Podcasts about Backlog

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Check out our Patreon: patreon.com/supernpcradio   This year, we're having ourselves a BACKLOG SUMMER. We're pulling out all the games that we never got around to upon release and clearing the cache to make way for new games.   The Show: @vgacomedyshow Jeremy Schmidt: @jeremyschmidt Roxy Polk: @redmageroxy Michael Hearn: @michaelchearn Nick Costanza: @nick_costanza

Send us Fan MailThe hobby is moving at breakneck speed right now, and the latest wave of industry shakeups has collectors, flippers, and investors completely rethinking their strategies. From unexpected manufacturer pivots to massive shifts in the grading landscape, here is your breakdown of the biggest headlines hitting the card market this week.

Listen to the Top News of 18/07/2026 in Hindi.

The home affairs minister says there are no easy solutions to the parent visa backlog; China responds to Donald Tump's unverified claim that it meddled in US elections; and in football, this year's World Cup winners to receive championship rings.

In today's Good Morning Portugal news headlines (17 July 2026), Prime Minister Luís Montenegro announces a new migration plan to resolve the backlog of 400,000 pending cases, including the end of the controversial Manifestation of Interest mechanism.   A dedicated AIMA task force is being created to tackle residency queues, while Parliament approves significant income tax reductions for the middle class.   Alcochete is officially selected as the site for Lisbon's new international airport, and Portuguese real estate prices rose by 7% in the latest figures.   Other stories include water restrictions in the Algarve being eased after recent rainfall, AIMA staff strikes threatening further delays, Portugal ranked among the safest nations globally, foreign residents contributing 15% to social security revenue, and ongoing talks about the high-speed rail link between Lisbon and Madrid.  Become a supporter of this podcast: https://www.spreaker.com/podcast/the-good-morning-portugal-podcast-with-carl-munson--2903992/support.Get help moving to and living in Portugal

Mark Gibbens and Matthew Maley break down GE Aerospace's (GE) post-earnings pullback despite results that topped expectations. While Maley points to elevated investor expectations and lingering supply chain challenges as potential headwinds, Gibbens argues GE's strong backlog, improving execution, and management team continue to support the company's valuation.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

This week's episode is all about RoboCop: Unfinished Business, the follow-up to RoboCop: Rogue City which is basically just Dredd, but with RoboCop instead.

In today's BizNews Daybreak: Trevor Manuel delivers a scathing account of how South Africa lost SAA and Eskom, while the IRR's John Endres warns that trying to wait out the Trump administration could cost the country billions in investment. We also unpacks the first monthly drop in US consumer prices since 2020 under Fed Chair Kevin Warsh, plus OpenAI's deepening legal battle with Apple.

How's your backlog right now? In Part 6 of the Construction Accounting Series, Eric sits down again with CPA Kathe Barrington to unpack what backlog really is, and what it isn't. They dig into why committed-but-unstarted jobs belong on your WIP the day you're awarded, how to use backlog to forecast labor, equipment, and cash, and why a backlog that looks great in aggregate can still leave you with a nine-month hole in the schedule. Kathe lays out the ideal backlog-to-revenue ratio, the red flag of growing backlog with compressing gross profit, how client and project-type concentration creates fragility, and who needs to be in the room for the monthly backlog review. If you want backlog to function as a real planning tool, not a vanity number. This conversation is the blueprint. What You'll Learn What backlog actually is - remaining contract, remaining cost, and remaining gross profit to complete Why letters of intent and verbal awards should NOT count as backlog Why unstarted-but-committed jobs belong on your WIP the day you're awarded (and what bank & bonding are looking for) How to translate a WIP snapshot into a month-by-month forecast of labor, equipment, and cash How far out you should be forecasting labor (hint: 6–12 months minimum) The ideal backlog-to-revenue ratio - and why 3–6 months makes Kathe nervous How backlog profiles differ between GCs and subs, and what that means for planning The aggregate-number trap: why jobs bunched up at the same finish line signal trouble When you can tighten margins as you scale - and when compressing gross profit becomes dangerous Client and project-type concentration risk - diversification as insurance How often to review backlog (monthly, with the financials) and who belongs in the room The questions that should drive the conversation beyond the numbers How to use backlog data when the market shifts - lessons from 2008 and COVID The three questions Kathe asks first when she takes on a new client's books   Connect with Kathe LinkedIn: Kathe Barrington, KB CPA Facebook: Kathe Barrington / KB CPA   The Construction Accounting Series with Kathe Barrington This is Part 6 of an ongoing series. Catch up on the full run: Part 1 — Ep. 357: WIP Reports Made Simple: The Key to Stopping Hidden Job Losses Part 2 — Ep. 359: How to Use Your WIP to Protect Cash and Grow Profitability Part 3 — Ep. 364: Why the Field and Accounting Are Both Right (Physical Progress vs. Financial Reporting) Part 4 — Ep. 368: Underbillings Bad. Overbillings Better: The Cash Flow Truth Construction Owners Can't Ignore Part 5 — Ep. 377: Why Your Jobs Look More Profitable Than They Are: Indirect Allocations and Overhead in Construction  

