Podcasts about autonomous

If you've been a Baptist for long, then you have probably heard of the Cooperative Program. A lesser known stat is that 40% of Southern Baptist Churches choose to be autonomous and opt out of the cooperative program. With all of these options, how does the church choose whether or not to cooperate? Who should they cooperate with? Join Matt, Jonathan, and Stephen as they discuss the history of the cooperative program and whether a church should join it, go autonomous, or a mixture of both.

This is a free preview of a paid episode. To hear more, visit wisdomofcrowds.liveWe need to get better at asking for help.So argues author Leah Libresco Sargeant in her new book, The Dignity of Dependence: A Feminist Manifesto. The core thesis of the book is that “women's equality with men doesn't depend on their interchangeability with men.” But the book also has many insights that apply to men as well as women. All of us need to get better at asking for help. Hosting this episode are Shadi Hamid and Christine Emba, who each bring their political perspectives to bear upon the conversation. Christine asks Leah whether the physical differences between the sexes affect the scope of political equality. Shadi asks whether Leah's practical proposals, which are rooted in her religious convictions, are feasible in a contemporary society formed by modern ideas. The conversation also touches upon the limits of personal autonomy, as well as the recent discussions about the so-called “feminization” of the workplace. In our bonus section for paid subscribers, Leah discusses her conversion to Catholicism from atheism; whether or not religion factors into her thinking about the morality of abortion; different strategies for asking for help; why it's better to ask for help first before you offer help to someone else; and more!Required Reading:* Leah Libresco Sargeant, The Dignity of Dependence: A Feminist Manifesto (Amazon).* Leah Libresco Sargeant's Substack, Other Feminisms.* Leah Libresco Sargeant, Building the Benedict Option: A Guide to Gathering Two or Three Together in His Name (Amazon).* Christine, Rethinking Sex: A Provocation (Amazon). * Shadi and Kristina Tabor Saccone, “Provocation: Am I Unhappy Because I'm Unmarried?” (WoC). * Helen Andrews, “The Great Feminization” (Compact). Free preview video:Full video for paid subscribers below:

Summary This week, Mike Oitzman recaps the FIRA 2025 Ag Robotics event in Woodland, CA, highlighting the latest innovations in new automation solutions for agriculture. Featured guest this week is Danny Bernstein, founder of The Reservoir, an agtech incubator located in Salinas, CA. Danny takes us through the creation of The Reservoir and the vision for the organization to support new Ag automation startups. Also on the show is a brief conversation with Dave Silver, Director of Orchard Autonomy at John Deere, who updates us on the latest orchard solutions from JD. Companies mentioned in the recap:| - Bonzai Robotics - AgScout (vineyard yield management software) - TensorField (hot oil weeding solution) - Pittsburgh Robotics - John Deere - The Reservoir ### – SPONSOR – Are manual picking operations or idle robots slowing your growth? The cutting-edge Zebra Symmetry Fulfillment solution is engineered to reduce your costs per unit and give you an unbeatable competitive edge. Autonomous mobile robots guided by Team Intelligence empower your workers to achieve their maximum potential, enabling you to scale efficiently and boost profitability. Don't settle for less—maximize your profits with Zebra. Discover the future of fulfillment at https://www.zebra.com/fulfillment

DoorDash is piloting autonomous deliveries with Waymo in Metro Phoenix—but will consumers actually embrace robot deliveries? Sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso. Lisa Collier is skeptical: "If I'm paying for delivery, I want it handed to me." Manola Soler shares hilarious experiences with delivery robots in Jersey City that couldn't navigate stairs and blocked sidewalks. The panel debates whether this works better in suburban vs. urban environments, the logistics of restaurant employees running orders to vehicles, and whether lower delivery fees would make consumers accept the trade-off. Chris Walton points out this might succeed in suburban America first, where last-mile costs are higher and homes have driveways—not apartment buildings with elevators.

Tesla (TSLA) reported yet another earnings miss Wednesday after the closing bell, though Andrew Graham believes its A.I. and robotics prospects overshadowed the earnings. However, he sees "big risk" for Tesla's autonomous driving future as it takes a "camera only" approach versus more expensive tech like LiDAR. Morningstar's Seth Goldstein explains why his firm upped their Tesla price target — though it still falls well below the current stock price. The big risk he sees: Tesla's business being largely limited to the U.S.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

This episode is a re-air of one of our most popular conversations from this year, featuring insights worth revisiting. Thank you for being part of the Data Stack community. Stay up to date with the latest episodes at datastackshow.com.This week on The Data Stack Show, Eric and John welcome Misha Laskin, Co-Founder and CEO of ReflectionAI. Misha shares his journey from theoretical physics to AI, detailing his experiences at DeepMind. The discussion covers the development of AI technologies, the concepts of artificial general intelligence (AGI) and superhuman intelligence, and their implications for knowledge work. Misha emphasizes the importance of robust evaluation frameworks and the potential of AI to augment human capabilities. The conversation also touches on autonomous coding, geofencing in AI tasks, the future of human-AI collaboration, and more. Highlights from this week's conversation include:Misha's Background and Journey in AI (1:13)Childhood Interest in Physics (4:43)Future of AI and Human Interaction (7:09)AI's Transformative Nature (10:12)Superhuman Intelligence in AI (12:44)Clarifying AGI and Superhuman Intelligence (15:48)Understanding AGI (18:12)Counterintuitive Intelligence (22:06)Reflection's Mission (25:00)Focus on Autonomous Coding (29:18)Future of Automation (34:00)Geofencing in Coding (38:01)Challenges of Autonomous Coding (40:46)Evaluations in AI Projects (43:27)Example of Evaluation Metrics (46:52)Starting with AI Tools and Final Takeaways (50:35)The Data Stack Show is a weekly podcast powered by RudderStack, the CDP for developers. Each week we'll talk to data engineers, analysts, and data scientists about their experience around building and maintaining data infrastructure, delivering data and data products, and driving better outcomes across their businesses with data.RudderStack helps businesses make the most out of their customer data while ensuring data privacy and security. To learn more about RudderStack visit rudderstack.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Layoffs are up, AI is on the rise, and the job market is shifting fast. DeVry University executives Dave Barnett and Scarlett Howery join us to break down their latest study on workforce readiness. We tackle the crucial question: Do employees have the necessary skills to stay employed for the next five years? We dig into why workers are prioritizing AI proficiency while employers are demanding self-leadership and accountability and how to close that gap today.

