Podcasts about ai boom

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.

#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.

Jeremy Cordeaux returns to the Garage Edition of The Court of Public Opinion with a wide-ranging commentary on politics, healthcare, taxation, government spending and the growing pressures facing everyday Australians. Jeremy questions Anthony Albanese's collapsing popularity, attacks South Australia's hospital ramping crisis, examines whether government subsidies are driving up healthcare and childcare costs, and argues that excessive taxation is fuelling Australia's booming illegal cigarette market. He also discusses union demands for shorter work weeks amid the rise of artificial intelligence, concerns about wage-price inflation, South Australia's growing debt burden, controversial tree removals for major events, speculative investment in artificial intelligence companies and the increasing visibility of homelessness on Adelaide streets. As always, Jeremy combines political commentary, economic observations and historical reflections in another thought-provoking Garage Edition. Topics Discussed Anthony Albanese's declining popularity Opinion polls and political trends South Australia's hospital ramping crisis Medicare and healthcare affordability Private health insurance rebate changes Childcare costs and government subsidies Illegal cigarettes and tobacco taxation The Laffer Curve and tax avoidance ACTU and Sally McManus comments on AI Productivity versus shorter work weeks Fair Work wage increases Wage-price inflation concerns South Australia's Aboriginal Voice election State budget debt blowout Government bureaucracy and spending Anti-Slavery Commissioner role AI investment boom and market speculation Adelaide tree removals for major events Economic development versus event spending Homelessness in Adelaide See omnystudio.com/listener for privacy information.

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.

Broadcom heads into an earnings report after a four-day rally that added about $280 billion to its market value. The company supplies high-speed networking chips for AI data centers and designs custom silicon for large customers, and previously forecast roughly $11 billion in AI revenue for fiscal 2024. Broadcom closed its $69 billion purchase of VMware in November 2023 and has shifted VMware offerings to subscriptions, drawing attention to renewals and adoption. Prior guidance in December 2023 called for about $50 billion in fiscal 2024 revenue and around $30 billion in adjusted EBITDA, and a 10-for-1 stock split in July 2024 increased liquidity. Investors will watch order visibility, backlog, segment mix, margins, and comments from CEO Hock Tan and CFO Kirsten Spears on hyperscaler demand and software retention. Broader implications include AI deployment timelines, vendor selection, and total cost of ownership for hybrid infrastructure as VMware pricing evolves.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

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

① Brazil's foreign minister is on a visit to China. Is China-Brazil partnership becoming globally important? (00:53) ② Driven by soaring demand for semiconductors and AI servers, South Korea's exports recorded the fastest growth since 1984 in May. We explore how South Korea is benefiting from a global AI boom. (13:38) ③ What is motivating Peter Magyar, Hungary's new prime minister, to try to remove the country's president from office? (24:55) ④ Chinese sportswear brand Li-Ning has signed a long-term partnership with NBA star Stephen Curry. How could this partnership help Li-Ning go global? (33:15) ⑤ What is fueling the emergence of companionship economy in China? (44:10)

Does AI's sky-high valuations stack up, or are we watching another investment bubble take shape?

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/.

Gold and silver investors were treated to another eventful week as physical silver shortages intensified overseas, gold's growing importance in artificial intelligence infrastructure came into sharper focus, and a bizarre FBI investigation uncovered more than $40 million worth of gold bars at the home of a former CIA senior officer. India's silver premiums have surged to nearly 19% above Western benchmarks, highlighting mounting stress in the global physical bullion market and raising questions about future silver price discovery. Meanwhile, new research shows gold demand from AI servers, advanced semiconductors, and mission-critical electronics remains robust despite record-high prices, reinforcing the metal's strategic industrial value. Adding an unexpected twist to the precious metals landscape, federal agents reportedly seized 303 gold bars, $2 million in cash, and dozens of luxury watches from a former intelligence official's Virginia residence. Listen in for a deeper dive into these developing stories and what they could mean for gold and silver investors moving forward.

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

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Despite tensions in West Asia, business activity in India remains strong. Global investors are exploring fresh deals, India Inc has posted its strongest revenue growth in years, and rising fuel prices are pushing more buyers towards electric vehicles. At the same time, AI-driven demand is boosting global chipmakers, GCC hiring is becoming more skill-focused, and affluent Indians are increasingly using AI concierge apps for daily tasks. From monsoon worries and inflation risks to banking probes and tech-driven consumer trends, here's a simple look at the biggest business developments shaping India right now. Tune in for all this and more on this episode of Editor's Pick with Nalin Mehta.

