PLTR): Returning to levels not seen since last summer. Are the $150 puts signaling more pain ahead? MicroStrategy (MSTR): Taking it on the chin with a 10% drop. Was the $167.50 call flow a brave rebound play or just lighting money on fire? Market Breakdown by the Numbers Rank Symbol Volume The "Hot" Option Price/Context 1 TSLA 2.79M $420 Puts Nearly 100k contracts; price ~$4.93 2 NVDA 2.54M $192.50 Calls 211k contracts; eyes on tomorrow's close 3 MSFT 2.34M $575 Calls Part of a massive Dec. butterfly spread 4 META 1.42M $750.50 Calls Bulls sweating as stock hits $744 high 5 PLTR 1.14M $150 Puts 53k contracts; stock hit low of $147.12 Resources & Links Generate Your Own Reports: TheHotOptionsReport.com Go Pro: Get exclusive insights at TheOptionsInsider.com/Pro

Fitt Insider
Anta challenges Nike, Whoop defends data, Ulta leans into wellness

Fitt Insider

Play Episode Listen Later Jan 28, 2026 3:01


January 28, 2026: Your daily rundown of health and wellness news, in under 5 minutes. Today's top stories: Anta Sports buys 29% stake in Puma for $1.8B, becoming largest shareholder and positioning as global challenger to Nike Top tennis players told to remove Whoop devices at Australian Open as Grand Slams debate fairness of real-time data access Kevin Hart joins Burn Boot Camp as equity partner and franchisee, opening own location as part of growing wellness portfolio Ulta Beauty pilots Wellness by Ulta Beauty concept, expanding into supplements, sexual wellness, and recovery with in-store educators 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  

Govcon Giants Podcast
312: $82B in 90 Days: How Small Businesses Can Win Before Q1 Ends

Govcon Giants Podcast

Play Episode Listen Later Jan 28, 2026 50:25


In this episode, Eric Coffie breaks down a massive Q1 opportunity: the government has roughly 90 days to obligate $82.8B in unobligated DoD funds—or risk losing budget authority. Eric shares how he triangulated data across sources (including NDAA legislation, Treasury Fiscal Data, CBO, and unobligated balance reporting) and explains what "unobligated" really means: authorized money that hasn't been committed to contracts yet—creating a high-pressure spend window from January through March. Eric also explains why this is a "perfect storm" for small businesses: higher sole-source thresholds (non-manufacturing up to $8M, manufacturing up to $10M), relentless small business goal pressure, and a huge recompete marketplace where long-term vehicles can lock up spend for 5–10+ years. He closes with actionable next steps (buyers lists, low-competition hit lists, NDAA cheat sheets, agency pain points, and recompete trackers) so contractors can stop reacting late—and start positioning early. Key Takeaways: Q1 is a use-it-or-lose-it spend window—position now, not when the bid drops Most money is tied to task orders/IDIQs + sole source, not just SAM "open bids" Track recompetes + agency pain points to negotiate and partner before teams are picked If you want to learn more about the community and to join the webinars go to: https://federalhelpcenter.com/  Website: https://govcongiants.org/  Connect with Encore Funding: http://govcongiants.org/funding Join 2026 Surge Bootcamp Starting January 31: https://govcongiants.org/surge 

The Book of the Dead
Chapter 129: Small Town Silence-The Murder of Corinne Perry

The Book of the Dead

Play Episode Listen Later Jan 28, 2026 26:23 Transcription Available


When 17-year-old Corinne Perry disappeared from Creston, Iowa, she seemed to vanish into thin air, leaving behind only an abandoned car and carefully folded clothes. The mystery of what happened in the hours before her death and just who was responsible has evaded investigators for decades. This is the story of a missing girl, which hit too close to home, so soon after another young boy went missing, leaving a community reeling. Anyone with information about the murder of Corinne Perry is asked to contact:The Iowa Division of Criminal Investigation at (515) 725-6010, email dciinfo@dps.state.ia.us,or contact the Creston Police Department at (641) 782-8402.Connect with us on Social Media!You can find us at:Instagram: @bookofthedeadpodX: @bkofthedeadpodFacebook: The Book of the Dead PodcastTikTok: BookofthedeadpodOr visit our website at www.botdpod.comCavallier, A. (2020, April 10). Decades-old murder of Iowa teen in 1983 remains unsolved. Yahoo News. https://www.yahoo.com/news/decades-old-murder-iowa-teen-171200453.htmlCorinne Elaine Perry (1965-1983) - Find a grave. . . (1965, August 28). https://www.findagrave.com/memorial/143319127/corinne-elaine-perryCoulter, C. (2025, June 7). She went to the laundromat alone — then a man followed her out, and she was never seen alive again. People.com. https://people.com/corrine-perry-iowa-teen-vanished-laundromat-11748033Gene “didn't run away. . .his birthday was coming.” (1984, September 2). The Des Moines Register, 6A.Heinlein, G. (1984, November 4). Young hunters find remains of Corinne Perry. The Des Moines Register, 3B.Iowa Cold Cases, Inc. (2025, December 13). Corinne Perry | Iowa Cold cases. Iowa Cold Cases. https://iowacoldcases.org/case-summaries/corinne-perry/National Missing Children's Day | About Missing Children's Day | Office of Juvenile Justice and Delinquency Prevention. (n.d.). Office of Juvenile Justice and Delinquency Prevention. https://ojjdp.ojp.gov/nmcd/about-missing-childrens-dayO'Brien, C. (2024, December 3). The Murder of Corinne Perry. Medium. https://medium.com/@Charlie_OBrien/the-murder-of-corinne-perry-e02aa50ff8dbOffer reward for teen. (1983, May 10). The Daily Reporter, 3.Pastor conducts prayer vigil for missing girl. (1983, May 15). The Des Moines Register, 8B.Perry, C., Creston Police Dept., & Iowa DCI. (1983). HOMICIDE VICTIM. https://www.iowaattorneygeneral.gov/media/cms/ICC_Playing_Card_9_clubs_5DE29B15A4BA0.pdfRaffensperger, G. (1984, February 6). Search goes on for girl missing nearly 10 months. The Des Moines Register, 3A.Santiago, F. (1983, July 3). Creston folks gather to find young woman who is missing. The Des Moines Register, 5B.Santiago, F. (1984a, November 5). Officers seek death cause. The Des Moines Register, 2A.Santiago, F. (1984b, November 7). Cause of Perry death may remain a mystery. The Des Moines Register, 2A.Shaw, B. (1984, September 18). Call about missing daughter mystifies, unnerves Iowa mother. The Des Moines Register, 2M.Woman still searching for justice in sister Corinne Perry's murder nearly 40 years after she was killed after leaving Iowa laundromat. (2020, April 11). NBC News. https://www.nbcnews.com/dateline/woman-still-searching-justice-sister-corinne-perry-s-murder-nearly-n1181291If you enjoyed the episode, consider leaving a review or rating! It helps more than you know! If you have a case suggestion, or want attention brought to a loved one's case, email me at bookofthedeadpod@gmail.com with Case Suggestion in the subject line.Stay safe, stay curious, and stay vigilant.

SaaS Fuel
Why Product Teams Miss Revenue Goals | Ryan Debenham | 357

SaaS Fuel

Play Episode Listen Later Jan 27, 2026 52:58


Ryan Debenham, CEO of Grin, shares his unconventional journey from software engineer to leading a nearly billion-dollar creator management platform. In this candid conversation, Ryan reveals how he "accidentally" became a CEO by following challenges rather than titles, and why that mindset shift transformed how he builds products and companies.He discusses the critical disconnect between engineering and go-to-market teams, the revolutionary potential of AI agents in influencer marketing, and why democratizing influence could unlock a massive untapped market. Ryan also shares insights from his time at Qualtrics (acquired by SAP for $8B) and Route, offering practical wisdom on connecting product teams to revenue outcomes and building AI that feels "alive."Key Takeaways[4:30] - The Accidental CEO Path: Ryan explains how becoming a CEO was never his plan—he loved building products but never built companies around them. His career evolved by chasing challenges rather than titles or money.[10:30] - The Product-to-Company Graveyard: Ryan candidly shares how his early product ideas (including a ride-sharing concept 20 years ago and a photo categorization tool) died because he focused only on building, not on solving the hard business problems.[12:15] - The Mindset Shift: The biggest change from engineering to CEO? When revenue numbers became Ryan's responsibility, he finally understood what customers truly needed—not just what they said they wanted.[14:30] - Breaking Down Silos: Ryan discusses why the tension between product, engineering, marketing, and sales "will kill the business" and how he's connecting these departments at the hip.[19:30] - The Qualtrics Lesson: A powerful story about spending six months building the wrong text analytics product at Qualtrics, despite sitting next to customers repeatedly. The lesson: understanding business needs requires deeper connection than just listening to feature requests.[26:00] - AI as Electricity: Ryan's compelling analogy comparing LLMs to the development of electricity and CPUs—powerful building blocks that are worthless alone but transformational when paired with the right infrastructure.[28:30] - Mandatory AI Adoption: Ryan required all engineers at Grin to use AI coding tools. One engineer quit over the pressure but came back, realizing it was a mistake. His prediction: in a few years, you won't get hired as an engineer if you don't know AI tools.[32:00] - Building Software That's "Alive": Ryan describes Gia, Grin's AI agent that journals daily, runs standups with other agents, creates action items, and can discuss what she's learning and what features should be built next.[35:00] - The Influencer Marketing Problem: Why Grin's growth stalled—aspirational customers bought the software but failed at influencer marketing because the operational complexity was too high, leading to churn.[38:30] - The Two-Sided Platform Gap: Most influencer platforms built for merchants and forgot creators. Ryan explains why supporting creators is the most important part of the solution.[44:30] - Democratizing Influence: Ryan's vision that "everybody is an influencer"—the real opportunity is capturing and rewarding the micro-influence that happens in everyday conversations between millions of people.[49:00] - The Collision Course: Why affiliate marketing and influencer marketing are merging into something new—it's all about capturing word-of-mouth at different scales.Tweetable...

