Podcasts about ADB

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Best podcasts about ADB

Latest podcast episodes about ADB

Priorité santé
Albinisme : maladie rare, non transmissible et héréditaire

Priorité santé

Play Episode Listen Later Jun 12, 2025 48:29


À l'occasion de la journée internationale de sensibilisation à l'albinisme qui se tient tous les 13 juin, nous parlons de cette maladie héréditaire caractérisée par une absence de pigmentation de la peau, des cheveux et des yeux. L'albinisme est une maladie présente partout à travers le monde, mais est plus fréquente en Afrique subsaharienne avec une prévalence qui varie entre 1 cas sur 5 000 à 1 cas sur 15 000 selon l'OMS. Souvent discriminées, les personnes atteintes d'albinisme peuvent avoir des handicaps, notamment visuels, et ont plus de risques de déclencher des cancers de la peau.  Dr Fanny Morice-Picard, dermatologue au Centre de référence maladies rares de la peau du CHU de Bordeaux et au Service de Dermatologie et Dermatologie Pédiatrique de ce même CHU Pr Mohamed Maciré Soumah, dermatologue-vénéréologue au CHU Donka de Conakry, praticien hospitalier, professeur d'université, enseignant-chercheur à la Faculté des Sciences et Techniques de la Santé de l'Université Gamal Abdel Nasser de Conakry, en Guinée Souradji Ouro-Yondou, directeur exécutif de l'Association Nationale des personnes atteintes d'albinisme au Togo (ANAT).   Programmation musicale :  ► Eu.clides - Ira para que ? ► ADB, Yujio - Wa wa wa.

Priorité santé
Albinisme : maladie rare, non transmissible et héréditaire

Priorité santé

Play Episode Listen Later Jun 12, 2025 48:29


À l'occasion de la journée internationale de sensibilisation à l'albinisme qui se tient tous les 13 juin, nous parlons de cette maladie héréditaire caractérisée par une absence de pigmentation de la peau, des cheveux et des yeux. L'albinisme est une maladie présente partout à travers le monde, mais est plus fréquente en Afrique subsaharienne avec une prévalence qui varie entre 1 cas sur 5 000 à 1 cas sur 15 000 selon l'OMS. Souvent discriminées, les personnes atteintes d'albinisme peuvent avoir des handicaps, notamment visuels, et ont plus de risques de déclencher des cancers de la peau.  Dr Fanny Morice-Picard, dermatologue au Centre de référence maladies rares de la peau du CHU de Bordeaux et au Service de Dermatologie et Dermatologie Pédiatrique de ce même CHU Pr Mohamed Maciré Soumah, dermatologue-vénéréologue au CHU Donka de Conakry, praticien hospitalier, professeur d'université, enseignant-chercheur à la Faculté des Sciences et Techniques de la Santé de l'Université Gamal Abdel Nasser de Conakry, en Guinée Souradji Ouro-Yondou, directeur exécutif de l'Association Nationale des personnes atteintes d'albinisme au Togo (ANAT).   Programmation musicale :  ► Eu.clides - Ira para que ? ► ADB, Yujio - Wa wa wa.

5 Minute
रात 9 बजे का न्यूज़ पॉडकास्ट - 5 मिनट

5 Minute

Play Episode Listen Later Jun 3, 2025 5:36


प्रधानमंत्री नरेंद्र मोदी और गृहमंत्री अमित शाह के बीच हुई अहम बैठक, PM मोदी 6 जून को जम्मू जाएंगे, CDS अनिल चौहान ने कहा भारत ने 48 घंटे की लड़ाई 8 घंटे में ही पूरी की, राहुल गांधी ने पीएम मोदी को घेरा, योगी का अग्निवीरों के लिए लिया बड़ा फैसला, कश्मीर के अनंतनाग जिले में VPN यूज पर रोक, ADB पाकिस्तान को देगा 800 मिलियन अमेरिकी डॉलर और आईपीएल का फाइनल मुकाबला जारी, सिर्फ 5 मिनट में सुनिए रात 9 बजे की बड़ी ख़बरें.

BusinessWorld B-Side
From ports to plate: ADB's strategic investments in Philippine food security

BusinessWorld B-Side

Play Episode Listen Later May 30, 2025 10:57


Food security is one of the most pressing issues faced by Asia and the Pacific, including the Philippines. Developing Asia accounts for more than half of the undernourished population in the world according to the Asian Development Bank (ADB).About 40% of the region's workforce are also employed in jobs related to agri-food systems.In this B-Side episode, BusinessWorld speaks with Pavit Ramachandran, ADB country director for the Philippines, in an interview on the sidelines of ADB's annual meeting in Milan, Italy.He shares the latest developments and initiatives by the multilateral bank to further improve and strengthen food systems in the Philippines and the overall region.Interview by Luisa JocsonAudio editing by Jayson Mariñas

Amanpour
How The World Economy Impacts Africa 

Amanpour

Play Episode Listen Later May 16, 2025 57:56


Africa has been uniquely impacted by the economic rollercoaster of 2025, with the African Development Bank warning that tariffs could send "shockwaves" through the dozens of nations impacted, reducing trade and raising debt. The ADB aims to reduce poverty and living conditions for Africans across the continent, and its President Akinwumi Adesina joins Christiane from Abidjan.   Also on today's show: Author Daniel Kehlmann; journalist Karen Attiah  Learn more about your ad choices. Visit podcastchoices.com/adchoices

VOV - Chương trình thời sự
Thời sự 6h 17/4/2025: Chủ tịch nước gửi thư cho người phụ nữ gốc Việt đầu tiên bay vào vũ trụ

VOV - Chương trình thời sự

Play Episode Listen Later Apr 17, 2025 27:48


VOV1 - Trong thư gửi cô Amanda Nguyễn, Chủ tịch nước Lương Cường bày tỏ vui mừng và tự hào khi lần đầu tiên có một phụ nữ Việt Nam bay vào vũ trụ, khẳng định tài năng và trí tuệ của người Việt Nam tại Mỹ và trên thế giới.- Thủ tướng Phạm Minh Chính tiếp ông Scott Morris, Phó Chủ tịch Ngân hàng Phát triển châu Á (ADB) đang thăm, làm việc tại Việt Nam và dự Hội nghị thượng đỉnh Diễn đàn Đối tác vì Tăng trưởng xanh và Mục tiêu toàn cầu 2030 lần thứ tư - P4G.- Sáng nay, nhà ga T3 Cảng hàng không quốc tế Tân Sơn Nhất đón chuyến bay thương mại đầu tiên do Vietnam Airlines khai thác trên chặng TP.HCM – Vân Đồn.- Công an Thanh Hóa triệt phá đường dây sản xuất, buôn bán thuốc tân dược giả quy mô lớn, thu lợi gần 200 tỷ đồng.- Chủ tịch Trung Quốc Tập Cận Bình kêu gọi các quốc gia châu Á đoàn kết chống lại xung đột địa chính trị, chủ nghĩa đơn phương và chủ nghĩa bảo hộ.- Tổng thống Mỹ Donald Trump lần thứ 7 góp mặt trong top 100 người ảnh hưởng nhất thế giới năm 2025, theo bình chọn của Tạp chí Time.

RNZ: Tagata o te Moana
Tagata O Te Moana on 12 April 2025

RNZ: Tagata o te Moana

Play Episode Listen Later Apr 11, 2025 29:00


This week on Tagata o te Moana: Pacific nations are disappointed and are trying to wrap their head around US tariffs; The ADB says economic growth in the Pacific is projected to moderate to 3.9 per cent in 2025 and 3.6 per cent in 2026; Bougainville, which is seeking independence, continues to face trauma that can be traced back to the eight years of civil war from 1989; A National Geographic rapid assessment expedition has found Tokelau's coral reefs appear to be recovering following coral bleaching.Go to this episode on rnz.co.nz for more details

김덕기의 아침뉴스
[25.04.10]출근길 5분 뉴스 브리핑

김덕기의 아침뉴스

Play Episode Listen Later Apr 9, 2025 6:36


미국, 상호관세 90일 유예 / 관세 유예에 미 증시 유가 폭등 / 중국에 125% '맞보복' 관세 / 한국 협상시간 벌어 / 트럼프 또 다시 패키지 언급 / 이재명 오늘 출마선언 / 오세훈 오는 13일 출마 선언 / 국민의힘, 다음달 3일 대선후보 선출 / 한덕수 지명은 위헌, 헌법소원·가처분신청 / 공수처 "한덕수 수사중 이완규도 수사대상" / 이완규 "한덕수 지명 존중" / '권한대행 헌법재판관 임명불가' 법사위 의결 / 국회의장 "대선과 동시 개헌 사실상 어려워" / 박성재 법무 탄핵 선고 / ADB 올해 한국경제 1.5% 성장 하향 전망 /2021년 한국 공공사회복지 지출 OECD 하위권See omnystudio.com/listener for privacy information.

RNZ: Dateline Pacific
Pacific Waves for 10 April 2025

RNZ: Dateline Pacific

Play Episode Listen Later Apr 9, 2025 18:41


In Pacific Waves today: ADB projects moderate growth for Pacific economies; Guam's tariff exemption unlikely to be permanent - ex delegate; Tokelau navigates its trifecta of issues. Go to this episode on rnz.co.nz for more details

VOV - Chương trình thời sự
Thời sự 12h 9/4/2025: Tổng Bí thư Tô Lâm gặp mặt các cựu cán bộ, thanh niên xung phong tại Hà Nội

VOV - Chương trình thời sự

Play Episode Listen Later Apr 9, 2025 56:52


VOV1 - Tổng Bí thư Tô Lâm chủ trì buổi gặp mặt với đại diện các cựu chiến binh, cựu Thanh niên xung phong, dân quân tự vệ tham gia cuộc kháng chiến chống Mỹ cứu nước tại Hà Nội, nhân dịp kỷ niệm 50 năm giải phóng hoàn toàn miền Nam thống nhất Đất nước.-Thủ tướng Phạm Minh Chính chủ trì lễ đón, hội đàm với Thủ tướng Vương quốc Tây Ban Nha.-Ngân hàng Phát triển châu Á ADB dự báo Việt Nam có mức tăng trưởng tích cực nhất khu vực Đông Nam Á trong năm nay và năm tới.Hai bệnh viện ở Quảng Ninh hoàn thành hai ca ghép tạng từ người hiến tạng chết não, đánh dấu bước tiến mới của bệnh viện tuyến tỉnh.- Căng thẳng thương mại toàn cầu đã đẩy lên nấc thang mới, khi Trung Quốc khẳng định sẵn sàng trả đũa với mức thuế mới lên tới 104% mà Mỹ dự kiến áp đặt đối với hàng hóa nước này từ đêm nay. Còn Liên minh châu Âu chính thức công bố danh sách các sản phẩm của Mỹ sẽ bị áp thuế quan trả đũa. - Ít nhất 79 người thiệt mạng và hơn 150 người bị thương trong vụ sập trần một câu lạc bộ đêm ở Cộng hòa Dominica, trong khi ít nhất 20 người thiệt mạng trong vụ cháy tại viện dưỡng lão ở thành phố Thừa Đức, tỉnh Hà Bắc, Trung Quốc.

VOV - Chương trình thời sự
Thời sự 18h 09/4/2025: phe ủng hộ Tổng thống Hàn Quốc vừa bị phế truất lại biểu tình rầm rộ

VOV - Chương trình thời sự

Play Episode Listen Later Apr 9, 2025 56:52


VOV1 - Sau khi tạm lắng dịu được vài ngày, không khí căng thẳng tại thủ đô Seoul của Hàn Quốc đã quay trở lại với các cuộc biểu tình rầm rộ của phe ủng hộ Tổng thống vừa bị phế truất.- Tổng Bí thư Tô Lâm gặp mặt đại diện các cựu chiến binh, cựu Thanh niên xung phong, dân quân tự vệ tham gia cuộc kháng chiến chống Mỹ cứu nước, khẳng định công tác “đền ơn đáp nghĩa” là một trong những nhiệm vụ chính trị hàng đầu.- Thủ tướng Phạm Minh Chính hội đàm; lãnh đạo Đảng, nhà nước tiếp, hội kiến Thủ tướng Vương quốc Tây Ban Nha Pedro Sánchez thăm chính thức Việt Nam.- Ngân hàng Phát triển châu Á ADB cập nhật tình hình kinh tế Việt Nam đạt mức tăng trưởng tích cực nhất khu vực Đông Nam Á.- Sau 1 năm thực hiện Đề án “Phát triển bền vững một triệu héc-ta lúa chuyên canh chất lượng cao, phát thải thấp gắn với tăng trưởng xanh vùng ĐBSCL” cho thấy lợi ích rõ rệt cả về kinh tế lẫn môi trường.- Khai trương “Cổng thông tin tiếp nhận và công bố các sản phẩm, giải pháp khoa học, công nghệ, đổi mới sáng tạo và chuyển đổi số”. - Thuế đối ứng của Mỹ bắt đầu có hiệu lực, trong đó Trung Quốc chịu mức thuế cao lên tới 104%.

Energypreneurs
E226: Innovations for Universal Energy Access

Energypreneurs

Play Episode Listen Later Mar 31, 2025 37:40


In this episode, our guest is Woochong Um, Chief Executive Officer of the Global Energy Alliance for People and Planet (GEAPP). With a distinguished career spanning more than 30 years in international development, Woochong shares his journey from senior leadership at the Asian Development Bank to now spearheading one of the world's most ambitious efforts to end energy poverty and combat climate change. He discusses GEAPP's mission to bring clean, affordable energy to 1 billion people by 2030, reduce carbon emissions, and generate millions of green jobs across Africa, Asia, Latin America, and the Caribbean. Woochong also reflects on the role of public-private-philanthropic partnerships, flexible capital, and local innovation in scaling climate solutions—highlighting transformative projects in Rajasthan, Haiti, Indonesia, and beyond. From off-grid solar and battery storage to digital grid management and electric mobility, this conversation offers insight into what it takes to deliver a just, inclusive energy transition in emerging markets. Please join to find more. Connect with Sohail Hasnie: Facebook @sohailhasnie X (Twitter) @shasnie LinkedIn @shasnie ADB Blog Sohail Hasnie YouTube @energypreneurs Instagram @energypreneurs Tiktok @energypreneurs Spotify Video @energypreneurs

Energypreneurs
E224: Innovating Renewable Energy in South Asia

Energypreneurs

Play Episode Listen Later Mar 23, 2025 44:58


In this episode of Energypreneurs, our guest is Jaimes Kolantharaj, Principal Energy Specialist at the Asian Development Bank (ADB). Jaimes shares insights on renewable energy projects in South Asia, highlighting ADB's role in shifting investments from government funding to private sector-driven initiatives. He discusses solar and battery storage deployment in the Maldives, electric ferries for sustainable transport, and policy trends in India, Sri Lanka, Nepal, and Bhutan. The conversation also explores the impact of AI, digitalisation, and energy-efficient solutions, particularly in agriculture and electric mobility. Jaimes offers valuable advice to young entrepreneurs entering the renewable energy, emphasising the need for innovation and digital solutions in an evolving energy landscape.   Connect with Sohail Hasnie: Facebook @sohailhasnie X (Twitter) @shasnie LinkedIn @shasnie ADB Blog Sohail Hasnie YouTube @energypreneurs Instagram @energypreneurs Tiktok @energypreneurs Spotify Video @energypreneurs

Recipe of the Day
Cozy Country Gravy

Recipe of the Day

Play Episode Listen Later Mar 20, 2025 7:04


Today's recipe is Cozy Country Gravy.Here are the links to some of the items I talked about in this episode: #adBéchamel SauceMedium Sauce PanFlat WhiskLiquid Measuring CupFine Mesh SieveLarge BowlAll New Chicken CookbookThis episode was also published in April, 2023.Here's the Recipe Of The Day page with all of our recipe links.If you want to make sure that you always find out what today's recipe is, do one or all of the following:Subscribe to the Podcast,Join the ROTD Facebook Group hereHave a great day! -Christine xo

The Brand Called You
AI Unleashed for Business Leaders | Reddy Mallidi, AI Strategist & COO; Author, 'AI Unleashed'

The Brand Called You

Play Episode Listen Later Mar 20, 2025 28:51


AI is not just for tech experts—it's a powerful tool for every leader. In AI Unleashed, Reddy Mallidi shares a practical playbook for executives and managers to harness AI for efficiency, innovation, and ethical success. Discover how to turn AI into a business advantage.00:39- About Reddy MallidiReddy is an AI strategist and a Chief Operating Officer.He's the author of a book titled AI Unleashed: A Leader's Playbook to Master AI for Business Excellence.He was earlier with Intel, ADB, and Autodesk. 

