Podcasts about ARR

How to Choose the Best Camping Setup for the Way You RideBefore you start comparing motorcycle tents, sleeping pads, stoves, chairs, pack sizes, and weights, there is an important question to answer. In this episode, Ben Williams from Moto Camp Nerd talks about a simple way to think through your motorcycle camping setup before you start buying gear, so your choices are based on the way you actually ride and travel, not just someone else's packing list. Michnus and Elsebie Olivier of PikiPiki Overland and Turkana Gear also share lessons learned from years of motorcycle travel, including what they've overpacked, what they've replaced, and what has earned a permanent place in their kit. It's a practical conversation about choosing gear with purpose, not just following the latest trends.

When Jean Compeau joined Sonar as CFO in March 2025, AI coding was not yet dominating industry conversations. By the summer and fall that followed, however, the landscape had shifted dramatically. Today, AI agents are producing software code at a pace that humans cannot easily verify, creating both opportunity and risk.That shift sits at the center of Sonar's mission. The company is the global leader in AI code verification and governance in what it calls the agentic-centric development lifecycle, or “ACDC, just like the band,” Compeau tells us. The scale is significant. Sonar is trusted by 7 million developers, processes 750 billion lines of code daily, serves 25,000 paying customers, and counts 75 percent of the Fortune 100 among its customers, Compeau tells us.For Compeau, growth is measured through both financial and operational signals. ARR, NRR, GRR, and EBITDA remain core metrics, she tells us. But she also watches utilization, adoption, lead generation, pipeline activity, and free-to-paid conversion rates because these indicators can reveal future performance before financial results arrive.That perspective shapes how finance participates in strategic decisions. As Sonar invests in new AI-driven products, finance evaluates not only bookings potential but also the company's long-term position in the AI market, Compeau tells us. The finance function remains involved throughout the process, helping operationalize everything from product introduction and revenue tracking to order management and cash collection.For Compeau, finance's role is not simply to measure growth—it is to help shape it.

The marketing funnel you've built your whole strategy around? It never described how people actually buy. It was a tidy oversimplification, and in a world of zero-click search and AI-saturated channels, it's never held up worse.In this episode, Amber sits down with Udi Ledergor — Gong's first marketer, now Chief Evangelist, author of Courageous Marketing, and the guy who ran a Super Bowl ad and coined a category on the way to $500M in ARR.Udi's argument cuts against the "hack-everything" reflex of modern GTM: brand isn't a vibe, it's trust, and trust is the only thing that makes a buyer go straight to you instead of crawling through a funnel. What this episode covers:Why brand comes down to one thing, trust, and how raving fans replace the funnel entirelyThe unconventional bets behind Gong's brand: the Super Bowl spot, the bulldog, the 2021 enterprise rebrandWhy Courageous Marketing never mentions AI on purpose, and what makes a marketing principle timelessThe two-headed dragon: what actually fixes sales and marketing alignment (hint: do you know how your CRO takes their coffee?)Why a marketing team not working from the same data as sales is committing a crime against its own companyHow AI agents now prove marketing's hard impactThis episode unpacks exactly why the companies winning right now are the ones people demand their employer buy.-----------------------------------------------------

Warrior's Woman by Johanna Lindsey is a futuristic romance set in the year 2139 and follows Tedra de Arr, a highly skilled Security Agent who is too bodacious to lose her virginity to the puny men on her home planet of Kystran. When a failed presidential candidate launches a coup, Tedra, along with her annoying sex pest personal computer, Martha and sensual sentient robot, Corth, flee to outer space. To Tedra's surprise, she ends up on Sha-Ka'ar, a planet chock full of big beefy blond warriors. Published in 1990, reviews, at the time, were mixed, calling it a successful romance, but a woefully underdeveloped science fiction novel. Cynthia Eisenmenger for Florida Today writes, “Although it is a bold exploration, Lindsey often appears lost in space with this new genre.”Support us on our Patreon!Visit our website for transcripts and show notes: reformedrakes.comFollow us on social media:Twitter: @reformedrakesInstagram: @reformedrakesBluesky: @reformedrakesBeth's SubstackChels' SubstackEmma's SubstackThank you for listening!

Is your SaaS company stuck in the valuation doghouse while a handful of names trade at a massive premium? In episode #378, Ben Murray breaks down Meritech's June 2026 public software comps report and the widening valuation gap across SaaS. The median revenue multiple has fallen 64% from its pre-ZIRP peak, and most public software now trades below 5X. If you are a SaaS founder or CFO, the multiple attached to your business depends on a short list of traits the market now rewards. This episode shows you which ones, and why the rules quietly changed. Why only 9 of roughly 100 public software companies trade above a 10X revenue multiple, while 77 sit below 5X How the Rule of 40 shifted under the surface, with revenue growth now 3.3x more correlated with the multiple than free cash flow margin Why two companies with the same Rule of 40 score can trade at 7.3x versus 3.7x, depending entirely on how they got there What the top 9 share in common: free cash flow margins above 20% and ARR growth above 20% at the same time How AI exposure now sorts the market, and why a weak AI ARR story lands horizontal SaaS in the doghouse Tune in to see exactly what separates the premium names from the rest before you benchmark your own SaaS valuation. Resources Mentioned Meritech June 2026 Public Software Comps (Pulse Report): https://meritech.substack.com/p/meritech-software-pulse-12-june-2026 Ben's academy: https://www.thesaasacademy.com/

Patrick Moorhead and Daniel Newman return from a packed week of travel, covering HPE Discover 2026 and Pure Accelerate hosted by Everpure. They break down the government-forced shutdown of Anthropic's Mythos 5, the Apple-Intel foundry signal, the xAI-Cursor acquisition, and whether enterprise AI spending is actually contracting or simply concentrating. Episode 309 of The Six Five Pod covers the week's events, market moves, and the structural questions that follow. The handpicked topics for this week are: Anthropic Mythos 5 Forced Shutdown: The U.S. government issued a 90-minute compliance window and a worldwide kill switch on Anthropic's Mythos 5 and Claude Fable 5 models, forcing them offline across all geographies. Patrick and Daniel examine what this means beyond the immediate headlines: model access has entered the same geopolitical variable set as semiconductor export controls, and every enterprise CIO now has a new on-premises infrastructure argument on the table. The shutdown also surfaced an unexpected counterpoint from the cybersecurity community, which argued that Mythos 5, operating in a defensive capacity, was itself a protection layer against the use of adversarial models. Anthropic's decision to revoke access globally rather than implement citizenship-based authentication reflected both the 90-minute timeline and the practical impossibility of real-time identity verification at scale. (The Decode) HPE Discover 2026: The Agentic Infrastructure Story: Six Five Media spent multiple days at HPE Discover in Las Vegas, live-streaming coverage that drew more than 30,000 viewers across the event. Patrick and Daniel break down HPE's most complete agentic stack story to date, covering its networking-led compute approach, expanded NVIDIA and Broadcom silicon partnerships, autonomous networking through Marvis, and Juniper's integration into the AMD Helios interconnect as a path into hyperscale deals HPE previously lacked access to. (The Decode) Pure Accelerate 2026 and the Everpure Data Primacy Pitch: At Pure Accelerate, Everpure made its clearest case yet for a data intelligence layer designed to reduce token costs in enterprise AI workflows by operating across any storage vendor, any enterprise application, and without being hard-coded into the underlying array. Patrick and Daniel assess the value proposition and the proof burden separately: the concept is differentiated, particularly against Snowflake and Databricks, in that Everpure does not require its own storage hardware, but the company still needs to demonstrate ROI at scale and earn permission to compete in a market where data platform players have already established category positioning. (The Decode) Apple and Intel: The 18AP Signal and What It Sets Up for 14A: The announcement that Apple will manufacture chips with Intel sent Intel's stock up roughly 10%. The hosts parse what that deal likely looks like in practice: 18AP as a test drive for lower-risk logic-layer parts, with the more consequential milestone being a potential M7 SoC on Intel's 18AP process. The underlying driver is the TSMC capacity constraint, with Samsung logic deals picking up across the industry for the same reason. The real inflection point that Patrick notes is 14A: if Intel's backside power delivery process reaches risk production and scales to iPhone volume by 2028, the strategic weight of the Apple relationship will fully materialize. (The Decode) xAI Acquires Cursor for $60 Billion: Elon Musk's xAI acquired Cursor for $60 billion using equity inflated by SpaceX's IPO run-up, a move Patrick characterizes as buying market position in a category where xAI arrived late, having missed the window on thinking models and tool calling. Cursor brought $4 billion in ARR, 7 million monthly active users, and 50% Fortune 500 penetration into the deal. The open question remains whether xAI can convert that installed base into a durable enterprise AI stack or whether it remains primarily a GPU capacity provider selling at well above neo cloud market rates, with the Google-SpaceX deal drawing additional scrutiny as a related-party transaction preceding the IPO. (The Decode) The Flip: Is Enterprise AI Spending Contracting or Concentrating? Patrick takes the position that enterprise AI is entering a rationing phase, pointing to Accenture's bookings decline, Microsoft cutting developer access to cloud code, Uber blowing through cloud licenses, and the emergence of AI cost management as a venture category as converging proof points. Daniel argues the opposing case: dollar volume is growing even as project counts fall, hyperscaler CapEx guidance continues to accelerate across Microsoft, Google, Amazon, and Meta, and what reads as contraction is the market moving from subsidized pilots to production deployments tied to measurable P&L outcomes. Both agree the hard ROI era is arriving, and the real debate is whether that transition reads as discipline or deceleration on the way in. (The Flip) Fed Chair Kevin Warsh's First Meeting: New Fed Chair Kevin Warsh held rates steady in a unanimous decision but delivered remarks that the market viewed as hawkish, sending the S&P lower and two-year yields up 16 basis points before a partial recovery the following day. Patrick and Daniel note the structural signal beneath the reaction: Warsh is establishing the Fed's independence from political pressure while also signaling an intent to move away from survey-based data that arrives three to six months stale, in favor of more real-time economic inputs. Daniel draws a direct line to the kind of forward-looking data infrastructure that firms like Palantir, Databricks, and Snowflake are positioned to provide at the institutional level. (Bulls and Bears) Iran-Israel-U.S. Developments and Oil Below $80: A Memorandum of Understanding between Iran, Israel, and the U.S. briefly sent oil below $80 and signaled a potential opening of the Strait of Hormuz, though by the time of recording, reports were already emerging that the situation may be reversing. Patrick and Daniel keep it brief: the market has largely looked through the geopolitical noise, rallying through the period of conflict, and the oil price signal matters more to the macro environment than the diplomatic specifics. (Bulls and Bears) Accenture Earnings — The Services Layer Faces the Agentic Reckoning: Accenture beat on earnings but missed on revenue. The company reported a bookings decline of 2%, trimmed its 2026 revenue guide by 3-4%, and saw its worst single-day stock reaction in years. Patrick and Daniel use the result as a structural lens rather than a single-quarter data point: agentic AI and enterprise technology vendors are absorbing exactly the work that large professional services firms have historically owned, and the market is beginning to price that displacement ahead of the labor data catching up. Patrick flags this as the canary in the coal mine for the global services industry broadly. (Bulls and Bears) SpaceX IPO Volatility and Valuation Reality: The SpaceX IPO debuted at $135, surged above $210 on its first day of trading, and finished the week around $181. At its peak, the company briefly surpassed the market capitalizations of both Amazon and Microsoft before pulling back. Patrick and Daniel unpack the gap between the premium investors are assigning to Elon Musk and the company's underlying fundamentals. Despite generating roughly $50 billion in annual revenue, SpaceX remains unprofitable, and upcoming lock-up expirations could introduce meaningful volatility, particularly on the downside. Patrick points to long-term comparisons with Amazon and Tesla, while noting that many retail investors are still near break-even. The discussion explores how much of SpaceX's valuation is based on future potential versus current performance—and how much room remains for investor expectations to reset before fundamentals catch up. (Bulls and Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode  US Government Forces Anthropic to Disable Claude Fable 5 + Mythos 5 Worldwide — First-Ever Federal Shutdown of a Commercial Frontier AI Model; 90-Minute Compliance; EU + UK Sovereign-AI Talks Accelerate https://www.anthropic.com/news/fable-mythos-access  HPE Discover 2026 — Neri Bets the Company on Networking as the AI Control Plane; Juniper Integration Operational; Vultr Standardizes on HPE + NVIDIA https://www.crn.com/news/networking/2026/hpe-ceo-antonio-neri-five-boldest-statements-from-hpe-discover-2026 Everpure - Pure//Accelerate 2026 — First Conference Under New Name; "Data Primacy" Vision; Data Stream Built on NVIDIA AI Data Platform; Data Intelligence GA https://www.prnewswire.com/news-releases/everpure-unveils-data-primacy-architecture-for-the-ai-era-302803097.html  Apple's Chip Supply Chain Realigns in One Week — Intel 18A-P Enters Risk Production June 16; White House Confirms Apple-Intel Foundry Deal June 18 (INTC +9% to Record $135); Cook Says iPhone/Mac/iPad Price Hikes "Unavoidable" on RAM Crunch https://www.investing.com/analysis/appleintel-chip-manufacturing-deal-reshapes-foundry-race-200682398 SpaceX Buys Cursor for $60B All-Stock Four Days After IPO — Largest Developer-Tooling Acquisition Ever; Cursor at $4B ARR / 50%+ Fortune 500; Musk's xAI Loses the Code War, Buys the Winner https://www.cnbc.com/technology/ The Flip Are enterprise AI budgets contracting — is the procurement boom ending and the rationing phase beginning? FOR: Yes — Accenture cut its guide and bookings declined today; Uber blew through AI budget in months; Meta killed its leaderboard. https://www.businesswire.com/news/home/20260618029271/en/Accenture-Reports-Third-Quarter-Fiscal-2026-Results AGAINST: No — AI infrastructure capex is accelerating; enterprise demand is supply-constrained, not budget-constrained. https://ca.investing.com/news/stock-market-news/stifel-raises-jabil-stock-price-target-to-460-on-ai-growth-93CH-4698089 Bulls & Bears MACRO — FOMC Chair Kevin Warsh's Inaugural Meeting: Unanimous Hold at 3.5–3.75%, Statement Stripped of Cutting Bias; Dot Plot Flips to a 2026 HIKE at 3.8% Median; Warsh Refuses Own Dot; Worst Fed Day for a New Chair Since 1994 https://www.cnbc.com/2026/06/17/fed-meeting-today-live-updates.html  MACRO — Oil Cracks Below $80: Brent $78 (3-Month Low), WTI $75; US-Iran 14-Point MoU Signed at Versailles; Strait of Hormuz Reopening; IEA Projects 5.05 Mbpd Supply Glut in 2027 https://finance.yahoo.com/economy/policy/articles/oil-plunge-below-80-already-174253019.html Accenture (ACN) Q3 FY26 ACTUALS — EPS $3.80 Beats $3.70 (+9% YoY); Revenue $18.72B Slight Miss; Bookings DECLINE −2% to $19.3B; FY26 Guide Trimmed to 3–4% Local; Stock −13.3% Open; $9B Cybersecurity Acquisition Push https://www.businesswire.com/news/home/20260618029271/en/Accenture-Reports-Third-Quarter-Fiscal-2026-Results  SpaceX (SPCX) Post-IPO Trading Action — Melt-Up to $225.64 Tuesday Intraday Briefly Surpasses Amazon at $2.85T; Round-Trips to $192 by Wednesday Close on Fed Hawkish Pivot; Morningstar Fair Value $62 (~69% Implied Downside) https://www.cnbc.com/2026/06/15/evercore-isi-says-landmark-spacex-ipo-could-reignite-bull-market-send-sp-500-to-9000.html  

Aujourd'hui, nous sommes le mercredi 24 juin et nous fêtons la Nativité de saint Jean Baptiste. Les fêtes de la saint Jean étaient autrefois populaires et fondues avec la joie des jours longs associés au solstice d'été. Comme un écho inversé de Noël. En ces jours les plus longs de l'année, je goûte cette lumière donnée. Je me tourne vers le Seigneur et lui demande la grâce d'ouvrir mon cœur à sa lumière et de pouvoir la faire rayonner auprès de ceux que je vais... Chaque jour, retrouvez 12 minutes une méditation guidée pour prier avec un texte de la messe ! A retrouver sur l'application et le site www.prieenchemin.org. Musiques : While Shepherd's Watched Their Flocks de Arr. Chad Lawson / Chad Lawson - A Solo Piano Christmas © Voir le site de Chad Lawson ; Splendeur jaillie du sein de Dieu de Soeur Agathe - A Solo Piano Christmas © Voir le site de ADF-Bayard Musique.

