Podcasts about Av

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber's new Autonomous Vehicle Solutions initiative, Waymo's growing markets, and the growth of Physical AI powered by NVIDIA.As Uber's stock languishes in the low seventies due to investor overhang about the future of autonomy, the company announced Uber Autonomous Solutions, a new initiative to support the growth of autonomous vehicles on the Uber platform.Grayson and Walt break down the initiative point by point, examining Uber's strategy of providing training data, enriched mapping, venue management, and autonomous vehicle insurance. While Grayson views much of the in-car experience pitch as buzzword Alley, Walt argues that AV mission control and fleet management are the true meat of Uber's strategy, aiming to provide the critical API for a fragmented market. This sparks a spirited debate on whether Uber is maintaining its asset-light identity or quietly creeping into asset-heavy operations by owning and operating robotaxi assets.The conversation then shifts to the geopolitical risks of Uber's international partnerships, as the company recently hosted analysts in Abu Dhabi to meet with Chinese autonomous partners WeRide and Baidu. Grayson warns of the tremendous blowback and political risk this carries back home, especially given the current US administration's active stance on social media regarding foreign technology.Walt and Grayson also discuss a recent broker report, shared by Uber CFO Balaji Krishnamurthy on X, that analyzed just 34 trips in Austin and claimed there is no cost advantage to autonomy. They call the sample size too small and the conclusions baffling given the obvious long-term benefits of removing human drivers.Contrasting Uber's narrative tour, Waymo is aggressively scaling and growing revenue. This week, Waymo announced they have crossed 1 million fully autonomous freeway miles, expanded into Chicago and Charlotte, and opened up Dallas, Houston, San Antonio, and Orlando to early riders.Notably, Uber was absent from these new market announcements, leading Grayson to point out the potentially waning relationship between the two companies. Furthermore, he put on his inspector hat to uncover signs of Waymo's grand ambitions in the EU, citing meetings with the European Commission and job postings for EU regulatory counsel.As Waymo scales, the capital markets are flowing for autonomy investments, highlighted by Wayve securing a $1.2 billion check at an $8.6 billion valuation. The round includes investments from SoftBank, NVIDIA, Stellantis, and Nissan, with Uber committing to own and operate the Wayve fleet in 10 upcoming markets, starting with London.Then there is the growth of physical AI, which NVIDIA announced contributed $6 billion in earnings last quarter, with CFO Colette Kress signaling that robotaxis and humanoids are poised to be major growth markets over the next decade.Episode Chapters00:00 Uber's Identity Crisis 1:33 Breaking Down Uber Autonomous Solutions20:43 Uber's Abu Dhabi Analyst Day & Chinese Tech Risks 35:37 Waymo Announces Chicago & Charlotte as New Markets 40:55 Uber and Waymo's Waning Relationship 42:03 Waymo Surpasses 1 Million Fully Autonomous Freeway Miles43:56 Waymo Eyes the EU Expansion 46:32 Wayve's $1.2B Funding Round50:39 NVIDIA, Physical AI, & Humanoids 53:04 Next WeekRecorded on Friday, February 27, 2026--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Events Demystified Podcast, host Anca Platon Trifan speaks with Cindy Lo, the CEO and owner of Red Velvet Events and Strong Events. Cindy shares her journey of building two successful event companies, discussing the challenges and victories she has faced along the way. Topics include the inception of Red Velvet following the events of 9/11, the growth strategies she employed, the cultural and operational differences between her companies, and the lessons learned from managing a dynamic team. Cindy offers an honest and insightful look into her leadership philosophy, emphasizing the importance of communication, risk management, work-life balance, and authenticity in business. Tune in for a candid conversation about what it takes to lead with both grit and grace in the event industry. Tune into this brand new conversation on the Events Demystified Podcast!

In Episode 136, James and Gary discuss the relationship between the worship leader and the tech team. A key is bridging the gap caused by different technical language, personalities, and perspective to reach a common goal. Ultimately, how do we understand everyone's roll and responsibilities to get the most out of the entire team? The Church Sound Podcast is sponsored by DiGiCo, Renkus-Heinz, and Shure.Check out co-host James Attaway's worship audio academy at www.attawayaudio.com/academy, and also visit our new Instagram page @churchsoundpodcast. James is the author of the Live Mixing Field Guide, a quick-start guide to EQ, compression and effects. Find more from him on the Attaway Audio YouTube Channel and at AttawayAudio.com. Reach him on IG @attawayaudio or contact him via email here.Help insure that techs have a clear target for a winning mix with the free guide “How to Lead Your Church Sound Team” by James, and get a walkthrough on setting up virtual sound check on your console with his “Virtual Sound Check Challenge”.Co-host Gary Zandstra has worked in church production as an AV systems integrator and as a manufacturer's rep for more than 35 years. Go here to check out Gary's extensive library of articles on ProSoundWeb.

Aparecieron “los segundos más buscados” después del Mencho, los dueños del Cartel de los Mach0rros, los capos de YouTube. ¡Avísale a las autoridades que empezó La fokin Hora Mach0rra! Esta semana Luar le baja caliente a todos los que le deben, la teta de Tokisha anda más caída que la barcaza del Viejo San Juan y nuestra amiga Valerie Lugo lanza un temazo… pero como no todo puede ser tristeza, analizamos el bonito momento en que Alofoke cogió al hombro a un tierno enano.

Apply to Join Churchfront Premium Apply to Join Churchfront Pro Free Worship and Production Toolkit Shop Our Online Courses Join us at the Churchfront Conference Follow Churchfront on Instagram or TikTok: @churchfront Follow on Twitter: @realchurchfront Gear we use to make videos at Churchfront Musicbed SyncID: MB01VWQ69XRQNSN   Here are the podcast notes: Churchfront Podcast — Erwin McManus Lead Pastor, Mosaic Church (Los Angeles) | Author, The Seven Frequencies of Communication Guest background: Erwin McManus has led Mosaic in LA for 35 years, building a congregation averaging in its twenties across 40+ nationalities. He's also an author, speaker, and has been a longtime participant in the Global Leadership Summit at Willow Creek. Key Topics What holds church leaders back The most common internal limitation isn't skill or resources — it's the lack of felt permission. Pastors are often communal and loyal by nature, which also makes them dependent on someone saying "it's okay to go for it." The church culture tends to withhold permission rather than grant it. This is a big reason conferences are so magnetic — they're not primarily about information, they're about permission receiving. People go to be in a room where they feel free to dream, risk, and believe. Erwin said a large part of his life's work has been giving people permission: to dream big, to risk, to try low-percentage ideas, and to fail without that defining their worth. Giving permission downward in the org chart Leaders often receive permission at a conference and then come back and tell their team what to do — which is not the same as giving permission. True permission-giving means creating space for people to grow, develop, dream, and execute in their own way. Key principle: hold tight to where you're going, hold loosely to how you get there. Someone can execute at a high level and still do it differently than you would — and that's okay. "It's All About People" vs. "You Can't Take Everyone With You" (from Mind Shift)McManus intentionally places these as Chapter 1 and Chapter 3 as a juxtaposition. Most leaders lean hard toward one and neglect the other. His advice: read both, figure out which one resonates more, then go apply the other one. That tension is where relational elegance lives. When people leave, they attack your character At Mosaic, after major style and culture shifts, the people who left rarely said "I don't like the music." They attacked Erwin's character because it made them the hero of their story. He found the exceptions refreshing — the people who were honest ("the church is too young," "too diverse," "too evangelistic") made it easy to respond. His approach: when you bring clarity as a leader, you're giving people the gift of choice. If they hate who you are now, they're going to really hate who you're becoming — so this is actually a good time to part ways. "If you're everything, you're nothing." The white interior at Mosaic Hollywood During the 18-month pandemic shutdown, Aaron McManus pitched painting everything white — stage, speakers, walls. No precedent existed for it. The idea was: when people come back, we don't want them having a nostalgicexperience — we want them going forward. The white space became a blank canvas for projection and lighting in every direction. It's now been widely imitated. (They did the same thing at their current Pasadena theater space, which was the longtime home of the Rocky Horror Picture Show.) The Seven Frequencies of Communication The seven frequencies are a framework for understanding how people communicate and how they're heard — not just outwardly but internally, since your inner voice shapes the health of your soul. The frequencies: Commander, Challenger, Healer, Motivator, Professor, Seer, Maven. This isn't a static identity — it's a dynamic range you can access. The goal is mastery over your frequencies, not just defaulting to your primary one. Every frequency also has a shadow — the dark version of the same trait. Commander → Dictator. Seer → Perfectionist. Challenger → Manipulator. Motivator → Performer. We tend to access our shadows with zero effort and have to work to access the authentic frequency. That's true of all positive human characteristics: courage, forgiveness, integrity all require work. Their negative counterparts (fear, bitterness, dishonesty) require nothing. Practical example: Erwin's wife Kim is a Commander. 42 years of "turn off the lights and lock the doors" instead of "I love you." He learned to translate that as I love you, keep me safe. His daughter Mariah is a Challenger — she's always trying to elevate him, but it reads as reprimand. Understanding the frequency means getting offended less. Hire for character, not for frequency When Jake asked whether leaders need Commander or Challenger to run a department, Erwin's answer was simple: if the character is right, the frequency will work itself out. A high-Motivator leader who doesn't have Commander will still make people want to achieve for them — and the team will learn to push for clarity on execution. Environmental health matters more than frequency profile. Commanders and competency Commanders have competency as a core value. If you move a Commander into a new role without giving them enough context, resources, and framing, they won't feel like they're being trusted — they'll feel like they're being set up to fail. The key: make sure they feel equipped, not just trusted. "He just wants to make sure he has enough swords." Seers in leadership Many megachurch pastors are Commander-Seer combinations. The risk for Seers is confusing movement with momentum — pivoting sideways to get around an obstacle, while the team thinks the direction has changed entirely. The Seer knows they're still heading north; they forgot to communicate why they went east first. Solution from their team's side: instead of assuming the vision changed, ask "this feels like a direction change — is this a strategic move to get there faster? Help me communicate it well." Churchfront "Captive Consultant" segment Erwin's advice for Churchfront: since they're committed to serving churches exclusively, look for where churches are growing fastest — new residential development, emerging demographics — and think about what a scalable package looks like for smaller churches. The message is too important not to be heard clearly, which makes sound and AV integration genuinely mission-critical work. He also noted that once a building is built, the acoustic future is largely set — making early architectural involvement from integrators essential. Book/Resource mentioned: The Seven Frequencies of Communication — includes an assessment on their website.  Also mentioned: Mind Shift by Erwin McManus.

Mason Parker is considering a career move into AV installation/integration. He wonders how Scott Wilkinson got into the industry and what advice Scott might give to further a career in home theater. There are plenty of things to talk about here! Host: Scott Wilkinson Download or subscribe to Home Theater Geeks at https://twit.tv/shows/home-theater-geeks Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord.

Mason Parker is considering a career move into AV installation/integration. He wonders how Scott Wilkinson got into the industry and what advice Scott might give to further a career in home theater. There are plenty of things to talk about here! Host: Scott Wilkinson Download or subscribe to Home Theater Geeks at https://twit.tv/shows/home-theater-geeks Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord.

Julian Treasure is one of the most-watched TED speakers in the world, but his message is simple: the most important skill for speakers is listening.In this episode, Julian explains why audiences don't hear your message “as delivered.” They hear it through filters: culture, mood, expectations, time of day, the speaker before you, and even the acoustics of the room.We talk about how to “listen to their listening” in real time, how to recover when the energy is off, and how to make your voice land with more impact, without turning into a motivational foghorn.What you'll learnWhy speaking and listening form a circle, not a straight lineThe listening filters that shape how audiences receive your messageHow to handle the “graveyard slot” and other attention dipsWhat to do when the speaker before you has poisoned the roomThe “gift” visualisation to instantly improve your on-stage presenceWhy sound affects physiology, focus, behaviour, and buying decisionsPractical advice on mics, acoustics, and why lavaliers can betray youThe role of silence and humility in real listeningJulian's Listening Society and his speaking and listening assessmentsLinks mentionedJulian's Listening Society (free resources and membership) https://www.thelisteningsociety.community/sign_up?request_host=www.thelisteningsociety.communityhttps://www.juliantreasure.com/Julian's speaking and listening assessments (individual and organisational scorecards) https://juliantreasure.floot.app/CHAPTERS00:00 Intro: Julian Treasure and why listening beats speaking02:00 Julian's contrarian stance: listening is the base of the pyramid04:00 Listening to their listening: the filters audiences use06:00 Graveyard slots, room mood, and the speaker before you08:00 How to recover when the audience is off12:00 The “gift” visualisation for stage presence16:00 The three intentions: you, the audience, and their intention for themselves19:00 Why listening has been sidelined in modern life21:00 Sound's effects: physiology, psychology, behaviour, cognition24:00 TED curation and making every word a “diamond”26:00 Being heard: mics, AV crews, and room acoustics30:00 Silence, humility, and listening as a leadership skill35:00 Julian's TED history and the talk that went ballistic40:00 Coaching, leadership, listening, and organisational disengagement42:00 Listening Society and assessments45:00 Outro: key takeaways and what's nextVisit https://strategic-speaker.scoreapp.com to take the 2-minute Strategic Speaking Business Audit and find out what's blocking you from getting more bookings, re-bookings, referrals and bigger fees. There's a special surprise gift for everyone who completes the quiz.Want to get coached for free on the show? Fill in the form https://forms.gle/mo4xYkEiCjqtz9yP6, and if we think your challenge could help others, we'll invite you on.For speaking enquiries or to connect with me, you can email john@presentinfluence.com or find me on LinkedInYou can find all our clips, episodes and more on the Present Influence YouTube channel: https://www.youtube.com/@PresentInfluenceThanks for listening. Rating the show 5* on Spotify helps their algorithm recommend the show, so please take a moment to follow the show and leave a rating.Mentioned in this episode:SPGFS - Hiro.fmBecoming known will always make it easier to get booked and podcast guesting is one of the easiest ways to make that happen, when you have the right strategy. This program will teach you everything you need to know about podcast guesting, from the tech stack to making an impact. You'll get all the tools to stand out as an amazing podcast guest and get booked on great shows.The Strategic Speaking Business AuditTake this quick quiz to find out where and why your speaking business is leaking opportunities.

- Aston Martin Slashes 20% of Workers Amid Financial Struggles - Lucid Cuts Workforce and Lowers 2026 Production Targets - Wayve Raises $1.2 Billion for Autonomous Tech - “Jay Leno Law” Exempts Classic Cars from Smog Tests - Nissan To Launch Dual Pathfinder Strategy By 2030 - Hyundai Unveils Unmanned Robot for Firefighting - Tesla Sues California Over Autopilot Name Change - Tesla Battles Trademark Squatter Over Cybercab Name - Genuine Parts Company Splitting into Two Public Entities

- Aston Martin Slashes 20% of Workers Amid Financial Struggles - Lucid Cuts Workforce and Lowers 2026 Production Targets - Wayve Raises $1.2 Billion for Autonomous Tech - “Jay Leno Law” Exempts Classic Cars from Smog Tests - Nissan To Launch Dual Pathfinder Strategy By 2030 - Hyundai Unveils Unmanned Robot for Firefighting - Tesla Sues California Over Autopilot Name Change - Tesla Battles Trademark Squatter Over Cybercab Name - Genuine Parts Company Splitting into Two Public Entities

Slovensko bude mať opäť jeden z najhorších deficitov spomedzi štátov Európskej únie. Môže za to aj chyba, ktorú spravili v Bruseli. Vláda ju mohla opraviť, no neurobila to.Predseda Rady pre rozpočtovú zodpovednosť Ján Tóth v podcaste Aktuality Nahlas hovorí, prečo konsolidácia trvá tak dlho. Potrebujeme skonsolidovať aspoň ďalšie 2,7 miliardy, aby sme sa dostali na takú úroveň deficitu, akú vláda sľubuje. To je podobný balíček, aký pociťujeme v tomto roku. Avšak ani tento cieľ nebude stačiť na ozdravenie verejných financií. Čím viac vláda konsolidáciu naťahuje a odkladá dosiahnutie cieľov, tým viac to bude bolieť naše peňaženky.Tóth ďalej pripomína, že vláda stále nesplnila požiadavku, ktorá vyplýva z ústavného zákona, a nepožiadala Národnú radu o dôveru. Bude potrebné prekopať ústavné pravidlá o rozpočtovej zodpovednosti.