Steve Crowe and Mike Oitzman recap the 2025 RoboBusiness event which took place last week in Santa Clara CA. The show features interviews with ten startups who were present at the show and many of whom participated in the 2025 Pitchfire event. Here's the list of interviews on the show (in order of appearance: Apporv Shaudri from Roworks AI Chongdu Xu from Forge AI (4rfg.ai) David Ruth from Motogo Doug Langen From 4D1 Katy Bradford from Rotate8 Kevin Hayes from Morelle Lakshay Sharma from Cerulion (2025 Pitchfire winner) Raghavender Sahdev from NuPort Roby Lynn from R2 Labs Toshi Quides from Sensible Robotics ### – SPONSOR – Are manual picking operations or idle robots slowing your growth? The cutting-edge Zebra Symmetry Fulfillment solution is engineered to reduce your costs per unit and give you an unbeatable competitive edge. Autonomous mobile robots guided by Team Intelligence empower your workers to achieve their maximum potential, enabling you to scale efficiently and boost profitability. Don't settle for less—maximize your profits with Zebra. Discover the future of fulfillment at https://www.zebra.com/fulfillment

Join Paul Spain as he chats with Scott Spooner (SPS Automation). Discover the fascinating world of bespoke robotics, from AI-powered agricultural drones combating wilding pines to spectacular drone light shows. Scott shares SPS's journey from garage startup to cutting-edge innovations, including hybrid-powered heavy-lift drones, swarm technology, and navigating New Zealand's flexible regulatory landscape. If you're passionate about tech, aviation, and the future of autonomous vehicles, then listen in!

How can we embrace artificial intelligence without losing our humanity in the process? The use of AI has revolutionized the way we work, communicate, and live. But despite this, there is a growing concern that technology will undermine our sense of humanity and lead to a loss of human connection. Embracing technology without sacrificing human values requires a balanced approach, helping us to create a future where AI serves as a tool to improve lives rather than a force that dehumanizes our experiences. Brian Evergreen, through his book Autonomous Transformation: Creating a More Human Future in the Era of AI, dives deep into how AI can be harnessed to drive efficiency and innovation while keeping human needs and values at the forefront. He highlights practical frameworks and methodologies for leaders and organizations to implement AI responsibly, ensuring that the shift to autonomous technology is guided by human-centered principles. In this episode of The Greatness Machine, Darius is joined by Brian to discuss the evolving landscape of AI and autonomous technology. They explore the potential of AI to reshape industries, eliminate inefficiencies, and create new opportunities, while also addressing concerns about the deflationary impact of automation. Topics include: Brian dives deep into his book Autonomous Transformation Brian talks about his chess background and the lessons he learned from it Learning critical and creative thinking skills through chess What makes chess different from other games The impact of autonomous AI on professional services The benefits of having a more human-centered approach to technology And other topics… Sponsored by: Brevo: Head over to brevo.com/greatness and use the code greatness to get 50% off Starter and Business Plans for the first 3 months of an annual subscription. Indeed: Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/darius.  Shopify: Start your $1/month trial at Shopify.com/greatness.  Connect with Brian: Website: https://brianevergreen.com/  LinkedIn: https://www.linkedin.com/in/brianevergreen Book: https://www.amazon.com/Autonomous-Transformation-Creating-Artificial-Intelligence/dp/1119985293  Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://www.youtube.com/@Thegreatnessmachine  Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness.  Learn more about your ad choices. Visit megaphone.fm/adchoices

SummaryIn this conversation, Chris Brose, President and Chief Strategy Officer of Anduril, joins Sal and Mark to discuss the company's mission to revolutionize defense technology by integrating commercial innovations into military applications. He emphasizes the need for mass-producible military capabilities, the importance of adaptability in modern warfare, and the challenges posed by the current U.S. acquisition system. Brose also highlights the significance of collaborative combat systems and international partnerships, particularly through the Ghost Shark program with the Australian Navy. He expresses optimism about the future of U.S. defense, advocating for a shift towards a more agile and innovative approach to military production and strategy.Chapters00:00: Introduction to Anduril and Its Mission04:26: The Unique Position of Anduril in Defense09:02: The Shift in Military Strategy and Production Needs13:11: Designing for Mass Production and Scalability17:50: Innovations in Collaborative Combat Systems23:35: The Ghost Shark Program and International Collaboration28:02: Challenges in the U.S. Acquisition System34:34: Deployability and Operational Integration of New Systems39:41: Cost-Effective Solutions for Modern Warfare45:01: Optimism for the Future of U.S. Defense

Boardgames special! Like many home ed families we're huge boardgames fans and as we start to think about skills and subjects for future success we reached out to a number of boardgames designers and producers with some questions on the topic. In this episode we're discussing the thoughtful and insightful answers we got from a range of fab companies - questions around the skills that make a good games designer, the kinds of subjects they studied, what games inspired them, what games they're proud of and why are game boards often square or rectangular!Huge thanks to the contributions we received from Gamely, Dranda Games, Professor Puzzle, Helvetiq, Catch Up Games, Button Shy and Off the Page Games. We'll be featuring some of the games from these companies in future episodes and on our website, so watch this space!

I got SOOO many requests to do this video so here it is.. :) it might be a little sad at times but remember that I am very happy now *smiles* :)) I love you guys! A more detailed story of how I came to the USA: http://www.youtube.com/watch?v=ERgbMzg1vw4Amazon MP3https://www.amazon.com/s/ref=ntt_srch_drd_B01BAXDICM?ie=UTF8&field-keywords=GentleWhispering&index=digital-music&search-type=ssGoogle Play MP3https://play.google.com/store/music/artist/Gentlewhispering?id=Apc4txglf3f2siowzgqccttky5i&hl=enSpotify MP3https://play.spotify.com/artist/3gkB9Cdx4UuWQxjhelyd87?play=true&utm_source=open.spotify.com&utm_medium=openiTunes MP3https://itunes.apple.com/us/artist/gentlewhispering/id1077570705#see-all/top-songshttps://itunes.apple.com/us/artist/maria-gentlewhispering/id1048320316Disclaimer: *** This video is created for relaxation, entertainment and ASMR/tingles/chills inducing purposes only. For more information about ASMR phenomenon please click here: http://en.wikipedia.org/wiki/Autonomous_sensory_meridian_response This video cannot replace any medication or professional treatment. If you have sleep/anxiety/psychological troubles please consult your physician. Thank you :) ***PayPal (Donations): https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=RA5K2GG7687VJ Email: MariaGentlewhispering@gmail.com#asmr #gentlewhispering5/10/13