The Heart of Healthcare with Halle Tecco
Building the Largest Health Data Ecosystem in the US | Datavant CEO Kyle Armbrester

The Heart of Healthcare with Halle Tecco

Play Episode Listen Later Jan 26, 2026 41:56


It has been said that we don't have “big data” in healthcare, but instead a large amount of “small data.”In this episode, Halle speaks with Kyle Armbrester, CEO of Datavant and former CEO of Signify Health (acquired for $8B), about why healthcare data still moves the way it did decades ago and what it will take to modernize it at scale. Kyle reflects on building and leading large health tech companies and explains how fixing data flow could reduce administrative waste, improve security, and make care easier for patients and providers alike.We cover:Why healthcare billing still happens after the fact and how that fuels administrative wasteHow missing data standards led to fax-based workflows and brittle systemsWhy healthcare data is such an attractive target for cyberattacksHow clinical data can be shared digitally without being owned or resoldLeadership lessons from scaling companies through IPOs and acquisitions—About our guest: Kyle Armbrester is Chief Executive Officer of Datavant, a healthcare data platform company with a mission to make the world's health data secure, accessible, and actionable. Datavant operates the largest and most diverse health data exchange in the U.S., connecting more than 70 percent of the 100 largest health systems, all U.S. payers, and 300 plus real world data partners.Previously, Kyle served as CEO of Signify Health, where he led more than 200 percent revenue growth, took the company public in 2021, and guided its acquisition by CVS Health in 2023 for approximately $8 billion. He later served on the CVS Health executive management team, overseeing healthcare delivery strategy and interoperability.Earlier in his career, Kyle was Chief Product Officer and Head of Corporate Development at athenahealth, where he helped scale revenue from $320 million to $1.2 billion and launched the company's partnership marketplace. Kyle has served on multiple healthcare boards and holds an MBA and AB from Harvard University.—Chapters:00:01:20 Introduction to Kyle Armbrester and his journey in healthcare00:03:58 The impact of Athena Health on healthcare innovation00:06:20 Datavant: Revolutionizing health data interoperability00:08:15 The role of Datavant in reducing administrative burden00:12:20 Understanding Datavant's value proposition across stakeholders00:14:00 Consumer products and data accessibility at Datavant00:18:25 The scale and impact of Datavant in healthcare00:19:35 Cybersecurity challenges in healthcare data management00:23:57 Bridging the gap in healthcare regulations00:26:13 Unlocking the value of untapped healthcare data00:29:25 Challenges of value-based care models00:33:23 The reality of being a CEO in healthcare00:37:00 Navigating IPOs vs. Acquisitions00:39:44 Innovating healthcare incentives for better outcomes—Pre-order Halle's new book, Massively Better Healthcare.—

The Bitboy Crypto Podcast
Bitcoin Signal Flashing as Fed Injects $8B

The Bitboy Crypto Podcast

Play Episode Listen Later Jan 26, 2026 105:15


The Federal Reserve just moved $8B into the system. Is this the liquidity spark we've been waiting for to push BTC toward the $100K mark, or is the "Smart Money" preparing for a massive "sell the news" event?

Real Estate Espresso
Cautious Opportunism with David Becker

Real Estate Espresso

Play Episode Listen Later Jan 24, 2026 13:51


Dave Becker is a principal at Time Equities, a Manhattan based equity player with $8B in assets under management. On today's show we are talking about how David is approaching the market even with asset classes that have some challenges like office. To connect with David, you can find him on LinkedIn, or visit timeequities.com------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

The Canadian Bitcoiners Podcast - Bitcoin News With a Canadian Spin
Carney's New World Order, China's EVs in Canada, Ontario Sees HUGE Homeless Spike | The CBP 248 Pt 2

The Canadian Bitcoiners Podcast - Bitcoin News With a Canadian Spin

Play Episode Listen Later Jan 21, 2026 40:34


SUBSCRIBE AND JOIN US LIVE EVERY MONDAY NIGHTBitcoin's biggest week yet. We break down everything: BIP-110's soft fork controversy (can 45% hashrate really win?), Eric Adams' NYC memecoin rug pull ($1.3M gone in 30 minutes), solo miners earning $300K blocks, and the Strive-Semler Bitcoin acquisition creating the #11 corporate holder globally.But it's not just crypto news. This week's also about decentralization actually working: X killed InfoFi with one API ban (validating why decentralized social networks matter), Uganda shut down the internet and 400K citizens downloaded Jack Dorsey's offline BitChat app instead, and Iran's $7.8B crypto economy proves Bitcoin's hardest use case is real—escaping financial repression.We also cover Canadian policy: the Federal Court ruled the Emergencies Act unconstitutional, Canada just pivoted to China with a major trade deal, and Ontario's homelessness hit 85,000 (government spent $4B and the problem got worse).⁠Discord:   / discord   A part of the CBP Media Network: ⁠www.twitter.com/CBPMediaNetworkThis show is sponsored by: easyDNS - https://easydns.com EasyDNS is the best spot for Anycast DNS, domain name registrations, web and email services. They are fast, reliable and privacy focused. With DomainSure and EasyMail, you'll sleep soundly knowing your domain, email and information are private and protected. You can even pay for your services with Bitcoin! Apply coupon code 'CBPMEDIA' for 50% off initial purchase Bull Bitcoin - ⁠⁠https://mission.bullbitcoin.com/cbp⁠⁠ The CBP recommends Bull Bitcoin for all your BTC needs. There's never been a quicker, simpler, way to acquire Bitcoin. Use the link above for 25% off fees FOR LIFE, and start stacking today.256Heat -⁠ https://256heat.com/ ⁠ GET PAID TO HEAT YOUR HOUSE with 256 Heat. Whether you're heating your home, garage, office or rental, use a 256Heat unit and get paid MORE BITCOIN than it costs to run the unit. Book a call with a hashrate heating consultant today.RESEARCH LINKS:BIP-110: https://stacker.news/items/1413227Eric Adams: https://www.nytimes.com/2026/01/13/ny...Solo mining: https://bitbo.io/news/solo-miner-rare...Strive-Semler: https://cryptobriefing.com/strive-add...21Shares: https://www.globenewswire.com/news-re...X/InfoFi: https://blog.mexc.com/news/x-kills-in...Self-custody: https://x.com/BitcoinNews/status/2012...Iran: https://www.chainalysis.com/blog/iran...Emergencies Act: https://www.fca-caf.ca/en/pages/decis...Canada-China: https://www.international.gc.ca/news-...Ontario: https://www.amo.on.ca/events-training...Uganda: https://www.reuters.com/business/medi...

The Canadian Bitcoiners Podcast - Bitcoin News With a Canadian Spin
BIP-110 Fork Wars, Eric Adams Rug Pull, and $7.8B BTC Iran Protests | The CBP 248 Pt 1

The Canadian Bitcoiners Podcast - Bitcoin News With a Canadian Spin

Play Episode Listen Later Jan 20, 2026 57:38


SUBSCRIBE AND JOIN US LIVE EVERY MONDAY NIGHTBitcoin's biggest week yet. We break down everything: BIP-110's soft fork controversy (can 45% hashrate really win?), Eric Adams' NYC memecoin rug pull ($1.3M gone in 30 minutes), solo miners earning $300K blocks, and the Strive-Semler Bitcoin acquisition creating the #11 corporate holder globally.But it's not just crypto news. This week's also about decentralization actually working: X killed InfoFi with one API ban (validating why decentralized social networks matter), Uganda shut down the internet and 400K citizens downloaded Jack Dorsey's offline BitChat app instead, and Iran's $7.8B crypto economy proves Bitcoin's hardest use case is real—escaping financial repression.We also cover Canadian policy: the Federal Court ruled the Emergencies Act unconstitutional, Canada just pivoted to China with a major trade deal, and Ontario's homelessness hit 85,000 (government spent $4B and the problem got worse).⁠Discord:   / discord   A part of the CBP Media Network: ⁠www.twitter.com/CBPMediaNetworkThis show is sponsored by: easyDNS - https://easydns.com EasyDNS is the best spot for Anycast DNS, domain name registrations, web and email services. They are fast, reliable and privacy focused. With DomainSure and EasyMail, you'll sleep soundly knowing your domain, email and information are private and protected. You can even pay for your services with Bitcoin! Apply coupon code 'CBPMEDIA' for 50% off initial purchase Bull Bitcoin - ⁠⁠https://mission.bullbitcoin.com/cbp⁠⁠ The CBP recommends Bull Bitcoin for all your BTC needs. There's never been a quicker, simpler, way to acquire Bitcoin. Use the link above for 25% off fees FOR LIFE, and start stacking today.256Heat -⁠ https://256heat.com/ ⁠ GET PAID TO HEAT YOUR HOUSE with 256 Heat. Whether you're heating your home, garage, office or rental, use a 256Heat unit and get paid MORE BITCOIN than it costs to run the unit. Book a call with a hashrate heating consultant today.RESEARCH LINKS:BIP-110: https://stacker.news/items/1413227Eric Adams: https://www.nytimes.com/2026/01/13/ny...Solo mining: https://bitbo.io/news/solo-miner-rare...Strive-Semler: https://cryptobriefing.com/strive-add...21Shares: https://www.globenewswire.com/news-re...X/InfoFi: https://blog.mexc.com/news/x-kills-in...Self-custody: https://x.com/BitcoinNews/status/2012...Iran: https://www.chainalysis.com/blog/iran...Emergencies Act: https://www.fca-caf.ca/en/pages/decis...Canada-China: https://www.international.gc.ca/news-...Ontario: https://www.amo.on.ca/events-training...Uganda: https://www.reuters.com/business/medi...