#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

Kan framtidens dator hota hela vår digitala säkerhet? Lyssna på alla avsnitt i Sveriges Radios app. Kvantdatorn har länge beskrivits som nästa stora teknologiska revolution – en maskin som kan lösa problem som dagens datorer aldrig klarar av. Den skulle kunna förändra allt från medicin och materialforskning till artificiell intelligens. Men samma teknik kan också hota den kryptering som skyddar våra bankärenden, lösenord, chattar, journaler och myndighetssystem. Vad finns det som talar för att kvantdatorn faktiskt kan bli ett hot mot vår digitala säkerhet, och hinner samhället ställa om innan det är för sent?Programledare och producent: Jennifer Sjöblom och Wendela AntepohlKällförteckningMedverkandeGöran Johansson - professor i tillämpad kvantfysik vid Chalmers, institutionen för mikroteknologi och nanovetenskapJulia Ravanis - författare och doktor i teknikhistoriaMåns Jonasson - internetexpert på InternetstiftelsenMichael Popoff - senior forskare i bland annan kvantsäkerhet på RISEEdward Parker - fysiker på RAND corporation Andra vi har pratat medPontus Johnson - professor i cybersäkerhet på KTHExperter och presstjänsten hos Polismyndigheten, SÄPO, E-hälsomyndigheten, Försvarsmakten och FOIBöckerQuantum Bullshit - Chris FerrieKvantdatorer - Mikael JohanssonUniversum i din hand - Christophe GalfardKlipp i urvalDen nya ekonomin. Kvantdatorer: det oförklarliga, förklarat.Idéer som förändrar världen: Kvantfysik i praktiken – med Göran JohanssonVetenskapsradion: så funkar kvantdatorn A-kursen i kvantfysik med Julia Ravanis Radiolab: Quantum birds Sveriges Radio: Internets mardröm Sveriges Radio: Kvantfysiken 100 år. The joy of why: What is the true promise of quantum computing? CBS News: Google's quantum computer makes breakthrough Bloomberg Television: Can Quantum Computing Power the AI Boom? Oppenheimer CNET: This crypto threat is closer than expected Källor i urvalChalmers University of Technology: Kvantdatorn: Möjlighet och risker New York Times: Google's Quantum Computer Makes a Big Technical Leap New York Times: Turning Award Goes to Inventors of Quantum Cryptography The Conversation: Five ways quantum technology could shape everyday life ​​The Conversation: New entanglement breakthrough links cores of atoms, brings quantum computers closer Tech monitor: Are harvest now, decrypt later cyberattacks actually happening?Nature: Untangling the challenges of quantum computing PC för alla: Så kommer kvantdatorer revolutionera världen RISE: Kvantteknologi - revolution eller evolution? APS: June/July 1925: Werner Heisenberg pioneers quantum mechanics Forbes: Harvest now, read now: The immediate overlooked risk beneath the PQC discussion CISA: Post-Quantum Considerations for Operational Technology FOI: Militärteknik 2050Quantum: How to factor 2048 bit RSA integers in 8 hours using 20 million noisy qubits Nature: ‘It's a real shock': quantum-computing breakthroughs pose imminent risks to cybersecurity SvD: Varningen: “Q-Day” rycker närmare DI: Kvantdatorer pekas ut som säkerhetshot: ”Bråttom” DI: Statligt institut varnar för ”existentiellt hot” The New Scientist: Quantum experiment settles a century-old row between Einstein and Bohr Wired: The Quantum Apocalypse Is Coming. Be Very Afraid