Chinese autonomous driving tech company, Pony AI (PONY), is bringing its self-driving electric vans to Europe. Meanwhile, Stellantis (STLA) continues to struggle when it comes to accelerating its position in the auto space. George Tsilis compares the two car companies and how he sees rebound prospects when it comes to their stock price.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Trae Stephens is Co-founder and Executive Chairman of Anduril Industries, a defense technology company, and a General Partner at venture capital firm Founders Fund, where he invests across sectors with a particular interest in startups operating in the government space. Previously, Trae was an early employee at Palantir Technologies, where he led teams focused on growth in the intelligence and defense sector as well as international expansion, helping large organizations solve their hardest data analysis problems. He was also an integral part of the product team, leading the design and strategy for new product offerings. While at Palantir, Trae also served as an adjunct faculty member at Georgetown University. Before joining Palantir, Trae worked as a computational linguist building enterprise solutions to Arabic/Persian name matching and data enrichment within the U.S. Intelligence Community. He began his career working in the office of then Congressman Rob Portman and in the Political Affairs Office at the Embassy of Afghanistan in Washington, D.C. immediately following the installation of Hamid Karzai's transitional government. Trae graduated from the School of Foreign Service at Georgetown University. Shawn Ryan Show Sponsors: Buy PSYOP Now - ⁠https://psyopshow.com⁠ ⁠https://tryarmra.com/srs⁠ ⁠https://aura.com/srs⁠ ⁠https://betterhelp.com/srs⁠ This episode is sponsored. Give online therapy a try at betterhelp.com/srs and get on your way to being your best self. ⁠https://bubsnaturals.com⁠ – USE CODE SHAWN ⁠https://bunkr.life⁠ – USE CODE SRS Go to ⁠https://bunkr.life/SRS⁠ and use code “SRS” to get 25% off your family plan. ⁠https://shawnlikesgold.com⁠ ⁠https://moinkbox.com/srs⁠ ⁠https://mypatriotsupply.com/srs⁠ ⁠https://patriotmobile.com/srs⁠ ⁠https://prizepicks.onelink.me/lmeo/srs⁠ ⁠https://rocketmoney.com/srs⁠ ⁠https://ROKA.com⁠ – USE CODE SRS ⁠https://shopify.com/srs⁠ ⁠https://USCCA.com/srs Trae Stephens Links: X - https://x.com/traestephens LI - https://www.linkedin.com/in/trae-stephens-485a811 IG - https://www.instagram.com/trae.stephens Founders Fund - https://foundersfund.com/team/trae-stephens Anduril Industries - https://www.anduril.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

S5:E28 If “AI” still feels like magic tricks and missed ROI, this episode will flip the switch. Dr. LL sat down with Jim Weldon (Founder/CEO, Prospect.ai) (one of the sharpest systems thinkers she has ever interviewed) to map a practical path to cash with agentic AI. Here's what you'll walk away with: ✴️A meta-model you can explain to your team in 60 seconds so everyone finally understands where AI value lives. ✴️A 2-week innovation cadence you can copy-paste into your org and no enterprise budget required. ✴️The lane strategy for seasoned operators vs. young ideators so you stop competing in the wrong game and start compounding wins. ✴️The unsexy USP that beats competitors: nail the basics (speed, follow-up, clarity, billing, referrals). ✴️How to become a utility in your market (the “water & power” behind others' growth) instead of an easily replaced vendor. If you lead a small or midsize business and want results in the next 30 days, not theory, then this is the episode. 0:53 — Superpower: synthesis over “speeds & feeds.” Jim explains how to ignore noise and frame problems so solutions map to real market opportunities. 3:15 — The Meta-Model for AI. A memorable analogy for LLMs (answers), agentic flows (task chains), and enterprise-grade platforms plus where value will concentrate next. 10:45 — Beat “aging out”: redefine your lane. Mindset + role clarity: younger teams dominate ideation; experienced operators win in innovation, beta, and scale where cash is created. 11:58 — Two-week innovation cadence. Jim's playbook: 48-hour prototype only after value is proven. Use no-code + agents to compress cycles. 34:16 — The most overlooked USP: do the basics flawlessly. Answer the phone, quote fast, follow up, bill clearly, ask for referrals. Master baseline execution before hunting fancy differentiators. ✴️You can find Jim on LinkedIn: https://www.linkedin.com/in/jimweldon/  ✴️Don't forget to subscribe to YouTube  ⁨@Midlifesuccess⁩  #ai #agenticai #technology #entrepreneur

S5:E28 If “AI” still feels like magic tricks and missed ROI, this episode will flip the switch. Dr. LL sat down with Jim Weldon (Founder/CEO, Prospect.ai) (one of the sharpest systems thinkers she has ever interviewed) to map a practical path to cash with agentic AI. Here's what you'll walk away with: ✴️A meta-model you can explain to your team in 60 seconds so everyone finally understands where AI value lives. ✴️A 2-week innovation cadence you can copy-paste into your org and no enterprise budget required. ✴️The lane strategy for seasoned operators vs. young ideators so you stop competing in the wrong game and start compounding wins. ✴️The unsexy USP that beats competitors: nail the basics (speed, follow-up, clarity, billing, referrals). ✴️How to become a utility in your market (the “water & power” behind others' growth) instead of an easily replaced vendor. If you lead a small or midsize business and want results in the next 30 days, not theory, then this is the episode. 0:53 — Superpower: synthesis over “speeds & feeds.” Jim explains how to ignore noise and frame problems so solutions map to real market opportunities. 3:15 — The Meta-Model for AI. A memorable analogy for LLMs (answers), agentic flows (task chains), and enterprise-grade platforms plus where value will concentrate next. 10:45 — Beat “aging out”: redefine your lane. Mindset + role clarity: younger teams dominate ideation; experienced operators win in innovation, beta, and scale where cash is created. 11:58 — Two-week innovation cadence. Jim's playbook: 48-hour prototype only after value is proven. Use no-code + agents to compress cycles. 34:16 — The most overlooked USP: do the basics flawlessly. Answer the phone, quote fast, follow up, bill clearly, ask for referrals. Master baseline execution before hunting fancy differentiators. ✴️You can find Jim on LinkedIn: https://www.linkedin.com/in/jimweldon/  ✴️Don't forget to subscribe to YouTube  ⁨@Midlifesuccess⁩  #ai #agenticai #technology #entrepreneur

- Stellantis Moves Jeep Production to U.S. - Ram Mid-Size Pickup Going to Toledo - Filosa Doubles Down on U.S. - Norway To Ax EV Subsidies - Automakers Improve Pedestrian AEB At Night - Rimac To Buy Out Porsche Stake in JV - Rimac To Make Solid State Batteries - Waymo Brings Robotaxis To London - Honda Launches Autonomous Lawn Mower - How Much AI Do You Want in Your Car?

- Stellantis Moves Jeep Production to U.S. - Ram Mid-Size Pickup Going to Toledo - Filosa Doubles Down on U.S. - Norway To Ax EV Subsidies - Automakers Improve Pedestrian AEB At Night - Rimac To Buy Out Porsche Stake in JV - Rimac To Make Solid State Batteries - Waymo Brings Robotaxis To London - Honda Launches Autonomous Lawn Mower - How Much AI Do You Want in Your Car?

