Podcasts about alibaba

P.M. Edition for July 21. Recent AI models from China claim they're just as powerful as some of the most cutting-edge models from OpenAI and Anthropic. Journal reporter Amrith Ramkumar joins to discuss the latest reactions from Silicon Valley and the White House. Plus, General Motors had a strong second quarter as consumers kept buying pickup trucks and SUVs. And New Jersey says a software error led to almost 400 non-citizens voting in elections in the state since 2023. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: EU fines AliExpress nearly $630 million over product-safety concerns. And chip stocks rise ahead of a busy week for tech earnings. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Alibaba launched Qwen3.8 Max as Moonshot paused Kimi K3 signups amid demand. The Trump administration weighed a slow squeeze on Chinese AI, Hugging Face used China's GLM-5.2 after US guardrails blocked its breach forensics, and Google built a Gemini chip. Alibaba launches a 2.4T parameter Qwen3.8 Max preview that it says rivals frontier AI models and is second only to Fable 5, plans to make it "open-weight soon" (Bloomberg) The Trump administration has reportedly explored sanctions, security warnings, and executive-order requirements since 2025 to build a slow, durable squeeze on Chinese AI models instead of pursuing an outright ban (The Decoder) Ben Thompson argues the market reaction to Kimi and other Chinese models is overblown, since it's compute scarcity — not a real Chinese cost advantage — that's keeping frontier-model prices high (Stratechery) Hugging Face says it used the open-weight GLM-5.2 hosted on its own compute for breach forensics, after US frontier model safety guardrails blocked the requests (The Stack) Sources: Google is developing a specialized server chip, informally dubbed "Frozen v2", that integrates its Gemini AI model blueprint into the silicon, for 2028 (The Information) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

There's (another) new open source king of AI.

Dan Nathan and Guy Adami break down a wild week across markets — memory stocks in freefall, Google's brutal two-day selloff, and why China's AI models are closing the gap without top-tier Nvidia chips. Micron cratered from its all-time high of $1,255 to $800 in a matter of weeks, and the DRAM ETF whipsawed right along with it. Guy and Dan dig into whether this is a routine flush or something bigger. Google sold off 10% after Gemini news broke the hyperscaler rotation narrative, and they debate whether the moat still holds given decelerating margins and ballooning capex. On the China front: DeepSeek raised $7B at a $52B valuation, Alibaba announced $50B in capex, and Moonshot's new model is narrowing the gap with US labs — all without access to Nvidia's most advanced chips. Dan and Guy also revisit the Nvidia-vs-component-suppliers margin debate, unpack Apple's surprising rally into earnings, and call the technical line in the sand on Netflix after its cash flow miss cut the stock in half. Plus: a quick check on crude, refiners hitting new highs, and what's next for energy names like Exxon and ConocoPhillips. Show Notes Google Gemini Launch Delayed as Tech Falls Short of Internal Goals (Bloomberg) Chinese Models vs. Frontier Models (The Daily Spark) China's Moonshot Unveils AI Model That Narrows Gap With US Firms (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Convidado: Laura Hauser, historiadora, socióloga, consultora em inovação e autora do livro "Saber conversar na era da IA: sobreviver na tecnoafetividade". Na última semana, a China implementou uma regulamentação rigorosa que proíbe os "namorados virtuais" de inteligência artificial, sob a justificativa de combater a dependência emocional e o vício. A medida, que forçou gigantes como ByteDance e Alibaba a suspenderem essas funções, provocou uma onda de lamento nas redes sociais chinesas, onde usuários relatam a perda de seus "pilares espirituais" e parceiros digitais que já consideravam parte da família. A indústria chinesa de companhias virtuais cresce mais de 80% anualmente e, em 2024, movimentou mais de R$ 3 bilhões. Mas não se trata de um fenômeno isolado na China: um estudo da Common Sense Media mostrou que quase três em cada quatro adolescentes americanos já usaram companheiros criados pela IA para relacionamentos pessoais. A Organização Mundial da Saúde informa que uma em cada seis pessoas no mundo sofre de solidão e declarou que esta é uma ameaça global à saúde pública. Neste episódio, Natuza Nery entrevista Laura Hauser, que estuda em seu doutorado como pessoas têm se relacionado intimamente com a inteligência artificial. Laura explica o paradoxo da "tecnoafetividade", analisa o que chama de "quarta ferida narcísica" e alerta para a "economia da intimidade": o lucrativo modelo de negócio das big techs que utiliza o vínculo emocional com robôs para nos manter conectados por muito mais tempo. Na abertura desta edição, a psicanalista Carol Tilkian, pesquisadora de relações humanas, também comenta este fenômeno.

Welcome to this week's episode of the PEBCAK Podcast!  We've got four amazing stories this week so sit back, relax, and keep being awesome!  Be sure to stick around for our Dad Joke of the Week. (DJOW) Follow us on Instagram @pebcakpodcast   Please share this podcast with someone you know!  It helps us grow the podcast and we really appreciate it!   Simple 6 signup link https://simple6.co/r/CFUR98   Kalshi's flight-cancellation betting market Kalshi filed with the CFTC to let traders bet on airline flight-cancellation rates, even as the company fights insider-trading scandals and nearly 20 gambling-related lawsuits. https://www.inc.com/moses-jeanfrancois/kalshi-wants-to-make-money-off-of-canceled-flights-new-sky-trading-plan/91374679 Kalshi's self-certification filing would let users trade "yes/no" contracts on whether a set percentage of flights at a given airport get canceled in a window, using FlightAware data (DOT stats as backup); preemptive cancellations count, delays/diversions don't — this comes as Kalshi is also defending nearly 20 federal/state suits (including one joined by NY AG Letitia James) arguing its sports contracts are unlicensed gambling, and after it fined three Congressional candidates for insider trading in April.   Trump's teleprompter operator under CFTC investigation The CFTC is investigating Trump's longtime teleprompter operator, Gabriel Perez, for allegedly using advance knowledge of the president's speeches to win big on Kalshi's "mention markets." https://www.cftc.gov/filings/ptc/ptc0714269602.pdf https://apnews.com/article/trump-teleprompter-insider-trading-kalshi-ccd6d0ec68e1eb15d100ad770d91abae Perez, who's run Trump's teleprompter since 2016 and reportedly made over $100,000 (Kalshi says north of $90,000 in frozen profits) betting on "mention markets" tied to specific words Trump would say in speeches, was put on unpaid leave after Kalshi's surveillance team flagged the trades and referred the case to the CFTC — the White House called it "a disgrace," and it marks the first known case of a sitting administration employee investigated for prediction-market insider trading.   Microsoft's record-breaking July Patch Tuesday Microsoft's July 2026 Patch Tuesday fixed a record 570 flaws — including three zero-days — while a researcher dropped a new unpatched Windows PoC exploit within hours. https://www.bleepingcomputer.com/news/microsoft/microsoft-july-2026-patch-tuesday-fixes-massive-570-flaws-3-zero-days/ https://krebsonsecurity.com/2026/07/microsoft-patches-a-record-570-security-flaws/ https://thehackernews.com/2026/07/researcher-drops-new-windows-zero-day.html The 570-flaw haul (59 critical) included two actively-exploited zero-days — an AD FS elevation-of-privilege bug (CVE-2026-56155) and a SharePoint elevation-of-privilege flaw (CVE-2026-56164), both now on CISA's KEV list — plus a publicly disclosed BitLocker bypass; hours after patches dropped, researcher "Chaotic Eclipse" released a working PoC called LegacyHive targeting Windows' Profile Service that functions even on fully patched systems, continuing a months-long, increasingly public feud with Microsoft over disclosure timing.   China's AI companion chatbot crackdown China enacted rules banning "emotional reliance" on AI companion chatbots and virtual relationships with minors, part of a broader push tied to the country's fertility concerns. https://www.wsj.com/tech/ai/china-wants-more-babiesso-its-cracking-down-on-chatbot-love-affairs-65cd6c82 The new rules require companion-chatbot makers to get regulatory pre-approval, alert a user's emergency contact if they detect an emotional crisis, and have already pushed ByteDance's Doubao, Alibaba's Qwen, and Tencent's Yuanbao to shut down custom AI-persona features; researchers cited by WSJ say Beijing's underlying worry is that people bonding with chatbots could "take them out of the marriage market," tying directly into China's fertility push.   UK's midnight social media curfew for teens The UK is proposing a default midnight-to-6am social media curfew for 16- and 17-year-olds, with autoplay and infinite scroll switched off by default too. https://www.reuters.com/technology/uk-plans-default-midnight-social-media-curfew-16-17-year-olds-2026-07-14/ The curfew (opt-out, not mandatory) follows last month's full under-16 social media ban and is expected to take effect by spring 2027; a government trial of 300+ teens found it delivered the most consistent sleep benefits of the options tested, though critics like Shadow Education Secretary Laura Trott called an easily-switched-off curfew pointless.   Dad Joke of the Week (DJOW)   Find the hosts on LinkedIn: Chris - https://www.linkedin.com/in/chlouie/ Brian - https://www.linkedin.com/in/briandeitch-sase/