Hour 4 of the Marc Cox Morning Show closes out the most information-packed morning in conservative radio with a bang. Senator Eric Schmidt sits down to explain Operation Viper's historic crime crackdown, set the record straight on Senate nominee bottlenecks, and deliver confidence on Iran — this president won't sign a bad deal. Then Charles Payne brings the financial firepower, breaking down America's manufacturing renaissance, the AI gold rush that's minting winners in places nobody's looking, and why the SpaceX IPO could be the biggest market event in years. Jimmy Failla brings the laughs and the truth about New York's $6,500 rent nightmare and why Spencer Pratt's LA campaign is more serious than anyone wants to admit. And Jeanine Pirro closes the hour with a bombshell — drone footage proving the government watched Benghazi happen in real time and chose to lie about it. The Marc Cox Morning Show — where the truth always comes out. HOUR HASHTAGS: #MarcCoxMorningShow #Hour4 #EricSchmidt #CharlesPayne #JimmyFailla #JeaninePirro #Benghazi #AI #Manufacturing #SpaceX #NYC #RentControl #OperationViper #Iran #AmericaFirst #ConservativeRadio #PatriotVoices #CommonSense #WakeUpAmerica #Missouri

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

MRKT Matrix - Thursday, May 21st S&P 500 wavers in volatile trading for oil, Nvidia declines after earnings (CNBC) The Dangerous Brew That's Rattling Bond Markets (WSJ) Ignore This Bond Market Slump at Your Own Peril (Bloomberg) SpaceX, Anthropic and OpenAI's Sprint to Go Public Defines the AI Boom's Big Day (WSJ) How to make sense of SpaceX's nonsensical valuation (FT) Oura Files Confidentially for IPO as Smart Ring Sales Surge (Bloomberg) Trump Postpones AI Order Because of Concerns About Overregulation (WSJ) Anthropic, Microsoft in talks for AI chip deal after $5 billion investment (CNBC) Dimon Says JPMorgan Will Hire More for AI, Fewer Bankers (Bloomberg) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Bruce Lehman, head of USPTO from 1993 to 1998, joins Clause 8 for a wide-ranging conversation about the modern IP system, the internet boom, and why the AI era may require a new copyright response from Congress.Lehman helped shape internet-era copyright policy from the USPTO, including the work that led to the WIPO Copyright Treaties and the Digital Millennium Copyright Act (DMCA). He also played a major role in the broader 1990s pro-IP moment, when the United States was strengthening IP rights globally through TRIPS, WIPO, and trade policy.Now, Lehman argues that courts have spent the last two decades weakening copyright through an expansive view of fair use — creating a system where AI companies can train on massive amounts of human-created content without giving creators a meaningful stake. Asked whether new legislation is needed to protect creators in the AI age, Lehman does not hesitate: “The short answer is yes.”The episode also covers:*Lehman's “patent pendulum” theory and why he believes the US is now in a low-protection IP era*How the DMCA emerged from the Clinton administration's internet copyright work*TRIPS, WIPO, and the globalization of IP rights in the 1990s*Bayh-Dole and the rise of the university-to-startup pipeline*Lehman's historic confirmation as the first openly gay man confirmed by the Senate*His role in turning the USPTO into a “prominent perch” for national IP policy*Gilbert Hyatt, submarine patents, and SAWS*USPTO telework, examiner retention, and modernization*His message that current leadership should “stop tormenting the Patent Corps”*The limits of AI — and why Lehman thinks it lacks the "metaphysical" spark behind true invention*Judge Pauline Newman and her pro-patent legacyWatch the full episode and read the companion post on Voice of IP: https://voiceofip.com/Subscribe to the Clause 8 YouTube channel for bonus content: https://www.youtube.com/@clause8Disclaimer This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.voiceofip.com

AI is moving from hype to real enterprise adoption, and Gene Munster and Doug Clinton join Excess Returns to explain what that means for investors, technology stocks, energy demand, jobs and the next phase of the AI trade. We discuss why AI may still be early in its bubble cycle, how frontier models like GPT, Claude, Gemini and Grok compare, why AI-powered investing is becoming more practical, and where the biggest second-order opportunities may emerge.Gene Munster on Xhttps://x.com/munster_geneDoug Clinton on Xhttps://x.com/dougclintonDeepwater Asset Managementhttps://www.deepwatermgmt.com/Intelligent Alphahttps://www.intelligentalpha.co/Main topics covered:• Why Doug Clinton still thinks AI could become a bigger bubble than dot-com• How Claude Code, Codex and frontier AI models are changing enterprise productivity• The job disruption risk for knowledge workers and why AI adoption may become a survival skill• Why the AI model race may not be winner-take-all• How Intelligent Alpha uses large language models to evaluate stocks and earnings expectations• Why GPT, Claude and DeepSeek perform differently across investing tasks• The AI infrastructure boom and why energy may be one of the most underappreciated bottlenecks• Hyperscaler CapEx, data centers and the investment case for continued AI spending• How major AI IPOs like SpaceX, Anthropic and OpenAI could affect public markets• Why space, orbital data centers and zero-gravity manufacturing could become real investment themesTimestamps:00:00 AI, electricity and intelligence04:33 Why new AI models changed the semiconductor trade09:14 What AI means for knowledge worker jobs14:03 Codex, Claude Code and Google's AI challenge18:50 OpenAI, Apple and the model capacity race23:03 How many frontier AI models can survive?27:18 Intelligent Alpha's AI earnings benchmark31:34 Why AI investors avoid emotional bias35:33 Where to invest in the AI stack39:00 Why AI energy demand is still underappreciated43:43 How markets are judging hyperscaler AI spending48:00 The investment opportunity in space52:20 Final thoughts and closing