The James Altucher Show
Is Mind-Reading AI Coming Soon? My First Real AI Nervous Moment

The James Altucher Show

Play Episode Listen Later Jan 17, 2026 21:34


A Note from James:Data is oil. Data is the gold of this AI revolution. Imagine you have an AI that has all of everybody's thoughts also—so it's not just learning on tweets and texts, it's learning on the 60,000 or so thoughts that 8 billion people think each day around the world. This sounds like amazing science fiction and magic and everything that one could ever have dreamed of… or it could be the end of the world. Episode Description:In this solo episode, James breaks down a recent AI development that made him pause for the first time: OpenAI's investment in a brain-computer interface startup called Merge Labs. He explains why data is the core asset in AI—and why the next frontier isn't better chatbots, but higher-bandwidth access to human intent, attention, and ultimately thought.James compares Merge Labs' approach with Neuralink, then walks through the practical upsides: medical breakthroughs, hands-free control of devices, and AI-assisted cognition in everyday life. But he also explores the uncomfortable implications: privacy, influence, and the risk that “thought data” could become the most valuable—and most dangerous—resource on Earth. What You'll Learn:Recognize why “data is oil” is still the most important frame for AI power Understand what brain-computer interfaces are, and how they differ across companies Think through real use cases (medical, device control, communication) before the hype takes over Identify the privacy line: what “training on your thoughts” could actually mean in practice Pressure-test your own optimism about AI by asking: “Once data is shared, can it be unshared?” Timestamped Chapters:[02:00] Data is oil: why AI is really a data arms race [02:40] Utopia vs dystopia vs “newtopia” [03:16] The optimist's argument: tech usually helps more than it hurts [04:39] The news: OpenAI invests $250M into Merge Labs [05:29] Why the Sam Altman overlap matters (and why it's unusual) [06:02] What brain-computer interfaces actually do [06:22] Neuralink explained: reading intent from neurons [07:44] Writing signals back to the brain: the scary part (and the helpful part) [09:39] Merge Labs' approach: engineered neurons + ultrasound [12:47] Controlling devices by thought: the “thermostat from bed” future [14:35] Telepathy as technology: brain-to-brain messaging [16:17] Influence risk: persuasion and “writing” thoughts [18:45] The real moat: not software—data [19:55] The next dataset: 60,000 thoughts/day × 8B people [21:36] The irreversible trade: once data is handed over, it's gone [22:17] Why this kind of news is accelerating Additional Resources:OpenAI — “Investing in Merge Labs” (official announcement)WIRED — coverage of OpenAI's investment and Merge Labs' BCI approachTechCrunch — reporting on the Merge Labs seed round and valuationNeuralink — official siteSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The State - A Podcast from The State News + Impact 89FM
January 15, 2026

The State - A Podcast from The State News + Impact 89FM

Play Episode Listen Later Jan 15, 2026 5:41 Transcription Available


In the news today-  Arora: Why Ava Ziegler's competitive retirement should be seen as a celebration, not a loss, MSU hosts events for MLK Day celebration, MSU men's basketball dominates Indiana 81-60 in a late game showing, and MSU boasts $6.8B economic impact, calls for more state funding. 

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Billionaire Fireside Chat: Grant Cardone on Raising Capital, Real Estate & Bitcoin

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Jan 9, 2026 23:32


Send us a textIn this exclusive billionaire fireside chat, Richard C. Wilson sits down with Grant Cardone to talk about cash, scale, real estate, and why he's now blending apartment cash flow with Bitcoin liquidity.From taking a $350M Boca Raton asset out of bankruptcy from Blackstone, to raising $1.8B+ in equity directly from investors instead of Wall Street, Grant walks through how he thinks about capital, risk, and building a portfolio designed to last decades.What you'll learn:

The top AI news from the past week, every ThursdAI
ThursdAI - Jan 1 2026 - Will Brown Interview + Nvidia buys Groq, Meta buys Manus, Qwen Image 2412 & Alex New Year greetings

The top AI news from the past week, every ThursdAI

Play Episode Listen Later Jan 1, 2026 29:42


Hey all, Happy new year! This is Alex, writing to you for the very fresh start of this year, it's 2026 already, can you believe it? There was no live stream today, I figured the cohosts deserve a break and honestly it was a very slow week. Even the chinese labs who don't really celebrate X-mas and new years didn't come out with a banger AFAIK. ThursdAI - AI moves fast, we're here to make sure you never miss a thing! Subscribe :) Tho I thought it was an incredible opportunity to finally post the Will Brow interview I recorded in November during the AI Engineer conference. Will is a researcher at Prime Intellect (big fans on WandB btw!) and is very known on X as a hot takes ML person, often going viral for tons of memes! Will is the creator and maintainer of the Verifiers library (Github) and his talk at AI Engineer was all about RL Environments (what they are, you can hear in the interview, I asked him!) TL;DR last week of 2025 in AIBesides this, my job here is to keep you up to date, and honestly this was very easy this week, as… almost nothing has happened, but here we go: Meta buys ManusThe year ended with 2 huge acquisitions / aquihires. First we got the news from Alex Wang that Meta has bought Manus.ai which is an agentic AI startup we covered back in March for an undisclosed amount (folks claim $2-3B) The most interesting thing here is that Manus is a Chinese company, and this deal requires very specific severance from Chinese operations.Jensen goes on a new years spending spree, Nvidia buys Groq (not GROK) for $20BGroq which we covered often here, and are great friends, is going to NVIDIA, in a… very interesting acqui-hire, which is a “non binding license” + most of Groq top employees apparently are going to NVIDIA. Jonathan Ross the CEO of Groq, was the co-creator of the TPU chips at Google before founding Groq, so this seems like a very strategic aquihire for NVIDIA! Congrats to our friends from Groq on this amazing news for the new year! Tencent open-sources HY-MT1.5 translation models with 1.8B edge-deployable and 7B cloud variants supporting 33 languages (X, HF, HF, GitHub)It seems that everyone's is trying to de-throne whisper and this latest attempt from Tencent is a interesting one. a 1.8B and 7B translation models with very interesting stats. Alibaba's Qwen-Image-2512 drops on New Year's Eve as strongest open-source text-to-image model, topping AI Arena with photorealistic humans and sharper textures (X, HF, Arxiv)Our friends in Tongyi decided to give is a new years present in the form of an updated Qwen-image, with much improved realismThat's it folks, this was a quick one, hopefully you all had an amazing new year celebration, and are gearing up to an eventful and crazy 2026. I wish you all happiness, excitement and energy to keep up with everything in the new year, and will make sure that we're here to keep you up to date as always! P.S - I got a little news of my own this yesterday, not related to AI. She said yes

Clean Power Hour
The Clean Power Hour: Best of 2025 #326

Clean Power Hour

Play Episode Listen Later Dec 30, 2025 23:03 Transcription Available


#EP326 Happy Holidays! Today on the Clean Power Hour, Tim Montague breaks down his top 5 episodes of 2025, featuring conversations that shaped how we think about solar, storage, virtual power plants, microgrids, and AI. From Jigar Shah's call for the industry to become a political force to Spark AI's permitting breakthroughs, these episodes capture where clean energy is headed.Key Episodes Covered:Episode 304 - Jigar Shah85% of new grid capacity will be solar, wind, and batteriesFossil fuels outspend clean energy 10:1 on political lobbyingVPPs could shift 20% of peak load by 203020% of Americans struggle to afford their electricity billsEpisode 274 - Ryan Mayfield and Jayson Smith CPS America's Gonzo containerized battery (125-256 kWh)20-millisecond switchover for grid-forming capabilityDaisy chain up to 12 units for megawatt-scale deployments60% of CPS workforce dedicated to serviceEpisode 307 - Peter Kelly-Detwiler 1,500 MW of data center load disconnected in Virginia incidentPJM capacity prices jumped from $30 to $329 per MW-dayCalifornia VPPs dispatched 535 MW from 100,000 homesEpisode 310 - Jeff St. John (Canary Media) 93% of new U.S. grid additions were solar, batteries, and windTexas ERCOT grid now 50% solar, wind, and batteriesCalifornia VPPs show 2:1 cost-benefit ratioTexas allocated $1.8B for microgrids after Winter Storm UriEpisode 322 - Julia Wu and Anuj Saigal (Spark AI) Platform compresses 4-10 hours of research to secondsStandard Solar reduced acquisition diligence from months to one weekThree core use cases: site selection, regulatory monitoring, acquisition due diligenceBonus: Episode 296 - Mark Palmer (Conductor Solar)Most listened to and shared episode on SpotifyCovers PPAs, project finance, and tax credit swappingDiscusses tariffs, supply chain pressures, and state policy importanceEpisodes MentionedEp 304 - https://youtu.be/lGv6NoDlf70Ep 274 - https://youtu.be/QxLIzBSM-lQEp 307 - https://youtu.be/apMrWUz7TV8Ep 310 - https://youtu.be/76PDeZ7ZGpsEp 322 - https://youtu.be/B3t0cpvTT-YEp 296 - https://youtu.be/aj_zNnpAUk8 Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

The Way Out Is In
Calm in the Storm Q&R, Part One (Episode #97)