Jeremy catches up with friend of the show, Chris Nguyen, who's rebuilt his business twice since his last appearance. They talk about why designers can't count on job security the way they used to, what it actually takes to build something of your own, and why the perfect plan is a myth worth abandoning early.If you can't count on your job to protect you, what are you doing to protect yourself?Chris Nguyen has already rebuilt his business once since he last joined the show, and by the time this episode airs, he'll be in the middle of doing it again. He built UX Playbook into a recognized education brand, tried a community project called Backlog that fizzled out, took several months off to recover, and landed on Rectangles: a live-stream and newsletter brand built around the design conversations he wishes he'd had years ago. None of it happened on a straight line, and that's kind of the point.Jeremy and Chris talk candidly about why designers can't afford to treat a single employer as their whole safety net anymore. Jeremy's own team recently made a drastic tooling change that upended how designers on his team work day to day, and he connects that disruption directly to a bigger argument: if the ground can shift under you that fast, having something outside your job, whether it's a side project, a creative outlet, or a small business, isn't optional anymore. It's how you stay steady.The conversation keeps circling back to a simple, unglamorous truth: nobody has the plan figured out in advance. Chris talks about sitting on the Rectangles idea for the better part of a year before finally committing to a two-week sprint to get it out the door, and admits he still doesn't fully know what it'll become. Jeremy pushes on that idea with his own reflections on burnout, reinvention, and why doing something just for yourself, outside of work entirely, might be the most stabilizing thing a designer can do right now. Give this one a listen if you've been sitting on an idea and waiting for the right moment.Topics:• 03:16 – Catching up on 100 episodes and the never-ending edit grind• 05:33 – What Chris has been building since his last appearance• 06:20 – The funk, the time off, and the shift from product to media• 09:37 – Why running a media company means the content is the product• 11:36 – Chris breaks down what Rectangles actually is• 14:04 – Going beyond UX and UI into big D design• 15:26 – The early 90s aesthetic behind the Rectangles brand• 20:10 – Why Jeremy's team just walked away from their Figma license• 22:42 – Designing straight into Cursor with a component library• 29:20 – The case for building income outside a single job• 32:36 – How UX education content has changed as the industry shifts• 34:22 – The unglamorous side of building something online• 52:56 – Why a latte art post outperformed a bias breakdown on LinkedIn• 57:03 – Chris's closing advice on ideas versus execution• 58:23 – Consumption versus creation and why the balance matters• 58:43 – Where to find Chris and the Rectangles launch detailsHelpful Links:• Connect with Chris on LinkedIn• Subscribe to Rectangles• Get your UX Playbook—Thanks for listening! We hope you dug today's episode. If you liked what you heard, be sure to like and subscribe wherever you listen to podcasts! And if you really enjoyed today's episode, why don't you leave a five-star review? Or tell some friends! It will help us out a ton.If you haven't already, sign up for our email list. We won't spam you. Pinky swear.• ⁠⁠⁠⁠⁠⁠Get a FREE audiobook AND support the show⁠⁠⁠⁠⁠⁠• ⁠⁠⁠⁠⁠⁠Support the show on Patreon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠• ⁠⁠⁠⁠⁠⁠Check out show transcripts⁠⁠⁠⁠⁠⁠• ⁠⁠⁠⁠⁠⁠Check out our website⁠⁠⁠⁠⁠⁠• ⁠⁠⁠⁠⁠⁠Subscribe on Apple Podcasts⁠⁠⁠⁠⁠⁠• ⁠⁠⁠⁠⁠⁠Subscribe on Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠• ⁠⁠⁠⁠⁠⁠Subscribe on YouTube⁠⁠⁠⁠⁠⁠• ⁠⁠⁠⁠⁠⁠Subscribe on Stitcher⁠

In this wide-ranging interview with Chris Steyn, Ian Cameron, the Chairperson of Parliament's Portfolio Committee on Police, details the shocking DNA testing backlog. “...this is literally how a child rapist, a child murderer, any murderer or rapist for that matter walks free. This is literally the way that the State, the inability of the State to process this evidence, becomes the reason for a rapist to continue raping.” Cameron discusses the widening scandal surrounding Crime Intelligence (CI) boss General Feroz Khan, the case of suspended Lieutenant General Molefe Fani, and others. “What the Madlanga Commission is showing us is that Khan was actually one of the key pieces of the puzzle for Fani to ensure that this procurement process for PPE during the COVID-19 period was smoothly operated with the South African Police Service……a lot of key players in SAPS knew that Fani had been involved in this irregular PPE procurement during his time as a Chief Procurement officer at National Treasury. And he was still appointed in SAPS as the Head of Supply Chain Management. That tells you that it was strategically done. That would be a key way of ensuring that a 360 million Rand Medicare 24 contract can come in. It's a key way of structuring your entire process before the contract could come in, in order for it not to be red flagged… lot of the things that are happening, make no mistake, it was done deliberately - and it was done deliberately to hollow out and to control the system in order to ensure that further criminality would be able to flourish.”

