Podcasts about ai boom

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Does artificial intelligence enable organisations to do things differently, or to do different things?In the first episode of the new podcast series “The INSEAD Perspective: Spotlight on Asia”, Sameer Hasija, Dean of Asia at INSEAD, speaks to Hyunjin Kim, INSEAD's Assistant Professor of Strategy,  about arguably the most pressing topic affecting business and society today: The impact of AI on business and entrepreneurship. There's a spectrum of views about the impact of AI, but where its effect on entrepreneurship is concerned, few share the vantage point with Kim, whose research covers a cross-section of over 500 start-ups and their interactions with AI.Despite Asia's relatively young population and drive, the “Asian Century” hasn't come to fruition, notes Hasija. Kim remarks that the biggest challenges entrepreneurs face are access to capital and labour. AI can reduce these frictions and help build more capital- and labour-efficient businesses, bringing new opportunities to the region.

Ian Verrender, ABC's Business and Finance Editor, joined Philip Clark on Nightlife to discuss the latest in economic, business and finance news.

Stocks surged to new records as the artificial intelligence frenzy showed no signs of cooling. Nvidia led the charge with a 5% jump and fresh announcements at its GTC conference, including a billion-dollar stake in Nokia to accelerate AI ambitions. Microsoft and Apple each crossed the $4 trillion mark, while investors braced for the Fed’s rate decision. But beneath the market euphoria, concerns are mounting over the wave of AI-driven layoffs reshaping the workforce. Josh Gilbert, Market Analyst at eToro discusses how Wall Street’s AI winners are fueling record valuations and what that means for jobs and the broader economy. See omnystudio.com/listener for privacy information.

The stock market is surging again, led by a handful of tech giants betting big on artificial intelligence. But is this genuine growth or déjà vu from the dot-com era? USA TODAY personal finance reporter Daniel de Visé joins host Dana Taylor to examine what's driving record highs on Wall Street, why the “Magnificent Seven” stocks wield so much influence, and what warning signs analysts are watching. From inflated valuations to money-market hedges, this episode unpacks whether AI optimism is fueling the next great bubble and how everyday investors can prepare.Have feedback on the show? Please send us an email at podcasts@usatoday.com. Episode transcript available here. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tech success story WiseTech weathered allegations of sexual drama - now it's being raided by the cops. What’s going on at Australia’s most dramatic company? Read more about this story, plus see photos, videos and additional reporting, on the website or on The Australian’s app. This episode of The Front is presented and produced by Claire Harvey and edited by Joshua Burton. Our team includes Kristen Amiet, Lia Tsamoglou, Tiffany Dimmack, Stephanie Coombes and Jasper Leak, who also composed our music. See omnystudio.com/listener for privacy information.

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley is joined by co-host Kimberly Page and Kirk Edwards, President of Latigo Petroleum, to discuss the evolving energy landscape in the Permian Basin. They cover the shift toward natural gas, AI-driven data center demand, LNG exports, pipeline development, and the impact of U.S. strategic reserves and global geopolitics on oil and gas prices. The conversation highlights opportunities for natural gas producers, challenges in oil markets, and the critical role of reliable energy infrastructure, including small modular reactors and backup turbines for data centers.Connect with Kirk Edwards on LinkedIn here: https://www.linkedin.com/in/kirk-edwards-99757412a/Connect with Kimberly Page here: https://www.linkedin.com/in/kimberly-page/Check out Reese Energy Consulting here: https://reeseenergyconsulting.com/Highlights of the Podcast 00:00 – Intro: Stu, Kimberly & Kirk kick off the show 00:25 – Message to Washington: “Get out of the way” 01:22 – Permian layoffs & drilling slowdown 02:45 – AI boom & natural gas demand 04:02 – Permian gas pricing & flaring issues 04:45 – SPR depletion & U.S. energy security 06:18 – OPEC+, tariffs & global oil volatility 08:41 – California's oil hypocrisy & imports 10:32 – Oil price outlook & Saudi control 11:22 – Rising gas demand & LNG export growth 12:13 – Data centers, turbine shortages & power needs 13:54 – Nuclear energy potential & SMR progress 15:15 – Natural gas optimism & Anadarko revival 16:43 – Rig count drop & workforce impact 17:39 – Closing thoughts: “Drill baby drill”Full Transcript: https://theenergynewsbeat.substack.com/or https://energynewsbeat.co/https://energynewsbeat.co/investinoil/

On this week's Money Matters, Scott and Pat ask the trillion-dollar question: Is AI investing the next dot-com bubble or a real economic shift? They revisit the 1999 tech mania to help make sense of today's AI investing hype—and how to avoid repeating history. They also tackle real-world questions around estate planning, including managing finances for a 97-year-old parent, family trust tensions, and how to avoid costly mistakes. Plus, the truth behind those “safe” 6% return promises—and what they really mean for your money. Whether you're curious about AI investing, revisiting your estate plan, or just trying to separate fact from fiction in today's market, Scott and Pat bring clarity, humor, and decades of experience. Don't miss their take on the future of AI investing—and what to watch for next. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.  

Dan Nathan hosts Daniel Schreiber, CEO and co-founder of Lemonade, on the Risk Reversal Podcast. Schreiber shares his journey from law to entrepreneurship, ultimately founding Lemonade alongside Shai Wininger. Schreiber elaborates on Lemonade's unique approach to the insurance industry, leveraging AI to streamline operations, improve underwriting, and reduce costs. Highlighting the company's growth and success, Schreiber emphasizes the strategic importance of acquiring young customers and the immense potential within the insurance market. He also touches on the significant role of AI in transforming the industry and discusses the broader implications of AI for the future. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Novos ændringer i bestyrelsen. Krigen mellem Rusland og Ukraine, hvor USA nu indfører sanktioner mod russiske oliegiganter. Fremtiden for AI. En halvering i skat med skattere­form i Sverige. Teslas kvartalregnskab.   Vært: Trine Duvander (trine.duvander@borsen.dk)

