Podcasts about Analysis

Brad and Tom discuss the first episode of Monarch: Legacy of Monsters Season Two - Cause and Effect. Sit back, relax and ENJOY this episode of The Jurassic Park Podcast!Please check out my Newsletter featured on Substack! You can sign up for the newsletter featuring the latest from Jurassic Park Podcast and other shows I'm featured on - plus other thoughts and feelings towards film, theme parks and more!FOLLOW USWebsite: https://www.jurassicparkpodcast.com/YouTube: https://www.youtube.com/@JurassicParkPodcastInstagram: https://www.instagram.com/jurassicparkpodcast/Bluesky: https://bsky.app/profile/jurassicparkpod.bsky.socialThreads: https://www.threads.net/@jurassicparkpodcastFacebook: https://www.facebook.com/jurassicparkpodcastApple Podcasts: https://apple.co/2VAITXfSpotify:  https://spoti.fi/2Gfl41TDon't forget to give our voicemail line a call at 732-825-7763!Catch us on YouTube with Wednesday night LIVE STREAMS, Toy Hunts, Toy Unboxing and Reviews, Theme Park trips, Jurassic Discussion, Analysis and so much more.

Check out our new Stretford Paddock Merchandise: https://stretfordpaddock.store/ Join Joe, Jay, Stephen Howson and Adam McKola for Off The Bar as they try to unpick what United need to do in the summer transfer window to take us up a level and be frontrunners for the Premier League title next season! Become a member! - https://www.youtube.com/channel/UC7w8GnTF2Sp3wldDMtCCtVw/join Stretford Paddock has content out EVERY DAY, make sure you're subscribed for your Man United fix! - https://bit.ly/DEVILSsub

Anthony and Alex react to the reports that the Giants held a highly successful formal meeting with Ohio State LB Sonny Styles at the 2026 NFL Scouting Combine. With the #5 overall pick, the Giants are in prime position to land a player that Daniel Jeremiah is already comparing to Fred Warner. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Host Nichel Anderson celebrates Power of Reading Week of Season 9 2025-2026 with a tribute to one of the most influential voices of the Harlem Renaissance — Zora Neale Hurston. In this first installment of a multi‑part reading, Nichel opens “Their Eyes Were Watching God” from the very beginning, reading the foreword and offering historical commentary that brings Hurston's world to life. Through thoughtful narration and analysis, Nichel discusses the groundbreaking role Hurston played as a pioneering Black woman writer whose work continues to be studied in universities and cherished by readers across the globe. She also honors the women and literary figures who championed Hurston's legacy, ensuring her place among the greatest writers of the last century and beyond. This episode invites listeners to rediscover the beauty and depth of Hurston's prose while reflecting on the cultural movement that made her voice possible. Part 1 of this reading and discussion lays the foundation for future episodes, where Nichel will continue exploring the novel's themes, characters, and enduring message of empowerment and self‑realization.   Timestamps: 0:00 - 0:40 Intro 0:20 Prayer 0:43 Show Starts, Their Eyes Were Watching GOD, by Zora Neale Hurston 2:20  Reading Foreword 5:43 My Analysis of the critics 6:00 DTC Movement and Harlem Renaissance 7:30 Assessment of the critics from then to now movement 8:00 Supporters Pioneers Bringing Back Into Print and Rival of Ms. Hurston's book 25:10 Starting the Reading of book “Their Eyes Were Watching God” 35:02 Analysis of Part 1 Reflection  --   Follow:   NichelAnderson.com/podcast  

The Twilight Saga: Eclipse Full Reaction Watch Along:   / thereelrejects   Visit https://huel.com/rejects to get 15% off your order TWILIGHT (2008) Movie Reaction:    • TWILIGHT (2008) MOVIE REACTION – WAIT...IS...   TWILIGHT: NEW MOON (2009) Movie Reaction:    • TWILIGHT: NEW MOON (2009) MOVIE REACTION –...   Gift Someone (Or Yourself) An RR Tee! https://shorturl.at/hekk2 With the original Twilight down, Greg & Tara RETURN for their TWILIGHT: NEW MOON Reaction, Recap, Commentary, Analysis, Breakdown, & Spoiler Review!! Greg Alba & Tara Erickson continue their journey through Forks with their reaction & review of The Twilight Saga: Eclipse (2010) — the action-packed third chapter in the global phenomenon based on Stephenie Meyer's bestselling novels. Directed by David Slade, Eclipse raises the stakes as Bella Swan finds herself caught not only between Edward Cullen and Jacob Black, but in the middle of an all-out vampire war threatening the Pacific Northwest. Follow Tara Erickson: Youtube: https://www.youtube.com/@TaraErickson Instagram:  https://www.instagram.com/taraerickson/ Twitter:  https://twitter.com/thetaraerickson Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials:  Instagram: https://www.instagram.com/reelrejects/  Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad:  Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM:  FB:  https://www.facebook.com/TheReelRejects/ INSTAGRAM:  https://www.instagram.com/reelrejects/ TWITTER:  https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM:  https://www.instagram.com/thegregalba/ TWITTER:  https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices

LESTAT MUST DIE!! Interview With The Vampire Full Reaction Watch Along:   / thereelrejects   Visit https://huel.com/rejects to get 15% off your order Gift Someone (Or Yourself) An RR Tee! https://shorturl.at/hekk2 Interview with the Vampire Ep 1 REACTION:    • INTERVIEW WITH THE VAMPIRE S1 EPISODE 1 RE...   Interview with the Vampire Ep 2 REACTION:    • INTERVIEW WITH THE VAMPIRE S1 EPISODE 2 RE...   Interview with the Vampire Ep 3 REACTION:    • INTERVIEW WITH THE VAMPIRE S1 EPISODE 3 RE...   Interview with the Vampire Ep 4 REACTION:    • INTERVIEW WITH THE VAMPIRE 1x4 REACTION – ...   Interview with the Vampire Ep 5 REACTION:    • INTERVIEW WITH THE VAMPIRE 1x5 REACTION – ...   Interview with the Vampire (1994) Movie Reaction:    • INTERVIEW WITH THE VAMPIRE (1994) MOVIE RE...   It's the penultimate episode of season 1 as Greg & Roxy CONTINUE their Interview with the Vampire Reaction, Recap, Analysis, Breakdown, Commentary, & Spoiler Review!! Greg Alba & Roxy Striar react to Interview with the Vampire – Season 1, Episode 6, “Like Angels Put in Hell by God”, one of the most emotionally devastating chapters of AMC's adaptation of Anne Rice's legendary novel. As Claudia's rebellion against Lestat escalates, the fragile, toxic family dynamic between Louis, Lestat, and their “daughter” begins to implode in spectacular and horrifying fashion. Follow Roxy Striar YouTube:https://www.youtube.com/@TheWhirlGirls Instagram: https://www.instagram.com/roxystriar/?hl=en Twitter:  https://twitter.com/roxystriar Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials:  Instagram: https://www.instagram.com/reelrejects/  Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad:  Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM:  FB:  https://www.facebook.com/TheReelRejects/ INSTAGRAM:  https://www.instagram.com/reelrejects/ TWITTER:  https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM:  https://www.instagram.com/thegregalba/ TWITTER:  https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices

Paul Blake Smith is an author and researcher known for examining controversial historical events and popular mysteries through investigative writing. In works framed around themes such as An Urban Legend, Smith explores how stories, rumors, and disputed historical claims develop over time—analyzing eyewitness accounts, official reports, media coverage, and cultural context. His work emphasizes separating documented fact from narrative embellishment, showing how urban legends can emerge, spread, and sometimes obscure the underlying historical reality.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-x-zone-radio-tv-show--1078348/support.Please note that all XZBN radio and/or television shows are Copyright © REL-MAR McConnell Meda Company, Niagara, Ontario, Canada – www.rel-mar.com. For more Episodes of this show and all shows produced, broadcasted and syndicated from REL-MAR McConell Media Company and The 'X' Zone Broadcast Network and the 'X' Zone TV Channell, visit www.xzbn.net. For programming, distribution, and syndication inquiries, email programming@xzbn.net.We are proud to announce the we have launched TWATNews.com, launched in August 2025.TWATNews.com is an independent online news platform dedicated to uncovering the truth about Donald Trump and his ongoing influence in politics, business, and society. Unlike mainstream outlets that often sanitize, soften, or ignore stories that challenge Trump and his allies, TWATNews digs deeper to deliver hard-hitting articles, investigative features, and sharp commentary that mainstream media won't touch.These are stories and articles that you will not read anywhere else.Our mission is simple: to expose corruption, lies, and authoritarian tendencies while giving voice to the perspectives and evidence that are often marginalized or buried by corporate-controlled media

In today's episode, we present a Spoiler Free look at Monarch: Legacy of Monsters Season Two with Brad Jost and Tom Jurassic! We've seen Season Two of the show thanks to Apple TV and we're excited to talk about it with you! Sit back, relax and ENJOY this episode of The Jurassic Park Podcast!Please check out my Newsletter featured on Substack! You can sign up for the newsletter featuring the latest from Jurassic Park Podcast and other shows I'm featured on - plus other thoughts and feelings towards film, theme parks and more!FOLLOW USWebsite: https://www.jurassicparkpodcast.com/YouTube: https://www.youtube.com/@JurassicParkPodcastInstagram: https://www.instagram.com/jurassicparkpodcast/Bluesky: https://bsky.app/profile/jurassicparkpod.bsky.socialThreads: https://www.threads.net/@jurassicparkpodcastFacebook: https://www.facebook.com/jurassicparkpodcastApple Podcasts: https://apple.co/2VAITXfSpotify:  https://spoti.fi/2Gfl41TDon't forget to give our voicemail line a call at 732-825-7763!Catch us on YouTube with Wednesday night LIVE STREAMS, Toy Hunts, Toy Unboxing and Reviews, Theme Park trips, Jurassic Discussion, Analysis and so much more.

Catch Ring Rust Radio's #Raw and #SmackDown Reviews, Dirtsheet Busters, This Week in All Elite, Ring Rust Retro, Fan Emails and so much more! Join the Patreon for bonus content and ad free episodes: https://www.patreon.com/ringrustradio  Check out our Youtube Channel: https://www.youtube.com/user/RingRustRadio Ring Rust Radio Merch: https://www.prowrestlingtees.com/related/ring-rust-radio.html Join the Official UNofficial Facebook page: https://www.facebook.com/groups/898001903694100/  If you want to ask us a question, email us at ringrustradio@yahoo.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/ring-rust-radio--3202039/support.

Episode 096 welcomes three-headed prog-tronic hydra lespecial, plus enigmatic bass-wizard Yheti, for an expansive deep dive into their mind-bending collaborative portal - LIMINOID. Framed through the lens of "A Year in the Life of lespecial," the conversations chronicle a monumental run from Jam Cruise 21 in Feb.2025, thru the LIMINOID experience, then NYE marking their 20th anniversary since forming as high-schoolers in the woods of Connecticut, before looking towards the future. This episode orbits LIMINOID's debut The Outernet, an idiosyncratic sonic tapestry and brilliantly-bizarre concept album where the searing precision of Rory Dolan, Luke Bemand, and Jonny G is masterfully manipulated by the surgical, mad scientist sound design of Yheti. Ep.096 finishes with Tales of a Tour Manager featuring Bret Peretz [Pigeons Playing Ping Pong]. 00:00 - Ep.096 preview 03:30 - check out Four Peaks Medicinals 04:30 - Golden Road Gathering 05:45 - The Upful Update 09:15 - Intro: a year in the life of lespecial  Interviews  13:15 - Rory Dolan, Luke Bemand, Jonny G - Jam Cruise, Feb‘25 52:15 - Yheti & Jonny G - December '25 1:17:00 - Rory - Feb '26 1:39:45 - Luke - Feb '26 2:03:30 - Jonny G - Feb '26 2:28:30 - Tales of a TM ft. Bret Peretz (P4) - July '25 lespecial: A Year In The Life begins on the ragey open seas, as B.Getz connects with all three members of lespecial while aboard Jam Cruise in Feb. 2025. This Day 5 cabin summit at the tail end of this floating carnival captures the fellas [Rory Dolan - drums/vox, Luke Bemand - bass/synths, Jonny G - guitar/synths, vox] reflecting on the boat's bombastic musical escapades, playing with (friends of the pod) Alex Wasily, Mike Dillon and Skerik, Rory's Primus audition, introducing new music onstage, revisiting “Cannibal Holocaust”, spotlighting their relationship with Yheti and a forthcoming collaboration at the time still in its infancy.  The narrative shifts to a focused deep dive in early December 2025 with Yheti, plus a little more color from Jonny G. Since it was always his baby, BG looks to Tyler Yheti to properly unpack the modus operandi behind the LIMINOID endeavor. Explore the creation of The Outernet, how they navigated the "liminal space" between organic instrumentation and avant-garde electronics. This segment highlights the brilliance of the concept, recalls initial challenges performing this project live (see - Mishawaka in May 2025), the tricks and tools required to bring this genre-schitzo robot to life - both in studio and then onstage, and creating a new hybrid strain of intoxicating, brain-splattering sound art that exists beyond traditional boundaries. The saga continues: a series of individual conversations with Rory, Luke, and Jonny from early Feb. 2026.  We complete this podcast revolution around the sun, honor 20 years of hometown buddies who made good, and look towards their mighty bright immediate future. These one-on-one sessions allow for a more granular peek into personal growth, interband dynamics, and creative philosophies as they recognize a brotherhood that has kept them bonded since teenage garage band glory. We amp the stoke for lespecial's long-awaited return to West Coast's burnin' shores on the cryptically-titled Tentacle Difficulties tour. Behold this monumental, DIY evolution from small-town Connecticut proggy power trio to a genre-blurring, frontal-lobe leviathan known to us mere mortals as lespecial. For an episode chaser B.Getz checks in with an old friend in Bret Peretz, a connection rooted at Spirit of Suwannee Music Park years ago. The longtime Tour Manager for Pigeons Playing Ping Pong has worked many jobs behind the scenes over the course of a decade-plus. Several months back, Bret opened up about his beautiful journey from the hotel hospitality industry and nearly joining the Coast Guard, humble backstage beginnings all the way to the P4 gig at the heart of contemporary jam scene success. ViBE Junkie Jam  lespecial - "Boundary Dissolution”  Suwannee Hulaween 2023 lespecial's signature blend of “heavy future groove” combines headbanging metal riffage and surgical rhythmic precision with bone shaking 808s, sub synths and ethereal vocal stylings for a dance floor that welcomes moshing, dancing and hip swaying alike. Listeners are taken on a journey to the musical netherworld through esoteric soundscapes punctuated by raw, primal power. LIMINOID is a musical entity formed through the integration of data streams from Yheti and lespecial, two distinct sonic architects. Yheti orchestrates the sonic experiment while lespecial contributes live instrumentation encoded with rhythmic complexity. Analysis of live performance recordings reveals high variability and dynamic modulation of energy states. Audience response patterns indicate elevated engagement during improvisational sequences. Conclusion: LIMINOID functions as a high-intensity auditory experiment, optimized for real-time adaptation and multi-genre convergence without reliance on predefined constraints. System recommends further observation.  Their debut live performance was May 2025 at Mishawaka Amphitheater in Bellvue, CO. 2025 debut LP ‘The Outernet' is a 12 track concept album that explores the liminal space between humanity and technology. The group performed at several festivals and a short tour in November 2025. RORY DOLAN Interview w/ BG about Primus audition. March 2025 Upful LIFE 2025: Favorite Records & More! [LIMINOID review inside] Jonny G on The Upful LIFE Podcast - Ep.40 Slaytanic Panic: lespecial's Wet ‘N' Wild NorCal Debut  CHECK OUT OUR SPONSORS Four Peaks Medicinals Golden Road Gathering BISS LIST   AARON SCHWARTZ ART LAZYMOON DESIGN for promo/poster art needs Support! Send B.G. a coupla' dollas 4 makin U holla! Upful LIFE Patreon EMAIL the SHOW PLEASE LEAVE A REVIEW on Apple Podcasts Listen/Comment on Spotify Theme Song: "Mazel Tov"- CALVIN VALENTINE

