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This episode was sponsored by Cardiff, R&R Pipeline INC and Iron & Infrastructure LLC LightSpeed VT: https://www.lightspeedvt.com/ Dropping Bombs Podcast: https://www.droppingbombs.com/ Today's Dropping Bombs episode delivers a blue-collar underdog story with Jacob Emery, the Ohio pipeline company owner who went from $9-an-hour ditch digger to buying the near-eight-figure business he worked for — with a combined net worth of just $37,000. Jacob breaks down the 407-day deal that nearly collapsed days before closing and the five daily standards he still lives by today. He also unpacks why trench collapses make pipeline work one of America's most dangerous jobs, and how he built a personal development system inside a natural gas company. You don't need money in the bank or a business to buy — you need the clarity Jacob had to build from nothing. This episode hands you the blueprint. ✅ Jake's Website & Socials Website: Jacob Emery | Iron Built Entrepreneur (https://jacobemery.com/) Instagram: https://www.instagram.com/jacobemery44/ Facebook: https://www.facebook.com/jacobemery444 LinkedIn: https://www.linkedin.com/in/jacobemery44 YouTube: https://www.youtube.com/channel/UCpNbogg89_YgA0fVUMFb0Pg TikTok: https://www.tiktok.com/@jacobemery44 Social Handle: @jacobemery44
It looks like Donald Trump's pick to head the US federal reserve isn't following orders.The man hand-selected by the US President has decided to do the exact opposite of what Mr Trump has been asking.Chairman Kevin Warsh has announced an interest rate hike for the world's largest economy.The President is not happy and has reiterated his calls for interest rates to be lowered.So why has the Fed made a very different decision?
Sep 15, 2026 – Financial author and derivatives expert Satyajit Das joins FS Insider's Cris Sheridan to examine the risks he sees building beneath the AI boom, as higher borrowing costs and mounting global debt put pressure on the financial system...
Money Disrupted is a monthly roundtable series examining how economic fragmentation, geopolitics and technological change are reshaping the global monetary order. Drawing on lessons from economic history, this episode examines two defining questions for the US and global outlook. First, can the new Federal Reserve Chair Kevin Warsh bring inflation sustainably under control at the 2% target level? Second, will the artificial intelligence boom continue with positive effects for the US and world economy without a destabilising correction? Markus Brunnermeier, Edwards S. Sanford Professor of Economics; Princeton University and Director, Bendheim Center for Finance and Harold James, Claude and Lore Kelly Professor in European Studies at Princeton University, join David Marsh, chairman of OMFIF, to explore what previous inflationary episodes and technology-driven investment booms can tell us about today's monetary policy challenges, market valuations and the prospects for AI to deliver lasting gains in productivity and economic growth. Join OMFIF for the September Federal Open Market Committee Watch on 18 September to examine the outcomes of the September FOMC meeting and the outlook for US monetary policy.
Bond Yield ปรับตัวสูงขึ้น ส่งผลต่อการลงทุนทั่วโลกอย่างไรบ้าง?...ถ้าโลกเข้าสู่ยุคที่ดอกเบี้ย และ Bond Yield สูงกว่าที่เราเคยชิน โอกาสการลงทุนในธีม AI จะเปลี่ยนไปทิศทางไหน และควรจัดพอร์ตการลงทุนอย่างไร? หาคำตอบใน Know The Markets รายการที่จะพาคุณไป “รู้ลึก รอบโลก เรื่องของการลงทุน” ให้ “ง่าย” กว่าที่คุณคิด กับคุณมทินา วัชรวราทร, CFA Head of Investment Strategy, KAsset และคุณเฟิร์น ศิรัถยา อิศรภักดี #WealthMeUp #ให้เงินทำงาน #KAsset #JPMAM #คำตอบที่ใช่ของการลงทุน #AI #หุ้น #จัดพอร์ตการลงทุน คำเตือน: ผู้ลงทุนโปรดทำความเข้าใจลักษณะสินค้า เงื่อนไขผลตอบแทน และความเสี่ยงก่อนตัดสินใจลงทุน ติดตามข้อมูล Know The Markets เต็มๆ ได้ที่ www.kasikornasset.com
America is going all in on AI, but the biggest investment opportunity may be the one thing AI cannot create more of. As intelligence, software, and labor become cheaper, Bitcoin's absolute scarcity becomes increasingly valuable. The AI race could reshape global power, destroy traditional economic assumptions, and make 21 million Bitcoin one of the most important numbers in finance.SPONSORS✅ Lednhttps://www.nmj1gs2i.com/9W598/9B9DM/?source_id=podcastSimply Bitcoin clients get 0.25% off their first loanNeed liquidity without selling your Bitcoin? Ledn has been the trusted Bitcoin-backed lending platform for 6+ years. Access your BTC's value while HODLing.
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
David Morehead is one of the most respected CIOs in the endowment fund world as Chief Investment Officer at Baylor University, overseeing its $2.6BN endowment. Before joining Baylor in 2011, he was a senior portfolio manager at several Chicago hedge funds, investing across corporate securities, distressed debt and public and private energy. AGENDA: 04:00 The Portfolio Construction of a $2.6 Billion University Endowment? 09:00 Why We Spend More Time on Porfolio Construction Than Manager Selection? 14:00 Should LPs Back VC's Biggest Names or Find the Next Breakout Manager? 21:00 How Baylor Made Millions in the SaaSpocalypse? 26:00 Are Public Markets a Casino or Are Private Valuations the Real Fiction? 34:00 How Do You Buy a Market Crash Without Catching a Falling Knife? 49:00 Would You Fire a Fund Manager Who's Making You Money? 57:00 Could the Backlash Against Data Centres Derail the AI Boom? 01:02:00 Which Asset Class Is Overhyped—and Where Is the Next Big Opportunity?
