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Soaring electricity demand from data centers may lead U.S. utilities to invest more in coal and gas plants. Learn more at https://www.yaleclimateconnections.org/
What does managing $600 billion teach you about risk that most investors never learn?Jeffrey Blazek, Co-CIO of Multi-Asset at Neuberger Berman, joins Prashant on VC10X to challenge the assumptions that have quietly shaped — and quietly undermined — institutional portfolios for a generation. From the macro shift that is more permanently broken than rates or geopolitics, to the asset class generating 10 to 15 percent returns with zero correlation to equities, to whether AI is the internet bubble all over again — this is one of the most substantive allocator conversations we have had on the show.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comIn this episode:— Why deglobalization is the one macro assumption that will not reverse— The difference between short-term volatility risk and the purchasing power risk that actually destroys portfolios— Why bonds have failed as a diversifier and what replaces them— Catastrophe bonds: the non-consensus case for an asset class most institutions will not touch— The $1B to $10B institutional sweet spot and why scale is not always an advantage— AI investment: real conviction, real concentration risk, and the winner-take-most bear case— What the private markets miscalibration of the last decade means for LP portfolios today— The off-script manager due diligence technique that separates process from performance— Career risk as the hidden driver of institutional conservatism— Where rates are headed and why the old fixed income playbook is goneJeffrey Blazek is Co-CIO of Multi-Asset at Neuberger Berman, a $600B global asset management firm with over 700 investment professionals across 30+ offices worldwide.Links:Neuberger - https://www.nb.com/Jeffrey on LinkedIn: https://www.linkedin.com/in/jeffrey-blazek-cfa-a0a57212Connect with Prashant: https://linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comTimestamps:(00:00) - Preview(01:39) - Introduction to Jeffrey Blazek(03:16) - Which Macro Assumptions Are Permanently Broken Today?(05:03) - Key Drivers of Long-Term Returns Most Investors Underestimate(06:24) - Coaching Clients to Embrace Appropriate Equity Exposure(07:55) - What Real Diversification Looks Like in Practice(09:51) - How Portfolio Construction Changes as Institutions Scale(11:55) - Should Investors Change Their Approach to Equity Markets Now?(13:31) - Evaluating a New Asset Class for Permanent Allocation(15:16) - AI: A Genuine Secular Shift or a Narrative-Driven Boom?(17:26) - The Bear Case for AI: Commoditization and Concentration Risk(19:30) - Uncovering a Non-Consensus Asset Class: Catastrophe Bonds(21:09) - Common Mistakes LPs Make in Private Market Allocations(22:58) - The Key to Effective Investment Manager Selection(24:25) - Analyzing Past Portfolio Mistakes: Errors of Analysis vs. Behavior(26:24) - The Gap Between Institutional Goals and Portfolio Realities(27:38) - What Drives Over-Conservatism in Institutional Investing?(29:15) - How Investment Needs Differ Across Institutions (Hospitals vs. Endowments)(31:38) - Advising Family Capital: Avoiding Common Mistakes(33:43) - Career Lessons Learned from Navigating Market Crises(36:01) - The Most Misunderstood Risk of the 2020s(37:22) - Is the AI Boom a Repeat of the Dot-Com Bubble?(38:15) - The Three Most Important Bets for the Next Decade(40:00) - Outlook on the Future Interest Rate Environment(41:19) - Where to Find Jeffrey Blazek and Neuberger Berman
Former Federal Reserve Chairman Alan Greenspan has passed away at the age of 100, leaving behind a massive, complex economic legacy. Does his most famous warning about the economy perfectly describe the market we are living in right now? Chief Market Strategist for ProCap Financial Phil Rosen joins Lou Basenese to discuss Greenspan's nearly 19-year tenure steering the economy and whether his iconic “irrational exuberance” warning is fitting for today's volatile markets and the AI boom. Learn more about your ad choices. Visit podcastchoices.com/adchoices
We dive into the top-performing AI and Electrification ETFs. (1:30) - What Are Super Cycles And How Can You Invest In Them? (8:05) - VistaShares Artificial Intelligence Supercycle ETF: AIS (18:25) - VistaShares Electrification Supercycle ETF: POW (26:30) - Episode Roundup: MU, AMD, MRVL, POWL Podcast@Zacks.com
Former Federal Reserve Chairman Alan Greenspan has passed away at the age of 100, leaving behind a massive, complex economic legacy. Does his most famous warning about the economy perfectly describe the market we are living in right now? Chief Market Strategist for ProCap Financial Phil Rosen joins Lou Basenese to discuss Greenspan's nearly 19-year tenure steering the economy and whether his iconic “irrational exuberance” warning is fitting for today's volatile markets and the AI boom. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Former Federal Reserve Chairman Alan Greenspan has passed away at the age of 100, leaving behind a massive, complex economic legacy. Does his most famous warning about the economy perfectly describe the market we are living in right now? Chief Market Strategist for ProCap Financial Phil Rosen joins Lou Basenese to discuss Greenspan's nearly 19-year tenure steering the economy and whether his iconic “irrational exuberance” warning is fitting for today's volatile markets and the AI boom. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Matt and Nic are back for a week of news and deals. In this episode: The Tartan Army takes over Boston Europeans are shocked that American infrastructure works STRC falls into the low $80s STRC's liquidation cascade mechanics What are Saylor's options now? Is the US right to put the brakes on Fable? Will open weight models puncture the AI boom? Are we living in a vulnerable world? Kristin Gillebrand's son raises $30m for a perps exchange Make sure your tokenized equity provider has the equity Why aren't publishers doing pay per content Content mentioned: Nick Bostrom, The Vulnerable World Hypothesis
Finished a jog on the high plains near South Pass, Wyoming, where there's a lot of history. Standing near the old Oregon and Mormon trails, I look at the remnants of the 1800s gold rush to draw parallels to the current AI boom.