The Way Out Is In

Play Episode Listen Later Dec 25, 2025 96:29


Welcome to a new episode of The Way Out Is In: The Zen Art of Living, a podcast series mirroring Zen Master Thich Nhat Hanh's deep teachings of Buddhist philosophy: a simple yet profound methodology for dealing with our suffering, and for creating more happiness and joy in our lives. This special episode – part one of two question-and-response (Q&R) installments – commemorates the publication of the second book by Zen Buddhist monk Brother Phap Huu and leadership coach Jo Confino, which was published earlier this year. Calm in the Storm: Zen Ways to Cultivate Stability in an Anxious World is intended to help readers meet the current polycrisis with stability and resilience, but also forcefulness and love. According to Plum Village tradition, Jo and Brother Phap Huu recorded two episodes that respond to listeners' questions which connect to the book's themes – from balancing kindness and anger in challenging times to staying compassionate with a world where there’s little deep listening; how to best support young people; caring for oneself while serving others; and much more. Enjoy! List of resources Pilgrimage: ‘In the Footsteps of the Buddha’https://plumvillage.org/event/pilgrimage/in-the-footsteps-of-the-buddha-2 Being with Busyness: Zen Ways to Transform Overwhelm and Burnouthttps://www.parallax.org/product/being-with-busyness/ Calm in the Storm: Zen Ways to Cultivate Stability in an Anxious Worldhttps://www.parallax.org/product/calm-in-the-storm/ Interbeinghttps://en.wikipedia.org/wiki/Interbeing The Order of Interbeinghttps://plumvillage.org/community/order-of-interbeing Plum Village Traditionhttps://en.wikipedia.org/wiki/Plum_Village_Tradition The Way Out Is In: ‘The Three Jewels (Episode #89)'https://plumvillage.org/podcast/the-three-jewels-episode-89 Sister Chan Dieu Nghiem (Sister Jina) https://plumvillage.org/people/dharma-teachers/sr-dieu-nghiem Dharma Talks: ‘The Five Skandhas of Grasping and Non-Self​'https://plumvillage.org/library/dharma-talks/the-five-skandhas-of-grasping-and-non-self%E2%80%8B-dharma-talk-by-br-phap-lai-2018-06-08 The Way Out Is In: ‘Joanna Macy's Message of Hope' https://plumvillage.org/podcast/joanna-macys-message-of-hope The Way Out Is In: ‘Active Hope: The Wisdom of Joanna Macy (Episode #25)'https://plumvillage.org/podcast/active-hope-the-wisdom-of-joanna-macy-episode-25 The Way Out Is In: ‘Grief and Joy on a Planet in Crisis: Joanna Macy on the Best Time to Be Alive (Episode #12)'https://plumvillage.org/podcast/grief-and-joy-on-a-planet-in-crisis-joanna-macy-on-the-best-time-to-be-alive-episode-12 ‘Three Resources Explaining the Plum Village Tradition of Lazy Days'https://plumvillage.app/three-resources-explaining-the-plum-village-tradition-of-lazy-days/ Śāriputra https://en.wikipedia.org/wiki/%C5%9A%C4%81riputra Rāhulahttps://en.wikipedia.org/wiki/R%C4%81hula How To: ‘Begin Anew'https://plumvillage.org/articles/begin-anew Quotes “Do we control the world? We’re controlling our actions, if we’re mindful. But most of us let our actions control us. We let worry control us; we let the news control us; we let fake news control us; we let stories control us. We let energies that may be untrue control us.” “We have to have the ability to generate joy and to be in touch with simple happiness and, even in moments of bitterness and difficulty, to come back to the present moment and ask the question, ‘What am I grateful for? What things surrounding me can I devote myself to, because I’m grateful for them?'” “Thay always reminded us to take joy and happiness seriously, and, in our modern times, people who come to Buddhism and spirituality, in particular, become allergic to the words ‘happiness' and ‘love' and ‘smiles' because they're not celebrated enough in the world. Because it looks too hippie-dippie. They seem too easy, in a way. But knowing that joy is always accessible is enlightenment, is healing, is love.” “Each and every one of us, when we start the journey of practice, really have to take seriously how to generate joy every day, with no exceptions. Don’t take it for granted.” “Compassion is the foundation for not burning out, for not becoming hateful, for not becoming toxic. It is the foundation of understanding and love.” “When you don’t have enough joy, lean into other people’s joy. You’re not alone.” “The whole purpose of mindfulness is to more deeply understand ourselves, and then to more deeply understand how we relate to the world.” “When you know how to listen, you’re already a teacher in the dharma – not through your spoken words, but through your way of just being. So don’t underestimate the practice of deep listening, because that can open the doors to people’s hearts as well as allowing them to touch healing. Because deep listening allows us to be vulnerable; it allows us to cry the tears that need to be shed to water our fields of pain and our seeds of love, understanding, and kindness. That is all deep listening; meditation is deep listening.” “Wherever there is darkness, light is already there, because the two coexists – and wherever there is light, there is darkness.” “Accept despair and let it deeply touch and tenderize your heart. Because that’s what despair can do. Rather than seeing it as “the end of a journey, see it as something we touch deeply and which can begin a new journey.” “There’s something about taking the longer view and recognizing the great arc of time and not becoming so caught up in this moment, as though it’s the only moment. Recognize that life will continue in many forms, and trust in that.” “We have to use both wings of meditation – stopping and looking deeply – in every crisis that we find ourselves in or find ourselves facing.”

Motivational Quotes for true Happiness words of love to Empower you with positive Vibe

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Hello My dear - PRIEST POSITION Volunteers Needed, IMMEDIATE Hiring. You arewarmly welcome. Apply now via WhatsApp: +7 905 633 3606. ESCAPESUFFERING: Go FROM ZERO TO BILLIONSDO MAXIMUM DISTRIBUTION!Unlock Your Destiny & Receive 430+ GLOBAL BENEFITS!Watch today's holistic video for Endless Inspirations:https://www.youtube.com/live/EhdiRE6ds-M

Motivational Quotes for true Happiness words of love to Empower you with positive Vibe

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Motivational Quotes for true Happiness words of love to Empower you with positive Vibe

Hello My dear - PRIEST POSITION Volunteers Needed, IMMEDIATE Hiring. You arewarmly welcome. Apply now via WhatsApp: +7 905 633 3606. ESCAPESUFFERING: Go FROM ZERO TO BILLIONSDO MAXIMUM DISTRIBUTION!Unlock Your Destiny & Receive 430+ GLOBAL BENEFITS!Watch today's holistic video for Endless Inspirations:https://www.youtube.com/live/EhdiRE6ds-M

Biotech Clubhouse
Episode 167 - December 19, 2025

Biotech Clubhouse

Play Episode Listen Later Dec 19, 2025 58:32


On the final episode of 2025, Daphne Zohar, Bruce Booth, and Eric Schmidt kick off with a general market overview, including a look back at 2025 and some predictions for 2026. The co-hosts discuss biotech rebounding in the last few months of 2025 after years of underperformance, driven by macro rotations and biopharma as an AI-trade hedge. They also discuss some recent follow-on activity from Immunome and Kyverna coming off positive data, before transitioning the conversation to the pros and cons of staying private versus going public. The recent FDA turmoil is also discussed, including reaction to the New York Times article on a potential coup attempt against Dr. Marty Makary led by RFK Jr., as well as an increase in seemingly random CNPV decisions, including J&J's Tecvayli. The co-hosts then dive into STAT's best and worst CEOs of 2025, suggesting leadership success can sometimes come down to luck. In data news, Kyverna reported positive results for its CAR‑T miv‑cel in stiff person syndrome, which — if approved — could represent one of the smallest datasets for a cell therapy approval and the first cell therapy for an autoimmune disease. The episode concludes with the breaking news of BioMarin's $4.8B acquisition of Amicus Therapeutics. *This episode aired December 19, 2025.

Investing In Integrity
#92 - The Four Eyes in the Room: Building Institutional Trust at Scale (Jennifer James, MD, COO, and Head of Investor Relations and Marketing at Thoma Bravo)

Investing In Integrity

Play Episode Listen Later Dec 18, 2025 54:24


In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, welcomes Jennifer James, Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing at Thoma Bravo, to uncover how one of the world's largest software-focused private equity firms grew from $8B to over $180B in AUM while staying true to its core values. Jennifer shares how trust, transparency, and culture form the foundation of Thoma Bravo's enduring success, from nurturing long-term LP relationships to leading through market volatility. She reveals the firm's people-first principles, including the “Four Eyes in the Room” approach to authentic connection, and how disciplined, values-driven leadership shapes lasting impact. Listeners gain actionable insights on scaling without losing integrity, building cohesive teams, and redefining work-life balance through seasons rather than perfection. Meet Jennifer James:Jennifer James is Managing Director, Chief Operating Officer, and Head of Investor Relations & Marketing at Thoma Bravo, based in San Francisco. With over two decades of experience in private equity and venture capital, she leads the firm's global operations, investor relations, and industry communications programs. Recognised by The Wall Street Journal and San Francisco Business Times for her leadership in fundraising and influence, Jennifer previously held senior roles at Sofinnova Ventures and Alta Partners. She holds an MBA from Northwestern and an AB in History from Bowdoin College.

Billion Dollar Backstory
128: From Harvard Endowment's $4B Agriculture Team to Founding an Investment Boutique, Meet Mike Denklau of Dorset Agriculture

Billion Dollar Backstory

Play Episode Listen Later Dec 17, 2025 60:52


“Be authentic.” “Own your story.” “Sharpen your edges.”We say these things at Havener Capital all the time (and Stacy says them a lot). But here's the real question: do they actually move the needle?Mike Denklau, founder of Dorset Agriculture, is here to tell you they do. Today, he's giving us a behind-the-scenes look at what happens when you stop code-switching… and start building from your real story.Before launching Dorset, Mike was part of Harvard's endowment, helping manage a $4B+ agriculture and timber portfolio. Long before that, he was an Iowa farm kid. The journey from flannel in the fields to fund meetings in Boston is full of lessons for any founder navigating identity, fundraising, and first-time firm-building.Here's what you'll hear in this episode:How a kid from Iowa ended up managing billions at Harvard and how that full-circle moment sparked Dorset's launchThe overlooked opportunity in ag investing most firms ignore (and where meaningful, steady alpha may actually be hiding)How Mike landed his first investor without a pitch and without trading his comfy flannel in for a stiff suit to fit in Why boutique founders need to stop hiding behind polish and let LPs see the messy middle (because that's where conviction is built)What early-stage fundraising actually feels like and how to keep going when the uncertainty feels personal and loudThis isn't just a story about agriculture. It's a case study in what happens when you own your different, build what the market didn't even know it needed, and let your backstory do what it does best: open doors that fitting in never could. More about Mike Denklau: Mike was born into a third-generation farming family and raised on a farm in Iowa. He has 14+ years of investment and finance experience and was involved with $8B+ of transactions.Prior to Dorset, Mike was an agriculture investor at Solum Partners and Harvard Management Company. Previously, Mike held investment and investment banking roles at Hudson Advisors, Barclays, and Lehman Brothers.Mike earned a MBA and JD from Northwestern University and a BBA in Finance and a BS in Political Science from the University of Iowa. Mike is also a member of the Illinois State Bar Association.Mike enjoys golf, skiing, and Hawkeye football. He currently lives in Boston with his wife, two children, and golden retriever. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Why Billionaires Don't Coast: Positioning, Focus & Niche Strategy for Serious Capital Raisers

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Dec 17, 2025 10:28


Send us a textIn this live investor event session, Richard C. Wilson breaks down what truly separates billionaires and centimillionaires from “normal” successful people, and why most founders, fund managers, and advisors unintentionally take their foot off the gas once they hit a few million.Richard shares insights from dinners with heads of an $8B+ family office, and then dives deep into one of the most overlooked force multipliers in capital raising: positioning. He explains why the founder of Paychex refuses to invest in any company that isn't branded to win, and how a simple rebrand at $8B AUM helped one wealth advisor grow past $25B+ in assets.You'll learn:Why top families keep pushing while others coast at $5–10MHow a crystal-clear niche and brand name can make your firm “preeminent” in your spaceThe Jim Collins hedgehog concept applied to capital raisers (passion, profit, and DNA)How to choose a 7% niche that captures 70% of the profitsWhy generic names like “XYZ Capital” quietly kill replies, deal flow, and investor trustHow to send investor emails that deliver real value first (checklists, DDQ templates, tools) instead of “Can I pitch you my deal?”Richard also shares real before/after examples of rebrands that moved firms from confusing and forgettable to institutional-grade and obvious at a glance, plus how his own YouTube positioning has led to cold inbound from founders doing tens of millions in revenue.

