Podcasts about Arista

Take a Network Break! We start with listener follow-up on data centers in space, and sound the Red Alert about a sandbox failure in Claude Code and a rash of Microsoft zero-days. On the news front, Cisco announces a 102.4Tbps switch ASIC in its Silicon One line of homegrown chips, and adds AI agent monitoring... Read more »

Take a Network Break! We start with listener follow-up on data centers in space, and sound the Red Alert about a sandbox failure in Claude Code and a rash of Microsoft zero-days. On the news front, Cisco announces a 102.4Tbps switch ASIC in its Silicon One line of homegrown chips, and adds AI agent monitoring... Read more »

Take a Network Break! We start with listener follow-up on data centers in space, and sound the Red Alert about a sandbox failure in Claude Code and a rash of Microsoft zero-days. On the news front, Cisco announces a 102.4Tbps switch ASIC in its Silicon One line of homegrown chips, and adds AI agent monitoring... Read more »

In this episode, Ben and Jay discuss various topics related to the tech industry, focusing on hyperscalers, cloud computing, and the memory market. They analyze the earnings of Nebius and CoreWeave, the implications of heavy asset businesses, and the dynamics of AI and memory. The conversation also covers the performance of Applied Materials and networking companies like Cisco and Arista, highlighting the challenges and opportunities in these sectors.

Arista bielorrusa: CIPER accedió a los audios originales de las escuchas telefónicas de los conservadores Sergio Yáber y Yamil Najle, y que la fiscalía exhibió en audiencias. Catalina Olate te cuenta los detalles.

In the security news: Viral AI prompts Things to do in your home security lab I can open your garage door They call me DKnife Beyondtrust RCE Cool AI device Robots need your body Meta is just full of scams, phishing, and malware Claude Opus 4.6 found more than 500 high-severity vulnerabilities Arista next gen firewalls and command injection Secure Boot updates The RCE AMD won't fix and why the article went away End of support means get it off the network Accidentally giving away $44 billion of Bitcoin Visit https://www.securityweekly.com/psw for all the latest episodes! Show Notes: https://securityweekly.com/psw-913

In the security news: Viral AI prompts Things to do in your home security lab I can open your garage door They call me DKnife Beyondtrust RCE Cool AI device Robots need your body Meta is just full of scams, phishing, and malware Claude Opus 4.6 found more than 500 high-severity vulnerabilities Arista next gen firewalls and command injection Secure Boot updates The RCE AMD won't fix and why the article went away End of support means get it off the network Accidentally giving away $44 billion of Bitcoin Show Notes: https://securityweekly.com/psw-913

In the security news: Viral AI prompts Things to do in your home security lab I can open your garage door They call me DKnife Beyondtrust RCE Cool AI device Robots need your body Meta is just full of scams, phishing, and malware Claude Opus 4.6 found more than 500 high-severity vulnerabilities Arista next gen firewalls and command injection Secure Boot updates The RCE AMD won't fix and why the article went away End of support means get it off the network Accidentally giving away $44 billion of Bitcoin Visit https://www.securityweekly.com/psw for all the latest episodes! Show Notes: https://securityweekly.com/psw-913

In the security news: Viral AI prompts Things to do in your home security lab I can open your garage door They call me DKnife Beyondtrust RCE Cool AI device Robots need your body Meta is just full of scams, phishing, and malware Claude Opus 4.6 found more than 500 high-severity vulnerabilities Arista next gen firewalls and command injection Secure Boot updates The RCE AMD won't fix and why the article went away End of support means get it off the network Accidentally giving away $44 billion of Bitcoin Show Notes: https://securityweekly.com/psw-913

Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.

इस एपिसोड में, Nicolai Tangen की बातचीत अरिस्टा नेटवर्क्स की मशहूर CEO जयश्री उल्लाल से होती है। जयश्री समझाती हैं कि कैसे अरिस्टा आज के AI सिस्टम के लिए बड़े-बड़े नेटवर्क चलाता है, क्यों AI का ट्रैफिक पहले के सभी ट्रैफिक से बिल्कुल अलग है, और क्यों अब सबसे बड़ी रुकावट हार्डवेयर नहीं बल्कि बिजली की कमी है। वे अरिस्टा की कहानी बताती हैं—कैसे एक छोटी इंजीनियरिंग टीम जिसकी कमाई शून्य थी, दुनियाभर में लीडर बन गई, वो कल्चर जिसने कंपनी को सफल बनाया, और इलेक्ट्रिकल इंजीनियर से CEO बनने तक का उनका अपना सफर। यह एक खुली और गहरी बातचीत है जो लीडरशिप, नई सोच और AI की दुनिया में नेटवर्किंग के भविष्य के बारे में है।——————Jayshree Ullal - CEO of Arista Networks In this episode, Nicolai Tangen sits down with Jayshree Ullal, the influential CEO of Arista Networks. Jayshree explains how Arista powers the demanding networks behind today's AI systems, why AI traffic is fundamentally different from anything that came before, and why power—not hardware—is now the biggest constraint. She reflects on Arista's evolution from a small engineering team with zero revenue to a global leader, the culture that shaped its success, and her own path from electrical engineer to CEO. A candid and insightful conversation about leadership, innovation, and the future of networking in an AI-driven world. Hosted on Acast. See acast.com/privacy for more information.

Un repaso por los hechos, actores y mecanismos que emergen del Caso Hermosilla y hoy mantienen bajo investigación a la ex ministra de la Corte Suprema, Ángela Vivanco. El periodista de investigación de Reportea.cl, Nicolás Sepúlveda, quien reveló originalmente los chats que dieron origen a esta arista, revisa los nudos críticos de un caso que expone corrupción judicial, operaciones de lavado de dinero y una compleja red de tráfico de influencia. Conduce Cecilia Rovaretti.