Since the early days of the podcast, the guys have had on fellow PWN members Paul and Wes to discuss The Legend of Zelda series. And, true to form, this year our discussion is on the Gameboy classic (and now Switch remaster), Link's Awakening. Unfortunately, Wes was unable to join this time around, but perhaps we'll hear his thoughts on the game in a later installment. For now though, tune in to hear about each of our experienced with the game, both old and new! Join the conversation by checking out all our social media channels over on our Linktree: https://linktr.ee/thebacklogbreakdown And check out our newsletter on Substack: https://thebacklogbreakdown.substack.com Also, if you'd like to support us, you can visit our Patreon: https://www.patreon.com/thebacklogbreakdown The Backlog Breakdown is a proud member of the Play Well Network, a network of podcasts that seek to approach recreation in a more thoughtful manner. Until there is a rabbit trail to follow. Check out all of the other amazing Play Well podcasts Here. Get PWNed, scrubs.

South Africa's asylum system is showing signs of progress, with the Refugee Appeals Authority of South Africa recording one of the biggest reductions in its backlog in years. The Department of Home Affairs says active refugee appeals have dropped by more than 12%, with thousands of cases finalised as part of a broader reform programme. However, with tens of thousands of cases still pending questions remain about whether these reforms will be enough to fully restore confidence in the system. We spoke to Advocate Zilpha Raphesu, the chairperson of the Refugee Appeals Board.

Attorney in the Education Rights Programme at SECTION27, Thato Gaffane, speaks to John Maytham about the Department of Basic Education's announcement that it has cleared the backlog of dangerous pit toilets identified under the 2018 SAFE initiative, what this milestone means for learner safety, and why oversight and maintenance remain critical as unsafe sanitation challenges persist at some schools. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalkSee omnystudio.com/listener for privacy information.

This week's episode is all about Mafia: The Old Country and how it starts slow and never quite finds its footing gameplay-wise, but has a strong enough narrative to see it through to the end.

Welke games staan bij jou op de backlog? De zomervakantie staat voor de deur. Er komen minder nieuwe games bij. Hoogste tijd om een aantal pareltjes die in de kast zijn blijven staan er eens bij te pakken. Welke games op onze backlog gaan we spelen? Je hoort het in een nieuwe special! In deze […]

This week on the Friday Deploy, Andrew Zigler is joined by Zapier's Kelly Vaughn to dive into the sudden return of Anthropic's Fable model, the realities of multi-threaded agentic engineering, and why the lowly engineering backlog is finally having its moment. To wrap things up, they review Charity Majors' latest advice on empathetic leadership and explore why the best way to win a workplace disagreement is to stop arguing and let an AI build the proof of concept.Life Beyond Tokenmaxxing Workshop: Watch the full replay on demand at linearb.io Follow the show:Subscribe to our Substack Follow us on LinkedInSubscribe to our YouTube ChannelLeave us a ReviewFollow the hosts:Follow AndrewFollow BenFollow DanFollow today's guest:Follow Kelly on LinkedInFollow Kelly on SubstackCheck out Kelly's website kvlly.comFollow today's stories:Redeploying Fable 5It's Time To Put Humans Back In The SoftwareThree Ways to Give an AI Agent an IdentityBenchmarking AI Agents for Real Data ScienceWhy I Stopped Arguing With PeoplePaging Charity! How can engineering leaders avoid becoming Bond villains?The backlog is finally getting its momentOFFERSStart Free Trial: Get started with LinearB's AI productivity platform for free.Book a Demo: Learn how you can ship faster, improve DevEx, and lead with confidence in the AI era.LEARN ABOUT LINEARBAI Code Reviews: Automate reviews to catch bugs, security risks, and performance issues before they hit production.AI & Productivity Insights: Go beyond DORA with AI-powered recommendations and dashboards to measure and improve performance.AI-Powered Workflow Automations: Use AI-generated PR descriptions, smart routing, and other automations to reduce developer toil.MCP Server: Interact with your engineering data using natural language to build custom reports and get answers on the fly.

After a few years away, I finally returned to Resident Evil with Village, a game full of tall ladies, a zombie Santa Claus, and more dolls than anyone could ever want.

The memory chip industry has historically been plagued by vicious boom-and-bust cycles, but Micron is taking aggressive steps to rewrite the rules. In this episode of Chip Stock Investor, we discuss Strategic Customer Agreements (SCAs). We break down the "take-or-pay" contracts, explaining how they protect Micron from the sudden order cancellations and double-booking panics that burned the industry in 2022 and 2023. With competitors like Samsung and SK hynix also completely sold out of capacity, Micron is actively leveraging its position to lock in upfront cash deposits and secure its long-term financial runway. The Take-or-Pay Mechanism: How Micron's new agreements force customers to either take delivery of the product or pay a pre-agreed minimum cancellation charge to protect Micron's bottom line. A $100 Billion Backlog: Exploring the massive pipeline generated by these SCAs, which are expected to make up about 40% of Micron's total revenue over the next five years. Locked-In Terms: A detailed look at the five-year contracts for hyperscalers (running from calendar 2026 through 2030) and three-year contract terms for automotive customers. Pricing Safeguards: How these contracts are structured using floor prices, ceiling prices for existing products, and fixed rates to stabilize revenue against market volatility. $22 Billion in Upfront Cash: Why tech giants and hyperscalers are depositing billions directly onto Micron's balance sheet to guarantee their spot in line for memory chips. The Albemarle Blueprint: What Albemarle's long-term lithium contracts can teach us about how Micron's SCAs might help them weather future oversupply environments and market downcycles. Resources Mentioned:For a growing library of tools for your analysis of semiconductor companies, visit chipstockinvestor.com. Don't forget to hit follow on Spotify so you never miss an episode!