Brian Samson knows a harsh truth about the current American economy: if you run a service business right now, the math is brutal. Labor is incredibly expensive, turnover is high, and finding reliable operators can feel like a full-time job.But Brian has a cheat code. After years of running talent acquisition for hyper-growth, VC-funded tech startups in Silicon Valley, Brian took his high-level recruiting playbook and applied it to a local locksmith and cleaning company in Hawaii. The result? He completely revolutionized his hiring process by tapping into the nearshore talent pool in Latin America. Today, Brian runs Plug Tech—a nearshore staffing agency pushing $8M in ARR—and he is pulling back the curtain on how small business owners can leverage global talent to generate massive ROI.If you are struggling to scale because you are drowning in admin work, scheduling, or operations, this episode will completely rewrite how you think about building your team.What You'll Learn in This Episode:The VA vs. EA Paradigm Shift: Why you should stop hiring Virtual Assistants to do simple "tasks" and start hiring nearshore Executive Assistants who anticipate problems and drive strategy.Latin America vs. Asia: The cultural and operational differences between offshoring to places like the Philippines (process-driven) versus nearshoring to LatAm (spontaneous and creative problem-solvers).The Price-to-Value Arbitrage: Why paying a top-tier nearshore employee $1,500/month or an AI engineer is actually a massive bargain that can generate seven figures of value for your company.The $100 Interview Test: Brian's foolproof, paid-test framework to filter out bad hires, test real-world skills, and guarantee you're bringing on an "A-Player."Tags: Hiring, Entrepreneurship, Business scaling, Service & ConsultingResources:Grow your business today: https://links.upflip.com/the-business-startup-and-growth-blueprint-podcastFollow Our Second Channel Here: https://next.upflip.com/spotify Connect with Brian: https://www.linkedin.com/in/briansamson

Cette semaine, au Podcast Pas Ordinaire, on reçoit André-François Blanchette, entrepreneur québécois derrière plusieurs concepts majeurs de restauration, dont Thaïzone, Chocolato et SHAKER Cuisine & Mixologie.Dans cet épisode, André-François raconte comment il est passé d'un premier dépanneur acheté après avoir quitté l'université à la création, la croissance et la vente de plusieurs entreprises importantes.On revient sur ses années de vache maigre, son apprentissage sur le terrain, le développement de franchises, la vente récente de SHAKER, les négociations, le processus de vérification, la gestion des employés pendant une acquisition et la réalité financière derrière les transactions de plusieurs millions de dollars.André-François partage aussi sa vision du bonheur, de l'argent, de la famille et de la liberté, tout en expliquant pourquoi le succès appartient souvent aux entrepreneurs qui apprennent à devenir à l'aise dans le malaise.Un épisode honnête, humain, concret, stratégique et profondément entrepreneurial.Bon Épisode!----------------------------------------------------Merci à nos commanditaires de l'Épisode :

Gaurav Agarwal, COO of ClickUp, joins Sam Jacobs, AJ Bruno, and Asad Zaman after ClickUp, a company north of $300 million in ARR, parted ways with 22% of its workforce while rolling out pay packages up to $1 million a year for the individual contributors who stay. Gaurav walks through how a central Foundry team builds the tooling while each function's top performers automate their own jobs, why he wants his org to run like a pirate ship before a naval fleet, and how a two-person marketing team now ships 70 to 100 campaigns a week. Topics include which roles get eaten as AI collapses the org chart, why a great seller will never get the AI leverage a great engineer does, the case for working in public so AI has full context, and the mercenary-versus-missionary tension reshaping GTM talent. Plus, a Quiz Pro Quo on the SpaceX IPO and OpenAI's tender offer, and a Bulls and Bears debate on buying applications from foundation model companies versus the pure application layer. Key Takeaways: - Gaurav's mental model moved from treating AI as a sidekick to treating AI as the worker itself. As Gaurav Agarwal, COO of ClickUp, framed it: "AI will do the job, you like it or not... Humans will build AI to do the job and AI will do the job better than an 80th percentile human. And then our jobs become managers and trainers of AI." - ClickUp is rebuilding its compensation bands around the people who create the most leverage with AI. As Gaurav Agarwal put it: "we want our top employees who are using AI to build digital workers... They should be paid higher," and he is blunt that the payoff is uneven by function: "I don't think sales gets the same leverage out of AI the way engineering does." - Standing up an AI-native org early means choosing chaos before structure. Six months into ClickUp's push, Gaurav Agarwal described it plainly: "what I need right now is I need entropy... let's go be a little bit like a pirate ship... then we will bring in someone who can structure those pirates as a naval fleet." - As AI collapses engineering, product, and design into overlapping roles, Gaurav Agarwal made the case for the multi-spike specialist over the generalist: "I think it's an E-shaped specialist... specialists who have more than 2 or 3 spikes eat up those spikes." His rule for who wins the consolidation: "the one with the best taste and the drive to work and learn and improve eats up adjacent departments." Connect with the Hosts & Guests: Host: Sam Jacobs, CEO at Pavilion - https://www.linkedin.com/in/samfjacobs/ Host: AJ Bruno, CEO at QuotaPath - https://www.linkedin.com/in/ajbruno3/ Host: Asad Zaman, CEO at Sales Talent Agency - https://www.linkedin.com/in/azaman1/ Guest: Gaurav Agarwal, COO at ClickUp - https://www.linkedin.com/in/gauravragarwal/ Topline is more than a YouTube Channel: Subscribe to Topline Newsletter: https://toplinemedia.substack.com/ Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech: https://www.joinpavilion.com/topline-podcast Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast: https://www.joinpavilion.com/topline-slack Chapters: 00:00 Introducing Gaurav Agarwal 03:55 ClickUp's 22% AI Layoff 05:30 AI Will Do the Job 07:42 Agentic Workflows at ClickUp 10:43 Pirate Ship or Naval Fleet 15:07 AI's Jagged Edges 17:13 Where Do You Start 24:19 AI Amplifies Talent Gaps 25:50 Should You Record Everything 40:28 Quiz Pro Quo 48:56 Paying for AI Leverage 53:27 Mercenary Versus Missionary 1:01:12 Bulls and Bears 1:09:59 Hiring Salesforce GTM Talent 1:12:25 Collapsing Roles and Specialists

Vous aimez notre peau de caste ? Soutenez-nous ! https://www.lenouvelespritpublic.fr/abonnementUne émission de Philippe Meyer, enregistrée au studio l'Arrière-boutique le 19 juin 2026.Avec cette semaine :Jean-Louis Bourlanges, essayiste, ancien président de la Commission des Affaires étrangères de l'Assemblée nationale.Marc-Olivier Padis, directeur des études de la fondation Terra Nova.MARC BLOCHC'est en 2006, il y a donc 20 ans qu'une tribune d'historiens publiée par Le Figaro réclama l'entrée au panthéon de Marc Bloch. Elle aura donc lieu avec son épouse, Simonne Vidal, 20 ans plus tard. On peut regretter cette attente. Etienne Bloch fils aîné Marc et son interlocuteur privilégié, lui-même résistant à Lyon avant de s'engager dans les FFI puis de rejoindre la 2ème Division Blindée était encore de ce monde qu'il n'a quitté que trois ans plus tard.Résistant, historien, rationaliste républicain, critique des mythologies nationales et profondément patriote : Marc Bloch échappe aux catégories trop simples. Grand médiéviste, auteur des Rois thaumaturges (1924), des Caractères originaux de l'histoire rurale (1931), de La Société féodale (1939) et aussi d'une réflexion posthume sur son « métier d'historien », Apologie pour l'histoire, Marc Bloch a ouvert l'histoire aux apports de la sociologie et de l'ethnologie dans une démarche interdisciplinaire novatrice. En 1920, il noue amitié avec son collègue historien Lucien Febvre. Leur complicité intellectuelle les conduit à fonder ensemble les Annales d'histoire économique et sociale, dont le premier numéro paraît en janvier 1929. La revue exercera une influence considérable sur plusieurs générations d'historiens.Républicain convaincu il partageait les idéaux socialistes : il adhéra à la SFIO, sans pour autant se signaler ni par son militantisme ni par ses prises de position publiques. En 1934, il signe avec Lucien Febvre le manifeste du Comité de vigilance des intellectuels antifascistes, mais juge le texte indigent. En 1936, il soutient le Front populaire contre la bourgeoisie d'argent, mais critique Blum et les syndicats, et n'aime pas les communistes. Homme d'action et de responsabilité, Marc Bloch s'est battu en 1914 et s'est réengagé en 1939. En 1940, à chaud, il écrit Témoignage, qui deviendra L'Étrange Défaite. Une analyse au scalpel du désastre de 1940 où il montre que le pays a été battu parce qu'il s'était déjà défait à l'intérieur. L'ouvrage paraîtra à titre posthume en 1946. Ce « procès-verbal » implacable se décompose en trois chapitres : « Présentation du témoin », « La déposition d'un vaincu » et « Examen de conscience d'un Français ». Dans cet ouvrage, l'historien de 53 ans ausculte la société de l'entre-deux-guerres, sa course vers l'abîme, et en appelle à une responsabilité autant individuelle que collective. Il y fustige des stratèges dépassés qui, comme en 1914, lorsqu'ils se référaient aux guerres napoléoniennes, n'ont rien compris à la guerre de mouvement en 1939. Il assemble les pièces d'un puzzle, en historien du contemporain, et procède à la mise en perspective des événements. Pointant notamment la bureaucratie, il n'épargnait personne, ni l'armée, ni les civils, ni la droite, ni la gauche, ni la bourgeoisie, ni ses contempteurs marxistes : « Les défaillances du syndicalisme ouvrier n'ont pas été, dans cette guerre-ci, plus niables que celles des états-majors », affirmait-il, déplorant le fait qu'« on n'a pas assez travaillé, dans les fabrications de guerre ». Il relevait aussi les failles de l'éducation, de l'instruction, de l'esprit de curiosité en général.Après avoir écrit L'Étrange Défaite, persécuté parce que juif, insoumis parce que patriote, le vieux Sorbonnard est entré en 1943 dans la Résistance. Arrêté en mars 1944 par la Gestapo, torturé à la prison Montluc à Lyon, il a été fusillé le 16 juin 1944, à l'âge de 57 ans.LA RÉPUBLIQUEAlors qu'il était entré dans la clandestinité en 1943, Marc Bloch écrivit dans « Pourquoi je suis républicain » : « La République est le régime du peuple ». Cette forme de gouvernement conçu dans l'antiquité connait des interprétations variées. Alors qu'il était admis jusqu'au XVIIIe siècle que la République puisse être aussi bien monarchique, aristocratique ou démocratique, pourvu que soit pris en compte le bien commun, la vision française après Rousseau considère qu'une République bien comprise ne peut être qu'une démocratie. C'est ce que deux historiens du droit, Jacques de Saint-Victor, et Thomas Branthôme, dans leur Histoire de la République en France nomment l'« exclusivisme républicain » français. Les auteurs observent qu'à rebours de ce projet, on voit, depuis quelques années, sous l'influence du modèle anglo-saxon, s'installer des conceptions communautaristes de la démocratie. Dans cette évolution, l'idée laïque, par exemple, qui marque si profondément la tradition républicaine française, est subvertie. Il ne s'agit plus, selon eux, de protéger l'État contre les religions mais, à l'inverse de protéger les religions contre l'État.Formalisée en 1790, la devise de la République française « Liberté, Égalité, Fraternité » évolua également. Le ternaire s'effaça sous le Consulat et le Premier Empire, dont la devise officielle fut « Liberté, Ordre public ». Le maréchal de Mac‑Mahon, en 1879, instaura brièvement l'« Ordre moral ». En 1940, Philippe Pétain lui substitua la devise « Travail, Famille, Patrie ». Si 83 % des Français, en 2023 se déclarèrent attachés à la devise, 54 % d'entre eux donnaient la priorité à la Liberté, devant l'Égalité (29 %) et la Fraternité (17 %). Mais nombre d'entre eux jugèrent sa mise en œuvre défaillante : la Liberté n'existerait pleinement que pour 54 % d'entre eux, la Fraternité pour 35 % et l'Égalité pour 31 %.Tandis que, depuis le 16 juin, le projet de loi constitutionnelle pour une Corse autonome est examiné à l'Assemblée, le juriste Benjamin Morel et le politologue Patrick Weil demandent à ce qu'il soit retiré au nom des valeurs historiques de la France. Ce projet de loi propose de reconnaître des droits particuliers en raison d'une « communauté historique, linguistique, culturelle, ayant développé un lien singulier à sa terre ». Il crée ainsi, font valoir le juriste et le politologue une hiérarchie entre Français : ceux qui se rattacheront à une communauté corse reconnue, privilégiée, et les autres. Ce serait en rupture radicale et fondamentale avec « les grands principes universalistes qui fondent la République, tout particulièrement le principe d'égalité de tous les citoyens devant la loi sans distinction d'origine, de race ou de religion énoncé à l'article Ier de la Constitution ». Hiérarchiser les citoyens au regard d'une appartenance culturelle et y attacher des droits différenciés, c'est la définition juridique du racisme, font-ils valoir. La République encore et toujours à l'épreuve de l'histoire.Chaque semaine, Philippe Meyer anime une conversation d'analyse politique, argumentée et courtoise, sur des thèmes nationaux et internationaux liés à l'actualité. Pour en savoir plus : www.lenouvelespritpublic.frHébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Rien ne semble plus difficile que d'instaurer de nouvelles habitudes dans notre vie. Même s'il est rempli d'intentions louables, l'être humain est toujours porté à revenir à ce qui lui semble le plus évident, attrayant, facile et satisfaisant. Pour cette raison, il va être porté à privilégier ce qui lui procure un bienfait immédiat plutôt que ce qui va lui être profitable à long terme. James Clear avec son ouvrage Atomic Habits de 2018 qui s'est écoulé à plus de 25 millions d'exemplaires nous propose une solution accessible et pratique. Arrêtons de viser les gros changements qui finissent par nous décourager et nous épuiser, mais misons plutôt sur les mini habitudes. Les mini habitudes semblent anodines sur leur coup car leur portée semble limitée, mais c'est à la longue que leur effet se ressent vraiment. C'est exactement le même principe de l'intérêt composé dans des placements financiers. Comme l'expression le dit : allons-y lentement mais sûrement. Ici, le mot atomique a deux sens. Atomique comme dans extrêmement petit, mais atomique aussi comme puissance atomique! James Clear en est venu à instaurer une série d'outils applicables dans l'atteinte de nos objectifs en s'inspirant assez librement de l'approche béhavioriste de Skinner qui avait déjà inspiré l'ouvrage le pouvoir des habitudes en 2012. Dans cet épisode, en voulant appliquer le livre à l'atteinte de mes objectifs de 2026, j'en viens à des prises de conscience importantes chez moi. Je me permets de me montrer critique sur certains aspects de Atomic Habits. Cet épisode me sert aussi de bilan concernant mon deuxième trimestre d'entraînement physique. Je rappelle qu'au début de l'année 2026, j'ai pris l'engagement de publier régulièrement un épisode pour témoigner de mon expérience. Voici donc le journal de bord du deuxième trimestre : avril, mai et juin. Il s'avère donc la suite de l'épisode 206 qui abordait le premier trimestre. Ordre du jour 0m23: Introduction 11m26: Présentation du livre et sa critique 18m00: Les 4 lois de Atomic Habits et mon application à ma démarche 51m06: Réflexions personnelles Pour encore plus de détails, consulte la page web de l'épisode.