U.S.-Iran tensions are the key headline moving markets for now, says Alex Coffey, who discusses how the conflict and crude oil price fluctuations leave Wall Street on uneven footing. However, Monday's futures pointed to a green opening thanks to AI chip stocks taking charge. Alex explains how Alibaba's (BABA) new LLM aims to shake up the tech trade as Alphabet (GOOGL) and Tesla (TSLA) get ready to report earnings this week. ======== 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

Marley Kayden talks about Alibaba's (BABA) new Qwen 3.8 AI model. The company claims it to be one of the most powerful models on the market. Marley explains what the upgraded LLM means for markets in the U.S. and abroad. Prosper Trading Academy's Charles Moon walks us through an options example trade for Alibaba.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Steven Dickens doesn't see Alibaba's (BABA) new LLM or any other Chinese innovation in the space as a headwind for the U.S. While the models are cheaper than counterparts, he doesn't expect commercial businesses to face strong competitive pressures. Additionally, Steven sees the hyperscalers still prevailing as the ultimate winners of the AI race due to their role as "toll booths" in the trade. ======== 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

Marley Kayden talks about Microsoft's (MSFT) expanded AI partnership with AMD Inc. (AMD), Alphabet's (GOOGL) reported development of a custom AI server chip for Gemini, and Alibaba's (BABA) launch of its new Qwen 3.8 Mx AI model.======== 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

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Moritz Seyffarth über Chips im Bärenmarkt, Boeings neue Hoffnung und was in dieser Woche sonst noch wichtig wird. Außerdem geht es um Apple, Nvidia, Meta, Alphabet, Netflix, Uber, Delivery Hero, Intuitive Surgical, Microsoft, Amazon, Alibaba, Baidu, Cisco, Micron Technology, AMD, Broadcom, TSMC, Qualcomm, Intel, Arm, Leverage Shares 2x Micron Technology ETP Securities (WKN: A3GUFU), Leverage Shares -3x Short Semiconductors (WKN: A4A5UP) und Leverage Shares -3x Short SpaceX (WKN: A4AVLN). Das ist der Link zum Artikel von Daniel: https://www.welt.de/wirtschaft/plus6a59e8adc72232627649939a/etps-auf-einzelaktien-die-479-prozent-wette-auf-den-ki-boom.html Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Un ataque ejecutado por agentes de IA compromete la infraestructura de Hugging Face y deja una lección incómoda: en plena respuesta a incidentes, los modelos comerciales pueden negarse a analizar las pruebas. Además, Alibaba presenta Qwen 3.8 Max con 2,4 billones de parámetros; el Parlamento Europeo prepara una plataforma multimodelo para sus equipos; SK Hynix alerta de una escasez de memoria que podría empeorar en 2027; y científicos recrean polvo cósmico en el laboratorio para estudiar el origen de compuestos orgánicos.Puedes seguirnos en YouTube en https://youtube.com/olivernabani y puedes unirte al Discord Mashain en https://olivernabani.com/discord

16/7 Futures Usa misti, Brent sopra 90$ su escalation Iran. Si apre la settimana delle trimestrali Tech: tutto quello che dovete sapere su hyperscaler e semiconduttori. Chip, il sell-off continua? Grafici e strategist a confronto. Moonshot (Kimi K3) si quoterà tra sei mesi a Hong Kong (anticipa Deepseek), ferma nuove subscription per mancata potenza computazionale. Alibaba (+4%) rilascia Qwen 3.8 secondo solo a Fable 5. E su Openrouter i modelli cinesi scalano le classifiche. Treasury stabili, Fed in blackout period (chances aumento a settembre al 60%). SpaceX contratto miliardario con Pentagono.  ****Questo episodio è offerto da ⁠Scalable Capital ⁠Apri un conto con Scalable Capital e inizia a ricevere il 2,5% di interessi* sui tuoi risparmi:  https://it.scalable.capital/broker-online?utm_medium=affiliate&utm_source=qualityclick&utm_campaign=broker&c_id=QC59486e7f67706c777b517d435049607362766c747c5aS7541p&utm_term=983 Messaggio pubblicitario. Tasso lordo annuo variabile sulla liquidità depositata nel conto deposito non vincolato, composto da tasso base collegato al Tasso di Deposito BCE e tasso bonus discrezionale. Liquidità allocata presso banche partner e fondi monetari riconosciuti. Foglio informativo e condizioni su scalable.capital. Investire comporta dei rischi*** Asia mista, Nikkei chiuso (-6,45 settimana scorsa). Kospi ad alta volatilità in rosso con SK e Samsung. Cina: prime rate a 1 e 5 anni stabile. Samsung Bionics offerta per PolyPeptide Group.  Europa prudente, settimana di Bce e trimestrali: tutto quello che dovete sapere. Burnham Day, no a licenze per nuove trivellazioni Mar del Nord. Prysmian raddoppia la capacità in Usa: accordo da 5,5 mld dollari con Molex, ricavi aggiuntivi da Hyperscaler 10 mld dollari al 2035. L'intervista di Black Box a Massimo Battaini.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Daniel Mahncke and Shawn O'Malley take a deep dive into Pinduoduo (NASDAQ: PDD), the Chinese retail giant that has overtaken local competitors like Alibaba and JD.com and expanded internationally with Temu, which has become the most-downloaded e-commerce app in the world. They discuss how to think about the lack of disclosures and what the margin decline and growth deceleration mean for the business going forward. But also whether this presents an exceptional buying opportunity at a single-digit earnings multiple and about 60% of the company's market capitalization in cash. Daniel and Shawn also discuss how the Chinese e-commerce market compares to international equivalents and what those differences mean for the profitability of the e-commerce model in general. In the end, Daniel values the business and decides whether PDD deserves a spot in The Intrinsic Value Portfolio. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:10:55) How PDD became one of China's leading marketplaces (00:19:21) What makes PDD's business model stand out (00:23:06) How PDD compares to Chinese competition (00:31:10) What makes China's e-commerce market different (00:32:26) What happened to margins and growth (00:47:51) How Temu revolutionized international e-commerce (01:15:22) Valuation discussion of PDD (01:20:52) Whether PDD is valued attractively (01:23:21) Whether Shawn and Daniel add PDD to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about how to join us in NYC for our ⁠⁠⁠⁠Intrinsic Value Conference⁠⁠⁠⁠. Portfolio Review ⁠Submit Tool⁠. Value Investors Club ⁠Pitch on PDD⁠. Hayden Capital Investment ⁠Memo on PDD⁠. Check out our previous Intrinsic Value breakdowns ⁠Uber⁠, ⁠Nike⁠, ⁠Reddit⁠, ⁠Nintendo⁠, ⁠Airbnb⁠, ⁠AutoZone⁠, ⁠Alphabet⁠, ⁠Ulta⁠, ⁠John Deere⁠, ⁠Madison Square Garden Sports⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In this episode, I'm taking a look at one of the biggest trends I've seen in the overlanding world over the past year: the rapid rise of Alibaba campers. It feels like everywhere you look, more people are importing these campers directly from China—but are sales really exploding, and if so, why?I'll share what I've observed as both an owner and someone who's been closely following the market, including what's driving the demand, how pricing compares to traditional brands, and why more people are willing to take a chance on importing one themselves. We'll also talk about whether this is just a passing trend or if Alibaba campers are permanently changing the truck camper industry.If you've been wondering whether the hype is real, considering buying one yourself, or just want to understand why these campers seem to be everywhere lately, this episode is for you.Want one for yourself? Here's a link to the Alibaba page for this camper (use code ALLTHINGSOVERLANDING147 to get 2 items free, worth up to $170 or mention All Things Overlanding to your rep): https://www.alibaba.com/product-detail/Truck-Camper-Custom-Hard-Shell-Rooftop_1601727228413.html?spm=a2747.product_manager.0.0.380971d2UHgNseA huge thanks to my partners:Top Oak (amazing roof top tents and awnings for budget prices):  https://topoakoverland.com/?sscid=51k9_mt1ba&Nitto (my Terra Grappler G3 tires are great for midwestern winters, wet weather, and all terrain use):  https://bit.ly/41EJhbQZ1 Off Road (pretty much the spot for all things Nissan):  https://www.z1offroad.comAll Dogs Offroad (amazing Nissan specific suspension options which I run on my truck):  https://www.alldogsoffroad.comICECO Fridges (the best fridges for the money, hands down-Use code ALLTHINGSOVERLANDING for 12% off your order):  https://icecofreezer.com/ALLTHINGSOVERLANDINGMoon Fab Awning (super flexible, non-permanently mounted awnings for all kinds of applications. This link will take you to more info on how I have it set up on my 3rd gen Frontier):  https://moonfab.com/pages/experts/jason-fletcherClick here to join the Patreon community for exclusive content and access to the Discord channel:  https://www.patreon.com/allthingsoverlandingClick here to get a patches or stickers:  https://allthingsoverlanding.com/shop/For a full list of my gear, check out this page for quick reference links:  https://allthingsoverlanding.com/gear/Looking for budget light bars, rock lights, and LED strips for your rig? Check out Nilight and use code ATO for 5% off! https://www.nilight.com/?ref=s8svsnv_d9qh&utm_source=ATO&utm_medium=Podcast&utm_campaign=DescriptionFor more great content and info, you can follow me on Facebook, Instagram, or search for All Things Overlanding on all the major podcast channels!YouTube:  https://www.youtube.com/c/AllThingsOverlandingFacebook:  https://www.facebook.com/allthingsoverlandingInstagram:  https://www.instagram.com/allthingsoverlandingPodcast:  https://podcasters.spotify.com/pod/show/allthingsoverlandingWebsite:  www.allthingsoverlanding.comNewbie Overlander Facebook Group:  https://www.facebook.com/groups/367203658420467

