Podcasts about Autodesk

In this in-depth conversation, Professor J. Nathan Kutz — Director of Physics-Informed AI at Autodesk and one of the leading figures in data-driven modeling, dynamical systems, and scientific machine learning — shares his journey from academia to industry and reflects on how AI is reshaping engineering. Known for influential contributions to methods such as Dynamic Mode Decomposition and Sparse Identification of Nonlinear Dynamics, Kutz offers a rare perspective on the evolution of machine learning in the physical sciences, the role of physics in building trustworthy AI systems, and the future of automation, agents, and human expertise in engineering design.Key topicsHistory of machine learning in engineeringDynamic Mode Decomposition (DMD) and Sparse Identification of Nonlinear Dynamics (SINDy)Physics-informed AI and reduced order modelingThe debate between physics-based and data-driven modelsThe future of autonomous agents and their impact on industryPapersFlower discrimination by pollinators in a dynamic chemical environment — Jeffrey A. Riffell, Eli Shlizerman, Elischa Sanders, Leif Abrell, Billie Medina, Armin J. Hinterwirth, J. Nathan Kutzhttps://doi.org/10.1126/science.1251041Nathan's early move into neuroscience and data-driven biological modeling.Data assimilation and discrepancy modeling with shallow recurrent decoders — Yuxuan Bao, J. Nathan Kutzhttps://arxiv.org/abs/2512.01170Using ML to close the gap between simulation and reality.Discovering governing equations from data by sparse identification of nonlinear dynamical systems — Steven L. Brunton, Joshua L. Proctor, J. Nathan Kutzhttps://doi.org/10.1073/pnas.1517384113The foundational paper introducing SINDy.On Dynamic Mode Decomposition: Theory and Applications — Jonathan H. Tu, Clarence W. Rowley, Dirk M. Luchtenburg, Steven L. Brunton, J. Nathan Kutzhttps://doi.org/10.3934/jcd.2014.1.391A key reference for Dynamic Mode Decomposition.Data-driven discovery of partial differential equations — Samuel H. Rudy, Steven L. Brunton, Joshua L. Proctor, J. Nathan Kutzhttps://doi.org/10.1126/sciadv.1602614Extends equation discovery to PDEs and physical systems.Deep learning for universal linear embeddings of nonlinear dynamics — Bethany Lusch, J. Nathan Kutz, Steven L. Bruntonhttps://doi.org/10.1038/s41467-018-07210-0Connects deep learning with Koopman theory.Articraft: An Agentic System for Scalable Articulated 3D Asset Generation — Matt Zhou, Ruining Li, Xiaoyang Lyu, Zhaomou Song, Zhening Huang, Chuanxia Zheng, Christian Rupprecht, Andrea Vedaldi, Shangzhe Wuhttps://arxiv.org/abs/2605.15187Project page: https://articraft3d.github.io/A practical example of agentic AI for engineering design.Chapters00:40 Introduction to Episode05:00 Welcoming Prof Kutz10:34 The Evolution of Data-Driven Modeling16:13 Understanding the SINDy Algorithm and Its Implications22:14 Comparing Reduced Order Modeling and Modern Machine Learning28:29 The Role of Data in Machine Learning and Physics34:23 Challenges in Extrapolation and Real-World Applications40:46 Insights from McLaren and Team Dynamics46:07 The Shift from Academia to Industry48:53 Collaboration and Innovation in Engineering51:57 The Role of Human Expertise in Design54:45 Leveraging AI in Formula One57:32 The Future of AI and Workforce Dynamics59:06 Navigating Career Choices in a Changing Landscape01:03:02 The Evolution of Thought in Engineering01:09:06 Preparing for the Future of Technology01:14:04 Responsible Use of AI in Engineering

freeeは映像・アニメ・CG制作業界向けの新プロジェクト「freee for 制作」を開始。Autodesk「Flow PT」とのAPI連携により、制作管理ツールと勤怠システムの「二重入力」を解消し、現場の工数データを自動的に経営情報として蓄積。クリエイターの負担軽減と、経営側のリアル…

The data says we're making real progress on climate. So why does the conversation still feel like we're losing, and what does it mean to finally separate the signal from the noise? Joe Speicher didn't arrive at Autodesk's Chief Sustainability Officer role through a conventional channel. Deutsche Bank, the Peace Corps in the Philippines, impact investing — each stop informed how he thinks about deploying capital and measuring what actually changes. That background matters now more than ever, because the sustainability conversation, he argues, has too often been happening at the wrong altitude. Organizations set targets, publish disclosures, and track compliance. Meanwhile, the real decisions — how a building gets designed, which materials get specified, how early-stage procurement choices lock in carbon for decades — happen elsewhere, mostly without sustainability in the room. Autodesk's software sits upstream in that process, shaping choices before ground is ever broken in industries responsible for roughly 40% of global emissions. "Sustainability cannot be a sidecar," Speicher says. It has to be embedded in the tools people use every day, making it everyone's job rather than one team's report. He also makes the case for reading the data honestly: 40% of global electricity now comes from renewables and nuclear, 43 countries have peak emissions behind them, and $2.3 trillion was invested in the energy transition in 2025. Are you building your strategy around the signals — or the noise?Joe Speicher is Chief Sustainability Officer at Autodesk, where he leads global ESG strategy and works to embed carbon intelligence across the tools used by architects, engineers, contractors, and asset operators — industries collectively responsible for roughly 40% of global emissions. His path to the role was anything but direct: he began his career in finance at Deutsche Bank, served in the Peace Corps in the Philippines, and spent years working at the intersection of impact investing and corporate philanthropy before becoming Autodesk's CSO. That cross-sector background — finance, development, technology — shapes how he approaches sustainability as a strategic business function rather than a compliance obligation, focused on translating climate risk into decisions that drive measurable resilience and performance. In This Episode:  (00:00) Joe Speicher's unconventional path to climate leadership (03:26) From Deutsche Bank and Peace Corps to leading Autodesk's sustainability strategy (06:41) Why a finance and development background sharpens climate decision-making (09:20) Reading the real signals: global emissions progress and the economics driving change (12:05) Moving from commitments to action: embedding carbon intelligence into daily workflows (14:11) Climate adaptation, wildfire recovery, and the CSO as strategic operator Share with someone who would enjoy this topic, like and subscribe to hear all of our future episodes, send us your comments and guest suggestions! About the show:  The Age of Adoption podcast explores the monumental transition from a period of social, economic, and environmental research and exploration – an Age of Innovation – to today's world in which companies across the economy are furiously deploying sustainable solutions – the Age of Adoption. Listen as our host, Keith Zakheim, CEO of Antenna Group, talks with experts from across the climate, energy, health, and real estate sectors to discuss what the transition means for business and society, and how corporates and startups can rise above competitors to lead in this new age.  This podcast is brought to you by Antenna Group, a global marketing and communications agency that partners with Fully Conscious brands — those with the courage to lead transformative change across Climate & Energy, Real Estate, Health, and beyond. Our clients include visionary corporations, startups, investors, and nonprofits who recognize that meaningful impact requires more than awareness; it demands bold action. In today's Age of Adoption, where every sector must incorporate sustainable solutions into foundational systems, we amplify brands standing at the forefront of change, shaping a better future for our planet and its people. To learn more, visit antennagroup.com. Resources: Joe Speicher: https://www.linkedin.com/in/joespeicher/Antenna GroupKeith Zakheim LinkedIn