Energypreneurs
E221: Transforming Uzbekistan's Energy Landscape

Energypreneurs

Play Episode Listen Later Mar 9, 2025 44:04


In this episode, Alfredo Baño Leal, an energy expert with the Asian Development Bank (ADB), discusses Uzbekistan's evolving energy sector. The conversation highlights the country's transition from gas dependency to renewable energy, with recent policy reforms driving energy efficiency and reducing waste. With over 1-2 GW of rooftop solar already installed and a target of 40% renewable capacity by 2030, Uzbekistan is rapidly reshaping its power grid. Alfredo shares insights into the challenges of modernising the grid, the growing adoption of electric vehicles, and how distributed generation is becoming a cost-effective alternative for rural electrification. He also discusses Uzbekistan's push toward clean energy investments, including the development of local solar manufacturing and a new BYD electric vehicle assembly plant. The episode closes with a look at Uzbekistan's cultural richness, its emerging role as an energy leader in Central Asia, and why it's a fascinating place to visit. Connect with Sohail Hasnie: Facebook @sohailhasnie X (Twitter) @shasnie LinkedIn @shasnie ADB Blog Sohail Hasnie YouTube @energypreneurs Instagram @energypreneurs Tiktok @energypreneurs Spotify Video @energypreneurs

Android Developers Backstage
Episode 213: Compose runtime and performance

Android Developers Backstage

Play Episode Listen Later Mar 4, 2025 56:56


In this episode, Tor and Romain chat with Leland and Chuck from the Compose team about performance -- recent optimizations, upcoming optimizations, and challenges. Leland: @intelligibabble.bsky.social Chuck: @chuckjaz.bsky.social Tor: @tornorbye.bsky.social Romain: @romainguy, @romainguy.dev, romainguy@androiddev.social Catch videos on YouTube → https://goo.gle/adb-podcast   Subscribe to Android Developers  → https://goo.gle/AndroidDevs  #Featured #Compose #AndroidDevelopersBackstage   

Energypreneurs
E218: The Role of Knowledge in Resilient Sustainable Development

Energypreneurs

Play Episode Listen Later Feb 25, 2025 42:59


In this episode, our guest is Sonia Chand Sandhu, with extensive experience in project development, and knowledge work on livable cities, environment, and climate adaptation. Sonia shares her journey in sustainable development, highlighting innovative environment management, urban planning, evaluation, and capacity-building approaches. She discusses the importance of knowledge management in development projects, the role of AI in evaluation, and how strategic investments in climate adaptation can shape future cities. All opinions and views expressed are solely her own and do not reflect those of her organization.   Connect with Sohail Hasnie: Facebook @sohailhasnie Twitter @shasnie LinkedIn @shasnie ADB Blog Sohail Hasnie

Mon Podcast Immo
Zahir Keenoo et Jordan Frarier (Foncia) : « Moins de ventes, moins de locations … Il faut agir ! »

Mon Podcast Immo

Play Episode Listen Later Feb 4, 2025 15:10 Transcription Available


Zahir Keenoo, président de Foncia ADB, et Jordan Frarier, président de Foncia Transaction, sont les invités de Mon Podcast Immo. Au micro d'Ariane Artinian, ils dressent le bilan de l'immobilier en 2024 et partagent leurs perspectives pour 2025. Entre un marché transactionnel en baisse, un ralentissement des locations et des investisseurs qui se font rares, la situation est préoccupante. « En 2024, nous avons réalisé 10 000 locations de moins qu'en 2023 », souligne Zahir Keenoo. Les taux d'intérêt vont-ils enfin se stabiliser ? Quels leviers fiscaux pourraient encourager les investisseurs à revenir ? Foncia appelle également à une réforme de l'emprunt collectif pour accélérer la rénovation énergétique des copropriétés.

Asia's Developing Future
Navigating the future of smart ports

Asia's Developing Future

Play Episode Listen Later Jan 31, 2025 10:23


How can smart ports drive sustainability and development? ADB's Yesim Elhan-Kayalar and maritime expert Eleanor Hadland explore how AI and other digital innovations are transforming ports, reducing emissions and can help countries in Asia and the Pacific achieve their sustainability goals.

Oracle University Podcast
Best of 2024: Autonomous Database on Serverless Infrastructure

Oracle University Podcast

Play Episode Listen Later Dec 17, 2024 17:25


Want to quickly provision your autonomous database? Then look no further than Oracle Autonomous Database Serverless, one of the two deployment choices offered by Oracle Autonomous Database.   Autonomous Database Serverless delegates all operational decisions to Oracle, providing you with a completely autonomous experience.   Join hosts Lois Houston and Nikita Abraham, along with Oracle Database experts, as they discuss how serverless infrastructure eliminates the need to configure any hardware or install any software because Autonomous Database handles provisioning the database, backing it up, patching and upgrading it, and growing or shrinking it for you.   Survey: https://customersurveys.oracle.com/ords/surveys/t/oracle-university-gtm/survey?k=focus-group-2-link-share-5   Oracle MyLearn: https://mylearn.oracle.com/   Oracle University Learning Community: https://education.oracle.com/ou-community   LinkedIn: https://www.linkedin.com/showcase/oracle-university/   X (formerly Twitter): https://twitter.com/Oracle_Edu   Special thanks to Arijit Ghosh, David Wright, Rajeev Grover, and the OU Studio Team for helping us create this episode.   --------------------------------------------------------   Episode Transcript:   00:00 Welcome to the Oracle University Podcast, the first stop on your cloud journey. During this series of informative podcasts, we'll bring you foundational training on the most popular Oracle technologies. Let's get started. 00:26 Lois: Hello and welcome to the Oracle University Podcast! I'm Lois Houston, Director of Innovation Programs with Oracle University, and with me is Nikita Abraham, Team Lead: Editorial Services. Nikita: Hi everyone! We hope you've been enjoying these last few weeks as we've been revisiting our most popular episodes of the year.  Lois: Today's episode is the last one in this series and is a throwback to a conversation on Autonomous Databases on Serverless Infrastructure with three experts in the field: Hannah Nguyen, Sean Stacey, and Kay Malcolm. Hannah is a Staff Cloud Engineer, Sean is the Director of Platform Technology Solutions, and Kay is Vice President of Database Product Management. For this episode, we'll be sharing portions of our conversations with them.  01:14 Nikita: We began by asking Hannah how Oracle Cloud handles the process of provisioning an  Autonomous Database. So, let's jump right in! Hannah: The Oracle Cloud automates the process of provisioning an Autonomous Database, and it automatically provisions for you a highly scalable, highly secure, and a highly available database very simply out of the box. 01:35 Lois: Hannah, what are the components and architecture involved when provisioning an Autonomous Database in Oracle Cloud? Hannah: Provisioning the database involves very few steps. But it's important to understand the components that are part of the provisioned environment. When provisioning a database, the number of CPUs in increments of 1 for serverless, storage in increments of 1 terabyte, and backup are automatically provisioned and enabled in the database. In the background, an Oracle 19c pluggable database is being added to the container database that manages all the user's Autonomous Databases. Because this Autonomous Database runs on Exadata systems, Real Application Clusters is also provisioned in the background to support the on-demand CPU scalability of the service. This is transparent to the user and administrator of the service. But be aware it is there. 02:28 Nikita: Ok…So, what sort of flexibility does the Autonomous Database provide when it comes to managing resource usage and costs, you know… especially in terms of starting, stopping, and scaling instances? Hannah: The Autonomous Database allows you to start your instance very rapidly on demand. It also allows you to stop your instance on demand as well to conserve resources and to pause billing. Do be aware that when you do pause billing, you will not be charged for any CPU cycles because your instance will be stopped. However, you'll still be incurring charges for your monthly billing for your storage. In addition to allowing you to start and stop your instance on demand, it's also possible to scale your database instance on demand as well. All of this can be done very easily using the Database Cloud Console. 03:15 Lois: What about scaling in the Autonomous Database? Hannah: So you can scale up your OCPUs without touching your storage and scale it back down, and you can do the same with your storage. In addition to that, you can also set up autoscaling. So the database, whenever it detects the need, will automatically scale up to three times the base level number of OCPUs that you have allocated or provisioned for the Autonomous Database. 03:38 Nikita: Is autoscaling available for all tiers?  Hannah: Autoscaling is not available for an always free database, but it is enabled by default for other tiered environments. Changing the setting does not require downtime. So this can also be set dynamically. One of the advantages of autoscaling is cost because you're billed based on the average number of OCPUs consumed during an hour. 04:01 Lois: Thanks, Hannah! Now, let's bring Sean into the conversation. Hey Sean, I want to talk about moving an autonomous database resource. When or why would I need to move an autonomous database resource from one compartment to another? Sean: There may be a business requirement where you need to move an autonomous database resource, serverless resource, from one compartment to another. Perhaps, there's a different subnet that you would like to move that autonomous database to, or perhaps there's some business applications that are within or accessible or available in that other compartment that you wish to move your autonomous database to take advantage of. 04:36 Nikita: And how simple is this process of moving an autonomous database from one compartment to another? What happens to the backups during this transition? Sean: The way you can do this is simply to take an autonomous database and move it from compartment A to compartment B. And when you do so, the backups, or the automatic backups that are associated with that autonomous database, will be moved with that autonomous database as well. 05:00 Lois: Is there anything that I need to keep in mind when I'm moving an autonomous database between compartments?  Sean: A couple of things to be aware of when doing this is, first of all, you must have the appropriate privileges in that compartment in order to move that autonomous database both from the source compartment to the target compartment. In addition to that, once the autonomous database is moved to this new compartment, any policies or anything that's defined in that compartment to govern the authorization and privileges of that said user in that compartment will be applied immediately to that new autonomous database that has been moved into that new compartment. 05:38 Nikita: Sean, I want to ask you about cloning in Autonomous Database. What are the different types of clones that can be created?  Sean: It's possible to create a new Autonomous Database as a clone of an existing Autonomous Database. This can be done as a full copy of that existing Autonomous Database, or it can be done as a metadata copy, where the objects and tables are cloned, but they are empty. So there's no rows in the tables. And this clone can be taken from a live running Autonomous Database or even from a backup. So you can take a backup and clone that to a completely new database. 06:13 Lois: But why would you clone in the first place? What are the benefits of this?  Sean: When cloning or when creating this clone, it can be created in a completely new compartment from where the source Autonomous Database was originally located. So it's a nice way of moving one database to another compartment to allow developers or another community of users to have access to that environment. 06:36 Nikita: I know that along with having a full clone, you can also have a refreshable clone. Can you tell us more about that? Who is responsible for this? Sean: It's possible to create a refreshable clone from an Autonomous Database. And this is one that would be synced with that source database up to so many days. The task of keeping that refreshable clone in sync with that source database rests upon the shoulders of the administrator. The administrator is the person who is responsible for performing that sync operation. Now, actually performing the operation is very simple, it's point and click. And it's an automated process from the database console. And also be aware that refreshable clones can trail the source database or source Autonomous Database up to seven days. After that period of time, the refreshable clone, if it has not been refreshed or kept in sync with that source database, it will become a standalone, read-only copy of that original source database. 07:38 Nikita: Ok Sean, so if you had to give us the key takeaways on cloning an Autonomous Database, what would they be?  Sean: It's very easy and a lot of flexibility when it comes to cloning an Autonomous Database. We have different models that you can take from a live running database instance with zero impact on your workload or from a backup. It can be a full copy, or it can be a metadata copy, as well as a refreshable, read-only clone of a source database. 08:12 Did you know that Oracle University offers free courses on Oracle Cloud Infrastructure? You'll find training on everything from cloud computing, database, and security to artificial intelligence and machine learning, all of which is available free to subscribers. So, get going! Pick a course of your choice, get certified, join the Oracle University Learning Community, and network with your peers. If you're already an Oracle MyLearn user, go to MyLearn to begin your journey. If you have not yet accessed Oracle MyLearn, visit mylearn.oracle.com and create an account to get started.  08:50 Nikita: Welcome back! Thank you, Sean, and hi Kay! I want to ask you about events and notifications in Autonomous Database. Where do they really come in handy?  Kay: Events can be used for a variety of notifications, including admin password expiration, ADB services going down, and wallet expiration warnings. There's this service, and it's called the notifications service. It's part of OCI. And this service provides you with the ability to broadcast messages to distributed components using a publish and subscribe model. These notifications can be used to notify you when event rules or alarms are triggered or simply to directly publish a message. In addition to this, there's also something that's called a topic. This is a communication channel for sending messages to subscribers in the topic. You can manage these topics and their subscriptions really easy. It's not hard to do at all. 09:52 Lois: Kay, I want to ask you about backing up Autonomous Databases. How does Autonomous Database handle backups? Kay: Autonomous Database automatically backs up your database for you. The retention period for backups is 60 days. You can restore and recover your database to any point in time during this retention period. You can initiate recovery for your Autonomous Database by using the cloud console or an API call. Autonomous Database automatically restores and recovers your database to the point in time that you specify. In addition to a point in time recovery, we can also perform a restore from a specific backup set.  10:37 Lois: Kay, you spoke about automatic backups, but what about manual backups?  Kay: You can do manual backups using the cloud console, for example, if you want to take a backup say before a major change to make restoring and recovery faster. These manual backups are put in your cloud object storage bucket. 10:58 Nikita: Are there any special instructions that we need to follow when configuring a manual backup? Kay: The manual backup configuration tasks are a one-time operation. Once this is configured, you can go ahead, trigger your manual backup any time you wish after that. When creating the object storage bucket for the manual backups, it is really important-- so I don't want you to forget-- that the name format for the bucket and the object storage follows this naming convention. It should be backup underscore database name. And it's not the display name here when I say database name. In addition to that, the object name has to be all lowercase. So three rules. Backup underscore database name, and the specific database name is not the display name. It has to be in lowercase. Once you've created your object storage bucket to meet these rules, you then go ahead and set a database property. Default_backup_bucket. This points to the object storage URL and it's using the Swift protocol. Once you've got your object storage bucket mapped and you've created your mapping to the object storage location, you then need to go ahead and create a database credential inside your database. You may have already had this in place for other purposes, like maybe you were loading data, you were using Data Pump, et cetera. If you don't, you would need to create this specifically for your manual backups. Once you've done so, you can then go ahead and set your property to that default credential that you created. So once you follow these steps as I pointed out, you only have to do it one time. Once it's configured, you can go ahead and use it from now on for your manual backups. 13:00 Lois: Kay, the last topic I want to talk about before we let you go is Autonomous Data Guard. Can you tell us about it? Kay: Autonomous Data Guard monitors the primary database, in other words, the database that you're using right now.  13:14 Lois: So, if ADB goes down… Kay: Then the standby instance will automatically become the primary instance. There's no manual intervention required. So failover from the primary database to that standby database I mentioned, it's completely seamless and it doesn't require any additional wallets to be downloaded or any new URLs to access APEX or Oracle Machine Learning. Even Oracle REST Data Services. All the URLs and all the wallets, everything that you need to authenticate, to connect to your database, they all remain the same for you if you have to failover to your standby database. 13:58 Lois: And what happens after a failover occurs? Kay: After performing a failover, a new standby for your primary will automatically be provisioned. So in other words, in performing a failover your standby does become your new primary. Any new standby is made for that primary. I know, it's kind of interesting. So currently, the standby database is created in the same region as the primary database. For better resilience, if your database is provisioned, it would be available on AD1 or Availability Domain 1. My secondary, or my standby, would be provisioned on a different availability domain. 14:49 Nikita: But there's also the possibility of manual failover, right? What are the differences between automatic and manual failover scenarios? When would you recommend using each? Kay: So in the case of the automatic failover scenario following a disastrous situation, if the primary ADB becomes completely unavailable, the switchover button will turn to a failover button. Because remember, this is a disaster. Automatic failover is automatically triggered. There's no user action required. So if you're asleep and something happens, you're protected. There's no user action required, but automatic failover is allowed to succeed only when no data loss will occur. For manual failover scenarios in the rare case when an automatic failover is unsuccessful, the switchover button will become a failover button and the user can trigger a manual failover should they wish to do so. The system automatically recovers as much data as possible, minimizing any potential data loss. But you can see anywhere from a few seconds or minutes of data loss. Now, you should only perform a manual failover in a true disaster scenario, expecting the fact that a few minutes of potential data loss could occur, to ensure that your database is back online as soon as possible.  16:23 Lois: We hope you've enjoyed revisiting some of our most popular episodes over these past few weeks. We always appreciate your feedback and suggestions so remember to take that quick survey we've put out. You'll find it in the show notes for today's episode. Thanks a lot for your support. We're taking a break for the next two weeks and will be back with a brand-new season of the Oracle University Podcast in January. Happy holidays, everyone! Nikita: Happy holidays! Until next time, this is Nikita Abraham... Lois: And Lois Houston, signing off! 16:56 That's all for this episode of the Oracle University Podcast. If you enjoyed listening, please click Subscribe to get all the latest episodes. We'd also love it if you would take a moment to rate and review us on your podcast app. See you again on the next episode of the Oracle University Podcast.

Truyền hình vệ tinh VOA Express - VOA
Bùi Thanh Sơn-Vương Nghị thúc đẩy kết nối Việt-Trung | Truyền hình VOA 12/12/24 - Tháng Mười Hai 12, 2024

Truyền hình vệ tinh VOA Express - VOA

Play Episode Listen Later Dec 12, 2024 29:58


Ngoại trưởng Việt Nam và Trung Quốc đã trao thỏa thuận giữa hai chính phủ về hợp tác xây dựng ba tuyến đường sắt kết nối hai nước và bày tỏ mong muốn biên giới giữa hai bên sẽ ổn định, phát triển, truyền thông hai nước đưa tin. Xem thêm: https://bit.ly/voatvfb6 Tin tức đáng chú ý khác: Việt Nam cần 54.000 tỷ đồng khắc phục hậu quả bão Yagi. ADB nâng dự báo tăng trưởng kinh tế Việt Nam. Nga tuyên bố sẽ không nhượng bộ trong vấn đề Ukraine. Điện Kremlin giảm nhẹ tác động từ sự sụp đổ của chế độ Assad đối với Nga. Putin tuyên bố hợp tác với BRICS để lập liên minh AI. Cảnh sát Hàn Quốc tìm cách đột kích văn phòng Tổng thống Yoon. FIFA xác nhận Ả Rập Xê Út đăng cai World Cup 2034.