In today's pod we breakdown Daniel Jeremiah's top 50 big board prior to the NFL combine! I hope you enjoy! TWITTER: https://mobile.twitter.com/FBallAnalysisYT     Welcome to the Football Analysis Podcast! Subscribe for all NFL related content! Please drop 5 star rating if you enjoyed the pod as all support is very much appreciated! Thanks for listening!     #nfl #nflfootball #football #nfldraft #nfldaily     Support Us By Supporting Our Sponsors!   Save 55% on your first box of The Pets Table, PLUS 10% off your next 2 boxes with code ANALYSIS55 at https://bit.ly/4qDpHWG   Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/GFB. Application times may vary. Rates may vary.     Download PrizePicks here! https://prizepicks.onelink.me/ivHR/GFB CODE: GFB   Arena Club: 20% off your first Slab Pack or card purchase by going to https://arenaclub.com/GFB and use code GFB.    Bear Mattress: Click here https://bearmattress.com/analysis and use analysis to get 40% off your mattress + 2 free pillows. Offers are subject to change.   Gametime: Download the Gametime app (https://gametime.co/) and redeem code ANALYSIS for $20 off your first purchase (terms apply)  

In today's pod we breakdown the 2026 NFL free agency class and why it is disappointing relative to other years. I hope you enjoy!   TWITTER: https://mobile.twitter.com/FBallAnalysisYT     Welcome to the Football Analysis Podcast! Subscribe for all NFL related content! Please drop 5 star rating if you enjoyed the pod as all support is very much appreciated! Thanks for listening!     #nfl #nflfootball #football #nfldraft       Support Us By Supporting Our Sponsors!   Save 55% on your first box of The Pets Table, PLUS 10% off your next 2 boxes with code ANALYSIS55 at https://bit.ly/4qDpHWG   Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/GFB. Application times may vary. Rates may vary.   Use code GFB50 to get $50 off plus free shipping on your first Good Chop box at https://bit.ly/4qoTeUX!   Download PrizePicks here! https://prizepicks.onelink.me/ivHR/GFB CODE: GFB   Arena Club: 20% off your first Slab Pack or card purchase by going to https://arenaclub.com/GFB and use code GFB.    Bear Mattress: Click here https://bearmattress.com/analysis and use analysis to get 40% off your mattress + 2 free pillows. Offers are subject to change.   Gametime: Download the Gametime app (https://gametime.co/) and redeem code ANALYSIS for $20 off your first purchase (terms apply)    

Kate Gordon has watched American energy policy evolve for two decades across multiple presidential administrations. Her frank conversation about rising utility bills, surging demand from data centers, the complicated truth about coal's comeback and whether an all-of-the-above energy strategy still exists in America or whether we're now just picking winners and losers.

If you're a high-achieving professional, you might be making the mistake of using one strategy for both your career and business. This episode explores the importance of separating your career and business strategies, using the SWOT analysis as a tool to gain clarity, improve your focus, and ensure progress without burnout. You'll learn how distinct approaches to reputation, scalability, and sustainability can lead to sharper strategies and clearer outcomes for you.In This Episode:00:00 Career vs. Business: Separate Strategies02:24 Career as a Platform, Not a Destination04:44 Reputation: Different Outcomes07:25 Clarity Prevents BurnoutKey Takeaways:Differentiate your career platform from your business destination to avoid stalled growth.Apply SWOT analysis with distinct lenses for your career (performance, reputation, advancement) and your business (systems, scalability, sustainability).Understand that while your career provides resources, your business offers ownership and potential for greater impact.Recognize that reputation holds different ownership and outcomes in your career versus your business context.Align your career and business strategies to prevent burnout and ensure your efforts reinforce each other for sustained momentum.Resources:Well Why Not Workbook: https://bit.ly/authormauricechismPodmatch: https://bit.ly/joinpodmatchwithmaurice*FREE* 5 Bold Shifts to help you silence doubt and start moving: https://bit.ly/5boldshiftsConnect With:Maurice Chism: https://bit.ly/CoachMauriceWebsite: https://bit.ly/mauricechismTo be a guest: https://bit.ly/beaguestonthatwillnevrworkpodcastBusiness Email: mchism@chismgroup.netBusiness Address: PO Box 460, Secane, PA 19018Subscribe to That Will Nevr Work Podcast:Spreaker: https://bit.ly/TWNWSpreakerSupport the channelPurchase our apparel: https://bit.ly/ThatWillNevrWorkPodcastapparel 

Analysis of the information available on the would-be assassins of Donald John after a  North Carolina man, Austin Tucker Martin, is shot and killed after attempting to enter Mar-a-Lago armed with a shotgun and a gasoline can and the U.K. arrests Peter Mandelson, the ex-ambassador to the U.S. on suspicion of misconduct over Epstein ties.

Some very painful school memories kick off this episode, with the sting of the cane, the strap and the long wooden ruler echoing in the stories from four very naughty boys. But wait, there's more where that came from as discussion turns to the big news of the week: the Bardot reunion. On a more serious note, sports of all persuasions get the once over, including footy, T20 World Cup, the Moto GP, EPL and the Polish darts. On a musical note, as we use that term dangerously in this case, the chart for discussion comes from 4GR Toowoomba, February 1970. Stand by for a shocking revelation that may irreparably damage the very shaky musical credibility of one of the Ruck 'n' Roll team. We use the term team very dangerously there as well. Ruck ON! Kevin Hillier, Mark Fine, Stephen J Peak, Ken Francis Post-production by Steve Visscher | Southern Skies Media for Howdy Partners Media | www.howdypartnersmedia.com.au/podcasts © 2026See omnystudio.com/listener for privacy information.

Michael Townsend is a researcher linked to claims of having uncovered scientific proof supporting the existence of Bigfoot (Sasquatch). His work focuses on analyzing reported physical traces, environmental patterns, and eyewitness testimony while advocating for systematic testing and biological verification. As with many such assertions in cryptozoology, discussions surrounding Townsend's claims emphasize the need for independently verified specimens, confirmed DNA, and peer-reviewed validation, placing his research within the continuing debate between field reports and accepted scientific standards.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-x-zone-radio-tv-show--1078348/support.Please note that all XZBN radio and/or television shows are Copyright © REL-MAR McConnell Meda Company, Niagara, Ontario, Canada – www.rel-mar.com. For more Episodes of this show and all shows produced, broadcasted and syndicated from REL-MAR McConell Media Company and The 'X' Zone Broadcast Network and the 'X' Zone TV Channell, visit www.xzbn.net. For programming, distribution, and syndication inquiries, email programming@xzbn.net.We are proud to announce the we have launched TWATNews.com, launched in August 2025.TWATNews.com is an independent online news platform dedicated to uncovering the truth about Donald Trump and his ongoing influence in politics, business, and society. Unlike mainstream outlets that often sanitize, soften, or ignore stories that challenge Trump and his allies, TWATNews digs deeper to deliver hard-hitting articles, investigative features, and sharp commentary that mainstream media won't touch.These are stories and articles that you will not read anywhere else.Our mission is simple: to expose corruption, lies, and authoritarian tendencies while giving voice to the perspectives and evidence that are often marginalized or buried by corporate-controlled media

Marla LaRue is presented in some circles as a UFO experiencer who reports alien abduction encounters, while critics question the credibility of her claims. Discussions surrounding LaRue typically center on the nature of personal testimony, memory, trauma, and the standards of evidence applied to extraordinary experiences. As with many high-profile abduction narratives, her story exists within a broader debate over verification, psychological interpretation, belief systems, and the challenges of assessing claims that lack independently corroborated physical proof.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-x-zone-radio-tv-show--1078348/support.Please note that all XZBN radio and/or television shows are Copyright © REL-MAR McConnell Meda Company, Niagara, Ontario, Canada – www.rel-mar.com. For more Episodes of this show and all shows produced, broadcasted and syndicated from REL-MAR McConell Media Company and The 'X' Zone Broadcast Network and the 'X' Zone TV Channell, visit www.xzbn.net. For programming, distribution, and syndication inquiries, email programming@xzbn.net.We are proud to announce the we have launched TWATNews.com, launched in August 2025.TWATNews.com is an independent online news platform dedicated to uncovering the truth about Donald Trump and his ongoing influence in politics, business, and society. Unlike mainstream outlets that often sanitize, soften, or ignore stories that challenge Trump and his allies, TWATNews digs deeper to deliver hard-hitting articles, investigative features, and sharp commentary that mainstream media won't touch.These are stories and articles that you will not read anywhere else.Our mission is simple: to expose corruption, lies, and authoritarian tendencies while giving voice to the perspectives and evidence that are often marginalized or buried by corporate-controlled media

On the Overthinking It Podcast, we tackle “Roundball Rock” and the tradition of non-diagetic sports theme music. Episode 920: Fundamentally, a Different Kind of Juice originally appeared on Overthinking It, the site subjecting the popular culture to a level of scrutiny it probably doesn't deserve. [Latest Posts | Podcast (iTunes Link)]

Take a Network Break! We start with follow-ups on secure browsers and data centers in space, and then sound the red alert about an RCE vulnerability in NLTK. On the news front, Palo Alto Networks acquires a startup that monitors endpoints for malicious packages, browser extensions, scripts, and other threats, Lumen debuts a multi-cloud gateway... Read more »

Take a Network Break! We start with follow-ups on secure browsers and data centers in space, and then sound the red alert about an RCE vulnerability in NLTK. On the news front, Palo Alto Networks acquires a startup that monitors endpoints for malicious packages, browser extensions, scripts, and other threats, Lumen debuts a multi-cloud gateway... Read more »

Anthony and Alex break down their "Combine Watchlist" for the Giants as the action kicks off in Indianapolis. From the #5 overall pick to the deep-sleeper options, we analyze who the Giants should be keeping an eye on this week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Take a Network Break! We start with follow-ups on secure browsers and data centers in space, and then sound the red alert about an RCE vulnerability in NLTK. On the news front, Palo Alto Networks acquires a startup that monitors endpoints for malicious packages, browser extensions, scripts, and other threats, Lumen debuts a multi-cloud gateway... Read more »

Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

Anton Stach scores a 35-yard free-kick stunner - his third of the season - but Tammy Abraham's 88th-minute equaliser denies Leeds all three points at Villa Park. We react to Aston Villa 1-1 Leeds United, discuss Karl Darlow's incredible triple save, Farke's counter-attacking masterclass with just 33% possession, and ask whether two points were dropped or one gained. Plus, we preview Saturday's huge clash against Man City at Elland Road (5:30pm, Sky Sports). City are on a five-game winning streak and chasing Arsenal for the title - but Leeds showed in the 3-2 reverse fixture they can compete. Can Elland Road under the lights make the difference? We discuss team news, Stach's fitness, the goalkeeper dilemma and how to stop Erling Haaland. Leeds sit 15th with 31 points, six clear of the drop zone, with a massive run of home games coming up. Marching On Together.