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

I sit down with my friend Jonathan Courtney, a.k.a. Jicecream, to dig into the 9 biggest startup opportunities I see right now across B2C, AI, mobile, and IRL. We each pick ideas, trade reactions, and pressure-test them live. The conversation ranges from agent-first "action apps" to elder tech, third spaces, hobby retreats, pet health, AI-native media, and the case for selling AI "junior employees" to small businesses. Listeners walk away with a concrete map of where to build in 2026, plus the framing I use to decide which niche is worth marrying. Timestamps: 00:00 – Intro 01:14 – Idea 1: Unscripted Creator Shows (Twitch model for tech) 07:50 – Idea 2: Action Apps: AI Agent Native Apps 16:39 – Idea 3: Loneliness and IRL Communities 26:47 – Idea 4: Elder Tech: Building for 65+ 33:21 – Idea 5: Adult Hobbies 38:17 – Idea 6: AI Employee and AI Agents 45:33 – Idea 7: Personalized Nutrition/Health 53:08 – Idea 8: Pet Health and AI for Animals 57:34 – Idea 9: AI-Native Media Companies Done Right 01:03:18 – Stacking Ideas: Live + Retreats + Entrepreneurs 01:07:22 – Final Thoughts The #1 tool to find startup ideas/trends - https://www.ideabrowser.com LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ The Vibe Marketer - Resources for people into vibe marketing/marketing with AI: https://www.thevibemarketer.com/ FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/ FIND JONATHAN ON SOCIAL Unscheduled CEO Podcast: https://www.unscheduledceo.com/ X/Twitter: https://twitter.com/Jicecream LinkedIn: https://www.linkedin.com/in/jonathan-courtney-4510644b/

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

AI stocks are ripping, crypto is following, and the question is whether this is the next leg higher or the final frothy phase before a reset. Ryan and Michael Nadeau break down why Bitcoin is so tied to the NASDAQ right now, how today's AI boom compares to 1999, and what investors should watch if the bubble keeps inflating or finally starts to burst. Michael Nadeau & The DeFi Report: https://x.com/JustDeauIt https://bankless.cc/BTDR-RSS ---

(0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great monopoly? Early signals or major overreaction? (35:21) "FDA for AI" freakout, how the White House thinks about AI safety (52:01) Flipping AI's negative perception: Giving, healthcare and education innovation (1:00:04) Trading the AI market, state of the economy Apply for Summit 2026: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg https://x.com/altcap Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/WallStreetApes/status/2052413443739951366 https://www.anthropic.com/news/higher-limits-spacex https://x.com/elonmusk/status/2052073463029055926 https://x.com/shaunmmaguire/status/2052075296002625942 https://x.ai/news/anthropic-compute-partnership https://www.realtor.com/news/trends/nvidia-pultegroup-span-date-center-backyard https://www.gradesaver.com/there-will-be-blood/study-guide/a-brief-history-of-standard-oil https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html https://x.com/SusieWiles47/status/2052192419718783246 https://www.nytimes.com/2026/05/05/business/dealbook/trump-ai-regulation.html https://www.whitehouse.gov/wp-content/uploads/2026/03/03.20.26-National-Policy-Framework-for-Artificial-Intelligence-Legislative-Recommendations.pdf https://x.com/ahall_research/status/2052042535661691282 https://x.com/SenSanders/status/2052116733683470556