The Daily Beans
Refried Beans | A Market For The Truth (feat. Harry Litman) | 12/11/2024

The Daily Beans

Play Episode Listen Later Dec 14, 2025 51:08


Wednesday, December 11th, 2024New York Attorney General Tish James says she's not going to drop the $450M civil fraud case against Trump just because he was elected President; Mike Flynn's long running lawsuit against the government for the Russia investigation has been dismissed; The Supreme Court has refused to lift the gag order against Donald Trump; the Manhattan DA has filed his brief opposing Trump's motion to dismiss the 34 felony counts against him; Trump's Department of Justice secretly spied on members of Congress and journalists according to an inspector general report; Mitch McConnell fell after a GOP Senate lunch and is receiving medical care; more than 4 million people will share $1.8B in refunds from the Consumer Financial Protection Bureau; and Allison and Dana deliver your Good News.Guest: Harry LitmanHost, Talking Feds Podcast; Law Professor; Former US AttorneyTalking Feds Substack (harrylitman.substack.com)Talkingfeds.comHarry Litman - Blue Sky (@harrylitman)Harry Litman Twitter (@harrylitman) 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.

DH Unplugged
DHUnplugged #781: Greenlighting

DH Unplugged

Play Episode Listen Later Dec 10, 2025 62:20


We are Green-lighting! Announcing the participants for the CTP Cup 2025 (2) Lots of execs moving around all of a sudden A Chocolate Craze PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers  Warm-Up - Announcing the participants for the CTP Cup 2025 (2) - Lots of execs moving around all of a sudden - Chocolate Craze Markets - NVDA gets the greenlight - Waiting for the ECO - ALL eyes...... Wednesday at 2pm - Oil Dropping - Gas Prices Dropping slightly - Just saw $2.59 for regular unleaded down here - Double edged sword - oil prices dropping is sign of eco slowdown... Nothing to be excited about just yet.... Inflation - PCE comes in a little lighter than expected - However, let us be clear that inflation is not lower and prices grossly above where we were a couple of years ago - Inflation still running at around 3% overall - Fed set to greenlight the rate cut Oil and Gas - Oil has been dropping - reports that use will slow over the next year - Gas Prices Dropping slightly - Just saw $2.59 for regular unleaded down here - Double edged sword - oil prices dropping is sign of eco slowdown... Nothing to be excited about just yet.... Jobs - Reports show that U.S. employers have announced over 1.1 million job cuts in 2025 (as of early December), marking the highest level since the pandemic's start in 2020. - This has been driven by tech integration (AI), economic shifts, and soft consumer spending, with sectors like government, tech, retail, and warehousing leading. Greenlight - No security problems here - Seeking a compromise over controlling exports to China, the US Department of Commerce will soon allow the export of powerful Nvidia GPUs that are roughly 18 months behind its most advanced offerings, according to a person with knowledge of the plan. - The move, which would send Nvidia H200s to China, seeks to find a middle ground between those who oppose exports of any advanced AI chips and those who worry that restrictions will merely hand the market to Chinese competitors. - It also aims to satisfy the Chinese government, which has blocked imports of less powerful chips, such as Nvidia's H20. - This can be gamed ..... - OHHHH - and USA to get 25% of the sales ???? China Not With Program - China is buying soybeans again, but short of President Trump's target, according to CNBC - Really think this is a big game and will not resolve anytime soon - China still holds the cards ECO Data Starting to Flow Again - BLS to publish October PPI data with the November PPI news release on January 14, 2026 - Unemployment report released Dec 16th - This week is a little slow but next week (Dec 15-19) kick it up hard - - - Dec 19 Income and Spending , PCE report, Housing starts, Retail Sales, CPI (Nov), Leading Indicators, Philly Fed, UMich Sentiment Apple Turnover - Not the pastry - In just the past week, Apple's heads of artificial intelligence and interface design stepped down. - Then the company announced that its general counsel and head of governmental affairs were leaving as well. - All four executives have reported directly to Chief Executive Officer Tim Cook Berkshire Too - Todd Combs, one of Warren Buffett's investing lieutenants and the CEO of GEICO, is departing Berkshire Hathaway and joining JPMorgan Chase in a new role as part of a major shake-up involving both firms. - Combs is leaving Berkshire Hathaway and his role leading GEICO to run the bank's new investment group as part of its wider "security and resilience" initiative announced in October. AI Frames - Warby Parker and Google announced that the first lightweight, AI glasses developed through their partnership are expected to launch in 2026 - What will be different about these? All others have seemed to failed miserably. Mergers - Maybe - Netflix announced Friday it's reached a deal to buy pieces of Warner Bros. Discovery, bringing a swift end to a dramatic bidding process that saw Paramount Skydance and Comcast also vying for the legacy assets. - The transaction is comprised of cash and stock and is valued at $27.75 per WBD share - Others are offering $30 CASH per share - President Trump has put in his comments that he thinks it may be a tough one to clear - $2.8B breakup fee if Warner Brothers pulls out and $5.8B reverse break up fee if the deal is not approved. Oracle Earnings - Wednesday after the bell - This is the poster child for the vendor and circular financing - Stock was the darling for a minute a few months ago - Written: "The stock has fallen roughly 32-40% from its September 10 peak, erasing its "Nvidia moment" rally and turning Oracle into the primary vehicle for expressing skepticism about the AI build-out and OpenAI's economics." - Briefing analyst Forgot this... - What happened to the Tik Tok deal and the China bad discussion? --- History.... - Negotiations happened between ByteDance, Oracle, and Walmart back in 2020, and later discussions continued under “Project Texas” for U.S. data security. - The proposed structure (Oracle as tech partner, U.S. investors taking a stake) was announced but never finalized into a binding acquisition or spin-off. - Instead, TikTok remained under ByteDance ownership, while implementing U.S. data storage and security measures through Oracle. - The U.S. government extended deadlines multiple times, but no sale or transfer of ownership occurred. - China wins again! So much winning! Private Credit  - Private markets investing startup Yieldstreet, now calling itself Willow Wealth, recently informed customers of new defaults on real estate projects in Houston and Nashville, Tennessee. The letters, obtained and verified by CNBC, account for about $41 million in new losses. - They come on the heels of $89 million in marine loan wipeouts disclosed in September and $78 million in losses previously reported by CNBC. - Willow Wealth also removed a decade of historical performance data from public view in recent weeks. - Total losses? $208 million Pistachios - Dubai Craze - Milk chocolate shell filled with: - Pistachio cream (often blended with tahini for a nutty, slightly savory note) - Kadayif (shredded phyllo pastry) for crunch - Created in 2021, went viral in 2023 via the SOCH -  United States, Iran, and Turkey the biggest producers of pistachios - Argentina betting on it to continue  - adding to their farmland to cover the demand - Dubai Chocolate Bar (the viral pistachio-knafeh chocolate) generated over $50–$60 million in global sales for the year. IndiGo - In November, new Flight Duty Time Limitation (FDTL) rules increased pilot rest periods. - IndiGo failed to adjust crew rosters, causing a severe pilot shortage during peak travel season. - 1000s of flights cancelled - IndiGo apologized and implemented measures like processing refunds, arranging transport/hotels for stranded passengers, and strengthening customer support. - As of this week - still having major problems - stock don 20% from its high on this news (not traded in USA) Grok Report - Using Grok as Copilot is getting a little weird....ChatGPT a little slow - Photo to video clip - pretty cool - Image generation - FAST! - Can have full on conversations and even companions.....(?) - More racy than other Ai (as is to be expected) Age 18+  options - Interesting nd impressive thus far. OMG  - Brown Nosing - Stellantis said it will bring an all-electric small “car” called the Fiat Topolino to the U.S. - The Topolino is actually categorized as “an all-electric quadricycle” rather than a car, according to Stellantis and has a top speed of roughly 28 miles per hour. - Fiat's announcement comes less than a week after President Donald Trump praised small “Kei” cars from Japan and expressed interest in bringing tiny cars to the U.S. Love the Show? Then how about a Donation? The Winner for iShares Bitcoin Trust ETF (IBIT) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Analytic Dreamz: Notorious Mass Effect
"NETFLIX TO BUY WARNER BROS. IN $83 BILLION DEAL"