Alexis Garcia and David Saito-Chung walk through Monday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Church are a bit of an enigma in the rock world. Though best known for their breakout 1988 song Under The Milky Way off of Starfish. Prior to that they'd had an unexpected Australian anthem in An Unguarded Moment. But they didn't want to be a pop band - they saw themselves as members of the new psychedelic movement. So the cover of Heyday (released in Australia late 1985 but in the US January 28, 1986) you can see the lads sporting some paisley shirts against a Persian Rug. But at that point, they'd already abandoned their psychedelic leanings for their own AOR stylings. The album Heyday, produced by Peter Walsh (Simple Minds) provides some entrancing guitar work with lyrics from Steve Kilbey that go from seeing behind the curtain of fame (Disenchanted) to unending sadness (Tristesse) to vain plastic surgery junkies (Youth Worshipper). Peter Koppes and Marty Wilson-Piper offer intricate and jangling guitars which make for 120 Minutes gold on MTV and can even put you into a bit of a trance. Myrrh and Tantalized proved to be all time favorites of Church fans and are still part of the band's setlist to this day. However, though songs like Columbus and Already Yesterday may have been enjoyed by fans of the band, they failed to crack the charts the way the record company had hoped. Still, the band were able to tour the US with Echo & The Bunnymen which helped them break down some doors and win some fans. Though they were dropped by their record companies after Heyday, this led to them being picked up by Arista, which led to Starfish and success in the US and around the world. It may not be multi-platinum but Heyday would help define the sound of The Church, allowed them to write songs together and create a foundation that built towards greater success. Check out our new website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ugly American Werewolf in London Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Threads⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LInkTree⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.pantheonpodcasts.com⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Church are a bit of an enigma in the rock world. Though best known for their breakout 1988 song Under The Milky Way off of Starfish. Prior to that they'd had an unexpected Australian anthem in An Unguarded Moment. But they didn't want to be a pop band - they saw themselves as members of the new psychedelic movement. So the cover of Heyday (released in Australia late 1985 but in the US January 28, 1986) you can see the lads sporting some paisley shirts against a Persian Rug. But at that point, they'd already abandoned their psychedelic leanings for their own AOR stylings. The album Heyday, produced by Peter Walsh (Simple Minds) provides some entrancing guitar work with lyrics from Steve Kilbey that go from seeing behind the curtain of fame (Disenchanted) to unending sadness (Tristesse) to vain plastic surgery junkies (Youth Worshipper). Peter Koppes and Marty Wilson-Piper offer intricate and jangling guitars which make for 120 Minutes gold on MTV and can even put you into a bit of a trance. Myrrh and Tantalized proved to be all time favorites of Church fans and are still part of the band's setlist to this day. However, though songs like Columbus and Already Yesterday may have been enjoyed by fans of the band, they failed to crack the charts the way the record company had hoped. Still, the band were able to tour the US with Echo & The Bunnymen which helped them break down some doors and win some fans. Though they were dropped by their record companies after Heyday, this led to them being picked up by Arista, which led to Starfish and success in the US and around the world. It may not be multi-platinum but Heyday would help define the sound of The Church, allowed them to write songs together and create a foundation that built towards greater success. Check out our new website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ugly American Werewolf in London Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Threads⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LInkTree⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.pantheonpodcasts.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

We're diving deep into the world of iconic album cover art with our special guest, Frm. Elektra Records Art Director Bob Heimall.  A name behind some of the most memorable visuals in music history. From his humble beginnings at Elektra Records in the late 1960s to becoming the youngest art director in the business, Bob Heimall's creativity has graced records by legends like Carly Simon, Jim Croce, The Doors, Bread, Iggy Pop, and even Yoko Ono.You'll hear Bob Heimall share personal stories, like joining Jim Morrison, Jimi Hendrix, and Janis Joplin for an unforgettable moment in a New York penthouse, rubbing elbows with rock royalty, working with Carly Simon while she breastfed her son, and being the sole audience for Jim Croce's final album performance just two weeks before tragedy struck. He'll reveal behind-the-scenes anecdotes about album art decisions—some even leading to legendary band debates—describe the step-by-step design process before Photoshop, and recount the emotional impact these collaborations left on him.Plus, Bob Heimall discusses the cutthroat world of record labels, his transition from Elektra to Arista under Clive Davis, and reflects on the vital role music—and its packaging—plays in shaping our memories. Whether you're a vinyl enthusiast, design lover, or music history buff, this episode is packed with untold stories, industry insights, and the passion that goes into creating the artwork we all grew up with.(0:00) "Starting at Elektra Records"(4:14) "Music Legends at the Hilton"(9:14) "Redefining Album Cover Art"(11:45) "Early Album Cover Design Process"(15:41) Carly's Jingles and Brother(18:19) "Unplanned Success, Captured Moment"(22:04) "Music, Photos, and Choices"24:39 "Following the Music"(28:45) "Rejected Naked Silhouette Cover"(30:17) "Innovative Multi-Fold Album Design"(33:30) "Reflecting on Jim Croce's Death"(38:13) "Asthma, Draft Exception, Jersey Shore"(41:40) "QuadSound and Career Transition"(43:59) "High-Stakes Creative Meetings"(46:15) "Jack's Artistic Integrity Struggle"(48:45) "Pool Nights in the Office"(53:56) "The Band's Big Pink Album Cover Story"(56:19) "The Doors Strange Days Album Cover Controversy"(59:19) "Cover Stories Book"You can download or stream every episode of AIRCHECK from Apple Podcasts, and Spotify. You can also listen on YouTube. Ask your Smart Speaker to “Play Aircheck Podcast”.If you're a radio vet with a story to tell we want to hear from you.Email us at Aircheckme@gmail.comFollow us on Facebook: facebook.com/aircheckmeTell us what you think and your favorite episode!

Take a Network Break! The virtual donut factory is back from hiatus, and we’ve got a fresh batch to pass around as we discuss the week’s tech news. We start with an emergency patch for Cisco ISE, then dig into a set of new product announcements from Arista including a new ability to deploy wireless... Read more »

Take a Network Break! The virtual donut factory is back from hiatus, and we’ve got a fresh batch to pass around as we discuss the week’s tech news. We start with an emergency patch for Cisco ISE, then dig into a set of new product announcements from Arista including a new ability to deploy wireless... Read more »

Take a Network Break! The virtual donut factory is back from hiatus, and we’ve got a fresh batch to pass around as we discuss the week’s tech news. We start with an emergency patch for Cisco ISE, then dig into a set of new product announcements from Arista including a new ability to deploy wireless... Read more »

We've curated a special 10-minute version of the podcast for those in a hurry. Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/arista-networks-ceo-the-ai-infrastructure-boom-power/id1614211565?i=1000743264525&l=nbIn this episode, Nicolai Tangen sits down with Jayshree Ullal, the influential CEO of Arista Networks. Jayshree explains how Arista powers the demanding networks behind today's AI systems, why AI traffic is fundamentally different from anything that came before, and why power—not hardware—is now the biggest constraint. She reflects on Arista's evolution from a small engineering team with zero revenue to a global leader, the culture that shaped its success, and her own path from electrical engineer to CEO. A candid and insightful conversation about leadership, innovation, and the future of networking in an AI-driven world.In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Une Solheim. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.

Send us a textThe year felt like it stretched on forever, and in that extra space the networking world reshaped itself. We traded weekly cadence for deeper focus, shipped an AWS Advanced Networking book that the community embraced, and then watched the landscape pivot as vendors consolidated, clouds connected to each other, and AI hype met the hard edges of security and reliability.We dig into the acquisition wave with clear eyes: Arista picking up VeloCloud from Broadcom and what that means for SD‑WAN customers; HPE's Juniper deal clearing regulatory review and the open questions around Mist and portfolio strategy; and why Broadcom–VMware didn't trigger instant mass migrations, even as budgets and CSP support shifted. Then we chart the most surprising turn—AWS and Google offering a cross‑cloud link that's not a one‑off database play, but a general connective fabric. If pricing trends toward pipe capacity rather than per‑GB egress, multi‑cloud networking stops being a niche product pitch and becomes an operator reality. We even explore the idea of a Cloud Exchange Point, where automation snaps providers together at scale.AI was everywhere and still uneven. We call out real wins—friendlier automation workflows and eBPF‑powered visibility via Cisco's Isovalent acquisition—while laying out the unsolved work: agentic AI with least privilege, auditable actions, and enforceable data boundaries. Until those controls are standard, enterprises will limit autonomy and keep AI close to expert hands. Against the constant layoff drumbeat, we offer direct advice: build skills across cloud interconnects, Kubernetes networking, and eBPF telemetry; document outcomes in the language of cost and risk; and lean into community for opportunities and perspective.If you want a no‑nonsense guide to what changed, what actually matters, and how to prepare for a faster 2026, this one's for you. Subscribe, share with a teammate who needs signal over noise, and drop your take: which shift will shape your architecture next year?Purchase Chris and Tim's book on AWS Cloud Networking: https://www.amazon.com/Certified-Advanced-Networking-Certification-certification/dp/1835080839/ Check out the Monthly Cloud Networking Newshttps://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/Visit our website and subscribe: https://www.cables2clouds.com/Follow us on BlueSky: https://bsky.app/profile/cables2clouds.comFollow us on YouTube: https://www.youtube.com/@cables2clouds/Follow us on TikTok: https://www.tiktok.com/@cables2cloudsMerch Store: https://store.cables2clouds.com/Join the Discord Study group: https://artofneteng.com/iaatj