AWS-Ausfall legt 15 Stunden lang Signal, Robinhood und UK-Regierungsseiten lahm. Oatly verliert in USA massiv durch "Climate Doom"-Stimmung. Unitree zeigt humanoiden H2-Roboter für unter $20k. X verkauft inaktive Handles für bis zu $1 Million an Premium-Abonnenten. San Francisco-Mieten explodieren durch AI-Boom, Cluely mietet vorab Apartments für Entwickler. Anthropic erreicht $7 Mrd Runrate, plant $26 Mrd für 2026. WhatsApp verbannt alle Konkurrenz-Chatbots von Plattform. Kreml-Investmentchef will Elon Musk für Alaska-Russland-Tunnel gewinnen. AfD-Politikerin denunziert deutsche DSA-Befürworter an Trump-Administration. Chamath macht SPAC mit Trump Jr. und Fox-News-Moderatorin. Europol hebt 40.000 SIM-Karten-Betrügerring aus. Augenimplantat hilft bei Makuladegeneration. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) AWS-Ausfall und digitale Souveränität (00:03:07) Oatly-Crash in USA (00:07:10) Unitree H2-Roboter aus China (00:09:49) Western CEOs in China-Schock (00:11:37) X verkauft inaktive Handles (00:16:42) X baut In-App-Browser für Links (00:22:37) San Francisco Miet-Explosion (00:25:32) Anthropic Umsatz-Update (28:27) Oracle korrigiert GPU-Margen nach oben (00:30:29) XAI's $20 Mrd Chip-Finanzierung (00:32:50) WhatsApp verbannt Konkurrenz-Chatbots (00:36:06) Kreml pitcht Alaska-Tunnel an Musk (00:40:39) AfD verrät deutsche Politiker an USA (00:46:42) Chamath's Trump-SPAC (00:48:36) Europol: 40.000 SIM-Karten-Ring (00:49:34) Augenimplantat-Durchbruch Shownotes AWS-Ausfall: Amazon Cloud wiederhergestellt; betroffen: Snapchat, Roblox, Robinhood – bloomberg.com Oatly gibt Klimadebatte Schuld an US-Umsatzrückgang – ft.com CLIQ Digital AG: Vorläufige Geschäftszahlen von CLIQ – globenewswire.com Von Fabriken zu Laufstegen: Unitree Robotics präsentiert neuen Humanoiden – scmp.com X startet Marktplatz für inaktive Handles – theverge.com X testet neue Methode zum Öffnen von Links – engadget.com San Francisco Wohnung mieten im A.I.-Boom? Viel Glück. – nytimes.com Exklusiv: Anthropic plant fast dreifache Umsatzsteigerung bis 2026 – reuters.com Oracle Marge – x.com XAI Colossus 2 – theinformation WhatsApp ändert Nutzungsbedingungen, um allgemeine Chatbots zu verbieten – techcrunch.com Kreml-Investitionschef drängt Elon Musk zum Bau eines Alaska-Russland-Tunnels – ft.com Reparatur eines Wasserrohrbruchs auf der Near North Side. – threads.com OF Chatter – nikkei Zentrum für Digitalrechte und Demokratie – linkedin.com Donald Trump Jr., Chamath Palihapitiya, Laura Ingraham in SPAC-Venture – bloomberg.com 40.000 SIM-Karten konfisziert: Europol sprengt Betrügerring – heise.de Wissenschaftler erfinden Augenimplantat, um Blinden wieder Sehkraft zu geben – ft.com

Now on Spotify Video! Mustafa Suleyman's journey to becoming one of the most influential figures in artificial intelligence began far from a Silicon Valley boardroom. The son of a Syrian immigrant father in London, his early years in human rights activism shaped his belief that technology should be used for good. That vision led him to co-found DeepMind, acquired by Google, and later launch Inflection AI. Now, as CEO of Microsoft AI, he explores the next era of AI in action. In this episode, Mustafa discusses the impact of AI in business, how it will transform the future of work, and even our relationships. In this episode, Hala and Mustafa will discuss: (00:00) Introduction(02:42) The Coming Wave: How AI Will Disrupt Everything(06:45) Artificial Intelligence as a Double-Edged Sword (11:33) From Human Rights to Ethical AI Leadership(15:35) What Is AGI, Narrow AI, and Hallucinations of AI?(24:15) Emotional AI and the Rise of Digital Companions(33:03) Microsoft's Vision for Human-Centered AI(41:47) Can We Contain AI Before Its Revolution?(48:33) The Future of Work in an AI-Powered World(52:22) AI in Business: Advice for Entrepreneurs Mustafa Suleyman is the CEO of Microsoft AI and a leading figure in artificial intelligence. He co-founded DeepMind, one of the world's foremost AI research labs, acquired by Google, and went on to co-found Inflection AI, a machine learning and generative AI company. He is also the bestselling author of The Coming Wave. Recognized globally for his influence, Mustafa was named one of Time's 100 most influential people in AI in both 2023 and 2024. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING  Shopify - Start your $1/month trial at Shopify.com/profiting.  Mercury streamlines your banking and finances in one place. Learn more at mercury.com/profiting. Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Quo - Get 20% off your first 6 months at Quo.com/PROFITING  Revolve - Head to REVOLVE.com/PROFITING and take 15% off your first order with code PROFITING  Framer- Go to Framer.com and use code PROFITING to launch your site for free.  Merit Beauty - Go to meritbeauty.com to get your free signature makeup bag with your first order.  Pipedrive - Get a 30-day free trial at pipedrive.com/profiting  Airbnb - Find yourself a cohost at airbnb.com/host  Resources Mentioned: Mustafa's Book, The Coming Wave: bit.ly/TheComing_Wave  Mustafa's LinkedIn: linkedin.com/in/mustafa-suleyman  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, ChatGPT, AI Marketing, Prompt, AI for Entrepreneurs, AI Podcast

Big AWS outage took down half the internet overnight. X wants you to be able to snap up dormant or desirable X handles. Blackwell chips look like they've hit volume production in the US. And you know who else is benefiting from the AI boom? Crypto miners and makers of plain old cables. Major AWS outage took down Fortnite, Alexa, Snapchat, and more (The Verge) OpenAI pauses Sora video generations of Martin Luther King Jr. (TechCrunch) X to launch marketplace for buying inactive handles (TechCrunch) Oura redesigns app with expanded stress tracking (The Verge) Exclusive: Nvidia and TSMC unveil first Blackwell chip wafer made in U.S. (Axios) $500 purple cables put this little-known company in the middle of the AI boom (CNBC) Crypto Miners Riding the AI Wave Are Leaving Bitcoin Behind (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Most marketers treat AI as a copywriting assistant instead of a customer experience transformation tool. Dave Steer is Chief Marketing Officer at Webflow, specializing in AI-driven website personalization and answer engine optimization for enterprise growth. He explains how to structure content for both human visitors and AI crawlers, implement automated multivariate testing at scale, and maintain strategic direction while experimenting with AI-powered optimization tools.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most marketers treat AI as a copywriting assistant instead of a customer experience transformation tool. Dave Steer is Chief Marketing Officer at Webflow, specializing in AI-driven website personalization and answer engine optimization for enterprise growth. He explains how to structure content for both human visitors and AI crawlers, implement automated multivariate testing at scale, and maintain strategic direction while experimenting with AI-powered optimization tools.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A mesterséges intelligencia területén zajló beruházási hullám már meghaladta minden korábbi infrastrukturális fejlesztés nagyságát a világtörténelemben. Ennek legújabb fejleményei emlékeztettek a szerencsejátékok legvadabb időszakaira is. Jónap Richárddal, a Concorde Értékpapír tartalomfejlesztési igazgatójával egy 2014-es ázsiai eseménysorozat analógiáján keresztül mutattuk be, hol tart most ez a boom, és milyen módon zárulhat le. A műsor második felében Kaszab Balázzsal, a Portfolio részvény rovatának elemzőjével vettük át az európai védelmi ipar cégeinek árfolyam-alakulását és a bennük rejlő növekedési potenciált. Főbb részek: Intro – (00:00) Mesterséges intelligencia-boom – (01:41) Makronaptár – (15:11) Európai védelmi ipar – (27:36) A kép illusztráció. Kép forrása: PortfolioSee omnystudio.com/listener for privacy information.