In this episode, we explore major developments in the AI landscape, including Thinking Machines' launch of the open weight model Inkling and OpenAI's creation of GPT-RED, an AI hacker designed to enhance security. Additionally, we discuss AWS's $1 billion investment in engineering teams for custom AI solutions, Apple's partnership with Alibaba for AI in China, and Meta's strategy to monetize its AI computing capacity.Chapters00:00 Introduction to Inkling01:01 OpenAI's GPT-RED01:59 AI Box's MCP Server05:00 AWS's Custom AI Engineers07:29 Apple's AI Launch in China10:01 Meta's AI Compute Strategy Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

De Chinese president Xi Jinping belooft dat iedereen goedkoop AI kan gebruiken, gezien de modellen die in zijn land ontwikkeld worden bij onder meer DeepSeek en Alibaba. Dat heeft hij aangegeven tijdens de World AI Conference in Shanghai. Joe van Burik vertelt erover in deze Tech Update. Verder in deze Tech Update: ING moet van de rechter openheid geven over de samenwerking met Google, omdat contactloos betalen op Android sinds 2024 via Google Pay gehad, nadat de Consumentenbond en Stichting Benadeelden in Actie die bank hadden aangeklaagd See omnystudio.com/listener for privacy information.

アップルがiPhoneなどに搭載する生成AIサービス「Apple Intelligence」が、中国のサイバースペース規制当局への登録を完了しました。

Daniel Mahncke and Shawn O'Malley take a deep dive into Pinduoduo (NASDAQ: PDD), the Chinese retail giant that has overtaken local competitors like Alibaba and JD.com and expanded internationally with Temu, which has become the most-downloaded e-commerce app in the world. They discuss how to think about the lack of disclosures and what the margin decline and growth deceleration mean for the business going forward. But also whether this presents an exceptional buying opportunity at a single-digit earnings multiple and about 60% of the company's market capitalization in cash. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:10:59) How PDD became one of China's leading marketplaces (00:19:17) What makes PDD's business model stand out (00:22:58) How PDD compares to Chinese competition (00:31:56) What makes China's e-commerce market different (00:33:24) What happened to margins and growth (00:47:13) How Temu revolutionized international e-commerce (01:19:31) Valuation discussion of PDD (01:24:59) Whether PDD is valued attractively (01:27:25) Whether Shawn and Daniel add PDD to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about how to join us in NYC for our ⁠⁠Intrinsic Value Conference⁠⁠. Portfolio Review ⁠Submit Tool⁠. Value Investors Club Pitch on PDD. Hayden Capital Investment Memo on PDD. Check out our previous Intrinsic Value breakdowns:⁠⁠⁠ ⁠Amazon⁠⁠⁠, ⁠Sea Limited⁠, ⁠Mercado Libre⁠, ⁠Shopify⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠sponsors⁠⁠: ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

With markets back in rotation mode, OptionsPlay's Tony Zhang says he's watching how that rotation plays into a climb of tensions between the U.S. and Iran, along with CPI and PPI pointing to an inflation downtrend. He says hyperscalers need to show earnings growth to restore long-term investor confidence in tech. Tony highlights one of those hyperscalers: Amazon (AMZN), which he likes due to its recent outperformance. He sees a similar trend in Alibaba (BABA) but warns his bullishness here is more speculative. Tony offers example options trades for Amazon and Alibaba. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: scalable.capital/oaws. BlackRock knackt 15 Bio. $ Vermögen. ASML hebt Prognose an. Richemont wächst doppelt so schnell wie erwartet. Morgan Stanley sammelt 148 Mrd. $ ein. Buffett hatte die Alphabet-Idee. Alibaba steckt in Apple Intelligence China.  Aehr Test Systems. wächst. Hello Kitty hat seit den 70ern über 80 Mrd. $ umgesetzt. Die Firma dahinter heißt Sanrio (WKN: 866933) und kassiert bei jedem Deal Lizenzgebühren. Nach 30% Kursrückgang liegt das KGV bei 22. Lego, Warner Bros. und ein neues Videospiel stehen an. Stripe will zusammen mit Advent PayPal (WKN: A14R7U) für rund 50 Mrd. $ kaufen. Bei 5 Mrd. $ Gewinn klingt das günstig. Aktie ist über 10% hoch. Ob Kartellbehörden mitspielen, ist offen. Robinhood startet eigene Blockchain, handelt 3 Mrd. $ in wenigen Tagen. Diesen Podcast vom 16.07.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz analizaron una jornada donde la política y la regulación pesaron tanto como los resultados corporativos. TSMC reportó ingresos por encima de lo esperado, con una utilidad neta en máximos históricos y una guía que eleva su expectativa de crecimiento por inteligencia artificial. También revisaron por qué Alibaba y Baidu subieron en Hong Kong tras la aprobación de Apple Intelligence en China. Explicaron el arancel del 25% a Brasil y cerraron con el reporte de ventas minoristas en Estados Unidos. 

Na een spetterend begin lijkt Space X terug bij af. Het ruimtevaartbedrijf van Elon Musk schommelt een maand na de beursgang weer rond de $135. Is dat te wijten aan een milde afstraffing van tech, of is er meer aan de hand? En is dit een kans voor alle beleggers die bij de IPO naast de pot piesten om alsnog in te stappen? En het zal niet zijn geweest wat ze voor ogen hadden bij Prosus, toen ze Just Eat overnamen: het creëren van een extra grote concurrent. Toch is dat wat er is gebeurd: Prosus moest gedwongen afstand doen van hun andere belang, dat in maaltijdbezorger Delivery Hero. och is het gebeurd. Uber koopt heel Delivery Hero op voor 'n kleine 15 miljard dollar, en wordt zo de grootste maaltijdbezorger buiten China. Wat betekent dat voor Prosus - en voor Uber?!Verder in deze aflevering:- De uitstekende kwartaalcijfers van TSMC- Zaken gaan goed bij Nedap- Apple krijgt toestemming om Apple Intelligence uit te rollen in China- Stijging van het aantal aan AI-bedrijven gerichte bedreigingen- Eli Lilly gaat in de psychedelica- De rechtszaakhattrick bij Paramount Te gast: Martine Hafkamp van Fintessa Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

A humanoid robot is entering a real classroom, Silicon Valley startups are quietly adopting Chinese AI models to cut costs, conservatives are organizing nationwide protests against AI data centers, and Microsoft's Xbox strategy is facing growing criticism from inside one of its flagship game studios. On Hashtag Trending for Thursday, July 16, 2026, host Jim Love examines one of the first deployments of a humanoid robot teaching assistant in a North American classroom. The robot supports a human teacher using a STEM curriculum developed by Apple co-founder Steve Wozniak, provides 24/7 homework assistance, operates without direct public internet access, protects student privacy through confidential IDs, and escalates concerns such as bullying or self-harm to human staff. The episode also looks at a new NPR report suggesting startups—including some in Silicon Valley—are increasingly choosing lower-cost Chinese open-source AI models such as DeepSeek, Moonshot AI's Kimi, and Alibaba's Qwen instead of more expensive models from OpenAI and Anthropic. Jim explores why AI economics may become more important than benchmark performance and what that could mean for the future of the AI industry. The show also covers a nationwide day of protest organized by the conservative group Humans First, led by Tea Party veteran Amy Kremer, opposing rapid AI data-center expansion over concerns about electricity, water use, tax incentives, land use, noise, and local jobs. Finally, Microsoft faces fresh criticism over its Xbox restructuring after an anonymous id Software developer condemned layoffs that came just one day before the release of a critically acclaimed DOOM expansion, saying Microsoft has "destroyed immense amounts of value." If you enjoy practical, fact-based analysis of artificial intelligence, technology, cybersecurity, Microsoft, OpenAI, Google, Nvidia, and the companies shaping the future of tech, subscribe to Hashtag Trending for new episodes every weekday. Chapters 00:00 Today's Trending Rundown 00:30 Robot Teacher Arrives 01:47 Safety, Privacy and Access 02:23 Pilot Program Stakes 03:44 Company's Unusual Origins 05:23 Startups Turn to Chinese AI 06:58 Cost Economics of AI Models 09:03 AI's Manufacturing Parallel 10:05 Conservative Data Center Protests 12:09 Xbox Restructuring Backlash 14:00 Show Wrap and Book Promo 14:02 ELISA Free Kindle Offer 14:42 Reviews, Early Readers and Thanks 16:06 Sign Off

Grok, het AI-systeem van Elon Musks AI-bedrijf xAI, maakte het enige tijd terug mogelijk mensen uit te kleden op beelden die door gebruikers werden aangereikt. Een man die dat deed werd eerder dit jaar gearresteerd en nu wordt hij door xAI aangeklaagd wegens het schenden van gebruiksvoorwaarden. Joe van Burik vertelt erover in deze Tech Update. Verder in deze Tech Update: X heeft goedkeuring gekregen van de Europese Commissie op een voorstel om onder meer transparanter te zijn over advertenties, zoals verplicht gesteld door de Digital Services Act Apple heeft goedkeuring gekregen van de Chinese cyberwaakhond om Apple Intelligence aan te bieden (door samenwerking met Alibaba en Baidu) in China See omnystudio.com/listener for privacy information.