Slovensko bude mať opäť jeden z najhorších deficitov spomedzi štátov Európskej únie. Môže za to aj chyba, ktorú spravili v Bruseli. Vláda ju mohla opraviť, no neurobila to.Predseda Rady pre rozpočtovú zodpovednosť Ján Tóth v podcaste Aktuality Nahlas hovorí, prečo konsolidácia trvá tak dlho. Potrebujeme skonsolidovať aspoň ďalšie 2,7 miliardy, aby sme sa dostali na takú úroveň deficitu, akú vláda sľubuje. To je podobný balíček, aký pociťujeme v tomto roku. Avšak ani tento cieľ nebude stačiť na ozdravenie verejných financií. Čím viac vláda konsolidáciu naťahuje a odkladá dosiahnutie cieľov, tým viac to bude bolieť naše peňaženky.Tóth ďalej pripomína, že vláda stále nesplnila požiadavku, ktorá vyplýva z ústavného zákona, a nepožiadala Národnú radu o dôveru. Bude potrebné prekopať ústavné pravidlá o rozpočtovej zodpovednosti.

This week on the show, you're going to ride along with me from the incredibly comfortable and stylish VW ID.Buzz, which served as the mobile podcast studio at CEDIA Expo / CIX this September in Denver, Colorado. Were going back for more conversations from the show. Designer Resources Pacific Sales Kitchen and Home. Where excellence meets expertise. TimberTech – Real wood beauty without the upkeep CEDIA (Custom Electronic Design & Installation Association) is the global trade association for home technology professionals, specializing in smart home, automation, audio-visual, networking, and integrated systems. Its mission is to advance the home technology industry through education, certification, advocacy, and networking. Members include integrators, designers, manufacturers, and consultants who shape the connected environments we live and work in. CEDIA Expo is the industry's largest annual event for residential technology professionals. With hundreds of exhibitors, educational sessions, live demos, and global networking opportunities, it's where new ideas and innovations in smart home and AV integration take center stage. The Commercial Integrator Expo (CIX), co-located with CEDIA Expo, focuses on commercial integration technologies—from conferencing and IT infrastructure to building automation and emerging AV solutions—bringing together commercial integrators, IT pros, designers, and tech managers. Jason McGraw | Group VP and Show Director, CEDIA Expo / CIX Scope of the Show: McGraw details the scale of CEDIA Expo 2025, featuring over 350 exhibitors and immersive demo rooms that showcase integrated audio, video, and control systems. Integration Meets Design: Discussion centers on the critical partnership between integrators and the design-build community (interior designers, architects, builders). McGraw emphasizes that technology—ranging from AI and energy management to lighting—must be a foundational element of the design process, not an afterthought. The Business Case: Designers are encouraged to view integrators as essential trade partners, similar to electricians or plumbers, to better service clients and protect home networks. Dale Sandberg | Product Manager for Electronics, Sonance Aesthetic Performance: Sandberg discusses Sonance's philosophy that sound should support the design of a space rather than dominate it. The focus is on blending high-fidelity performance with discreet aesthetics. New Innovations: Highlights include the compact UA Series amplifiers designed to fit behind displays or in tight spaces, and the integration of professional-grade Blaze Audio amplifiers into the Sonance family. Outdoor Living: The conversation covers the growing trend of outdoor entertainment, where amplifiers and speakers are used to create immersive environments in backyards and outdoor kitchens. Jim Garrett | Senior Director of Product Strategy, Harman Luxury Audio Group Hidden Technology: Garrett addresses the challenge of eliminating “wall acne” through invisible speakers and design-integrated solutions that do not compromise acoustic performance. Pandemic Influence: The discussion explores how the pandemic shifted focus toward outdoor living and unconventional entertainment spaces, including garages and multi-generational gaming setups. Brand Portfolio: Insights into the product strategies for Harman's luxury brands—JBL, Revel, Mark Levinson, and JBL Synthesis—and the importance of gathering direct feedback from integrators to drive R&D. Links & Resources CEDIA Expo Commercial Integrator Expo NKBA – National Kitchen & Bath Association KBIS – Kitchen & Bath Industry Show Show Topics & Outline CEDIA Expo 2025 Snapshot Denver, Colorado Convention Center 350+ exhibiting brands, 100+ conference sessions, 115 manufacturer trainings Demo rooms showcasing integrated audio, video, and control systems The Wave Effect of Trade Shows Innovation as unseen currents shaping the industry Ideas incubated at CEDIA spreading across markets and returning as trends Integration Meets Design Town hall insights with CEDIA's Daryl Friedman & NKBA's Bill Darcy Bridging integrators with interior designers, kitchen & bath professionals, and architects Untapped opportunities in collaborative smart home projects Technology as a Design Driver AI, energy management, lighting trends, and seamless AV systems Why technology must be discussed at the start of design projects Case studies: motorized shades, outdoor AV, invisible speakers, custom veneers Outdoor Living & Luxury Spaces Kitchens and backyards as multi-hundred-thousand-dollar investments Expanding living spaces through technology Luxury demo rooms and high-performance home theaters Why Designers Should Be Here Missing out on competitive advantages without CEDIA exposure Seeing products in person vs. static web images Real examples of design-centric AV solutions and invisible tech The Business Case Designers need integrators just as they need electricians, plumbers, and fabricators Protecting networks and ensuring cybersecurity in the home Service and maintenance as part of the client experience Looking Forward Progress and serendipity at trade shows Extending collaboration with KBIS and IBS (Orlando, 2026) Building lasting bridges between integrators and designers Links & Resources CEDIA Expo Commercial Integrator Expo NKBA – National Kitchen & Bath Association KBIS – Kitchen & Bath Industry Show Dale Sandberg on Sonance, New Electronics, and Designing for Sonic + Aesthetic Experience Dale Sandberg, new Product Manager for Electronics at Sonance, shares how the company is blending high-fidelity performance with discreet design solutions, introducing amplifiers and loudspeakers that elevate both sonic and aesthetic experiences in residential and commercial spaces. At his first CEDIA Expo, Dale highlights Sonance's latest innovations, from compact UA Series amplifiers designed to disappear behind displays to Blaze Audio's professional-grade amplifiers now integrated into the Sonance family. With a philosophy that sound should enhance the design of a space rather than dominate it, Sonance is shaping how integrators and designers deliver immersive, comfortable experiences both indoors and out. Guest: Dale Sandberg, Product Manager for Electronics, Sonance. Background: from pro audio to Sonance, less than one year with the company. Context: first CEDIA Expo experience, excitement about Sonance's direction. New Product Highlights Loudspeakers High Output Series (professional side). Wedge speaker for outdoor/architectural blending. Re-engineered Power Pipe subwoofers for stronger low-end performance. UA Series Amplifiers Compact two-channel models (UA-125, ARC-enabled versions). Mountable behind TVs, under tables, or in tight spaces. Features T-slots for stacking/mounting other gear. Energy-efficient design with minimal heat output. Blaze Audio Amplifiers Sonance acquisition of Blaze Audio brand (Pascal, Denmark). Range from 60W per channel up to 400W bridged. Full DSP capability, rack-mountable, UL-rated. Outdoor applications via weather-rated cases. Design & Integration Perspective Compact electronics give designers freedom to hide gear while maintaining performance. Balancing performance and aesthetics: sound follows the design, not the other way around. Example: background music at parties that fills space without overwhelming conversation. Outdoor living trend: amplifiers and speakers enabling outdoor kitchens, theaters, and entertainment spaces. Company Ethos & Philosophy Mission: deliver complete audio solutions—amplification, processing, and speakers. Philosophy: the sonic experience should support the aesthetic experience of a home or space. Growth vision: expand residential dominance while building commercial presence. Takeaway: not just about volume—it's about creating the right experience. Jim Garrett | Harman Luxury Audio Jim Garrett on Harman's Audio Innovations, Hidden Tech, and Pandemic-Inspired Entertainment Jim Garrett, Senior Director of Product Strategy and Planning at Harman Luxury Audio Group, shares how the company balances high-performance audio with design aesthetics, explores emerging opportunities in outdoor and unconventional home entertainment, and highlights why integrator feedback is vital to shaping future products. From invisible speakers to immersive home cinema solutions, Jim Garrett takes listeners behind the scenes of Harman's engineering and R&D process, discussing product development for brands like JBL, Revel, Synthesis, and Mark Levinson. He explains how the pandemic inspired new entertainment spaces, how technology can be seamlessly integrated into interiors, and why CEDIA Expo remains an essential hub for innovation, collaboration, and awareness in the custom electronics industry. Guest: Jim Garrett, Senior Director of Product Strategy & Planning, Harman Luxury Audio Group. Role: Oversees product roadmap, development direction, and exhibition strategy. Context: Recorded in Volkswagen ID.Buzz at CEDIA Expo 2025. CEDIA Expo 2025 Overview Largest booth shared with parent company Samsung. Opportunity to engage integrators directly and gather actionable feedback. Importance of listening to installation professionals to improve products. Product Strategy and Brand Focus Harman Luxury Audio Group brands: JBL, JBL Synthesis, Revel, Mark Levinson. Focus at Expo: JBL Synthesis for home cinema and immersive audio. Solutions include invisible speakers, wall/ceiling installations, and custom home audio products. Balancing Performance and Aesthetics Challenge: high-performance products that are visually unobtrusive. Goal: eliminate “wall acne” with invisible or design-integrated speakers. Inspiration drawn from evolution in lighting design to minimize visual clutter. Engineering and R&D Harman's science-based approach: performance must meet visual and acoustic demands. Innovation includes weatherproof outdoor speakers and displays for bright sunlight. Teams challenged to create high-fidelity systems that integrate seamlessly into homes. Expanding Entertainment Spaces Pandemic influence: growth of outdoor living and unconventional entertainment areas. Multi-generational engagement: home theaters, garages, patios, bathrooms, and gaming setups. Flexibility of audio/video systems allows new experiences across the home. Integration and Awareness Educating interior designers, architects, and end users about hidden tech. Raising awareness of capabilities beyond audio: lighting, shades, HVAC, security integration. Emphasis on simplifying life at home while elevating performance and experience.

Çavuşesku'nun Termometresi'nde Ekin Keleş moderatörlüğünde Prof. Dr. Burak Bilgehan Özpek ve İlkan Dalkuç ile Savunma ve Uluslararası Ticaret Hukuku Uzmanı Av. Şafak Herdem "Özel Askerî Operasyon"un 4. senesinde Rusya'nın Ukrayna'yı işgalini ve Millî Dayanışma, Kardeşlik ve Demokrasi Komisyonu'nun raporunu ve raporun ardından Bahçeli'nin Öcalan ve KCK açıklamalarını değerlendiriyor.Av. Şafak Herdem'in Linkedin Sayfası:https://www.linkedin.com/in/safak-herdem00:00 Giriş00:34 Daktilo1984 işgalin 4. yılında da Ukrayna'nın yanında04:20 Rusya'ya yaptırımların (2014'ten bugüne) ne kadar etkisi oldu?08:50 Yaptırımlar hangi ülkede hangi alanlarda ne ölçüde etkili olabilir?10:20 Rusya demokratik bir toplum olmadığı için yaptırımlar ülkeyi değil halkı etkiledi denilebilir mi?12:50 Biden gitti, Trump geldi; Rusya'ya ABD yaptırımlarında farklılık var mı?15:30 AB, yaptırımların dolanılmasını önlemek için proaktif yaklaşımlar sergiliyor16:05 Rusya'ya yaptırımların dolaylı hedefi: (ava giderken avlanayazan) Türkiye19:10 Türkiye'nin Rusya'dan savunma sanayisinde giderek uzaklaşmasının sonuçlarına dair21:40 S-400'ü aldık ama bi' sor, niye aldık? (sadece yanlış cevaplar)24:50 Yaptırımlar Rusya'nın savaşı sona erdirmesinde nasıl etkili olabilir?27:30 Millî Dayanışma, Kardeşlik ve Demokrasi Komisyonu'nun raporuna değil hapse bak, sokağa bak32:10 Bahçeli, herkesin farklı anlayabileceği sözleri niye söylüyor?34:50 Çözüm Süreci=Muhalefeti toptan, topyekün, tamamen susturma süreci37:32 Olaylar hep Kürtler üzerinden gerçekleşiyor ama Kürtlerden bahseden yok39:02 İsrail ile PKK arasında bir yakınlık, çok yakınlıktan bahsedenler vardı...40:20 İktidar ve muhalefetin mevzi kazanma mücadelesinde Kürt kamuoyuna "verilecekler"41:52 Bu süreçte insanların sağduyusu beni memnun etti (ulusalcı, milliyetçi kesimlerin BİLE)42:54 Süreç'in saha realitesiyle ilgisi yokken neden Bahçeli sürekli jeopolitik diyor?45:40 Münih Güvenlik Konferansı'nın dayattığı gerçeklik Türkiye'ninki değil ABD'ninki48:20 Öcalan'ın paradigması: 10 yıldır muhalefetle yürüdük, bir de iktidarla yürüyelim49:00 Çözüm Süreci, Immoral Tales'in (1973) sanat filmi olarak değerlendirilmesi gibidir (manası çok derin)55:20 Benim bir şey söylememe gerek yok: Türkiye, Gazze Barış Kurulu'nda İsraill'le aynı masada01:03:20 İmralı'ya CHP gitmeyince hiç kimse gitmemiş oluyor01:07:50 Demokratikleşme herkes için iyi bir şeyse niye..? Ayrıcalıklardan yararlanmak için bu kanala katılın:https://www.youtube.com/channel/UCWyDy24AfZX8ZoHFjm6sJkg/joinBizi Patreon'dan Destekleyin

Nyheter och fördjupning från Sverige och världen. Lyssna på alla avsnitt i Sveriges Radios app.

Nyheter och fördjupning från Sverige och världen. Lyssna på alla avsnitt i Sveriges Radios app.

A fotografia não está morrendo, mas sua base de valor mudou. O caso da Life Touch nos EUA, onde uma gigante da fotografia escolar enfrentou cancelamentos massivos devido à associação de um executivo com arquivos comprometedores (caso Epstein), serve como um lembrete severo sobre Gestão de Reputação e Risco de Terceiros. No mercado atual, sua ética e sua marca valem tanto quanto sua técnica.O fotógrafo de 2026 deve ser o editor crítico da tecnologia. Como Annie Leibovitz posando para a Givenchy, o profissional deve extrapolar a captura de luz para se tornar um ícone de sua própria visão estratégicaO ano de 2025 começou e as regras mudaram. Neste episódio do C.A.O.S. Fotográfico, analisamos o impacto dos novos geradores de retrato por IA, a chegada dos Self-Portrait Studios ao Brasil e como as novas ferramentas do Google (Pomeli e Liria) estão redesenhando o mercado de e-commerce e produtos.Principais tópicos:• A polêmica dos fotógrafos que lançam IAs com seu próprio estilo: Inovação ou "suicídio" de mercado?• Radar 2026: Os perfis de fotógrafos que sobreviverão à próxima onda tecnológica.• C2PA e a luta pela autenticação da imagem real.• O custo invisível do hardware: Por que seus cartões e SSDs estão tão caros?• Lições do caso Life Touch sobre reputação e gestão de crise.