Last month, I had conversations with people up and down the Bay Area as part of my trip to Hot Chips 2026. Then I boarded a flight to Taiwan for Semicon Taiwan. And I had some more conversations there, though not as much as I was getting pretty tired. It has been a year since my last trip to the US. A lot has happened! Year 4 in the AI Boom, yet a string of recent developments has given the boom substantial new energy. The shift to long-running AI agents and agent swarms. The pursuit of RSI, which stands for recursive self-improvement and does not refer to a wrist condition. Cybersecurity and the Hugging Face hack (which I won't talk about here). And the epic fight for compute. Another year, another vibes video about things in the Silicon Valley and Taiwan.
Last month, I had conversations with people up and down the Bay Area as part of my trip to Hot Chips 2026. Then I boarded a flight to Taiwan for Semicon Taiwan. And I had some more conversations there, though not as much as I was getting pretty tired. It has been a year since my last trip to the US. A lot has happened! Year 4 in the AI Boom, yet a string of recent developments has given the boom substantial new energy. The shift to long-running AI agents and agent swarms. The pursuit of RSI, which stands for recursive self-improvement and does not refer to a wrist condition. Cybersecurity and the Hugging Face hack (which I won't talk about here). And the epic fight for compute. Another year, another vibes video about things in the Silicon Valley and Taiwan.
Welcome back to VarnVlog. Today, we are joined by James of Prole Kult for an extensive, two-hour interrogation of eco-socialist strategy, environmental geopolitics, and the escalating ecological costs of the modern tech economy. Our theoretical baseline is his essential text out from Iskra Books, For the Land: Capital as Extinction.We confront a terrifying contemporary reality: under the spectacular weight of the large language model (LLM) and generative AI revolution, large swaths of the global public and political left have effectively abandoned any critical concern regarding climate change. Instead of analyzing the raw physical variables of resource extraction, data center expansion, and soil degradation, public discourse has completely fractured into online new-age conspiracism or marketized techno-optimism.James breaks down the material realities of this green impasse:The AI Energy Bomb: We expose the local and global destruction driven by hyperscale data centers. We map out the footprint of data hubs planned for semi-arid Western basins—projects requiring double the power grid of entire states while dumping immense thermal heat near fragile snowpack reserves and running on non-renewable natural gas pipelines.The Deforestation of Renewables: We slice through the sanitized lifecycles of green tech. James presents the raw data on rare mineral strip-mining from Bolivia to the Amazon, and tracks how the massive global demand for wind turbine blades drove illegal timber logging, cross-border smuggling, and intense indigenous dispossession across Ecuador's Pastaza province.The Degrowth vs. Eco-Modernist Fetish: We deliver a sharp critique of both dominant wings of modern eco-socialism. We unpack why the ecomodernism of Matt Huber and Leigh Phillips collapses into a technocratic, productivist fantasy that ignores how technology is structurally engineered under capital. Conversely, we challenge the popular degrowth frameworks of Kohei Saito and Jason Hickel—exposing how their horizontal "municipal commons" formulas function as an academic, petty-bourgeois retreat that evades the central question of state power and land nationalization.The Cuban Precedent: Why Cuba remains the only historical example of an agroecological transition executed at a national scale—and what its structural struggles with urban migration and resource blockades can teach us about real-world survival.Send us Fan Mail Musis by Bitterlake, Used with Permission, all rights to BitterlakeSupport the showCrew:Host: C. Derick VarnIntro and Outro Music by Bitter Lake.Intro Video Design: Jason MylesArt Design: Corn and C. Derick VarnLinks and Social Media:twitter: @varnvlogblue sky: @varnvlog.bsky.socialYou can find the additional streams on YoutubeCurrent Patreon at the Sponsor Tier: Jordan Sheldon, Mark J. Matthews, Lindsay Kimbrough, RedWolf, DRV, Kenneth McKee, JY Chan, Matthew Monahan, Parzival, Adriel Mixon, Buddy Roark, Daniel Petrovic,Julian, Drea, Free Beer
Rents are shooting through the roof in San Francisco as the AI boom creates yet another new class of wealthy people. The average rent for a two-bedroom apartment in the city is now $4,600, according to Apartment List, up more than 25% from last year. Some landlords are looking to cash in by clearing out tenants from rent-controlled homes, so renters say they're being offered massive buyouts – some above six figures – to leave their apartments or else face no-fault eviction. We'll talk about wild times in San Francisco's rental market and how landlords, renters and those in search for a place to live are adjusting. Guests: Kami Rieck, contributing writer, New York Times Tuesday Thornton, staff attorney, Eviction Defense Collaborative Joshua Howard, executive vice president of local government affairs, California Apartment Association J.K. Dineen, Bay Area housing reporter, San Francisco Chronicle Learn more about your ad choices. Visit megaphone.fm/adchoices
Filmmaker Kenji Yamamoto got a gig working on Apple promotional videos a decade ago and went looking for temporary housing in the pricey Bay Area. What he found was an inside look at the world of hacker houses.These are group residences for people who come to Silicon Valley to pursue their dreams — like a college dorm for startup hopefuls. Yamamoto takes viewers inside that world in his new documentary for PBS, “The Dreamers and I.”More on this:“The Dreamers and I” from PBS“The New (And Slightly Smelly) Center of the AI Boom” from The Atlantic
Filmmaker Kenji Yamamoto got a gig working on Apple promotional videos a decade ago and went looking for temporary housing in the pricey Bay Area. What he found was an inside look at the world of hacker houses.These are group residences for people who come to Silicon Valley to pursue their dreams — like a college dorm for startup hopefuls. Yamamoto takes viewers inside that world in his new documentary for PBS, “The Dreamers and I.”More on this:“The Dreamers and I” from PBS“The New (And Slightly Smelly) Center of the AI Boom” from The Atlantic
Oil prices jump as the shortened trading week begins under pressure. Former Defense Secretary Mark Esper joins Squawk on the Street to discuss the latest escalation in the Middle East. Plus, Rockefeller International Chairman Ruchir Sharma warns about the one factor that could derail the AI boom. And we break down the news sending Qualcomm shares higher and what it could mean for the chipmaker's next phase of growth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The U.S. economy is making a massive bet on artificial intelligence, pouring capital into data centers, chips and power infrastructure — much of it financed with debt. But the productivity payoff investors are expecting has yet to show up in the broader economic data. Economist Orphe Divounguy explains why AI productivity growth is becoming less of an upside surprise and more of a requirement for the economy to justify the enormous investment. With roughly $40 trillion in government debt and real interest rates remaining elevated, the stakes of the AI boom are much bigger than the technology sector alone. If AI fails to deliver stronger productivity and real income growth, the consequences could spread across the economy through higher borrowing costs, weaker growth, and potentially tougher choices on taxes or government spending. In this episode of Everyday Economics, Chris Krug and Dr. O break down who is ultimately carrying the risk of the AI investment boom — and why the economy may need the payoff sooner rather than later. Everyday Economics is brought to you by The Center Square Newswire Service. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The AI boom could transform the economy, but who is financing it and where the risks are building may matter just as much as the technology itself.Joao Gomes, Wharton Professor of Finance and Senior Vice Dean of Research, Centers, and Academic Initiatives, argues that the Federal Reserve is too focused on inflation and not focused enough on financial stability.Gomes discusses the opaque role of private credit, lessons from the housing crisis and internet boom, the potential impact of AI investment on long term productivity, and why the Fed needs better models for understanding the financial risks surrounding AI. Hosted on Acast. See acast.com/privacy for more information.