VOV - Chương trình thời sự
THỜI SỰ 12H TRƯA 11/12/2024: Tổng Bí thư Tô Lâm chủ trì buổi làm việc với Ban chấp hành Đảng bộ tỉnh Đồng Tháp

VOV - Chương trình thời sự

Play Episode Listen Later Dec 11, 2024 56:43


- Tổng Bí thư Tô Lâm chủ trì buổi làm việc với Ban chấp hành Đảng bộ tỉnh Đồng Tháp.- Tập đoàn Công nghiệp - Viễn thông Quân đội (Viettel) khai trương Công viên Logistics Viette tại Lạng Sơn. Đây là một tổ hợp cơ sở hạ tầng logistics đầu tiên của Việt Nam, là một bước tiến quan trọng với ngành logistics và nền kinh tế quốc gia.- Người Việt Nam tiêu thụ đường tăng 7 lần chỉ trong 15 năm qua và đây là nguyên nhân quan trọng dẫn tới tình trạng thừa cân, béo phì gia tăng.- Cựu Bộ trưởng Quốc phòng Hàn Quốc Kim Jong Hiuh bị bắt với cáo buộc nổi loạn. Động thái mới nhất này được cho là sẽ đẩy nhanh tốc độ cuộc điều tra nhắm vào Tổng thống  Hàn Quốc Yoon Suk Yeol và những người liên quan.- Ngân hàng Phát triển Châu Á (ADB) hạ dự báo tăng trưởng kinh tế khu vực châu Á - Thái Bình Dương. Chủ đề : Tổng Bí thư Tô Lâm, chủ trì buổi làm việc, Ban chấp hành Đảng bộ tỉnh Đồng Tháp --- Support this podcast: https://podcasters.spotify.com/pod/show/vov1thoisu0/support

Thời sự Việt Nam - VOA
ADB nâng dự báo tăng trưởng kinh tế Việt Nam - Tháng Mười Hai 12, 2024

Thời sự Việt Nam - VOA

Play Episode Listen Later Dec 11, 2024 1:29


Ngân hàng Phát triển châu Á (ADB) hôm 11/12 công bố báo cáo “Triển vọng Phát triển châu Á” (ADO), trong đó nâng dự báo tăng trưởng kinh tế của Việt Nam năm nay và năm sau.

THE STANDARD Podcast
Morning Wealth | กัมพูชาโตแรง GDP พุ่งทะลุ 5% | 11 พฤศจิกายน 2567

THE STANDARD Podcast

Play Episode Listen Later Nov 11, 2024 61:59


ท่องเที่ยว ส่งออก และ FDI ดันกัมพูชา GDP โตแรงแซงไทย คาดปีนี้โต 5.6% ด้าน ADB ประเมินไทย-เมียนมามีแนวโน้มเติบโตลดลงจากความไม่แน่นอนภายในประเทศและการเมือง รายละเอียดเป็นอย่างไร เจาะสายสัมพันธ์ โดนัลด์ ทรัมป์ เอื้อประโยชน์อาณาจักรธุรกิจ อีลอน มัสก์ แค่ไหน พูดคุยกับ รศ. ดร.สมชาย ภคภาสน์วิวัฒน์ นักวิชาการอิสระด้านเศรษฐศาสตร์และการเมือง

Morning Wealth
กัมพูชาโตแรง GDP พุ่งทะลุ 5% | 11 พฤศจิกายน 2567

Morning Wealth

Play Episode Listen Later Nov 11, 2024 61:59


ท่องเที่ยว ส่งออก และ FDI ดันกัมพูชา GDP โตแรงแซงไทย คาดปีนี้โต 5.6% ด้าน ADB ประเมินไทย-เมียนมามีแนวโน้มเติบโตลดลงจากความไม่แน่นอนภายในประเทศและการเมือง รายละเอียดเป็นอย่างไร เจาะสายสัมพันธ์ โดนัลด์ ทรัมป์ เอื้อประโยชน์อาณาจักรธุรกิจ อีลอน มัสก์ แค่ไหน พูดคุยกับ รศ. ดร.สมชาย ภคภาสน์วิวัฒน์ นักวิชาการอิสระด้านเศรษฐศาสตร์และการเมือง

Jakthundar och Jakt
Avsnitt 251

Jakthundar och Jakt

Play Episode Listen Later Nov 7, 2024 73:55


Kort inledning (2.20) Jämthundsvalp som skäller ståndskall på familjen labrador. Hur får man det att slut? (6.10) Hur tar man hand om en ful ”sprättskada” på hunden i det akuta skedet? Och vad bör man ha med sig i skogen som första hjälpen? (14.25) Bör man tänka på något speciellt om man ska träna in ”kom hit” med hjälp av pejhalsbandets signal? (21.10) En diskussion om statistik som visar att skyttet vid björnjakt inte är det bästa. (28.35) Östlaikavalp som gnäller/skäller frenetiskt så fort han ska ut på promenad. (33.35) Samma unga laika har redan visat framfötterna i skogen. Hur går man vidare med injagningen? (36.30) Beagle som verkar ha litet tungt med andningen efter jakt. Vad kan det bero på? (39.15) Kort inlägg om försäkringsbolagens ”regel” att man slipper självrisken om hunden blir skadad av vildsvin (41.00) Ung korsning (långsamtdrivande hundar) som jagar ganska långt och länge. Husse har läst en forskningsrapport som fastslår att ett rådjursdrev inte är mer än 40 minuter, men vad jagar hunden efter det? (45.40) Valpkull där valparna ökar olika mycket i vikt. Något man ska vara orolig för och är det något man ska göra? (47.15) Tvåårig ADB som inte har kommit igång med jakten. Vad ska man göra? (50.50) Ung blandras som jagar sin första säsong. Husse tycker att tempot och söken har blivit sämre senaste tiden och funderar på om det kan bero på skyddsvästen. Samtidigt är han orolig för att släppa utan väst då många hundar blivit skadade den här hösten. (55.40) Dags att ta en kull på en wachteltik. Hur ska man tänka kring jakt/aktivitet under dräktigheten? (58.50) Wachtelhane som älskar att apportera, cykla, är bra på att spåra men har väldigt dåliga sök och korta förföljanden. (1.02.30) ADB som kräks efter att ha ätit och druckit mycket vatten. Vad göra? (1.04.25) Karelare som har någon typ av problem/sjukdom som begränsar jaktförmågan. Veterinären har hittat flera olika tänkbara orsaker (artros i ryggen, inflammerade tonsiller, muskelsmärta m fl) – hur ska man tänka framåt? (1.09.00) Veckans ”hallå, vaddå” – kaliber .50 för jakt???

VOV - Việt Nam và Thế giới
Tin trong nước - ADB: Biến đổi khí hậu có thể làm giảm 17% GDP của Châu Á – Thái Bình Dương đang phát triển vào năm 2070

VOV - Việt Nam và Thế giới

Play Episode Listen Later Oct 31, 2024 2:14


- Ngân hàng Phát triển Châu Á (ADB) vừa công bố một nghiên cứu mới nhận định, tác động của biến đổi khí hậu có thể khiến tổng sản phẩm quốc nội (GDP) ở khu vực châu Á và Thái Bình Dương đang phát triển giảm 17% vào năm 2070 theo kịch bản phát thải khí nhà kính ở mức cao, tăng lên 41% vào năm 2100. Nghiên cứu mới này, được trình bày trong ấn bản lần đầu tiên của Báo cáo Khí hậu châu Á - Thái Bình Dương của ADB, nêu cụ thể một loạt những tác động tổn hại đang đe dọa khu vực. Chủ đề : biến đổi, khí hậu --- Support this podcast: https://podcasters.spotify.com/pod/show/vov1tintuc/support

Energypreneurs
E200: Renewable Energy and Infrastructure in the Pacific

Energypreneurs

Play Episode Listen Later Oct 21, 2024 38:48


In this episode, our guest is Robert Guild, Team Leader of the Pacific Region Infrastructure Facility. Robert discusses the incredible opportunities in renewable energy, solar power, battery storage, and electric vehicles across the Pacific. He shares insights into the region's infrastructure development pipeline, which includes a $9 billion investment over the next five years, and highlights how technology and local participation are transforming the Pacific's energy landscape.   Link to ADB's PRIF website: https://www.theprif.org/   Connect with Sohail Hasnie: Facebook @sohailhasnie Twitter @shasnie LinkedIn @shasnie ADB Blog Sohail Hasnie

Energypreneurs
E198: Boosting EV Adoption Through Strong Policies

Energypreneurs

Play Episode Listen Later Oct 13, 2024 41:53


In this episode, our guest is Jamie Leather, Director of the Transport Group at the Asian Development Bank. Jamie shares insights on the progress and challenges in accelerating electric vehicle adoption across Asia. He discusses the role of strong government policies, financing, and partnerships in driving the transition from internal combustion engines to electric vehicles, with a focus on public transport and infrastructure development. He also highlights some of ADB's interesting projects and explains the sources of grants and concessional funding for which such projects can qualify. Link to ADB's Transport site.  Please join to find more. Connect with Sohail Hasnie: Facebook @sohailhasnie Twitter @shasnie LinkedIn @shasnie ADB Blog Sohail Hasnie

VOV - Chương trình thời sự
THỜI SỰ 12H TRƯA 27/9/2024: Lễ đón chính thức Tổng Bí thư, Chủ tịch nước Tô Lâm và Phu nhân thăm cấp Nhà nước tới Cuba

VOV - Chương trình thời sự

Play Episode Listen Later Sep 27, 2024 56:39


- Lễ đón chính thức Tổng Bí thư, Chủ tịch nước Tô Lâm và Phu nhân thăm cấp Nhà nước tới Cuba được cử hành trọng thể tại Cung Cách mạng ở thủ đô La Habaln, dưới sự chủ trì của Bí thư thứ nhất Đảng Cộng sản Cuba, Chủ tịch Cuba và Phu nhân.- Việt Nam tăng 2 bậc Chỉ số Đổi mới sáng tạo toàn cầu, có 3 chỉ số đứng đầu thế giới.- Ngân hàng Phát triển Châu Á (ADB) phê duyệt khoản viện trợ 2 triệu đô-la để hỗ trợ Việt Nam khắc phục hậu quả bão số 3.- Bác bỏ đề xuất ngừng bắn tạm thời do Mỹ và Pháp đưa ra, Israel dồn toàn lực nhằm tiêu diệt lực lượng Hecbola ở Li-băng.- Nhà vua Thái Lan chính thức phê chuẩn luật Hôn nhân đồng giới. Chủ đề : Lễ đón chính thức, Tổng Bí thư, Chủ tịch nước Tô Lâm, Cuba --- Support this podcast: https://podcasters.spotify.com/pod/show/vov1thoisu0/support

VOV - Chương trình thời sự
THỜI SỰ 12H TRƯA 26/9/2024: Ngân hàng Phát triển châu Á ADB đánh giá: Việt Nam sẽ vẫn tăng trưởng cao trong năm nay

VOV - Chương trình thời sự

Play Episode Listen Later Sep 26, 2024 56:20


- Tổng Bí thư, Chủ tịch nước Tô Lâm gặp song phương với Tổng thống Mỹ Joe Biden; tiếp lãnh đạo các tập đoàn công nghệ lớn của Hoa Kỳ. Tại cuộc tiếp, các doanh nghiệp cam kết đầu tư lâu dài tại Việt Nam, trong đó Space X bày tỏ mong muốn đầu tư 15 tỷ USD vào Việt Nam trong thời gian tới- Thủ tướng Phạm Minh Chính dự Hội nghị công bố quy hoạch và xúc tiến đầu tư tỉnh Bình Dương- Trong báo cáo mới nhất, Ngân hàng Phát triển châu Á ADB đánh giá: Việt Nam sẽ vẫn tăng trưởng cao trong năm nay- Hội đồng bảo an LHQ đề xuất ngừng bắn 21 ngày nhằm tìm ra giải pháp ngăn chặn xung đột giữa Israel và lực lượng Hezbolla ở Lebanon. Nhiều quốc gia đã lên kế hoạch sơ tán công dân khỏi Lebanon- Giá vàng thế giới thiết lập đỉnh mới, vượt mốc 2680 USD/ounce Chủ đề : việt nam, tăng trưởng --- Support this podcast: https://podcasters.spotify.com/pod/show/vov1thoisu0/support

VOV - Kinh tế Tài chính
Trước giờ mở cửa - Từ đầu năm 2025, yêu cầu Công ty niêm yết công bố thông tin đồng thời bằng tiếng Anh

VOV - Kinh tế Tài chính

Play Episode Listen Later Sep 26, 2024 5:24


- Ngân hàng phát triển châu Á - ADB giữ nguyên dự báo tăng trưởng của Việt Nam trong năm 2024- Từ đầu năm 2025, yêu cầu Công ty niêm yết công bố thông tin đồng thời bằng tiếng Anh- Những thông tin, hoạt động đầu tư tài chính đáng chú ý Chủ đề : công ty, chứng khoán --- Support this podcast: https://podcasters.spotify.com/pod/show/vov1kd/support

The Core Report
#397 Markets Hit Highs For 5th Consecutive Session

The Core Report

Play Episode Listen Later Sep 25, 2024 19:20


On Episode 397 of The Core Report, financial journalist Govindraj Ethiraj talks to Devendra Kumar Pant, chief economist of India Ratings & Research. SHOW NOTES (00:00) Stories Of The Day (01:00) Markets hit highs for 5th consecutive session, more mutual funds switch to cash (03:52) Global stocks are not enthused by China's bold stimulus moves (04:51) India needs FDI in manufacturing, says ADB (05:57) India is finishing up with a strong monsoon, how good was it, economically? The 100 hour concept (13:54) Hyundai's Rs 24,000 crore IPO is revving up. What will it do to the market? (16:18) An Italian bank raids a German bank and hell breaks loose ⁠⁠⁠⁠⁠⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements. For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Join and Interact anonymously on our whatsapp channel⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠

VOV - Chương trình thời sự
THỜI SỰ 18H CHIỀU 25/9/2024: Ngân hàng Phát triển Châu Á ADB duy trì dự báo tăng trưởng kinh tế Việt Nam năm nay ở mức 6%

VOV - Chương trình thời sự

Play Episode Listen Later Sep 25, 2024 56:48


- Tổng Bí thư, Chủ tịch nước Tô Lâm có bài phát biểu biểu với thông điệp mạnh mẽ và toàn diện về "Củng cố chủ nghĩa đa phương, cùng hành động để kiến tạo tương lai hòa bình, ổn định, thịnh vượng và bền vững cho mọi người dân" tại Đại Hội đồng Liên hợp Quốc. Nhiều thông điệp quan trọng cũng đươc các nhà lãnh đạo thế giới gửi đi từ phiên họp- Thủ tướng Phạm Minh Chính dự lễ khai mạc Diễn đàn Kinh tế thành phố Hồ Chí Minh lần thứ 5, dự đối thoại chính sách và dự lễ khánh thành Trung tâm Cách mạng Công nghiệp lần thứ tư- Ngân hàng Phát triển Châu Á ADB duy trì dự báo tăng trưởng kinh tế Việt Nam năm nay ở mức 6%- Trung Đông tiếp tục leo thang căng thẳng khi Israel và lực lượng Hezbollah tại Lebanon tiếp tục thực hiện các cuộc tấn công trả đũa lẫn nhau- Tổ chức Hợp tác và Phát triển kinh tế (OECD) nâng dự báo tăng trưởng kinh tế toàn cầu năm nay và năm tới ổn định ở mức 3,2% Chủ đề : kinh tế, việt nam, tăng trưởng --- Support this podcast: https://podcasters.spotify.com/pod/show/vov1thoisu0/support

VOV - Việt Nam và Thế giới
Tin trong nước - Ngân hàng Phát triển Châu Á ADB duy trì dự báo tăng trưởng kinh tế Việt Nam ở mức 6.0%

VOV - Việt Nam và Thế giới

Play Episode Listen Later Sep 25, 2024 3:24


- Tăng trưởng kinh tế Việt Nam vẫn tiếp tục duy trì vững vàng, trong bối cảnh nhiều yếu tố bất định của môi trường bên ngoài, và có khả năng đạt mức tăng trưởng 6% trong năm nay. Đây là kết luận được đưa ra tại buổi công bố báo cáo triển vọng phát triển châu Á tháng 9 và cập nhật tình hình kinh tế Việt Nam của ngân hàng Phát triển châu Á (ADB), diễn ra sáng nay, tại Hà Nội. Chủ đề : tăng trưởng, kinh tế, việt nam --- Support this podcast: https://podcasters.spotify.com/pod/show/vov1tintuc/support

100x Entrepreneur
Why Is No One Talking About India's Unorganised Sector? Economist Arun Kumar Explains