Theoretical & Nuclear Physicist turned music producer & DJ , Steve Young aka "Hedflux & Dr. Lando go down a radioactive rabbit hole to discern the truth behind the "atomic bomb" & nuclear reactors.  The discussion evolves to alchemy for what Steve feels to be superior explanations for all phenomena and technologies, while nuclear/quantum physics is a fruitless doctrine, contrived by military intelligence, with no real-world applications. Steve's "Fruit Basket", which is a collection of all of his fruits from the last 20 years, in addition to exclusive new offerings can be seen at https://stevenyoung.uk/fools-fruit-basket Join Our Private Community And Join In The Discussion: https://community.alfavedic.com Alfa Vedic is an off-grid agriculture & health co-op focused on developing products, media & educational platforms for the betterment of our world. By using advanced scientific methods, cutting-edge technologies and tools derived from the knowledge of the world's greatest minds, the AV community aims to be a model for the future we all want to see. Our comprehensive line of health products and nutrition is available on our website. Most products are hand mixed and formulated right on our off grid farm including our Immortality Teas which we grow on site. Find them all at https://alfavedic.com​​​​​​​​​​​​​​ Follow Alfa Vedic: https://linktr.ee/alfavedic

Uber announces Uber Autonomous Solutions available for AV partners, OpenAI creates a “Frontier Alliances” with four major consulting firms, and Firefox will end support for Windows 7, 8, and 8.1 at the end of February. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, noneContinue reading "Uber announces Uber Autonomous Solutions – DTH"

“MDEP fixes Android for enterprise.” That's the promise. But is putting Microsoft at the center of your display strategy a smart move or a long-term lock-in? And, broadcast-grade production isn't just for TV trucks anymore… it's showing up in everyday AV installs.The video version of this podcast can be found here.This week, Tim Albright and his panel of industry experts return with another essential AVWeek episode focused on the realities shaping commercial AV. They share candid perspectives on MDEP's move into displays and what that means for integrators and IT teams and explore the rising role of broadcast workflows in AV systems and how this shift is redefining expectations for performance and user experience.Host: Tim AlbrightGuests:Rebecca Sullins – AmpThinkDanny Hayasaka – MagoJoe Drury – SonyThis Week In AV:AP News – Supreme Court Rejects TariffsAP News – French Government Switching UC PlatformsrAVe Pubs – Guitar Center Integrator for Titan StadiumSennheiser – Prototype Microphone Used in SuperbowlrAVe Pubs – Rise AV & Rise Broadcast Partner For International Womens DayProSound Web – InfoComm 2026 Registration OpenRoundtable Topics:AV Magazine – MDEP Solutions at ISE 2026AVNation – Vizrt Broadcast Solutions for Higher EducationSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

AI is everywhere right now… but what does it actually do for a busy integration business trying to quote faster, design cleaner, document smarter, and keep projects moving in the field? In this episode of AV Trade Talk, host Katye McGregor Bennett is joined by Jason Knott, Data Evangelist for D-Tools, for a practical conversation about what's new (and what's coming next) with the D-Tools ecosystem—and how integrators can use these updates to reduce manual work, tighten workflows, and protect margins. We dig into: D-Tools AI and how it can help generate scopes of work, restructure quotes, use natural-language search, and even apply margin logic in seconds Interconnect Diagrams that make wiring intent clearer—mapped visually and tied directly to the BOM and product catalog  D-Tools native mobile app and how it helps keep teams aligned on tasks, schedules, notes, and updates—especially when they're not behind a desk Company growth & expansion and why D-Tools remains the go-to operational backbone for integrators—used by 8,000+ companies in 90+ countries To learn more, tune in to this episode of AV Trade Talk: AI, Automation, and the Integrator's Bottom Line — with Jason Knott of D-Tools.   Want to learn more about D-Tools? Visit www.d-tools.com   (AV Trade Talk is all about the stories and insights behind the brands and people in the audiovisual—AV— industry)

Var det bara ett europeiskt fenomen, eller förekom folkvandringar också i Iran, Indien och Kina? Lyssna på alla avsnitt i Sveriges Radios app.

Cyber risk in yachting is no longer theoretical. Superyachts are increasingly exposed to digital threats, ransomware, email spoofing, onboard system vulnerabilities and targeted cyber attacks. Yet many vessels remain underprepared.In this episode of The Crew Car, Captain James Battey, Founder of Yacht Workers Council, sits down with Matthew Roberts of Anchorpoint to examine what cyber security really means inside the superyacht industry.As vessels become more connected through bridge systems, satellite communications, AV and IT infrastructure, crew devices and shore side management platforms, the operational attack surface expands. This conversation explores how cyber risk affects superyachts, crew, captains, owners and yacht management companies.Topics covered include: The most common cyber security vulnerabilities onboard superyachts Email spoofing and supplier payment fraud in yachting Human error as the primary cyber risk factor Why firewalls alone do not protect a yacht Password management failures across the industry Cyber insurance expectations and regulatory pressure Supply chain cyber risk in maritime operations How captains and management companies can improve digital resilience Cyber security is now an operational responsibility. As the superyacht sector evolves technologically, digital risk management must evolve alongside it.Learn more about Yacht Workers Council: https://www.yachtworkerscouncil.comPrefer to read? Head to Yachting News on the website. https://www.yachtinginternationalradio.com/yachting-newsPrefer to listen elsewhere? Search Yachting Channel on your favourite podcast platform.Featuring: Captain James Battey, Founder, Yacht Workers Council Matthew Roberts, Anchorpoint

Nyheter och fördjupning från Sverige och världen. Lyssna på alla avsnitt i Sveriges Radios app.

Jakten på svar blir en blodig deckare med tusentals offer. Lyssna på alla avsnitt i Sveriges Radios app. ”Vindkraften har blivit ett hysteri. Det kommer att komma flyttfåglar om några månader nu. Upp till sina häckningsplatser och möts av vindkraftverk som slår ihjäl dem”, säger Lilian Frick i Karlstad i Ring P1.I detta deckarliknande avsnitt följer programledaren Steffen Renklint ledtrådarna från misstänkta förövarnas grannar, via polisen i norr, till forskare i Lund. Längs vägen hittas mordiska katter och örnar för mätta på renar för att flyga undan faran.När Lilian Frick väl får reda på hur det står till, ger hon ett viktigt råd.Programledare och producent: Steffen RenklintExekutiv producent: Jenny GustafssonSlutmix: Eskil LövgrenAnsvarig utgivare: Karin Lindblom

Live from Go West Live in Edmonton, this episode of Events: Demystified unpacks what happens when an industry event is designed with intention instead of habit.Joined by Arthur Kerekes and Evan Babins, we break down:Why this 600-person conference felt more alive than many large-scale industry shows• The RFP compensation problem and the creative labor conversation no one wants to have• How thoughtful programming eliminates attendee burnout• What makes a trade show floor feel like a retail experience instead of a fluorescent maze• Why people, not production budgets, ultimately define event successWe also explore how schedule design, entertainment integration, food experience, and speaker selection can shift an event from transactional to meaningful.If you plan events, speak at events, sponsor events, or attend them, this conversation will challenge how you think about experience design, energy management, and where the industry should go next.Recorded live at Go West Live. Real reactions. Real noise. Real insights.00:00 Live from Go West Live: Why This Conference Feels Different01:47 Meet the Guests: Arthur's AI Activations & First-Time Go West Impressions03:04 Evan's Speaker Lineup + Arthur's Interactive Game Show Reveal05:46 Industry ‘Dirty Secrets': RFPs, Creative Work & Fair Compensation08:19 What Go West Gets Right: Fresh Speakers, Short Keynotes & Smart Agenda Design09:47 No Competing Sessions (Mostly): Programming Wins + Tech to Beat Breakout FOMO12:22 Networking Across Canada: New Connections, Canadian Hospitality & Value14:34 The Vibe Factor: Food Everywhere and a Retail-Style Trade Show Floor16:21 AV Production That Actually Delivers (No Extra Gear Needed)17:31 Design + Trade Show Energy Spills Into Social Events17:55 Instagrammable Activations & Surprisingly Great Food19:15 Small-Conference Feel: Community, Care, and Real Connections20:32 Entertainment That Feels Intentional (Not Slapped On)22:10 Sustainability-Focused Venue & Navigating the Multi-Level Layout23:51 Wrap-Up Hot Takes: Trade Show Vibe, People, and Wellness-Friendly Scheduling28:39 What Could Improve: Speaker App Tools, Rotating Cities, and US Marketing32:19 Where to Connect + Final Thanks and Sign-Off

Today we're uncovering...A major insurance bill in Oregon narrowly fails after concerns about expanded bad faith litigation.Rhode Island lawmakers hear warnings that proposed bad faith legislation could drive insurers out of the state.A federal judge raises red flags about third-party litigation funding and its impact on the court system.Congress takes up critical questions around autonomous vehicle safety, liability, and insurance readiness.Today's episode is sponsored by Holborn.

What was the "Inside Buzz" during CEDIA Expo/CIX 2025? Host Dan Ferrisi gets the story from Shawn Hansson, founder and CEO of Logic Integration, in this podcast recorded live at the show. Hansson shares his journey from a newcomer to an award-winning integrator, offering advice for residential integrators looking to enter the commercial space. The two dive into the convergence of resimercial AV, while also exploring the future impact of AI on systems integration and the growing trend of manufacturers collaborating to simplify user experiences.

Why compare Adar to month of Av by Rabbi Benjamin Lavian

Marie Göranzon och Olof Wretling går i mål med Selma Lagerlöfs Kejsarn av Portugallien där nu Klara Fina Gulleborg återvänder hem efter 15 år i stan. En repris från våren 2024. Lyssna på alla avsnitt i Sveriges Radios app. I den tredje delen av romanen återvänder dottern Klara Fina Gulleborg hem till Skrolycka i Värmland efter 15 år, hon är nu 33. Hennes mor Kattrinna har hunnit bli 72 och pappa Jan har under tiden förändrats av sin längtan till dottern. Han har gått djupt in i rollen som Kejsarn av Portugallien.När Selma Lagerlöf (1858-1940) ger ut Kejsarn av Portugallien är hon 56 år, samma år som hon själv väljs in som första kvinna i Svenska Akademien. 1909 hade hon tilldelats Nobelpriset i litteratur, för verk som Gösta Berlings saga, Nils Holgerssons underbara resa genom Sveriges, Herr Arnes Penningar och Jerusalem 1 och 2.Till tredje träffen och finalen har vi läst ut boken!Skriv till oss! bokradio@sverigesradio.seProgramledare: Marie LundströmProducent: Andreas Magnell Ljuddesign: Maria Askerfjord Sundeby

Los miércoles en la tarde se paraliza Puerto Rico y América Latina cuando llegan los entretenedores favoritos de to' el mundazo.¡Una vez más aquí están los Mach0rros! Esta semana parece que todos los podcasteros se unieron para tirarle a nuestro pana Maiky Backstage, así que como nosotros pertenecemos al “bando de los rudos”, no tuvimos otra opción que patearlo en el piso sin piedad. ¡Avísale a tu vecina que esta masacre acaba de empezar!