Analytic Dreamz: Notorious Mass Effect

Play Episode Listen Later Dec 8, 2025 22:32


Linktree: ⁠https://linktr.ee/Analytic⁠Join The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠https://ow.ly/msoH50WCu0K⁠Dive into the seismic Netflix-Warner Bros. Discovery deal reshaping streaming in this Analytic Dreamz segment on Notorious Mass Effect. The $72 billion acquisition merges Netflix's 300M subscribers with HBO Max's 130M, targeting 430M global users—possibly $83B including debt. Set for Q3 2026 close, it requires spinning off CNN, Discovery Channel, TBS, and TNT.Netflix scores powerhouse IPs: Batman, Superman, Wonder Woman, Harry Potter, Game of Thrones, The Sopranos, and classics like Casablanca, Citizen Kane. Columbia Business School's Kathryn Harrigan praises the unmatched library. HBO Max stays separate—no subscriber shifts yet—but co-CEO Gregory Peters signals post-close bundles, tiering, and integration amid overlap.Price hikes expected in 12-18 months. Regulatory hurdles mount: Sen. Elizabeth Warren calls it an 'anti-monopoly nightmare'; Trump administration skeptical per CNBC. Paramount-Skydance ($8.4B bid) and Comcast challenge, citing dominance risks. SAG-AFTRA warns of creative workforce threats. CEO Ted Sarandos defends: pro-consumer, pro-innovation, pro-worker, expanding choice.Warner films keep theatrical runs. Netflix also seals $1B Fort Monmouth acquisition for 12 soundstages, 500K sq ft production by 2028. Sarandos-Trump meetings add intrigue. $5.8B breakup fee if failed. Bids beat $28/share. This rivals Disney-Fox, building history's largest streaming empire. Analytic Dreamz delivers the essential analysis.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsPrivacy & Opt-Out: https://redcircle.com/privacy

Latent Space: The AI Engineer Podcast — CodeGen, Agents, Computer Vision, Data Science, AI UX and all things Software 3.0

From building Medal into a 12M-user game clipping platform with 3.8B highlight moments to turning down a reported $500M offer from OpenAI (https://www.theinformation.com/articles/openai-offered-pay-500-million-startup-videogame-data) and raising a $134M seed from Khosla (https://techcrunch.com/2025/10/16/general-intuition-lands-134m-seed-to-teach-agents-spatial-reasoning-using-video-game-clips/) to spin out General Intuition, Pim is betting that world models trained on peak human gameplay are the next frontier after LLMs. We sat down with Pim to dig into why game highlights are “episodic memory for simulation” (and how Medal's privacy-first action labels became a world-model goldmine https://medal.tv/blog/posts/enabling-state-of-the-art-security-and-protections-on-medals-new-apm-and-controller-overlay-features), what it takes to build fully vision-based agents that just see frames and output actions in real time, how General Intuition transfers from games to real-world video and then into robotics, why world models and LLMs are complementary rather than rivals, what founders with proprietary datasets should know before selling or licensing to labs, and his bet that spatial-temporal foundation models will power 80% of future atoms-to-atoms interactions in both simulation and the real world. We discuss: How Medal's 3.8B action-labeled highlight clips became a privacy-preserving goldmine for world models Building fully vision-based agents that only see frames and output actions yet play like (and sometimes better than) humans Transferring from arcade-style games to realistic games to real-world video using the same perception–action recipe Why world models need actions, memory, and partial observability (smoke, occlusion, camera shake) vs. “just” pretty video generation Distilling giant policies into tiny real-time models that still navigate, hide, and peek corners like real players Pim's path from RuneScape private servers, Tourette's, and reverse engineering to leading a frontier world-model lab How data-rich founders should think about valuing their datasets, negotiating with big labs, and deciding when to go independent GI's first customers: replacing brittle behavior trees in games, engines, and controller-based robots with a “frames in, actions out” API Using Medal clips as “episodic memory of simulation” to move from imitation learning to RL via world models and negative events The 2030 vision: spatial–temporal foundation models that power the majority of atoms-to-atoms interactions in simulation and the real world — Pim X: https://x.com/PimDeWitte LinkedIn: https://www.linkedin.com/in/pimdw/ Where to find Latent Space X: https://x.com/latentspacepod Substack: https://www.latent.space/ Chapters 00:00:00 Introduction and Medal's Gaming Data Advantage 00:02:08 Exclusive Demo: Vision-Based Gaming Agents 00:06:17 Action Prediction and Real-World Video Transfer 00:08:41 World Models: Interactive Video Generation 00:13:42 From Runescape to AI: Pim's Founder Journey 00:16:45 The Research Foundations: Diamond, Genie, and SEMA 00:33:03 Vinod Khosla's Largest Seed Bet Since OpenAI 00:35:04 Data Moats and Why GI Stayed Independent 00:38:42 Self-Teaching AI Fundamentals: The Francois Fleuret Course 00:40:28 Defining World Models vs Video Generation 00:41:52 Why Simulation Complexity Favors World Models 00:43:30 World Labs, Yann LeCun, and the Spatial Intelligence Race 00:50:08 Business Model: APIs, Agents, and Game Developer Partnerships 00:58:57 From Imitation Learning to RL: Making Clips Playable 01:00:15 Open Research, Academic Partnerships, and Hiring 01:02:09 2030 Vision: 80 Percent of Atoms-to-Atoms AI Interactions

Grain Markets and Other Stuff
Will China Hit the White House Soybean Purchase Target? + STRONG US Corn Sales

Grain Markets and Other Stuff

Play Episode Listen Later Dec 1, 2025 11:28


Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Welcome back! Today we're breaking down export sales, flash deals, China/Brazil soybean news, ethanol margins, and record-setting Black Friday spending.

Furthermore with Amanda Head
US Chamber Expert details why Black Friday broke records & why the ‘We Ain't Buying It' boycott fizzled

Furthermore with Amanda Head

Play Episode Listen Later Dec 1, 2025 28:17


On this episode of the podcast, Amanda Head talks with US Chamber of Commerce Senior Vice President for Small Business Policy Tom Sullivan about Black Friday's record-shattering $11.8B in online spending. Sullivan explains why “We Ain't Buying It” (WABIT) boycott movement fizzled and how cooling inflation boosted consumer confidence and why small businesses are thriving during the holiday surge.Sullivan detailed the often-ignored symbiotic relationship between large retailers and small businesses, and the critical role technology, specifically AI innovation, plays in helping local entrepreneurs compete and grow. The US Chamber executive also credits several Trump-era policies, from tariff reductions to regulatory reforms, for strengthening the small-business ecosystem and driving momentum.You can learn about all that Tom Sullivan is doing at the US Chamber of Commerce by following his X account: @SmallBizPatriot.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Girls Gone Gritty
#92 - Gratitude, Grit, and the Heart of Thanksgiving

Girls Gone Gritty

Play Episode Listen Later Nov 27, 2025 27:52


Send us a textIt's amazing how fast the holidays shift from gratitude to chaos, and this episode captures that wild balance perfectly. Jen and Farley sit down for a warm, witty, and honest Thanksgiving conversation that blends humor, heartfelt tradition, shocking headlines, and real talk about how we shop and celebrate today.They open with the rise of Cyber Everything, from $10.8B spent online last year to how Black Friday has quietly turned into a week-long digital hunt. The ladies unpack why deals are harder to find, how AI is shaping our shopping habits, and why promo codes have become the new “thrill of the chase.”The episode moves into meaningful territory with the “empty chair” tradition, honoring loved ones who aren't with us and reminding listeners to slow down and savor who is at the table. From Thanksgiving routines and Blackout Wednesday reflections to family movies, holiday overwhelm, and music that becomes the soundtrack of our lives, this conversation feels cozy, relatable, and real.Whether you're shopping, cooking, traveling, or resting, this episode brings humor, heart, and gratitude to your Thanksgiving week.Episode Highlights:(0:00) Intro(1:02) Thanksgiving kickoff, gratitude, and growing community(1:53) Top 3 headlines of the week(3:53) Starbucks labor issues and “Red Cup Rebellion”(4:59) Why AI can't replace human heart(7:16) How online deals and algorithms changed shopping(12:13) Promo codes, sold-out items, and shopping frustrations(13:02) Where people are finding the best deals today(13:32) Kids' Christmas lists and Giftful(15:08) Why malls disappearing changed holiday shopping(17:03) Blackout Wednesday and healthy boundaries(18:05) Thanksgiving morning traditions(19:18) Overscheduled holiday week(19:39) Family movie recommendations(22:35) The Empty Chair movement and honoring loved ones(25:07) Music, memories, and why certain songs stay with us(27:10) Closing reminders on gratitude, joy, and respect(27:24) OutroFollow us: Web: https://girlsgonegritty.com/ Instagram: https://www.instagram.com/girlsgonegritty/ More ways to find us: https://linktr.ee/girlsgonegritty

So This Is My Why
Pinn Yang: How He Built A RM75 Million Media Empire & What Drives Him [CEO, Foodie Media Berhad]

So This Is My Why

Play Episode Listen Later Nov 27, 2025 81:01


Meet Lim Pinn Yang, co-founder of Foodie Media Berhad - IPOing today at a RM70 million valuation!He once sold woks at the morning market with his dad, scored 1A in SPM exam and earned $0.20/day from his 1st blogBut he'd always dreamt of being a “business entrepreneur”.And today, his dream comes true.That little blog he started in 2016 has turned into a 46M+ follower digital media empire. And just in 2024 alone, it hit:20+ lifestyle brands, including Penang Foodie, KL Foodie, Halal Foodie, Malaysia Homie, Car Buddie and Techie2.8B views70 peopleRM24 million in revenueBut… who IS Pinn Yang?What drove him to do what he does?How did he end up with an investor like Bryan Loo of Loob Holdings? And… what does success mean for him?Listen to find out.Thanks Foodie for sponsoring this episode!