CNBC reported that AeroVironment shares rose 19 percent after an earnings beat, with backlog reaching $1.2 billion. The company, which trades as AVAV, supplies small drones and loitering munitions to U.S. and allied customers. Backlog quality, funding status, and delivery phasing will determine how quickly orders convert to revenue and cash. Demand is supported by increased procurement of unmanned systems and sustainment needs. Supply chain lead times, export licensing, and cleared labor availability are key execution risks. Investors are tracking book to bill trends, margins by mix, and cash conversion to assess durability of growth.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

After a week hiatus, TSG returns with a classic backlog update episode. Ian and Taylor jump into everything they've gotten their hands on over the past several weeks. The guys touch on WoW, 007, Saros, RE8, and so much more!#TheAdventuresOfElliot #007FirstLight #ForzaHorizon6 #GamingPodcast

• Steam Machine Prices Revealed 0:00• Valve Will Let You Build Your Own Steam Machine 29:35• Backlog 34:56• Halo Campaign Evolved PS Plus Requirements 42:12• GTA VI Cover Art / Preorder Date Revealed 48:48• $3,000 SanDisk SSD for PS5 53:20• Brand New Day Suit Coming to Spider-Man 2 for Free 58:00• Epic Games Store Relaunch 1:02:50• Sega Considered Ending the Sonic Series 1:06:10• Stop Killing Games Setback 1:09:45• Dispatch Censorship Changes 1:13:30• Todd Howard Gives Update on Arkane's Blade Game 1:18:37• TWEET OF THE WEEK 1:20:00• Q&A 1:22:12✴️ PATREON https://www.patreon.com/cw/WULFFDENPodcastOriginally streamed on June 23, 2026

Send us Fan MailTrav is bad at mail and Steve is now a middle school track coach. Congrats to King Octavious on finding his way to the winner's circle. Caleb requests Top 5 games that taught you something about the real world!  Polyquest 2026 Boards!Games this episodeStar Fox (2026) (Switch 2) – June 25Rhythm Heaven Groove (Switch) – July 2Mina the Hollower (PS5)Wario Land 4 (GBA)Great Baseball (SMS)Blade Master (Arcade)The X-Files: Resist or Serve (PS2)Star Wars Jedi: Fallen Order (PS5)Dragon Quest IX: Sentinels of the Starry Skies (DS)Super Meat Boy 3DHigh On Life (PS5)Find more shows at polymedianetwork.com, BlueSky: Trav, Steve, Polykill, Polymedia twitch.tv/blinkoom, Send us an email polykillpodcast@gmail.com, Check out our patreon at Patreon.com/polykill How to be a Polykiller: Beat a game, take a screenshot, post it on BlueSky or Polymedia Discord, use #justbeatit, write a review and be sure to include @Polykill. Beat the most, become Polykiller. Beat any, have your Skeet potentially read on the show! Check out the Bonus Beats episodes on Patreon for more beat-skeet coverage!

I asked my dad if he wanted to watch me play any game for Father's Day and he asked for Call of Duty since he used to play all of them before his serious stroke a few years ago. Long story short, it didn't go so well...

In this week's TGIM episode, Nicole dives into a topic every busy entrepreneur and parent can relate to: mental clutter and emotional backlog. If you feel like your mind is constantly full, your thoughts are scattered, or you're carrying invisible stress, you need to listen in.Nicole unpacks how the constant input from social media, work, family, and life can leave you feeling foggy and stuck, and why a proper mind and soul detox is the key to clarity and real presence in your life.What you'll takeaway from this episode:Why “cluttered” isn't just about your physical space, it's your mental and emotional load weighing you down.How unresolved feelings and unprocessed emotions accumulate like sediment, clouding your decision-making and creativity.A practical approach to a real mind and soul detox without having to go off-grid or take extreme measures.Simple practices to start feeling your feelings intentionally, audit your thoughts, and consume information deliberately.How scheduling reflective time and protecting your energy inputs can help you reconnect to your intuition and your authentic self.Why clarity is the foundation for better decisions, more aligned actions, and a less reactive, more present life.If you've been feeling scattered, distracted, or just “off” lately, this episode will give you tools to clear the fog, reset your energy, and reconnect with your most focused, aligned self.Take our FREE quiz: https://www.myalignedpurpose.com/quizGrab your ticket for SHE LEADS: https://www.myalignedpurpose.com/she-leads-2027Pre-order our book: https://www.myalignedpurpose.com/presale

Highlights 00:27 — It's not just business as usual for these companies, their customers, and others who are tied into these extraordinary enterprises. We're also seeing booms in innovation, not just in technology but in go-to-market models, business models, and more. 01:32 — The big part of this is that it's not just big numbers, but big numbers driving widespread, deep, and profound innovation. Here's how the $2.1 trillion breaks out across the four hyperscalers: Backlog RPO Total Backlog RPO Growth Rate Oracle $638 Billion 363% Microsoft $627 Billion 99% Google Cloud $462 Billion 93% AWS $364 Billion 49% Total $2.091 Trillion   02:32 — With this high level of innovation, we're seeing a convergence of industries including technology, energy, and construction. Because of extreme demands, the tech industry has to start getting into the energy business. Construction is entering the picture as well, as these facilities are some of the largest built in such a short period of time, meeting demanding specifications and aligning with supply and demand. 03:25 — This convergence is leading to the hyperscalers developing new business models. These companies are coming up with unique models to solve this unprecedented demand and business challenge. Customers are coming up with different models based on what's happening, too. 04:15 — I have been a huge fan of the potential of fusion energy to meet this need. The convergence of tech and energy is only going to accelerate what's happening to break even with fusion energy. Visit Cloud Wars for more.