In this episode, Nicolai Tangen sits down with Jayshree Ullal, the influential CEO of Arista Networks. Jayshree explains how Arista powers the demanding networks behind today's AI systems, why AI traffic is fundamentally different from anything that came before, and why power—not hardware—is now the biggest constraint. She reflects on Arista's evolution from a small engineering team with zero revenue to a global leader, the culture that shaped its success, and her own path from electrical engineer to CEO. A candid and insightful conversation about leadership, innovation, and the future of networking in an AI-driven world.In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Une Solheim. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.

December 2025 Sustainable Stock and ETF Picks. Covers America's most responsible companies, AI infrastructure and renewable energy stocks, and more. By Ron Robins, MBA Transcript & Links, Episode 162, December 19, 2025 Hello, Ron Robins here. Welcome to my podcast episode 162, published on December 19, 2025, titled "December 2025 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 8 articles for you in this podcast! Note: Some companies are covered more than once. ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (1) In this edition, I'm starting with a ranking of responsible companies. It's titled America's Most Responsible Companies 2026 on rankings.newsweek.com. It's by Newsweek and Statista. Here are some quotes from the introduction by Jennifer H. Cunningham. "According to a study by The Roundup, 84 percent of customers say that they are deterred from companies with poor environmental practices, and 62 percent 'always or often' specifically look for products that are sustainable. That is why Newsweek is proud to partner with Statista for the seventh time to present America's Most Responsible Companies 2026, highlighting 600 companies that are taking action each day to uphold their social responsibility.  This ranking is built on an evaluation of company CSR/ESG or sustainability reports, financial reports, history of lawsuits and 2024 top polluter indexes from the Political Economy Research Institute. Additionally, over 30 KPIs were researched from the three areas of ESG—environmental, social and governance performance. Companies included in this ranking are American Tower (AMT), Ingersoll Rand (IR), Las Vegas Sands (LVS), NVIDIA (NVDA), and Tapestry (TPR )." End quotes The top five companies in the ranking are NVIDIA (NVDA), Mastercard (MA), Palo Alto Networks (PANW), Ecolab (ECL), and T-Mobile (TMUS). ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (2) As renewable energy companies make gains, this article reviews some top companies in the sector. The article is titled Top 7 companies offering digital transformation solutions for renewable energy on azbigmedia.com. It's by Eric Kelly. Here are some of his comments. "1. DXC Technology (DXC) builds Distributed Energy Resource Management Systems – DERMS for short. What that means in plain English: software that can juggle thousands of solar panels, wind turbines, and batteries at once. Their renewable energy digital services do real-time forecasting and balancing. When a cloud covers a solar farm, the system already knows and has adjusted before anyone notices a flicker. They use predictive analytics to figure out what's going to happen hours or days ahead, which matters when you're trying to keep the lights on for millions of people. 2. Siemens Energy (ENR.DE) Their Omnivise Digital Solutions covers pretty much everything – from the moment you build a power plant to the day you tear it down decades later. They make distributed control systems that pull data from every sensor, every turbine, every transformer, and show it all in one place. What's interesting is their edge computing for substations. Instead of sending all data to some central cloud and waiting for instructions, the processing happens right there on-site. Milliseconds matter when you're managing a grid. Siemens is also deep into green hydrogen tech. They're working on projects in over 100 countries and their equipment generates about half the world's electricity. 3. Schneider Electric (SU.PA) built EcoStruxure. It connects hardware, software, and services to optimize energy use in buildings, factories, and grids. Their new One Digital Grid Platform uses AI to manage planning, operations, and asset management all in one place. The AI automatically catches when the digital model of a grid doesn't match reality – like when someone forgot to update the system after installing new equipment. Sounds simple, but that kind of mismatch causes real problems. 4. ABB (ABBNY) make robotic systems for manufacturing solar panels, complete instrumentation packages for solar and wind plants, and the smart grid systems that tie it all together. Their battery storage solutions are particularly interesting. BESS-as-a-Service means companies can use battery systems without buying them outright. For industrial users trying to cut electricity costs during peak hours, that's huge. You get energy independence without the capital expenditure. ABB supplies converters for the world's biggest offshore wind farms and generators for hydroelectric plants. 5. GE Vernova (GEV) is the spinoff from General Electric that focuses purely on power generation and grid management. They generate about 25% of the world's electricity through their installed base of 2200 GW worth of equipment.  Their Grid Orchestration Software uses AI to predict demand, optimize energy flow, and integrate all those distributed resources we keep talking about. Their Advanced Asset Performance Management system pulls data from information systems, operational systems, and engineering models to help people make faster decisions. GE Vernova partnered with Amazon Web Services to accelerate cloud migration and bring generative AI into energy infrastructure. 6. IBM Energy and Utilities (IBM) brings Watson and AI expertise to energy. Their Maximo platform manages assets, and Watson handles the heavy data analytics. They're using AI to forecast renewable energy production, optimize maintenance schedules, and manage distributed resources. IBM is also experimenting with quantum computing for modeling complex energy systems. Their blockchain platforms enable peer-to-peer energy trading – imagine selling excess solar power from your roof directly to your neighbor. They build digital twins that simulate how turbines, transformers, and entire grids will behave under different conditions. 7. Accenture (ACN) isn't selling hardware or software directly. They're consultants who help energy companies figure out their entire digital transformation strategy. Sometimes the problem isn't technology – it's knowing which technology to use and how to implement it without disrupting your business. They work with industry leaders on IoT, Big Data, AI, and cloud solutions. Their approach covers operational excellence, asset management, customer experience, and decarbonization. Renewable energy digital services from Accenture include predictive maintenance for wind and solar farms, platforms for managing virtual power plants, and real-time carbon emission monitoring. They also help companies integrate ESG principles into operations and reporting." End quotes. ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (3) This next article is titled Zacks Industry Outlook Highlights Bloom Energy, OPAL Fuels and FuelCell on finance.yahoo.com. It's by Zacks Equity Research. Now, some quotes from the article. "1. FuelCell Energy (FCEL) Based in Danbury, CT, the company makes ultra-clean, highly efficient power plants that can run on fuels like renewable biogas and natural gas, producing electricity with far less pollution and fewer greenhouse gas emissions than conventional fossil-fuel plants. In September 2025, the company announced its fiscal third-quarter results. The company reported a loss of 95 cents per share, which improved 45% year over year. The company's top line also improved 97% year over year to $46.74 million. The Zacks Consensus Estimate for FuelCell Energy's fiscal 2026 sales implies an improvement of 21.5% year over year. The consensus estimate for fiscal 2026 earnings implies 51.3% growth year over year. The company currently carries a Zacks Rank #2 (Buy). 2. OPAL Fuels (OPAL) Based in New York, the company is a vertically integrated renewable fuels platform involved in the production and distribution of renewable natural gas for the heavy-duty truck market. During the third quarter, the company produced renewable natural gas of nearly 1.3 million Metric Million British Thermal units (MMBtu), which was up 30% year over year. The Fuel Station Services segment sold, dispensed, and serviced an aggregate of 38.9 million GGEs of transportation fuel for the three months ended Sept. 30, 2025, reflecting an increase of 1% year over year. The Zacks Consensus Estimate for the company's 2025 sales implies an improvement of 21.8% from the previous year's reported figure. The estimate for 2025 earnings implies 128.6% growth from the previous year's reported figure. The company currently carries a Zacks Rank #2. 3. Bloom Energy (BE) Based in San Jose, CA, the company generates and distributes renewable energy. On Oct. 28, 2025, Bloom Energy announced its third-quarter results. It reported earnings of 15 cents per share against a loss of a cent in the year-ago quarter. The company's top line also improved 57.3% year over year to $519 million. The Zacks Consensus Estimate for 2025 sales implies an improvement of 28.6% from the previous year's reported figure. The consensus estimate for 2025 earnings implies 92.9% growth from the previous year's reported figure. The company currently carries a Zacks Rank #3 (Hold)." End quotes. ------------------------------------------------------------- December 2025 Sustainable Stock and ETF Picks (4) This final review article makes a bold prediction on an AI infrastructure stock. The article is titled Prediction: This AI Infrastructure Stock Could Hit a $500 Billion Valuation by 2032 on fool.com and is by Thomas Niel. Here are some quotes from Mr. Neil's article. "Arista Networks (ANET) A top provider of cloud networking solutions for end-users such as AI data centers, the company has already benefited greatly from this trend. Already a strong performer over the past five years, its shares may be in for further outsized price appreciation in the years ahead, as the AI growth trend persists. How Arista benefits from the AI buildout Arista Networks has been in business for over 20 years, becoming a billion-dollar business around 10 years ago. Still, it's only been over the past three years that the company experienced a sustained growth resurgence. The reason for this is hardly a mystery. In late 2022, ChatGPT launched, sparking the start of the genAI growth trend. Soon after, tech companies, especially the largest names in the space, began to deploy hundreds of billions of dollars into building out their AI infrastructures. With this booming surge in demand, it's no surprise that Arista Networks has benefited from a big jump in demand for networking hardware, like switches and routers, as well as the software used to power them… This rapid revenue growth has brought with it a correspondingly high rate of earnings growth… Next stop $500 billion? It's possible At current prices, Arista Networks has a market cap of around $161.3 billion. To reach a $500 billion market cap and a share price of around $400 within six years, at a minimum, Arista will need to sustain 20% annualized growth… The bottom line for new or existing Arista Networks investors Currently, Arista has a forward price-to-earnings (P/E) ratio of just under 40. In the years ahead, even if annual growth stays around 20%, shares could experience a slight de-rating as investors anticipate a growth slowdown over a longer time frame… Rather than entering or adding to a position at any price, you may want to wait for renewed worries about an AI bubble or whitebox competition to create new buy-the-dip situations." End quotes. ------------------------------------------------------------- More articles from around the world with Sustainable Investment Picks for December 2025. 1. Title: Sustainability ETFs Still Shining Despite Investor Pullback. Here are the 4 Largest on thedailyupside.com. By Kiran Aditham. 2. Title: Better AI Infrastructure Stock: Nebius Group vs. Iren Limited on fool.com. By Patrick Sanders. 3. Title: FCEL vs. BE: Which Hydrogen Power Stock Has Better Potential for Now? On nasdaq.com. By Jewel Saha for Zacks. 4. Title: EQR Named A Top Socially Responsible Dividend Stock on nasdaq.com. By BNK Invest. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "December 2025 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. I wish you a wonderful time over the holidays and a terrific and prosperous 2026! Thank you for listening. My next podcast will be on January 23rd. See you then. Bye for now   © 2025 Ron Robins, Investing for the Soul