Merryn Somerset Webb and Bloomberg Opinion columnist and senior markets editor John Authers discuss how SpaceX’s market debut has highlighted the hidden risks of passive investing, from index concentration to the growing influence of benchmark providers. They also assess new Fed Chair Kevin Warsh’s first policy signals and debate whether today’s AI boom is a bubble—and what could bring it to an end.See omnystudio.com/listener for privacy information.
CNBC's Senior Markets Commentator—and the show's first-ever repeat guest—on short selling, AI spending, market concentration, and why the bar is high for what's been working to keep working.Episode OverviewIn this episode of The World According to Boyar, Jonathan Boyar welcomes back CNBC Senior Markets Commentator Michael Santoli—the first repeat guest in the show's history, following his December 2020 appearance in the thick of COVID. Drawing on more than three decades covering Wall Street, Santoli breaks down his now-memorable on-air clash with Ryan Cohen over GameStop's bid for eBay, the return of meme-stock speculation, and the question hanging over everything: Is this market 2021, 1999, or something genuinely new?From AI capital spending and extreme market concentration to whether value and equal-weight stocks are finally due to lead, Santoli argues that today's extremes do not yet match the dot-com peak. But, as he puts it, being told by your doctor that “you're not literally the most unhealthy patient I've had in 30 years” does not mean “you're in great shape.” It's a clear-eyed, historically grounded read on the enduring mix of speculation and investment—what Santoli, invoking Buffett, calls “a casino attached to a church.”Key Topics Covered:Short sellers and the chilling effect: Why short selling is one of the most treacherous games in investing, the “alpha shorts” many hedge funds use, and why even legitimate short sellers have gone quiet.The Ryan Cohen/GameStop showdown: The backstory behind a tense, revealing on-air exchange over GameStop's bid for eBay—and what Santoli believes the Chewy-to-GameStop record reveals.2021, 1999, or both? The retail-trader empowerment of 2021, the narrow-leadership echoes of the dot-com peak, and Santoli's “unhealthy patient” analogy for today's market froth.AI spending and the hardware food chain: Why Santoli suspects the AI hardware complex may be overearning—and whether greater efficiency could eventually undermine today's hardware economics.Market concentration, reconsidered: Why a top-heavy S&P 500 may matter less than people fear—and how the bull case quietly shifted from “asset-light cash machines” to “asset-heavy, invest now, reap later.”Will value and equal weight finally lead? Why durable rotations do not happen “at a full gallop,” and what the October-to-February broadening did—and did not—prove.Why he doesn't pick stocks: How being restricted from owning individual securities became “liberating,” his “voluntary tax on the arrogant” take on sports betting, and his philosophy of staying involved while keeping expectations in check.The evolution of his CNBC role: From appearing on CNBC as a Barron's contributor to becoming a market “color commentator” and co-anchor of Closing Bell: Overtime—and where financial media is heading as the business shifts toward digital.The underreported story: The slow-moving demographic and global-population shifts—and the possibility that the Iran episode accelerates investment in renewables—that Santoli believes investors may be overlooking.About Michael Santoli:Michael Santoli is co-anchor of CNBC's Closing Bell: Overtime and the network's Senior Markets Commentator, with more than three decades of experience covering Wall Street. He began his career at Investment Dealers' Digest before moving to Dow Jones Newswires. He later spent 15 years as a columnist and feature writer at Barron's, where he wrote the Streetwise column, and was a Senior Columnist at Yahoo Finance before joining CNBC in 2015. A graduate of Wesleyan University, he lives in New York City.Unlocking Investment Opportunities Since 1975At the Boyar Value Group, we've dedicated nearly five decades to the pursuit of value on behalf of our clients. Founded in 1975, our firm has earned a reputation as a trusted source for uncovering undervalued opportunities in the stock market.To find out more about the Boyar Value Group, please visit www.boyarvaluegroup.com
David McAlvany talks about how the AI boom is impacting the gold market as futures trade nearly 25% below all-time highs. He turns elsewhere in the commodity space by offering his outlook for crude oil as the U.S. and Iran sign a memorandum of understanding. ======== 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
The numbers tell one story. The forces behind them tell a far more interesting one. In this mid-year edition of This Year Next Year, Kate Scott-Dawkins unpacks a forecast that has been significantly upgraded since December — not in spite of geopolitical turbulence, but in some ways because of it. From the AI investment cycle reshaping advertiser behaviour across every category, to a new advertising channel that could scale faster than anything the industry has ever seen, to the uncomfortable questions about what ad-funded platforms owe the people they serve — this is the episode that sets the agenda for the next 18 months.Key Topics DiscussedWhy global ad growth has been upgraded to 9% — and what it says about the structural resilience of the industry in a world of conflict, inflation, and fractured consumer confidenceThe Gold Rush analogy at the heart of the forecast — and why California is, once again, at the centre of it allGenerative Search: the brand new channel that could hit $100B by 2030, making it the fastest-scaling advertising format ever measuredWhy social media is now the single largest ad channel globally — and what threatens that dominance from 2027 onwardRetail media's quiet takeover: how commerce advertising overtook all of television in 2025, and what agentic commerce does to that equation nextThe streaming crossover: why 2026 is the year US streaming finally surpasses linear in national TV ad revenueOut-of-Home's