We've informally heard that Satya is a listener to LS for a couple years now, but it was still absolutely surreal to meet him and do a live pod at Build, together with our friends at No Priors, the leading VC AI Podcast that we also greatly admire!We covered the MAI model technical takeaways on yesterday's AINews, so I will focus our recap of Satya's main messages around three elements:* Satya's adaptation of the Bill Gates Line for positioning Microsoft as the Frontier Intelligence Platform — customers must gain much more value from the Microsoft ecosystem than Microsoft itself, by building on multi-model harnesses like OpenClaw and Scout, drawing on the full enterprise context exposed by context layers like Work IQ (heavily dogfooded by his C-suite), and building up private evals and traces as a new form of Token IP* AI ROI: On one hand, enterprises are having difficult conversations around Tokenmaxxing and Layoffs, and on the other hand, there are serious re-evaluations of the End of SaaS since the Build vs Buy equation has changed so much. Our previous SemiAnalysis guest had… interesting comments on Microsoft's position on this as the ur-SaaS titan, and Satya had great answers* Making the Impossible Possible: Kevin Scott's inspiring framing around what the most ambitious version of applying AI and technology at large to business and social problems, like education and social impact.Enjoy!Full VideoTranscriptVoiceover: Welcome swyx, Sarah Guo, Elad Gil,, and Chairman and Chief Executive Officer of Microsoft, Satya NadellaSarah Guo: Welcome to a crossover episode of No Priors and Lane Space with Satya Nadella. Um, congratulations on an amazing build. No, thank you so much, and it's great to be with both of you. I listen to both of you or b- both the podcasts all the time. It's great to be on it.Thank you so much. [00:01:00] So you're just talking about, um, these amazing, uh, announcements from across the Microsoft estate all morning for, I think, three hours. What is the, uh, what's the most important reflection or takeaway you have?AI as an Ecosystem PlatformSarah Guo: I, I'd say there are, uh, perhaps the, the biggest one for me is let's sort of conceptualize this more as an ecosystem play as opposed to a single model or even a single platform, right?Satya Nadella: I mean, you know, whatever I... At least for me, having grown up at Microsoft, having seen, whatever, four major platform shifts, uh, I sort of fall into that, um, uh, camp where a platform is defined by fundamentally its ability to create more value about the platform versus what's captured in the platform. And so if you, you view what's happening right now, I think this morning's keynote was how can any company, whether it's an AI native company or a traditional enterprise company, participate as a first-class participant where they can point to AI they created, [00:02:00] right?It's not that they don't use other people's AI. Of course they will. But to me, what's the path? What's the recipe? How do I do it? What does a stack look like? What does the tooling look like? What is valuable? How do you do that? That's it. That's sort of our job to do. Yeah. Ecosystem strategy is, uh, very complicated, right?Sarah Guo: Because you end up building certain components, partnering for certain components, supporting them. You just announced this big suite of models. Like, tell us a little bit about the, uh, training strategy for Microsoft now. Yeah.MAI Models & Training StrategySarah Guo: So, so the thing that we wanted to do with the MAI models was to build, and as Mustafa talked about, first of all, a great lineage, right?Satya Nadella: Starting with pre-training, uh, with very good data quality, uh, doing all the ablations, making sure because in, in some sense it's becoming even harder to build a clean lineage model just because there's so much stuff out there, uh, that you truly need to ablate out to be able to have a fantastic [00:03:00] pre-trained model.In fact, that's one of the challenges of a lot of the open weight models is they look great on one benchmark or two, but they're not great on practice. So that's why, in fact, even in the RFDEs are, they, they are pretty gone really excited about these MAI models because how the heck can a small five B model hill climb?Uh, and it goes back a little bit to what I think is ultimately the key thing to do, which is try to pursue finding that cognitive core. Uh, so to me, starting with a clean lineage- Then creating that ability for companies to be able to use this, right? Not just as a generalist, but to create their own specialist by building this hill climbing scaffold around it, right?So it's not just the model, but you have a hill climb scaffold around it, then you will start building your RLE. You will start collecting the traces. Most importantly, you'll have private evals because we know all the evals out there are good, interesting, [00:04:00] but they're not really that critical- They're work, yeahSwyx: at this point because they all can be maxed. And so the point is each company will have its own private eval. And so that end-to-end platform story around our models is sort of, uh, what I think is interesting. And then the one other thing, Sarah, since you brought that up, is I do feel there's a new frontier.Satya Nadella: Like people talk about the frontier and are you operating at the frontier. Um, interestingly enough, if you add a little temporality to it, you can use, let's say, in, in, in fact, the, the Lando Lakes demo we showed was pretty cool. We used, whatever, GPT-55, right? Then you collected a bunch of traces, and then you took a 5B reasoning model and achieved higher.Sarah Guo: Uh, so that is another aspect of what it means to appear... uh, you know, operate at the frontier Yeah. I, I think, uh, I first of all have to congratulate you on basically building a frontier neo lab inside of Microsoft in two years. Um, I'm wondering, you know, you have all this AI strategy that you're rolling out.Lessons from Two Years of AI DevelopmentSwyx: I'm wondering, what do you know now that you wish you would tell yourself two years ago where- or two or [00:05:00] three years ago? Three years for the Jensen partnership, two years for, uh, MEI. Yeah, I mean, I think the, the thing when, that I reflect quite a bit, right, which is sort of obviously I got into all this when I got excited by the, the scaling laws paper and, you know, when, you know, even the OpenAI partnership came about when those folks said, “Hey, we're gonna really throw a lot of computer transformers.”Satya Nadella: Uh, and they've helped. I- the thing that I always look back and say, “Wow, these things, uh, do have capability that they're climbing up.” W- I mean, this, you know, this crude way of saying it is intelligence is log of compute kind of works. Now what I think we underestimated perhaps is the real-world complexity of deploying these so that they actually deliver the value in the real world, right?So the outcomes as measured by any benchmark is interestingly important, but the true eval is when people out there are able to do unique things that they only can value, and it's very [00:06:00] measurable, right? That I wish we had sort of even, like, had more in our consciousness, right? Which is as an industry.Sarah Guo: Because right now I think when people say, “Wow, I don't want a token max,” it's an artifact of us not having thought ourselves as an industry that we are using tokens to create value every step of the way. So I think that's kind of what I wish we had gotten there, but I'm glad we are here.Real-World Value & Use CasesSarah Guo: What are some of the use cases that you've seen that have created the most value for your customers?Because I know that people talk a lot about code, and I think it's pretty clear that that's something that's having very large scale impact. Are there other areas that you find in common that your customers are really benefiting from? Yeah. I think, yeah, to your point, obviously coding is now got... But it's interesting, by the way, Elijah, to even talk about the coding, right?Satya Nadella: Which is coding has worked so well that we now have to rebuild the IDE, right? I mean, it's kind of nuts to see what we sh- launched is like, oh my God, I have these hundred agent sessions. I... The cognitive load it transfers back to me as a human is so [00:07:00] excessive that now I need a new UI. Uh, oh, by the way, I, like the, the chat as the only artifact was also impossible, so that's why we need a canvas.So it's kind of interesting for all the things about where is software needed or where is UI needed, uh, you kind of need that even for code, right? In a fully agentic world. But that said, one of the things that we are starting to see, we started seeing with co-work, but even some of the work we, we showed with auto com- uh, um, autopilot Right on what you see with claws is a good one because if you sort of think about a lot of human capital is doing the glue work, right?If you now can augment that with tokens/agents that are long-running, durable, right, then your ability to scale even what is still judgment and glue work gets amplified like coding does. Uh, so you can... Like, I'm positive that six months from now we'll all be saying, “Oh, wow,” like, all through ni- the night there was a bunch of stuff that [00:08:00] all these autopilots that I have working on my behalf with my delegated authority, so to speak, right?I can... Sort of given even my identity, did a bunch of work, then of course I'll need my new ADE to say, “Well, what did you do?” Like, I might... “Did I do this work?” And so on. So I think that that's where compressing of workflows, uh, completing of tasks, uh, that's where I think a lot of the value gets created. I think you raised a really interesting point, which is there's the actual agent that's doing the code, and then there's a harness around it, and that's the environment, that's the context, that's everything you're setting up as a developer around actually a coding agent.The Harness Concept for Enterprise AISarah Guo: What is the harness for the enterprise? Is there an equivalent concept for broader productivity work, or how do you think about that concept sort of generalized? That's right. So, so in some sense you kind of want the harness to define the models, the, the data, uh, and the tools, and so that you have a loop across those three.Satya Nadella: And so what we are trying to, first of all, make sure is each of our products that we build, right, whether it's GitHub Copilot or the security copi- the, the [00:09:00] stuff we showed with MDASH or even the discovery for science, it doesn't matter, all of them are multi-model harnesses, um, with tools access so that you can do this progressive, uh, disclosure of tools even so that they're token efficient.Uh, and then you're feeding it with very rich context because that's sort of the other hard lesson we have learned in the last two years is, oh my God, the amount of work you need to do to prep the context layer, uh, such that your plan can execute in the most efficient way is where the magic is. So we have, in our case, we have the GitHub harness, which essentially we're using across all our products.It's available in Foundry, and we are open, like you can use your Llama harness, whatever. Or you can use the, um, uh, you know, any open harness or any harness of yours and train with your tools and multiple models and your context. And so that's the pitch. Because right now a lot of dialogue is, um, “Hey, if I train the harness plus tools and the model together, you get [00:10:00] evals.”Elad Gil: And what we are proving out is... And the best example of that is what we did with MDASH, right? Because when it launched, uh, it found bugs or vulnerabilities that were not found by Mythos Uh, and so there is existence proof, I would claim, that you can have a multimodal harness, uh, that can in fact be more, uh, performant in the real world So a premise behind the, uh, training at the independent frontier labs is really, you know, we're gonna have these models, and we'll have an API business, and we'll support enterprises and startups.Sarah Guo: ButPlatform Strategy & Developer EcosystemSarah Guo: a first-party product, be it productivity or code or search, drives the majority of revenue. That's a different value equation than you're describing, I think, with the Microsoft ecosystem. Uh, if, if that's the case, tell me if it's the case, uh, ‘cause obviously you have first-party products and you have enablement products.Satya Nadella: Um, what is the role of the develop- Like what is gonna be hard and the set of skills and the value capture the developer has in that world? Yeah. So I think that there's always [00:11:00] gonna be the case that someone who is super successful in- as a platform builder can also have first-party products. It was true with Windows.It is true, uh, with, uh, the, the SaaS side and the cloud side as well with us and others and so on. But the thing that is, is it should not be a limiter to other people achieving that same success, right? That I think is the core difference, which is the, the network effects this time around, around intelligence are such because they learn from data, and not really lots of data.It's just a few samples that you have to see to understand what's novel about something. So that's why the game becomes how to protect. So that's why I would say every company, having private evals may be the biggest IP, right? Think about it, like what's that private eval that you can then use even a frontier model to hill climb on and not leak the traces may be one of the biggest [00:12:00] drivers, uh, of IP.Like, so in other words, another te- acid test is you have an eval that's private. You're using, uh, a g- a Model A. Can you switch it to Model B and e- you know, climb up? If you can, then you're in control. If you can't, you're not in control, and that's where even the harness decision becomes super important, right?swyx So therefore, having an open harness, letting all models come in, having your evals, your context, your tools help you hill climb, I think is the skills that an AI native startup needs, a SaaS company needs, or every enterprise needs. Yeah, I think in, in a very real way you are ... Microsoft historically is an operating systems company and th- then become a cloud company.Maybe like the third act is that you're a harness or evals company. Whatever w- ... whatever the, the sort of conglomerate of concepts that you wanna put together. Um, and, and I think like enabling every company to have like frontier intelligence or what- what- Yeah ... I forget the, the [00:13:00] exact term that you used, um, is the, is the mission, right?Satya Nadella: That's it. Like that is, that is the platform promise, that you build with us, you will get your intelligence, uh, for your data. That's it. That ... To, to me, that is the ... Like if there was one tagline, uh, for this entire developer conference is- Can everybody operate at the frontier with their frontier intelligence, right?To me, that is so important because otherwise it, I, I don't know how you achieve stable equilibrium, right? Which is how do I then go and say, “Well, my company is gonna have a terminal value because I now know how to continuously compound-” Yeah ... on top of what's a platform that gets better,” right? So when, like Windows obviously came out, Adobe built, Autodesk built, uh, or even like take what Jensen said.We built DX and he built, you know, CUDA on top of it. Um, right? I mean, I always say to Jensen, “God, I got the short end of that,” right? “I wish, uh, we had recognized it.” But nevertheless, but that, that idea that you can build a platform layer [00:14:00] that someone else can then extend out, um, and build their own intelligence layer in this case, I think is everything, right?Without it, why have a developer conference? I can just come and have you all sort of just worship at the altar of one model. Yeah. But that's not a developer conference. Uh,IP, Evals & Company Valueswyx: backstage we, we had a discussion about what is IP or what is the, the value in a company. It used to be the length of, uh, human experience at a company, and now it's this other thing which is the evals, the, uh, experience in sort of applying agents to the company. Can you... I just want you to like flesh that out a bit more ‘cause- Yeah ... it was very insightful.Satya Nadella: It's a great way to frame it, right? Because yeah, at the end of the day, every company is gonna have both the human capital that is still gonna be super valuable, uh, because humans, uh, and their ability to find the gaps that exist at all times is going to be the way we all will create value, right?I mean, so I'm definitely in the camp that this is going to be about expressing new forms of human agency and ambition even as token capital goes up, right? So let's say a cor- any corporation [00:15:00] has lots of tokens and lot of human capital. The question is how do you compound the two? So if you have a... Like if you take in Teams I have a bunch of agents doing work and a bunch of humans doing work, and the traces between those, that is really important context of how that enterprise is creating value.Then that goes back to train not a generalist model, but to train the company veteran agent, uh, right? That is super valuable again, right? Which is when a company goes says, “It should in fact go onto the balance sheet,” is how I think about it, right? That's so... In fact, there may be... Like human capital was never possible to go put on a balance sheet, uh, because you didn't know how to capture the tacit knowledge.swyx: Whereas now I think you can with the agents that have learned through the h- through, through time, through all the traces. Uh, so that's what at least we think will happen. I, I think the SEC is gonna have to have accounting standards- ... for token, uh, expertise Uh, y- y- you're talking about the equilibrium [00:16:00] state, um, and a stable equilibrium where companies have this compounding value and can see terminal value for themselves.Future of SaaS & Business ModelsSarah Guo: Another challenge to, you know, the considered equilibrium of, okay, there are applications and workflows that are sort of common to a vertical or a horizontal. Um, and this was, like, the generation of SaaS companies and, you know, Microsoft has lots of SaaS properties as well. And then there are things that are very specific to every enterprise that they're differentiated against.Elad Gil: Um, I'm sure you have heard much and participate in much of the debate about the end of software because all these workflows are, are cheap to generate now. Um, do you think the equilibrium looks different between what agents get built- Yeah ... in enterprises versus in their vendors in the future? Yeah. So I think what's happening there is, see, we, we had a particular way we captured, um, I would say workflow in apps, right?Satya Nadella: Because we built a, a data model, right? We schematized some part of some business process. Mm-hmm. We then built a bunch of business logic. Yep. And then we put a bunch of UI [00:17:00] on top of it, right? So that's kind of what every SaaS company- And a little configuration. For, like, 20, 20 years that was the plan.Right, that- Yeah ... and that was it. So interestingly enough, now you kind of get to re-litigate that vertical stacking, right? So I still think, for example, that data model that you built underneath every SaaS application is super good, right? Like, why reinvent it? Like, I, I, my general ledger better be a general ledger.I don't need new schema creation. No. Uh, in fact, that entity relationship, uh, is actually pretty good, robust thing that I want to feed. And you want it to be stable. That's right. Yeah. Then same thing with business logic, right? If, if you look at, uh... We have this product called Power BI, right? It is like dashboards galore people created.The beauty underneath that dashboard is a very rich semantic model, right? Someone took the pain to create a dashboard and do all the measures, and you want that. That's business logic, right? I want that to be available to me. So I think the [00:18:00] challenge of the SaaS business model is we packaged one way. We now have to learn how to unbundle these things and rebundle in new ways and discover new business models, right?I mean, if you look at it, d- what's happening today with Microsoft 365 is a great example, right? We have this thing called Work IQ. In fact, like, what we are realizing is, oh my God, like, you know, if you look at... In fact, there's a pa- historical parallel too, right? We sold first Exchange and SharePoint and, uh, you know, before Teams, we had a thing called Lync Server and what have you, and we thought, “Oh, that's all gonna move to the cloud.”But little did we realize that, um, the number of people who will use servers in the cloud is 10X, 100X, right? Because people were not buying servers, they were just buying a subscription. Mm-hmm. The same thing is now happening with M365 because with Work IQ, we have exposed what is perhaps the most important database in a company that never got used as a database because it was only captive to our apps.Mm-hmm. Right? It, it was all email operated on it, Teams operated [00:19:00] on it, Word, Excel, PowerPoint, SharePoint. But now, like this is one of the coo- coolest things I get to do with Work IQ. I go to a GitHub repo and I say, “Hey, I attended a bunch of design meetings last week related to this repo. Can you capture