Max talks with John Fiscus, co-founder of The Flight Academy, and Director of Operations Jordan Ming to break down how one of the country's most respected Cirrus-focused training organizations was created, expanded, and refined over more than two decades. Whether you're an instructor considering the entrepreneurial leap, a pilot curious about how flight training businesses operate, or someone fascinated by the evolution of modern GA training, this conversation delivers clear, practical insights rooted in real experience. John opens with the origin story behind The Flight Academy—one shaped unexpectedly by the aftermath of 9/11. Before starting the company, John was an instructor and corporate pilot for Cirrus Aircraft, preparing for an airline career. When airline hiring collapsed overnight, he and colleague Luke realized they could not compete with furloughed, highly experienced pilots suddenly entering the market. But they also saw a growing demand: Cirrus owners nationwide needed instructors who truly understood their aircraft. Many local CFIs didn't yet have the expertise or avionics familiarity that early-generation Cirrus owners required. That gap created an opportunity. Instead of opening a traditional flight school with airplanes and an office, John and Luke launched The Flight Academy in 2002 with a completely different model. They owned no airplanes, no local training fleet, and no physical facility. Instead, they traveled around the country teaching owners in their own Cirrus aircraft. This approach dramatically reduced overhead while giving customers access to specialized training. What seemed unconventional at the time turned out to be the ideal way to enter the market, and demand steadily grew. As the business matured, the founders recognized the need for a home base and added a small office at Boeing Field. Eventually, they purchased their first aircraft—not a leaseback, but a nearly new Cirrus that offered strong depreciation benefits and made financial sense for the business. Today the school operates 13 aircraft across two locations—Seattle and the Portland area—supported by eight to ten instructors, depending on season and demand. About 70–80% of all hours flown at The Flight Academy are dual instruction, a reflection of their focus on high-quality training rather than simple aircraft rental volume. Jordan explains that this training-centric model shapes everything about how the business operates. The Flight Academy books training in full-day or half-day blocks, giving instructors and clients the freedom to adapt to weather, focus on deep learning, and avoid the churn of hourly scheduling. Their instructors also spend significant time traveling to clients, giving them a unique range of experience compared to CFIs who fly the same local routes every day. Many instructors make multiple coast-to-coast flights before reaching the airlines, which sets them apart in both skill and confidence. Beyond daily training, the school has diversified its business through multiple complementary revenue streams. John describes their history of Atlantic ferry flights, delivering both new and pre-owned Cirrus aircraft to Europe. He also recounts the dramatic ferry incident—captured on video—in which a malfunctioning transfer tank forced a ferry pilot to deploy the Cirrus parachute into the Pacific. That experience eventually led the team to discontinue Pacific ferrying, though they continue to complete many Atlantic deliveries. Another major offering is their Vision Jet program, which includes discovery flights, pre-type-rating preparation, and training support. Luke also works with Arista to support the Vision Jet pre-owned market, creating a powerful ecosystem that blends aircraft sales, owner transitions, and specialized instruction. Jordan emphasizes that this interlocking structure allows the team to provide a seamless experience for owners, from first flight through long-term advanced training. Perhaps the most distinctive part of The Flight Academy's identity is their adventure trips—all-inclusive guided flying experiences to destinations such as Alaska, Morocco, the Caribbean, Europe, and New England during fall foliage season. These trips sell out consistently and create long-lasting friendships among participating owners. Jordan notes that many pilots appreciate having experts plan the hotels, customs logistics, activities, and daily flight legs—allowing them to simply enjoy the journey and the aircraft. When it comes to hiring CFIs, John is clear: "We don't hire pilots. We hire teachers." A strong instructor mindset matters more than flight time or ratings. He looks for individuals who demonstrate genuine interest in the business, a thoughtful approach to training, and the professionalism needed to work with sophisticated clients. He also shares hard-earned lessons about policies, cancellations, contracts, and pricing—key areas where many new flight school owners struggle. The episode closes with candid advice for CFIs considering launching their own school. Jordan stresses the importance of accepting that owners will fly less and manage more, while John encourages thoughtful planning and learning from others who have successfully done it. Their message is hopeful but realistic: starting a flight school is absolutely possible if you approach it with a solid plan, a clear mission, and a commitment to delivering exceptional training. If you're getting value from this show, please support the show via PayPal, Venmo, Zelle or Patreon. Support the Show by buying a Lightspeed ANR Headsets Max has been using only Lightspeed headsets for nearly 25 years! I love their tradeup program that let's you trade in an older Lightspeed headset for a newer model. Start with one of the links below, and Lightspeed will pay a referral fee to support Aviation News Talk. Lightspeed Delta Zulu Headset $1199 HOLIDAY SPECIALNEW – Lightspeed Zulu 4 Headset $1099 Lightspeed Zulu 3 Headset $849 HOLIDAY SPECIALLightspeed Sierra Headset $749 My Review on the Lightspeed Delta Zulu Send us your feedback or comments via email If you have a question you'd like answered on the show, let listeners hear you ask the question, by recording your listener question using your phone. Mentioned on the ShowBuy Max Trescott's G3000 Book Call 800-247-6553 The Flight Academy flight school Cirrus SR22 Parachute Pull near Hawaii Check out our recommended ADS-B receivers, and order one for yourself. Yes, we'll make a couple of dollars if you do. So You Want To Learn to Fly or Buy a Cirrus seminars Online Version of the Seminar Coming Soon – Register for Notification Check out Max's Online Courses: G1000 VFR, G1000 IFR, and Flying WAAS & GPS Approaches. Find them all at: https://www.pilotlearning.com/ Social Media Like Aviation News Talk podcast on Facebook Follow Max on Instagram Follow Max on Twitter Listen to all Aviation News Talk podcasts on YouTube or YouTube Premium "Go Around" song used by permission of Ken Dravis; you can buy his music at kendravis.com If you purchase a product through a link on our site, we may receive compensation.