In this week's Akem's Analysis, I'm looking at the FCS teams with the most star power, NDSU's petition to be eligible for the CFP and the MWC championship, and the specifics of Sac State's deal with the MAC. I'm talking about all of this and more in this week's Akem's Analysis. Like and comment your thoughts down below! SUBSCRIBE BEFORE YOU LEAVE!!! 0:00 -  Intro 2:21 - Most Star Power in the FCS14:10 - NDSU Seeking Petition For CFP/MWC Championship Eligibility 22:52 - Sac State Giving Up A Lot To Join MAC31:39 - Rule Changes Coming In CFB? 37:36 - Top FCS Draft Prospects in 202646:37 - Elibigility Lawsuits in CFB51:53 - Final Thoughts54:05 - EndFollow My Socials: Twitter/X:https://x.com/s_akem18?s=21INSTAGRAM: https://www.instagram.com/s_akem18?igsh=NWp2Njdta216OTZq&utm_source=qrTikTok: https://www.tiktok.com/@samuelakem18?_t=8kcXTSonq6E&_r=1

The beautiful Imagery is Lakewood New Jersey Sunday evening 2/22/26 just a few hours into the storm. Sent to me by a friend. Chapter 1: The Impending Bomb Cyclone 00:02-00:22: Introduction to the "weather with enthusiasm" and the powerful winter storm, forecasted to be a bomb cyclone. 00:22-01:18: Discussion of the storm's rapid development, drop in barometric pressure, and comparison to hurricane strength. Chapter 2: The Storm's Impact - Snow and Hazards 01:18-02:22: Explanation of the storm's collision with cold air and moisture, leading to heavy, wet snow, and the concept of "heart attack snow." 02:22-03:28: Details on snow-to-water ratio, the threat of "blow snow" due to strong winds, and the terminology of a "Norland trough" or "inverted trough." Chapter 3: Forecasting Challenges and Bullseyes 03:28-04:33: How the inverted trough affects precipitation, particularly in the Philadelphia metro area, and the predictability of the storm's path for Southeast Massachusetts. 04:33-05:42: Discussion of the deformation zone and three interacting mesoscale features responsible for heavy snow, including frontogenesis and band evolution. Chapter 4: Widespread Wind Damage and Coastal Concerns 05:42-06:51: The risk of widespread wind damage, power outages due to heavy wet snow and strong winds, and the unique phenomenon of "blowout tide" in the Chesapeake Bay. Chapter 5: The Spiritual Side of the Storm 06:51-07:51: A philosophical interlude connecting the storm's timing to gravitational pull and the concept of "Teshuvah" (repentance) during "Shovavim." 07:51-08:53: How the New York City National Weather Service has adjusted snowfall forecasts, the concept of orographic enhancement, and high snowfall predictions for New Jersey. Chapter 6: Snowfall Predictions and Esoteric Connections 08:53-10:01: Analysis of different snowfall prediction scenarios for New Jersey, including the role of the main storm and the inverted trough. 10:01-11:03: The impact of heavy snowfall on road crews, school cancellations in New York City, and the spiritual significance of snow as a symbol of purification and stillness. Chapter 7: Snow as a Symbol of Unity and Opportunity 11:03-12:09: Further spiritual reflections on the meaning of snow, its connection to "Shovavim" and "Adar," and the idea of "Simcha" (joy). 12:09-13:12: The opportunity for "Chesed" (kindness) during snowstorms, safety protocols, and the practical and symbolic significance of snow as a "Mikvah" (ritual bath). Chapter 8: The "Emes" of Snow 13:12-14:15: A deeper dive into the "Gematria" (numerical value) of "Sheleg" (snow) and "Emis" (truth), and how snow can symbolize unity and a clearer perception of truth. 14:15-15:15: The idea that snow covers superficial differences, allowing for a focus on human connection, and the potential for these spiritual thoughts to inspire further contemplation. Chapter 9: Concluding Remarks 15:15-16:16: The speaker reiterates the spiritual significance of the storm, especially for Lakewood, and offers well wishes for a safe week. 16:16-16:47: A reminder to refer to the previous episode for more in-depth details about the storm.Become a supporter of this podcast: https://www.spreaker.com/podcast/weather-with-enthusiasm--4911017/support.

Topics: The Simplicity of God's Will, Not Everything That Happens is God's Will, The Paralysis of Analysis in Decision Making, God's Will Concerning the Process of Grief, Revelation 21:4, Why You Can't Drop Out of God's Will, Every Sin Requires Death but Jesus Paid Once for All Hebrews, 10:10-14, The Lie of Waiting on God While Ignoring Help, Reading Your Bible Does Not Unlock God's Will, Why Your Will is the Same as God's Will, You Cannot Frustrate the Omniscient One, Romans 5:1, Our New Heart, Ezekiel 36:26, Debunking the Perfect versus Permissive Will Dartboard, The Myth of Sufferings and the Cross to Bear, We Have Been Crucified and Reborn with Christ, Galatians 2:20, Decisions and Bad Choices Cannot Override the Creator, Finding Rest and Freedom in a Good Father's Arms, God's Will is that We Give Thanks in all Things, 1 Thessalonians 5:18, Being Reborn into the Family of Grace, The Renewal of the Mind and Wisdom in Christ, Romans 12:2, Working through Us to Fulfill His Good Purposes, Philippians 2:13, The Glory of Oneness with the Father and Son, John 17:22-23, Why Anxiety is Not Coming from God, Righteousness is Not Lost Based on Unrighteous Choices, Proverbs 12:5, Spiritual Healing through the Finished Work of Christ, The Sufficiency of Grace in all Circumstances, Top Ten Lies About God's Will, Trusting the Spirit of Jesus within You, Why You Haven't Missed the Boat on God's Calling, Your Identity as a Child of God in Christ Support the showSign up for Matt's free daily devotional! https://mattmcmillen.com/newsletter

This is the audio version of the Naavik Digest newsletter published on February 22nd, 2026. We explore how niche subgenres – Block, Sort, and Screw – are reshaping the mobile puzzle market.You can read the newsletter (with even more sections and visual detail) here: https://www.naavik.co/digest/how-niche-subgenres-are-reshaping-the-mobile-puzzle-marketMeet us at GDC 2026 by filling out this short form: https://naavik.typeform.com/to/gVDtj4UO Let us know what you think by sending us a note at podcast@naavik.co.Watch our episodes: YouTube ChannelFor more episodes and details: Podcast WebsiteFree newsletter: Naavik DigestFollow us: Twitter | LinkedIn | WebsiteSound design by Gavin Mc Cabe.

Send a textWelcome to episode 58 of 'The Dawah Clinic' where we will be addressing your dawah dilemma's. If you have difficulty in answering certain questions or need help in responding to polemics towards Islam and Muslims, fear no more the dawah clinic is here to help empower you. So keep a note of your dawah dilemma's and call into the show or post your questions in the live chat.  Please note : waiting lists are very high and clinic places are limited to a maximum of 10 placements at any given time so keep your questions concise, to the point and please be patient. Link to Join The Dawah Clinic: ​https://www.buymeacoffee.com/ijazthetrini Please help Br Ijaz with his monthly medical fees, if you are able to. Jzk khairDownload your free PDF copy of Abraham Fulfilled here:https://sapienceinstitute.org/abraham-fulfilled/Purchase a paperback copy from Amazon here:https://tinyurl.com/2xkv4ynu© 2025 EFDawah All Rights ReservedVoice only nasheed licence provided by vocaltunez.com Title : It's closeWebsite : https://efdawah.com/EFDawah بالعربية (Arabic)https://www.youtube.com/channel/UCWDR...EFDawah Bosniahttps://www.youtube.com/channel/UCgcz...EFDawah Indonesiahttps://www.youtube.com/channel/UCSGJ...Podcast Website (New)https://efdawah.buzzsprout.com/RSS FeedTimestamps:00:00 - Intro01:05 - EF Dawah Panel join: Format of the Stream 04:11 - Lighthouse Mentoring Project04:51 - Discourse on rising crimes & fall of society07:37 - Refuting the claim about Qur'an's translation12:55 - Debunking the argument of praying in arabic 16:39 - Message to Christians19:31 - Advice about dawah: simplicity & connection27:39 - Giving Dawah to Christians29:57 - Exploring Communication Skills in Dawah36:22 - Recognising the emotions during dawah39:32 - Lessons from a story of a bedouin in Seerah44:08 - Br. Jordan joins44:55 - Muslims reviving the Lost British Values54:08 - Truth about the Freedom of Speech 59:21 - Hijab for the Muslim Men in Islam1:01:49 - Perils of Hyper-s3xualisation of the society1:05:35 - Examining the Hijab & modern Immodesty 1:09:33 - The Dangers of P0rn & s3xual liberalisation 1:12:50 - Br. Jordan's Journey to Islam1:14:16 - Debunking the claim of misogyny in Islam1:19:07 - Benefits of gender segregation & modesty1:30:28 - Discussion on Dawah to Latin Americans 1:38:59 - Solutions of societal problems in Islam1:47:38 - Analysis of the Fall of Civilizations1:52:42 - Advice about guiding mother to Islam2:06:03 - James joins2:07:07 - James shares his Revert Story2:08:42 - Islamophobia in the Western Military2:14:16 - James' Journey to Islam2:23:00 - Peace through Praying Salah2:27:36 - Lessons from the Revert Story of James2:28:18 - Brotherhood in Islam2:34:00 - James' Advice regarding Dawah2:36:28 - Uncovering the Truth of Islam2:40:16 - Understanding Allah's will w.r.t guidance2:58:07 - Destiny, Justice & Guidance in Islam3:06:01 - Wisdom of following Allah's ﷻ commands3:08:35 - Giving Dawah regardless of the outcome3:10:53 - Advice to Muslims about practicing Islam3:15:18 - Closing Remarks & Wrapping UpSupport the show

This podcast is made possible by the generous contributions of our MaxFun Members! It's always a great time to help this show continue for as little as $5 a month. Just go to maximumfun.org/join. Lindsey Kelk is back once again! After a whirlwind tour of book events and rewatching, “Heated Rivalry,” she's prepared to discuss WWE's Elimination Chamber PLE. It sure is nice to have an event the company cares about building to! The Main Event In a recent episode of AEW, Wheeler Yuta and Marina Shafir took on Toni Storm and Orange Cassidy. And a much bigger deal than the hair stakes was the fact that this had that rare feature of boys fighting girls and girls fighting boys in our wrassles! The Three Count Danielle put over Cody's best entrance track. Lindsey put over Heated Punk Rock Rivalries. Hal put over what we do.  Keep up with this show all week long on instagram, tiktok and bluesky. This show was produced by Julian Burrell for Maximumfun.org

In this interview, Stephan Livera chats with Charlie Spears from Blockspace about Bitcoin's ongoing debates on spam, protocol upgrades, and the future of Bitcoin development. They explore the nuances of on-chain data, the impact of ordinals, and the importance of ecosystem diversity.Takeaways:

In today's episode, we present a look at everything from New York Toy Fair in 2026! I got the inside scoop on the toys and the franchise. Sit back, relax and ENJOY this episode of The Jurassic Park Podcast!Please check out my Newsletter featured on Substack! You can sign up for the newsletter featuring the latest from Jurassic Park Podcast and other shows I'm featured on - plus other thoughts and feelings towards film, theme parks and more!FOLLOW USWebsite: https://www.jurassicparkpodcast.com/YouTube: https://www.youtube.com/@JurassicParkPodcastInstagram: https://www.instagram.com/jurassicparkpodcast/Bluesky: https://bsky.app/profile/jurassicparkpod.bsky.socialThreads: https://www.threads.net/@jurassicparkpodcastFacebook: https://www.facebook.com/jurassicparkpodcastApple Podcasts: https://apple.co/2VAITXfSpotify:  https://spoti.fi/2Gfl41TDon't forget to give our voicemail line a call at 732-825-7763!Catch us on YouTube with Wednesday night LIVE STREAMS, Toy Hunts, Toy Unboxing and Reviews, Theme Park trips, Jurassic Discussion, Analysis and so much more.

Is the 2026 "Year of the Fire Horse" manifesting as a global "Warhammer Horse"? In this episode, we decode the transition from the Nian to the Longma—Eastern dragon-horse entities of fire—and their startling parallels in modern current events. We analyze the esoteric symbolism of NASA's Artemis moon mission and its connection to a goddess related to horses and fire. Furthermore, we examine the escalating conflict with Iran through the lens of ancient archetypes, from the burning of Baal/Moloch effigies to the mythic battles of Thor and Apollo against the Great Serpent. From Ragnarök to Armageddon, learn why the horse remains the ultimate symbol of the final battle. Also learn the history of the Four Horses of the Apocalypse and origins of Chinese New Year symbolism.*The is the FREE archive, which includes advertisements. If you want an ad-free experience, you can subscribe below underneath the show description.

The Scholars perform their annual (and futile) exercise of predicting the WrestleMania card – And yes, there will be BOX TALK! The Scholars briefly talk about what wrestling entrance music would be great to perform at karaoke, before diving into some AEW NEWS ITEMS — mainly, the decision to move the Women’s World Title to […]

In today's pod we grade picks 17-32 from the 2024 NFL Draft two years later! I hope you enjoy!   Jump in: Grab 20% off your first Slab Pack or card by hitting https://ArenaClub.com/GFB and popping in code GFB.   TWITTER: https://mobile.twitter.com/FBallAnalysisYT     Welcome to the Football Analysis Podcast! Subscribe for all NFL related content! Please drop 5 star rating if you enjoyed the pod as all support is very much appreciated! Thanks for listening!     #nfl #nflfootball #football #nfldraft       Support Us By Supporting Our Sponsors!   Save 55% on your first box of The Pets Table, PLUS 10% off your next 2 boxes with code ANALYSIS55 at https://bit.ly/4qDpHWG   Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/GFB. Application times may vary. Rates may vary.     Download PrizePicks here! https://prizepicks.onelink.me/ivHR/GFB CODE: GFB     Bear Mattress: Click here https://bearmattress.com/analysis and use analysis to get 40% off your mattress + 2 free pillows. Offers are subject to change.   Gametime: Download the Gametime app (https://gametime.co/) and redeem code ANALYSIS for $20 off your first purchase (terms apply)    

569,807 views Streamed live on Feb 16, 2026 #negotiations #mobilization #rustle#arestovych #rustle #war #zelensky #trump

Secure your privacy with Surfshark! Enter coupon code PADDOCK for an extra 4 months free at https://surfshark.deals/paddock Check out our new Stretford Paddock Merchandise: https://stretfordpaddock.store/ It's a special edition of The Brew today as the Sloppy Joes podcast hijacks the LIVE for your Q&A Questions! Join Joe McGrath and Joe Smith for The Brew LIVE! Become a member! - https://www.youtube.com/channel/UC7w8GnTF2Sp3wldDMtCCtVw/join Stretford Paddock has content out EVERY DAY, make sure you're subscribed for your Man United fix! - https://bit.ly/DEVILSsub