Tickets for AIEi Miami and AIE Europe are live, with first wave speakers announced!From pioneering software-defined networking to backing many of the most aggressive AI model companies of this cycle, Martin Casado and Sarah Wang sit at the center of the capital, compute, and talent arms race reshaping the tech industry. As partners at a16z investing across infrastructure and growth, they've watched venture and growth blur, model labs turn dollars into capability at unprecedented speed, and startups raise nine-figure rounds before monetization.Martin and Sarah join us to unpack the new financing playbook for AI: why today's rounds are really compute contracts in disguise, how the “raise → train → ship → raise bigger” flywheel works, and whether foundation model companies can outspend the entire app ecosystem built on top of them. They also share what's underhyped (boring enterprise software), what's overheated (talent wars and compensation spirals), and the two radically different futures they see for AI's market structure.We discuss:* Martin's “two futures” fork: infinite fragmentation and new software categories vs. a small oligopoly of general models that consume everything above them* The capital flywheel: how model labs translate funding directly into capability gains, then into revenue growth measured in weeks, not years* Why venture and growth have merged: $100M–$1B hybrid rounds, strategic investors, compute negotiations, and complex deal structures* The AGI vs. product tension: allocating scarce GPUs between long-term research and near-term revenue flywheels* Whether frontier labs can out-raise and outspend the entire app ecosystem built on top of their APIs* Why today's talent wars ($10M+ comp packages, $B acqui-hires) are breaking early-stage founder math* Cursor as a case study: building up from the app layer while training down into your own models* Why “boring” enterprise software may be the most underinvested opportunity in the AI mania* Hardware and robotics: why the ChatGPT moment hasn't yet arrived for robots and what would need to change* World Labs and generative 3D: bringing the marginal cost of 3D scene creation down by orders of magnitude* Why public AI discourse is often wildly disconnected from boardroom reality and how founders should navigate the noiseShow Notes:* “Where Value Will Accrue in AI: Martin Casado & Sarah Wang” - a16z show* “Jack Altman & Martin Casado on the Future of Venture Capital”* World Labs—Martin Casado• LinkedIn: https://www.linkedin.com/in/martincasado/• X: https://x.com/martin_casadoSarah Wang• LinkedIn: https://www.linkedin.com/in/sarah-wang-59b96a7• X: https://x.com/sarahdingwanga16z• https://a16z.com/Timestamps00:00:00 – Intro: Live from a16z00:01:20 – The New AI Funding Model: Venture + Growth Collide00:03:19 – Circular Funding, Demand & “No Dark GPUs”00:05:24 – Infrastructure vs Apps: The Lines Blur00:06:24 – The Capital Flywheel: Raise → Train → Ship → Raise Bigger00:09:39 – Can Frontier Labs Outspend the Entire App Ecosystem?00:11:24 – Character AI & The AGI vs Product Dilemma00:14:39 – Talent Wars, $10M Engineers & Founder Anxiety00:17:33 – What's Underinvested? The Case for “Boring” Software00:19:29 – Robotics, Hardware & Why It's Hard to Win00:22:42 – Custom ASICs & The $1B Training Run Economics00:24:23 – American Dynamism, Geography & AI Power Centers00:26:48 – How AI Is Changing the Investor Workflow (Claude Cowork)00:29:12 – Two Futures of AI: Infinite Expansion or Oligopoly?00:32:48 – If You Can Raise More Than Your Ecosystem, You Win00:34:27 – Are All Tasks AGI-Complete? Coding as the Test Case00:38:55 – Cursor & The Power of the App Layer00:44:05 – World Labs, Spatial Intelligence & 3D Foundation Models00:47:20 – Thinking Machines, Founder Drama & Media Narratives00:52:30 – Where Long-Term Power Accrues in the AI StackTranscriptLatent.Space - Inside AI's $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z[00:00:00] Welcome to Latent Space (Live from a16z) + Meet the Guests[00:00:00] Alessio: Hey everyone. Welcome to the Latent Space podcast, live from a 16 z. Uh, this is Alessio founder Kernel Lance, and I'm joined by Twix, editor of Latent Space.[00:00:08] swyx: Hey, hey, hey. Uh, and we're so glad to be on with you guys. Also a top AI podcast, uh, Martin Cado and Sarah Wang. Welcome, very[00:00:16] Martin Casado: happy to be here and welcome.[00:00:17] swyx: Yes, uh, we love this office. We love what you've done with the place. Uh, the new logo is everywhere now. It's, it's still getting, takes a while to get used to, but it reminds me of like sort of a callback to a more ambitious age, which I think is kind of[00:00:31] Martin Casado: definitely makes a statement.[00:00:33] swyx: Yeah.[00:00:34] Martin Casado: Not quite sure what that statement is, but it makes a statement.[00:00:37] swyx: Uh, Martin, I go back with you to Netlify.[00:00:40] Martin Casado: Yep.[00:00:40] swyx: Uh, and, uh, you know, you create a software defined networking and all, all that stuff people can read up on your background. Yep. Sarah, I'm newer to you. Uh, you, you sort of started working together on AI infrastructure stuff.[00:00:51] Sarah Wang: That's right. Yeah. Seven, seven years ago now.[00:00:53] Martin Casado: Best growth investor in the entire industry.[00:00:55] swyx: Oh, say[00:00:56] Martin Casado: more hands down there is, there is. [00:01:00] I mean, when it comes to AI companies, Sarah, I think has done the most kind of aggressive, um, investment thesis around AI models, right? So, worked for Nom Ja, Mira Ia, FEI Fey, and so just these frontier, kind of like large AI models.[00:01:15] I think, you know, Sarah's been the, the broadest investor. Is that fair?[00:01:20] Venture vs. Growth in the Frontier Model Era[00:01:20] Sarah Wang: No, I, well, I was gonna say, I think it's been a really interesting tag, tag team actually just ‘cause the, a lot of these big C deals, not only are they raising a lot of money, um, it's still a tech founder bet, which obviously is inherently early stage.[00:01:33] But the resources,[00:01:36] Martin Casado: so many, I[00:01:36] Sarah Wang: was gonna say the resources one, they just grow really quickly. But then two, the resources that they need day one are kind of growth scale. So I, the hybrid tag team that we have is. Quite effective, I think,[00:01:46] Martin Casado: what is growth these days? You know, you don't wake up if it's less than a billion or like, it's, it's actually, it's actually very like, like no, it's a very interesting time in investing because like, you know, take like the character around, right?[00:01:59] These tend to [00:02:00] be like pre monetization, but the dollars are large enough that you need to have a larger fund and the analysis. You know, because you've got lots of users. ‘cause this stuff has such high demand requires, you know, more of a number sophistication. And so most of these deals, whether it's US or other firms on these large model companies, are like this hybrid between venture growth.[00:02:18] Sarah Wang: Yeah. Total. And I think, you know, stuff like BD for example, you wouldn't usually need BD when you were seed stage trying to get market biz Devrel. Biz Devrel, exactly. Okay. But like now, sorry, I'm,[00:02:27] swyx: I'm not familiar. What, what, what does biz Devrel mean for a venture fund? Because I know what biz Devrel means for a company.[00:02:31] Sarah Wang: Yeah.[00:02:32] Compute Deals, Strategics, and the ‘Circular Funding' Question[00:02:32] Sarah Wang: You know, so a, a good example is, I mean, we talk about buying compute, but there's a huge negotiation involved there in terms of, okay, do you get equity for the compute? What, what sort of partner are you looking at? Is there a go-to market arm to that? Um, and these are just things on this scale, hundreds of millions, you know, maybe.[00:02:50] Six months into the inception of a company, you just wouldn't have to negotiate these deals before.[00:02:54] Martin Casado: Yeah. These large rounds are very complex now. Like in the past, if you did a series A [00:03:00] or a series B, like whatever, you're writing a 20 to a $60 million check and you call it a day. Now you normally have financial investors and strategic investors, and then the strategic portion always still goes with like these kind of large compute contracts, which can take months to do.[00:03:13] And so it's, it's very different ties. I've been doing this for 10 years. It's the, I've never seen anything like this.[00:03:19] swyx: Yeah. Do you have worries about the circular funding from so disease strategics?[00:03:24] Martin Casado: I mean, listen, as long as the demand is there, like the demand is there. Like the problem with the internet is the demand wasn't there.[00:03:29] swyx: Exactly. All right. This, this is like the, the whole pyramid scheme bubble thing, where like, as long as you mark to market on like the notional value of like, these deals, fine, but like once it starts to chip away, it really Well[00:03:41] Martin Casado: no, like as, as, as, as long as there's demand. I mean, you know, this, this is like a lot of these sound bites have already become kind of cliches, but they're worth saying it.[00:03:47] Right? Like during the internet days, like we were. Um, raising money to put fiber in the ground that wasn't used. And that's a problem, right? Because now you actually have a supply overhang.[00:03:58] swyx: Mm-hmm.[00:03:59] Martin Casado: And even in the, [00:04:00] the time of the, the internet, like the supply and, and bandwidth overhang, even as massive as it was in, as massive as the crash was only lasted about four years.[00:04:09] But we don't have a supply overhang. Like there's no dark GPUs, right? I mean, and so, you know, circular or not, I mean, you know, if, if someone invests in a company that, um. You know, they'll actually use the GPUs. And on the other side of it is the, is the ask for customer. So I I, I think it's a different time.[00:04:25] Sarah Wang: I think the other piece, maybe just to add onto this, and I'm gonna quote Martine in front of him, but this is probably also a unique time in that. For the first time, you can actually trace dollars to outcomes. Yeah, right. Provided that scaling laws are, are holding, um, and capabilities are actually moving forward.[00:04:40] Because if you can put translate dollars into capabilities, uh, a capability improvement, there's demand there to martine's point. But if that somehow breaks, you know, obviously that's an important assumption in this whole thing to make it work. But you know, instead of investing dollars into sales and marketing, you're, you're investing into r and d to get to the capability, um, you know, increase.[00:04:59] And [00:05:00] that's sort of been the demand driver because. Once there's an unlock there, people are willing to pay for it.[00:05:05] Alessio: Yeah.[00:05:06] Blurring Lines: Models as Infra + Apps, and the New Fundraising Flywheel[00:05:06] Alessio: Is there any difference in how you built the portfolio now that some of your growth companies are, like the infrastructure of the early stage companies, like, you know, OpenAI is now the same size as some of the cloud providers were early on.[00:05:16] Like what does that look like? Like how much information can you feed off each other between the, the two?[00:05:24] Martin Casado: There's so many lines that are being crossed right now, or blurred. Right. So we already talked about venture and growth. Another one that's being blurred is between infrastructure and apps, right? So like what is a model company?[00:05:35] Mm-hmm. Like, it's clearly infrastructure, right? Because it's like, you know, it's doing kind of core r and d. It's a horizontal platform, but it's also an app because it's um, uh, touches the users directly. And then of course. You know, the, the, the growth of these is just so high. And so I actually think you're just starting to see a, a, a new financing strategy emerge and, you know, we've had to adapt as a result of that.[00:05:59] And [00:06:00] so there's been a lot of changes. Um, you're right that these companies become platform companies very quickly. You've got ecosystem build out. So none of this is necessarily new, but the timescales of which it's happened is pretty phenomenal. And the way we'd normally cut lines before is blurred a little bit, but.[00:06:16] But that, that, that said, I mean, a lot of it also just does feel like things that we've seen in the past, like cloud build out the internet build out as well.[00:06:24] Sarah Wang: Yeah. Um, yeah, I think it's interesting, uh, I don't know if you guys would agree with this, but it feels like the emerging strategy is, and this builds off of your other question, um.[00:06:33] You raise money for compute, you pour that or you, you pour the money into compute, you get some sort of breakthrough. You funnel the breakthrough into your vertically integrated application. That could be chat GBT, that could be cloud code, you know, whatever it is. You massively gain share and get users.[00:06:49] Maybe you're even subsidizing at that point. Um, depending on your strategy. You raise money at the peak momentum and then you repeat, rinse and repeat. Um, and so. And that wasn't [00:07:00] true even two years ago, I think. Mm-hmm. And so it's sort of to your, just tying it to fundraising strategy, right? There's a, and hiring strategy.[00:07:07] All of these are tied, I think the lines are blurring even more today where everyone is, and they, but of course these companies all have API businesses and so they're these, these frenemy lines that are getting blurred in that a lot of, I mean, they have billions of dollars of API revenue, right? And so there are customers there.[00:07:23] But they're competing on the app layer.[00:07:24] Martin Casado: Yeah. So this is a really, really important point. So I, I would say for sure, venture and growth, that line is blurry app and infrastructure. That line is blurry. Um, but I don't think that that changes our practice so much. But like where the very open questions are like, does this layer in the same way.[00:07:43] Compute traditionally has like during the cloud is like, you know, like whatever, somebody wins one layer, but then another whole set of companies wins another layer. But that might not, might not be the case here. It may be the case that you actually can't verticalize on the token string. Like you can't build an app like it, it necessarily goes down just because there are no [00:08:00] abstractions.[00:08:00] So those are kinda the bigger existential questions we ask. Another thing that is very different this time than in the history of computer sciences is. In the past, if you raised money, then you basically had to wait for engineering to catch up. Which famously doesn't scale like the mythical mammoth. It take a very long time.[00:08:18] But like that's not the case here. Like a model company can raise money and drop a model in a, in a year, and it's better, right? And, and it does it with a team of 20 people or 10 people. So this type of like money entering a company and then producing something that has demand and growth right away and using that to raise more money is a very different capital flywheel than we've ever seen before.[00:08:39] And I think everybody's trying to understand what the consequences are. So I think it's less about like. Big companies and growth and this, and more about these more systemic questions that we actually don't have answers to.[00:08:49] Alessio: Yeah, like at Kernel Labs, one of our ideas is like if you had unlimited money to spend productively to turn tokens into products, like the whole early stage [00:09:00] market is very different because today you're investing X amount of capital to win a deal because of price structure and whatnot, and you're kind of pot committing.[00:09:07] Yeah. To a certain strategy for a certain amount of time. Yeah. But if you could like iteratively spin out companies and products and just throw, I, I wanna spend a million dollar of inference today and get a product out tomorrow.[00:09:18] swyx: Yeah.[00:09:19] Alessio: Like, we should get to the point where like the friction of like token to product is so low that you can do this and then you can change the Right, the early stage venture model to be much more iterative.[00:09:30] And then every round is like either 100 k of inference or like a hundred million from a 16 Z. There's no, there's no like $8 million C round anymore. Right.[00:09:38] When Frontier Labs Outspend the Entire App Ecosystem[00:09:38] Martin Casado: But, but, but, but there's a, there's a, the, an industry structural question that we don't know the answer to, which involves the frontier models, which is, let's take.[00:09:48] Anthropic it. Let's say Anthropic has a state-of-the-art model that has some large percentage of market share. And let's say that, uh, uh, uh, you know, uh, a company's building smaller models [00:10:00] that, you know, use the bigger model in the background, open 4.5, but they add value on top of that. Now, if Anthropic can raise three times more.[00:10:10] Every subsequent round, they probably can raise more money than the entire app ecosystem that's built on top of it. And if that's the case, they can expand beyond everything built on top of it. It's like imagine like a star that's just kind of expanding, so there could be a systemic. There could be a, a systemic situation where the soda models can raise so much money that they can out pay anybody that bills on top of ‘em, which would be something I don't think we've ever seen before just because we were so bottlenecked in engineering, and this is a very open question.[00:10:41] swyx: Yeah. It's, it is almost like bitter lesson applied to the startup industry.[00:10:45] Martin Casado: Yeah, a hundred percent. It literally becomes an issue of like raise capital, turn that directly into growth. Use that to raise three times more. Exactly. And if you can keep doing that, you literally can outspend any company that's built the, not any company.[00:10:57] You can outspend the aggregate of companies on top of [00:11:00] you and therefore you'll necessarily take their share, which is crazy.[00:11:02] swyx: Would you say that kind of happens in character? Is that the, the sort of postmortem on. What happened?[00:11:10] Sarah Wang: Um,[00:11:10] Martin Casado: no.[00:11:12] Sarah Wang: Yeah, because I think so,[00:11:13] swyx: I mean the actual postmortem is, he wanted to go back to Google.[00:11:15] Exactly. But like[00:11:18] Martin Casado: that's another difference that[00:11:19] Sarah Wang: you said[00:11:21] Martin Casado: it. We should talk, we should actually talk about that.[00:11:22] swyx: Yeah,[00:11:22] Sarah Wang: that's[00:11:23] swyx: Go for it. Take it. Take,[00:11:23] Sarah Wang: yeah.[00:11:24] Character.AI, Founder Goals (AGI vs Product), and GPU Allocation Tradeoffs[00:11:24] Sarah Wang: I was gonna say, I think, um. The, the, the character thing raises actually a different issue, which actually the Frontier Labs will face as well. So we'll see how they handle it.[00:11:34] But, um, so we invest in character in January, 2023, which feels like eons ago, I mean, three years ago. Feels like lifetimes ago. But, um, and then they, uh, did the IP licensing deal with Google in August, 2020. Uh, four. And so, um, you know, at the time, no, you know, he's talked publicly about this, right? He wanted to Google wouldn't let him put out products in the world.[00:11:56] That's obviously changed drastically. But, um, he went to go do [00:12:00] that. Um, but he had a product attached. The goal was, I mean, it's Nome Shair, he wanted to get to a GI. That was always his personal goal. But, you know, I think through collecting data, right, and this sort of very human use case, that the character product.[00:12:13] Originally was and still is, um, was one of the vehicles to do that. Um, I think the real reason that, you know. I if you think about the, the stress that any company feels before, um, you ultimately going one way or the other is sort of this a GI versus product. Um, and I think a lot of the big, I think, you know, opening eyes, feeling that, um, anthropic if they haven't started, you know, felt it, certainly given the success of their products, they may start to feel that soon.[00:12:39] And the real. I think there's real trade-offs, right? It's like how many, when you think about GPUs, that's a limited resource. Where do you allocate the GPUs? Is it toward the product? Is it toward new re research? Right? Is it, or long-term research, is it toward, um, n you know, near to midterm research? And so, um, in a case where you're resource constrained, um, [00:13:00] of course there's this fundraising game you can play, right?[00:13:01] But the fund, the market was very different back in 2023 too. Um. I think the best researchers in the world have this dilemma of, okay, I wanna go all in on a GI, but it's the product usage revenue flywheel that keeps the revenue in the house to power all the GPUs to get to a GI. And so it does make, um, you know, I think it sets up an interesting dilemma for any startup that has trouble raising up until that level, right?[00:13:27] And certainly if you don't have that progress, you can't continue this fly, you know, fundraising flywheel.[00:13:32] Martin Casado: I would say that because, ‘cause we're keeping track of all of the things that are different, right? Like, you know, venture growth and uh, app infra and one of the ones is definitely the personalities of the founders.[00:13:45] It's just very different this time I've been. Been doing this for a decade and I've been doing startups for 20 years. And so, um, I mean a lot of people start this to do a GI and we've never had like a unified North star that I recall in the same [00:14:00] way. Like people built companies to start companies in the past.[00:14:02] Like that was what it was. Like I would create an internet company, I would create infrastructure company, like it's kind of more engineering builders and this is kind of a different. You know, mentality. And some companies have harnessed that incredibly well because their direction is so obviously on the path to what somebody would consider a GI, but others have not.[00:14:20] And so like there is always this tension with personnel. And so I think we're seeing more kind of founder movement.[00:14:27] Sarah Wang: Yeah.[00:14:27] Martin Casado: You know, as a fraction of founders than we've ever seen. I mean, maybe since like, I don't know the time of like Shockly and the trade DUR aid or something like that. Way back in the beginning of the industry, I, it's a very, very.[00:14:38] Unusual time of personnel.[00:14:39] Sarah Wang: Totally.[00:14:40] Talent Wars, Mega-Comp, and the Rise of Acquihire M&A[00:14:40] Sarah Wang: And it, I think it's exacerbated by the fact that talent wars, I mean, every industry has talent wars, but not at this magnitude, right? No. Yeah. Very rarely can you see someone get poached for $5 billion. That's hard to compete with. And then secondly, if you're a founder in ai, you could fart and it would be on the front page of, you know, the information these days.[00:14:59] And so there's [00:15:00] sort of this fishbowl effect that I think adds to the deep anxiety that, that these AI founders are feeling.[00:15:06] Martin Casado: Hmm.[00:15:06] swyx: Uh, yes. I mean, just on, uh, briefly comment on the founder, uh, the sort of. Talent wars thing. I feel like 2025 was just like a blip. Like I, I don't know if we'll see that again.[00:15:17] ‘cause meta built the team. Like, I don't know if, I think, I think they're kind of done and like, who's gonna pay more than meta? I, I don't know.[00:15:23] Martin Casado: I, I agree. So it feels so, it feel, it feels this way to me too. It's like, it is like, basically Zuckerberg kind of came out swinging and then now he's kind of back to building.[00:15:30] Yeah,[00:15:31] swyx: yeah. You know, you gotta like pay up to like assemble team to rush the job, whatever. But then now, now you like you, you made your choices and now they got a ship.[00:15:38] Martin Casado: I mean, the, the o other side of that is like, you know, like we're, we're actually in the job hiring market. We've got 600 people here. I hire all the time.[00:15:44] I've got three open recs if anybody's interested, that's listening to this for investor. Yeah, on, on the team, like on the investing side of the team, like, and, um, a lot of the people we talk to have acting, you know, active, um, offers for 10 million a year or something like that. And like, you know, and we pay really, [00:16:00] really well.[00:16:00] And just to see what's out on the market is really, is really remarkable. And so I would just say it's actually, so you're right, like the really flashy one, like I will get someone for, you know, a billion dollars, but like the inflated, um, uh, trickles down. Yeah, it is still very active today. I mean,[00:16:18] Sarah Wang: yeah, you could be an L five and get an offer in the tens of millions.[00:16:22] Okay. Yeah. Easily. Yeah. It's so I think you're right that it felt like a blip. I hope you're right. Um, but I think it's been, the steady state is now, I think got pulled up. Yeah. Yeah. I'll pull up for[00:16:31] Martin Casado: sure. Yeah.[00:16:32] Alessio: Yeah. And I think that's breaking the early stage founder math too. I think before a lot of people would be like, well, maybe I should just go be a founder instead of like getting paid.[00:16:39] Yeah. 800 KA million at Google. But if I'm getting paid. Five, 6 million. That's different but[00:16:45] Martin Casado: on. But on the other hand, there's more strategic money than we've ever seen historically, right? Mm-hmm. And so, yep. The economics, the, the, the, the calculus on the economics is very different in a number of ways. And, uh, it's crazy.[00:16:58] It's cra it's causing like a, [00:17:00] a, a, a ton of change in confusion in the market. Some very positive, sub negative, like, so for example, the other side of the, um. The co-founder, like, um, acquisition, you know, mark Zuckerberg poaching someone for a lot of money is like, we were actually seeing historic amount of m and a for basically acquihires, right?[00:17:20] That you like, you know, really good outcomes from a venture perspective that are effective acquihires, right? So I would say it's probably net positive from the investment standpoint, even though it seems from the headlines to be very disruptive in a negative way.[00:17:33] Alessio: Yeah.[00:17:33] What's Underfunded: Boring Software, Robotics Skepticism, and Custom Silicon Economics[00:17:33] Alessio: Um, let's talk maybe about what's not being invested in, like maybe some interesting ideas that you would see more people build or it, it seems in a way, you know, as ycs getting more popular, it's like access getting more popular.[00:17:47] There's a startup school path that a lot of founders take and they know what's hot in the VC circles and they know what gets funded. Uh, and there's maybe not as much risk appetite for. Things outside of that. Um, I'm curious if you feel [00:18:00] like that's true and what are maybe, uh, some of the areas, uh, that you think are under discussed?[00:18:06] Martin Casado: I mean, I actually think that we've taken our eye off the ball in a lot of like, just traditional, you know, software companies. Um, so like, I mean. You know, I think right now there's almost a barbell, like you're like the hot thing on X, you're deep tech.[00:18:21] swyx: Mm-hmm.[00:18:22] Martin Casado: Right. But I, you know, I feel like there's just kind of a long, you know, list of like good.[00:18:28] Good companies that will be around for a long time in very large markets. Say you're building a database, you know, say you're building, um, you know, kind of monitoring or logging or tooling or whatever. There's some good companies out there right now, but like, they have a really hard time getting, um, the attention of investors.[00:18:43] And it's almost become a meme, right? Which is like, if you're not basically growing from zero to a hundred in a year, you're not interesting, which is just, is the silliest thing to say. I mean, think of yourself as like an introvert person, like, like your personal money, right? Mm-hmm. So. Your personal money, will you put it in the stock market at 7% or you put it in this company growing five x in a very large [00:19:00] market?[00:19:00] Of course you can put it in the company five x. So it's just like we say these stupid things, like if you're not going from zero to a hundred, but like those, like who knows what the margins of those are mean. Clearly these are good investments. True for anybody, right? True. Like our LPs want whatever.[00:19:12] Three x net over, you know, the life cycle of a fund, right? So a, a company in a big market growing five X is a great investment. We'd, everybody would be happy with these returns, but we've got this kind of mania on these, these strong growths. And so I would say that that's probably the most underinvested sector.[00:19:28] Right now.[00:19:29] swyx: Boring software, boring enterprise software.[00:19:31] Martin Casado: Traditional. Really good company.[00:19:33] swyx: No, no AI here.[00:19:34] Martin Casado: No. Like boring. Well, well, the AI of course is pulling them into use cases. Yeah, but that's not what they're, they're not on the token path, right? Yeah. Let's just say that like they're software, but they're not on the token path.[00:19:41] Like these are like they're great investments from any definition except for like random VC on Twitter saying VC on x, saying like, it's not growing fast enough. What do you[00:19:52] Sarah Wang: think? Yeah, maybe I'll answer a slightly different. Question, but adjacent to what you asked, um, which is maybe an area that we're not, uh, investing [00:20:00] right now that I think is a question and we're spending a lot of time in regardless of whether we pull the trigger or not.[00:20:05] Um, and it would probably be on the hardware side, actually. Robotics, right? And the robotics side. Robotics. Right. Which is, it's, I don't wanna say that it's not getting funding ‘cause it's clearly, uh, it's, it's sort of non-consensus to almost not invest in robotics at this point. But, um, we spent a lot of time in that space and I think for us, we just haven't seen the chat GPT moment.[00:20:22] Happen on the hardware side. Um, and the funding going into it feels like it's already. Taking that for granted.[00:20:30] Martin Casado: Yeah. Yeah. But we also went through the drone, you know, um, there's a zip line right, right out there. What's that? Oh yeah, there's a zip line. Yeah. What the drone, what the av And like one of the takeaways is when it comes to hardware, um, most companies will end up verticalizing.[00:20:46] Like if you're. If you're investing in a robot company for an A for agriculture, you're investing in an ag company. ‘cause that's the competition and that's surprising. And that's supply chain. And if you're doing it for mining, that's mining. And so the ad team does a lot of that type of stuff ‘cause they actually set up to [00:21:00] diligence that type of work.[00:21:01] But for like horizontal technology investing, there's very little when it comes to robots just because it's so fit for, for purpose. And so we kinda like to look at software. Solutions or horizontal solutions like applied intuition. Clearly from the AV wave deep map, clearly from the AV wave, I would say scale AI was actually a horizontal one for That's fair, you know, for robotics early on.[00:21:23] And so that sort of thing we're very, very interested. But the actual like robot interacting with the world is probably better for different team. Agree.[00:21:30] Alessio: Yeah, I'm curious who these teams are supposed to be that invest in them. I feel like everybody's like, yeah, robotics, it's important and like people should invest in it.[00:21:38] But then when you look at like the numbers, like the capital requirements early on versus like the moment of, okay, this is actually gonna work. Let's keep investing. That seems really hard to predict in a way that is not,[00:21:49] Martin Casado: I think co, CO two, kla, gc, I mean these are all invested in in Harvard companies. He just, you know, and [00:22:00] listen, I mean, it could work this time for sure.