En una nueva edición de Página 13, Iván Valenzuela y Kike Mujica conversaron con los columnistas Carlos Gajardo y Cristián Stewart sobre la reunión entre el ex Presidente Eduardo Frei y el candidato republicano José Antonio Kast que remeció la campaña. Además, comentaron la nueva capa del Caso “Muñeca Bielorrusa” que se abrió en el Congreso.

The Deadcast's overstuffed season finale unpacks Blues For Allah's oft-misunderstood title track, the unlikely story of its album art, & the remarkable coalition that manifested the Dead's September 1975 Golden Gate Park show, officially the New Age Bio-Centennial Unity Fair.Guests: David Lemieux, Ron Rakow, Al Teller, Ned Lagin, Steve Brown, Bill McCarthy, Larry Weissman, Gary Lambert, Ed Perlstein, Joan Miller, Geoff Gould, Dan Hanklein, Raymond Foye, Nicholas Meriwether, Shaugn O'Donnell, Chadwick Jenkins, Keith EatonSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Web infrastructure provider Cloudflare experienced a global disruption that caused widespread “Error 500” messages and took down major platforms including X and ChatGPT. The outage, triggered by a sudden spike in unusual network traffic, impacted thousands of websites early Tuesday and highlighted the fragility of internet architecture—over 20 percent of global web traffic flows through Cloudflare. The firm is actively investigating the root cause and working to restore full service while underscoring the need for greater resilience in digital infrastructure. This and more on the Tech Field Day News Rundown featuring Tom Hollingsworth and Alastair Cooke.Time Stamps: 0:00 - Welcome to the Tech Field Day News Rundown0:26 - Welcome to the Tech Field Day News Rundown1:28 - AWS Unveils AI Agents to Speed Up Cloud Migrations4:23 - Commvault Launches AI-Powered Cloud Unity Platform8:16 - AWS Expands Kiro AI to Deliver Higher-Quality, Verifiable Code11:43 - Arista and Palo Alto Strengthen AI-Era Data Center Security14:58 - Microsoft Teams with Anthropic and NVIDIA in Major New AI Cloud Deal18:37 - First Large-Scale AI-Driven Cyber Espionage Campaign Uncovered21:40 - Cloudflare Outage Takes Down Parts of the Internet28:48 - The Weeks Ahead30:12 - Thanks for WatchingFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

We're in a New York State of Mind.  Sure, L.A. has beaches and sun, San Francisco clings onto its peace and love vibes, Chicago oozes the blues, and these make for remarkable settings for great songs, but New York…New York is something different.  She's an active participant in the music, the protagonist, the antagonist, a vessel for vibrancy, romance, drama, grit, grime, decay, revitalization, glamour, hope.  The American dream.  From street corner doo woo groups to Bleeker Street folkies to CBGB punks to Brooklyn indie rock hopefuls, New York has long had a story to tell through the eyes, minds, and voices of the artists who chronicle her, some of whom are intrinsically intertwined with heartbeat of the city.  One of the finest ever to do it is undoubtedly the man we are fortunate enough to call our Third Lad.  After coming up in the New York folk clubs of the early '70s and the punk clubs of the latter half of the decade, Willie Nile released his self titled debut album on Arista in 1980 to rave reviews, with Stereo Review naming it the album of the year right alongside The Clash's London Calling also earning him a handpicked slot opening for The Who on their 1980 U.S. tour.  After two more major label records, Willie has released a series of acclaimed indie releases, including 2006's Streets Of New York, 2013's American Ride, 2020's New York At Night, and 2021's The Day The Earth Stood Still.  He's now back with his first 15th studio album and 21st LP overall, The Great Yellow Light, a passionate, anthemic blend of thundering rockers and sensitive ballads.  It's a stellar addition to a brilliant and literate catalogue that has thrilled Willie Nile ardent fans and friends such as Bruce Springsteen, Bono, Lou Reed, Ian Hunter, Graham Parker, Lucinda Williams, and Little Steven.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The Deadcast explores Bobby Weir's guitar étude, “Sage and Spirit,” speaking with one of the song's namesakes, Sage Scully, before taking an extended trip to legendary Dead show at the Great American Music Hall in August 1975, where the song received its only full live performance.Guests: David Lemieux, Donna Jean Godchaux MacKay, Sage Scully, Ron Rakow, Al Teller, Steve Brown, Roger Lewis, Lee Brenkman, Steve Schuster, Gary Lambert, Deb Trist, Ed Perlstein, Danno Henklein, Joan Miller, Steve Silberman, Michael Parrish, Keith Eaton, Shaugn O'Donnell, Benny LanderSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Singer, songwriter, bandleader and founder of the legendary BR549, Chuck Mead, joins me on the show this week.There's some people that just have music in their veins and they can do things with it and within it that other people can't - perfectly naturally with seemingly no effort. Well, Chuck is one of those guys. He just knows music. He understands country music and rock & roll in a deep way. He can sing it, feel and play it better than almost anyone. Chuck is known as the leader of the band BR549, which was a huge band in the alt-country scene in the 90's before “Americana” existed. That band, almost single-handedly, turned Broadway in Nashville into a hopping live music scene, where there really was nothing much going on before they arrived. He's also a fantastic solo performer and bandleader in his own right, as well as having a big part in the Broadway musical “The Million Dollar Quartet”.Chuck was born in Missouri, but grew up in Kansas, where he started playing music in all kinds of country and rock bands, but also played in a family band, touring on weekends all through high school and cutting his teeth that way. His band, The Homestead Grays, had some notoriety around Kansas, but when that band broke up, he moved to Nashville in the early 90's. Broadway at that time was just a sleazy street with a couple bars, some cool guitar shops, and not much else. But that all changed once Chuck and his band (which became BR549) started playing basically 6 nights a week at Robert's Western World and Tootsie's Orchid Lounge. Their notoriety led to them being put on the cover of Billboard magazine, which essentially started a label bidding war for the band and led to a deal with Arista records. The band made about 7 albums before splitting up. Since then, Chuck has made 4 solo albums, and played on the Grand Ol Opry a whopping 137 times. He's been nominated for 3 Grammys and is still very active around Nashville. You can get all the latest onfo and find out when he's playing at chuckmead.comThis season is brought to you by our main sponsors Larivée Guitars, Audeze, Izotope, FabFilter, and Chase Bliss.He's also a hilarious fellow and a great story teller as you'll hear, so now please enjoy my conversation with Chuck Mead! Hosted on Acast. See acast.com/privacy for more information.