unlikely staying power — and what it reveals about the limits of algorithmic mediaCourts, platforms, and product liability: how two landmark 2026 rulings could fundamentally reshape the economics of social mediaThe effervescence paradox — why people are retreating into AI-mediated solitude and simultaneously paying record prices to be in a crowdNew surfaces, no rulebook: the creative opportunity waiting in AR, autonomous vehicles, and ambient computingWhat the forty-niners got badly wrong — and what that means for the choices the advertising industry faces right now00:00 - Introduction and the Gold Rush analogy 02:00 - The upgraded forecast: headline numbers in context 06:00 - Three themes that frame everything else 10:00 - Where the money is moving: a channel by channel breakdown 18:00 - The bigger picture: political, economic, social, and technological forces 32:00 - Regional highlights 35:00 - Closing: Manifest Destiny and the future worth building
In 2024, Meida Marek (her online pseudonym), was a recent college graduate working an entry-level finance job when she started doing the mental math that's fast becoming a rite of passage in such industries: What happens when AI can do this better than I can? So Marek took inventory. She was intelligent and naturally supportive. She was good at talking to people. She likes futurist rabbit holes: AI, biohacking, cryptocurrency, the sort of topics that can turn dinner into a three-hour debate. So she decided to turn that toolkit into a new career—and became an escort. For Marek, it's sex work with a particular angle: high-end companionship for Silicon Valley's most online, most technical clients—often the kind who work in AI or around it. Lately, she's been getting a lot of clients from Nvidia. There are only a handful of women like Marek. And like their clientele, they are also killing it financially. By Anna Tong, Forbes Staff Learn more about your ad choices. Visit megaphone.fm/adchoices
Evan Schlossman of SuRo Capital highlights strong investor appetite for IPOs, pointing to the massive demand for offerings like SpaceX (SPCX) and the expected debuts from OpenAI and Anthropic. He emphasizes the surge in private market capital tied to AI, with firms like Nvidia (NVDA) supporting the ecosystem, and notes SuRo's strategy of investing early in companies like Whoop to capture value before public listings.======== 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
If you're building a startup, there are easier industries to choose than healthcare. Sales cycles are long, regulations are complex, and earning the trust of providers and patients takes years. In this episode, Mayo Clinic Platform Accelerate Director Jamie Sundsbak explains how healthtech founders can improve their odds of success. We discuss what Mayo looks for in founding teams, why the program focuses on product development instead of fundraising, how startups use clinical data and physician feedback to refine AI products, and what healthcare systems are actually buying in today's market. Jamie also shares lessons from reviewing hundreds of startup applications, the founding team profiles that stand out, why some companies gain traction while others stall, and what founders should know before building in one of the world's most regulated industries. Listen to this episode if you're trying to figure out: What Mayo Clinic looks for in healthtech founders How to use customer feedback to improve AI products Why some healthcare startups gain traction while others struggle What health systems are actually buying in the AI boom How to navigate the long road from MVP to clinical adoption Watch on YouTube: https://youtu.be/whrR0IVHEOY RUNTIME 38:35 EPISODE BREAKDOWN (1:39) What Mayo Clinic Looks for in Early-Stage Healthtech Startups (13:31) How Mayo Uses Clinical Data and Physician Feedback to Improve Products (23:50) The Art of Creating Provider FOMO (25:32) The Ideal Healthtech Founding Team (29:29) Why OpenEvidence Won — and What Hospitals Are Buying Today (36:03) Healthcare Is Hard. Here's Why Founders Keep Choosing It Anyway LINKS Jamie Sundsbak Mayo Clinic Platform Accelerate Most U.S. doctors are quietly using this AI tool. Few patients know about it, NBC News, 5/13/2026 SUBSCRIBE
Headlines for June 12, 2026; “New Form of Imperialism”: Renowned U.N. Scientist on AI Boom’s Huge Water, Carbon & Land Footprint; U.S. Attacks Iranian Water Reservoirs Amid “Normalization” of Targeting Civilian Infrastructure; “Cautionary Tale”: NYC’s The New School Guts Faculty & Staff as Colleges Intensify Austerity; Palestinian Activist Mohsen Mahdawi: Trump Admin “Weaponizing Immigration Laws” to Deport Me; “Hell’s Army”: New Film Tracks Russia’s Wagner Group & Rise of Mercenary Armies
Kerry Lutz sits down with Dr. Steve Bonta to discuss the growing intersection of geopolitics, artificial intelligence, and economic change. They examine rising tensions with Iran, potential disruptions to global energy markets, and instability in Venezuela and Cuba. The conversation then shifts to AI's rapid evolution, comparing today's technology boom to the early days of the internet. Bonta explains how AI is already transforming industries ranging from law and government to medicine and scientific research, while also creating new challenges involving fraud, surveillance, and regulation. They also explore the infrastructure demands of AI, including the growing need for energy, water, and advanced computing power. While both see enormous potential for innovation and productivity, they caution that the technology's long-term impact will depend on how society manages its risks and opportunities. Find Steve here: https://thenewamerican.com/author/steve-bonta/ Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe Kerry's New Book "The Armstrong Economic Code: The 5 Truths Investors Must Never Forget" is out now on Amazon! Get your copy here: https://a.co/d/bvYbZOz "The World According to Martin Armstrong – Conversations with the Master Forecaster" is a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5
Morgen and Pierre discuss how the AI boom is related to the Bitcoin bear market and the role of bitcoin treasury companies.