Episode Description:In this episode, we break down a massive week on Wall Street, starting with the historic SpaceX IPO that shattered public market records. Then, we preview Micron's high-stakes fiscal Q3 earnings report as AI-driven memory demand pushes margins to historic levels. Plus, we look at Adobe's quiet rebound, why Celsius (CELH) is starting to regain traction, and the structural roadmap that could launch Marvell (MRVL) on a legitimate path toward a $1 trillion valuation.The Historic Debut: SpaceX formally went public on the Nasdaq at an initial valuation of $1.77 trillion, raising an unprecedented $75 billion in gross proceeds.Market Impact: Trading surged on day one to push its market cap over $2 trillion. We discuss the unique, multi-staged insider lock-up structure and how fast-tracked index rules are shifting the mechanics of passive ETF tracking.Pure Profit Growth: Ahead of its fiscal Q3 earnings call on June 24, Wall Street consensus is targeting a mind-boggling ~1,000% year-over-year increase in adjusted EPS.What to Watch: We break down the absolute dominance of their HBM3E/HBM4 product cycles, massive CapEx scaling across new fabs, and whether the memory cycle is turning into a permanent structural moat.ADBE: Creative Cloud is showing resilient enterprise retention as AI monetization begins to manifest in actual ARR.CELH: After a painful distribution and inventory rightsizing over the past few quarters, the stock is showing technical and fundamental signs of a text-book volume accumulation phase.The Trillion-Dollar Blueprint: Why optical DSPs and custom silicon partnerships position Marvell perfectly to capture the massive capital expenditure tailwinds from hyperscalers building out data centers. Is a $1T valuation realistic, or is it getting ahead of its fundamentals?

Why Robert Pirsig's Famous Motorcycle Book Mattered to Him — And Why it Didn'tTed Simon is best known as the author of Jupiter's Travels, one of the most influential motorcycle travel books ever written. Robert Pirsig's Zen and the Art of Motorcycle Maintenance is another book that has long held a strange place in motorcycling culture: widely known, often recommended, and perhaps just as often left unfinished. In this conversation, Ted talks about finally reading Pirsig's famous book and why it matters to him in a way listeners might not expect. Is it really a motorcycle book? Why has it stayed in the minds of riders for so many years? And what does motorcycle maintenance mean when the machine beneath you is not just a symbol, but the thing that determines whether the journey continues? What begins with one famous motorcycle book soon opens into Ted's own memories of travel, breakdowns, repair, and the very practical reality of keeping a journey alive when there is no easy answer and no one else to do the work.

Vendre une entreprise. Faire entrer ou sortir un associé. Préparer une transmission. Structurer un pacte Dutreil. Émettre des BSPCE. Racheter une société. À chaque fois, une question revient : combien ça vaut ? Dans cet épisode des Geeks des Chiffres, je reçois Abderrahman Mekdad, expert-comptable, commissaire aux comptes, associé chez AFIGEC, co-président du CJEC et spécialiste de l'évaluation d'entreprise. On parle d'un sujet que les cabinets d'expertise comptable ne peuvent plus regarder de loin : l'évaluation d'entreprise et le conseil financier. Parce qu'une valorisation, ce n'est pas seulement une méthode DCF, un actif net corrigé ou un multiple d'EBE. C'est une mission qui demande de comprendre le dirigeant, son histoire, son marché, son avantage concurrentiel, ses risques, ses dépendances et ses perspectives. Et surtout, c'est une mission où le chiffre a un impact réel. Dans cet épisode, on parle de : La différence entre évaluation d'entreprise et Transaction Services Les cas concrets : cession, acquisition, donation, pacte Dutreil, apport à une holding, intégration ou sortie d'associé, BSPCE Pourquoi la valeur n'est pas le prix Comment défendre une valorisation avec des arguments solides Pourquoi une bonne évaluation commence par l'immersion dans l'entreprise et le marché Les erreurs des cabinets qui font de la valo “quand ils ont le temps” Comment vendre une mission de conseil à forte valeur ajoutée Pourquoi la facture électronique va pousser les cabinets à développer de vraies missions de conseil Le parcours d'Abderrahman : bac S, DCG, DSCG, DEC, Financial Advisory Son mémoire DEC sur le management bienveillant, primé au niveau national par la CNCC et en Auvergne-Rhône-Alpes Pourquoi choisir un sujet de mémoire qu'on aime change tout Ce que veut dire vraiment “management bienveillant” en cabinet Ce qui ressort de l'épisode est simple : l'expert-comptable a toutes les cartes pour accompagner les dirigeants sur ces sujets. Mais il doit changer de posture. Arrêter de penser uniquement risque fiscal. Comprendre le business.Savoir se former. Se rendre disponible. Et vendre la vraie valeur de son accompagnement. Si vous êtes expert-comptable, commissaire aux comptes, mémorialiste, collaborateur en cabinet ou dirigeant d'entreprise, cet épisode va vous donner une vision très concrète de ce que peut devenir le conseil en cabinet. Bonne écoute. Code Promo YT1 : - 10% sur toute la plateforme Les Geeks des Chiffres. Enjoy et c'est parti !!!POUR ALLEZ PLUS LOIN AVEC NOUS

I sat down with Malte Landwehr, who left VP of SEO at Idealo to become CPO and CMO at Peec AI, the platform that tracks what ChatGPT, Claude, Gemini, and Google AI Overviews actually cite. We open on the strangest finding of the year. GummySearch, a Reddit analytics tool that shut down last November, now sits behind about 0.1% of all ChatGPT citations. From there we get into why clicks are the wrong way to measure AI search, why your local brand keeps losing to US ones, why scaled AI content rockets then crashes, and why Malte says SEO is dead as a default growth channel.Guest ProfileMalte Landwehr is CPO and CMO at Peec AI, an AI search visibility platform that runs daily prompts across ChatGPT, Perplexity, Gemini, Google AI Overviews, Claude, and Grok. He spent more than twenty years in search and product, including five years as VP of SEO at Idealo and five years as VP of Product at Searchmetrics. In his first six months at Peec AI, the company grew from roughly $500K to $5M in ARR.Chapters[0:00] Intro[1:15] Leaving one of Europe's best SEO jobs for AI search[5:07] Why clicks are the wrong way to measure ChatGPT[8:22] Which answer engines actually matter[12:34] GummySearch: a dead product winning ChatGPT citations[18:33] Listicles and the English-language fan-out bias[23:48] Advertorials, local results, and Mount AI content[33:50] Digital PR over technical SEO[36:27] ChatGPT Shopping is scraped Google Shopping, and the MCP contest[42:16] SEO is dead as a default channel, and the chunking moveKey TakeawaysStop measuring AI search by clicks. In an LLM, clicking is optional, so ChatGPT can look like 1% of your traffic while shaping most of your buying journeys. Measure the influence on the decision, not the visit.What gets written about you offsite now matters more than your own technical SEO. Grounding pulls from Reddit, G2, Wikipedia, YouTube, and news, so digital PR is the bigger lever for how AI describes and recommends you.One citable paragraph beats a chunked article. Put your main claim near the top in two or three declarative, self-contained sentences that name the entities. Do not shred a whole article into one-line bullets.Notable Quotes"In a web search, clicking is part of the intended user journey. In an LLM, clicking is completely optional." Malte Landwehr"They didn't gain visibility as a brand. They now have power over what brands are recommended by LLMs." Malte Landwehr, on GummySearchResourcesPeec AI: https://peec.aiPeec AI research blog: https://peec.ai/blogMalte Landwehr's website: https://www.maltelandwehr.deFuture of AI Shopping webinar with Malte Landwehr (Peec AI): https://peec.ai/webinars/future-of-ai-shoppingConnectMalte Landwehr on LinkedIn: https://www.linkedin.com/in/landwehr/Peec AI: https://peec.aiNo Hacks is a publication about the agentic web. Articles, a weekly podcast, and a newsletter for SEO, CRO, and web professionals who want to stay visible, trusted, and findable as agents take over. Hosted by Slobodan "Sani" Manic.Subscribe at https://nohacks.co/subscribe

SpaceX is buying Cursor. The $60 billion all-stock acquisition of Anysphere, announced June 16, gives Elon Musk control of the most popular AI code editor on the market, just days after SpaceX's $2 trillion Nasdaq IPO. Two months ago, Cursor was valued at $29 billion. The SpaceX Cursor deal more than doubles that price.This episode breaks down the $60 billion Anysphere acquisition and the math behind it. Cursor's annualized revenue is around $4 billion, with $2.6 billion from enterprise B2B customers. The growth curve is near-vertical: $2 billion ARR in February 2026, $3 billion in late April, $4 billion in early June. The deal is structured as an all-stock merger through a SpaceX subsidiary called X67, meaning fresh IPO capital isn't funding it. Anysphere shareholders receive SpaceX Class A shares based on a seven-day volume-weighted average price, with the merger expected to close in Q3 2026.The strategic logic is the AI coding market. xAI merged into SpaceX in February but never gained traction against Claude and GPT in developer tools. Cursor was already eating that market. Two senior Cursor engineers had left for xAI, and Cursor had been training its newest models on tens of thousands of xAI chips. The $60 billion deal closes a competitive gap that money alone wasn't closing.The April option deal is the underrated part of the SpaceX Cursor story. SpaceX locked in either the $60 billion acquisition price or a $10 billion break-up fee months ago, before the IPO and before Cursor's run-rate doubled. By June, $60 billion looked like a discount. The merger agreement also carries a $10 billion termination fee if SpaceX walks, plus an additional $4 billion if antitrust kills it.The broader AI M&A picture matters too. Anthropic just filed for an IPO at a $965 billion valuation. OpenAI filed at $852 billion. SpaceX is trading above $2 trillion. The AI capex cycle is now visible in acquisition pricing, not just compute spend. Developers building on Cursor are now building on a Musk-owned platform, which raises real questions about model neutrality, data access, and what happens when xAI controls the editor that ships Claude's and OpenAI's outputs to millions of engineers.We cover what changes for Cursor users under SpaceX ownership, what the deal means for Anthropic and OpenAI in the AI coding market, why SpaceX paid double instead of waiting, and whether $60 billion holds up against $4 billion in ARR.Keywords: SpaceX Cursor acquisition, Anysphere $60 billion, SpaceX buys Cursor, Cursor AI editor, AI coding, xAI, Elon Musk, SpaceX IPO, AI M&A, agentic coding, enterprise AI, Grok, Anthropic IPO, OpenAI IPO.

What does it take to build an AI company a decade before the world realises AI is the future?In this episode of Riding Unicorns, James and Hector sit down with Barney Hussey-Yeo, Founder & CEO of Cleo, the AI financial assistant helping millions of consumers make smarter money decisions.Barney started building Cleo years before ChatGPT brought AI into the mainstream. Today, Cleo has grown into one of the UK's leading fintech success stories, reaching $400M ARR and becoming a category-defining consumer AI company.The conversation explores the realities of scaling from zero revenue to hundreds of millions in ARR, surviving the shift from the ZIRP era to COVID, and building a product-led company that endured long before AI became fashionable.Barney also shares how AI is transforming the way Cleo operates internally, why every executive team member is now shipping code, and how founder behaviour, company culture, and execution speed are changing in the age of AI.Topics Covered:• Building an AI company before the AI boom • The origins of Cleo and the vision for an AI financial assistant • Growing from $0 to $400M ARR • Why the first $100M is the hardest milestone • Surviving COVID and finding product-market fit • Building data moats and defensibility in AI • Why AI has transformed customer acquisition • How Cleo uses AI internally across engineering and operations • The rise of AI-native companies and the future of work • Why some employees thrive with AI and others fall behind • The best AI tools Barney is using today • Advice for founders on fundraising, execution, and building great products • The next generation of AI startups and future unicorn predictionsA candid conversation about ambition, execution, AI, and what it really takes to build a generational technology company.

C'est la 2ème fois que je reçois un “Lemire” et chaque fois ce sont des épisodes fondamentaux pour Vlan!Le 1er frère que j'ai reçu c'était Vincent pour parler du conflit Israélo-Palestinien, 1 an après le 7 octobre. Un double épisode qui a beaucoup marqué. Cette fois, je reçois Romain, un de ses frères pour parler d'inceste.Romain a gagné le prix Goncourt du 1er roman pour “Clément”, une autobiographie romancée et ce livre m'a boulversé. J'ai moi même été en contact proche avec un pédophile lorsque j'étais enfant mais vu les chiffres ca n'a rien d'étonnant. Ce qui est tabou ce n'est pas l'inceste, c'est d'en parler….Avec ce livre, on rentre dans le Paris des années 80, dans la vie d'une famille bourgeoise intellectuelle, avec un père adoré, super prof de français, poétique, drôle, plein d'amis et qui violait ses fils depuis leurs 7 ans.Dans cet épisode, j'ai questionné Romain sur la mécanique du silence, sur ce que ça fait dans la tête d'un enfant qui ne sait même pas ce qu'est un pénis, sur la dissociation qui peut durer des décennies, sur les sabotages amoureux, sur la reconstruction. Nous parlons aussi des chiffres qui donnent le vertige, 160 000 enfants par an, 9 milliards d'euros de coût annuel en France. Et du courage de parler. Parce que, spoiler alerte, ça finit bien.Citations marquantes1. "Il faut un village pour violer un enfant. Il faut un violeur, et puis il faut tous les gens autour qui perçoivent des choses et qui se taisent."2. "Le silence ne protège pas. Il détruit."3. "C'est dans le narcissisme qu'il y a de la violence. Dans l'amour, il n'y en a pas."4. "Quand on parle de l'inceste comme d'un tabou, effectivement le dire est tabou. Et donc ça, il faut en sortir. Parce que le faire n'est pas tabou. 160 000 enfants par an — on ne voit pas très bien où est le tabou."5. "Moi, pendant des décennies, je me disais: je suis condamné. Il n'y a aucune raison que j'en sorte. Et en fait, on n'est pas condamné à ça."Idées centrales discutéesL'inceste raconté à hauteur d'enfantRomain a fait un choix littéraire qui change tout: raconter l'inceste depuis la perspective de l'enfant, en temps réel. À 7 ans, Clément ne sait pas ce qu'est un pénis en érection. Il appelle ça "de l'huile." Il ne sait rien. C'est précisément pour ça qu'il ne peut ni nommer ni dénoncer. Ça retourne complètement la question "pourquoi il n'a rien dit?" — parce qu'un enfant n'a tout simplement pas les mots ni les cadres pour le faire.Timestamp: P1 ~00:10:30Le prédateur n'est pas le monstre qu'on imagineOn a tous en tête l'image du violeur dans le parking. La réalité statistique est autre: les incesteurs et violeurs sont représentatifs de l'ensemble de la société. Sympas, drôles, avec une vie épanouie et plein d'amis. Le père de Romain était adulé de ses élèves, un grand prof de littérature. Et on connaît tous, sans le savoir, au moins un violeur. Et on l'aime. C'est vertigineux.Timestamp: P1 ~00:06:48Le silence est une condition, pas un accidentLe silence ne vient pas que des victimes. Il vient de l'entourage entier — du frère qui voit et part se coucher, des amis du père qui savaient dans les années 60-70, des mutations silencieuses d'établissement. Le silence ne protège pas, il détruit. Et c'est la condition absolument nécessaire, voire suffisante, pour que les prédateurs agissent pendant des années.Timestamp: P1 ~00:25:00La dissociation: vivre en se regardant vivreLes victimes de traumatismes infantiles développent souvent un état de dissociation: on se regarde vivre depuis les gradins, on n'est pas vraiment là où on est. Romain l'a vécu pendant des décennies. Cet état sabote les relations amoureuses, génère une fatigue constante, empêche de se projeter. "Vivre en existant" — trouver cette phrase dans un livre d'une amie a été pour lui une révélation: c'est exactement ce qu'il cherchait à atteindre.Timestamp: P1 ~00:42:15La reconstruction est une errance, pas un programmeRomain ne s'est pas reconstruit par une thérapie structurée. Il s'est reconstruit par les autres, par les amours, par les limites trouvées à tâtons. À 45 ans, il s'est rendu compte qu'il était résilient sans savoir par où il était passé. Comme quelqu'un qui arrive à l'étape suivante après une journée de brouillard complet. C'est de là que vient le livre: essayer de comprendre rétrospectivement son propre chemin.Timestamp: P2 ~00:05:53L'onde de choc va bien au-delà de la victime directe9 milliards d'euros par an en France. C'est le coût chiffré des agressions sexuelles sur mineurs: soins, justice, addictions, arrêts maladie, dépressions, suicides. Et humainement: la mère qui réalise en lisant le livre qu'elle s'est plantée à chaque fois pendant des décennies, la sœur bipolaire qui meurt à 47 ans, les partenaires amoureux qui subissent les ruptures sans comprendre. Il y a le village qui agresse, le village qui souffre, et un troisième village de gens qui n'avaient rien à voir avec l'histoire et qui en subissent quand même les éclats.Timestamp: P1 ~00:49:22La justice punit encore la victimeQuand un enfant dénonce, dans de nombreux cas c'est lui qui quitte le foyer, pas le père. Des mères qui refusent de présenter l'enfant à un père violent risquent la prison. Le père garde son canapé et sa télé. Romain est clair: on est à la préhistoire sur ces questions. MeToo a ouvert une fenêtre depuis dix ans, mais il reste un long chemin à faire.Timestamp: P2 ~00:19:49Questions posées dans l'interviewPourquoi c'est toi qui as écrit ce livre et pas un de tes frères?Comment ça résonne dans la tête d'un enfant de 7 ans — est-ce qu'il comprend ce qui lui arrive?Comment repère-t-on les signes qu'un enfant ne va pas bien à cause d'un inceste?Il y avait des gens autour de ton père qui savaient — et qui ont choisi de se taire?Pourquoi vous avez décidé de faire une interview à trois avec vos frères chez Léa Salamé?Comment ta mère a-t-elle vécu la lecture du roman?Comment tu te es reconstruit concrètement — au-delà de la psychothérapie?Il y a une scène où Clément va de lui-même vers son père à 13 ans. Comment tu expliques ça aujourd'hui?Qu'est-ce que tu voudrais dire aux victimes qui n'ont encore jamais parlé à personne?Est-ce que MeToo te redonne espoir sur l'évolution de ces questions?Références citées dans l'épisodeLivresFrançoise Dolto, Le complexe du homard (P1 ~00:15:32) — lu par Romain enfant; le livre dit que les relations sexuelles entre parents et enfants ne sont pas normales, mais l'enfant ne s'y retrouve pas parce que ce qu'il vit ne ressemble pas à de la violence physiqueVanessa Springora, Le consentement (P1 ~00:18:08) — cité parmi les livres majeurs sur ces sujetsCamille Kouchner, La familia grande (P1 ~00:18:08) — cité dans le même groupe de témoignages littérairesNeige Sinno, Triste Tigre (P1 ~00:18:08) — cité ("Triste tique" dans le transcript, clairement Triste Tigre)Frédéric Pommier, Derrière les arbres (P1 ~00:18:22 et ~00:45:19) — livre sur l'amnésie traumatique, cité deux fois; contraste avec l'expérience de Romain qui n'a jamais eu d'amnésie traumatiquePersonnesGabriel Matzneff (P1 ~00:29:47) — cité dans le contexte post-68, auteurs qui racontaient leurs relations avec des enfantsClaude François (P1 ~00:29:47) — cité pour ses déclarations sur les jeunes filles entre 14 et 18 ansLola Lafon (P2 ~00:31:56) — citée pour sa phrase "MeToo est la seule joie politique de mon existence"Patrick Bruel (P2 ~00:16:55) — mentionné dans l'actualité (accusations en cours)Flavie Flament (P2 ~00:17:21) — mentionnée comme exemple de victime droguéeAbbé Pierre (P2 ~00:33:49) — dans le contexte d'un panneau de manifestation: "Not all men but même l'Abbé Pierre"AssociationsFace à l'inceste, présidente Solène Favre (P1 ~00:49:56) — source du chiffre de 9 milliards d'euros par anÉmissionsLéa Salamé, interview des trois frères Lemire (P1 ~00:17:34)Timestamps clés00:00 Introduction — L'inceste touche 1 enfant sur 10, 160 000 par an en France 01:53 Présentation de Romain Lemire et du roman Clément (Prix Goncourt du premier roman) 03:40 Le père: un homme adulé, grand prof de français, et pédocriminel 07:08 La vérité statistique: on connaît tous au moins un violeur. Et on l'aime. 10:30 À hauteur d'enfant: pourquoi un gamin de 7 ans ne peut pas comprendre ce qui lui arrive 12:42 Titouan dort à côté. Victor voit et part se coucher. Le silence des proches. 15:32 Françoise Dolto et le complexe du homard: quand l'enfant lit un livre qui parle de lui sans le reconnaître 17:20 L'interview à trois chez Léa Salamé et la cohésion familiale, exception remarquable 19:40 La mère lit le livre et réalise qu'elle s'est plantée à chaque fois pendant des décennies 25:00 "Il faut un village pour violer un enfant" — le silence est une condition suffisante 28:43 Arrêter de boire: pourquoi dire "je réduis" ne marche pas 31:00 Les mutations du père, le contexte post-68, Matzneff 40:30 Titouan dit non. Et Clément, à 13 ans, va de lui-même vers son père. 41:52 "Vivre en existant" — comprendre la dissociation et ses effets sur 40 ans de vie 45:00 Les histoires d'amour qui finissent toujours. L'auto-sabotage sans le savoir. 49:22 9 milliards d'euros par an: le coût chiffré de l'inceste en France 51:30 "C'est dans le narcissisme qu'il y a de la violence. Dans l'amour, il n'y en a pas." [PARTIE 2] 02:00 Masculinité toxique: 75% des victimes sont des filles, 97% des agresseurs sont des hommes 06:10 Comment Romain s'est reconstruit: par les autres, par l'errance, par l'écriture 11:35 Prix Goncourt: "Pour une fois, je n'avais plus les mots." 13:25 "J'ai été violé." Pas "je me suis fait violer." L'enjeu de la langue. 19:49 Ce qui scandalise Romain: c'est l'enfant qui quitte son foyer, pas le père 29:10 Intervenir dans les écoles dès le CP pour nommer les choses 31:36 MeToo comme joie politique. La phrase de Lola Lafon. 33:49 Not all men but même l'Abbé Pierre 34:31 Conclusion VLAN: ouvrir la porte sur un monde où les questions de genre sont réglées Suggestion d'autres épisodes à écouter : #359 Génocide, inceste, troubles psychatriques : peut-on vraiment rire de tout? avec Mamari (https://audmns.com/iBOcBio) [Solo] Incel, masculinisme, Mazan : peut on résoudre cette violence ? (https://audmns.com/GzuqHJg) #378 Briser l'omerta familiale autour de l'abus avec Marie Christiane Baudoux (https://audmns.com/GxdDcfR) #191 Eduquer les plus jeunes sur les violences sexuelles avec Diariata N'Diaye (https://audmns.com/jkKcZCE)Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

C'est la 2ème fois que je reçois un “Lemire” et chaque fois ce sont des épisodes fondamentaux pour Vlan!Le 1er frère que j'ai reçu c'était Vincent pour parler du conflit Israélo-Palestinien, 1 an après le 7 octobre. Un double épisode qui a beaucoup marqué. Cette fois, je reçois Romain, un de ses frères pour parler d'inceste.Romain a gagné le prix Goncourt du 1er roman pour “Clément”, une autobiographie romancée et ce livre m'a boulversé. J'ai moi même été en contact proche avec un pédophile lorsque j'étais enfant mais vu les chiffres ca n'a rien d'étonnant. Ce qui est tabou ce n'est pas l'inceste, c'est d'en parler….Avec ce livre, on rentre dans le Paris des années 80, dans la vie d'une famille bourgeoise intellectuelle, avec un père adoré, super prof de français, poétique, drôle, plein d'amis et qui violait ses fils depuis leurs 7 ans.Dans cet épisode, j'ai questionné Romain sur la mécanique du silence, sur ce que ça fait dans la tête d'un enfant qui ne sait même pas ce qu'est un pénis, sur la dissociation qui peut durer des décennies, sur les sabotages amoureux, sur la reconstruction. Nous parlons aussi des chiffres qui donnent le vertige, 160 000 enfants par an, 9 milliards d'euros de coût annuel en France. Et du courage de parler. Parce que, spoiler alerte, ça finit bien.Citations marquantes1. "Il faut un village pour violer un enfant. Il faut un violeur, et puis il faut tous les gens autour qui perçoivent des choses et qui se taisent."2. "Le silence ne protège pas. Il détruit."3. "C'est dans le narcissisme qu'il y a de la violence. Dans l'amour, il n'y en a pas."4. "Quand on parle de l'inceste comme d'un tabou, effectivement le dire est tabou. Et donc ça, il faut en sortir. Parce que le faire n'est pas tabou. 160 000 enfants par an — on ne voit pas très bien où est le tabou."5. "Moi, pendant des décennies, je me disais: je suis condamné. Il n'y a aucune raison que j'en sorte. Et en fait, on n'est pas condamné à ça."Idées centrales discutéesL'inceste raconté à hauteur d'enfantRomain a fait un choix littéraire qui change tout: raconter l'inceste depuis la perspective de l'enfant, en temps réel. À 7 ans, Clément ne sait pas ce qu'est un pénis en érection. Il appelle ça "de l'huile." Il ne sait rien. C'est précisément pour ça qu'il ne peut ni nommer ni dénoncer. Ça retourne complètement la question "pourquoi il n'a rien dit?" — parce qu'un enfant n'a tout simplement pas les mots ni les cadres pour le faire.Timestamp: P1 ~00:10:30Le prédateur n'est pas le monstre qu'on imagineOn a tous en tête l'image du violeur dans le parking. La réalité statistique est autre: les incesteurs et violeurs sont représentatifs de l'ensemble de la société. Sympas, drôles, avec une vie épanouie et plein d'amis. Le père de Romain était adulé de ses élèves, un grand prof de littérature. Et on connaît tous, sans le savoir, au moins un violeur. Et on l'aime. C'est vertigineux.Timestamp: P1 ~00:06:48Le silence est une condition, pas un accidentLe silence ne vient pas que des victimes. Il vient de l'entourage entier — du frère qui voit et part se coucher, des amis du père qui savaient dans les années 60-70, des mutations silencieuses d'établissement. Le silence ne protège pas, il détruit. Et c'est la condition absolument nécessaire, voire suffisante, pour que les prédateurs agissent pendant des années.Timestamp: P1 ~00:25:00La dissociation: vivre en se regardant vivreLes victimes de traumatismes infantiles développent souvent un état de dissociation: on se regarde vivre depuis les gradins, on n'est pas vraiment là où on est. Romain l'a vécu pendant des décennies. Cet état sabote les relations amoureuses, génère une fatigue constante, empêche de se projeter. "Vivre en existant" — trouver cette phrase dans un livre d'une amie a été pour lui une révélation: c'est exactement ce qu'il cherchait à atteindre.Timestamp: P1 ~00:42:15La reconstruction est une errance, pas un programmeRomain ne s'est pas reconstruit par une thérapie structurée. Il s'est reconstruit par les autres, par les amours, par les limites trouvées à tâtons. À 45 ans, il s'est rendu compte qu'il était résilient sans savoir par où il était passé. Comme quelqu'un qui arrive à l'étape suivante après une journée de brouillard complet. C'est de là que vient le livre: essayer de comprendre rétrospectivement son propre chemin.Timestamp: P2 ~00:05:53L'onde de choc va bien au-delà de la victime directe9 milliards d'euros par an en France. C'est le coût chiffré des agressions sexuelles sur mineurs: soins, justice, addictions, arrêts maladie, dépressions, suicides. Et humainement: la mère qui réalise en lisant le livre qu'elle s'est plantée à chaque fois pendant des décennies, la sœur bipolaire qui meurt à 47 ans, les partenaires amoureux qui subissent les ruptures sans comprendre. Il y a le village qui agresse, le village qui souffre, et un troisième village de gens qui n'avaient rien à voir avec l'histoire et qui en subissent quand même les éclats.Timestamp: P1 ~00:49:22La justice punit encore la victimeQuand un enfant dénonce, dans de nombreux cas c'est lui qui quitte le foyer, pas le père. Des mères qui refusent de présenter l'enfant à un père violent risquent la prison. Le père garde son canapé et sa télé. Romain est clair: on est à la préhistoire sur ces questions. MeToo a ouvert une fenêtre depuis dix ans, mais il reste un long chemin à faire.Timestamp: P2 ~00:19:49Questions posées dans l'interviewPourquoi c'est toi qui as écrit ce livre et pas un de tes frères?Comment ça résonne dans la tête d'un enfant de 7 ans — est-ce qu'il comprend ce qui lui arrive?Comment repère-t-on les signes qu'un enfant ne va pas bien à cause d'un inceste?Il y avait des gens autour de ton père qui savaient — et qui ont choisi de se taire?Pourquoi vous avez décidé de faire une interview à trois avec vos frères chez Léa Salamé?Comment ta mère a-t-elle vécu la lecture du roman?Comment tu te es reconstruit concrètement — au-delà de la psychothérapie?Il y a une scène où Clément va de lui-même vers son père à 13 ans. Comment tu expliques ça aujourd'hui?Qu'est-ce que tu voudrais dire aux victimes qui n'ont encore jamais parlé à personne?Est-ce que MeToo te redonne espoir sur l'évolution de ces questions?Références citées dans l'épisodeLivresFrançoise Dolto, Le complexe du homard (P1 ~00:15:32) — lu par Romain enfant; le livre dit que les relations sexuelles entre parents et enfants ne sont pas normales, mais l'enfant ne s'y retrouve pas parce que ce qu'il vit ne ressemble pas à de la violence physiqueVanessa Springora, Le consentement (P1 ~00:18:08) — cité parmi les livres majeurs sur ces sujetsCamille Kouchner, La familia grande (P1 ~00:18:08) — cité dans le même groupe de témoignages littérairesNeige Sinno, Triste Tigre (P1 ~00:18:08) — cité ("Triste tique" dans le transcript, clairement Triste Tigre)Frédéric Pommier, Derrière les arbres (P1 ~00:18:22 et ~00:45:19) — livre sur l'amnésie traumatique, cité deux fois; contraste avec l'expérience de Romain qui n'a jamais eu d'amnésie traumatiquePersonnesGabriel Matzneff (P1 ~00:29:47) — cité dans le contexte post-68, auteurs qui racontaient leurs relations avec des enfantsClaude François (P1 ~00:29:47) — cité pour ses déclarations sur les jeunes filles entre 14 et 18 ansLola Lafon (P2 ~00:31:56) — citée pour sa phrase "MeToo est la seule joie politique de mon existence"Patrick Bruel (P2 ~00:16:55) — mentionné dans l'actualité (accusations en cours)Flavie Flament (P2 ~00:17:21) — mentionnée comme exemple de victime droguéeAbbé Pierre (P2 ~00:33:49) — dans le contexte d'un panneau de manifestation: "Not all men but même l'Abbé Pierre"AssociationsFace à l'inceste, présidente Solène Favre (P1 ~00:49:56) — source du chiffre de 9 milliards d'euros par anÉmissionsLéa Salamé, interview des trois frères Lemire (P1 ~00:17:34)Timestamps clés00:00 Introduction — L'inceste touche 1 enfant sur 10, 160 000 par an en France 01:53 Présentation de Romain Lemire et du roman Clément (Prix Goncourt du premier roman) 03:40 Le père: un homme adulé, grand prof de français, et pédocriminel 07:08 La vérité statistique: on connaît tous au moins un violeur. Et on l'aime. 10:30 À hauteur d'enfant: pourquoi un gamin de 7 ans ne peut pas comprendre ce qui lui arrive 12:42 Titouan dort à côté. Victor voit et part se coucher. Le silence des proches. 15:32 Françoise Dolto et le complexe du homard: quand l'enfant lit un livre qui parle de lui sans le reconnaître 17:20 L'interview à trois chez Léa Salamé et la cohésion familiale, exception remarquable 19:40 La mère lit le livre et réalise qu'elle s'est plantée à chaque fois pendant des décennies 25:00 "Il faut un village pour violer un enfant" — le silence est une condition suffisante 28:43 Arrêter de boire: pourquoi dire "je réduis" ne marche pas 31:00 Les mutations du père, le contexte post-68, Matzneff 40:30 Titouan dit non. Et Clément, à 13 ans, va de lui-même vers son père. 41:52 "Vivre en existant" — comprendre la dissociation et ses effets sur 40 ans de vie 45:00 Les histoires d'amour qui finissent toujours. L'auto-sabotage sans le savoir. 49:22 9 milliards d'euros par an: le coût chiffré de l'inceste en France 51:30 "C'est dans le narcissisme qu'il y a de la violence. Dans l'amour, il n'y en a pas." [PARTIE 2] 02:00 Masculinité toxique: 75% des victimes sont des filles, 97% des agresseurs sont des hommes 06:10 Comment Romain s'est reconstruit: par les autres, par l'errance, par l'écriture 11:35 Prix Goncourt: "Pour une fois, je n'avais plus les mots." 13:25 "J'ai été violé." Pas "je me suis fait violer." L'enjeu de la langue. 19:49 Ce qui scandalise Romain: c'est l'enfant qui quitte son foyer, pas le père 29:10 Intervenir dans les écoles dès le CP pour nommer les choses 31:36 MeToo comme joie politique. La phrase de Lola Lafon. 33:49 Not all men but même l'Abbé Pierre 34:31 Conclusion VLAN: ouvrir la porte sur un monde où les questions de genre sont régléesHébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Aravind Srinivas is the Founder and CEO of Perplexity, one of the fastest-growing AI companies in the world. Since the start of the year, Perplexity has tripled revenue to well over $500M in ARR. Aravind has raised over $1BN for the company with reported valuations reaching $20BN.  AGENDA:  05:40 – "Perplexity Changed Google More Than Any PM Ever Has" 10:15 – Why Search Is Not the Future of AI 13:05 – The Most Important Insight in AI: The Model Is NOT The Product 16:10 – Why AI Agents Will Become Bigger Than Google Search 22:00 – AI Will Design Chips, Discover Drugs & Cure Diseases 24:15 – The Secret to Building a 24/7 AI Agent 32:40 – Aravind's Wild Prediction: Micron Could Become More Valuable Than Meta 41:00 – Why Power Will Be The Biggest Bottleneck In AI For The Next Decade 45:00 – Have U.S. Export Controls Accidentally Made China Stronger? 49:00 – Why Dario Amodei's AI Doom Narrative Is Wrong 55:20 – Why Token Budgets are Total BS and Useless 58:00 – When Agent Traffic Surpasses Human Traffic, What Happens To The Internet? 01:08:00 – SpaceX, OpenAI & Anthropic IPOs: Is There Enough Capital For All Three? 01:14:00 – What Elon Musk Is Really Like Behind Closed Doors    

Votre chiffre d'affaires varie d'un mois à l'autre ? On ne va pas se mentir : quand on est entrepreneur, les montagnes russes financières, ça fait partie du deal.Mais il existe des moyens de pallier ces fluctuations de chiffre d'affaires  : en implémentant les bons systèmes dans votre entreprise.Dans cet épisode, je vous partage les 3 systèmes à implémenter dans votre business pour stabiliser vos revenus (et ne plus stresser chaque mois).✨ Au programme :01:36 - Variations de chiffre d'affaires quand on est entrepreneur : normal jusqu'où ? 07:18 - Les deux fausses bonnes idées qui ne règleront pas votre problème (et que beaucoup d'entrepreneurs font quand même)13:20 - Le 1er système à implémenter : votre QG Business17:04 - Le 2ème : votre système d'acquisition20:32 - Le 3ème : votre système de conversion 28:43 - Les 3 éléments à retenir et comment implémenter tout ça cet été dans le Bootcamp Signed✨ Épisodes recommandés :373. Suivi commercial : arrêtez de laisser de l'argent sur la table | avec Pauline Sarda356. Pourquoi j'arrête mes offres signature (et ce que le marché attend vraiment en 2026)[BDF#148] Arrêtez de douter de tout : vous êtes déjà dans le top 1% (et je vais vous le prouver)✨ Liens & références cités dans l'épisode :En savoir plus sur le Bootcamp Signed

Patrick Moorhead and Daniel Newman cover Tim Cook's final WWDC as CEO and Apple's Gemini-powered Siri strategy, the $35 billion Apollo and Blackstone deal backing Anthropic's capacity expansion, Intel's packaging wins with Google and NVIDIA, SpaceX's IPO at a $1.77 trillion valuation, Anthropic's Claude Fable 5 and Mythos 5 launch across every major cloud, and earnings reactions from Oracle, Micron, and Adobe. The handpicked topics for this week are: Apple's Siri AI Will Run on Gemini, Closing Out Tim Cook's Final WWDC as CEO: At WWDC, Apple confirmed Siri AI will run on Gemini through a new billion-dollar per year, multi-year deal, while Apple's Foundation Model Cloud Pro runs on NVIDIA GPUs inside Google Cloud. The announcement marks Tim Cook's last WWDC as CEO before John Ternus takes over on September 1. Apple isn't building its own AI cluster or competing on CapEx. They're betting that by owning the consumption layer, backed by access to health data and private messaging through iMessage, Apple will have a moat that compute spending can't replicate. (The Decode) Apollo and Blackstone Close the Largest Private Credit Deal Ever Backing Anthropic's Capacity Expansion: A $35 billion deal, the largest private credit transaction on record, will fund Google TPU capacity tied to Anthropic's compute needs, with Broadcom backstopping senior debt tranches and Google backstopping lease payments. The structure treats compute as a lendable asset class and signals more than 20 gigawatts of demand still being built out through 2028. Circular financing between chipmakers, cloud providers, and AI labs has moved from controversial to standard practice. (The Decode) Intel's Foundry Wins Packaging Work on Google's TPUs, Not a Full Fab Deal: Reports that Intel landed a deal tied to Google and NVIDIA reframe what's actually being handed off. Intel gets the packaging work on over 3 million TPUs, the compute die stays with TSMC, and the I/O die is being negotiated with Samsung at 2nm. INTC rose 12% Monday. The deal represents a low-risk path for Intel to augment, not replace, TSMC, while raising questions about anti-competitive dynamics in the foundry market. (The Decode) SpaceX Becomes an AI Infrastructure Company With a $1.77 Trillion IPO: SpaceX's IPO priced amid oversubscribed demand, with its valuation now reflecting not just Starlink connectivity and launch dominance but a newly material AI business, including AI1 orbital data center tests planned for late 2027 and a $920 million per month Google compute contract running through 2029. A sum-of-the-parts breakdown of the connectivity, launch, and AI segments lands well short of the trading price, with the gap largely explained by confidence in Elon Musk's track record of execution. (The Decode) Anthropic Launches Claude Fable 5 and Mythos 5 Across Every Major Cloud: Anthropic shipped Claude Fable 5 and Mythos 5 with same-day availability across Snowflake, AWS Bedrock, Vertex AI, and Microsoft Foundry, pricing at $10 and $50 per million tokens. The hyperscaler-neutral distribution strategy lands ahead of Anthropic's anticipated IPO. The models represent a real step up in research capability over Opus 4.8, but they come with a significant change. Users no longer have the option to opt out of data sharing with Anthropic, a shift some enterprises, including Microsoft, are already responding to. (The Decode) Is SpaceX a Once-in-a-Generation Entry or the Top of the Market? One side argues SpaceX represents a generational opportunity on par with early Amazon or Netflix, with interplanetary travel and off-world resource extraction as the long-term payoff that justifies looking past current valuation math. The other side argues this is peak euphoria: a company trading at roughly 95 times sales, propped up in part by circular investment from Google into both SpaceX and its AI segment, with a steep drawdown likely before any sustained climb. (The Flip) The Chip and Security Trade Reverses From Broken to Bifurcated: The semiconductor sector posted its biggest single-day gain since 2020, with the SOX up 5% on Monday, June 8, as a prior selloff in names like Broadcom, CrowdStrike, and Palo Alto Networks fully reversed. Intel rose 12%, Marvell 10%, and Corning 7%. The rebound reframes the AI trade narrative from a broad breakdown to a split between winners and laggards within the same sector. (Bulls & Bears) Oracle Posts a Record Quarter, But the Market Focuses on a $50 Billion Funding Plan: Oracle delivered record revenue of $19.2 billion, up 21 %, with EPS of $2.11, beating estimates of $1.89. IaaS grew 93 %, the fastest pace among hyperscalers, and RPO hit $638 billion, up $85 billion quarter over quarter, including $75 billion in AI contracts. FY27 guidance of $90 billion was maintained, and EPS guidance was raised, yet the stock fell 5% after hours amid concerns about Oracle's capital spending plans. Oracle's AI cloud backlog now exceeds those of AWS, Google, and Microsoft, built heavily on commitments from Anthropic and OpenAI. (Bulls & Bears) Micron's Profit Trajectory Puts It in Google's Earnings Tier: Micron is projected to generate nearly as much profit in 2027 as Google, with Q2 revenue of $23.86 billion, up 22 % and beating estimates, and Q3 guidance of $33.5 billion in revenue, $19.15 EPS, and 81 % gross margin. The stock is up 776%, with Wall Street firms, including UBS, raising price targets. The open question is whether memory has broken its historically cyclical pattern given sustained AI demand. (Bulls & Bears) Adobe Beats Across the Board, But the Stock Drops on CEO Departure and Freemium Pivot: Adobe posted record revenue of $6.62 billion, up 13 % and beating consensus of $6.45 billion, with non-GAAP EPS of $5.96, topping estimates of $5.81. AI first ARR tripled year over year to over $500 million, with total ARR reaching $27.1 billion, and FY26 guidance was raised. The stock still fell 5.5 % after hours, driven by the CFO's departure to Marvell and market concern over a strategic shift toward freemium pricing that delays near-term profitability. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Apple WWDC- Apple Caves to Google AND NVIDIA — Siri AI Runs on Gemini ($1B/yr) + Apple Foundation Model Cloud Pro Runs on NVIDIA GPUs in Google Cloud; Tim Cook's Final WWDC as CEO Before John Ternus Succeeds Him Sept 1 https://www.cnbc.com/2026/06/08/apple-wwdc-2026-live-updates.html Google's $35B Infra Deal — Apollo + Blackstone Close the Largest Private Credit Deal Ever; Broadcom Backstops Senior Tranches; Google Backstops Lease Payments https://www.reuters.com/business/apollo-blackstone-back-anthropics-35-billion-capacity-expansion-new-broadcom-tie-2026-06-09/ Intel's Foundry Reportedly Wins Google Packaging (Not Full Fab) — The Information Reframed: 3M+ TPU Packaging by Intel, Compute Die Still TSMC, I/O Die Being Negotiated With Samsung 2nm; INTC +12% Monday; Pat Calls Out TSMC Anti-Competitive Risk https://www.trendforce.com/news/2026/06/09/news-intel-foundry-gains-momentum-as-google-reportedly-orders-3m-tpus-nvidia-evaluates-18a-for-multi-die-gpu-design/ SpaceX Becomes an AI Infrastructure Company — Friday IPO at $1.77T; AI1 Orbital Data Center Tests Late 2027; Google $920M/mo Compute Contract Through 2029 https://finance.yahoo.com/markets/stocks/articles/spacex-poised-history-record-75-100000402.html Anthropic Ships Claude Fable 5 + Mythos 5 — Same-Day Distribution Across Snowflake, AWS Bedrock, Vertex AI, Microsoft Foundry; Hyperscaler-Neutral by Design Ahead of IPO; $10/$50 per M Tokens https://www.anthropic.com/news/claude-fable-5-mythos-5 The Flip FOR: https://www.cnbc.com/2026/06/11/spacex-billionaire-investing.html AGAINST: https://www.nytimes.com/2026/05/20/technology/elon-musk-spacex-ipo.html Bulls & Bears The Chip + Security Tape Recovery — SOX +5% Monday June 8 (Biggest Day Since 2020); AVGO/CRWD/PANW Selloff Reversed; Intel +12%, Marvell +10%, Corning +7%; the AI Trade Pivots From "Broken" to "Bifurcated" https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-06082026-11992852 Oracle (ORCL) Q4 FY26 ACTUALS — Record $19.2B Rev (+21%), EPS $2.11 Beat ($1.89); IaaS +93%; RPO HITS $638B (+$85B QoQ, $75B AI Contracts); FY27 $90B Guide Maintained, EPS Guide Raised; Stock −5% AH on Massive Capex Plan https://www.tradingkey.com/analysis/stocks/us-stocks/261959450-oracle-record-q4-2026-earnings-report-cloud-data-center-stock-tradingkey "$MU Will Generate Almost As Much Profit in 2027 as $GOOGL"; Q2 Rev $23.86B (+22% Beat), Q3 Guide $33.50B / $19.15 EPS / 81% GM; MU Stock +776%; UBS Among Wall Street Raising Targets https://247wallst.com/investing/2026/06/11/wall-street-just-put-a-monster-target-on-micron-is-the-stock-still-too-cheap/ Adobe (ADBE) Q2 FY26 ACTUALS — Record $6.62B Rev (+13%) Beats Consensus $6.45B; Non-GAAP EPS $5.96 Beats $5.81; AI-First ARR Triples YoY to $500M+; Total ARR $27.10B; FY26 Guide RAISED; Stock −5.5% AH Despite Beat-and-Raise https://www.businesswire.com/news/home/20260611677110/en/Adobe-Reports-Record-Q2-Results    

Steve Cox, CEO of Clari + Salesloft, joins Sam Jacobs and Asad Zaman to argue that SaaS is far from dead. Steve took the CEO role in December 2025 to merge two of the biggest brands in go-to-market tech into what he calls the world's first predictive revenue system. Topics include the narrative war pushing investors to bet against SaaS-era companies, his one non-negotiable hiring trait, and how to merge two former rivals without one culture eating the other. Plus, a Quiz Pro Quo on go-to-market headcount across US tech and a Bulls and Bears round to close. Key Takeaways: - The AI-native startup boom is already hitting a retention wall, and Steve is watching it arrive deal by deal. As Steve Cox, CEO of Clari plus Salesloft, put it: "the amount of AI native companies that come across my desk now that... are up for sale, you know, they've run out of funding... they grew to 2, 3, 4 million of ARR pretty quickly and then struggled with retention." His read is that everyone knows AI exists now, so driving real adoption "has become more important than ever." - Steve reframes the AI hype cycle as the next layer of infrastructure the industry will absorb, the way it absorbed cloud and big data. As he points out, "how many of us are gonna be talking about AI 3 years from now, 4 years from now?... when was the last time someone mentioned the cloud or Internet of Things or big data?" He expects AI to "layer into everything that we do," which is why he is embedding it into existing revenue workflows rather than fundamentally rebranding the company around it. - The one non-negotiable trait Steve screens for in every executive hire is low ego, because he believes "high ego kills innovation and kills speed." He pairs that with blunt clarity for a merged workforce, telling his first all-hands "It's okay to not to want to be here," so the people who do not buy into the combined company can find the exit fast instead of dragging it down. - Sam Jacobs, CEO of Pavilion, argues a profitable SaaS business with strong retention should ignore where the market trades today. "In the short term, markets are voting machines. In the long term, markets are weighing machines," he said, adding that if you are profitable with good retention, "your customers are voting for you on behalf of the market." The job, in his framing, is to be right long enough that you never have to tap the capital markets at the wrong moment. Connect with the Hosts & Guests: Host: Sam Jacobs, CEO at Pavilion - https://www.linkedin.com/in/samfjacobs/ Host: Asad Zaman, CEO at Sales Talent Agency - https://www.linkedin.com/in/azaman1/ Guest: Steve Cox, CEO at Clari + Salesloft - https://www.linkedin.com/in/steve-cox-588a2024/ Topline is more than a YouTube Channel: Subscribe to Topline Newsletter: https://toplinemedia.substack.com/ Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech: https://www.joinpavilion.com/topline-podcast Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast: https://www.joinpavilion.com/topline-slack Chapters: 00:00 Introducing Steve Cox 02:07 From Bananas to Enterprise Tech 03:05 Can SaaS Beat AI Startups? 04:33 AI Hype and the 95% Problem 06:57 The CEO Integration Playbook 10:27 Hiring for Low Ego 15:30 AI Startups Landing on His Desk 21:10 The SaaS vs AI Narrative War 26:23 Is Patience a Moat? 33:43 The Predictive Revenue System 38:21 Quiz Pro Quo 44:10 Merging Two Rivals 49:40 Culture After a Merger 59:03 Founder Mode vs Operators 1:02:48 Bulls and Bears

Solo Motorcycle Travel Through South America with Lala BarlowLala Barlow was working in musical theatre in Melbourne, Australia, when the pandemic brought the industry to a halt. Drawn to motorcycles, mountains, and Patagonia, she spent years preparing for a solo motorcycle journey through South America, including a four-month shakedown ride across Australia. Lala shares what it takes to plan a major adventure, travel alone in unfamiliar countries, manage fear and uncertainty, and ride through Peru, Bolivia, Argentina, Chile, and Patagonia. A conversation about preparation, perseverance, and turning a dream into reality.Links & ResourcesPhotos, links, and resources for this episodeMore episodes: Adventure Rider Radio and RAWSupport the show: Support ARRFollow Adventure Rider RadioInstagramFacebookAbout the PodcastSince 2014, Adventure Rider Radio has shared adventure motorcycle travel stories, Rider Skills, Deep Trouble episodes, tech and gear features, and conversations with riders from around the world. New episodes of ARR are released every Thursday, with new episodes of RAW released monthly on the 21st. ★ Support this podcast on Patreon ★

Days after ChatGPT launched, Intercom called it an “iPhone moment" and bet a $300 million ARR business that AI was the future of customer service. On this episode of Onward, Ben talks with Paul Adams, Chief Product Officer of Fin (formerly Intercom), about the pivot to AI customer service: why the decision was easier than you might think, why the culture change was brutal, and how the bet ended up strengthening the legacy business instead of killing it. Since Fundrise runs its own investor relations program on Fin, the episode doubles as a customer interview. They get into AI's effect on knowledge work, the risk of letting an agent write to a database, Claude Code as "magic," and why Paul calls himself a "delusional optimist" about what comes next.— For a deeper dive into these insights and more, be sure to listen to the full episode of the Onward podcast.Have questions or feedback about this episode? Drop us a note at Onward@Fundrise.com.Onward is hosted by Ben Miller, Co-Founder and CEO of Fundrise. Podcast production by The Podcast Consultant. Music by Seaplane Armada.About Fundrise:With over 2 million users, Fundrise is America's largest direct-to-investor alternative asset investment platform. Since 2012, our mission has been to build a better financial system by empowering the individual. We make it easier and more efficient than ever for anyone to invest in institutional-quality private alternative assets — all at the touch of a button.Please see fundrise.com/oc for more information on all of the Fundrise-sponsored investment funds and products, including each fund's offering document(s).Want to see the specific assets that make up and power Fundrise portfolios? Check out our active and past projects at www.fundrise.com/assets.More Info & DisclaimersThere are no guarantees investment holdings of the Fundrise Innovation Fund (the "Fund") will be successful.Investing in the Fund is speculative and involves substantial risks. You should purchase shares of the Fund only if you can afford a complete loss of your investment. Nothing in this material should be construed as tax advice, an offer, recommendation, or solicitation to buy or sell any security.Past performance does not guarantee future results. Current and future holdings are subject to risk, and returns of one portfolio company are not indicative of an investment in the Fund. For Fund performance and the most recent schedule of investments, visit GetVCX.com. The Fund's annual and semi-annual reports (Form N-CSR), quarterly portfolio holdings (Form N-PORT), and other periodic reports filed with the Securities and Exchange Commission are available on EDGAR at sec.gov and at GetVCX.com.The Innovation Fund is publicly registered under the Investment Company Act of 1940 as a non-diversified, closed-end management investment company.The Fund's portfolio will be concentrated in securities issued by technology companies and other investments that provide economic exposure to technology companies and as such, it may be subject to more risks than if it were broadly diversified across additional sectors and industries of the economy. Certain technology companies may face special risks that their products or services may not prove to be commercially successful. Technology companies are also strongly affected by worldwide scientific or technological developments, and as a result, their products may rapidly become obsolete.The Fund's investments in companies involved in, or exposed to, artificial intelligence-related businesses may be negatively impacted because of, among other things, limited product lines, markets, financial resources and/or personnel; intense competition and potentially rapid product obsolescence these companies may face; loss or impairment of intellectual property rights; and the inability to successfully develop products or services even after spending significant amount of resources.The Fund's investment in private company securities, whether made directly or indirectly (e.g., through derivatives or private pooled investment vehicles) are generally illiquid. Because private company securities are thinly traded, such securities may display especially volatile or erratic price movements, sometimes in response to relatively small changes in investor supply or demand or other market conditions.

Most AI failures won't come from a bad model. They'll come from bad data.Shashank Saxena spent most of his career on the buying side of enterprise technology before founding VNDLY which was acquired by Workday for $510 million. He then joined Sierra as a Managing Partner before going full time as Co-founder and CEO of Pantomath, a data operations center for enterprises that are betting their future on AI agents.We discuss why data quality is becoming one of the biggest challenges in enterprise AI. An AI agent fed bad data for 12 hours doesn't go rogue. It just makes 12 hours of wrong decisions: rejecting insurance claims, issuing credit cards, or drilling in the wrong location. As more business decisions are delegated to AI systems, companies will need far greater visibility into what is happening across their data infrastructure.Shashank also shares the decisions that led to VNDLY's acquisition, the advice he'd give founders evaluating acquisition offers today, and why a Michael Jordan analogy continues to motivate him as a second-time founder.If you're building enterprise software, selling to large companies, or trying to figure out whether experience is an asset or a liability in the AI era, this episode is for you.0:00 - Trailer01:00 - How Shashank became a second-time founder07:20 - Where Pantomath sits in the data stack10:55 - How a broken Tableau report turns mission-critical with AI12:55 - Who Pantomath sells to15:35 - Solving for a problem that doesn't exist yet19:03 - How have founder expectations changed today?20:31 - Series B companies pre- and post-AI21:26 - The Michael Jordan example23:57 - How a repeat founder chooses investors25:10 - What value Snowflake adds as a strategic investor27:05 - Data is not an open category today28:34 - The astounding Databricks outcome29:08 - The reality of the $100 million ARR number31:48 - Will non-human workers 100x in the next few years?36:00 - How to protect data in motion37:26 - How comfortable are we giving full access to agents?39:47 - Where is automation fastest today?42:09 - Why entrepreneurs tend to like uncertainty43:28 - Why Shashank chose to be a founder45:48 - A customer-driven $510M acquisition48:32 - Employees vs contractors in any organization51:22 - Building from Ohio vs the Bay Area53:14 - Learnings from selling to enterprises56:31 - How Shashank raised from Tier 1 US VCs59:19 - Heads down or network as a founder?1:02:47 - First-time vs second-time founder edge in AI1:06:22 - Hiring as a repeat founder1:08:08 - How enterprise sales has changed1:10:52 - How do you sell for a problem that isn't visible today?1:12:58 - Best piece of advice1:16:27 - The only advice for a founder considering M&A1:21:06 - Position yourself to be capable of taking risks1:24:51 - What matters to an enterprise buyer?-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us Fan Mail

“Todo el que se enoje contra su hermano, será llevado ante el tribunal.”Del santo Evangelio según san Mateo: 5, 20-26.Lectura y reflexión: Pbro. Efrén González Barbosa.En aquel tiempo, Jesús dijo a sus discípulos: «Les aseguro que si su justicia no es mayor que la de los escribas y fariseos, ciertamente no entrarán ustedes en el Reino de los cielos.Han oído que se dijo a los antiguos: No matarás y el que mate será llevado ante el tribunal. Pero yo les digo: Todo el que se enoje con su hermano, será llevado también ante el tribunal; el que insulte a su hermano, será llevado ante el tribunal supremo, y el que lo desprecie, será llevado al fuego del lugar de castigo. Por lo tanto, si cuando vas a poner tu ofrenda sobre el altar, te acuerdas allí mismo de que tu hermano tiene alguna queja contra ti, deja tu ofrenda junto al altar y ve primero a reconciliarte con tu hermano, y vuelve luego a presentar tu ofrenda.Arréglate pronto con tu adversario, mientras vas con él por el camino; no sea que te entregue al juez, el juez al policía y te metan a la cárcel. Te aseguro que no saldrás de allí hasta que hayas pagado el último centavo». Palabra del Señor. Gloria a ti, Señor Jesús.

היישר מהמשרדים של Cyera בניו יורק - גיא יושב עם יותם שגב, מנכ"ל ומייסד-שותף ב-Cyera, רגע לאחר ההכרזה על  גיוס של 600 מיליון דולר והשווי החדש של 12 מיליארד.יותם מסביר כיצד מהפכת ה-AI שינתה את שוק אבטחת המידע ואיך Cyera ממצבת את עצמה כתשתית קריטית לאימוץ בינה מלאכותית בארגוני ענק​ ומדוע הוא מכוון לבניית חברת ענק.בנוסף, הוא משתף בתובנות על הקשיים בשנה הראשונה, החשיבות של נוכחות פיזית במכירות אנטרפרייז, המעבר מתל אביב לניו יורק, והדרך שהחברה סוללת לעבר היעד השאפתני של מיליארד דולר הכנסות חוזרות.​פרק חובה לכל יזם.(00:00:00) גיוס של 600 מיליון דולר והשווי החדש של 12 מיליארד(00:02:56) מהפכת ה-AI והפיבוט מאבטחת מידע לתשתיות בינה מלאכותית(00:11:31) הצמיחה של סיירה והמעבר מישראל לניו יורק(00:19:09) המיינדסט של המייסדים: למה לא לעשות אקזיט מוקדם?(00:25:27) הקשיים בשנה הראשונה וחשיבות המכירות למייסדים(00:32:00) למה מנכ"ל חייב לבלות 50% מזמנו בפגישות פיזיות?(00:38:46) איך מתאימים את ארגון המכירות ללקוחות ענק(00:43:57) המסע של מנכ"ל בצמיחה מואצת(00:50:52) היעד הבא: מיליארד דולר הכנסות (ARR)

Les journalistes et experts de RFI répondent également à vos questions sur une proposition de l'opposition ivoirienne pour un nouvel organe électoral, un arbitre somalien refoulé des États-Unis et le scandale de chlordécone dans les Antilles françaises. Mali : quelles sont les raisons de la condamnation d'un agent français de la DGSE ?   Arrêté à Bamako en avril 2025 en même temps qu'une dizaine d'officiers maliens, un ressortissant français, membre des services de renseignement, a été condamné à 20 ans de prison au Mali pour « atteinte à la sûreté de l'État ». Que lui reproche la justice malienne ? Dans un contexte de relations tendues entre Bamako et Paris, quelle marge de manœuvre la France a-t-elle désormais face à cette condamnation ?  Avec Serge Daniel, correspondant régional de RFI sur le Sahel.     Côte d'Ivoire : que prévoit le nouvel organe électoral proposé par une partie de l'opposition ?  Un mois après la dissolution de la Commission électorale indépendante en Côte d'Ivoire, une coalition de dix partis d'opposition propose la création d'un « Haut Conseil électoral » pour remplacer l'ancienne structure. Portée par Simone Ehivet Gbagbo, l'ex-Première dame, qui a participé à l'élaboration du projet, cette proposition a été soumise au gouvernement. Mais concrètement, que changerait la mise en place de cette nouvelle instance ? Comment serait-elle composée ? Pourquoi les deux principales forces de l'opposition, le PDCI de Tidjane Thiam et le PPA-CI de Laurent Gbagbo, ne prennent-elles pas part à cette démarche ?   Avec Bineta Diagne, correspondante permanente de RFI à Abidjan.       Mondial 2026 : pourquoi un arbitre somalien désigné par la Fifa a-t-il été refoulé des États-Unis ?  Considéré comme l'un des meilleurs arbitres africains, le Somalien Omar Abdulkadir Artan a été sélectionné par la FIFA pour officier aux États-Unis lors de la Coupe du monde 2026. Mais à son arrivée à l'aéroport de Miami, il a été refoulé par les autorités américaines, malgré un visa que les autorités somaliennes assurent être parfaitement valide. Comment un arbitre officiellement désigné peut-il se voir interdire l'entrée dans le pays hôte ? Pourquoi la FIFA, pourtant organisatrice de la compétition, ne peut-elle pas s'opposer à une telle décision ? Avec Kévin Veyssière, expert en géopolitique du sport, auteur de « Mondial 2026 » (éditions Max Milo).       Scandale du chlordécone : comment dépolluer les sols antillais ?  Le Parlement français a reconnu à l'unanimité la responsabilité de l'État dans le scandale du chlordécone aux Antilles. Entre les années 1970 et 1990, cet insecticide a été utilisé dans les bananeraies de Guadeloupe et de Martinique, alors même que l'OMS alertait déjà sur sa dangerosité sur les habitants. Maintenant que cette responsabilité est officiellement reconnue, quelles mesures concrètes seront mises en place pour dépolluer les terres ?  Avec Hervé Macarie, chargé de recherche à l'IRD (Institut de recherche pour le développement), affecté à l'unité mixte de recherche IMBE, l'Institut méditerranéen de biodiversité et d'écologie marine et continentale.   À lire aussiChlordécone: les députés français pointent la responsabilité de l'État, les indemnisations dans le flou

En aquel tiempo, Jesús dijo a sus discípulos: “Les aseguro que si su justicia no es mayor que la de los escribas y fariseos, ciertamente no entrarán ustedes en el Reino de los cielos.Han oído que se dijo a los antiguos: No matarás y el que mate será llevado ante el tribunal. Pero yo les digo: Todo el que se enoje con su hermano, será llevado también ante el tribunal; el que insulte a su hermano, será llevado ante el tribunal supremo, y el que lo desprecie, será llevado al fuego del lugar de castigo.Por lo tanto, si cuando vas a poner tu ofrenda sobre el altar, te acuerdas allí mismo de que tu hermano tiene alguna queja contra ti, deja tu ofrenda junto al altar y ve primero a reconciliarte con tu hermano, y vuelve luego a presentar tu ofrenda.Arréglate pronto con tu adversario, mientras vas con él por el camino; no sea que te entregue al juez, el juez al policía y te metan a la cárcel. Te aseguro que no saldrás de allí hasta que hayas pagado el último centavo”.Mateo 5,20-26

In this episode, we sit down with Daniel Thulfaut, Head of Product at saas.group, one of Europe's most active SaaS acquirers. With 24 companies in the portfolio and more than €100M in ARR, Daniel has a unique perspective on how product organizations are evolving in the age of AI. We discuss why many product managers have spent the last decade acting as backlog managers rather than true product leaders, and why AI is now forcing a return to the fundamentals of product management: customer understanding, strategic thinking, prioritization, and decision-making. We also explore why "good enough" products are becoming easier than ever to build, why that raises the bar for SaaS companies, and what legacy SaaS businesses must do to stay competitive against a new generation of AI-native startups. Topics we cover include: • Why the traditional product manager role is changing rapidly • The difference between backlog management and real product leadership • Why AI makes customer discovery more important, not less • Why legacy SaaS companies struggle to realize the promised 10x AI productivity gains • The rise of the "product engineer" and what it means for teams • How feature flags, experimentation, and faster feedback loops change product development • Why shipping more features is not the same as creating more value • What CEOs and CPOs should do right now to prepare their product organizations for the future • Why understanding customer problems remains the most valuable skill in product management One of the most interesting takeaways from the conversation is that AI is not replacing product thinking. If anything, it's making it more valuable. When building becomes easier, deciding what to build becomes the real competitive advantage. If you're a founder, CEO, CPO, product leader, or anyone trying to navigate the future of SaaS, this episode is packed with practical insights and plenty of food for thought.

Both CrowdStrike (NASDAQ:CRWD) and Zscaler (NASDAQ:ZS) just reported strong results, 24% ARR growth and a 34% free cash flow margin for CrowdStrike, and 25% revenue growth with 600%+ year-over-year flexible booking growth for Zscaler. But the stocks couldn't be more different: CrowdStrike is up 56% over the last 12 months trading at 128x free cash flow, while Zscaler is down 54% and now trading at just 24x free cash flow. Simon Erickson breaks down what's actually driving the divergence and which one he'd buy today.The key story in both earnings reports is Falcon Flex and Z Flex, flexible subscription platforms that let enterprise customers bundle modules and swap product lines without being locked into rigid contracts. CrowdStrike's Falcon Flex is now $2 billion of its $5.5 billion ARR, up 99% year over year, with 26% of customers proactively renewing early. Zscaler's Z Flex bookings jumped from $65 million to $480 million in a single year. This flexibility is becoming the dominant go-to-market model in cybersecurity, and both companies are executing it well.So why is Zscaler so cheap? Conservative 2027 guidance of 15-16% growth, partly because of its Red Canary acquisition for AI agent security, spooked the market. But Simon argues this is classic Zscaler sandbagging: the company consistently beats conservative guidance, Red Canary is already exceeding internal expectations (guidance raised from $130M to $137M ARR), and at 7x sales and 24x free cash flow, the valuation gap versus CrowdStrike is hard to justify. His verdict: if he's buying one today, it's Zscaler.Stocks Mentioned:CrowdStrike (NASDAQ:CRWD)Zscaler (NASDAQ:ZS)SentinelOne (NYSE:S)ASML Holding (NASDAQ:ASML)Alphabet / Google (NASDAQ:GOOGL)#CrowdStrike #Zscaler #Cybersecurity #CybersecurityStocks #AIStocks #GrowthStocks #TechStocks #StockAnalysis #BuyTheDip #StocksToWatch #InvestingIn2026 #7investing #Simonerickson

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Ali quit his job a few months after ChatGPT launched, convinced AI would eat labor marketplaces like Upwork. With no co-founder and no code, he collected $12K from real customers—using a faked demo and a cloned voice. Then he pitched 100 VCs in 10 days and got 47 straight 'no's.In this episode, Ali breaks down how he banked $12K in revenue before writing a single line of code, how a $20/month Slack community drove Amigo's first $1M in ARR, and why he churned every existing customer to go all-in on $100K+ healthcare enterprise deals.Why You Should ListenWhy validation only counts when dollars exchange hands.How a $20/month paid community turned into $1M in ARR.Why he refunded every customer and churned 100% of his revenue.Why founders must sell the first $2M themselves before hiring an AE.Keywords startup podcast, startup podcast for founders, product market fit, finding pmf, AI agents, healthcare AI, enterprise sales, pre-seed fundraising, community-led growth, customer validation, pivot, Amigo AIChapters00:00:00 Intro00:08:37 From Upwork to Starting Amigo00:13:30 $12K in Revenue Before Writing Code00:23:24 Pitching 100 VCs in 10 Days00:30:20 47 No's—Then FOMO Took Over00:37:12 The $20/Month Community Behind the First $1M00:45:47 Churning 100% of Revenue on Purpose00:01:49 The Moment of True Product Market FitSend me a message to let me know what you think!

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

Michael Walrath, Chairman and CEO of Yext, returns to break down why the market has left a profitable, $400 million mid-cap public software company trading at one times revenue, even with over $100 million in EBITDA. He joins AJ Bruno and Asad Zaman to argue that the so-called SaaS apocalypse has almost no data behind it, that most AI layoffs are really a decade of go-to-market overhiring unwinding, and that boring compounders still out-return the hypergrowth darlings. Topics include how venture capital distorts software valuations, why no one is coming to help the 2021 unicorns stuck in broken cap tables, the great GTM despecialization, and the extend-and-pretend game inside venture funds. Plus, a Quiz Pro Quo on new business creation in the US and a Bulls and Bears debate on the future of mid-cap software and the stickiness of the AI platform. Read Michael's essay, No One's Coming to Help You: https://x.com/michaelpwalrath/status/2051364181237010778 Key Takeaways: - The market has left profitable mid-cap software for dead in favor of AI-native growth stories, and Michael Walrath, Chairman and CEO at Yext, leaned into how strange that is for a business that still prints cash. As he put it, "who's writing our obituary? It's the venture capitalists who are funding high-growth ARR companies," even as those same firms can't say what that ARR really means. - The loudest voices setting software valuations are venture investors, and Michael argued their certainty is out of step with their actual hit rate. He called them "remarkably sure of themselves for guys whose whole business model is being right 5 to 10% of the time," noting that being right much more often than that would mean a VC is playing it too safe. - Michael's answer to the hypergrowth-or-die mindset is that durable value comes from compounding cash flow, not chasing the next high-growth story. Pointing to a century of market history and operators like Berkshire Hathaway and Liberty Media, he said, "if you compound effectively, you will out-return these super high growth stories, unless those super high growth stories eventually become compounders." - A lot of the layoffs being blamed on AI may be a decade of go-to-market overhiring finally unwinding. Michael framed the skeptic's question directly: "is it really AI? Or is this a choice that you're making because you overhired for 10 years." Asad Zaman, CEO at Sales Talent Agency, agreed, pointing out that even inside the most AI-native companies he visits, the fundamental way the business runs has not really changed. Connect with the Hosts & Guests: Host: AJ Bruno, CEO at QuotaPath - https://www.linkedin.com/in/ajbruno3/ Host: Asad Zaman, CEO at Sales Talent Agency - https://www.linkedin.com/in/azaman1/ Guest: Michael Walrath, Chairman & CEO at Yext - https://www.linkedin.com/in/michael-walrath-b63166/ Topline is more than a YouTube Channel: Subscribe to Topline Newsletter: https://toplinemedia.substack.com/ Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech: https://www.joinpavilion.com/topline-podcast Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast: https://www.joinpavilion.com/topline-slack Chapters:  00:00 Cold Open and Intro 02:33 Dead But We Just Don't Know It 08:47 Narrative Violations and Hype 11:00 VCs Right 10% Of The Time 14:22 Whose Case Are You Making? 19:20 Why Boring Compounders Win 24:55 The SaaS Apocalypse Myth 28:47 Are AI Layoffs Really AI? 36:16 The Great GTM Despecialization 39:55 Quiz Pro Quo 48:54 No One Is Coming To Help You 55:11 Extend And Pretend 1:01:41 Doubling Cash Flow In 5 Years 1:04:17 Bulls and Bears 1:07:30 What's The AI Moat?

Jacob Lauritzen serves as the CTO at Legora, the fastest growing B2B enterprise company in history; hitting $100 million in ARR in just 18 months . Legora boasts a valuation of $5.6BN and has raised a total of $866 million in funding. Legora's investors include the likes of Accel, Benchmark, and Bessemer Venture Partners, alongside strategic tech giants NVIDIA (NVentures) and Salesforce Ventures. AGENDA:  05:01 - How to Hire the Best Product Talent in 2026 06:21 - The New Product Bottleneck: Shifting Beyond Code Creation 09:24 - System Design vs. Code Creation: The Future Role of the Engineer 14:04 - The Evolving Software Development Lifecycle & The Death of the Design Phase 22:23 - Will Product and Engineering Fully Converge? 29:16 - Scalability and UX: Designing for 10x vs. 100x Spikes 38:15 - Scaling the Organization: What Breaks with a 250 Person Product Team 47:05 - Quick-Fire Round: Hyper-Growth Tactics & Out-Working the Giants  

A Fidesz 30 éves mélyponton, történelmi Tisza-előny, Sulyok Tamás és a Velencei Bizottság, uniós pénzek, ukrán-magyar megállapodás, képviselői fizetések és a pártokon átívelő parkfenntartási korrupciós ügy – bőven volt miről beszélnie Lakner Zoltánnak és Benyó Ritának az Elemzőben.Arról is szó volt, mi lehet a Tisza-kormány első nagy jogállamisági tesztje: hogyan lehet helyreállítani a kiüresített intézményeket úgy, hogy abból ne legyen veszélyes precedens. És arról is beszélgettünk, mit jelent, ha az elszámoltatásban egyszerre kell elfogadnunk az ártatlanság vélelmét és azt is, ha a számunkra rokonszenves politikusokról derül ki kellemetlen igazság.00:00 - Sulyok, jogállamiság, alkotmányozás 18:22 - EU pénzek hazahozatala 28:03 - Závecz: történelmi Tisza-előny, 30 éves Fidesz-mélypont34:00 – Ukrán-magyar megállapodás: mi változott valójában? 45:19– Képviselői fizetések: jelkép vagy valódi spórolás? 52:59 – A koptált ellenzék és a rendszer anyagi logikája 59:03 – Őrsi Gergely ügye: hogyan nézzünk a saját kedvenceinkre?Válasz Online webshop:https://www.valaszonline.hu/termek/valasz-offline-no-5-erdely-akciok-ablonczy-balint/____Lakner Zoltán új könyve: https://www.partizan.hu/product-page/lakner-zolt%C3%A1n-alakulhatott-volna-j%C3%B3l-isLegyél rendszeres támogató!https://cause.lundadonate.org/partizan/adomany—Csatlakozz a Partizán közösségéhez, értesülj elsőként eseményeinkről, akcióinkról!https://csapat.partizanmedia.hu/forms/maradjunk-kapcsolatban—Legyél önkéntes!Csatlakozz a Partizán önkéntes csapatához:https://csapat.partizanmedia.hu/forms/csatlakozz-te-is-a-partizan-onkenteseihez—Iratkozz fel tematikus hírleveleinkre!Partizán Szerkesztőségi Hírlevélhttps://csapat.partizanmedia.hu/forms/iratkozz-fel-a-partizan-szerkesztoinek-hirlevelereHeti Feledyhttps://csapat.partizanmedia.hu/forms/partizan-heti-feledy—Írj nekünk!Ha van egy sztorid, tipped vagy ötleted:szerkesztoseg@partizan.huBizalmas információ esetén:partizanbudapest@protonmail.com(Ahhoz, hogy titkosított módon tudj írni, regisztrálj te is egy protonmail-es címet.)Támogatások, események, webshop, egyéb ügyek:info@partizan.hu

As we celebrate 12 years of Adventure Rider Radio motorcycle podcast, we're bringing back a story that still resonates today. Drawn together by motorcycles and a shared curiosity about the world, Maryna Matthew and Paul Knibbs left behind the security of established careers to pursue a life of adventure. Their journey is a powerful reminder that some of life's greatest opportunities begin with a single decision: to stop waiting and simply say yes.Links & ResourcesPhotos, links, and resources for this episodeMore episodes: Adventure Rider Radio and RAWSupport the show: Support ARRFollow Adventure Rider RadioInstagramFacebookAbout the PodcastSince 2014, Adventure Rider Radio has shared adventure motorcycle travel stories, Rider Skills, Deep Trouble episodes, tech and gear features, and conversations with riders from around the world. New episodes of ARR are released every Thursday, with new episodes of RAW released monthly on the 21st. ★ Support this podcast on Patreon ★

Miguel Sousa Tavares comenta a mais recente proposta de Montenegro que funde várias prestações sociais numa única, com novas obrigações de trabalho social, "quem não cria hábitos de trabalho, dificilmente vai gostar de trabalhar". Analisa ainda as consequências da saída de imigrantes do país, "quem é que os vai substituir?", o caos "impensável" no aeroporto de Lisboa, a falta de reformas do Governo e as criticas de Passos Coelho: "Uma pessoa que geriu tão bem o silêncio, deu cabo dessa imagem". Falamos das Praias, na Arrábida e não só, "Só espero que não se transformem numa batalha campal" e acabamos a falar de Trump que se terá enfurecido com o amigo israelitaSee omnystudio.com/listener for privacy information.

Brendan Foody is the Founder and CEO @ Mercor, one of the leading data providers to the largest labs on the planet including OpenAI. In the last two years, Brendan has scaled the company to $1.5BN in ARR and a valuation of $10BN.  AGENDA:  True or False: Mercor lost Meta and OpenAI as a customer with the hack? Mercor has been poaching competitor talent, paying them millions?  Mercor revenue is not real revenue and is only GMV? 12:56 Would Brendan sell Mercor for $30 billion?  14:23 Why everyone is wrong that AI will lead to labor displacement? 15:59 We will create many new jobs that do not exist with AI.  16:59 Why training agents will be a massive labor category that does not exist today  19:51 Will we see the data provider market unbundle and specialize into verticals?  22:24 Is the stated revenue really revenue or is it really GMV?  27:55 How a 1 million ARR company secured one of the best investors in the world with a helicopter ride  29:41 How Felicis secured the deal of the decade with a race track and a set of Ferraris  32:59 Which investment round felt like the highest price to grow into?  34:49 Why will value accrue to the infrastructure layer, not the application layer, in the next 12 months?  35:46 Why the model is the product and why application layer companies should be scared as a result  37:22 Why network effects will be the determinant of value creation  38:46 Why the forward-deployed motion, not the GTM motion, will determine true value creation.  41:59 Why token spend within organizations is going to continue to increase  43:54 Why agent evaluation to commoditize the model layer will be a massive business for enterprises?  51:13 Why we should have increased capital gains tax  01:01:31 How to compete with $20 million a year from Meta?  01:08:49 Will Mercor go public and when?  

There is a very loud version of entrepreneurship online right now: quit the job, burn the safety net, go all in, and figure it out later. I get the appeal. I also think that advice can get expensive very quickly, especially when the business has not been validated yet. Mike Shannon joins me to talk about the much messier, smarter side of starting a business. Mike has built multiple companies, appeared on Shark Tank, worked in AI, and wrote Sweaty Equity, a book about the unglamorous middle of entrepreneurship. His story is not the polished founder myth. It is Shark Tank one day, Chicago Bulls laundry room the next, then years of pivots, investor pressure, customer discovery, and learning how to actually build something that works. If you are a corporate professional, side hustler, first-time founder, or future entrepreneur wondering whether you should quit your job to start a business, this conversation is your reality check. We talk about why keeping your day job can create runway, why "build the thing, sell the thing" matters more than startup hype, and how to use messy action without blowing up your career stability. Inside this episode • Why quitting your job too early can create unnecessary founder pressure • How Mike Shannon went from Shark Tank with Mark Cuban to the Chicago Bulls laundry room • Why business validation matters more than investor validation • The simple startup framework: build the thing, sell the thing • How customer discovery helps you avoid forcing the wrong idea into the market • What Sweaty Equity reveals about the messy middle of entrepreneurship What's one "corporate game" rule you've learned the hard way?

Merci à Boualem Sansal d'être venu sur LegendBoualem Sansal est un écrivain franco-algérien connu pour ses livres engagés et ses critiques du régime algérien et de l'islamisme. Arrêté en Algérie en 2024 après plusieurs prises de position politiques, il est devenu une figure de la liberté d'expression. Pour Legend, il est venu raconter son histoire, son arrestation et les combats qu'il mène à travers ses livres. Retrouvez ses livres par ici

One of the most frightening situations a rider can face is realizing the bike won't slow down on a long, steep mountain descent. That's exactly what happened to Seth Cooper in Costa Rica. In this episode of DEEP TROUBLE, Seth shares how a rented KTM 690 Enduro R, an unfamiliar mountain road, and a series of seemingly manageable decisions combined to create a genuine survival situation. It's a story about risk, assumptions, bike condition, route choice, and how options can disappear faster than you expect.Links & ResourcesPhotos, links, and resources for this episodeMore episodes: Adventure Rider Radio and RAWSupport the show: Support ARRFollow Adventure Rider RadioInstagramFacebookAbout the PodcastSince 2014, Adventure Rider Radio has shared adventure motorcycle travel stories, Rider Skills, Deep Trouble episodes, tech and gear features, and conversations with riders from around the world. New episodes of ARR are released every Thursday, with new episodes of RAW released monthly on the 21st. ★ Support this podcast on Patreon ★

Jake Stauch is the co-founder and CEO of Serval, the AI-native enterprise service management platform. Serval was founded in 2024 and has already raised over $125M across rounds led by Redpoint and Sequoia at a $1B+ valuation. Before Serval, Jake spent five years on the product team at Verkada and earlier founded NeuroPlus, a brain-sensing hardware company that made video games for kids with ADHD.In this episode of Summation, Jake and Auren discuss:Why Anthropic has added more ARR in the past few months than ServiceNow has in the past 20 yearsThe "forward deployed engineer" hire and why he recruits future founders instead of solutions engineersWhy talent density is the only remaining moat in the age of AIThe Silicon Valley collusion around not poaching each other's employeesYou can find Auren Hoffman on X at @auren and Jake Stauch on X at @jakeserval

Owner.com is approaching $100M ARR selling to independent restaurants and their GTM team is producing numbers that shouldn't be possible. $150K AEs closing $2M+ ARR per year. Outbound BDRs generating $100K in closed-won ARR per BDR per month. 4X the ARR per rep compared to direct competitors. None of that happens by accident.  In this session, Kyle Norton, CRO at Owner.com, breaks down the exact AI-driven GTM playbook that got them there, including 5 decisions he believes every SaaS company needs to make right now before the gap between AI-native and AI-curious companies becomes impossible to close. What you'll learn: 1. Centralized vs. decentralized AI: why letting a thousand flowers bloom is probably killing your results 2. Build vs. buy: the 5-question framework (hint: buy your infrastructure, build your intelligence) 3. The AI sophistication ladder — Levels 0 through 4, where most companies are stuck, and exactly how to move up 4. The "5 P" prioritization framework for deciding which AI projects to tackle first 5. Agentic vs. assistive: how to think about human-in-the-loop and why chaining too many generative steps is the #1 cause of AI slop 6. Why your personal compounding AI stack is your most underrated competitive asset This isn't theory. This is what $100M ARR in a notoriously difficult SMB market actually looks like when you go all-in on applied AI.

Chad Peets is one of the most straight-talking, no BS sales leaders of our time. Today, he partners with founders of the fastest growing companies in the world, like Harvey, Factory to build the best sales teams in a world of AI.    Chris Degnan is a legendary technology sales leader who achieved the historic feat of scaling Snowflake from $0 to $4BN in ARR.  AGENDA: 00:00 – The $100M CRO Packages Nobody Believes Are Real 04:10 – Why Most "Elite" Salespeople Are Actually Just Order Takers 08:00 – The Secret to Hiring Killer Sales Talent at Early-Stage Startups 10:05 – 20x Quotas & The Death of Traditional Pipeline Generation 16:20 – The ARR Scam: Why Most AI Revenue Numbers Are Fake 17:45 – Why the Best Engineers Do Not Want to Be Forward Deployed Engineers 21:10 – Why Paying Everyone the Same Kills Great Sales Organisations 24:15 – Anthropic's Crazy Compensation Is Breaking the Entire Sales Market 29:00 – The Brutal Truth About Replacing CROs & Firing Sales Leaders 32:20 – Forecasting in AI Is Completely Broken 38:20 – The Fatal Mistake Founders Make Chasing Venture Valuations 39:40 – Why Most VCs Give Absolutely Terrible Sales Advice 42:10 – Global Sales From Day One: The New AI Go-To-Market Playbook 44:15 – "Anthropic Is a $5 Trillion Company" 47:40 – The Death of the Traditional SDR & The Rise of Full-Stack AI Sellers 49:00 – Consumption Pricing, Vertical AI & Why SaaS Is Getting Rewritten 52:00 – What the Best Sales Cultures Still Get Right in the AI Era    

A Solo Motorcycle Journey Across Morocco, Europe, and the Sahara Desert in Search of Freedom, Simplicity, and a Slower Way of LivingWhat happens when someone who's spent a lifetime chasing schedules, productivity, and control suddenly trades it all for the uncertainty of the open road on a motorcycle? After retiring from finance, Rob Bridges set off alone across Morocco, Europe, and the Sahara Desert on a six-month motorcycle journey—only to discover that the hardest part of the adventure wasn't the riding, but learning how to slow down.Links & ResourcesPhotos, links, and resources for this episodeMore episodes: Adventure Rider Radio and RAWSupport the show: Support ARRFollow Adventure Rider RadioInstagramFacebookAbout the PodcastSince 2014, Adventure Rider Radio has shared adventure motorcycle travel stories, Rider Skills, Deep Trouble episodes, tech and gear features, and conversations with riders from around the world. New episodes of ARR are released every Thursday, with new episodes of RAW released monthly on the 21st. ★ Support this podcast on Patreon ★