all that and tell me what changes I should make?”I mean, think about that, right? It literally can go look at all those transcripts, come back with a plan to change a code base, right? Previously, you could never have thought of using M365 for something like that. So the value creation opportunity now in the agent world is in fact 10X more, but it does require us to have...Sarah Guo: For example, there's going to be usage around M365, right? Which is going to be perhaps more than even the e- end users and we have to even re-architect. Like, in fact, like what I use to serve an inbox or a mailbox cannot be used to serve an agent. Uh, and so that's sort of what we are doing.Pricing Models: Per-User, Consumption & OutcomesSarah Guo: I don't believe in, like, permanent business models for any of these domains, but in the [00:20:00] near term, do you have a prediction between, uh, you know, outcomes-based pricing, token-based pricing?Elad Gil: Enterprise bundles Yeah. The way I- I think about this is always we've had... Like, let's even take the per-user pricing. Mm-hmm. The per-user pricing is really an artifact of someone creating a budget needing certainty, right? Because it's the most important thing. Like, somebody wants a budget- Mm-hmm ... they need a per user.Satya Nadella: And, and per user is just a set of entitlements to usage, right? That's kind of what it is. And so the way is, if the first bundling will be take some usage, bundle it into per user stacks and, you know, then sell subscriptions. So subscriptions I think are gonna be there, per user is gonna be there. Then the next big thing will be consumption.So people will say, “I want consumption.” And it's also possible that people will say, “I don't even want to pay for any of the subscriptions or the consumption's outcome.” Mm. But remember, most people love outcomes until they have an outcome, because once you have an outcome, it's like giving away royalty, [00:21:00] right?Mm. I mean, like I, I've talked to customers who love, you know, outcome-based pricing, and I say, “I'm all in,” until they, “Oh my God,” like, “what are you talking about? You're sharing in my outcome? No, no, no. I want you to go back to per-user pricing, and I want you to consumption price,” right? So I think that debate will go on.Uh, but and all, all, all of these business models have a particular time and a place versus one to rule them all. And if anything, if you're a SaaS vendor or you're a platform vendor, having that flexibility... And quite frankly, we face this with GitHub, right? We just recently announced a per-user pricing on GitHub because little, you know, we- GitHub Copilot was constructed at a per-user level before we understood even, uh, the intensity of usage of agents, right?It was an interactive way for a developer to use code complete, maybe tasks. It was not like, oh, I launched 10,000, you know, agents that are going on all day, right? So that is what the adjustment is about. So now that we really want, there will [00:22:00] always be a per user, but there will have to be a consumption meter.Durability of SaaS & Build vs BuySarah Guo: How do you think about the durability of SaaS more generally? One thing I've observed is in a lot of enterprises internally, there will be teams that almost have agent euphoria. They're so excited about the explosion of things they can build that they're trying to rebuild a lot of applications or going to their SaaS vendors and saying, “We're not gonna work with you anymore,” or, “We're considering an internal project.”And it seems like in six to nine months, maybe some of those people will come back and say, “Actually, we, we can't rebuild everything.” How do you think about what's durable in this world and what isn't? Yeah, it's a... It... I think we have to go through one full budget cycle on this to really see the, um- Uh, the sort of the emergence of the equilibrium, because at the end of the day, there's marginal cost to even generating the app, right?Elad Gil: In, in fact, there can be even a, a simple way to say it, like if you should always acquire something if the marginal cost of building and maintaining, uh, something on your own is higher. Uh, right? That should be like it's a quantifiable- Yeah. Right? A quantifiable thing. And [00:23:00] the maintenance part is important, right?Even, like you got to remember like, hey, you know, all the security stuff that now AI will find, you better fix them too fast. Uh, of course, there's a coding agent to help you with, but then that burns tokens, right? So whose responsibility is it? It's kind of like a, a cycle that you've got to think through.And I think we have gone through the excitement that I can generate a lot of software. I think the next thing would be what software do I really want to generate? Mm-hmm. What software do I want to use from others? How do I compose these two into some agentic workflow that I have agency over, right?Sarah Guo: Because I think there'll be very little tolerance for anybody who's inflexible, uh, at the vendor level. Uh, but at the same time, I think that anyone who has got that flexibility shows up, delivers the value, will be back at again, right? We're selling software, uh, but with just different business models, in fact Uh, speaking about building software, um, one of my favorite moments from, I think, a previous build maybe one or two years ago was they had a b- they, they...Swyx: There was a section of you building your [00:24:00] own software. I'm curious if you're building anything now. Yeah. So I, I think the... You know, first of all, let's face it, right? Building software has made it possible for even the incompetence of a CEO of a company- ... like ours, uh, you can build, so thank God. But that said, I, I, I, I do feel that, you know, something like, um, GitHub Copilot to me, and especially the new Sessions app or the new app, has just made it so much more possible for you to have agency over artifacts that you felt you couldn't touch before, right?Satya Nadella: So to, for me as a CEO, even to go to a code base, uh, to be able to learn about it, like I remember joining Microsoft long back, you know, first and then you say, man, everybody had to go in and look at, you know, whatever, Cutler's, Malik, or what have you to learn how to do good C, uh, C++ code. Um, so now that ability to be more full stack up and down is so good, but that doesn't mean every one of us should be doing the same thing.The question is: [00:25:00] how do you then have the ability to inspect things, learn things, see things, um, I think is just so much more. And so to me, what I'm building a lot of is these long-running Foundry agents. Uh, right? So there's autopilots. So the easiest thing is, to me, I think I just built one, uh, even last week, where the idea was, hey, can I have an agent that is continuously monitoring essentially my own chief of staff autopilot, right?We're gonna have that obviously in, uh, Scout. That's what, uh, uh, we showed. But it is so easy and trivial to build. I took Work IQ. I said, “Take Work IQ, go, uh, and build a Foundry long-running agent.” Uh, store all the memory in, um, uh, using Ray Fin, right? Basically at my backend as a service. And lo and behold, it built it, and not only built it, I could say publish to Teams, and it published the damn thing to Teams.Sarah Guo: So the ability, uh, to have a, you know, some end-to-end project like this complete is just pretty [00:26:00] miraculous. How do you think, uh,Future Engineering RolesSarah Guo: that impacts the different types of engineering roles that exist in the future? Because right now I think there's, you know, a dozen different types of engineers that you can be, from QA, front end, et cetera.You know, there's a big swath. I've heard some people argue that in four or five years we'll basically end up with four engineering roles. It'll be people who are managing agents, it'll be four deployed engineers or FDEs, it'll be security engineers, and then people working on large scale infrastructure for a small number of services, and then everything else just collapses into the agentic world.Satya Nadella: Yeah, I- Do you think that's a correct view of the world? Yeah, I mean, I think, I think we'll have to experiment our way through it. But what you said is what... There are some very at scale things. At LinkedIn, they did structurally change- Mm-hmm ... uh, and it, you know, basically built up a new discipline called full stack builder, right?So they went and said, “Hey, let's bring, uh, people from design and product management, front end engineering, all put them together.” Uh, but also have an edge, right? It's not like the design person still doesn't have the design edge, or the front end [00:27:00] person doesn't have the front end edge, but you can give yourself bigger scope in roles so that you're not confined to one role.Um, and then r- equally, infrastructure has become very critical, right? So in other words, like, I mean, RLEs, I mean, one thing we've realized is even for the Excel team, for example. Mm-hmm. Building the RLE in which a reward can be learned is actually one of the hardest sort of infrastructure problems.Mm-hmm. Uh, and so you kind of need even new talent, right? Distributed systems people even in what was considered an end user app team, uh, because it's a different skill set. So yes, infrastructure, science is the other one, obviously. Um, so I think we'll see how these evolve, right? Where's the s- real... I mean, always the world will have a bunch of specialists.Okay. Um, you know, I think the generalist role is going to be the most exciting, right? Because the leverage of a generalist- Mm-hmm ... um, is where we are going to see the maximum returns, right? When, when you said, “Hey, are you coding?” I'm now a gen- Like, what... I've basically translated [00:28:00] knowledge work Right?Which I did, where I created a Word document or a spreadsheet, or even, uh... And now I can build an app, right? It's in the same sentence. Uh, right? That idea that, “Oh, wow, my generalist skills have gotten higher leverage,” I think is what we're gonna see across the board. Music to the ears of CEOs and VCs that are, like, a little dangerous and a lot of- Golden age for idea peopleSarah Guo: idea people. Yeah. Uh- With a lot of agency. I- if you take that idea of personal agency and you just zoom it out to the organizational context, um, uh, my partner Mike Renall, who, uh, actually started his career at Microsoft, just wrote an essay where one of the big takeaways is i- it's an age where you can be much more ambitious, and you need to be, given the pace of the environment and how quickly, actually, users and companies are open to adopting new technologies.Satya Nadella: Um, how do you think about... I, I feel silly asking this of somebody running a, you know, trillion-dollar-plus company already, butAmbition & Making the Impossible PossibleSatya Nadella: how do you think about how Microsoft can be more ambitious now? It's a great question. Um, I [00:29:00] think, um- I think the, the thing in these type of transitions is to have a conceptual model of how work can change to go after outcomes that you could hardly imagine previously, right?In fact, Kevin Scott has this nice line, right, which is, um, when you can make the impossible... Like, when you're making hard things easier, that's sort of one point of leverage. But true ambition is about making the impossible possible. So now the thing that is missing a little bit in all of our organizations is what is that new conceptual model of what can we build?What was impossible and what can we build? And I'll give you one example of this, right, which is I take great inspiration from sort of the people who were managing the Azure net- network. And they came to the... This was from even last year. You know, we were scaling. You saw that I, I [00:30:00] talked about sort of how we built in the last 15 months more Azure capacity than we built in the first 15 years.I mean, it's crazy. Wild. Yeah. Right? It's pretty wild. And it's the same team. So they saw that and they said, “Bob, this just ain't gonna work if we don't reconceptualize our work.” So they built... Essentially they said, “Our job is not to do Azure networking. Our job is to build the agentic system does, that, that does Azure networking,” right?These are the folks managing the 500-plus fiber operators managing the VAN, right, all over. And fiber operations ultimately is a physical operation. Things get cut, things get, uh, you know, have to be repaired. You know, we have fancy words called DevOps and so on. Basically, emails are coming in and you gotta go respond to them, take care of it.So they built this agentic system. They even have a character for it. It's called Miles, and it sort of does all this stuff, right? They started sort of screaming for more tokens and so on. And so they were saying, “Look, uh, we don't need a headcount. We need tokens in order to be able to [00:31:00] manage, uh, our operation.”That reconceptualization- Mm-hmm ... of what their work is, right? They, they basically took their work and made it meta, right? That meta work is now their new work. Mm-hmm. Right? In the ‘80s, if somebody had come to us and said, “4 billion people are gonna get up in the morning and start typing,” my model would've been, we need 4 billion typists?But we're not doing typing, we're doing knowledge work. So that, to me, I think is it, right, which is whether it's Microsoft or whether it's any organization, is to give ourselves permission to do new types of metacognition, meta work, using these new tools to change the outputs that matter, uh, and then really make the impossible possible.Sarah Guo: So completing that dot or the, the connective tissue across those, I think, is where a lot of the enterprise value will get created.Data Center Build-Out & Community ImpactSarah Guo: Should we talk about data centers? Yeah, please ask. Oh, okay. Well, uh, uh, w- we-- this leads nicely into the data center build-up. I always think, I- I just-- I'm just impressed at the sheer scale of the [00:32:00] build-out from Microsoft, but also everyone else, that this is redefining what it means to be a hyperscaler.And I just feel like that, that, that is at unprecedented scale on finances, uh, on the way you run the company, but also the communities that are, that are impacted. Um, yeah, just talk a bit more about what you're seeing on the ground, like when you visit your- Yeah, I think there are two aspects of it.Satya Nadella: Obviously, the, the build-out is, uh, extraordinary. Um, you know, nothing like this has happened, and it's great to be, uh, one of the participants in it. Uh, but you brought up the other part, right? I think at this point it's clear that unless we as an industry, uh, are very principled about ensuring that the benefits of all the stuff we're talking about are felt in real ways, uh, at the community level, right?Because this is not just a, a campaign, um, right? It has to be real, where people are saying, “Look, this is not ch- changing the prices on energy for me.” In fact, if anything, it's bringing down prices because long term there's going to be a better [00:33:00] grid, there is going to be more energy. Water consumption is, in fact, not sort of, uh...In fact, water is being replenished, right? You gotta really, you know, educate folks on truly what's happening, the cl- uh, the closed loop systems we are building. We have to invest in the training, the jobs, the tax base. In fact, the least talked about stuff is the amount of jobs that get created during construction, after construction.What's the tax base that's there in the community? And, and all this has to be real. Um, and, and if that is the case, then we will have permission. If it is not, we won't have permission. It's as simple as that, right? Which is, uh, we, we... I think we have to take it as an industry pretty seriously. Uh, I think it's good for communities to be skeptical, ask the hard questions, for us to do the hard work, earn that.Um, but at the end of the day, if there's-- if we can really be the produ-- Wait. I've always felt like in human history, if you use a lot of energy but also create a lot of value for society- The story has been fantastic. If you don't [00:34:00] do that, it's not been that great. And this time around, I'm a firm believer that ultimately if you do have a token economy that drives productivity, that drives economic growth, that drives broad spread, um, you know, participation, better health outcomes, um, then I think we'll be in a great place.Sarah Guo: Uh, and that's at least what we all have to be focused on. Yeah. It, it makes me think actually that with all these initiatives that you're doing, might be e- easier to see ROI in the communities first before in enterprise. Yeah. I, I mean, I think both sides. Yeah. In fact, it comes back together. It has to be the people in the communities are going to be employed, are going to be participants, uh, in the real economy, right?Satya Nadella: That's I think the question is. Like, if we- if the broad economy is doing well and the communities are doing well, the dots get connected. It's sort of the market forces are such that we will connect the dots. And that I think is it. Like, you ought to be able to see the evidence. You can't be about o- any one company, uh, but it has to be broad economic growth and broad [00:35:00] ec- you know, community permission.Elad Gil: Yeah. I guess I wanna talk aboutSocietal Impact & Optimism About AIElad Gil: what you're most optimistic about currently or what have you most updated your personal models on regarding societal impact of AI? So you're saying what's the, the, the- What have you updated most on in terms of societal impact of AI? Yeah. I think the, um, the p- the most, um- Critical thing is the first question we even started with, which is we need to tell the story and make it real that everybody has a real shot to participate as a first-class participant in this new economy.Satya Nadella: Right? That's kind of, I think we- in the next 12 months, 18 months, we need a way for people to say, “Oh, wow, I get it.” Right? There's going to be tremendous capability, tremendous amount of infrastructure, but I can see what is going to happen, whether it's the benefits like health outcomes or my ability to create a startup or my ability to run my [00:36:00] local sort of, uh, store more efficiently.It's just happening, and I see that, uh, benefit myself, right? That to me, you know, earning that permission in a path-dependent way, we can't wait. See, the one thing, Eli, that I've now learned is I think the world is gonna be very skeptical of tech and tech companies that say, “Trust us, we've got it. The g- future is gonna be glorious.”Sarah Guo: Uh, you kind of have to deliver tangible benefits. Um, and quite frankly, politicians winning elections, uh, because they have advocated for that. That will be at least my adjustment because without it, um, thinking that somehow... Because it's too important this time around. It's too much of the economy for it not to be the case So one very simple framework I have for, you know, what are, what is gonna be the broad benefit of AI, um, beyond the communities just working in technology, are, are sort of wealth creation- Yepit's [00:37:00] gonna happen in a ton of different companies, startups and large companies. Then you have healthcare. Uh, you, you had amazing demos today. There are companies like Open Evidence. I think that is happening. Um,Education & Future of LearningSarah Guo: education seems like another one that's an- Yep ... obvious good where we haven't seen as much impact as I'd expect.Swyx: Do you have a hypothesis on why that might be, or if it'll come? Yeah, I mean, I think this is where, again, how we think about education, how... You know, recently I met with, uh, the founders of Alpha School and learnt a lot about what they were going and going about, and it's fascinating to listen, uh, to how to even rethink- MmSatya Nadella: uh, what does education really look like. Because I think it's actually very important. Mm. Uh, and I'm not saying anything traditionally being done is less important, right? I was even looking at the, uh... It's fascinating to see. I, I, I forget the which Stanford class it was, uh, the, the Asian guidelines for CS something.Mm. Uh, because you still need people to learn. Uh, like it was an interesting AI class that they were making sure people were learning how to apply softmax appropriately versus saying, “Hey, fix my training run.” Mm-hmm. Uh, so I think learning concepts is important. It's going to [00:38:00] be, uh, critical. But the way we create the incentives, what are the credentials, how we value those credentials, what is the employment opportunity for those credentials?So I think that there's a complete change that has to happen, uh, given the way to get to information, way to educate yourself, way to continuously keep yourself updated has changed so much. So I think interestingly enough, maybe the next big startup and success story could be someone who builds a new university, um, or a new, um, pedagogy even of how to get someone to go through a curriculum and find economic opportunity, uh, that's highly valuable.Well, that has felt, uh, perhaps impossible for a long time, but it's a great note to end on and something that might be possible. It's still possible. Yeah. Thank you, Satya. Thank you so much. Thank you. Yeah. I appreciate it. Thank you all. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.latent.space/subscribe