On today's show: Headlines “New Form of Imperialism”: Renowned U.N. Scientist on AI Boom's Huge Water, Carbon & Land Footprint U.S. Attacks Iranian Water Reservoirs Amid “Normalization” of Targeting Civilian Infrastructure “Cautionary Tale”: NYC's The New School Guts Faculty & Staff as Colleges Intensify Austerity Palestinian Activist Mohsen Mahdawi: Trump Admin “Weaponizing Immigration Laws” to Deport Me “Hell's Army”: New Film Tracks Russia's Wagner Group & Rise of Mercenary Armies Democracy Now! is a daily national independent award-winning news program, hosted by journalists Amy Goodman and Juan Gonzalez. The post Democracy Now! – June 12, 2026 appeared first on KPFA.
#865: Neal and Toby talk about how inflation is heating up to the highest pace in three years. Plus, a whole bunch of FIFA World Cup news and how escorts are cashing in on the AI boom over in Silicon Valley. Hit TV shows are taking much longer in between seasons. Why Gen Z and Millennials looove waiting in lines for their trendy food spots. Finally, Rivian finally delivers its R2 model and the first trailer of the much-anticipated ‘The Social Reckoning' drops. To learn more visit https://www.sage.com/morningbrew Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow This is a paid advertisement. Today's episode of the Morning Brew Daily Show is brought to you by Sage — a trusted global provider and leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses. The following commentary reflects general information about Sage and its products. Specific features, capabilities, and availability may vary by product, region, and customer requirements. To find out more, visit sage.com/morningbrew. Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Investing involves risk. Not investment advice. Agentic Brokerage is an AI-powered conversational tool that allows you to enter instructions for a set of self-directed, recurring transactions (your “Agent”) for your account. Outputs from Agentic Brokerage are provided for informational and illustrative purposes only, and should not be considered investment recommendations or advice. Complete disclosures available at public.com/disclosures. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. Learn more about your ad choices. Visit megaphone.fm/adchoices
SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWall Street couldn't be in love more with all things AI.But what it's missing is that the buildout for AI requires a lot more commodities. A TREMENDOUS amount more.Right now Wall Street is underpricing the coming boom in hard assets. Once it realizes its error, commodities will enter a super boom predicts Tavi Costa.#commodities #ai #copper _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.
“The same creative and political forces that gave rise to [San Francisco's] boom nearly engineered its collapse.” — Jonathan Weber In Hitchcock's Vertigo, the quintessential San Francisco movie, the villain points to an old painting of the city and tells Jimmy Stewart that San Francisco has changed. The real city has been lost, he says. Somebody has stolen San Francisco's soul. The veteran tech journalist Jonathan Weber is the latest writer to search for that soul. In City on the Edge: Technology, Politics, and the Fight for the Soul of San Francisco, Weber bemoans the disappearance of the real San Francisco — the city not just of the Beats and the Counterculture but also of ordinary teachers and policemen. We've had thirty years of boom, bust, and Big Tech. The ordinary folks of San Francisco have been replaced by a new class of tech bros. In 1992, just 2% of San Franciscans worked in tech. By 2019 it was 35%. As a longtime San Franciscan, Weber had a front-row seat on the dot-com mania, the rise of social media, Uber and Airbnb, the pandemic's great emptying of downtown, and now the AI boom driven by the San Francisco-based Anthropic and OpenAI. In City on the Edge, Weber argues that the same creative and political forces that gave rise to the boom — the counterculture's anarchic spirit, the city's love affair with eccentricity, the tech industry's utopian self-belief — also engineered its near-collapse. Digital vertigo, so to speak. Once again somebody has stolen San Francisco's soul. Five Takeaways • From 2% to 35%: The Numbers Behind the Transformation: In 1992, just 2% of San Francisco workers were in tech. By 2019 it was 35%. The book traces how this happened: a city economically troubled in the early 1990s, still reeling from AIDS and the 1989 Loma Prieta earthquake, with its manufacturing base gone and its corporate headquarters thinning out. Into this vacuum came a group of free-thinking technologists immersed in the city's creative counterculture. They invented the contemporary internet. What followed was one of the most rapid urban transformations in American history. • The Cacophony Society and the Founding of Burning Man: Before the tech boom, San Francisco in the early 1990s had a remarkable underground culture. Weber writes about the Cacophony Society — the group of anarchic free spirits who effectively founded the Burning Man festival. The Cacophony Society emerged from the counterculture of the 1960s through various evolutions — Situationist pranks, urban exploration, radical creativity. Burning Man began as their annual trip to the Black Rock Desert. The spirit of that founding: go somewhere, build something, be someone different, leave no trace. That spirit was the soul of the city too. • The City of Nostalgia: Always Believing Yesterday Was Better: Weber takes his Vertigo reference seriously. San Francisco is structurally a city of nostalgia — people arrive with a fixed idea of what the city is, and it inevitably becomes something different. The gap between the idea and the reality generates permanent mourning. This is not unique to San Francisco — Trump has built a presidency on the idea that things were better in the 1950s — but it is intensified here by the height of the hopes people bring. The city means something bigger than itself. That is both its greatest asset and its permanent wound. • The AI Boom and the Coming IPO Earthquake: The current AI boom is, in Weber's reading, likely to be the largest yet. OpenAI and Anthropic are both based in the city. When those IPOs happen, San Francisco real estate — already rising 25–50% in some neighbourhoods, Andrew notes — will go, in Weber's words, “really, really crazy again.” Hundreds of thousands of millionaires will be created overnight. The city is gradually becoming uniformly wealthy. Some of the old tensions may be less intense for that