"Don't be afraid to say I don't know. - Will Ritter"  Corrosion is expensive, relentless, and easy to underestimate—until a "lasagna battery" turns aluminum foil green and reminds you what electrochemistry can do in the real world. This conversation reframes corrosion coupons as what they actually are: a repeatable field test that can sharpen your decisions—if you treat the process with consistency.  Respect the coupon, protect the data  Trace breaks down why coupons became non-negotiable in his systems: they turn guesswork into usable corrosion-rate intelligence. Will Ritter of MetaSpec (formerly Pacific Sensor) explains the fundamentals—pre-weighed coupons, exposure time, cleaning, and calculating corrosion rate in MPY (mils per year). The point isn't that the coupon is your pipe; it's that the coupon becomes a reliable, relative gauge over time when variables are controlled.  The "five things" that make results repeatable  Will outlines practical failure points that quietly ruin comparisons quarter to quarter: alloy selection (and staying consistent), surface area (and what happens when hardware covers the coupon), surface finish (including why scratches and pits matter), weight accuracy (and why kitchen/postage scales don't belong in the workflow), and protective VCI packaging that prevents premature corrosion in storage and transit.  Brand building, trade shows, and getting comfortable saying "I don't know"  Will shares his path from Pacific Sensor to MetaSpec and what it looks like to merge brands intentionally heading into 2026. The discussion also moves into trade show presence and digital marketing, plus a simple confidence framework: get comfortable saying "I don't know, but I can find out," and build communication reps—he points to Toastmasters as a low-stakes way to do that.  Listen to the full conversation above. Explore related episodes below. Stay engaged, keep learning, and continue scaling up your knowledge!    Timestamps  02:20 — Trace sets the stage: why corrosion coupons matter as diagnostic data 04:05 — What a coupon is (size, pre-weighed precision) and why tiny changes matter 06:14 — Trace's "four things" water treaters manage (and what microbial control is not)  07:07 — The "lasagna battery": anode/cathode/electrolyte/path in a real-life example 08:50 — Defining corrosion (ISO 8044 and NACE definitions referenced) 09:50 — Corrosion cost perspective: "2.5 trillion" and "3.5% of global GDP" (as cited)  10:53 – Words of Water with James   12:38 – Events for Water Professionals  14:56 — Will Ritter introduction and why the podcast helped him understand the industry 18:30 — How Will got into coupons: Pacific Sensor, mentors, and early AWT exposure 24:36 — Trade show mindset: don't be afraid to say "I don't know" 27:50 — Toastmasters as a practical system for better speaking and confidence 31:25 — Pacific Sensor → MetaSpec; co-branding and planned transition "starting in 2026" 34:06 — Coupon basics and MPY explained in clear operational terms 36:51 — The big misunderstanding: coupons as a relative gauge (not "the pipe") 40:06 — The "five key characteristics" behind usable coupon data 58:10 — Best-practice takeaway: treat coupons like a lab test brought into the field 01:06:35 — Close: why Trace "owes a lot" to that "little slip of metal"    Quotes "Use the coupon as a relative gauge of the corrosivity of the system." - Will Ritter "Surface finish is critical… a change in surface finish is going to impact corrosion results." - Will "Treat your coupons… like you are taking a laboratory test and bringing it into the field." "It's not a piece of metal. It's very special. Treat it as such." "Digital marketing is free… small businesses need to take advantage of free resources."   Connect with Will Ritter   Phone: (713) 882- 1427  Email: williamrritter@gmail.com   Website: Pacific Sensor - Buy Corrosion Coupons and Test Specimens   LinkedIn: https://www.linkedin.com/in/williamryanritter/   https://www.linkedin.com/company/pacific-sensor/about/      Guest Resources Mentioned   Material World: The Six Raw Materials That Shape Modern Civilization by Ed Conway (Audiobook)  Steel Isn't Hard (To Learn) by Shane Turcott (Paperback)  The Goal: 40th Anniversary Edition: A Process of Ongoing Improvement by Eliyahu M Goldratt (Author), Jeff Cox (Author)  Toastmasters International  Pacific Sensor Corrosion Coupon Installation Guide  Water Treatment Flyer- Pacific Sensor  Metaspec Capabilities Presentation NACE SP0775-2023 Preparation, Installation, Analysis, and Interpretation of Corrosion Coupons in Hydrocarbon Operations  ASTM-G1-25 Standard Practice for Preparing, Cleaning, and Evaluating Corrosion Test Specimens  TP25-18 The Impact of Metal Surface Roughness on Corrosion Monitoring Water Treatment    Scaling UP! H2O Resources Mentioned  AWT (Association of Water Technologies)  Submit a Show Idea  Scaling UP! H2O Academy video courses  The Rising Tide Mastermind 304 Pinks and Blues: Corrosion Coupons  075 The One that's All About Corrosion Coupons  AWT Guidelines on Corrosion Coupons   Corrosion cost perspective: "2.5 trillion" and "3.5% of global GDP"    Words of Water with James McDonald Today's definition is any of the elements found in Group VIIA, also known as Group 17, of the Periodic Table, including fluorine, chlorine, bromine, and iodine, characterized by the ability to disinfect water.   2026 Events for Water Professionals  Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE.   

The Supreme Court ruled Friday that President Donald Trump does not have the legal authority to impose sweeping global tariffs without congressional approval, upending one of his key policies and issuing a rare constraint on his attempts to expand presidential powers.Guest: Evan AldoEvan Aldo Youtube Channel ➜ https://bit.ly/EvanAldo20% off Evan Aldo Course ➜ https://bit.ly/EvanCourse ➜  Use code "paulbarron"~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:20 Sponsor: Tangem02:00 Tariffs are going to be a mess04:00 Bitcoin analysis06:00 CLARITY marks bottom?06:30 Tariff removal better for economy?08:20 Bloomberg: What this means for stocks09:30 Tom Lee: Too much chaos can kill stocks and crypto11:00 Has gold topped?12:20 Ethereum: $1K ETH incoming?14:20 BMNR analysis15:45 ETH vs BMNR16:45 AAVE analysis19:00 SOL $50?21:00 AVAX analysis22:30 Outro#crypto #bitcoin #ethereum~Tariff Chaos OVER!?

Check out our new Stretford Paddock Merchandise: https://stretfordpaddock.store/ Join Joe, Jay, and Adam McKola for Off The Bar as they laugh at Arsenal's recent fall off in the Premier League... something we've seen for almost four years in a row from everyone's favourite second place finishers! Become a member! - https://www.youtube.com/channel/UC7w8GnTF2Sp3wldDMtCCtVw/join Stretford Paddock has content out EVERY DAY, make sure you're subscribed for your Man United fix! - https://bit.ly/DEVILSsub

Today, Ethan and Holly provide an overview of firewalls. While cybersecurity is a separate discipline from network engineering, much of what happens in cybersecurity is interesting at the packet level, so there’s a good deal of overlap. It's likely that as a network engineer, you'll be managing, or at least dealing with, firewalls in your... Read more »