Bom dia Tech! Tudo bem? Meu nome é Arthur Givigir e hoje é quinta-feira, dia 16 de julho de 2026 e trago para vc as principais notícias de tecnologia, vamos lá?No episódio de hoje, a OpenAI pode estar preparando seu primeiro dispositivo próprio: uma espécie de caixa de som inteligente, sem tela, com ChatGPT integrado e até partes móveis. Também falo sobre ex-funcionários processando a Meta por supostamente usar IA em demissões, o Apple Intelligence sendo aprovado para uso na China com modelos da Alibaba e Baidu, as ações da IBM despencando após alerta de lucro, o WhatsApp preparando seu próprio backup na nuvem e o Spotify testando uma IA para conversar sobre músicas, podcasts e livros.Quer patrocinar ou fazer uma parceria com o Bom dia Tech? Mande um e-mail para contato@bomdia.teche vamos conversar!ApoioAmazon Now - Entregas em 15 minutos!Notícias00:00: ☀️ Bom dia Tech!00:22:

Apple shares surging after striking a deal with Alibaba to use its Qwen AI model in Apple services in China. The traders break down where the tech giants are heading after the historic deal, and China's broader outlook after its GDP slows. Then, semis taking big swings. Co-founder of PEAK6 Investments Matt Hulsizer gives his take on AI shortages, market volatility and Fed policies. Plus, United Airlines XXX after its second quarter earnings report after the bell, IBM falling further, what to expect from Netflix earnings. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chinese consumer sentiment isn't collapsing across the board, but retail sales growth is projected to hit a four-year low. While big-ticket categories like home appliances and autos crumble under subsidy fatigue, highly resilient segments are holding ground, particularly cosmetics, luxury, and premium sportswear. In e-commerce, Alibaba and rival giants are locked in a margin-crushing battle over agentic AI to capture shrinking wallets. Catherine Lim, APAC head of Bloomberg Intelligence and senior consumer and technology analyst, joins John Lee to unpack her latest retail survey. Catherine reveals exactly where the wealthy plan to spend next -- which players, like Laopu Gold, are winning over shoppers, and how AI agents are reshaping the digital marketplace.See omnystudio.com/listener for privacy information.

If PR is all about weaving great stories, then the Bayeux Tapestry might just be the perfect example.This week, David Yelland and Farzana Baduel celebrate the comms coup that was 1000 years in the making. The tapestry's arrival back in the UK was covered and celebrated in minute detail - with hype being generated from the most mundane details. The British Museum seems to have pulled off a public relations masterclass. But it comes as the museum is still battling to recover its reputation after a series of fan hitters.On the extended edition on BBC Sounds, the resignation bombshell that's gone global. A Chinese project manager at Alibaba has quit - and she didn't just hand in a brief note explaining she'd serve her notice period. She wrote a 100 page tome that tore into her entire industry. Farzana and David discuss the reputational risks to both employer and employee.Also, the noble art of dressing up and poking fun at someone. Count Binface has garnered coverage across the world as he prepares to stand in the Clacton by-election. He's just the latest in a long line of people who've used the absurd as a very effective - not to mention cheap - way of landing their point. And the tricky thing is, it's often very hard to counter.Producer: Duncan Middleton Editor: Sarah Teasdale Executive Producer: Eve Streeter Music by Eclectic Sounds A Raconteur Studios production for BBC Radio 4

Joining us today is Lyden Smithers — President and Co-Founder of Titan Network, one of the most exclusive communities for high-level Amazon sellers in the world.Lyden isn't just teaching e-commerce  he's actively building and scaling brands, sourcing at a high level from China, and helping sellers bridge the gap from 7 to 8 figures and beyond.Lyden leads the China Magic trip and is one of the best.Highlight Bullets> Here's a glimpse of what you would learn…. Importance of building strong relationships with suppliers, especially manufacturers in China.Strategies for negotiating favorable payment terms to improve cash flow and scale e-commerce businesses.Cultural aspects of negotiation in China, including the significance of face-to-face interactions.Techniques for presenting oneself as a trustworthy partner to suppliers.Handling common objections from suppliers regarding payment terms and cash flow limitations.The role of order volume and growth potential in negotiating better terms.Preparing effective presentations for suppliers, focusing on trust and mutual benefits.Managing challenges such as tariffs, raw material price increases, and currency fluctuations in supplier negotiations.The significance of granular supply chain management and cost optimization.Key takeaways for sellers on the importance of supplier relationships and negotiation strategies.In this episode of the Ecomm Breakthrough podcast, host Josh Hadley sits down with Lyden Smithers, president and co-founder of Titan Network, to discuss how Amazon sellers can scale from seven to eight figures by mastering supplier relationships. Lyden shares strategies for negotiating favorable payment terms with Chinese manufacturers, emphasizing the cultural importance of face-to-face meetings and the concept of guanxi. He explains how leveraging order volume growth creates win-win partnerships, how to handle common supplier objections, and how granular supply chain management drives profitability, even amid tariffs and rising costs.Here are the 3 action items that Josh identified from this episode:Shift Your Mindset:Treat your supplier as your most important business partner. Invest in the relationship for long-term mutual gain.Negotiate Payment Terms First:Use your growth potential as leverage. Better terms unlock cash flow and growth; price reductions are easier to secure afterward.Show Up in Person:Face-to-face meetings build trust and open doors that emails and messages can't. Attend trade shows, visit factories, and invest in guanxi.Timestamps:00:00:00 Negotiation Culture in ChinaLyden discusses negotiation as a cultural norm in China and encourages not being afraid to ask for better terms.00:00:25 Podcast Introduction & Guest BackgroundHost introduces the podcast, Lyden Smithers, and the focus on supplier relationships and payment terms.00:02:33 Unlocking Growth Through Payment TermsLyden shares his journey negotiating payment terms, emphasizing cash flow's role in scaling e-commerce brands.00:03:47 Cash Flow Constraints & Supplier RelationshipsDiscussion on how cash flow limits growth and the importance of leveraging supplier partnerships for better terms.00:05:08 How to Approach Payment Term NegotiationsLyden explains the importance of positioning negotiations as win-win and painting a long-term partnership vision.00:06:03 Building Trust and Presenting ValueAdvice on showcasing growth, expertise, and reliability to suppliers to secure better terms.00:06:48 Partnerships vs. TransactionsLyden illustrates the difference between transactional relationships and true partnerships with suppliers.00:08:08 Negotiating with New ManufacturersGuidance on starting negotiations with new suppliers and the importance of face-to-face interactions.00:08:36 Face-to-Face Negotiation & GuangxiExplains the concept of Guangxi (relationship) and how in-person meetings unlock better terms.00:10:01 Alternatives to In-Person NegotiationDiscusses insurance and financing options for payment terms, but stresses the value of direct negotiation.00:12:07 Preparing for Supplier MeetingsTips on creating effective presentations and understanding your cash flow before negotiating.00:13:01 Structuring Your Pitch to SuppliersHow to present growth, market access, and order forecasts to make your offer compelling.00:15:06 Handling Modest Growth ScenariosStrategies for negotiating when you can't promise large order increases, including leveraging competition.00:17:05 Leverage and Good Cop/Bad Cop TacticsUsing competitor quotes and internal “bad cop” strategies to strengthen your negotiation position.00:19:11 Common Supplier ObjectionsHow to handle supplier pushback, especially regarding their own cash flow limitations.00:20:39 Navigating Tariffs and Market UncertaintyImpact of tariffs and market changes on supplier willingness to offer terms, and the importance of ongoing relationships.00:22:16 Switching Suppliers for Better TermsHow to use established business volume as leverage when seeking new suppliers at trade fairs.00:24:06 Realistic Payment Terms to NegotiateTypical payment terms to aim for (e.g., 10% deposit, 90% at 90–120 days), and negotiation tactics.00:26:42 Advanced Payment Term StrategiesCreative solutions like suppliers borrowing to fund orders, and adjusting deposits versus days for compromise.00:29:00 Overcoming Language BarriersBest practices for communicating with suppliers, including using translators and clear, simple presentations.00:30:46 Managing Price Increases & Cost OptimizationApproaches to handling price hikes, currency fluctuations, and optimizing unit economics.00:33:44 Granular Supply Chain OptimizationDetailed strategies for reducing costs across packaging, shipping, and storage to maximize profitability.00:36:16 Negotiation Sequence: Terms Before PriceAdvice to always negotiate payment terms before discussing price reductions for maximum leverage.00:37:02 Immersing in Manufacturing & Continuous ImprovementEncouragement to understand the manufacturing process deeply and always ask “why” to uncover savings.00:38:07 Actionable Takeaways RecapHost summarizes three key actions: prioritize supplier relationships, negotiate terms before price, and show up in person.00:41:00 Book, AI Tool, and Influencer RecommendationsLyden shares his favorite book (Traction), AI tool (Alibaba's Accio), and e-commerce influencer (Kevin King).00:44:03 Contact Information & ClosingLyden provides ways to connect, and the episode concludes with closing remarks.Resources mentioned in this episode:Josh Hadley on LinkedIneComm Breakthrough ConsultingeComm Breakthrough PodcastEmail Josh Hadley: Josh@eCommBreakthrough.comTools and Websites  "