100x Entrepreneur

Play Episode Listen Later Sep 8, 2024 93:44


Over the last decade, we have been getting news updates, social media highlights, and WhatsApp forwards about India being the “fastest growing economy” in the world. IMF, World Bank, and ADB have confirmed this. The question is, in the face of demonetisation, GST, and the drastic shift of focus to the organised sector from the unorganised one, is this data a true reflection of India's economic reality?  Today, Neon talks about these facts with Professor Arun Kumar, a renowned author of economic titles and an Economic Professor at JNU.Watch the episode to know more!Timestamps0:00 - Introduction0:14 - Introducing Economist Arun Kumar0:40 - Current scenario of India's Economy1:25 - South East Asian countries' growth from 1947 as compared to India?3:31 - Proof of India's failure in education system 5:20 - How can India develop education & health?8:48 - Does India really have “TOO MANY” billionaires & why is it a concern?  9:24 - The journey from becoming a “developing” nation to a “developed nation.”10:51 - The “Bottom-Up Approach” - What's that? 14:00 - Growing chasm between high-earning & low-earning category?15:22 - Is the current budget failing to fund labour-intensive sectors?17:03 - What's the unorganised sector in India?17:47 - What are the Micro, Small & Medium Sectors in India?18:33 - Robot uprising vs human employment! 21:03 - What are the 4 types of unemployment in India?23:27 - 60k jobs and 47 lakhs applicants ?27:20 - Is GDP a proxy of the organised sector for the unorganised sector?30:03 - Demonetisations hits the unorganised sector32:12 - Is IMF, World Bank & ADB's version of India's fastest economic growth true?34:25 - Black economy = Digging holes & filing holes40:40 - India should have been 8X its current economy - how & why did we fail?42:31 - Are we really a 3.6 trillion dollar economy?51:11 - How can we help the unorganised sector generate more income? 1:01:48 - Bottom economy = 40% of the Goverment's vote bank & yet not the focus of development & growth? Why?1:05:26 - Why does the government want to help the organised sector?1:11:38 - How will India transform into a “developed” nation or double the GDP per capita?___________________________________Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes. We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings. __________________________________Visit our Website: https://neon.fund/Follow us on Instagram: https://www.instagram.com/theneonshoww/Follow us on Twitter: https://twitter.com/TheNeonShowwFollow us on LinkedIn: https://www.linkedin.com/company/beneon/__________________________________Sponsor Shout OutLooking to build a differentiated tech startup with a 10X better solution? Prime is the high conviction, high support investor you need. With its fourth fund of $120M, Prime actively works with star teams to accelerate building great companies.To know more, visit https://primevp.in/

Energypreneurs
E192: Communicating Climate Action Effectively

Energypreneurs

Play Episode Listen Later Sep 8, 2024 45:37


In this episode, our guest is Kina Pascua, a strategic communications expert at ADB. Kina discusses the critical role of effective communication in addressing climate change, emphasising the importance of starting early by educating children. The conversation explores how messaging around sustainability and climate action can be made more accessible and impactful, primarily through integrating these topics into school curriculums. Kina also shares insights on the challenges of driving behavioural change and how the younger generation can play a pivotal role in shaping a sustainable future.   Connect with Sohail Hasnie: Facebook @sohailhasnie Twitter @shasnie LinkedIn @shasnie ADB Blog Sohail Hasnie

VOV - Việt Nam và Thế giới
Tin trong nước - Việt Nam cần 166.000 tỷ đồng để nâng cấp hệ thống chiếu sáng đô thị

VOV - Việt Nam và Thế giới

Play Episode Listen Later Sep 6, 2024 2:29


- Giai đoạn 2026 – 2030, Việt Nam cần 166.000 tỷ đồng, tương đương 6,6 tỷ USD để nâng cấp, đầu tư mới hệ thống chiếu sáng. Đây là thông tin được đưa ra tại Hội thảo tham vấn “Đánh giá thực trạng và định hướng phát triển chiếu sáng đô thị hướng tới mục tiêu rác thải ròng bằng 0” tổ chức tại TP.HCM sáng nay (6/9). Hội thảo do Ngân hàng Phát triển châu Á (ADB) phối hợp cùng Cục Hạ tầng kỹ thuật, Bộ Xây dựng tổ chức. Chủ đề : hệ thống, chiếu sáng --- Support this podcast: https://podcasters.spotify.com/pod/show/vov1tintuc/support

The Dirt Bike Burrito Podcast
Ep-553 Mitch Less ADB 540

The Dirt Bike Burrito Podcast

Play Episode Listen Later Aug 20, 2024 51:17


Another Chat with Mitch Lees from ADB magazine.

Biographers in Conversation
Melanie Nolan: The ADB's Story

Biographers in Conversation

Play Episode Listen Later Aug 14, 2024 32:08


In this episode of Biographers in Conversation, Gabriella chats with Melanie Nolan about her book, The ADB's Story, the history of the Australian Dictionary of Biography she co-edited with Christine Fernon. Melanie is the general editor of ADB, which is widely recognised as an Australian cultural institution and national treasure. She is also Director of Australia's National Centre of Biography. Here's what you'll discover in this episode:  Melanie Nolan introduces us to the Australian Dictionary of Biography, a vibrant and versatile digital tool that enables us to understand our nation's past and to think hard about the present moment and our future as an inclusive nation that celebrates diversity. Melanie reveals why she felt compelled to write The ADB's Story and why it was vital to create it while the ADB team was imagining the next phase of the dictionary's future. Melanie explains why ADB is considered internationally as innovative compared with similar publications in other countries. Melanie shares her vision for the dictionary, which is to showcase the multisensory experiences of Australians at different stages of their life through photographs, audio and video recordings.  She also reveals ADB's ambitions to reimagine itself over future decades by tracing networks and connections between biographical subjects and how these revelations will enable each of us to better understand our past, present and future. https://biographersinconversation.com Facebook: Share Your Life Story Linkedin: Gabriella Kelly Davies Instagram: Biographersinconversation

From Startup to Wunderbrand with Nicholas Kuhne
Balancing Purpose and Profit: The DriftTime Approach

From Startup to Wunderbrand with Nicholas Kuhne

Play Episode Listen Later Jun 4, 2024 30:32


Abb-D Taiyo, founder of Drift Time, a digital agency focused on sustainability, shares his journey and insights. He emphasizes the importance of purpose and intention in selecting clients and highlights the need for a clear focus in startup businesses. Adb-d discusses the concept of the sphere of action, which includes control, influence, and advocacy, as a framework for creating impact. He also discusses the value of becoming a B Corp and the process of obtaining certification. Drift Time is evolving to become a strategic house, helping businesses understand and achieve impact through design. https://driftime.media/ We are the guide to your hero, empowering you to change standards at the intersection of purpose and intention. --- Send in a voice message: https://podcasters.spotify.com/pod/show/nicholas-kuhne/message

Rorshok Georgia Update
GEORGIA: Protests & more – 23rd May 2024

Rorshok Georgia Update

Play Episode Listen Later May 24, 2024 7:54 Transcription Available


Protests against the "Russian Law," the US to sanction Georgian officials, the president's veto, new educational reforms, the wine industry, and much more!Thanks for tuning in!Let us know what you think and what we can improve on by emailing us at georgia@rorshok.com. You can also contact us through Instagram @Rorshok__georgia or Twitter @RorshokGeorgiaLike what you hear? Subscribe, share, and tell your buds.Rorshok's Georgia Update: www. rorshok.com/georgiaWe want to get to know you! Please fill in this mini survey:https://forms.gle/NV3h5jN13cRDp2r66Wanna avoid ads and help us financially? Follow the link:https://bit.ly/rorshok-donateOops! It looks like we made a mistake. In 2:40, the reader should have said, "EBRD," and in 2:43, "Unlike the ADB the EBRD has, however, been clear in its condemnation of the Russian Law."Sorry for the inconvenience!

Android Developers Backstage
Episode 206: Make it faster

Android Developers Backstage

Play Episode Listen Later May 22, 2024 60:52


In this episode we cover ADB -- not "Android Developers Backstage", but "Android Debug Bridge", the technology powering device connections. Romain and Tor talk with Fabien Sanglard from the Android Studio team on his work to improve the debug stack -- including the new USB speed detection feature recently unveiled at Google I/O. Chapters: Intro (00:00) You may know Fabien from… (00:50) Applying relevant knowledge to Android Studio (3:28) Communicating with remote devices and debugging (12:18) Accommodating a debugger (13:55) Fixed protocols and how to work around (16:10) What other versions of ADB do you use to get the suite faster? (19:27) Other ways to make the debugger faster  (20:38) The differences between USB cables (21:51) How to find the right cable (30:17) ADB over wifi (32:41) How to detect which usb port is faster on your laptop? (34:46) Complexity of new cables (36:57) Install time of APK's (37:41) New ways of helping full stack devs (45:44) Final thoughts (49:19) Viewer questions (57:54) Romain: @romainguy, threads.net/@romainguy, romainguy@androiddev.social Tor: threads.net/@tor.norbye and tornorbye@androiddev.social Fabien: @fabynou,    Check out → https://goo.gle/3wK4EM4    Catch videos on YouTube → https://goo.gle/adb-podcast   Subscribe to Android Developers  → https://goo.gle/AndroidDevs 

Sozusagen!
Die ARD und ihre ADB

Sozusagen!

Play Episode Listen Later May 22, 2024 13:27


Wir laden heute zur Aussprache: Schirurgie oder Kirurgie, Gündogan oder Gündoan, Sophia Loreeen oder Sophia Loooren. Und wie hieß noch mal die israelische Sängerin beim ESC? Die tolle BR-Nachrichtensprecherin Julia Cortis unterhält sich mit uns über knifflige Begriffe, ungarische Nationalspieler, den Klang der Nachrichten und die segensreiche ADB - die AusspracheDatenBank der ARD.

The Tech Addicts Podcast
Sunday 28th April - Immich and Emulators

The Tech Addicts Podcast

Play Episode Listen Later Apr 28, 2024 129:50


Ted and Gareth bang on about Immich, home made weather stations, emulators on Chromebooks, a poetry camera, Sony Reon Pocket 5 wearable air conditioner, Marshall headphones, Blackview phones, the new old Bang & Olufsen CD player, the upcoming Xperia 1 VI, the sexy Moondrop MIAD 01 and young kids with phones. With Gareth Myles and Ted Salmon Join us on Mewe RSS Link: https://techaddicts.libsyn.com/rss iTunes | Google Podcasts | Stitcher | Tunein | Spotify  Amazon | Pocket Casts | Castbox | PodHubUK Feedback, Fallout and Contributions Turn your Kindle into a clock and weather station I've now followed the instructions and got it working. For anyone else trying, it doesn't explain that the "Save" button in the last step is the one at the bottom of the screen. Banters: Knocking out a Quick Bant Immich experience News, Mews and Views Quarter of UK's three- and four-year-olds own a smartphone, data shows Hardline on the hardware Sony's wearable air conditioner is the first step towards a real Dune stillsuit World's first 'Poetry Camera' uses AI-power to turn photos into poems You can now translate sign language automatically with these amazing Raspberry Pi glasses Your credit card may soon light up with an OLED screen PiDock 400 turns Raspberry Pi into a 13-inch notebook Marshall drops two next-gen Bluetooth headphones with a major 100-hour battery life and minor price tags Bang & Olufsen Makes a Compelling Case to Collect CDs Again The Wearables Watch How to enable ECG and Blood Pressure features on non-Galaxy Phones - APK, ADB, Mod Alert! Phone Zone This upcoming Android phone is bringing back the headphone jack in styleDual ports heres Easy Call Integration for Chromebooks and Pixel Phones - like Phone Link for Windows etc. Blackview Hero 10 will be the world's cheapest foldable when it launches next month The Xperia 1 VI could be coming soon as Sony announces Xperia event The Name of the Game Cheaper Evercade retro consoles will arrive in July The best Chromebook emulators - RetroArch, Dolphin, PPSSPP, John NESS, Eclipse, M64Plus FZ Exodos Flap your trap about an App 10 incredibly useful programs that every PC should have Microsoft's AI tool can turn photos into realistic videos of people talking and singing AirChat is the latest app trying to make 'social audio' cool again TikTok Notes is a new Instagram rival, and it's rolling out now - not in the UK yet Google Gallows & Chrome Coroner Google Drive web app is getting a dark theme - hurrah! It arrived at last! Google Chrome removes side panel button in favour of pinning Google is launching a paid version of Chrome Google is feeling pretty pumped about a new way of showing you ads on YouTube Google Play accidentally reveals the 'Cubes' feed, a 'shortcut' to apps & games Google Podcasts' export tool is rolling out worldwide ahead of June shutdown Bargain Basement: Best UK deals and tech on sale we have spotted Presonus Eris 4.5, Studio Monitor Speakers, Pair, 4.5 Inch, Gen 1 - £109.99 Was: £136.27 MSI Claw £200 off, now £599 at Curry's MERCUSYS 8-Port Gigabit Desktop Switch with 7-Port PoE+, PoE Power Budget 65W, compatible with 802.3af/at PDs - £34.99 RRP: £44.99  SoundCore Motion X500 £99 from £170 Anker USB C Hub, Dual-Display USB-C Hub (10-in-1), 4K@30Hz HDMI Display, 1080p VGA, 100W Max Power Delivery, 5 Gbps USB-C sold by Anker FBA - £19.99 RRP: £45.99 Razer Edge with Kishi V2 Pro Controller £289 from £449 Main Show URL: http://www.techaddicts.uk | PodHubUK Contact:: gareth@techaddicts.uk | @techaddictsuk Gareth - @garethmyles | Mastodon | garethmyles.com | Gareth's Ko-Fi Ted - tedsalmon.com | Ted's PayPal | Mastodon | Ted's Amazon YouTube: Tech Addicts

ThePrint
MacroSutra : Why have 3 global agencies upgraded India's growth after just 3 months?

ThePrint

Play Episode Listen Later Apr 19, 2024 23:39


The IMF, ADB and World Bank have all upgraded India's growth, soon after their earlier projections. What has changed their minds? Economist Radhika Pandey and Deputy Editor TCA Sharad Raghavan explain in #MacroSutra Read Radhika Pandey's column here : https://theprint.in/macrosutra/india-set-to-grow-faster-than-expected-but-geopolitical-tensions-inflation-global-debt-loom/2046925/

The Rebound
485: EeeeeeeUuuuuuuu

The Rebound

Play Episode Listen Later Mar 6, 2024 51:20


Apple's steaming mad, new MacBook Airs are out, and we'd better start watching what we say.Apple is really mad about the EU.It also released new MacBook Airs.Lex uses the Cockatoo podcast transcription service.Moltz recommends Tinkerboy for ADB to USB adapters.Moltz likes his space pen.Dan has this Studio Neat pen.Full transcripts have arrived on Apple podcasts.Our thanks to Indochino, where you'll find the best made to measure shirts and suits at a great price. Use the promo code "REBOUND" and get $50 off any purchase of $399 or more.If you want to help out the show and get some great bonus content, consider becoming a Rebound Prime member! Just go to prime.reboundcast.com to check it out!You can now also support the show by buying shirts, iPhone cases, hats and more items featuring our catchphrase, "TECHNOLOGY"! Are we right?!