Tickets for AIEi Miami and AIE Europe are live, with first wave speakers announced!From pioneering software-defined networking to backing many of the most aggressive AI model companies of this cycle, Martin Casado and Sarah Wang sit at the center of the capital, compute, and talent arms race reshaping the tech industry. As partners at a16z investing across infrastructure and growth, they've watched venture and growth blur, model labs turn dollars into capability at unprecedented speed, and startups raise nine-figure rounds before monetization.Martin and Sarah join us to unpack the new financing playbook for AI: why today's rounds are really compute contracts in disguise, how the “raise → train → ship → raise bigger” flywheel works, and whether foundation model companies can outspend the entire app ecosystem built on top of them. They also share what's underhyped (boring enterprise software), what's overheated (talent wars and compensation spirals), and the two radically different futures they see for AI's market structure.We discuss:* Martin's “two futures” fork: infinite fragmentation and new software categories vs. a small oligopoly of general models that consume everything above them* The capital flywheel: how model labs translate funding directly into capability gains, then into revenue growth measured in weeks, not years* Why venture and growth have merged: $100M–$1B hybrid rounds, strategic investors, compute negotiations, and complex deal structures* The AGI vs. product tension: allocating scarce GPUs between long-term research and near-term revenue flywheels* Whether frontier labs can out-raise and outspend the entire app ecosystem built on top of their APIs* Why today's talent wars ($10M+ comp packages, $B acqui-hires) are breaking early-stage founder math* Cursor as a case study: building up from the app layer while training down into your own models* Why “boring” enterprise software may be the most underinvested opportunity in the AI mania* Hardware and robotics: why the ChatGPT moment hasn't yet arrived for robots and what would need to change* World Labs and generative 3D: bringing the marginal cost of 3D scene creation down by orders of magnitude* Why public AI discourse is often wildly disconnected from boardroom reality and how founders should navigate the noiseShow Notes:* “Where Value Will Accrue in AI: Martin Casado & Sarah Wang” - a16z show* “Jack Altman & Martin Casado on the Future of Venture Capital”* World Labs—Martin Casado• LinkedIn: https://www.linkedin.com/in/martincasado/• X: https://x.com/martin_casadoSarah Wang• LinkedIn: https://www.linkedin.com/in/sarah-wang-59b96a7• X: https://x.com/sarahdingwanga16z• https://a16z.com/Timestamps00:00:00 – Intro: Live from a16z00:01:20 – The New AI Funding Model: Venture + Growth Collide00:03:19 – Circular Funding, Demand & “No Dark GPUs”00:05:24 – Infrastructure vs Apps: The Lines Blur00:06:24 – The Capital Flywheel: Raise → Train → Ship → Raise Bigger00:09:39 – Can Frontier Labs Outspend the Entire App Ecosystem?00:11:24 – Character AI & The AGI vs Product Dilemma00:14:39 – Talent Wars, $10M Engineers & Founder Anxiety00:17:33 – What's Underinvested? The Case for “Boring” Software00:19:29 – Robotics, Hardware & Why It's Hard to Win00:22:42 – Custom ASICs & The $1B Training Run Economics00:24:23 – American Dynamism, Geography & AI Power Centers00:26:48 – How AI Is Changing the Investor Workflow (Claude Cowork)00:29:12 – Two Futures of AI: Infinite Expansion or Oligopoly?00:32:48 – If You Can Raise More Than Your Ecosystem, You Win00:34:27 – Are All Tasks AGI-Complete? Coding as the Test Case00:38:55 – Cursor & The Power of the App Layer00:44:05 – World Labs, Spatial Intelligence & 3D Foundation Models00:47:20 – Thinking Machines, Founder Drama & Media Narratives00:52:30 – Where Long-Term Power Accrues in the AI StackTranscriptLatent.Space - Inside AI's $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z[00:00:00] Welcome to Latent Space (Live from a16z) + Meet the Guests[00:00:00] Alessio: Hey everyone. Welcome to the Latent Space podcast, live from a 16 z. Uh, this is Alessio founder Kernel Lance, and I'm joined by Twix, editor of Latent Space.[00:00:08] swyx: Hey, hey, hey. Uh, and we're so glad to be on with you guys. Also a top AI podcast, uh, Martin Cado and Sarah Wang. Welcome, very[00:00:16] Martin Casado: happy to be here and welcome.[00:00:17] swyx: Yes, uh, we love this office. We love what you've done with the place. Uh, the new logo is everywhere now. It's, it's still getting, takes a while to get used to, but it reminds me of like sort of a callback to a more ambitious age, which I think is kind of[00:00:31] Martin Casado: definitely makes a statement.[00:00:33] swyx: Yeah.[00:00:34] Martin Casado: Not quite sure what that statement is, but it makes a statement.[00:00:37] swyx: Uh, Martin, I go back with you to Netlify.[00:00:40] Martin Casado: Yep.[00:00:40] swyx: Uh, and, uh, you know, you create a software defined networking and all, all that stuff people can read up on your background. Yep. Sarah, I'm newer to you. Uh, you, you sort of started working together on AI infrastructure stuff.[00:00:51] Sarah Wang: That's right. Yeah. Seven, seven years ago now.[00:00:53] Martin Casado: Best growth investor in the entire industry.[00:00:55] swyx: Oh, say[00:00:56] Martin Casado: more hands down there is, there is. [00:01:00] I mean, when it comes to AI companies, Sarah, I think has done the most kind of aggressive, um, investment thesis around AI models, right? So, worked for Nom Ja, Mira Ia, FEI Fey, and so just these frontier, kind of like large AI models.[00:01:15] I think, you know, Sarah's been the, the broadest investor. Is that fair?[00:01:20] Venture vs. Growth in the Frontier Model Era[00:01:20] Sarah Wang: No, I, well, I was gonna say, I think it's been a really interesting tag, tag team actually just ‘cause the, a lot of these big C deals, not only are they raising a lot of money, um, it's still a tech founder bet, which obviously is inherently early stage.[00:01:33] But the resources,[00:01:36] Martin Casado: so many, I[00:01:36] Sarah Wang: was gonna say the resources one, they just grow really quickly. But then two, the resources that they need day one are kind of growth scale. So I, the hybrid tag team that we have is. Quite effective, I think,[00:01:46] Martin Casado: what is growth these days? You know, you don't wake up if it's less than a billion or like, it's, it's actually, it's actually very like, like no, it's a very interesting time in investing because like, you know, take like the character around, right?[00:01:59] These tend to [00:02:00] be like pre monetization, but the dollars are large enough that you need to have a larger fund and the analysis. You know, because you've got lots of users. ‘cause this stuff has such high demand requires, you know, more of a number sophistication. And so most of these deals, whether it's US or other firms on these large model companies, are like this hybrid between venture growth.[00:02:18] Sarah Wang: Yeah. Total. And I think, you know, stuff like BD for example, you wouldn't usually need BD when you were seed stage trying to get market biz Devrel. Biz Devrel, exactly. Okay. But like now, sorry, I'm,[00:02:27] swyx: I'm not familiar. What, what, what does biz Devrel mean for a venture fund? Because I know what biz Devrel means for a company.[00:02:31] Sarah Wang: Yeah.[00:02:32] Compute Deals, Strategics, and the ‘Circular Funding' Question[00:02:32] Sarah Wang: You know, so a, a good example is, I mean, we talk about buying compute, but there's a huge negotiation involved there in terms of, okay, do you get equity for the compute? What, what sort of partner are you looking at? Is there a go-to market arm to that? Um, and these are just things on this scale, hundreds of millions, you know, maybe.[00:02:50] Six months into the inception of a company, you just wouldn't have to negotiate these deals before.[00:02:54] Martin Casado: Yeah. These large rounds are very complex now. Like in the past, if you did a series A [00:03:00] or a series B, like whatever, you're writing a 20 to a $60 million check and you call it a day. Now you normally have financial investors and strategic investors, and then the strategic portion always still goes with like these kind of large compute contracts, which can take months to do.[00:03:13] And so it's, it's very different ties. I've been doing this for 10 years. It's the, I've never seen anything like this.[00:03:19] swyx: Yeah. Do you have worries about the circular funding from so disease strategics?[00:03:24] Martin Casado: I mean, listen, as long as the demand is there, like the demand is there. Like the problem with the internet is the demand wasn't there.[00:03:29] swyx: Exactly. All right. This, this is like the, the whole pyramid scheme bubble thing, where like, as long as you mark to market on like the notional value of like, these deals, fine, but like once it starts to chip away, it really Well[00:03:41] Martin Casado: no, like as, as, as, as long as there's demand. I mean, you know, this, this is like a lot of these sound bites have already become kind of cliches, but they're worth saying it.[00:03:47] Right? Like during the internet days, like we were. Um, raising money to put fiber in the ground that wasn't used. And that's a problem, right? Because now you actually have a supply overhang.[00:03:58] swyx: Mm-hmm.[00:03:59] Martin Casado: And even in the, [00:04:00] the time of the, the internet, like the supply and, and bandwidth overhang, even as massive as it was in, as massive as the crash was only lasted about four years.[00:04:09] But we don't have a supply overhang. Like there's no dark GPUs, right? I mean, and so, you know, circular or not, I mean, you know, if, if someone invests in a company that, um. You know, they'll actually use the GPUs. And on the other side of it is the, is the ask for customer. So I I, I think it's a different time.[00:04:25] Sarah Wang: I think the other piece, maybe just to add onto this, and I'm gonna quote Martine in front of him, but this is probably also a unique time in that. For the first time, you can actually trace dollars to outcomes. Yeah, right. Provided that scaling laws are, are holding, um, and capabilities are actually moving forward.[00:04:40] Because if you can put translate dollars into capabilities, uh, a capability improvement, there's demand there to martine's point. But if that somehow breaks, you know, obviously that's an important assumption in this whole thing to make it work. But you know, instead of investing dollars into sales and marketing, you're, you're investing into r and d to get to the capability, um, you know, increase.[00:04:59] And [00:05:00] that's sort of been the demand driver because. Once there's an unlock there, people are willing to pay for it.[00:05:05] Alessio: Yeah.[00:05:06] Blurring Lines: Models as Infra + Apps, and the New Fundraising Flywheel[00:05:06] Alessio: Is there any difference in how you built the portfolio now that some of your growth companies are, like the infrastructure of the early stage companies, like, you know, OpenAI is now the same size as some of the cloud providers were early on.[00:05:16] Like what does that look like? Like how much information can you feed off each other between the, the two?[00:05:24] Martin Casado: There's so many lines that are being crossed right now, or blurred. Right. So we already talked about venture and growth. Another one that's being blurred is between infrastructure and apps, right? So like what is a model company?[00:05:35] Mm-hmm. Like, it's clearly infrastructure, right? Because it's like, you know, it's doing kind of core r and d. It's a horizontal platform, but it's also an app because it's um, uh, touches the users directly. And then of course. You know, the, the, the growth of these is just so high. And so I actually think you're just starting to see a, a, a new financing strategy emerge and, you know, we've had to adapt as a result of that.[00:05:59] And [00:06:00] so there's been a lot of changes. Um, you're right that these companies become platform companies very quickly. You've got ecosystem build out. So none of this is necessarily new, but the timescales of which it's happened is pretty phenomenal. And the way we'd normally cut lines before is blurred a little bit, but.[00:06:16] But that, that, that said, I mean, a lot of it also just does feel like things that we've seen in the past, like cloud build out the internet build out as well.[00:06:24] Sarah Wang: Yeah. Um, yeah, I think it's interesting, uh, I don't know if you guys would agree with this, but it feels like the emerging strategy is, and this builds off of your other question, um.[00:06:33] You raise money for compute, you pour that or you, you pour the money into compute, you get some sort of breakthrough. You funnel the breakthrough into your vertically integrated application. That could be chat GBT, that could be cloud code, you know, whatever it is. You massively gain share and get users.[00:06:49] Maybe you're even subsidizing at that point. Um, depending on your strategy. You raise money at the peak momentum and then you repeat, rinse and repeat. Um, and so. And that wasn't [00:07:00] true even two years ago, I think. Mm-hmm. And so it's sort of to your, just tying it to fundraising strategy, right? There's a, and hiring strategy.[00:07:07] All of these are tied, I think the lines are blurring even more today where everyone is, and they, but of course these companies all have API businesses and so they're these, these frenemy lines that are getting blurred in that a lot of, I mean, they have billions of dollars of API revenue, right? And so there are customers there.[00:07:23] But they're competing on the app layer.[00:07:24] Martin Casado: Yeah. So this is a really, really important point. So I, I would say for sure, venture and growth, that line is blurry app and infrastructure. That line is blurry. Um, but I don't think that that changes our practice so much. But like where the very open questions are like, does this layer in the same way.[00:07:43] Compute traditionally has like during the cloud is like, you know, like whatever, somebody wins one layer, but then another whole set of companies wins another layer. But that might not, might not be the case here. It may be the case that you actually can't verticalize on the token string. Like you can't build an app like it, it necessarily goes down just because there are no [00:08:00] abstractions.[00:08:00] So those are kinda the bigger existential questions we ask. Another thing that is very different this time than in the history of computer sciences is. In the past, if you raised money, then you basically had to wait for engineering to catch up. Which famously doesn't scale like the mythical mammoth. It take a very long time.[00:08:18] But like that's not the case here. Like a model company can raise money and drop a model in a, in a year, and it's better, right? And, and it does it with a team of 20 people or 10 people. So this type of like money entering a company and then producing something that has demand and growth right away and using that to raise more money is a very different capital flywheel than we've ever seen before.[00:08:39] And I think everybody's trying to understand what the consequences are. So I think it's less about like. Big companies and growth and this, and more about these more systemic questions that we actually don't have answers to.[00:08:49] Alessio: Yeah, like at Kernel Labs, one of our ideas is like if you had unlimited money to spend productively to turn tokens into products, like the whole early stage [00:09:00] market is very different because today you're investing X amount of capital to win a deal because of price structure and whatnot, and you're kind of pot committing.[00:09:07] Yeah. To a certain strategy for a certain amount of time. Yeah. But if you could like iteratively spin out companies and products and just throw, I, I wanna spend a million dollar of inference today and get a product out tomorrow.[00:09:18] swyx: Yeah.[00:09:19] Alessio: Like, we should get to the point where like the friction of like token to product is so low that you can do this and then you can change the Right, the early stage venture model to be much more iterative.[00:09:30] And then every round is like either 100 k of inference or like a hundred million from a 16 Z. There's no, there's no like $8 million C round anymore. Right.[00:09:38] When Frontier Labs Outspend the Entire App Ecosystem[00:09:38] Martin Casado: But, but, but, but there's a, there's a, the, an industry structural question that we don't know the answer to, which involves the frontier models, which is, let's take.[00:09:48] Anthropic it. Let's say Anthropic has a state-of-the-art model that has some large percentage of market share. And let's say that, uh, uh, uh, you know, uh, a company's building smaller models [00:10:00] that, you know, use the bigger model in the background, open 4.5, but they add value on top of that. Now, if Anthropic can raise three times more.[00:10:10] Every subsequent round, they probably can raise more money than the entire app ecosystem that's built on top of it. And if that's the case, they can expand beyond everything built on top of it. It's like imagine like a star that's just kind of expanding, so there could be a systemic. There could be a, a systemic situation where the soda models can raise so much money that they can out pay anybody that bills on top of ‘em, which would be something I don't think we've ever seen before just because we were so bottlenecked in engineering, and this is a very open question.[00:10:41] swyx: Yeah. It's, it is almost like bitter lesson applied to the startup industry.[00:10:45] Martin Casado: Yeah, a hundred percent. It literally becomes an issue of like raise capital, turn that directly into growth. Use that to raise three times more. Exactly. And if you can keep doing that, you literally can outspend any company that's built the, not any company.[00:10:57] You can outspend the aggregate of companies on top of [00:11:00] you and therefore you'll necessarily take their share, which is crazy.[00:11:02] swyx: Would you say that kind of happens in character? Is that the, the sort of postmortem on. What happened?[00:11:10] Sarah Wang: Um,[00:11:10] Martin Casado: no.[00:11:12] Sarah Wang: Yeah, because I think so,[00:11:13] swyx: I mean the actual postmortem is, he wanted to go back to Google.[00:11:15] Exactly. But like[00:11:18] Martin Casado: that's another difference that[00:11:19] Sarah Wang: you said[00:11:21] Martin Casado: it. We should talk, we should actually talk about that.[00:11:22] swyx: Yeah,[00:11:22] Sarah Wang: that's[00:11:23] swyx: Go for it. Take it. Take,[00:11:23] Sarah Wang: yeah.[00:11:24] Character.AI, Founder Goals (AGI vs Product), and GPU Allocation Tradeoffs[00:11:24] Sarah Wang: I was gonna say, I think, um. The, the, the character thing raises actually a different issue, which actually the Frontier Labs will face as well. So we'll see how they handle it.[00:11:34] But, um, so we invest in character in January, 2023, which feels like eons ago, I mean, three years ago. Feels like lifetimes ago. But, um, and then they, uh, did the IP licensing deal with Google in August, 2020. Uh, four. And so, um, you know, at the time, no, you know, he's talked publicly about this, right? He wanted to Google wouldn't let him put out products in the world.[00:11:56] That's obviously changed drastically. But, um, he went to go do [00:12:00] that. Um, but he had a product attached. The goal was, I mean, it's Nome Shair, he wanted to get to a GI. That was always his personal goal. But, you know, I think through collecting data, right, and this sort of very human use case, that the character product.[00:12:13] Originally was and still is, um, was one of the vehicles to do that. Um, I think the real reason that, you know. I if you think about the, the stress that any company feels before, um, you ultimately going one way or the other is sort of this a GI versus product. Um, and I think a lot of the big, I think, you know, opening eyes, feeling that, um, anthropic if they haven't started, you know, felt it, certainly given the success of their products, they may start to feel that soon.[00:12:39] And the real. I think there's real trade-offs, right? It's like how many, when you think about GPUs, that's a limited resource. Where do you allocate the GPUs? Is it toward the product? Is it toward new re research? Right? Is it, or long-term research, is it toward, um, n you know, near to midterm research? And so, um, in a case where you're resource constrained, um, [00:13:00] of course there's this fundraising game you can play, right?[00:13:01] But the fund, the market was very different back in 2023 too. Um. I think the best researchers in the world have this dilemma of, okay, I wanna go all in on a GI, but it's the product usage revenue flywheel that keeps the revenue in the house to power all the GPUs to get to a GI. And so it does make, um, you know, I think it sets up an interesting dilemma for any startup that has trouble raising up until that level, right?[00:13:27] And certainly if you don't have that progress, you can't continue this fly, you know, fundraising flywheel.[00:13:32] Martin Casado: I would say that because, ‘cause we're keeping track of all of the things that are different, right? Like, you know, venture growth and uh, app infra and one of the ones is definitely the personalities of the founders.[00:13:45] It's just very different this time I've been. Been doing this for a decade and I've been doing startups for 20 years. And so, um, I mean a lot of people start this to do a GI and we've never had like a unified North star that I recall in the same [00:14:00] way. Like people built companies to start companies in the past.[00:14:02] Like that was what it was. Like I would create an internet company, I would create infrastructure company, like it's kind of more engineering builders and this is kind of a different. You know, mentality. And some companies have harnessed that incredibly well because their direction is so obviously on the path to what somebody would consider a GI, but others have not.[00:14:20] And so like there is always this tension with personnel. And so I think we're seeing more kind of founder movement.[00:14:27] Sarah Wang: Yeah.[00:14:27] Martin Casado: You know, as a fraction of founders than we've ever seen. I mean, maybe since like, I don't know the time of like Shockly and the trade DUR aid or something like that. Way back in the beginning of the industry, I, it's a very, very.[00:14:38] Unusual time of personnel.[00:14:39] Sarah Wang: Totally.[00:14:40] Talent Wars, Mega-Comp, and the Rise of Acquihire M&A[00:14:40] Sarah Wang: And it, I think it's exacerbated by the fact that talent wars, I mean, every industry has talent wars, but not at this magnitude, right? No. Yeah. Very rarely can you see someone get poached for $5 billion. That's hard to compete with. And then secondly, if you're a founder in ai, you could fart and it would be on the front page of, you know, the information these days.[00:14:59] And so there's [00:15:00] sort of this fishbowl effect that I think adds to the deep anxiety that, that these AI founders are feeling.[00:15:06] Martin Casado: Hmm.[00:15:06] swyx: Uh, yes. I mean, just on, uh, briefly comment on the founder, uh, the sort of. Talent wars thing. I feel like 2025 was just like a blip. Like I, I don't know if we'll see that again.[00:15:17] ‘cause meta built the team. Like, I don't know if, I think, I think they're kind of done and like, who's gonna pay more than meta? I, I don't know.[00:15:23] Martin Casado: I, I agree. So it feels so, it feel, it feels this way to me too. It's like, it is like, basically Zuckerberg kind of came out swinging and then now he's kind of back to building.[00:15:30] Yeah,[00:15:31] swyx: yeah. You know, you gotta like pay up to like assemble team to rush the job, whatever. But then now, now you like you, you made your choices and now they got a ship.[00:15:38] Martin Casado: I mean, the, the o other side of that is like, you know, like we're, we're actually in the job hiring market. We've got 600 people here. I hire all the time.[00:15:44] I've got three open recs if anybody's interested, that's listening to this for investor. Yeah, on, on the team, like on the investing side of the team, like, and, um, a lot of the people we talk to have acting, you know, active, um, offers for 10 million a year or something like that. And like, you know, and we pay really, [00:16:00] really well.[00:16:00] And just to see what's out on the market is really, is really remarkable. And so I would just say it's actually, so you're right, like the really flashy one, like I will get someone for, you know, a billion dollars, but like the inflated, um, uh, trickles down. Yeah, it is still very active today. I mean,[00:16:18] Sarah Wang: yeah, you could be an L five and get an offer in the tens of millions.[00:16:22] Okay. Yeah. Easily. Yeah. It's so I think you're right that it felt like a blip. I hope you're right. Um, but I think it's been, the steady state is now, I think got pulled up. Yeah. Yeah. I'll pull up for[00:16:31] Martin Casado: sure. Yeah.[00:16:32] Alessio: Yeah. And I think that's breaking the early stage founder math too. I think before a lot of people would be like, well, maybe I should just go be a founder instead of like getting paid.[00:16:39] Yeah. 800 KA million at Google. But if I'm getting paid. Five, 6 million. That's different but[00:16:45] Martin Casado: on. But on the other hand, there's more strategic money than we've ever seen historically, right? Mm-hmm. And so, yep. The economics, the, the, the, the calculus on the economics is very different in a number of ways. And, uh, it's crazy.[00:16:58] It's cra it's causing like a, [00:17:00] a, a, a ton of change in confusion in the market. Some very positive, sub negative, like, so for example, the other side of the, um. The co-founder, like, um, acquisition, you know, mark Zuckerberg poaching someone for a lot of money is like, we were actually seeing historic amount of m and a for basically acquihires, right?[00:17:20] That you like, you know, really good outcomes from a venture perspective that are effective acquihires, right? So I would say it's probably net positive from the investment standpoint, even though it seems from the headlines to be very disruptive in a negative way.[00:17:33] Alessio: Yeah.[00:17:33] What's Underfunded: Boring Software, Robotics Skepticism, and Custom Silicon Economics[00:17:33] Alessio: Um, let's talk maybe about what's not being invested in, like maybe some interesting ideas that you would see more people build or it, it seems in a way, you know, as ycs getting more popular, it's like access getting more popular.[00:17:47] There's a startup school path that a lot of founders take and they know what's hot in the VC circles and they know what gets funded. Uh, and there's maybe not as much risk appetite for. Things outside of that. Um, I'm curious if you feel [00:18:00] like that's true and what are maybe, uh, some of the areas, uh, that you think are under discussed?[00:18:06] Martin Casado: I mean, I actually think that we've taken our eye off the ball in a lot of like, just traditional, you know, software companies. Um, so like, I mean. You know, I think right now there's almost a barbell, like you're like the hot thing on X, you're deep tech.[00:18:21] swyx: Mm-hmm.[00:18:22] Martin Casado: Right. But I, you know, I feel like there's just kind of a long, you know, list of like good.[00:18:28] Good companies that will be around for a long time in very large markets. Say you're building a database, you know, say you're building, um, you know, kind of monitoring or logging or tooling or whatever. There's some good companies out there right now, but like, they have a really hard time getting, um, the attention of investors.[00:18:43] And it's almost become a meme, right? Which is like, if you're not basically growing from zero to a hundred in a year, you're not interesting, which is just, is the silliest thing to say. I mean, think of yourself as like an introvert person, like, like your personal money, right? Mm-hmm. So. Your personal money, will you put it in the stock market at 7% or you put it in this company growing five x in a very large [00:19:00] market?[00:19:00] Of course you can put it in the company five x. So it's just like we say these stupid things, like if you're not going from zero to a hundred, but like those, like who knows what the margins of those are mean. Clearly these are good investments. True for anybody, right? True. Like our LPs want whatever.[00:19:12] Three x net over, you know, the life cycle of a fund, right? So a, a company in a big market growing five X is a great investment. We'd, everybody would be happy with these returns, but we've got this kind of mania on these, these strong growths. And so I would say that that's probably the most underinvested sector.[00:19:28] Right now.[00:19:29] swyx: Boring software, boring enterprise software.[00:19:31] Martin Casado: Traditional. Really good company.[00:19:33] swyx: No, no AI here.[00:19:34] Martin Casado: No. Like boring. Well, well, the AI of course is pulling them into use cases. Yeah, but that's not what they're, they're not on the token path, right? Yeah. Let's just say that like they're software, but they're not on the token path.[00:19:41] Like these are like they're great investments from any definition except for like random VC on Twitter saying VC on x, saying like, it's not growing fast enough. What do you[00:19:52] Sarah Wang: think? Yeah, maybe I'll answer a slightly different. Question, but adjacent to what you asked, um, which is maybe an area that we're not, uh, investing [00:20:00] right now that I think is a question and we're spending a lot of time in regardless of whether we pull the trigger or not.[00:20:05] Um, and it would probably be on the hardware side, actually. Robotics, right? And the robotics side. Robotics. Right. Which is, it's, I don't wanna say that it's not getting funding ‘cause it's clearly, uh, it's, it's sort of non-consensus to almost not invest in robotics at this point. But, um, we spent a lot of time in that space and I think for us, we just haven't seen the chat GPT moment.[00:20:22] Happen on the hardware side. Um, and the funding going into it feels like it's already. Taking that for granted.[00:20:30] Martin Casado: Yeah. Yeah. But we also went through the drone, you know, um, there's a zip line right, right out there. What's that? Oh yeah, there's a zip line. Yeah. What the drone, what the av And like one of the takeaways is when it comes to hardware, um, most companies will end up verticalizing.[00:20:46] Like if you're. If you're investing in a robot company for an A for agriculture, you're investing in an ag company. ‘cause that's the competition and that's surprising. And that's supply chain. And if you're doing it for mining, that's mining. And so the ad team does a lot of that type of stuff ‘cause they actually set up to [00:21:00] diligence that type of work.[00:21:01] But for like horizontal technology investing, there's very little when it comes to robots just because it's so fit for, for purpose. And so we kinda like to look at software. Solutions or horizontal solutions like applied intuition. Clearly from the AV wave deep map, clearly from the AV wave, I would say scale AI was actually a horizontal one for That's fair, you know, for robotics early on.[00:21:23] And so that sort of thing we're very, very interested. But the actual like robot interacting with the world is probably better for different team. Agree.[00:21:30] Alessio: Yeah, I'm curious who these teams are supposed to be that invest in them. I feel like everybody's like, yeah, robotics, it's important and like people should invest in it.[00:21:38] But then when you look at like the numbers, like the capital requirements early on versus like the moment of, okay, this is actually gonna work. Let's keep investing. That seems really hard to predict in a way that is not,[00:21:49] Martin Casado: I think co, CO two, kla, gc, I mean these are all invested in in Harvard companies. He just, you know, and [00:22:00] listen, I mean, it could work this time for sure.[00:22:01] Right? I mean if Elon's doing it, he's like, right. Just, just the fact that Elon's doing it means that there's gonna be a lot of capital and a lot of attempts for a long period of time. So that alone maybe suggests that we should just be investing in robotics just ‘cause you have this North star who's Elon with a humanoid and that's gonna like basically willing into being an industry.[00:22:17] Um, but we've just historically found like. We're a huge believer that this is gonna happen. We just don't feel like we're in a good position to diligence these things. ‘cause again, robotics companies tend to be vertical. You really have to understand the market they're being sold into. Like that's like that competitive equilibrium with a human being is what's important.[00:22:34] It's not like the core tech and like we're kind of more horizontal core tech type investors. And this is Sarah and I. Yeah, the ad team is different. They can actually do these types of things.[00:22:42] swyx: Uh, just to clarify, AD stands for[00:22:44] Martin Casado: American Dynamism.[00:22:45] swyx: Alright. Okay. Yeah, yeah, yeah. Uh, I actually, I do have a related question that, first of all, I wanna acknowledge also just on the, on the chip side.[00:22:51] Yeah. I, I recall a podcast that where you were on, i, I, I think it was the a CC podcast, uh, about two or three years ago where you, where you suddenly said [00:23:00] something, which really stuck in my head about how at some point, at some point kind of scale it makes sense to. Build a custom aic Yes. For per run.[00:23:07] Martin Casado: Yes.[00:23:07] It's crazy. Yeah.[00:23:09] swyx: We're here and I think you, you estimated 500 billion, uh, something.[00:23:12] Martin Casado: No, no, no. A billion, a billion dollar training run of $1 billion training run. It makes sense to actually do a custom meic if you can do it in time. The question now is timelines. Yeah, but not money because just, just, just rough math.[00:23:22] If it's a billion dollar training. Then the inference for that model has to be over a billion, otherwise it won't be solvent. So let's assume it's, if you could save 20%, which you could save much more than that with an ASIC 20%, that's $200 million. You can tape out a chip for $200 million. Right? So now you can literally like justify economically, not timeline wise.[00:23:41] That's a different issue. An ASIC per model, which[00:23:44] swyx: is because that, that's how much we leave on the table every single time. We, we, we do like generic Nvidia.[00:23:48] Martin Casado: Exactly. Exactly. No, it, it is actually much more than that. You could probably get, you know, a factor of two, which would be 500 million.[00:23:54] swyx: Typical MFU would be like 50.[00:23:55] Yeah, yeah. And that's good.[00:23:57] Martin Casado: Exactly. Yeah. Hundred[00:23:57] swyx: percent. Um, so, so, yeah, and I mean, and I [00:24:00] just wanna acknowledge like, here we are in, in, in 2025 and opening eyes confirming like Broadcom and all the other like custom silicon deals, which is incredible. I, I think that, uh, you know, speaking about ad there's, there's a really like interesting tie in that obviously you guys are hit on, which is like these sort, this sort of like America first movement or like sort of re industrialized here.[00:24:17] Yeah. Uh, move TSMC here, if that's possible. Um, how much overlap is there from ad[00:24:23] Martin Casado: Yeah.[00:24:23] swyx: To, I guess, growth and, uh, investing in particularly like, you know, US AI companies that are strongly bounded by their compute.[00:24:32] Martin Casado: Yeah. Yeah. So I mean, I, I would view, I would view AD as more as a market segmentation than like a mission, right?[00:24:37] So the market segmentation is, it has kind of regulatory compliance issues or government, you know, sale or it deals with like hardware. I mean, they're just set up to, to, to, to, to. To diligence those types of companies. So it's a more of a market segmentation thing. I would say the entire firm. You know, which has been since it is been intercepted, you know, has geographical biases, right?[00:24:58] I mean, for the longest time we're like, you [00:25:00] know, bay Area is gonna be like, great, where the majority of the dollars go. Yeah. And, and listen, there, there's actually a lot of compounding effects for having a geographic bias. Right. You know, everybody's in the same place. You've got an ecosystem, you're there, you've got presence, you've got a network.[00:25:12] Um, and, uh, I mean, I would say the Bay area's very much back. You know, like I, I remember during pre COVID, like it was like almost Crypto had kind of. Pulled startups away. Miami from the Bay Area. Miami, yeah. Yeah. New York was, you know, because it's so close to finance, came up like Los Angeles had a moment ‘cause it was so close to consumer, but now it's kind of come back here.[00:25:29] And so I would say, you know, we tend to be very Bay area focused historically, even though of course we've asked all over the world. And then I would say like, if you take the ring out, you know, one more, it's gonna be the US of course, because we know it very well. And then one more is gonna be getting us and its allies and Yeah.[00:25:44] And it goes from there.[00:25:45] Sarah Wang: Yeah,[00:25:45] Martin Casado: sorry.[00:25:46] Sarah Wang: No, no. I agree. I think from a, but I think from the intern that that's sort of like where the companies are headquartered. Maybe your questions on supply chain and customer base. Uh, I, I would say our customers are, are, our companies are fairly international from that perspective.[00:25:59] Like they're selling [00:26:00] globally, right? They have global supply chains in some cases.[00:26:03] Martin Casado: I would say also the stickiness is very different.[00:26:05] Sarah Wang: Yeah.[00:26:05] Martin Casado: Historically between venture and growth, like there's so much company building in venture, so much so like hiring the next PM. Introducing the customer, like all of that stuff.[00:26:15] Like of course we're just gonna be stronger where we have our network and we've been doing business for 20 years. I've been in the Bay Area for 25 years, so clearly I'm just more effective here than I would be somewhere else. Um, where I think, I think for some of the later stage rounds, the companies don't need that much help.[00:26:30] They're already kind of pretty mature historically, so like they can kind of be everywhere. So there's kind of less of that stickiness. This is different in the AI time. I mean, Sarah is now the, uh, chief of staff of like half the AI companies in, uh, in the Bay Area right now. She's like, ops Ninja Biz, Devrel, BizOps.[00:26:48] swyx: Are, are you, are you finding much AI automation in your work? Like what, what is your stack.[00:26:53] Sarah Wang: Oh my, in my personal stack.[00:26:54] swyx: I mean, because like, uh, by the way, it's the, the, the reason for this is it is triggering, uh, yeah. We, like, I'm hiring [00:27:00] ops, ops people. Um, a lot of ponders I know are also hiring ops people and I'm just, you know, it's opportunity Since you're, you're also like basically helping out with ops with a lot of companies.[00:27:09] What are people doing these days? Because it's still very manual as far as I can tell.[00:27:13] Sarah Wang: Hmm. Yeah. I think the things that we help with are pretty network based, um, in that. It's sort of like, Hey, how do do I shortcut this process? Well, let's connect you to the right person. So there's not quite an AI workflow for that.[00:27:26] I will say as a growth investor, Claude Cowork is pretty interesting. Yeah. Like for the first time, you can actually get one shot data analysis. Right. Which, you know, if you're gonna do a customer database, analyze a cohort retention, right? That's just stuff that you had to do by hand before. And our team, the other, it was like midnight and the three of us were playing with Claude Cowork.[00:27:47] We gave it a raw file. Boom. Perfectly accurate. We checked the numbers. It was amazing. That was my like, aha moment. That sounds so boring. But you know, that's, that's the kind of thing that a growth investor is like, [00:28:00] you know, slaving away on late at night. Um, done in a few seconds.[00:28:03] swyx: Yeah. You gotta wonder what the whole, like, philanthropic labs, which is like their new sort of products studio.[00:28:10] Yeah. What would that be worth as an independent, uh, startup? You know, like a[00:28:14] Martin Casado: lot.[00:28:14] Sarah Wang: Yeah, true.[00:28:16] swyx: Yeah. You[00:28:16] Martin Casado: gotta hand it to them. They've been executing incredibly well.[00:28:19] swyx: Yeah. I, I mean, to me, like, you know, philanthropic, like building on cloud code, I think, uh, it makes sense to me the, the real. Um, pedal to the metal, whatever the, the, the phrase is, is when they start coming after consumer with, uh, against OpenAI and like that is like red alert at Open ai.[00:28:35] Oh, I[00:28:35] Martin Casado: think they've been pretty clear. They're enterprise focused.[00:28:37] swyx: They have been, but like they've been free. Here's[00:28:40] Martin Casado: care publicly,[00:28:40] swyx: it's enterprise focused. It's coding. Right. Yeah.[00:28:43] AI Labs vs Startups: Disruption, Undercutting & the Innovator's Dilemma[00:28:43] swyx: And then, and, but here's cloud, cloud, cowork, and, and here's like, well, we, uh, they, apparently they're running Instagram ads for Claudia.[00:28:50] I, on, you know, for, for people on, I get them all the time. Right. And so, like,[00:28:54] Martin Casado: uh,[00:28:54] swyx: it, it's kind of like this, the disruption thing of, uh, you know. Mo Open has been doing, [00:29:00] consumer been doing the, just pursuing general intelligence in every mo modality, and here's a topic that only focus on this thing, but now they're sort of undercutting and doing the whole innovator's dilemma thing on like everything else.[00:29:11] Martin Casado: It's very[00:29:11] swyx: interesting.[00:29:12] Martin Casado: Yeah, I mean there's, there's a very open que so for me there's like, do you know that meme where there's like the guy in the path and there's like a path this way? There's a path this way. Like one which way Western man. Yeah. Yeah.[00:29:23] Two Futures for AI: Infinite Market vs AGI Oligopoly[00:29:23] Martin Casado: And for me, like, like all the entire industry kind of like hinges on like two potential futures.[00:29:29] So in, in one potential future, um, the market is infinitely large. There's perverse economies of scale. ‘cause as soon as you put a model out there, like it kind of sublimates and all the other models catch up and like, it's just like software's being rewritten and fractured all over the place and there's tons of upside and it just grows.[00:29:48] And then there's another path which is like, well. Maybe these models actually generalize really well, and all you have to do is train them with three times more money. That's all you have to [00:30:00] do, and it'll just consume everything beyond it. And if that's the case, like you end up with basically an oligopoly for everything, like, you know mm-hmm.[00:30:06] Because they're perfectly general and like, so this would be like the, the a GI path would be like, these are perfectly general. They can do everything. And this one is like, this is actually normal software. The universe is complicated. You've got, and nobody knows the answer.[00:30:18] The Economics Reality Check: Gross Margins, Training Costs & Borrowing Against the Future[00:30:18] Martin Casado: My belief is if you actually look at the numbers of these companies, so generally if you look at the numbers of these companies, if you look at like the amount they're making and how much they, they spent training the last model, they're gross margin positive.[00:30:30] You're like, oh, that's really working. But if you look at like. The current training that they're doing for the next model, their gross margin negative. So part of me thinks that a lot of ‘em are kind of borrowing against the future and that's gonna have to slow down. It's gonna catch up to them at some point in time, but we don't really know.[00:30:47] Sarah Wang: Yeah.[00:30:47] Martin Casado: Does that make sense? Like, I mean, it could be, it could be the case that the only reason this is working is ‘cause they can raise that next round and they can train that next model. ‘cause these models have such a short. Life. And so at some point in time, like, you know, they won't be able to [00:31:00] raise that next round for the next model and then things will kind of converge and fragment again.[00:31:03] But right now it's not.[00:31:04] Sarah Wang: Totally. I think the other, by the way, just, um, a meta point. I think the other lesson from the last three years is, and we talk about this all the time ‘cause we're on this. Twitter X bubble. Um, cool. But, you know, if you go back to, let's say March, 2024, that period, it felt like a, I think an open source model with an, like a, you know, benchmark leading capability was sort of launching on a daily basis at that point.[00:31:27] And, um, and so that, you know, that's one period. Suddenly it's sort of like open source takes over the world. There's gonna be a plethora. It's not an oligopoly, you know, if you fast, you know, if you, if you rewind time even before that GPT-4 was number one for. Nine months, 10 months. It's a long time. Right.[00:31:44] Um, and of course now we're in this era where it feels like an oligopoly, um, maybe some very steady state shifts and, and you know, it could look like this in the future too, but it just, it's so hard to call. And I think the thing that keeps, you know, us up at [00:32:00] night in, in a good way and bad way, is that the capability progress is actually not slowing down.[00:32:06] And so until that happens, right, like you don't know what's gonna look like.[00:32:09] Martin Casado: But I, I would, I would say for sure it's not converged, like for sure, like the systemic capital flows have not converged, meaning right now it's still borrowing against the future to subsidize growth currently, which you can do that for a period of time.[00:32:23] But, but you know, at the end, at some point the market will rationalize that and just nobody knows what that will look like.[00:32:29] Alessio: Yeah.[00:32:29] Martin Casado: Or, or like the drop in price of compute will, will, will save them. Who knows?[00:32:34] Alessio: Yeah. Yeah. I think the models need to ask them to, to specific tasks. You know? It's like, okay, now Opus 4.5 might be a GI at some specific task, and now you can like depreciate the model over a longer time.[00:32:45] I think now, now, right now there's like no old model.[00:32:47] Martin Casado: No, but let, but lemme just change that mental, that's, that used to be my mental model. Lemme just change it a little bit.[00:32:53] Capital as a Weapon vs Task Saturation: Where Real Enterprise Value Gets Built[00:32:53] Martin Casado: If you can raise three times, if you can raise more than the aggregate of anybody that uses your models, that doesn't even matter.[00:32:59] It doesn't [00:33:00] even matter. See what I'm saying? Like, yeah. Yeah. So, so I have an API Business. My API business is 60% margin, or 70% margin, or 80% margin is a high margin business. So I know what everybody is using. If I can raise more money than the aggregate of everybody that's using it, I will consume them whether I'm a GI or not.[00:33:14] And I will know if they're using it ‘cause they're using it. And like, unlike in the past where engineering stops me from doing that.[00:33:21] Alessio: Mm-hmm.[00:33:21] Martin Casado: It is very straightforward. You just train. So I also thought it was kind of like, you must ask the code a GI, general, general, general. But I think there's also just a possibility that the, that the capital markets will just give them the, the, the ammunition to just go after everybody on top of ‘em.[00:33:36] Sarah Wang: I, I do wonder though, to your point, um, if there's a certain task that. Getting marginally better isn't actually that much better. Like we've asked them to it, to, you know, we can call it a GI or whatever, you know, actually, Ali Goi talks about this, like we're already at a GI for a lot of functions in the enterprise.[00:33:50] Um. That's probably those for those tasks, you probably could build very specific companies that focus on just getting as much value out of that task that isn't [00:34:00] coming from the model itself. There's probably a rich enterprise business to be built there. I mean, could be wrong on that, but there's a lot of interesting examples.[00:34:08] So, right, if you're looking the legal profession or, or whatnot, and maybe that's not a great one ‘cause the models are getting better on that front too, but just something where it's a bit saturated, then the value comes from. Services. It comes from implementation, right? It comes from all these things that actually make it useful to the end customer.[00:34:24] Martin Casado: Sorry, what am I, one more thing I think is, is underused in all of this is like, to what extent every task is a GI complete.[00:34:31] Sarah Wang: Mm-hmm.[00:34:32] Martin Casado: Yeah. I code every day. It's so fun.[00:34:35] Sarah Wang: That's a core question. Yeah.[00:34:36] Martin Casado: And like. When I'm talking to these models, it's not just code. I mean, it's everything, right? Like I, you know, like it's,[00:34:43] swyx: it's healthcare.[00:34:44] It's,[00:34:44] Martin Casado: I mean, it's[00:34:44] swyx: Mele,[00:34:45] Martin Casado: but it's every, it is exactly that. Like, yeah, that's[00:34:47] Sarah Wang: great support. Yeah.[00:34:48] Martin Casado: It's everything. Like I'm asking these models to, yeah, to understand compliance. I'm asking these models to go search the web. I'm asking these models to talk about things I know in the history, like it's having a full conversation with me while I, I engineer, and so it could be [00:35:00] the case that like, mm-hmm.[00:35:01] The most a, you know, a GI complete, like I'm not an a GI guy. Like I think that's, you know, but like the most a GI complete model will is win independent of the task. And we don't know the answer to that one either.[00:35:11] swyx: Yeah.[00:35:12] Martin Casado: But it seems to me that like, listen, codex in my experience is for sure better than Opus 4.5 for coding.[00:35:18] Like it finds the hardest bugs that I work in with. Like, it is, you know. The smartest developers. I don't work on it. It's great. Um, but I think Opus 4.5 is actually very, it's got a great bedside manner and it really, and it, it really matters if you're building something very complex because like, it really, you know, like you're, you're, you're a partner and a brainstorming partner for somebody.[00:35:38] And I think we don't discuss enough how every task kind of has that quality.[00:35:42] swyx: Mm-hmm.[00:35:43] Martin Casado: And what does that mean to like capital investment and like frontier models and Submodels? Yeah.[00:35:47] Why “Coding Models” Keep Collapsing into Generalists (Reasoning vs Taste)[00:35:47] Martin Casado: Like what happened to all the special coding models? Like, none of ‘em worked right. So[00:35:51] Alessio: some of them, they didn't even get released.[00:35:53] Magical[00:35:54] Martin Casado: Devrel. There's a whole, there's a whole host. We saw a bunch of them and like there's this whole theory that like, there could be, and [00:36:00] I think one of the conclusions is, is like there's no such thing as a coding model,[00:36:04] Alessio: you know?[00:36:04] Martin Casado: Like, that's not a thing. Like you're talking to another human being and it's, it's good at coding, but like it's gotta be good at everything.[00:36:10] swyx: Uh, minor disagree only because I, I'm pretty like, have pretty high confidence that basically open eye will always release a GPT five and a GT five codex. Like that's the code's. Yeah. The way I call it is one for raisin, one for Tiz. Um, and, and then like someone internal open, it was like, yeah, that's a good way to frame it.[00:36:32] Martin Casado: That's so funny.[00:36:33] swyx: Uh, but maybe it, maybe it collapses down to reason and that's it. It's not like a hundred dimensions doesn't life. Yeah. It's two dimensions. Yeah, yeah, yeah, yeah. Like and exactly. Beside manner versus coding. Yeah.[00:36:43] Martin Casado: Yeah.[00:36:44] swyx: It's, yeah.[00:36:46] Martin Casado: I, I think for, for any, it's hilarious. For any, for anybody listening to this for, for, for, I mean, for you, like when, when you're like coding or using these models for something like that.[00:36:52] Like actually just like be aware of how much of the interaction has nothing to do with coding and it just turns out to be a large portion of it. And so like, you're, I [00:37:00] think like, like the best Soto ish model. You know, it is going to remain very important no matter what the task is.[00:37:06] swyx: Yeah.[00:37:07] What He's Actually Coding: Gaussian Splats, Spark.js & 3D Scene Rendering Demos[00:37:07] swyx: Uh, speaking of coding, uh, I, I'm gonna be cheeky and ask like, what actually are you coding?[00:37:11] Because obviously you, you could code anything and you are obviously a busy investor and a manager of the good. Giant team. Um, what are you calling?[00:37:18] Martin Casado: I help, um, uh, FEFA at World Labs. Uh, it's one of the investments and um, and they're building a foundation model that creates 3D scenes.[00:37:27] swyx: Yeah, we had it on the pod.[00:37:28] Yeah. Yeah,[00:37:28] Martin Casado: yeah. And so these 3D scenes are Gaussian splats, just by the way that kind of AI works. And so like, you can reconstruct a scene better with, with, with radiance feels than with meshes. ‘cause like they don't really have topology. So, so they, they, they produce each. Beautiful, you know, 3D rendered scenes that are Gaussian splats, but the actual industry support for Gaussian splats isn't great.[00:37:50] It's just never, you know, it's always been meshes and like, things like unreal use meshes. And so I work on a open source library called Spark js, which is a. Uh, [00:38:00] a JavaScript rendering layer ready for Gaussian splats. And it's just because, you know, um, you, you, you need that support and, and right now there's kind of a three js moment that's all meshes and so like, it's become kind of the default in three Js ecosystem.[00:38:13] As part of that to kind of exercise the library, I just build a whole bunch of cool demos. So if you see me on X, you see like all my demos and all the world building, but all of that is just to exercise this, this library that I work on. ‘cause it's actually a very tough algorithmics problem to actually scale a library that much.[00:38:29] And just so you know, this is ancient history now, but 30 years ago I paid for undergrad, you know, working on game engines in college in the late nineties. So I've got actually a back and it's very old background, but I actually have a background in this and so a lot of it's fun. You know, but, but the, the, the, the whole goal is just for this rendering library to, to,[00:38:47] Sarah Wang: are you one of the most active contributors?[00:38:49] The, their GitHub[00:38:50] Martin Casado: spark? Yes.[00:38:51] Sarah Wang: Yeah, yeah.[00:38:51] Martin Casado: There's only two of us there, so, yes. No, so by the way, so the, the pri The pri, yeah. Yeah. So the primary developer is a [00:39:00] guy named Andres Quist, who's an absolute genius. He and I did our, our PhDs together. And so like, um, we studied for constant Quas together. It was almost like hanging out with an old friend, you know?[00:39:09] And so like. So he, he's the core, core guy. I did mostly kind of, you know, the side I run venture fund.[00:39:14] swyx: It's amazing. Like five years ago you would not have done any of this. And it brought you back[00:39:19] Martin Casado: the act, the Activ energy, you're still back. Energy was so high because you had to learn all the framework b******t.[00:39:23] Man, I f*****g used to hate that. And so like, now I don't have to deal with that. I can like focus on the algorithmics so I can focus on the scaling and I,[00:39:29] swyx: yeah. Yeah.[00:39:29] LLMs vs Spatial Intelligence + How to Value World Labs' 3D Foundation Model[00:39:29] swyx: And then, uh, I'll observe one irony and then I'll ask a serious investor question, uh, which is like, the irony is FFE actually doesn't believe that LMS can lead us to spatial intelligence.[00:39:37] And here you are using LMS to like help like achieve spatial intelligence. I just see, I see some like disconnect in there.[00:39:45] Martin Casado: Yeah. Yeah. So I think, I think, you know, I think, I think what she would say is LLMs are great to help with coding.[00:39:51] swyx: Yes.[00:39:51] Martin Casado: But like, that's very different than a model that actually like provides, they, they'll never have the[00:39:56] swyx: spatial inte[00:39:56] Martin Casado: issues.[00:39:56] And listen, our brains clearly listen, our brains, brains clearly have [00:40:00] both our, our brains clearly have a language reasoning section and they clearly have a spatial reasoning section. I mean, it's just, you know, these are two pretty independent problems.[00:40:07] swyx: Okay. And you, you, like, I, I would say that the, the one data point I recently had, uh, against it is the DeepMind, uh, IMO Gold, where, so, uh, typically the, the typical answer is that this is where you start going down the neuros symbolic path, right?[00:40:21] Like one, uh, sort of very sort of abstract reasoning thing and one form, formal thing. Um, and that's what. DeepMind had in 2024 with alpha proof, alpha geometry, and now they just use deep think and just extended thinking tokens. And it's one model and it's, and it's in LM.[00:40:36] Martin Casado: Yeah, yeah, yeah, yeah, yeah.[00:40:37] swyx: And so that, that was my indication of like, maybe you don't need a separate system.[00:40:42] Martin Casado: Yeah. So, so let me step back. I mean, at the end of the day, at the end of the day, these things are like nodes in a graph with weights on them. Right. You know, like it can be modeled like if you, if you distill it down. But let me just talk about the two different substrates. Let's, let me put you in a dark room.[00:40:56] Like totally black room. And then let me just [00:41:00] describe how you exit it. Like to your left, there's a table like duck below this thing, right? I mean like the chances that you're gonna like not run into something are very low. Now let me like turn on the light and you actually see, and you can do distance and you know how far something away is and like where it is or whatever.[00:41:17] Then you can do it, right? Like language is not the right primitives to describe. The universe because it's not exact enough. So that's all Faye, Faye is talking about. When it comes to like spatial reasoning, it's like you actually have to know that this is three feet far, like that far away. It is curved.[00:41:37] You have to understand, you know, the, like the actual movement through space.[00:41:40] swyx: Yeah.[00:41:40] Martin Casado: So I do, I listen, I do think at the end of these models are definitely converging as far as models, but there's, there's, there's different representations of problems you're solving. One is language. Which, you know, that would be like describing to somebody like what to do.[00:41:51] And the other one is actually just showing them and the space reasoning is just showing them.[00:41:55] swyx: Yeah, yeah, yeah. Right. Got it, got it. Uh, the, in the investor question was on, on, well labs [00:42:00] is, well, like, how do I value something like this? What, what, what work does the, do you do? I'm just like, Fefe is awesome.[00:42:07] Justin's awesome. And you know, the other two co-founder, co-founders, but like the, the, the tech, everyone's building cool tech. But like, what's the value of the tech? And this is the fundamental question[00:42:16] Martin Casado: of, well, let, let, just like these, let me just maybe give you a rough sketch on the diffusion models. I actually love to hear Sarah because I'm a venture for, you know, so like, ventures always, always like kind of wild west type[00:42:24] swyx: stuff.[00:42:24] You, you, you, you paid a dream and she has to like, actually[00:42:28] Martin Casado: I'm gonna say I'm gonna mar to reality, so I'm gonna say the venture for you. And she can be like, okay, you a little kid. Yeah. So like, so, so these diffusion models literally. Create something for, for almost nothing. And something that the, the world has found to be very valuable in the past, in our real markets, right?[00:42:45] Like, like a 2D image. I mean, that's been an entire market. People value them. It takes a human being a long time to create it, right? I mean, to create a, you know, a, to turn me into a whatever, like an image would cost a hundred bucks in an hour. The inference cost [00:43:00] us a hundredth of a penny, right? So we've seen this with speech in very successful companies.[00:43:03] We've seen this with 2D image. We've seen this with movies. Right? Now, think about 3D scene. I mean, I mean, when's Grand Theft Auto coming out? It's been six, what? It's been 10 years. I mean, how, how like, but hasn't been 10 years.[00:43:14] Alessio: Yeah.[00:43:15] Martin Casado: How much would it cost to like, to reproduce this room in 3D? Right. If you, if you, if you hired somebody on fiber, like in, in any sort of quality, probably 4,000 to $10,000.[00:43:24] And then if you had a professional, probably $30,000. So if you could generate the exact same thing from a 2D image, and we know that these are used and they're using Unreal and they're using Blend, or they're using movies and they're using video games and they're using all. So if you could do that for.[00:43:36] You know, less than a dollar, that's four or five orders of magnitude cheaper. So you're bringing the marginal cost of something that's useful down by three orders of magnitude, which historically have created very large companies. So that would be like the venture kind of strategic dreaming map.[00:43:49] swyx: Yeah.[00:43:50] And, and for listeners, uh, you can do this yourself on your, on your own phone with like. Uh, the marble.[00:43:55] Martin Casado: Yeah. Marble.[00:43:55] swyx: Uh, or but also there's many Nerf apps where you just go on your iPhone and, and do this.[00:43:59] Martin Casado: Yeah. Yeah. [00:44:00] Yeah. And, and in the case of marble though, it would, what you do is you literally give it in.[00:44:03] So most Nerf apps you like kind of run around and take a whole bunch of pictures and then you kind of reconstruct it.[00:44:08] swyx: Yeah.[00:44:08] Martin Casado: Um, things like marble, just that the whole generative 3D space will just take a 2D image and it'll reconstruct all the like, like[00:44:16] swyx: meaning it has to fill in. Uh,[00:44:18] Martin Casado: stuff at the back of the table, under the table, the back, like, like the images, it doesn't see.[00:44:22] So the generator stuff is very different than reconstruction that it fills in the things that you can't see.[00:44:26] swyx: Yeah. Okay.[00:44:26] Sarah Wang: So,[00:44:27] Martin Casado: all right. So now the,[00:44:28] Sarah Wang: no, no. I mean I love that[00:44:29] Martin Casado: the adult[00:44:29] Sarah Wang: perspective. Um, well, no, I was gonna say these are very much a tag team. So we, we started this pod with that, um, premise. And I think this is a perfect question to even build on that further.[00:44:36] ‘cause it truly is, I mean, we're tag teaming all of these together.[00:44:39] Investing in Model Labs, Media Rumors, and the Cursor Playbook (Margins & Going Down-Stack)[00:44:39] Sarah Wang: Um, but I think every investment fundamentally starts with the same. Maybe the same two premises. One is, at this point in time, we actually believe that there are. And of one founders for their particular craft, and they have to be demonstrated in their prior careers, right?[00:44:56] So, uh, we're not investing in every, you know, now the term is NEO [00:45:00] lab, but every foundation model, uh, any, any company, any founder trying to build a foundation model, we're not, um, contrary to popular opinion, we're