PODCAST LAS NOTICIAS CON CALLE DE 10 DE JULIO - Israel dice que Irán iba a asesinar a Trump y por eso cambiaron de avión presidencial - CNN 22 personas y empresas se declaran en quiebra por día - El Nuevo Día Gobernadora entrega 200 títulos de propiedad - NEWSPR Acusan a Gian Carlo Piovanetti por vivir como rico cogiendo de tonto a clientes y fraude - El Nuevo Día Plantean darle alivios a ayunadores y cuidadores, costo de 300 millones - El Nuevo Día  PR es el líder en enfermedades raras en todo USA - El Vocero Ciencias Forenses busca encontrar personas desaparecidas para dar paz a familias que no encuentran a sus seres queridos - El Vocero Politank dice que se va a defender de todo esto sal pa fuera - El Vocero Agricultura y comida en aumento de precio por sequía y fertilizantes - El Nuevo Día Nombran fiscal investigadora en caso de Negrón Reichard - El Nuevo DíaUn momento para WindMar Home — la empresa con más de 20 años protegiendo los hogares puertorriqueños.Solar para bajar tu factura. Techo para proteger tu inversión. Agua para que nunca te quedes sin — especialmente con las sequías que se aproximan. Y batería para total independencia energética.Todo bajo una misma empresa. Un solo llamado. Llama al 787-489-1155 o visita windmarhome.comWindMar Home — los que se preparan hoy , duermen tranquilos mañana.#windmarhome #incluyeauspicioPetróleo/diésel: Brent ~$76; diésel de EE.UU. al alza más rápida en 4 años; Rusia prohíbe exportar diésel (≈30% de su refinación estuvo fuera el mes pasado)Segundo día de ataques Irán–EE.UU.OpenAI y Google vendieron modelos avanzados a subsidiarias en Singapur de Alibaba, Baidu y Tencent — empresas en la lista negra del Pentágono - FT  LOS DATOS DEL DÍA (snapshot Bloomberg, 10 jul) Brent$76.13 (-0.2%) S&P 500 (futuros)7,580.75 (-0.1%) Nasdaq 100 (futuros)29,817.25 (-0.4%) Bono 10 años4.53% (-0.02) Oro$4,104.95 (-0.5%) Diésel EE.UU.alza más rápida en 4 años (nivel s/c)

El gigante surcoreano de chips de memoria capta 26.500 millones de dólares en su salida al Nasdaq, superando a Alibaba, en plena fiebre inversora por la inteligencia artificial

This week Jason Howell and Jeff Jarvis dig into a strange role reversal in AI, as Beijing weighs restricting overseas access to China's best models while DeepSeek races to build its own chip. They also get into OpenAI offering the US government a five percent stake to ease political pressure in Washington, and the first ransomware attack run entirely by an AI agent.Also in this episode: Alibaba bans employees from Claude Code, more than 90 percent of Claude Cowork use turns out not to be coding, Meta puts your Instagram photos into AI, wealthy families trade school for AI tutoring, Nvidia's next rack slips to 2028, and xAI becomes SpaceXAI. New episodes every Wednesday at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS: 0:00 - Start 0:01:41 - Beijing is looking at curbing overseas access to China's top AI models, sources say 0:08:18 - China's DeepSeek developing its own AI chip, sources say 0:15:44 - Anthropic's Claude Cowork heads to the cloud as data shows 90% of sessions aren't for coding 0:24:30 - Anthropic expanding Claude Cowork to mobile and web, details here 0:32:29 - OpenAI proposes 5% stake to Trump administration to ease Washington pressure: Report 0:37:13 - The Socialist Temptation of Sam Altman 0:41:17 - Scoop: Trump administration lifts restrictions on OpenAI's GPT 5.6 0:43:06 - JadePuffer ransomware used AI agent to automate entire attack 0:46:46 - Introducing Muse Image and Muse Video 1:00:28 - Nvidia's next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says 1:01:12 - Nvidia has lost $1 trillion in market cap and is all the way back to where it was before the AI boom 1:01:25 - A global workspace in language models 1:03:32 - Cloudflare's new policy pushes AI companies to pay for publishers' content 1:06:09 - XAI makes its rebrand to SpaceXAI complete with a new logo 1:07:29 - Tilly Norwood to Lead New Movie ‘Misaligned,' Marking Feature Debut for AI ‘Actor' Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video: https://aiinside.show/  Support the podcast on Patreon for special perks: https://www.patreon.com/aiinsideshow. You'll get ad-free episodes, members-only Discord, T-shirts and stickers you love, and ad-free audio and video feeds, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we discuss the AI Safety Measures Act, or SB 315, Illinois' new frontier AI bill that mandates third-party audits for frontier AI labs (:51). We also cover the Trump administration's decision to lift export controls on Anthropic's Fable and Mythos models (7:34), Anthropic's claim that Alibaba extracted capabilities from Claude in a large-scale distillation attack (17:46), and OpenAI's proposal for the government to take a 5% stake in the company (26:12). Additional reading IL mandates third-party audits of frontier labs ⁠⁠AI Safety Measures Act (SB 315) Lutnick's June 30 letter Anthropic's blog post "Redeploying Fable 5" OpenAI's blog post "Previewing GPT-5.6 Sol"  "Anthropic Accuses Alibaba of 'Illicitly' Accessing AI Models" (Bloomberg) "OpenAI proposes handing Trump administration 5% stake" (Financial Times) Commerce lifts export controls on AnthropicAnthropic accuses Alibaba of adversarial distillationOpenAI proposes government take 5% stake

Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: Trump erklärt Iran-Waffenruhe für beendet. Öl steigt 10%, DAX verliert 2%. UniCredit kommt auf 47,5% an der Commerzbank. Alibaba legt 10% zu dank schrumpfender Verluste. Apple gibt 30 Mrd. $ für Broadcom-Chips aus. Blue Origin holt erstmals externes Kapital. Krypto-Gewinne sollen ab 2027 wie Aktien besteuert werden. Die Jahresfrist fällt weg. Was passiert mit Altbeständen? Und lohnt sich das für den Staat überhaupt? Österreich hatte sich verkalkuliert. Birkenstock (WKN: A3EXD1) steht wieder beim IPO-Kurs. Dabei ist der Umsatz seitdem 50% gestiegen. Zölle, Margendruck und langsameres US-Wachstum belasten. Aber Asien boomt und es gibt Aktienrückkäufe. Diesen Podcast vom 09.07.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Watching AI automate work that once required thousands of designers, marketers, and copywriters forced Sharon Gai to rethink one fundamental question: What creates value when AI can do more of the work? That's one of the biggest ideas from my latest conversation with Sharon Gai, former Alibaba executive and author of How to Do More With Less. This week on The Modern Customer Podcast, Sharon explains why the companies that succeed with AI won't simply adopt better technology—they'll rethink how work gets done by focusing on people, processes, and the work only humans can do. If you're leading customer experience, digital transformation, or AI initiatives, I think you'll find this conversation both practical and thought-provoking. Listen to the full episode now! Get a copy of Sharon Gai's new book, How to Do More With Less: Future-Proofing Yourself in an AI-Driven Economy, for practical strategies on leading through AI-driven change. Blake Morgan was called "The Queen of CX" by Meta. She is a customer experience futurist and author of three books on customer experience. Follow Blake Morgan on LinkedIn For regular updates on customer experience, sign up for her weekly newsletter here. Learn more at www.blakemichellemorgan.com 