We explore how the dreamy delicacy of Crazy Fingers came about at a time of great tumult in Grateful Dead history, with visits from new record company boss Al Teller of United Artists and Seastones composer Ned Lagin, plus a stop at Winterland for the Bob Fried Memorial Boogie.Guests: David Lemieux, Al Teller, Ron Rakow, Ned Lagin, Gary Lambert, Michael Parrish, Danno Henklein, Ed Perlstein, Geoff Gould, Jay Kerley, Blair Jackson, Shaugn O'Donnell, Chadwick Jenkins, Christopher Coffman, Nicholas MeriwetherSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Spending on AI infrastructure continues at a breakneck pace. Will this growth continue? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Noel catches up with Jordon Zadorozny, who goes by the recording and performance name of Blinker The Star. They released three albums on major labels, the third, the critically acclaimed,  "August Everywhere", featured the single, "Below the Sliding Doors." Jordon worked with Hole's Courtney Love and contributed to their "Celebrity Skin" album. Jordon collaborated with his idol, Lindsey Buckingham, on a couple of songs. Two decades later, Jordon received retroactive song-writing credit after it was found that he accidentally plagiarized his song "Swan Song". Blinker The Star released the highly entertaining covers album, Arista, in 2021, featuring Madonna's "Holiday."

The announcement that NVIDIA's Spectrum X Ethernet is being used by Meta and Oracle has caused concern to investors regarding other networking companies. But should investors really freak out about this new competition? We break down what Spectrum X is—NVIDIA's open-standards Ethernet system that competes with companies like Arista Networks. We also differentiate it from NVIDIA's proprietary AI training technology, Quantum X InfiniBand.Discover the powerful counter-narrative: the strong partnership between Arista and Broadcom. They are working together on Ethernet-based XPU systems for hyperscalers. Broadcom has secured a massive $110 billion backlog and added new customers, including OpenAI, for these XPU-based computing racks.With the market for AI networking and inference growing into a tidal wave, we explore whether there is plenty of new business to go around for Arista and Broadcom.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#Nvidia #AristaNetworks #Broadcom #NVDA #ANET #AVGO #Meta #Oracle #OpenAI #SpectrumX #InfiniBand #QuantumX #Ethernet #Networking #AIInference #XPU #Tomahawk#AINetworking #DataCenter #Hyperscaler #AINick and Kasey own shares of Nvidia, Broadcom, and Arista Networks

Bobby Weir & John Perry Barlow's classic “The Music Never Stopped” came into being when the music was briefly in danger of stopping, the song transforming from live jam to final form as the Dead struggled to solve the financial difficulties that came with a retirement from the road.Guests: David Lemieux, Ron Rakow, Steven Schuster, Steve Silberman, Sean Howe, Shaugn O'Donnell, Chadwick Jenkins, Christopher Coffman, Graeme Boone, Eric Lindquist, Benny LanderSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

"Wait For Fire Burning" Formed in Oakland in 1985, Legal Reins were comprised of singer/guitarist Danny Benatar, bassist Eden Unger and drummer Tim Freund. They tore up the Bay Area scene, playing show after show and cementing themselves as one of the best live bands around. This is a band who did the work, got in the reps and eclipsed the Gladwellian idea of 10,000 hours. Opening for everyone from Madness to Killing Joke, Legal Reins proved themselves time and again that they could step on any stage and match anyone in terms of power and heart. Their exhilarating blend of sweeping pop epics and punchy hook laden rock and roll brought to mind everyone from The Sound to Echo and the Bunnymen to the Waterboys. After a bit of a bidding war, they signed to Arista in 1987, put out their debut album Please, The Pleasure soon after and then? Well, then things turned the other way. I'm going to let Tim tell you the story, but let me say this: In 1986 I was the music director of KVHS, an all-metal station located conveniently on my high school campus. I was in the habit of sneaking in The Smiths and The Chameleons in between Accept and Venom just to see if anyone noticed--they did, by the way. It was slightly terrifying to be 16 and getting death threats for not playing King Diamond, but I digress. Legal Reins called me up and they were very kind and I loved their music and one time I played them in between Y&T and Armored Saint and this one guy called up and said, very aggressively, Who was that you played after Y&T? I told him Legal Reins and he was quiet for second and then he said, That was pretty good... TEED: https://open.spotify.com/track/64o01ap4UeiY5Y8fVaqChx www.bombshellradio.com (http://www.bombshellradio.com) www.stereoembersmagazine.com (http://www.stereoembersmagazine.com) www.alexgreenbooks.com (http://www.alexgreenbooks.com) BLUESKY + IG: @emberspodcast Email: editor@stereoembersmagazine.com