Since Donald Trump's return to the U.S. presidency, Russia has drastically escalated its missile and drone strikes on Ukrainian cities. In January 2026, launches exceeded 6,000—a sharp increase from approximately 2,000 in January 2025. The use of guided aerial bombs (KABs) also reached a record high of almost 6,000 per month. With the Trump administration significantly cutting military aid to Kyiv, Ukraine now finds itself in an increasingly vulnerable position. What are the underlying causes of this policy shift, and what does it reveal about Trump's vision for global order and human rights? *** Explaining Ukraine is a podcast by UkraineWorld, an English-language media outlet covering Ukraine. Host: Volodymyr Yermolenko—Ukrainian philosopher, editor-in-chief of UkraineWorld, and president of PEN Ukraine. Guest: Christopher Atwood, an American human rights and communications expert and Head of Ukraїner International—the international branch of the popular Ukrainian media platform, Ukraїner. *** Listen on various platforms: https://li.sten.to/explaining-ukraine UkraineWorld: https://ukraineworld.org/en *** SUPPORT: You can support our work on https://www.patreon.com/c/ukraineworld Your help is crucial, as we rely heavily on crowdfunding. You can also contribute to our volunteer missions to frontline areas in Ukraine, where we deliver aid to both soldiers and civilians. Donations are welcome via PayPal at: ukraine.resisting@gmail.com. *** CONTENTS: 00:00 Intro 06:00 Why is it important to be in Ukraine? 10:08 Analysis of the US political shift: Biden VS Trump 13:58 Trump and violence 15:00 "Empathy Recession": How cruelty has become a cultural zeitgeist 21:10 The role of the media establishment 27:11 Trump`s perspectives on Ukraine: Is he a mediator or closer to Putin's vision? 30:43 The threat to Europe 35:27 Trump's economics 40:01 Public vs. Political support: Why most Americans still favor Ukraine 44:04 Building a coalition of the willing