The Ryan Pineda Show
How to Use AI in Your Business (And Not Get Replaced)

The Ryan Pineda Show

Play Episode Listen Later Nov 26, 2025 68:21


In this episode, Ryan sits down with Jeremy Miner, founder of Seventh Level and one of the top sales trainers in the world, and Paul Allen, founder of Ancestry.com, which went on to sell for $4.8B. Paul shares the real story behind building Ancestry, surviving the dot-com crash, and what he wishes he'd done differently with investors and control. Then they break down how AI is changing sales, coaching, jobs, and even how our genetics and faith shape our potential. You'll hear how their new AI product 7Q.ai and AskJeremy.ai are using 33,000+ hours of Jeremy's training to give salespeople real-time feedback, personalized coaching, and elite communication skills for the new AI era.WATCH VIDEO VERSON HERE: https://youtu.be/au18LYOVhYgLearn how to invest in real estate with the Cashflow 2.0 System! Your business in a box with 1:1 coaching, motivated seller leads, & softwares. https://www.wealthyinvestor.com/Want to work 1:1 with Ryan Pineda? Apply at ryanpineda.comJoin our FREE community, weekly calls, and bible studies for Christian entrepreneurs and business people. https://tentmakers.us/Want to grow your business and network with elite entrepreneurs on world-class golf courses? Apply now to join Mastermind19 – Ryan Pineda's private golf mastermind for high-level founders and dealmakers. www.mastermind19.com--- About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media and has generated over 1 billion views online. Starting as a minor league baseball player making less than $2,000 a month, Ryan is now worth over $100 million. He shares his experiences in building wealth and believes that anyone can change their life with real estate investing. ...

EUVC
E656 | This Week in European Tech with Dan, Mads & Lomax

EUVC

Play Episode Listen Later Nov 24, 2025 47:25


Welcome back to another episode of Upside at the EUVC Podcast, where ⁠Dan Bowyer⁠,⁠ Mads Jensen⁠ of ⁠SuperSeed⁠, ⁠Lomax Ward⁠ of ⁠Outsized Ventures⁠⁠⁠ dissect the stories reshaping European venture, from Helsinki's Slush takeover to China's rising leverage, TPU vs GPU battles, the UK's AI money wave, and why immigrants found half the unicorns in the Western world.This week's episode ranges from Germany's €35B space ambitions to Meta's TPU dealmaking, from cookie law rollbacks to Lithuania's secondhand unicorn, all culminating in one conclusion: Europe's window for action is open, but narrowing.

The Future of Water
From Landfill Capacity to PFAS: The Pressures Reshaping Biosolids Management

The Future of Water

Play Episode Listen Later Nov 18, 2025 52:28


Biosolids are an unavoidable byproduct of wastewater treatment, and U.S. utilities are facing increasing challenges managing them amid tightening landfill capacity, rising hauling costs, and growing concerns about contaminants like PFAS. With 6.3 million dry metric tons produced every year, biosolids are becoming one of the fastest-growing operating expenses for wastewater utilities. In this episode of The Future of Water, host Reese Tisdale is joined by Bluefield's Pat Byrne to break down the current state of biosolids management in the U.S.—from landfilling and incineration to beneficial use pathways—and to highlight the regional disparities, regulatory pressures, and emerging technologies reshaping utility strategies. What biosolids are, how they're produced, and the main disposal and beneficial use pathways utilities rely on. The rising challenges of landfilling and incineration, including high costs, methane emissions, aging facilities, and limited capacity. The growing influence of PFAS, microplastics, and pharmaceuticals, and why utilities are passive receivers of these contaminants. How biosolids have become one of the fastest-growing operating costs, with annual spending rising from US$2.5B in 2025 to US$4.8B in 2035. Significant regional disparities, from high costs and tight capacity in the Northeast to heavier landfill reliance in the Southeast. New technologies and delivery models—from drying and dewatering to pyrolysis, gasification, SCWO, and DBOOM structures—reshaping future strategies. If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: U.S. Municipal Biosolids Management: Drivers, Trends, and Forecasts, 2025–2035

The Best One Yet

DoorDash is the fastest-growing brand in America… shockingly because of your boomers.Softbank sold all its $5.8B of Nvidia stock… because AI $ is actually finite.Italian Pasta is getting a 107% tariff… the story explains the big Supreme Court ruling.Plus, the McDonald's McRib is back on the menu… which could drive a Bitcoin surge.$DASH $NVDA $MCDNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The MAD Podcast with Matt Turck
Intelligence Isn't Enough: Why Energy & Compute Decide the AGI Race – Eiso Kant

The MAD Podcast with Matt Turck

Play Episode Listen Later Nov 6, 2025 66:28


Frontier AI is colliding with real-world infrastructure. Eiso Kant (Co-CEO & Co-Founder, Poolside) joins the MAD Podcast to unpack Project Horizon— a multi-gigawatt West Texas build—and why frontier labs must own energy, compute, and intelligence to compete. We map token economics, cloud-style margins, and the staged 250 MW rollout using 2.5 MW modular skids.Then we get operational: the CoreWeave anchor partnership, environmental choices (SCR, renewables + gas + batteries), community impact, and how Poolside plans to bring capacity online quickly without renting away margin—plus the enterprise motion (defense to Fortune 500) powered by forward deployed research engineers.Finally, we go deep on training. Eiso lays out RL2L (Reinforcement Learning to Learn)— aimed at reverse-engineering the web's thoughts and actions— why intelligence may commoditize, what that means for agents, and how coding served as a proxy for long-horizon reasoning before expanding to broader knowledge work.PoolsideWebsite - https://poolside.aiX/Twitter - https://x.com/poolsideaiEiso KantLinkedIn - https://www.linkedin.com/in/eisokant/X/Twitter - https://x.com/eisokantFIRSTMARKWebsite - https://firstmark.comX/Twitter - https://twitter.com/FirstMarkCapMatt Turck (Managing Director)Blog - https://www.mattturck.comLinkedIn - https://www.linkedin.com/in/turck/X/Twitter - https://twitter.com/mattturck(00:00) Cold open – “Intelligence becomes a commodity”(00:23) Host intro – Project Horizon & RL2L(01:19) Why Poolside exists amid frontier labs(04:38) Project Horizon: building one of the largest US data center campuses(07:20) Why own infra: scale, cost, and avoiding “cosplay”(10:06) Economics deep dive: $8B for 250 MW, capex/opex, margins(16:47) CoreWeave partnership: anchor tenant + flexible scaling(18:24) Hiring the right tail: building a physical infra org(30:31) RL today → agentic RL and long-horizon tasks(37:23) RL2L revealed: reverse-engineering the web's thoughts & actions(39:32) Continuous learning and the “hot stove” limitation(43:30) Agents debate: thin wrappers, differentiation, and model collapse(49:10) “Is AI plateauing?”—chip cycles, scale limits, and new axes(53:49) Why software was the proxy; expanding to enterprise knowledge work(55:17) Model status: Malibu → Laguna (small/medium/large)(57:31) Poolside's Commercial Reality today: defense; Fortune 500; FDRE (1:02:43) Global team, avoiding the echo chamber(1:04:34) Next 12–18 months: frontier models + infra scale(1:05:52) Closing

My First Million
The High School Dropout Who Made $2B & Bought an NBA Team

My First Million

Play Episode Listen Later Nov 5, 2025 49:17


Get the guide to build your own unicorn billion dollar biz: https://clickhubspot.com/fgk Episode 761: Shaan Puri ( ⁠https://x.com/ShaanVP⁠ ) sits down with Ryan Smith ( https://x.com/ryanqualtrics ) – the high school dropout who built an $8B company and bought an NBA team. — Show Notes: (0:00) 1.9 GPA to $2B (9:47) Starting Qualtrics (14:02) Focus (24:00)  How to be top 1% at sales (26:17) Turning down $500M (31:37) Working backwards (3814) Buying an NBA team (43:51)  The 9 most important minutes of the day — Links: • Qualtrics - https://www.qualtrics.com/ • Utah Jazz - https://www.nba.com/jazz/ — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com  • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano

Grain Markets and Other Stuff
Big Farm Aid Next?? $12B Rumor and Why Farmers Still Support Trump

Grain Markets and Other Stuff

Play Episode Listen Later Nov 5, 2025 14:47


Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

The AI Breakdown: Daily Artificial Intelligence News and Discussions
Why OpenAI's $1 Trillion IPO Can't Come Soon Enough

The AI Breakdown: Daily Artificial Intelligence News and Discussions

Play Episode Listen Later Oct 31, 2025 25:23


A new Reuters report says OpenAI is considering an IPO that could raise at least $60 billion—potentially as early as late next year or in 2027. The move would mark one of the biggest market debuts in history and signal that the company's capital needs have outgrown private markets. NLW breaks down why going public might be inevitable, what it would mean for the broader AI industry, and how it could finally open access to the AI wealth boom for everyday investors. Also in this episode: Universal's AI music settlement and user backlash, Character AI's under-18 restrictions, Harvey's $8B valuation, and NVIDIA's record-setting $5T milestone.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The 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/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai

ITPM Podcast
ITPM Flash Ep94 Charged Up $MVST

ITPM Podcast

Play Episode Listen Later Oct 30, 2025 8:01


ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!   The world is going electric faster than you think — but not just for passenger cars.   In this episode of ITPM Flash, Philip Klein presents Microvast ($MVST) — a U.S.-based advanced battery company powering the commercial EV revolution.   While Tesla and Rivian dominate headlines, the commercial EV space is growing even faster — and Microvast is solving its biggest bottleneck: charging speed. With batteries that charge to 80% in 10 minutes, a breakthrough in solid-state technology, and partnerships with BMW and GM, this $1.8B company is positioned to benefit from powerful tailwinds in electrification, regulation, and energy storage demand.   Philip walks through the company's fundamentals, catalysts, and valuation — including strong revenue acceleration, U.S. expansion, and a calendar ratio call spread options trade designed to capture high implied volatility and asymmetric upside.