AI companies are seeing a monumental surge in investment – but some experts are now warning of the risks of an economic bubble. Could AI be the biggest market bubble since the dot-com crash? Or is it a genuinely transformative technology that's simply taking time to deliver? We speak to the BBC's Evan Davis. Producers: Aron Keller and Xandra Ellin Executive Producer: James Shield Mix: Travis Evans Senior news editor: China Collins

The artificial intelligence boom has sparked one of the costliest building sprees in history. By 2028, investment in chips, servers and data centers could hit nearly $3 trillion, according to Morgan Stanley. To help fund the build-out, tech companies are taking on huge amounts of debt, raising concerns of a possible bubble. On the latest episode of the Bold Names podcast, Martin Casado, a general partner at Andreessen Horowitz, who leads the firm's $1.25 billion infrastructure practice, speaks to WSJ's Christopher Mims and Tim Higgins, about whether the industry's biggest bet in decades will deliver returns. Casado explains why he is optimistic about AI and how this moment compares to the internet buildout of the 1990s.   To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: The Google Exec Reinventing Search in the AI Era Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast' Why IBM's CEO Thinks His Company Can Crack Quantum Computing How Tubi Is Coming for Netflix and YouTube in the New Streaming Wars Let us know what you think of the show. Email us at BoldNames@wsj.com Sign up for the WSJ's free Technology newsletter. Read Christopher Mims's Keywords column. Read Tim Higgins's column. Learn more about your ad choices. Visit megaphone.fm/adchoices

Hybrid work is evolving into a strategic approach for organizations, rather than disappearing. Recent data indicates that 43% of small and mid-sized businesses offered hybrid work options in the third quarter of 2025, reflecting a slight decrease but still underscoring its significance in the modern workplace. Companies are focusing on enhancing their culture, improving physical environments, and developing better management practices. However, major tech companies like Amazon, Apple, and Google are pushing for a return to in-office work, which may risk losing top talent as employees increasingly prefer remote work for better work-life balance.The impact of artificial intelligence (AI) on the workforce is becoming more pronounced, particularly for young workers in roles exposed to AI, such as software development and customer service. A study from Stanford University revealed a 13% decline in employment for young individuals aged 22 to 25 in these sectors since the introduction of AI tools like ChatGPT. This trend highlights the need for educational institutions to adapt their curricula to prepare students for an evolving job market influenced by AI technologies. Meanwhile, small business owners are facing challenges with unfilled job openings, indicating a mismatch between available roles and qualified candidates.Organizations are finding ways to empower non-technical employees to embrace AI, as demonstrated by Super.com, which trained its staff to build their own tools, resulting in significant revenue growth. This approach emphasizes the importance of creating accessible tools and fostering a culture of innovation. As AI usage among employees rises, disparities in access to technology and training persist, particularly between executives and non-managers. Companies that provide inclusive AI training are likely to lead in productivity and innovation, making it essential for IT providers to help clients optimize their workflows and prepare their teams for AI integration.The discussion around AI suggests that we may not be in a bubble, as evidence shows early adopters are experiencing substantial performance improvements. Unlike the dot-com boom, current AI investments are driven by profitable companies integrating technology into their operations. The evolving role of AI is also elevating the value of support jobs, as organizations require skilled professionals to navigate complex customer needs. As AI systems become more prevalent, the demand for human skills such as empathy and communication remains crucial, indicating that the future of work may focus on enhancing human impact rather than replacing it.Three things to know today00:00 Hybrid Work Isn't Over—It's Optimizing for the Long Haul05:32 AI Training Pays Off: Super.com Hits $200M Revenue with Citizen Developers09:48 AI Boom or Business Shift? Analysts See Sustainable Growth, Not a Bubble This is the Business of Tech.    Supported by:  https://timezest.com/mspradio/https://cometbackup.com/?utm_source=mspradio&utm_medium=podcast&utm_campaign=sponsorship 

Every major technological revolution has come with a bubble: railroads, electricity, dot-com. Is it AI's turn? With investments skyrocketing and market valuations reaching the trillions, the stakes are enormous. But are we witnessing a genuine revolution—or the early stages of a spectacular crash?Princeton professor Arvind Narayanan joins Luigi Zingales and Bethany McLean to explain why he believes AI's transformative impact is overstated. Drawing on his book AI Snake Oil, co-authored with Sayash Kapoor, Narayanan argues that capitalism's incentives can distort technological progress, pushing hype faster than reality can deliver. They examine how deregulation, geopolitical competition, and private control over data shape the trajectory of AI's development.They also explore what could happen if the bubble bursts: massive market shocks, exposed structural weaknesses in the economy, and a wave of painful restructuring that could echo the dot-com crash—but on a far larger scale. It's a conversation that cuts through the hype and asks what's at stake when an entire economy bets on one technology. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the IMF warning that we're in an AI bubble that could be worse than the dot-com crash if it bursts — and even OpenAI's Sam Altman admitting the market is “kind of bubbly” — what happens to the global economy if the AI boom implodes?Are we witnessing the next dot-com bust, or just the growing pains of a genuine technological revolution?To discuss it all on the latest episode of The Fourcast, Matt Frei is joined from Silicon Valley by entrepreneur, author and futurist Jerry Kaplan, and from the World Bank Group annual meeting in Washington by our Economics Correspondent Helia Ebrahimi. 

In this week's episode, Charlene Young and Laith Khalaf discuss the latest global economic forecasts from the IMF. The UK growth forecast has been increased slightly, but inflation looks like it will remain stubborn. Laith breaks down what this means for investors, plus the latest on US–China trade tensions and gold hitting another record high. [01:00] With warnings about a potential AI bubble, Dan Coatsworth speaks to Russ Mould, AJ Bell investment director, about why markets keep rising despite correction fears [12:24] — and Ben Rogoff from Polar Capital Technology Trust shares why he still believes the AI revolution has room to run. [26:13] Charlene explains the worrying 150% rise in scams targeting pensioners and the simple steps to stay safe ahead of this winter's payments and tax return season. [36:45] Danni Hewson catches up with James Flintoft, head of investment solutions at AJ Bell, for a look back at another volatile quarter and how the AJ Bell funds have been performing. [40:09]

Dan Ives—Wall Street's most colorfully dressed tech bull—shares why the AI party is just getting started. As Managing Director and Global Head of Technology Research at Wedbush Securities, Dan predicts that autonomous vehicles will be so widespread, your kids won't need driver's licenses by 2029, and, he thinks, humanoid robots will be in millions of homes. Unlike the late '90s dot-com bubble built on PowerPoint dreams and venture capital fumes, this revolution is bankrolled by tech giants sitting on mountains of cash. Ives breaks down his “AI 30” stock picks, explains why he'd rather drive a Ferrari (tech stocks) than a beat-up minivan (value stocks), and admits the one thing that keeps him up at night: China. For more, read Liz's column every Thursday at ⁠⁠On The Money⁠⁠ by SoFi⁠⁠⁠, and follow Liz on Twitter ⁠⁠@LizThomasStrat⁠⁠. Additional resources: ⁠⁠On The Money⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠Investing 101 Center⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠Wealth Investing Guide⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠ SoFi.com/Legal⁠⁠. ©2025 Social Finance, Inc. All Rights Reserved.