reason. But Weber does not think the cycles are over. The current boom will bust, as all booms do. What comes next is the question. • Burning Man, the Internet, and the Future of Cities: Weber ends the book at Burning Man. His closing observation: when the internet arrived on the playa, Burning Man lost the sense that it was a separate world — a place where you could be a different person, because nothing from your regular life could reach you. Now everyone has a phone. The privacy is gone. The sense of separation is gone. For cities: part of the power of cities is that they bring people together, and good things arise from that friction. But if technology no longer requires you to be in the same place, cities become less essential. What is the future of the city in the age of technology? Weber doesn't have a tidy answer. Neither does anyone else. About the Guest Jonathan Weber is a veteran technology journalist and the author of City on the Edge: Technology, Politics, and the Fight for the Soul of San Francisco (Atria Books, June 9, 2026). He was the founding editor-in-chief of The Industry Standard, former editor-in-chief of the San Francisco Standard, and covered the technology industry for the Los Angeles Times. He lives in San Francisco. References: • City on the Edge: Technology, Politics, and the Fight for the Soul of San Francisco by Jonathan Weber (Atria Books, June 9, 2026). • David Talbot, Season of the Witch: Enchantment, Terror, and Deliverance in the City of Love — referenced in the conversation; Weber's recommended companion read on 1970s San Francisco. • Ezra Klein and Derek Thompson, Abundance — referenced in the closing exchange. • Joan Didion, Slouching Towards Bethlehem — the opening epigraph to Weber's book, referenced in the conversation. • Alfred Hitchcock, Vertigo (1958) — Andrew's reference; the film's own meditation on San Francisco as a city of nostalgia. About Keen On America Nobody asks more awkward questions than the Anglo-American writer and filmmaker Andrew Keen. In Keen On America, Andrew brings his pointed Transatlantic wit to making sense of the United States — hosting daily interviews about the history and future of this now venerable Republic. With nearly 2,900 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting. WebsiteSubstack
A Forbes investigation by Anna Tong put a number on something Silicon Valley wasn't talking about: a small group of high-end escorts charging AI founders thousands an hour, and selling intellectual conversation about GPUs, crypto, and longevity alongside the sex.This episode breaks down the reporting and the economics behind it. The rates are the headline. Aella, an escort and self-described data scientist, charges $6,000 an hour, the highest rate in the piece, and is credited with coining the "nerd-first" label. Meida Marek charges $3,500 an hour and says she's booked months out. Talia Sable, a former programmer who lists Dungeons & Dragons and supply chain logistics among her interests, charges $3,000. Forbes cites figures up to $23,000 a day and $30,000 a weekend, where five years ago it was rare to charge more than $1,000 an hour.The why is the part worth sitting with. It's a lens on how the AI gold rush is reshaping social life in the Valley, where founders raising at huge valuations and working 100-hour weeks deprioritize ordinary relationships, and a market fills the gap with transactional intimacy that doubles as founder therapy.There's also a labor angle that ties this directly to the AI story. Marek left an entry-level finance job because she grew anxious that AI would automate her career, then pivoted to a relational skill she figured a model couldn't replicate. We cover that bet, whether it holds, and the obvious risks around discretion when founders talk freely in private.A note on the numbers: most of these rates are self-reported marketing, and people in adjacent corners of the industry have publicly called them inflated. Treat them as claimed, not audited.Silicon Valley AI boom, nerdy escorts, intimacy as a service, AI founders, Aella, Meida Marek, Anna Tong Forbes, AI economy, automation, future of work, tech wealth.
This week on Market Mondays, we broke down everything from the Knicks' impact on MSG stock to the future of AI, Bitcoin, ETFs, and the biggest opportunities shaping the next decade.We discussed why market volatility creates opportunity, what Trump's latest AI comments could mean for investors, OpenAI IPO speculation, the AI race with China, and whether Bitcoin's long-term thesis remains intact. We also covered BlackRock's ETF strategy, Ethereum's role in tokenization, the rise of one-click portfolios, and why Eli Lilly just joined the trillion-dollar club.Plus, we gave our thoughts on SpaceX IPO rumors, CrowdStrike's pullback, Marvell's momentum, MicroStrategy's Bitcoin strategy, and how to build a portfolio designed to win in the AI era. If you're serious about investing, wealth building, and staying ahead of market trends, this is an episode you don't want to miss.#MarketMondays #Investing #StockMarket #Bitcoin #AI #ArtificialIntelligence #OpenAI #BlackRock #Ethereum #ETFs #TechStocks #WealthBuilding #Finance #InvestingEducation #earnyourleisureAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
The parallels to the Ghost Cities of China are eerily similar to the AI Data Center Boom in America. Ludvig von Mises' key insight into this area is that REAL RESOURCES are redirected in a CENTRAL PLANNING manner, which steers resources away from consumer lines of consumption into long-term investment plans that are too big to finish given the demand that comes from consumers. This distortion in the structure of production leads to a MAJOR HEART ATTACK in the economy that results in liquidation and re-allocation of resources back toward consumer preferences.More Perfect Union Production - Data Centershttps://www.youtube.com/watch?v=wLX_w0TtBpY
Lumentum CEO Michael Hurlston joins The Rundown to explain why fiber optics have become one of the most important pieces of the AI infrastructure boom. He breaks down how AI data centers are shifting from copper to optical networking, why hyperscalers like Amazon, Microsoft, Google, and NVIDIA are driving unprecedented demand, and what makes Lumentum's laser technology so difficult to replicate. Michael also shares his perspective on NVIDIA's investment in the company, the risk of another fiber bubble, and why he believes AI infrastructure spending is still in its early stages. Plus, we discuss the next big trend in networking: co-packaged optics and the future of AI connectivity.