Patrick Moorhead and Daniel Newman unpack OpenAI's reported equity offer to the U.S. government, Anthropic's phased return following export controls, and why AWS and Microsoft are betting billions on the engineers who deploy AI rather than the labs that train it. They also dig into NVIDIA's response to its roadmap critics, Meta's expanding cloud ambitions, and the week's biggest market developments, from SpaceX to Samsung. Catch the full analysis on Episode 311 of The Six Five Pod. The handpicked topics for this week are: OpenAI's Equity Offer to Washington: OpenAI is reportedly considering offering the federal government a 5-10% stake in exchange for a two-year runway on Department of Defense contracts. Pat and Daniel read it as a distribution and IPO hedge rather than a governance concession, especially with a trillion-dollar valuation still the target. (The Decode) Anthropic's Phased Return After Export Controls: Fable 5 is back online, and Mythos remains partially restored to a limited set of vetted institutions following Commerce Department approval, a rollout Pat treats as the first real test case for how future frontier models clear review. Daniel adds that Alibaba's claimed block on Claude in China carries more optics than substance given how easily a VPN routes around it. (The Decode) NVIDIA and Palantir's Open Source Enterprise Play: Alex Karp's viral CNBC interview argued that enterprises pairing Palantir with NVIDIA's Nemotron models can match frontier-level output without a frontier lab in the loop, a clip that pulled nearly 200,000 views once Pat posted it. Both hosts agree the priority for open source models has moved from leading capability benchmarks to closing that gap fast enough for slower-moving enterprises to adopt them. (The Decode) Forward-Deployed Engineering Becomes a Billion-Dollar Line Item: AWS invested $1 billion, followed just two days later by Microsoft's $2.5 billion commitment to forward-deployed engineering teams, signaling a shift in where enterprise AI value is being created. Daniel argues the biggest opportunity now lies in implementation talent rather than model development, while Patrick sees the investments as a strategic hedge, noting that frontier AI labs have already been building their own forward-deployed engineering organizations to help customers put AI into production. (The Decode) Meta's Cloud Ambitions Meet a Trust Problem: Meta Cloud can likely match neocloud-level GPU pricing and performance, but Pat argues the company's record outside advertising makes enterprise-grade services a much harder sell. He expects the offering to function as tactical overflow capacity for labs needing compute, with a shelf life tied to demand rather than a durable AWS rival. (The Decode) The Flip: Has Enterprise AI Value Already Left the Model Layer? Daniel argues that Microsoft and AWS writing nine- and ten-figure checks for forward-deployed engineering in the same week, alongside an essay from Microsoft's Satya Nadella declaring models replaceable, confirms that implementation talent now captures value model providers used to keep. Pat counters that today's models remain far from AGI, and that once frontier labs get there they will spin off cheap narrow models fast enough to keep pricing power on their side. SpaceX Joins the Nasdaq 100 Within Weeks of Its IPO: SpaceX entered the index just 15 days after going public, the fastest addition on record, which Pat says will pull in passive buying regardless of the underlying valuation. Both hosts flag the speed itself as a signal of broader market froth. SK Hynix and Samsung Signal Memory's Return to the Center of the AI Trade: SK Hynix is pursuing a $28 billion US listing that could value the company near a trillion dollars, timed just ahead of Samsung earnings both hosts expect to show a sharp profit jump. Daniel ties the moves directly to NVIDIA's memory demand, and Pat notes most investors had barely heard of SK Hynix before this year. NVIDIA and Microsoft Split Paths in the Magnificent Seven: NVIDIA gained 7% for the half while Microsoft shed 23%, a divergence Pat ties to Microsoft's exposure to OpenAI's fading momentum and its perception as a bundled SaaS play rather than a leading infrastructure provider. Daniel calls the selloff overdone and floats it as a generational buying opportunity. NVIDIA's Roadmap Rebuttal Tests the Limits of Corporate Denial: NVIDIA issued a statement calling its roadmap intact after a SemiAnalysis report raised delay concerns tied to its Kyber rack architecture, and Pat reads the denial as legally meaningful given the liability regulated companies take on when refuting analyst claims. Both hosts land on the same read, that first customer shipment may hold while full volume ramp slips. Palo Alto Networks and CrowdStrike Undercut the SaaSpocalypse Narrative: CrowdStrike climbed 95% and Palo Alto Networks gained 113% from April to June, each posting record quarters that Daniel says quiet the theory that frontier models would simply replace dedicated cyber tools. Pat adds that security was always the wrong category for that narrative, since it ranks among AI's biggest risks rather than one of its casual replacement targets. New episodes of the Six Five Pod land every week. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode The American AI Champions Doctrine Comes Into Focus — OpenAI 5% Gov Stake, GPT-5.6 Gated to 20 Orgs, and MGX Closes $49B https://www.cnbc.com/2026/07/02/openai-proposes-us-government-own-5percent-stake-to-address-political-blowback.html Anthropic's Super-Week — Mythos + Fable Restored (with California in Tow), and Alibaba Fires Back https://www.axios.com/2026/06/27/commerce-anthropic-mythos-restrictions-lift Palantir–NVIDIA Sovereign AI Alliance — Karp Attacks Token Pricing, Stock +8–9% https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models/ The Embedded AI Engineering Arms Race — AWS $1B FDE Meets Microsoft Frontier Company ($2.5B) https://www.reuters.com/business/retail-consumer/amazons-aws-commits-1-billion-toward-new-unit-embedded-ai-engineers-2026-06-30/ Pat's Anthropic Forbes' Article https://www.forbes.com/sites/patrickmoorhead/2026/05/05/enterprises-need-to-be-careful-before-they-go-all-in-on-anthropic/ Meta Compute — The World's Biggest AI Capex Spender Becomes a Cloud Provider https://www.cnbc.com/2026/07/01/metas-plan-to-launch-a-cloud-business-eases-the-biggest-overhang-on-the-stock.html  The Flip: Enterprise AI value has shifted from model providers to implementation partners — the buyer's next big check is for who builds it, not who trained it. FOR: The AI stack has commoditized fast enough that integration is the new moat. https://www.reuters.com/business/retail-consumer/microsoft-launches-firm-help-companies-adopt-ai-with-25-billion-2026-07-02/ AGAINST: Frontier-model access is still the scarcity, and enterprise IP is the real moat. https://www.cnn.com/2026/06/26/tech/anthropic-mythos-release Bulls & Bears SpaceX Joins the Nasdaq-100 Effective July 7 — First-Ever Pre-IPO-Type Index Add of Its Kind https://finance.yahoo.com/markets/stocks/articles/spacex-joins-nasdaq-100-july-133000124.html SK Hynix Launches ~$28B Nasdaq ADR Listing Today — Potentially the Biggest-Ever First-Time Sale by a Foreign Company https://www.bloomberg.com/news/articles/2026-07-05/sk-hynix-seeks-access-to-ai-investors-in-29-billion-us-listing H1 Mag-7 Divergence — NVDA +7.3% While MSFT Shed 22.9% Over the Same Six Months https://finance.yahoo.com/markets/article/tech-stocks-post-best-6-months-since-2023--even-with-much-of-the-magnificent-7-in-the-penalty-box-chart-of-the-day-100000120.html Palo Alto Networks and CrowdStrike Log Best Cyber Quarters Ever — +113% and +95% Between April and June https://www.cnbc.com/2026/06/30/palo-alto-crowdstrike-stock-ai-mythos.html Enterprises Need To Be Careful Before They Go All-In On Anthropic https://www.forbes.com/sites/patrickmoorhead/2026/05/05/enterprises-need-to-be-careful-before-they-go-all-in-on-anthropic/  

-A judge has ruled that the Pentagon must not treat Chinese online retailer Alibaba as a Chinese military company with respect to new lobbying restrictions. -As reported by Game File, Sony shared a private message to PlayStation developers and publishers that said they "will still be able to place re-orders for existing PlayStation disc games." -The NASA Swift Boost mission launched on Friday morning after a couple of delays, and the agency has started preparing it for its ultimate goal: To rescue the Neil Gehrels Swift Observatory, which is falling faster than anticipated. Learn more about your ad choices. Visit podcastchoices.com/adchoices

If you've spent any time shopping for overlanding gear, you've probably noticed something: add the word "overland" to almost any product, and the price seems to jump overnight. In this episode, I'm diving into what I like to call the **Overlanding Tax**—where it shows up, why it exists, and whether it's ever actually worth paying.I'll break down some of the biggest offenders, from rooftop tents and shovels, to vehicles and other things that can quietly drain your budget. More importantly, I'll share where I think spending extra really does get you better quality and where you might be paying more for branding than performance.Whether you're just getting into overlanding or you've been building your rig for years, this episode is all about helping you make smarter buying decisions, avoid unnecessary expenses, and focus your budget on the upgrades that truly improve your adventures.What do you think is the biggest example of the Overlanding Tax? Let me know in the comments—I'd love to hear where you think the industry gets it right... and where it gets a little carried away.Here are some of the budget priced options I talked about in the episode:Here's a link to the Alibaba page for this camper (use code ALLTHINGSOVERLANDING147 to get 2 items free, worth up to $170 or mention All Things Overlanding to your rep): https://www.alibaba.com/product-detail/Truck-Camper-Custom-Hard-Shell-Rooftop_1601727228413.html?spm=a2747.product_manager.0.0.380971d2UHgNseBudget Shovel: https://amzn.to/3Qhh3B3Setpower Fridge: https://amzn.to/3QSspvsHest Mattress: https://amzn.to/4faagCyWhite Duck Sleeping Bag: https://whiteduckoutdoors.sjv.io/c/2836542/1823262/21733?iratid=41039&u=https%3A%2F%2Fwhiteduckoutdoors.com%2Fcollections%2Fsleeping-bag%2Fproducts%2Fsleeping-bag-0-f