HR1 Jordan Goodman: Economic Chaos: Shutdowns, China Tariffs, AI Boom & Gold Surge. 10-14-25 by John Rush

Tech giants are spending hundreds of billions of dollars on an AI building boom, constructing massive data centers like a sprawling new complex in Texas. Is this a necessary investment for the future, or are we witnessing the next tech bubble? WSJ's Berber Jin and Eliot Brown follow the money and consider whether or not it adds up. Jessica Mendoza hosts. Further Listening: -Artificial: The OpenAI Story -The Hidden Workforce That Helped Filter Violence and Abuse Out of ChatGPT -The Unraveling of OpenAI and Microsoft's Bromance Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Canada's first ever minister of artificial intelligence, Evan Solomon, is spearheading what he's calling a "30-day sprint" to nail down Canada's AI strategy. The plan? To figure out a government approach to the technology in order to boost the Canadian economy.Today, we wanted to take stock of the state of the industry in Canada, and a closer look at the Liberal government's strategy. What could it all mean for our jobs, our economy, society, and environment?Murad Hemmadi, a reporter with The Logic, joins the show.We'd love to hear from you! Complete our listener survey here.

The guys discuss the incredible AI Boom and growing risks, deep dive into Coden Technology – Australia’s lowest profile tech giant, the hidden world of Pokémon card, the big business of indy board games and founders behaving badly. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

As the appetite for artificial intelligence rises, so does the need for power-hungry data centers. While residents who live near them complain of the noise and pollution, data suggests they could spike utility bills far and wide. We hear from an electricity law expert on why regulators are thinking of reforms – but will it be too late? Guest: Elizabeth Martorana & Ari Peksoe, Director, Harvard Law School Electricity Law Initiative  ---  Host: David Rind  Producer: Paola Ortiz  Showrunner: Felicia Patinkin Learn more about your ad choices. Visit podcastchoices.com/adchoices

The timing of this raise is crucial, coming during an AI boom. We explore how Anthropic fits into this moment. The episode also considers whether the boom is sustainable.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleTo recommend a guest email: guests(@)podcaststudio.com

Stephen Grootes speaks to Vincent Anthonyrajah, CEO of Differential Capital, and David Shapiro, veteran stockbroker and chief global equity strategist at Sasfin, on “Between the AI Boom and the Gold Rush: Understanding Bubbles and Safe Havens.” As investors chase AI hype, others turn to gold and traditional safe havens, a reminder that knowing when to embrace risk and when to seek stability is key in today’s markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Jason and Jeff discuss the potential for an upcoming market crash in 2026, reflecting on last year's predictions, and explore the impacts of AI investment, interest rates, inflation, and tariffs on the market, providing insights on how to adjust investment strategies in uncertain times.01:55 Reflecting on Last Year's Market Crash Predictions06:09 The AI Boom and Market Speculation14:37 Interest Rates and Economic Concerns24:06 Economic Stability and Employment24:23 Impact of AI on Entry-Level Jobs24:55 Government Shutdown and Unemployment25:43 Inflation and Tariffs30:27 Investment Strategies and Market Predictions30:52 Savvy Trader Portfolio Insights32:28 Long-Term vs Short-Term Investment Goals37:37 Practical Uses of AI in Investing40:06 Preparing for Market CrashesCompanies mentioned: CRWV, MSFT NVDA *****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Chris breaks down the growing gap between Wall Street's soaring AI-fueled gains and Main Street's mounting financial strain. From restaurant spending declines to a surge in personal bankruptcies, the warning signs are flashing even as tech stocks hit record highs. He draws parallels to the subprime and dot-com bubbles, warning that 40% of U.S. GDP now tied to AI spending could mask deeper structural weakness. Is the economy really as strong as the markets suggest—or are we watching another bubble inflate?

In this episode of Excess Returns, we're joined by Rob Thummel of Tortoise Capital to discuss the critical intersection of energy and technology. Rob explains why “electricity is the new oil” as AI and data center demand reshape global power needs. We explore the future energy mix, investment opportunities across natural gas, nuclear, and renewables, and how investors can position for decades of transformation in the energy ecosystem.Topics covered:How AI is driving a new era of electricity demandThe evolving U.S. energy mix: oil, gas, nuclear, and renewablesWhy electricity is becoming the new oilThe scale of power needed to support AI and data centersOpportunities and challenges in renewables and battery storageThe resurgence of nuclear and the role of natural gasHow U.S. shale transformed inflation and global energy marketsEnergy infrastructure and why it offers steady returnsHow the TCAI ETF captures the “AI infrastructure” opportunityRisks and resilience of the U.S. power gridLessons from 30 years investing in energyTimestamps:00:00 Electricity is the new oil and the future of AI energy demand02:00 The evolving U.S. energy mix and global demand growth08:00 Why electricity, not oil, will power the next economic era11:00 How much power AI and data centers will need15:00 Can renewables meet rising energy demand?20:00 The comeback of nuclear and its challenges25:00 How U.S. shale changed global energy and inflation32:00 Why energy infrastructure is less volatile than commodities36:00 Inside Tortoise's new AI infrastructure ETF (TCAI)43:00 The rise of digital and electricity infrastructure plays45:00 How Tortoise evaluates investments and valuations49:00 The resilience and future expansion of the U.S. grid52:00 Closing lessons: contrarian investing and energy's importance

The impact of the energy-hungry facilities on electricity bills could soon turn them into a political lightning rod. The five million Timmies coffees sold every day just got a little pricier.