In this episode of Scratch, Ariel Kelman, President & CMO of Salesforce, shows how a category leader can still think like a challenger through the power of education, not persuasion. Education beats persuasion when you make community the flywheel: by pairing product truth with peer proof through events like Dreamforce, Trailhead, and forums, so customers learn how to win with your product (not just why it's great). That mindset turns advocacy into momentum.But teaching only lands if the tech actually works in the flow of “work”, so Ariel's rule is being able to put data before demos. He emphasizes the need to harmonize and govern customer data in Data Cloud so AI agents have context, then deploy them where they matter. For example, a product Q&A agent spun up in weeks drove 700k+ customer chats, and their website/service agents have resolved 1.6M cases because they understand real customer history, permissions, and next best actions.Finally, as a brand, you need to be Customer Zero and balance quick wins with long bets. Dogfood your offerings first to iterate fast and convert internal proofs into external playbooks, then scale what works. Watch the video version of this podcast on YouTube ▶️: https://youtu.be/92Rfv19ypQE          

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The full version of this episode (41 minutes & Ad-free) is available for Silk+ Members (FREE for a limited time!) and includes access to 600 more episodes from these podcasts: Sleep Whispers (430+ episodes) Calm History (100+ episodes) ASMR Sleep Station (50+ episodes) 1 & 8-Hour Nature Sounds (50+ episodes) 1 & 8-Hour Background Sounds (30 episodes) Counselor Curt ASMR (20+ episodes) ASMR … Continue reading *Sample* | Outdoor Rambling about Ice Cream – with night sounds (Bonus Episode #118)

Welcome back to the EUCVC Summit Talks, where we bring you ground-level conversations with the founders, corporate leaders, and investors shaping Europe's innovation future.In this episode, Andreas Munk Holm sits down with Nadia Carlsten, VP at DCAI, and Bjarke Ruse Sejrsen, CEO of Go Autonomous, to explore how Europe is putting AI hype into practice. From Denmark's launch of the Gefion supercomputer to startups training proprietary models, this conversation dives into the reality of building AI factories that deliver business value — and what it will take for Europe to compete globally.Nadia shares why compute sovereignty matters and how Denmark is positioning itself as a hub for large-scale AI innovation, while Bjarke explains how Go Autonomous trained the world's first B2B foundation model — and why European startups need braver investors to seize the AI-native future.

In this episode, we sit down with Ben Wolff, CEO of Palladyne AI, to discuss the company's innovative strides in the AI and robotics industry. We dive into their focus on simplifying robot programming through an enhanced user interface, the development of autonomous swarming technology for drones, and their commitment to creating hardware-agnostic AI solutions. Ben shares insights into the advantages of edge computing and emphasizes a customer-centric approach to product development, ensuring that their offerings are indispensable to users. Tune in to learn how Palladyne AI is shaping the future of robotics and AI. – SPONSOR – Are manual picking operations or idle robots slowing your growth? The cutting-edge Zebra Symmetry Fulfillment solution is engineered to reduce your costs per unit and give you an unbeatable competitive edge. Autonomous mobile robots guided by Team Intelligence empower your workers to achieve their maximum potential, enabling you to scale efficiently and boost profitability. Don't settle for less—maximize your profits with Zebra. Discover the future of fulfillment at https://www.zebra.com/fulfillment

SummaryIn this engaging conversation, Cathie Wood and Dr. Art Laffer explore the evolution of Bitcoin and stablecoins, the historical context of monetary systems, and the future of private money. They discuss the convergence of various technologies, including AI and robotics, and how these innovations are reshaping investment strategies. The dialogue emphasizes the importance of research and the joy of discovering new opportunities in the rapidly changing financial landscape.TakeawaysBitcoin and stablecoins represent a significant evolution in monetary systems.Stablecoins provide a price rule that Bitcoin lacks.The historical context of U.S. monetary policy reveals the need for alternatives to fiat currency.Private money systems are emerging as viable alternatives to government-controlled currencies.The convergence of technologies like AI, robotics, and energy storage is creating new investment opportunities.Tesla exemplifies how companies can be redefined by their technological innovations rather than traditional sectors.Autonomous vehicles are expected to revolutionize transportation and generate significant revenue.AI's role in genomics and protein research is set to transform healthcare.The ability to identify genetic mutations annually will change personal health management.Research and innovation are crucial for navigating the future of finance.KeywordsBitcoin, Stablecoins, Monetary Systems, Private Money, Technology Convergence, Investment Strategies, Innovation, AI, Robotics, Energy Storage

Telstra International has unveiled its highly Autonomous Network vision, part of the company's ambitious five-year plan to drive connectivity and innovation across Asia-Pacific. Head of Telstra International Networks, Wayne Lotter joins Blue Planet's Vice President for Global Products & Delivery, Kailem Anderson to discuss Telstra International's AI strategy and how Blue Planet is powering the foundation of its highly autonomous network.

Autonomous vehicles have high-tech systems to see “see” what's around them on the roads. A project in Germany asks if these cars also need to be listening to what's around them too. Plus: today in Oklahoma, it's the Watonga Cheese & Wine Festival. “Hearing Car” Detects Sounds for Safer Driving  AI and microphones are helping vehicles detect unseen hazards (IEEE Spectrum)Watonga Cheese Festival (TravelOK)If you like what you hear on our podcast, back us on Patreon

1. Welcome to the AI Frontier

Ocean container rates on the ⁠eastbound Trans-Pacific are falling by double digits in a surprise move from China carriers⁠ ahead of new US port fees. The ship tax, which begins next week, charges China-owned or operated ships $80 per net tonnage for each voyage to the U.S. and could cost major players like Cosco and OOCL as much as $2.1 billion in 2026. Autonomous trucking company ⁠Kodiak AI just debuted on the NASDAQ⁠ after successfully combining with Ares Acquisition Corporation II, resulting in a $2.5 billion valuation for the newly public company. Kodiak secured more than $275 million in funding through this de-SPAC transaction, which CEO Don Burnette noted marks an inflection point for the industry as self-driving technology matures toward commercial deployment. Additionally, the ⁠Senate confirmed David Fink⁠, a former Pan Am Railways president and fifth-generation railroader, to lead the Federal Railroad Administration. President Trump nominated Fink, stating he would "deliver the FRA into a new era of safety and technological innovation". Learn more about your ad choices. Visit megaphone.fm/adchoices

Enforcement activities by ICE, targeting non-domiciled CDL holders in southern states, have triggered a capacity shock, rerouting trucks to the Midwest and East Coast and causing regional spot rates to spike despite overall soft national freight volume. Globally, the macro picture confirms a rapid cooling, with new data projecting that US import container volumes will fall below the 2 million TEU mark for the remainder of 2025 due to weakening consumer spending and early peak season frontloading. This softening demand occurs as major Chinese carriers, including Cosco and OOCL, make the surprise move of announcing they will not levy surcharges to offset escalating US port fees set to begin October 14th. Looking ahead, significant capital is flowing squarely into automation and freight tech, signaling a long-term industry focus on efficiency and driverless operations. Autonomous trucking company Kodiak AI made its public debut on NASDAQ with a $2.5 billion valuation, while IKEA acquired the logistics tech platform Locus to improve its delivery fulfillment capabilities amidst surging e-commerce sales. Furthermore, back-office automation is accelerating, exemplified by Mentium, which raised a $3.2 million seed round to deploy AI-powered digital workers specifically focused on automating accounts payable processing for freight brokerages. Learn more about your ad choices. Visit megaphone.fm/adchoices

Podcast episode on autonomous coding and how AI is not just supporting coders, but mirroring human decision-making to deliver accurate, confident codes ready for billing—no human review required.