[00:22:01] Right? I mean if Elon's doing it, he's like, right. Just, just the fact that Elon's doing it means that there's gonna be a lot of capital and a lot of attempts for a long period of time. So that alone maybe suggests that we should just be investing in robotics just ‘cause you have this North star who's Elon with a humanoid and that's gonna like basically willing into being an industry.[00:22:17] Um, but we've just historically found like. We're a huge believer that this is gonna happen. We just don't feel like we're in a good position to diligence these things. ‘cause again, robotics companies tend to be vertical. You really have to understand the market they're being sold into. Like that's like that competitive equilibrium with a human being is what's important.[00:22:34] It's not like the core tech and like we're kind of more horizontal core tech type investors. And this is Sarah and I. Yeah, the ad team is different. They can actually do these types of things.[00:22:42] swyx: Uh, just to clarify, AD stands for[00:22:44] Martin Casado: American Dynamism.[00:22:45] swyx: Alright. Okay. Yeah, yeah, yeah. Uh, I actually, I do have a related question that, first of all, I wanna acknowledge also just on the, on the chip side.[00:22:51] Yeah. I, I recall a podcast that where you were on, i, I, I think it was the a CC podcast, uh, about two or three years ago where you, where you suddenly said [00:23:00] something, which really stuck in my head about how at some point, at some point kind of scale it makes sense to. Build a custom aic Yes. For per run.[00:23:07] Martin Casado: Yes.[00:23:07] It's crazy. Yeah.[00:23:09] swyx: We're here and I think you, you estimated 500 billion, uh, something.[00:23:12] Martin Casado: No, no, no. A billion, a billion dollar training run of $1 billion training run. It makes sense to actually do a custom meic if you can do it in time. The question now is timelines. Yeah, but not money because just, just, just rough math.[00:23:22] If it's a billion dollar training. Then the inference for that model has to be over a billion, otherwise it won't be solvent. So let's assume it's, if you could save 20%, which you could save much more than that with an ASIC 20%, that's $200 million. You can tape out a chip for $200 million. Right? So now you can literally like justify economically, not timeline wise.[00:23:41] That's a different issue. An ASIC per model, which[00:23:44] swyx: is because that, that's how much we leave on the table every single time. We, we, we do like generic Nvidia.[00:23:48] Martin Casado: Exactly. Exactly. No, it, it is actually much more than that. You could probably get, you know, a factor of two, which would be 500 million.[00:23:54] swyx: Typical MFU would be like 50.[00:23:55] Yeah, yeah. And that's good.[00:23:57] Martin Casado: Exactly. Yeah. Hundred[00:23:57] swyx: percent. Um, so, so, yeah, and I mean, and I [00:24:00] just wanna acknowledge like, here we are in, in, in 2025 and opening eyes confirming like Broadcom and all the other like custom silicon deals, which is incredible. I, I think that, uh, you know, speaking about ad there's, there's a really like interesting tie in that obviously you guys are hit on, which is like these sort, this sort of like America first movement or like sort of re industrialized here.[00:24:17] Yeah. Uh, move TSMC here, if that's possible. Um, how much overlap is there from ad[00:24:23] Martin Casado: Yeah.[00:24:23] swyx: To, I guess, growth and, uh, investing in particularly like, you know, US AI companies that are strongly bounded by their compute.[00:24:32] Martin Casado: Yeah. Yeah. So I mean, I, I would view, I would view AD as more as a market segmentation than like a mission, right?[00:24:37] So the market segmentation is, it has kind of regulatory compliance issues or government, you know, sale or it deals with like hardware. I mean, they're just set up to, to, to, to, to. To diligence those types of companies. So it's a more of a market segmentation thing. I would say the entire firm. You know, which has been since it is been intercepted, you know, has geographical biases, right?[00:24:58] I mean, for the longest time we're like, you [00:25:00] know, bay Area is gonna be like, great, where the majority of the dollars go. Yeah. And, and listen, there, there's actually a lot of compounding effects for having a geographic bias. Right. You know, everybody's in the same place. You've got an ecosystem, you're there, you've got presence, you've got a network.[00:25:12] Um, and, uh, I mean, I would say the Bay area's very much back. You know, like I, I remember during pre COVID, like it was like almost Crypto had kind of. Pulled startups away. Miami from the Bay Area. Miami, yeah. Yeah. New York was, you know, because it's so close to finance, came up like Los Angeles had a moment ‘cause it was so close to consumer, but now it's kind of come back here.[00:25:29] And so I would say, you know, we tend to be very Bay area focused historically, even though of course we've asked all over the world. And then I would say like, if you take the ring out, you know, one more, it's gonna be the US of course, because we know it very well. And then one more is gonna be getting us and its allies and Yeah.[00:25:44] And it goes from there.[00:25:45] Sarah Wang: Yeah,[00:25:45] Martin Casado: sorry.[00:25:46] Sarah Wang: No, no. I agree. I think from a, but I think from the intern that that's sort of like where the companies are headquartered. Maybe your questions on supply chain and customer base. Uh, I, I would say our customers are, are, our companies are fairly international from that perspective.[00:25:59] Like they're selling [00:26:00] globally, right? They have global supply chains in some cases.[00:26:03] Martin Casado: I would say also the stickiness is very different.[00:26:05] Sarah Wang: Yeah.[00:26:05] Martin Casado: Historically between venture and growth, like there's so much company building in venture, so much so like hiring the next PM. Introducing the customer, like all of that stuff.[00:26:15] Like of course we're just gonna be stronger where we have our network and we've been doing business for 20 years. I've been in the Bay Area for 25 years, so clearly I'm just more effective here than I would be somewhere else. Um, where I think, I think for some of the later stage rounds, the companies don't need that much help.[00:26:30] They're already kind of pretty mature historically, so like they can kind of be everywhere. So there's kind of less of that stickiness. This is different in the AI time. I mean, Sarah is now the, uh, chief of staff of like half the AI companies in, uh, in the Bay Area right now. She's like, ops Ninja Biz, Devrel, BizOps.[00:26:48] swyx: Are, are you, are you finding much AI automation in your work? Like what, what is your stack.[00:26:53] Sarah Wang: Oh my, in my personal stack.[00:26:54] swyx: I mean, because like, uh, by the way, it's the, the, the reason for this is it is triggering, uh, yeah. We, like, I'm hiring [00:27:00] ops, ops people. Um, a lot of ponders I know are also hiring ops people and I'm just, you know, it's opportunity Since you're, you're also like basically helping out with ops with a lot of companies.[00:27:09] What are people doing these days? Because it's still very manual as far as I can tell.[00:27:13] Sarah Wang: Hmm. Yeah. I think the things that we help with are pretty network based, um, in that. It's sort of like, Hey, how do do I shortcut this process? Well, let's connect you to the right person. So there's not quite an AI workflow for that.[00:27:26] I will say as a growth investor, Claude Cowork is pretty interesting. Yeah. Like for the first time, you can actually get one shot data analysis. Right. Which, you know, if you're gonna do a customer database, analyze a cohort retention, right? That's just stuff that you had to do by hand before. And our team, the other, it was like midnight and the three of us were playing with Claude Cowork.[00:27:47] We gave it a raw file. Boom. Perfectly accurate. We checked the numbers. It was amazing. That was my like, aha moment. That sounds so boring. But you know, that's, that's the kind of thing that a growth investor is like, [00:28:00] you know, slaving away on late at night. Um, done in a few seconds.[00:28:03] swyx: Yeah. You gotta wonder what the whole, like, philanthropic labs, which is like their new sort of products studio.[00:28:10] Yeah. What would that be worth as an independent, uh, startup? You know, like a[00:28:14] Martin Casado: lot.[00:28:14] Sarah Wang: Yeah, true.[00:28:16] swyx: Yeah. You[00:28:16] Martin Casado: gotta hand it to them. They've been executing incredibly well.[00:28:19] swyx: Yeah. I, I mean, to me, like, you know, philanthropic, like building on cloud code, I think, uh, it makes sense to me the, the real. Um, pedal to the metal, whatever the, the, the phrase is, is when they start coming after consumer with, uh, against OpenAI and like that is like red alert at Open ai.[00:28:35] Oh, I[00:28:35] Martin Casado: think they've been pretty clear. They're enterprise focused.[00:28:37] swyx: They have been, but like they've been free. Here's[00:28:40] Martin Casado: care publicly,[00:28:40] swyx: it's enterprise focused. It's coding. Right. Yeah.[00:28:43] AI Labs vs Startups: Disruption, Undercutting & the Innovator's Dilemma[00:28:43] swyx: And then, and, but here's cloud, cloud, cowork, and, and here's like, well, we, uh, they, apparently they're running Instagram ads for Claudia.[00:28:50] I, on, you know, for, for people on, I get them all the time. Right. And so, like,[00:28:54] Martin Casado: uh,[00:28:54] swyx: it, it's kind of like this, the disruption thing of, uh, you know. Mo Open has been doing, [00:29:00] consumer been doing the, just pursuing general intelligence in every mo modality, and here's a topic that only focus on this thing, but now they're sort of undercutting and doing the whole innovator's dilemma thing on like everything else.[00:29:11] Martin Casado: It's very[00:29:11] swyx: interesting.[00:29:12] Martin Casado: Yeah, I mean there's, there's a very open que so for me there's like, do you know that meme where there's like the guy in the path and there's like a path this way? There's a path this way. Like one which way Western man. Yeah. Yeah.[00:29:23] Two Futures for AI: Infinite Market vs AGI Oligopoly[00:29:23] Martin Casado: And for me, like, like all the entire industry kind of like hinges on like two potential futures.[00:29:29] So in, in one potential future, um, the market is infinitely large. There's perverse economies of scale. ‘cause as soon as you put a model out there, like it kind of sublimates and all the other models catch up and like, it's just like software's being rewritten and fractured all over the place and there's tons of upside and it just grows.[00:29:48] And then there's another path which is like, well. Maybe these models actually generalize really well, and all you have to do is train them with three times more money. That's all you have to [00:30:00] do, and it'll just consume everything beyond it. And if that's the case, like you end up with basically an oligopoly for everything, like, you know mm-hmm.[00:30:06] Because they're perfectly general and like, so this would be like the, the a GI path would be like, these are perfectly general. They can do everything. And this one is like, this is actually normal software. The universe is complicated. You've got, and nobody knows the answer.[00:30:18] The Economics Reality Check: Gross Margins, Training Costs & Borrowing Against the Future[00:30:18] Martin Casado: My belief is if you actually look at the numbers of these companies, so generally if you look at the numbers of these companies, if you look at like the amount they're making and how much they, they spent training the last model, they're gross margin positive.[00:30:30] You're like, oh, that's really working. But if you look at like. The current training that they're doing for the next model, their gross margin negative. So part of me thinks that a lot of ‘em are kind of borrowing against the future and that's gonna have to slow down. It's gonna catch up to them at some point in time, but we don't really know.[00:30:47] Sarah Wang: Yeah.[00:30:47] Martin Casado: Does that make sense? Like, I mean, it could be, it could be the case that the only reason this is working is ‘cause they can raise that next round and they can train that next model. ‘cause these models have such a short. Life. And so at some point in time, like, you know, they won't be able to [00:31:00] raise that next round for the next model and then things will kind of converge and fragment again.[00:31:03] But right now it's not.[00:31:04] Sarah Wang: Totally. I think the other, by the way, just, um, a meta point. I think the other lesson from the last three years is, and we talk about this all the time ‘cause we're on this. Twitter X bubble. Um, cool. But, you know, if you go back to, let's say March, 2024, that period, it felt like a, I think an open source model with an, like a, you know, benchmark leading capability was sort of launching on a daily basis at that point.[00:31:27] And, um, and so that, you know, that's one period. Suddenly it's sort of like open source takes over the world. There's gonna be a plethora. It's not an oligopoly, you know, if you fast, you know, if you, if you rewind time even before that GPT-4 was number one for. Nine months, 10 months. It's a long time. Right.[00:31:44] Um, and of course now we're in this era where it feels like an oligopoly, um, maybe some very steady state shifts and, and you know, it could look like this in the future too, but it just, it's so hard to call. And I think the thing that keeps, you know, us up at [00:32:00] night in, in a good way and bad way, is that the capability progress is actually not slowing down.[00:32:06] And so until that happens, right, like you don't know what's gonna look like.[00:32:09] Martin Casado: But I, I would, I would say for sure it's not converged, like for sure, like the systemic capital flows have not converged, meaning right now it's still borrowing against the future to subsidize growth currently, which you can do that for a period of time.[00:32:23] But, but you know, at the end, at some point the market will rationalize that and just nobody knows what that will look like.[00:32:29] Alessio: Yeah.[00:32:29] Martin Casado: Or, or like the drop in price of compute will, will, will save them. Who knows?[00:32:34] Alessio: Yeah. Yeah. I think the models need to ask them to, to specific tasks. You know? It's like, okay, now Opus 4.5 might be a GI at some specific task, and now you can like depreciate the model over a longer time.[00:32:45] I think now, now, right now there's like no old model.[00:32:47] Martin Casado: No, but let, but lemme just change that mental, that's, that used to be my mental model. Lemme just change it a little bit.[00:32:53] Capital as a Weapon vs Task Saturation: Where Real Enterprise Value Gets Built[00:32:53] Martin Casado: If you can raise three times, if you can raise more than the aggregate of anybody that uses your models, that doesn't even matter.[00:32:59] It doesn't [00:33:00] even matter. See what I'm saying? Like, yeah. Yeah. So, so I have an API Business. My API business is 60% margin, or 70% margin, or 80% margin is a high margin business. So I know what everybody is using. If I can raise more money than the aggregate of everybody that's using it, I will consume them whether I'm a GI or not.[00:33:14] And I will know if they're using it ‘cause they're using it. And like, unlike in the past where engineering stops me from doing that.[00:33:21] Alessio: Mm-hmm.[00:33:21] Martin Casado: It is very straightforward. You just train. So I also thought it was kind of like, you must ask the code a GI, general, general, general. But I think there's also just a possibility that the, that the capital markets will just give them the, the, the ammunition to just go after everybody on top of ‘em.[00:33:36] Sarah Wang: I, I do wonder though, to your point, um, if there's a certain task that. Getting marginally better isn't actually that much better. Like we've asked them to it, to, you know, we can call it a GI or whatever, you know, actually, Ali Goi talks about this, like we're already at a GI for a lot of functions in the enterprise.[00:33:50] Um. That's probably those for those tasks, you probably could build very specific companies that focus on just getting as much value out of that task that isn't [00:34:00] coming from the model itself. There's probably a rich enterprise business to be built there. I mean, could be wrong on that, but there's a lot of interesting examples.[00:34:08] So, right, if you're looking the legal profession or, or whatnot, and maybe that's not a great one ‘cause the models are getting better on that front too, but just something where it's a bit saturated, then the value comes from. Services. It comes from implementation, right? It comes from all these things that actually make it useful to the end customer.[00:34:24] Martin Casado: Sorry, what am I, one more thing I think is, is underused in all of this is like, to what extent every task is a GI complete.[00:34:31] Sarah Wang: Mm-hmm.[00:34:32] Martin Casado: Yeah. I code every day. It's so fun.[00:34:35] Sarah Wang: That's a core question. Yeah.[00:34:36] Martin Casado: And like. When I'm talking to these models, it's not just code. I mean, it's everything, right? Like I, you know, like it's,[00:34:43] swyx: it's healthcare.[00:34:44] It's,[00:34:44] Martin Casado: I mean, it's[00:34:44] swyx: Mele,[00:34:45] Martin Casado: but it's every, it is exactly that. Like, yeah, that's[00:34:47] Sarah Wang: great support. Yeah.[00:34:48] Martin Casado: It's everything. Like I'm asking these models to, yeah, to understand compliance. I'm asking these models to go search the web. I'm asking these models to talk about things I know in the history, like it's having a full conversation with me while I, I engineer, and so it could be [00:35:00] the case that like, mm-hmm.[00:35:01] The most a, you know, a GI complete, like I'm not an a GI guy. Like I think that's, you know, but like the most a GI complete model will is win independent of the task. And we don't know the answer to that one either.[00:35:11] swyx: Yeah.[00:35:12] Martin Casado: But it seems to me that like, listen, codex in my experience is for sure better than Opus 4.5 for coding.[00:35:18] Like it finds the hardest bugs that I work in with. Like, it is, you know. The smartest developers. I don't work on it. It's great. Um, but I think Opus 4.5 is actually very, it's got a great bedside manner and it really, and it, it really matters if you're building something very complex because like, it really, you know, like you're, you're, you're a partner and a brainstorming partner for somebody.[00:35:38] And I think we don't discuss enough how every task kind of has that quality.[00:35:42] swyx: Mm-hmm.[00:35:43] Martin Casado: And what does that mean to like capital investment and like frontier models and Submodels? Yeah.[00:35:47] Why “Coding Models” Keep Collapsing into Generalists (Reasoning vs Taste)[00:35:47] Martin Casado: Like what happened to all the special coding models? Like, none of ‘em worked right. So[00:35:51] Alessio: some of them, they didn't even get released.[00:35:53] Magical[00:35:54] Martin Casado: Devrel. There's a whole, there's a whole host. We saw a bunch of them and like there's this whole theory that like, there could be, and [00:36:00] I think one of the conclusions is, is like there's no such thing as a coding model,[00:36:04] Alessio: you know?[00:36:04] Martin Casado: Like, that's not a thing. Like you're talking to another human being and it's, it's good at coding, but like it's gotta be good at everything.[00:36:10] swyx: Uh, minor disagree only because I, I'm pretty like, have pretty high confidence that basically open eye will always release a GPT five and a GT five codex. Like that's the code's. Yeah. The way I call it is one for raisin, one for Tiz. Um, and, and then like someone internal open, it was like, yeah, that's a good way to frame it.[00:36:32] Martin Casado: That's so funny.[00:36:33] swyx: Uh, but maybe it, maybe it collapses down to reason and that's it. It's not like a hundred dimensions doesn't life. Yeah. It's two dimensions. Yeah, yeah, yeah, yeah. Like and exactly. Beside manner versus coding. Yeah.[00:36:43] Martin Casado: Yeah.[00:36:44] swyx: It's, yeah.[00:36:46] Martin Casado: I, I think for, for any, it's hilarious. For any, for anybody listening to this for, for, for, I mean, for you, like when, when you're like coding or using these models for something like that.[00:36:52] Like actually just like be aware of how much of the interaction has nothing to do with coding and it just turns out to be a large portion of it. And so like, you're, I [00:37:00] think like, like the best Soto ish model. You know, it is going to remain very important no matter what the task is.[00:37:06] swyx: Yeah.[00:37:07] What He's Actually Coding: Gaussian Splats, Spark.js & 3D Scene Rendering Demos[00:37:07] swyx: Uh, speaking of coding, uh, I, I'm gonna be cheeky and ask like, what actually are you coding?[00:37:11] Because obviously you, you could code anything and you are obviously a busy investor and a manager of the good. Giant team. Um, what are you calling?[00:37:18] Martin Casado: I help, um, uh, FEFA at World Labs. Uh, it's one of the investments and um, and they're building a foundation model that creates 3D scenes.[00:37:27] swyx: Yeah, we had it on the pod.[00:37:28] Yeah. Yeah,[00:37:28] Martin Casado: yeah. And so these 3D scenes are Gaussian splats, just by the way that kind of AI works. And so like, you can reconstruct a scene better with, with, with radiance feels than with meshes. ‘cause like they don't really have topology. So, so they, they, they produce each. Beautiful, you know, 3D rendered scenes that are Gaussian splats, but the actual industry support for Gaussian splats isn't great.[00:37:50] It's just never, you know, it's always been meshes and like, things like unreal use meshes. And so I work on a open source library called Spark js, which is a. Uh, [00:38:00] a JavaScript rendering layer ready for Gaussian splats. And it's just because, you know, um, you, you, you need that support and, and right now there's kind of a three js moment that's all meshes and so like, it's become kind of the default in three Js ecosystem.[00:38:13] As part of that to kind of exercise the library, I just build a whole bunch of cool demos. So if you see me on X, you see like all my demos and all the world building, but all of that is just to exercise this, this library that I work on. ‘cause it's actually a very tough algorithmics problem to actually scale a library that much.[00:38:29] And just so you know, this is ancient history now, but 30 years ago I paid for undergrad, you know, working on game engines in college in the late nineties. So I've got actually a back and it's very old background, but I actually have a background in this and so a lot of it's fun. You know, but, but the, the, the, the whole goal is just for this rendering library to, to,[00:38:47] Sarah Wang: are you one of the most active contributors?[00:38:49] The, their GitHub[00:38:50] Martin Casado: spark? Yes.[00:38:51] Sarah Wang: Yeah, yeah.[00:38:51] Martin Casado: There's only two of us there, so, yes. No, so by the way, so the, the pri The pri, yeah. Yeah. So the primary developer is a [00:39:00] guy named Andres Quist, who's an absolute genius. He and I did our, our PhDs together. And so like, um, we studied for constant Quas together. It was almost like hanging out with an old friend, you know?[00:39:09] And so like. So he, he's the core, core guy. I did mostly kind of, you know, the side I run venture fund.[00:39:14] swyx: It's amazing. Like five years ago you would not have done any of this. And it brought you back[00:39:19] Martin Casado: the act, the Activ energy, you're still back. Energy was so high because you had to learn all the framework b******t.[00:39:23] Man, I f*****g used to hate that. And so like, now I don't have to deal with that. I can like focus on the algorithmics so I can focus on the scaling and I,[00:39:29] swyx: yeah. Yeah.[00:39:29] LLMs vs Spatial Intelligence + How to Value World Labs' 3D Foundation Model[00:39:29] swyx: And then, uh, I'll observe one irony and then I'll ask a serious investor question, uh, which is like, the irony is FFE actually doesn't believe that LMS can lead us to spatial intelligence.[00:39:37] And here you are using LMS to like help like achieve spatial intelligence. I just see, I see some like disconnect in there.[00:39:45] Martin Casado: Yeah. Yeah. So I think, I think, you know, I think, I think what she would say is LLMs are great to help with coding.[00:39:51] swyx: Yes.[00:39:51] Martin Casado: But like, that's very different than a model that actually like provides, they, they'll never have the[00:39:56] swyx: spatial inte[00:39:56] Martin Casado: issues.[00:39:56] And listen, our brains clearly listen, our brains, brains clearly have [00:40:00] both our, our brains clearly have a language reasoning section and they clearly have a spatial reasoning section. I mean, it's just, you know, these are two pretty independent problems.[00:40:07] swyx: Okay. And you, you, like, I, I would say that the, the one data point I recently had, uh, against it is the DeepMind, uh, IMO Gold, where, so, uh, typically the, the typical answer is that this is where you start going down the neuros symbolic path, right?[00:40:21] Like one, uh, sort of very sort of abstract reasoning thing and one form, formal thing. Um, and that's what. DeepMind had in 2024 with alpha proof, alpha geometry, and now they just use deep think and just extended thinking tokens. And it's one model and it's, and it's in LM.[00:40:36] Martin Casado: Yeah, yeah, yeah, yeah, yeah.[00:40:37] swyx: And so that, that was my indication of like, maybe you don't need a separate system.[00:40:42] Martin Casado: Yeah. So, so let me step back. I mean, at the end of the day, at the end of the day, these things are like nodes in a graph with weights on them. Right. You know, like it can be modeled like if you, if you distill it down. But let me just talk about the two different substrates. Let's, let me put you in a dark room.[00:40:56] Like totally black room. And then let me just [00:41:00] describe how you exit it. Like to your left, there's a table like duck below this thing, right? I mean like the chances that you're gonna like not run into something are very low. Now let me like turn on the light and you actually see, and you can do distance and you know how far something away is and like where it is or whatever.[00:41:17] Then you can do it, right? Like language is not the right primitives to describe. The universe because it's not exact enough. So that's all Faye, Faye is talking about. When it comes to like spatial reasoning, it's like you actually have to know that this is three feet far, like that far away. It is curved.[00:41:37] You have to understand, you know, the, like the actual movement through space.[00:41:40] swyx: Yeah.[00:41:40] Martin Casado: So I do, I listen, I do think at the end of these models are definitely converging as far as models, but there's, there's, there's different representations of problems you're solving. One is language. Which, you know, that would be like describing to somebody like what to do.[00:41:51] And the other one is actually just showing them and the space reasoning is just showing them.[00:41:55] swyx: Yeah, yeah, yeah. Right. Got it, got it. Uh, the, in the investor question was on, on, well labs [00:42:00] is, well, like, how do I value something like this? What, what, what work does the, do you do? I'm just like, Fefe is awesome.[00:42:07] Justin's awesome. And you know, the other two co-founder, co-founders, but like the, the, the tech, everyone's building cool tech. But like, what's the value of the tech? And this is the fundamental question[00:42:16] Martin Casado: of, well, let, let, just like these, let me just maybe give you a rough sketch on the diffusion models. I actually love to hear Sarah because I'm a venture for, you know, so like, ventures always, always like kind of wild west type[00:42:24] swyx: stuff.[00:42:24] You, you, you, you paid a dream and she has to like, actually[00:42:28] Martin Casado: I'm gonna say I'm gonna mar to reality, so I'm gonna say the venture for you. And she can be like, okay, you a little kid. Yeah. So like, so, so these diffusion models literally. Create something for, for almost nothing. And something that the, the world has found to be very valuable in the past, in our real markets, right?[00:42:45] Like, like a 2D image. I mean, that's been an entire market. People value them. It takes a human being a long time to create it, right? I mean, to create a, you know, a, to turn me into a whatever, like an image would cost a hundred bucks in an hour. The inference cost [00:43:00] us a hundredth of a penny, right? So we've seen this with speech in very successful companies.[00:43:03] We've seen this with 2D image. We've seen this with movies. Right? Now, think about 3D scene. I mean, I mean, when's Grand Theft Auto coming out? It's been six, what? It's been 10 years. I mean, how, how like, but hasn't been 10 years.[00:43:14] Alessio: Yeah.[00:43:15] Martin Casado: How much would it cost to like, to reproduce this room in 3D? Right. If you, if you, if you hired somebody on fiber, like in, in any sort of quality, probably 4,000 to $10,000.[00:43:24] And then if you had a professional, probably $30,000. So if you could generate the exact same thing from a 2D image, and we know that these are used and they're using Unreal and they're using Blend, or they're using movies and they're using video games and they're using all. So if you could do that for.[00:43:36] You know, less than a dollar, that's four or five orders of magnitude cheaper. So you're bringing the marginal cost of something that's useful down by three orders of magnitude, which historically have created very large companies. So that would be like the venture kind of strategic dreaming map.[00:43:49] swyx: Yeah.[00:43:50] And, and for listeners, uh, you can do this yourself on your, on your own phone with like. Uh, the marble.[00:43:55] Martin Casado: Yeah. Marble.[00:43:55] swyx: Uh, or but also there's many Nerf apps where you just go on your iPhone and, and do this.[00:43:59] Martin Casado: Yeah. Yeah. [00:44:00] Yeah. And, and in the case of marble though, it would, what you do is you literally give it in.[00:44:03] So most Nerf apps you like kind of run around and take a whole bunch of pictures and then you kind of reconstruct it.[00:44:08] swyx: Yeah.[00:44:08] Martin Casado: Um, things like marble, just that the whole generative 3D space will just take a 2D image and it'll reconstruct all the like, like[00:44:16] swyx: meaning it has to fill in. Uh,[00:44:18] Martin Casado: stuff at the back of the table, under the table, the back, like, like the images, it doesn't see.[00:44:22] So the generator stuff is very different than reconstruction that it fills in the things that you can't see.[00:44:26] swyx: Yeah. Okay.[00:44:26] Sarah Wang: So,[00:44:27] Martin Casado: all right. So now the,[00:44:28] Sarah Wang: no, no. I mean I love that[00:44:29] Martin Casado: the adult[00:44:29] Sarah Wang: perspective. Um, well, no, I was gonna say these are very much a tag team. So we, we started this pod with that, um, premise. And I think this is a perfect question to even build on that further.[00:44:36] ‘cause it truly is, I mean, we're tag teaming all of these together.[00:44:39] Investing in Model Labs, Media Rumors, and the Cursor Playbook (Margins & Going Down-Stack)[00:44:39] Sarah Wang: Um, but I think every investment fundamentally starts with the same. Maybe the same two premises. One is, at this point in time, we actually believe that there are. And of one founders for their particular craft, and they have to be demonstrated in their prior careers, right?[00:44:56] So, uh, we're not investing in every, you know, now the term is NEO [00:45:00] lab, but every foundation model, uh, any, any company, any founder trying to build a foundation model, we're not, um, contrary to popular opinion, we're