Carl Quintanilla and Jim Cramer discussed the S&P 500 and Nasdaq hitting fresh record highs, on a day in which the September jobs report was not released due to the government shutdown. The AI-fueled rally in the spotlight -- and the term "bubble" coming into play. The anchors reacted to Goldman Sachs CEO David Solomon's warning of a stock market "drawdown" after the surging AI trade. Hear what Chicago Fed President Austan Goolsbee told CNBC about AI. Also in focus: Market moves by tech's "trillion-dollar club" including a rare downgrade for Apple, quantum stocks' parabolic leap, Applied Materials' revenue warning drags down shares of chip equipment makers. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors' exuberance is fueling this year's stock rally, but will key economic risks dampen the market's mood? The current bull run has lifted stocks from their springtime lows to higher levels in autumn. The artificial intelligence boom is one of the big factors driving it. Meanwhile, the Federal Reserve is dealing with the challenging situation of balancing the weakening job market and stubborn inflation. The Fed cut interest rates for the first time in 2025 in the third quarter, but the path forward from here is less certain. Morningstar Inc Senior Markets Reporter Sarah Hansen discusses seven key market factors you should watch in Q4 2025.Nvidia's investment of up to $100 billion in ChatGPT creator OpenAI could shatter records. The big bet is helping feed two simple narratives about the AI era, according to Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe. First, there's too much investment in the technology, and booms tend to lead to busts. Second, AI has changed the rules of investing and returns. Kemp cautions investors to remember that there are a wide range of possible outcomes than these easy stories.  On this episode:You examine the highs and lows during each quarter and write about it. What do you think are the biggest takeaways from Q3? Stocks are climbing higher despite a lot of risks. What signals is the market ignoring, and could it be at its own peril? The AI boom is driving what's going on in the market. Mega-cap tech companies are making huge investments. Where's the money going, and how long is this level of spending expected to continue? The hot IPO market has benefited from AI. Some of the most successful IPOs this year involved the industry. Can you describe this revival? The first interest rate cut of 2025 is in the books. The Federal Reserve pointed to the softening job market as one reason for the move. What are strategists telling you as the markets await the Fed's next move? Inflation is still not tamed and hovering above the Fed's 2% target. There are expectations that tariffs could raise prices for a while. What are the outlooks from Morningstar and other strategists? As the Fed cuts rates, short-term yields will come down. What about the rest of the bond market? Where do people see the risks? The federal funding fight is continuing in Washington, D.C. Let's timestamp this moment. It's Tuesday, Sept. 30. The US government would shut down on Oct. 1 if there's not an agreement. How does uncertainty like this affect the markets, and what should investors think? Earnings season is coming up in a couple weeks. What is your team watching for? What's the takeaway for investors as we enter Q4?We talked on last week's Investing Insights about inflation. The Federal Reserve's preferred tracker showed inflation slightly ticked up in August as forecasters expected. It also revealed consumer spending rose. What do you think that's signaling about the US economy? In this week's Markets Brief column, you highlighted Nvidia's potentially record-breaking investment. The chipmaker announced it would invest up to $100 billion in OpenAI. How should investors think about this deal?New economic data is due out this week. What are you tracking for next week's Markets Brief? Read about topics from this episode.  13 Charts on Q3's Tech-Driven Stock Rally Will the AI Boom in Semiconductor Stocks Continue? What Investors Need to Know About the Steepening Yield Curve The Fed's ‘Difficult Situation': Reading Between the Lines of the September Dot Plot Forecasts for August PCE Report Shows Some Cooling, but Tariff Impacts Persist What Investors Need to Know About a US Government Shutdown Markets Brief: Nvidia's AI Spending Spree Raises Boom and Bust Fears  What to watch from Morningstar. Is Your Dividend Income at Risk? Here's How to Spot Dividend Traps Should You Hold Cash Investments After the Fed Cuts Interest Rates?What You Need to Know Before Choosing a Stock ETFInvesting in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors Read what our team is writing.Sarah HansenDan KempIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

AI is the new oil—and Korea’s stock market just struck it big. Hosted by Michelle Martin solo, she unpacks the record-breaking rally in the KOSPI driven by Samsung and SK Hynix’s AI partnership with OpenAI. We dive into BYD’s first monthly sales decline of the year and what it signals for China’s EV wars. In our Up-or-Down round, we tackle USA Rare Earth’s jump on White House talks, Intel’s 50% surge in just one month, Buffett’s $10B buy of Occidental’s OxyChem, and why analysts are turning bullish on Singapore REITs. Companies discussed include BYD, Samsung, SK Hynix, Intel, Berkshire Hathaway, Occidental, USA Rare Earth, and S-REITs. Tune in for the key takeaways to carry into the weekend.See omnystudio.com/listener for privacy information.

Artificial intelligence has cemented itself as the latest world-altering technology. It follows the same lineage as electricity, the television, the internet — the list goes on. Depending on who you talk to, AI is the greatest thing ever or the thing that will destroy the world, with lots of room in the middle for discussion and experimentation. But within the bigger AI fascination, there's a smaller yet critical conversation about how this technology might help or harm people who learn and think differently. That's why we brought in Dr. Amy Gaeta for this week's “Hyperfocus.” She's an AI ethicist and researcher who also has autism, giving her a unique insight that she shares on our latest episode. For more on this topicAmy's websiteWhat is assistive technology?6 ways AI can help you manage ADHD symptomsHow software and apps can help with math challengesUnderstood AssistantTimestamps(03:40) AI in the workplace(10:16) Disability justice and technology(13:45) AI's built-in bias against disability (17:15) How to find helpful, safe AI uses(21:08) Chatbot therapy (25:14) What does the future hold for AI and neurodivergence? For a transcript and more resources, visit the Hyperfocus page on Understood.org. We love hearing from our listeners! Email us at hyperfocus@understood.org. Explore Through My Eyes today. Step into the world of three kids with ADHD, dyslexia, and dyscalculia — helping you see differently so you can act differently.Understood.org is a nonprofit organization dedicated to empowering people with learning and thinking differences, like ADHD and dyslexia. If you want to help us continue this work, donate at understood.org/give Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

(0:00) Intro(1:36) About the podcast sponsor: The American College of Governance Counsel(2:23) Start of interview(3:11) Brad's origin story(4:54) Venture Capital Beginnings(5:39) The Rise of the Internet(8:10) His role in Softbank Technology Ventures and later Mobius Venture Capital. Reference to Heidi Roizen E6, E108 and E116(12:26) Transition to Techstars and Foundry(13:36) Origin and focus of his book Startup Boards. Reference to his blog post: Feld Thoughts. "Boards (and board members) for private companies operate on a bell curve" (some are excellent, some are horrific, and most are average).(15:31) The Evolution of Founder-Friendly Terms(30:06) Effective Board Composition(35:00) Defining a Great Board: the Board as a Team. Reference to Matt Blumberg's Rule of 1s: see E52 (2022)(38:05) "The goal of the board is to get different skill sets around the table" "I think a founder should fight against investors having additional observer seats."(41:13) Why he considers it a red flag when a director claims they're acting out of "fiduciary duty." *Reference to the Startup Litigation Digest(44:50) Governance concerns in the AI Boom(47:37) Books that have greatly influenced his life:Zen and the Art of Motorcycle Maintenance by Robert Pirsig (1974)The entire pantheon of Neal Stephenson and William Gibson Science fiction written by female writers (as a category)Hyperion Cantos by Dan Simmons(50:05) His mentors: Len Fassler and his uncle, Charlie Feld.(51:55) Quotes that he thinks of often or lives his life by: from his Dad: "If you're not standing on the edge, you're taking up too much space.", from Len: "Brad, they can't kill you and they can't eat you. Suit up."(53:00) An unusual habit or an absurd thing that he loves. "I love philanthropically funding bathrooms." Also, the Banana Lounge at MIT.(55:38) The living person he most admires: his wife Amy Batchelor.Brad Feld has been an early-stage investor and entrepreneur since 1987. He co-founded two venture capital firms, Foundry Group and Mobius Venture Capital, and multiple companies, including Techstars.  You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