US equity futures are modestly higher, Asian markets are mostly higher, while European equities are also firmer. Equities are being supported by improving sentiment around US-Iran developments, with reports of a potential 60-day ceasefire framework helping to ease concerns around energy supply disruptions and inflation pressures. While negotiations remain ongoing and key issues such as uranium stockpiles are unresolved, the market is increasingly pricing in a de-escalation scenario. This has contributed to softer oil prices, more stable rate expectations, and continued strength in AI and technology-led segments, even as investors remain mindful of lingering geopolitical uncertainty and macro risks.Companies mentioned: SpaceX, Uber Technologies, Autodesk

Rafael Ojeda, miembro del Comité De Inversiones de Ursus 3 Capital Agencia de Valores sigue de cerca los escenarios de SpaceX, Dell Technologies, NetApp, Autodesk...

A big thank you to Autodesk, the sponsor of Engineering Influence at this year's convention. Autodesk partners with the AECO industry and its leaders to shape a more connected, data-driven future, empowering engineers to work more intelligently and to make confident decisions to drive meaningful impact. This enables firms to evolve, stay competitive, and deliver stronger business outcomes, all while designing a better world. So thank you again to Autodesk. Recording from the 2026 ACEC Convention, Politico's Jonathan Martin discusses congressional culture, the shift from centrist policymaking to polarized primaries, and the need to address gerrymandering. The episode highlights the rise of authenticity and the popularity of long-form media like Martin's "On the Road" podcast and discusses Martin's new book, "This Will Not Pass." 

Every system we move through runs on norms: rules and agreements that are both explicit and implicit. And nowhere are they more powerful–or more invisible–than in how we lead and how we build our businesses. In fact, sociologists have consistently found that norms don't announce themselves. They travel through families, schools, workplaces, and entire cultures through repetition and imitation, often persisting long after the conditions that created them have changed. We absorb them before we can name them. And once they are inside us, they feel like “just the way things are.”In leadership development the norms run so deep we have mistaken them for truth. As a result, the model leader–despite decades of language to the contrary–still looks and sounds like a very particular kind of person.My guest today offers that leadership development has been trying to make better leaders for a broken system, rather than questioning whether the system itself needs to change. Nilofer Merchant has spent her career making the invisible visible–naming the norms, the systems, the daily routines that keep us collectively stuck. In this conversation, we go deep on the difference between caring and caretaking, what it means to trust yourself when the ground keeps disappearing, and what it actually takes to stop trying to fix what is not working and become someone who builds what is needed, right where you are.Nilofer Merchant is the co-founder of Intangible Labs. She spent over 25 years leading technology companies (Apple, Autodesk, GoLive/Adobe) and personally launched over 100 products and services, netting $18 billion in revenues. She is ranked among the top 50 influential management thinkers in the world (one of her TED Talks has been referenced 300 million times). Our Best Work is her 4th book.Listen to the full episode to hear:Why accepting our current norms won't get leaders where they want to goHow what we call personal agency is in reality socially constructed and drivenWhy we need more real care and less caretaking in our relationships at work and in lifeHow teams can shift towards situational leadership and recentering how we think about the unique value and capabilities individuals bringHow ownership, shared purpose, and co-creation help us build new systems, unstuck from the status quoNilofer's lessons about self-trust, taking risks, and approaching the future of work with hopeLearn more about Nilofer Merchant:WebsiteThe Intangible LabsInstagram: https://www.instagram.com/nilofer/Facebook: https://www.facebook.com/nilofer.merchantConnect on LinkedInOur Best Work: Break Free from the 24 Invisible Norms That Limit UsLearn more about Rebecca:rebeccaching.comWork With RebeccaThe Unburdened Leader on SubstackSign up for the weekly Unburdened Leader EmailResources:The Power of Onlyness: Make Your Wild Ideas Mighty Enough to Dent the WorldMary Parker FollettMother Mary Comes to Me, Arundhati RoyThe God of Small Things, Arundhati RoyPrizefighter - Mumford & SonsLaw & OrderDire Straits - Money For NothingDuran Duran - Hungry like the WolfThe Curiosity Shop with Brené Brown and Adam GrantChapters:(00:07) - Introduction (12:12) - Why Norms Persist (15:17) - Making the Hard Changes (16:42) - Personal Agency is Not Persona (19:31) - Servant to Situational Leadership (23:44) - Care vs Caretaking (32:37) - Making it Practical: Power of Onlines (39:38) - Uncertainty and Control (43:20) - AI, Layoffs, and Control (46:33) - Build The New Village (48:29) - Ownership Over Accountability (53:03) - Trusting Your Instinct (57:29) - Walking Toward Yourself (01:01:06) - Hope As Liberation (01:04:06) - Quickfire Questions (01:10:44) - How To Connect (01:11:33) - Closing Thoughts

Bentornati su Snap!Luci sulle ombre dei risultati ottenuti usando Claude per trasformare un'immagine in Dwg, sull'uso di Claude con Autodesk Fusion in casi reali e nell'importazione di modelli 3D in Procreate.Almeno c'è qualcosa da festeggiare!Buon ascolto!—>

A big thank you to Autodesk, the sponsor of Engineering Influence at this year's convention. Autodesk partners with the AECO industry and its leaders to shape a more connected, data-driven future, empowering engineers to work more intelligently and to make confident decisions to drive meaningful impact. This enables firms to evolve, stay competitive, and deliver stronger business outcomes, all while designing a better world. So thank you again to Autodesk.   Welcome to Engineering Influence, a podcast from the American Council of Engineering Companies coming to you from our 2026 convention and legislative summit in Washington, D.C. Host interviews Pulitzer Prize-winning historian Jonathan Meacham about the state of American politics, the erosion of institutions, parallels between the 1920s and today, the rise of nationalized and atomized political discourse, and the question of whether 'Trump' or 'Trumpism' will define the coming years. Meacham discusses his new book, "American Struggle," and emphasizes the ongoing nature of the American experiment and the role of history in understanding and responding to current challenges.

In this episode of The CADDle Call Podcast, we sit down with Tim Yarris - Senior Product Manager for Civil 3D at Autodesk - to break down everything you need to know about the 2027 release. From AI-powered design tools to brand-new civil engineering features, Tim walks us through what his team has built to make your workflow faster and smarter.We dig into Autodesk's exciting Technology Previews, including the daylight feature line and the AI-enabled Autodesk Assistant, and discuss what "Technology Preview" actually means for everyday users. We also explore how Autodesk is thoughtfully integrating AI directly into design products, productivity upgrades across the AEC Collection, and what's new in AutoCAD 2027.Whether you're a Civil 3D power user, an AEC professional, or just curious about where Autodesk is headed, this episode is packed with insight straight from the source.

In today's podcast, Michael Gove is joined by the Secretary of State for Housing, Communities and Local Government, Steve Reed, at a Spectator event titled ‘Levelling Up vs Pride in Place', sponsored by Autodesk.They discuss the evolution of government plans to empower local communities – from Big Society to Levelling Up and now Pride in Place – the challenges they face, the lessons that Labour is trying to learn from Conservative mistakes, and why continuity matters when it comes to governing.However, their conversation coincides with a time when Labour's continuity of leadership is under serious threat, given Wes Streeting's resignation and – live as Michael and Steve were in conversation – the decision by Josh Simons MP to relinquish his duties as the MP for Makerfield so Andy Burnham can begin the process of returning to the Commons. Listen as Steve – one of Keir Starmer's closest allies and friends – digests the news and responds to those who think there is a ‘caped superhero that's coming our way who has got all the answers to these problems'.Become a Spectator subscriber today to access this podcast without adverts. Go to spectator.co.uk/adfree to find out more.For more Spectator podcasts, go to spectator.co.uk/podcasts.Contact us: podcast@spectator.co.uk Hosted on Acast. See acast.com/privacy for more information.

Major Wall Street banks are now pushing back their expectations for Federal Reserve rate cuts as inflation risks and jobs data complicate the picture. We discuss what a longer wait for rate relief means for your bond portfolio, mortgage, and stock valuations.Today's Stocks & Topics: Golar LNG Limited (GLNG), Market Wrap, Bentley Systems, Incorporated (BSY), Jacobs Solutions Inc. (J), MercadoLibre, Inc. (MELI), Is Goldman Sachs Right About the Fed Rate Cut Forecast?, Autodesk, Inc. (ADSK), Newmont Corporation (NEM), VanEck Gold Miners ETF (GDX), Rio Tinto Group (RIO), Schwab U.S. Dividend Equity ETF (SCHD).Our Sponsors:* Check out Pebl: https://hipebl.ai* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince: https://quince.com/invest* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.comAdvertising Inquiries: https://redcircle.com/brands

On this episode of Chit Chat Stocks, we rank every company in Ryan's portfolio on business quality and valuation. We cover Airbnb, Adyen, Wise, Remitly, and many others. (03:59) Remitly(12:33) Adobe(17:59) Alphabet(22:39) Wise(29:38) Airbnb(35:23) Grupo Aeroportuario del Centro Norte(38:59) Wix(43:17) Amazon(47:21) Coupang(51:07) Autodesk(53:08) Taiwan Semiconductor(56:04) Corporacion America Airports(59:06) Adyen*****************************************************Subscribe to our newsletter, Emerging Moats: ⁠emergingmoats.com⁠ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: ⁠https://www.interactivebrokers.com/⁠ Interactive Brokers is a member of SIPC. *********************************************************************Check out Value Spotlight: ⁠Stockwriteup.com⁠ *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 25% off any plan: ⁠⁠https://fiscal.ai/chitchat⁠ *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

What happens when AEC firms ban Claude because they don't know where their project data goes?In this episode of KP Unpacked, KP Reddy and Nick unpack the regression happening across construction firms: people disconnecting Claude, companies banning enterprise AI tools, and employees carrying two laptops (work and personal) to keep building with tools their firms won't approve. A 3,000-person AEC firm just banned Claude entirely. The result? Everyone's using personal instances on company time, and the firm loses all institutional knowledge being built in those sessions.But the deeper conversation is about IP anxiety in project-based industries. In AEC, there is no enterprise, the project is the enterprise. If you're a civil engineer on the Tesla factory and Tesla says "don't share our data with LLMs," how do you even comply when Claude's connected to your email? The answer: firms are hitting pause out of fear, not strategy. Meanwhile, KP delivered his first Zero RFI keynote at Building Transformations, and the feedback was split. Some GCs realized Zero's tools could drive risk to zero, which raises an existential question: if owners don't need insurance against risk anymore, why hire a general contractor?Key questions answered:Why did a 3,000-person AEC firm just ban Claude entirely?What happens when employees carry two laptops to keep using AI tools their firms won't approve?How do you protect client IP when Claude's connected to your enterprise email?Why are AEC firms regressing on AI adoption instead of accelerating?What feedback did KP get from his first Zero RFI industry keynote?If Zero can drive project risk to zero, why do owners need general contractors?What are owner-controlled insurance policies (OCIPs), and why don't more people use them?Should firms invest $200/month per employee for enterprise Claude, or keep blocking it?Why do some firms still run on-prem Exchange servers instead of migrating to cloud?How do law firms handle attorney-client privilege when connecting email to LLMs?What's the difference between major muscle tissue (Procore, Autodesk) and connective tissue (Zero's tech stack)?Why is Microsoft Copilot "good enough" for 700K Accenture licenses but not for startups?If you're an AEC firm struggling with data privacy policies while employees build workarounds, wondering whether blocking AI tools protects you or puts you further behind, or trying to understand what happens when risk mitigation becomes automated, this episode will force you to ask whether hitting pause feels safe, or just delays the inevitable.Listen now.