Vardagsfilosofiska rummet med Félice Jankell och både Hanna och Christopher blir kära direkt. Christophers sportnytt. Hanna undrar hur man kommer fram till att man är ihop? Hanna har hittat ett huvud av tejp och blir Gollum-lik. Christophers kärlek. Lyssna på alla avsnitt i Sveriges Radios app. Programledare: Christopher Garplind & Hanna Hellquist

Welcome to my new episode "Dynamic Trance Universe" Podcast. Доброго времени суток, дорогие друзья! В эфире 492-й эпизод подкаста-путеводителя в замечательный мир #Trance и #MelodicTechno музыки. Поехали! @aeroritmixmuzik #DTUPodcast492 #Progressive #VocalTrance #TechTrance #MelodicTechno #Trancefamily TRACKLIST: 01. EBENEZER - Heaven [A STATE OF TRANCE] 02. Ginchy & Susie Ledge - Feel It [ENHANCED] 03. John Grand - Feel The Love [ENHANCED PROGRESSIVE] 04. Cosmic Gate & Pretty Pink - Bloom [WAKE YOUR MIND] 05. Boxer & Just Her - Escape The Fire [COLORIZE] 06. Aly & Fila feat. Jwaydan - We Control The Sunlight (Fuenka Remix) [FSOE] 07. AMINTO & Anton Pallmer - Another Life [AMINTO] 08. Alexander Popov & Vassel - External (Vassel Remix) [INTERPLAY] 09. Jacky Thian - Energy [INTERPLAY SOUL] 10. Opus III - It's a Fine Day (Bittermind Remix) [PWL] 11. Laura van Dam - One Last Time [DREAMSTATE] 12. Alexander Popov & Kadett - Feel Alive [INTERPLAY] 13. Goom Gum & DONT BLINK - Hard Decision [UNCOMMON] 14. AV & Grue & Moonlight Tunes - Around The Globe [SPACE 4] 15. Laura van Dam - Found Someone [DREAMSTATE] 16. Alex M.O.R.P.H. & Paul Denton - Teleporter [FSOE] 17. AA Meeting - Summit (Sean Tyas Remix) [VII] 18. onTune - Desire [NOCTURNAL KNIGHTS] 19. Ed Lynam - In Your Face [REASON II RISE:REALMS] 20. Milio Ruando - Give Me My Acid [KURAI] 21. Ralphie B & Frank Waanders Pres. Collide1 - Feels Like [FIND YOUR HARMONY] Подписывайтесь на мой подкаст (Subscribe to My Podcast): ● Apple Podcasts - podcasts.apple.com/ru/podcast/… ● Pocket Casts - pca.st/drpc1gfj