Welcome to Cloudlandia
Ep121: Intellectual Property in the Era of Innovation and Adaptation

Welcome to Cloudlandia

Play Episode Listen Later Mar 6, 2024 52:00


In today's episode of Welcome to Cloudlandia, we embark on a reflective journey through the lens of history. We examine the perceived hardships of modern life compared to past decades like the 1950s and 1960s. Drawing on personal experiences, I note how some aspects of the human condition remain unchanged despite technological and social evolution. Shifting to practical topics, we discuss strategies for leveraging intellectual property, especially during economic downturns. Adapting to changes and maintaining resilience emerge as significant when transforming ideas into tangible assets. SHOW HIGHLIGHTS In this episode we reflect on how technological advancements have transformed personal and societal challenges compared to past decades. Dan examines the prevalence of mental health discussions in contemporary society versus the silence around such issues in the 50s and 60s. We explore the philosophical implications of our tech-saturated age through the ideas of Italian philosopher Augusto del Noce on atheism and technology. Dan and I question if the abundance of knowledge and advancements in AI truly contribute to happiness or complicate our understanding of the world. We consider whether technology, like virtual reality, adds new dimensions to life or repackages what has always existed. discussions on the military's use of advanced technology, such as eye-controlled systems, and its trickle into civilian life. We share insights on the transformation of media consumption habits and the strategic benefits of converting intellectual property into tangible assets. I underscore the importance of adaptability and resilience, especially when leveraging intellectual property during economic challenges. Dan and I share personal experiences, noting that while the geographical footprint expands, human connection and existence remain constant. We ponder the impact of innovations on our daily lives and the need to adapt to chase tangible achievements in the face of technological change. Links: WelcomeToCloudlandia.com StrategicCoach.com DeanJackson.com ListingAgentLifestyle.com TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Dean: Mr Sullivan, Dan: Mr Jackson, Dean: it would be a tragedy if these calls were not recorded. It really would. Dan: That would be the truth. Dean: Isn't it nice? Dan: that they're automatically recorded and we don't have to remember to do it. Yeah, just feels organic, so welcome back. Yeah, it's been a few, a couple of weeks here. Dean: Yeah, you know, here's a, here's a thought that I was just pondering, that it seems to me that, as cloud by India expands people's real world experience not real world, but mainland experience they're both. Mainland experience seems to be more challenging and seems to be, in some cases, more vaccine and more traumatic. Okay, do you have some exhibits? That's my thought, that's my cheerful thought for the day. Dan: Do you have some exhibits for your argument? Dean: Well, there's such an emphasis now on meltdown, people having nervous breakdowns, which I don't remember at all growing up, you know 50s 60s? I don't remember any talk like this, but now it's constant, every day. You know people. Dan: And it's everywhere right. Dean: Like now this is. Yeah, I mean everywhere that I know it's much of the world in humanity that I don't know, but everywhere I know, it's not so much that the people that I'm talking to, our experience, and it's not that it's a narrative. You know that. You know these are the most trying times that humans have ever had, and I said well, first, of all. I don't even know how you would know that you know? Dan: how would you know? How would you know? Yes, I mean, if you haven't been there, you probably your knowledge of 150 years ago is probably pretty slim. Dean: How about the dark ages? That would have to be pretty yeah. Dan: Well, I, you know, I don't know, you know, I don't know. Dean: I mean, I think it's a comparison, and I think somebody's got a point to make. When they say the dark ages. Well, they probably weren't dark for the people who were in the dark ages. They probably weren't dark for the people who were in them. Dan: Right, exactly, that's so funny. Dean: Well, the Roman. Dan: Empire seemed to have a pretty good time, didn't they? Dean: Yeah, well, you know, life is life. You know, you know, and yeah, it's a discussion I have with people who are talking about the future and I said I'm going to guarantee you one thing about the future is that when you get there, it's going to feel normal. Dan: And we're going to. It's funny. Dean: I think that would be disappointing to a lot of people, because they think that the future is going to transform them. And I said well, not anymore than the past. Did I remember how? Dan: to find the old. I would say these are the good old times. Yeah, like that's the reality. Is wherever right now. It's just the distance of it right Like if you're thinking. You know, in the past, that was just a reflection of a moment in the present. At one point you know, yeah, well, the reason was we were thinking about the future. Dean: The reason was we were. We were at Genius Network this week and the subject of Apple's new Provision goggles came out. Okay, I don't know if you've experimented yet I haven't. And not, but they said this is going to change everything. Dan: And I said wait a minute. Dean: You're in a half. Ai was going to change everything. And you know I got up this morning and you know my life doesn't feel that much different than when the day before AI was introduced. Yes, at. Dan: GVT. Dean: Yes, and I said and so I began thinking about that that you're using basically a Cloud Landia phenomenon to save. That phenomenon is going to change everything. And and I said, well, you know, I mean who's talking. I mean my question is who's talking? Maybe it's going to change you, but you know, for most people there I mean half the world won't even know about it 10 years from now. Dan: Yeah, like that's. You know, it's so funny. It reminds me of the. You know, how do you? It's like asking a fish how do you like the water? Yeah, yeah, they don't have any recollection of what you're reading. The water, yeah, gen Z is now. You know, all the Gen Zs have no idea about a world without Internet and social media and everything on demand. I mean, they have no idea about there being three channels on TV that broadcast everything to everyone at the same time and not when you watch what they put out. I mean, that's pretty, it's pretty amazing, right, and it was in black and white. Dean: In black and white, on a dream. Dan: Yeah. Dean: You had to jiggle with the antenna to make sure that you're receiving that day. Yeah, you didn't think anything strange about it, that's just. You know, that's just what you had to do. Dan: Eating your TV dinner and it's tinfoil plate and your Jiffy popcorn. Dean: I remember those as being quite tasty. Dan: Yeah. Dean: Isn't that? Dan: funny though, dan. I mean, I do think about that a lot. I just I extended the southerly boundary of my footprint on the planet a couple of weekends ago. I was down in. Miami, in Brickle, at Giovanni Marceco's Archangel event. He invited me down and yeah, so it was just a you know another world. You know expand everything happening. You know people bustling around all in there, certainly a lot of traffic, every you know on the mainland things are Largely status quo, you know, and getting more. Dean: Yeah, you got to pick your time. You got to be more intelligent about picking when you decide to travel these things you know, but I got a feeling that's been that way, you know, Since we could transport ourselves. But I think the question I have is. What is it about, the president? That's not okay with you you know, and. I did this diagram, which I'm going to develop into a thinking exercise. I love that. Yeah, and it's, and I think you've seen it, I think you've seen it and what I have is a sheet of paper and the diagram goes from lower left to upper right. Okay, and down at the bottom there's a little circle and that's at the upper left. Upper right is a bigger circle, and underneath the little circle is here, and under above the Bigger circle in the upper right-hand corner is there, and then I draw a line that's got an arrow head you know, it's a straight arrowhead and it's called striving. Dan: And I said I'm. Dean: This is a portrait of your entire life. I'm going to tell you your as entrepreneurs. So I'm just going to tell you your entire life is. You're here and you're striving to get there. Striving, I said how many of you remember, this is the way it was at 10 years old, 30 years old, some of you 50 years old. I can remember 70 years old. Okay, that was just what I say. So let's say you start at 10 and now you're 60 years old and One thing is absolutely true you have a lifetime, 50 year habit every day, lifetime habit reinforced, of being here but striving to get there. I said so With that very pure habit in place. What do you think the chances are? At 60, you're going to be there. Dan: That's it's so, it's profound Right, but it fits in with the cap and the game too, in a way. Dean: Yeah, so actually 10 years ago. The reason I'm bringing this up is 10 years ago I Decided that I'm there and now, the job is not to get anywhere. The job is just to expand the quality and quantity of the there that I'm at mm-hmm okay and, and I had this exercise and you did, which is called your best decade ever, and I decided, when I look back, that I've achieved more Between 70 and a couple months, 80 70 to 80. I've achieved more in the last 10 years than I did in the previous 70 years. Dan: And what do you? Did you set out with that as your intention, or did you know? Is that my? Dean: intention. I just made a decision. I remember that 10 years ago, when I was 70 and yeah, there was, if you remember, there was a big party and I mean, how can I forget? Dan: you just recently forgave me for lying to you. Yeah there was a. Dean: Dirty lying culprit Involved in that and I love him in spite of that. Dan: I love, there we go, thank you. Dean: Thank you and anyway, but I was reflecting that I'm there, you know, I'm there and there's no. And it shows up in two ways, dean, and it is that I've noticed, and I this just occurred to me one day, because people say Would you like to meet so-and-so, and I said not really right really, and I don't have any particular reasons, it's like yeah, somebody said who's the person that, if you could, you would love most to have dinner with and I said Jackson. I said, certainly someone I know, certainly some what I know knows. You haven't met them yet. And I said, nah, I can't think of anyone you know. And they said yeah, but you know, yeah, I mean, is there anyone in the you know that's gonna be different in the future and I said yeah, but that just that's built into the formula. I said you know, every year we bring you know close to a thousand new entrepreneurs into the program and I know a lot of a thousand there's gonna be. You know a handful of them that I really get to know and they're you know, they're bright, they're exciting, they're ambitious, they're creative, they're doing all sorts of interesting things. I so, just as matter, of course, I'm gonna meet them and they said no. But you know, I mean, would you like to meet Taylor Swift? I said no, what would we talk about? And somebody was gonna introduce me Actually the I was described to this person. That person said I'd really like to meet him and it was a famous politician. They'd like to meet this guy. And so they said would you call him because he'd really like to talk to you? And I said but I don't have anything to say. He may think of a reason for meeting me, but I don't have any reason for meeting him, you know. And I've got so many really bright people that I know. That I'm having great conversations with I don't you know, I don't really want to. It would be a lot of effort, you know a lot of effort. Yeah it would be a, it would be a guess and a bet. Dan: Where I'm working with I'm working with guarantees, you know so. Dean: Anyway. But the other aspect of this where's the place in the world? You haven't been yet. I said can't think of any. You know that you'd like to really go to. I say I can't think of any. Right you know, maybe when I'm in London I'll head in the northwest direction rather than you know the other directions. Have already gone in to see what's five or six streets away and I know in. London. You're in London, you're always running into something new. No longer, no matter how long you're there, you're doing that. So I've got those two things and I think it's a function of the decision I made 10 years ago. You know that there's nobody I particularly want to meet. There's no one, a particular Place that I want to go, and I think the reason is because I've decided that. Dan: I'm there. Do you know? What's so funny, dan, is that is very similar thinking to what I did in 1999 with the. I know I'm being successful when I'm thinking about that. It's being is the state of being here. You can only, you can only be in the present doing it's being right being yeah, it's really interesting. Dean: I've been reading this several volume series by this Italian philosopher, truly a philosopher. Augusto del noce died around 1990 and it's on atheism. As it seems, that is Last 25 years of his life. He was just zeroing on this one subject of atheism, which is kind of a new thing on the planet, you know, goes back the beginning of it is maybe 400 years ago and it probably coincides when we to have the tools and we started to have a financing to do things scientifically, you know, and people notice that as they, they develop scientific concepts and then technology enabled them to measure In a way that they hadn't been able to measure. They discovered brand new things and they just said, since we have this growing ability and it seems like it'll grow forever why do we need God? So, why do we need heaven when we can create our own heaven here? And that was a guess in a bet and it's. It Seems to me that they haven't really been successful. But anyway, I was, I was just. I've read a couple of them twice and I'm on a new one right now, and he's just introduced this vast universe of different thinkers who contribute some aspect To what we would call atheism today. You know which is essentially the denial of that One there is a God and number two, that a God is needed. You know that perfectly okay, ourselves. And and since I've been writing that, I've just been increasingly aware of the topic, the subject I started the conversation with, on my part today. Which was, it seems to me, as we develop these incredible technological abilities. So there's no question that AI. I don't know anything about the new ones, so I don't have any opinion on it, but to that it's not making people happy right Like perfect. Dan: You know, there's great words that I heard Peter Diamandis talking about one time a perfect knowledge that you can see that we're moving to a place where we're wearing let's call them sunglasses now you know like goggles, not the big thing that apple just put out, but that's if we liken that to the first cell phones that were those big brick Cell phones. If we, you know, link that down to, if we take the progress of those, you know VR and AR, you know goggles to be more like, you know, super thin Sun glasses that just look like glasses and we couple that with the advancement in VR or in, you know, ai, in our pocket or attached to our Wrist or whatever, however that goes, that we will reach a point where we know we would have access to knowing everything about everything that's known by visual or auditory cues, right like being able to walk through A city and have, through facial recognition, everything about a particular person, or to walk through a forest and see every, you know, animal butterfly, you know all of those things then there's not going to be any mystery of things. I think you know, like if you just Fast-forward these things, the speed. Dean: Friction is what you're getting out of Peter D Amonus saying this. Dan: I'm saying, I'm looking, what Peter D Amonus said he was the one that I first heard say those words perfect knowledge and I'm translating it into when we're headed now, where we see that it's not too far of a stretch to see the combination of chat T AI and the, you know, ar Sunglasses augmented or virtual reality Sunglass or glasses to be able to view the world through those lenses and have reflected up on the screen or in front of us All the data about somebody or about anything that it sees. You know, it's really almost the way. You know, the need for the more friction Involved ways of gathering knowledge would have been like if you had to let's say you saw this amazing Flower or something out on a walk you'd have to remember, remember it or draw or make notes of it. Then you'd have to go to the encyclopedia you know a botany and you'd have to go through, or even go to the library and look in the dewy decimal card catalog system for Flowers and look for a book that you could scan through to find that maybe somebody has documented what this particular, what this particular flower is. The friction of gathering knowledge was so, you know, so involved in friction, and the more that you Knew, the more that you could store in your, in your brain. That was sort of a measure of Intelligence, right, or a measure of the fact that you knew stuff. That's an advantage for Things. But now if we get to a point where everybody has perfect knowledge, you don't. You have to look at it and see okay, that's the, you know Whatever that, whatever that is, or that person is this, or this product is this or that I'll get you. Dean: I'll give you someone who has a yearly experience of I'm very smart. You know him Peter Steven Poulter. The. IVF doctor and he says you know the thrill of being in this field because the all, basically most medical breakthroughs happen in the Pregnancy and like the first year of life. So most you know if you watch where the money goes and Medical science, it has to do with pregnancy, conception, pregnancy, birth and then probably the first year of life and the other one is the last 12 months of life. Okay, and that's Experimenting to see if we can keep someone alive. You know, beyond, yeah, normal and he says that. He says from my perspective as a Doctor and a scientist, he said every year it seems to me that we know 10 times more About pregnancy because he's an IVF doctor and vitro realization, and he's a great you know, and the Statistics gathered by the US government Indicate that's true he's in the top top. You know five and and he says but the problem is that when you know 10 times more, you're is set with the 10 times greater Universe of what you don't know. Dan: That the 10 times new knowledge has opened. Dean: Yes, yes okay. So, and I was just pondering this, as people are saying well, dan, have you tried out? There's a new provision, yet I haven't. Dan: I said no, I haven't. Dean: I haven't answered two questions. I don't have the answer to two questions. They said what's the questions? I said does this Experience a provision? Does it increase or decrease? Dan: I bet it just where would you put your main line, dopamine? Yeah, you don't even have to move your hands anymore. Dean: Yeah, yeah, that's the first question. The second thing, the second question I have if I don't do it, am I missing anything? Dan: I, you know. What's very interesting too is that to me, the visual that I'm getting also is that Even chat, gpt and all of those things are decidedly backward-looking, meaning it's only trained on what's known knowledge. Dean: Yeah, I'll actually. All creativity is backward-looking. Okay, I mean if it's worth anything, you know. Dan: I mean. Dean: I mean, the apple is really great at this, because apples never first to do anything, you know as right. Dan: There's a highly valued. Dean: You know on a consistent basis they're most highly valued corporation in the world. But they've never actually Done anything new. Just do what already exists a lot better. Dan: Wow, yes, so you wonder what is? So the probe and there is anything new. Dean: What I can see about the provision, because the goggles already exist. It's you know, it's an upgrade on you know what, palmer, lucky probably created the bag and then, you know emails already. They say you can do emails with your eyes and you know you can do search with your eyes. Dan: You can you know everything else. Dean: But I said, these things already exist. They're just pulling together and integrating something that wasn't able to be done. That the same time, you know, and you know it's really pricey, I mean it's, you know, I mean it's reassuringly expensive. They've tried other goggles how much is your program? Reassuringly expensive, that's that I'll tell you. The sales team is gonna have that line tomorrow. It's what? And they say, well, why is it? Reassure me? And I said you know, you know who's not going to be in the room. What they're doing is already exists with the US Air Force, and then All the pilots, that everything they, those pilots, do, is done with their eyes. They have this screen. That's not a screen. I mean, there's no screen, but they see a screen. They see the and they operate with five other planes. So almost every Mission where they sent one of the new hyperjets, the pilot feels himself as a group of six. He's a member of a group of six and he can tell exactly what the other five are doing. You know he doesn't have to turn. It said he doesn't because he can see it on the screen. Plus, he can see 500 miles in all direction. This is all done with the eyes. These pilots have to train themselves to do Everything with their eyes. Well, that already exists. You know they're bringing that down to a civilian, civilian thing. But you know the whole question I have are the stakes big enough that I would teach myself a new skill? Dan: Mmm, right, or does it fit, can you? Well, that's it right. This is. I've been Test-driving, by the way, dan the, and it gets good reaction. They can I. Is there any way for me to get this without doing anything Is a good place to start. Dean: Well, check your limit on your card. Yeah, and first of all it's an anti-social activity because you're putting goggles on, so nobody's going to be around you when you have your goggles. But Mike Kenix was there the other day and Mike said you know, he says you have your mind, has no grasp of you until you've done