On September 25, 2025, Kodiak, an autonomous truck software company founded in 2018, went public with a $2.5 Billion valuation. Unlike other companies that make the whole truck autonomous, Kodiak retrofits existing equipment with their sensors and software. Also, unlike other companies in their space… they have revenue, something that is a challenge in any emerging industry. In 2024, Kodiak became the first company to announce the delivery of a driverless semi-truck to a paying customer, but I think everyone has the same question: will it work? That goes for both Kodiak's solution and their business model. In this episode of the Art of Supply podcast, Kelly Barner: Reviews how the Kodiak model works and what makes it different – including how they generate revenue Explains where they already have trucks in operation and how that is going, as well as the military investment that infused them with the capital required to grow And finally, she tries to answer the question ‘Will it work long term?' from an operational and investment point of view Links: Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement  

Navigating today's supply chain requires more than trucks and warehouses—it takes vision. In this episode of The New Warehouse Podcast, Kevin chats with Peter Coratola, Founder and CEO of EASE Logistics. Based in Dublin, Ohio, EASE Logistics has grown from a startup launched during a hectic season of Peter's life into a thriving asset-based 3PL.Today, EASE is piloting an autonomous truck platooning project, partnering with the state of Ohio and major technology providers to test a safer, more efficient future for freight movement. Peter shares how his company approaches innovation, why safety and service remain top priorities, and what autonomous trucking could mean for logistics in the years ahead.Get better visibility with Surgere. Follow us on LinkedIn and YouTube.Support the show

My interview with Brett King, futurist and author of Branch Tomorrow. - How fintechs have overtaken traditional banks in customer reach - The rise of autonomous banking and tokenized assets - Why legacy systems can't support real-time, AI-driven finance - The critical role of stablecoins and digital payments networks in this transformation - What bankers must do to stay relevant in the next decade Powered by Phoenix Group Powered by Phoenix Group The full interview is also available on my YouTube channel: YouTube: http://bit.ly/3WtDKRI  

Rideshare Rodeo Podcast (episode 507) October 7th, 2025 This week on the podcast: DOORDASH DOT, UBER Ai, UBER DELIVERY ROBOTS, UBER EATS SEATTLE SETTLEMENT (largest in country for a single city) & GIG APP WORK IN CALIFORNIA (JANUARY 2026) Rideshare Rodeo Brand & Podcast: Rideshare Rodeo Podcast    

In this conversation, Ryan Staley discusses the transformative potential of Claude 4.5, focusing on its 30-hour autonomous work capabilities across marketing, sales, leadership, and personal productivity. He provides practical workflows and examples to illustrate how businesses can leverage AI to enhance efficiency and effectiveness. The discussion also covers new features of Claude 4.5 that can further aid in various business functions.Claude 4.5 can autonomously work for 30 hours on complex tasks.AI can significantly enhance marketing through content creation and competitor analysis.Sales processes can be revolutionized with AI-driven prospecting and personalized outreach.Leadership can benefit from AI by receiving strategic decision support and executive briefings.Personal productivity can be improved by automating life organization and skill development.AI can generate detailed reports and insights that save time and resources.Implementing AI requires starting with one high-impact use case.The new features of Claude 4.5 offer exciting opportunities for businesses.AI can operate like a personal assistant, managing tasks and schedules.Businesses that adopt AI early can gain a significant competitive advantage.KeywordsAI, Claude 4.5, marketing automation, sales optimization, leadership tools, personal productivity, skill development, autonomous work, AI transformation, business growth

Are your accessibility tests missing critical issues? A new open-source framework with Selenium + Axe-core might be your fix. Can AI really make Test-Driven Development 10x faster? Autonomous testing is heating up. Forrester's Q3 2025 report reveals the big winners, risks, and disruptors testers need to know about. Find out in this episode of the Test Guild New Shows for the week of Oct 5th.  So, grab your favorite cup of coffee or tea, and let's do this. Time News Link 0:24 ZAPTESTAI https://testguild.me/ZAPTESTNEWS 1:03 Selenium Axe-Core https://testguild.me/72t9fx 1:53 ARIA Notify https://guildlive.io/s/z9i67Bww 3:33 Mobile No-Code + AI https://guildlive.io/s/0xt4p5EB 4:52 Caesr AI https://guildlive.io/s/vlcASVIH 5:35 TDD With AI https://guildlive.io/s/z0Qc3Cnd 7:06 Forrester Report https://guildlive.io/s/POq47b9W 8:47 DevTools (MCP) https://guildlive.io/s/f9ssW2In  

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On the show this week: Adrian Stoch, CEO Hai Robotics, USA In the conversation with Stoch, he discusses his transition from GXO Logistics to a leadership role at HAI Robotics, driven by the company's customer-centric approach and innovative culture led by founder Richie Chen. Adrian highlights the importance of aligning automation solutions with customer needs, emphasizing the shift towards large-scale automation in response to global supply chain challenges and labor constraints. He also outlines his goals for Hai Robotics in the Americas, focusing on building a talented team and implementing lean processes to support growth and customer success. ### – SPONSOR – Are manual picking operations or idle robots slowing your growth? The cutting-edge Zebra Symmetry Fulfillment solution is engineered to reduce your costs per unit and give you an unbeatable competitive edge. Autonomous mobile robots guided by Team Intelligence empower your workers to achieve their maximum potential, enabling you to scale efficiently and boost profitability. Don't settle for less—maximize your profits with Zebra. Discover the future of fulfillment at https://www.zebra.com/fulfillment

In this episode of Resilient Cyber, I sit down with repeat guest Snehal Antani, who serves as the Co-Founder & CEO of Autonomous Pen Testing leader Horizon3.ai.We will discuss the latest developments in AI and Autonomous Pen Testing, as well as the tremendous growth and success of Horizon3.ai, as Snehal balances technical topics with business-centric hard won wisdom of growing an industry leading organization.