AI gets all the headlines, but the data centers behind it don't run without fuel. Natural gas is a huge part of that story, and so is the land underneath it. Peter Snell, founder and CEO of PetroVybe, joins Brent and Khalil to explain how he's building a natural gas company designed for the AI era from the ground up.They dig into why so much Permian gas stays trapped, why PetroVybe operates where the infrastructure already exists, and how a 10-year asset strategy gets built one acquisition at a time. Peter also breaks down how landmen can use AI as a daily planning tool, what data center developers keep getting wrong about mineral rights and right of way, and why planning for failure is part of the model. It's a practical look at where energy, technology, and land work all meet.Key Timestamps01:06 - Why Data Centers Matter04:12 - PetroVybe Origin Story08:02 - Permian Gas Bottlenecks15:40 - Building a 10-Year Asset Base20:14 - AI Limits and Landman Playbook32:32 - Data Centers Land Pitfalls40:42 - Ten-Year Pivots And Stewardship47:01 - AI Future Trades Wrap UpMemorable Quotes"AI centers don't exist without fuel, and I think that's often missed in the public eye." — Peter"AI's not here to take your job. AI's here to make your job easier so we can do more with you and not hire five more landmen." — Peter"A landman is not going anywhere." — Brent"Get comfortable with being uncomfortable with learning about those new things." — PeterKey TakeawaysAI data centers run on natural gas. The public conversation focuses on AI capabilities, but the compute can't run without fuel. Natural gas is core to powering the buildout, and that puts land and mineral work at the center of the story.The Permian has gas, but it's trapped. The infrastructure is built for oil, not gas, so much of the supply can't reach market profitably. PetroVybe operates in South and East Texas where the takeaway capacity actually exists.East Texas land is a people business. Heirship, complicated title, smaller parcels, and hundreds of mineral owners per project make East Texas a different challenge than the contract-driven Permian. That complexity is exactly where landmen add value.Landmen can use AI as a daily planning tool. Feed Claude or ChatGPT your local context, test it against the macro trends, and build a 30-day, 12-month, and 24-month plan. The goal is to understand the connection points, not become an expert in everything.Data center developers keep skipping the land work. Sites get bought without checking mineral exposure, interconnection queue status, or right of way. The deal looks easy until the dirt underneath turns into a problem.About Our GuestPeter Snell is the founder and CEO of PetroVybe, a natural gas development company built for the AI era. After more than a decade as a management consultant and business fixer, Peter moved into oil and gas and now leads a team focused on natural gas, long-term investor protection, and biblical stewardship.Help us improve our podcast! Share your thoughts in our quick survey.ResourcesPBLA (Permian Basin Landmen's Association)Texas Tech University Energy Commerce ProgramNeed Help With A Project? Meet With DudleyNeed Help with Staffing? Connect with Dudley StaffingStreamline Your Title Process with Dudley Select TitleWatch On YouTubeFollow Dudley Land Co. On LinkedInHave Questions? Email usMore From Our GuestPeter Snell, Founder & CEO of PetroVybeConnect with Peter on LinkedInMore from Our HostsBrent on LinkedInKhalil on LinkedIn
This episode features a large news slate: Tech's S&P 500 dominance sparks concentration fears, JPMorgan's Dimon to make personal pitch for SpaceX IPO, Nvidia CEO highlights 'insanely profitable' AI returns. QOFTW Rapide firehttps://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support. Thank you for listening.
Fox Business host Taylor Riggs joins Marc Cox and Dan Buck to discuss the latest economic data, record stock market highs, artificial intelligence's impact on investors, and the ongoing debate over whether AI is a bubble or a transformational technology. Riggs also breaks down corporate migration from California, the state's evolving political landscape, billionaire success stories, and how developments in Iran could affect energy markets and American consumers.
Gary Gensler, former Chairman of the U.S. Securities and Exchange Commission, discusses regulating massive IPOs as we look ahead to SpaceX and Anthropic to debut. He speaks with host Romaine Bostick. See omnystudio.com/listener for privacy information.
Investment-grade debt issuance fueled by hyperscalers continues at a record pace, and a new wave of AI-related IPOs—including filings and preparations by Anthropic, OpenAI and SpaceX—is cause for cautious optimism among investors and corporates. Despite persistent market volatility and geopolitical uncertainty, strong investor demand is creating opportunities for companies both within and beyond the AI ecosystem, according to Sidney Dillard, partner and head of corporate investment banking at Loop Capital.In the latest episode of NeuGroup's Strategic Finance Lab podcast available on Apple and Spotify, she discusses with NeuGroup's Justin Jones why investment-grade debt markets remain resilient, how private capital is changing the IPO equation and what treasury teams should be doing now to stay prepared.In the podcast, Ms. Dillard discusses:The strong pace of investment-grade debt issuance, supported by healthy demand and financing needs tied to AI infrastructure, M&A and refinancing activity.Why hyperscaler debt issuance is not necessarily crowding out other issuers.The opportunity provided by private capital, allowing many firms to stay private longer while still accessing growth capital and liquidity.How treasury teams should think about timing market access amid geopolitical uncertainty and market volatility.Loop Capital's approach to helping clients manage both financing and investment needs.
SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Tuesday, June 2nd. Links Dan Loeb Touted Semiconductors As The 'Most Attractive Sector' In AI Boom— But His Nvidia Sell-Off Tells A Different Story: https://www.benzinga.com/markets/equities/26/06/52933067/dan-loeb-touted-semiconductors-as-the-most-attractive-sector-in-ai-boom-but-his-nvidia-sell-off-tells-a-different-story Rosenberg Research: https://www.rosenbergresearch.com/ A Guide to the Circular Deals Underpinning the AI Boom: https://www.bloomberg.com/graphics/2026-ai-circular-deals/?ai=eyJpc1N1YnNjcmliZWQiOnRydWUsImFydGljbGVSZWFkIjpmYWxzZSwiYXJ0aWNsZUNvdW50IjowLCJ3YWxsSGVpZ2h0IjoxfQ== -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to Daily Global #News from Grecian Echoes WNTN 1550 AM-Iran suspended peace talks yesterday, Trump said the talks continue "at a rapid pace." - Lebanon says there cease fire - Trump backs down $1.8B fund - Claude is going IPO for $1 Trillion
Listen to Daily Global #News from Grecian Echoes WNTN 1550 AM-Iran suspended peace talks yesterday, Trump said the talks continue "at a rapid pace." - Lebanon says there cease fire - Trump backs down $1.8B fund - Claude is going IPO for $1 Trillion
Charles Schwab's Michelle Gibley says global growth is improving thanks to the AI CapEx boom and the manufacturing industry. The sustainability of stock gains is the big question Michelle has when looking at forward expectations. She notes foreign investors selling for eight straight weeks as a short-term headwind for South Korea as SK Hynix and Samsung surge overseas. Michelle adds that China offers an interesting AI set up as global markets continue to bolster their AI capabilities. ======== 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
Computex in Taiwan is putting the spotlight on the companies building the hardware behind the AI boom. One of those companies is Perplexity, which took the stage with Intel to unveil the world's first "hybrid local/server agentic inference orchestrator." Perplexity CEO Aravind Srinivas joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."See omnystudio.com/listener for privacy information.
Send us Fan MailIn this exclusive investor panel clip, a frontier tech investor explains where smart money may flow after AI giants like OpenAI and SpaceX reached massive valuations.If trillion-dollar AI plays feel crowded, where is the next wave? His answer: humanoid robotics, plus emerging opportunities in robotics cybersecurity hardware and AI-powered infrastructure.He breaks down why many investors wait until markets show traction but before full institutional saturation — the sweet spot between early risk and late-stage pricing.Topics Covered:✅ How to invest before institutions pile in✅ Why trillion-dollar AI names may be too crowded✅ The next $10B–$50B opportunity sectors✅ Why humanoid robotics is still early✅ Robotics cybersecurity hardware plays✅ Quantum computing & nuclear trends ahead✅ Smart investor timing strategies explainedIf you invest in AI, venture capital, private equity, robotics, or future technology, this is a must-watch.
Texas is rapidly becoming the epicenter of AI infrastructure and data center development, but how do we balance innovation with energy reliability, water conservation, and responsible growth?In this episode of Data Center Revolution, host Kirk Offel sits down with Texas State Senator Bob Hall to discuss the future of data centers in Texas, the realities behind common public concerns, and how policymakers and industry leaders can work together to ensure responsible development.Senator Hall brings a unique perspective as a U.S. Air Force veteran, engineer, and Texas legislator, offering insights into how innovation and public policy can align to support long-term growth.For more about us: https://weareoverwatch.com/data-center-revolution-podcast/For guest inquiries reach out to: podcasts@weareoverwatch.com
On this episode of Market Matters, Shay Boloor, Chief Market Strategist at Futurum Equities, breaks down Big Tech and the AI trade. He explains why AI didn't kill Google's search business, examines the next potential waves of the AI boom, and gives an inside look at the life of a market strategist. Shay also recaps some of his best market calls, including Palantir (PLTR) and Digital Ocean (DOCN).======== 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
Texas is projected to become the leading data center hub and market by 2030. Whatever your concerns—whether it's about growing AI demand, the power grid being overburdened, you don't want hundreds of diesel generators in your backyard, you don't want to subsidize the richest companies in the world, or you don't want communities waning water supplies to be wasted—it's top of mind for most Texans. To break down the big tech boom, we are joined in this two-part pod by Public Citizen Clean Energy Advocate DeeDee Belmares, Texas Environmental Justice Advocacy Series (TEJAS) Staff Member Cain Trevino, and Austin Chronicle Staff Writer Sammie Seamon.Learn more about Public Citizen at https://www.citizen.org/tags/texas/.Learn more about TEJAS at https://www.tejasbarrios.org/.See Sammie Seamon's article on data centers in the Austin Chronicle at https://www.austinchronicle.com/news/how-data-centers-are-eating-up-rural-texas/.See a map of proposed and current data centers in Texas at https://ft.maps.arcgis.com/apps/instant/sidebar/index.html?appid=fdb7678fb2e345eb8b0a3a49971240c4General resources on data centers: https://docs.google.com/document/d/143tA8XVh7de9MD2GBiKQ3BcMFqeonlqx7EsoIy_olfQ/edit?tab=t.kiqp4d9nyakbGrab your very own “Fuck social media, marry free press, kill AI” merch here: https://austin-chronicle.mybigcommerce.com/f-ck-marry-kill-shirt/ Thanks for listening! Learn more about Progress Texas and how you can support our ongoing work at https://progresstexas.org/.