it. And I says that's fair. I said that's totally fair. I understand that the question Is there enough of a compelling offer that I would even want to have experience? And I think that would be measured measured in the mainland, not in, not in Kauvalandia, I think, whether it was worse. I think whether anything is worth it. It really has a function. Does it register? Is it measurable? Progress in the mainland, right, I think you're right. Well, I'll give you an idea, your studio, your great studio which, yes, we'll have our will have a copy of in September or October of this year. I'll see that the team is in there now. We have eight studios. I have eight studios and they're gonna be you know, up-to-date technologically and and but the thing that compelled me to, first of all, for us to Follow your lead and really investigate what your studio is doing, one of our team members whose key to the Execution here came down to Orlando you know, yes you're. And went there and they said it's fantastic and they're very helpful and they'll help us any way we want, and. But the thing was suggest how much you get done in the mainland was what prompted us to look into it. Dan: Yeah, I mean, that's it's so. You know, that was kind of that before you brought it up, even thinking, I remember the day sitting in the cafe writing in my journal about okay, I want to start doing more video stuff, and asking myself the equivalent of that. You know thinking, because I'm definitely trained in thinking who, not how. But I caught myself really going down a how path of thinking okay, what do I need? You know, at least two of these. I need two cameras, I need lighting, I need what am I going to have for the background? I was already visualizing how I would rearrange one of the rooms in my office to be the, you know, always ready studio kind of thing. And then it really dawned on me about that that it's already there. Is there? That's the equivalent of is there any way I can get this without doing anything? And we literally went, you know, straight there and set up, signed a contract and recorded the very next morning. I mean, it's just so funny that the pressure not allowed and I realized that was you know. I was at the end of the 12 weeks. I signed a 12 week contract that. I had already, you know, I had 12 weeks worth of content in you know, created and already documented, and we hadn't even reached the point of what one of those cameras would cost. Dean: Like. Each of them got three cameras that are $6,000. Dan: You know the microphones are $1,000 each. The that sound for the studio environment. I mean the whole thing, the software, the all of it. It's a crazy thing when you really start thinking about it's the only way to do this without doing anything, and that's part it's so parallel you know I've been talking about. Imagine if you apply your self SELF, sphere is things around you. Is there somebody else as a service or someone that you know that could just do this without you having to do anything? Dean: Yeah, the thing is that I'll you know, I can think of some team members that. I'll encourage and we'll you know we'll finance it. Have some finance. Who would be interested in looking that provision and see what application it would have to the normal course of business, of speeding things up, making things easier, you know, and everything, and so funny. I was having a conversation with someone and he said I mean, he was texting you know and about. We were with him for about two hours and he probably texted you know 15 times to our hours and received text and you know and to our he's excuse me, I just have to take five minutes to do this. And so I said what would you see on the average day that you're involved in texting busy? And I said, and I suspect, if you do it on five days a week, you actually do it on seven days a week. Dan: Yeah, exactly. Dean: I don't think you take a weekend off from this habit. So so anyway, and he says well, you know, a light day is maybe a hundred texts and you know, a really filled, filled up day is 400 texts. Dan: And. Dean: I said you know that you're lower number, 100. That's more than I've done in my lifetime. Dan: More than more texts than you've done. Yeah, yeah, 100. I haven't done 100. Dean: I haven't done 100 texts in my lifetime. I mean, yeah and it's, and that would be 95% to Babs, you know and you know, and mostly I use emojis. I've become very Egyptian. I can do. I can do hieroglyphics with emojis and I can get a message and I like it. You know thumbs up times three. You know times. Dan: Smiley guy with sunglasses you know, I mean, you can do a lot of creative work with emojis, but except that we're apart. Dean: The only reason I'm doing this because we're apart, you know we're not in the same location, otherwise we just chat. But the thing is that this person, when I look at what he gets done, I get sometimes more done than he does in a day, certainly in a week or a month, you know, a week, a month or a quarter I get 10 times more done and I don't do any of it. You know, I don't do any of that stuff. Dan: Yeah. Dean: I bet. That's part of the I mean it's not profitable productivity, it's the feeling, it's dopamine busyness yes, I agree 100%. Dan: That's exactly where I that's what I've been catching myself, you know is this is really taking a look at that and realizing how much of this is, you know, really counterproductive. You know a lot of ways. I was saying I had a breakthrough blueprint at celebration last week Monday, Tuesday, wednesday and we were talking about, you know, 19,. I was bringing up the idea that you and I had been talking about the 25 year frames, and you know we're talking about your 70 to 80 best decade ever, and how. You know, three years I'm going to be 60 and then it'll be 20. The next 25 year framework I'll be 85, you know. So, looking back 28 years ago you're not discussed like that takes you all the way back to, you know, 1996, 1995, whatever that, whatever that is and realizing that everything that we look at right now that is so important to our lives wasn't even in existence. Then you know, like we, I still remember in 1997, when internet was just starting to become mainstream and it was definitely a place out there that you went to go to. You know you would go to the internet from your primary world on the mainland and it was a distraction, it was something it was starting to dip into. Maybe you know TV time or something that you would do otherwise. And then I remember, you know, gradually it became more and more, and 2007 I view as the tipping point, when we started with the iPhone bringing the internet with us and the app world becoming vital functions for going through our days. And now we're at a point where it's so woven into our existence that it's like water and we don't even remember, you know, I mean, all the talk now is what would happen if the grid went down. Indeed, dan, what would happen if the grid, the internet, went down? Not the power, not electricity, but let's say that the network goes down. So many things would be, you know, so many things would be messed up. We don't know how to survive without it. I was joking about that article. I remember, in the New York Times or GQ, I think it was magazine had a journalist that they sent, you know, to try and survive in New York City for a week where their only means of contact with the outside world was the internet see if he could make it. And he searched, you know, in this bulletin board, and he found this restaurant, this Chinese restaurant that had a menu and they would. You could order delivery on the internet, you know, and he slowly survived with those things. But now it's so exactly the opposite that it would be challenging to survive in New York City a week without the internet you know, it's just so how things have switched. You're the closest thing you're the closest thing I know of to being, you know, amish in the I've been involved in it. Dean: Yeah, I mean yeah, and one is, my life is not that much different. I mean, I certainly made use of the technology. I mean there's no question and I enjoy the. You know, I enjoy the internet and I mostly enjoy it for YouTube, I would say YouTube yeah, because I can get really in-depth, one-hour explanations of a particular topic you know, and Peter Zion is very good at his eight minute, 10 minute, 15, very, very good at it and. I really enjoy that. And then I'll watch all the action scenes out of Denzel Washington's new Sicily film, you know and. I mean, you don't have to watch a whole Denzel Washington movie to get the essence, you know it's about 20 minutes of really hardcore violence, you know. Dan: Yeah right. Dean: And he, you know, and he wishes the other person hadn't gotten him into this situation. He says no, I was just going about my life here. You know, it would have been better if you left me alone but here we are, you know and you got about 10 seconds to decide whether you're going to live or not, you know. So I'm just looking at my watch right now and three seconds to say you know, and I enjoy that, it's like a little you know palate, you know refreshing. And then I'll go back and I'll look at some question that occurs to me. I wonder you know what happened in this historical situation? Sure enough, you can find one or two or three you know, yeah movies, or you know videos, or something on the internet. you know and you can do that and it's very conducive for my ADB brain to have that activity and people say well, how much. You read a lot. No, I told people you know I haven't watched television at all, and Joe I. It'll be six years that I haven't watched nothing. All the football. I haven't watched any of it, Nothing. I haven't watched anything, but what I've discovered is that no football game has more than 10 minutes of action. And so I just watched the highlights. And then I don't want to see the highlights for the other teams, I just want to see the highlights for my team. That's about six minutes. And I said, geez, all those games I spent watching hour after hour on television. I could have gotten 10 or 15 of the men and the time it would take to do it, but you know, you kind of zero in on what's the dopamine part of the exercise. You know the activity so, but I resist the notion that this is going to change my life. I just resist the idea. Well, this changes everything. And I said, well, you know, speak for yourself you know, change anything for me, right? Dan: And we're both tourists. Dean: We're both tourists, yes, and we will sacrifice no pleasure for something new. Dan: Right, oh man, that's so funny. Dean: Any existing pleasure. We will not put that on the table as a bet. Dan: Yeah, we like our current pleasures, that's right. Dean: Oh yeah, so you know, and the thing is, the world is made up of all sorts, and so you've got to have the people who are, you know, the people who are just crazy nuts about the future, you know and you know, and there's people who say well, you know, as far as human nature goes, I haven't seen anything particularly new in 79 years. Right, interesting, I'm not saying not interesting. I just haven't seen a lot of new stuff happening with the fundamental change in people. Dan: Right yeah. So how are you? How are you looking at your next best decade ever? You're months away, days away. Dean: Yeah, the big thing is that we've discovered a great capability in the last two years, and that is that our thinking tools, coach tools, seem to translate easily into patents. Okay, so we started in April with a big batch. We you know we put in dozens of applications and they're starting to come in and we've got 12 now since April, we've got 12 patents and these are, you know, these have asset values. They're like every patent is like you created a house, you know, and it's got a marketplace value. The moment you get the asset, you know, you get the you know notification from the patent bureau that this is now a patent. And there seems to be something good about our thinking tools. You know strategy circle, pre-focus and buffer days. There seems to be something about our thinking tools that resonate with what they consider to be a patent. You know, something that can be granted a patent. So this is very exciting, because all we're doing is taking stuff that's been created over the last 35 years and giving it an asset value beyond just getting paid for it in workshops, you know. So it's it's growing and we're not doing that. It's a whole team of other people. We just write it a check. And you know a year later, we get back an asset that is, at the minimum, 10 times more you know, greater than our investment. Dan: I mean that's you know 10 to one in a year is pretty good to return that investment. Dean: So I'm very excited about that because we just have vast Dean. You can't believe how much stuff we've got in the store room. You know just a sheer number of ideas that we have and all of them are popping up in my mind. We're going back through documents I created 25 years ago. I said, geez, that was a great idea, but it had no present use so it didn't have a value. But here you can take everything and increase the value. I would say, the next 10 years, the amount of asset value we will create in intellectual property and on patents will equal the total amount of, will be the total amount of revenues we've created since 1989. Wow, yeah. So that's what I'm excited about. Dan: Wow, and that's where the program is. Dean: That's where the program is going. I mean, Dean, if you went through all your, all your notes, all the notebooks that you created and everything else. I bet there's a gold mine there that it can't. Dan: No, I understand that intellectually, I understand that there's lots of that. I get that. I just I can't. When I have a hard time wrapping my mind around is to what end? You know like. I wonder what the. Dean: If you were ever in, you know. First of all, that tells you that its property is the fact that you can barrel against it, not that we need it. Dan: Right. Dean: And I will tell you, we had this scamper a little bit during COVID and we had this scamper a little bit during the meltdown in 0809 where we lost the bottom of our program. I mean the revenues for the people who were at the lowest level. We just instantly lost it, you know, for a year and a half or two years, and unfortunately we went into our own reserves, our own personal reserves. Dan: Absolutely. Dean: And we could. You know we could finance the company but it was nervous. Used up weeks of her time you know, I don't want to hear you just call a number and you say I'd like to. You know the way it's all set up now with the, you know, the appraisal companies and then the loans loan companies. It's all set up and we'll get to know all those people. So the assessed value is up to date every day, and so it puts you in a position where your cash confidence. I like the game that the strategic coach represents and I just wanted to go on and on, and I don't want to be, wasting time with nervous crises, right exactly. Dan: Yes, it's a good way of putting it nervous crises, that's a. Dean: Yeah, yeah, I mean, there's creative crises, but the nervous ones I could do without, right? Oh, that's so funny. Is there any way I can solve this problem? By doing nothing? That's right, I'm not doing anything. Dan: Well, that's as close as you could get. I guess, when you think about it like that seems to me perfect knowledge. Dean: Yes exactly All this numbers. Dan: Yeah. Dean: I don't get the value of knowing everything you know I don't get the value of instantaneously knowing what would. Yeah, and besides, we already created that technology. Dan: Who was that? Who was the famous? You know the old story of the gentleman that said he doesn't need to know those things. He has a button on his desk and whenever I need to know anything I'll push that button and seven men will show up in here and one of them will know the answer to what I'm looking for Henry Ford yeah it was Henry Ford, that's right. Dean: Yes, I could summon someone, but we've already created the technology for perfect knowledge. And you're going to say, dan, what is the technology? Dan: for perfect knowledge. Well, what is it? Dean: Dan, it's called God. Okay, so they don't have access to it. But they said, no, we're going to get off, we're going to get away. You know, and I'm not joking here, because when you read these books, you realize that it's a desire not to be dependent upon at all, upon the entity that created you. And I said, well, I'm okay with it, right, right. And they say, well, it's like you're dependent upon God. And I said, hey, well, first of all, I'm very comfortable to know that he exists, or she, whatever, in this transgender age Anyway. But I have a feeling. You know, I've had a feeling since I was a kid that I'm connected to something that's transformative and it's way above my ability to know things, and you know I'm okay with that, I don't lose any energy over that, but I think there's this one of the. In reading these many books on atheism I automatically translate. When I read a lot that is very deep subject and a person has spent their whole life doing it I always think is there some aspect of this that I can just capture and write a quarterly book on? And it came to me after I've been reading El Noce, the Italian philosopher, for about a year and what I came to is a title. I always go for the title. Dan: Yeah, of course that'll see. Dean: Yeah, and the title is atheism is very hard work. Dan: Oh boy. Dean: It's very hard work. Yeah, these guys people were atheists just have to. I mean, it's 24, seven. I tell you there's no harder work on the planet than being an atheist, oh my goodness. Because they're on the lookout for anybody who even suggests that there's a God, and you know it, they get angry and they you know they have to get into an argument. I said, geez, that's a lot of work, that's a lot of work. Dan: Yes, it's so funny, dan, and observant and true, it's like those things. It's funny. It's like those isms, right, like veganism. Yeah, you know, yeah. Dean: I mean you can't sleep, compel even jelly. I mean you can't relax, you can't sleep. I mean isms. Dan: I mean you know except quick start ism. Right, yes, you watch Dan Tucker Carlson's interview with Putin. Dean: Yeah, I think Tucker Carlson did himself a lot of good, uh-huh. Dan: I think so Absolutely. Dean: Yeah, I mean, he wasn't any different with Putin. Dan: You know, I mean, this is the guy who's gonna get you thrown off the top of the building. Dean: You know he didn't see many more you know, yeah, he's got more sex than he is with anyone Anyone. You know he just Right, right right. As a matter of fact, there's a couple of situations where he just kind of broke out laughing. Yes, exactly. Dan: I can't believe. Dean: You just said that. Dan: Right, but it was very interesting to hear Putin's history lessons. You know, going all the way back. Dean: Yeah, well you know, you gotta look at it from their point of view. They are the easiest country historically to invade. I mean they have about 13 different gateways where enemies can send their troops. It's a flat country, you know. Dan: Yeah. Dean: I mean US has 3000 mile moat on the east and they have a 5000 mile moat on the west and they've got pot smoking Canadians on the north, you know, I see their no threat, oh my goodness. And then you have the Gulf of Mexico and the Caribbean on the south and then where they're connected to Mexico, it's 200 miles of desert mountains. I mean you can die before you can get across that thing. So the US, but Russia is just the opposite. I mean not only can people invade, they've been invaded 50 times since his 800 number, you know, whatever the year is. I mean Right, they have real honesty, got reason for being paranoid. Dan: Yeah, it's so funny. I thought it was funny when he was saying how you know, he asked about joining NATO. I thought to myself because this isn't the whole purpose of NATO to protect against Soviet expansion. Well, let's get in on that. Why don't we join that too? Dean: But you know you got to look at it from his you know, I mean you don't have to agree with his point of view, but you at least have to know what his point of view is. And if I was his point of view, I mean he was born to nobody and he you know. Through diligence and hard work he got to be a colonel in the KGB. And I have to tell you if you were in the Soviet Union before it collapsed there was no more better job and status in the world than being, you know, a, you know, up and coming officer in the KGB. They got to travel, they had their own stores, they could have somebody arrested and killed. You know, you know pretty easily, and everything else I said you know. You can see it. He took his career, took a real drop when the wall fell. You know so well. Dan: Dan, we said it all. How do we do it? How do we do? I mean, we said it all really, but there's always knowledge though there's always more. Dean: That's exactly right, yeah, the one thing about what knowledge is being made up on a daily basis, so I don't know how the word perfect fits in there, right? I mean, we just created over the last hour, we just created some new knowledge. Dan: That's exactly right. That's what. So it's visually like. It's really interesting. That's my vision of that. It's future blind. You know that GPT it's all only feeds on what's already been created. Dean: Yeah, you know but there's still got to be some, if technology had feelings, which I don't think it does. I think AI should be more nervous about humanity than humanity should be nervous. Dan: Right. Dean: What are they going to come up with today? You know? I mean I feel like we've got it all organized every night and you know, at the morning and the morning we get back and the rock is down at the bottom of the hill again. We've got to push it up. That's so funny. That's so funny. Yeah, I think it's technology that's trying to keep up with humanity, and not the other way around. Dan: Well, I'm excited, dan. It's almost a couple of weeks. Yeah, we've got a calendar date. Dean: Yeah. I tell you we're going down the Thursday before we're arriving in the evening of the Thursday before. So, we've got Friday, saturday, sunday, monday. I think we got four days and we're at the four seasons. Dan: Yes, that's great. When are you leaving? Dean: Wednesday, the day after you know the day after the yeah, yeah, okay, yeah. Dan: So we will have some time. We're on track. Dean: We're on for next week. We're on for next week I like that, okay, perfect. Yeah, great Dan, we'll have a great week then. Great Dan, I will talk to you next week. Dan: Thanks Okay, bye.