I invited Michael Reitblat, CEO and founder of Forter, to unpack a reality many retailers are living with every day. Fraud is no longer a side issue. It shapes conversion rates, customer loyalty, and the bottom line. Michael argues that if you remove the fear of fraud, you unlock growth. That sounds bold, but his lens is practical. Replace guesswork with instant, consistent decisions and you improve both security and the checkout experience. Here's the thing. False declines feel like fraud in disguise. When good customers get blocked, they do not return. Michael explains how Forter uses real-time signals to say yes or no within the transaction, without adding friction. The promise is simple. If a buyer is genuine, let them through. If it is fraud, stop it and cover the chargeback. It is a clean model that puts accountability on the platform, not the merchant. We also talk about what happens when AI agents start buying on our behalf. If software is placing orders, refunding items, or filing disputes, identity and intent become fluid. Michael walks through how trust platforms need to reason about behavior across accounts, devices, and sessions. The goal is confidence at the moment of purchase without slowing anyone down. Michael shares how Forter's scope has expanded from blocking bad actors to enabling smart, business-wide decisions about customers. That means recognizing loyal buyers even if they shop across regions and brands, and spotting synthetic identities that mimic human patterns. It also means measuring success by approvals and lifetime value, not only by stopped attacks. Let me explain why this matters. Retailers are caught between two pains. Ease up and you invite chargebacks. Tighten controls and you lose revenue from good customers. Michael's point is that trust should be a growth lever. If the system is confident, the checkout stays smooth on web and mobile. If the system is unsure, it can ask for the least painful extra step rather than send a blanket decline. We close with practical guidance for leaders. Treat trust as a product. Give teams shared visibility into decisions. Align incentives so fraud, payments, product, and marketing are working from the same truth. Michael's vision is a world where anyone can transact with ease because fraud has been priced out of the experience. That is a conversation worth having, and one retailers can act on today.

Here's the thing. “Smart” has been the buzzword for years, but Richard Leurig argues we're on the cusp of something bolder. In our conversation, the Accruent president drew a clear line between buildings filled with connected systems and buildings that can sense, decide, and act without a person staring at a dashboard all day. Richard shared a retail story that sticks. By wiring refrigeration units with sensors and training models on billions of telemetry points, his team can spot failures 48 to 72 hours before lettuce wilts or milk spoils. That time window turns panic calls at 3 a.m. into planned daytime fixes. It cuts waste, protects revenue, and keeps customers from walking into empty shelves. The bigger idea is a shift from many panes of glass to no pane of glass. Instead of asking people to wrangle alerts, AI agents coordinate HVAC, security, and maintenance, then dispatch the right technician with the right part only when one is truly needed. That is the road to self-healing facilities. Practicalities that matter now Let me explain why this resonates across industries. Whether you run a hospital, a university, a factory, or a grocery chain, you're wrestling with aging infrastructure and short supply of skilled workers. Richard sees the same pattern everywhere. Teams need guidance at the point of work, not another report. Natural language agents that answer plain questions and walk users through a task are winning hearts because they remove friction. Return-to-office adds another layer. Hybrid work has made space usage lumpy. Richard outlined how linking lease data, occupancy, and booking behavior helps leaders decide what to close, reshape, or scale. It also changes floor plans. When people do come in, they want project rooms and collaboration zones, not endless rows of cubicles. Retrofit is the sleeper story. You don't need a skyline of brand-new towers to get smarter. Low-cost sensors and targeted integrations are making older buildings more responsive than most people expect. That opens the door for progress without nine-figure capex. Energy, sustainability, and proof Boards want less energy spend and real emissions progress. The quickest wins are often hiding in plain sight. Richard walked through HVAC control that follows people, sunlight, and weather rather than fixed schedules. Lights that turn off when a room is empty are yesterday's news. Cooling only where teams are actually working is today's play. He also flagged a coming wave on factory floors. Many legacy motors and line components quietly draw more power than they should. Clip-on sensors can spot out-of-tolerance behavior so maintenance can fix the energy hog instead of replacing an entire line. That is the kind of operational change that lowers bills and supports sustainability targets with data, not slogans. Richard's timeline is refreshingly near term. He believes a large slice of the built environment will show real autonomy in three to five years. Not theory. Not demos. Everyday operations that quietly handle themselves until a human is truly required. If this conversation sparks an idea for your sites, stores, labs, or campuses, I want to hear how you're approaching it. What feels possible this quarter, and what still feels out of reach?

Autonomous trucks are already working in real fleet operations today.But what do those operations look like?And how does deploying and operating autonomous trucks actually work on the fleet side of the equation?We asked Nils Jaeger, president of Volvo Autonomous Solutions, to walk us through the state of self-driving truck operations today.

A Lexington, Massachusetts, startup, Blue Water Autonomy, raised $50 million to build a 150-foot autonomous warship.

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In this episode of TechMagic, host Lee Kebler is joined by Nic Hill, co-founder and Chief Innovation Officer of Sawhorse Productions, to explore the latest tech developments shaping our digital world. Together, they break down Meta Connect's memorable moments and mobile-first pivot with Horizon Worlds, Intel's surprising $5B partnership with NVIDIA, and Lee's first-hand experience with Waymo's autonomous vehicles. The discussion also covers TikTok's potential acquisition by Oracle and the future of AR glasses and spatial computing. With insider insights and thoughtful analysis, Lee and Nic unpack how legacy tech companies are navigating rapid innovation, offering a must-listen guide for tech enthusiasts and professionals alike. Cathy is away this week and will rejoin the show next week.Come for the tech and stay for the magic!Lee Kebler Bio:Lee has been at the forefront of blending technology and entertainment since 2003, creating advanced studios for icons like Will.i.am and producing music for Britney Spears and Big & Rich. Pioneering in VR since 2016, he has managed enterprise data at Nike, led VR broadcasting for Intel at the Japan 2020 Olympics, and driven large-scale marketing campaigns for Walmart, Levi's, and Nasdaq. A TEDx speaker on enterprise VR, Lee is currently authoring a book on generative AI and delving into splinternet theory and data privacy as new tech laws unfold across the US.Lee Kebler on LinkedInNic Hill Bio:Nic Hill is the Co-Founder and Chief Innovation Officer at Sawhorse Productions, a full-service production and post house specialising in branded content, commercials, and scripted and non-scripted shows. With over 12 years of experience, Nic has assembled a talented team of experts in video production, editing, and comedy. Passionate about immersive metaverse experiences that blur the line between film and gaming, he delivers innovative content for leading brands, studios, and agencies worldwide. Previously, Nic worked as an independent film director and editor, creating internationally acclaimed documentaries. Based in Los Angeles, he enjoys DJing, biking, and family time.Nic Hill on LinkedInKey Discussion Topics:00:00 Intro & Welcome from LA05:31 Inside MetaConnect: A Front Row Perspective08:15 Meta's Smart Glasses Evolution & Design Strategy21:27 Horizon Worlds' Mobile-First Transformation33:35 First-Hand Experience with Waymo's Self-Driving Cars40:45 NVIDIA's $5B Investment in Intel: Gaming's Future44:30 Oracle's TikTok Acquisition & Social Media Shifts51:25 The Smart Glasses Arms Race: Amazon & OpenAI Enter55:31 Final Thoughts: Alien Earth & AI Evolution Hosted on Acast. See acast.com/privacy for more information.