The Deadcast unpacks the two-part extra-heady “King Solomon's Marbles”/'Stronger Than Dirt or Milkin' the Turkey,” using the instrumental to get into the Dead's 1975 dalliances with holography, as well as Phil Lesh's other unfinished pieces from Blues For Allah.Guests: David Lemieux, Ned Lagin, Ron Rakow, Eugene Dolgoff, Michael Parrish, Ed Perlstein, Keith Eaton, Nicholas G. Meriwether, Shaugn O'Donnell, Chadwick JenkinsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Hosts Jim DeRogatis and Greg Kot celebrate 50 years of Patti Smith's “Horses” with a classic album dissection. They also review the new album by Margo Price.Join our Facebook Group: https://bit.ly/3sivr9TBecome a member on Patreon: https://bit.ly/3slWZvcSign up for our newsletter: https://bit.ly/3eEvRnGMake a donation via PayPal: https://bit.ly/3dmt9lUSend us a Voice Memo: Desktop: bit.ly/2RyD5Ah Mobile: sayhi.chat/soundops Featured Songs:Patti Smith, "Gloria," Horses, Arista, 1975The Beatles, "With A Little Help From My Friends," Sgt. Pepper's Lonely Hearts Club Band, Parlophone, 1967Margo Price, "Don't Let the Bastards Get You Down," Hard Headed Woman, Loma Vista, 2025Margo Price, "Red Eye Flight," Hard Headed Woman, Loma Vista, 2025Margo Price, "Wild at Heart," Hard Headed Woman, Loma Vista, 2025Margo Price, "Love Me Like You Used to Do (feat. Tyler Childers)," Hard Headed Woman, Loma Vista, 2025Margo Price, "I Just Don't Give a Damn," Hard Headed Woman, Loma Vista, 2025Patti Smith, "Free Money," Horses, Arista, 1975Patti Smith & Lenny Kaye, "Ballad of a Bad Boy," 25974, Mer, 2006Patti Smith, "Piss Factory," Piss Factory (Single), Mer, 1974Patti Smith, "Hey Joe," Hey Joe (Single), Mer, 1974Ramones, "Now I Wanna Sniff Some Glue," Ramones, Sire, 1976Television, "Little Johnny Jewel," The Blow Up, ROIR, 1982Patti Smith, "Distant Fingers (Demo)," Land (1975-2002), Arista, 2002Them, "Gloria," Gloria (Single), Decca, 1974Patti Smith, "Redondo Beach," Horses, Arista, 1975Patti Smith, "Birdland," Horses, Arista, 1975Patti Smith, "Kimberly," Horses, Arista, 1975Patti Smith, "Break It Up," Horses, Arista, 1975Jim Morrison & The Doors, "An American Prayer / The End," An American Prayer, Elektra, 1978Patti Smith, "Ask the Angels," I Never Talked to Bob Dylan, Stoned, 1977Patti Smith, "Land," Horses, Arista, 1975Patti Smith, "Elegie," Horses, Arista, 1975Patti Smith, "My Generation," Horses, Arista, 1975TV on the Radio, "Wolf Like Me," Return to Cookie Mountain, 4AD, 2006See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Deadcast examines how Franklin's Tower bucked every trend on Blues For Allah to become one of the Dead's all-time classics, including a tape of its studio creation, a look into the multi-tracks, & a rare line-by-line breakdown by lyricist Robert Hunter himself.Guests: David Lemieux, Geoff Gould, Jürgen Fauth, Shaugn O'Donnell, Chadwick Jenkins, Will Backstrom, Max Ritchie, Hannah GrabbensteinSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Hosts Jim DeRogatis and Greg Kot talk with music writer Niko Stratis about her book "The Dad Rock That Made Me A Woman." The hosts also review new albums from The Beths and Aesop Rock.Join our Facebook Group: https://bit.ly/3sivr9TBecome a member on Patreon: https://bit.ly/3slWZvcSign up for our newsletter: https://bit.ly/3eEvRnGMake a donation via PayPal: https://bit.ly/3dmt9lUSend us a Voice Memo: Desktop: bit.ly/2RyD5Ah Mobile: sayhi.chat/soundops Featured Songs:Wilco, "Sky Blue Sky," Sky Blue Sky, Nonesuch, 2007The Beatles, "With A Little Help From My Friends," Sgt. Pepper's Lonely Hearts Club Band, Parlophone, 1967The Beths, "Metal," Straight Line Was A Lie, Anti, 2025The Beths, "Straight Line Was A Lie," Straight Line Was A Lie, Anti, 2025The Beths, "Mother, Pray For Me," Straight Line Was A Lie, Anti, 2025The Beths, "Best Laid Plans," Straight Line Was A Lie, Anti, 2025The Beths, "No Joy," Straight Line Was A Lie, Anti, 2025Aesop Rock, "Black Plums," Black Hole Superette, Rhymesayers, 2025Aesop Rock, "Movie Night," Black Hole Superette, Rhymesayers, 2025Aesop Rock, "Costco," Black Hole Superette, Rhymesayers, 2025Aesop Rock, "Checkers," Black Hole Superette, Rhymesayers, 2025The Replacements, "Androgynous," Let It Be, Twin Tone, 1984Wilco, "Impossible Germany," Sky Blue Sky, Nonesuch, 2007Julien Baker, "Song In E," Little Oblivions, Matador, 2021R.E.M., "Man On The Moon," Automatic For The People, Warner Bros, 1992Julien Baker, "Accident Prone (Live)," unreleased, NA, 2016k.d. lang, "Hallelujah," Hymns of the 49th Parallel, Nonesuch, 2004Bruce Springsteen, "Tenth Avenue Freeze-Out," Born To Run, Columbia, 1975Neko Case, "I Wish I Was The Moon," Blacklisted, Bloodshot, 2002Haim, "Want You Back," Something to Tell You, Columbia, 2017The Mountain Goats, "Amy aka Spent Gladiator 1," Transcendental Youth, Merge, 2012Laura Stevenson, "Honey," Late Great, Really, 2025MJ Lenderman, "She's Leaving You," Manning Fireworks, Anti, 2024Waxahatchee, "Right Back To It (feat. MJ Lenderman)," Tigers Blood, Anti, 2024Patti Smith, "Gloria," Horses, Arista, 1975See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Deadcast uses Blues For Allah's complicated instrumental Slipknot! to explore the musical and creative ambiguity the Grateful Dead pursued in early 1975, when there both was and wasn't a Grateful Dead, & their public reemergence at Bill Graham's S.N.A.C.K. benefit that March.Guests: David Lemieux, Ned Lagin, Ron Rakow, Steve Brown, Gary Lambert, Joan Miller, Jay Kerley, Chadwick Jenkins, Shaugn O'Donnell, Melvin BackstromSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Hi, and welcome to The Long View. I'm Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Lawrence Lam. Lawrence is managing director and founder of Lumenary Investment Management based in Melbourne, Australia, a firm that specializes in founder-led companies globally. Lawrence is also the author of a new book called The Founder Effect. Lawrence has also been an investment banker, a derivatives consultant, and a financial regulator. He holds degrees from the University of Melbourne and is a lifetime basketball player.BackgroundBioLumenary Investment ManagementThe Founder EffectFounder-Led Companies“Four Signs a Founder-Led Company Isn't Worth the Hype,” by Lawrence Lam, afr.com, May 2, 2025.“Lessons From the Rise and Fall of Founder-Led Companies,” by Lawrence Lam, firstlinks.com, March 26, 2025.Founder-Led Companies Mentioned“Yvon Chouinard: The Founder of Patagonia,” by Charlie King, sustainabilitymag.com, Oct. 4, 2024.FUCHSFortinetHermesUniqloReplyFlight CentreCase StudyChemist WarehouseLe Specs“Chemist Warehouse Founder Reveals His Success Secrets,” by Lawrence Lam, Morningstar.com.au, May 30, 2023.Other“Social Loafing in Psychology: Definition, Examples & Theory,” by Riley Hoffman, simplypsychology.org, Sept. 7, 2023.Arista