The Jason & Scot Show - E-Commerce And Retail News
EP312 - Amazon Q3 2023 Earnings

The Jason & Scot Show - E-Commerce And Retail News

Play Episode Listen Later Oct 31, 2023 51:53


EP312 - Amazon Q3 2023 Earnings Amazon reported another strong quarter across the board for Q3, soundly exceeding analyst profit expectations and retail industry averages. In this episode we break down the AWS AI, Ads, and retail performance. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Founder of ChannelAdvisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing. Transcript Jason: [0:23] Welcome to the Jason and Scot show this is episode 312 being recorded on Monday October 30th right before Halloween I'm Jason retailgeek Goldberg and as usual I'm here with your co-host Scot Wingo. Scot: [0:38] Hey Jason and welcome back to Jason and Scot show listeners Jason it's a Halloween Eve hallow Eve but also we just watch the Mac live presentation from Apple or live presented recorded earlier presentation from Apple about new Macs, so I don't know I think I'm going to ask you about Max first are you going to get a new Mac are you sitting out this upgrade cycle. Jason: [1:07] I am on the fence guy of course I want one I have scheduled a meeting with my family CFO to see if I can, I can justify it so so we'll see I did not order one tonight I'm actually. Still super happy with my M1 MacBook Pro so so I know M3 is at least three times better so so of course I want one but we'll see when I pull the trigger what about you is yours already on the way. Scot: [1:38] I have been a while without an upgrade and running a little long on the tooth on this guy so yes I have a new machine coming they were actually pretty generous on the trade-ins you should just do an experiment before you talk to the CFO plug-in that trade in and see if it. Jason: [1:56] That could be the. Scot: [1:58] You a better presentation also if you have an Apple credit card which I'm sure you do they have a really compelling offer there. Jason: [2:07] All right lots of lots of good good things to consider my nine-year-old has made it clear that we're not allowed to trade anything in it. Scot: [2:17] It's got dibs on. Jason: [2:20] He's very he's very aware of the technology trickle down. Scot: [2:24] Oh man well you can somewhere down the stream there's going to be one that you could trade in but I don't think it may have as much impact as your courage. Jason: [2:32] I I don't know if he's ever going to own a computer device with a keyboard will see but yeah he's actually not that interested in my laptop. Scot: [2:40] Speaking of baby geek or I guess now he's I don't know kindergarten geek. Jason: [2:46] Third grade geek. Scot: [2:47] Third grade geek what's he thinking about Halloween I hear he's kind of outgrown Star Wars which makes me casa. Jason: [2:56] He still like Star Wars but he yeah he is not doing a Star Wars character last year he did a Pokemon character he did Pikachu and this year he's stepped up to Charizard so that. Scot: [3:09] Very rare. Jason: [3:11] Enables well I think it depends on which Charizard butt. That steps up the whole opportunity to build pyrotechnics into the costume. Scot: [3:21] All right watch out for some evil Pokemon people that try to capture. Jason: [3:26] Yeah I think the big debate in our house which isn't hasn't fully happened yet is who's trick-or-treating with Stephen and who's staying behind to try to scare the bejesus out of neighborhood kids. Scot: [3:36] I'm thinking you and a gorilla suit or you could be in the last year's Pokemon suit or Pikachu suit that could be a fun combo. Jason: [3:45] Yeah last year I actually had knee surgery only a few days before Halloween so I won by default because I couldn't really walk but this year I feel like I have no good excuse. Scot: [3:56] Right as the title shows the purpose of this as we have some Amazon news to report on. Jason: [4:02] Amazon news your margin is there opportunity. Scot: [4:15] Well Jason it was a kind of interesting setup coming into Earth earning season this quarter the whole world was focused not on e-commerce not on marketplaces not on omni-channel not on payments some of our favorite topics but also not on ads one of your favorite topics but everyone is now obsessed with AI thanks to the success of chat Juju GPT so coming into the quarter Amazon was kind of on the backside of a lot of the other big companies so we had Microsoft come out and they did really well with AI the their partnership with open a.i. / chat gbt is bringing tons of workloads to azure. How much is their cloud computing platform and then Google really underwhelmed everyone with what they're doing there you know they're they're kind of tiptoeing it's very clear that they don't want to kill the Golden Goose that is Google search by putting too much AI to that so allow their experiments are in Bard which is kind of way off to the side I've tried barred three times I can never get it to have the features that they say it should because my corporate Google account you know either won't have access or it says that feature is not here yet. Um and I think people are really starting to worry about Google on this one. So then that teed it up where all eyes were on AWS to see how are they doing and I think we've covered this but. [5:44] The Amazons approach to this is to be kind of agnostic for lack of a better word so they're kind of like hey if you want to use. Any of these different models we're going to basically let you run them on AWS compute and we're going to have all kinds of different graphic Processing Unit or GPU tears available from you know their own chip set to older Nvidia chip sets to the new ones and kind of be y 0, LM bring your own large language model. [6:18] And then oh yeah also Facebook did pretty well and you know they're definitely through the worst of the Privacy changes that Apple put out and they have an approach to AI that is an open source one so they're basically saying hey we're going to integrate this in our products and what we build we're going to put out there kind of almost scorched Earth in a way saying why don't we just open source this thing and maybe that will slow down our competitors who are going to use this to to generate their own revenue and because they don't have a cloud piece they don't and they're pure advertising it doesn't really, Concord hurt them to do this so they're not making Cloud Revenue off of it but it's become a popular one and it's called llama in case anyone is it from there then, okay so just not to leave everyone in suspense because we usually talk about AWS kind of later in the Amazon update we're going to cover it first so the ended up having a really good ADB is showing so I would say people got kind of panicky and we're expecting it to be down and it kind of came in line. [7:22] But what that people excited was part of the talk track on the conference call Co jassy said that they're winning some big AI workloads they talked about some big deals had close towards the end of the quarter that we're pretty significant and what's happening is as you know what's what a i chat gbt is trained on the broader internet and anything that they can throw into there. [7:49] And that's interesting but what's happening is corporations and. Both big corporations for internal use but then also other corporations they're wanting to train a large language model on their data and they also don't want that data to kind of leak into the broader ecosystem so that's that's really benefiting Amazon because it turns out a lot of the data that companies want to train these lme's are are already in AWS so instead of paying all this money to pull the data out of AWS and then synchronize it back into your LM as as Amazon anticipated with this kind of open bring by0 LM model. People are bringing the LMS to them and using the data because it's already in AWS and it's easier for the llm to just kind of go right there and grab it versus moving the data around. [8:44] That may not make a lot of sense so let me give you kind of a random example let's say you're a big added see like I'll pick up, this one called publicist they're out of France and most people haven't heard of them and let's say that that French Ad Agency wanted to save a bunch of money they could take like. Let's say 3:00 of content from like a podcast transcript or something like that. And they could use that content let's say someone of their company like a detailed digital retail payment strategy vice president general manager type person with a big crazy title like that. They could put that data out there and run an llm on day ws and train that data on it. The llm on that data and then they could have for example just picking something random they could have a retailgeek bye. That was basically as good as the human probably ninety percent so good enough but you know this thing could run 24/7 you could actually you could have as many of them you could clone it on two different processors after you get through the training mode and you were in D quote-unquote inference mode and it also doesn't take breaks it doesn't need, Starbucks vanilla lattes constantly it doesn't have expense reports it just. Does its job and doesn't complain and doesn't ask for raises so that's that's a that's a use case that something like that would work did that make. Jason: [10:08] Specific hypothetical there Scott. Scot: [10:11] Is randomly chosen just kind of picked it out of the are there. Jason: [10:14] It almost sounds like the more words in your title the more vulnerable you would be to AI disruption. Scot: [10:20] I thought about that but it is does make sense because that's essentially more tokens for the AI to learn just like right there in your title you're basically asking for it if you're a robot Overlord you're kind of picking on who to go for a first I would look for large titles person. I don't know I don't know how their training these things. Jason: [10:37] There I know you're the investment guy in our podcast but there's this investment theory that you don't you don't, be the little guy chasing the big Trend that way you want to do is identify the secondary Trend and so in this scenario as soon as it seems like a i is ready to replace the the blowhard Talking Heads everyone should short Starbucks seems like the. Scot: [10:59] Mmm that's a good point yeah I hadn't thought about that. Jason: [11:02] Yeah because when I lose my job and can't afford those lattes I feel like something I would like I'll take some solace in knowing that you made some money on that. Scot: [11:14] Yeah they'll be like on their conference call we're still working on the data but we've isolated it to this to block window in Chicago and we're pretty sure we have an idea what's going on. Jason: [11:26] I feel like my Starbucks footprint is a lot bigger than Chicago. Scot: [11:29] Well you know the the core of your Bullseye answers is going around. Okay but in all seriousness this is a really interesting blurb from the call where they talked about their strategy gaining traction and they said there's multiple businesses are using their gen AI That's short for gender of a i. Apps on AWS including Adidas people in our European list listeners I think they call it a deed us but I'm here in America we call, here in South the southeast caught Adidas booking.com and United Airlines. And while Jenny eyes Revenue contribution remains small management suggested Revenue quote compares favorably. To some of the other leading providers and this is this is interesting because Amazon's always mum's on revealing anything until the SEC forces them to break out stuff like, for the longest time we didn't know at AWS was then we didn't know what ads were and then they became material enough they had to break them out so so Amazon under Bezos would never have said those words I've like even hinting about what's going on. [12:35] But kind of is interesting because there's a new sheriff in town and also it shows you how important it is that they let everyone know that they are not falling behind and that their room new quote-unquote compares favorably with other other Cloud providers obviously they're talking about Azure once Wall Street analyst I did it is back of the napkin and he kind of said all right I think that they're telling us this is always funny because it's like six degrees of. You know separation so who knows but they basically inferred what they were trying to say reading the tea leaves was that it's about a 400 million-dollar business and already two percentage points of AWS Revenue. Which was basically zero six months ago so that's that that is kind of an interesting thing that came out of nowhere and is already a 400 million quarterly business so that means it's a 1.6 billion annualized run rate business. [13:29] If they're reading the tea leaves right on that so that was the AI part so I thought I'd be important for us to get that out because that was kind of like the new cycle really centered around that, and it is interesting you know you and I are watching this very closely there are e-commerce ramifications you know there's all kinds of, The Innovation here is so rapid it's hard to keep up with there's all kinds of a eyes for creating product detail pages and you know all kinds of, e-commerce oriented support Bots and it's just like amazing a lot of AI applications for optimizing warehouses it's just like overwhelming how much is out there we're definitely in the, tippy top of the hype curve and you know a lot of businesses are still sorting through all this but that was the that was the. [14:16] Dean on e-commerce retail side of things and non ads with that behind us the other big win for the quarter I thought you'd want to kind of fill us in on was the advertising part what did you see there. Jason: [14:30] Yeah yeah I want to jump into ads I do want to just say quickly it's interesting on the AWS because they posted solid numbers they posted 12 percent growth for AWS and they announced that they won the whole dialogue was about all these AI workloads that you just covered but they haven't recognized much of the revenue from all of these new AI workload wins yet so the this 12% growth feels like. Kind of a win based on the Legacy Cloud business even before you start to factor in all this new traction they're getting, I'm AI workload so so that does seem interesting but I just want to reiterate what you started out by saying which is, the the bed at Amazon is that you're going to want to bring the llm to your data and not that you're going to want to bring your data to the llm and that, intuitively. [15:24] Makes a lot of sense so it seems like investors were always pretty happy with their the AI Cloud case that they made. Um so that being said. As far as I'm concerned an even bigger win for them was the ad business so so they generated 12 billion dollars in ad revenue for the quarter that's up 26 percent versus Q3 of last year. Year-to-date that means they're had businesses up 23% from the year before so you know we're comparing that to like the 11 or 12 percent growth they get on AWS. Um [16:02] The ad business grew 21 percent last year so it's grown 23 percent this year that impugns depending on how you factor in seasonality like a 46 to 50 billion dollar run rate for the ad business right now, so if you take a conservative estimate for the the the, margin rate on that business that's generating 2728 billion dollars worth of ibadah for Amazon which is a huge. Huge business and much more profitable than a WS by the way. So the ad business was very robust and a couple of injured interesting takeaways. Amazon is adding more and more video properties they have Thursday Night Football you know they announced that they're going to start embedding ads and Amazon Prime and they'll have a premium offering to bypass Those ads. So there's a lot of opportunity for. Kind of top of the funnel linear programming ads at Amazon none of that is in this. [17:09] 12 billion dollar number right now or very little like all of the potential they've they talked about for this for these non Commerce ads. Is all sort of incremental the weather getting right now. At the moment the vast majority of all Amazon's ads are bottom of the funnel the the sponsored product listing is by far the most. Popular ad that that's growing particularly well and with the particular mix of economic headwinds we have at the moment, a lot of advertising is Shifting to bottom of the funnel people are less interested in investing in awareness and more interested in investing in sales and Amazon turns out to be, the best destination to take that that those dollars to put them into digital ads that generate. Bottom of the funnel results so this quarter everyone was really interested to hear from the advertising companies, to see if advertisers were going to be cutting back right and so you know you mentioned meta had their their earnings call Google had their earnings call Facebook I'm sorry. [18:17] Snap had their their earnings call and ads were uniformly up across everyone's earning so metas ads were up 23%, Google's ads were up 11% Google broke out YouTube ads which were up 12% snap ads were at 5%. But nobody's ads were up as much the 26% that Amazon's were and nobody has had the consistently rapid add growth that Amazon's had the last three quarters. Um so the economic headwinds like do not appear to be. Putting a huge crimp in the the digital advertising business and they appear to be disproportionately benefiting, Amazon and so then you go wait next quarter they're going to be selling ads on all of their video programming and that could easily add another 5 billion dollars just for in to this this annual run rate so. A lot of green lights in the Amazon ad business. Scot: [19:21] The I'm not a huge Sports person but you mentioned Thursday night football and have you seen and kind of marrying this back today I think if you seem Prime Vision have you played with them. Jason: [19:31] I have yeah. Scot: [19:33] So for listeners what they do is on Thursday Night Football if you watch from actually I do it on my Apple TV and I'm in the Prime video app. And then you can it takes you to the standard broadcast just like every other thing but you can go in and then you hit down arrow and you can select a different broadcast which is, Prime vision and what it does they've added feature since they did it they started it they've added all these new AI features that are really amazing so during a pass play they'll show you the most likely Target they put like a Madden asked Circle in real time under the player and, he'll flash like green or something if he's a possible Target on the defense though they'll show a potential Blitzer. They'll show you fourth-down probabilities in real time you know and it's just amazing they've added tons of features of that since I've been watching it and I find it like really adds a ton to the game too. Kind of see you can see the strategy in real time mostly broadcasters you know they'll talk about it like Tony Rome or something but it's way after the play after they've had time to put together animation this is doing it all in real time it's just mind-blowing the amount of compute it must be thrown at that and you know I think it's a it could change the way you think about sports and in a really interesting way. Jason: [20:49] Oh yeah increasingly it's a better experience watching the game at home then you can get in the stadium. Scot: [20:54] Yeah the stadium doesn't do that. Jason: [20:56] They side note for soccer at the World Cup they actually did but you have to watch the whole game like through a are on your phone. Scot: [21:05] Let's see you at the stadium watching the game on your phone. Jason: [21:09] Yeah I mean and it was cool right like saying same sort of thing like it's overlaying all this real-time stats and probability was amazing. Like it's not a very good experience to like hold your phone up and have your camera on the whole time to sort of get all these stats and so. Yeah yeah side no Thursday Night Football is the bane of my existence because I do play Fantasy Football and I never have my act together to have my lineups all set before Thursday night so, usually the game starts and I have to pray that I don't have any super important players that I fail the start and then I can enjoy the game. Scot: [21:46] Okay understood anything else on Dad's. Jason: [21:53] No I think that covers it pretty well on ads you know just. We've we've talked about a lot on the show but the overwhelming success Amazon's having with ads has this of course trickle-down effect that every other player and commerce paste is trying to figure out how to monetize their their traffic and get their share and at the moment nobody's getting, anything like Amazon's add, Commerce ratio and of course the audience eyes is start dropping off really quick after Amazon right you know you get a lot less eyeballs at Walmart then you have it on Amazon and a lot less eyeballs it Target then you have it Walmart and you know once you get smarter than that it starts getting real fragmented real fast. Scot: [22:39] Yeah how do you were still there still even though that's a big number they're still like way far away from Facebook right so so number one is Google by a really big margin and number two is Facebook and then it's Amazon and they're like way ahead of everyone else but they have to even though they're outpacing them, a little bit it would be like decades before they caught up in my own remembering that right. Jason: [23:00] I'm not no I'm not going to say decades it's an order of magnitude it's like 102 million 100 to 200 billion dollar annual run rates for those other guys and. Scot: [23:13] But they're kind of getting to half right. Jason: [23:15] Yeah yeah they are like they there with like within 50 percent of Striking Distance of number two. Scot: [23:23] Yeah if you had said that to us five years ago we would not have believed it I would I would not have seen how I've been. Jason: [23:30] Yeah I've been playing that what would you have thought five years ago game a lot and you you know you talked about who all the winners are in AI if you said five years ago the AI is going to become a huge thing what company is going to win like you we would have all been on Google. Scot: [23:43] Yeah yeah or apple or it would not have been startup called open air that was nonprofit that flip to profit no one saw that coming including Elon Musk yeah. Jason: [23:55] And by opening I you mean Nvidia but yeah. Scot: [23:59] One tidbit I saw on ads I love the leak read the Wall Street reports and they largely talked about the same data but a lot of them are good at very good at modeling and they can when Amazon doesn't tell them something like they don't break out they break out the revenue for ads but they don't break out the profit so it kind of gets swept up into this larger number but then they give you enough pieces you can kind of back into it so one of my favorite analyst he's a friend of the show Scott Devitt he modeled back through there and to your point he basically said that the ad business has a 60%, EB de margin so net margin of 60 percent which is basically like just money raining at this like Google's business model which I guess makes sense because Bass. Jason: [24:46] Is it is good. Scot: [24:48] Yeah because it is Google's business model and this ties into you know you know more about this government stuff than I do but Google's in a pretty nasty fight with the FTC, or the DJ I can't remember some government Bureau important entity that that is claiming they have a monopoly on search and they're basically pointing over here and saying look at these Amazon guys they're closing in on us pretty quick and they always reference those stats that show you know like more than half the people start product searches and those online. Jason: [25:19] Yeah no it's super interesting I Scott Devin is way better at Financial models than me but I actually think he might be under estimating the profitability and part of it is. It's. There's a lot of room for gray area like if you think about the the Amazon business it's super fascinating you know the number one digital Advertiser in the United States of America is you know who buys more ads than anyone else. Amazon. 