• Intro 0:00• Ocarina of Time Remake Description Leaked 2:22• Elliot, StarFox, Rhythm Heaven all coming out soon14:40• Backlog 22:32• Xbox: Next 100 Days 28:28• Microsoft Considers Spinning Off Xbox, Speeding Up Game Development 45:00• Key Members of Xbox Leave 51:03• Several Xbox Studios Fighting to Avoid Shutdown 54:40• Halo Climbs PS5 Sales Charts 1:01:15• Switch 1 eShop Updated, No Longer Slow 1:07:04• Tweet of the Week 1:13:30• Q&A 1:15:30✴️ PATREON https://www.patreon.com/cw/WULFFDENPodcastOriginally streamed on June 16, 2026

This week's episode is about how Doom Eternal wants you to play it the way it wants you to play it and isn't open to how you want to play it.

Evan and David reconvene to discuss the anime, manga, and games they've been checking out: Journal with Witch, Owarimonogatari, Frieren Season 2, Demon's Souls, Fire Emblem: Shadow Dragon and the Blade of Light, and In This Corner of the World (the manga). Also Project: Hail Mary for a little bit. Topics include: anime for adults, playing NES games on the Switch 2, and why do they call it Owarimonogatari if they keep makin' em. Runtime: 54 minutes Direct Download RSS Feed iTunes Spotify Google Music Send us Feedback! Support us on Patreon! Join our Discord server! More episodes Show Notes Opening/Ending Song: “Blues Machine” by Scott Gratton Episode edited by Evan Minto. Quicksave Evan watched Journal with Witch David is watching Owarimonogatari Evan watched Frieren Season 2 David is playing Demon's Souls Evan played Fire Emblem: Shadow Dragon and the Blade of Light Evan read In This Corner of the World BlueSky: Evan, Ani-Gamers Mastodon: Evan, Ani-Gamers Instagram: Ani-Gamers Twitch: David & Inaki Subscribe to Evan's digital manga service Omoi (formerly Azuki).  

EPISODE 374 - Clark and Hyung open the show talking about the PSA backlog tracker, but they focus on what PSA cited in its release: TLDR - The hobby is booming!Then for Hobby Headlines, the guys go through an article titled $100 million revenues for sports card sellers? Inside the race to own the live-selling market and discuss some of the key points and quotes from the story. More specifically, they talk about the growing popularity of breakers and whether this will be the way to collect, buy and sell sports cards in the future.Next, they play a round of Quiz Show before they end the episode with their regular weekly segment called Pick 1.--------------------------CONNECT WITH US!Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@cardstothemoon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@fivecardguys⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Clark) | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@yntegritysportscards⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Hyung) | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tradeyouatrecess⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (John)Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://fivecardguys.com/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Daily Auctions (w/ affiliate links): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://fivecardguys.com/dailyauctions⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you have any questions about the hobby that you would like addressed, email us at hello@fivecardguys.com or DM us on Instagram at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@cardstothemoon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@fivecardguys⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

There was a Nintendo Direct this past week, and the Controller Club crew has thoughts. Listen in as Klein, Tom, and Laurenm break down the latest showcase, sharing their take on the Ocarina of Time remake, Kingdom Hearts IV, and Switch Sports Resort. The team also settles down to get into their backlog, spotlighting those games they want to get to, but haven't had the chance to yet. Then we close out with Tom's impressions of the Star Fox Remake demo, Onimusha: Way of the Sword, and Cyclops in Marvel Rivals; and Lauren's recent visit to Vancouver Game Garden.-Follow us on Bluesky: bsky.app/profile/controllerclubpod.bsky.socialFollow us on Twitter: x.com/controller_clubFollow us on Instagram: instagram.com/controllerclubpodFollow us on TikTok: tiktok.com/@controller.clubEmail ControllerClubPod@gmail.com with your questions, comments, or concerns.Like and Subscribe on YouTube at youtube.com/@Controller_ClubSubscribe wherever you're listening and leave us a rating and review.-Original theme music by Jon Rouse(C) Controller Club

With the various fests and showcases underway, Acc and Jack have a lot of gaming news to cover! Alien Isolation 2 exists, Cuphead is getting TWO sequels, and one of the best Zelda entries is getting a full-blown remake. Which game will excite Acc to finally use his Switch 2? Will Jack ever make a dent in his backlog? Also discussed in this episode of The Acc and Jack Show: Acc recounts a stinky experience with black cupcake frosting. The Bricks and Minifigs saga continues, with a potential end in sight! FOLLOW and SUBSCRIBE to Hardly Focused! https://hardlyfocused.com/subscribe Learn more about your ad choices. Visit megaphone.fm/adchoices