Host: Cindy Allen Published: July 3, 2026 Length: ~15 minutes Presented by: Global Training Center Summary This week on Simply Trade: Cindy's Version, Cindy Allen unpacks another busy week in international trade, covering updates on CAPE refunds, post-summary correction payments, Section 232 investigations, the future of USMCA, and a major Department of Justice settlement involving Alibaba. Using Taylor Swift's "This Is Why We Can't Have Nice Things" as this week's theme, Cindy explores a broader question facing the trade community: Where should responsibility begin—and where should it end? As government enforcement expands beyond importers to brokers, online marketplaces, and other supply chain participants, the episode examines how increased accountability may reshape global trade while raising important questions about fairness, due diligence, and practical implementation. This Week in Trade Members of Congress urged USTR to allow the current Jones Act waiver to expire as scheduled. The Department of Commerce launched a new Section 232 investigation involving certain coal imports. Beginning August 5, CBP will require ACH payments for duties owed on Post-Summary Corrections. CAPE continues expanding, including refund eligibility for qualifying reconciliation entries, while CBP reported significant processing progress. The United States formally initiated the USMCA withdrawal process, beginning the review and renegotiation timeline. The Department of Justice announced a $600 million settlement with Alibaba related to alleged violations of the Food, Drug, and Cosmetic Act. Main Topic The episode's central discussion focuses on the growing trend of expanding legal responsibility across the supply chain. Using the Alibaba settlement as an example, Cindy explores whether online marketplaces, customs brokers, and other intermediaries are increasingly being held accountable for actions traditionally associated with manufacturers or importers. She compares this trend to recent customs enforcement initiatives that place greater expectations on brokers and service providers to identify and report potential violations. The discussion raises an important question for trade professionals: How much responsibility can reasonably be placed on parties who facilitate commerce but may not own, manufacture, or control the products themselves? Key Takeaways CBP continues refining the CAPE refund process as filings increase. ACH payments will soon become mandatory for duties owed on Post-Summary Corrections. USMCA has officially entered its formal review and withdrawal process. The Alibaba settlement signals expanding government expectations for e-commerce platforms. Customs enforcement continues moving toward broader supply chain accountability. Companies throughout the supply chain should expect increasing due diligence expectations. Resources & Mentions Global Training Center Trade Force Multiplier Alibaba USMCA Jones Act Credits Host • Cindy Allen – LinkedIn Producer • Lalo Solorzano

Think your AI assistant is working perfectly? This episode reveals why most AI breakdowns go completely unnoticed and how these "invisible failures" could be skewing the results we rely on. Fable is Back! Alex Stamos: Anthropic is saying "Amazon's inability to appropriately communicate severity threw our industry into chaos". China's Meituan says its new AI model was trained on domestic chips Chinese A.I. Models Gain Ground on Anthropic and OpenAI Claude Science is Anthropic's newest flagship product Previewing GPT-5.6 Sol: a next-generation model The New York Times Amends Lawsuit Against OpenAI and Microsoft OpenAI and Broadcom Unveil Custom A.I. Chip Design Neon Buys 'Artificial,' a Film About OpenAI, After Amazon Dropped It How AI helped the FBI investigate the White House Correspondents' Dinner attack Anthropic says Alibaba illicitly extracted Claude AI model capabilities Lost books by ancient philosophers recovered from 'unreadable' scrolls Ford had to hire back former engineers to fix mistakes made by its automated systems People have stopped trusting news but not newsrooms SpaceX Showed Investors Prototype of Elon Musk's New AI Device * Gemini Spark, Google's agentic assistant, is now available on Mac Jefferies Warns Memory Prices Will Surge 50% in Q3 2026 and Another 40% in Q4, With No Relief Until 2028 US supreme court rules geofence warrants require constitutional privacy protections Four in five under-16s in Australia using social media despite ban, study shows * Podcasting platform Riverside enters the newsletter publishing game The 'Father of the Internet' is finally retiring Political Bias in AI Om Malik, 1966-2026 Marfa Public Radio Puts You to Sleep My post: California's squandered opportunity Palantir coat Hosts: Leo Laporte, Jeff Jarvis, and Mike Elgan Guest: Chris Potts Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT zscaler.com/security XBOW.com rippling.ai/machines

Think your AI assistant is working perfectly? This episode reveals why most AI breakdowns go completely unnoticed and how these "invisible failures" could be skewing the results we rely on. Fable is Back! Alex Stamos: Anthropic is saying "Amazon's inability to appropriately communicate severity threw our industry into chaos". China's Meituan says its new AI model was trained on domestic chips Chinese A.I. Models Gain Ground on Anthropic and OpenAI Claude Science is Anthropic's newest flagship product Previewing GPT-5.6 Sol: a next-generation model The New York Times Amends Lawsuit Against OpenAI and Microsoft OpenAI and Broadcom Unveil Custom A.I. Chip Design Neon Buys 'Artificial,' a Film About OpenAI, After Amazon Dropped It How AI helped the FBI investigate the White House Correspondents' Dinner attack Anthropic says Alibaba illicitly extracted Claude AI model capabilities Lost books by ancient philosophers recovered from 'unreadable' scrolls Ford had to hire back former engineers to fix mistakes made by its automated systems People have stopped trusting news but not newsrooms SpaceX Showed Investors Prototype of Elon Musk's New AI Device * Gemini Spark, Google's agentic assistant, is now available on Mac Jefferies Warns Memory Prices Will Surge 50% in Q3 2026 and Another 40% in Q4, With No Relief Until 2028 US supreme court rules geofence warrants require constitutional privacy protections Four in five under-16s in Australia using social media despite ban, study shows * Podcasting platform Riverside enters the newsletter publishing game The 'Father of the Internet' is finally retiring Political Bias in AI Om Malik, 1966-2026 Marfa Public Radio Puts You to Sleep My post: California's squandered opportunity Palantir coat Hosts: Leo Laporte, Jeff Jarvis, and Mike Elgan Guest: Chris Potts Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT zscaler.com/security XBOW.com rippling.ai/machines

Think your AI assistant is working perfectly? This episode reveals why most AI breakdowns go completely unnoticed and how these "invisible failures" could be skewing the results we rely on. Fable is Back! Alex Stamos: Anthropic is saying "Amazon's inability to appropriately communicate severity threw our industry into chaos". China's Meituan says its new AI model was trained on domestic chips Chinese A.I. Models Gain Ground on Anthropic and OpenAI Claude Science is Anthropic's newest flagship product Previewing GPT-5.6 Sol: a next-generation model The New York Times Amends Lawsuit Against OpenAI and Microsoft OpenAI and Broadcom Unveil Custom A.I. Chip Design Neon Buys 'Artificial,' a Film About OpenAI, After Amazon Dropped It How AI helped the FBI investigate the White House Correspondents' Dinner attack Anthropic says Alibaba illicitly extracted Claude AI model capabilities Lost books by ancient philosophers recovered from 'unreadable' scrolls Ford had to hire back former engineers to fix mistakes made by its automated systems People have stopped trusting news but not newsrooms SpaceX Showed Investors Prototype of Elon Musk's New AI Device * Gemini Spark, Google's agentic assistant, is now available on Mac Jefferies Warns Memory Prices Will Surge 50% in Q3 2026 and Another 40% in Q4, With No Relief Until 2028 US supreme court rules geofence warrants require constitutional privacy protections Four in five under-16s in Australia using social media despite ban, study shows * Podcasting platform Riverside enters the newsletter publishing game The 'Father of the Internet' is finally retiring Political Bias in AI Om Malik, 1966-2026 Marfa Public Radio Puts You to Sleep My post: California's squandered opportunity Palantir coat Hosts: Leo Laporte, Jeff Jarvis, and Mike Elgan Guest: Chris Potts Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT zscaler.com/security XBOW.com rippling.ai/machines