18 billion dollars a year of ads they buy just from Google so they buy 18 billion dollars worth of eyeballs from Google they use those eyeballs to sell a bunch of stuff that they make money on and then they sell 50 billion dollars are the pants to those eyeballs. Scot: [26:05] Ticket Arbitrage. Jason: [26:06] It's amazing eyeball Arbitrage and you know it's. So how much of that acquisition cost are you factoring into the profitability of the ad business versus the like I would argue that these are not separated bubble businesses as much as ever wants to talk about ads as a separate business to me it only exists because you have all this traffic for Commerce and it's it's a core part of the the Commerce math at this point but we shall. Scot: [26:39] Yeah when we did our instacart coverage of this one now instacart been public for a while and you look at their numbers they're basically only being the whole instacart business is being valued a zero except for that so they're basically trading like an ad company so all of Wall Street said okay that grocery part is kind of like that yeah is there we'll put it in like you know. [27:02] A hundred million dollars and then the ad business is like worth date hundred million dollar ad businesses where they gave it a really nice multiple of like 5x so that's interesting I'm sure, you're going to spoiler alert you're going to see a lot more ads on Insta guard the yeah a lot of people there is a negative and you know no one ever talks about this but a lot of people and this usually comes from a Amazon sellers and they always have kind of a love hate hate hate hate hate relationship with Amazon you know a lot of them would say and I hear this from consumers that the customer experience is the user experience is degraded on Amazon because there's just so many darn ads now you know the and I see it too if I'm looking for a specific thing I'm kind of like a dad at okay that's what I was looking for at some point there is cannibalization there and you know what we don't know is what did they lose from yeah doing this like was their product they didn't sell because people couldn't find it or we'll never really know that but you know kind of hope they're smart enough to figure that calculus Alden make it a huge net positive versus the cannibalization getting close to the ebitda contribution. Jason: [28:10] Oh yeah no I think two things like there definitely is an impact on customer experience and every retailer that gets into this space has a different philosophy about that and Amazon's appears to be the monetization is just worth it but you know you think about everyone other retailers that are not waiting and quite so hard, are trying to balance that and then the new interesting thing is if you're any retailer other than Amazon where all your eyeballs really are is not on your website it's in your store right and but you go we'll wait a minute, the these disruptions that people might tolerate as digital disruptions on a website they may not top you know nobody wants to junk a fi, um a physical store experience with a bunch of you know make it feel like you walked into Times Square every time you walk into, retail store so there's all this interesting calculus on where everyone should land on that the other interesting thing to me is for a while there was a. [29:13] An opportunity for the best practitioners to get outside return so there was a subset of all those Amazon sellers that were really good at the Amazon ad, execution right and they did their smart about where they put their bids they were smarter about the attributes they put in their ad there are smarter about the creative they made for their ad and they could get outside Returns versus other sellers on Amazon but the first Trends you mentioned the AI affectation of this whole business. [29:43] Has sort of made the best practices, dummy proof right and so now you know you just hand a product shot to Amazon and it makes the ad for you and you turn over the bidding strategy to Amazon and it optimizes your bidding for you and so it's squeezing more of the potential profit like out of all of these these other businesses that are built on top of Amazon because it's, kind of. Normalizing the the ad business to everyone and it just becomes a pure pay to pay like who's going to be the most for this eyeball. Scot: [30:21] Yeah kind of supports your theory that maybe the Madonna's higher because they don't have a lot of people sitting there at adding images or something like would they used to do back in the olden days. Jason: [30:31] Is that you used to need this thing called what is it called Ad Agency. Scot: [30:35] Yeah good cut the if you can just get one of those Bots I discussed or just like you have a some a I do it for him. Jason: [30:40] Yeah yeah that was a funny example a few minutes ago. Scot: [30:44] Unrelated news Jason is brushing up to c v so hit him up the so just to zoom out to the big picture so so we kind of dove into the to topical things A to B Us / Ai and adds, those together really causing Amazon to beat Revenue that they came in about one percent higher than Revenue so it was kind of like a slight beat / meat but where they really exceeded oh and revenue came in at 143 billion were they really crushed it was operating income and these two contributed to it but also retail did some interesting things that also yeah I think dramatically helped beat expectations operating income came in at eleven point two billion and expectations which is Wall Street consensus is what they say was seven point seven billion you know so that's like what let's like. Five per billion beat you know like a huge be compared to whatever. Jason: [31:49] 35%. Scot: [31:51] Yeah so that push the stock up 10% and then also we'll talk about guidance and that was positive so, it's been interesting Amazon stock has been kind of in a you know. Funk for lack of better words has been con rallying around at the same level and literally for quite a while like 18 months and this was the first Catalyst to cause a big move and that it's market cap a 10% move at Amazon Lester look we'll get one of our researchers here one of the interns I look okay. So you know they were like 1.2 trillion and now they're like 1.4 trillion so that's you know a move like that takes a lot of dollars when you're bigger than a trillion dollar business to move things it's like a lot of. A lot of value creation can happen in a 1.2 trillion dollar company when it shoots up ten percent in five trading days. Jason: [32:44] 10% 0 by a lot of rocket fuel. Scot: [32:46] It will yes a lot of dates with helicopter Pilots as well and a lot of cool new clothes, so there were some really interesting things you know we spend the bulk of our time here on the Pod talking about retail and e-commerce to our favorite topics so Jason there's a lot of really interesting stuff going on in there as well you want to fill us in on that. Jason: [33:08] Yeah everyone just wants to talk about ads and AI but it turns out that Amazon is actually a pretty good retailer. And so the the retail business also had a good quarter and to kind of set the table, every every listener the show knows I love my US Department of Commerce data so that came out last week 4. [33:31] September which gives us Q3 data for the industry so us retail data in September this was up one point year-to-date sales in the United States January through September we're at one point nine percent this year versus last year. It's a 35 percent versus before the pandemic in 2019 so 1.9% is not very good growth by historical standards we would normally expect about 4% growth. So if we just look at Q3 growth the industry was up 2% which again half of what you would typically expect. So Amazon's growth for Q3 is 11 percent versus that that industry number of 2% so 11% growth, is very robust the if you kind of, look at Amazon's growth since the pandemic that Q3 number means they're up 85 percent versus Q3 2019 and their year-to-date number is up 111 percent versus 2019. [34:33] So Amazon is a very large retailer arguably number one or number two retailer in the US now, and they're growing way faster than the industry average, and again depending on how you count Walmart would be the number two retailer which is also growing significantly faster than the industry average so that actually, tells you everything you need to know about the rest of the retail industry is that where you know we're having a significant bifurcation and with winners and losers in the space. [35:07] The other side of the retail business for Amazon is international and historically North America has been a very mature Market that has grown and generated profits, International has not made money for Amazon and I would say it was a mixed bag in terms of their International performance, on a constant currency basis International sales were up 11% which it's a smaller less mature business so you'd like to see it growing faster than the, the mature North American Market, um but they're operating loss is way smaller so last year this quarter they lost 2.5 billion dollars this year they only lost a hundred million dollars so nearly break it even for the quarter. Um the this did not come up in their their earnings and no one asked them about this but Marketplace pulse reported earlier this month. That appears Amazon has. Meaningfully curtailed their International expansion and a lot of markets they had announced they were expanding into they seem to have delayed. Postponed or canceled a lot of international market openings, so International definitely is not the start of the show it is also true of a lot of the other markets that say that Amazon's in still have more. [36:26] Just general macroeconomic headwinds than the United States does at the moment a lot of the world has a more severe version of the same macroeconomic problems that we have. In the US so a couple interesting tidbits. [36:44] But in the discussion about the retail business that you know the CFO Bryant. [36:54] Scot I always pronounce his name wrong alsop ski, um brett-brett else got a soft ski talked about how despite the fact that their they had nice growth in retail that they are seeing a cautious consumer who's generally trading down and more Deal seeking, then usual and that's consistent with, cautions that we've heard from other retailers that actually gives me some significant pause for Holiday which we'll talk about later, the the thing that that Amazon was really touting in the retail business is that they dramatically improve their cost to serve, and their speed of delivery in Q3 and that largely was thanks to an initiative they started a couple of quarters ago, this transition from a single National fulfillment Network. To a regional fulfillment Network where they have eight distinct District regions in the United States, that each sort of operate independently in the goal is to have all the the inventory that that Scot Wingo wants to buy, in his region so the goods have to travel less far are less expensive to get to him, and get to him faster and what they announced in the earnings was that the transition to this this. [38:19] Regional model has gone better and exceeded their expectations they're getting more. Incremental profit and faster speed of delivery than they even projected, um out of transitioning to that so this is. [38:37] I know we talked a lot about how big and what a huge moat Amazon would just accept our but I still feel like this is under appreciated by most Amazon's competitors and their there. They're just opening a bigger Gap in speed of service and one of the things they mentioned is that they see a direct correlation between consumable sales and speed of service when they promised that they can get them there faster they sell more paper towels, so I think it's very clear that that consumers want speed of service, and Amazon has a huge advantage and it appears to be getting even bigger so that's interesting another thing I talk about a lot. [39:20] Um is there's a few new retailers that are also stealing significant share, um very quickly and they're primarily Chinese companies so it's she in and most notably Tim oh, and so well like they certainly didn't come up in the Amazon earnings a lot of the analysts started looking at the the, rapid growth that Tim is getting and trying to figure out if they're stealing share from Amazon and evercore did a big consumer survey, and the results of their survey was that Tim ooh is mostly not stealing share from Amazon that most of its shares coming from, other retailers and in many cases coming from brick-and-mortar value retailers in the US so the dollar stores and it appears that that Amazon is more insulated from the. The growth and profit that they're getting so all of that you know rolls up to be a pretty impressive. Quarter I you've talked about it a lot but it kind of feels like Amazon's got a bunch of knobs that they can turn whenever they want to improve profitability and it feels like, they both added more knobs that can turn this quarter and they turn some of them. Scot: [40:37] Yeah the other thing that's really interesting is if you look at. Amazon and you can't really read because they have so many employees in the Fulfillment centers you can't really tell their employee growth and it's surging right now is they prefer prepare for holiday but another really interesting trend is Google meta and there's one of the other ones Microsoft their revenue per employee is surging so they're they're actually not hiring many people right now and, the assumption is these companies are leveraging AI internally and becoming exceedingly efficient and you kind of wonder. Is Amazon doing the same thing I hear inklings we have kids that are not so far out of college they don't know folks looking for jobs and things I hear inklings that Amazon is not really hiring that much as they kind of were at one point so I kind of wonder, are they also hiding behind that that have like a million employees and it surges like 200,000 for holiday so it doesn't look like they're being more productive but what they don't do is put out corporate versus fulfillment center. Have to have an idea that if we looked at corporate there also. [41:48] One dial they've turned its new is I think they're not hiring as me folk because people are getting a lot of efficiencies from these AI. Systems that these companies are dogfooding internally. And because they're they're a little bit further ahead than kind of like what we see out of the lme's I think they're doing some really interesting things that they will productized and we will we will see what they're doing in a lot of it can be this like really focused you know create an ad you know a lot of the stuff that used to be, kind of out sourced or you would have to throw a bunch of bodies at it I think there's LMS doing a lot of that you know customer support Bots think things like that that you know I think there's a lot of efficiencies going on inside of their that's helping these guys really beat their earnings numbers. Jason: [42:38] Yeah I do think that's true it's not lost on me that just as the retailgeek bought is gonna replace me at poobah says all the other places that might have hired me are also not so my fallback is that I may be washing cars at spiffy so we'll see how that. That all plays out but I promise to work hard of it if it comes to that Scott. Scot: [42:58] Absolutely it also we could just turn this podcast into the entire ads so that could be could be here our second asked yeah. Jason: [43:04] We can monetize the podcast I'm not I'm not doing that to the listeners they advertisers would make us make a shorter podcast Scott. Scot: [43:13] Yeah yeah. Jason: [43:14] I'm not down for that I'm not down for it. Even if I have to wash cars the I think you're certainly right like a lot of these companies and Amazon very overtly has has put some more barriers and in place in terms of corporate hires. The one notable exception being the AI space they're hiring pretty rapidly. Um but I also think in addition anything you mentioned that Amazon's actually finally like really leaning into the Fulfillment center automation so while they've always. Been a leader in in having fulfillment center, not all their fulfillment centers in a big chunk of their fulfillment centers were not highly automated and so I think they're now automating all of them and they're rapidly moving to sort of next-gen automation. Um you know where everyone else is kind of putting their first robots and you know moving things around the warehouse more efficiently. Amazon is like rolling out new technology that's a lot more. Seamless in how the people and the automation work together in a in a safe cohesive way so I do think one of the levers Amazon has is. You know to really add more Automation in those in those fulfillment centers and in that cost to serve. Scot: [44:39] Absolutely it's kind of interesting because we started spiffy, which is my on-demand car care company where you're going to come wash cars people are like AI is you know they'll be a robot that can do this in five years I was like I don't know like you know the Boston Dynamics robots are cool but they're not. Let's just programmed well I don't think it's like that you know it's not thinking and who would have guessed that a I would replace you know the digital retail Talking Heads first and and not. Not the physical things I think the physical stuff is going to take a lot longer but who knows once these a eyes you have there's Tesla has that that demonstration of theirs was The Optimist that you know it kind of is learning things as it goes and making inference in real time so that is kind of you know we who knows where all this is going to go. If we back to it now and not science fiction but your term science fiction so. [45:37] Looking forward for fourth quarter they put guidance out that they're going to see growth in the fourth quarter of 7 to 12% the midpoint of that range which let's see would be 9 and change itself was five and a half percent above the consensus midpoint so this is what we would call A Classic. Meet Top Line Crush bottom line on the current quarter and then raised the next quarter both top and bottom line pretty substantially so that you know. This is an important data point when we kind of swirl it together with your Department of Commerce data it does seem like Amazon signaling they're feeling pretty good about the fourth quarter and everyone felt like this was kind of conservative given I didn't put the bottom line number but they felt like that was pretty conservative given what they just did and you know they felt like dad a lot of room to kind of beat that number and maybe it's going to be more like 14 15 percent growth which would be you have a new post covid reversion hi I guess you would look at it where do you did you leave this feeling more optimistic about Q4 or we are your classic Jason curmudgeon myself. Jason: [46:54] Yeah no I think I'm mostly curmudgeon e not for Amazon I actually I think their guidance seems realistic to me. [47:06] On the top line I think the bottom line is just totally up to their whims like if they want to blow away the bottom line they can if they want to invest at all in you know new. [47:18] New AI capabilities and and keep the bottom line constrain they can do that too but the that, Top Line I think they're likely to hit their guidance and again you know one or two other big retailers might you know have a pretty robust holiday as well but I actually think that that sucks all the, the potential growth out of the market for holiday and so I actually think. That sort of signifies potentially Bleak holiday season for a lot of other traditional retailers so I guess it's a. Little bifurcated it's good news for Amazon will see what a Walmart's Q3 earnings look like they announced on November 16th, but I do feel like endemic lie Amazon and Walmart have some, some inherent advantages that are insulating them from some of the economic headwinds and I think that that really just makes things, that much more difficult for the the rest of retail and so I desperately want to be wrong but I think it's going to be, I kind of disappointing holiday for a bunch of folks there also was sort of some if you really listen to the Q&A portion of the investor call, there. [48:45] The the CFO in particular had some concerns about capacity around Q4 and one of the things he called that was carrier capacity which is interesting because Amazon does so much. Of their own fulfillment now that they're just way less dependent on third-party carriers but if he's worried about carrier capacity for Q4 you can bet that means that every other retailer ought to be really concerned, about carrier capacity for cube Q4, and so we you know we feel like we talked about that every holiday season but Amazon's got a lot of. New fulfillment center capacity that's coming online in Q3 of this year and will even in Q4 and so I guess. If there's one thing that could glitch it Amazon if there's not enough delivery capacity if some of these new fulfillment centers have any, any sort of glitches or delays and coming online that you know that that could be the constraining factor for their Q4 growth. Scot: [49:50] There's so sprinkle of curmudgeon e speaking of holiday where can listeners go if they want to get the best holiday news even though we haven't been potting as much as we want to because our day jobs have been absorbing a fair amount of time this year we are going to have some killer content around this holiday and kicking it off we have our very own jacent live not an AI and you're going to do a little webinar for Commerce next what's that all about and when is it. Jason: [50:22] Yeah yeah so on Monday November 6 which I think is a week from now if I'm not mistaken we're doing a Commerce next webinar where we'll sort of preview the holiday season so you heard the very early preview just now but we'll go into more detail share some of the third-party forecast for Holiday Good News, all the other predictors are much more optimistic than I am so so we'll hit that on November 6 and then of course there will be all the good real time holiday news that will be will be hitting pretty hot and heavy here on the podcast so we'll we'll have some of the best data sources, right before and after the holiday to kind of talk about where things are going and what actually. [51:15] And with that I think it is happen again we've used up all our allotted time as always if this deep dive in Amazon's earnings was valuable for you the way you can repay that value is to jump on iTunes and give us that five-star review. Scot: [51:31] Thanks everyone and Jason until next time. Jason: [51:34] Happy conversing.