In this episode, the hosts break down a $1M EBITDA smart home and AV integration business in booming Charlotte, NC—debating whether the real opportunity lies in the electrical add-on and attached $3.5M showroom real estate.Business Listing – https://www.bizbuysell.com/business-opportunity/1-00mm-sde-smart-home-and-av-integration-company-in-charlotte/2365518/Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.Looking to build a professional website in minutes? Try Wix: https://wix.pxf.io/c/6898629/3115214/25616?trafcat=templateHubSpot is the backbone for how businesses scale without chaos. Try them out here: https://go.try-hubspot.com/OeG9Vr

In this short solo episode, Joe Way gives less of a preview and rather a reminder to log in for the HETMA Virtual Conference, emphasizing that it is free, easy to access, and built to fit into a normal work week. He explains that all you need to do is create a free account on the HETMA community site, go to the Events and Replays area, open the Virtual Conference listing, and click the Zoom link to join, with the schedule and recordings also available through the community.From there, he reflects on why the virtual conference matters to the organization's identity, because it was how HETMA began and how its “by us and for us” approach came to life, with the community choosing what it wanted to learn and bringing in the right experts rather than relying on a generic call for sessions. He notes that the virtual conference became an important platform for higher education voices, especially during the COVID era, and that it helped accelerate the organization's growth, leadership development, and initiatives, including moments where honest feedback from attendees shaped meaningful action.Joe highlights the unique community effect of the event, where people can join quietly, participate in chat, and still build relationships that later turn into deeper involvement and leadership within HETMA. This year's conference runs for three days, with morning kickoffs, sessions throughout the day, and a daily happy hour to keep the community connection strong, and Joe repeatedly gives permission to attend in the most realistic way possible by putting it on in the background, jumping in between meetings, and treating it as a flexible shared experience rather than something that requires stepping away from work. He closes by reinforcing that this free conference is especially valuable when budgets and travel are limited, because it still provides three days of learning, networking, and shared problem solving with the higher ed AV community, plus the ability to catch replays afterward if you cannot attend everything live.Visit the community page: https://community.hetma.org/posts/80675845.

Rassegna stampa economico-finanziaria del 17 febbraio 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali. Fisco e NormativaTestate: Il Sole 24 Ore / la Repubblica / Libero / La Verità * Milleproroghe e Mini-Pacchi: Il PD ha organizzato un flash mob contro la "tassa sui pacchi" (contributo di 2€ sui mini pacchi extra-UE), sollecitandone il rinvio al 1° luglio per armonizzarla con il dazio doganale UE da 3€. I flussi a Malpensa per pacchi sotto i 150€ sono scesi da 5,7 milioni di kg (dicembre) a 2,5 milioni (gennaio). * Referendum Giustizia e Trasparenza: Scontro tra il Ministero della Giustizia e l'ANM. Il capo di gabinetto Giusi Bartolozzi ha richiesto la lista dei finanziatori del comitato per il "No" per potenziali conflitti di interesse. L'ANM rifiuta citando la privacy e precisando che le donazioni medie sono di circa 100€. * Riforma del CSM: La riforma prevede lo sdoppiamento del CSM (giudici e PM), con membri togati estratti a sorte anziché eletti, e la perdita della giurisdizione disciplinare a favore di un'Alta Corte. * Debito Pubblico: A fine 2025 il debito ha raggiunto i 3.095,5 miliardi di euro, con un incremento annuo di 128,6 miliardi. Investimenti e MercatiTestate: Il Messaggero / la Repubblica / MF * BTP e Investitori Esteri: La quota di debito italiano in mano a stranieri è salita al 34,3%. Il nuovo BTP a 15 anni ha ricevuto richieste per 157 miliardi, sottoscritto per l'80% da investitori esteri (UK, Scandinavia e Medio Oriente). * Spread: Il differenziale con i Bund tedeschi è stabile a quota 61 punti. * Borsa Italiana ed Euronext: Tensione tra CDP (socia all'8,08%) e i soci francesi sulla riconferma di Fabrizio Testa come AD di Borsa Italiana. CDP chiede discontinuità puntando su Marcello Sala, ma Euronext intende procedere con la conferma. * Eurobond e "Safe Asset": La Commissione UE ha presentato un report sostenendo che per rafforzare l'Euro servano più "safe asset" comuni (Eurobond) per competere con il dollaro.EnergiaTestate: Corriere della Sera / la Repubblica / La Stampa * Decreto Bollette: Provvedimento da 2,5-3 miliardi di euro atteso in CdM. Prevede un contributo straordinario di 90€ (forse fino a 100€) per 4,5 milioni di utenti con bonus sociale (ISEE fino a 15.000€). * Meccanismo ETS: Il governo mira a "sterilizzare" i costi ETS (circa 30€/MWh su un prezzo di 120€) per abbassare i prezzi alle imprese, ma serve il via libera di Bruxelles. * Conflitto con le Regioni: La Lombardia protesta perché il decreto rischierebbe di far saltare l'accordo regionale per energia idroelettrica a prezzi scontati per le imprese energivore.Industria e TrasportiTestate: Il Sole 24 Ore / La Stampa / la Repubblica * Ferrovie dello Stato: Investimenti record per 18,5 miliardi di euro nel 2025 (di cui 11,5 sulla rete). L'AD Donnarumma punta a portare il Frecciarossa nel tunnel della Manica entro il 2028-2029. * Sicurezza e Sabotaggi: Dopo i sabotaggi alle linee AV durante le Olimpiadi, il Viminale vara un piano con droni e Intelligenza Artificiale per sorvegliare 17.000 km di binari. * Export: Matteo Zoppas (ICE) stima che l'export italiano si stia dirigendo verso la soglia dei 700 miliardi di euro.Lavoro e FormazioneTestate: la Repubblica / Sole 24 Ore Salute / Il Messaggero * Medici in Servizio: Approvato emendamento al Milleproroghe che permette ai medici ospedalieri di restare in servizio su base volontaria fino a 72 anni. Prevista anche la possibilità di richiamare in servizio medici già pensionati tra i 70 e i 72 anni per tutto il 2026. * Infermieri: Prorogata di due anni la possibilità per gli infermieri dipendenti pubblici di esercitare la libera professione. * Formazione Cinecittà: Investimento di 4,3 milioni di euro per 67 corsi professionali che termineranno a giugno 2026.Executive Takeaway (Insight per C-Suite)  • Solida Attrattività Finanziaria: Nonostante l'entità del debito pubblico (3.095 mld €), il forte interesse degli investitori esteri (80% di sottoscrizione del nuovo BTP a 15 anni) e uno spread stabile a 61 punti confermano l'elevata fiducia dei mercati internazionali nella tenuta e nella solvibilità dell'Italia.Dinamismo dell'Export: Il superamento della soglia dei 700 miliardi di euro di export rappresenta un segnale di straordinaria competitività del "Made in Italy", che continua a trainare la crescita economica nazionale nonostante le incertezze geopolitiche globali.Potenziamento Infrastrutturale: Il piano di investimenti record di Ferrovie dello Stato (18,5 miliardi € nel 2025) e la visione ambiziosa verso mercati internazionali (connessione con il Regno Unito via tunnel della Manica) posizionano l'Italia come un hub logistico all'avanguardia in Europa.Resilienza Sociale e Welfare: Il rapido stanziamento del "Decreto Bollette" (circa 3 miliardi €) dimostra una capacità di reazione tempestiva del Governo nel proteggere il potere d'acquisto delle fasce più deboli e la competitività delle imprese energivore, mitigando l'impatto dei costi ETS.Flessibilità nel Settore Sanitario: Le nuove norme del Milleproroghe (medici in servizio fino a 72 anni e libera professione per gli infermieri) offrono soluzioni pragmatiche e immediate per garantire la continuità dei servizi sanitari, valorizzando l'esperienza delle figure senior e migliorando l'attrattività della professione.