Lisa Boothe is joined by Will Hild, executive director of Consumers’ Research, for a deep dive into the growing backlash against data centers and the massive infrastructure buildout powering America’s digital economy and artificial intelligence boom. Hild argues that Big Tech helped create its own political problem by failing to explain how essential data centers are to everyday life—and by ignoring legitimate concerns from the communities where these facilities are being built. He breaks down questions surrounding electricity prices, water consumption, noise, development and the impact on local communities, while explaining why he believes many fears surrounding modern data centers are overstated. Lisa and Will also examine allegations of Chinese influence operations targeting the American debate over AI and energy policy, as well as Hild’s argument that elements of the ESG movement have shifted their focus toward opposing data-center development. They discuss how distrust of Big Tech following years of censorship, deplatforming and corporate political activism has helped fuel resistance to the industry’s latest expansion. Plus, Hild explains the potential upside for communities that welcome data centers, including a larger tax base, infrastructure investment and potentially lower property taxes. He makes the case that America can expand the digital infrastructure needed to compete in the AI era—but that companies must once again recognize that the consumer comes first.See omnystudio.com/listener for privacy information.
Even if artificial intelligence leads to a more prosperous future in the long run, most agree there will be a lot of disruption in the meantime. Marketplace's senior correspondent for Future Effects, David Brancaccio, explores how that AI disruption will mean layoffs, underemployment and ultimately less income tax revenue for the government. Experts say now's the time to revamp the tax system for the age of AI.
Even if artificial intelligence leads to a more prosperous future in the long run, most agree there will be a lot of disruption in the meantime. Marketplace's senior correspondent for Future Effects, David Brancaccio, explores how that AI disruption will mean layoffs, underemployment and ultimately less income tax revenue for the government. Experts say now's the time to revamp the tax system for the age of AI.
Nvidia (NVDA) delivered another massive quarter, with data center revenue surging and management forecasting extraordinary growth ahead. But as the AI buildout gets larger, Nvidia is also becoming increasingly involved in financing, demand guarantees and other arrangements across the AI ecosystem. Simon and Dan break down why that matters, where the risks are building, and what could happen if some of AI’s biggest customers eventually pull back. They also wrap up Canadian bank earnings season with a closer look at CIBC (CM.TO), including rising mortgage delinquencies, commercial credit trends and the growing importance of wealth management and capital markets across the Canadian banks. Salesforce (CRM) delivered a strong quarter as its AI products continue gaining traction, providing another example of why not every software company is being disrupted by AI. Dollar Tree (DLTR) continues its turnaround, expanding its multi-price strategy and improving store operations as more consumers search for value. Simon and Dan compare its progress with Dollarama (DOL.TO) and discuss why Dollar Tree could potentially offer more upside despite Dollarama remaining the stronger operator. Finally, Best Buy (BBY) provides an interesting look at consumer spending, with a notable divergence emerging between its U.S. and Canadian businesses. Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
The Moneywise Radio Show and Podcast Wednesday, September 2nd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Allyn Medeiros, Sr. Loan Officer for Agape Mortgage website: https://allynmedeiros.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Allyn Medeiros & Agape Mortgage are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management
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a16z's David George sits down with Gavin Baker to unpack the state of the AI boom, why demand for intelligence may still be dramatically underestimated, and why the outcome doesn't necessarily have to be winner-take-all. David and Gavin explore the possibility that frontier labs, open-source models, applications, clouds, and NVIDIA can all capture significant value as AI adoption expands. They dig into the economics of the infrastructure buildout, why compute investments can have unusually fast payback periods, and what happens when today's relatively small group of heavy AI users expands to hundreds of millions of people. They also debate the risk of an AI bubble versus an AI shortage, the backlash against data centers, orbital compute, the rise of multi-model architectures, and NVIDIA's position at the center of the AI supply chain. Gavin makes the case that the AI buildout could help reindustrialize America, while David explores whether the bigger near-term risk is not overbuilding, but failing to build enough. Resources: Follow Gavin Baker on X: https://x.com/GavinSBaker Follow David George on X: https://x.com/DavidGeorge83 Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
On this wek's episode of WSJ's Take On the Week, host Miriam Gottfried and guest host Aaron Back, editor of WSJ's Heard on the Street, preview the upcoming employment and inflation releases in advance of the Federal Open Market Committee's September policy meeting. They analyze why these economic indicators will draw heightened focus under Federal Reserve Chairman Kevin Warsh. Then Miriam and Aaron dig into Nvidia's recent blowout earnings and whether we will see that echo in Broadcom's earnings this week. Next, Dan Rasmussen, founder and portfolio manager at Verdad Advisers, offers insight into the past year's small-cap stock surge following an extended period of underperformance relative to mega-caps. Rasmussen explains why private equity firms face a massive exit logjam from acquisitions of small companies due to inflated valuations. Finally, we ask Rasmussen: does value investing still work? This is WSJ's Take On the Week where co-hosts Telis Demos, writer for WSJ's Heard on the Street, and Miriam Gottfried, WSJ's investing and wealth management reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Inflation Was 3.4% in July, Down Slightly From the Previous Month Fed's Preferred Inflation Gauge Remains Above Target Range Nvidia Reports Blowout Quarter, Says Demand for AI Chips Is Getting Even Hotter Nvidia's $279 Billion Supply-Chain Gamble Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground Private-Equity Firms Are Sitting on a Nine-Year Backlog A Better Mousetrap for Buying Small Stocks Moderna Shares More Than Double on Success of mRNA Cancer Vaccine For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Miriam Gottfried here and Telis Demos here. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/investing/trading-platforms Fidelity Investments and Risk Reversal are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity products or services discussed are offered by Fidelity Brokerage Services LLC, Member NYSE, SIPC. The trademarks and service marks appearing herein are the property of their respective owners. Dan Nathan sits down with Imran Khan, CIO and founder of Proem Asset Management, to break down one of the wildest weeks in tech earnings. They dig into Nvidia's latest quarter and why the stock keeps trading well below the market multiple despite the growth — and make the bull case for why that's about to change. From there: the increasingly circular web of financing between Nvidia, OpenAI, Microsoft, and CoreWeave, why OpenAI is building a chip to compete with its own biggest investor, and what Imran learned on a recent trip to South Korea about the memory market (Micron, SK Hynix, and the trade that's already up huge). They also unpack Salesforce's surprise post-earnings pop after Marc Benioff and Anthropic's Dario Amodei sat down with Jim Cramer, and close out with the question everyone's asking: are we in an AI bubble, and if so, who's left holding the bag? Articles Referenced Would There Be an AI Revolution If There Were No Nvidia? (WSJ) Nvidia's $279 Billion Supply-Chain Gamble (WSJ) Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground (WSJ) OpenAI Claims Its New Chips Can Outperform Nvidia Processors in Tests (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Nvidia delivered another blockbuster quarter, reporting record revenue of $96.2 billion, up 106% from a year ago, as demand for AI infrastructure continues to accelerate. But the bigger story may be what comes next. Lance Roberts & Michael Lebowitz break down Nvidia's latest earnings, its extraordinary growth outlook, Blackwell and Vera Rubin demand, the massive buildout in AI infrastructure, and Nvidia's growing financial involvement across the AI ecosystem. We also examine the risks, including rising memory costs, margin pressure, enormous capital requirements, and questions about whether today's AI spending boom can deliver adequate returns. 0:00 INTRO 1:00 - Economic Recap & Multiplier Effect 6:31 - Market Push from NASDAQ 11:45 - Passwords, Needles & Rosso's toys 14:30 - NVIDIA Reports - Markets Respond 21:36 - How Ancillary Business Benefit from NVIDIA 24:03 - NVIDIA Stock Performance 25:32 - The Heat Map Game 27:25 - Portfolio Positioning & Nat Gas play 30:37 - The Economics of Gilligan's Island 35:33 - Productivity Factors of AI 38:04 - How Much Return on AI Investment will there be 39:57 - How Will AI be Transformative? 42:42 - We're All Investing in AI Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/lGSWXLw9dPY ------- Articles mentioned in this report: "Fueling AI Data Centers: Behind The Meter Solutions- Part 1" https://realinvestmentadvice.com/resources/blog/fueling-ai-data-centers-behind-the-meter-solutions-part-1/ "Behind The Meter Solutions Investment Guide- Part 2" https://realinvestmentadvice.com/resources/blog/behind-the-meter-solutions-investment-guide-part-2/ "Productivity On Gilligan's Island: Episode 2" https://realinvestmentadvice.com/resources/blog/productivity-on-gilligans-island-episode-2/ "Bitcoin Up 22%: Has The Halving Cycle Begun?" https://realinvestmentadvice.com/resources/blog/bitcoin-up-22-has-the-halving-cycle-begun/ --- Watch today's "Before the Bell" report, "NASDAQ Technicals Are Turning Higher," https://youtu.be/33KMo6HoezY ------- Watch our previous show, "Are Today's Interest Rates Really That High?" https://youtube.com/live/lPCVe6O4LjM ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #NASDAQ #StockMarket #TechnologyStocks #MarketOutlook #Investing #Nvidia #NVDA #NvidiaEarnings #AIStocks
Nvidia delivered another blockbuster quarter, reporting record revenue of $96.2 billion, up 106% from a year ago, as demand for AI infrastructure continues to accelerate. But the bigger story may be what comes next. Lance Roberts & Michael Lebowitz break down Nvidia's latest earnings, its extraordinary growth outlook, Blackwell and Vera Rubin demand, the massive buildout in AI infrastructure, and Nvidia's growing financial involvement across the AI ecosystem. We also examine the risks, including rising memory costs, margin pressure, enormous capital requirements, and questions about whether today's AI spending boom can deliver adequate returns. 0:00 INTRO 1:00 - Economic Recap & Multiplier Effect 6:31 - Market Push from NASDAQ 11:45 - Passwords, Needles & Rosso's toys 14:30 - NVIDIA Reports - Markets Respond 21:36 - How Ancillary Business Benefit from NVIDIA 24:03 - NVIDIA Stock Performance 25:32 - The Heat Map Game 27:25 - Portfolio Positioning & Nat Gas play 30:37 - The Economics of Gilligan's Island 35:33 - Productivity Factors of AI 38:04 - How Much Return on AI Investment will there be 39:57 - How Will AI be Transformative? 42:42 - We're All Investing in AI Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/lGSWXLw9dPY ------- Articles mentioned in this report: "Fueling AI Data Centers: Behind The Meter Solutions- Part 1" https://realinvestmentadvice.com/resources/blog/fueling-ai-data-centers-behind-the-meter-solutions-part-1/ "Behind The Meter Solutions Investment Guide- Part 2" https://realinvestmentadvice.com/resources/blog/behind-the-meter-solutions-investment-guide-part-2/ "Productivity On Gilligan's Island: Episode 2" https://realinvestmentadvice.com/resources/blog/productivity-on-gilligans-island-episode-2/ "Bitcoin Up 22%: Has The Halving Cycle Begun?" https://realinvestmentadvice.com/resources/blog/bitcoin-up-22-has-the-halving-cycle-begun/ --- Watch today's "Before the Bell" report, "NASDAQ Technicals Are Turning Higher," https://youtu.be/33KMo6HoezY ------- Watch our previous show, "Are Today's Interest Rates Really That High?" https://youtube.com/live/lPCVe6O4LjM ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #NASDAQ #StockMarket #TechnologyStocks #MarketOutlook #Investing #Nvidia #NVDA #NvidiaEarnings #AIStocks