Digital twin technology is evolving rapidly, and when combined with artificial intelligence, it is starting to reshape how oil and gas operations are run in real time. For years, companies have relied on simulation tools to design and test assets, but these tools are slow and limited to planning use. In this episode, we explore how new approaches are closing the gap between simulation and real-world operations, enabling faster and more accurate decisions. I speak with Greg Fallon, CEO of Geminus AI, about how combining physics-based models with machine learning creates a new decision layer for industrial systems. This allows operators to simulate thousands of scenarios in seconds and improve production without new capital investment. We also discuss real-world applications in refineries, oilfields, and LNG facilities, where companies are seeing measurable gains in efficiency, output, and reliability. The conversation explores the shift toward autonomous operations, where AI supports or even makes decisions in complex industrial environments. Looking ahead, this technology opens the door to system-wide optimization, connecting assets across the value chain and helping companies operate closer to their true potential. #oilandgas #digitaltwin #artificialintelligence

Fabian Alefeld hosts Pan Michaleris, founder of PanOptimization (PanX), and Erik Denlinger, co-founder and chief engineer, to discuss the evolution and role of simulation and finite element analysis (FEA) in additive manufacturing. Pan shares his background as a Penn State professor and entrepreneur (including a prior company acquired by Autodesk) and explains how simulation helps reduce costly trial-and-error builds by predicting distortion, temperature, stress, buckling, cracking, and recoater risks, while moving toward closed-loop manufacturing-to-design workflows and property prediction. Erik outlines PanX's commercial capabilities - fast thermo-mechanical simulation for very large parts, distortion compensation, and dwell-time optimization - and describes proof-of-concept work on controlling melt quality and hardness via parameter modulation. They cover adoption in aerospace/defense and new space, qualification implications, integration with build-prep workflows (e.g., EOS/Velosis), and cautious, validation-focused views on AI surrogate models.00:00 Welcome and Episode Preview01:13 Meet Pan and Erik01:59 Pan's Journey to PanX03:59 Erik's Origin Story05:10 FEA History and the Elephant Test08:32 Why Additive Needs Simulation10:23 Closing the Design Manufacturing Loop14:33 PanX Today Core Capabilities17:30 From Distortion to Material Properties20:25 Making Simulation Usable for Engineers27:06 Workflow Integration and Automation29:44 From Failures to Design30:41 Who Uses PanX Today32:41 Simulation for Qualification35:17 Layerwise Parameter Control38:51 Why FEA Is Hard41:38 AI and Surrogate Models46:53 Future Material Tailoring48:37 Roadmap Workflow Integration52:27 Closing Thoughts and Wrap

In this episode of the CADDle Call Podcast, we sit down with Ramesh Sridharan - Director of Reality Solutions for ABI at Autodesk - to break down everything new in Autodesk ReCap Pro 2027.We explore how reality capture is evolving in the AEC industry and what the latest ReCap release means for professionals working in BIM, construction, and civil design workflows.Whether you're a contractor, engineer, designer, or BIM manager, this episode will help you understand how to leverage reality capture tools to improve efficiency, accuracy, and collaboration.If you're looking to stay ahead in construction technology, digital twins, and laser scanning workflows—this is a must-listen.

Many AI startups funded in the last 18 months won't last three years - so what makes a business durable today?Yaniv Bernstein is joined by Marlon Nichols, co-founder and managing general partner of MaC Venture Capital - one of the most active seed-stage AI investors in the market, having scaled MaC to over $600M AUM across three funds in just four years. Marlon's portfolio includes Pipe, Stoke Space, Thrive Market, Chef Robotics, and exits like Wonder Dynamics to Autodesk and Gimlet Media to Spotify.In this conversation, Marlon uses his industry experience to explain the biggest threats to new AI startups, and what the key components of successful startups in the industry will be.In this episode, you will:Hear why Marlon thinks niche or mid-size foundational models are now prime acquisition targets for OpenAIDiscover why misreading traction is the #1 mistake VCs are making right nowLearn why Marlon is more excited about manufacturing-line prediction and grid-scale batteries than humanoid robotsExplore why founder unit economics need a complete rewrite when token costs replace SaaS-style marginal costUnderstand why software is no longer a moat — and why data access, deep customer integration, and speed are the only three durable advantages left at the application layerLearn the difference between AI-native companies and AI-bolted-on companies, and what a 5-year-old startup should do if it's on the wrong side of that lineTimestamps00:00 Coming Up01:07 On Today's Show: Durable Tech02:33 Meet Marlon Nichols03:25 Defining 'Durable' AI Startups05:23 Moats for Foundation Models07:15 Chef Robotics and AI Native vs AI Enabled09:24 Upgrading Legacy Startups10:55 Pipe's AI Pivot Case Study13:19 Winning at the App Layer15:56 Speed and Workflow Stickiness17:51 Investment Checklist and Team20:30 Automotive Digital Twins and Regulatory Testing24:27 Why Physical AI?26:09 Robotics In Manufacturing26:55 Energy Storage And Batteries28:30 Why Cheaper Builds Still Need Talent30:19 Where Traction Can Be Misleading33:41 Token Costs And Unit Economics36:46 Closing ThoughtsMentioned in this episodeMaC Venture Capital: https://macventurecapital.com/Marlon Nichols on LinkedIn: https://www.linkedin.com/in/marloncnichols/'The Bitter Lesson' by Rich Sutton: http://www.incompleteideas.net/IncIdeas/BitterLesson.htmlVera (Yaniv's startup, AI-supported guidance for people caring for ageing parents): https://vera.guide/The PactHonor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSecure your official TSP merchandise at https://shop.tsp.show/Follow us here on YouTube: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGgGive us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksThis episode of the Startup Podcast is sponsored by .tech domains. Forget weird prefixes and creative misspellings; the availability for .tech domains is simply way better than .com. For a clean name that highlights your tech credentials, get a .tech domain at your favorite registrar.This episode of the Startup Podcast is sponsored by Vanta. Vanta helps businesses get and stay compliant by automating up to 90% of the work for the most in demand compliance frameworks. With over 200 integrations, you can easily monitor and secure the tools your business relies on. For a limited time offer of US$1,000 off, go to ⁠⁠⁠⁠https://⁠www.vanta.com/tsp⁠⁠⁠⁠⁠The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 1:1 with Chris: http://chrissaad.com/advisory/Follow Chris on Linkedin: https://www.linkedin.com/in/chrissaad/Follow Yaniv on Linkedin: https://www.linkedin.com/in/ybernstein/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurAssistant Producer: Steph Hefferan https://www.linkedin.com/in/steph-heff/Intro Voice: Jeremiah Owyang https://web-strategist.com/

Herkese merhaba! "Yapay Zeka'da Bu Hafta"nın yepyeni ve dopdolu bir bölümüyle daha karşınızdayız. Bu hafta biraz dertliyiz; yapay zekanın hayatımızı kolaylaştırması harika ama beynimizi, özellikle de frontal lobumuzu nasıl tembelleştirdiğini ve bilişsel teslimiyet yaşayıp yaşamadığımızı masaya yatırıyoruz. Sadece bu kadar da değil! Kullanıcısından habersiz eski sevgiliye mesaj atan yapay zeka ajanlarından, teknoloji devlerinin ilk çeyrekte yaptığı 130 milyar dolarlık devasa yatırımlara kadar sektörde fırtınalar estiren gündem maddelerini değerlendirdik. Ayrıca Meta'nın Çin'e girme çabalarından aldığı ret cevabını, Apple'ın cihaz içi yapay zeka hamlesini ve Palantir CEO'sunun gelecekte kimlerin işsiz kalmayacağına dair çok tartışılacak açıklamalarını da bu videoda bulabilirsiniz. Adobe, Blender ve Autodesk gibi yazılımlara gelen Claude entegrasyonunun bizi bir anda "uzman" yapıp yapmayacağını da konuştuk. Siz yapay zekaya ne kadar bağımlı hale geldiniz? Kendi rotanızı çizmeyi unutup her şeyi asistanlara mı devrettiniz? Yorumlarda buluşalım ve tartışalım!Kanalımıza destek olmak, teknoloji ve yapay zeka dünyasındaki gelişmeleri kaçırmamak için videoyu beğenmeyi, arkadaşlarınızla paylaşmayı ve abone olmayı lütfen unutmayın. İyi seyirler! 00:00 - Giriş: Yapay Zeka Beynimizi ve Frontal Lobumuzu Nasıl Tembelleştiriyor? 00:04:10 - Hafızayı Canlı Tutmak İçin Neler Yapmalıyız? (Trekking ve Dijital Detoks) 00:05:42 - Yapay Zeka Ajanları Kontrolden Çıkıyor: Kendi Kendine Eski Sevgiliye Mesaj Atan Claude! 00:07:11 - Yapay Zekanın Manhattan Projesi: Teknoloji Devlerinden 130 Milyar Dolarlık Yatırım 00:10:00 - Çin'den Meta'nın Yapay Zeka Satın Alımına Veto 00:10:52 - Microsoft ve OpenAI Arasındaki Tuhaf "Açık İlişki" 00:12:00 - Alibaba'nın Yapay Zeka Video Aracı Neden Beklentiyi Karşılamadı? 00:12:54 - Yapay Zeka Donanım Duvarına Çarptı: Çip Kıtlığı, Maliyetler ve Intel'in Yükselişi 00:15:37 - Apple'ın Offline (Cihaz İçi) Yapay Zeka Hamlesi 00:16:24 - Mark Zuckerberg'in Çince Öğrenerek Çin'e Girme Çabaları Neden İşe Yaramadı? 00:17:46 - "Organik İçerik Ölmez": Ajansların Yapay Zeka Karşıtı Adımları ve Google Protestoları 00:19:22 - Palantir CEO'sundan Çarpıcı Analiz: Yapay Zeka Çağında Hangi Meslekler Ayakta Kalacak? 00:21:32 - Adobe, Blender ve Autodesk'ten Claude Entegrasyonu: İsteyen Herkes Tasarımcı Olabilir mi? 00:24:32 - Kapanış ve DeepSeek 4 Çıkışı#yapayzeka #haber #openclaw