• Intro 0:00• Nintendo Direct 6/9 1:30• The Legend of Zelda: Ocarina of Time Remake 24:26• Summer Game Fest 6/5 32:27• Xbox Showcase 57:52• Backlog 1:24:10• First Light Sequel Will Come From Amazon 1:32:45• Strauss Zelnick Added to WWE 2K26 1:37:10• Valve Confirms Steam Machine / Steam Frame Coming This Summer 1:38:37• Tweet of the Week 1:40:10• Q&A 1:42:24✴️ PATREON https://www.patreon.com/cw/WULFFDENPodcastOriginally streamed on June 9, 2026

Just ahead of Oracle's (ORCL) earnings after Wednesday's close, Steven Dickens says the company's backlog will be the biggest metric to watch, along with how it converts it all into revenue. How Oracle builds out AI infrastructure and balancing it with future CapEx are also paramount to Steven, though he doesn't see it as a concern. He calls Oracle the "fourth hyperscaler" and sees the company competing against existing giants in Alphabet (GOOGL), Microsoft (MSFT), and Amazon (AMZN). ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

This week's episode is a little bit about Hades and a lot a bit about how my Xbox Series X has slowly been dying, one overheat after another.

In today's Cloud Wars Minute, I analyze how a trillion dollars in cloud backlog is driving innovation beyond technology and into corporate finance. Highlights 00:03 — In the Cloud Wars, all sorts of crazy things are going on with the technology, what customers are doing with it, but also in how this whole remarkable time is being funded. I want to talk a little bit today about how Google Cloud and Oracle are choosing to fund this unprecedented market demand and why new possibilities require new ways of doing things. 01:25 — In Oracle's most recent quarter, it reported that its RPO, or Remaining Performance Obligation, similar to backlog, is over $550 billion. For Google Cloud, it had an amazing jump as well in its most recent quarter, ended March 31, $462 billion in backlog, almost double what it had been a year before that. So there's amazing demand, these two companies totaling a trillion dollars. 02:09 — Six months ago, Oracle reached out and said, “No, no, we're going to go to some outside funding, some borrowing, to do that.” But the market reacted with a panic. “Oh my God, nobody's ever done this.” And, you know, "What if they can't pay it back?” So there was a lot of skepticism about Oracle's plan six months ago. 02:58 — Now, a week ago, we see Alphabet step up and say, “Hey, we're going to do some equity financing. We're going to take $10 billion from Warren Buffett and some other places. We need this money. We think it's the best way to pursue funding our own data center expansions, our own CapEx needs, which will be somewhere between $185 and $190 billion.” Oracle's will probably be around $75 billion. 04:37 — Oracle and Google Cloud have risen to the top of the Cloud Wars Top 10 because they brought innovation at levels in technology and go-to-market, how they think about customers, deployment models, and so forth, that have really set the new standard for what's happening in the AI cloud business now. Seeking outside funding to meet this demand shows another way to do it. Visit Cloud Wars for more.

New Orleans has been working to clear a big backlog in cases in a slow-moving section of criminal court. How successful has the effort been? We'll break it down with Jesse Manley, the interim director of Court Watch NOLA.

En este episodio Oz conversa con Gina Paola Cárdenas (QA Manager, +12 años de experiencia) y Luis Contreras (Automation Lead en Capgemini, certificado ISTQB) sobre lo que realmente pasa cuando metes agentes de IA al proceso de testing. El 77.7% de los equipos de QA ya se movió a un enfoque AI-first y hay empresas donde el 85% del testing ya no es manual — pero sin criterio técnico, estrategia y gobierno, la IA acelera el caos en lugar de la productividad. Hablan de qué SÍ funciona (análisis de riesgos, self-healing, generación de datos), del peligro de la "pereza de pensar" y la falsa cobertura, de por qué los modelos alucinan entre 3% y 18% y suenan más seguros cuando se equivocan, y de cómo el rol del QA se vuelve más crítico que nunca.00:00 Intro: 77.7% de QA ya es AI-first02:27 ¿Qué cambió con la IA en QA?05:42 El criterio técnico como barrera06:28 El hype vs la realidad: ¿nos reemplaza?09:27 Qué SÍ funciona: análisis de riesgos con IA12:20 Self-healing: scripts que se autocorrigen16:24 Resistencia de los equipos18:18 Scrum ya murió (y los marcos que siguen)20:18 El ejemplo de las velas: evolución de roles22:37 El superpoder del economista en QA26:20 El riesgo: pereza de pensar y falsa cobertura30:56 Pruebas de integración con IA33:52 IA, usabilidad y accesibilidad36:25 Alucinaciones: 3-18% y suenan seguras40:13 "Los de QA no son ingenieros de verdad" + el mercado de $112B41:24 Backlog refinement con criterio crítico43:34 Sistemas críticos: rayos X, carros, vidas46:07 Consejos para QAs: prompt engineering e instinto probador50:01 Cierre✩ CURSOS DISPONIBLES

This week's episode is 1) the last time I'll be talking about Stardew Valley (I promise) and 2) all about how Stardew Valley has weaseled its way into my top 100 games of all-time.