How much bigger can the AI boom get? Nvidia delivers another extraordinary quarter, with revenue hitting US$96.2 billion as Big Tech continues pouring money into AI infrastructure. But the bigger question is whether Nvidia’s customers will eventually earn enough from AI to justify that spending. Michelle Martin looks at why Meta’s US$18 billion child-safety settlement may actually come as a relief to investors, and what stubborn US inflation means for interest rates. Plus, why Salesforce, CrowdStrike and Okta are surging after hours; Jack Ma puts millions behind Alibaba’s AI bet; ST Engineering lands another major Taiwan rail contract; and a Singapore iron-ore trader comes under scrutiny. And in the Last Word: seven desk gadgets that might make your working day just a little better.See omnystudio.com/listener for privacy information.
Dan Nathan sits down with Matt Turck, Managing Director at First Mark Capital and creator of the annual MAD (Machine Learning, AI & Data) Landscape, for a wide-ranging look at where AI investing stands right now. They cover the power-law dynamics driving venture dollars to a handful of companies, why Nvidia is starting to look like "the bank" of the AI industry, Anthropic's surge past $65 billion in revenue and its first profitable quarter, and how OpenAI, Microsoft, Google, and Meta are each positioning for what comes next. The conversation turns philosophical with a discussion of AGI, superintelligence, and the idea that Altman, Musk, and Amodei are all, in their own ways, trying to build God — before closing with a deep dive into China's AI progress, open source, and the robotics race. Matt also talks about his own podcast, The MAD Podcast, and his Data Driven NYC event series. Links Referenced The MAD Podcast (Apple Podcasts) The MAD Landscape (Matt's Website) Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground (WSJ) Read "AI 2027" and "AI 2040" —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
NVIDIA earnings are putting the AI boom back under the microscope. David Woo joins Maggie Lake to explain why he believes the bigger risk isn't one quarter of results, but the assumptions holding up the entire AI trade.Woo argues that AI valuations are increasingly driven by winner-take-all expectations, massive capital spending, aggressive earnings presentation, and fear of missing out. He also explains why a break in the AI narrative could have serious consequences for the broader U.S. stock market.Topics include NVIDIA, AI stocks, Big Tech capex, Microsoft, OpenAI, Anthropic, S&P 500 exposure, earnings quality, and the risk of an AI bubble.
Click here to watch on YouTubeArtificial intelligence is changing the way we work, create and do business at extraordinary speed. In this episode, Brian shares why the real AI boom is only beginning and explains how those who learn to leverage it will have a major advantage in the years ahead. He explores the downside of innovation, the productivity gains AI will create and the new opportunities available to businesses of every size. He also shares how AI is shaping the future of Buffini & Company and why adaptability, continued learning and a long-term approach to investing will be more important than ever.YOU WILL LEARN:Why every major innovation creates disruption and opportunity.How AI will dramatically increase productivity and allow small businesses to operate like much larger companies.Why adaptability and continued learning will be essential in the AI economy.NOTEWORTHY QUOTES FROM THIS EPISODE:“History rewards the people who adapt. The AI boom will be no different.” – Brian Buffini“You can be its master and not its servant. You have to learn how to manage the AI and not have it manage you.” – Brian Buffini“The AI boom is the productivity boom.” – Brian Buffini“The more of you you put into it, the more of you it'll give you back.” – Brian Buffini“It's the ultimate leverage technology.” – Brian Buffini“There's nothing to be afraid of, if you're growing. There's a lot to be afraid of if you're waiting for things to stay the same.” – Brian BuffiniTheBrianBuffiniShow.com
Nvidia will report earnings this Wednesday amid growing challenges for the AI industry, including the financial vulnerability of some of its biggest customers. WSJ's David Uberti breaks down what the chip giant is doing to shore up those potential weaknesses across the market. Plus, WSJ's Callum Borchers explains how companies are using AI to monitor worker productivity – and shares tips for evading the sneaky trackers. Isabelle Bousquette, a reporter for the Wall Street Journal Leadership Institute, hosts. Sign up for the WSJ's free Technology newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
MRKT Matrix - Tuesday, August 25th S&P 500 rises slightly as yields fall, Nasdaq boosted by chip names (CNBC) Oil drops 3% as U.S. shifts to economic pressure on Iran, easing fears of renewed war (CNBC) Canada unveils retaliatory tariffs on about $20 billion of U.S. goods (NYT) Xi Signals Defiance as US Threatens Sanctions for Iran Support (Bloomberg) Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground (WSJ) --- Subscribe to our newsletter: http://riskreversal.substack.com/ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
Nvidia earnings are back in focus, but the bigger story may be how deeply the company is tying itself to the customers driving the AI boom.In this episode of The Financial Exchange, Mike Armstrong and Paul Lane discuss why Scott Bessent's “economic D-Day” for Iran fell short of expectations, why China remains the key player in any real sanctions push, and how Treasury actions are affecting bond markets and borrowing costs. They also break down Nvidia's growing role in financing AI infrastructure, the risks created when AI companies become financially linked to each other, and why Korea's wild stock market selloff is another warning about leverage, margin, and knowing what you own
Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Send us Fan MailLEARN THE CAPITAL RAISING STRATEGIES AND FRAMEWORKS used by alternative asset professionals: https://go.fundraisecapital.co/applyIs AI a bubble? Wrong question. It keeps you a spectator while the people moving capital are already three moves ahead. The right question: when this wobbles, are you a forced seller or the buyer of the wreckage?The technology is real. The financing structure underneath it is one of the most fragile capital architectures in recent history. Both are true at once.In this week's episode of Making Billions, I break down the circular financing loop, the depreciation mirage, and the exact four-move framework for positioning before the unwind starts. This episode is brought to you by Reef Pass | Serial Acquisition Investors: Reef Pass Investors has spent the last 10 years focused on partnering with founders to launch and build long-term holding companies, and has a proven track record doing exactly that.To reach out to Reef Pass Investors, email holdcofounders@reefpassinvestors.comWhat does "bubble" actually mean?Not that prices went up. A bubble is when price detaches from the cash flow justifying it, financed by belief instead of earnings. Pull the confidence, and the financing mechanism stops functioning entirely, not just prices drifting down.If you manage capital, raise it, or allocate it, the next 18 to 36 months transfer enormous wealth from the fully invested to the patient. That transfer is already loaded into the structure. The only thing undecided is which side you're on.Explore the risks and opportunities behind the AI boom with my AI Bubble Exposure & Capital Positioning framework. DOWNLOAD: The AI Bubble Exposure & Capital Positioning Scorecard[THE HOST]: Ryan Miller is a fund manager, capital strategist, and former CFO turned angel investor in technology and energy. He is the founder of Fund Raise Capital and Aequor Capital Partners, and has mentored over 1,000 fund managers across private equity, private credit, venture capital, real estate, and alternative assets globally.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/ryanmilleroffical/X: https://x.com/_MakingBillionsWebsite: https://making-billions.com/Support the showDISCLAIMER: This podcast is for entertainment and general informational purposes only — not legal, financial, tax, or investment advice. Nothing herein constitutes a solicitation or offer to buy or sell any security or investment product. Past performance does not indicate future results. Always consult qualified legal, financial, and tax professionals before making any investment decision. NAME NOTICE: "Making Billions with Ryan Miller" reflects the profile and aspirations of guests featured — it is not a promise, projection, guarantee, or representation of any financial result, income, or outcome for any listener, viewer, or reader. Most individuals who consume this content do not raise any particular amount of capital, and many achieve no financial result whatsoever. "Fund Raise Capital" is a brand identifier only — it is not a promise, guarantee, or representation that any member, subscriber, or listener will raise capital, attract investors, or achieve any financial or professional outcome. This show does not constitute a business opportunity, franchise, investment program, or offer of any product or service of any kind. No part of this show should be construed as a solicitation for investment in any way. Guest views are their own and do not necessarily reflect those of the show or host. Host and/or guests may hold positions in assets discussed. This episode may contain paid sponsorships, advertisements, or endorsements. Sponsored content is identified where...
Nvidia reports earnings this week, and investors are watching to see whether the company can keep justifying the massive expectations built around the AI trade.In this episode of The Financial Exchange, Chuck Zodda and Mike Armstrong discuss why Nvidia has become one of the most important companies in the world, how its revenue has exploded since the launch of ChatGPT, and why AI companies are becoming increasingly tied together through financing and customer relationships. They also cover the push toward 23-hour stock trading, why it may benefit exchanges more than long-term investors, whether Gen Z should rely on stocks instead of housing to build wealth, and why mold lawsuits are becoming a bigger issue for homebuilders.
Brian Glenn of Premier Path Wealth Partners says AI spending continues to support the market's rally. He discusses Walmart's (WMT) earnings, highlights TransDigm Group (TDG) as a top aerospace and defense pick, and explains why he doesn't see signs of a market bubble.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Jase, Al, and Zach look ahead to the AI age and consider why it could make one decidedly old-school part of life more valuable than ever. The guys connect that idea to the family's unconventional relationship with the global church, debating accountability, community, and whether Christians have become too comfortable consuming church instead of living out their faith together. Plus, Zach gets Randy Travis' attention with a viral rendition of “I Told You So,” and Jase channels a little Phil Robertson spirit while sizing up an unsuspecting banker. In this episode: James 1, verses 5–6; James 1, verse 25; James 2, verse 26; James 3, verses 13–18; James 5, verse 14; John 1, verses 1–3; Acts 2, verses 1–47; Acts 15, verses 1–21; Acts 17, verses 16–34; Ephesians 1, verses 17–18; 1 Corinthians 12–14; 2 Timothy 3, verse 16 “Unashamed” Episode 1402 is sponsored by: Go to curehydration.com/unashamed and get 20% off your first order with promo code UNASHAMED https://preborn.com/unashamed — Visit the PreBorn! website or dial #250 and use keyword BABY to donate today. http://unashamedforhillsdale.com/ — Sign up now for free, and join the Unashamed hosts every Friday for Unashamed Academy Powered by Hillsdale College XXXXX NOT YET NOW LINKS XXXXXX — Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street is buzzing with billion-dollar AI deals and shifting consumer spending habits. Get ready for a deep dive into the forces shaping your bank account, from retail sales to interest rates and the future of AI infrastructure. Georgia Alfrides and Dave Mathews kick off this week's What's Next Wall Street Show by examining July retail sales, which saw their first decline in nine months. They discuss the impact of factors like Amazon Prime Day's timing and lower gas prices, noting that while consumers are still spending, they're becoming more selective. Upcoming earnings reports from Walmart, Home Depot, Target, and Lowe's will offer a reality check on credit card swipe habits. Greg Krause from Option Players joins to clarify the difference between 'trading down' (buying store brands like Great Value instead of Doritos) versus being 'tapped out,' suggesting we're currently seeing more trading down as consumers seek value at places like Walmart. Next, the team unpacks NVIDIA's massive $105 billion commitment to an OpenAI data center in Ohio and a $1.5 billion direct investment. Dave draws parallels to the fiber optics boom of the 80s/90s and the dot-com era, questioning whether AI is the next trillion-dollar revolution or a costly cycle. Greg refines the NVIDIA investment figures, noting the company's $80 billion cash reserves and strategic move to invest in infrastructure that will buy its chips. They discuss the potential for AI boycotts and the rapid development pace of companies like XAI, which builds data centers much faster than traditional timelines. The conversation shifts to the 30-year treasury yield hitting its highest level since 2007 at 5.3%, impacting borrowing costs for mortgages and businesses. Greg explains this 'tug-of-war' between a slowing economy and government borrowing, suggesting a 3% inflation norm for a while. He advises viewers to buy what they can afford now, as lower rates could drive up house prices. He also shares a personal anecdote about navigating car loans to build his son's credit. The show then highlights Warren Buffett's Berkshire Hathaway's recent moves, increasing investments in Alphabet and homebuilders Lennar and D.R. Horton, while becoming a net buyer of stocks for the first time in years. Greg explains these are deliberate, long-term plays focused on AI infrastructure and land acquisition for future housing demand. Finally, the team touches on the weakening US dollar, rising gold prices (over $4400/ounce), elevated oil in the low $80s, and Bitcoin around $63,000. Greg, who owns 52% of a gold mining company, explains how currency strength affects import/export prices and emphasizes the importance of supporting domestic production, even if it costs more. What you'll need: - An understanding of current economic trends - Insight into consumer spending habits - Knowledge of tech sector investments Key takeaways: - US retail sales declined, indicating selective consumer spending. - NVIDIA is heavily investing in AI infrastructure, sparking debate on the sector's future. - Long-term treasury yields are high, influencing borrowing costs. 0:00 What's Next Wall Street Show 122 1:04 July Retail Sales Decline: Consumer Behavior Shift 3:50 Trading Down vs. Tapped Out: Greg's Insights 14:25 NVIDIA's AI Infrastructure Investment Strategy 18:29 Greg Refines NVIDIA's Investment: Cash & Strategy 21:35 XAI & OpenAI: Speed, Red Tape, and Efficiency 29:59 30-Year Treasury Yields Spike: Impact on Borrowing 31:46 Greg's Perspective on Interest Rates & Housing 38:17 Warren Buffett's Berkshire Hathaway: Strategic Bets 43:08 Gold, Oil, Bitcoin & US Dollar Weakening 43:50 Greg's Gold Mining Investment & Currency Impact 46:11 Made in America: Consumer Choices & Economics 48:29 Wrapping Up: Consumer Fatigue vs. Wall Street Bulls Got questions about markets, AI, or your 401k? Email us at WNWShow@gmail.com! Don't miss next week's insights on What's Next Wall Street. Show #122 Learn more about your ad choices. Visit megaphone.fm/adchoices
My guest today is Ben Thompson, the founder and author of Stratechery. Ben is one of my favorite business thinkers and I love talking to him about everything happening in markets and technology. We go through every important company, including OpenAI, Nvidia, Intel, Apple, Microsoft, Google, and Amazon. We also discuss why he thinks it would be dangerous for the United States to win the AI race outright, what container shipping and the railroads of the 1870s tell us about the buildout, and why the binding constraint on all of this may be capital rather than compute. Please enjoy my conversation with Ben Thompson. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to vanta.com/invest. ----- WorkOS is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ridgeline.ai. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:16) Winning the AI Race With China (00:08:28) Timing, Capital, and the Railroads (00:11:34) Berkshire, Google, and Absolute Profits (00:14:23) Verifiable and Unverifiable Domains (00:20:20) Aggregation Theory in the AI Era (00:22:06) The Real Cost of Inference (00:25:40) Why Consumer AI Needs Advertising (00:30:08) Compute Shortages and Commodity Markets (00:35:46) Memory Cycles and Boom Bust Dynamics (00:42:08) TSMC, Intel, and Where Risk Goes (00:44:51) The Best Setups in Big Tech (00:52:14) The Frontier Model Contenders (00:54:27) Microsoft's IBM Playbook (01:00:45) Meta, Attention, and Advertising (01:07:29) NVIDIA, Commodities, and Power
The latest on the AI Boom, The Third Space Age, Saturday September 12th at 10am is the Taxes in Retirement seminar with EP Wealth Advisors and CFP's Ryan Ignacio and Julie Chan-O'Rourke at the Don Tatzin Community Hall at the Lafayette Library
In this episode of The Localist, Carrie Rollwagen sits down with Austin Senseman and Robert Hill, the co-founders of Caravan. Caravan is a Birmingham-based AI training company that teaches business owners and their teams how to actually use tools like Claude Code and Claude Cowork. Austin is also co-founder of Birmingham AI, the 501(c)(3) that puts on free monthly AI events at Innovation Depot, and is a Claude Ambassador for Birmingham. Infomedia hired Caravan for a full team training earlier this year, and Infomedia also sells the class to clients. Austin and Robert talk about how Caravan started with a listening tour of 20 Birmingham businesses at the end of last year, and how the answer they kept hearing was not build me a product, it was teach me how to use these tools. They get into why they think Claude Code was the moment agentic AI became real for non-technical professionals, why every AI class is also a little bit of therapy, and why they update the curriculum every single week to keep up with what the tools can do. The second half is where the conversation goes deeper. Carrie, Austin and Robert all get honest about the ethics of AI, the anxiety it creates, and the reality of being a writer or a small business owner trying to navigate this moment. They talk about why anger is a common emotional home for people right now, why disengaging from AI often means leaving the conversation to bad actors, and why Robert thinks 2027 is going to get weird. They also talk about James Clear's identity framework, why buying local-ish beats buying local perfectly, and why Austin's favorite AI story is a Birmingham pastor who uses AI to save four hours a week on sermons so he can visit more people in hospice. If you are grappling with AI in your own work, this is a rare honest conversation. Watch on YouTube _______________________________________ Mentioned in This Episode • Caravan • Birmingham AI • Infomedia • Claude • Claude Code • Anthropic • Innovation Depot • Hardware Park • Sloss Tech Thanks to Our Sponsor, Infomedia The Localist is sponsored by Infomedia. They are a Birmingham-based web and digital marketing company. They help small businesses grow online. • Contact Infomedia Join Us at Localist Lab Localist Lab is a free event series for small business owners. It meets on the third Thursday of most months at Saturn in Avondale. Free tacos and coffee too. • See upcoming events and register Subscribe to Carrie's Newsletter Want more small business tips from Carrie? Sign up for her newsletter. • Sign up here