Women's Leadership Success Podcast — Episode 161Executive Summary: In 2026's era of mass layoffs and rapid restructuring, talented women leaders are being thrust into expanded roles before they feel ready. Executive coach Sabrina Braham reveals the 3-move framework — drawn from 30+ years of client breakthroughs — that transforms overwhelm into executive presence and lasting confidence.Quick Takeaways:75% of executive women have experienced imposter syndrome — even after earning their seat (KPMG).The skills that made you successful at your last level often stop working at the next one.Confidence is not certainty — it's steadiness while uncertainty still exists.Silence creates anxiety; even imperfect clarity helps teams move forward.Leadership doesn't begin when confidence arrives — it begins when you decide to move anyway.The Role Just Got Bigger. Your Confidence Hasn't Caught Up. Now What?You didn't plan for this. The promotion path you imagined — deliberate, supported, well-timed — isn't what happened. Instead, a reorganization happened. Layoffs happened. Two managers left in the same week. And suddenly, you're carrying responsibilities that didn't exist in your job description six months ago, with a team looking to you for answers you're not sure you have yet.If this sounds familiar, you're not behind. You're right on time.I'm Sabrina Braham, MA, MFT, PCC — executive leadership coach with over 30 years of experience helping senior women leaders step into bigger roles with confidence and clarity. The Women's Leadership Success Podcast has surpassed 900,000 downloads and is ranked in the top 1.5% of podcasts globally. Clients include leaders at Stanford University, Ernst & Young, Autodesk, and companies of all sizes — from high-growth startups to global enterprises.In Episode 161, my husband and co-producer Tim Warren turns the microphone around and interviews me — because over the past year, one challenge has shown up in virtually every coaching engagement I've had: talented, proven leaders being asked to lead roles that expanded faster than their confidence. This episode — and this guide — is for you.The 2026 Reality: Forced Expansion Is the New Normal for Women LeadersWhat's happening in the workplace right now isn't a temporary disruption. It's a structural shift — and it's disproportionately landing on the shoulders of high-performing women.Grant Thornton's 2026 Women in Business research found that women's representation in senior U.S. leadership dropped from 35% to 31% in just two years — precisely as layoffs consolidated organizational structures and eliminated the middle-management layers that once served as leadership on-ramps. Fewer women are getting promoted through deliberate paths, and more are being pulled into expanded roles through organizational necessity.Meanwhile, a March 2026 Stanton Chase study of 132 women executives across 45 countries found that the single most consistent piece of advice from women who had reached the C-suite? Move before you feel ready. More than 50 of the 132 respondents — independently, across industries and continents — said some version of: "Don't wait until you feel 100% prepared."And yet KPMG research shows that 75% of executive women have personally experienced imposter syndrome — even those who have objectively succeeded at the highest levels. That gap between external achievement and internal confidence isn't a character flaw. It's a predictable psychological pattern — and one you can navigate strategically.What "Forced Expansion" Actually Looks LikeForced expansion is what I call the pattern where leaders aren't stepping into bigger roles through a thoughtful promotion path — they're being pulled into them. Someone leaves. A division gets cut. Departments combine. Budgets tighten. And suddenly, one capable leader is carrying the work of two or three.One of my clients last week illustrates this perfectly: an engineer was hired at a top company into a manager role. On his third day, the two other managers in his division quit — and he went from overseeing one section to overseeing all of them. That's not an edge case anymore. That's Tuesday.Another client — a leader in manufacturing — inherited a second, highly technical department she had never led, after a round of layoffs. Her first instinct was: I need to know everything before I speak with confidence. That belief was slowing her down. We changed the model. She stopped trying to be the smartest person in every room. Instead, she began asking sharper questions, clarified priorities, built accountability, and used the expertise already around her. Within months, executives stopped seeing someone who was overwhelmed — and saw someone who was expanding. That changed everything.Why High Performers Struggle Most When Roles ExpandHere's the uncomfortable truth that most leadership advice doesn't address directly: what made you successful at your last level often stops working at the next one.High performers are rewarded for execution, reliability, doing more, and fixing problems personally. But senior leadership rewards something different: direction, judgment, influence, composure, and decision-making without certainty. Many smart leaders try to win the next level using the habits from the last level — and that creates burnout fast.You may recognize yourself in any of these:More responsibility, but less clarity on what success looks likeGreater visibility with senior leaders — with bigger expectations and fewer instructionsPressure to lead confidently while still learning the terrainFeeling capable, but not fully readyWondering how to be seen as promotion-ready when you're still figuring out the new scopeBeing strong technically, but stretched strategicallyIf any of this feels familiar, you are not behind. You are in the exact transition where careers accelerate — or stall. And how you navigate it determines which direction yours goes.The Trap: Waiting for Internal PermissionThe most common behavior I see in leaders experiencing forced expansion is what I call waiting for internal permission. They over-prepare. They hesitate. They second-guess. They believe, somewhere deep down, that they need to know everything before they can speak with confidence.That belief is expensive. It costs you time, opportunity, and the trust of the team waiting for you to lead.The mindset shift that changes everything: stop trying to prove you deserve the role. Start acting like you belong in it. Presence is built in motion. Confidence grows through reps. You become ready by leading.The 3-Move Framework for Leading Before You're ReadyWhen I work with leaders navigating forced expansion, these three moves consistently separate the ones who rise from the ones who stall.Move 1: Define Success ClearlyGet a vivid picture in your mind of what it looks like when you're truly succeeding in this role — not performing, not surviving, but succeeding. What decisions are you making? How is your team showing up? What are senior leaders saying about your impact?Write it down. Specificity is power here. And remember: not everything matters equally. Forced expansion often means 10 priorities land at once — but only two or three actually move the needle right now. Identify those and protect your focus fiercely.Try This Now (10 minutes): Open a blank document and write your answer to this question: "If I'm wildly successful in this expanded role 90 days from now, what is true?" Don't edit. Don't filter. Let yourself see it clearly first.Move 2: Build an Advisory CircleLeadership is not a solo performance. One of the most powerful things you can do in a stretch role is identify the people — inside and outside your organization — who have the expertise, context, and candor to help you navigate.This is not about admitting weakness. It's about operating strategically. The executives who rise fastest in times of organizational change are the ones who mobilize the intelligence around them, not the ones who try to contain every answer personally.Your advisory circle might include: a peer in another department who knows the terrain you've newly inherited; a mentor who has navigated similar transitions; a coach who can help you build your next-level skillset; and experts on your own team whose knowledge you can leverage while you're learning.The Stanton Chase 2026 study found that securing sponsors — people who advocate for you behind closed doors — is the second most consistent differentiator for women who reach the C-suite. A mentor advises you. A sponsor walks into a room where your name isn't being mentioned and makes sure it is.Move 3: Communicate Often — Even Without All the AnswersSilence creates anxiety. Clarity creates momentum. Even imperfect clarity helps teams move.Your team doesn't need you to have all the answers. They need to know someone is navigating — that there is direction, even if the path is still forming. The strongest leaders I know can say: "We don't know everything yet. Here's our next move. We'll adjust as we learn."That kind of leadership doesn't weaken trust. It builds it. Establish a communication rhythm immediately: weekly team check-ins, regular updates to your senior leadership, brief touchpoints with stakeholders in areas you've newly inherited. Don't wait for perfect information. Communicate your thinking, your priorities, and your progress — and invite input along the way.    Coming Soon — Free for Early AccessLeading Before You're ReadyA premium leadership playbook by Sabrina Braham, MA, MFT, PCCThis is the playbook Sabrina created for every high performer navigating more visibility, bigger expectations, and faster timelines — a practical, structured guide for what actually changes at the next level of leadership.? Lead with greater confidence and clarity — right now, not someday? Increase your visibility with the decision-makers who determine your next opportunity? Build executive trust faster in new and expanded roles?...

Regal Renord [sic] Corporation Names Aamir Paul As New CEOIN: Louis Pinkham (24%) will also resign from the Board of Directors effective on his last day as CEO. ININ: Because of Chair Rakesh Sachdev (15%) OUTA powerful counterpoint to a new CEO's powerAxalta Coating Systems (27%)Herc Holdings (14%)Edgewell Personal Care (13%)OUT: “On October 29, 2025, the Company announced that Mr. Pinkham, our CEO, will separate from his role with the Company in connection with a CEO search process being led by the Company's Board. Mr. Pinkham's separation from his role as CEO is expected to occur by June 30, 2026.” OUTWhat took them so long?And what's wrong with their bench? ($8.775M golden hello)Brooke Lang: President, Power Efficiency Solutions (2022-)VP & GM of the Power Components DivisionEaton (2008-2016)Jerry Morton: President, Industrial Powertrain Solutions (2015-)served as President – Integration, Motion Control Solutions from 2021-2023, President of the Power Transmission Solutions from 2019-2021, Vice President, Business Leader of Power Transmission Solutions from 2017-2019, and led the global operations for Regal Rexnord's power transmission business from 2015-2017. Kevin Long: President, Automation and Motion Control (2025-)10 years at Dover Corporation, most recently as Group President of OPW, a global business serving the fluid handling, clean energy, cryogenics, and car wash markets.IN: Aamir spent years at Schneider Electric: essentially a AAA MSCI companyENVIRONMENT: Opportunities in Clean Tech 4.7 industry average/6.4 score (Regal is completely opposite here 4.7/3.0) INOUT: The Board is too entrenched: get rid of Rakesh Sachdev (15%, 18 years) Curtis Stoelting (21 years, 9%), Stephen Burt (15 years) and maybe this could work. OUTUFC CEO Dana White Says WHCD Shooting Was 'Awesome' and He 'Took In Every Minute' of the Incident IN: Dana White is Dana White. Works perfectly for TKO Holdings and Meta Platforms ININ: Because of Ari Emanuel (CEO/founder/Chair of TKO) and Zuck OUT (CEO/founder/Chair of Meta). Ari is the most powerful agent in Hollywood. Zuck is the king of social media addiction. They handle the “adult” business while Dana handles the “middle school” businessTKO Group Holdings: Ari Emanuel 67%Meta Platforms: Zuck 68%; Dana White 0%OUT: Dana White is Dana White. How are major sponsors like Disney going to feel about calling a shooting “awesome.”IN: Look at the Board: these are serious douches and they love this kind of behavior OUTAri Emanuel: known as being the a-hole of Hollywood.Silver Lake's Egon Durban: VC bro, Elon bud, Dell buddy, say no moreTKO COO Mark Shapiro: Hollywood man has served wherever there are bratty boys in charge: TKO, Endeavor (re: Elon, Ar, Egon), Dick Clark Productions, Papa John's, Six Flags, etc.TKO LD Steve Koonin is the CEO of the Atlanta Hawks and used to serve on the WWE and GameStop boards“The Rock”Former WWE CEO Nick KhanNepobaby Jonathan Kraft, NFLOUT: Look at the Board: these are serious douches and they love this kind of behavior. This is male toxic leadership that will eventually screw it all up. Ari Emanuel: known as being the a-hole of Hollywood.Silver Lake's Egon Durban: VC bro, Elon bud, Dell buddy, say no moreTKO COO Mark Shapiro: Hollywood man has served wherever there are bratty boys in charge: TKO, Endeavor (re: Elon, Ar, Egon), Dick Clark Productions, Papa John's, Six Flags, etc.TKO LD Steve Koonin is the CEO of the Atlanta Hawks and used to serve on the WWE and GameStop boards“The Rock”Former WWE CEO Nick KhanNepobaby Jonathan Kraft, NFL AIG names Andersen CEO as Zaffino moves to exec chairIN: You're getting a two-headed monster. Eric Andersen (ex-Aon President) handles the daily operations, while Peter Zaffino stays as Exec Chair to handle the high-level strategy OUTIN: Andersen spent years at Aon. OUTClimate Change Vulnerability 6.2/8.2 Human Capital Development 4.2/4.9 Privacy & Data Security 3.8/5.0OUT: AIG is already strong in the same places: OUTClimate Change Vulnerability 6.2/7.1 Human Capital Development 4.2/6.0Privacy & Data Security 3.8/4.9OUT: Peter Zaffino is a massive personality (32%). He's going to backseat-drive every decision Andersen makes, leading to a paralyzed C-suite. OUTLD John Rice 14%, Diana Murphy 11% (4 boards), Linda Mills 11%No tenure above 10 yearsOUT: Crappy succession planning. Why ignore the bench? Anderson's golden hello has not been disclosed yet but you know it's going to be bad. What about? INCharlie Fry: EVP, Reinsurance and Risk Capital OptimizationJon Hancock: EVP & CEO, General Insuranceleads AIG's three business segments: North America Commercial Insurance, International Commercial Insurance and Global Personal Insurance, and AIG's Claims organization and Chief Underwriting Office.Previously, led AIG's International Commercial Insurance and Global Personal Insurance businesses; former CEO of International General Insurance from June 2020 to December 2023; Director of Performance Management at Lloyd's of London from 2016 to 2020 with responsibilities including oversight of performance and risk management globally across the Lloyd's market.Pearson CEO Omar Abbosh is up for Autodesk board seat as director exitsIN: Omar Abbosh led Microsoft's Industry Solutions. Autodesk is desperate to become an AI software company: Omar is the guy who actually knows how to sell AI to enterprises. INOmar is “Hall of Famer”Autodesk already has 2 hall-of-famers: Ram Krishnan, Rami RahimStephen Milligan (who Omar is replacing) = ROTATIONOUT: Have a director named Jeffrey Epstein OUTIN: Chair Stacy Smith (12%; former CFO Intel) is cleaning up: replacing a hardware guy (Milligan) with a software/AI guy (Omar) OUTOUT: Despite what you might think, don't invest because they have a female board chair: Stacy is a dude. OUTIN: Omar is CEO at Pearson, dealing with the ethics of AI in education: Autodesk is rapidly integrating AI into urban planning and architecture to foster more sustainable, equitable, and efficient cities. All boards need AI dudes like Omar OUTOUT: Omar is the CEO of Pearson. Pearson is in the middle of its own massive AI transition. He doesn't have the bandwidth to be an effective director at Autodesk. He's just a big name OUTOUT: Losing Stephen Milligan (ex-Western Digital CEO) could be trouble: will Autodesk overdo its AI hand? Spend too much, fire too many people? OUTTrump's idea to ‘just buy' bankrupt Spirit Airlines draws GOP backlashIN: CEO Dave Davis (45%) rescued Sun Country. OUTTransportation 12%Law and Government 2%Economics & Accounting 3%Sales & Marketing 0.4%IN: Director (and ALL STAR) Robert Milton (6%). Former CEO/Chair of Air Canada; led the restructuring there; isn't at Spirit to watch it liquidate INOUT: CFO Fred Cromer is presiding over Spirit's second bankruptcy restructuring in under two years OUTOUT: John Bendoraitis has been the COO since 2017. He's been the architect of the operation during Spirit's entire decline—the engine issues, the labor disputes, and the service meltdowns OUTOUT: Trump thinks it's a good idea INSnap (SNAP) Appoints Doug Hott as New CFO.IN: Doug Hott is coming from Amazon. He understands addicted customers.INOUT: former CFO Derek Anderson also came from Amazon. OUTIN: Evan Spiegel (40%) and Robert Murphy (36%), despite owning all the decisionmaking, finally have someone willing to do the dirty work and make decisions (Mr. “16% layoff” Hott is a real man.) INOUT: Former CFO Derek Andersen is bailing right as the company announces layoffs and faces activist pressure from Irenic Capital. Maybe that's a sign? OUTOUT: Evan Spiegel (40%) and Robert Murphy (36%) needed Irenic Capital to realize they needed to fire CFO Derek Andersen OUTOUT: New CFO Doug Hott started by firing 16% of the workforce? He will be hated forever. Plus, why invest in another heartless finance bro treating human beings like line items to be deleted? OUT: Chair Michael Lynton (8%), the only adult with power on the board, was CEO/Chair of Sony Pictures (2004-2017), when the studio faced what is widely considered the most devastating corporate scandal in Hollywood history: the 2014 Sony Pictures Hack. Run. IN