The class of 2026 is the most AI-native group of graduates to come out of college, with ChatGPT debuting their freshman year. WSJ's Allison Pohle reports on how this cohort used AI in school and what future employers expect from them. And we hear from various college students and recent graduates about their hopes and fears when it comes to AI and their careers. Ryan Knutson hosts. Further Listening: - AI Is Coming for Entry-Level Jobs - 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
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Companies are reconsidering their AI spend after token consumption explodes 2) Is this a widespread issue or a big deal made out of a few companies? 3) The bigger problem: only 18% of tokens are spent on things that ship. 4) Are investment decisions being made due to unrestrained tokenmaxxing? 5) The circular investment problem is real 6) A look at the memory chip boom 7) Anthropic passes OpenAI as the world's most valuable startup 8) Robinhood let's your favorite chatbot trade for you 9) Should you connect your gmail to ChatGPT? 10) Would you get your house cleaned for free if the cleaner videotaped it for training data? Join us for the Big Technology AI Summit: https://summit.bigtechnology.com --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices
#855: The AI boom is causing a housing divide in the Bay Area. Robinhood releases an AI agent that can trade for you and even buy stuff with your credit card. Airbnb and Uber are competing to be the top travel super app. Neal's numbers on a honey production shortage, pickleball fever slows down, and films are more likely to star a man named Chris than an older woman. Finally, Drake beats Michael Jackson for most No. 1 hits by a solo artist. Learn more at Linkedin.com/MBD Sign up to join our trivia night! https://mbdtrivianight-june2026.splashthat.com/ Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
AI was supposed to cure disease, solve climate change, and usher humanity into a futuristic utopia. Instead, some people are now asking ChatGPT if they should cheat on their spouse with their Pilates instructor. In this episode, I dive into Alessandra Ram's incredible Wired article, “Meet The Sad Wives of AI,” and explore the strange psychological fallout of the AI boom: founders treating chatbots like children, relationships collapsing under nonstop “vibe coding,” and people outsourcing emotional intimacy to machines that endlessly validate them. We unpack why this tech boom feels different from the Gold Rush or dotcom era, why AI may be more psychologically dangerous because it talks back, and what happens when the people building “human connection” tools stop connecting with actual humans.Subscribe to The Zach Show 2.0 to gain early access to all future episodes, exclusive AMAs, the ability to suggest guest questions, bonus content, and more: https://thezachshow.supercast.com/The Zach Show Links: The Zach Show 2.0: https://thezachshow.supercast.com/Spotify: https://spoti.fi/3zaS6sPYouTube: https://bit.ly/3lTpJdjInstagram: https://www.instagram.com/auxoro/TikTok: https://www.tiktok.com/@zachshowpod Website: https://www.auxoro.com/Substack: https://thezachshow.substack.com/If you're not ready to subscribe to The Zach Show 2.0, rating the show on Spotify or Apple Podcasts is free and massively helpful. It boosts visibility, helps new listeners discover the show, and keeps this chaos alive. Thank you: Rate The Zach Show on Spotify: https://bit.ly/43ZLrAtRate The Zach Show on Apple Podcasts: https://bit.ly/458nbha
What does it mean to be at the “foothills of the singularity”? That’s how DeepMind CEO Demis Hassabis ended his speech at Google I/O, prompting questions and scratched heads. Oz and Reed Albergotti (Semafor) attempt to dissect the meaning behind Hassabis’s confounding statement. They also discuss why so many commencement speakers are getting booed by college graduates after bringing up AI, and what it means for SpaceX, Anthropic, and OpenAI to all be heading towards an IPO. Then, Oz sits down with David Webster, Head of UX at Google Labs, for a deeper look at the products Google unveiled at their annual developer conference of the year. Additional Reading: DeepMind founder Demis Hassabis on what Google AI products say about ‘singularity’ | Semafor A Guide to Commencement | Semafor SpaceX, Anthropic and OpenAI’s Sprint to Go Public Defines the AI Boom’s Big Day - WSJ Former Google CEO Eric Schmidt was booed | Strait Times IG Subscriber Q&A: Live @ Google I/O - by Alex Heath - Sources Download SAILY in your app store and use our code techstuff at checkout to get an exclusive 15% off your first purchase! For further details go to https://saily.com/techstuffSee omnystudio.com/listener for privacy information.
Plus: France to pour over $1 billion into quantum tech race. And Meta joins other platforms in settling lawsuit over social-media harms on youth. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
The market is buying everything AI related, but that love doesn't extend to this year's college graduates or the localities seeing data centers go up. We discuss the pushback to AI that many in Silicon Valley didn't see coming. Plus, we give a peak at retail earnings and the drama in Lululemon's board room. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - AI's unexpected local pushback - Previewing retail earnings - Lululemon's drama Companies discussed: Lululemon (LULU), Nike (NKE), Target (TGT), Walmart (WMT), Home Depot (HG), TJX Companies (TJX). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Hello friends, I am writing to inform you all that this is the last show of the week! That means the weekend is swiftly approaching! Get outside and have a day! Feel that sun shine down on you! YOU DESERVE IT! Learn more about your ad choices. Visit podcastchoices.com/adchoices
Hello friends, I am writing to inform you all that this is the last show of the week! That means the weekend is swiftly approaching! Get outside and have a day! Feel that sun shine down on you! YOU DESERVE IT! Learn more about your ad choices. Visit podcastchoices.com/adchoices
P.M. Edition for May 13. OpenAI has for years been the major AI company, with ChatGPT dominating with users and in the discourse. But as WSJ reporter Kate Clark tells us, new data indicates that Anthropic has taken its crown—though keeping it is far from a sure thing. Plus, the Senate has voted to confirm Kevin Warsh as the new chair of the Federal Reserve by the tightest margin since 1977, when a vote was first required. And new data from the CDC shows that the number of drug overdose deaths in the U.S. fell for the third year in a row, a sign that the country might be emerging from the opioid epidemic. Journal reporter Jen Calfas discusses what's driving the decline. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
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