Welcome back Pauper fam! This week we're joined by our friend Ryan Adams to discuss how to assess different metagames in Pauper using data analysis in new and creative ways. It's not just about winrate and matchups; how granular can we get when we take sideboards and variance into account? You can follow along at home with Ryan's slides linked below (as long as you're not driving!) Thank you as always for listening!Join our Discord! https://discord.gg/kdvSavFkpzCheck out our YouTube channel: https://www.youtube.com/@CommonGroundMTGRyan's Presentation: https://docs.google.com/presentation/d/1s7nTnHavgPjCd90cRg6TuX2GStZSL1zTbqfTZC2Bzro/edit?usp=sharingUpcoming Pauper Events:March 7th - Win-Some-Beta-Basics Pauper Tournament @ Hobby Town - Bowling Green, Kentucky: https://topdeck.gg/event/pauper-event-win-beta-landsMarch 21st - The next Court of Commons Quarterly, Western Kentucky area - More details TBA!North Carolina-Area Listeners: Check out the Piedmont Pauper League @ Dragon's Hoard, Greensboro NC! 6 monthly tournaments culminate in a grand prize: travel stipend and entry into CGCup4 this summer! February event registration is now open: https://www.spicerack.gg/events/2941402The Cascadia Pauper Circuit presented by Pauper PNW: www.PauperPNW.org First events are February 21st and March 8th!Nashville-Area Thursday Pauper League @ Middle TN Gaming in Bellevue: https://www.facebook.com/p/Middle-Tennessee-Gaming-61567309793600/Any questions or feedback for us? Email us at: commongroundmtgpod@gmail.comhttps://twitter.com/CamPlaysMagichttps://twitter.com/Hippo_1124Thomas' BlueSky: @thomasdoesalot.bsky.social Hippo's BlueSky: @hippo2112.bsky.social 