The future of American manufacturing is being shaped by more than technology. It's being built by the people who are bringing new ideas, processes and capabilities to the factory floor. In this episode of the Optimistic Outlook, Lauren Curran, an industrial engineer and advanced manufacturing manager at Siemens' Fort Worth facility, gives us a firsthand look at how modern manufacturing is evolving. In a conversation with Siemens USA President and CEO Ann Fairchild, Lauren shares how advanced manufacturing, data, AI and continuous improvement are creating new possibilities for both the industry and the people who work in it. Siemens has invested $1 billion in U.S. manufacturing over the past five years, including a $190 million facility in Fort Worth producing switchgear and other electrical equipment that supports critical infrastructure across the country. Growing demand from industries including data centers and AI is accelerating the need for this equipment — and for the skilled workforce behind it. But technology and investment are only part of the equation. America also needs people with the skills to build, operate and continuously improve the factories of the future. Lauren shares her own rapid career journey, from industrial engineer to advanced manufacturing manager, and explains how curiosity, problem-solving and a willingness to embrace challenges have helped shape her career. She also offers a look inside the modern factory — from piloting new products and processes to working directly with assemblers to turn engineering designs into real-world products. Her experience challenges outdated perceptions of manufacturing and highlights the opportunities available to people considering careers in engineering, advanced manufacturing and skilled trades. In this episode, discover: How technology, data and AI are transforming modern manufacturing Why today's factory floor looks very different from the traditional image of manufacturing How U.S. manufacturing investment is creating new opportunities for innovation and growth What it takes to build the skilled manufacturing workforce America needs How continuous improvement and hands-on problem-solving drive innovation Lauren's journey from industrial engineer to manufacturing leader Why manufacturing careers can offer opportunities for growth, leadership and impact As the United States works to strengthen its manufacturing workforce, stories like Lauren's demonstrate what's possible when people are given the tools, training and freedom to innovate. Show notes Siemens manufacturing plant in Fort Worth, TX Siemens Opens $190M Fort Worth Manufacturing Hub to Support AI Infrastructure Boom
The latest on the AI Boom, The Third Space Age, Saturday September 12th at 10am is the Taxes in Retirement seminar with EP Wealth Advisors and CFP's Ryan Ignacio and Julie Chan-O'Rourke at the Don Tatzin Community Hall at the Lafayette LibrarySee omnystudio.com/listener for privacy information.
Entre cuento y chercha lo boys analizan el impacto del AI en la situación actual de hardware y gaming en general. Se ta' jugando.
The explosive growth of data centers is creating a surprising surge in demand for workforce housing near construction and operation sites. This under-the-radar connection between AI infrastructure and real estate markets opens up investment angles most people haven't considered.Today's Stocks & Topics: Medtronic plc (MDT), Market Wrap, UWM Holdings Corporation (UWMC), Valero Energy Corporation (VLO), How to Read the Charts, Target Corporation (TGT), Data Centers, Housing, and the Hidden Real Estate Play in the AI Boom, Retirement Account, DoubleVerify Holdings, Inc. (DV), Gold, Roblox Corporation (RBLX), Dell Technologies Inc. (DELL), Credit Markets.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
David Frankel is one of the great seed investors of our time. As the Co-Founder of Founder Collective he has backed the likes of Uber, Coupang, Suno, PillPack, Airtable, Whoop, Shield AI and many more. In a world of expanding fund sizes, David and Founder Collective are one of the only successful franchises to truly stick to small, boutique funds. AGENDA: 00:00 The Bubbles Are Getting Bigger—and There Will Be a Lot of Roadkill 05:21 The Worst-Performing Funds Will Be the $50M–$100M Seed Funds 25:06 "We're Greedy for Returns, Not Management Fees" 30:10 "Pro Rata Is the Original Sin" 32:59 "A $1BN Valuation Is the New Series A" 46:39 "I Have Never Seen Secondary Markets This Liquid" 58:03 Microsoft Has Done a Crappy Job of AI—and Another Dot-Com Crash Is Inevitable 01:08:25 OpenAI and Anthropic Will Be Disrupted—and China Could Do It 01:16:12 "Anyone Who Claims They Knew Is Full of Shit" 01:19:56 Our Children Won't Need to Drive—and Chemotherapy Will Look Prehistoric
Plus: SK Hynix plans to invest about $38 billion to expand chip production. And video game company Take Two reports loss despite higher revenue. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tickets for our live show in New York are on sale now! Get yours here. Leopold Aschenbrenner, age 24, was hailed as the ‘Nostradamus of AI.' With that reputation, the wunderkind built a multi-billion dollar hedge fund called Situational Awareness, taking on an enormous amount of debt. WSJ's Gregory Zuckerman explains how the fund crashed while Aschebrenner was preparing for his wedding. Ryan Knutson hosts. Further Listening: - Republican Megadonor Ken Griffin on Trump's Economy - Is the AI Boom… a Bubble? Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
George Hahn connects the dots across the week's biggest stories: how hidden debt is fueling America's AI buildout, why China is spreading cheap, open-source AI around the world, and what the rise of solo founders reveals about the new creator economy. Plus, No Mercy / No Malice turns ten. We'd love your feedback as we build this show! Let us know what you think: info@profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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