On this week's show Patrick Gray, Adam Boileau and James Wilson discuss the week's cybersecurity news. They cover: Anthropic's Fable 5 returning while OpenAI's GPT-5.6 gets thrown in model jail Distillation, cheap tokens, and AI chat harvesting is an industry in China Edge becomes a lolbin via a new malicious extension An Iranian APT boss's vacation in a beautiful place goes wrong Much, much more! In this week's sponsor interview Daf Stuttard and Katie Warren from Portswigger pop along to talk about how they built an AI security testing product that people would actually feel comfortable using. This episode is also available on YouTube. Show notes Anthropic (@AnthropicAI) on X | X (formerly Twitter) Howard Lutnick (@howardlutnick) on X | X (formerly Twitter) U.S. government gives Anthropic green light for limited re-release of Mythos 5 | NBC News Tech OpenAI limits GPT-5.6 rollout after government request | TechCrunch The U.S. government will decide who gets to use the latest American AI technology | washingtonpost.com Anthropic says Alibaba illicitly extracted Claude AI model capabilities | reut.rs How to Buy Cheap Claude Tokens in China | Alex Stamos (@alexstamos) on X | X (formerly Twitter) Synthesis of Exploitarium Mass Zero-Day Disclosure | detections.ai Mythos on your desk? Using local LLMs for code reviews | Risky Business Media Beyond Fable: Can a Local LLM Replace Cloud AI for Security Code Reviews | Security Research Labs Accelerating EDR Evasion with LLM-Driven Analysis | SpecterOps CISA: Windows BlueHammer flaw now exploited by ransomware gangs | BleepingComputer When cybercriminals hire burglars: Inside an alleged Russian effort to infiltrate multibillion-dollar US law firms | CNN Politics | Social Signals Microsoft quietly extends free Windows 10 ESU support to October 2027 | BleepingComputer Edgecution: Malicious Edge Extension Backdoor | ThreatLabz | Social Signals Bluekit phishing kit adopts browser-in-the-middle for login theft | BleepingComputer New macOS malware embeds fake errors to confuse AI analysis tools | BleepingComputer DraftKings hacker 'Snoopy' sentenced to 18 months in prison | BleepingComputer Polymarket says hackers stole users' funds | TechCrunch Security Australia's spy chief warns of rising terror and cyber threats | japantimes.co.jp Russian hackers were behind $2.5 billion hack of Jaguar Land Rover: Report | TechCrunch Security Iranian national sought by US on hacking charges arrested in Montenegro | apnews.com [un]prompted.au - AI x CyberSecurity: Notes from the Field: Call for Speakers |

A bank just issued the world's first loan to an AI agent. The agent applied, signed, and set its own repayment schedule. That's where marketing now lives — and most teams are still optimizing for the wrong layer. In this episode, Katja Forbes (founder of The CX Evolutionist and author of the field guide on machine customers) explains why AEO is a trap, why "the more discoverable you are, the more interchangeable you are," and what the actual moat looks like in agentic commerce. Fresh off a trip to Alibaba, BYD, and Unitree Robotics in China, Katja walks through the five types of machine customers already in market, why Patagonia's Footprint Chronicles is the B2C playbook, why Walmart's AI procurement is the B2B playbook, and the one mindset shift every marketing leader needs to make this quarter.   What you'll learn • Why "AI agent" is too small a frame — and the 5 types of machine customers already buying today • Why AEO and machine-readability are table stakes, not strategy • The values-as-data play: how Patagonia and Walmart are already winning the agentic moat • Why you can't greenwash an AI agent (and what to do if your supply chain receipts aren't flattering) • The abundance-vs-efficiency mindset shift — and why stripping headcount for AI gains is corporate anorexia This episode is brought to you by Attentive. Attentive helps brands personalize messages across SMS, email, RCS, and push - so every interaction feels relevant, not random. Not more marketing. Better marketing.  That's marketing made personal. That's Attentive.  To learn more visit attentive.com.   ConnectKatja Forbes on LinkedIn The CX Evolutionist on Substack Marketing Trends   Chapters • 0:00 The customer isn't human anymore • 1:34 Inside Alibaba, BYD, and Unitree — what China is shipping today • 4:09 How robots get their brains (and start transacting) • 7:05 The 5 types of machine customers every marketer should know • 10:37 Alibaba's 120-million-order onboarding campaign • 13:33 Your car is reading your emotions — and about to buy on your behalf • 16:31 What the US can actually learn from China's stack • 23:12 "Marketing to robots is not a thing" — the AEO trap • 27:36 A bank just gave the world's first loan to an AI agent • 29:32 Why BJ Fogg's behavior model breaks for machine customers • 37:17 The decision-paralysis problem and the rise of values-as-data • 40:14 Patagonia's Footprint Chronicles: the brand moat playbook • 45:39 Walmart's Pactum: B2B values-as-data is already live • 54:51 Marketers need to start acting like scientists • 56:53 Abundance, not efficiency — the corporate anorexia trap ----Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

OpenAI has released GPT-5.6, but the majority of us will have to wait. ⌚After the Anthropic vs. U.S. Government feud, it now looks like we'll have to wait for frontier models. That wasn't the only big AI news headline that might change your company's AI strategy. Anthropic got the green light to roll out Mythos 5 to a select few, Google reportedly extended its strike team to catch up on coding and more. OpenAI's limited release of GPT-5.6, Mythos starts slow reinstatement, OpenAI gets spicy and more AI news -- An Everyday AI chat with Jordan WilsonNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:OpenAI GPT-5.6 Limited Release ExplainedOpenAI Sol, Terra, Luna Model NamingUS Government Restrictions on AI RolloutsAnthropic Mythos 5 Access and StandoffAnthropic Fable 5 Suspension DetailsGoogle Gemini 3.5 Pro Release DelayedGoogle's AI Coding Mid-Training InitiativeRaiseUS Nonprofit: AI Workforce AdaptationAnthropic Accuses Alibaba of Model DistillationOpenAI & Broadcom Unveil Jalapeno AI ChipKey AI Industry Partnerships & Product LeaksTimestamps:00:00 OpenAI's GPT 5.6 limited release06:14 OpenAI's new model release details09:54 Access suspension and negotiations13:18 Google's AI strategy and delays16:33 Anticipating Gemini 3.5 Pro Release20:40 Accusations of AI model theft24:48 OpenAI and Broadcom chip partnership28:05 OpenAI's recent developments and updates29:56 OpenAI and AI weekly updatesKeywords: GPT-5.6, OpenAI, Anthropic, Mythos 5, Fable 5, Frontier models, Gemini 3.5 Pro, Google, model rollout, limited AI access, AI safety, US government AI regulation, Sol model, Terra model, Luna model, Max reasoning mode, Ultra mode, sub agents, advanced AI benchmarks, coding workflows, cybersecurity, third-party AI analysis, government licensing, AI model guardrails, AI model democratization, model naming scheme, model availability, AI model security, jailbreak resistance, safety filters, general model access, trusted testers, AI export control, national security, Anthropic pullback, supply chain risk, defense department, AI industry competition, talent loss, AI coding, mid training, engineering agents, AI strike team, RaiseUS nonprofit, workforce AI disruption, technology policy, industrial scale distillation, Alibaba, AI model theft, China-US tech tensions, distillation attacks, Jalapeno AI chip, Broadcom, AI inference, custom hardware, data center GPUs, Microsoft, Meta, Elastic compute, AI-powered career navigation, Slack Claude Tag, Canva Grow 2.0, Copilot skills, AI ad creation, AI automation, DigitalOcean plugin, Apple hardware AI, smart glasses, Vision Pro, portfolio tracking AI, Google Finance, home smart speakers, voice AI, GLM 5.2, open source AI, US labor market AI effects, AI job disruption, model leaks, government approval delays.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Start Here ▶️Not sure where to start when it comes to AI? Start with our Start Here Series. You can listen to the first drop -- Episode 691 -- or get free access to our Inner Cricle community and all episodes: StartHereSeries.com Also, here's a link to the entire series on a Spotify playlist. 

A.M. Edition for June 25. Two powerful earthquakes rock Venezuela's capital, rattling other cities and leaving dozens dead. Plus, Anthropic claims Chinese tech-giant Alibaba ran a brazen campaign to access its Claude model. And WSJ economics reporter Justin Lahart explains why the massive AI build-out is becoming a new catalyst for inflation, driving up prices for components and electricity. Luke Vargas hosts. Listen to all episodes in our series on ideas for fixing the housing crisis. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple hiked Mac and iPad prices 15-25% on the memory crunch; iPhones held steady. Anthropic accused Alibaba of distilling Claude 28.8 million times. IBM detailed a 0.7nm chip, Facebook revived its Creator Studio app, and Kalshi chased a $40B valuation. Apple raises Mac, iPad, and other product prices by 15%-25%, saying it has "never seen a component price increase this much, this quickly"; iPhone is unchanged (WSJ) Apple Raises Mac and iPad Prices to Counter Memory Shortages (Bloomberg) Sources: in a letter to US officials, Anthropic accused Alibaba of adversarial distillation, using Claude 28.8M times from April to June via almost 25K accounts (Bloomberg) IBM details a 0.7nm chip manufacturing process that utilizes a "nanostack" 3D transistor architecture, which it says could continue chip innovation for 10 years (The New York Times) Facebook brings back Facebook Creator Studio as a stand-alone app with a built-in AI chatbot to help creators grow their audiences through personalized guidance (TechCrunch) Meta looks to AI to review harmful content in cost-cutting drive (FT) Sources: Kalshi is in talks to raise funding at a ~$40B valuation in a round that may close as soon as Q3; Kalshi raised $1B at a $22B valuation in May 2026 (FT) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices