Podcasts about ARR

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

Beaucoup d'entrepreneurs disent qu'on ne peut pas refuser une vente. C'est faux!Tu as sûrement déjà accepté un client en ignorant la petite voix dans ta tête qui te disait de ne pas t'embarquer là-dedans...Ta récompense, pour ne pas avoir écouté ton intuition, fut des semaines de maux de tête et de stress au coeur d'une relation énergivore et désagréable.Depuis 2008, j'ai développé une vision claire de qui sont les bons clients (clients riches) et de qui sont les clients à éviter (clients pauvres).J'ai compris (même s'il m'arrive encore de faire des erreurs) qu'apprendre à dire NON est essentiel à la pérennité de ton entreprise.Dans cet épisode du Pascal Jette Show, je te partage un concept qui va changer ta façon de filtrer tes prospects: le client riche versus le client pauvre.Au programme de cet épisode:Les red flags absolus: comment repérer un client "pauvre" avant même qu'il ne sorte sa carte de crédit.Le filtre automatique: ma méthode pour n'attirer et ne convertir que des clients riches (ceux qui appliquent et obtiennent des résultats).Mes erreurs de parcours: les anecdotes concrètes de ma carrière depuis 2008 qui m'ont coûté cher, pour que tu puisses les éviter.Arrête de sacrifier ta paix d'esprit pour un virement Stripe!

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

Tu livres, tu factures, tu recommences. Et si tu t'arrêtes 30 jours demain, il rentre quoi sur ton compte ?

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

Ethnologue brillante et résistante engagée, elle rejoint très tôt les réseaux de la Résistance française pendant la Seconde Guerre mondiale. Arrêtée en 1942, elle est déportée dans le camp de Ravensbrück, où elle survit à l'impensable tout en observant, analysant et documentant l'univers concentrationnaire. Mais Germaine Tillion ne se contente pas de survivre. À son retour, elle devient l'une des premières à enquêter rigoureusement sur le système des camps nazis, brisant le silence et l'oubli. Plus tard, elle s'engage aussi contre la torture pendant la guerre d'Algérie, refusant toute forme d'injustice, quel qu'en soit le camp. D'une guerre à l'autre À Ravensbrück, Germaine Tillion résiste à la barbarie en écrivant, en transmettant son savoir et en entretenant l'espoir parmi les détenues. Libérée en 1945 après la mort de sa mère dans le camp, elle se consacre à témoigner des crimes nazis et à défendre la justice sans céder à la haine. Plus tard, durant la guerre d'Algérie, elle tente de faire triompher le dialogue face à la violence. Toute sa vie, elle restera fidèle à son profond humanisme. Crédits : Production : Bababam  Textes : Pierre Serisier Voix : Anne Cosmao, Aurélien Gouas Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

Ethnologue brillante et résistante engagée, elle rejoint très tôt les réseaux de la Résistance française pendant la Seconde Guerre mondiale. Arrêtée en 1942, elle est déportée dans le camp de Ravensbrück, où elle survit à l'impensable tout en observant, analysant et documentant l'univers concentrationnaire. Mais Germaine Tillion ne se contente pas de survivre. À son retour, elle devient l'une des premières à enquêter rigoureusement sur le système des camps nazis, brisant le silence et l'oubli. Plus tard, elle s'engage aussi contre la torture pendant la guerre d'Algérie, refusant toute forme d'injustice, quel qu'en soit le camp. L'enfer de Ravensbrück Trahie par un agent double infiltré dans la Résistance, Germaine Tillion est arrêtée par la Gestapo en 1942. Pendant plus d'un an de détention, elle refuse de céder, documente clandestinement ce qu'elle observe et organise la solidarité entre prisonnières. Déportée à Ravensbrück sous le statut « Nuit et Brouillard », elle découvre l'univers concentrationnaire dans toute son horreur. Entre maladie, travail forcé et mort omniprésente, elle s'accroche à ce qui l'a toujours guidée : résister, comprendre et témoigner. Crédits : Production : Bababam  Textes : Pierre Serisier Voix : Anne Cosmao, Aurélien Gouas Learn more about your ad choices. Visit megaphone.fm/adchoices

Egy évtizedeken át működő, párthatárokon átívelő pénzügyi-politikai rendszer is bukik most Molnár Zsolttal együtt, mondja Kerényi György, aki hat évvel ezelőtt elsőként tárta fel a most hatósági akciók középpontjába került parkfenntartói cégháló működését. A Szabad Európa volt újságírója szerint az önkormányzati megrendelésekből származó pénzek az illegális pártfinanszírozás egyik csatornáját jelenthették, amelyben szocialista és fideszes szereplők egyaránt érintettek lehettek. Arról is beszél, miért volt érdeke a Fidesznek életben tartani a saját ellenzékét, hogyan akadályozta a régi MSZP-elit Botka László kísérletét, és miért tart attól Kerényi, hogy a harminc év alatt kiépült mély struktúrák egy politikai váltást is túlélhetnek. A műsorvezető Benyó Rita.

Ethnologue brillante et résistante engagée, elle rejoint très tôt les réseaux de la Résistance française pendant la Seconde Guerre mondiale. Arrêtée en 1942, elle est déportée dans le camp de Ravensbrück, où elle survit à l'impensable tout en observant, analysant et documentant l'univers concentrationnaire. Mais Germaine Tillion ne se contente pas de survivre. À son retour, elle devient l'une des premières à enquêter rigoureusement sur le système des camps nazis, brisant le silence et l'oubli. Plus tard, elle s'engage aussi contre la torture pendant la guerre d'Algérie, refusant toute forme d'injustice, quel qu'en soit le camp. Dans les premiers rangs de la Résistance Après la défaite de 1940, Germaine Tillion refuse la résignation et s'engage dans les premiers réseaux de Résistance. Au cœur d'une organisation clandestine née autour du musée de l'Homme, elle collecte des renseignements, aide les prisonniers et organise des filières d'évasion. Confrontée aux arrestations, aux infiltrations et à la répression nazie, elle poursuit son combat sans relâche. L'exécution de plusieurs de ses camarades fait de cette lutte une affaire plus personnelle encore. Crédits : Production : Bababam  Textes : Pierre Serisier Voix : Anne Cosmao, Aurélien Gouas Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we discuss how some VCs and founders inflate or frame ARR to make startups look stronger for the press. We also look at why these numbers matter, how they shape public perception, and what it means for trust in the startup ecosystem. Our AI Hustle Skool Community: https://www.skool.com/aihustleGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

Le bien-être au travail ne dépend pas uniquement de votre entreprise.Il dépend aussi de petites habitudes que vous répétez chaque jour… souvent sans même vous en rendre compte.Dans cet épisode, je partage 5 actions simples qui peuvent avoir un impact énorme sur votre énergie, votre stress et votre équilibre professionnel.Je parle des premières minutes de la journée, des vraies pauses, du piège du perfectionnisme, de notre tendance à oublier ce qui va bien et de l'importance vitale de la déconnexion mentale.Parce qu'honnêtement, le bien-être n'est pas seulement une question de grandes décisions. Il se construit souvent dans les petits choix du quotidien.NOUVEAU : retrouvez moi sur WhatsApp sur la chaîne Happy Work... pas de spam, c'est gratuit et il n'y a que du feelgood !!! : https://whatsapp.com/channel/0029VbBSSbM6BIEm0yskHH2gEt pour retrouver tous mes contenus, tests, articles, vidéos : www.gchatelain.comDÉCOUVREZ MON AUTRE PODCAST, HAPPY MOI, LE PODCAST POUR PRENDRE SOIN DE VOUS, VRAIMENT: lnk.to/sT70cYbien-être au travail stress travail charge mentale équilibre vie professionnelle qualité de vie au travail santé mentale déconnexion productivité happy work gaël chatelain-berry00:00 – Introduction : et si le bien-être dépendait aussi de vos habitudes ?00:49 – Arrêter de commencer ses journées en mode urgence02:03 – Faire de vraies pauses pour recharger son cerveau03:04 – Renoncer à la quête de perfection permanente04:20 – Nourrir davantage les moments positifs du quotidien05:29 – Apprendre à vraiment déconnecter du travail06:39 – Construire son bien-être grâce à de petites habitudes Soutenez ce podcast http://supporter.acast.com/happy-work. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

In this episode, we discuss how some VCs and founders inflate or frame ARR to make startups look stronger for the press. We also look at why these numbers matter, how they shape public perception, and what it means for trust in the startup ecosystem. Our AI Hustle Skool Community: https://www.skool.com/aihustleGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ethnologue brillante et résistante engagée, elle rejoint très tôt les réseaux de la Résistance française pendant la Seconde Guerre mondiale. Arrêtée en 1942, elle est déportée dans le camp de Ravensbrück, où elle survit à l'impensable tout en observant, analysant et documentant l'univers concentrationnaire. Mais Germaine Tillion ne se contente pas de survivre. À son retour, elle devient l'une des premières à enquêter rigoureusement sur le système des camps nazis, brisant le silence et l'oubli. Plus tard, elle s'engage aussi contre la torture pendant la guerre d'Algérie, refusant toute forme d'injustice, quel qu'en soit le camp. Une soif de savoir insatiable Germaine Tillion consacre sa jeunesse à comprendre les peuples et les cultures. De ses recherches dans les Aurès algériens à ses voyages dans une Allemagne gagnée par le nazisme, elle observe les bouleversements de son temps avec lucidité. Lorsque la France capitule en 1940, cette femme de conviction refuse la résignation et choisit d'entrer en Résistance. Crédits : Production : Bababam  Textes : Pierre Serisier Voix : Anne Cosmao, Aurélien Gouas Learn more about your ad choices. Visit megaphone.fm/adchoices

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?

Patrick Moorhead and Daniel Newman cover Daniel's acquisition of Enterprise Technology Research, IBM's historic $15 billion single-day commitment spanning quantum and open-source security, Anthropic's Claude Opus 4.8, and the heaviest single earnings night of the season featuring Dell, Marvell, Salesforce, Synopsys, Snowflake, HP, and Micron crossing $1 trillion in market cap. The handpicked topics for this week are: Anthropic Releases Claude Opus 4.8: Six Weeks After 4.7 Anthropic dropped Opus 4.8 just six weeks after 4.7, claiming it surpasses GPT-5.5 and Gemini 3.1 Pro on agentic coding, knowledge work, and computer use. Benchmark improvements across the board: agentic coding up from 64.3% to 69.2%, knowledge work from 1753 to 1890, agentic computer use from 82.8% to 83.4%. Three new features ship alongside it: Dynamic Workflows for multi-subagent orchestration inside Claude Code, Effort Control for managing token spend, and mid-task system messages via the API. Fast mode is now 2.5x faster and 3x cheaper. Pat's honest take: what it says on paper is good, particularly on tool triggering and citation precision, but he has lost significant trust in the company and is watching closely. (The Decode)   IBM Commits $10 Billion to Quantum: The Largest Single Quantum Bet in History IBM announced a $10 billion commitment over five years targeting a large-scale fault-tolerant quantum computer by 2029, landing the same day as the $5 billion Project Lightwell announcement for a single-day IBM strategic commitment of $15 billion. Pat has been calling 2029 to 2031 as the realistic commercial quantum window and calls this the strongest single corporate financial signal yet that the timeline is real. Daniel's framing: IBM wants to be the NVIDIA of quantum, and with a $10 billion commitment, it's sending a flare to the entire industry that pure-play quantum companies cannot compete at this balance sheet level. (The Decode)   IBM and Red Hat Launch Project Lightwell: $5B to Secure Open-Source Software IBM and Red Hat committed $5 billion and a global force of 20,000 engineers to secure open-source software for enterprises through frontier agentic AI, anchored by 11 of the largest US and Canadian banks including Bank of America, Goldman Sachs, JPMorgan Chase, Mastercard, and Visa. Pat's read: this is the productization answer to Anthropic Mythos. Mythos found the vulnerabilities. Lightwell is the industrial-scale patching and validation layer enterprises can actually buy on a subscription. Daniel adds that IBM is flexing its engineering talent base as a premium strategic asset, a direct counter to the narrative that AI replaces engineers. (The Decode)   Anthropic Project Glasswing: 23,000 Vulnerabilities Found Across 1,000 OSS Projects Anthropic's Claude Mythos scanned more than 1,000 widely deployed open-source projects and surfaced approximately 23,000 candidate vulnerabilities, with 1,094 confirmed as critical severity. The Cyber Verification Program now gates the strongest cyber-capable Claude variant behind vetted defenders only. While the tool creates real value, the surface of attack will likely grow as fast as any tool built to defend it. (The Decode)   Anthropic in Talks to Run Claude on Microsoft Maia 200 CNBC and The Information reported Microsoft is in active negotiations to supply Anthropic with its custom Maia 200 inference chip, which would make Anthropic the only frontier lab simultaneously running production workloads on four distinct silicon stacks: NVIDIA, AWS Trainium, Google TPU, and Microsoft Maia. Pat's context: Maia 200 delivers 30% better tokens per dollar than the latest Azure fleet per Satya Nadella, and this deal would be Maia's first major external deployment. Daniel's read: what can be built will be sold right now, and Anthropic chasing every available compute source is simply the structural reality of growing at 80x when you planned for 10x. (The Decode)   The Flip: Is AI CapEx Too Expensive to Earn Its Return? Pat takes the affirmative. With $725 billion in hyperscaler CapEx tracking for 2026, likely $1 trillion next year, memory has become the choke point making it even more expensive, and open-source models have closed enough of the quality gap for most enterprise tasks that the premium of frontier APIs is increasingly hard to justify. A recent Signal65 white paper shows on-prem payback at 18 months. Daniel's counter: Dell just booked $24 billion in AI orders in a single quarter. Agentforce crossed $1 billion ARR at 169% growth. NVIDIA guided to $91 billion. Only 20% of enterprises are using AI and only 2% of consumers. Both hosts admitted off the flip their notes looked nearly identical. (The Flip)   Micron Crosses $1 Trillion Market Cap Micron became the 12th US company ever to cross $1 trillion in market cap, surging 19% on May 26th as UBS raised its price target to $1,625, implying a $1.8 trillion market cap. Samsung's Q1 memory ASP jumped 146% year over year. DRAM spot prices spiked 55 to 60% quarter over quarter. Daniel has been pounding this call since sub-$100 and calls it a cycle elongated beyond anything seen in the 27 prior memory cycles, driven by HBM capacity reallocation away from consumer DRAM creating structural shortage. (Bulls and Bears)   Dell Technologies Q1 FY27: The Biggest Enterprise AI Infrastructure Print of 2026 Record $43.8 billion revenue, up 88% year over year, crushing the $35.7 billion consensus by $8 billion. AI-optimized servers at $16.1 billion, up 757% year over year. $24.4 billion in AI orders booked in a single quarter. FY27 AI server revenue guide raised from $50 billion to $60 billion. Non-GAAP EPS of $4.86 beat the $2.96 consensus by 64%. Stock up 18% after hours. Pat's framing: Dell was very clear about what they were going to do. Rack engineering, sales, and service. The basics. And they executed the basics at an extraordinary level while building a special relationship with NVIDIA who views Dell as a market maker for both enterprise and NeoCloud. Daniel's add: play nice and win. Michael Dell navigated the political landscape brilliantly and pulled the entire Dell brand along with him. (Bulls and Bears)   Marvell Technology Q1 FY27: Record Revenue, Data Center at 76% of Mix Record $2.418 billion revenue, up 28% year over year. Data center at $1.833 billion, up 27% year over year, now 76% of total revenue. Q2 guide of $2.7 billion at midpoint accelerates growth to 35% year over year. Operating cash flow a record $638.8 million. Daniel went on TV and said it's "written in the stars," arguing the market had misunderstood this one for too long by conflating its custom AI ASIC story with the full breadth of its connectivity and networking portfolio. Pat's closing: the shorts are eating it now and the custom AI ASIC versus merchant GPU debate is finally settling into the right answer, which is both in lockstep. (Bulls and Bears)   Salesforce Q1 FY27: Agentforce Crosses $1 Billion ARR Revenue $11.13 billion, up 13% year over year. Non-GAAP EPS of $3.88 crushed the $3.12 consensus by 24%. Agentforce ARR crossed $1 billion, up 169% year over year, with 28.6 trillion tokens processed, up 152% quarter over quarter. 50% of Agentforce bookings came from existing customers expanding. Daniel flagged the $25 billion accelerated buyback funded by new debt as an interesting signal worth watching. Pat's bottom line: it's not perfect, but certainly no "SaaSpocalypse" in those numbers. (Bulls and Bears)   Synopsys Q2 FY26: First Full Quarter With Ansys Integrated Revenue $2.276 billion, up 42% year over year, beating consensus. Non-GAAP EPS of $3.35 beat $3.15. FY26 guide raised to $9.665 billion midpoint. Daniel's framing: every chip runs through Synopsys tools, and the Ansys addition makes it the full-stack co-design platform Jensen Huang keeps talking about. Synopsys is not just the pick and shovel of current AI silicon. It is the pick and shovel of quantum, robotics, and space as well. (Bulls and Bears)   Snowflake Q1 FY27: Strongest Sequential Dollar Growth in Company History Product revenue $1.33 billion, up 34% year over year, the strongest sequential dollar growth in Snowflake history. Net revenue retention 126%. FY27 product revenue guide raised to $5.84 billion. Natoma acquisition announced for secure agentic enterprise connectivity. New $6 billion multi-year AWS commitment. Daniel's closing: proprietary unique data is the real moat of the agentic era, and that data has to live somewhere. It is going to go to platforms like Snowflake. (Bulls and Bears)   HP Inc. Q2 FY26: Eight Straight Quarters of Growth With AI PCs at 44% of Shipments Revenue $14.4 billion, up 9% year over year, the company marks its eighth consecutive quarter of top-line growth. Non-GAAP EPS of $0.86 beat the prior guide. Personal Systems at $10.2 billion, up 13%, with 30% operating profit growth. AI PCs jumped from 35% to 44% of shipments quarter over quarter, with HP guiding to 60 to 70% next fiscal year. FY26 EPS guide raised. Pat's note: they still need a permanent CEO, which would help investors sleep better at night. Daniel's add: the real explosive moment for device companies comes when AI moves to the edge and enterprises shift from expensive frontier model consumption to on-device inference. (Bulls and Bears)   Everpure Q1 FY27: Record Revenue, Rebrand Complete Record revenue of $1.1 billion, up 35% year over year. Product revenue $577 million, up 55%. Subscription ARR at $2 billion. FY27 guide raised to $4.41 to $4.51 billion. Pure Storage officially completed its rebrand to Everpure. Daniel's emerging thesis: the agentic era has focused enormous attention on memory and compute, but after the inference runs, the data has to sit somewhere. Storage has not seen its full inflection yet and Everpure is well positioned when that wave arrives. (Bulls and Bears)   The Decode Anthropic Releases Claude Opus 4.8 May 28  https://techcrunch.com/2026/05/28/anthropic-releases-opus-4-8-with-new-dynamic-workflow-tool/ IBM Commits $10B Over Five Years to Quantum Computing the Same Day as $5B Project Lightwell, Bringing IBM's One-Day AI https://www.barrons.com/articles/ibm-stock-quantum-computing-aafbb1eb IBM + Red Hat Announce Project Lightwell  https://newsroom.ibm.com/2026-05-28-ibm-and-red-hat-commit-5-billion-to-redefine-the-future-of-open-source-in-the-ai-era Anthropic Project Glasswing / Claude Mythos Finds 23,000 Potential Vulnerabilities Across 1,000+ Open-Source Projects https://www.securityweek.com/anthropic-mythos-detected-23000-potential-vulnerabilities-across-1000-oss-projects/ Anthropic Negotiating to Run Claude on Microsoft's Maia 200 AI Chips  https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html OpenAI + Anthropic Walk Back the AI Jobs Apocalypse Ahead of IPOs https://finance.yahoo.com/sectors/technology/articles/ai-chiefs-walk-back-job-193605798.html https://x.com/RiskCentre/status/2059397756016611668 The Flip Is AI Capex Becoming Too Expensive to Earn Its Return — and Will the Result Be a Forced Shift to Open-Source and Smaller Use-Case-Specific Models, or a Continued $725B+ Hyperscaler Buildout That Vindicates the Capex on Productivity Gains? FOR:  The shift is to open-source + smaller use-case-specific models with better token economics, not away from AI https://x.com/danielnewmanUV/status/2059822712122400975 DeepSeek 75% permanent price cut + Anthropic Claude Code restriction reversal https://www.buildfastwithai.com/blogs/ai-news-today-may-26-2026 $190B Microsoft capex + $725B+ aggregate hyperscaler capex with no analog ROI yet  https://www.buildfastwithai.com/blogs/ai-news-today-may-26-2026   AGAINST:  Salesforce Agentforce ARR crossed $1B this quarter on 28.6T tokens processed  https://www.stocktitan.net/sec-filings/CRM/8-k-salesforce-inc-reports-material-event-3b8ead2852bb.html Lenovo +105% AI revenue, +84% Q4; Dell $43B AI backlog: the AI infrastructure flywheel is converting capex to revenue today https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results NVIDIA $91B Q2 guide + $1T Blackwell+Vera Rubin CY25-CY27 reaffirmed  https://www.cnbc.com/2026/05/20/were-raising-our-price-target-on-nvidia-after-another-knockout-quarter-and-guide-.html DeepSeek + Chinese price war is a Chinese export-controls story, not a US economic ceiling story https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   Bulls & Bears Micron (NASDAQ: MU) Crosses $1 TRILLION Market Cap for the First Time https://www.cnbc.com/2026/05/26/micron-stock-trillion-market-cap.html Dell Technologies Q1 FY27 ACTUALS  https://www.cnbc.com/2026/05/28/dell-q1-earnings-report-2027.html Marvell Technology Q1 FY27 ACTUALS https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results Salesforce CRM Q1 FY27 ACTUALS  https://investor.salesforce.com/financials/quarterly-results/ Synopsys SNPS Q2 FY26 ACTUALS https://investor.synopsys.com/events-and-presentations/events/event-details/2026/Q2-Fiscal-Year-2026-Earnings/default.aspx Snowflake SNOW Q1 FY27 ACTUALS  https://www.businesswire.com/news/home/20260527027931/en/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2027 HP Inc. HPQ Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/hp-q2-earnings-call-highlights-230459161.html Everpure (NYSE: P, formerly Pure Storage) Q1 FY27 ACTUALS  https://investor.salesforce.com/financials/quarterly-results/ Synopsys SNPS Q2 FY26 ACTUALS https://investor.synopsys.com/events-and-presentations/events/event-details/2026/Q2-Fiscal-Year-2026-Earnings/default.aspx Snowflake SNOW Q1 FY27 ACTUALS  https://www.businesswire.com/news/home/20260527027931/en/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2027 HP Inc. HPQ Q2 FY26 ACTUALS  https://finance.yahoo.com/markets/stocks/articles/hp-q2-earnings-call-highlights-230459161.html Everpure (NYSE: P, formerly Pure Storage) Q1 FY27 ACTUALS https://www.prnewswire.com/news-releases/everpure-announces-first-quarter-fiscal-2027-financial-results-302783502.html

Et si votre bien-être au travail dépendait aussi de petites habitudes quotidiennes ?Dans cet épisode de Happy Work en partenariat avec Great Place To Work, je partage 5 choses simples, concrètes et immédiatement applicables pour améliorer votre quotidien professionnel sans bouleverser toute votre vie.Pourquoi certaines journées semblent-elles nous épuiser dès le matin ? Pourquoi avons-nous parfois l'impression de ne jamais vraiment récupérer, même après une pause ou un week-end ? Et surtout… comment retrouver un peu plus de calme mental dans un monde du travail qui nous pousse constamment à accélérer ?Dans cet épisode, vous allez découvrir pourquoi :✅ la manière dont vous commencez votre journée influence tout votre état mental✅ les vraies pauses sont essentielles pour protéger votre énergie✅ la recherche permanente de perfection épuise énormément✅ les micro-moments positifs changent profondément vos journées✅ apprendre à déconnecter mentalement devient vital aujourd'huiUn épisode concret, accessible et profondément humain pour commencer la semaine avec des outils simples qui peuvent réellement améliorer votre bien-être au travail sur la durée.Parce qu'honnêtement… parfois, les plus petits changements ont les plus grands effets.favoritismemanager toxiqueinjustice au travailmanagementcharge mentaleconfiance en soibien-être au travailHappy Work00:00 – Introduction : le bien-être se construit aussi au quotidien00:55 – Commencer sa journée sans stress inutile02:00 – Faire de vraies pauses pour recharger son cerveau03:12 – Arrêter de rechercher la perfection permanente04:16 – Créer davantage de moments positifs dans sa journée05:18 – Apprendre à déconnecter mentalement du travail06:34 – Les 5 habitudes qui changent durablement le quotidienSoutenez ce podcast http://supporter.acast.com/happy-work. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

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 ★

I just attended Allocate's Beyond Summit in Deer Valley Utah. It was a peek into what the top VC's and LP's are thinking about right now.Allocate asked me to record an episode of the show, live from the conference.So I asked everyone “What's your hottest take on the VC market today?”Thank you to Numeral, Flex, and Amplitude for supporting this episodeNumeral: The end-to-end platform for sales tax and compliance https://www.numeral.comFlex: Get premium banking and a net 60 day credit card at 0% APY https://home.flex.one/referral/bananacapitalAmplitude: AI analytics, all you have to do is ask https://www.amplitude.comTimestamps:(1:22) Seed investing is dead (Tripp Jones, Uncork)(5:56) Seed is not dead (Bryan Rosenblatt, Sandlot)(13:19) Most consensus era of VC ever (Nate Williams, Union)(18:02) Taking the Power Law Pill (Pratyush Buddiga, Susa Ventures)(29:15) The 2nd-time founder premium is dead (Matt Cohen, Ripple Ventures)(32:46) AI will crush intelligence labor (Clark Cheng, Merrimac)(42:25) New deep tech investors will lose their shirts (Sunil Nagaraj, Ubiquity Ventures)(46:39) ChatGPT for robotics is still 15 years away (Sungjoon Cho, Fortitude Ventures)(52:07) The app layer ARR reckoning (Josh Christensen, Mercato)(58:30) The AI bubble will pop in Q2/Q3 (Amias Gerety, QED)(1:08:22) Most individuals do VC wrong (Jon Oberheide)(1:15:25) Allocators have become too allocator-y (Dan Feder, University of Michigan)(1:20:55) LP's should value information, not just returns (Ben Ivey, Marshall Street)(1:24:09) Upcoming litigation of Russian doll SPVs (Asher Siddiqui, Song United)(1:30:13) Why retail needs private market access (Sarah Pinto Peyronel, Robinhood Ventures)Referencedhttps://beyondsummit.allocate.co/Tripp Jones, Uncork CapitalTwitter: https://x.com/thistrippjonesBryan Rosenblatt, SandlotTwitter: https://x.com/BRosenblatt4Nate Williams, UnionTwitter: https://x.com/naywilliamsPratyush Buddiga, Susa VenturesTwitter: https://x.com/pratyushbuddigaMatt Cohen, Ripple VenturesTwitter: https://x.com/mattybcohenClark Cheng, MerrimacLinkedIn: https://www.linkedin.com/in/clark-cheng-cfa-frm-caia-a411535Sunil Nagaraj, Ubiquity VenturesTwitter: https://x.com/sunilnagarajSungjoon Cho, Fortitude VenturesTwitter: https://x.com/josungjoonJosh Christensen, MercatoLinkedIn: https://www.linkedin.com/in/joshjdmba/Amias Gerety, QEDTwitter: https://x.com/amiasmgJon OberheideTwitter: https://x.com/jonoberheideDan Feder, MichiganLinkedIn: https://www.linkedin.com/in/danfederBen Ivey, Marshall StreetLinkedIn: https://www.linkedin.com/in/beniveyAsher Siddiqui, Song UnitedLinkedIn: https://www.linkedin.com/in/ashersiddiquiSarah Pinto Peyronel, Robinhood VenturesTwitter: https://x.com/SPintoPeyronel*This podcast is produced by Allocate for informational and educational purposes only and is intended for institutional, accredited, and qualified investors. Nothing discussed constitutes an offer to sell or solicitation to purchase any security or advisory service, and nothing should be construed as legal, tax, or investment advice. Any offering will be made only pursuant to applicable confidential offering documents.Views expressed by participants are their own and subject to change. Any discussion of target returns, projected outcomes, IRRs, MOICs, or other performance metrics is hypothetical and illustrative only and should not be relied upon as an indication of future performance.Investments in private funds are speculative, illiquid, and involve substantial risk, including possible loss of the entire investment. Past performance is not indicative of future results.Certain guests may have financial or other interests in the opportunities discussed. Allocate Management Company, LLC is an SEC-registered investment adviser. Registration does not imply any level of skill, training, or SEC endorsement. Please consult your own advisors before making any investment decision.*

In this episode, Jeff Mains sits down with William Davis — leadership expert, speaker, mentor, and author with four decades of senior leadership experience across corporate, academic, military, and government environments. William unpacks the growing leadership crisis facing organizations today (78% of Americans say corporate America has a leadership problem), and why the $500+ billion spent annually on leadership development isn't moving the needle.The conversation explores the critical difference between being a boss, a manager, and a true leader — and why the companies winning the talent war are the ones investing in growth, trust, and human connection. William shares practical frameworks for explaining the "why" behind the work, building genuine relationships with your team, and making the mindset shift from doer to leader. If you're a SaaS founder trying to reduce turnover, increase engagement, and build a company people actually want to stay at, this episode is essential listening.Key Takeaways[0:24] — Jeff sets the stage: the difference between a boss and a leader is whether your team is quietly updating their LinkedIn profiles.[3:16] — William explains what drove him to dedicate his final career chapter to teaching leadership: a 2023 World Economic Forum report declaring a global leadership crisis, followed by a US News/Harris Poll showing 78% of Americans believe corporate America has a leadership problem.[5:53] — The clearest signal leadership is broken? Retention. People aren't leaving companies — they're leaving their managers.[7:07] — William's antidote to the job-hopping generation: explain the why behind every project. When people understand the purpose, they invest themselves creatively — and feel pride in the outcome.[9:20] — The boss vs. manager vs. leader distinction: managers get work from A to Z; leaders transcend self-interest and focus on building the next generation.[11:54] — True leadership in practice means giving your team the skeletal outline of where they want to go, then helping fill in the framework — even when that means redirecting them toward a better path.[14:45] — How to balance people development with number pressure: structure work so people can learn and deliver simultaneously. When you can't, give them space to re-energize — don't just drive them into the ground.[17:54] — Replacing a person costs ~50% more than their salary by the time you cover lost productivity, recruiting, and the new hire's learning curve.[22:26] — The biggest mindset shift for new leaders: your team is not your competition. Their success is your success. Stop micromanaging; start guiding.[27:25] — Why leaders who empower their teams often get questioned by executives above them: "What are YOU doing?" William's answer: "I'm leading my team. That IS my full-time job."[28:13] — "Leadership is deceptively simple. But simple doesn't mean easy — because you're dealing with people, and people are complex."[23:52] — The why is multi-tiered: it makes people feel trusted, invested, creative, and ultimately proud of their contribution.[33:58] — Why $566 billion in leadership training isn't fixing the crisis: programs focus on task management, not relationship-building. Leadership will always be about humans first.[38:15] — Building camaraderie remotely: William's team traveled 75% of the time and had dinner together every night — talking about family, kids, and vacations, not work. The result was next-level team cohesion.[40:35] — The Harvard adult development study data: having a best friend at work doesn't just help you — it boosts productivity across the people around you.[46:38] — What to do right now if you realize you've been managing instead of leading: find someone you trust and ask them to give you an honest outside perspective — then actually listen without getting defensive.[42:49] — Story of empathy in action: a high-performing team member started coming in late. Instead of disciplining her, William took her for coffee and discovered her mother was on hospice. He sent her home to work remotely until the situation resolved. Retention, loyalty, and culture all strengthened.[47:53] — The one leadership principle never to compromise on: always tell the truth. The first time you fudge it, you lose credibility — and credibility, once lost, is nearly impossible to recover.Tweetable Quotes"People don't leave companies. They leave their bosses, their managers, their leaders. That's a true statement." — William Davis"Leadership is deceptively simple. But simple doesn't mean easy — because you're dealing with people, and people are complex." — William Davis"When your team has success, that is a reflection on you. And in my opinion, it's a greater reflection than when you were doing the work yourself." — William Davis"Your team is not your competition. They are the greatest complement to your abilities as a leader." — William Davis"The why is a multi-tiered tool that helps people feel trusted, feel invested, feel creative — and at the end of the day, feel like they contributed to the success." — William Davis"Hire fast, fire fast — that's not leadership. That's ignorance and an inhuman way of dealing with people." — William Davis"I'm leading my team. That's my full-time job." — William Davis"The first time you're caught fudging the truth, you're going to lose credibility with your team. And once you lose it, the ability to get it back is almost impossible." — William DavisSaaS Leadership Lessons1. Explain the Why — Every Time Task-driven teams execute. Purpose-driven teams innovate. When your engineers, sales reps, and CS leads understand why a project matters — not just what they're building — they invest creativity, take ownership, and feel pride in the outcome. Make "here's why we're doing this" a non-negotiable part of every sprint kickoff and all-hands.2. Stop Micromanaging; Start Guiding The hardest shift for technical founders is letting go of the doing. When you moved from IC to founder/leader, your job changed — even if no one told you. Your team reads your micromanagement as a trust deficit, and it drives your best people out the door. Replace "let me show you" with "what are you thinking?" and give them the space to surprise you.3. Your Team's Success Is Your Score Card As a leader, the scoreboard isn't your personal output — it's your team's growth trajectory. If your A-players are getting better, shipping more, and staying longer, you're winning. Reframe your identity: you're not the best engineer or the best seller anymore. You're the coach. Tom Landry said it best: "The job of a football coach is to make men do what they don't want to do, in order to become what they've always wanted to be."4. Retention Is a Leadership KPI Replacing an employee costs roughly 50% more than their annual salary when you factor in lost productivity, recruitment, and ramp time. Every resignation is a data point about your leadership culture, not just the job market. Track retention with the same rigor you track ARR and churn — because they're connected.5. Relationships Are Not Soft — They're Strategic The Harvard adult development study shows that having a best friend at work correlates directly with engagement and productivity — not just for that person, but for the people around them. Building genuine relationships with your team (knowing their families, caring about their lives outside work) isn't a distraction from results. It is the result. It's what creates the psychological safety that allows people to raise problems early, collaborate honestly, and stay through hard stretches.6. Honesty Is the Foundation Everything Else Rests On You can be empathetic, visionary, and brilliant at developing people — but if your team catches you spinning the truth, even once, you've triggered a credibility collapse that's nearly impossible to reverse. Some will leave. Some will disengage. All of them will trust you less. Be transparent even when the news is bad. Frame it with a path forward. That's what leaders do.Guest Resourceswilliamcharlesdavis64@gmail.comhttps://www.williamcdavis.net/https://www.facebook.com/profile.php?id=61573023334183https://www.linkedin.com/in/williamcharlesdavis/https://www.instagram.com/williamcharlesdavis64/Episode SponsorThe Futureproof Series - https://www.youtube.com/playlist?list=PLfkXKUPZ5xuOqMPR7_gzGybncTtavyR1NThe Captain's KeysSmall Fish, Big Pond – https://smallfishbigpond.com/ Use the promo code ‘SaaSFuel'Champion...

What if you attracted 50 buyers in two months - for a product you almost didn't list? That's not a marketing strategy. That's exactly what happened when 21-year-old Ovi Shekh posted Wisdomic AI on Acquire.com and watched his inbox fill up faster than he expected. Ovi is a CS student from Dhaka, Bangladesh. He's already exited two businesses before most people his age have submitted a single job application. His first exit came almost by accident - a COVID-era grocery delivery startup, quietly acquired after the buyer tracked him down on Instagram. His second was Wisdomic AI. An AI-powered academic research tool he'd spent eight months building. Ten thousand signups. Nineteen hundred active users. Fifty-plus universities. And a product he genuinely didn't want to let go of. But he listed it anyway. Just to see. Fifty-two inquiries later, he had a signed LOI with his chosen buyer. And then a better offer showed up. More money. Different vision. And Ovi walked away from it. Because here's the thing most first-time sellers never think to use as a dealbreaker - vision alignment. Not the highest number. Not the cleanest terms. Whether the buyer actually believes in what you built and will carry it forward the right way. That was the filter. That was the whole decision. The buyer Ovi chose went on to raise $700,000 using the asset Ovi sold him. Let that sit for a second. In this episode, Jaryd sits down with Ovi to unpack how a 21-year-old from Bangladesh navigated two exits, turned down a better offer on purpose, and figured out the rules of the acquisition game earlier than almost anyone around him. How he valued an eight-month-old SaaS with no ARR and a niche user base that didn't behave like typical consumers. Why he applied to Y Combinator eight times, got rejected every single time, and what that finally told him about where his leverage actually lived. And the one thing he says nobody tells you when you're building - that you don't get rich owning a startup. Only selling one. Most founders fall in love with their product and never let go. Ovi fell in love with his, listed it just to see what would happen, and walked away with a lesson worth more than the exit itself.

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.

Merci à Paul Watson d'être venu témoigner sur Legend.Depuis des décennies, il mène un combat radical contre la chasse à la baleine et les navires qu'il accuse de détruire la vie marine. Arrêté puis détenu plus de 5 mois au Groenland, Paul Watson risque aujourd'hui jusqu'à 15 ans de prison au Japon, où il est considéré comme l'ennemi numéro 1.Pour prendre vos billets pour le LEGEND TOUR c'est par ici ➡️ https://www.legend-tour.fr/ Retrouvez la boutique LEGEND ➡️ https://shop.legend-group.fr/

Send us Fan MailIn this episode of Small‑Cap Spotlight, Zak Calisto, Founder, Chairman, and CEO of Karooooo, joins host Tim Gerdeman and WTR analyst Eric Goldstein to discuss the global connected vehicle and fleet intelligence platform built on Cartrack, a SaaS telematics leader with more than two decades of operating history. With 2.6 million subscribers across four continents, Karooooo delivers real‑time vehicle tracking, driver behavior analytics, and workflow automation on a highly recurring subscription model. FY2026 was a record year, with Cartrack subscription revenue up 19%, ARR reaching USD 325 million (up 38% in dollar terms), and the Board raising the annual dividend 20%. FY2027 guidance points to continued subscription revenue acceleration and 21% EPS growth at the midpoint.

Episode Title: Marks on the Market: What's Really Going On in Private Credit? | Kyle Brown  Hosts: Richard Cunningham, John Coleman, Luke Roush Guest: Kyle Brown, CEO, Trinity Capital (TRIN) Key Topics: The private credit market has grown 6X in the last decade — but headlines conflating software-sector turbulence with systemic credit risk are getting the story wrong How 90% of institutional allocations have flowed to just 12 companies and 50 funds, creating compressed spreads, race-to-the-bottom pricing, and concentrated risk in mega-cap private credit Why Trinity Capital's ~20% loan-to-value and ~1x ARR attachment rate on software leaves them well-positioned compared to over-leveraged competitors The AI infrastructure picks-and-shovels play: how Trinity is financing GPUs and power-generation equipment on 24–36 month fully amortizing loans to sidestep speculative overbuild risk Software incumbency in the age of AI — why enterprise systems of record are far more resilient than headlines suggest, and where the real vulnerability lies (point solutions) The US macro outlook: GDP at 2%, unemployment near long-term average, global capital flowing to America — and why all three hosts remain constructively bullish Direct Quotes from Kyle Brown: "Private credit over the last 10 years has grown 6X. It's projected to continue growing at a rapid pace. It's being confused as one big monolith and it's really not that at all. It's a massive and robust diversified marketplace now." "The thing that we're missing out on and that we need to add to that balance sheet is our oodles... Because when you're on your deathbed, you're not talking about that great IRR you made on that stock investment or what you did in your IRA. You're telling stories." "We're in the middle of a technological revolution and it's just a shame that culture wars and some of the stuff that is going on is getting in the way of what is really an amazing opportunity for anybody who wants to go and do something, who has an idea, who wants to build." Episode Description: Kyle Brown, CEO of publicly traded Trinity Capital (TRIN), joins Richard Cunningham, John Coleman, and Luke Roush for the May edition of Marks on the Market — and he brings a clear-eyed diagnosis of what's actually driving private credit volatility, what the headlines are getting wrong, and how Trinity has navigated one of the most turbulent environments in the asset class's short history. The conversation opens with a deep dive into the structural forces reshaping private credit: a 6X decade of growth, 90% of institutional money concentrating in fewer than 50 funds, zero-interest-rate-era cost of capital that no longer exists, and a retail investor base encountering alternatives market gates for the first time. Brown explains why software-sector fears — while not entirely unfounded — are being misread as a system-wide credit crisis, and how Trinity's conservative underwriting (averaging ~20% LTV across the portfolio) positions them very differently from over-leveraged peers. From there, the conversation pivots to AI infrastructure investing, the US macroeconomic outlook, the US-China summit, and — in a closing rapid-fire segment — what God has been teaching each host and guest in His Word. Brown closes with a meditation on "oodles," his invented economic unit of enjoyment, drawn from the parable of the rich fool in Luke 12 — a reminder that no balance sheet is complete without the investments we make in the people we love.

In this episode of Tank Talks: The Rundown, Matt Cohen and John Ruffolo break down a huge week across Canadian tech, quantum computing, SPACs, AI infrastructure, vertical SaaS, and the reported SpaceX IPO filing. They start with Xanadu's $300 million at-the-market equity facility and what it reveals about the funding challenge facing Canadian quantum companies that need billion-dollar scale capital to compete globally.John argues that Xanadu should use current market hype to fully fund the business now, even if short-term shareholders hate the dilution. From there, Matt and John unpack why quantum remains a long-term binary bet, why SPACs may be coming back for Canadian growth companies like UniUni, and why Clio's jump from $100 million to more than $500 million in ARR proves vertical SaaS is far from dead, especially when the product is mission-critical and deeply embedded.The episode then shifts to OpenAI, Anthropic, and the AI infrastructure boom, with John warning that massive top-line revenue can hide dangerous burn and accounting optics. Matt and John close with a deep debate on the reported SpaceX IPO, Starlink's growth, Starship risk, xAI, and Cursor being folded into the story, SPV cap table chaos, and whether trillion-dollar tech IPOs could pull capital away from the Mag Seven.Listen to this episode for a sharper read on where capital is really flowing across AI, quantum, SaaS, and space. Matt and John cut through the hype to show which tech narratives are built to last, and which ones could crack under pressure.Xanadu's $300M ATM Facility and the Quantum Funding Problem (00:49)Matt opens with Xanadu's $300 million at-the-market equity facility, explaining how the structure gives the company access to capital while raising questions about dilution, public market volatility, and the long-term cost of funding a quantum data center.John Ruffolo's Advice: Fund the Business While the Market Is Hot (02:45)John explains why Xanadu should take advantage of momentum in the public markets and raise as much primary capital as possible, even if short-term shareholders dislike the dilution.Why SPACs Are Coming Back for Canadian Growth Companies (07:17)Matt brings up UniUni's $1 billion SPAC agreement to list on the TSX, and John explains why companies struggling to raise late-stage private capital may see SPACs as their best path to primary money.Could Clio Be Canada's Next Major Tech IPO? (10:56)As Clio's valuation grows, John argues that the universe of private equity buyers gets smaller, making an IPO one of the more realistic paths for investor liquidity.The Accounting Trick John Says AI Investors Need to Watch (12:23)John criticizes the capitalization of compute, infrastructure, sales, marketing, and partnership costs, arguing that burn may be a better proxy for the real economics than adjusted profitability claims.The Reported SpaceX IPO and the $1.75 Trillion Valuation Debate (14:20)Matt introduces the reported SpaceX IPO valuation and breaks down how much of the story depends on Starlink growth, Starship launches, and the company's ability to scale space-based broadband.Why Everything Hinges on Starship (18:51)John explains that Starship is the key dependency behind the SpaceX story, because Starlink's ability to scale depends heavily on launch capacity, satellite economics, and execution.SpaceX vs. Canadian Banks: The Scale Shock (22:37)Matt points out that the reported SpaceX valuation could be roughly twice the combined market cap of Canada's big six banks, underscoring the staggering scale of the next wave of tech IPOs.The Early Investors Who May Win Big (25:26)Matt and John close by highlighting early institutional bets from Washington State University's endowment and Ontario Teachers, showing how patient capital in breakthrough companies can create generational outcomes.Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

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 ★