On this week's Stansberry Investor Hour, Dan and Corey welcome Marc Chaikin back to the show. Marc is the founder of our corporate affiliate Chaikin Analytics and a market veteran of more than 50 years. Marc kicks off the show by explaining why he's bullish through the first quarter of next year, the implications behind a Federal Reserve rate-cutting cycle, the opportunity today in homebuilders and biotech, and what's happening in the bond market with the "bond vigilantes." He breaks down the three factors driving the market right now and lists a few "less obvious" sectors and companies that are benefiting from these factors. (1:04) Next, Marc discusses his Power Gauge system and how it gives you an inside look into what folks on Wall Street are doing. After, he delves into how the current AI boom resembles the dot-com boom, a "mini bubble in the making" for data-management company Oracle, and China being behind gold's soaring price. Using the Power Gauge in real time, Marc gives listeners several gold-mining and construction stocks that are rated bullish by his system. (18:31) Finally, Marc reminds listeners that small caps were the real winners when the dot-com bubble burst, so that could happen again when the AI bubble inevitably bursts. This leads to a conversation about the late investment adviser Marty Zweig and his timeless advice for investors. Then, to close the show out, Marc speaks about the significance of this leg of the bull market being fueled by capital spending rather than customers... millennials investing in stocks... and fundamentals not mattering for younger investors. (36:39)

On this week's Stansberry Investor Hour, Dan and Corey welcome Marc Chaikin back to the show. Marc is the founder of our corporate affiliate Chaikin Analytics and a market veteran of more than 50 years. Marc kicks off the show by explaining why he's bullish through the first quarter of next year, the implications behind a Federal Reserve rate-cutting cycle, the opportunity today in homebuilders and biotech, and what's happening in the bond market with the "bond vigilantes." He breaks down the three factors driving the market right now and lists a few "less obvious" sectors and companies that are benefiting from these factors. (1:04) Next, Marc discusses his Power Gauge system and how it gives you an inside look into what folks on Wall Street are doing. After, he delves into how the current AI boom resembles the dot-com boom, a "mini bubble in the making" for data-management company Oracle, and China being behind gold's soaring price. Using the Power Gauge in real time, Marc gives listeners several gold-mining and construction stocks that are rated bullish by his system. (18:31) Finally, Marc reminds listeners that small caps were the real winners when the dot-com bubble burst, so that could happen again when the AI bubble inevitably bursts. This leads to a conversation about the late investment adviser Marty Zweig and his timeless advice for investors. Then, to close the show out, Marc speaks about the significance of this leg of the bull market being fueled by capital spending rather than customers... millennials investing in stocks... and fundamentals not mattering for younger investors. (36:39)

Want the best investment opportunities in mining & energy? Join my FREE newsletter: https://resourceinsider.com/#free-RI-list How can the U.S. compete if China controls the rare earths that power AI, EVs, and defense? Robert Bryce has spent a lot of time thinking about this question. He's a journalist and energy analyst who's spent years digging into power grids, critical minerals, and U.S.-China supply chains. He's also the author of several books including A Question of Power, Smaller Faster Lighter Denser Cheaper, and Power Hungry. In this episode, Robert and I discuss: - China's stranglehold on rare earths and magnet manufacturing - Can the U.S. reshore mining? - The long, costly road to new copper supply - Why the AI/data-center boom is really a natural-gas story Follow Resource Insider: Twitter: https://twitter.com/Jamie_Keech YouTube: https://www.youtube.com/@resourceinsider LinkedIn: https://ca.linkedin.com/in/jamiekeech --- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader's reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