Take a Network Break! We start with critical vulnerabilities in Cisco Secure Firewall Management Center and Fortinet’s FortiSIEM. On the news front, SonicWall announces Gen8 firewalls plus a $200,000 warranty for customers that sign on to SonicWall’s Managed Protection Security Suite. IBM Cloud suffers its fourth major outage since May of this year, SASE vendor... Read more »

Take a Network Break! We start with critical vulnerabilities in Cisco Secure Firewall Management Center and Fortinet’s FortiSIEM. On the news front, SonicWall announces Gen8 firewalls plus a $200,000 warranty for customers that sign on to SonicWall’s Managed Protection Security Suite. IBM Cloud suffers its fourth major outage since May of this year, SASE vendor... Read more »

The Grateful Deadcast points itself towards 1975 to begin a song-by-song celebration of Blues For Allah's 50th anniversary, loaded with raw session tapes, early lyric drafts, & the story of how the Dead built a new studio, musical language, batch of songs, & LP from the ground up. Guests: David Lemieux, Donna Jean Godchaux-MacKay, Ron Rakow, Stephen Barncard, Ned Lagin, Steve Brown, Gary Lambert, Keith Eaton, Shaugn O'Donnell, Chadwick Jenkins, Matt CampbellSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week, hosts Jim DeRogatis and Greg Kot revisit their deep dive into OutKast's classic album Stankonia for its 25th anniversary. The hosts also review new music from Wet Leg and Pulp.Join our Facebook Group: https://bit.ly/3sivr9TBecome a member on Patreon: https://bit.ly/3slWZvcSign up for our newsletter: https://bit.ly/3eEvRnGMake a donation via PayPal: https://bit.ly/3dmt9lUSend us a Voice Memo: Desktop: bit.ly/2RyD5Ah Mobile: sayhi.chat/soundops Featured Songs:OutKast, "B.O.B.," Stankonia, LaFace and Arista, 2000The Beatles, "With A Little Help From My Friends," Sgt. Pepper's Lonely Hearts Club Band, Parlophone, 1967Wet Leg, "catch these fists," Moisturizer, Domino, 2025Wet Leg, "CPR," Moisturizer, Domino, 2025Wet Leg, "mangetout," Moisturizer, Domino, 2025Wet Leg, "davina mccall," Moisturizer, Domino, 2025Wet Leg, "u and me at home," Moisturizer, Domino, 2025Pulp, "Spike Island," More., Rough Trade, 2025Pulp, "Got to Have Love," More., Rough Trade, 2025OutKast, "Stankonia (Stanklove) (featuring Big Rube and Sleepy Brown)," Stankonia, LaFace and Arista, 2000OutKast, "Humble Mumble (featuring Erykah Badu)," Stankonia, LaFace and Arista, 2000OutKast, "Player's Ball," A LaFace Family Christmas, LaFace and Arista, 1993OutKast, "ATLiens," ATLiens, LaFace and Arista, 1996OutKast, "Rosa Parks," Aquemini, LaFace and Arista, 1999Outkast, "Ms. Jackson," Stankonia, LaFace and Arista, 2000TLC, "What About Your Friends (Extended Mix)," What About Your Friends (Remixes), LaFace, 1992Funkadelic, "Hit It And Quit It," Maggot Brain, Westbound, 1971KRS-One, "Sound of da Police," Return of the Boom Bap, Jive, 1993OutKast, "SpottieOttieDopaliscious," Aquemini, LaFace and Arista, 1999OutKast, "So Fresh, So Clean," Stankonia, LaFace and Arista, 2000Joe Simon, "Before The Night Is Over," Easy To Love, Spring, 1977OutKast, "Toilet Tisha," Stankonia, LaFace and Arista, 2000Kendrick Lamar, "King Kunta," To Pimp a Butterfly, Top Dawg, 2015Anderson .Paak, "Come Down," Malibu, Empire, 2016Janelle Monáe, "Tightrope (featuring Big Boi)," The ArchAndroid, Bad Boy, 2010Frank Ocean, "Pink Matter (featuring André 3000)," channel ORANGE, Def Jam, 2012Beyoncé, "All Night," Lemonade, Columbia, 2016Run the Jewels, "Run the Jewels," Run the Jewels, Fool's Gold, 2013Valerie June, "Astral Plane," The Order of Time, Concord, 2017See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Grateful Deadcast visits the set for the Grateful Dead Movie, aka the Dead's five “retirement” shows at Winterland in 1974, with heads who attended. This bonus episode is a re-run of the 2nd half of Deadcast Season 9, episode 8.Guests: Donna Jean Godchaux-MacKay, Ron Rakow, Ned Lagin, David Grisman, , Steve Brown, Richie Pechner, Jerry Pompili, Jim Sullivan, Gary Lambert, Geoff Gould, Joan Brown, Michael Parrish, Corry Arnold, Strider Brown, Jay Kerley, Rita Fiedler, Rene Tinner, Lee Ranaldo, Gregory Barette, Ron Long, Brian AndersonSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week, hosts Jim DeRogatis and Greg Kot interview a band that put out one of their favorite albums of the year so far, Horsegirl. They talk with the rock trio about meeting as kids in the Chicago music scene, college and their vast music knowledge. Jim and Greg also pay tribute to the late “Prince of Darkness,” Ozzy Osbourne.Join our Facebook Group: https://bit.ly/3sivr9TBecome a member on Patreon: https://bit.ly/3slWZvcSign up for our newsletter: https://bit.ly/3eEvRnGMake a donation via PayPal: https://bit.ly/3dmt9lUSend us a Voice Memo: Desktop: bit.ly/2RyD5Ah Mobile: sayhi.chat/soundops Featured Songs:Horsegirl, "Switch Over," Phonetics On and On, Matador, 2025The Beatles, "With A Little Help From My Friends," Sgt. Pepper's Lonely Hearts Club Band, Parlophone, 1967Black Sabbath, "The Wizard," Black Sabbath, Vertigo, 1970Black Sabbath, "War Pigs," Paranoid, Vertigo, 1970Ozzy Osbourne, "Crazy Train," Blizzard of Ozz, Jet, 1980Horsegirl, "Where'd You Go," Phonetics On and On, Matador, 2025Horsegirl, "In Twos," Phonetics On and On, Matador, 2025Horsegirl, "Frontrunner," Phonetics On and On, Matador, 2025Horsegirl, "2468," Phonetics On and On, Matador, 2025Horsegirl, "Billy," Versions of Modern Performance, Matador, 2022Horsegirl, "Julie," Phonetics On and On, Matador, 2025Horsegirl, "Information Content," Phonetics On and On, Matador, 2025Brian Eno, "Needles In the Camel's Eye," Here Come the Warm Jets, Island, 1974Stereolab, "Miss Modular," Dots and Loops, Elektra, 1997John Cale, "Emily," Fear, Island, 1974Horsegirl, "I Can't Stand To See You," Phonetics On and On, Matador, 2025Outkast, "So Fresh, So Clean," Stankonia, LaFace and Arista, 2000See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Good Ol' Grateful Deadcast is thrilled beyond all audible frequencies to begin its 12th season by welcoming Dan Healy, the Grateful Dead's in-house sound wizard for most of their career, for tales from three decades in pursuit of high and higher fidelity.Guest: Dan HealySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.