In this episode, the hosts break down a $1M EBITDA smart home and AV integration business in booming Charlotte, NC—debating whether the real opportunity lies in the electrical add-on and attached $3.5M showroom real estate.Business Listing – https://www.bizbuysell.com/business-opportunity/1-00mm-sde-smart-home-and-av-integration-company-in-charlotte/2365518/Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.Looking to build a professional website in minutes? Try Wix: https://wix.pxf.io/c/6898629/3115214/25616?trafcat=templateHubSpot is the backbone for how businesses scale without chaos. Try them out here: https://go.try-hubspot.com/OeG9Vr

We had so much to talk about ISE 2026 that we couldn't keep it to one episode! Integrated Systems Europe is one of the biggest shows for the AV industry. We discuss the craziest innovations we've seen on the show floor and what this show has meant for the AV community.The video version of this podcast can be found here.We bring you the latest news and stories for the AV industry, including important shows like this. We discuss the latest trends with a panel of experts to get the info you need. Joining us this week is Steph Beckett from rAVe Pubs, Jenny Hicks of Midwich, Iffat Chaudhry from M-Cube and Joe Way from UCLA.Host: Tim AlbrightGuests:Steph Beckett – rAVe PubsJenny Hicks – MidwichIffat Chaudhry – M-CubeJoe Way – UCLASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nyheter och fördjupning från Sverige och världen. Lyssna på alla avsnitt i Sveriges Radios app.

01. Sputniq & Vinni Chase - Coco Jamboo [Interplay Flow] 02. Cocoa Spoon & DJ Oops - Poison [Interplay Unity] 03. U-Jeen & Leyber - Wait for Me [Interplay] 04. Nucrise - Vele [SPACE 4] 05. Jacky Thian - Energy [Interplay Soul] 06. Alexander Popov & Huvagen - Omnivium Dictus [Interplay] 07. AV, GRUE & Moonlight Tunes - Around the Globe [SPACE 4] 08. Adrena Line - Echoes in the Dark [Interplay Flow] 09. Georgio Safo - Altair [Interplay Global] 10. Airglobe - Aurora Rising [2Rock Uplifting] 11. Alex M.O.R.P.H, Paul Denton - Teleporter [FSOE] 12. Liam Bailey (UK) - Now I_m Falling [Extrema Global Music] 13. Alexander Popov & Alexander Komarov - Chambala [Interplay] 14. Kyros & Poly Powder - Rewind [Reaching Altitude] 15. Durables - Love at All [Interplay Unity] 16. Van Snyder, Gorbunoff & Amber Na - iRave [Interplay] 17. Michael Roman - Happy Violence [Interplay]

Nyheter och fördjupning från Sverige och världen. Lyssna på alla avsnitt i Sveriges Radios app.

Blev Aftonbladet själva offer för lobbying när de granskade lobbyism? Om reportern som blev ofrivillig indragen i en smutsig adelsfejd. Lyssna på alla avsnitt i Sveriges Radios app. Filip Dikmen lanserar parfym och får SVT-serie Historien om hur svenska mediebolag ska nå den yngre målgruppen börjar få ganska många kapitel. Mest i blickfånget står SVT som är offensiva i deras strategi att göra underhållnings-TV med stora svenska influerare. Det här med förhoppningen om att profilernas följare på sociala medier då ska hitta till SVT. Men det är en strategi med många risker.Johan Cedersjö har pratat med programchefen Charles Franz om en kommande parfymsatsning som doftar egenintresseAtt samarbeta med lobbyister för att avslöja lobbyingFörra veckan publicerade Aftonbladet en stor granskning som ger intrycket att EU:s miljölagstiftning försämrats på grund av att en svensk moderat EU-parlamentariker låtit sig förledas av fossilindustrin och Trumpnära tankesmedjor. Men, blev Aftonbladet i sin strävan att granska en typ av lobbying, i själva verket offer för en annan?Joanna Korbutiak reder i det här med juristen Joakim Zander och Aftonbladets grävchef Jonathan JeppssonReporter ofrivilligt indragen i infekterad adelsfejdI den skånska myllan pågår en mångårig och infekterad arvstvist kring fideikommisset Trolle Ljungby. Tvisten rör tillgångar värda flera miljarder som greven Hans-Gabriel Trolle-Wachtmeister lämnat efter sig.Förra veckan tog allt det här en märklig vändning när ena parten skickade in ett mail till tingsrätten som sägs visa att en välrenommerad reporter på Expressen i lönndom har konspirerat med deras motpart. Lokaltidningen Kristianstadsbladet rapporterade vidare den här sensationella uppgiften som vore den, åtminstone kanske, sann.Freddi Ramel har pratat med den anklagade reportern Fredrico Moreno och Kristianstadsbladets reporter Matti Stenrosen.

[00:00] 01. Bobina - Russia Goes Clubbing Intro [00:31] 02. Opus III - It's a Fine Day (Bittermind Remix) [05:02] 03. [CLUBBERS CHOICE] Aly & Fila feat. Jwaydan - We Control The Sunlight (Fuenka Remix) [FSOE] [10:25] 04. ISVEL - Lady [Uniqode Lab] [13:17] 05. Nucrise - Vele [SPACE 4] [16:52] 06. AV, GRUE, Moonlight Tunes - Around the Globe [SPACE 4] [22:43] 07. Jacky Thian - Energy [Interplay Soul] [26:56] 08. Eximinds, HKL & Wavetraxx - The Light [Hypersia] [30:43] 09. Cosmic Gate & Christian Burns - Brave (Mozes Remix) [Black Hole] [34:49] 10. Eddie Lung - Vision [2Rock B Side] [39:54] 11. Aleksey Ekimov - Set Me Free [Suanda Future] [42:49] 12. Aurosonic, Zara Taylor, Dennis Sheperd, Freak E Beatz - Air (Dennis Sheperd & Freak E Beatz Remix) [Aurosonic Music] [45:59] 13. Alexander Popov, Alexander Komarov - Chambala [Interplay] [49:01] 14. Armin van Buuren x Maddix feat. Caroline Roxy - Mouth Go LaLa [Armada Music] [53:53] 15. [CLASSIQUE] Kuffdam & Plant - ummer Dream (Paul van Dyk Remix) [Vandit]

This week, our hosts Av and Sheree are talking about birthday plans and main-character energy, the controversial switch from iPhone to Android… yes, we have thoughts! And the return of Traitors — where trust is low and the chaos is high. Plus, we cover the success of Unrivaled and the WNBA contract negotiations during sports chat and discuss why the 2016 throwback trend had the timeline in a chokehold. Hot takes were given, sides were chosen and not everyone survived the group chat. Tap in.Don't forget to follow us on Instagram @Spinningtheblockpod. And be sure to tune in for new episodes on Thursdays!

Recorded live from CEDIA Expo 2025, this two-part episode of Convo By Design explores how technology, design, and infrastructure are converging to reshape the way we live. From the evolving role of integrators to the growing importance of energy resilience, the conversation examines what it takes to design spaces that are intelligent, responsive, and future-ready. Featuring insights from EmeraldX's Dan Farrisi and Rosewater Energy founder Joe Piccirilli, this episode connects strategy, storytelling, and engineering into a single, forward-looking narrative. Designer Resources Pacific Sales Kitchen and Home. Where excellence meets expertise. Design Hardware – A stunning and vast collection of jewelry for the home! TimberTech – Real wood beauty without the upkeep Two conversations, one shared theme: the future of the built environment depends on collaboration, foresight, and systems thinking. From CEDIA Expo's show floor to the electrical panel itself, this episode explores how design, technology, and infrastructure must evolve together. This two-part episode of Convo By Design brings listeners inside CEDIA Expo 2025 for a wide-ranging discussion on where design, technology, and integration are headed—and why collaboration across disciplines has never been more important. The first conversation features Dan Farrisi, Group Editor for EmeraldX, who joins the show from the show floor to discuss the evolving role of trade events and the growing convergence between design and integration. Farrisi explains how CEDIA has become more than a technology showcase—it's now a critical meeting ground for designers, integrators, manufacturers, and educators navigating a rapidly changing industry. He outlines how integrators are no longer simply installers but partners in shaping outcomes. As residential and commercial systems increasingly overlap, the conversation shifts toward experience design—how lighting, audio, controls, and infrastructure work together to support how people live, work, and interact. Farrisi also emphasizes the importance of storytelling, education, and advocacy in helping professionals communicate value in a crowded and often misunderstood marketplace. The discussion then transitions to the second interview, featuring Joe Piccirilli, founder and CEO of Rosewater Energy. With a career spanning more than five decades—from building Sound Advice into a public company to founding AVAD and later Rosewater—Piccirilli brings a deeply technical and philosophical perspective to the conversation. At the center of his work is a deceptively simple idea: most technology failures begin with power. Piccirilli explains how unreliable power, poor grounding, and inconsistent quality undermine even the most sophisticated systems. His solution, the Rosewater Hub, was developed to address these issues at the panel level—providing seamless backup, surge protection, and power conditioning in a single, engineered platform. The conversation explores how energy resilience has become essential to modern living. From medical equipment and remote work to safe rooms and climate-related disruptions, power stability is no longer optional. Piccirilli explains how his engineering-first approach led to solutions designed not for convenience, but for certainty—systems that work when everything else fails. Together, the two conversations form a complete picture of where the industry is heading. Farrisi frames the cultural and professional shift happening across design and integration, while Piccirilli provides the technical foundation required to support that shift. The result is a compelling look at how thoughtful design, reliable infrastructure, and interdisciplinary collaboration are shaping the next generation of built environments. Part One: Dan Farrisi – CEDIA Expo & Industry Convergence First impressions from CEDIA Expo 2025 Why trade shows still matter in a digital-first world EmeraldX's role in connecting disciplines Integrators as experience partners, not installers Residential and commercial technology overlap Education, advocacy, and storytelling as industry drivers The future of collaboration between designers and technologists Part Two: Joe Piccirilli – Engineering Resilience Early career and the founding of Sound Advice Lessons from entrepreneurship and distribution Discovering the real problem: power quality The engineering logic behind Rosewater Energy Panel-level energy management and backup systems Designing for medical, safety, and critical-use environments The role of resilience in future home design Why engineering thinking matters more than ever Dan Farrisi, Group Editor for EmeraldX, joins Convo By Design from CEDIA Expo 2025 to share insights on the convergence of design, technology, and integration. He discusses the role of trade shows in shaping industry collaboration, the unique challenges integrators face, and the growing overlap between residential and commercial applications. Farrisi also explores why storytelling, education, and advocacy are critical to the future of connected experiences. Recorded live at CEDIA Expo 2025, this episode highlights how the integration industry is evolving beyond technology into holistic experience design. Dan Farrisi explains EmeraldX's role in connecting professionals across disciplines, the importance of dialogue between designers and integrators, and how new applications—from smart homes to immersive environments—are redefining the industry. First Impressions at CEDIA 2025 Energy and innovation at the show floor. Why CEDIA remains a barometer for industry health. Role of EmeraldX How EmeraldX curates and amplifies industry conversations. Trade shows as hubs for education, networking, and advocacy. Integration Beyond Tech Moving from installer to outcome-driven partner. Why integrators need to collaborate earlier in design projects. Residential + Commercial Crossovers Lessons from commercial AV shaping residential expectations. Case studies in immersive experiences and security applications. Challenges & Opportunities Standards, interoperability, and client education. The importance of storytelling in communicating value. Looking Ahead The role of integrators in shaping future living spaces. EmeraldX's vision for connecting industries through shared dialogue. Links & Resources EmeraldX → https://www.emeraldx.com/ CEDIA Expo → https://cediaexpo.com/ Convo By Design Podcast → https://convo-by-design.blubrry.net/

00:52 1 ATKÖ, MRTNI All My Love[Beeside Records] BEESIDE 06:30 2 AVÖ, Shami Make It Smooth [Unreleased Records] UNRELEASED 11:30 3 CamelPhat & Arodes Cycles INTERSTELLAR 15:11 4 Thomas Newson & LOVRA Bad Habit MYTH OF NYX 19:11 5 MK 17 (Disco Dom Refunk) WHITE 22:37 6 Sam Harris Things We Do FUTURE HOUSE 25:22 7 Marten Horger Tom's Diner [Confession] CONFESSION 27:33 8 MARE, Wux, Adam Darling, Los Padres Ta Ligado HYSTERIA 29:56 9 James Kennedy Try Again HEXAGON 31:52 10 Jackie Hollander Addicted CASABLANCA 33:41 11 HAVEN. Ft. Kaitlin Aragon I Run (James Hype Remix - Extended) STEREOHYPE 37:07 12 Empire Of The Sun Alive (SG Lewis Extended Mix) CAPITOL 40:48 13 David Guetta X MORTEN Locked In (feat. Trippie Redd) [SPINNIN'] SPINNIN' 43:48 14 Volac Outta Space [NELEVEN] NELEVEN 45:30 15 Plastik Funk & Chester Young Bass Low ELECTRONIC RAPTURE 48:07 16 Kaskade x CID x Anabel Englund Vision Blurred EXPERTS ONLY 51:11 17 MAKJ Up SPINNIN' 53:22 18 Stadiumx Automatic HEXAGON 55:48 19 Justė, Jon Turn The Lights Off (With Jaxstyle) [HILLS & Dansyn Remix] SPINNIN' 59:26 20 Sofiloud Fluent SPINNIN' 61:52 21 Morgan Page Overdrive NUANCE  

Political activist, author & Nobel Peace Prize nominee, Kevin Annett & Dr. Lando discuss the re-establishment of the "Republic" and the long-overdue revolution presently gathering momentum. On this Alfacast, Kevin Annett returns to discuss his efforts in re-establishing the "Republic" and the very real revolution that is organically forming in response to the increasing exposure of the atrocities & increasing tyranny of those who consider themselves the ruling elite under the guise of "government". Kevin Annett is a renowned global human rights campaigner, author and whistle blower who has led the movement to expose and prosecute child murder by church and state, in Canada and Europe. Kevin is the co-founder of The International Tribunal of Crimes of Church and State. He has been twice nominated for the Nobel Peace Prize. "Real social change and liberation will not be brought to you by corporations, sponsored by commercials, or captured in media, but rather through active, in-the-streets, and personal action. The Revolution will not be televised! Join Our Private Community And Join In The Discussion: https://community.alfavedic.com Alfa Vedic is an off-grid agriculture & health co-op focused on developing products, media & educational platforms for the betterment of our world. By using advanced scientific methods, cutting-edge technologies and tools derived from the knowledge of the world's greatest minds, the AV community aims to be a model for the future we all want to see. Our comprehensive line of health products and nutrition is available on our website. Most products are hand mixed and formulated right on our off grid farm including our Immortality Teas which we grow on site. Find them all at https://alfavedic.com​​​​​​​​​​​​​​ Follow Alfa Vedic: https://linktr.ee/alfavedic

On this episode of Live From The Compound, Josh Brown sits down with Mark Mulhern (aka Manu Invests), creator of the bestselling Substack Fundamentally Sound, to break down the long-term bull case for Uber. They dive into the rise of autonomous taxis, Wall Street's estimates for the robotaxi market, and what Tesla, Uber, and Waymo are saying about the size of the opportunity. The conversation also explores Uber's stock performance around major AV announcements and why partnerships not owning the tech may be Uber's biggest advantage. Plus: Uber's expanding autonomous network, the Lucid + Nvidia deal, and why Bill Ackman took notice of Manu's Uber thesis. If you're interested in autonomous vehicles, Uber stock, and the future of transportation, this episode is for you. Fundamentally Sound Substack: https://manuinvests.substack.com/ This episode is sponsored by Teucrium. Find out more at https://teucrium.com/agricultural-commodity-etfs Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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