Juni is op het eerste gezicht een wat rustigere maand voor gamers, en daarmee misschien wel het perfecte moment om eindelijk wat van die backlog weg te werken. Toch verschijnen er ook een aantal interessante en langverwachte titels die de aandacht opeisen. Van de komst van Final Fantasy VII Rebirth naar Xbox en Nintendo Switch […]

Use code "SCI" at ARENACLUB.COMA massive 10-million-card backlog has forced PSA to officially shut down all value-level submission tiers, effective immediately. Today on Cards on the Table, T-Pot, Scotty B, and Carter break down the shocking news and analyze exactly what this means for the hobby. With regular service ($79.99) now the cheapest available option, we discuss the ripple effect this will have on box prices, modern "rip and flip" strategies, and the vintage card market.Plus, we cover the rest of the week's biggest hobby news, including the record-breaking $5.11 million private sale of the Victor Wembanyama Prizm Black 1/1 (the "Black Curtain"), and the ongoing packaging issues with eBay's Authenticity Guarantee program.In this episode, we discuss:The PSA Shutdown: Analyzing the 10-million-card backlog driven by the explosive growth of TCGs (Pokémon and One Piece). We discuss whether PSA's massive expansion will actually solve the issue, how this completely neutralizes the value of the Collectors Club membership, and if alternative grading companies like Beckett, SGC, and CGC can handle the overflow.SGC's Dwindling Market Share: Why SGC's volume is down 70% year-over-year, and what Collectors' acquisition means for the future of the "Tuxedo" slab and the vintage market.Wemby's $5.1 Million Record: The 2023 Panini Prizm Victor Wembanyama Black 1/1 just sold privately for $5.11 million. We compare this massive sale to the Aaron Judge Superfractor Auto, debate if the NBA market is overhyped compared to baseball, and touch on the controversy surrounding the use of Kurt's Card Care prior to the card's grading.eBay Authenticity Flaws: Why are high-end raw cards arriving from the eBay Authenticity Guarantee program sliding out of their semi-rigid holders? We debate simple fixes and why the program is still a massive net positive for the hobby despite packaging flaws.How do you think PSA's shutdown of value submissions will impact the sports card market over the next 12 months? Let us know in the comments below!Shop CardsHQ Inventory Online ►: https://bit.ly/cardshqTrack card prices & your collection with Market Movers ►: https://bit.ly/marketmoversappJoin CardsHQ Breaks on Whatnot ►: https://bit.ly/cardshqbreaksJoin CardsHQ Shop on Whatnot ►: https://bit.ly/cardshqshopJoin CardsHQ Blitz on Whatnot ►: https://bit.ly/cardshqblitzJoin CardsHQ Hoops on Whatnot ►: https://bit.ly/cardshqhoopsJoin CardsHQ Poke on Whatnot ►: https://bit.ly/cardshqpokeDiscounted PSA/SGC Card Grading ►: https://bit.ly/gradingserviceDownload our Apps!SCI App (Apple) ►: https://apple.co/3riGbb5SCI App (Google) ►: https://bit.ly/SCIAPPGooglePlayFollow Us:SCI Instagram ►: https://bit.ly/SCIIGSCI Twitter ►: https://bit.ly/scitweetsSCI Facebook ►: https://bit.ly/FBSCIPageGeoff's IG ►: https://bit.ly/itsgeoffwilsonGeoff's YouTube ►: https://bit.ly/ytgeoffCard Crew YouTube ►: https://bit.ly/cardcrewMarket Movers YouTube ►: https://bit.ly/marketmoversyt

More than 160 thousand asylum seekers are waiting for their cases to be finalised. John Maytham chats to Lawyer for Human Rights Mametlwe Sebei about this issue. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Simon Erickson digs into Rocket Lab's (NASDAQ:RKLB) Q1 2026 earnings with a record revenues of $200 million (up 63% year-over-year), $2.2 billion contractual backlog, record gross margins, and an undisclosed customer signing on for five Neutron rocket launches through 2029. 7investing first recommended Rocket Lab at $10 in August 2021, added again at $4 in early 2024 when Simon published a public valuation of $22/share — and the stock now trades at $121. That's a 30x return in two years.But the big question now: is Rocket Lab still a buy at current prices? Simon breaks down his ninth iteration discounted cash flow model, explains why 75% of Rocket Lab's backlog is in the Space Systems manufacturing division (not launches), and why he expects Space Systems to eventually represent 70-90% of total company revenues. He also covers the Neutron rocket timeline (now expected late 2026), the HASTE hypersonic program, Golden Dome defense contracts, and the new European expansion through the Mynaric acquisition.This is Part 1 of a multi-part series — Part 2 will feature a full updated DCF valuation model with Simon's new price target. Plus, Simon will be presenting at the MoneyShow Masters Symposium in Dallas. Subscribe so you don't miss the next episode.

• Intro 0:00• New Star Fox Game Randomly Announced 4:25• Switch 2 Price Increase 18:40• Steam Controller 28:38• Mixtape 37:33• THE BACKLOG 1:00:35• 62% of Hardcore Players No Longer Buy Full-Priced Games 1:07:42• Take-Two Says Switch 2 Isn't Its Primary Platform 1:11:50• GameStop CEO Launches eBay Auction to pay for eBay 1:16:01• Lego Batman Leaks 1:33:48• Forza Horizon 6 Leaks 1:35:10• TWEET OF THE WEEK 1:39:42• Q&A 1:40:44✴️ PATREON https://www.patreon.com/cw/WULFFDENPodcastOriginally streamed on May 12, 2026