Analytic Dreamz: Notorious Mass Effect
"DRAKE & STAKE SUED FOR DECEPTIVE ONLINE GAMBLING PRACTICES"

Analytic Dreamz: Notorious Mass Effect

Play Episode Listen Later Oct 29, 2025 13:33


Linktree: ⁠https://linktr.ee/Analytic⁠Join The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠https://ow.ly/msoH50WCu0K⁠In this Segment of Notorious Mass Effect, Analytic Dreamz delivers a concise breakdown of the class action lawsuit Killham v. Sweepstakes Limited (Stake.us), Aubrey “Drake” Graham, and Adin Ross, filed October 27, 2025, in Missouri's Circuit Court, Jackson County. Plaintiff Justin Killham alleges illegal gambling promotion via Stake.us's dual-currency model—Gold Coins (nonredeemable) bundled with redeemable Stake Cash—violating state laws under a “social casino” guise. Defendants Drake (142M Instagram followers) and Adin Ross are accused of deceptive marketing to minors using house-funded accounts, misrepresenting personal stakes in viral livestreams. Suit seeks recovery of all Missouri resident losses, punitive damages, and injunctive relief. Analytic Dreamz preserves full legal details: Stake.com's $4.7B 2024 revenue, founders Ed Craven and Bijan Tehrani ($2.8B net worth each), Curaçao origin, and precedents like California's dual-currency ban. Expert John Feldman highlights influencer liability risks. This Segment examines timeline (2017 founding to 2025 filing), UDAP violations, and cultural impact on online gambling accountability.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Business Lunch
The Bottlenecks Billionaire Playbook Pt. 2: Secrets to Scaling Wealth Without Losing Control

Business Lunch

Play Episode Listen Later Oct 23, 2025 32:23


Roland Frasier and Ryan Deiss crack open the 2025 Forbes 400 and spot a seismic shift: 71% are now self-made, the cutoff is a record $3.8B, and the newest entrants aren't entertainers or app celebrities—they're infrastructure builders (data labeling, energy export, freight platforms, drive-thru formats). The guys lay out a practical framework—B.O.T. (Bottlenecks, Order Flow, Tools)—to find, buy, and scale the “unsexy” choke points where outsized wealth is created. Expect candid takes on ethics and regulation, tax advantages vs. complexity, and why tech alone isn't a moat in the AI era.Key TakeawaysQuiet wealth > spotlight wealth: New billionaires control choke points (permits, labeled data, logistics, power access) instead of chasing virality.Tech isn't the moat—distribution is: If you're just a feature, the platform will build you tomorrow. Own users, data, or order flow.B.O.T. framework:Bottlenecks — Find scarce inputs (power near substations, HIPAA-grade data, specialized trades), professionalize small operators, exit to strategics.Order Flow — Aggregate fragmented brokers (freight, dirt hauling, niche staffing), add AI matching, monetize spread & float.Tools — Bundle niche AI/DevOps tools (monitoring, RLHF QA, rights mgmt.) into suites; sell shovels for the gold rush.Ethics & risk: Bottlenecks ≠ monopolies; add real value or get routed around. Order-flow plays invite regulatory heat—design accordingly.Luck favors the paranoid: Nvidia's rise = timing + category choice. Choose your competitor carefully; it defines your playing field.Episode Highlights00:00 – Cold open: dentists, numb faces, and a record-breaking Forbes 400.03:10 – The stat no one's talking about: 71% self-made, $6.6T total wealth, $3.8B cutoff.08:20 – Why opportunity has more leverage than ever (AI + democratized tools), but tech alone won't save you.12:45 – B is for Bottlenecks: picks & shovels thinking; mini-moats in permits, medical transcripts, underground tank installers for data centers.22:10 – Ethics check: bottlenecks vs. monopolies; how to add value without getting regulated to death.27:05 – O is for Order Flow: Robinhood's play, freight/dirt broker roll-ups, AI pricing/matching, monetizing spread & float.36:40 – The toll-booth trap: if you don't add value, the sides will route around you.41:30 – T is for Tools: why toolmakers outlive trends; bundling niche AI devtools; the Nvidia, Intel, AMD cautionary tales.53:10 – Choosing competitors = choosing categories; luck + timing still matter.57:45 – Operator wrap: how to map your business to B.O.T. this quarter.Memorable Quotes“If all you are is a feature, you don't have a business—you have a countdown clock.”“Quiet wealth lives in the choke points everyone else ignores.”“Bottlenecks aren't monopolies—create value or the market will route around you.”“Tech isn't a moat. Users, data, and distribution are.”Mentioned in This EpisodeForbes 400 (2025): $6.6T total; $3.8B entry; 71% self-madeCategories: Data labeling (Surge AI), LNG export...

The Courageous Podcast
Sona Khosla - Chief Impact Officer at Benevity

The Courageous Podcast

Play Episode Listen Later Oct 22, 2025 46:51


Sona Khosla thinks purpose belongs on the P&L. As Chief Impact Officer at Benevity, nicknamed the company's “conscience”, she helps global brands turn doing good into real business momentum. After a personal loss, she pivoted from marketing and built Benevity Impact Labs, using $3.8B in annual giving data to separate noise from signal. We talk about the new era of “quiet courage,” where companies may soften the language but keep the work moving. Sona shares small actions any employee can take right now and why authentic impact keeps people longer and sharpens performance. Her bottom line: purpose and profit aren't at odds - done right, they accelerate each other.

Strategy Simplified
S20E21: The Secret Behind Delta's Record Profits and Sky-High Margins

Strategy Simplified

Play Episode Listen Later Oct 10, 2025 37:59


Send us a textDelta just posted blockbuster earnings, and it's not because more people are flying. Jenny Rae and Namaan unpack how Delta's $8B profit engine runs on premium seats, credit card partnerships, and a bet on wealthy travellers.They dive into what makes Delta's “premium economy” the most profitable cabin in the sky, why Buffett once got airlines wrong, and how rivals like United and Southwest are scrambling to catch up.Links mentioned in the episode:Fortune magazine articleDelta's latest 10-KEmail podcast@managementconsulted.com with your favorite margarita!Timestamps00:00 Delta Airlines: A Financial Overview03:31 Buffett's Airline Insights and Market Dynamics06:25 Premium Seats vs. Main Cabin: A Revenue Shift09:16 The Profitability of Premium Economy12:27 Delta's Financial Performance and Market Positioning16:34 Consumer Behavior and Airline Choices19:36 The Role of Technology in Airline Experience22:25 The Future of Airline Pricing and Customer SegmentationListen to the Market Outsiders podcast, the new daily show with the Management Consulted teamConnect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube! Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us (team@managementconsulted.com) with questions or feedback.

Morning Announcements
Friday, October 3rd, 2025 - Trump's cartel ‘war'; Project 2025 enters the chat; Generic Mifepristone; Yom Kippur attack; Lutnik talks Epstein

Morning Announcements

Play Episode Listen Later Oct 3, 2025 9:10


Today's Headlines: President Trump has formally declared the U.S. to be in an “armed conflict” with drug cartels, invoking war powers and ordering military strikes on Caribbean boats the administration labels as “terrorist organizations.” Lawmakers in both parties are skeptical of the legal basis but—shocker—seem unlikely to act. Meanwhile, the government shutdown has left 750,000 workers unpaid or furloughed, and the White House is now threatening permanent firings with help from Project 2025 architect Russell Vought. Shutdown propaganda even seeped into federal employees' auto-replies, which were forcibly edited to blame Democrats. The Energy Department axed $7.6 billion in clean energy grants, conveniently targeting states that voted for Kamala Harris. The administration also sent nine universities—including Vanderbilt, MIT, and Brown—a “compact” demanding they overhaul admissions, freeze tuition, and abolish certain departments in exchange for federal funds. Elsewhere, the FDA approved a generic version of the abortion pill mifepristone, sparking predictable outrage despite it being a routine process. Yom Kippur was marred by a deadly terror attack at a synagogue in Manchester, where two worshippers were killed and the attacker was shot dead. And finally, Commerce Secretary Howard “Laughin'” Lutnick, a former neighbor of Jeffrey Epstein, suggested Epstein blackmailed powerful men with videos, casually detonating months of damage control efforts with a single podcast appearance. Resources/Articles mentioned in this episode: AP News: Trump says US is in 'armed conflict' with drug cartels after ordering strikes in the Caribbean WSJ: Lawmakers From Both Sides Pressed Pentagon on Legal Basis for Cartel Boat Strikes Axios: Trump embraces Project 2025 after disavowing it during 2024 campaign Wired: Government Workers Say Their Out-of-Office Replies Were Forcibly Changed to Blame Democrats for Shutdown AP News: Trump administration cuts nearly $8B in clean energy projects in states that backed Harris WSJ: Exclusive | Trump White House Asks Colleges to Sign Sweeping Agreement to Get Funding Advantage AP News: FDA approves another generic abortion pill, prompting outrage from conservatives Reuters: Synagogue attack on Yom Kippur kills two in UK's Manchester; suspect shot dead ABC News: Howard Lutnick believes Jeffrey Epstein may have used blackmail to get a lighter sentence Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

Grain Markets and Other Stuff
US/Taiwan Negotiations Continue: How Much US Grain Will They Buy??

Grain Markets and Other Stuff

Play Episode Listen Later Sep 30, 2025 12:45


Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 What Will Taiwan Buy?3:20 Grain Stocks Report Today4:33 Harvest Update8:24 Soybean Shipment Problem10:25 Better Demand for Russian Wheat11:40 Flash Sales

The Rizzuto Show
Jo Koy Cuttin' Bunions

The Rizzuto Show

Play Episode Listen Later Sep 19, 2025 167:23


Comedian Jo Koy crashes The Rizzuto Show, and within five minutes we're knee-deep in bunion talk. That's right—bunions. From questionable home surgeries to Jo's expert-level gross-out stories, it's everything you didn't know you needed on a Friday morning. Meanwhile, Rizz is still hung up on football picks, Moon is busy oversharing about family fantasy leagues, Rafe won't shut up about Buc-ee's banana pudding, Lern manages to forget the one thing that matters, and King Scott… well, he's just trying to survive the chaos. It's jokes, jabs, way too much foot talk, and the kind of unhinged comedy that makes you question your life choices (but in a good way). Show Notes: See Jo Koy on tour right now and his new comedy special on Netflix. Missouri Powerball winner yet to claim share of $1.8B prize North American Airports See Gains in Passenger Satisfaction Thanks to Capital Improvements and Efforts to Localize Terminal Experience, J.D. Power Finds Mark Zuckerberg's Meta AI glasses demo went wrong live onstage — twice The FTC is suing Live Nation and Ticketmaster over ‘illegal ticket resale' practices Follow The Rizzuto Show @rizzshow on all your favorite social media, including YouTube, Facebook, Twitter, Instagram, TikTok, and more. Connect with The Rizzuto Show online at 1057thepoint.com/rizz See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.