This week, we cover Oracle's OpenAI deal, the RubyGems drama, and Atlassian buying DX. Plus, does anyone still use widgets? Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/ptnxBcE_6FQ?si=lapKMarRCBFbeAET) 539 (https://www.youtube.com/live/ptnxBcE_6FQ?si=lapKMarRCBFbeAET) Runner-up Titles It's a two knob problem The healthy jaundice of success My homework is to go home Are you enjoying the widgets? I get you on the Ponzi Scheme Hanlon's Razor strikes again Blogging: Hardest form of social media Rundown Oracle Exclusive | Oracle, OpenAI Sign Massive $300 Billion Cloud Computing Deal (https://www.wsj.com/business/openai-oracle-sign-300-billion-computing-deal-among-biggest-in-history-ff27c8fe) Oracle and OpenAI are full of crap (https://bsky.app/profile/edzitron.com/post/3lynpe7zmas2k) OpenAI doesn't have the cash to pay Oracle $300 billion — raising it will test the very limits of private markets (https://sherwood.news/markets/openai-doesnt-have-the-cash-to-pay-oracle-usd300-billion-raising-it-will/) Nvidia stock jumps on $100 billion OpenAI investment as Huang touts 'biggest AI infrastructure project in history (https://finance.yahoo.com/news/nvidia-stock-jumps-on-100-billion-openai-investment-as-huang-touts-biggest-ai-infrastructure-project-in-history-171740509.html) Ruby Central Takes Over RubyGems (https://mjtsai.com/blog/2025/09/23/ruby-central-takes-over-rubygems/) Atlassian Atlassian acquires DX, a developer productivity platform, for $1B (https://techcrunch.com/2025/09/18/atlassian-acquires-dx-a-developer-productivity-platform-for-1b/) Atlassian acquires developer productivity startup DX for $1B (https://siliconangle.com/2025/09/18/atlassian-acquires-developer-productivity-startup-dx-1b/) The AI Shift: Static Software vs. Living AI Systems (https://cloudedjudgement.substack.com/p/clouded-judgement-91925-the-ai-shift) RSS co-creator launches new protocol for AI data licensing (https://techcrunch.com/2025/09/10/rss-co-creator-launches-new-protocol-for-ai-data-licensing/) Nvidia to Invest $5 Billion in Intel, Furthering Trump's Turnaround Plan (https://www.wsj.com/tech/ai/nvidia-intel-5-billion-investment-ad940533?mod=hp_lead_pos1) Relevant to your Interests Tesla Wants Out of the Car Business (https://www.theatlantic.com/technology/archive/2025/09/tesla-elon-musk-master-plan-robotaxi/684122/) Google is shutting down Tables, its Airtable rival | TechCrunch (https://techcrunch.com/2025/09/11/google-is-shutting-down-tables-its-airtable-rival/) Oracle's stock pump, Meta's $600B, Bronny Ellison and Warner Bros, European stereotypes (https://platformonomics.com/2025/09/platformonomics-tgif-99-september-12-2025/) Atlassian goes cloud-only, customers face integration issues (https://www.theregister.com/2025/09/09/atlassian_will_go_cloudonly_customers/) Getting a slice of the Kubernete$ management pie (https://newsletter.cote.io/p/getting-a-slice-of-the-kubernete) Cote on Multicloud (https://cote.io/2025/09/14/i-think-this-means-thing.html) ServiceNow Says Windsurf Gave Its Engineers a 10% Productivity Boost (https://bsky.app/profile/thenewstack.io/post/3lyvqw6lc6522) Most Work is Translation (https://open.substack.com/pub/aparnacd/p/most-work-is-translation?r=2d4o&utm_medium=ios) Microsoft warns users that Windows 10 is in its final days (https://go.theregister.com/feed/www.theregister.com/2025/09/16/windows_10_final_countdown/) How to use Tahoe's new Use Model shortcut to summarize articles (https://cote.io/2025/09/16/how-to-use-tahoes-new.html) Credit scores drop at fastest pace since the Great Recession | CNN Business (https://www.cnn.com/2025/09/16/economy/debt-credit-score-student-loans) Workday to buy AI firm Sana for $1.1 billion as HR software deal-making heats up (https://www.reuters.com/business/workday-buy-ai-firm-sana-11-billion-hr-software-deal-making-heats-up-2025-09-16/) Wasm 3.0 Completed - WebAssembly (https://webassembly.org/news/2025-09-17-wasm-3.0/) Exclusive: AI's ability to displace jobs is advancing quickly, Anthropic CEO says (https://www.axios.com/2025/09/17/anthropic-amodei-ai) From the facepalm community on Reddit: Meta's live AI cooking demo fails spectacularly (https://www.reddit.com/r/facepalm/s/VI8YmDY29p) Meta CTO explains the cause of its embarrassing smart glasses demo failures (https://www.engadget.com/wearables/meta-cto-explains-the-cause-of-its-embarrassing-smart-glasses-demo-failures-123011790.html) New H-1B rules sparked weekend chaos (https://www.morningbrew.com/stories/2025/09/22/new-h-1b-rules-sparked-weekend-chaos) The Man Calling Bullshit on the AI Boom (https://www.readtpa.com/p/the-man-calling-bullshit-on-the-ai?utm_campaign=post&utm_medium=web) Trump's H-1B visa fee isn't just about immigration, it's about fealty (https://www.theverge.com/report/782289/trumps-h-1b-visa-fee-isnt-about-immigration-its-about-fealty) Vivaldi takes a stand: keep browsing human | Vivaldi Browser (https://vivaldi.com/blog/keep-exploring/) Zoom Bets on Agentic AI With AI Companion 3.0 Amid Sluggish Growth (https://diginomica.com/zoom-unveils-ai-companion-30-betting-agentic-ai-drive-enterprise-growth) The Secret Service has dismantled a telecom threat near the UN. It could have disabled cell service in NYC (https://www.pbs.org/newshour/nation/the-secret-service-has-dismantled-a-telecom-threat-near-the-un-it-could-have-disabled-cell-service-in-nyc) Enterprise AI Looks Bleak, But Employee AI Looks Bright (https://www.dbreunig.com/2025/09/15/ai-adoption-at-work-play.html) Obot AI Secures $35M Seed to Build Enterprise MCP Gateway - obot (https://obot.ai/obot-ai-secures-35m-seed-to-build-enterprise-mcp-gateway/) Announcing the 2025 DORA Report | Google Cloud Blog (https://cloud.google.com/blog/products/ai-machine-learning/announcing-the-2025-dora-report/) Conferences Civo Navigate London (https://www.civo.com/navigate/london/2025), Coté speaking, September 30th. Texas Linux Fest (https://2025.texaslinuxfest.org), Austin, October 3rd to 4th. CF Day EU (https://events.linuxfoundation.org/cloud-foundry-day-europe/), Coté speaking, Frankfurt, October 7th, 2025. 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SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Task (https://www.rottentomatoes.com/tv/task) Matt: OpenCore Legacy Patcher (https://dortania.github.io/OpenCore-Legacy-Patcher/) Photo Credits Header (https://unsplash.com/photos/black-ipad-on-white-table-Sw-JgeAosME)

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction (02:26) AI Boom and Market Implications(08:35) Electricity Consumption and AI(16:43) Drafting Future Share Cannibals(21:09) Criteria for Selecting Share Cannibals(41:39) Mark Leonard's Legacy and Constellation Software(47:10) Yelp's Business Model and Market Position(53:15) Compass's Disruption in Real Estate(59:14) Listener Questions *****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Show Notes: Uday Turaga runs ADI Analytics, a boutique firm specializing in oil and gas, energy, and chemical industries. ADI Analytics was founded in 2009, has 20 employees, and operates globally. The firm focuses on the value chain across oil and gas, energy, and chemicals, including upstream exploration, midstream natural gas and LNG markets, downstream fuels, power utilities, and energy transition. In 2017, ADI Analytics acquired Chemical Market Resources, expanding its capabilities in the chemicals and materials spaces. Oil and Gas Projects Uday discusses various oil and gas projects, including work with large oil and gas majors like Exxon, BP, and Shell. ADI Analytics helps refining independents explore export markets in Latin America due to the US refining complex's gasoline surplus. The firm conducts feasibility studies for LNG export terminals on the US Gulf Coast, analyzing competitive positioning, technology, risks, and financing. He explains that scenario planning for an oil major focuses on long-term energy demand, and how it can be affected by the growing demand for natural gas from data centers and emerging markets globally. About ADI Analytics  Uday talks about ADI Analytics. They work with large chemical players like BASF, Dow, and SABIC, covering the entire value chain, and help them on the feedstocks conversion into key building blocks in the chemicals industries, such as olefins, aromatics, and then all the derivatives, and further down into plastics, polymers and and how those plastics and polymers end up in our lives as consumers. He explains why the chemical industry is distressed, and how the firm helps clients understand the cost competitiveness of different chemicals globally and the impact of energy transition on the industry. Projects include due diligence for private equity firms on specialty chemical and materials markets and mapping the impact of energy transition on supply chains. Data Center Growth in the US Uday provides an overview of the data center landscape, noting the significant growth in data center capacity in the US Hyperscalers are building larger data centers, often in non-traditional locations like Texas, Oklahoma, and Louisiana, driven by the need for secure energy and power. He explains how large the demand for electricity from data centers is with hyperscalers requiring up to a gigawatt of power, which is challenging to secure. Energy needs between households and data centers are compared to give an example of the scale needed. However, the process of adding new power generation capacity to the grid is slow, with interconnection queues taking multiple years, leading to delays in meeting data center power needs. Energy Sources and Strategies for Data Centers  Hyperscalers are pursuing various strategies to secure power, including building data centers in non-preferred locations, partnering with utilities, and investing in early-stage technologies like geothermal and small modular nuclear reactors. Uday discusses the challenges of securing power for data centers, including the need for significant new power generation capacity and the difficulties in connecting to the grid. The conversation highlights the importance of low-carbon energy sources for data centers, with interest in geothermal, nuclear, and hydrogen. ADI Analytics is involved in projects helping tech companies identify sources of low-carbon energy and exploring opportunities for oil and gas majors in the power generation space. Geothermal Energy and Small Modular Nuclear Reactors Uday explains the potential of geothermal energy, including traditional hydrothermal resources and advanced geothermal systems (EGS). EGS involves drilling deep into the Earth's surface to extract heat, but the technology is still in development and faces challenges like high costs and engineering complexities. Small modular nuclear reactors (SMRs) are gaining interest due to growing electricity demand from data centers and industrial electrification. The conversation covers the regulatory and permitting challenges for SMRs, the need for innovation in nuclear power, and the potential for these technologies to address energy needs. Politics and Policy on Energy Projects The conversation turns to the impact of political and policy decisions on energy projects, including the opposition to renewable energy projects and support for nuclear power. Uday highlights the need for a balanced energy policy that supports all forms of energy, recognizing the unique advantages and challenges of each technology. He emphasizes the importance of allowing markets to determine the most competitive energy solutions, rather than imposing political or regulatory barriers. The discussion concludes with a call for a more cohesive and market-driven energy policy to meet the diverse energy needs of the future. Timestamps 02:22 Oil and Gas Project Examples  04:56: Chemical Industry Projects 08:16: Data Center Trends and Challenges  23:45: Energy Sources and Strategies for Data Centers 25:28: Geothermal Energy and Small Modular Nuclear Reactors  33:18: Political and Policy Considerations  Links: ADI Analytics website: www.adi-analytics.com  LinkedIn: https://www.linkedin.com/in/turaga/   Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.  