"AI is about to create the biggest divide humanity has ever seen."That's the warning Chinn, founder of dConstruct, dropped on Bricks & Bytes.He sold his startup to Autodesk. Built Singapore's Smart Nation. Now he's putting AI robots on construction sites that see every flaw in millimetres.Tune in to find out about:✅ Why perfect site data is bankrupting construction projects✅ The new AI currency that will split the industry in two✅ Why 90% of construction robots are a lie✅ The data move every construction leader has 10 years to makeWatch now on Spotify and YouTube

Autodesk Construction Cloud is now Autodesk Forma. But what does that actually mean for the industry? In this episode of Bridging the Gap, Todd sits down with Lalith Subramanian to break down the shift from ACC to Forma and separate signal from noise. This conversation goes beyond the headline to explore what is really changing, what is staying the same, and how construction teams should be thinking about it moving forward. This is not about hype or overreaction. It is about understanding the direction of the industry and how connected data, platforms, and AI are starting to reshape how projects are delivered. You'll Learn What the Autodesk Forma rebrand actually changes for ACC users Why this is more about direction than disruption How data is becoming the foundation across the project lifecycle Where AI is delivering real value today versus future vision What teams should be thinking about over the next 6 to 12 months Meet Our Guest Lalith Subramanian is a leader at Autodesk focused on advancing digital transformation across the construction industry. He brings deep expertise in cloud platforms, data strategy, and AI, helping shape how Autodesk connects workflows across planning, design, and construction through Autodesk Forma. Todd Takes This is more about direction than disruption The shift to Forma does not require immediate change, but it does signal where the industry is heading. The bottleneck is behavior, not technology Most teams already have the tools. The challenge is consistently working from a single source of truth. AI rewards strong data foundations The real advantage will come to companies that connect and structure their data first.   More Resources Thanks for listening! Please be sure to leave a rating and/or review and follow up our social accounts. Bridging the Gap Website Bridging the Gap LinkedIn Bridging the Gap Instagram Bridging the Gap YouTube Todd's LinkedIn Lalith's LinkedIn Lalith's Blog: One Connected Industry for AECO Autodesk Forma FAQ   Thank you to our sponsors! Graitec North America Graitec North America LinkedIn Autodesk's Website    

Every building you've ever been in was designed by software built in 1997.That's the headline a16z used to put the bat signal out to AEC founders — and Joe Schmidt got dragged for it on LinkedIn.But he's not a tourist. His grandfather invented the concrete pump.In today's episode of Bricks & Bytes, we had Joe Schmidt from Andreessen Horowitz and got into the three attack vectors for disrupting Revit, why the services layer is the hidden prize… and many more!Tune in to find out about:✅ The 3 ways startups are attacking Autodesk's "workflow monopoly" — and which one Joe would bet on today✅ Why replacing Revit in 5 years is unlikely (and why you don't need to)✅ The real "why now" for AEC AI — it's not just LLMs✅ Joe's advice to contractors and designers: adopt fast or get left behind

Mary Hope McQuiston grew up learning not to make waves, not to get emotional, not to rock the boat. Those lessons followed her into the boardroom. When a male colleague made a sexist comment during a high-stakes presentation, she said nothing. She couldn't even bring herself to tell her husband that night. The shame of her own silence was that heavy. That moment became the turning point. Today, Mary Hope is VP and General Manager of Autodesk's Education Business, a business she helped scale from 5 million to over 235 million users. She's learned not just to speak up for herself, but to build teams and accountability systems where silence doesn't get to win. In this episode, she gets specific about how. You'll learn: The societal conditioning that trains women to suppress their voice, and the values-based trigger that finally broke through it How to hold cross-functional peers accountable when they nod along but never follow through, and the system that actually works Why she fired a trusted high-performing manager not for misconduct, but for failing to surface a toxic situation in his team, and what that decision cost her What a "listening tour" looks like when you're the one who needs to hear, not speak . The Billie Jean King moment she watched at age 6 that became her earliest model for speaking up when the stakes are real If you've ever stayed quiet and paid for it later or led a team where silence was quietly doing damage  this episode is your playbook. About Mary Hope McQuiston: VP and General Manager of Autodesk's Education Business, Mary Hope co-founded Autodesk's consumer and 3D printing business in 2010 and helped scale its user base from 5 million to over 235 million users in four years. She serves on the SkillsUSA board of directors and is a longtime advocate for women's advancement, LGBTQ+ rights, and equal access to education. Connect with Mary Hope on LinkedIn: https://www.linkedin.com/in/mhmcquiston/

In this episode, Griffin sits down with Peter Costanzo of ROI Consulting Group to explore how facilities management technology is rapidly evolving—and why the industry is finally hitting an inflection point.Peter shares his unexpected path into FM tech and what's kept him in the space for over two decades: the increasing complexity, opportunity, and impact of technology on building operations. From the growing role of IT and HR in facilities decisions to the rise of workplace experience as a priority, facilities teams are becoming more integrated than ever before.The conversation dives into major trends shaping the future of FM, including AI, predictive maintenance, and the explosion of sensors. Peter highlights how falling sensor costs and improved connectivity are making smarter buildings more accessible—and how large players like Siemens, Schneider Electric, and Autodesk are investing heavily in this space.They also discuss common challenges, like outdated systems, overwhelming technology choices, and implementation failures. A key theme: success with FM tech isn't just about buying the right tools—it's about long-term thinking, cross-functional collaboration, and actually using the systems to their full potential.If you're trying to make sense of where FM technology is headed—or where to even begin—this episode offers a grounded, real-world perspective on what's changing and what it means for facilities teams moving forward.Resources:ROI Consulting GroupPeter Costanzo LinkedIn

Jeff Yoders and Aileen Cho caught up with Autodesk's Chief Sustainability Officer Joe Speicher and Global Vice President of Product and Engineering Lalith Subramanian at the ConExpo trade show in Las Vegas for a Tech Talk. Autodesk and the overall construction industry's journey toward sustainability continues as workflows change and vendors like Autodesk push more cloud-connected workflows forward, including via Autodesk Forma.

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über neue Disruptionsangst bei Software-Aktien, einen möglichen neuen Spirituosen-Giganten und einen Rauswurf aus dem SDax. Außerdem geht es um Lam Research, Marvell, Intel, Broadcom, Snowflake, Cloudflare, Servicenow, Palantir, Autodesk, Workday, SAP, Brown-Forman, Diageo, Gerresheimer, Shelly Group, OpenAI, CoreScientific, Coreweave, Terawulf, Equinix, Digital Realty, Meta, Rheinmetall, Siemens Energy, Novo Nordisk, Apple, Allianz, Bayer, Deutsche Telekom, Droneshield, Paypal, Micron Technology, Deutsche Bank. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Two major acquisitions landed in one week. Trimble bought Document Crunch. Autodesk closed on Rhumbix. And the message is the same: the platforms you already use are getting smarter, faster, and harder to leave.In this week's Executive Weekly Briefing, Owen unpacks what the consolidation wave means for your technology decisions, why UK construction input costs just hit a 41-month high, and a practical framework from a 31-year industry veteran that separates AI efficiency from AI risk mitigation, and why the returns are wildly different.Plus: a big announcement about our first ever live event with Professor Martin Fischer from Stanford University in London on April 21st. https://luma.com/o0rcei5vCovered this week:Trimble acquires Document Crunch - https://www.youtube.com/watch?v=LApKTPQXFKQ&t=76sAutodesk closes Rumbix acquisition - https://www.youtube.com/watch?v=CI7eD7f7aVY&t=147sThe Buildots/Genda productivity intelligence play ServiceTitan data: AI adoption doubles among contractorsUK input cost inflation hits highest level since 1992Carl McFarland on construction's Blockbuster moment - https://www.youtube.com/watch?v=Z-cO-6zxKdEThe efficiency vs. risk mitigation AI frameworkMIT research on AI sycophancy and delusional spiralingBricks & Bytes first live event: Professor Martin Fischer, London, April 21stNew episodes every week. Subscribe and follow Bricks & Bytes wherever you listen.Join the debate:

Tech News and Commentary Dave and Chris discuss Walmart and Google TV powered televisions, Google suing Autodesk over alleged infringement of trademarks for AI-enabled software for media production, Sora AI’s shutdown, AI;DR , and more. “News Pick of the Week” with Ralph Bond Fighting weeds is a very costly and never-ending battle for the world’s […]

12 years. $53M raised. One acquisition. Zach Scheel is talking about all of it.Zach Scheel, co-founder of Rhubmix, sat down with Owen the day after Autodesk officially closed its acquisition of the 12-year-old construction labor tracking platform. He didn't hold back.Tune in to find out about:✅ Why Autodesk acquired Rhubmix — and what gap in their product suite it fills✅ The financial metrics (110% NRR, 94% GRR) that made the deal happen✅ What a term sheet getting pulled post-signing actually feels like — and how they survived it✅ Why 10 years is probably a realistic median exit timeline for construction tech founders and investorsWatch now on Spotify and YouTube

We're back with a new episode of The Preconstruction Podcast and it's a strong one to kick things off.Gareth McGlynn sits down with Elliot Christiansen, Sr. Vice President of Operations at Cleveland Construction, after a recent move that caught a lot of attention across the industry.With so much noise around AI and new tech, this episode focuses on what's actually working in practice, from real decisions to implementation and what teams are seeing on the ground today.Discussion Highlights:Cleveland's major platform transition: The decision to move from Procore to Autodesk and what triggered the shift, early benefits, cost considerations, and key lessons.Autodesk Construction Cloud: How it's supporting project controls, forecasting, and data continuity.Using AI outside the core platform: Tools like Box AI to support day-to-day work.Elliot's passion for mentoring: The role of mentoring, LMS systems, and building the next generation of preconstruction professionals.A timely conversation for anyone weighing up new technology, reviewing their current systems, or looking at how AI fits into their workflow.Connect with Elliot via Linkedin: https://www.linkedin.com/in/elliot-christiansen/

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über den nächsten Taco-Trade, den Absturz der Tech-Titel und die Gewinne von CTS Eventim. Außerdem geht es um AMD, Intel, Nvidia, Micron, Lam Research, ASML, Meta, Alphabet, APA Corporation, Occidental Petroleum, EOG Resources, Valero Energy, Autodesk, Salesforce, CrowdStrike, Fortinet, Netflix, Olaplex Holdings, Henkel, TUI, Siemens Energy, Deutz, Carnival, Wüstenrot & Württembergisch, Jungheinrich, SAP, Deutsche Post, Siemens, Apollo, Blackstone, KKR, SK Hynix, Commerzbank, Apple, Mondelez International, McKesson, Loews, Morgan Stanley, Wells Fargo, Visa, Mastercard, American Express, JPMorgan Chase, Bank of America, Citigroup, General Dynamics und RTX. Hier kostenlos für den AAA-Newsletter anmelden: https://www.businessinsider.de/informationen/newsletter/alles-auf-aktien/ Wir freuen uns an Feedback über aaa@welt.de. Noch mehr „Alles auf Aktien“ findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast „Deffner&Zschäpitz“ hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Carl Bass, former CEO of Autodesk, shares his journey from leading one of the world's most influential design software companies to shaping the future of making things. We dive into design, technology, and what's next for innovators everywhere.

Nilofer Merchant debunks some of the pervasive beliefs and practices that keep us from succeeding at work.— YOU'LL LEARN — 1) Striking examples of how hidden norms limit us2) Why you owe it to yourself to play office politics3) The mindset that creates more win-win solutionsSubscribe or visit AwesomeAtYourJob.com/ep1138 for clickable versions of the links below. — ABOUT NILOFER — Nilofer Merchant spent over 25 years leading technology companies (Apple, Autodesk, GoLive/Adobe) and personally launched over 100 products and services, netting $18 billion in revenues. She is ranked among the top 50 influential management thinkers in the world (one of her TED Talks has been referenced 300 million times). Our Best Work is her 4th book.• Book: The New How: Creating Business Solutions Through Collaborative Strategy• Book: Our Best Work: Break Free from the 24 Invisible Norms That Limit Us • Website: NiloferMerchant.com— RESOURCES MENTIONED IN THE SHOW — • Book: Devotions: The Selected Poems of Mary Oliver by Mary Oliver— THANK YOU SPONSORS! — • Monarch.com. Get 50% off your first year on with the code AWESOME.• Vanguard. Give your clients consistent results year in and year out with vanguard.com/AUDIO• Shopify. Sign up for your $1/month trial at Shopify.com/betterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Central banks across Asia and globally are being forced into sharp policy rethinks as Middle East conflict drives higher oil prices and reignites inflation fears. The G7 is discussing emergency oil reserve releases while policymakers scramble to balance growth concerns with renewed price pressures.Today's Stocks & Topics: Rogers Communications Inc. (RCI), Watsco, Inc. (WSO), Core & Main, Inc. (CNM), Embraer S.A. (EMBJ), Silver and Precious Metals, Central Bank Pivot: How Geopolitical Chaos is Rewriting Monetary Policy, Petróleo Brasileiro S.A. - Petrobras (PBR), Autodesk, Inc. (ADSK), Northrop Grumman Corporation (NOC), Stagflation.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

A software company's marketing strategy built on trust, transparency and AI. Autodesk CMO Dara Treseder shares how Autodesk uses AI to augment human creativity, analyze huge amounts of design data earlier in the process and automate repetitive tasks — while being transparent about how its AI tools work and staying focused on being a trusted partner to customers navigating constant change.