We are entering the homestretch of the 2026 Winter Olympics in Milan. As the international sporting event continues, Slate correspondent Justin Peters shares his reporting and analysis of the games so far, and previews what's to come. Plus listeners call in to share their picks for the highlight reel. Photo by Andrzej Iwanczuk/NurPhoto via Getty Images

Synopsis:  Why is the sexism at the heart of Trumpism taken so lightly?This show is made possible by you! To become a sustaining member go to LauraFlanders.org/donateDescription: Donald Trump has a long record of demeaning and berating women. He's also linked to Jeffrey Epstein and his name appears literally thousands of times in relation to what is arguably the biggest, sickest sex abuse scandal ever. So why is the sexism at the heart of Trumpism taken so lightly? In this episode, we look at how sexism functions in today's fascist resurgence with experts Nina Burleigh, Rev. Naomi Washington-Leapheart and Annie Wilkinson. Burleigh is a journalist, best-selling author, documentary producer, and publisher of “American Freakshow” on Substack. Rev. Washington-Leapheart is a minister, professor, and the first-ever Strategic Partnerships Director at Political Research Associates (PRA), a social justice research and strategy center founded in 1981 by the feminist political scientist Jean Hardisty. In 2025 PRA dedicated an entire issue of their journal to the relationship between gender and authoritarianism, with a lead essay written by Wilkinson. Hear what our guests are taking away from the Epstein story, why authoritarians are afraid of feminism, and how women's leadership poses such a threat to fascists. All that, plus a commentary from Laura on impunity in our times.“It's not just about a sex case. It's not just about the mistreatment of women, I'm sorry to say, because that's a big part of it. It's the underpinning of how Epstein maybe was operating. It's really about influence, foreign affairs, and the way the last 20 years of American foreign policy has played out.” - Nina Burleigh“The most unprotected women in the United States throughout our history have been Black women . . . It's sort of okay for a MAGA influencer to say that Black women have brains that process more slowly than any, and nobody challenges that.” - Rev. Naomi Washington-LeapheartGuests:• Nina Burleigh: NYT Bestselling Author & Journalist; Substack, American Freakshow• Rev. Naomi Washington-Leapheart: Strategic Partnerships Director, Political Research Associates• Annie Wilkinson: Senior Research Analyst, Political Research Associates Watch the episode released on YouTube; PBS World Channel 11:30am ET Sundays and on over 300 public stations across the country (check your listings, or search here via zipcode). Listen: Episode airing on community radio (check here to see if your station airs the show) & available as a podcast.Full Episode Notes are located HERE.Full Conversation Release: While our weekly shows are edited to time for broadcast on Public TV and community radio, we offer to our members and podcast subscribers the full uncut conversation. Music Credit:  ''Bottom Line (ICE)" radio edit by Wunmi (courtesy of the artist), 'Steppin' by Podington Bear, and original sound design by Jeannie HopperSupport Laura Flanders and Friends by becoming a member at https://www.patreon.com/c/lauraflandersandfriends RESOURCES:*Recommended book:“The Trump Women: Part of the Deal” by Nina Burleigh: *Get the Book(*Bookshop is an online bookstore with a mission to financially support local, independent bookstores. The LF Show is an affiliate of bookshop.org and will receive a small commission if you click through and make a purchase.) Related Laura Flanders Show Episodes:•  Fighting Fascism from Hungary to No Kings: Ezra Levin & László Upor on Trump & Orbán-  Watch / Listen:  Full Uncut Conversation and Episode Cut•  Imara Jones: Countering The Anti-Trans Hate Machine- Watch / Listen:  Episode Cut•  Freedom for Women Requires Abolition Feminism:  Suzanne Pharr & Beth Richie- Watch / Listen:  Full Uncut Conversation and Episode Cut Related Articles and Resources:• Return of the Planet of the Apes:  the All-Boys' Clubs of the Trumpocene, by Nina Burleigh, December 16, 2026, American Freakshow•  Jeffrey Epstein:  the Ultimate Davos Man, by Nina Burleigh, January 23, 2026, American Freakshow•  What We Cannot Do is Be Revolutionaries Except When We're Mothering, by Kenton Wahsington-Leapheart & REv. Naomi Washington-Leaphear, May 10, 2028, Religion Dispatches• Q&A:  Harnassing Our Power to End Political Violence, An interview with Scot Nakagawa and Hardy Merriman, by Rev. Naomi Washington-Leapheart, November 21, 224, PRA• Gender and Authoritarianism:  A Framework for Analysis and Action, by Annie Wilkinson, April 3, 2025, PRA•  Revenge of the Patriarchs:  Why Autocrats Fear Women, by Erica Chenoweth and Zoe Marks, February 8, 2022, Foreign Affairs• Donald Trump vows to be protector of women ‘whether they like it or not', by Edward Helmore, October 31, 2024, The Guardian• White House Posts Photo Altered to Show Arrested Minnesota Protester Crying, by Tiffany Tsu, Alan Feuer and Stuart A. Thompson, January 22, 2026, New York Times•  Shutdown, federal layoffs take toll on Black women, by AFSCME Staff, November 6, 2025, AFSCME•  ‘We have to keep showing up for each other': In Minnesota, caregiving is a form of resistance, by Barbara Rodriguez, February 6, 2026, 19thenews Laura Flanders and Friends Crew: Laura Flanders-Executive Producer, Writer; Sabrina Artel-Supervising Producer; Jeremiah Cothren-Senior Producer; Veronica Delgado-Video Editor, Janet Hernandez-Communications Director; Jeannie Hopper-Audio Director, Podcast & Radio Producer, Audio Editor, Sound Design, Narrator; Sarah Miller-Development Director, Nat Needham-Editor, Graphic Design emeritus; David Neuman-Senior Video Editor, and Rory O'Conner-Senior Consulting Producer. 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Anthony and Alex break down the financial reality of the 2026 offseason. With the Giants currently low on cap space, the front office must make difficult decisions on veteran leaders like Bobby Okereke, Devin Singletary, and Jon Runyan Jr. to clear cap space ahead of Free Agency. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.