Pablos Holman is a hacker and inventor and the author of Deep Future: Creating Technology that Matters, the indispensable guide to deep tech. Previously, Pablos worked on spaceships at Blue Origin and helped build The Intellectual Ventures Lab to invent a wide variety of breakthroughs. Pablos also hosts the Deep Future Podcast and is managing partner at Deep Future.This episode is brought to you by:Cresset prestigious family office for CEOs, founders, and entrepreneurs: https://cressetcapital.com/timMaui Nui Venison​, delicious, nutrient-dense, and responsible red meat: https://mauinuivenison.com/lp/timAG1 all-in-one nutritional supplement: https://drinkag1.com/timTimestamps:00:00 Intro02:12 The hacker mindset33:05 Nuclear52:35 Autonomous ships58:48 Pragmatic optimism01:00:29 Risk tolerance01:04:50 Blue Origin01:11:59 Zero Effect philosophy01:34:43 China01:43:07 Taiwan01:45:04 AI01:50:42 Salsa02:08:44 Deep tech investing*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Our strategists Michelle Weaver and Adam Jonas join analyst Christopher Snyder to discuss the most important themes that emerged from the Morgan Stanley Annual Industrials Conference in Laguna Beach.Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, Morgan Stanley's U.S. Thematic Strategist.Christopher Snyder: I'm Chris Snyder, Morgan Stanley's U.S. Multi-Industry Analyst. Adam Jonas: And I'm Adam Jonas, Morgan Stanley's Embodied AI Strategist.Michelle Weaver: We recently concluded Morgan Stanley's annual industrials conference in Laguna Beach, California, and wanted to share some of the biggest takeaways.It's Tuesday, September 16th at 10am in New York.I want to set the stage for our conversation. The overall tone at the conference was fairly similar to last year with many companies waiting for a broader pickup. And I'd flag three different themes that really emerged from the conference. So first, AI. AI is incredibly important. It appeared in the vast majority of fireside conversations. And companies were talking about AI from both the adopter and the enabler angle. Second theme on the macro, overall companies remain in search of a reacceleration. They pointed to consistently expansionary PMIs or a PMI above 50, a more favorable interest rate environment and greater clarity on tariffs as the key macro conditions for renewed momentum. And then the last thing that came up repeatedly was how are companies going to react to tariffs? And I would say companies overall were fairly constructive on their ability to mitigate the margin impact of tariffs with many talking about both leveraging pricing power and supply chain shifts to offset those impacts. So, Chris, considering all this, the wait for an inflection came up across a number of companies. What were some of your key takeaways on multis, on the macro front? Christopher Snyder: The commentary was stable to modestly improving, and that was really consistent across all of these companies. There are, you know, specific verticals where things are getting better. I would call out data center as one. Non-res construction, as another one, implant manufacturing as one. And there were certain categories where we are seeing deterioration – residential HVAC, energy markets, and agriculture.But we came away more constructive on the cycle because things are stable, if not modestly improving into a rate cut cycle. The concern going in was that we would hear about deteriorating trends and a rate cut would be needed just to stabilize the market. So, we do think that this backdrop is supportive for better industrial growth into 2026.We have been positive on the project or CapEx side of the house. It feels like strength there is improving. We've been more cautious on the short cycle production side of the house. But we are starting to see signs of rate of change. So, when we look into [20]26 and [20]27, we think U.S. industrials are poised for decade high growth. Michelle Weaver: You've had a thesis for a while now that U.S. reshoring is going to be incredibly important and that it's a $10 trillion opportunity. Can you unpack that number? What are some recent data points supporting that and what did you learn at the conference? Christopher Snyder: Some of the recent data points that support this view is U.S. manufacturing construction starts are up 3x post Liberation Day. So, we're seeing companies invest. This is also coming through in commercial industrial lending data, which continues to push higher almost every week and is currently at now record high levels. So, there's a lot of reasons for companies not to invest right now. There's a lot of uncertainty around policy. But seeing that willingness to invest through all of the uncertainty is a big positive because as that uncertainty lifts, we think more projects will come off the sidelines and be unlocked. So, we see positive rate of change on that. What I think is often lost in the reassuring conversation is that this has been happening for the last five years. The U.S. lost share of global CapEx from 2000 when China entered the World Trade Organization almost every year till 2019 when Trump implemented his first wave of tariffs. Since then, the U.S. has taken about 300 basis points of global CapEx share over the last five years, and that's a lot on a $30 trillion CapEx base. So, I think the debate here should be: Can this continue? And when I look at Trump policy, both the tariffs making imports more expensive, but also the incentives lowering the cost of domestic production – we do think these trends are stable. And I always want to stress that this is a game of increments. It's not that the U.S. is going to get every factory. But we simply believe the U.S. is better positioned to get the incremental factory over the next 20 years relative to the prior 20. And the best point is that the baseline growth here is effectively zero. Michelle Weaver: And how does power play into the reshoring story? AI and data centers are generating huge demand for power that well outstrip supply. Is there a risk that companies that want to reshore are not able to do so because of the power constraints?Christopher Snyder: It's a great question. I think it's part of the reason that this is moving more slowly. The companies that sell this power equipment tend to prioritize the data center customers given their scale in magnitude of buying. But ultimately, we think this is coming and it's a big opportunity for U.S. power to extend the upcycle.Manufacturing accounts for 26 percent of the electricity in the country. Data center accounts for about 5 percent. So, if the industrial economy returns to growth, there will be a huge pull on the grid; and I view it as a competitive advantage. If you think about the future of U.S. manufacturing, we're simply taking labor out and replacing it with electricity. That is a phenomenal trade off for the U.S. And a not as positive trade off for a lot of low-cost regions who essentially export labor to the world. I'm sure Adam will have more to say about that. Michelle Weaver: And Adam, I want to bring robotics and humanoid specifically into this conversation as the U.S.' technological edge is a big part of the reshoring story. So how do humanoids fit into reshoring? How much would they cost to use and how could they make American manufacturing more attractive? Adam Jonas: Humanoid robots – we're talking age agentic robots that make decisions from themselves autonomously due to the dual purpose in the military. You know, dual purpose aspect of it makes it absolutely necessary to onshore the technologies.At the same time, humanoid robots actually make it possible to onshore those technologies. Meaning you need; we're not going to be able to replicate manufacturing and onshore manufacturing the way it's currently done in China with their environmental practices and their labor – availability of affordable cheap human labor.Autonomous robots are both the cause of onshoring. And the effect of onshoring