Mandi Geiselman has worked as Senior UX Designer at Autodesk, where she designs for complex media & entertainment tools (like Maya and 3DS Max), and she is an Advanced OOUX Strategist who's created resources on building an OOUX community of practice inside big organizations. In this episode of the podcast, Sophia and Mandi talk about OOUXing Horizon Forbidden West, why game UX isn't about “making it easy,” and how bases, extensions, and conditional logic can make even the most complex systems more understandable (and more shareable for teams).LINKS: Join the OOUX Forum Connect with Mandi

Our 235th episode with a summary and discussion of last week's big AI news!Recorded on 02/27/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:Model and tool updates highlight Anthropic's Sonnet 4.6 (1M context; strong ARC-AGI-2 results), Google's Gemini 3.1 Pro (major ARC-AGI-2 jump and multimodal demos), xAI's Grok 4.2 beta (multi-agent debate), plus Anthropic's Claude Code “Remote Control” and Perplexity's multi-agent “Computer” coordinator.Compute and business moves include Meta's reported up-to-$100B AMD chip deal with warrant/equity incentives, MatX raising $500M to build specialized transformer chips shipping in 2027, World Labs raising $1B for world-model/3D environment tech, and a new startup raising $100M to simulate/predict human behavior.Infrastructure and geopolitics cover Stargate data-center delays amid OpenAI/Oracle/SoftBank control disputes and cash concerns, and China's plan to scale 7nm/5nm wafer output despite yield and tooling constraints.Research and safety/policy discuss optimizer gains from masked updates, “deep thinking tokens” as a reasoning-effort signal, LLM attractor-state behaviors in bot-to-bot chats, mechanistic interpretability of counting/line-wrapping, methods to map task difficulty to human time horizons, plus Anthropic–Pentagon contract tensions, Anthropic's report on distillation attacks (DeepSeek/Moonshot/Minimax), and OpenAI's report on disrupting malicious use.A thank you to our current sponsors:Box - visit Box.com/AI to learn moreODSC AI - go to odsc.ai/east and use promo code LWAI for an additional 15% off your pass to ODSC AI East 2026.Factor - head to factormeals.com/lwai50off and use code lwai50off to get 50 percent off and free breakfast for a yearTimestamps:(00:00:10) Intro / Banter(00:01:52) News PreviewTools & Apps(00:03:20) Anthropic releases Sonnet 4.6 | TechCrunch(00:11:24) Google Rolls Out Latest AI Model, Gemini 3.1 Pro - CNET(00:14:54) Elon Musk says Grok 4.20 public beta is now available: Capabilities of AI chatbot offered by xAI - The Times of India(00:18:06) Anthropic just released a mobile version of Claude Code called Remote Control | VentureBeat(00:21:01) Perplexity announces "Computer," an AI agent that assigns work to other AI agents - Ars TechnicaApplications & Business(00:23:40) Meta strikes up to $100B AMD chip deal as it chases 'personal superintelligence' | TechCrunch(00:27:05) Nvidia challenger AI chip startup MatX raised $500M | TechCrunch(00:31:00) World Labs lands $1B, with $200M from Autodesk, to bring world models into 3D workflows | TechCrunch(00:33:07) Simile Raises $100 Million for AI Aiming to Predict Human Behavior(00:33:52) Stargate AI data centers for OpenAI reportedly delayed by squabbles between partners — sources say OpenAI, Oracle, and SoftBank disagreed on who would have ultimate control of the planned data centers(00:36:43) China to increase leading-edge chip output by 5x in two years, report claims — aims to lift 7nm and 5nm production to 100,000 wafers per month, targeting half a million monthly by 2030Research & Advancements(00:40:33) On Surprising Effectiveness of Masking Updates in Adaptive Optimizers(00:48:03) Think Deep, Not Just Long: Measuring LLM Reasoning Effort via Deep-Thinking Tokens(00:54:52) models have some pretty funny attractor states(01:01:41) When Models Manipulate Manifolds: The Geometry of a Counting Task(01:05:16) BRIDGE: Predicting Human Task Completion Time From Model Performance(01:12:00) NESSiE: The Necessary Safety Benchmark -- Identifying Errors that should not Exist(01:13:15) The least understood driver of AI progress(01:21:45) The Persona Selection Model: Why AI Assistants might Behave like HumansPolicy & Safety(01:25:04) Anthropic CEO Amodei says Pentagon's threats 'do not change our position' on AI(01:33:04) Musk's xAI, Pentagon reach deal to use Grok in classified systems(01:34:17) Detecting and preventing distillation attacks(01:38:36) OpenAI details expanding efforts to disrupt malicious use of AI in new report - SiliconANGLESee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A huge morning for AI and the tech trade: Carl Quintanilla, Leslie Picker, and David Faber kicked off the hour with fresh news out of OpenAI - closing a $110 billion funding round in the largest private tech financing on record. HSBC'S Chief Multi-Asset Strategist joined the team with his tech playbook - before later on, longtime industry investor Dan Niles gave his take on the headlines and the stocks he would be buying here. Plus: 2 software CEOs joined the team to breakdown earnings from their companies - and very different stock reactions... Zscaler's CEO Jay Chaudhry, along with Autodesk CEO Andrew Anagnost.  Elsewhere this hour: Paramount winning the war for Warner Brothers Discovery - but what comes next? David brought the latest headlines and color... Plus, the news hitting Financial stocks in the early trade. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen Absturz bei Nvidia, einen Rebound bei Software und eine Wende im Warner Brothers Drama. Außerdem geht es um Atlassian, Zscaler, Datadog, Applovin, Crowdstrike, Workday, Salesforce, Opendoor, Intuitive Machines, Carvana, IonQ, Rigetti, Netflix, Paramount Skydance, Allianz, Deutsche Telekom, Münchener Rück (Munich Re), Scout24, Heidelberg Materials, Deutsche Börse, Kion, Hensoldt, Puma, Block (Square), WiseTech, Amazon, Nike, Verizon, Papa Johns, Pinterest, Autodesk, Ebay, UPS, Hypoport, Xtrackers MSCI World Industrials ETF (WKN: A113FN), Amundi S&P World Industrials Screened ETF (WKN: A3DSTE), iShares MSCI Europe Industrials Sector ETF (WKN: A2QBZ6), iShares S&P 500 Industrials Sector ETF (WKN: A142N0). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In this episode of The Brainy Business podcast, Melina Palmer welcomes Nilofer Merchant, author of Our Best Work, for a thought-provoking discussion about the often-dreaded topic of office politics. While many people cringe at the mention of politics in the workplace, Nilofer argues that avoiding it can actually limit your success and the success of your team. With decades of experience working with major companies like Apple and Autodesk, she provides valuable insights into the 24 invisible norms that can stifle innovation and fulfillment at work. Together, Melina and Nilofer explore how reframing our understanding of politics can empower individuals to advocate for themselves while also contributing to the collective good. Nilofer shares her definition of politics, emphasizing its role in resource allocation and decision-making, and offers practical tips for engaging in healthy workplace dynamics. This episode encourages listeners to reflect on their own participation in office politics and consider how stepping into the conversation can lead to greater influence and fulfillment. In this episode: Discover why avoiding office politics can be detrimental to your career and your team. Learn how to reframe your understanding of politics as a tool for collaboration and success. Explore practical strategies for engaging in workplace conversations and advocating for your ideas. Understand the importance of recognizing and challenging invisible norms that limit innovation. Gain insights into how to create a culture of inclusion and empowerment in your organization. Get important links, top recommended books and episodes, and a full transcript at thebrainybusiness.com/566. Looking to explore applications of behavioral economics further?  Learn With Us on our website. Subscribe to Melina's Newsletter Brainy Bites.  Let's connect: Send Us a Message Follow Melina on LinkedIn The Brainy Business on Youtube The Brainy Business on Instagram

Markets digest a wave of earnings as volatility lingers and NVIDIA struggles to hold gains. Why NVIDIA's pullback matters and what it could mean for the broader AI trade. Results roll in from Block, Dell, Intuit, Autodesk, CoreWeave, Flutter and Zscaler, shaping sentiment across payments, enterprise tech and infrastructure. Saira Malik, Chief Investment Officer at Nuveen, argues that four forces are driving volatility: trade policy, central bank leadership, AI disruption and developments in the Middle East. She explains why earnings must do the heavy lifting as elevated valuations limit upside and why fixed income fundamentals remain solid even as defaults tick higher. Bradley Tusk of Tusk Ventures joins to discuss where VC is placing its money in tech. Aneesha Sherman of Bernstein explains why TJX's experiential model may protect its premium multiple and outlines her $175 price target. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join Hari Sunderraj and Rachel Tuller for a candid conversation on how Autodesk is advancing AI, automation, and connected construction—and what those investments mean for the future of the AECO industry. Recorded during Graitec Innovate2Build, this episode explores how Autodesk is shifting from point solutions to a platform-driven approach—and why culture, data, and ecosystem thinking are critical to making that shift successful. From the power of integrated platforms to the evolving role of partners in driving adoption and outcomes, this conversation focuses on what it really takes to move from vision to value in a connected construction world. You'll Learn: Why culture—not technology alone—is the biggest unlock for connected construction How Autodesk is embedding AI and automation across the project lifecycle What “power in the platform” really means for customers and partners Why starting with why leads to better adoption and business outcomes How the channel helps translate innovation into real-world productivity gains What leaders can learn from other industries that have already gone through digital transformation   MEET OUR GUEST Hari Sunderraj, Vice President of Sales, Autodesk Hari leads Autodesk's emerging business sales globally, focusing on high-growth areas including construction, manufacturing, and infrastructure. He brings a platform-first perspective on how data, AI, and automation can drive safer, more efficient, and more sustainable project delivery. Rachel Tuller, Vice President, Global Channels, Autodesk Rachel leads Autodesk's global partner ecosystem and plays a key role in shaping how partners help customers adopt and scale connected construction solutions. With deep experience across industries, she brings a strong point of view on outcomes-driven transformation and the power of the platform. TODD TAKES Culture unlocks the platform The shift from point solutions to an integrated platform isn't a technology problem—it's a culture one. Connected construction only becomes real when organizations align leadership, teams, and mindset around shared data, shared outcomes, and a willingness to evolve how decisions get made. There's real power in the platform AI, automation, and connected data only deliver value when they work together as part of a unified platform. When data flows across design, build, and operations, teams stop reacting and start predicting—unlocking safer, faster, and more scalable outcomes powered by platforms like Autodesk. Start with the why—and stay curious The most successful transformations begin by understanding real pain points, not by pushing tools. Leaders and partners who start with why, stay naturally curious, and learn from other industries are the ones turning innovation into repeatable, measurable impact.   More Resources  Thanks for listening! Please be sure to leave a rating and/or review and follow up our social accounts. Bridging the Gap Website Bridging the Gap LinkedIn Bridging the Gap Instagram Bridging the Gap YouTube Todd's LinkedIn   Thank you to our sponsors! Graitec North America Graitec North America LinkedIn Autodesk's Website  

The Super Bowl LX ad blitz was a big budget highwire act — from Anthropic's shot at OpenAI to Lady Gaga's homage to Mr Rogers, and Dunkin's nostalgia-fueled celeb fest. Autodesk CMO Dara Treseder returns to Rapid Response to break down what worked, what didn't, and what the ads reveal about where marketing is headed next. Treseder unpacks the business impact of Bad Bunny's halftime show, what it signals for the NFL and Apple, and the lessons every leader can take from the biggest stage in advertising.Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

People analytics has spent years building credibility through data. Now the pressure is different. Business leaders aren't just asking for insight - they're expecting direction. Where should we invest? What should we stop doing? What risks are we not seeing yet? But many teams still find themselves pulled back into reporting cycles, ad-hoc requests, and an overemphasis on metrics that don't always lead to better decisions. So what shifts when people analytics starts operating more like a product and less like a project function? In this episode, David Green is joined by Ashar Khan, Head of People Insights and Solution Design at Autodesk, to explore how the function evolves from delivering data to shaping choices at scale. Join this conversation as they discuss: The skills and mindsets modern people analytics teams need beyond technical expertiseWhat an effective people analytics operating model looks like in practice The core capabilities required to bridge HR technology and HR strategy Where “metric fixation” leads organisations toward false confidence and poor decisions Why the assumption that AI automatically means “fewer people” misses the bigger picture Practical advice for CHROs building or redesigning a people analytics function today This episode is sponsored by Worklytics. How productive is your organisation, really? Worklytics makes it clear - with privacy-first insights from everyday work data. See how meeting volume, manager effectiveness, collaboration health, and AI adoption are impacting your team's focus, efficiency, and outcomes - so you can make smarter decisions, faster. No surveys. No assumptions. Just clear insight into work. Right now, Worklytics is offering podcast listeners a free 30-day trial of their productivity analytics dashboard. Learn more at worklytics.co/productivity Link to resources: The Strategic Workforce Planning Handbook David Edwards' Dark Artistry Newsletter Hosted on Acast. See acast.com/privacy for more information.

The Super Bowl LX ad blitz was a big budget highwire act — from Anthropic's shot at OpenAI to Lady Gaga's homage to Mr Rogers, and Dunkin's nostalgia-fueled celeb fest. Autodesk CMO Dara Treseder returns to Rapid Response to break down what worked, what didn't, and what the ads reveal about where marketing is headed next. Treseder unpacks the business impact of Bad Bunny's halftime show, what it signals for the NFL and Apple, and the lessons every leader can take from the biggest stage in advertising.Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.