Cerebras is going public with the largest commercial chip ever built, $510M in 2025 revenue, and a $24.6B backlog mostly tied to OpenAI. CJ breaks down the company's wafer-scale AI bet, why inference changed the story, the strange customer-investor-lender relationships behind the IPO, and the big question: is Cerebras the next NVIDIA-style infrastructure winner, or a concentrated hardware company with a very expensive cloud pivot?—SPONSORS:SpendHound is a SaaS spend management platform built for finance and procurement teams that want visibility and leverage in every deal. By tracking all your software, benchmarking pricing across thousands of vendors, and surfacing contracts and renewals, SpendHound helps you stop overpaying and negotiate with confidence. Trusted by teams at ZoomInfo and Hootsuite. Get started at https://www.spendhound.com/cjBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/runRightRev is an automated revenue recognition platform built for teams that have outgrown spreadsheets and billing tool workarounds. It handles high-volume subscriptions, usage-based contracts, and mid-cycle upgrades, so you can scale without scrambling at month-end. For RevRec that keeps your books clean, visit https://www.rightrev.com/CJRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY works with high-growth tech companies to navigate the messy realities of scaling—from regulatory requirements to IPO readiness. By helping teams get it right early and often, EY lets founders stay focused on building while reducing risk as they grow. Learn more at https://www.ey.com/techstartups—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNCJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and intro0:59 Cerebras: the dinner plate chip3:56 Why chip size matters for AI5:26 Old vs. new AI: inference is the bottleneck7:30 Revenue: 20x in 3 years7:49 Sponsors — SpendHound | Brex | Aleph11:33 Gross margin12:02 Net income: the one-time accounting trick12:41 Operating cash flow whipsaw13:24 RPO: $24.6B backlog13:58 Customer concentration: the UAE entities18:06 Sponsors — RightRev | Rillet | EY21:05 Cloud revenue: the inverse SaaS story22:23 Cloud gross margin collapse23:53 G42 warrants for pennies29:14 The OpenAI warrant: Funky Town31:08 $40B market cap milestone31:36 R&D and S&M breakdown33:15 Balance sheet and cash burn35:59 Red flag 1: accounting weaknesses36:37 Red flag 2: one foundry, no supply deal37:28 Red flag 3: UAE geopolitical risk38:10 Red flag 4: cloud is unproven39:02 Cap table: founders diluted40:43 Voting control: Class A, B, and N41:15 Valuation: 10–13x forward revenue41:48 Peer comparison43:47 CEO's prior issues46:10 CreditsNothing said or created by this podcast is business or investment advice#RunTheNumbersPodcast #IPO #Semiconductors #AIStrategy #FinanceLeadership

At RBC Capital Markets' Private Tech Conference, Dan Nathan interviews RBC analysts Brad Erickson, Rishi Jaluria, Matt Swanson, and Matt Hedberg on Q1 earnings and AI's impact across internet and software. Erickson says demand is solid, hyperscalers are raising CapEx as cloud ROI improves, and explains why Meta's higher spend hurt the stock versus Google/Amazon's accelerating cloud revenue and margins; he ranks Amazon over Google over Meta and discusses Uber's AV positioning versus Waymo. Jaluria is bullish on Microsoft's broad AI opportunities, notes Copilot's growing paid users, and discusses multimodel strategy, small/medium models, and Oracle's controversial OpenAI-linked data center build and financing. Swanson covers ad/martech, highlighting Adobe's “orchestration” narrative, Trade Desk's holding-company tensions, and AppLovin's ROAS-driven model. Hedberg argues cyber and infrastructure need “more, not less” security post-Anthropic's Mythos, cites capitulation in software sentiment, favors consolidators like CrowdStrike, Palo Alto, Snowflake, Datadog, and ServiceNow, and notes AI-driven efficiency and layoffs as potential catalysts amid continued volatility. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

• Intro 0:00• May PlayStation Plus Games 03:08• Steam Controller 05:07• Asha Sharma Adds More AI Leadership to Xbox, Then Removes Copilot 13:51• Call of Duty Finally Ditching PS4 and Xbox One 26:18• Exclusives Are Still the #1 Reason People Buy Consoles 34:06• Backlog 38:02• Bank of America Says GTA 6 Should Cost $80 47:18• Take-Two CEO Explains Why GTA 6 Is Console-First 53:25• Sonic Advanture 2 Green Hill Zone drama 59:23• Reggie Says Amazon Wanted Nintendo to Break the Law 01:07:15• First Trailer for New Resident Evil Movie 01:11:04• MindsEye Developer Speaks Out About Studio Chaos 01:15:50• TWEET OF THE WEEK 01:25:38• Q&A 01:27:52✴️ PATREON https://www.patreon.com/cw/WULFFDENPodcast Originally streamed on May 5, 2026

Washington Wednesday on the Federal Reserve nomination and redistricting vote in Virginia, World Tour on the surgical backlog in Ethiopia, and working at the Grand Canyon. Plus, Janie B. Cheaney on the courage to move forward, men disqualified in a women's half-marathon, and the Wednesday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Pensacola Christian College. Academic excellence, biblical worldview, affordable cost. go.pcci.edu/worldFrom Dordt University, host of the upcoming At Work in the Garden conference, celebrating God's good design of work. Dordt.edu/gardenAnd from the Lockman Foundation, translator of the New American Standard Bible, a translation true to the original Scriptures. nasbible.com