In this episode of Tank Talks, host Matt Cohen is joined by John Ruffolo to dive into a wide range of topics affecting Canada's economy, from energy and tech to blockchain. They discuss the government's announcement of major projects like LNG Canada's expansion and the critical need for nuclear energy. The conversation also touches on Canada's role in the global energy market, especially with the growing importance of renewables and the challenges of balancing carbon-based energy.The episode shifts to AI and blockchain, exploring how Canada can stay competitive in the tech race. They also dive into the rise of stablecoins in Canada with Tetra Digital Group's new Canadian peg stablecoin aimed at transforming B2B payments. Lastly, the episode examines the increasing presence of Canadian executives in U.S. tech companies and the risks of overvaluation in the AI startup space.A Quick Word from our Sponsor, FaskenAt Fasken, our clients don't wait for the future. They build it. As the first and largest dedicated emerging tech practice in Canada, our team is composed of founders, ex in-house counsel, developers and business advisors who have guided clients from startup, to scale-up, to exit. The trust of our clients has enabled us to consistently rank at the top of every major Canadian M&A, Capital Markets and Venture Capital league table. With deep industry knowledge and experience across all areas of emerging and high growth technology including ClimateTech, MedTech, Artificial Intelligence, Fintech, and AgTech we're your partners within the innovation ecosystem as you transform the landscape of what's possible.Tomorrow starts here. Own it with us.For more information, visit fasken.com/emergingtech and follow us on LinkedIn.LNG, Nuclear & Energy Future: Canada's Next Big Steps (00:07:13)Matt and John discuss the announcement of major energy projects in Canada, including LNG Canada's expansion and the importance of investing in nuclear energy for the future.Stablecoin Innovation: The Canadian Peg Stablecoin (00:15:01)Tetra Digital Group in Calgary launches a Canadian peg stablecoin set to revolutionize B2B payments. John and Matt explore how it could impact Canada's financial landscape.Opendoor's New CEO: Canadian Leadership in U.S. Tech (00:18:25)Opendoor appoints a Canadian executive as CEO, sparking a conversation about the growing influence of Canadian tech talent in major U.S. companies.AI Valuations: Are We Heading for a Tech Crash? (00:25:39)With the AI boom in full swing, Matt and John examine the potential for overvaluation and the risks of an AI bubble, echoing insights from Vinod Khosla on market “carnage.”AI's Future: Innovation or Overhype? (00:26:15)Matt and John delve into the power law of investing, discussing how capital is flowing into AI and why only a few companies will win big while many others will fail.Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

In this episode, we cover some of the biggest stories shaping markets this week. Oracle shocked investors with blowout guidance which led the stock to be up 40% and close to joining the trillion dollar market cap club. We also look at weak job numbers coming out for Canada and the US and what it means for investors. In the mining space, we discuss the proposed merger between Teck Resources and Anglo American. We finish the episode by talking about Lululemon’s rough quarter and weak guidance and how BRP may finally be turning things around. Tickers of stocks discussed: ORCL, META, NVDA, AMD, TECK, LULU, DOO.TO Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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.

A new study from Common Sense Media, a group that studies and advocates for using screens and digital media sensibly, found that 70 percent of teens have used AI companions, platforms designed to serve as “digital friends.” As the technology gets more sophisticated, experts worry about AI's potential to exacerbate crises of loneliness and youth mental health. Brandon Jones, the executive director of the Minnesota Association for Children's Mental Health, joined Minnesota Now to share more about this. Hear more from our special series on AI in schoolsPerspective from a Minnesota teacher turned AI education consultantSt. Paul teacher says it's 'like bringing a forklift to the gym'Minnesota high school student weighs the benefits and pitfalls of AI

Listen Now: Listen and subscribe to Morningstar's The Long View from your mobile device: Apple Podcasts | SpotifyOur guest on the podcast today is Joe Davis, global chief economist at Vanguard and global head of the firm's Investment Strategy Group. He chairs the firm's Strategic Asset Allocation Committee, which governs multi-asset class investment solutions. And he is a member of the senior portfolio management team of Vanguard's Fixed Income Group. Joe is the author of a new book called Coming Into View: How AI and Other Megatrends Will Shape Your Investments. Joe earned his B.A. from St. Joseph's University and his master's and Ph.D. in economics at Duke University.BackgroundBioComing Into View: How AI and Other Megatrends Will Shape Your InvestmentsTariffs and Treasury Bonds“Tariffs and Market Volatility: Perspectives for Investors,” by Joe Davis, vanguard.com, April 7, 2025.“Vanguard Warns of 9% Treasury Bond Yields if Deficits Keep Ballooning,” by Sam Bourgi, investorsobserver.com, June 17, 2025.“US Equity Outperformance,” video commentary by Joe Davis, vanguard.com, Feb. 4, 2025.Artificial Intelligence and Megatrends“America Needs an AI Boom to Grow Out of Our Debt Problem. There Is No Guarantee,” by Joe Davis, barrons.com, May 23, 2025.“AI's Impact on Productivity and the Workforce,” by Joe Davis, vanguard.com, March 4, 2025.“Active Investing? Don't Overlook Value in the Age of AI,” by Joe Davis, vanguard.com, Feb. 20, 2025.“Megatrends and the US Economy, 1890-2040,” by Joe Davis, Lukas Brandl-Cheng, and Kevin Khang, papers.ssrn.com, June 10, 2024.Other“Joe Davis: ‘We Will See China-Like Growth for a Time in the United States,'” The Long View podcast, Morningstar.com, April 14, 2021.