at the same time, and it's going to transform every industry. The question isn't so much as which industry will autonomous robots, including humanoids impact? It's what will it not.And we have not yet been able to find anything that it would. When you think about cost to use – we think by 2040 we get to a point where to Chris's point, the marginal cost of work will be some factor of electricity, energy, and some depreciation of that physical plant, or the physical robot itself. And we come up with a, a range of scenarios where centered on around $5 per hour. If that can replace two human workers at $25 an hour, that can NPV to around $200,000 of NPV per humanoid. That's discounting back 15 years from 2040.Michelle, there's 160 million people in the U.S. labor market, so if you just substituted 1 percent of that or 1.6 million people out of the U.S. Labor pool. 1.6 million times $200,000 NPV; that's $320 billion of value, which is worth, well, quite a lot. Quite a lot of money to a lot of companies that are working on this. So, when we get asked, what are we watching, well, in terms of the bleeding edge of the robot revolution, we're watching the Sino-U.S. competition. And I prefer to call it competition. And we're also watching the terra cap companies, the Mag 7 type companies that are quite suddenly and recently and very, very significantly going after physical AI and robotics talent. And increasingly even manufacturing talent. So again, to circle back to Chris's point, if you want evidence of reshoring and manufacturing and advanced manufacturing in this country, look at some of these TMT and tech and AI companies in California. And look at, go on their hiring website and watch all the manufacturing and robotics people that they're trying to hire; and pay a lot of money to do so. And that might be an interesting indicator of where we're going.Michelle Weaver: I want to dig in a little bit more there. We're seeing a lot of the cutting-edge tech coming out of China. Is the U.S. going to be able to catch up?Adam Jonas: Uh, I don't know. I don't know. But I would say what's our alternative. We either catch up enough to compete or we're up for grabs. OK?I would say from our reading and working closely with our team in China, that in many aspects of supply chain, manufacturing, physical AI, China is ahead. And with the passage of time, they are increasingly ahead. We estimate, and we can't be precise here, that China's lead on the U.S. would not only last three to five years, but might even widen three to five years from now. May even widen at an accelerating rate three to five years from now.And so, it brings into play is what kind of environment and what kind of regulatory, and policy decisions we made to help kind of level the playing field and encourage the right kind of manufacturing. We don't want to encourage trailing edge, Victorian era manufacturing in the U.S. We want to encourage, you know, to skate to where the puck is going technology that can help improve our world and create a sustainable abundance rather than an unsustainable one. And so, we're watching China very, very closely. It makes us a little bit; makes me a little bit kind of nervous when we – if we see the government put the thumb on the scale too much.But it's invariably going to happen. You're going to have increased involvement of whichever administration it is in order to kind of set policies that can encourage innovation, education of our young people, repurposing of labor, you know. All these people making machines in this country now. They might get, there may be a displacement over a number of years, if not a generation.But we need those human bodies to do other things in this economy as well. So, we; I don't want to give the impression at all in our scenarios that we don't need people anymore. Michelle Weaver: What are the opportunities and the risks that you see for investors as robotics converges with this broader U.S. manufacturing story? Adam Jonas: Well, Michelle, we see both opportunities and risks. There are the opportunities that you can measure in terms of what portion of global GDP of [$]115 trillion could you look at. I mean, labor alone is $40 trillion.And if you really make humanoid that can do the work of two workers, guess what? You're not going to stop at [$]40 trillion. You're going to go beyond that. You might go multiple beyond that. Talking about the world before AI, robotics and humanoid is like talking about the world before electricity. Or talking about business before the internet. We don't think we're exaggerating, but the proof will be in the capital formation. And that's where we hope we can be of assistance to our clients working together on a variety of investment ideas. But the risks will come and it is our professional responsibility, if not our moral responsibility, to work with our partners across research to talk about those risks. Michelle, if we have labor displacement, go too quickly, there's serious problems. And if you don't, if you don't believe me, go look at, look at you know, the French Revolution or the Industrial Revolution, or Age of Enlightenments. Ages of scientific enlightenment frequently cohabitate times of great social and political turmoil as well. And so, we think that these risks must be seen in parallel if we want to bring forth technologies that can make us more human rather than less human. I'm sorry if I'm coming across as a little preachy, but if you studied robots and labor all day long, it does have that effect on you. So, Michelle, how do you see innovation priorities changing for industrials and investors in this environment?Michelle Weaver: I think it's huge as we're seeing AI and technology broadly diffuse across different segments of the market, it's only becoming more important. About two-thirds of companies at the conference mentioned AI in some way, shape, or form. We know that from transcripts. And we're seeing them continue to integrate AI into their businesses. They're trying to go beyond what we've just seen at the initial edge. So, for example, if I think about what was going on within AI adoption a couple years ago, it was largely adding a chat bot to your website that's then able to handle a lot of customer service inquiries. Maybe you could reduce the labor there a little bit. Now we're starting to see a lot more business specific use cases. So, for example, with an airline, an airline company is using AI to most optimally gate different planes as they're landing to try and reduce connection times. They know which staff needs to go to another flight to connect, which passengers need to move to another flight. They're able to do that much more efficiently. You're seeing a lot on AI being adopted within manufacturing to make manufacturing processes a lot more seamless. So, I think innovation is only going to continue to become more important to not only industrials, but broadly the entire market as well.Clearly the industry is being shaped by adaptability, collaboration, and a focus on innovation. So, Chris, Adam, thank you both for taking the time to talk. Adam Jonas: Always a pleasure. Michelle.Christopher Snyder: Thank you for having us on. Michelle Weaver: And to our listeners, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen to the show and share the podcast with a friend or colleague today.

Today was supposed to be a solo Full Auto Friday, but young Michael decided to throw a wrench into my plans. I forced him to stay late and ask questions as his punishment. We covered a variety of topics: -Real Jiu Jitsu Vs. Fake Jiu Jitsu -ChatGPT's role in a murder suicide -Tribal warfare -Autonomous robots and the threat to humanity -BASE Jumping fatalities Enjoy   Today's Sponsors: AG1: Go to https://drinkag1.com/clearedhot to get a FREE Frother with your first Purchase of AGZ. Pique: Get 20% off + a FREE rechargeable frother and glass beaker with your first purchase with my link https://Piquelife.com/CLEAREDHOT